Xerox WorkCentre 3655 Multifunction Printer Imprimante multifonction System Administrator Guide Guide de l’administrateur système ® ®
© 2014 Xerox Corporation. All rights reserved. Unpublished rights reserved under the copyright laws of the United States. Contents of this publication may not be reproduced in any form without permission of Xerox Corporation.
Contents 1 Introduction 13 Overview ............................................................................................................................................................................... 14 Configuration Steps ................................................................................................................................................. 14 More Information ............................................................................................................
Contents Configuring IP Settings in CentreWare Internet Services ....................................................................... 36 FTP/SFTP Filing .................................................................................................................................................................. 40 Configuring FTP and SFTP Filing Settings...................................................................................................... 40 IPP .......................................
Contents WSD ........................................................................................................................................................................................ 63 Enabling WSD ............................................................................................................................................................ 63 NetWare .................................................................................................................................
Contents McAfee Embedded Control .......................................................................................................................................... 96 Setting the Security Level...................................................................................................................................... 96 Setting the Alert Options ....................................................................................................................................... 97 IPsec .
Contents Selecting Paper Tray Settings ........................................................................................................................... 125 Setting Paper Size Preference ........................................................................................................................... 125 Saving and Reprinting Jobs ........................................................................................................................................
Contents Enabling Toner Saver .................................................................................................................................................... 153 Specifying Output Settings......................................................................................................................................... 154 7 Scanning 155 Scanning to a Folder on the Printer .........................................................................................................
Contents Internet Fax ...................................................................................................................................................................... 206 Accessing the Internet Fax Setup Page ........................................................................................................ 206 Configuring Required Settings ..........................................................................................................................
Contents Setting the Date and Time at the Control Panel ...................................................................................... 234 Smart eSolutions and Billing Information ........................................................................................................... 235 Smart eSolutions ..................................................................................................................................................... 235 View Usage and Billing Information .....
Contents Audit Log Event Identification Numbers .............................................................................................................. 264 B External Keyboard 269 External Keyboard Shortcuts .....................................................................................................................................
Introduction 1 This chapter includes: • Overview .................................................................................................................................................................................. 14 • More Information ................................................................................................................................................................
Introduction Overview This guide is designed for a system administrator with network administrator rights who understands networking concepts and has experience creating and managing network user accounts. Use this guide to help you install, configure, and manage your printer on a network. Notes: • • Network features are not available when you are connected over USB. Embedded fax features are not available for all printer models.
Introduction More Information You can obtain more information about your printer from these sources: Resource Location Installation Guide Packaged with the printer. Other documentation for your printer www.xerox.com/office/WC3655docs Recommended Media List United States: www.xerox.com/paper European Union: www.xerox.com/europaper Technical support information for your printer; including online technical support, Online Support Assistant, and driver downloads. www.xerox.
Initial Setup 2 This chapter includes: • Physically Connecting the Printer ................................................................................................................................. 18 • • Assigning a Network Address.......................................................................................................................................... 19 Connecting the Printer to a Wireless Network..................................................................................
Initial Setup Physically Connecting the Printer 1. 2. 3. 4. 18 Connect the power cord to the printer, and plug it into an electrical outlet. Connect one end of a Category 5 or better Ethernet cable to the Ethernet port on the back of the printer. Connect the other end of the cable to a correctly configured network port. If your printer has fax installed, connect it to a correctly configured telephone line. Turn on the printer.
Initial Setup Assigning a Network Address The printer automatically acquires a network address from a DHCP server by default. To assign a static IP address, configure DNS server settings, or configure other TCP/IP settings, see IP on page 35. If the printer does not detect a DHCP server, the printer uses an IPv4 self-assigned address. Address information is listed on the configuration report. For details, see Configuration Report on page 24.
Initial Setup Connecting the Printer to a Wireless Network If the printer is connected to your wired network, you can configure wireless settings in CentreWare Internet Services. You can also connect directly to a wireless network. For details, see Connecting to a Wireless Network on page 32. Note: You cannot connect to a wired network and a wireless network at the same time.
Initial Setup Accessing Administration and Configuration Settings You can access the administration and configuration settings from the Tools tab on the control panel or from the Properties tab in CentreWare Internet Services. The control panel consists of a touch screen and buttons you press to control the functions available on the printer. CentreWare Internet Services is the administration and configuration software installed on the embedded Web server in the printer.
Initial Setup Initial Setup at the Control Panel Installation Wizard The Installation wizard starts the first time you turn on the printer. The wizard prompts you with a series of questions to help you configure basic printer settings. Note: You can change these settings at any time. Quick Setup Home After the Installation wizard completes, the Quick Setup Home wizard appears. Use the Quick Setup Home wizard to configure printer settings. Note: You can complete the wizard at any time.
Initial Setup Installing Optional Software Features When you purchase an optional software feature, enable it by providing a feature installation key. Some features come with an activation code that you use to get a feature installation key. Go to the Xerox® Software Activation Portal website at www.xeroxlicensing.xerox.com to enter the activation code. The website generates a feature installation key that you can use to enable the feature.
Initial Setup Initial Setup in CentreWare Internet Services Printing the Configuration Report The Configuration Report lists all current settings of the printer. A configuration report prints at startup by default. 1. In CentreWare Internet Services, click Status>Configuration Report. 2. To print the report, click Print Configuration Page. To turn off automatic printing of a Configuration Report at startup, see Disabling the Configuration Report at Startup on page 24.
Initial Setup Using the Configuration Overview Page The Configuration Overview page contains links to the commonly-accessed pages on the Properties tab. Use the Configuration Overview page to help you install your printer successfully. 1. In CentreWare Internet Services, click Properties>Configuration Overview. 2. Select an option: − To open the Configuration Checklist page, click View Checklist.
Initial Setup Installing Optional Software Features When you purchase an optional software feature, enable it by providing a feature installation key. Some features come with an activation code that you use to get a feature installation key. Go to the Xerox® Software Activation Portal website at www.xeroxlicensing.xerox.com to enter the activation code. The website generates a feature installation key that you can use to enable the feature.
Initial Setup Physical Connection Settings You can specify Ethernet and USB settings, such as Ethernet Rated Speed, USB Connection Mode, and Print Timeout for USB printing. Setting Ethernet Options The Ethernet interface on the printer automatically detects the speed of your network. Any auto-sensing devices connected to the network, such as a hub, do not always detect the correct speed. Refer to the configuration report to ensure that the printer detects the correct network speed. 1.
Initial Setup Changing the System Administrator Password Xerox recommends that you change the default system administrator password after you configure the printer. Be sure to store the password in a secure location. The default password is 1111. 1. In CentreWare Internet Services, click Properties>Security. 2. Click Password Policies>Admin Password. 3. Type the old password. 4. Type the new password, then type the password again to verify. 5. Click Apply.
Initial Setup Setting the Date and Time Setting the Date and Time in CentreWare Internet Services 1. 2. 3. 4. In CentreWare Internet Services, click Properties>General Setup. Click Date and Time. Under Date and Time Setup, select: − Automatic using NTP to allow the NTP service to set the time automatically. − Manual (NTP Disabled) to set the date and time manually. If you are using an NTP server, select the address type. Options are IPv4 Address or Host Name.
Network Connectivity 3 This chapter includes: • Connecting to a Wireless Network................................................................................................................................ 32 • • Connecting Directly to a Wireless Network .............................................................................................................. 34 IP ....................................................................................................................................
Network Connectivity Connecting to a Wireless Network If the printer is connected to your wired network, you can configure wireless settings in CentreWare Internet Services. Note: You cannot connect to a wired network and a wireless network at the same time. Before you begin, purchase and install the Xerox® Wireless Network Interface. 1. In CentreWare Internet Services, click Properties>Connectivity>Setup. 2. Next to Xerox® Wireless Network Interface, click Edit.
Network Connectivity To verify the wireless status and see the wireless IP address, print a Configuration Report. For details, see Configuration Report on page 24. See the Connectivity Physical Connections, and Connectivity Protocols, TCP/IPv4 sections of the report. Note: When you switch from a wired connection to a wireless connection, the IP address of the printer changes. The connection to CentreWare Internet Services through your Web browser closes.
Network Connectivity Connecting Directly to a Wireless Network Before you begin, purchase and install the Xerox® Wireless Network Interface. 1. Ensure that the printer is not connected to a wired Ethernet network. 2. Restart the printer. 3. Refer to the Configuration Report to find the self-assigned IP address of the printer, in the 169.254.x.x range. For details, see Printing the Configuration Report on page 24. 4. Using an Ethernet cable, connect a computer to the printer. Notes: 5. 6. 7. 8.
Network Connectivity IP Internet Protocol (IP) is a protocol within the Internet Protocol Suite that manages the transmission of messages from computer to computer. Enabling TCP/IP 1. 2. 3. 4. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Network Settings>TCP/IP Settings. Touch TCPIP Enablement. Touch Enable for IPv4 or IPv6, then touch Close. Note: By default, TCP/IP is enabled.
Network Connectivity Configuring DNS Settings at the Control Panel Domain Name System (DNS) is a system that maps host names to IP addresses. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Network Settings>TCP/IP Settings. 3. Touch DNS Configuration. a. Touch Host Name. b. Type a host name. c. Touch OK. d. Touch Close. Note: If DHCP is enabled, your DHCP server can provide the following information.
Network Connectivity 5. 6. Under IP Address Resolution, select an option: − STATIC disables dynamic addressing and allows you to type a static IP address. Type a Machine IP Address, Subnet Mask, and Gateway Address. − DHCP allows the printer to obtain an IP address from a DHCP server or a BOOTP server that is configured to accept DHCP requests. The printer requests that the server register the IP address and hostname of the printer with the DNS server.
Network Connectivity To configure IPv6 settings: 1. Under Protocol, select Enabled. 2. To allow the router to assign address prefixes, under Stateless Addresses, select Use Router Supplied Prefixes. 3. To select how DHCP operates for IPv6, under Default Dynamic Host Configuration Protocol (DHCP) Settings, select an option. 4. To enter an address manually, under Enable Manual Address, select Enable Manual Address. Select a Router Prefix from the menu, or type a new router prefix, then click Add. 5.
Network Connectivity Configuring DNS Domain Name System (DNS) is a system that maps host names to IP addresses. 1. In CentreWare Internet Services, click Properties>Connectivity>Setup. 2. Under Network, next to a connection type, click Edit. Note: The printer uses separate IPv4, IPv6, and DNS settings for wired and wireless network connections. Before configuring wireless IP settings, install the Xerox® Wireless Network Interface and connect to a wireless network.
Network Connectivity FTP/SFTP Filing File Transport Protocol (FTP) is a standard network protocol used to pass and manipulate files over a TCP/IP network. Several services running on your printer, including Network Scanning, Saved Jobs Backup, and Software upgrade can use FTP as a filing service. Secure FTP (SFTP) is a standard network protocol that is used with SSH to ensure that data is encrypted and transferred securely. Configuring FTP and SFTP Filing Settings 1. 2. 3. 4. 5.
Network Connectivity IPP Internet Printing Protocol (IPP) is a standard network protocol that allows you to print and manage jobs remotely. 1. In CentreWare Internet Services, click Properties>Connectivity>Setup. 2. Under Protocol, next to IPP, click Edit. 3. In the IPP Protocol Settings, for Protocol, select Enabled. 4. Click Save.
