Version 1.
© 2009 Xerox Corporation. All rights reserved. Xerox® and the sphere of connectivity design are trademarks of Xerox Corporation in the US and/or other countries. Product names and trademarks of other companies are hereby acknowledged. Changes are periodically made to this document. Changes, technical inaccuracies, and typographic errors will be corrected in subsequent editions. Document Version: 1.1 (10/09).
Table of Contents 1 Introduction Xerox ColorQube™ Series. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 Related Information Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Table of Contents Saving and Reprinting Jobs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Online / Offline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Auxiliary (Foreign Device) Interface Kit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SNMP (Simple Network Management Protocol) . . . . . . . .
Table of Contents Authentication Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 Authentication Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Authentication Configuration (Network Authentication) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 Xerox Secure Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Table of Contents Configure Scan to Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212 12 E-mail E-mail Addressing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217 E-mail Authentication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Table of Contents 21 Xerox Standard Accounting Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289 Enable Xerox Standard Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289 To Create a General Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Table of Contents 8 Xerox ColorQube™ 9201/9202/9203 System Administrator Guide
Introduction 1 This guide has been created for System Administrators who need to install, set up and manage printers and other services on their network. To use the procedures in this Guide effectively, System Administrators must have previous experience working in a network environment and must possess Supervisor, Administrator, Account Operator, or equivalent rights to the network. They must also have prior knowledge of how to create and manage network user accounts.
Introduction Xerox ColorQube™ Series These models have copying, printing, scanning and faxing capabilities. The devices supports scanning too and has the capability of storing print, copy and scan files on the device. It copies and prints at 38/45/50 pages per minute depending on the model. A Document Feeder, Bypass Tray and Paper Trays 1, 2 and 3 are supplied as standard.
Introduction Customer Support If you need assistance during or after product installation, please visit the Xerox website for online solutions and support: http://www.xerox.
Introduction 4 Xerox ColorQube™ 9201/9202/9203 System Administrator Guide
2 Device Connection and Quick Setup This chapter describes how to connect your device to a network and configure Ethernet settings.
Device Connection and Quick Setup Front View Power On/Off Switch 6 Xerox ColorQube™ 9201/9202/9203 System Administrator Guide
Device Connection and Quick Setup Rear View Connection Panel Power Cable Inserting the SIM Card Connection Panel Inserting the SIM Card Xerox ColorQube™ 9201/9202/9203 System Administrator Guide 7
Device Connection and Quick Setup Device Control Panel Overview Job Status Language Services Home Services Machine Status Display and Touch Screen Numeric Keypad Dial Pause Log In/Out Help Cancel Start Interrupt Printing Stop Clear All Power Initial Connection Follow these steps to physically connect your device to the network. 1. Connect the Power Cable Ensure the device is connected to a suitable power supply and that the power cord is fully plugged in to the electrical outlet. 2.
Device Connection and Quick Setup • • • Distribution Centre - this option leaves the ink sticks cold. The device will power down when the [Next] button is touched. Ready to Ship - this option allows the device to power down when the [Next] button is touched, and when next powered on the ink sticks will be heated and the Installation Wizard will begin again. Customer Site - this option begins heating the ink sticks and continues with the Install Wizard when the [Next] button is touched.
Device Connection and Quick Setup 6. 7. 8. • MM/DD/YYYY • DD/MM/YYYY • YYYY/MM/DD b. Set the date by touching the left and right arrow buttons. Touch the [Next] button. The Time screen displays: a. Set the time by touching the left and right arrow buttons. b. Touch the [Display 24-Hour Clock] box to display 24-Hour format. c. Touch the [Next] button.
Device Connection and Quick Setup 4. 5. Touch [Configuration Report]. Touch [Print], then touch [Close]. If you want to disable automatic printing of a Configuration Report at Startup, refer to To Prevent the Configuration Report to Print at Power On on page 20. Ethernet Configuration Ethernet Port The Ethernet Interface is set to auto detect the speed of your network.
Device Connection and Quick Setup Settings, to enable use of the device's web user interface for network and options configuration. If necessary, reset TCP/IP addressing (including DHCP and DNS settings) and enable HTTP as follows: 1. At the device and press the button to enter the Tools pathway. 2. Enter the Administrator’s User Name [admin], touch [Next], enter the Password [1111], then touch [Enter].
Device Connection and Quick Setup Internet Services Internet Services is the embedded HTTP server application that resides in the device. Internet Services allows Administrators to change network and system settings on the device from the convenience of their desktops. Many of the features available within Internet Services will require an Administrator User Name and Password. The default User Name is admin and the default Password is 1111.
Device Connection and Quick Setup 9. 10. 11. 12. 13. c. Touch [Close]. Touch [Subnet and Gateway]. a. Touch [IP Gateway] and enter a valid gateway address and touch [Save]. b. Touch [Subnet Mask] and enter a valid subnet mask address and touch [Save]. c. Touch [Close]. Touch [TCP/IP Enablement], ensure it is enabled and touch [Save]. Touch [Close]. Press the button. Touch [Logout] to exit the Tools pathway. To Access Internet Services To view the [Internet Services Welcome] screen: 1.
Device Connection and Quick Setup The Welcome screen displays. Header Menu Main The Internet Services home page contains three panels without visible boundaries. • Header Panel: displays the header for all pages. The header includes the Internet Services logo and model of the device. The header for the ColorQube series also includes a user mode icon, and the name or type of a logged-in user. Below this panel on most pages is the tab bar which corresponds to the seven functions or page buttons.
Device Connection and Quick Setup To Setup HTTP The Internet Services HTTP screen enables the System Administrator to specify the Keep Alive Timeout, Maximum Connections, Port Number and Secure HTTP (SSL) settings. 1. At your Workstation, open the web browser, enter the IP Address of the device in the Address bar, and press [Enter]. 2. Click on the [Properties] tab. 3. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. 4. Click on the [Login] button. 5.
Device Connection and Quick Setup 5. Click on the [Connectivity] link, then click on the [Protocols] link. Note: To see IPv6 addressing parameters, if desired, click IP (Internet Protocol) in the list of Protocols, then click on IP (v6). 6. Select your individual protocol of interest from the displayed list and modify settings to your requirements, for further information refer to Network Installation on page 63.
Device Connection and Quick Setup At the Device: 1. Press the button. 2. Touch the [Machine Information] tab. 3. Touch the [Installed Options] button. 4. All the services selected on the Internet Services page are displayed and the Status will display either Enabled or Disabled. To Install Print Drivers Refer to Print Drivers on page 107 of this guide and follow the instructions provided.
3 General Setup Administrator Tools Password The Administrator password is required to access the administrator tools function both from the device touch screen and Internet Services. Access to the administrator tools is necessary to configure the device, network connectivity and optional settings. Note: Note that the web user interface (Internet Services) is now protected by the Administrator password, so that you will need to log in with the User ID and Password, the default is admin and 1111.
General Setup Configuration Page The Configuration page allows you to view device setup details, for example Network Setup and Workflow Scanning Setup. Note: These details can also be printed by clicking on the [Print Configuration Page] button. 1. 2. 3. 4. 5. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. Click on the [Status] tab. Select [Configuration Report] in the directory tree.
General Setup 2. 3. 4. 5. 6. 7. 8. Click on the [Properties] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button. Click on the [Services] link. Click on the [Printing] link. Select [General] in the directory tree. In the General area: a. for Configuration Report uncheck the [Print at power on] checkbox. b. Click on the [Apply] button to save your settings. c.
General Setup 8. 9. 10. 11. 12. 13. 14. 22 In the General area: a. For Configuration Report, check the [Print at Power on] checkbox to enable a configuration report to print at power on. b. For Configuration/Information Pages Report, check the [Restrict to SA] checkbox to restrict Configuration Report and Information Pages to the System Administrator. c. Enter the time to pass, in minutes, for the device to timeout in the [Timeout] field. The range is 0-7200, the default is 30 minutes.
General Setup 15. Click on the [Save] button. You have finished configuring the protocol information, click on the [Close] button. 16. To print to the device, install the Print Drivers on your workstation. If you need more information refer to Print Drivers on page 107. Cloning Cloning enables you to copy the settings and web generated scan templates of one device and transfer them to other devices operating with the same version of system software.
General Setup c.
General Setup Entry Screen Defaults Entry Screen Defaults allows the System Administrator to set the default screen to display on the device when the following hard button is selected: • Services • Job Status • Machine Status 1. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. 2. Click on the [Properties] tab. 3. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. 4. Click on the [Login] button.
General Setup • • • Workflow Scanning Email Internet Fax. Note: The selected screen will only display when the device is in a default state. 10. Click on the [Apply] button. Date and Time This feature enables the System Administrator to set the Date and Time (including Time Zone for Daylight Saving Time) for the system. It can automatically be set up using NTP, if enabled on the internet services, or it can be manually set on the device interface.
General Setup Check the [Display 24 hour clock] checkbox if you require a 24 hour format, if unchecked, a 12 hour format is displayed. d. Using the Up and Down arrow select the required value for the following: • Hours - for a 12 hour format the range is 1 to 12 and for a 24 hour format the range is 0 to23. • Minutes - the range is 00 to 59. • If 12 hour format is selected, select either AM or PM from the drop-down menu. e. In the Time Zone area, select a time zone from the drop-down menu. 10.
General Setup Enable NTP NTP (Network Time Protocol) is designed to synchronize the clocks of the computers over a network. This feature will ensure that the device’s internal clock stays synchronized with the NTP server you specify. 1. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. 2. Click on the [Properties] tab. 3. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. 4.
General Setup TIFF Specification Supplement 2 (New JPEG) - this is an update to the TIFF 6.0 specification and provides a more fault-free JPEG compression algorithm, but may not be compatible with older graphics software. • LZW - this is a lossless compression method yielding very high compression efficiency, LZW works best for files containing repetitive data, such as is the case with text and monochrome images. LZW has long been associated with TIFF and GIF images.
General Setup When MRC Compression is enabled, select one of the following MRC Compression Format option: • Multi-Mask Compression - tends to produce cleaner and sharper pages. On a multimask MRC compressed page, contents with similar colors are extracted, combined and encoded as masks. However, occasional mistakes can be made causing image artifacts such as lines and text shifting colors.
General Setup 9. 10. 11. 12. 13. In the Workflow Scanning area: a. For Original Type, select either the [Photo & Text], [Photo], [Text], [Map] or [Newspaper/Magazine]. b. Select [for OCR] option for Scan Presets. c. Click on the [Apply] button. Scroll to Filing Options area, click on the [Edit] button. Within Filing Options area: a. For File Format, select either [TIFF], [mTIFF], [JPEG], [PDF], [PDF/A] or [XPS]. b. For Searchable Options, select [Searchable]. c. Click on the [Apply] button.
General Setup Job Deletion The Job Deletion page allows you to set permission that allow System Administrators or nonadministrator users to delete jobs from the device print queue. Note: System Administrators can always delete any job, regardless of the setting selected on the Job Management Page. At the Device: 1. Press the button to enter the Tools pathway. 2. Enter the Administrator’s User Name [admin], touch [Next], enter Password [1111], touch [Enter]. 3.
