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WorkCentre™ 5735/5740/5745/5755/5765/5775/5790

System Administrator Guide

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9

Workflow Scanning

Workflow Scanning enables users to scan an original document, convert it to an electronic file, and
distribute and archive the file in a variety of ways. The final destination of the electronic file depends
on the template chosen by the user at the device's user interface. Workflow Scanning is an automated
work management feature. It automates the processes of getting large volumes of hardcopy
documents into suitable scanned image formats, stored, distributed or made accessible for further
processing, as needed. When workflow is optimized for purpose, and IT infrastructure considerations
are taken into account, substantial benefits can be achieved in efficiency and management

Workflow Scanning is set up and controlled by templates. A template is a file that stores scanning and
routing preference for a given workflow. The template may reside on the device, or may be cached on
the device from a pool of templates pulled from a remote server.

The scanned file will be archived or published on a pre-determined network server called a File
Repository, and then, with the help of server or desktop software:

•

Routed to a user's PC desktop for viewing or editing.

•

Integrated with a variety of popular document management and workflow applications.

•

Sent to a network directory or filing location for later retrieval.

•

Sent to an e-mail distribution list.

Workflow Scanning User Authentication

Authentication can be enabled to prevent unauthorized access to the Workflow Scanning feature. If
Authentication is enabled, users will be prompted to enter a network user name and password, or a
PIN, before they can access the Workflow Scanning feature. For a full description of the Authentication
feature refer to the Authentication section of this guide. Authentication can be configured after
Workflow Scanning has been installed.

Device Authentication

If using a FreeFlow SMARTsend server, a valid Windows account must be created on the FreeFlow
SMARTsend Server for the device's authentication. The account allows each device to communicate
with the server to exchange template information and other configuration data. For account creation
instructions, refer to the FreeFlow SMARTsend Installation and Administration Guide.

Information Checklist

Before starting the procedure, ensure the following items are available or tasks have been performed:

•

Ensure the device is fully functioning on the network.

•

Ensure you have the Scanning Kit.

•

Ensure that the TCP/IP and HTTP protocols are configured on the device and fully functional.

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Summary of Contents for WORKCENTRE 5735

Page 1: ...Version 2 0 December 2010 Xerox WorkCentre 5735 5740 5745 5755 5765 5775 5790 System Administrator Guide ...

Page 2: ...not be reproduced in any form without permission of Xerox Corporation XEROX and XEROX and Design are trademarks of Xerox Corporation in the United States and or other countries Changes are periodically made to this document Changes technical inaccuracies and typographic errors will be corrected in subsequent editions Document version 2 0 December 2010 ...

Page 3: ...ervices 21 System Configuration 21 How to Verify the IP Address 21 To Access Internet Services 22 The Internet Services Welcome Page 22 Access Internet Services as System Administrator 24 Changing the System Administrator Password 24 To Setup HTTP 25 Configure Network Connectivity Protocols with Internet Services 25 Set a Description for the Device 26 To Enable Services 26 To Install Print Drivers...

Page 4: ...ts 59 Billing Information and Usage Counters 60 Consumables 60 Trays 61 Jobs 62 Active Jobs 62 Saved Jobs 62 Print 64 Address Book 65 Properties 65 Configuration Overview 65 Description 65 General Setup 66 Ethernet Configuration using Internet Services 66 Support 67 Other features and Services 67 5 Network Installation Windows 2000 2003 XP Vista Environment 70 Information Checklist 70 For Static I...

Page 5: ...up 121 Configure HTTP 122 Proxy Server 123 NTP 124 WSD 125 Apple Talk 126 NetWare 127 AS400 Raw TCP IP Printing to Port 9100 CRTDEVPRT 130 UNIX 133 Solaris 2 x 135 6 Print Drivers Windows 2000 2003 Server 142 Xerox Printer Installer 142 Windows 2000 Professional 144 Xerox Printer Installer 144 Windows XP 147 Xerox Printer Installer 147 Windows Vista 150 Xerox Printer Installer 150 Apple Macintosh ...

Page 6: ...pository 202 Configure General Settings 209 Configuring Validation Servers 210 Scanning Web Service 212 Configuring the Default Template 212 Update List of Templates 221 Custom File Naming 222 Display Settings 223 Set up Remote Template Pool Repository 224 10 Scan to Mailbox Information Checklist 227 Enable Scan to Mailbox 227 Create a New Mailbox 228 Personalize Settings or Modify Settings 228 Co...

Page 7: ...itory 290 16 LAN Fax Information Checklist 299 Enable LAN Fax Windows Print Driver 299 Using LAN Fax 300 17 Reprint Saved Jobs Information Checklist 305 Enable Reprint Saved Jobs 305 Enable Reprint Saved Jobs in your Print Driver 306 Enable Save Job for Reprint 306 Back up Jobs 307 Restore Jobs 307 Manage Folders 308 Saving a Job 309 18 Custom Services Validation Options 311 19 Extensible Services...

Page 8: ...ftware Upgrade When Should I Upgrade the Software 337 How Do I Upgrade the Software 337 To Upgrade Using the Internet Services 338 25 USB Printer Port Information Checklist 343 26 Troubleshooting Troubleshooting Workflow Scanning 345 Troubleshooting E mail 347 Troubleshooting Internet Fax 349 Troubleshooting Server Fax 351 Troubleshooting Embedded Fax 352 Troubleshooting Network Accounting 353 Fon...

Page 9: ...p and manage printers and other services on their network To use the procedures in 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 network They must also have prior knowledge of how to create and manage network user accounts ...

Page 10: ...ays 3 and 4 are high capacity paper trays used for media size 8 5x11 A4 Bypass Tray used for non standard printing media The following are optional hardware which are available for your device Tray 5 a high capacity paper tray used for media size 8 5x11 A4 Optional kits are available to accommodate 11x17 or 8 5x11 A3 or A4 short edge feed media Tray 6 Inserter a paper tray for use with the High Vo...

Page 11: ... Sources Information available for this product series consists of The System Administrator Guide this guide The User guides The Xerox website http www xerox com Customer Support If you need assistance during or after product installation please visit the Xerox website for online solutions and support http www xerox com ...

Page 12: ...Xerox WorkCentre Series WorkCentre 5735 5740 5745 5755 5765 5775 5790 System Administrator Guide 12 ...

Page 13: ...rkCentre 5735 5740 5745 5755 5765 5775 5790 System Administrator Guide 13 2 Device Connection and Quick Setup This chapter describes how to connect your device to a network and configure Ethernet settings ...

Page 14: ... capacity paper trays Trays 3 and 4 are dedicated trays used for 8 5x11 or A4 size media Control Panel Touch Screen and Numeric Keypad Bypass Tray Used for non standard printing media Paper Trays 1 and 2 These trays are standard on all models Trays 1 and 2 are fully adjustable and can be used for media sizes 5 5x8 5 to 11x17 A5 to A3 Offset Catch Tray Delivers output collated or uncollated Each se...

Page 15: ...the System Administrator mode Log In Out Provides access to device setups for the Administrators Numeric Keypad Use to enter alphanumeric characters Dial Pause Use to insert a pause when dialing a fax number Help Displays help messages for device features C Cancel Entry Cancels the previous entry made on the Numeric Keypad Languages Use to select the required language Interrupt Printing Interrupts...

Page 16: ...e If the Power On Off button is pressed when the device is operational the following can be initiated Energy Saver ends the current session and keeps the device running on low power When in Energy Saver Mode press any key or touch the screen to wake the device up Quick Restart the system powers down followed by an automatically initiated Power On sequence Any jobs in progress will be lost Quick Re...

Page 17: ...ss will be lost 4 Touch Confirm to confirm the selection The device will restart Installation Wizard If this is the first time the device has been powered on the Installation Wizard will run If this screen does not appear proceed to Configure Network Connectivity Protocols with Internet Services on page 25 The install wizard will prompt you with questions to help with the configuring of your devic...

Page 18: ...on and network data A Configuration Report will automatically print when the device is powered off then on during Power Cable and Ethernet Cable installation The Configuration Report will list the device settings If necessary perform the following steps 1 Press the Machine Status button on the device 2 Touch the Machine Information tab 3 Touch Print Reports 4 Touch Print Report 5 Touch Close If yo...

Page 19: ...le speeds Auto 10Mbps Half Duplex 10Mbps Full Duplex 100 Mbps Half Duplex 100 Mbps Full Duplex 1000 Mbps 1 Gbps Half Duplex 1000 Mbps 1 Gbps Full Duplex Note If your network has hubs that have Auto Sensing enabled and the device Ethernet speed is set to Auto it is possible that the hub will not arbitrate to the correct speed Setting the Ethernet Speed at the Device Note To configure this feature o...

Page 20: ...nt a For Protocol touch Enable b Touch Save to return to the TCP IP screen 5 Touch TCP IP Settings 6 Configure TCP IP settings including DHCP Dynamic Addressing and DNS touch Save touch the Close button to return to the Network Setting screen Note This device supports IPv6 Addressing with an automatically built Link Local Address for broadcasting to routers that can supply the network layer config...

Page 21: ...P is also enabled by default Print a Configuration Report to verify the IP Address To print a Configuration Report on demand refer to Print a Configuration Report on page 18 To Add or Change a Static IP Address when there is no DHCP Server Available Note To configure this feature or these settings access the Tools pathway as a System Administrator For details refer to Access Tools Pathway as a Sys...

Page 22: ...er or click on the Go button For example The Internet Services Welcome Page A Welcome page is enabled as the opening page of the device s Internet Services web pages You can click on Configure Device on the Welcome page or click on the Configuration Overview link on the Properties tab to go directly to the Install Wizards for configuring protocols and optional services The I Have a Cloning File bu...

Page 23: ...ress Book Properties and Support You can navigate through the pages when you click on the text on each tab Menu Panel Displays a navigation tree listing the items available within each category with the currently displayed item highlighted Main Panel Displays information and settings for an item selected on the Menu Panel When you open Internet Services a Welcome screen is displayed If you click o...

Page 24: ...tton Changing the System Administrator Password Xerox recommends that you change the default System Administrator password after you configure the device for security reasons To change the System Administrator password At Your Workstation Note To configure this feature or these settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Admi...

Page 25: ...l Connection will display the current physical connection in use 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 to indicate the maximum number of clients that can be connected for example with open sockets to the HTTP server at any one time in the Maximum Connections field Note In or...

Page 26: ...ntification area a Type a name of your choice for the device in the Device Name field b Type the site location for the device in the Location field c Click on the Apply button to accept the changes or Undo to return the settings to their previous values To Enable Services Services are pre installed on the device and must be enabled from the Optional Services screen within the device Tools pathway ...

Page 27: ... the General Setup link 2 Select Configuration in the directory tree 3 Scroll to the Installed Options area All the installed options on the device will be listed displaying if the options are enabled or disabled installed or not installed To Install Print Drivers Refer to Print Drivers on page 141 of this guide and follow the instructions provided Configure Services If you have installed one or m...

Page 28: ...Internet Services WorkCentre 5735 5740 5745 5755 5765 5775 5790 System Administrator Guide 28 ...

Page 29: ...icient When changed ensure the password is kept in a secure place for future use Configuration Page The Configuration page allows you to view device setup details for example Network Setup and Workflow Scanning Setup Note These details can also be printed by clicking on the Print Configuration Page button 1 At your Workstation open the web browser and enter the IP Address of the device in the Addr...

Page 30: ...trator User ID and Password The default is admin and 1111 4 Click on the Login button 5 If you want to use the checklist click on the View Checklist button and click on the Print button Scroll to the bottom of the screen and click on the Close button 6 Click on the Settings button next to Print Protocols 7 Click on the Configure button next to General Settings to configure general print settings 8...

Page 31: ...ted as the owner of a print job using a passcode or by logging in to the machine Printing will only begin when the secure passcode is entered or when the user logs in at the device To configure secure print 1 At your Workstation open the web browser and enter the IP Address of the device in the Address bar and press Enter 2 At the welcome page click on the Properties tab 3 If prompted enter the Ad...

Page 32: ...ing link and click Hold All Jobs 7 In the Enablement area select one of the following Off Submitted jobs are printed immediately unless submitted as a secure job Hold Jobs in a Private Queue All identified jobs are held in a queue that is only accessible by the user who originated the job All unidentified print jobs are held in the Unidentified Held Jobs queue Hold Jobs in a Public Queue All submi...

Page 33: ... The cloning feature creates a dlm file script that can be used to configure other devices All devices must have the same version of software for the dlm file to be accepted To Verify the Software Version Note To verify the software version on the device access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the P...

Page 34: ...3 Click on the I Have A Cloning File button 4 If prompted enter the Administrator User ID and Password The default is admin and 1111 5 Click on the Login button 6 In the Install Clone File area click on the Browse button 7 Locate your file and click on the Open button 8 Click on the Install button The device will be unavailable over the network for several minutes When rebooted a Configuration Rep...

Page 35: ...correct time zone for your device s locale The machine time is automatically adjusted if daylight savings is in effect in your time zone 9 Touch Reboot the system will reboot Using NTP NTP Network Time Protocol is designed to synchronize the clocks of computers over a network This feature will ensure that the device s internal clock stays synchronized with the NTP server you specify Note If you se...

Page 36: ...ings area a For Optimization for Fast Web Viewing check the Enabled checkbox If enabled this option will create linearized PDF files Linearized PDF files allow the first page of the PDF file to be displayed in a user s web browser before the entire file is downloaded from the web server This fast first page display helps to alleviate Internet user frustration in waiting for an entire file to downl...

Page 37: ...ith better image quality e When MRC Compression is enabled select one of the following MRC Compression Format options 4 XPS is Microsoft s electronic paper format an alternative to PDF XPS is currently supported as a saved file format in Microsoft Office 2007 with an XPS viewer built into Windows Vista Windows vista uses the XPS format as a document format a windows spool file format and a page de...

Page 38: ...button within Filing Options Select the Searchable radio button under Searchable Options within Document Format as the user presented scanning default 5 When done click on the Apply button to save changes or Undo to remove changes and refresh the page Job Management The System Administrator can use this page to restrict Job Deletion features to one of the following All Users this option allows all...

