Xerox WorkCentre 5945 / 5955 Multifunction Printer Imprimante multifonction System Administrator Guide Guide de l’administrateur système ® Español Guía del administrador del sistema Português Guia de Administração do Sistema ®
© 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 Unpublished rights reserved under the copyright laws of the United States.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 Configuring NetWare General Settings .......................................................................................................... 64 Enabling SAP ............................................................................................................................................................... 64 Bindery Settings ........................................................................................................................................................
Contents IPsec ..................................................................................................................................................................................... 103 Enabling IPsec .......................................................................................................................................................... 103 Managing Actions .......................................................................................................................
Contents Create and Manage Saved Jobs Folders ...................................................................................................... 132 Saving and Printing Jobs ..................................................................................................................................... 133 Backing up Saved Jobs .........................................................................................................................................
Contents Scanning to a Folder on the Printer ........................................................................................................................ 162 Enabling or Disabling Scan to Mailbox.......................................................................................................... 162 Setting Scan Policies..............................................................................................................................................
Contents Configuring Default Internet Fax Settings .................................................................................................. 212 Setting File Compression Options.................................................................................................................... 212 Configuring Internet Fax Security Settings ................................................................................................. 213 LAN Fax ...................................................
Contents View Usage and Billing Information .............................................................................................................. 240 Billing Impression Mode .............................................................................................................................................. 241 Cloning .............................................................................................................................................................................
Contents A Audit Log Event Identification Numbers 271 Audit Log Event Identification Numbers .............................................................................................................. 272 B External Keyboard 275 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/WC59XXdocs 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. For 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. For 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. For Protocol, select Enabled. 4. Under Cache Control, type a number from 1 through 43200. 5.
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. Under Banner Page Printing: − To restrict banner pages to print for specific jobs only, select the job types from the Banner Page Enabled drop-down menu. Options are First Job Only, No Jobs, or All Jobs. − To enable banner pages to print before each PDL document within a single job, select Enabled for Banner Page for Each Document of Job.
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. 50 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 .................................................................................................................................. 53 • • Adding or Editing LDAP Servers in CentreWare Internet Services .................................................................. 54 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 6. 7. 8. If your primary LDAP server is connected to additional servers, to include those LDAP servers in your searches, select LDAP Referrals. 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.
Network Connectivity Configuring LDAP User Mappings LDAP servers display different results depending on how they implement mappings. Use this page to map LDAP fields to fields on your printer. Editing current map settings allows you to fine-tune server search results. Defining User Mappings 1. 2. 3. At the top of the LDAP Server page, click User Mappings. Under Search, type a user name in the Enter Name field, then click Search.
Network Connectivity Configuring Custom Filters 1. 2. 3. 4. In CentreWare Internet Services, click Properties > Connectivity > Setup. Under Protocol, next to LDAP, click Edit. Click the Custom Filters tab. Under LDAP Authentication, select Prepend Domain Name. This setting prepends the base Domain Name (DN) to a user Relative Distinguished Name (RDN) when authenticating the user. Use the Common Name (CN) attribute to specify USERID in the base DN. Notes: • 5. 6. 7. 8. 9.
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 Secure HTTP (SSL).............................................................................................................
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 Network Authentication Settings When you configure network 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 on an authentication server. To configure access rights using network authentication: • Set the login method to User Name / Password - Validate on the Network. For details, see Setting the Login Method on page 69.
Security Configuring Authentication Server Settings for NDS 1. 2. On the Login Methods page, next to Authentication Servers, click Edit. Under Authentication Type, select NDS (Novell). Note: If you do not see this authentication type, ensure that the NetWare protocol has been enabled under Connectivity > Setup > NetWare > Edit. 3. 4. 5. 6. 7. 8. Click Add New. Under Default Tree/Context, in the Tree and Context fields, type the details. Click Save Server.
Security Configuring Xerox Secure Access Unified ID System Authentication Settings When Xerox® Secure Access authentication is configured, users swipe a pre-programmed identification card at the control panel. The printer compares the user credentials to the information stored on the Xerox® Secure Access server. To use Xerox® Secure Access, purchase and install the Xerox Secure Access Unified ID System.