General Setup Sleep Mode Settings Sleep Mode Settings allow the System Administrator to manage network energy saving options. 1. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. 2. Click on the [Properties] tab. 3. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. 4. Click on the [Login] button. 5. Click on the [General Setup] link. 6. Click on the [Sleep Mode Settings] in the directory tree.
General Setup Extensible Services Setup This feature allows the System Administrator to set up and enable extensible services on the device. Extensible Services enables independent software vendors and partners to develop customized programs to access directly from the device’s control panel. Users can enter their authentication login at the device, and access a set of features and options designed specifically for their business need.
General Setup • • • MeterAssistant™ - submits meter reads to Xerox from network devices. This ends the need to collect and report meter read information manually. SuppliesAssistant™ - allows to manages ink supplies for network equipment, and also monitor actual usage. MaintenanceAssistant™ - allows you to troubleshoot your device. You can send detailed diagnostic information to Xerox, start online troubleshooting sessions with Xerox, and download usage information to your computer in .csv format.
General Setup 9. In the HTTP Proxy Server area: a. Check the [Enabled] checkbox. b. Select either [IPv4 Address], [IPv6 Address] or [Host Name]. c. Enter the Proxy Server address and port number in the [Proxy Server Address] field. d. Click on the [Save] button to return to the SMart eSolution Setup page. e. Click on the [Apply] button. Note: HTTP Proxy Server settings are used for the following features: • • • SMart eSolution Setup. HTTP(S) File Destinations. HTTP(S) Template Pool.
General Setup In the Recipient Group Preferences area. By default, a group will be notified of all device alerts. If you want to select specific alerts, select the alerts checkbox that you want the Group to be notified of. k. Enter how many minutes (0 - 60) in the field for Set jam timer for release of status to selected groups to wait after a jam has been detected before an email status is sent. If the jam is cleared before the timer completes, no jam message will be sent. l.
General Setup 2. 3. 4. 5. Click on the [Status] tab. Select [SMart eSolutions] in the directory tree. Click on the [Maintenance Assistant] tab. Click on the [Start an Online Troubleshooting Session at www.xerox.com] bar. A “Starting Online Troubleshooting Session” message will display. When transmission is complete your browser will automatically be redirected to Xerox.com for online assistant. Note: If there are any communication problems, a message window will display.
General Setup • Scheduled - the device wakes up and sleeps at set time on a daily basis. 8. If you select either Intelligent Ready or Job Activated, you can select [On] or [Off] for Fast Resume. This option reduces the time taken for the device to wake up. This option will change the default sleep or low time-outs and increase energy usage. 9. If you select Scheduled, then select the specific day you want the device to wake up by selecting [Time] form the Scheduled Based on drop-down menu.
General Setup You can download Network Log from the device which will only provide the current network logs. Or from the device web browser, where the customer has the option to download the current network log as well as downloading the following information: • Configuration Report • Fault Logs • Archive Logs (the last 10 Logs that have been saved).
General Setup 2. 3. 4. 5. 6. 7. 8. Enter the Administrator’s User Name [admin], touch [Next], enter Password [1111], touch [Enter]. Press , then touch the [Tools] tab. Touch [Network Settings]. Touch [Network Logs]. In the Network Logs screen, under [Information Level] select either [Basic] or [Enhanced]. a. If you select [Basic], follow the steps below: • Click on the [Download Basic Log File] button.
General Setup d. In the [Reply to E-mail Address] field, enter the address of the administrator or user who is designated to receive any reply e-mails that are sent by users who are listed in the Alert Notification group. Note: This is normally set to the System Administrator’s e-mail address. Click on [Apply] to save the changes. If prompted, enter the User ID and Password of the Administrator’s account and click on [Login]. g. The Settings Confirmed. Send Test e-mail? window will appear.
General Setup Potential persistent problems exist: If area specified does not receive attention problems may re-occur. • Machine requires administrator assistance: Authorized System Administrator must address problem. • Machine is operational, but degraded: device is running at reduced efficiency, needs immediate attention. • Paper supply is low: Paper is running low or wrong size is allocated. • Supplies or CRUs are low: CRU/Solid Ink Sticks or other usable item needs attention (see LUI).
General Setup 10. Click on the [OK] button when you see the message “Properties have been successfully modified”. Low Supply Warning System Administrators can set the device to display a low warning message about a supplies level, for example, ColorQube Ink, Cleaning Unit and Document Feeder Feed Roller. 1. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. 2. Click on the [Properties] tab. 3.
General Setup 2. 3. 4. 5. 6. 7. 8. 9. Enter the Administrator’s User Name [admin], touch [Next], enter Password [1111], touch [Enter]. Press the button, then the [Tools] tab. Touch [Service Settings]. Touch [Job Sheets]. Touch [Banner Sheets]. Touch the [Disabled] button. Touch [Save]. Press the button, then press [Logout] to exit the Tools pathway. At your Workstation: 1. Open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. 2.
General Setup 3. 4. 5. 6. 7. if prompted, enter the administrator User ID and Password. The default is [admin] and [1111], and click on the [Login] button. Click on the [Services] link. Click on the [Reprint Saved Jobs] link. Select [Enablement] in the directory tree. Click the [Enabled] radio button to enable the feature, and click on the [Apply] button. Backup Saved Jobs 1. 2. 3. 4. 5. 6. 7. 8. 9. Select [Backup Jobs] in the directory tree to back up saved jobs stored on the system.
General Setup Online / Offline The Online/Offline window allows the System Administrator to stop and resume the system from receiving or sending jobs over the network. At the Device: 1. Press the button to enter the Tools pathway. 2. Enter the Administrator’s User Name [admin], touch [Next], enter Password [1111], touch [Enter]. 3. Press the button. 4. Touch the [Tools] tab. 5. Touch [Network Settings]. 6. Touch [Online/Offline]. 7.
General Setup SNMP (Simple Network Management Protocol) It is possible to remotely define and modify GET, SET, and TRAP SNMP (Simple Network Management Protocol) community names for the device. You can also configure SNMP trap destinations for TCP/IP and NetWare (IPX) that will receive traps from any device on the network. SNMP Community Name properties that can be configured are: • GET Returns the password for SNMP GET requests to the device.
General Setup c. Enter a name (up to 256 characters) for the default [TRAP Community Name]. The default is SNMP_trap. Note: The Default TRAP community name is used to specify the default community name for all traps generated by this device. d. Click [Save], to apply the changes or [Undo] to return to the previous settings. For Edit SNMP v1/v2c Properties: e. Use this page to configure Authentication Password and Privacy Password for the Administrator Account. f.
General Setup 2. 3. 4. 5. 6. Click the [Properties] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button. Click on the [General Setup] link. Select [Configuration Report] in the directory tree, scroll down to the Common User Data section to see your System Software Version.
General Setup 11. Once the device has completed the upgrade it will reboot automatically. The configuration report will print (if it was enabled in the Tools set up). When the device is accessible from a web browser, view the software version on Internet Services Manual Upgrade page, or check the configuration report to verify that the software level has changed. Note: Your device can be set to automatically schedule device software upgrades from a central server at a specific time on a regular basis.
General Setup 9. 10. 11. 12. 13. 14. 15. Select either [Hourly] or [Daily] to activate the feature accordingly, in the Refresh Start Time section. If [Daily] has been selected, enter the required time for the upgrade to be performed. Select either [IPv4 Address], [IPv6 Address] or [Host Name] for Protocol.
4 Internet Services This chapter explains how to enable and use the Internet Services feature of the device. The Internet Services feature uses the embedded HTTP Server on the device. This allows you to communicate with the device through a web browser and gives you access to the Internet or intranet. Entering the IP Address of the device as the URL (Universal Resource Locator) in the browser provides direct access to the device.
Internet Services Access Internet Services Instructions to access Internet Services: 1. Open the web browser from your Workstation. 2. In the URL field, enter http:// followed by the IP Address of the device. For example: If the IP address is 192.168.100.100, enter the following into the URL field: http://192.168.100.100. 3. Press [Enter] to view the Home page. 4. Click a tab to access the desired page, or click on the Index icon at the top of the device web page to access the index and contents list.
Internet Services To set Alert Notification, refer to E-mail Alerts on page 41. To Reboot the Device It is possible to reboot the device from Internet Services. 1. Click on the [Status] tab. 2. Click on the [Description & Alerts] in the directory tree. 3. Click on the [Reboot Machine] button and click [OK] to reboot the device. The network controller takes approximately 5 minutes to reboot and network connectivity will be unavailable during this time.
Internet Services • Cleaning Unit • Document Feeder Feed Roller One of the following Status message is displayed: • OK • Reorder (Supply is getting low). • Replace (Unit Supply is used up and requires immediate replacement). For each unit, the [Life Remaining] icon describes the current supply level as a percentage and provides a bar graph visual display. Trays The Trays page allows you to view paper supply setup and paper output. 1.
Internet Services • • • • • • • • • • • • • • • • Care and Troublshooting Guide User Menu Map Tools Menu Map Health and Safety Office Demo Page Graphics Demo Page 2-Sided Demo Page Monochrome example page Useful Color example page Everyday Color example page Expressive Color example page CMYK Sampler Pages RGB Sampler Pages Spot Color Sampler Pages PCL Font List PostScript Font List At your Workstation: 1. Open the web browser and enter the IP address of the device in the Address bar, and press [Enter].
Internet Services 3. Click on the [Refresh] button to update the information in the table. The following information is shown: • Job Name - The title of the print job. • Owner - The person submitting the job. • Status - The current status of the job. • Type - Displays whether the job is print, scan or fax. • Copy Count - Displays the number of copies requested for the job. Saved Jobs Within the Jobs tab screen select the [Saved Jobs] tab.
Internet Services From the drop-down menu select either [Print Job], [Copy Job], [Move Job] or [Delete Job]. • If you select [Print Job], enter how many print you require and click on the [Go] button. • If you select [Delete Job], click on the [Go] button, click on the [OK] to delete or [Cancel] to return to the previous page. • If you select [Copy Job] or [Move Job], click on the [Go] button. Select the folder you want the Job to be copied or moved to, click on the [Copy Job] or [Move Job] button.
Internet Services If Network Accounting is installed, then enter your Account and User ID for accounting purposes. (The Accounting fields are only visible if accounting is enabled on your device). Note: Printing options are only valid for jobs that do not contain the settings already. 7. 8. When finished with your selections, click on the [Submit Job] button to send your document to the printer.
Internet Services General Setup Configuration Report The Configuration page displays the following information: • Report Profile • Common User Data • Machine Profile • Machine Hardware • General Setup • Software Versions • Connectivity Physical Connections • Connectivity Protocols • Services • Accounting • Security • Media Trays 1. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. 2. Click on the [Properties] tab. 3.
Internet Services 9. Click on the [Apply] button, then click on the [OK] button when you see the message “Properties have been successfully modified”. Note: When you change the settings, you must restart the device to see the new values. If you return to this page before the device has been restarted, the old setting will display. Support The Internet Services Support page provides easy access to the Xerox website.
Network Installation 5 This chapter explains how to set up the device to operate in different network environments.