Page 39: ... settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the General Setup link 2 Select Internationalization in the directory tree 3 In the Data Submission Encoding area if you want to specify the locale select the required setting from the Selected Locale drop down menu The de...

Page 40: ...s for up to four packet types 3 Click on the Apply button 4 Click on the OK button when you see the message Properties have been successfully modified Note When you click on the Apply button the system processes the Packet Priority list and applies the four packet types with the highest priorities for which the corresponding protocols are enabled Packet types associated with disabled protocols are...

Page 41: ...elected at Services Home screen at the device Verify server certificates if this option is enabled Custom Services will check and require valid server certificates Browser Version displays the current browser version 6 In the Proxy Server area from the drop down menu select either No Proxy or Manual Configuration 7 If Manual Configuration is selected a In the HTTP HTTPS area check the Enabled chec...

Page 42: ... and the Windows Client can be downloaded by visiting www xerox com smartesolutions CentreWare Web CWW this is a device management software application that manages configures installs and provides reports for network connected devices For further information see www xerox com centrewareweb Note SMart eSolutions is not available in all countries Contact your Xerox Representative for further inform...

Page 43: ...of SMart eSolutions If you wish to discontinue participation in the Smart eSolutions services it is possible to opt out via the devices web UI using CentreWare Internet Services 1 From the Properties tab click on the General Setup link 2 Select SMart eSolutions in the directory tree 3 In the Enrollment area for SMart eSolution Enrollment ensure Not Enrolled is selected Meter Assistant Meter Assist...

Page 44: ...normally set to the System Administrator s e mail address e In the Recipient Group Preferences area by default a group will be notified of all device alerts If you want to select specific alerts select the alerts checkbox you want the Group to be notified of f Enter how many minutes 0 60 in the field for Set jam timer for release of status to selected groups to wait after a jam has been detected b...

Page 45: ...s that are sent by users who are listed in the Alert Notification group Note This is normally set to the System Administrator s e mail address e Click on Apply to save the changes f If prompted enter the User ID and Password of the Administrator s account The default is admin and 1111 g Click on Login h The Settings Confirmed Send Test e mail window will appear Click OK if you wish to send a test ...

Page 46: ...des in the Recipient Group Preferences area for further information about the Status Codes as below Machine is stopped The device has stopped all functions or has been turned off Potential persistent problems exist If the area specified does not receive attention problems may re occur Machine requires administrator assistance An Authorized System Administrator must address problem Machine is opera...

Page 47: ...e frequent the warnings will appear 5 Click on the Apply button to accept the changes or Undo to return the settings to their previous values 6 Click on the OK button when you see the message Properties have been successfully modified Billing Information and Usage Counters The Billing and Counters page provides the Billing information for the device including number of impressions printed or copie...

Page 48: ...ton under each option or select one of the three preset settings 6 Click on Save 7 Press the Log In Out button 8 Touch Logout to exit the Tools pathway Banner Sheet When documents are sent to print at the device a banner sheet is printed identifying the PC that sent the print job It is possible to disable this setting both within the Print Driver and from the device administrator tools At the Devi...

Page 49: ...modified Service Default The Service Default function allows the System Administrator to select the service that will display as the default on the machine s user interface screen This function is useful where machines have more than one service installed Features that are used most by users will be displayed first on the screen The rest of the features can be accessed when the user presses the Se...

Page 50: ...ails refer to Access Tools Pathway as a System Administrator on page 18 1 From the Tools pathway touch Device Settings 2 Touch General 3 Touch Entry Screen Defaults 4 Touch Job status default the Job Status Default screen displays 5 Set the tab that will be shown by default when the user presses the Job Status button Active Jobs displays the Active Jobs tab by default Held Print Jobs Secure Print ...

Page 51: ... drop down menu Note Only FTP is available b Select either the IPv4 Address IPv6 Address or Host Name radio button for your FTP server c Enter details of the repository server in the IP Address Port or Host Name Port field d For Document Path specify the path to the file repository e For File Name type the file name for the backup This name will be appended onto the end of the document path f For ...

Page 52: ...gin Name 3 Click on the Start button at the bottom of the page to implement the password change or Undo to cancel any changes Online Offline The Online Offline window allows the System Administrator to stop and resume the system from receiving or sending jobs over the network At the Device Note To configure this feature or these settings access the Tools pathway as a System Administrator For detai...

Page 53: ...configured network settings and installed options will be retained by the device after the Software Upgrade process Prepare for the Upgrade Obtain the new software upgrade file for your device from the www xerox com website or from your Xerox Customer Support Representative Download the upgrade file to a local or network drive You will be able to delete the file after the upgrade procedure It is i...

Page 54: ...e upgrade should take no longer than 15 minutes 5 When the device has completed the upgrade it will reboot automatically The configuration report will print if it was enabled in the Tools set up When the device is accessible from a web browser view the software version on the Internet Services Manual Upgrade page or check the configuration report to verify that the software level has changed Note ...

Page 55: ...ted enter the required time for the upgrade to be performed 6 For Protocol select either IPv4 Address IPv6 Address or Host Name 7 Enter details of the server where the software upgrade file is located at in the IP Address and Port or the Host Name and Port field the default port number is 21 8 Enter the path to the upgrade file on the server in the Directory Path field 9 Enter the Login Name and P...

Page 56: ...Administrator Tools Password WorkCentre 5735 5740 5745 5755 5765 5775 5790 System Administrator Guide 56 ...

Page 57: ...device must be physically connected to the network with TCP IP enabled so that Internet Services can be accessed from a web browser An existing operational workstation with TCP IP Internet or Intranet accessibility is required HTTP HyperText Transfer Protocol should be enabled on the device HTTP is enabled by default If you need to enable HTTP see Enable HTTP on the device on page 57 Enable HTTP o...

Page 58: ... enter the following into the URL field http 192 168 100 100 3 Press Enter to view the Home page 4 Click a tab to access the desired page or click on the Index icon at the top of the device web page to access the index and contents list Many of the features available within Internet Services will require the System Administrator log in using their User ID and Passcode The default being admin and 1...

Page 59: ... 2 Click on the Status tab 3 Select Description Alerts in the directory tree The following information is displayed in the Alerts field Severity the importance or impact of the problem Status Code if the problem needs a Service Representative to fix it then let them know this code when you talk to them Description displays a warning or the problem and how to fix it Skill Level Displays the suggest...

Page 60: ...ck on the Status tab 3 Select Billing Information in the directory tree 4 Click on the Refresh button to view the current billing information in the Total Impressions area Usage Counters The Billing Meter area shows the date and number of impressions that were notified to the Xerox Communication Server if this has been set up 1 At your Workstation open the web browser and enter the IP Address of t...

Page 61: ... display Trays The Trays page allows you to view paper supply setup and paper output 1 At your Workstation open the web browser and enter the IP Address of the device in the Address bar and press Enter 2 Click on the Status tab 3 Select Trays in the directory tree 4 The Trays page displays the current paper supply Instructions for changing the paper stock are contained in the User guides on your d...

Page 62: ... tab screen select the Saved Jobs tab The screen will display the Saved Jobs the available hard disk space on the device You can also create new saved job folders and manage saved job folders Create a New Folder 1 At your Workstation open the web browser and enter the IP Address of the device in the Address bar and press Enter 2 Click on the Jobs tab click on Saved Jobs tab 3 Saved Jobs screen dis...

Page 63: ...mission required for the folder from the Folder Permissions drop down menu d Click on the Apply button to accept the changes 4 To Print Copy Move or Delete a file within a folder a Click on the required folder in the Folders area b Check the checkbox for the file you want to Print Copy Move or Delete c From the drop down menu select either Print Job Copy Job Move Job or Delete Job If you select Pr...

Page 64: ...ype Normal Print Secure Print you will need to enter a 4 10 digit number which you will use at the device user interface to release the document for printing Proof Print if several copies of the document have been selected one copy only will print to allow the reader to check for errors When validated the remaining copies can be released from the device user interface Save Job for Reprint the docu...

Page 65: ...ervices are configured or not if Cloning is configured or not 1 At your Workstation open the web browser and enter the IP Address of the device in the Address bar and press Enter 2 Click on the Properties tab 3 If prompted enter the Administrator User ID and Password The default is admin and 1111 4 Click on the Login button 5 Click on the Configuration Overview link 6 In the Before you Begin area ...

Page 66: ...print a configuration report from this screen click on the Print Configuration Report button Ethernet Configuration using Internet Services The Ethernet can be configured from the Internet Services as well as at the device Note To configure this feature or these settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on pag...

Page 67: ...he Support tab 3 Click on the Edit Settings link 4 In the System Administrator area to edit or add details enter the details in the following fields Administrator Phone Number Location 5 In the Xerox Support area to edit or add details enter details in the following fields Customer Support Service Supplies 6 When completes click on the a Save button to accept the settings If prompted enter the Use...

Page 68: ...Support WorkCentre 5735 5740 5745 5755 5765 5775 5790 System Administrator Guide 68 ...

Page 69: ...w to set up the device to operate in different network environments and configure network protocols Windows 2000 2003 XP Vista Environment on page 70 Windows 2000 2003 using AppleTalk on page 76 Windows using Microsoft R Networking on page 79 IP Configuration in a Mac Environment on page 85 Network Configuration on page 92 ...

Page 70: ... Touch Disabled to disable Automatic Addressing b Touch Save 7 Touch IP Address Host Name the IP Address Host Name screen displays a For IPv4 Address touch each octet and enter the IP address using the numerical keypad b For Host Name touch the detail bar c Enter Host Name using the on screen keyboard To access more characters touch 123 on the user interface d Touch Save then touch Save to return ...

Page 71: ...to send print jobs to the default port of 515 c Touch Save to return to the TCP IP screen d Touch Close to return to the Tools pathway For Dynamic IP Address Installation via DHCP Dynamic Host Configuration Protocol DHCP is enabled on the device by default If the device is connected to the network the TCP IP information will be configured when the device is powered on and no further configuration ...

Page 72: ...o the DNS Configuration screen 6 Touch Preferred DNS Server a Touch each octet under the title and enter the Preferred DNS IP server address using the numerical keypad b Touch Save then touch Close 7 Touch Alternate DNS Servers if required a Touch the button under Alternate DNS Server enter the Alternate DNS Server IP Address using the on screen keypad b Touch Save to return to the DNS Configurati...

Page 73: ...ck on OK 11 You will be prompted for a Print Driver Select Have Disk and click on Browse Locate the Drivers folder on the CD Create a New Print Queue for Windows 2000 2003 XP Verify that LPR Port Monitor is Loaded for Windows Vista 1 At your workstation load the Print and Fax Drivers CD into your CD drive If the CD auto runs click on Exit 2 Verify that Print Services for Unix is loaded from the St...

Page 74: ...iate printer icon and select Properties 3 Click on the Configuration tab 4 Click on Bi Directional Setup If you have given the device a valid IP Address or host name the Print Driver can provide Bi Directional capabilities Bi directional communication automatically updates the Print Driver with the printer s installed options The driver Printing Preferences will report information about the printe...

Page 75: ...lick on OK 4 Click on the General tab 5 Click on Print Test Page 6 Click on OK to close the Properties box 7 Right click the printer icon within the Printers folder and select Printing Preferences 8 For Default Settings select any required default settings in the Print Driver Verify the Test Page printed at the machine Configuration Cloning If you are installing multiple machines on your network y...

Page 76: ...nistrator on page 18 1 From the Tools pathway touch Network Settings 2 Touch Network Setup 3 Touch AppleTalk Settings the AppleTalk R Settings screen displays 4 Touch AppleTalk R Enablement 5 Touch Enable for Protocol 6 Touch Save to return to AppleTalk R Settings screen 7 Touch Name and Area 8 Touch Printer Name field and enter the desired text using the on screen keyboard touch the Save button 9...

Page 77: ...er you want to connect to It may be necessary to double click on the required Zone to locate the printer Click on OK Note You may be asked whether you want to capture the AppleTalk print device If you are prompted to do this and you are unsure how to respond click on the Help button and read the help file for an explanation of capturing AppleTalk print devices Note Capturing the printer may preven...

Page 78: ...ck on the appropriate printer icon and select Properties 3 Click on the Configuration tab 4 Click on Installable Options 5 Select the options that are installed on the device 6 Click on OK 7 Select Printing Preferences 8 For Default Settings select any required default settings in the Print Driver Configuration Cloning If you are installing multiple machines on your network you may find the Clonin...

Page 79: ...ls Pathway as a System Administrator on page 18 1 From the Tools pathway touch Network Settings 2 Touch Network Setup 3 Touch TCP IP 4 Touch TCP IP Settings 5 In the TCP IP Settings screen a Touch the Automatic Addressing button b Touch Disabled c Touch Save 6 Touch IP Address Host Name in the IP Address Host Name screen a For IPv4 Address touch each octet and enter the IP address using the numeri...

Page 80: ... to the Workgroup and Host screen and repeat for SMB Host Name d Touch Save to return to the Microsoft R Networks screen 12 Touch Printer Description In the Printer Description screen a For Printer Name touch detail bar b Touch Clear Text to clear the default name enter description using the on screen keyboard To access more characters touch 123 on the user interface c Touch Save to return to the ...

Page 81: ...on Yes to Print a Test Page Verify that it prints at the machine 16 Click on Finish Configure the Print Driver Automatically If your device has any installable options fitted then these should be set in the driver for example a High Capacity Feeder or a Finisher At your Desktop 1 Select Start Control Panel and then Printers Printers and Faxes 2 Right click on the appropriate printer icon and selec...

Page 82: ...es box 7 Right click on the printer icon within the Printers folder and select Printing Preferences 8 For Default Settings select any required default settings in the Print Driver Verify the Test Page printed at the machine Configuration Cloning If you are installing multiple machines on your network you may find the Cloning feature useful This feature allows you to copy configuration settings fro...