Security Configuring Xerox Secure Access 1. 2. 3. 4. 5. On the Login Methods page, next to Xerox® Secure Access Setup, click Edit. Configure the remote server. For details, see the instructions provided with your server hardware. Once the server is configured, it communicates with the printer and automatically completes the configuration process. To configure communication manually, personalize instructional windows, and review accounting options, click Manually Configure.
Security Configuring Convenience Authentication Settings When Convenience Authentication is enabled, users swipe a pre-programmed identification card through a proximity card reader at the control panel. To use this method, purchase and install a USB card reader and an authentication server that supports the Xerox® Convenience Authentication API. The Login Methods page in CentreWare Internet Services provides links to authentication and personalization configuration settings. 1.
Security Configuring Smart Card Authentication Settings When Smart Card authentication is configured, users swipe a pre-programmed identification card at the control panel. Purchase and install a Smart Card reading system before configuring Smart Card authentication. To configure access rights using Smart Card authentication: • Provide information about your domain controller servers and configure Domain Controller and NTP settings. • Set the login method to Smart Cards.
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 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. 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: When McAfee is enabled, this option is unavailable. 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 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 53. 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 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 Setting the Security Level and Alert Options 1. 2. 3. 4. 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 an option, or to turn off McAfee Embedded Control security features, click Disable McAfee Secure Device. Xerox recommends that you do not disable this feature.
Security • • • • • To allow printer software updates, change the maximum file size upload limit on the McAfee ePO server. The maximum file size upload limit must be larger than the Xerox® printer software update file size. Ensure that security event alerts are sent when they occur, rather than at regular intervals. Create a security policy, and associate the policy with your Xerox® printers in McAfee ePO. Configure alerts in McAfee ePO. For details, see the McAfee ePO help.
Security Changing the Agent Wake Up Communication Port in McAfee ePO 1. 2. 3. 4. 5. 6. Access the McAfee ePO Web interface at https://servername.domain:8443. Navigate to Menu > Configuration > Server Settings. Click Ports. In the bottom right corner, click Edit. Next to Agent wake-up communication port, type 8083, or any unused port other than the default, 8081. Click Save. Changing the Maximum File Upload Size Limit on the McAfee ePO Server 1. 2. 3. 4. 5.
Security Creating and Assigning a Policy in McAfee ePO 1. 2. 3. 4. 5. Access the McAfee ePO Web interface at https://servername.domain:8443. Navigate to Menu > Policy > Policy Catalog. Next to Product, select McAfee Agent. Next to Category, select General. To create the policy, next to My Default, under Actions, click Duplicate. a. Next to Name, type MFP Agent. b. Next to Notes, type For Xerox endpoints. c. Click OK. 6. Edit the policy. Under Name, click MFP Agent. 7. Click the Events tab. a.
Security Designating Printers as Super Nodes The Xerox® extension for McAfee ePO uses up to three Xerox® printers as supernodes to communicate with the other Xerox® printers that it monitors. Xerox recommends that you designate more than one Xerox® printer as a supernode. If one supernode is not functioning or is offline, McAfee ePO can use the other supernodes to communicate with other printers. You designate printers as supernodes by adding specific entries to your DNS server.
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 Action 1. 2. 3. 4. 5. Click Actions at the top of the IPsec page. Click Add New Action. On the Step 1 of 2 page, under IP Action Details, type in the Name. This field is required. In the Description field, type a description for the action, if desired. Under Keying Method, select Manual Keying or Internet Key Exchange (IKE). Note: Select Manual Keying if client devices are not configured for or do not support IKE. 6.
Security Configuring Internet Key Exchange Settings IKE is a keying protocol that allows automatic negotiation and authentication, anti-replay services, and CA support. It can also change encryption keys during an IPsec session. IKE is used as part of virtual private networking. IKE Phase 1 authenticates the IPsec peers and sets up a secure channel between the peers to enable IKE exchanges. IKE Phase 2 negotiates IPsec SAs to set up the IPsec tunnel. 1.
Security Managing Protocol Groups Protocol Groups are logical groupings of selected protocols based on service type, service name, port number, and device type. Create a Protocol Group to apply specific security policies for selected protocols. 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.
Security Editing or Deleting a Host Group To edit or delete a host group, select the host group from the list, and click Edit or Delete. 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.