Network Connectivity SLP Printers use Service Location Protocol (SLP) to announce and look up services on a local network without prior configuration. When SLP is enabled, the printer becomes a Service Agent (SA) and announces its services to User Agents (UA) on the network using SLP. Directory Agents (DA) are components that cache services. They are used in larger networks to reduce the amount of traffic. DAs are optional.
Network Connectivity SNMP Simple Network Management Protocol (SNMP) is a set of network protocols designed to allow you to manage and monitor devices on your network. You can use the SNMP configuration pages in CentreWare Internet Services to: • Enable or disable Authentication Failure Generic Traps. • Enable SNMPv3 to create an encrypted channel for secure printer management. • Assign privacy, authentication protocols, and keys to Administrative and key user accounts.
Network Connectivity 5. Under SET Community Name, type a name. SET returns the password for the SNMP SET requests to the printer. Applications that set information on the printer using SNMP use this password. CAUTION: Changes made to the GET or SET community names for this printer require corresponding changes to the GET or SET community names for applications using SNMP. 6. Under TRAP Community Name, type a name.
Network Connectivity Configuring SNMP Advanced Settings You can add, edit, or delete IP and IPX addresses for Network Management workstations that receive traps from the printer. Configuring SNMP Advanced Settings 1. 2. 3. 4. 5. 6. 7. In CentreWare Internet Services, click Properties>Connectivity>Setup. Under Protocol, next to SNMP, click Edit. Click Advanced Settings. To add an IP trap destination address, under Trap Destination Addresses, click Add IP Address.
Network Connectivity LPR/LPD The Line Printer Daemon (LPD) and Line Printer Remote (LPR) protocols provide printer spooling and network print server functionality for UNIX-based systems, such as HP-UX, Linux, and Macintosh. 1. In CentreWare Internet Services, click Properties>Connectivity>Setup. 2. Under Protocol, next to LPR/LPD, click Edit. 3. Under Protocol, select Enabled. 4. Under Port Number, type a value. 5. Under PDL Switching, to allow multiple printer languages in a single job, select Enabled.
Network Connectivity SSDP Simple Service Discovery Protocol (SSDP) provides processes to allow network clients with little or no static configuration to discover network services. SSDP provides multicast discovery, server-based notification, and discovery routing options. 1. In CentreWare Internet Services, click Properties>Connectivity>Setup. 2. Under Protocol, next to SSDP, click Edit. 3. Under Protocol, select Enabled. 4. Under Cache Control, type a number from 1 through 43200. 5.
Network Connectivity Microsoft Networking When running WINS, the printer registers its IP address and NetBIOS Host Name with a WINS server. WINS allows the printer to communicate using host name only. Using Microsoft Networking removes significant overhead for systems administrators. Configuring Microsoft Networking In CentreWare Internet Services, click Properties>Connectivity>Setup. Under Protocol, next to Microsoft Networking, click Edit. In the General pane, under Protocol, select Enabled.
Network Connectivity Raw TCP/IP Printing Raw TCP/IP is used to open a TCP socket-level connection over Port 9100, and stream a print-ready file to the printer input buffer. It then closes the connection either after sensing an End Of Job character in the PDL or after expiration of a preset timeout value. Port 9100 does not require an LPR request from the computer or the use of an LPD running on the printer. Raw TCP/IP printing is selected in Windows as the Standard TCP/IP port.
Network Connectivity 5. 6. For Banner Page Printing, do the following: − To restrict banner pages to print for specific jobs only, for Banner Page Enabled, select a job type. − To enable banner pages to print before each PDL document within a single job, for to Banner Page for Each Document of Job, select Enabled. − You can restrict banner pages to print for jobs that specifically request them through PJL. To restrict banner pages, for Banner Page for Job Containing only PJL Commands, select Enabled.
Network Connectivity SMB Filing You can specify Kerberos authentication options for features that file images to an SMB-shared network location. Configuring Kerberos Authentication Options for SMB 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties>Connectivity>Setup. Under Protocol, next to SMB Filing, click Edit.
Network Connectivity SMTP Server Simple Mail Transfer Protocol (SMTP) is an Internet standard used to transmit email across IP networks. Your printer uses SMTP to transmit scanned images, Internet fax jobs, and alerts through email. Configuring SMTP Server Settings 1. 2. 3. 4. 5. 6. In CentreWare Internet Services, click Properties>Connectivity>Setup. Under Protocol, next to SMTP, click Edit.
Network Connectivity Configuring SMTP Connection Encryption Settings 1. 2. On the SMTP (Email) page, click the Connection Encryption tab. To encrypt SMTP communication, under Encryption mechanism used by the multifunction device when communicating with the SMTP server, select a method that your server supports. Note: If you are unsure what method your server supports, select STARTTTLS (if available). If you select STARTTLS (if available), the printer attempts to use STARTTLS.
Network Connectivity LDAP This section includes: • Adding LDAP Server Information.................................................................................................................................. 54 • • Adding or Editing LDAP Servers in CentreWare Internet Services .................................................................. 55 Configuring LDAP Server Optional Information .....................................................................................................
Network Connectivity Adding or Editing LDAP Servers in CentreWare Internet Services 1. 2. 3. 4. 5. 6. 7. In CentreWare Internet Services, click Properties>Connectivity>Setup. Under Protocol, next to LDAP, click Edit. To configure an LDAP server, click Add New. To edit an LDAP server configuration, in the Actions column of the server to edit, click Edit. To copy an LDAP server configuration, select the server to copy, then click Copy From.
Network Connectivity 7. 8. Under Perform Query on, select an option. − Surname and Given Name Fields instructs the printer to query the configured surname and given name fields. − Mapped Name Field instructs the printer to query the configured name field. After you apply this setting, click User Mappings to define the field mapping. Click Apply. Configuring LDAP Contexts Contexts are defined starting points in an LDAP database from which the search function begins searching.
Network Connectivity LDAP Custom Filters You can edit custom filters so that text strings typed at the control panel are changed to match the format that the LDAP server requires. There are three types of filters that you can customize: • LDAP Authentication Filter allows you to add text to the beginning or end of a User ID, or the Login Name configured as the System Login Name for the server. Typical filters are domain_name\USERID or USERID@domain_name.
Network Connectivity HTTP Hypertext Transfer Protocol (HTTP) is a request-response standard protocol between clients and servers. Clients that make HTTP requests are called User Agents (UAs). Servers that respond to these requests for resources, such as HTML pages, are called Origin Servers. There can be any number of intermediaries, such as tunnels, proxies, or gateways between User Agents and Origin Servers. Enabling HTTP at the Control Panel 1. 2. 3. 4.
Network Connectivity HTTP Web Services You can enable or disable Web Services on the Web Services page. This page provides a list of all available Web services on your printer, and displays the configuration status of each service. • To disable a Web service, clear the check box next to the Web service name. • To view Web service port numbers or to remove login restrictions, click Advanced Settings.
Network Connectivity POP3 Post Office Protocol, version 3 (POP3) is a protocol that allows email clients to retrieve email from remote servers over TCP/IP on network port 110. This printer uses POP3 for the Internet fax and email features to retrieve fax jobs over email. POP3 is not compatible with IPv6. 1. In CentreWare Internet Services, click Properties>Connectivity>Setup. 2. Under Protocol, next to POP3 Setup, click Edit. 3. Under Server Information, select IPv4 or Host Name. 4.
Network Connectivity Proxy Server A proxy server acts as a go-between for clients seeking services and servers that provide them. The proxy server filters client requests and if the requests meet the proxy server filtering rules, it grants the request and allows the connection. A proxy server has two main purposes: • To keep any devices behind it anonymous for security purposes. − To cache content from resources, such as Web pages from a Web server, to increase resource access time.
Network Connectivity NTP The Network Time Protocol (NTP) synchronizes the internal clocks of computers over a network connection at system startup and every subsequent 24-hour period thereafter. If your printer uses DHCP and an NTP server, or if a DHCP server provides Greenwich Mean Time (GMT) offset, these settings are ignored. 1. In CentreWare Internet Services, click Properties>Connectivity>Setup. 2. Under Protocol, next to NTP, click Edit. 3. Under NTP Enabled, select Enabled. 4.
Network Connectivity WSD Web Services for Devices (WSD) is technology from Microsoft that provides a standard method for discovering and using network connected devices. It is supported in Windows Vista, Windows Server 2008, and newer operating systems. WSD is one of several supported communication protocols. Enabling WSD 1. 2. 3. 4. In CentreWare Internet Services, click Properties>Connectivity>Setup. Under Protocol, next to WSD, click Edit. Under WSD Services, select Enabled. Click Save.
Network Connectivity NetWare NetWare is a network operating system developed by Novell to run various services using cooperative multitasking. Before you begin: • Ensure an existing operational NetWare network is available. • Verify that you have administrator rights to log in to a NetWare file server or tree. • Ensure that the printer is connected to the network. • Set up a print server object using the appropriate Novell utility. Refer to the Novell system documentation for help.
Network Connectivity Bindery Settings Bindery services are a stand-alone database system that contains user information and security data. NetWare can use Bindery services for authentication. If you are using Bindery mode, under Bindery Settings, in the File Server fields, type the names of up to four primary file servers. Note: When the printer uses Bindery mode, the NDS Tree and NDS Context fields are ignored.
Network Connectivity AppleTalk AppleTalk is a proprietary suite of protocols developed for networking computers by Apple, Inc. An AppleTalk zone is a group of nodes or networks organized by departments or physical locations. Before You Begin • • • Ensure that there is an existing operational AppleTalk network. Determine the AppleTalk Name you wish to assign to your printer. Determine the AppleTalk Zone, if used, to assign to your printer. Configuring AppleTalk 1. 2. 3. 4. 5. 6.
Security 4 This chapter includes: • Setting Access Rights.......................................................................................................................................................... 68 • • Configuring Authentication Settings........................................................................................................................... 70 Configuring Authorization Settings ...........................................................................................
Security Setting Access Rights You can control access to services and features by setting up authentication and authorization. Personalization allows the printer to retrieve user information to customize features. Authentication Authentication is the process of confirming your identity. When the system administrator enables authentication, the printer compares the information that you provide to another source of information, such as an LDAP directory.
Security Authorization Authorization is the function of specifying the features that users are allowed to access, and the process of approving or disapproving access. You can configure the printer to allow users to access the printer, but restrict access to certain features, tools, and services. For example, you can allow users to access to copying but restrict access to scanning. You can also control access to features at specific times of the day.
Security Configuring Authentication Settings Configuring Local Authentication Settings When you configure local authentication, users prove their identity by typing a user name and password at the control panel or in CentreWare Internet Services. The printer compares the user credentials to the information stored in the user database. If you have a limited number of users, or do not have access to an authentication server, use this authentication method.
Security Adding User Information to the User Database 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties>Login/Permissions/Accounting. Click Device User Database. Click Add New User. Type a User Name and Friendly Name for the user. Type a Password for the user, then retype it to verify. Notes: 6. 7. • The Password field only appears if the selected authentication method is local authentication. • If you have configured local authorization, you can add the user to a role.
Security Configuring Authentication Server Settings for Kerberos 1. 2. 3. 4. 5. 6. On the Login Methods page, next to Authentication Servers, click Edit. Under Authentication Type, select Kerberos (Solaris) or Kerberos (Windows). Click Add New. Under Server Information, in the Domain or Realm field, type the domain or realm for your authentication server. Select the desired address type. Type the appropriately formatted address and port numbers for both the primary and backup addresses.