Page 83: ...e Connections screen a For Maximum Connections touch the detail box enter the desired maximum simultaneous connections using the numerical keypad b For Connection Timeout touch the detail box enter the desired number of seconds for timeout using the numerical keypad c Touch Save to return to the Microsoft R Networks screen 7 Press the Log In Out button touch Logout to exit the Tools pathway Wait f...

Page 84: ...e Print Driver If your device has any installable options fitted then these should be set in the driver for example a High Capacity Feeder or a Finisher At your Desktop 1 Select Start Settings Windows 2000 and then Printers Printers and Faxes 2 Right click on the appropriate printer icon and select Properties 3 Click on the Configuration tab 4 Click on Installable Options 5 Select the options that...

Page 85: ... information will be configured when the device is powered on and no further configuration is required Dynamic IP Addressing via DHCP BOOTP or RARP If your device is not configured correctly or if you want to configure the device for BOOTP or RARP follow these instructions At the Machine Note To configure this feature or these settings access the Tools pathway as a System Administrator For details...

Page 86: ... Name select Close to close the DNS Configuration screen Select Automatic Addressing and select Disabled Select Save Now touch DNS Configuration button to make the required changes a Touch the Domain Name button b Touch the field under Domain Name c Touch the Clear Text button to remove the default name before entering the new name using the on screen keyboard d Touch Save e Touch Save to return t...

Page 87: ...cters touch 123 on the user interface d Touch Save then touch Save to return to the TCP IP Settings screen 8 Touch Subnet and Gateway the Subnet and Gateway screen displays a For IP Gateway touch each octet under the title and enter the IP Gateway address using the numerical keypad b Repeat this process for the Subnet Mask When you are finished touch Save to accept the changes and return to the TC...

Page 88: ...uch Alternate DNS Servers if required a Touch the button under Alternate DNS Server enter the Alternate DNS Server IP Address using the on screen keypad b Touch Save to return to the DNS Configuration screen Note If DHCP is enabled the Alternate DNS server information is not available as a feature summary 8 To enable Dynamic DNS Registration touch Dynamic DNS Registration Note If your DNS server d...

Page 89: ...Select Internet Protocol Printing or LPD LPR Printing from the next menu a Enter the IP Address of the printer b Enter a name for the print queue You may leave this blank if you prefer c Select Xerox from the Printer Model list d Select your printer model from the Model Name list e Click on Add The device will appear in the Printer List f Select the printer and click on the Show Info button 16 Cli...

Page 90: ...ys a Touch AppleTalk R Enablement b Touch Enable c Touch Save to return to the AppleTalk R Settings screen d Touch Name and Area e Touch the text field for Printer Name Touch Clear Text to clear default name the printer default is which means the printer will appear in ALL zones and enter the desired text using the on screen keyboard When finished touch Save f Repeat previous step for Area Name g ...

Page 91: ...pplications 11 Double click to open Utilities 12 Double click to open Printer Setup Utility 13 Click on the Add button to add a new printer or click the Printers menu and click Add Printer a Select AppleTalk from the menu b Select the required AppleTalk area from the menu c Select the print queue from the Name list d Select Xerox from the Printer Model list e Select your printer model from the Mod...

Page 92: ...3 LDAP on page 115 Configure POP3 Setup on page 121 Configure HTTP on page 122 Proxy Server on page 123 NTP on page 124 WSD on page 125 Apple Talk on page 126 NetWare on page 127 AS400 Raw TCP IP Printing to Port 9100 CRTDEVPRT on page 130 UNIX on page 133 Note The device supports IP versions 4 and 6 IPv6 can be used instead of or in addition to IPv4 IPv4 Settings can be configured directly at the...

Page 93: ...c Addressing screen displays a Touch Disabled to disable Automatic Addressing b Touch Save 7 Touch IP Address Host Name the IP Address Host Name screen displays a For IPv4 Address touch each octet and enter the IP Address using the numerical keypad b For Host Name touch detail bar c Enter Host Name using the on screen keyboard To access more characters touch 123 on the user interface d Touch Save ...

Page 94: ...uch Save then touch Close 7 Touch Alternate DNS Servers if required a Touch the button under Alternate DNS Server enter the Alternate DNS Server IP Address using the on screen keypad b Touch Save to return to the DNS Configuration screen Note If DHCP is enabled the Alternate DNS server information is not available as a feature summary Enable Dynamic DNS Registration Note If your DNS server does no...

Page 95: ...h Print Report 5 Touch Close The Configuration Report will print On the report verify the details under Network Setup heading are correct Installation via BOOTP or DHCP Ensure your device is connected to the network with Ethernet cabling Note To configure this feature or these settings access the Tools pathway as a System Administrator For details refer to Access Tools Pathway as a System Administ...

Page 96: ... Address you must reference the new address within your web browser to locate the device b Physical Connection will display the physical network connection This will display Ethernet c Select one of the following methods for obtaining a Dynamic IP address from the IP Address Resolution drop down menu DHCP Dynamic Host Configuration Protocol RARP Reverse Address Resolution Protocol BOOTP Bootstrap ...

Page 97: ...o reference the new IP Address Disabling TCP IP will impact other protocols NetBIOS IP LPR LPD FTP SNMP and Raw TCP IP Printing This web user interface will be disabled until TCP IP is re enabled from the local user interface IPv6 Note IPv6 is optional It may be used in addition to or in place of IPv4 Note To configure this feature or these settings access the Properties tab as a System Administra...

Page 98: ...configuration or a combination of automatic and manual configuration Default Dynamic Host Configuration Protocol DHCP Settings area a Select one of the following options Use DHCP as directed by a router this option is fully automatic The DHCPv6 Address will be obtained and displayed on the screen Always Enable DHCP for address assignment and other configuration data this option is fully automatic ...

Page 99: ...Check the Enable Manual Address checkbox to enable Router Prefix attachment b The Router Prefix is derived from router advertisements Select a router address prefix from the list supplied in the Router Prefix drop down menu to populate the prefix for manual entry address c Click on the Add button to add your address 11 Click on the Apply button to accept changes or Undo to return the settings to t...

Page 100: ...lly configurable scope names A scope is a searchable group or container to which an agent may be associated The default scope is called DEFAULT d For Message Type select either Multicast or Broadcast from the drop down menu This setting defines whether SLP will use multicast or broadcast in communications Multicast packets are routed between subnets as needed but broadcast are not e Enter a value ...

Page 101: ... to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Connectivity link 2 Click on the Protocols link 3 Select FTP in the directory tree 4 In the Mode area select one of the following required modes Passive this option allows the device to act as an FTP client The FTP server specifies a random port number to be used for data transport Active this op...

Page 102: ... Xerox recommends that the administrator changes the SNMP v1 V2c public private community strings from their default string names to random string names 4 In the SNMP Properties area a Check the Enable SNMP v1 v2c Protocols checkbox to select the protocol then click on the Edit SNMP v1 v2c Properties button The System Administrator uses the Edit SNMP v1 v2c Properties page to edit the GET SET and ...

Page 103: ...n the SNMP Internet Services screen to complete this task When SSL is enabled return to the SNMP screen Before enabling the HTTP Security Mode the device must have a Machine Digital Certificate configured For information on Machine Digital Certificate refer to Security Certificate Management on page 179 3 Select HTTP in the directory tree a Select enable for the Secure HTTP SSL option b Change the...

Page 104: ...erties have been successfully modified SNMP Advanced Settings To Add or Edit an IP Address The System Administrator can add or delete IP and IPX Addresses for the Network Management Workstations that receive Traps from the device Note To configure this feature or these settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator...

Page 105: ...IPX is a routing protocol used in Novell NetWare environments Default values are shown when adding an address 1 From the SNMP page click on the Advanced Settings button 2 To add an IPX Address or edit in the Trap Destination Addresses area click on the Add IPX Address button or the Edit button for the required address 3 In the Required Information area a For IPX External Network Number enter the I...

Page 106: ...s Device To enable Authentication Failure Generic Traps go to SNMP Properties from the main SNMP Configuration page 5 Click on the Save button to save settings and return to the Advanced Settings page 6 Click on the Back button to return to the SNMP page 7 Click on the Apply button to accept the changes or Undo to return the settings to their previous values 8 Click on the OK button when you see t...

Page 107: ... System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Connectivity link 2 Click on the Protocols link 3 Select SSDP in the directory tree 4 In the General area a For Protocol check the Enabled checkbox to enable SSDP b Enter the discovery expiration Cache Control in minutes in the Cache Control field The range ...

Page 108: ...ansport layer protocol and will display TCP IP g Enter the maximum number of simultaneous connections the server is allowed in the Maximum Connections field The range is 10 30 and the default is 30 h Enter the timeout value for outgoing connection attempts in the Connection Timeout field The range is 1 32767 seconds and the default is 600 seconds 5 If you do not need to configure WINS then click o...

Page 109: ...onfigured WINS IP Address es will be overridden Note WINS may be used for Address Resolution in addition to DNS Microsoft Networking needs to be enabled for the device to register services with WINS 3 Click on the Apply button to accept the changes or Undo to return the settings to their previous values 4 Click on the OK button when you see the message Properties have been successfully modified ...

Page 110: ...ages for example PCL and PostScript or ASCII and PostScript b For PDL banner page attributes override LPR control file attributes for job name and owner check the Enabled checkbox to enable this option This feature allows you to replace the standard information displayed on a banner page and substitute the user name and job name taken from the print job Note Banner pages print if banners are set t...

Page 111: ...45 5755 5765 5775 5790 System Administrator Guide 111 6 Click on the Apply button to accept changes or Undo to return the settings to their previous value 7 Click on the OK button when you see the message Properties have been successfully modified ...

Page 112: ...e available click on the Default All button to check if they are set to 9101 and 9102 respectively emulating HP JetDirect EX Plus 3 b Leave the Bidirectional Enabled checkboxes and Maximum Connections per Port settings at their default values c Set the End of Job Timeout to the number of seconds to wait before processing a job without an End Of Job indicator The range is from 1 to 65535 and the de...

Page 113: ...ed banner sheet is printed for the first document only c For Banner Page for Job Containing only PJL Commands check the Enabled checkbox to allow banner pages to print only for jobs that are specifically requested through PJL commands 12 In the Miscellaneous area a For Language PDL Switching within PJL Job check the Enabled checkbox to allow the port to handle PJL print jobs consisting of more tha...

Page 114: ...field The range is from 512Kb to 2 000 000Kb 2Gb the default is 512Kb d For Login Credentials for the WorkCentre to Access the SMTP Server to send automated emails select one of the following authentication method that the printer will use to access the SMTP server for any automated e mail messages that it sends for notification or confirmation None if no authentication is required System Select t...

Page 115: ...he procedure ensure the following items are available or tasks have been performed Ensure the E mail feature is functional on the device and your network supports LDAP services Obtain the IP Address or Host Name of your LDAP Server The device may also need a login name and password if the LDAP server is not configured to allow NULL names and passwords Use an LDAP client to validate your settings b...

Page 116: ...Settings screen f For Maximum Number of Search Results select either Use LDAP Server Maximum or Maximum Number of Search Results If you select the latter enter the maximum number of addresses that will appear which match the search criteria selected by the user Set the search results to one less than the server will allow For example if the LDAP server limit is 75 set the search results to 74 or l...

Page 117: ...inst the device properties Note Internet Fax users should ensure that the Internet Fax field is NOT set to No Mappings Available in the drop down menu This setting will prevent the LDAP Address Book appearing on the Internet Fax screen at the device Select the field that contains the Internet Fax addresses in many cases there is no unique Internet Fax address therefore a regular e mail address is ...

Page 118: ...oup field enter the name of a group defined at the LDAP server that you want to provide with System Administrator access to the device In the Accounting Administrator Access Access Group field enter the name of a group defined at the LDAP server that you want to provide with accounting administrator access to the device 3 To verify either group enter the name of one of the members of the LDAP serv...

Page 119: ...es access is then restricted to those users belonging to that group b Verify each group by entering a group user in the Enter User Name field and click on the Test button Under the Test Results column it will display Access If the test result displays No Access this will mean that the user name is not a member of the Access Group or the Access Group name was misspelled or that the Access Group doe...

Page 120: ...ernet browser search to find examples 4 In the User ID Query Filter area a Check the Enable Custom Filter checkbox b In the field provided type in the LDAP search string filter that you wish to apply The filter defines a series of conditions that the LDAP search must fulfill in order to return the information you seek The form of the typed search string filter is LDAP attributes placed inside pare...

Page 121: ...he Server Information area a Select either IPv4 Address or Host Name Enter the IP Address and Port or the Host Name and Port of the POP3 server The default port number is 110 b Enter the username of the account on the POP3 server in the Login Name field c Enter a password for the username in the Password field d Enter the password in the Retype password field e Check the Select to save new passwor...

Page 122: ...s System Administrator on page 24 1 From the Properties tab click the Connectivity link 2 Click on the Protocols link 3 Select HTTP in the directory tree 4 In the Configuration area a For Connection if required change the HTTP Port Number The default is 80 b The Keep Alive Timeout setting determines how long the device s Internet Services pages will wait for a response from a connected user before...

Page 123: ...f the Proxy Server which the device can use If your network does not use a proxy server you do not need to enable the proxy server setting Note To configure this feature or these settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click the Connectivity link 2 Click on the Protocols ...

Page 124: ...these settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Connectivity link 2 Click on the Protocols link 3 Select NTP in the directory tree 4 In the Offset of Local Time Zone area a From the drop down menu select the Offset of Greenwich Mean Time value The default is 0 ...

Page 125: ...ork connected devices The device profile prescribes how to use elements of core Web services specifications to enable these functions Enabling WSD at Your Workstation Note To configure this feature or setting access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Connectivity link 2...

Page 126: ...on page 24 1 From the Properties tab click on the Connectivity link 2 Click on the Protocols link 3 Select AppleTalk in the directory tree 4 In the General area a For Protocol check the Enabled checkbox to enable the AppleTalk b Type a name for the device in Printer Name The default name is based on the device Ethernet MAC address c Enter details in the Zone Name filed An AppleTalk zone is a logic...