Network Installation TCP/IP Settings This section explains how to set up the device to operate in a Windows TCP/IP environment. The following information is provided: • IPv4 on page 67 • IPv6 on page 68 • Supporting LPR Printing on page 70 • Configure Raw TCP/IP Printing on page 71 • Configure SLP on page 72 • SNMP on page 73 • SSDP on page 78 • Microsoft Networking on page 78 • AppleTalk on page 80 • Create an IPP Printer (Internet Printing Protocol) on page 80 The device supports IP versions 4 and 6.
Network Installation Touch [TCP/IP Enablement]. a. Touch [Enable] for IPv4 and IPv6. b. Touch [Save]. 7. Touch [Dynamic Addressing]. a. Touch [Disabled] to disable DHCP. b. Touch [Save]. 8. Touch [IP Address/Host Name]. a. Touch button under the [IPv4 Address] heading. b. Enter the IP Address using the on-screen keypad and touch [Save]. c. Touch button under the [Host Name]. d. Type the host name EXACTLY as you want it to appear. To access more characters, touch [123] on the user interface. e.
Network Installation 6. Touch [Alternate DNS Servers] if required. a. Touch the button under Alternate DNS Server, enter the Alternate DNS Server IP Address using the on-screen keypad. b. Touch [Save]. Note: If DHCP is enabled, the Alternate DNS server information is not available as a feature summary. c. Touch [Close] to return to the DNS Configuration screen. Enable Dynamic DNS Registration Note: If your DNS server does not support dynamic updates, then this function does not need to be enabled. 7. 8.
Network Installation Enter the Administrator’s User Name [admin], touch [Next], enter Password [1111], touch [Enter]. 3. Press the button, and then the [Tools] tab. 4. Touch [Network Settings]. 5. Touch [TCP/IP Settings]. 6. Touch [Dynamic Addressing]. By default, DHCP is selected. 7. Select the required Dynamic Addressing method: • BOOTP • DHCP 8. Touch [Save]. 9. Touch [Close]. 10. Press the button, touch [Logout] to exit Tools mode. 2.
Network Installation d. e. • RARP (Reverse Address Resolution Protocol). • BOOTP (Bootstrap Protocol). • STATIC (fixed, User-defined), this is the default selection. Enter a name which corresponds to the IP address of the device in the [Host Name] field. If you select [Static], type the IP addresses that applies in [Machine IP Address], [Subnet Mask], and [Gateway Address]. Note: If BOOTP or DHCP address resolution mode is selected, you cannot change the IP address, Subnet Mask, or default gateway.
Network Installation 2. 3. 4. 5. 6. 7. 8. 9. Click on the [Properties] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button. Click on the [Connectivity] link. Click on the [Protocols] link. Select [IP (Internet Protocol)] in the directory tree. Ensure that [IPv6] is selected. In the General area: a. Check the [Enabled] checkbox for Protocol to enable the TCP/IP protocol.
Network Installation Always Enable DHCP for address assignment and other configuration data - this option is fully automatic. The DHCPv6 Address will be obtained and displayed on the screen. • Always Enable DHCP for other configuration data only - this is the semi-automatic configuration. The DHCPv6 Address will be obtained and displayed on the page. • Never use DHCP - when this option is selected, you must configure the Manual Address Options and DNS separately. b.
Network Installation 3. 4. 5. 6. 7. 8. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button. Click on the [Connectivity] link. Click on the [Protocols] link. Select [LPR/LPD] in the directory tree. In the General area: a. For Protocol, check the [Enabled] checkbox to enable LPR/LPD. Note: Disabling LPR/LPD will affect clients printing to the device over TCP/IP using the LPR printing port.
Network Installation Raw TCP/IP is a printing method used to open a TCP socket-level connection, over Port 9100, to stream a print-ready file to the printer's input buffer, and then to close the connection after sensing an End Of Job indicator in the Page Description Language, or after expiration of a preset timeout value. Port 9100 printing does not require a Line Printer Request (LPR) from the workstation, or the use of a Line Printer Daemon (LPD) running on the printer.
Network Installation SLP is used to announce and look up services on a local network. When SLP is enabled, the device becomes a Service Agent (SA) and announces its services to a User Agents (UA) via SLP. 1. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. 2. Click on the [Properties] tab. 3. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. 4. Click on the [Login] button. 5.
Network Installation You can also enable or disable Authentication Failure Generic Traps on the device. SNMPv3 can be enabled to create an encrypted channel for secure device management. SNMP is a set of protocols designed to help manage complex networks. SNMP compliant devices store data about themselves in MIBs and return this data to the SNMP requesters.
Network Installation 9. In the Authentication Failure Generic Traps area, check the [Enable] checkbox to enable Authentication Failure Generic Traps to generate a trap for every SNMP request by the device which contains an invalid community name. Note: When the Authentication Failure Generic Trap is enabled, this machine will generate a trap for every SNMP request that is received by the machine which contains an invalid community name. 10.
Network Installation b. If you want to reset to the default Password, click on the [Reset] button. Note: This account allows Xerox Clients and Drivers a limited amount of access to objects on the device. If the device does not have SNMP v1/v2c enabled, and does not have this account enabled, Xerox SNMP based clients will not be able to communicate with it. The default passwords should be used, unless the passwords have been changed on the client. c.
Network Installation Note: When Authentication Failure Generic Traps is disabled, traps of this type will not be sent by this Device. To enable Authentication Failure Generic Traps, go to SNMP Properties from the main SNMP Configuration page. 5. 6. 7. 8. Click on the [Save] button to save settings and return to the Advanced Settings page. Click on the [Back] button to return to the SNMP page. Click on the [Apply] button to accept the changes or [Undo] to return the settings to their previous values.
Network Installation 8. Click on the [OK] button when you see the message “Properties have been successfully modified”. SSDP Allows you to configure the SSDP (Simple Service Discovery Protocol) for Universal Plug and Play settings on the device. SSDP provides a mechanism where by network clients, with little or no static configuration, can discover network services. SSDP accomplishes this by providing for multicast discovery support as well as server based notification and discovery routing. 1.
Network Installation Enter the device’s SMB (Server Message Block protocol) host name in the [SMB Host Name] field. d. Enter a descriptive host name comment in the [SMB Host Name Comment] field (if required). e. Enter the device’s share name in the [Share Name] field. f. Enter a descriptive share name comment in the [Share Name Comment] field. Physical Connection displays the physical network connection, and will display “Ethernet”.
Network Installation AppleTalk To Enable AppleTalk on the Device 1. 2. 3. 4. 5. 6. 7. 8. At your Workstation, open the web browser and enter the IP address of the device in the Address bar. Press [Enter]. Click on the [Properties] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button. Click on the [Connectivity] link. Click on the [Protocols] link. Select [AppleTalk] in the directory tree. In the General area: a.
Network Installation Enable Port 9100 as Additional support for HTTP (IPP) printing 1. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. 2. Click on the [Properties] tab. 3. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. 4. Click on the [Login] button. 5. Click on the [Connectivity] link. 6. Click on the [Protocols] link. 7. Select [Raw TCP/IP Printing] in the directory tree. 8.
Network Installation Install the Print Driver 1. From the [Start] menu, select [Settings] and then [Printers] (Windows 2000) or [Printers and Faxes] (Windows XP). The Vista path is Start\Control Panel\Printer(s). 2. Double-click the [Add Printer] icon and click [Next]. 3. Verify that [Network Printer] is selected and click [Next]. The [Locate Your Printer] (Windows 2000) or [Specify a Printer] (Windows XP) screen will appear. 4.
Network Installation 9. 10. 11. 12. Click [Next]. Click [Create a New Port]. Select [AppleTalk Printing Devices] and click [Next]. In the Available AppleTalk Printing Devices box, click the printer you want to connect to. It may be necessary to double-click the required Zone to locate the printer. Click [OK]. Note: You may be asked whether you want to capture the AppleTalk print device.
Network Installation Windows XP Configure TCP/IP and SLP Settings 1. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. Note: TCP/IP and HTTP should have been initially configured, refer to Enable TCP/IP and HTTP at the Device on page 11 of this guide and follow the steps provided. 2. 3. 4. 5. 6. 7. 8. Click on the [Properties] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111].
Network Installation h. Check the [Enabled] checkbox to enable [Dynamic DNS Registration (DDNS)]. Note: If your DNS Server does not support dynamic updates there is no need to enable DDNS. In the DHCP/DDNS area, check the [Enabled] checkbox for Release Registration ONLY if you wish to release this device's IP address upon reboot. Default is unchecked. 10. In the Zero-Configuration Networking area: a.
Network Installation b. Check the [Enabled] checkbox to enable PDL banner page attributes override LPR control file attributes for job name and owner. This feature allows you to replace the standard information displayed on a banner page, and substitute the user name and job name taken from the print job. Note: Banner pages print if banners are set to On at the file server, even if banners are set to Off in the device.
Network Installation Enter the required name(s) for [Scope 1,2,3], this allows the System Administrator to set one of the three manually configurable scope names. A scope is a searchable group or container to which an agent may be associated. The default scope is called “DEFAULT”. d. Select the Message type from the drop-down menu for [Multicast or Broadcast]. This setting defines whether SLP will use multicast or broadcast in communications.
Network Installation Physical Connection displays the physical network connection, this will always display “Ethernet”. Up to three ports may be enabled and configured, in the Port Information area: a. For Port 1 Leave the [TCP Port Number] set to 9100. If two additional ports are available, click [Default All] to see if they set to 9101 and 9102 respectively (emulating HP JetDirect EX Plus 3). b. Leave the [Bidirectional] checkboxes and [Maximum Connections per Port] settings at their default values. c.
Network Installation In the Port Information area: a. Leave the [TCP Port Number] set to 9100 for Port 1. If two additional ports are available, click [Default All] to see if they set to 9101 and 9102 respectively (emulating HP JetDirect EX Plus 3). b. Leave the [Bidirectional] and [Maximum Connections] settings at their default values. c. Set the [End of Job Timeout] to the number of seconds to wait before processing a job without an End Of Job indicator. d.
Network Installation 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. The [Locate Your Printer] (Windows 2000) or [Specify a Printer] (Windows XP) screen will appear. To create an IPP printer select [Connect to a printer on the Internet or on your intranet]. Type HTTP:// followed by the printer's fully qualified Domain name or IP address in the URL field.
Network Installation 3. 4. 5. 6. 7. 8. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button. Click on the [Connectivity] link. Click on the [Protocols] link. Select [AppleTalk] in the directory tree. In the General area: a. For Protocol, check the [Enabled] checkbox to enable the AppleTalk. b. Type a name for the device in [Printer Name]. The default name is based on the device’s Ethernet MAC address. c.
Network Installation 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. Select the required disk (if necessary) where you want to install the printer. Click [Continue]. Click [Install]. Click [Close], and restart the workstation. When the workstation has restarted, double click the hard drive icon. Double-click the [Applications] icon. Double-click the [Utilities] folder. Double-click [Print Center] icon. Double-click [Add] to add a new printer. Select AppleTalk as your network protocol.