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 System Timeout. Under Web System Timer, type the inactive time, from 6 through 60,000 minutes, that the printer waits before it logs a user out of CentreWare Internet Services.
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.
Security Manually Deleting Image Data 1. 2. 3. 4. 5. 6. In CentreWare Internet Services, click Properties > Security. Click Image Overwrite Security. Click the Disk Overwrite tab. Click Overwrite Now. 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. To start a Standard disk overwrite: a. Click Start Disk Overwrite Now. b. Click OK to acknowledge the warning message.
Security Scheduling Routine Deletion of Image Data In CentreWare Internet Services, click Properties > Security. Click Image Overwrite Security. Click the Disk Overwrite tab. Click the Scheduled tab. On the Scheduled tab, select Enabled. Under Frequency, select how often the printer overwrites data. To set the time when the printer overwrites data, under Time, type the hour and minute, and select AM or PM. 8.
Security Immediate Job Overwrite Immediate Job Overwrite prompts the printer to overwrite each job immediately after it finishes processing. Enabling Immediate Image Overwrite 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties > Security. Click Image Overwrite Security. Click the Immediate Image Overwrite tab. On the Immediate Image Overwrite tab, under Enablement, select Enabled. Click Apply. Enabling Immediate Image Overwrite at the Control Panel 1. 2. 3. 4. 5.
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 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 2. 122 Install the USB cover as indicated in the illustration.
Security Displaying or Hiding Network Settings You can show or hide the IPv4 address or host name of the printer on the control panel touch screen. 1. In CentreWare Internet Services, click Properties > Security. 2. Click Display Network Settings. 3. Select Show IPv4 Address or Show Host Name. To hide network information, select Hide Network Information. 4. Click Apply. Displaying or Hiding Network Settings at the Control Panel 1. 2. 3. 4.
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. 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 .......................................................................................................................................................... 130 • • Saving and Reprinting Jobs ........................................................................................................................................... 132 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 5. 6. 7. Under Priority, set the priority for each tray. For example, the printer uses paper from the Priority 1 tray first. If that tray is empty, the printer then prints using paper from the Priority 2 tray. To have the print driver select the tray, set the tray used as the paper source to Auto Selection Enabled. Click Save. Selecting Tray 1 Settings You can dedicate tray 1 to print only envelopes, print any acceptable paper except envelopes, or print all paper acceptable for your printer. 1.
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. 136 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.
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 121. 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. 148 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..................................................................................... 152 • • Changing the Reading Order ........................................................................................................................................ 153 Setting Copy Presets ........................................................................................................................................
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: Output Color, Reduce/Enlarge settings, Paper Supply, 2-Sided Copying, and Copy Output settings. − Image Quality: Original Type, Image Options, Image Enhancement, and Color Balance settings.
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 .................................................................................................................................................... 154 • • Edge Erase Presets ............................................................................................................................................................. 154 Changing Image Shift Presets.................................................................
Copying Changing Reduce/Enlarge Presets 1. 2. 3. 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. 156 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 ........................................................................................................................... 162 • • Scanning to an Email Address ...................................................................................................................................... 166 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, see Workflow Scanning on page 171. 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 Deleting Scanned Files 1. 2. 3. 4. 5. 6. 7. In CentreWare Internet Services, click Properties > Services. Click Scan to Mailbox > Files. To immediately remove files from the server, select an option: − Delete all files now to delete all files on the server. − Delete all files older than to delete files older than a specified number of days. Type how many days old files must be for deletion. Click Delete Files. Under Schedule Clean Up of Folder Files, specify the files that you want to delete.
Scanning Managing Folder Passwords You can modify folder passwords from two locations in CentreWare Internet Services. Modifying passwords from either location changes them on the printer. To modify folder passwords from the Properties tab: 1. In CentreWare Internet Services, click Properties > Services. 2. Click Scan to Mailbox > Folders. 3. Under Created Folder Operations, select the folder from the menu. 4. Under Created Folder Operations, type a new password for Change Folder Password. 5.
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 51. • 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 Security Settings Configuring Encryption and Signing Settings 1. 2. On the Email Setup page, click the Security tab. To edit encryption and signing settings, on the Security tab, under Encryption/Signing, click Edit. Configuring Email Signing Settings Before you begin: • Configure Smart Card Authentication. For details see Configuring Smart Card Authentication on page 77. • Ensure that signing certificates are installed on all Smart Cards. 1. 2. 3. 4. 5.