Page 127: ...ese settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Connectivity link 2 Click on the Protocols link 3 Select NetWare in the directory tree 4 In the General area a For Protocol check the Enabled checkbox to enable NetWare protocol b If FIPS 140 2 encryption is enabled...

Page 128: ...yed in a hierarchical tree structure In the NetWare Directory Services NDS area a If IP is selected for the Filing Transport in the General area select either IPv4 Address or Host Name b In the NDS Server For Server FAX and Workflow Scanning only fields if you selected IPv4 Address enter the IP Address of the NDS server If you selected Host Name enter the host name of the NetWare server c In the N...

Page 129: ...sily configure and manage their network print services It also has a set of NetWare Loadable modules that run on the NetWare server NetWare users can automatically create a printer object in the NDS tree and have automatic driver download capability This eliminates individual driver installation by downloading the driver as users connect to a printer Network users can perform remote up to the minu...

Page 130: ... three ports may be enabled and configured in the Port Information area a For Port 1 Leave the TCP Port Number set to 9100 If two additional ports are available click on the Default All button to see if they set to 9101 and 9102 respectively emulating HP JetDirect EX Plus 3 b Leave the Bidirectional checkboxes and Maximum Connections per Port settings at their default values c Set the End of Job T...

Page 131: ...r the following parameters Remote Location Enter the IP Address of the printer User defined options IBMSHRCNN System driver program IBMSNMPDRV 6 Leave all other options set to the default values Press Enter A message indicates that you have created the device Xerox printer 7 Power on the device and start a print writer Place a spool file in the appropriate queue to test the printer AS400 Printing ...

Page 132: ...nter VM MVS class SAME Forms control Buffer SAME Destination options XAIX Text description Display any file NO Job separators 0 Operator controlled YES Data Queue NONE Library Authority to check DTAAUT 2 Press Enter to create Note The Workstation Customizing Object is the file that was created in the Create a Device Description on page 130 step 2 3 At this point a spool file document can be sent t...

Page 133: ...port e Touch Close The Configuration Report will print On the report verify the details under Network Setup heading are correct Ensure the machine is connected to the network with Ethernet cabling Ensure you can PING the machine IP address from the UNIX workstation Configure the Client Add the machine hostname to the etc hosts file on the HP UX workstation or DNS server Ensure that you can PING th...

Page 134: ...ing the System Administrator Manager SAM 1 Open a command window on the desktop From the command prompt enter the information below Remember that UNIX commands are case sensitive 2 Type su to become super user 3 Type sh to run the Bourne shell 4 Type lpshut to stop the print service 5 Create the print queue by typing on the same command line lpadmin pqueuename v dev null mrmodel ocmrcmodel osmrsmo...

Page 135: ... workstation Add the machine printer hostname to the etc hosts file Note Perform the following steps to create a machine print queue on a Solaris 2 x workstation using either the GUI or the TTY method GUI Method 1 Open a command window from the desktop 2 Type su to become super user 3 Type admintool to run the System Administrator Tool 4 Select Browse Printers 5 Select Edit Add Access to Printer 6...

Page 136: ...Touch Print Report e Touch Close The Configuration Report will print On the report verify the details under Network Setup heading are correct Set up for a SCO UNIX Client SCO UNIX workstations require specific installation steps to communicate with the machine The machines are BSD style UNIX printers whereas SCO is System V style UNIX Ensure the machine is connected to the network with Ethernet ca...

Page 137: ...mon LPD and A T and T Line Printer LP system designed in the 1970s for printing text to line printers Currently available for downloading from a number of sources on the Internet such as www cups org CUPS is offered in both source code and binary distributions Information Checklist Before starting the procedure ensure the following items are available or tasks have been performed Ensure TCP IP and...

Page 138: ...ommended 7 Click on the OK button when you see the message Properties have been successfully modified Note The settings are not applied until you restart the device 8 Click on the Status tab select Description Alerts in the directory tree 9 Click on the Reboot Machine button and click on OK to reboot the machine The network controller takes approximately 5 minutes to reboot and network connectivit...

Page 139: ...nux using the init d script that was created when the CUPS RPM was installed The command is etc init d cups restart A similar script or directory entry should have been created in System V and BSD For the example of CUPS built and installed on a FreeBSD 4 2 machine from the source code run cupsd from usr local sbin cd usr local sbin cupsd and press Enter 2 Type http localhost 631 admin into the ad...

Page 140: ...Network Configuration WorkCentre 5735 5740 5745 5755 5765 5775 5790 System Administrator Guide 140 ...

Page 141: ...rivers This chapter summarizes the Print Driver features and functions You can use Internet Services to configure the Print Drivers Windows 2000 2003 Server on page 142 Windows 2000 Professional on page 144 Windows XP on page 147 Windows Vista on page 150 Apple Macintosh 10 X on page 153 ...

Page 142: ...the Device a Press the Machine Status button b Touch the Machine Information tab c Touch Print Reports d Touch Print Report e Touch Close Locate the Print and Fax Drivers CD load the CD into your CD drive This was delivered in the Internet Services Network Services Pack with your device Review any README file contained with the Print Driver Windows Add Printer Wizard 1 At the Desktop right click o...

Page 143: ...ave Disk and click Browse Locate the Drivers folder on the CD 11 Select the required driver 12 Click on Open and then OK 13 Select the model of your machine from the list Click on Next 14 The Name your Printer screen appears Enter a printer name and click Next 15 The Printer Sharing Screen appears If you will be sharing this printer with other clients select Share As Windows 2000 or Share Name Win...

Page 144: ...Report go to the Device a Press the Machine Status button b Touch the Machine Information tab c Touch Print Reports d Touch Print Report e Touch Close Locate the Internet Services Print and Fax Drivers CD This was delivered in the Internet Services Network Services Pack with your device Review any README file contained with the Print Drivers To install the Print Driver on Windows 2000 Professional...

Page 145: ...At the Desktop right click the My Network Places icon 2 Select Properties 3 Right click on the Local Area Connection icon and select Properties 4 Verify that the Internet Protocol TCP IP protocol has been loaded If this software is not present install it using the documentation provided by Microsoft Then return to the next step in this document Verify that Print Services for UNIX is loaded 1 From ...

Page 146: ... Enter a printer name Select Yes if you wish to make this the default printer then click on Next 14 The Printer Sharing screen appears If you will be sharing this printer with other clients select the Share As button and enter a share name Click on Next 15 Enter a location and comment optional 16 Select Yes to print a test page and verify that it prints at the device Click Next 17 Click on Finish ...

Page 147: ... Touch Print Reports d Touch Print Report e Touch Close Locate the Internet Services Print and Fax Drivers CD This was delivered in the Internet Services Network Services Pack with your device Review any README file contained with the Print Driver To install the Print Driver on Windows XP choose one of the following options Connect to an existing print queue already created on a network server Cre...

Page 148: ...ral tab 3 Click on the Apply button then OK Create a New Print Queue on Windows XP 1 Obtain the Print Driver for your operating system 2 Verify that Print Services for UNIX is loaded from the Start menu select Control Panel 3 Double click Add Remove Programs 4 Select Add Remove Windows Components 5 Scroll down until you see Other Network File and Print Services 6 Click on the Details button 7 Chec...

Page 149: ...nts select the Share Name button and enter a share name Click on Next 17 Enter a location and comment in the Location and Comment screen optional 18 Select Yes to print a test page Click on Next 19 Click on Finish The Print Driver will install At the device verify that the test page printed Configure the Print Driver 1 From the Start menu select Printers and Faxes 2 Right click on the printer icon...

Page 150: ...ine Information tab c Touch Print Reports d Touch Print Report e Touch Close Locate the Internet Services Print and Fax Drivers disc This was delivered in the Internet Services Network Services Pack with your device Review any README file contained with the Print Driver To install the Print Driver on Windows Vista choose one of the following options Connect to an existing print queue already creat...

Page 151: ...Control Panel and double click on Programs and Features 2 Double click on Windows Features 3 In the Turn Windows Features on and off window expand the Print Services menu 4 Click on LPR Port Monitor to enable the service 5 Click on OK Your computer may need to restart Add the Printer 1 At your Workstation click on Start then select Control Panel 2 Click on the Hardware and Sound button open the Pr...

Page 152: ...ptions The driver Printing Preferences will report information about the printer s operational status active jobs completed jobs and paper status If you do not want to configure Bi directional Setup go to step 7 6 Click on Automatic to have the driver automatically configure the IP Address of the device or click on Manual and enter the IP Address or host name of the device If you want to change th...

Page 153: ...port and note the Name given to the device under AppleTalk Settings Instructions for 10 x OS X At the Macintosh Workstation 1 Load the Internet Services Print and Fax Drivers CD ROM into your CD drive 2 Open the CD and select the required language if necessary 3 Double click to open the Drivers folder 4 Double click to open the Mac folder 5 Double click to open the folder containing the drivers fo...

Page 154: ... list 23 Select your printer model from the Model Name list 24 Click on Add The device will appear in the Printer List 25 Select the printer and click on the Show Info button 26 Click on Installable Options 27 Select the options as installed on your device If you want to use the Save Job for Reprint feature ensure Job Storage is set to Installed 28 Click on Apply Changes 29 Close the Printer Info ...

Page 155: ...solution with the Xerox Secure Access feature Users will be asked to provide a User Name and Password to be validated by the designated authentication server If this validation is successful the options which were previously locked will be available for individual use There are four Authentication options Username Password Validated Remotely on the Network The System Administrator can select one o...

Page 156: ...can be locked and or hidden so that unauthorized users cannot use or see them Pathways can be locked or unlocked Authentication Configuration Network Authentication can be enabled to prevent unauthorized use of features and pathways for example Machine Status Pathway Job Status Pathway and Service Pathway such as Color Copy Reprint Saved Jobs Workflow Scanning E mail Internet Fax and Fax Users of ...

Page 157: ...tication Authorization and Personalization area click on the Edit button 8 In the Authentication method on the machine s touch interface Touch UI area select User Name Password Validated Remotely on the Network from the drop down menu 9 In the Authentication method on the machine s web user interface Web UI area select User Name Password Validated Remotely on the Network from the drop down menu 10...

Page 158: ...erver click the Edit link or to add a new LDAP server click on the Add New button b The LDAP Server page displays For details on how to configure this option refer to LDAP on page 115 c When you have configured the feature click on the Save button d Click on the Add Mapping button to return to the Add Authentication Server page 9 Click on the Add Server button to save the settings and return to th...

Page 159: ...ck the Edit link or to add a new LDAP server click on the Add New button b The LDAP Server page displays For details on how to configure this option refer to LDAP on page 115 c When you have configured the feature click on the Save button d Click on the Add Mapping button to return to the Add Authentication Server page 9 Click on the Add Server button to save the settings and return to the Authent...

Page 160: ...of related configuration setting pages click on the Edit button for Tools and Feature Access Lock Unlock a On the Tools Feature Access page in the Presets area select either Open Access to allow all users access to all pathways and features or Custom Access and lock or unlock the various pathways and features as required 11 Click Save to confirm the changes and return to the Xerox Access Setup pag...

Page 161: ... of users called Admin You can configure the Admin group on the device so that the members of that group will have administrator access to the device When a user logs in at the device with their network authentication account the device performs an LDAP look up to determine if the user is a member of any groups LDAP server will find members nested up to five levels down a group For example if LDAP...

Page 162: ...ot a member of the Access Group or the Access Group name was misspelled or that the Access Group does not exist Note When an access group is entered in one of the Access Group fields only the members from that group will have access to those features When two or more groups are entered they must be separated by commas When no access group is listed all members will have access 11 Select the Servic...

Page 163: ...down menu and click on the Save button to return to the Xerox Access Setup page 5 In the table displaying a list of related configuration setting pages click the Edit button on the Local User Information Database row 6 In the User Information Database area click on the Add New User button a In the User Identification area enter details of the new user in the User Name Friendly Name Password and Re...

Page 164: ...f this guide You may also need another Authentication Server to communicate with the Secure Access Server providing that server with user credentialing information A second Authentication Server will be necessary for web user interface Authentication if this feature is additionally desired You will need to configure LDAP communications on the device as stated in the LDAP LDAPS topic in the Authent...

Page 165: ...Xerox Access Setup page 6 In the table displaying a list of related configuration setting pages click the Edit button on the Xerox Secure Access Setup row a The Xerox Secure Access Setup screen displays The device will automatically configure itself to work with the XSA remote server Click on the Manually Configure button if the XSA remote server does not configure automatically b In the Server Co...

Page 166: ...s a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Security link 2 Click on the Authentication link and select Setup in the directory tree 3 The Xerox Access Setup page is displayed In the Authentication Authorization and Personalization area click on the Edit button 4 In the Authentication method on the ...

Page 167: ...ccess Setup page 10 Select Logout in the upper right corner of your screen if you are still logged in as Administrator and click on the Logout button Using Secure Access 1 Read the device s user interface prompt to determine what needs to be done to be authenticated at the device Authentication methods include swiping a card placing a proximity card near the reader or entering a user ID or PIN per...

Page 168: ...WorkCentre 5735 5740 5745 5755 5765 5775 5790 System Administrator Guide 168 ...

Page 169: ...on and Signing on page 171 FIPS 140 2 Encryption on page 172 User Data Encryption on page 173 User Information Database on page 173 IP Filtering on page 176 Audit Log on page 177 Security Certificate Management on page 179 IP Sec on page 183 Security Certificates on page 189 802 1X on page 191 System Timeout on page 194 On Demand Overwrite on page 195 Immediate Image Overwrite on page 199 ...

Page 170: ...0 5745 5755 5765 5775 5790 System Administrator Guide 170 Security Xerox For the latest information on securely installing setting up and operating your device see the Xerox Security Information website located at www xerox com security ...

Page 171: ... of the following settings Off Email encryption is disabled and cannot be activated by a user at the device Always On Not Editable By User Email encryption is enabled and cannot be deactivated by a user at the device Editable by User Email encryption is enabled but can be activated or deactivated by a user at the device The default state can be set by selecting one of the following Off Email encry...