Network Installation 5. 6. 7. 8. 9. Click on the [Connectivity] link. Click on the [Protocols] link. Select [TCP/IP] in the directory tree. Verify that the printing device has been configured with a static IP address (preferred), Subnet Mask, Gateway Address, and Host Name. Verify that the Domain Name for your network has been supplied, and that DNS is enabled and configured to resolve Host Names to IP Addresses.
Network Installation 10. Print a document from an application to verify that the printer is installed correctly. Set up LPR (Line Printer Remote) Printing in Mac OSX 1. Load the Internet Services Print and Fax Drivers CD-ROM into your CD drive. 2. Open the CD and select the required language. 3. Double-click to open the [Drivers] folder. 4. Double-click to open the [Mac] folder. Note: There may be more than one Print and Fax Drivers CD.
Network Installation NetWare Information Checklist Before starting the procedure, please ensure the following items are available or have been performed: • An existing operational NetWare network. • Login to a NetWare file server/tree as Supervisor/Administrator or have the equivalent privileges. • Ensure the device is connected to the network via Ethernet cable. • Set up a print server object using NWADMIN. Refer to the documentation supplied by Novell to complete this task.
Network Installation In the Bindery Settings area, if using NetWare in Bindery mode (when NDS tree and NDS context are not used), you can set which file server the device will use for the Binder service. You can enter the names of up to four primary [File Servers] for the device in the Bindery Settings field. 10. In the NetWare Directory Services (NDS) area: a. If IP is selected for the [Filing Transport] in the General area, select either IPv4 Address or Host Name. b.
Network Installation AS400 Raw TCP/IP Printing to Port 9100 (CRTDEVPRT) This is the procedure to set up printing to a device from an AS400 using the SNMP drivers. This procedure is intended for users familiar with the AS400 system, especially those experienced with printing in an AS400 environment. The AS400 must run V4R5 of OS400 so that the SNMP drivers are present (or V4R3/V4R4 with the most current PTFs installed). The device must have port 9100 enabled. Procedures to Enable Port 9100 1.
Network Installation 13. Click the [Reboot Machine] button and click [OK] to reboot the machine. The network controller takes approximately 5 minutes to reboot and network connectivity will be unavailable during this time. Create a Device Description Create a device description from your AS400 terminal's command line. 1. Select the F-4 key to prompt the CRTDEVPRT command. Enter the following parameters: Device Description: Xeroxprinter Device Class: *lan Device Type: 3812 Device Model: 1 2.
Network Installation • • • • • • Number of pages: *NONE Starting time: Time Ending time: Time Order of files on queue: *FIFO Remote system: *INTNETADR Remote printer queue: virtual printer name** Note: The queue for ColorQube should be lp (lower case L and P). 2.
Network Installation UNIX HP-UX Client (Version 10.x) HP-UX workstations require specific installation steps to communicate with the machine. The machine is a BSD-style UNIX printer, whereas HP-UX is a System Vstyle UNIX. Use the correct case when entering commands; UNIX commands are case-sensitive. Note: All UNIX commands are case-sensitive, so enter the commands exactly as they are written.
Network Installation 9. 10. 11. 12. 13. • Select [Remote Printer is on a BSD System] and click [OK] to complete form. Click [Yes] at the Configure HP UX Printers Subpanel screen. This screen may be obscured by Add Remote Printer/Plotter form. Select [File: Exit]. Select [File: Exit Sam]. Type [exit] to exit super user mode. Test the queue created. Type the command [lp -d queuename /etc/hosts].
Network Installation The Configuration Report will print. Verify the addresses detailed under TCP/IP Settings. To Configure your Solaris 2.x Client • • • Ensure the machine is connected to the network with Ethernet cabling. Ensure you can PING the machine IP address from the UNIX workstation. Add the machine printer hostname to the etc/hosts file. Note: Perform the following steps to create a machine print queue on a Solaris 2.x workstation using either the GUI or the TTY method. GUI Method 1.
Network Installation At the Device: a. Press the button on the device. b. Touch the [Machine Information] tab. c. Touch [Information Pages]. d. Touch [Configuration Report]. e. Touch [Print], then touch [Close]. The Configuration Report will print. Verify the addresses detailed under TCP/IP Settings. Set up for a SCO UNIX Client SCO UNIX workstations require specific installation steps to communicate with the machine.
Network Installation 4. 5. 6. Click [Enter] to accept default of non-default printer. Click [Enter] to start process of adding queue. Type [q] to quit the rlpconf program. CUPS The Common UNIX Printing System (CUPS) was created by Easy Software Products in 1998 as a modern replacement for the Berkeley Line Printer Daemon (LPD) and A T and T Line Printer (LP) system designed in the 1970s for printing text to line printers.
Network Installation 10. Click on the [Apply] button to accept the changes or [Undo] to return the settings to their previous values, or [Default All] to enter printer defaults for all settings (recommended). 11. Click on the [OK] button when you see the message “Properties have been successfully modified”. Note: The settings are not applied until you restart the device. 12. Click on the [Status] tab, select [Description & Alerts] in the directory tree. 13.
Network Installation Adding the Xerox printer 1. Use the PS command to make sure that the CUPS daemon is running. The daemon can be restarted from Linux using the init.d script that was created when the CUPS RPM was installed. The command is > /etc/init.d/cups restart. A similar script or directory entry should have been created in System V and BSD. For the example of CUPS built and installed on a FreeBSD 4.2 machine from the source code, run cupsd from /usr/local/sbin.
Print Drivers 6 This chapter summarizes the print driver features and functions. You can use Internet Services to configure the Print Drivers. • Windows 2000/2003 Server on page 108 • Windows 2000 Professional on page 110 • Windows XP on page 113 • Windows Vista on page 116 • Apple Macintosh 10.
Print Drivers Windows 2000/2003 Server Xerox Printer Installer This section provides instructions on how to install print driver manually. However, you can use Xerox Printer Installer to discover the printer and install drivers. To use the Xerox Printer Installer locate the Internet Services Print and Fax Drivers CD-ROM delivered with your device and follow the instructions contained in the Internet Services Print and Fax Drivers Guide for Microsoft Windows.
Print Drivers 7. 8. 9. 10. Check the checkbox to select [Print Services for UNIX]. Click [OK]. Click [Next]. Close the [Add/Remove Programs] window. Add the Printer 1. 2. 3. 4. 5. 6. From the [Start] menu, select [Settings] and then [Printers]/[Printers and Faxes]. Double-click [Add Printer] and click on [Next]. Select [Local Printer] (Windows 2000) or [Local Printer attached to this computer] (Windows 2003) and deselect [Automatically detect and install my Plug and Play printer]. Click [Next].
Print Drivers Windows 2000 Professional Note: You can use Internet Services to configure the Print Driver in this environment. Xerox Printer Installer This section provides instructions on how to install print drivers manually. However, you can use Xerox Printer Installer to find the printer and install drivers. To use the Xerox Printer Installer locate the Print and Fax Drivers disc delivered with your device and follow the instructions contained in the Guide for Microsoft Windows.
Print Drivers 3. 4. 5. 6. 7. 8. 9. Double-click [Add Printer] and click [Next]. Verify that [Network Printer] is selected and click [Next]. The Locate Your Printer screen will appear. Select the [Type the Printer Name] option or click [Next] to browse for a printer. Enter the path to the printer or click [Next] to browse for the print queue created on your server. Select the printer and click [Next]. Select [Yes] if you wish to make it the default printer. Click [Next]. Click [Finish].
Print Drivers 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. Enter a name for the print queue and click [OK]. You will be prompted for a print driver. Select [Have Disk] and browse to the location of your print driver. Select the [.INF] file then click [Open]. The wizard will return you to the previous dialog. Verify the path and file name are correct and click [OK]. Select the model that corresponds to your device and click [Next]. The Name your Printer screen appears. Enter a printer name.
Print Drivers Windows XP Note: You can use the Internet Services to configure the Print Driver in this environment. Xerox Printer Installer This section provides instructions on how to install print driver manually. However, you can use Xerox Printer Installer to discover the printer and install drivers.
Print Drivers The Specify a Printer screen will appear. Select on of the following: • [Connect to this printer] if you know the name of the server and printer. • [Find a printer in the directory] to browse for the print queue created on your server. Click on [Next]. 9. Select the printer and click [Next]. 10. Decide whether or not you want to make this printer your default printer, then click [Next]. 11. Click [Finish]. The printer will download to the Windows XP workstation. 12.
Print Drivers 12. When the Install from Disk screen appears, verify that the path and file name are correct, then click [OK]. 13. Select the model of your device from the list. Click [Next]. 14. The Name your Printer screen appears. Enter a printer name. 15. Decide whether or not you want to make this printer your default printer, then click [Next]. 16. The Printer Sharing Screen appears. If you will be sharing this printer with other clients select the [Share Name] button and enter a share name.
Print Drivers Windows Vista Xerox Printer Installer This section provides instructions on how to install print driver manually. However, you can use Xerox Printer Installer to discover the printer and install drivers. To use the Xerox Printer Installer locate the Internet Services Print and Fax Drivers CD-ROM delivered with your device and follow the instructions contained in the Internet Services Print and Fax Drivers Guide for Microsoft Windows.
Print Drivers 7. in the Find Printers pop-up menu, enter the name of the printer you are trying find in the [Name] field, and click on [Find now]. Note: Ensure [Entire Directory] is selected from the In drop-down menu. Select your printer from the list and click on [OK]. The status bar will display. In the [Type a printer name], check the [Set as the default Printer] checkbox. 10. Click [Next]. 11. The You’ve successfully added...
Print Drivers 11. The You’ve successfully added... pop-up window will display, you can print a test page by clicking on the [Print a test page]. 12. Click [Finish]. Configure the Print Driver If your device has any installable options fitted then these should be set in the driver, for example, a High Capacity Feeder or a Finisher. 1. At your Workstation, click on [Start] then select [Control Panel]. Open the [Printers] folder. 2. Right click the appropriate printer icon and select [Properties]. 3.
Print Drivers Apple Macintosh 10.X Information Checklist Before starting the procedure, please ensure the following items are available or have been performed: • Verify the AppleTalk settings have been configured properly on the device by printing a Configuration Report. To print a Configuration Report, go to the Device a. Press the button. b. Touch the [Machine Information] tab. c. Touch [Information Pages]. d. Touch [Configuration Report]. e. Touch [Print], then touch [Close].
Print Drivers 17. Double-click the [Add] button to add a new printer or click the [Printers] menu and click on [Add Printer]. 18. Select [IP Printing] from the top menu. 19. Select [Internet Protocol Printing] or [LPD/LPR Printing] from the next menu. 20. Enter the IP address of the printer. 21. Enter a name for the print queue. (You may leave this blank if you prefer). 22. Select [Xerox] from the Printer Model list. 23. Select your printer model from the Model Name list. 24. Click [Add].
Authentication 7 Authentication Overview This feature allows the user to be identified to the device, so that the device can then determine if the user has access to the Device, Pathway, Services and/or its Features. It also enables the device to identify the logged in user when various functions are performed, for example, sending an email. Authentication can be enabled to prevent unauthorized use of installed device options and standard features.