Security Configuring Authentication Server Settings for SMB 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. On the Login Methods page, next to Authentication Servers, click Edit. Under Authentication Type, select SMB (Windows NT 4) or SMB (Windows 2000/2003). Click Add New. Under Domain, type the domain name of your authentication server. Select the address type. Type the appropriately formatted address and port number. Click Save. To specify server settings for an alternate authentication server, click Add New.
Security • • If you enabled Personalization, configure LDAP server settings. For details, see LDAP server settings on page 54. Configure authorization settings. For details, see Authorization on page 79. The Login Methods page in CentreWare Internet Services provides links to authentication and personalization configuration settings. 1. In CentreWare Internet Services, click Properties>Login/Permissions/Accounting. 2. Click Login Methods. Configuring Xerox Secure Access 1. 2. 3. 4. 5.
Security 9. To create login instructions for users, under Device Instructional Blocking Window, type text in the fields. a. In the Window Title field, type text that appears as a title at the top of the touch screen. b. In the Instructional Text field, type instructions that appear below the title. Note: If the Title and Prompt are configured on the Xerox Partner authentication server, then any instructional text that you type is ignored. 10. Click Save.
Security Configuring an Authentication Server for Convenience Authentication 1. 2. 3. 4. 5. On the Login Methods page, next to Convenience Authentication Setup, click Edit. Under Server Communication, select an address type. Type the appropriately formatted address or host name of your server and change the default port number as needed. Under Path, type the path of the authentication Web service on your server.
Security Setting Up Authentication for a Smart Card System Domain Controller 1. 2. 3. 4. 5. 6. 7. On the Login Methods page, next to Domain Controllers, click Edit. The domain controller server must validate the domain certificate on the smart card of the user before the user can access the printer. Click Add Domain Controller. If you are using a Windows-based domain controller, under Domain Controller Type, select Windows-Based Domain Controller. Type the domain controller server address information.
Security Specifying the Method the Printer Uses to Acquire Email Address of Users 1. 2. 3. 4. 5. On the Login Methods page, next to Acquired Logged-in User's Email Address, click Edit. Under Acquire logged-in user's email address from, select an option: − Auto instructs the printer to attempt to acquire the email address of the user from the Smart Card. If an email address is not associated with the Smart Card, the printer searches the Network Address Book.
Security Configuring Authorization Settings Setting the Authorization Method 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties>Login/Permissions/Accounting. Click User Permissions. In the upper right-hand corner, click the pencil icon. Under User Permission Method, select an option. Click Save. Configuring Local Authorization Settings When you configure local authorization, the printer references the user database for authorization information for the authenticated user.
Security Configuring Network Authorization Server Settings 1. 2. On the User Permissions page, under Action, next to LDAP Server or SMB Server, click Edit. If you are using an LDAP server for authorization, configure LDAP server settings as needed. For details, see LDAP on page 54. Note: The printer uses the primary LDAP server for authentication, authorization, and personalization.
Security Services and Tools permissions are rules that allow you to control access to features or configuration settings for a group of users. Configure Services and Tools Permissions to: • Restrict access to specific services, such as Copy, Email, or Fax. • Restrict access to settings managed on the Tools menu at the control panel. • Restrict access to settings managed on the Properties tab in CentreWare Internet Services. Note: Not all options listed are supported on all printers.
Security 3. 4. To specify permissions for Color and Black and White printing independently, select Make color printing more restrictive than black & white printing. Click Save. Note: Not all options listed are supported on all printers. Some options apply only to a specific printer model, configuration, operating system, or driver type. Setting 1-Sided Print Permissions 1. 2. On the 1-Sided Printing page, under Role State, select Not Allowed to require users to print 2-sided. Click Save.
Security Managing the List of Applications Application Manager allows you to associate Application IDs with an Application Group. Application Group Names for common application types appear in the table at the bottom of the Application Manager page. The associated Application IDs appear next to each of the Application Group Names. An Application ID identifies the application from which the job was sent.
Security Creating a New Role To edit permissions for a specific group of users, you must first create a role. 1. In CentreWare Internet Services, click Properties>Login/Permissions/Accounting. 2. Click User Permissions. 3. Under Action, next to User Permission Roles, click Edit. 4. Click the Logged-In Users tab. 5. Click Make Your Own Permission Roles or Add New Role. 6. Type a name and description for the role. 7. Click View Quick Setup Options. Under Allow users…, select options.
Security Assigning User Groups to a Role for Network Authorization Once you configure network authorization, you can assign LDAP or SMB groups of users to roles. 1. In CentreWare Internet Services, click Properties>Login/Permissions/Accounting. 2. Click User Permissions. 3. Under Action, next to User Permission Roles, click Edit. 4. Click the Logged-In Users tab. 5. Next to a role, click Edit User Mappings. 6.
Security Specifying Job Override Policies Use Job Override Policies to specify what happens when a user without appropriate print permissions sends a color or 1-sided print job to the printer. 1. In CentreWare Internet Services, click Properties>Login/Permissions/Accounting. 2. Click User Permissions. 3. Under Action, next to Job Override Policies, click Edit. 4. Under Color Printing, select Print Job in Black & White, or Delete Job.
Security Secure HTTP (SSL) You can establish an HTTP Secure(HTTPS) connection to the printer by encrypting data sent over HTTP using SSL. Features that require HTTPS use it automatically. You can also use SSL encryption for protocols such as LDAP and SMTP. Notes: • • SSL encryption is protocol-independent. You can turn on SSL for protocols or scan destinations as needed. When the printer uses HTTPS, all pages in CentreWare Internet Services contain https:// in the URL.
Security FIPS 140-2 If FIPS 140-2 encryption is required, all computers, servers, browser software, security certificates, and applications must comply with the standard or operate in FIPS-compliant mode. Transmitted and stored data must be encrypted as specified in United States Federal Information Processing Standard (FIPS) 140-2 (Level 1). You can enable the printer to check that the current configuration ensures the specified encryption.
Security Enabling FIPS 140 Mode and Checking for Compliance 1. 2. 3. 4. In CentreWare Internet Services, click Properties>Security>Encryption. Click FIPS 140-2. Click Enable. Click Run Configuration Check and Apply. A pass or fail message appears: − If the configuration check passes, click Reboot Machine to save and restart the printer. − If the configuration check fails, the reasons for the failed test list in a table at the bottom of the page. For each reason, a link is provided.
Security Stored Data Encryption You can encrypt user data on the printer hard drive to prevent unauthorized access to data stored on the drive. Enabling Encryption of Stored Data 1. 2. 3. 4. In CentreWare Internet Services, click Properties>Security>Encryption. Click User Data Encryption. Under User Data Encryption Enablement select Enabled. Click Apply to save the new settings or Undo to retain the previous settings. CAUTION: The printer restarts. This interrupts or deletes current jobs.
Security IP Filtering You can prevent unauthorized network access by creating an IP Filter to block or allow data sent from particular IP addresses. Creating or Editing an IP Filter Rule In CentreWare Internet Services, click Properties>Security. Click IP Filtering. Click Add IP Filter. Under Define Protocol, select the protocol. Under Action, select how you want the filter to manage the incoming packet: − If you want the printer to allow the packet access, select Accept.
Security Arranging the Execution Order of IP Filter Rules 1. 2. 3. 4. 92 In CentreWare Internet Services, click Properties>Security. Click IP Filtering. Click an IP filter rule. Next to Move Up/Down, click the appropriate arrow.
Security Audit Log The Audit Log feature records events that occur on the printer. You can then download the log as a tab-delimited text file to review for potential problems or security issues. Enabling Audit Log 1. 2. 3. 4. In CentreWare Internet Services, click Properties>Security. Click Audit Log. Click Enabled under Enabling Audit Log on machine. Click Apply. Note: The Audit Log is enabled by default and cannot be disabled when McAfee is enabled. Saving an Audit Log 1. 2. 3. 4. 5.
Security Interpreting the Audit Log The Audit Log is formatted into ten columns: • Index: Column 1 lists a unique value that identifies the event. • Date: Column 2 lists the date that the event happened in mm/dd/yy format. • Time: Column 3 lists the time that the event happened in hh:mm:ss format. • Event ID: Column 4 lists the type of event. The number corresponds to a unique description. • Event Description: Column 5 lists an abbreviated description of the type of event.
Security Installation Policies For additional security, you can restrict installation or upgrades. Note: To enable software upgrades and installation of files, log in as a system administrator. To manage installation policies: 1. In CentreWare Internet Services, click Properties>Security>Installation Policies. 2. To allow users to modify a feature, select the feature. 3. Click Apply, then click OK. 4. To view details about the feature, click Take me there. 5.
Security McAfee Embedded Control McAfee Embedded Control consists of two security features: • Enhanced Security maintains the integrity of printer software by monitoring system files and alerting you if an unauthorized change is made to a system file. • Integrity Control is a software option that combines enhanced security features with the ability to monitor and prevent unauthorized executable files from running. Enable this option by providing a feature installation key on the Feature Installation page.
Security 1. 2. 3. 4. 5. 6. In CentreWare Internet Services, click Properties>Security. Click McAfee Embedded Control. To enable McAfee Embedded Control features, and configure Alert Feedback options, click Edit. To set the Security Level, under Security Level, select Enhanced Security or Integrity Control. To turn off McAfee Embedded Control security features, select Disable McAfee Embedded Control. Xerox recommends that you do not disable this feature.
Security IPsec Internet Protocol Security (IPsec) is a group of protocols used to secure Internet Protocol (IP) communications by authenticating and encrypting each IP data packet. It allows you to control IP communication by creating protocol groups, policies, and actions.
Security Creating a New Protocol Group 1. 2. 3. 4. 5. 6. 7. 8. 9. Click Protocol Groups at the top of the IPsec page. Click Add New Protocol Group. Type a Name and a Description for the group. Under Service Name, select the protocols that you want to add to the group. To control a service that is not listed, under Custom Protocols type a name for the service and select the check box under Service Name.
Security 6. 7. 8. 9. If you selected ESP under IPsec security, under Hash, select an option. Under Enter Keys as, select ASCII format or Hexadecimal number. For Hash Key: IN and Hash Key: OUT, type a 20-character ASCII key or 40-character Hexadecimal key. If you selected ESP or BOTH for the IPsec Security type, under Encryption, select an option. Note: If you are configuring an IPsec security policy to communicate with a Linux computer, and you selected BOTH for the security type, select 3DES encryption.
Security 9. If you selected ESP or BOTH for the IPsec Security type, select one or more of the following Encryption types: Note: If the IPsec Security type is set to AH, the Encryption type options do not appear. − AES − 3DES − Null 10. Click Save to apply the new settings or Undo to retain the previous settings. Editing or Deleting an Action To edit or delete an action, select the action from the list, then click Edit or Delete.
Security Managing Security Policies IPsec security policies are sets of conditions, configuration options, and security settings that enable two systems to agree on how to secure traffic between them. You can have multiple policies active at the same time, however, the scope and policy list order determines the overall policy behavior. Defining a Security Policy 1. 2. 3. 4. 5. Click Security Policies at the top of the IPsec page. Under Define Policy, select a Host Group from the menu.
Security Security Certificates A digital certificate is a file that contains data used to verify the identity of the client or server in a network transaction. A certificate also contains a public key used to create and verify digital signatures. One device proves its identity to another by presenting a certificate trusted by the other device. Or, the device can present a certificate signed by a trusted third party and a digital signature proving its ownership of the certificate.
Security For features that use these protocols, perform the tasks listed under one of the following options: To install certificates, option 1: • Install a device certificate on the printer. • Install a copy of the CA certificate that was used to sign the device certificate of the printer on the other device. • Install a copy of the CA certificate that was used to sign the certificate of the other device on the printer.