Page 172: ...nd select FIPS 140 2 in the directory tree 3 Select the Enabled radio button and click the Run Configuration Check Apply button 4 The system runs a configuration check to ensure that all services are FIPS 140 2 compliant If all services are compliant a confirmation page is displayed 5 Click Reboot the Machine the machine will restart with FIPS 140 2 enabled To Disable FIPS 140 2 Encryption Note To...

Page 173: ... setting will reboot the Network Controller This may result in a loss of user data and will interrupt or delete current jobs on the device User Information Database User Information Database is a local database that contains user data for access by Authentication and basic Authorization The User Information Database allows you to add new users to the database User information can be edited and del...

Page 174: ...dit nor create any new users for the device User This will appear in the Role column as USER 7 Click on the Add New User button to save the new user settings To Edit a User on the Database As a System Administrator Note Accounting Administrator cannot access this page Note Any user on the database can log into the Internet Services and edit their own password Note To configure this feature or thes...

Page 175: ... the User Name column check the user checkbox you want to delete and click on the Delete button to delete the user 5 A pop up window will state All associated data will be lost Delete Selected User Account Click on the OK button to confirm selection Password Settings Use this page to set or change the password rules This page is only available to users who are System Administrators Note To configu...

Page 176: ... Port displays the originating port if applicable that the rule has been created to handle If the incoming packet did not originate from this source port the rule is not applied Destination Port displays the port to which the packet was sent If the incoming packet was not sent to this port the rule is not applied ICMP Message displays the ICMP Message the rule was created to handle ICMP Messages a...

Page 177: ...et by the United States Department of Defense To enable this feature perform the following steps IMPORTANT Audit Log cannot be enabled until SSL Secure Sockets Layer is enabled on the device To enable SSL on a device the device needs a Server Certificate For instructions on how to set up a Server Certificate refer to Security Certificate Management on page 179 Note To configure this feature or the...

Page 178: ...x job is deleted from its scan to mailbox folder there will be no entry created in either the Completed Jobs Log or the Audit Log for the job deletion Event ID A unique value that identifies the entry The following list shows the ID number allocated to each type of activity displayed in the Audit Log Event Description The Audit Log contains a maximum list of the last 15 000 activities on the devic...

Page 179: ... the Audit Log Network Authentication must be configured on the Xerox device IIO Status If IIO Immediate Image Overwrite is enabled this column will show the status of overwrites completed on each job Entry Data This column contains any additional data that is recorded for an Audit Log entry for example Machine name Job name Username Accounting Account ID when Network Accounting is enabled Securit...

Page 180: ... creates the public key for the certificate to be used in SSL encryption A certificate from a Certificate Authority or a server functioning as a Certificate Authority for example Windows 2000 running Certificate Services can be uploaded to the device Note A separate request is required for each Xerox device With SSL enabled from the Connectivity Protocols HTTP selections of the Properties tab of I...

Page 181: ...m Administrator on page 24 1 From the Properties tab click on the Security link 2 Select Security Certificates in the directory tree the Security Certificates page displays 3 To create a Self Signed certificate a Select the Xerox Device Certificate tab b Click on the Create New Xerox Device Certificate button c Complete the Self Signed Certificate form with details for 2 Letter Country Code State ...

Page 182: ... as Administrator and click on the Logout button To Upload a Signed Certificate When a signed certificate is received from the Trusted Certificate Authority upload the certificate to the device Note To configure this feature or these settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties ta...

Page 183: ...rk sniffers IP Sec security settings are the means by which an administrator can configure multiple groups of hosts and groups of protocols Also this feature is used to setup IPsec and IKE Internet Key Exchange protocols on the printer The IP Sec implementation is a full implementation that the device can initiate a connection for print scan and administration and fully work with other industry IP...

Page 184: ... Demote buttons Disable IP Sec at the device Note To configure this feature or these settings access the Tools pathway as a System Administrator For details refer to Access Tools Pathway as a System Administrator on page 18 1 From the Tools pathway touch Network Settings 2 Touch IP Sec 3 Touch Disable then touch Save 4 Press the Log In Out button 5 Touch Logout to exit the Tools pathway Host Group...

Page 185: ...ave button to return to the IPsec page 9 Click on the OK button when you see the message Properties have been successfully modified to save changes and return to the IP Sec page Protocol Groups This option displays all the Protocol Groups saved and the details of each Protocol Group 1 From the IP Sec page click on the Protocol Groups tab under IPsec heading 2 Protocol Groups can be deleted by high...

Page 186: ...r this IP Action in the Action Name field b Enter description for this IP Action in the Description filed 5 In the Keying Method area a Select a Keying Method This will specify the type of authentication used in an IP Sec policy Select one of the following Manual Keying this method is used if client devices are not configured for or do not support IKE Internet Key Exchange IKE this is a keying pro...

Page 187: ...cure Hash Algorithm 1 and MD5 Message Digest 5 are one way hashing algorithms used to authenticate packet data Both produce a 128 bit hash The SHA1 algorithm is generally considered stronger but slower than MD5 Select MD5 for better encryption speed and SHA1 for better security 3DES Triple Data Encryption Standard is a variation on DES that uses a 168 bit key As a result 3DES is more secure than D...

Page 188: ...h refers to the authentication mode which calculates an Integrity Check Value ICV over the packet s contents This is built on top of a cryptographic hash MD5 or SHA1 Encryption uses a secret key to encrypt the data before transmission This hides the contents of the packet from eavesdroppers Algorithm choices are AES and 3DES Note Encryption will not be shown if IPsec Security is set to AH 3 Click ...

Page 189: ...inistrator on page 24 1 From the Properties tab click on the Security link 2 Select Security Certificates in the directory tree The Security Certificates page shows any currently installed trusted root certificates in the Root Intermediate Trusted Certificate s tab To Install a Machine Root Certificate To complete this procedure you must have a digital certificate available For instructions to con...

Page 190: ...elated to the certificate when attempting to connect to the device s Internet Services server To resolve this install the generic Xerox Root CA Certificate in user s Web browsers 1 At the Security Certificates screen right click on the Download the Generic Xerox Device CA link which appears at the bottom of the screen under the installed Certificates list 2 Select Save Target As 3 Browse to the lo...

Page 191: ... strong open standard authentication method that is widely supported Note Only EAP TLS type authentication is available when FIPS 140 2 is enabled on the device Information Checklist Before starting the procedure ensure the following items are available or tasks have been performed Create a user name and password on your authentication server which will be used to authenticate the machine Ensure y...

Page 192: ... authentication method from the Authentication Method drop down menu Note When FIPS 140 2 is enabled only EAP TLS type authentication is available c Enter a login name to use in the User Name Device Name field d Enter a password to use to access the account in the Password and Retype Password field e Check the Select to save password checkbox 4 Click on the Apply button to save changes 5 Click on ...

Page 193: ...93 2 Select 802 1X in the directory tree 3 In the Configure 802 1X area a For Protocol uncheck the Enable 802 1X checkbox to disable this feature 4 Click on the Apply button to save changes 5 Click on the OK button when you see the message Properties have been successfully modified ...

Page 194: ...e system shall log the user out without warning or notification and perform a Reset to Default At Your Workcentre Note To configure this feature or these settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Security link 2 Select System Timeout in the directory tree 3 The...

Page 195: ...Fax Mailbox contents The process takes approximately 30 minutes to complete The device is taken offline until the overwrite is complete and any existing jobs in the print queue are terminated Once begun the overwrite process cannot be cancelled Full Full Image Overwrite will delete all image data from the memory and hard disk including Jobs and folders stored in the Reprint Saved Jobs feature Jobs...

Page 196: ...ndard Image Overwrite Full Image Overwrite a Touch Start Image Overwrite to start the Image Overwrite process b The Image Overwrite Confirmation screen display Touch Overwrite to begin The device will be taken offline and will be unable to receive any incoming jobs c Following completion of the Overwrite the On Demand Overwrite completion screen appears Touch Close The network controller will rebo...

Page 197: ... rebooted the On Demand Overwrite Confirmation Report will print This details the status and time of the overwrite To verify the overwrite has completed view the report Under Confirmation Details The Job Information Status ESS Disk should read SUCCESS Note If you wish to backup jobs and folders prior to Full Overwrite on the On Demand Overwrite Manual page click on the link at the bottom of the pa...

Page 198: ... of the week If Monthly is selected select a day between 1 and 28 for Day of Month for Time specify the time for the for the overwrite to run on that date of the month c Select either Standard or Full overwrite for Type d Click on the Apply button e Click on the OK button when you see the message Properties have been successfully modified ...

Page 199: ...on the device s image disk so they do not need to be overwritten When enabled the feature becomes immediately operational and requires no configuration by the System Administrator Immediate Image Overwrite and Internet Fax Jobs Note Internet Fax jobs are not overwritten until the job s Delivery Status Notifications DSN s and Message Disposition Notifications MDN s have been received or timeout occ...

Page 200: ...nable or Disable then touch Save The change in status will be immediately effective 5 Press the Log In Out button 6 Touch Logout to exit the Tools pathway Immediate Image Overwrite Status When Immediate Image Overwrite is configured on the device any job that is overwritten will have its overwrite status displayed in the Completed Jobs queue details window To view Overwrite Status at the Device 1 ...

Page 201: ...outed to a user s PC desktop for viewing or editing Integrated with a variety of popular document management and workflow applications Sent to a network directory or filing location for later retrieval Sent to an e mail distribution list Workflow Scanning User Authentication Authentication can be enabled to prevent unauthorized access to the Workflow Scanning feature If Authentication is enabled u...

Page 202: ...re this feature or setting access the Tools pathway as a System Administrator For details refer to Access Tools Pathway as a System Administrator on page 18 1 From the Tools pathway touch Service Settings 2 Touch Optional Services 3 Touch Workflow Scanning 4 Touch Enable 5 Touch Save 6 Press the Log In Out button 7 Touch Logout to exit the Tools Pathway Configure a File Repository Scanning with th...

Page 203: ...Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Services link 2 Click on the Workflow Scanning link 3 Select File Repository Setup in the directory tree The File Repository Setup page displays 4 Click on the Add New button or the Edit button if the default File Repository has been set N...

Page 204: ...ems are available or tasks have been performed Ensure the device is fully functioning on the network prior to installation Ensure NetWare protocol is enabled on your device Print a Configuration Report to verify that NetWare protocol is enabled on your device a Press the Machine Status button b Touch the Machine Information tab c Touch Print Reports d Touch Print Report e Touch Close The Configura...

Page 205: ...u are using Bindery or Bindery emulation leave the NDS Tree field blank if you are using NDS this field cannot be left blank The default tree name is Xerox_DS_Context f If you are using Bindery or Bindery emulation leave the NDS Context field blank If you are using NDS this field cannot be left blank The default context name is Xerox_DS_Context g Type in the path to the repository in the Document ...

Page 206: ... used overwrites the Default Repository and Template Pool scan settings If certain applications will use Default Repository settings not matching SMARTsend settings reconfigure the applications to use an Alternate Repository before configuring the device with SMARTsend s Add Update feature 5 The File Destination page displays In the Settings area a Enter a descriptive name for the file repository ...

Page 207: ...this feature or these settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 a From the Properties tab click on the Services link b Click on the Workflow Scanning link c Select File Repository Setup in the directory tree The File Repository Setup page displays d Click on the Add New button or the Edit button if ...

Page 208: ...pository and Template Pool scan settings If certain applications will use Default Repository settings not matching SMARTsend settings reconfigure the applications to use an Alternate Repository before configuring the device with SMARTsend s Add Update feature 5 The File Destination page displays In the Settings area a Enter a descriptive name for the file repository in the Friendly Name field b Se...

Page 209: ...ink 2 Click on the Workflow Scanning link 3 Select General link in the directory tree Note The Confirmation Sheet specifies the success or failure of the Workflow Scanning job 4 In the Settings area select one of the following options from the Confirmation Sheet drop down menu Errors only select to prints a Confirmation Sheet only when the job is unsuccessful On select to print a Confirmation Shee...

Page 210: ...documents at the device The administrator creates metadata entries when they configure Document Management Fields within a Workflow Scanning Default Template A Validation Server is a service or application that is used to validate the metadata entered by the user when they scan their documents The Validation Server feature provides a way to reduce inconsistencies or inaccuracies in the data entere...

Page 211: ...Edit button to display the Add Validation Server page 5 In the Server Information area a For Protocol select from the drop down menu the communication protocol for the Validation Server b Select the method you want to use to specify the Validation Server Select either IPv4 Address IPv6 Address or Host Name c Enter the IP Address and Port or Hostname and Port of the Validation Server in the IP Addr...

Page 212: ...the Settings button to enable or disable this HTTP Web Services 5 For Scan Template Management and Scan Extension click on the Settings button to display the HTTP Web Services page c Check or uncheck the Enable checkboxes for the individual services you want to enable or disable d Click on the Save button to accept the changes and return to the Scanning Web Services page Configuring the Default Te...

Page 213: ...bution templates is displayed The available file destinations is determined by the File Repository Setup To specify an additional file destination if one is available click on the Add button The File Destinations page will appear To change an existing file destination highlight the file and click on the Edit button The File Destinations page will appear To delete an existing file destination highl...

Page 214: ...ne of the following Rename New File this adds an incrementing numeric value to the file name Overwrite Existing File this deletes the previous file Do Not Save the new file is not saved Add Date to Name the current date and time are appended to the file name 6 Login Name displays the account name used to access the repository 1 Enter details in the Friendly Name field 2 Select the protocol type us...

Page 215: ...ghlight the fax destination and click on the Delete button 1 In the Fax area To add an additional file destination click on the Add button or to edit an existing file destination highlight the fax destination from the list and click on the Edit button The Fax Recipients page will display 2 In the Fax Recipients area a In the Add Fax Number field enter a fax number and click on the Add button The n...

Page 216: ...formation It can be up to 128 characters in length This field cannot be left blank b For User Editable select one of the following method Editable if you would like the user to be able to modify the value of this field Enter a value in the Field Label field The label should identify the purpose of this field to the user Not Editable if the user can not change the Document Management Field s value ...