Scanning 1. 2. 3. 4. Click the Encryption tab. To enable Email Encryption, on the Encryption tab, under Email Encryption Enablement, select an option: − Always On; Not editable by user restricts users from turning off Email Encryption at the control panel. − Editable by user allows users to turn Email Encryption on or off at the control panel. If you select Editable by user, select the default setting for users at the control panel. Under Email Encryption Default, select On or Off.
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. 176 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 Configuring the Default Template Before you can use the Workflow scanning feature, create and edit a template. A template contains scan settings, and at least one destination for the scanned image files. Configure the default template before you create a template. After the default template is configured, all new templates created inherit the default template settings and can then be edited as required. The default template cannot be deleted. 1.
Scanning 4. 5. 6. 7. 8. If you selected Not Editable, type a Default Value. The Default Value is optional if you selected Editable. Select Require User Input to prompt the user to type data for this document management field before scanning. Select Mask User Input to prevent typed input from appearing at the control panel. Select Record User Input in Job Log to write any masked data to the Job Log file. Consider data security issues before selecting this option.
Scanning Configuring a Template to Create a Password-Protected PDF You can edit a template to create an encrypted PDF file, and require users to protect the scanned PDF file with a password. When a user selects the scan template at the control panel, the printer prompts the user to create a password, or accept a default password. The password is required to open the PDF file. 1. Edit the Default Template on the Default Template page, or create a template on the Scan tab. 2.
Scanning 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. A template pool repository can store templates on the network and update the printer list of available templates. You can type the time you want this update to happen in the Refresh Start Time field.
Scanning Setting Scanned Image File Naming Conventions 1. 2. 3. 4. In CentreWare Internet Services, click Properties > Services. Click Workflow Scanning > Custom File Naming. Under File Naming, select one of the following: − Auto: Type a prefix for the scanned image file name. − Custom Naming: Under Display, select the elements you want to use to build the file name. As you select display elements, they appear in the Position field.
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 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 121. Enabling Scan to USB 1. 2. 3. 4. 184 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 243. Configuring Default Scan Settings 1. 2. 3. In CentreWare Internet Services, click Properties > Services.
Faxing 8 This chapter includes: • Fax Overview ........................................................................................................................................................................ 192 • • Fax ............................................................................................................................................................................................ 193 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 ............................................................................................................................. 193 • • Configuring Address Book Settings ............................................................................................................................ 195 Fax Security ................................................................................................................................
Faxing Configuring Required Fax Settings at the Control Panel Before you can send a fax at the control panel: • Enable the required embedded fax settings. • Set the fax country. • Configure the embedded fax settings. 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.
Faxing Configuring Address Book Settings You can associate fax numbers with contacts in the Device Address Book and configure other address book settings related to fax. Before you begin, add at least one contact to the Device Address Book, and associate a fax number with the contact. For details, see Address Books on page 243. 1. In CentreWare Internet Services, click Properties > Services > Fax > Setup. 2. Click Address Book. 3.
Faxing Setting Fax Defaults Setting Incoming Fax Defaults 1. 2. 3. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings > Embedded Fax Settings. Touch Incoming Fax Defaults to open the Incoming Fax Defaults window. Enabling Auto Answer Delay 1. 2. 3. On the Incoming Fax Defaults window, touch Auto Answer Delay. Touch the field under Automatic Answer Delay and use the left and right arrows to select a time between 0–15 seconds for answer delay.
Faxing Setting Default Output Options 1. 2. 3. 4. 5. On the Incoming Fax Defaults screen, touch Default Output Options. To staple documents, under Staple, touch Enable. To hole punch documents, under Hole Punch, touch Enable. To have faxes printed on both sides of the page, under 2-Sided, touch Enable. Touch 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.
Faxing Automatic Resend 1. 2. 3. 4. On the Transmission Defaults screen, touch Automatic Resend. Touch the field under Set number of resends and use the arrows to select the number of resends the printer attempts between 0–5. Select the condition that prompts the printer to resend jobs automatically. Options are: − Failed pages without a cover page(s) − Whole Job without a cover page − Failed page(s) with a cover page − Whole job with a cover page Touch Save.