Authentication Authorization Overview This feature works in conjunction with the Authentication feature to determine what an authenticated user is allowed to do. Once a user has been authenticated, the Authorization feature will validate the role of that user. When remote authorization is selected, not only is the ‘User Role’ defined, but also the user can be authorized for individual services and pathways.
Authentication Authentication Configuration (Network Authentication) Procedure (Initial Use) Initially when Setup is selected (at your workstation web browser: Properties > Security > Access Rights > Setup), Step 1 of 3 for Authentication Configuration will display. • Authentication Configuration - Step 1 of 3 This screen explains the concepts of Authentication, Authorization, and Personalization.
Authentication 8. 9. 10. 11. 12. 13. 14. 15. The Authentication Configuration page is displayed, in the Current Configuration area click on the [Edit Methods]/[Configure] button for Authentication. In the Where is the Information Located? area select [Remotely on the Network] form the drop-down menu for Device User Interface Authentication and click on the [Save] button to return to the Authentication Configuration page.
Authentication 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. Click on the [Login] button. Click on the [Security] link. Click on the [Access Rights] link. Select [Setup] in the directory tree. The Authentication Configuration page is displayed, in the Current Configuration area click on the [Edit Methods] button for Authentication.
Authentication Authentication Configuration for NDS (Novell) Information Checklist Before starting the procedure, please ensure the following item has been performed. • Ensure the NetWare protocol is enabled on your device by printing a Configuration Report. At the Device: a. Press the button. b. Touch the [Machine Information] tab. c. Touch [Information Pages]. d. Touch [Configuration Report]. e. Touch [Print], then touch [Close]. The Configuration Report will print.
Authentication 12. To Set Authentication to control access to individual Services: a. In the Current Configuration area, click on the [View] button for Service Registration. b. On the Service Registration screen, check the checkbox to select the services you want to display on the machine touch interface. c. Click on the [Save] button and return to the Authentication Configuration. 13. To Set Authentication to control access to individual Features: a.
Authentication If Host Name is selected, enter the [Host Name] and [Port] details in the required fields. In the Alternate Domains (Optional) area, enter details for up to 8 [Alternate Domains (Optional)], if required. h. Click on the [Save] button to save the settings and return to the Authentication Configuration page. To Set Authentication to control access to individual Services: a. In the Current Configuration area, click on the [View] button for Service Registration. b.
Authentication 11. In the Authentication Server page: a. Select [LDAP] from the Authentication Type drop-down menu. b. In the Configuration area, click on the [LDAP Settings] link. c. In the [Server Information] area, select either the [IPv4 Address], [IPv6 Address] or [Host Name] radio button, and enter the IP Address and Port or the Host Name and Port of the Primary and Alternate LDAP Server. d.
Authentication 12. To configure Filters for LDAP (if required) a. Click on [Custom Filters] heading tab under the LDAP title. b. On the Custom Filters screen, under LDAP Authentication area, check the [Append Base DN] checkbox to select it. When enabled, this will specify the distinguished name(s) that will lead to the entry in the LDAP directory under which all users and groups will be retrieved. Distinguished name is a unique name for an entry in your LDAP directory.
Authentication Configure Contexts for LDAP (Used when LDAP is enable via NetWare) Contexts are used with the Authentication feature. The administrator can configure the device to automatically add an authentication context to the Login Name provided by the user. 1. If you have already logged out of Internet Services, or closed your browser, at a networked workstation, open the web browser and enter the IP address of the device in the Address or Location field. Press [Enter]. 2. Click the [Properties] tab.
Authentication For the System Administrator Access [Access Group] field, enter the name of a group, defined at the LDAP server, that you want to provide with System Administrator access to the device. • In the Accounting Administrator Access [Access Group] field, enter the name of a group, defined at the LDAP server, that you want to provide with accounting administrator access to the device.
Authentication 11. Select the [Feature Access] tab. a. For the Color Copying [Access Group] field, enter the name of a access group, defined at the LDAP server, that you want to provide with Color Copying access to the device. b. To verify the groups, enter a name of one of the members of the LDAP server group in the Enter User Name field, then click on the [Test] button. Under the Test Results column, it will display Access.
Authentication c. d. In the [User Role] area, select either one of the three radio button. Click on the [Add New User] button to add the user, then press the [Close] button to return to the Authentication Configuration page. Note: You can also Edit user credentials, as well as Delete users, from the User Information Database screen.
Authentication Enable 802.1X At the Device: 1. Press the button to enter the Tools pathway. 2. Enter the Administrator’s User Name [admin], touch [Next], enter Password [1111], touch [Enter]. 3. Press the button, then the [Tools] tab. 4. Touch [Network Settings]. 5. Touch [Advanced Settings]. 6. At the Warning screen, touch [Continue]. 7. Touch [802.1X]. 8. Touch [Enable]. 9.
Authentication Select the required [EAP] type from the [Authentication Method] drop-down menu. Enter the [User Name (Device Name)] and [Password] required by your authentication switch and server. d. Click on the [Apply] button, then click on the [OK] button when you see the message “Properties have been successfully modified”. Select [Logout] in the upper right corner of your screen if you are still logged in as Administrator, and click on the [Logout] button. b. c. 7.
Authentication 7. 8. 9. Select [Setup] in the directory tree. The Authentication Configuration page displays, in the Current Configuration area, click on the [Edit Methods] button for Authentication. a. In the Where is the Information Located? area select [Xerox Secure Access] form the dropdown menu for Device User Interface Authentication. b. Select your required option from the [Web User Interface Authentication] drop-down menu.
Authentication Xerox Secure Access Device Only (e.g., Swipe Cards - if you want to allow the user to swipe their swipe cards at the UI. • Xerox Secure Access Device + alternate on-screen authentication method - if you want users to authenticate using the device’s control panel as well as the XSA feature. When the second option is enabled, a button labelled “Alternate Login” is displayed on the “Instructional Blocking Window” providing users with an alternate method to log in.
Authentication In the Current Configuration area, click on the [Configure] or [Edit] button for Web User Interface Authentication. 10. Follow the instructions to select the required Authentication Type. • See Authentication Configuration for Kerberos (Solaris) on page 123. • See Authentication Configuration for Kerberos (Windows 2000/2003) on page 124. • See Authentication Configuration for NDS (Novell) on page 126.
Authentication 4. 140 When finished using system features, press the button on the device’s keypad to close your account.
8 Security This chapter describes how to configure the following Security features for the device: • User Data Encryption on page 143 • User Information Database on page 143 • IP Filtering on page 147 • Audit Log on page 148 • Machine Digital Certificate Management on page 151 • IP Sec on page 154 • Trusted Certificate Authorities on page 160 • 802.
Security Security @ Xerox For the latest information on securely installing, setting up and operating your device see the Xerox Security Information website located at www.xerox.com/security.
Security User Data Encryption User Data Encryption ensures all data or job-sensitive data on the device’s hard drive is protected. User Data Encryption is automatically enabled on the device and no further configuration is required by the administrator. When enabled, the data on the hard drive will not be meaningful when the hard drive has been separated from the device it was originally installed on.
Security To Add a New User to the Database 1. 2. 3. 4. 5. 6. 7. 8. 9. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. Click on the [Properties] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button. Click on the [Security] link. Click on the [User Information Database] link. Select [Setup] in the directory tree.
Security 9. On the Edit User page: a. In the User Identification area, edit any relevant field. Note: The [User Name] field is not editable. b. In the [User Role] area, select to change the role of the user. 10. Click on the [Edit User] button to save the changes. To Delete a User 1. 2. 3. 4. 5. 6. 7. 8. 9. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. Click on the [Properties] tab.
Security Admin Password There are two options on this page: • New Password - this option allows you to change password. • Reset Policy - this option allows you to either enable or disable Password Reset. New Password This page is part of the Authentication Configuration Wizard. It is also accessible from the Authentication Configuration page. Note: The first time that Authentication Configuration is selected the Device System Administrator Password page appears.
Security 9. Click on the [Apply] button. Note: This policy will be applied if the admin password is forgotten! If enabled, the password can be reset to the Factory Default using directions available from Xerox Support. If disabled, a chargeable service call would be required if the password is forgotten.
Security From the [Move This Rule To] drop-down list, select either End of List or Beginning of List for the location of this rule. The order of the rules should be determined by the expected traffic to the device. Note that rule order is important in IP Filtering because rules can negate each other if placed in an incorrect order. For example, specific rules should be added to the top of the list, whereas blanket policies should be added to the bottom of the list d.
Security Click on the [Apply] button, then click on the [OK] button when you see the message “Properties have been successfully modified”. 9. Click on the [Save] button to save the Audit Log as a text file. 10. In the Audit Log Download Form page: a. Right-click on the [Download Log] link and select [Save Target As] to download file. b. Specify the location for the Audit Log to be saved in. The Audit Log is saved as [Auditfile.txt.gz]. This is a text file compressed as a GZIP file, and click on the [Save].
Security 8 IFAX 19 Delete File/Dir (CPSR) 9 E-mail job 20 USB 10 Audit Log Disabled 21 Scan to Home 11 Audit Log Enabled 23 System Configuration Data Changes Event Description The Audit Log contains a maximum list of the last 15,000 activities on the device. The activities that are displayed include: • System start-up and shutdowns. • On demand image overwrites completed. • Jobs completed. • Embedded Fax jobs. • Store Files jobs. • Accounting information.
Security Machine Digital Certificate Management Machine Digital Certificates provide keys for encryption/decryption of data. It ensures the data is not tampered with and to validate the source of data. A Digital Certificate is like an ‘Electronic Driver’s License’.
Security With SSL enabled (from the Connectivity / Protocols / HTTP selections of the Properties tab of Internet Services), and a digital certificate installed, remote users accessing the system over an HTTP-based interface are assured of having their network communications protected against eavesdropping and tampering, using strong encryption.
Security • Certificate Signing Request - this type of certificate can be processed by a Trusted Certificate Authority. Note: A self-signed certificate is inherently less secure than installing a certificate signed by a trusted, third party Certificate Authority (CA). However, specifying a self-signed certificate is the easiest way to start using SSL.
Security 2. 3. 4. 5. 6. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button. Click on the [Security] link. Select [Machine Digital Certificate Management] in the directory tree. In the Machine Digital Certificate area: a. Click on the [Upload Signed Certificate] button. b.
Security IP Sec security settings are the means by which an administrator can configure multiple groups of hosts and groups of protocols. Also this feature is used to setup IPsec and IKE protocols on the printer. The IP Sec implementation is a ‘full’ implementation that the device can initiate a connection for print, scan and administration, and fully work with other industry IPsec nodes.
Security Saved Policies 13. In the Saved Policies area, there will be a list of all the policies saved. 14. To delete a policy, highlight the policy and click the [Delete] button. 15. Also you can make individual policy to be prioritized by clicking the [Promote] and [Demote] buttons. Disable IP Sec at the device 1. 2. 3. 4. 5. 6. 7. 8. 9. At the device, press the button to access the Tools pathway.