Security Installing the Generic Xerox® Trusted CA Certificate If the printer uses the Xerox® Device Certificate, and a user attempts to access the printer using CentreWare Internet Services, an error message can appear in their Web browser. To ensure that error messages do not appear, install the Generic Xerox® Trusted CA Certificate in the Web browsers of all users. 1. In CentreWare Internet Services, click Properties>Security. 2. Click Certificates. 3. Click Security Certificates. 4.
Security Uploading a CA-Signed Device Certificate In CentreWare Internet Services, click Properties>Security. Click Certificates. Click Security Certificates. Click the CA-Signed Device Certificate(s) tab. Select Install CA-signed Device Certificate. Click Browse or Choose File, navigate to the signed certificate in .pem or PKCS#12 format, and click Open or Choose. 7. Click Next. 8. If the certificate is password protected, type the password then retype it to verify. 9.
Security Installing Domain Controller Certificates Install the self-signed certificates from any domain controllers in your network. 1. In CentreWare Internet Services, click Properties>Security. 2. Click Certificates. 3. Click Security Certificates. 4. Click the Domain Controller Certificates tab. 5. Click Install Domain Controller Certificate. 6. Click Browse or Choose File, navigate to the signed certificate in .pem or PKCS#12 format, and click Open or Choose. 7. Click Next. 8.
Security 802.1X 802.1X is an Institute for Electrical and Electronics Engineers (IEEE) standard that defines a method for port-based network access control or authentication. In an 802.1X secured network, the printer must be authenticated by a central authority, typically a RADIUS server, before it can access the physical network. You can enable and configure the printer to be used in an 802.1X secured network from the printer control panel or in CentreWare Internet Services.
Security 7. 8. 9. 10. 11. 12. 13. To view or save a certificate, select the certificate from the menu, then click View/Save. Certificate details appear on the View/Save Device Certificate page. a. To save the certificate file to your computer, at the bottom of the page, click Export (Base-64 encoded - PEM). b. Click Close to return to the previous page. If you selected EAP-TLS as the authentication method, you can allow the printer to encrypt 802.1X communication.
Security System Timeout You can specify how long the printer waits to log out an inactive user. Setting System Timeout Values 1. 2. 3. 4. 5. 6. In CentreWare Internet Services, click Properties>Security. Click Timeout & Resume>System Timeout. For Touch User Interface System Timer, type the time that the printer waits before it logs a user out of the touch screen. Type the time from 0 through 60 minutes, then select the time in seconds.
Security Setting the System Auto Resume Values at the Control Panel 1. 2. 3. 4. 5. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Device Settings>Timers>Auto Resume. To automatically restart printing, select Enable Auto Resume After Stop. To select inactive time, type a value, or use the arrows to select a value. Touch Save.
Security Overwriting Image Data Image data is any in-process or temporary user data on the hard drive, such as current jobs, queued jobs, temporary files, saved jobs, and saved folders. To ensure that image data on the printer hard drive cannot be accessed, you can delete and overwrite image data. Enabling Immediate Job Overwrite Immediate Job Overwrite removes any remnants of print, copy, scan, and fax jobs from the image disk as soon as the job finishes processing.
Security Manually Deleting Image Data 1. 2. 3. 4. 5. 6. 7. In CentreWare Internet Services, click Properties>Security. Click Image Overwrite Security. Click the Disk Overwrite tab. Click Overwrite Now. On the Overwrite Now tab, select a Confirmation Report option. − To print a confirmation report after the printer overwrites data, for Confirmation Report, select On. − To print a report only if an error occurs, select Errors only. To start a Standard disk overwrite: a. Click Advanced Settings. b.
Security 5. 6. 7. 8. To set the time when the printer overwrites data, under Time, type the hour and minute, and select AM or PM. To print a confirmation report after the printer overwrites data, under Confirmation Report for Schedule Overwrites, select On. To print a report only if an error occurs, select Errors only. Under Overwrite Mode, select an option. Click Apply. Scheduling Routine Deletion of Image Data at the Control Panel 1. 2. 3. 4. 5. 6. 7. 8.
Security PostScript Passwords The PostScript language includes commands that allow PostScript print jobs to change the printer configuration. By default, PostScript jobs can use these commands, and a password is not required. To ensure that unauthorized changes are not made, you can require PostScript jobs to include a password. You can enable the following passwords: • Run Start Job: This password controls the execution of the Sys/Start file.
Security USB Port Security You can prevent unauthorized access to the printer through USB ports by disabling the ports. Enabling or Disabling USB Ports 1. 2. 3. 4. In CentreWare Internet Services, click Properties>Security. Click USB Port Security. To enable a USB port, next to a port, select Enabled. To disable the ports, clear the check box. Click Apply. Notes: • • • If USB ports are disabled, you cannot use a USB card reader for authentication, update the software, or print from a USB Flash drive.
Security Hiding User Names on the Control Panel You can hide the user name of a logged-in user from displaying on the control panel. 1. In CentreWare Internet Services, click Properties>Security. 2. Click Hide User Name. 3. To hide the user name, under Hide User Name, click Yes. 4. Click Apply.
Security Verifying the Software You can test the printer software to confirm that it is operating correctly. The test checks software files to confirm that they are not corrupt. If the printer software appears to be functioning improperly, a Xerox representative can ask you to perform this test. 1. In CentreWare Internet Services, click Properties>Security. 2. Click Software Verification Test. 3. To begin the test, click Start test. 4. To interrupt and cancel the test, click Cancel.
Security Restricting Print File Software Updates You can restrict users from installing optional software features by sending a print file. This option restricts users from updating the software. 1. In CentreWare Internet Services, click Properties>General Setup. 2. Click Feature Installation. 3. To restrict users from installing features using the .csv file print method, under Allow Print File Updates, select Disable. 4. Click Apply.
Security Specifying Email and Internet Fax Recipient Restrictions 1. 2. 3. 4. 120 At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Security Settings>Valid Recipients. To allow users to send an email or Internet fax only to addresses in the address book, touch Limit to Address Book Entries Only. Touch Save.
Security Disabling the System Administrator Password Reset 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties>Security. Under Password Policies, click Admin Password. Click the Reset Policy tab. Under Password Reset Policy, click Disable Password Reset. Click Apply. CAUTION: If you disable the password reset feature, and forget the administrator password, you must schedule and pay for a Xerox representative to visit your company and reset the password.
Printing 5 This chapter includes: • Paper Management .......................................................................................................................................................... 124 • • Saving and Reprinting Jobs ........................................................................................................................................... 126 Printing Jobs from CentreWare Internet Services ........................................................................
Printing Paper Management Setting Default Paper Type and Color You can specify the default settings for paper type and color. Note: After you set the initial default settings, changes made on this tab do not affect the paper type and color. 1. 2. 3. In CentreWare Internet Services, click Properties>General Setup>Paper Management. Under Paper Type and Paper Color, select the default paper type and color. Click Apply.
Printing Selecting Paper Tray Settings For each paper tray, you can view or configure the mode, priority, and auto-select settings. 1. In CentreWare Internet Services, click Properties>General Setup>Paper Management. 2. Click Tray Content & Settings. 3. To edit a specific paper tray, click Edit on that row. 4. Under Edit Tray, select an option: − Fully Adjustable prompts you to confirm the type of paper loaded in the tray.
Printing Saving and Reprinting Jobs The Reprint Saved Jobs feature allows you to save your print job on the printer so that you can print it at any time. Enabling the Reprint Saved Jobs Feature 1. 2. 3. 4. In CentreWare Internet Services, click Properties>Services>Print From. Click Reprint Saved Jobs>Enablement. Under Enablement, select Enabled. Click Apply to save the new settings or Undo to retain the previous settings.
Printing Deleting a Folder 1. 2. 3. 4. Click Manage Folders. The list of existing folders appears. Select the folder you want to delete. The Delete Folder button activates. Click Delete Folder. A warning message appears informing you that the delete is permanent. Click OK to delete or Cancel to exit. Saving and Printing Jobs Saving a Job from Your Computer 1. 2. 3. 4. 5. 6. 7. 8. With your file open, click the File menu in the application, then click Print.
Printing Restoring Saved Jobs from an FTP Repository In CentreWare Internet Services, click Properties>Services>Print From. Click Reprint Saved Jobs>Restore Jobs. Under Settings, select FTP as the protocol. Select the address type and Port for the FTP server where the saved jobs are stored. Options are IPv4 Address, IPv6 Address, or Host Name. 5. Type the appropriately formatted address in the IP Address: Port field. The default port number is 21. 6.
Printing Printing Jobs from CentreWare Internet Services You can print .pdf, .ps, .pcl, and .xps files from CentreWare Internet Services. 1. In CentreWare Internet Services, click Print. The Job Submission page appears. 2. Type the name of the file in the File Name field, or click Browse to select the file from a local network or remote location. 3. Under Printing, select the desired options for the job. 4. Click Submit Job to print the document.
Printing Configuring General Print Settings 1. 2. 3. 4. 5. 6. 130 In CentreWare Internet Services, click Properties>Services. Click Printing>General. To print a Configuration Report when the printer is turned on, under Configuration Report, select Print at Power on. To restrict printing of the Configuration Report and Information Pages to the system administrator, under Configuration/Information Pages Report, select Restrict to SA.
Printing Printing an Error Sheet 1. 2. 3. 4. In CentreWare Internet Services, click Properties>Services. Click Printing>General. To print an error sheet when a print job fails, under Print Error Sheets, select Enable. Click Apply.
Printing Managing Banner Page Printing Options You can set the printer to print a banner page with each print job. The banner page contains information identifying the user and job name. You can set this option in the print driver, in CentreWare Internet Services, or at the control panel. Note: Enable Banner page printing in the print driver and at the control panel or in CentreWare Internet Services or a banner page does not print. Enabling Banner Page Printing in CentreWare Internet Services 1. 2. 3. 4.
Printing Enabling Banner Page Printing in the Print Driver 1. 2. 3. 4. 5. 6. 7. With your file open, click the File menu in the application, then click Print. From the application Print window, select your printer from the Printer Name menu. Click Properties to access the print settings for the job. Click the Advanced tab. Click to expand the Paper/Output option. Click Banner Sheets, then click the down arrow and select Enabled or Disabled. Click OK.
Printing Configuring Secure Print Settings You can configure Secure Print settings to specify how the printer behaves when a user sends a Secure Print job to the printer. Configuring Secure Print Device Policies 1. 2. 3. To access the Secure Print page, click Properties>Services>Printing>Secure Print, or click Security>Secure Print. Click the Device Policies tab. To reveal or hide the characters in job names with asterisks, on the Device Policies tab, under Conceal Job names, select the desired option.
Printing Hold All Jobs You can enable and configure the Hold All Jobs feature to require users to release print jobs manually at the control panel. Configuring the Hold all Jobs Feature 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties>Services. Click Printing>Hold All Jobs. Under Enablement, select an option: − Hold all Jobs in a Private Queue: The printer holds sent jobs in a locked folder. Users must log in at the control panel to view, print, and delete jobs.
Printing UNIX, Linux, and AS/400 Printing UNIX-based printing uses LPD/LPR port 515 or lp to port 9100 to provide printer spooling and network print server functionality. Xerox® printers can communicate using either protocol. Xerox® Printer Manager Xerox® Printer Manager is an application that allows you to manage and print to multiple printers in UNIX and Linux environments. Xerox® Printer Manager allows you to: • Configure and check the status of network connected printers.