Faxing Fax Forwarding You can configure the printer to forward incoming faxes to email or file destinations by creating a Fax Forward Rule. For different situations, you can configure up to five rules, and apply them to the available fax lines. Note: After you configure the fax forwarding rule, apply the rule to a fax line. Editing a Fax Forwarding Rule 1. 2. 3. 4. 5. 6. 7. 8. In CentreWare Internet Services, click Properties > Services > Fax > Setup. Click Forwarding > Edit.
Faxing Adding File Destinations to the Rule 1. 2. 3. 4. 5. 6. 7. 8. 9. On the Forwarding page, next to the desired rule, click Edit. To forward to a file location, select SMB Protocol. Select IPv4 Address or Host Name, then type the address or host name. Type the following information: a. In the Share field, type the share name. b. In the Document Path field, type the directory path of the folder. c. Type a Login Name for the printer to use to access the shared folder. d.
Faxing Fax Polling Fax Polling allows you to store a fax document on the printer and make it available for other fax machines to poll. You can also retrieve faxes stored on other fax machines. Note: Both printers must have the Fax Polling feature. Defining Mailbox and Polling Policies 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 Mailbox & Polling Policies.
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 Fax Reports You can configure three different reports: • Activity Report • Confirmation Report • Broadcast and Multipoll Report 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.
Faxing Printing a Fax Report You can print the following fax reports from the printer control panel: • Activity Report • Protocol Report • Fax Address Book Report • Options Report • Pending Jobs Report 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.
Faxing Server Fax Server fax allows you to send a fax over a network to a fax server. The fax server then sends the fax to a fax machine over a phone line. Before you can send a server fax, configure a fax filing repository, or filing location. The fax server retrieves the documents from the filing location and transmits them over the telephone network. You can also print a transmission report. Note: Not all printer models support this feature.
Faxing 6. 7. 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 HTTP/HTTPS Before you begin: • Ensure that Web services are installed on the server where you want to store scanned images. Examples of Web servers include Microsoft Internet Information Services (IIS) and Apache. Note the IP address or host name of the server. • For HTTPS, ensure that your Web server is installed with a secure certificate. • Create a user account and password for the printer.
Faxing Configuring a Fax Repository Using Netware Before you begin: Enable and configure Netware settings. For details, see NetWare on page 64. 1. In CentreWare Internet Services, click Properties > Services. 2. Click Server Fax > Fax Repository Setup. 3. From the Protocol menu, select NetWare. 4. Type the Repository Server, Server Volume, NDS Tree, NDS Context, and Document Path. 5.
Faxing 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. Set the desired parameters. Click Apply to save the new settings or Undo to retain the previous settings. Configuring Layout Adjustment Settings 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties > Services. Click Server Fax > Defaults and Policies. Under Layout Adjustment, 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 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. − Off instructs the printer not 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 ........................................................................................................................................... 216 • • Network Accounting ......................................................................................................................................................... 224 Accounting Using an Auxiliary Access Device ..........................................................................
Accounting Xerox Standard Accounting Xerox® Standard Accounting tracks the numbers of copy, print, scan, and fax jobs for each user. You can set limits to restrict the total number of jobs by type that a user can produce. You can generate reports listing usage data for individual users and groups. When Xerox® Standard Accounting is enabled, users must log in to the printer before they can access services.
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.
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 Accounting Using an Auxiliary Access Device You can configure the printer to use an auxiliary access device for accounting. Before you begin, purchase and install the Auxiliary Interface Kit. An Auxiliary Interface Kit, or a Foreign Device Interface Kit, is a third-party access and accounting device. These kits, such as a coin operated printer accessory or a card reader, can be attached to the printer. Installation instructions are included with the Foreign Device Interface Kit.
Accounting Selecting Services to Restrict or Track 1. 2. 3. 4. 5. 6. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Accounting Settings > Accounting Mode. Touch Auxiliary Access > Service Access and Accounting. To track usage of the copy and printing services, under Select the services you want to track usage, select an option. To restrict particular services, under Select the services you want to restrict, select an option. Touch OK.