Security For the [IP Address] field, enter the Specific or Subnet address range. For a Subnet range, enter the lowest IP Address in the fields provided, then the final IP lower octet (for IPv4) or range (for IPv6) in the final field. d. Click on the [Add] button, to add the address range to the host group. Click on the [Save] button, then click on the [OK] button when you see the message “Properties have been successfully modified” to save changes and return to the IP Sec page. c. 6.
Security 3. To add or edit an Action in the IP Protocol Group area: a. In the IP Actions area, click either on the [Add New Action] button to add a new Action or highlight an Action and click on the [Edit] button to edit details of an Action. Note: If you change the name of an Action that is being used in Security policy, then the updated action name will also change in the security policy entry. 4. 5. In the IP Action Details area: a. Enter a name for this IP Action in the [Action Name] field. b.
Security IKE Phase 2 negotiates IP Secs System Administrator to set up the IP Sec tunnel. 1. In the IKE Phase 1 area: a. For [Key Lifetime] enter length of time that this key will live, either in seconds, minutes or hours. b. Select required option from the [DH Group] drop-down menu, choose one of following: • DH Group 2 - which provides a 1024 bit Modular Exponential (MODP) keying strength. • DH Group 14, which provides a 2048 bit MODP keying strength.
Security Trusted Certificate Authorities A Trusted Certificate Authority is a Certificate Authority (CA) that is trusted to authenticate digital certificates. This page enables trusted root certificates to be uploaded to a server so that the server will ‘trust’ any certificates that have been signed by that CA. Digital certificates and the enablement of SSL provides encryption for all workflows where the device is used as a HTTPS server.
Security 2. 3. Click on the [Delete] button. Click on the [OK] button when the acknowledgement message appears. To Request a Machine Root Certificate If the device does not have a trusted root certificate, or if it is using a self-signed certificate, users may see an error message related to the certificate when attempting to connect to the device’s Internet Services server. To resolve this, install the generic Xerox Root CA Certificate in user's Web browsers. 1.
Security 802.1X The device supports 802.1X authentication based on the Extensible Application Protocol (EAP). 802.1X Port Based Network Access Control is used to ensure that devices that are connected to the network have the proper authorization. The 802.1X configuration is used to authenticate the device rather than an individual user. After the device has been authenticated, it will be accessible to users on the network. The System Administrator can configure the machine to use one EAP type.
Security 9. Click on the [OK] button when you see the message “Properties have been successfully modified”. At the Device: 1. Press the button to enter the Tools pathway. 2. Enter the Administrator’s User Name [admin], touch [Next], enter Password [1111], touch [Enter]. 3. Press the button, then touch the [Tools] tab. 4. Touch [Network Settings]. 5. Touch [Advanced Settings], touch [Continue]. 6. In the Network Settings screen, touch [802.1X Settings]. 7. In the 802.
Security 3. 4. 5. 6. 7. 8. 9. 164 Press the button, then touch the [Tools] tab. Touch [Network Settings]. Touch [Advanced Settings], touch [Continue]. In the Network Settings screen, touch [802.1X Settings]. In the 802.1X screen: a. Touch [Disable] button. b. Touch [Save]. Touch [Close]. Press the button, then touch [Logout] to exit the Tools pathway.
Security System Timeout This feature resets the system to the default state after a set amount of time elapses without any user interface activity. If users do not interact with Internet Services web pages within the time defined, logged in users will be logged and all unsaved settings will be lost.
Security On Demand Overwrite Overview The On Demand Overwrite feature provides security conscious customers with the ability to delete data from the device's hard disk. The device's hard disk stores data similar to the way a hard drive functions on a personal computer, but with the data encrypted for extra protection.
Security 4. 5. Touch [Configuration Report]. Touch [Print], then touch [Close]. On the Configuration Report, check under the Security heading if On Demand Image Overwrite is an installed option. To Perform an Image Overwrite at the Device This procedure will overwrite the image data from the hard disk. This excludes Embedded Fax data, when this feature is installed on the device.
Security To Perform an On Demand Overwrite over the Network When the device has a network controller and is connected over the network, it is possible to run the Image Overwrite function using a web browser. This is performed using Internet Services. Note: All existing jobs, regardless of their state, will be deleted and all job submission will be prohibited for the duration of the overwrite. Do not switch off the device while image overwrite is in progress.
Security To Schedule On Demand Overwrite A TCP/IP network-connected device can be set to overwrite image data on a daily, weekly, or monthly basis. To schedule a daily overwrite, perform the following steps. 1. At your Workstation, open the web browser and enter the IP address of the device in the Address or Location field. Press [Enter]. 2. Click the [Properties] tab. 3. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. 4. Click on the [Login] button. 5.
Security Immediate Image Overwrite Overview The Immediate Image Overwrite feature provides security conscious customers with the ability to overwrite jobs from the device’s image disk. The device's hard disk stores data similarly to the way a hard drive functions on a personal computer, but with the data encrypted for extra protection.
Security To Disable or Enable Immediate Image Overwrite At the Device 1. Press the button to access the Tools pathway. 2. Enter the Administrator’s User Name [admin], touch [Next], enter Password [1111], touch [Enter]. 3. If necessary, press the button, then touch the [Tools] tab. 4. From Tools, touch [Security Settings]. 5. Touch [Image Overwrite Security], then [Immediate Overwrite]. 6. Touch [Enable] or [Disable], then touch [Save].
Security PostScript (R) Passwords The PostScript language has some powerful utilities that could be used to compromise the security of a system. These utilities can be password protected so as to prevent abuse. This feature is concerned with the ability to set the various passwords. In addition, we have extended the PostScript language with custom operators; the same passwords could be used to secure the custom extensions.
Workflow Scanning 9 Workflow Scanning allows a user to scan an original document, convert it to an electronic file, and distribute and archive that file in a variety of ways. The final destination of the electronic file depends on the template chosen by the user at the device's user interface. Workflow Scanning is an automated work management feature.
Workflow Scanning • • Ensure the device is fully functioning on the network. Ensure that the TCP/IP and HTTP protocols are configured on the device and fully functional. This is required to access Internet Services to configure Workflow Scanning. The Internet Services function is accessed through the embedded HTTP server on the device and allows System Administrators to configure scan settings by using an Internet browser. Configure General Settings 1. 2. 3. 4. 5. 6.
Workflow Scanning 10. In the Job Log area, for Optional Information Check on [Username] and/or [Domain] checkboxes if you want these to appear in the Job Log when users log in to the device when Network Authentication is enabled. 11. Click on the [Apply] button. 12. Click on the [OK] button when you see the message “Properties have been successfully modified”.
Workflow Scanning 2. 3. 4. 5. 6. 7. 8. Click on the [Properties] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button. Click on the [Services] link. Click on the [Workflow Scanning] link. Select [File Repository Setup] in the directory tree. Click on the [Add New] button in the File Repository Setup area, or the [Edit] button (If the default File Repository has been set).
Workflow Scanning 8. 9. 10. 11. 12. 13. Touch [Close]. Touch the [Workflow Scanning] tab. Select the [Default] template and place a document in the document handler. View template details on the monitor. Press the button to scan the document. Check the scan folder on your file server to verify the image was filed. The Next Step is to proceed to the General Settings, see Configure General Settings on page 174.
Workflow Scanning 7. 8. Select [File Repository Setup] in the directory tree. Click on the [Add New] button in the File Repository Setup area, or the [Edit] button (If the default File Repository has been set). Note: During device configuration, SMARTsend (if used) overwrites the Default Repository and Template Pool scan settings.
Workflow Scanning Server Message Block (SMB) Information Checklist Before starting the procedure, please ensure the following items are available or have been performed. • Create a shared folder to be used as a scan filing location (repository) for scanned documents. Note the Share Name of the folder and the Computer Name or Server Name. • Create a user account and password for the device with full access rights to the scan directory. Note the user account and password.
Workflow Scanning System - select this method if the credentials are going to be typed in on this page and stored in the device's memory. Enter a [Login Name] and [Password], if the system will be directly accessing the file server. Check the [Select to Save New Password] checkbox, if you need to change the password for an existing Login Name. Click on the [Save] button to accept the changes. • h. i. j. At the Device: 1. Touch the [Workflow Scanning] button on the touch screen. 2.
Workflow Scanning Select [HTTP] or [HTTPS] from the [Protocol] drop-down menu. Click on the [Get Example Scripts] link under Script Path and Filename: to download an example script in PHP, ASP or Perl language. j. Select an appropriate Script Language file which is supported by your HTTP Scan Repository server. k. Right-click on the required script and select [Save Target As...] to save the file to your HTTP Scan Repository server. l. Save the [.zip] or [.
Workflow Scanning 9. In the Settings area: a. Enter a descriptive name for the file repository in the [Friendly Name] field. b. Select HTTP or HTTPS from the [Protocol] drop-down menu. c. Select either [IPv4 Address], [IPv6 Address] or [Host Name]. d. Enter the [IP Address] and [Port] or [Host Name] and [Port] of the HTTP or HTTPS server for [Alt1 Repository Server]. e.
Workflow Scanning their documents at the device. The administrator creates metadata entries when they configure Document Management Fields within a Workflow Scanning - Default Template. A Validation Server is a service or application that is used to validate the metadata entered by the user when they scan their documents. The Validation Server feature provides a way to reduce inconsistencies or inaccuracies in the data entered by a user.
Workflow Scanning 9. In the Server Information area: a. For Protocol, select from the drop-down menu, the communication protocol for the Validation Server. b. Select the method you want to use to specify the Validation Server, select either [IPv4 Address], [IPv6 Address] or [Host Name]. c. Enter the IP Address or Hostname of the Validation Server and the port number. Note: The default port number is 80 if you select HTTP for Protocol or 443 if you selected HTTPS for Protocol. d.
Workflow Scanning Scan Extension - displays the status of the Scan Extension service (enabled or disabled). Click [Settings] button to enable or disable this HTTP Web Service. For Scan Template Management and Scan Extension click on the [Settings] button to display the HTTP - Web Services page. c. Check the [Enable] checkboxes for the individual services you want and/or uncheck to disable required service. d. Click on the [Save] button to accept the changes and return to the Scanning Web Services page.
Workflow Scanning 2. In the File Destination area: a. From the [Filing Policy] drop-down menu, select one of the following option to set the behavior when a file name conflict exists: • Rename New File - this adds an incrementing numeric value to the file name. • Overwrite Existing File - this deletes the previous file with the new one. • Do Not Save - the new file is not saved. • Add Date to Name - the current date and time are appended to the file name. b.
Workflow Scanning Immediate - this option will start the fax delivery process as soon as it is ready for delivery. Delayed Send - this option will queue the fax delivery at the specified time of day. If you select [Delayed Send], in the [Time] field, enter the specific delayed time to start the fax delivery process. Click on the [Apply] button to return to the Default Template page. • • a. 4. Document Management Fields (Optional) This area enables you to add data fields to the Default Template.
Workflow Scanning Check the [Record User Input to Job Log] checkbox, to record all values entered by the user for this data field. Note: Validate Data Before Scanning options may also be available if there are validation servers configured for this device. 3. Click on the [Apply] button to return to the Default Template page. Workflow Scanning The Workflow Scanning section displays the image type settings.