Page 217: ...for documents that contain mostly text c The Scan Presets feature provides a convenient way to optimize scan settings to match the intended purpose of the scanned document Select one of the following options For Sharing Printing this setting is best for sharing files to be viewed on screen and for printing most standard business documents Using this setting will result in small file sizes and norm...

Page 218: ...e Layout Adjustment feature allows the user to select the page layout characteristics of the scanned images 1 To change the Layout Adjustment settings From the Default Template page in the Layout Adjustment area click on the Edit button This will display the Layout Adjustment page 2 In the Layout Adjustment area a Original Orientation allows you to specify the format and placement of the originals...

Page 219: ...en increased document portability is desired PDF A this setting provides a mechanism for representing electronic documents in a manner that pre serves their visual appearance over time independent of the tools and systems used for creating storing or rending the files XPS images select this for Full Color Grayscale or Black White documents This option is often used when increased document portabil...

Page 220: ...h on text in the file or select Searchable to enable XPS PDF and PDF A documents to be text searched b If Searchable is selected then select one of the following Use Language Displayed on the Device User Interface select this setting to search in the language selected on the printer s control panel Use this Language select this option and select a language from the drop down menu c For Text Compre...

Page 221: ...wer This compression format requires Acrobat 5 with PDF version 1 4 or greater The following options can be selected Enable Arithmetic Encoding Enable Huffman Encoding f Image Compression Flate Compression option will also display when you enable MRC Compression Flate compression works well on bi level or color images or with general data It is a lossless compression format that combines LZ77 and ...

Page 222: ...g this option will allow you to select elements you want to use to build the file name for example Date Time Job ID User ID and or Custom Text You can position the elements you choose to display first For example you can position the element chosen to be Time first then Date followed by User ID Advanced this option allows you to type a string of variables to create an automatically generated file ...

Page 223: ...ettings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Services link 2 Click on the Workflow Scanning link 3 Select Display Settings in the directory tree 4 In the Template Order area a In the Templates list select the template you want in the top position b Click on the Upd...

Page 224: ...wn menu 2 Select either the IPv4 Address IPv6 Address or Host Name 3 Enter FTP server details in the IP Address Port or Host Name Port field 4 Type in the path to the location of the scan folder in Document Path Enter the full path to the directory starting at the root of FTP services for example directory name directory name 5 For Login Credentials to Access the Destination select System to have ...

Page 225: ...sword and Retype Password field Note A Login account Name and server Password is required for the system to access the remote server This is mandatory for use with a SMARTsend server For information on creating accounts on the SMARTsend server refer to the FreeFlow SMARTsend Installation and Administration Guide Note that these accounts directly support the Login Source settings accessed by clicki...

Page 226: ...llows file transfers with the server For example directory name folder name Click on the Get Example Scripts link to download a working example script 5 Type in the path to the location of the scan folder in Document Path Enter the full path to the directory starting at the root For example directory name folder name 6 If HTTPS is selected as a protocol check the Validate Repository SSL Certificat...

Page 227: ...the device and fully functional Print a Configuration Report to verify that Workflow scanning Scan to File is enabled on the device a Press the Machine Status button b Touch the Machine Information tab c Touch Print Reports d Touch Print Report e Touch Close The Configuration Report will print Check under the Network Scanning Setup heading to verify Workflow Scanning Enabled is enabled Enable Scan...

Page 228: ...ts of a Default Public Folder which can be used by all users to store scanned images New folders can be created for individual users When a password is allocated to a new folder it becomes a Private Folder If a password is not allocated to a new folder it is called a Public Local Folder The administrator can specify if passwords are required when new folders are created within the Scan Policies sc...

Page 229: ...printer settings to compensate for the predominant attributes of the content that is being scanned Select one of the following Photo Text this is best for documents that contain a mix of photographic images and text Photo this is best for documents that contain photographic images and little or no text Text this is best for documents that contain mostly text c Scan Presets feature provides a conve...

Page 230: ...e range is from 72 DPI to 600 DPI d For Build Job check the Enabled checkbox to enable Build Job e For Quality File Size use the controls left and right arrow buttons to select the level of compression to use for scanned images When compression is increased the file size drops but at the expense of image quality The middle setting is ideal for most scanning purposes 3 Click on the Apply button to ...

Page 231: ...b For File Format select one of the following document format options TIFF TIF select this for Full Color Grayscale or Black White documents This option saves each page of a multiple page document as an individual TIFF file Multi Page TIFF TIF select this for Full Color Grayscale or Black White documents This option saves the entire multi page document as a single TIFF file PDF images PDF select t...

Page 232: ...flow Scanning Image Settings area click on the Edit button to display the Workflow Scanning Image Settings screen 2 In the Fast Web Viewing Options area select one of the following None Linearized PDF if you want single pages of a PDF to be displayed in a web browser before the entire file is downloaded 3 In the Searchable XPS PDF and PDF A Defaults area a For Searchable Options select either Imag...

Page 233: ... compressed separately using the best type of compression for each part e If you enable MRC Compression The MRC Compression Format options will display Select either Multi Mask Compression or 3 Layer Compression f Text Compression JBIG2 option will also display when you enable MRC Compression JBIG2 compression is usually used for text and halftone documents It yields a very small black and white f...

Page 234: ...ws administrators to delete files stored in Scan to Mailbox folders 4 If you want to delete files immediately a In the Immediate Cleanup of All folder Files area there are two options Select one of the following option Delete all files now select this option to indicate that you want to delete all Scan to Mailbox files in all folders immediately Delete all files older than select this option to ha...

Page 235: ...System Administrator on page 24 1 From the Properties tab click on the Services link 2 Click on the Scan to Mailbox link 3 Select Folders in the directory tree 4 In the Created Folder Operations area a From the Select a Created Folder drop down menu select the required folder b To change the Folder password enter new password in the Change Folder Password field and into the Confirm Folder Password...

Page 236: ... password when scanning to private folder ensure users enter a password at the device each time they scan to a Private Folder This is useful if you wish to create a private folder where users can save scans to a folder but you do not want them to see any files that have been saved there Allow access to job log data file to be able to print the job log for specific scanned documents The job log con...

Page 237: ...n on your workstation and click on the Save button b To print the image at the device select Reprint from the drop down menu and click on Go c To delete the image select Delete from the drop down menu and click on Go d If you selected job log on the Scan Policies screen you will see a Job Log option in the drop down menu Select option and click on the Go button To view the job log click on the Ope...

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Page 239: ... on the device and fully functional This is required to access Internet Services to configure Workflow Scanning The Internet Services function is accessed through the embedded HTTP server on the device and allows System Administrators to configure scan settings using an Internet browser Workflow Scanning must be enabled on the Xerox device Network Authentication must be configured on the Xerox dev...

Page 240: ...e to find the user s home directory 6 If you select LDAP Query a The device will use the login supplied by the user to determine the home directory on the external server Also when LDAP Query is selected the LDAP Mapping for Home Directory will display the default or retrieved via LDAP query home directory on the external server By default this is homeDirectory b Verify the LDAP mapping for Home D...

Page 241: ...es not exist If this option is not selected and the User Name directory does not exist an error message appears and the scan is not saved 10 Click on the Apply button to accept changes Use Scan to Home 1 At the device touch the Workflow Scanning tab 2 Enter your network authentication username and password 3 At the Workflow Scanning Template List touch the Scan to Home template The default name is...

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Page 243: ...he E mail feature For a full description of the Authentication feature refer to Authentication on page 155 of this guide Authentication can be configured after E mail has been installed Information Checklist Before starting the procedure ensure the following items are available or tasks have been performed Ensure the device is fully functioning on the network prior to enabling E mail Ensure that t...

Page 244: ...as System Administrator on page 24 1 From the Properties tab click on the Connectivity link 2 Click on the Protocols link 3 Select SMTP Server in the directory tree 4 In the Required Information area select one of the following Use DNS to identify SMTP Server use this to allow the DNS to look up the IP Address of the mail server Specify SMTP Server Manually a If you select Specify SMTP Server Manu...

Page 245: ... Server configuration screen Select one of the following Authenticated User when selected the device will prompt to log in using their own network credentials Same as Automated E mails System or None when selected each user will need to enter the system credentials specified on the SMTP Server configuration screen 6 Click on the Apply button to implement any changes 7 Click on the OK button when y...

Page 246: ...heet On This setting will produce a Confirmation Sheet that will provide the job status and any error information Errors Only This setting will produce a Confirmation Sheet only when error detected h For Auto Add Me check the Enable checkbox if you want to have the sender s e mail address included in the destination To field Note Only works if the From field is auto populated from LDAP server or m...

Page 247: ...ts reproduction of unwanted shading from the originals Background Suppression and select the level of contrast Manual Contrast Resolution allows you to choose the resolution setting to be applied to the scan Changing the resolution affects the amount of detail reproduced on graphic images Quality File Size allows you to select the level of compression to use for scanned images or document Note By ...

Page 248: ...the Filing Options area 2 Select the required options 3 Click on the Apply button to implement changes and return to the E mail Default page 4 Click on the OK button when you see the message Properties have been successfully modified E mail Image Settings Image Settings allow you to select linearized PDF and interleaved XPS images for faster web viewing Note Searchable options are only available w...

Page 249: ...lar protocol used by large accounts to access large quantities of data including corporate address books The local system will need to know where the LDAP server is located on the network and may need a login name and password if the LDAP server is not configured to allow NULL names and passwords The Internet Services LDAP page allows you to configure Lightweight Directory Access Protocol informat...

Page 250: ...the device will specify the LDAP server login details and enter the required information in the Login Name and Password fields Format for the login name may be login name or domain login name c Enter a Login Name and Password if required for the device to access the LDAP server Format for the login name may be login name or domain login name d For SSL check the following checkbox Enable SSL To ena...

Page 251: ...ppear in the login context for example cn LDAP o xerox c us 3 Click on the Save button To Define User Mappings Fields contained within LDAP structures are not standardized This section allows you to find out what results you will get when searching for a name using one of the LDAP servers Editing the mapping will give some control over your LDAP server results therefore improving name searches for...

Page 252: ...orkstation 1 From the LDAP screen click on the Authorization Access tab under the LDAP title at the top of the screen 2 Select the User Roles tab Use this tab to define the access groups that are authorized for the following roles For the System Administrator Access Access Group field enter the name of a group defined at the LDAP server that you want to provide with System Administrator access to ...

Page 253: ...s various device functions and services a Enter the names of LDAP groups as required in the Access Group field to allow access to individual device services Note By default everybody has access to all of the services on the device By entering a group name in any of the services access is then restricted to those users belonging to that group b Verify each group by entering a group user in the Ente...

Page 254: ... browser search to find examples 5 Click on the Apply button to implement any changes 6 Click on the OK button when you see the message Properties have been successfully modified You have completed the steps to configure a company address book via LDAP Verify LDAP Settings at the Device At the Device 1 Select the E mail icon It may be necessary to press the Services Home button 2 Touch the New Rec...

Page 255: ... details refer to Access Internet Services as System Administrator on page 24 1 Click on the Address Book tab 2 In the Common Tasks area click on the Add New Name link 3 In the Enter Name Address Area enter details in the following fields Friendly Name E mail Address Internet Fax Address 4 Click on one of the following Close button to save details and to return to the Public Address Book list page...

Page 256: ...he Import Your Address Book File area click on the Browse button 3 Browse to the location of the Address Book File CSV and highlight the CSV file and click on Open in the Choose File window Note The first row of the CSV file will be ignored The device assumes the first row contains column headings If your file contains a name in the first row insert a new first row with labeled column headings 4 C...

Page 257: ... From the Address Book tab in the Management area click on the Delete All Names link 2 When the pop up window displays Are you sure you want to remove all names from the Public Address Book click on either the Delete All Names button to confirm deleting all the names in the address book or click on the Cancel button to return to the Public Address Book screen To Select Access Rights to the Public ...

Page 258: ...mains are added to the list they will be checked against the current list to prevent duplicate values from being entered from SNMP or the Internet Services At your Workstation Note To configure this feature or these settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Ser...

Page 259: ...ains list by clicking on the Remove All button e Click on the Sort button to sort the domains alphabetically 4 Click on the Apply button to implement any changes 5 Click on the OK button when you see the message Properties have been successfully modified Note Settings configured within this page are applied to E mail and Internet Fax services Note Changes within this page will not be saved until t...

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Page 261: ...TP Simple Mail Transport Protocol address for example name company com at the Internet Fax screen In addition both an internal and a public address book can be configured for the device and accessed from the Internet Fax screen Lightweight Directory Access Protocol LDAP provides access to the internal or corporate address book A public address book can be created from a list of names and addresses...

Page 262: ...settings are configured on the device Obtain the IP Address account and password details of a POP3 Post Office Protocol 3 Mail Server Create an e mail account which the device will use as the Internet Fax From address Test the e mail account by sending an e mail from a networked workstation running SMTP and POP3 clients After sending the e mail log in to the POP3 server to verify receipt of same E...

Page 263: ...ts in the Number of Fragments field the range is from 1 to 500 the default is 1 c Enter allowable size to control the size of E mail jobs sent to the SMTP server in the Total Job Size field The range is from 512Kb to 2 000 000Kb 2Gb The default is 512Kb d Select the required setting for the E mail Job Splitting Boundary This option sets the job splitting options and is only available when Scan to ...

Page 264: ...receipt of E mail by POP3 checkbox to allow the device to check the POP3 server and retrieve e mail b Enter the required setting for the Polling interval The range is from 1 to 60 minutes The default is 15 6 Click on the Apply button to implement any changes Configure Default Settings Note To configure this feature or settings access the Properties tab as a System Administrator For details refer t...

Page 265: ...to the Internet Fax Default screen Internet Fax 1 From the Internet Fax Default screen in the Internet Fax area click on the Edit button 2 In the Internet Fax area a For Subject enter text to define a default subject that will appear in the internet faxes sent from the device b For 2 Sided Scanning select the required document scanning option c For Content Type select the required method used to o...

Page 266: ...e Apply button to accept changes and return to the Internet Fax Default screen 4 Click on the OK button when you see the message Properties have been successfully modified Filing Options Filing options allow you to specify the default e mail file format There are two options File Format allows user to select the format of the document from either mTIFF PDF PDF A or XPS Acknowledgment Report allows...