Printing Launching Xerox® Printer Manager To launch Xerox® Printer Manager from a terminal window prompt as root, type xeroxprtmgr, then press Enter or Return. Printing from a Linux Workstation To print from a Linux workstation, install either a Xerox® print driver for Linux or a CUPS print driver. You do not need both drivers. Xerox recommends that you install one of the full-featured custom print drivers for Linux. To locate drivers for your printer, see www.xerox.com/office/drivers.
Printing AS/400 Xerox provides Work Station Customization Object (WSCO) files to support AS/400 or Iseries, V5R2 or later systems. The WSCO file provides printer-specific PCL codes. The host print transform uses these codes to select the correct tray, 2-sided printing option, font size and type, and orientation. The XTOOLSxxxx library provides a source WSCO for each supported Xerox® printer. You only download and install the library once.
Printing Print from USB This feature allows you to print a file that is stored on a USB Flash Drive from the USB port on the printer control panel. Before you begin: Enable USB ports. For details, see USB Port Security on page 116. Enabling Print from USB 1. 2. 3. 4. In CentreWare Internet Services, click Properties>Services. Click Print From>Print from USB. Under Print from USB, select Enabled. Click Apply.
Printing Print from Mailbox Print from mailbox allows you to print a file that is stored in a folder on the printer hard drive. Enabling Print From Mailbox 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties>Services. Click Print From>Print From Mailbox. Under Scan to Mailbox, select Enabled. Under Print From Mailbox, select Enabled. Click Apply. Note: For instructions on using this feature, see the User Guide for your printer model.
Printing AirPrint Use AirPrint to print directly from a wired or wireless device without using a print driver. AirPrint is a software feature that allows for driverless printing from Apple iOS-based mobile devices and Mac OS-based devices. AirPrint-enabled printers let you print directly from a Mac or from an iPhone, iPad, or iPod touch. Notes: • • • 1. 2. 3. 4. 5. 6. 7. AirPrint and all of its required protocols are enabled by default. Not all iOS applications support printing using AirPrint.
Printing Allowing Users to Interrupt Active Print Jobs 1. 2. 3. 4. 142 At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Device Settings>Interrupt Printing Enablement. Touch Enable. Touch Save.
Printing Specifying Output Settings 1. 2. 3. 4. 5. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Device Settings. Touch Output. Make the desired changes to the features: − Contention Management prioritizes copy and print jobs. • Priority specifies the relative priority of the copy or print jobs. The lower the number, the higher the priority. • First In/First Out schedules jobs to print based on their entry into the Job Queue.
Copying 6 This chapter includes: • Specifying Default Copy Settings at the Control Panel..................................................................................... 146 • • Setting Copy Options ....................................................................................................................................................... 147 Changing the Reading Order .........................................................................................................................
Copying Specifying Default Copy Settings at the Control Panel 1. 2. 3. 4. 5. 6. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings. Touch Copy Service. Touch Feature Defaults. Make the desired changes to the settings on the following tabs: − Copy: Update Reduce/Enlarge settings, Paper Supply, 2-Sided Copying, and Copy Output settings. − Image Quality: Update Original Type, Image Options, and Image Enhancement.
Copying Setting Copy Options 1. 2. 3. 4. In CentreWare Internet Services, click Properties>Services. Click Copy>Setup. Select an option. − 1->1 Sided: Scans only one side of the originals and produces 1-sided copies. − 1->2 Sided: Scans only one side of the originals and produces 2-sided copies. − 2->2 Sided: Scans both sides of the originals and produces 2-sided copies. To rotate the second side, select Rotate Side 2. − 2->1 Sided: Scans both sides of the originals and produces 1-sided copies.
Copying Changing the Reading Order You can change the order that pages are scanned in books, which impacts Book Copy and Book Fax features. You can also change the order that pages are printed, which impacts the Page Layout and Booklet Creation features. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Service Settings. 3. Touch Copy Service. 4. Touch Reading Order Options. 5. Under Scan Order or Print Order, touch an option. 6.
Copying Setting Copy Presets This section includes: • Accessing Copy Presets .................................................................................................................................................... 149 • • Edge Erase Presets ............................................................................................................................................................. 149 Changing Image Shift Presets.................................................................
Copying Changing Reduce/Enlarge Presets 1. 2. 3. 150 Touch Reduce/Enlarge Presets. To change a proportional preset: a. Touch Proportional %. b. Touch the desired preset. c. Type the percentage using the touch-screen keypad, or touch + or -. d. Touch OK. To change a preset that uses an independent percentage for the width and length of the image: a. Touch Independent %. b. Touch the desired preset. c.
Copying Specifying ID Card Copy Settings 1. 2. 3. 4. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings. Touch ID Card Copy Service. Do one or more of the following: − Enablement turns on or off the feature. Touch Save. − Side 1 & 2 Shared Defaults configures the default settings shared by both sides of the ID card copy. Touch Save Defaults.
Copying Disabling Automatic Image Rotation When you have Auto Reduce/Enlarge or Auto Paper selected, the printer automatically rotates the image as needed. You can disable image rotation when either Auto Reduce/Enlarge or Auto Paper is selected. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Service Settings. 3. Touch Copy Service. 4. Touch Auto Image Rotation. 5. Under Auto Reduce/Enlarge or Auto Paper, select Disable Rotation. 6. Touch Save.
Copying Enabling Toner Saver Toner Saver uses less toner, and enhances the appearance of shadows and gray areas. 1. In CentreWare Internet Services, click Properties>Services. 2. Click Copy>Setup. 3. Select Enabled. 4. Click Apply.
Copying Specifying Output Settings 1. 2. 3. 4. 5. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Device Settings. Touch Output. Make the desired changes to the features: − Contention Management prioritizes copy and print jobs. • Priority specifies the relative priority of the copy or print jobs. The lower the number, the higher the priority. • First In/First Out schedules jobs to print based on their entry into the Job Queue.
Scanning 7 This chapter includes: • Scanning to a Folder on the Printer ........................................................................................................................... 156 • • Scanning to an Email Address ...................................................................................................................................... 160 Workflow Scanning .....................................................................................................................
Scanning Scanning to a Folder on the Printer The Scan to Mailbox feature allows users to scan files to mailboxes, which are folders created on the printer hard drive. These files can then be retrieved through CentreWare Internet Services. This feature provides network scanning capability without the need to configure a separate server and is supported in Workflow Scanning. For details, seeWorkflow Scanning on page 165. For instructions on using this feature, see the User Guide for your printer model.
Scanning Prompt for password when scanning to private folder requires users to type the password at the control panel every time they scan a job to a private folder. − Allow access to job log data file allows users to print a job log containing details for any scanned image. Third-party applications can be used to search, file, and distribute jobs based on job log information. Under Password Management, type a minimum and maximum password length, and select any password policies that you want to apply.
Scanning 4. 5. 6. 7. Click Delete Files. Under Schedule Clean Up of Folder Files, specify the files that you want to delete. Type how many days old files must be for deletion. Next to Cleanup time, select: − Hourly to have files deleted at the beginning of every hour. − Daily and specify the time of day for the delete process to run. Click Apply. Note: You can also delete scanned files from the Scan tab.
Scanning Monitoring Capacity Capacity is the total space available for all mailboxes. Note: If the available space is less than 100 MB or the current percentage used is above 99%, your system requires cleanup to remove old, unneeded mailboxes and files. To view the current capacity usage: 1. In CentreWare Internet Services, click Properties>Services. 2. Click Scan to Mailbox>Capacity. − Capacity: The total amount of space available on the printer for scanned images.
Scanning Scanning to an Email Address The email feature allows you to scan a document and send it to an email address as an attachment. Before you begin: • Configure SMTP settings. Note the IP Address or host name of your SMTP server. For details, see Configure SMTP Server Settings on page 52. • Create an email account for the printer. The printer uses this address as the default text in the From: field of the email. For instructions on using this feature, see the User Guide for your printer model.
Scanning Configuring General Email Settings On the Email Setup page, click the General tab. For Subject, type the text that you want to appear in the subject line of emails sent from the printer. Next to Message body, type the text that you want to appear in the body of emails. To include the user name or email address in the body of emails, under User, select User Name or Email Address. 5. To include attachment information in the message body, select Number of Images, or Attachment File Type. 6.
Scanning Configuring Address Book Settings 1. 2. 3. 4. 5. 6. 7. On the Email Setup page, click the Address Books tab. To configure the Address Book settings stored in the printer, on the Address Books tab, next to Device Address Book, under Action, click Edit. To use a Network Address book, configure LDAP server settings. Next to Network Address Book (LDAP), under Action, click Edit.
Scanning Configuring Email Signing Settings Before you begin: • Configure Smart Card Authentication. For details see Configuring Smart Card Authentication on page 76. • Ensure that signing certificates are installed on all Smart Cards. 1. 2. 3. 4. 5. On the Email Encryption/Signing page, click the Signing tab. To enable Email Signing, on the Signing tab, under Email Signing Enablement, select an option: − Always On; Not editable by user restricts users from turning Email Signing off at the control panel.
Scanning Editing User Policy Settings 1. 2. 3. 4. 5. 6. 7. 8. 164 In CentreWare Internet Services, click Properties>Services>E-mail>Setup. On the Email Setup page, click the Security tab. To determine the ability of a user to access and manage their email, for User Policies, Access Control of Email Service, click Edit.
Scanning Workflow Scanning Workflow Scanning allows you to scan an original document, distribute, and archive the scanned image file. The Workflow Scanning feature simplifies the task of scanning many multi-page documents and saving the scanned image files in one or more file locations. To specify how and where scanned images are stored, create a template. You can create, manage, and store multiple templates in a template pool repository on a network server.
Scanning FTP or SFTP Before you begin: • Ensure that FTP or SFTP services are running on the server or computer being used to store scanned image files. Note the IP address or host name. • Create a user account and password with read and write access for the printer to use to access the repository folder. Note the user name and password. • Create a folder within the FTP or SFTP root. Note the directory path, user name, and password. This folder is your file repository. • Test the connection.
Scanning NetWare Before you begin: • Enable and configure NetWare protocol settings. For details, see NetWare on page 64. • On the NetWare server, create a folder. This folder is your file repository. Note the server name, server volume, directory path, the NDS Context and Tree, if applicable. • Create a user account and password with read and write access for the printer to use to access the repository folder. Note the user name and password. • Test the connection.
Scanning SMB Before you begin: • Ensure that SMB services are running on the server or computer where you want to store scanned image files. Note the IP address or host name. • On the SMB server, create a shared folder. This folder is your file repository. Note the directory path, Share Name of the folder, and the Computer Name or Server Name. • Create a user account and password with read and write access for the printer to use to access the repository folder. Note the user name and password.
Scanning HTTP/HTTPS Before you begin: • Enable HTTP or Secure HTTP (SSL). Ensure that a certificate is installed on the printer if you are using SSL. • Configure your Web server, and ensure that HTTP/HTTPS services are running. POST requests and scanned data are sent to the server and processed by a CGI script. Note the IP address or host name of the Web server. • Create a user account and password for the printer on the Web server. Note the user name and password.
Scanning Configuring File Repository Settings for HTTP/HTTPS 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 170 In CentreWare Internet Services, click Properties>Services. Click Workflow Scanning>File Repository Setup. Click Add New. In the Friendly Name field, type a name for the repository. From the Protocol menu, select HTTP or HTTPS. Select the address type. Options are IPv4 Address, IPv6 Address, or Host Name. Type the appropriately formatted address and port number of your server.