Workflow Scanning 2. • Photograph • Inkjet Original • Solid Ink Original e. Scan Presets feature provides a convenient way to optimize scan settings to match the intended purpose of the scanned document. Select one of the following options: • For Sharing & Printing - this setting is best for sharing files to be viewed on-screen and for printing most standard business documents. Using this setting will result in small file sizes and normal image quality.
Workflow Scanning For Quality / File Size, use the controls (left and right arrow buttons) to select the level of compression to use for scanned images. When compression is increased, the file size drops, but at the expense of image quality. The middle setting is ideal for most scanning purposes. Click on the [Apply] button to return to the Default Template page. e. 3. Layout Adjustment The Layout Adjustment feature allows the user to select the page layout characteristics of the scanned images. 1.
Workflow Scanning Filing Options The Filing Options area displays the document name and the format type settings. 1. To changes the Filing Options settings, in the Filing Options area, click on the [Edit] button, this will display the Filing Options page. 2. In the Filing Options area: a. For [Document Name], enter name for the document, the default name is “DOC”. b. For File Format, select one of the following document format options: • TIFF (.
Workflow Scanning Report Options The Report Options area displays the reporting options. 1. To change the reporting options setting, in the Report Options area, click on the [Edit] button, this will display the Report Options page. 2. In the Report Options area: a. For Confirmation Sheet, check the [Enabled] checkbox to allow a confirmation sheet to print at the end of each workflow job. The Confirmation Sheet specifies the success or failure of the Workflow Scanning job. b.
Workflow Scanning 2. 3. In the Compression Capability area, check the checkboxes to select the required compression: a. CCITT Group 4 (G4 MMR) - this provides lossless compression, this format is widely supported, but some document types may not compress significantly. Allows for fast scan and viewing performance but creates larger file sizes b. JBIG2 - JBIG2 compression is usually used for text and halftone documents.
Workflow Scanning 4. is the case with text and monochrome images. LZW has long been associated with TIFF and GIF images. This compression algorithm was widely used in Adobe Photoshop, until version 6, and Adobe Acrobat, until version 5. Click on the [Apply] button to accept the changes and return to the Default Template page. Apply Factory Defaults Settings To restore the Default Template to its original settings click on the [Apply Factory Default Settings] button.
Workflow Scanning Update List of Templates This feature allows you to update the list of templates that displays at the device’s screen. This feature can be used when new templates have been created or existing templates have been changed. At the Device: 1. Touch the button. 2. Touch [Workflow Scanning] on the touch screen. 3. Touch the [Advanced Settings] tab. 4. Select [Update Templates] to display the Update Template screen.
Workflow Scanning If Auto is selected: a. In the Name area, enter text that will be prefix of the automatic file name. The device will add numbers to the end of the text you enter to complete the file name. 10. If Custom Naming is selected: a. Check to select Standard display option checkboxes (you can select Date, Time, Job ID and/or User ID). b. You can also add Custom Text, if you select Custom Text and check the checkbox to select the custom text, enter details in the filed.
Workflow Scanning FTP Server 1. 2. 3. 4. 5. 6. From the Template Pool Setup screen, in the Settings area, select [FTP] from the Protocol dropdown menu. Select either the [IPv4 Address], [IPv6 Address] or [Host Name]. Enter the [IP Address] and [Port] or [Host Name] and [Port] of the FTP server in the [Template Pool Server] field. Type in the path to the location of the scan folder in [Document Path].
Workflow Scanning 4. Enter details in the [Login Name], [Password] and [Retype Password] field, if the system will be directly accessing the file server. Note: A Login (account) Name and (server) Password for the system to access the remote server. This is mandatory for use with a SMARTsend server. For information on creating accounts on the SMARTsend server, refer to the FreeFlow SMARTsend Installation and Administration Guide.
Workflow Scanning 3. 4. 5. 6. 7. 8. Enter the [IP Address] and [Port] or [Host Name] and [Port] of the FTP server in the [Template Pool Server] field. In the [Script path and filename (from HTTP root)] field enter the path and file name of the POST handling script or application used for filing. The script enables file transfers with the server. For example: /directory name/folder name). Click on the [Get Example Scripts] link to download a working example scripts.
Workflow Scanning 200 Xerox ColorQube™ 9201/9202/9203 System Administrator Guide
10 Scan to Home Scan to Home lets users scan documents that are saved to a “home directory” on an external server. The home directory is distinct for each logged-in user. This is established either through LDAP or by setting a network path to the external server. The Scan to Home feature is supported through the Workflow Scanning service. Essentially, it is a template file (.xst) stored locally on the device, but in a different directory to the Workflow scanning templates or mailbox folders.
Scan to Home Additional Requirements for Scan to Home with no LDAP Query • Create a folder on your network where scans are to be filed. Share the folder and ensure users have Read and Write access privileges. Enable and Configure Scan to Home 1. 2. 3. 4. 5. 6. 7. 8. At your workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. Click the [Properties] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111].
Scan to Home 12. Check the [Automatically Create Subdirectory] checkbox to have the output of scan jobs placed in separate subdirectories in the Network Home Path. a. In the [Subdirectory] field, enter the name of a subdirectory that will be automatically created on the external server when the Scan to Home feature is used. This allows all scanned pages to be stored in this specified directory, making it easier for users to locate them. 13.
Scan to Home 204 Xerox ColorQube™ 9201/9202/9203 System Administrator Guide
Scan to Mailbox 11 The Scan to Mailbox feature is supported through the Workflow Scanning option. This feature provides the ability to scan to mailboxes in the device and then retrieve documents from the device using a web browser. This provides a convenient Workflow scanning feature for customers who do not wish to purchase and configure a separate networked server. You can save the scanned documents either to the default folder, other public folders or to a private mailbox folder.
Scan to Mailbox Enable Scan to Mailbox - to activate this feature on the device. Once you enable Scan to Mailbox, the created mailboxes will appear in the Workflow Scanning. • On Scan tab, view Mailboxes by default - to view mailboxes as the default when entering the Scan tab. Click on the [Apply] button. Click on the [OK] button when you see the message “Properties have been successfully modified”. • 8. 9. Note: All Saved Jobs are stored as encrypted files if encryption of user data is enabled.
Scan to Mailbox Personalize Settings or Modify Settings This option allows you to change the attributes settings for your folder. 1. Click the [Scan] tab. 2. In the Scan to Mailbox area, select either the [Default Public Folder] or your personal folder. i. Enter the password for the folder in the [Folder Password] field. j. Click on the [OK] button. k. Click on the [Personalize Settings] button. If you select the Default Public Folder, click on the [Modify Settings] button.
Scan to Mailbox 2. • Printed Original • Photocopied Original • Photograph • Inkjet Original • Solid Ink Original e. Scan Presets feature provides a convenient way to optimize scan settings to match the intended purpose of the scanned document. Select one of the following options: • For Sharing & Printing - this setting is best for sharing files to be viewed on-screen and for printing most standard business documents. Using this setting will result in small file sizes and normal image quality.
Scan to Mailbox For Resolution, select from the [Resolution] drop-down menu the settings from which the scan service shall output the scanned input image. Changing the resolution affects the amount of detailed reproduced on graphic images. The range is from 72 DPI to 600 DPI. d. For Build Job, check the [Enabled] checkbox to enable Build Job. e. For Quality / File Size, use the controls (left and right arrow buttons) to select the level of compression to use for scanned images.
Scan to Mailbox Filing Options The Filing Options area displays the document name and the format type settings. 1. In the Filing Options area, click on the [Edit] button, this will display the Filing Options page. 2. In the Filing Options area: a. For [Document Name], enter name for the document, the default name is “DOC”. b. For File Format, select one of the following document format options: • TIFF (.TIF) - select this for Full Color, Grayscale or Black/White documents.
Scan to Mailbox 3. Click on the [Apply] button to accept the changes, and return to the Personalized Settings screen. Workflow Scanning Image Settings The Workflow Scanning Image Settings page allows you to create compressed image files for faster web viewing, and also to select Searchable options. Note: Searchable options are only available when the Searchable File Formats service is enabled. 1. 2. 3. 4.
Scan to Mailbox MRC Compression - Mixed Raster Content (MRC) encoding extracts image components into layers and compresses each layer according to its content characteristics. MRC encoding can modify images causing image quality artifacts by the extraction and compression process. 3Layer Compression is a less aggressive format. For that reason, 3-Layer Compression does not provide as much image enhancement and file size reduction as the Multi-Mask Compression format.
Scan to Mailbox 2. 3. 4. 5. 6. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111], and click on the [Login] button. Click on the [Services] link. Click on the [Scan to Mailbox] link. Click on [Capacity] in the directory tree to display the Capacity page. In the Capacity area, the following information are displayed: • Capacity: The total amount of space available on the device for document storage. • Used: The amount of storage capacity currently used.
Scan to Mailbox Hourly (top of hour) - select this option to trigger scheduled hourly maintenance. Note that this cleanup will occur every hour at the top of the hour. Click on the [Apply] button. Click on the [OK] button when you see the message “Properties have been successfully modified”. • d. e. Folders This feature allows the System Administrator to perform maintenance on the created Scan to Mailbox folders that resides in the device.
Scan to Mailbox Prompt for password when scanning to private folder - ensure users must enter a password at the device each time they scan to a Private Folder. This is useful if you wish to create a private folder where users can save scans to a folder but you do not want them to see any files that have been saved there. • Allow access to job log data file - to be able to print the job log for specific scanned documents. The job log contains information about the scanned document.
Scan to Mailbox 7. 8. 9. 216 If you selected to create a PDF or Multi-Page TIFF image, select the required option from the [Action] drop-down menu: a. To save a copy of the image to your workstation, select [Download] and click on the [Go] button. • To view the file, click on the [Open] button. • To save the file, click on the [Save] button, select a location on your workstation and click on the [Save] button. b. To print the image at the device, select [Reprint] from the drop-down menu and click [Go].
E-mail 12 The E-mail feature enables a user to scan paper documents into an electronic format and have those documents delivered to a set of e-mail recipients. E-mail Addressing Recipient addresses can be added by entering the SMTP (Simple Mail Transport Protocol) address, for example name@company.com, at the E-mail screen. In addition, both an internal and a public address book can be configured for the device and accessed from the E-mail screen.
E-mail • Test the e-mail account by sending an e-mail from an SMTP mail client on a networked workstation. Use the new account name and password, if any to access the account and verify that e-mail was received. To Enable E-mail Print a Configuration Report: 1. Press the button. 2. Touch the [Machine Information] tab. 3. Touch [Information Pages]. 4. Touch [Configuration Report]. 5.
E-mail 7. 8. 9. Select [SMTP E-mail] in the directory tree. a. In the Required Information area, select one of the following: • Use DNS (to identify SMTP Server) - Use this to allow the DNS to look up the IP address of the mail server. • Specify SMTP Server Manually a. If you select Specify SMTP Server Manually, select either [IPv4 Address], [IPv6 Address] or [Host Name]. Enter the [IP Address]and [Port], or the [Host Name] and [Port]of the SMTP Server. b.