Page 267: ...ceive Settings link in the directory tree 3 In the Filter Options area check the Accept E mail with no attachment checkbox to filter out attachments or for Accept the following attachments check the individual checkboxes to select the file types that will be allowable as e mail attachments 4 In the Finishing Options area select the required options from the drop down menu for Stapling and 2 Sided ...

Page 268: ...is defined then all e mails to other domains are not allowed The domain is defined to be the string in the e mail address which follows the symbol Exact matches are checked Sub strings are not checked Up to 50 domains can be defined in the list of domains allowed or restricted The settings will be able to be entered on the Internet Services by an administrator The settings will be able to be clone...

Page 269: ...ting is preferred for the highest security Note Duplicate domain details entered in the Add Domain field are not allowed and will not be added If a duplicate entry is entered a pop up screen displays with the message Unable to add the new E mail Domain An e mail Domain with the same name already exists c Click on the Add button to add the entered domain in the Domains list The new added domain wil...

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Page 271: ...ically Information Checklist Before starting the procedure ensure the following items are available or tasks have been performed Ensure the device is fully functioning in its existing configuration prior to installation Ensure the device has access to a telephone connection Obtain the telephone number that you want to assign to the fax device Hardware Locate the Fax Hardware Kit Contact your Xerox...

Page 272: ...o the Line Configuration screen Note Line ID is used to identify your device for example Finance Fax Machine d For Fax Number touch the type in region Enter the Fax Number using the on screen keypad Touch Save to return to the Line Configuration screen Note Fax Number should match the phone number of the selected line e For Options select the required option for the line by touching one of the fol...

Page 273: ...h Save to return to the Line Configuration screen Note Fax Line ID is used to identify your device for example Finance Fax Machine d For Options select the required option for the line by touching one of the following Send and Receive the device is capable of sending and receiving fax transmissions Send Only the device is only capable of sending faxes Receive Only the device is only capable of rec...

Page 274: ...d touch Save c Repeat for the From field d For Comment upto six different comments can be added Select a comment field and touch Edit e Enter comment using the on screen keyboard and touch Save f To delete a comment select comment and touch Clear g Touch Save to return to the Fax tab 7 Touch the 2 Sided Scanning drop down menu and select one of the following scanning method 1 Sided this method wil...

Page 275: ...t the Layout Adjustment tab 2 Touch the Original Size icon a The Original Size screen displays Select one of the following method for the device to determine the size of the original fax documents Auto Detect this method allows the device to identify the size of the original automatically Preset Scan Areas this method allows you to quickly define the scan area using the standard paper size dimensi...

Page 276: ...port screen displays Select On to enable a confirmation report to print every time fax has been sent b Touch Save to return to the Fax Options tab 3 Touch the Starting Rate icon a The Starting Rate screen displays Select one of the following starting speed for the transmission of the embedded fax job Super G3 33 6 Kbps G3 14 4 Kbps Forced 4800 bps b Touch Save to return to the Fax Options tab 4 To...

Page 277: ... Fax this option allows you to retrieve a document stored on a remote machine You may poll a single machine or several machines as one job Poll Remote Mailbox this option allows you to retrieve a document stored within a private Mailbox on a remote machine Only one mailbox may be polled at a time and its password must be known a If you select Local Polling the Local Polling screen displays select ...

Page 278: ... 3 Select Line Configuration to display the Fax Line Setup screen a Touch either Line 1 or Line 2 for Line Setup Note Line 2 will be available if a Line 2 Fax Kit has been purchased and installed on the device b Touch Fax Number type in region and enter the fax number using the on screen keypad c Touch Save d Touch Fax Line ID type in region and enter the Line Name using the on screen keyboard A m...

Page 279: ...ministrator 1 From the Incoming Default Settings screen touch Receive Printing Mode icon 2 The Receive Printing Mode screen displays Select one of the following option Automatic when selected incoming faxes will be printed on the paper size which most closely matches the attributes of the incoming fax Manual when selected allows you to specify the exact paper attributes 3 When required settings ha...

Page 280: ...rinted on both sides of the pages in Head to Head orientation If the incoming document does not match this the orientation may not be as expected 3 Touch Save to return to the Incoming Default Settings screen Advanced Capabilities This option when enabled allows the full use of the capabilities of the fax card it improves document transmission speed and resolution This feature may prevent successf...

Page 281: ... 2 The Automatic Resend screen displays For Number of Resends use the left and right arrow buttons to select the required amount The range is 0 to 5 3 Select one of the following options for what part of the Fax job to re send if transmission fails Failed page s without a cover page Failed page s with a cover page Whole job without a cover page Whole job with a cover page 4 Touch Save to return to...

Page 282: ...thway as a System Administrator For details refer to Access Tools Pathway as a System Administrator on page 18 1 From the Tools pathway touch Service Settings 2 Touch the Fax Settings to display the Fax Settings screen 3 Select File Management 4 The File Management screen displays Select Mailbox Polling Policies icon 5 The Mailbox Polling Policies screen displays To set option for received documen...

Page 283: ...t passcode for the mailbox using the numeric keypad Note If no passcode is entered the mailbox will use the default passcode of 0000 c Touch Save to return to the Edit Mailbox screen 5 To receive fax notification ensure the Mailbox Notification option is set to Enable 6 Touch Save to return to the Mailbox Setup screen To Delete a Mailbox 1 From the Mailbox Setup screen touch an assigned mailbox fr...

Page 284: ...e this option allows you to choose if the report should include a reduced image of the fax or not If selected select one of the following Reduce Image to print a thumbnail image of the fax on the confirmation report No Image to remove the thumbnail image of the fax from the confirmation report Transmission Report this option allows you to choose whether or not a transmission report is printed foll...

Page 285: ...with additional selections for rules which have been defined 6 In the General area a Enter a name in the Rule Name field b From the File Format Type drop down menu select one of the following PDF Image Only this is the default setting Select this for Full Color Grayscale or Black White documents PDF Searchable select this for Full Color Grayscale or Black White documents and with searchable text X...

Page 286: ...ogin into the server in the Login Name field f Enter a password the device will use to login into the server in the Password and Retype Password fields g Check the Select to save the new password checkbox to save the new password on this device h The File Name field will display the filename that will be applied to the forwarded fax document Click on the Customize button to define how the File Nam...

Page 287: ...date Received_Date to display When the fax is forwarded this is replaced by the current date Time selecting this allows the date Received_Time to display When the fax is forwarded this is replaced by the current time b For Custom Text further four text fields are available Check the required checkbox to allow text entry into the corresponding field Up to 20 characters or numbers are allowed per fi...

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Page 289: ...r Fax will be disabled automatically If Embedded Fax is currently enabled and Server Fax is then enabled Embedded Fax will be disabled automatically Server Fax Authentication and Authorization Authentication Service Access Control can be enabled on the device to prevent unauthorized access to the network options If Authentication is enabled a user will be prompted to enter a user name and password...

Page 290: ...or these settings access the Tools pathway as a System Administrator For details refer to Access Tools Pathway as a System Administrator on page 18 1 From the Tools pathway touch Service Settings 2 Touch Optional Services 3 Scroll down by touching the scroll arrow touch Server Fax 4 Touch Enable 5 Touch Save 6 Press the Log In Out button 7 Touch Logout to exit the Tools Pathway Configure a Server ...

Page 291: ...ies tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Services link 2 Click on the Server Fax link 3 Select Fax Repository Setup in the directory tree 4 In the Settings area a Select FTP from the Protocol drop down menu b Select either IPv4 Address IPv6 Address or Host Name c Enter details of the Re...

Page 292: ...the Fax Repository Details via Internet Services At your Workstation Note To configure this feature or these settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Services link 2 Click on the Server Fax link 3 Select Fax Repository Setup in the directory tree 4 In the Sett...

Page 293: ...reate a user account and password for the device with full access rights to the fax repository Note the user account and password Test the settings by attempting to connect to the shared folder from another PC by logging in with the user account and password Create a new folder within the directory and then delete the folder If you cannot perform this function check the user account access rights ...

Page 294: ...Microsoft Internet Information Services IIS and Apache Note the IP Address or host name of the server For HTTPS ensure that your web server is installed with a secure certificate Create a user account and password for the device When a document is scanned the device logs in using the account transfers the file to the server or workstation and logs out Note the user account and password details Cre...

Page 295: ...filename of this script relative to the HTTP root in the Filing Destination setup If authentication is required to access the script on the server specify login information on the setup page The Document Path directory permissions must allow write operations Right click on the required script language file zip or gz which is supported by your HTTP Scan Repository server and select Save Target As t...

Page 296: ...tionally the Authenticated User s e mail address will be used as the Reply To address Note This feature requires Network Authentication to be enabled The Perform LDAP Query to populate the From field option must be enabled 7 Click on the Apply button to accept the changes Configure Default Settings At your Workstation Note To configure this feature or these settings access the Properties tab as a ...

Page 297: ...e in the Image Quality area click on the Edit button The Image Quality page displays a In the Image Quality area for Lighten Darken use the Lighten or Darken arrow buttons to adjust the overall brightness of the original output b For Background Suppression select either No Suppression or Auto Suppression Use this feature to prevent the reproduction of an unwanted background image shading or bleed ...

Page 298: ... is convenient for international calls and for sending documents at night when the telephone rates are at their lowest If set to Off any fax jobs are begun or queued immediately 1 From the Fax Defaults page in the Filing Options area click on the Edit button The Filing Options page displays 2 For Delay Start select the required option If Specific Time is selected enter required time 3 Click on the...

Page 299: ...Driver must be installed on your Workstation Enable LAN Fax Windows Print Driver LAN Fax must be enabled in your Print Driver to support the LAN fax feature LAN fax can be enabled automatically with either Bi directional communication or manually Both instructions are detailed below Configure the Print Driver Automatically 1 At your Workstation from the Start menu click on Printers and Faxes Windo...

Page 300: ...sonal Phonebook created you can add a recipient name from it On the Fax screen click on the Add from Phonebook icon 4 In the Add from Phonebook area a If you have more than one phonebook available select the required phonebook from the Phone book drop down menu b Click on the recipient that you want to fax to and click on the add green arrow button To view the details for the recipient double clic...

Page 301: ...ormation that you want to show on the cover sheet in the following fields Name Fax Number Organization Telephone Number E mail Address 5 If you want to add a graphic or logo to the cover sheet a bmp gif or jpeg select New from the Cover Sheet Image drop down menu c The Cover Sheet Image Editor screen displays To add a graphic or logo select Picture from the Options drop down menu d Click on the Ch...

Page 302: ... telephone system requires Fax users to enter a prefix in front of fax numbers If selected enter the prefix in the entry field Credit Card if your call requires a Charge Code number for billing purposes If selected enter the details for the charge code in the entry field Setup Phone book Preferences 1 On the Fax screen click on the Options tab and click on the Preferences button If you have more t...

Page 303: ...nt List Always Use Current Cover Sheet Notes if you want to use the current Cover Sheet notes 5 Click on the OK button to return to the Fax screen 6 Click on the OK button to close the Fax screen 7 Click on the OK button on the Properties screen 8 Click on the OK button on the Print screen to send a LAN fax The document will fax with the specified settings ...

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Page 305: ...rint scan or e mail these files You can enable disable encryption of user data Refer to User Data Encryption on page 173 Information Checklist Before starting the procedure ensure the following items are available or tasks have been performed Ensure the device is fully functioning on the network To backup jobs and folders an FTP server must be available on the network recommended Create an account...

Page 306: ...tents Disable and Keep Jobs this option will disable the feature but will not delete the user folder or its content Enable this option enables the feature and does not require a system restart to activate the feature 5 Touch Save to return to the Optional Services screen Windows Operating Systems MAC Operating Systems 1 At your Workstation open the Printers Folder For Windows 2000 2003 From the St...

Page 307: ...field For example directory name directory name e Enter the file name for the backup in the File Name field This name will be appended to the document path f Enter the system login name in the Login Name and the password in the Password field g Re enter the password in the Retype Password field h Check the Select to save new password checkbox if you want to change the password for an existing Logi...

Page 308: ...tart button to begin the restore process Manage Folders Create New Folder Folders and the files saved within them can be managed using Internet Services 1 At your workstation open the web browser and enter the IP Address of the device in the Address bar and press Enter 2 Select the Jobs options 3 Select the Saved Jobs tab to access the folder options 4 In the Folder Operations area select Create N...

Page 309: ... selecting the Save Job for Reprint Job Type when submitting a print job from your PC or when submitting a print job using Internet Services Using the Print Driver Select or create a document on your PC 1 Select Print from the application s File menu The application Print window is displayed 2 Select the WorkCentre printer from the Printer Name drop down menu 3 Select Properties to access the prin...

Page 310: ...rowse option to locate the file 4 From the Job Type drop down menu and select Save Job for Reprint The Saved Job options are displayed Select Save to store the job only or Save and Print to store and print the job Enter a name for the job in the Job Name field From the Save in Folder drop down menu select a location to store the job The Default Public Folder is available to all users other folders...

Page 311: ...s their network authentication account details at the user interface Enable Validation Options At your Workstation Note To configure this feature or these settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Services link 2 Click on the Custom Services link 3 Select Valid...

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Page 313: ...access to features that can be tracked for accounting and regulatory requirements Secure Access is also the key to the personalized experience at the device Xerox Scan to PC This solution bridges the gap between documents PDFs and paper helping you to personalize your Xerox workflow scanning and PDF workflow It also gives you the ability to customize directly from your desktop the scanning menus a...

Page 314: ...ity area check the following required checkboxes Xerox Secure Access this feature is one of the authentication options available to restrict access to printer services and features Session Data this feature allows an EIP application to access user session information d Click on the Save button to return to the Custom Service Setup screen e Click on the OK button when you see the message Properties...

Page 315: ...ovides a WSD client to connect with printing and scanning peripherals that offer the WSD interface Enable WSD Web Services for Devices Note WSD Services are not related to the HTTP Web Services accessed by selecting Properties Connectivity Protocols HTTP Web Services tab At your Workstation Note To configure this feature or setting access the Properties tab as a System Administrator For details re...