Scanning Creating and Configuring Templates Before you create a template, configure the default template. A template contains scan settings and at least one destination for the scanned image files. New templates inherit the default template settings, and you can edit the settings as needed. Note: You cannot delete the default template. To configure the default template: 1. In CentreWare Internet Services, click Properties>Services. 2. Click Workflow Scanning>Default Template. 3.
Scanning • • Create a folder within the FTP root. Note the directory path, user name, and password. This folder is your file repository. Test the connection by logging in to the file repository from a computer with the user name and password. Create a folder in the directory, then delete it. If you cannot do this test, check the user account access rights. Provide details about your server: a. Select the address type. Options for FTP include IPv4, IPv6, or Host Name.
Scanning SMB Configure your network settings: • Ensure that SMB services are running on the server or computer where you want to store scanned image files. Note the IP address or host name. • On the SMB server, create a shared folder. This folder is your file repository. Note the directory path, Share Name of the folder, and the Computer Name or Server Name. • Create a user account and password with read and write access for the printer to use to access the repository folder.
Scanning • • Create a directory on the HTTPS server to use as a scan filing location. Note the directory path. Note any script that is required to be run. Provide details about your server: a. Select the address type. Options include IPv4, IPv6, or Host Name. b. Type the appropriately formatted address and port number of your server. c. To verify that a digital certificate is installed on the printer, for HTTPS, click View Trusted SSL Certificates. d.
Scanning Adding a File Destination 1. 2. 3. Under File Destinations, click Add. Select the required Filing Policy from the drop-down menu. Click Apply to save the new settings or Cancel to return to the previous screen. Adding a Fax Destination 1. 2. 3. 4. Under Fax Destinations, click Add. Type a fax number in the Add Fax Number field, then click Add. Under Delivery, select Delayed Send and type a time if you want to send the fax at a specific time.
Scanning Configuring Other Default Template Scanning Options 1. 2. Click Edit to edit the following settings. For details, see the CentreWare Internet Services Help. − Workflow Scanning − Advanced Settings − Layout Adjustment − Filing Options − Filename Extension − Report Options − Workflow Scanning Image Settings − Compression Capability To restore the Default Template to its original settings, click Apply Factory Default Settings. This action deletes any custom settings applied to the Default Template.
Scanning 11. Click Apply. 12. If you allowed users to create a password, but did not select Mask User Input, disable the Job Log. Under Report Options, click Edit, then next to the Job Log, clear the Enabled check box. 13. Click Apply. Configuring Workflow Scanning General Settings 1. 2. 3. 4. 5. 6. In CentreWare Internet Services, click Properties>Services. Click Workflow Scanning>General. Under Confirmation Sheet, select when you want a confirmation sheet to print.
Scanning Custom Text: Type any custom text you that want to appear in the file name. For example, select the first Custom Text field and type an underscore ( _ ). The underscore displays in the Position field. You can include up to four Custom Text strings in the file name. • Position: Click an element in the Position field. Use the Up and Down Arrow buttons to move the element into the correct position for the file name.
Scanning Configuring Template Pool Repository Settings You can store Workflow Scanning templates on your network in a template pool repository. Workflow Scanning templates contain details about scan jobs that can be saved and reused for other scan jobs. If you use a scanning management application, such as SMARTsend or ScanFlowStore, provide information about the server that hosts the templates on this page. 1. In CentreWare Internet Services, click Properties>Services. 2.
Scanning Configuring a Validation Server Scan metadata entered at the printer control panel can be verified against a list of valid values by a validation server. 1. In CentreWare Internet Services, click Properties>Services. 2. Click Workflow Scanning>Validation Servers. 3. Click Add. 4. Select HTTP or HTTPS. 5. Under Protocol, select the address type. Options are IPv4, IPv6, or Host Name. 6. Type the appropriately formatted address and port number in the IP Address: Port field.
Scanning Editing Domain and Email Filter Settings 1. 2. 3. 4. 5. 6. On the Email Setup page, click the Security tab. To edit domain filter and email filter settings, under Network Policies, click Edit. To enable a domain filter list, under Domain Filter settings, select Allow Domains or Block Domains. Under New Domain, type the domain you want to add to the list and click Add. To remove a domain from the list, select a domain, and click Remove.
Scanning Scan to USB You can insert a USB Flash Drive into the printer, scan a document, and store the scanned file on the USB drive. Before you begin: Enable USB ports. For details, see USB Port Security on page 116. Enabling Scan to USB 1. 2. 3. 4. 182 In CentreWare Internet Services, click Properties>Services. Click Scan to USB>General. Under Enablement, select Enabled. Click Apply to save the new settings or Undo to retain the previous settings.
Scanning Scanning to a User Home Folder Use the Scan to Home feature to scan to their home folder, as defined in your LDAP directory, or to a shared network folder. Before you begin: Configure authentication. For details, see Configuring Authentication Settings. 1. In CentreWare Internet Services, click Properties>Services. 2. Click Scan to Home>General. 3. Under Status, click Enabled. 4. Type a Friendly Name.
Scanning 13. Under Login Credentials to Access the Destination, select an option: − Authenticated User and Domain instructs the printer to use the user name and domain of the logged-in user when accessing the repository. − Logged-in User instructs the printer to log in to the repository using the credentials of the logged-in user. − Prompt at User Interface instructs the printer to prompt users at the control panel for the repository credentials.
Scanning Configuring the Printer for the Xerox Scan Utility The Xerox® Scan Utility allows you to scan directly to your computer and helps you manage and distribute scanned image files. Before you can scan, create a template in the utility. The template is saved on the printer. The Xerox® Scan Utility installs when you install scan drivers. Notes: • • • • Before scanning using the Xerox® Scan Utility, ensure that Secure HTTP (SSL) is enabled, and a certificate is installed on the printer.
Scanning Enabling Remote Scanning using TWAIN Enable Remote Start to allow users to scan images into a TWAIN-compliant application using the TWAIN driver. Before you begin, enable the Scan Extension Web service. For details, see HTTP - Web Services on page 59. 1. In CentreWare Internet Services, click Properties>Services. 2. Click Workflow Scanning>Remote Start (TWAIN). 3. Under Start Job via Remote Program, click On. 4. Click Apply.
Scanning Configuring Scan To Destination The Scan To Destination feature allows you to associate scan destinations with address book contacts. Users can select these contacts when scanning using the Scan To feature. Before You Begin • • Add at least one contact to the Device Address Book. Add scan destinations to address book contacts. For details, see Address Books on page 239. Configuring Default Scan Settings 1. 2. 3. In CentreWare Internet Services, click Properties>Services. Click Scan To>Setup.
Faxing 8 This chapter includes: • Fax Overview ........................................................................................................................................................................ 190 • • Fax ............................................................................................................................................................................................ 191 Internet Fax .........................................................................
Faxing Fax Overview You can send a fax in one of four ways: • Fax, or embedded fax, scans the document and sends it directly to a fax machine. • Server Fax scans the document and sends it to a fax server, which transmits the document to a fax machine. • Internet Fax scans the document and emails it to a recipient. • LAN Fax sends the current print job as a fax. For details, see the print driver software. Note: Not all options listed are supported on all printers.
Faxing Fax This section includes: • Configuring Required Fax Settings ............................................................................................................................. 191 • • Configuring Address Book Settings ............................................................................................................................ 192 Fax Security ................................................................................................................................
Faxing Enabling Embedded Fax 1. 2. 3. 4. 5. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings>Embedded Fax Settings. Touch Fax Setup. Touch Enable. Touch Save. Setting the Fax Country at the Control Panel 1. 2. 3. 4. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings>Embedded Fax Settings>Fax Country Setting. Select your country from the list. Touch Save.
Faxing Fax Security When the Fax Secure Receive feature is enabled, users must type a fax passcode to release a fax. Fax passcodes are also used to secure fax mailboxes. You can specify the required fax passcode length. Notes: • • Existing passcodes are not changed. If you edit an existing passcode after changing the passcode length requirement, the new password must meet the current length requirement. Configuring Fax Passcode Length 1. 2. 3. 4.
Faxing Enabling or Disabling the Secure Fax Feature To secure fax transmissions, enable the Secure Fax feature. When Secure Fax is enabled, a password is required before a fax can be printed or deleted. 1. On the Incoming Fax Defaults screen, touch Secure Receive Settings. 2. Under Secure Receive, to turn on Secure Receive, touch Passcode Protect. Note: The default password is 1111. 3. 4. 5. To change the passcode, type the new passcode using the touch screen keypad.
Faxing Setting Transmission Defaults 1. 2. 3. 4. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings>Embedded Fax Settings. Touch the down arrow to scroll. Touch Transmission Defaults. Setting Automatic Redial 1. 2. 3. On the Transmission Defaults screen, touch Automatic Redial Setup. Use the arrows to set: − Redial Time Interval is the time interval before the fax system redials after a failed transmission. The range is 1–25 minutes.
Faxing Setting Fax Feature Defaults The printer uses the default fax feature settings on all embedded fax jobs unless you change them for an individual job. You can modify the default fax feature settings. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Service Settings>Embedded Fax Settings. 3. Touch Feature Defaults. 4.
Faxing Adding Email Addresses to the Rule 1. 2. 3. 4. 5. 6. 7. 8. On the Forwarding page, next to the desired rule, click Edit. To forward to an email address, select Email. In the Address fields, type the email addresses of the recipients. Type the From Address, From Name, and Subject. To customize the name of the attachment, click Customize. a. Under Display, select the check boxes next to Date or Time to add the date or time to the file name. b.
Faxing Applying a Fax Forwarding Rule 1. 2. 3. 4. In CentreWare Internet Services, click Properties>Services>Fax>Setup. Click Forwarding>Edit. To apply a rule, select Apply to Fax Line 1 or Apply to Fax Line 2. To save, click Apply. Disabling Fax Forwarding 1. 2. 3. 4. In CentreWare Internet Services, click Properties>Services>Fax>Setup. Click Forwarding. To disable fax forwarding for a line, next to No Fax Forwarding, select Apply to Fax Line 1 or Apply to Fax Line 2. To save, click Apply.
Faxing Fax Mailboxes You can store faxes locally in the printer or on a remote fax machine. You can use Remote Polling to print or access a stored fax. There are 200 available fax mailboxes. Editing a Fax Mailbox 1. 2. 3. 4. 5. 6. 7. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings>Embedded Fax Settings. Touch Mailbox Setup. Touch a mailbox in the Mailbox List, then touch Edit.
Faxing Setting Up Fax Reports At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings>Embedded Fax Settings. Touch Setup Fax Reports. Touch the arrows to scroll if necessary. Touch Activity Report, then touch an option: − Auto Print to always print an activity report. − Off to never print an activity report. 5. Touch Save. 6. Touch Confirmation Report, then touch an option: − Always Print prints a confirmation report every time.
Faxing To print a fax report: 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Service Settings>Embedded Fax Settings. 3. Touch Print Fax Reports, then touch the arrows to scroll if needed. 4. Touch the desired report, then touch Print Now. 5. Touch Close, then log out. Deleting Sent Fax Jobs from Memory 1. 2. 3. 4. At the printer control panel, press the Job Status button. Touch the down arrow, then touch Scan Jobs and Fax Sent Jobs.
Faxing Configuring a Fax Repository Using FTP or SFTP Before you begin: • Ensure that FTP or SFTP services are running on the server or computer where images faxed by the printer are stored. Note the IP address or host name. • Create a user account and password for the printer. When the server fax feature is used, the printer logs in using the account, transfers the file to the server or computer and logs out. Note the user account and password.