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 Printers and Faxes. Right-click the printer in the list, then select Properties > Configuration > Accounting. From the Accounting System menu, select Xerox Standard Accounting or Auditron, or Xerox Network Accounting. To prompt users to type their User ID and Account ID each time they print, select Always Prompt.
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 ........................................................................................................................................ 232 • • Energy Saving Settings .................................................................................................................................................... 234 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 Energy 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. Under Timers, select an option: − Specify how long the printer remains idle before automatically going from standby 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 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.
Administrator Tools Billing Impression Mode The Billing Impression Mode defines how the printer tracks impressions made on large-size paper, such as A3 or tabloid size paper. There are two modes: • A3 Impressions counts all impressions equally. • A4 Impressions counts large impressions as their A4 equivalent. A Xerox representative sets the Billing Impression Mode for your printer. To change the Billing Impression Mode: 1.
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. • To view all installation policies, click Security Installation Policy. • To restrict installation to administrators, click Restrict Installation, then click OK.
Administrator Tools Address Books This section includes: • Device Address Book ......................................................................................................................................................... 243 • • Network Address Book ..................................................................................................................................................... 248 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 identify a frequently used contact by marking the contact as a Favorite. A star next to a contact in the list indicates a Favorite. You can mark a favorite as a Global Favorite for all services or as a Favorite for email, fax, or scan to destinations. 1. In CentreWare Internet Services, click Address Book. 2. To edit a contact marked as a Favorite, select the contact from the Favorite list for that section, then click Edit Favorite. 3.
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 Network Address Book The Network Address Book looks up addresses from an LDAP directory. If you do not have an LDAP server, you can use the Device Address Book. Configuring the Network Address Book for Email Before you begin, configure LDAP server settings. For details, see LDAP on page 53. 1. In CentreWare Internet Services click Properties > Services > Email > Setup > Address Books. 2.
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. Downloading a Network Log Using a USB Flash Drive 1. 2. 3. 4. 5. 6. 7. 8. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Network Settings > 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 add your own custom information: 1. In CentreWare Internet Services, click Support. 2. Click Edit Settings. 3. Update the fields with your information, then click Save.
Administrator Tools Display Device Information You can specify the details, such as device model, IPv4 address, host name, contact name, or HTTP address, to appear on the control panel. 1. In CentreWare Internet Services, click Properties > General Setup > Display Device Information. 2. To display the required device information, under Information Field, select an option. 3. Click Apply.
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. In CentreWare Internet Services, click Properties > Services. Click Service Registration.
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 Resetting the Printer to Factory Default Settings 1. 2. 3. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Device Settings > Reset UI to Factory Settings. Touch Restart. CAUTION: All current settings are lost. All settings are reset to factory defaults.
Administrator Tools Updating the Printer Software You can update your printer when Xerox releases a new version of printer software or firmware. To restrict software upgrades to administrators only: 1. In CentreWare Internet Services, click Properties > General Setup > Software Upgrade. 2. To restrict software upgrades, click Restrict Upgrade, then click OK. To view all installation policies, click Security Installation Policy. Before you begin: • Determine the current software version of your printer.
Administrator Tools Software Upgrade You can configure the printer to connect routinely to an FTP directory on your network to update printer software automatically. First, manually download the latest software file and copy it to the location on the FTP server. The printer retains all configured network settings and installed options after the software upgrade processes. • To view all installation policies, click Security Installation Policy.
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 .......................................................................................................................... 262 • Auxiliary Interface Kit ...................................................................................................................................................... 263 • • Driver Download Link ..................................................................................
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 Auxiliary Interface Kit An Auxiliary Interface Kit, or a Foreign Device Interface Kit, is a third-party access and accounting device. These kits, such as a coin operated printer accessory or a card reader, can be attached to the printer. Installation instructions are included with the Foreign Device Interface Kit. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Accounting Settings. 3. Touch Accounting Mode > Auxiliary Access.
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 Managing Scan Templates A template contains scan settings and at least one destination for the scanned image files. You can associate a scan template with your service or use the default template. Note: If you select Default Template, configure the default template and add at least one file destination to the template. 1. 2. 3. 4. 5. In CentreWare Internet Services, click Scan. Under Templates, select a template. Click Save.
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
External Keyboard B This appendix includes: • External Keyboard Shortcuts ......................................................................................................................................... 276 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.