Page 316: ...Enable WSD Web Services for Devices WorkCentre 5735 5740 5745 5755 5765 5775 5790 System Administrator Guide 316 ...

Page 317: ...ed When XSA is enabled users must enter their account details in the Print Driver to print documents from their workstations The XSA feature and any other accounting features are mutually exclusive If XSA is enabled at the device you cannot enable Foreign Device Interface or Network Accounting Each device supports a maximum of 2500 unique XSA user IDs 500 General Accounts 500 Group Accounts All us...

Page 318: ...ture or these settings access the Tools pathway as a System Administrator For details refer to Access Tools Pathway as a System Administrator on page 18 1 From the Tools pathway touch Accounting Settings 2 Touch Authentication 3 In the Authentication Mode screen for Xerox Standard Accounting select On 4 Touch Save to return to the Tools pathway 5 Press the Log In Out button 6 Touch Logout to exit ...

Page 319: ... The administrator can print an XSA Report which lists the numbers of impressions recorded for each user Group and General Account At your Workstation Note To configure this feature or these settings access the Properties tab as a System Administrator For details refer to Access Internet Services as System Administrator on page 24 1 From the Properties tab click on the Accounting link 2 Click on t...

Page 320: ...abled and supported on the device 6 Click on the Close button To Create a Group Account All Login IDs must be assigned to one or more Group Accounts If a user is a member of more than one Group Account or General Account they will be asked to select an account associated with their Login ID At your Workstation Note To configure this feature or these settings access the Properties tab as a System A...

Page 321: ...nding usage counter Or click on the Reset All button reset all corresponding usage counter Note Usage information will only be displayed for those options that are enabled and supported on the device b you can reset the usage total click on the Reset button c Click on the Close button Generate Report and Reset User Limits At your Workstation Note To configure this feature or these settings access ...

Page 322: ...show asterisks when ID s are entered 8 Otherwise select Use Default Accounting Codes a Enter details of the default user in the Default User ID b Select from the drop down menu the Default Account Type c Enter the details in the Default Account ID 9 Click on OK 10 Click on Apply then click on OK to exit When you use the Print Driver to print a document you will be asked to enter your user ID Enabl...

Page 323: ...on file disable any of the features by clicking the checkboxes next to the feature s and then click on the Clone button 3 Right click on the Cloning dlm link that appears and select Save Target As 4 A dialog box will prompt you to specify the name and location for the cloned file Ensure the extension reads dlm 5 Click on the Save button The dlm file can now be used to restore the information to th...

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Page 325: ... installation Ensure that the TCP IP and HTTP protocols are configured on the device as per Enable TCP IP and HTTP at the Device on page 19 This is required to access Internet Services to configure Network Accounting Locate the Network Accounting Kit Contact your Xerox Sales Representative if you do not have the Network Accounting Kit This kit contains the License Agreement and Kit Code Number to ...

Page 326: ...ccount ID Details as required If you want user details to be replaced by asterisks on the device screen touch Mask User ID Details and Mask Account ID Details as required b Touch the Save button to retain the settings and return to the Network Accounting Setup screen 4 Select Network Accounting Validation a In the Network Accounting Validation screen touch the User ID text box b Enter the details ...

Page 327: ...sterisks for extra security b If you do not require the security option select Use Default Accounting Codes and enter the required information for the following field Default User ID Default Account ID c Click on OK d Click on Apply then click on OK to exit Windows XP Vista 1 From the Start menu select Settings and then Printers 2 Right click on the device printer icon 3 Select Properties 4 Select...

Page 328: ...unting 1 Open an application and print a job Verify that you are presented with the User ID and Accounting ID screen 2 Enter a valid User ID and Accounting ID and click on OK If you selected Save Accounting Codes it will only be necessary to enter this information the first time the driver is used 3 If your print job does not print try to copy a job at the device using the same Account and User ID...

Page 329: ...g Mode 5 Select Auditron and On The Auditron is enabled and ready to initialize Note The Auditron cannot be enabled if the Save Job for Reprint feature is installed and enabled 6 Select Account Settings and Internal Auditron Setup 7 Select Auditron Initialization The Auditron Initialization screen gives access to two types of activities performed within Auditron Initialization Partitioning means d...

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Page 331: ...rver to complete this task Contact your Xerox Sales Representative if you do not have the Xerox Secure Access authentication server Note If you want authorization there must be a mapping between the accounts created on the authentication server and accounts created in the Local User Information Database or remote Authorization server Connect and configure your card reader if required Attach the ca...

Page 332: ...nu When a user attempts to access Internet Services they are prompted to enter their login information The option selected from the web user interface Authentication menu defines how the device will validate the user s rights to access Internet Services This is required because if the user normally authenticates at the device with a card reader there would be no method for the device to authentica...

Page 333: ...I Xerox Secure Access Device alternate on screen authentication method if you want users to authenticate using the device s control panel as well as the XSA feature When the second option is enabled a button labelled Alternate Login is displayed on the Instructional Blocking Window providing users with an alternate method to log in For example this feature can be enabled for users who are unable t...

Page 334: ...pe from the drop down menu See Authentication Configuration for Kerberos Solaris on page 157 See Authentication Configuration for Kerberos Windows 2000 2003 on page 158 See Authentication Configuration for SMB Windows NT4 and SMB Windows 2000 2003 2008 on page 159 See Authentication Configuration for SMB Windows NT4 and SMB Windows 2000 2003 2008 on page 159 See Authentication Configuration for LD...

Page 335: ...oximity card near to the reader Enter a user ID or PIN number If you need to enter information touch the Keyboard Access button and enter your login information 3 The screen may request further information such as a primary PIN or password or account information The primary PIN may have been set on the Xerox Secure Access authentication server The account information may be requested because an ac...

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Page 337: ...ed to complete or be deleted before initiating a software upgrade There are three methods for upgrading the software on the device Over a network connection using Internet Services via a web browser Auto upgrade USB Stick and DLM 1 Software Upgrade Over a Network Connection If your device is connected to the network it is possible to upgrade the software through Internet Services The device will n...

Page 338: ...he file after the upgrade procedure It is important to obtain the correct upgrade file for your particular model of device System Software Version To determine which model of device you have check the system software version Manual Upgrade At the Device 1 Press the Machine Status button 2 Touch Machine Information tab 3 In the General Information area view the System Software Version Note TCP IP a...

Page 339: ...printing until the upgrade has completed If you wish to preserve these jobs allow them to complete before upgrading your software All configured network settings and installed options will be retained by the device after the Software Upgrade process Information Checklist Before starting the procedure ensure the following items are available or tasks have been performed Obtain the new software for ...

Page 340: ...s device will be lost including this web user interface The installation progress can be monitored from the local user interface Upgrade Through USB This section provides instructions to upgrade machine software via the Utilities Software Upgrade Tool installed on a workstation or laptop and connected to the machine via a USB cable Note This procedure will delete any current jobs in the machine pr...

Page 341: ... Upgrade 1 Obtain the upgrade file UGD to be used for the upgrade You will be able to delete the file after the upgrade procedure 2 Verify that you have the upgrade tool installed onto the laptop or PC which will be attached to the machine to perform the upgrade From the Start menu on the workstation select Programs The Xerox machine model Utilities link should appear in the list 3 Connect the USB...

Page 342: ...the option of upgrading the parts of the software set which are of an earlier version 7 Click on the Select File button Browse to locate the software upgrade file that you obtained earlier The ugd file 8 Select Open The file will be extracted This may take up to two minutes 9 Click on Upgrade Note Any file matching the current software version will not be updated 10 The Upgrade Progress window wil...

Page 343: ...ck on the Connectivity link 2 Click on the Physical Connections link 3 Select USB Port in the directory tree the USB Port page displays a In the General area for Connection Mode select Direct Printing Via Driver b Enter time in seconds in the Timeout field The default is 10 seconds the range is 0 60 c Click on the Apply button d Click on the OK button when you see the message Properties have been ...

Page 344: ...twork Settings 2 Touch USB Printer Port The USB Settings screen displays a For USB Connection Mode touch Direct Printing via Driver b For Print Timeout Seconds set time in seconds using the up and down arrow buttons The range is 0 60 c To disable the Print Timeout set the value to 0 d Touch Save 3 Press the Log In Out button 4 Touch Logout to exit the Tools pathway 5 Connect your workstation or la...

Page 345: ...ce verify that you have a Workflow Scanning feature icon on the device screen interface and that this is not grayed out or unavailable To view the Workflow Scanning feature icon you may need to press the Services Home button Is the Workflow Scanning Button Available on the Device If there is no Workflow Scanning feature icon available on the device install the Scanning Kit and configure the Workfl...

Page 346: ...k 8 Select File Repository Setup in the directory tree 9 Select the file from the File Destination list 10 Click on the Edit box and check the details configured for your Scan Filing Repository 11 Make any amendments as necessary and try scanning your documents again Scanning Using FTP Check that your FTP service is configured properly 1 Open a command prompt window and on one line type FTP then e...

Page 347: ...the device is connected on the network and functioning as a printer by performing the following activities Check the network cable at the back of the device Send a test page from your PC to the device If connected via TCP IP try a PING from your workstation to the device Configure your device on the network or resolve any networking issues before attempting to use the E mail feature Ensure E mail ...

Page 348: ...account If there is still a problem check for restricted host addresses at the SMTP server that could cause mail to not be received from the device Other possibilities are that an authentication server is interfering with the device s log in to the mail server or that the mail client on the device is not working correctly By successfully sending e mail to a mail server not subject to authenticatio...

Page 349: ...eed to press the Services Home button Install Internet Fax before proceeding For instructions refer to Internet Fax on page 261 Note If you have enabled Internet Fax but the icon is grayed out or unavailable To enable this feature access the Tools pathway as a System Administrator For details refer to Access Tools Pathway as a System Administrator on page 18 From the Tools pathway Touch Service Se...

Page 350: ... path to the SMTP server It may be necessary to perform a network trace analysis POP3 Errors If you are experiencing problems with receiving Internet Fax messages at the device verify the POP3 address details have been properly configured At the Device 1 Touch the Internet Fax feature icon 2 Enter the Internet Fax address of the device the E mail address configured within Internet Services 3 Touch...

Page 351: ...evice on the network see Enable TCP IP and HTTP at the Device on page 19 Ensure Server Fax is Installed Correctly At the device verify that you have a Server Fax feature icon on the device screen interface and that this is not grayed out and unselectable To view the Server Fax feature icon you may need to press the Services Home button Is the Fax Button Available on the Device Install Server Fax b...

Page 352: ...iles If the fax filing repository contains the TIFF files then the device has successfully completed its task The problem lies with the third party fax server Ensure the server is configured properly and the path to the fax filing repository is set Refer to the manufacturer s instructions contained with the fax server software to complete this task Check the User Account and Fax Filing Location 1 ...

Page 353: ...the Tools pathway touch Service Settings 2 Touch Fax Settings Verify that all Fax Setting configuration steps have been performed Refer to Embedded Fax on page 271 If the fault requires further investigation refer to the Xerox website at www xerox com for further support Troubleshooting Network Accounting If you are experiencing problems with Network Accounting first verify that the device is conn...

Page 354: ...the web browser and enter the IP Address of the device in the address bar and press Enter 2 The device s Internet Services web pages should appear It they do not verify the IP Address settings on the device If you do not have a web browser test connectivity by pinging the IP Address of the device from your Network Accounting server 3 Verify that your network accounting server is configured properl...

Page 355: ...ocuments in multiple languages in an SAP printing environment To order the kit contact your Xerox representative The Font Management Utility is used to manage fonts on one or more printers The management process involves downloading soft fonts to your printer s For example you may have a logo or graphic that uses a particular font By downloading the font to a printer you can print the logo or grap...

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Page 357: ...SMB Windows NT4 and Windows 2000 2003 2008 159 Xerox Secure Access 164 Authentication Configuration Network Authentication 157 Authorization Overview 156 B Backup Saved Jobs 51 Banner Sheet 48 Billing Information 47 60 Bindery Settings 128 BOOTP 95 C Clone File Installation 34 Cloning 32 33 Completion Status 179 Compression Capability 220 232 Configuration Overview 65 Configuration Page 29 Configu...

Page 358: ...nergy Saver Button 16 Entry Data 179 Ethernet Configuration 19 66 Ethernet Port 19 Event Description 178 Event ID 178 Extensible Services Setup 313 F Feature Default 49 File Management Mailbox Setup 283 File Management Retained Document Policy 282 File Transfer Protocol 203 Flate Compression 37 Font Management Utility and Unicode 355 Foreign Interface Device 52 Front View 14 FTP 203 FTP File Trans...

Page 359: ...ol 127 NetWare Directory Services NDS 128 NetWare NCP NetWare Core Protocol 202 204 NetWare Settings Configuration 127 Network Accounting 325 Configure 326 Enable and Configure 325 Enable in Mac Print Driver 328 Enable in Windows Print Driver 327 Network Authentication Authentication Off if available 167 Enable Web User Interface Authentication 334 Network Configuration 92 Network Installation 69 ...

Page 360: ...n Demand Overwrite 197 Searchable PDF 36 Searchable PDF A 36 Security 169 Security Xerox 170 Security Policies 183 Server Fax 289 Authentication and Authorization 289 Configure a Fax Repository using FTP 291 Configure a Fax Repository using HTTP HTTPS 294 Configure a Fax Repository using NetWare 292 Configure a Fax Repository using SMB 293 Configure a Fax Repository using SMTP 296 Configure a Serv...

Page 361: ... of Templates 221 Usage Counters 47 60 Usage Limits 320 321 USB Printer Port 343 User Data Encryption 173 User Information Database 173 V Validation Servers 210 Verify the IP Address 70 93 View audit log file 178 W Welcome Page 22 Windows 2000 2003 XP Vista Environment 70 Windows 2000 2003 using AppleTalk 76 Windows using Microsoft R Networking 79 WINS 108 Workflow Scanning 201 Apply Factory Defau...

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