Faxing 8. 9. Under Login Credentials to Access the Destination, select an option: − Authenticated User and Domain instructs the printer to use the user name and domain of the logged-in user when accessing the repository. − Logged-in User instructs the printer to log in to the repository using the credentials of the logged-in user. − System instructs the printer to use specific credentials when accessing the repository. If you select System, type the credentials in the User Name and Password fields.
Faxing Configuring a Fax Repository Using SMTP 1. In CentreWare Internet Services, click Properties>Services. 2. Click Server Fax>Fax Repository Setup. 3. Select SMTP from the Protocol menu. 4. Type the domain name of your SMTP server in the Domain Name field. 5. In the Default "From:" Address field, type the address you want to display automatically on the fax. 6. To enable email security, select Enable. 7. Click Apply to save the new settings or Undo to retain the previous settings.
Faxing Configuring Server Fax Settings 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties>Services. Click Server Fax>Defaults and Policies. Under Server Fax, click Edit. Set the desired parameters. Click Apply to save the new settings or Undo to retain the previous settings. Configuring Server Fax Image-Quality Settings 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties>Services. Click Server Fax>Defaults and Policies. Under Image Quality, click Edit.
Faxing Internet Fax Internet fax allows you to scan documents at the control panel, send them to destination email addresses, or receive and print emails with attachments. You can also print a transmission report. A telephone line connection is not required. Accessing the Internet Fax Setup Page 1. 2. In CentreWare Internet Services, click Properties>Services. Click Internet Fax>Setup. Configuring Required Settings 1. 2. 3. On the Internet Fax Setup page, click the Required Settings tab.
Faxing 10. Next to Signature, type the information that appears at the end of the email message. 11. Next to Confirmation Sheet, select an option: − Errors Only instructs the printer to print a confirmation sheet only when a transmission error occurs. The confirmation sheet lists error information and indicates that the job has reached the SMTP server. The confirmation sheet does not indicate that the email message was delivered. − On instructs the printer to print a confirmation sheet.
Faxing Configuring Address Book Settings 1. 2. 3. 4. 5. 6. 7. 8. On the Internet Fax Setup page, click the Address Books tab. To configure the Address Book settings stored in the printer, on the Address Books tab, next to Device Address Book, under Action, click Edit. To use a Network Address book, configure LDAP server settings. Next to Network Address Book (LDAP), under Action, click Edit.
Faxing Configuring Internet Fax Security Settings Editing Internet Fax Security Settings 1. 2. On the Internet Fax Setup page, click the Security tab. To configure Access Control settings, on the Security tab, next to Access Control for Internet Fax Service, click Edit. Editing Internet Fax Network Policies 1. 2. 3. On the Internet Fax Setup page, click the Security tab. To set the user policies for Internet fax, next to Access Control for Internet Fax Service, click Edit.
Faxing LAN Fax Local Area Network (LAN) Fax allows you to send faxes using the print driver on your computer to a fax machine over a telephone line. For details about using or configuring LAN Fax, see the print driver software help. Note: Not all printer models support this feature. Some printers require an optional fax hardware kit.
Accounting 9 This chapter includes: • Xerox® Standard Accounting ........................................................................................................................................ 212 • • Network Accounting ......................................................................................................................................................... 220 Enabling Accounting in Print Drivers ...................................................................................
Accounting Xerox® Standard Accounting This section includes: • Enabling Xerox Standard Accounting ....................................................................................................................... 212 • • Setting Service Tracking Options ................................................................................................................................ 213 General and Group Accounts .........................................................................................
Accounting Setting Service Tracking Options 1. 2. 3. On the Accounting page, under Action, next to Service Tracking, click Edit. Under Presets, select an option: − Disable tracking for all services turns off tracking. − Enable tracking for all services instructs the printer to track Copies, Prints, Scans, and Faxes. − Enable color tracking only instructs the printer to track color Copies and Prints. − Custom allows you to enable tracking for specific services.
Accounting Editing, Viewing, or Deleting an Account 1. 2. 3. 4. On the Group and General Accounts page, click Group Accounts or General Accounts. To edit the account name, or assign users to an account, under Actions, click Edit. a. To assign users to the account, select the check box next to a user ID. b. To edit the Account Name, under Account Name, type a new name. c. Click Save. To view usage details for an account, under Actions, click View Usage.
Accounting Managing User Information You can import or export user information and accounting data as a .csv file. For details, see CentreWare Internet Services help. Importing User Information On the Accounting page, next to Users and Limits, click Edit. From the Management Actions menu, select Import. Under File, click Browse or Choose File, select your .csv file, and click Open or Choose. Under Delimiting Character, select an option. Under Language, select the language of the text in your .csv file.
Accounting 11. Under Accounts, under Group Accounts, select the default group to which you want to add imported users: − Use System Default adds all users to the current system default group. − Assign New Account allows you to create an account and add all users to the account. Under Group Account ID, type a unique Account ID number and a unique Account Name for the new group. Select Make this the new system default group account as needed.
Accounting Exporting User Information 1. 2. 3. 4. 5. On the Accounting page, next to Users and Limits, click Edit. From the Management Actions menu, select Export. Under Delimiting Character, select an option. Under Language, select the language of the text in your .csv file. Click Export. Assigning Users to an Account 1. 2. 3. 4. 5. 6. On the Accounting page, next to Users and Limits, click Edit. Select the check box next to the User ID of the user that you want to add to an account.
Accounting Downloading a Usage Report The usage report lists the number of impressions recorded for each user and each account. You can download a usage report as a .csv file. 1. In CentreWare Internet Services, click Properties>Login/Permissions/Accounting>Accounting Method. 2. Click Report and Reset. 3. To export user ID information in the report, under Show User ID in Report, select Yes. 4. Click Download Report. Resetting Usage Limits 1. 2. 3. 4. 5.
Accounting Configuring Validation Policies and Print Job Exceptions You can set validation policies and configure print job exceptions for unidentified print jobs. Unidentified jobs are jobs that are not associated with a user name. Unidentified jobs originate from a computer that does not require a user to log in. Examples are a job sent from a DOS or UNIX window using LPR, Port 9100, or from the Jobs tab in CentreWare Internet Services. Validating Accounting Codes 1. 2. 3. 4. 5. 6.
Accounting Network Accounting Network Accounting allows you to manage printer usage with detailed cost analysis capabilities. Print, scan, Internet fax, server fax, and copy jobs are tracked at the printer and stored in a job log. All jobs require authentication of User ID and Account ID, which are logged with the job details in the job log. Users are prompted for accounting information when submitting jobs to the printer.
Accounting 5. 6. 7. 8. If you selected Pre-Authorization and Capture Usage for any Job Types, click Next and configure Job Limit server settings. Under Server URL, type the URL of your job limits server. Under Timeout, type the time in seconds that the printer waits for the job limits server to respond to job approval requests before it disconnects. Click Save. Configuring Job Limits Server Settings 1. 2. 3. 4.
Accounting Configuring Validation Policies and Print Job Exceptions You can set validation policies and configure print job exceptions for unidentified print jobs. Unidentified jobs are jobs that are not associated with a user name. Unidentified jobs originate from a computer that does not require a user to log in. Examples are a job sent from a DOS or UNIX window using LPR, Port 9100, or from the Jobs tab in CentreWare Internet Services. Validating Accounting Codes 1. 2. 3.
Accounting Enabling Accounting in Print Drivers Enabling Accounting in a Windows Print Driver 1. 2. 3. 4. 5. 6. 7. 8. 9. From the Start menu, select Devices and Printers. From the Devices and Printers window, right-click the printer, and select Printer properties. Select the Configuration tab. For Accounting System, select Xerox Standard Accounting, Auditron, or Xerox Network Accounting. For Print-Time Prompt, select an option.
Accounting Enabling Accounting in an Macintosh Print Driver Open a document and select File, then select Print. Select the Xerox® printer. Select Xerox Features. Select Advanced. For Configuration, select Accounting. For Accounting System, select Xerox Standard Accounting, Auditron, or Xerox Network Accounting. 7. For Accounting Prompt, if you want users to type their User ID and Account ID every time they print, select Always Prompt. 8.
Accounting Printing a Copy Activity Report The copy activity report is a usage report that prints after each copy session. The report lists details about the job and the number of copies made during the session. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Accounting Settings>Copy Activity Report. 3. Touch Enable. 4. Touch OK.
Administrator Tools 10 This chapter includes: • Monitoring Alerts and Status ........................................................................................................................................ 228 • • Power Saving Settings...................................................................................................................................................... 230 Remote Control Panel ........................................................................................
Administrator Tools Monitoring Alerts and Status The Description and Alerts page displays printer information, such as printer name and location, as well as a list of any current alerts. You can view alert information, such as the status code, description of the issue, and the suggested skill level required to resolve the problem. To view alerts: 1. In CentreWare Internet Services, click Status>Description & Alerts. The Description and Alerts page appears. 2. To update the page, click Refresh.
Administrator Tools Local UI Alerts You can specify when you want the printer to display a warning on the control panel if the printer scan disk memory is low. Low memory can cause the printer to slow down or lose jobs. 1. In CentreWare Internet Services, click Properties>General Setup. 2. Click Alert Notification>Local UI Alerts. 3. Under Scan Disk Memory Warning, select the estimated number of scanned pages that can be held in scan memory before a warning appears.
Administrator Tools Power Saving Settings Setting Energy Saver Mode 1. 2. 3. 4. 5. 6. 7. 8. 9. In CentreWare Internet Services, click Properties>General Setup. Click Energy Saver. Specify how long the printer remains idle before it goes from ready mode to low-power mode. Specify how long the printer remains idle before automatically going from low-power mode to sleep mode.
Administrator Tools Remote Control Panel Remote Control Panel allows you to access the control panel of the printer from a Web browser. To enable the Remote Control Panel feature: 1. In CentreWare Internet Services, click Support>Remote Control Panel. 2. Under Configuration, click Edit. 3. Under Enablement, select Enable and select an option: − For Admin only allows system administrators to access the Remote Control Panel.
Administrator Tools Configuring the Control Panel Service Display A standard service is a service that comes standard with the printer. An extensible service is an optional, third-party service installed on the printer. You can configure which services are available and arrange the position of the menu items on the touch-screen. Arranging Services to Appear in the Control Panel 1. 2. 3. In CentreWare Internet Services, click Properties>Services>Display.
Administrator Tools Entry Screen Defaults Use this page to set the default screens that appear on the touch screen when you press buttons on the printer control panel. 1. In CentreWare Internet Services, click Properties>General Setup. 2. Click Entry Screen Defaults. 3. Under Services, select the default screen that appears when you press the Services button on the control panel. 4. Under Job Status, select the default screen that appears when you press the Job Status button on the control panel. 5.
Administrator Tools Setting the Date and Time Setting the Date and Time in CentreWare Internet Services 1. 2. 3. 4. In CentreWare Internet Services, click Properties>General Setup. Click Date and Time. Under Date and Time Setup, select: − Automatic using NTP to allow the NTP service to set the time automatically. − Manual (NTP Disabled) to set the date and time manually. If you are using an NTP server, select the address type. Options are IPv4 Address or Host Name.
Administrator Tools Smart eSolutions and Billing Information Smart eSolutions Smart eSolutions is a suite of features that simplifies printer ownership and administration. It provides free services to enable administration of metered billing and supplies replenishment plans for printers on a network. Before you can use Smart eSolutions, register the printer for Smart eSolutions.
Administrator Tools Enabling Smart eSolutions 1. 2. 3. 4. 5. 6. 7. In CentreWare Internet Services, click Properties>General Setup. Click Smart eSolutions Setup. Under Enrollment, select Enrolled. Under Daily Transmission Time, type the time of day that you want the printer to perform its daily communication with Xerox. Click Apply. If your network uses an HTTP proxy server, provide information about your proxy server on the HTTP Proxy Server page. Next to HTTP Proxy Server, click Configure. a.
Administrator Tools Maintenance Assistant Maintenance Assistant provides options for troubleshooting your printer. You can send detailed diagnostic information to Xerox®, start online troubleshooting sessions with Xerox®, and download usage information to your computer in .csv format. 1. In CentreWare Internet Services, click Status>SMart eSolutions. 2. Click Maintenance Assistant. 3. Click one of the following: − Send Diagnostic Information to Xerox − Start an Online Troubleshooting Session at www.xerox.
Administrator Tools Cloning Cloning allows you to save your current printer settings to a file to use as a backup and restore file for your printer. You can also use a clone file to copy your printer settings to other printers. Note: If you are using a clone file to copy your printer settings to another printer, ensure that both printers are the same model and have the same version of software installed. To determine the software version: 1. In CentreWare Internet Services, click Properties>General Setup.
Administrator Tools Address Books This section includes: • Device Address Book ......................................................................................................................................................... 239 • • Network Address Book ..................................................................................................................................................... 243 LAN Fax Address Book .......................................................................
Administrator Tools Adding a Contact 1. 2. In CentreWare Internet Services, click Address Book. Click Add. Note: If the Add button is unavailable, the address book has reached its limit. The Device Address Book can contain up to 5000 contacts. 3. 4. Type the contact information: a. To associate a scan destination with this contact, under Scan To Destination, click the Plus button. For details, see the Help in CentreWare Internet Services.
Administrator Tools Managing Favorites You can create Favorites of your frequently used contacts. A star next to a contact in the list indicates a Favorite. 1. In CentreWare Internet Services, click Address Book. 2. Select an option. 3. To mark a contact as a Favorite for email, fax, or scan to destination, when adding or editing the contact, click the star next to that field. If you click the star next to Display Name, the contact becomes a Global Favorite. 4.
Administrator Tools Importing Device Address Book from File You can import address book contacts from a .csv file. Notes: The printer recognizes the second row in the .csv file as the first address book entry. The first row contains headings for the information in each column. • To view an example of the appropriate format for the .csv file, download a sample file. 1. In CentreWare Internet Services, click Address Book. 2. Under Management, select Import from File. 3.
Administrator Tools Editing the Device Address Book as a .csv File To manage many addresses, you can create and edit a list in a spreadsheet application. You can save the list as a .csv file and upload it to the printer. Downloading a Sample .csv File To back up your current address book, you can export the address book as a .csv file. To view an example of the appropriate format for the .csv file, download a sample file.
Administrator Tools Configuring the Network Address Book for Internet Fax Before you begin, configure LDAP server settings. For details, see LDAP on page 54. 1. In CentreWare Internet Services, click Properties>Services>Internet Fax>Setup>Address Books. 2. Under Policies, under Use Network Address Book (LDAP) to allow users to access this address book, select Yes. 3. To set the default address book that users see at the control panel, under Default Address Book View, select an address book. 4.
Administrator Tools Font Management Utility The Xerox® Font Management Utility is a utility that allows you to manage fonts for one or more printers on your network. You can use the font management utility to download your company branded fonts or unicode fonts to support multiple languages on your printer. You can add, delete, or export fonts. You can select printers in the utility printer list that you want to display. To download Xerox® Font Management Utility, go to www.xerox.
Administrator Tools Network Logs Log files are text files of recent printer activity that are created and stored in the printer. Log files are used to monitor network activity or troubleshoot network problems. A Xerox customer support representative can interpret the encrypted format log files. Only use this feature if instructed by Xerox Support. Downloading a Network Log 1. 2. 3. 4. 5. 6. 7. 8. In CentreWare Internet Services, click Properties>General Setup. Click Network Logs.
Administrator Tools Customizing Printer Contact Information The support page In CentreWare Internet Services displays contact information for service and supplies as well about the system administrator. You can customize this information to display your company contact information for printer users. To customize printer contact information: 1. In CentreWare Internet Services, click Support. 2. To edit the System Administrator and Xerox Support information, click Edit Settings. 3.
Administrator Tools Xerox Online Support Xerox Online Support allows you to access and print help, maintenance, and troubleshooting information by touching an icon on the control panel touch screen. Before you begin: If your network uses a proxy server, configure the Proxy Server settings of the printer to ensure that the printer can connect to the Internet. Enabling Xerox Online Support 1. 2. 3. 4. 248 In CentreWare Internet Services, click Properties>Services>Display. Click Show/Hide.
Administrator Tools Restarting the Printer in CentreWare Internet Services 1. 2. In CentreWare Internet Services, click Status>Description & Alerts. At the bottom of the page, click Reboot Machine, then click OK. Notes: • • If your printer is locked, type the system administrator user name and password to access the Properties tab. The administrator user name is admin and the default password is 1111. This procedure causes the printer to restart and be unavailable over the network for several minutes.
Administrator Tools Taking the Printer Offline To prevent the printer from either sending or receiving jobs over the network at any given time, you can take the printer offline. Taking the printer offline allows you to perform printer maintenance without jobs being sent to the printer. When the printer is offline, any services, such as Workflow Scanning, are unavailable. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Network Settings. 3.
Administrator Tools Restoring Software Settings 1. 2. 3. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Device Settings>General>Revert to Previous Settings. Touch Restart. CAUTION: All current settings are lost. Settings created during the latest software upgrade are restored. The control panel displays the date of the upgrade.
Administrator Tools Updating the Printer Software You can update your printer when Xerox releases a new version of printer software or firmware. Before You Begin • • Determine the current software version of your printer. Download the latest software update file in .dlm format from the Xerox Support website at www.xerox.com/office/WC3655support. Determining the Printer Software Version 1. 2. 3. In CentreWare Internet Services, click Properties>General Setup. Click Configuration Report.
Administrator Tools Manually Updating the Software Using a USB Flash Drive 1. On your USB Flash Drive, create a directory and name it UPGRADE, then copy the .dlm file into this directory. Note: You can have only one .dlm file in the UPGRADE directory. 2. 3. 4. 5. 6. To turn off the printer, press the Power button. Insert your USB Flash drive into the USB port on the side of the printer. To begin the software upgrade, restart the printer. When prompted, remove the flash drive.
Administrator Tools Adjusting Color, Image, and Text Detection Settings 1. 2. 3. 4. 5. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Device Settings. Touch Input. Adjust how the printer detects color, images, and text in original documents. − Auto Color Detection lets you customize the bias based on the type of originals being scanned and the output required.
Customization and Expansion 11 This chapter includes: • Xerox Extensible Interface Platform .......................................................................................................................... 256 • Driver Download Link ....................................................................................................................................................... 257 • • Creating a Custom Single-Touch Scan Service .............................................................
Customization and Expansion Xerox Extensible Interface Platform The Xerox Extensible Interface Platform® allows independent software vendors and partners to develop personalized and customized document management solutions. These solutions can be integrated and accessed directly from the printer control panel. These solutions can leverage existing printer infrastructure and databases. Examples of applications include ScanFlow Store, Scan to PC Desktop, Equitrac Office, and others.
Customization and Expansion Driver Download Link The driver installation link appears on the CentreWare Internet Services Welcome, Print, and Support pages. This link goes to the default driver and downloads page for your printer on the Xerox Support website. You can hide or customize this link to go to a location on your network where you post driver installation files for users. Customizing or Hiding the Driver Download Link 1. 2. 3. 4. 5.
Customization and Expansion Creating a Custom Single-Touch Scan Service You can create a custom scan service and associate the service with a scan template. You can also customize the icons and text that appears on the printer touch screen. Notes: • • • After you create a service, you can edit the description but not the name of the service. You can create up to 10 services.
Customization and Expansion 6. 7. Click Apply. To see how the service looks on the printer touch screen, click Preview. On the Design Your Service page, do the following as needed: − To specify the image settings that are available to users, click the Additional Features tab. − To specify the custom icon image files that you want to appear on the Service Home page, click the Services Home Presentation tab. Specifying the Image Settings Available to Users 1. 2.
Customization and Expansion Locking or Hiding Your Service from Appearing on the Control Panel To lock or hide the service from appearing on the control panel, configure Services and Tools user permissions for the role of non-logged-in users. On the Configure Your Service page, under Action, next to Define Service Access Permissions, click Edit. For details, see User Permissions on page 80.
Customization and Expansion Weblet Management Weblets are small HTML and JavaScript-based applications that you can install on the printer to customize the touch-screen. You can download weblets from the Xerox Home Page. Installing a Weblet 1. 2. 3. 4. In CentreWare Internet Services, click Properties>Services>Custom Services>Weblet Management. To enable the Extensible Services Browser, next to Extensible Services Browser, under Action, click Edit. Click Choose File or Browse, navigate to a .
Customization and Expansion Configuring Weblet Settings To configure settings for a specific weblet, next to the weblet name, under Action, click Edit.
Audit Log Event Identification Numbers A This appendix includes: • Audit Log Event Identification Numbers .................................................................................................................
Audit Log Event Identification Numbers Audit Log Event Identification Numbers Event Identification Number Description 1 System startup 2 System shutdown 3 Manual On-Demand Image Overwrite (ODIO) Standard (start) 4 Manual ODIO Standard (complete) 5 Print job 6 Network scan job 7 Server fax job 8 Internet fax 9 Email job 10 Audit Log (disable) 11 Audit Log (enable) 12 Copy 13 Embedded fax 14 LAN fax job 15 Data encryption (enable) 16 Manual ODIO Full (start) 17 Manual ODIO
Audit Log Event Identification Numbers Event Identification Number Description 37 SSL 38 X509 certificate 39 IPsec (enable/disable/configure) 40 SNMPv3 41 IP Filtering rules 42 Network Authentication (enable/disable/configure) 43 Device clock 44 Software upgrade 45 Cloning 46 Scan metadata validation 47 Xerox® Secure Authentication (enable/disable/configure) 48 Service login copy mode 49 Smartcard access 50 Process terminated 51 ODIO scheduled 53 CPSR backup 54 CPSR resto
Audit Log Event Identification Numbers Event Identification Number Description 77 Remote Scan feature (enable/disable) 78 Remote Scan job submitted 79 Scan to Web Service job (complete) 80 SMTP connection encryption 81 Email Domain Filtering rule 82 Software self test (start) 83 Software self test (complete) 84 McAfee Security state 85 McAfee Security event 86 87 McAfee Agent 88 Digital Certificate import failure 89 User name (add/delete) 90 User name password change 91 Embedde
Audit Log Event Identification Numbers Event Identification Number Description 114 Device cloning enable/disable 115 Save for reprint job 116 Web UI Access Configure 117 System log push to Xerox® Xerox® WorkCentre® 3655 Multifunction Printer System Administrator Guide 267
External Keyboard B This appendix includes: • External Keyboard Shortcuts ......................................................................................................................................... 270 You can connect the external keyboard directly to your device using the USB ports. Wi-Fi Direct keyboards are not supported. Depending on the feature, you can use the external keyboard to navigate fields and manage input. Note: These keys are not enabled on all screens.
External Keyboard External Keyboard Shortcuts You can use shortcuts on the external keyboard instead of buttons on the control panel.