E-mail 2. 3. 4. 5. 6. 7. Click on the [Properties] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button. Click on the [Services] link. Click on the [E-mail] link, select [Defaults] in the directory tree. In the General area, click on the [Edit] button. a. To change the e-mail [From Address], enter a valid e-mail address. b. Optional Step: Enter a [From Name]. c.
E-mail j. Click on the [Save] button to implement changes and return to the Default page. Security Security settings allows you to set the Domain Filter Settings and the Only Send to Self features. 1. From the E-mail > Default screen, in the Security area, click on the [Edit] button for Restrict Email Transmission Based on Domain. 2. In the Domain Filter Settings area: a.
E-mail Available when [Off] is selected for Only Send to Self. For Clear “To:”, “Cc:”, and “Bcc:” fields after selecting the Start button, select either [Off] to maintain the information in the Recipient List, or select [On] to clear the information in the Recipient List. Click on the [Save] button to implement changes and return to the Default page. b. 7. Scan to E-mail Scan to E-Mail settings will set the defaults for the following: E-mail Subject, Output Color, 2-Sided Scanning and Original type. 1.
E-mail • • • 1. 2. 3. Original Orientation - allows you to choose the format and direction your images are loaded in the Document feeder or on the Document glass. Original Size - allows you to choose either [Auto Detect] which allows the device to automatically detect the original size of the document, or [Manual Size Input] which requires user to select the size of the document, or [Mixed Size Originals] if the original documents are of mixed sizes.
E-mail The majority of word processing or spreadsheet packages will allow you to create a CSV file. A selection of email applications will also allow you to export a list of users in the CSV file format. There are also several conversion packages available on the web. The device supports two types of address book: • Internal - a global address book provided by LDAP (Lightweight Directory Access Protocol) services.
E-mail To Configure LDAP Server At your Workstation: 1. Open your web browser and enter the IP address or Host Name of the device in the Address bar, and press [Enter]. 2. Click on the [Properties] tab. 3. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. 4. Click on the [Login] button. 5. Click on the [Connectivity] link. 6. Click on the [Protocols] link. 7. Select [LDAP] in the directory tree. 8. In Server Information area: a.
E-mail [LDAP Referrals]: if the primary LDAP server is connected to additional servers, the search will continue on those servers as well. • The Perform Query on option will help control the returns by allowing the LDAP query to be on [Mapped Name Field] or [Surname and Given Name Fields]. Netscape and Lotus Domino will typically require a setting of Surname to allow returns of “lastname, firstname”. Click on the [Apply] button to implement the changes. • 9. To Figure Contexts for LDAP 1. 2. 3.
E-mail 6. 7. 8. 9. Touch the [To]: button to select the name as a recipient for your e-mail. Touch [Close]. The e-mail address will appear in the Address List. Place a document to e-mail in the document handler and press the green start button. Verify that the recipient received the scanned document in his/her e-mail inbox. Configuring the 'From' Address For 'From' address configuration refer to the E-mail Settings screen within Internet Services.
E-mail • Save & Close button to save the details and return to the public address book list screen. To Edit a Name 1. 2. 3. 4. 5. 6. 7. At your Workstation, open the web browser, enter the IP address or Host Name of the device in the Address bar, and press [Enter]. Click on the [Address Book] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button. In the Public Address Book area, ensure [View All Names] link is highlighted.
E-mail For example: 3. Friendly Name E-Mail Address Internet Fax Address lastName, firstName firstName.lastName@company.com machine@company.com lastName, firstName firstName.lastName@company.com machine@company.com lastName, firstName firstName.lastName@company.com machine@company.com The order in which entries are displayed in the Public Address Book at the device will depend on how the entries are sorted in the CSV file.
E-mail 11. Click on the [Import] button to import the CSV file. 12. When the confirmation screen is displayed, click on the [Close] button. The Public Address Book will display the list of addresses. To Export the Public Address Book 1. 2. 3. 4. 5. 6. 7. At your Workstation, open the web browser, enter the IP address or Host Name of the device in the Address bar, and press [Enter]. Click on the [Address Book] tab. If prompted, enter the Administrator User ID and Password.
E-mail 7. Click on the [Save] button. To Send a E-mail Using the Address Book 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. At the Device, select the [E-mail] icon, then touch [OK]. Touch [Address Book]. Touch [Public] in the Address Books drop-down list. Enter the name of the recipient of your e-mail. Touch [Search]. The public address book appears. Select the required name from the list. Touch the [To]: button. Touch [Close]. Place a document to e-mail in the document handler and press the green start button.
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13 Internet Fax Internet Fax allows you to send documents to one or more Internet Fax destinations, and receive an Internet Fax at the device without requiring a telephone connection. The Internet Fax service provides confirmation of delivery in much the same way as for the standard Fax service, by returning the Delivery Status Notifications (DSN's) and Message Disposition Notifications (MDN's) for the job via the Internet.
Internet Fax • • • • • • • Ensure the device is fully functioning on the network prior to enabling Internet Fax. Ensure TCP/IP and HTTP are configured on the device as per Enable TCP/IP and HTTP at the Device on page 11. This is required to access the device's Internet Services web pages, which can be used to configure Internet Fax settings from a network connected workstation's web browser.
Internet Fax 9. Click on the [Apply] button to implement any changes. Note: It is only necessary to configure the DNS settings if Host Names are to be used. Configure an SMTP Address 1. 2. 3. 4. 5. 6. 7. 8. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. Click on the [Properties] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button.
Internet Fax For Login Credentials for the Walkup User to send Scanned E-mails, select how walkup users can be authenticated by the SMTP server. Users can be prompted to log in or users can be authenticated using the system credential specified on the SMTP Server configuration screen, select one of the following: • Authenticated User - when selected the device will prompt to log in using their own network credentials.
Internet Fax General 1. From the Internet Fax > Defaults screen, click on the [Edit] button in the General area. a. In the Activity Report section, check the [Enable] checkbox to automatically print an Internet Fax activity report after every 50 completed jobs. You can also print an Internet Fax activity report manually at any time by clicking the [Print Activity Report] button. b.
Internet Fax Block Domains - this setting will cause the device to check the domain of a destination e-mail address against the domain list and only block the destinations when there is an exact match to a specified domain in the list of domains. If select either Allow Domains or Block Domains, enter the domain details in the New Domain field. • b. Note: The Allow Domains setting is preferred for the highest security.
Internet Fax • Quality/File Size - allows you to select the level of compression to use for scanned images or document. Note: By increasing the compression, the files size will decrease depending on the image quality being scanned and mailed. 1. 2. 3. From the Internet Fax > Default screen, click on the [Edit] button in the Advanced Settings area. Select the required options in the [Advanced Settings] area. Click on the [Apply] button to implement changes and return to the Internet Fax > Default screen.
Internet Fax Internet Fax Image Settings Image Settings allow you to select linearized PDF and PDF/A files for faster web viewing. Note: Searchable options are only available when the Searchable File Formats service is enabled. Internet Fax Image Settings allow you to specify the Internet Fax Image Settings. There are two options: • PDF & PDF/A Settings - allows you to select Optimized for Fast Web Viewing.
Internet Fax 3. 4. 5. 6. Enter an internet fax recipient address. Touch the [Add] button, then touch [Close]. The e-mail address will appear in the Address List. Place a document to fax in the document handler and press the button. Verify the recipient receives the document at the internet fax address. The 'From' Address The Internet Fax 'From' address is the e-mail Address entered for the device when the POP3 address details were configured and is not an editable field.
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Embedded Fax 14 Embedded Fax enables users to send hard copy documents to another fax device (or multiple fax devices) via a telephone connection. The Embedded Fax option requires a fax card to be fitted to the device and connected to a telephone line. When you install the fax card and power on the device, the Fax Setup window appears on the screen with step-by-step instructions to lead you through the configuration.
Embedded Fax Complete the Fax Setup Screens 1. The Fax Setup (or Install) screen should appear. If it does, touch [Set up Now] if it does not, see Deferred Fax Setup on page 245. Note: If you do not wish to run through the fax configuration, touch the [Set up Later] button. Embedded Fax will be unavailable until the fax configuration screens are completed from within the administrator tools screens. See Deferred Fax Setup on page 245, for instructions. 2. 3. 4. 5.
Embedded Fax 2. 3. 4. 5. 6. 7. 8. Enter the Administrator’s User Name [admin], touch [Next], enter Password [1111], touch [Enter]. Press the button, then touch the [Tools] tab. Touch [Service Settings]. Touch the [Embedded Fax Settings]. Touch [Line 1 Setup] or [Line 2 Setup]. The Line 1 (or 2) Setup screen appears. Select the required [Dial Type]. For a tone line select [Tone]. For a 10 pulse per second line select [Pulse]. If in doubt, touch [Tone].
Embedded Fax 11. Select the required Dial Type. For a tone line select [Tone]. For a 10 pulse per second line select [Pulse]. If in doubt, touch [Tone]. Note: The Pulse/Tone feature is not available in some countries. 12. Enter the fax telephone number for the device by touching the [Fax Number] button and pressing the buttons on the keypad. At least two digits must be entered here. Note: Customers in the Czech Republic are advised to contact their Xerox Service Representative to perform this task. 13.
Embedded Fax 3. To assign a cover Sheet to the fax job, touch [On]. Note: To use the Cover Sheet assigned to the recipients selected from the Address Book, touch [Off]. Touch the [To...] field, enter description for the “To Field” using the on-screen keyboard and touch [Save]. 5. Repeat for the [From...] field. 6. For Comment..., upto six different comments can be added, select a comment field and touch [Edit]. 7. Enter comment using the on-screen keyboard, and touch [Save]. 8.
Embedded Fax 2. 3. Touch the [Original Size] icon. a. Select one of the following method for the device to determine the size of the original fax documents: • Auto Detect - this method enables the device to identify the size of the original automatically. • Preset Scan Areas - this method allows you to quickly define the scan area using the standard paper size dimensions. If selected, from the Scan Area Presets list touch to select the required dimension.
Embedded Fax 7. 8. Select the relevant country from the list. Touch [Save] to return to the Embedded Fax Settings screen. Configuring Embedded Fax Settings At the Device: 1. Press the button to enter the Tools pathway. 2. Enter the Administrator’s User Name [admin], touch [Next], enter Password [1111], touch [Enter]. 3. Press the button, then touch the [Tools] tab. 4. Touch [Service Settings]. 5.
Embedded Fax 3. Touch [Save], to return to the Incoming Default Settings screen. Junk Fax Prevention This feature prevent the receipt of unwanted ‘junk’ fax documents. When enabled, the device allow the receipt of faxes from numbers held in the Dial Directory. 1. From the Incoming Default Settings screen, touch [Junk Fax Prevention]. 2. Select [Enabled]. 3. Touch [Save], to return to the Incoming Default Settings screen.
Embedded Fax 3. • Staple - this option if the device has a finisher, and you want documents stapled. • 2-Sided - this option allows the faxes to be printed on both sides of the pages. Touch [Save], to return to the Incoming Default Settings screen. Transmission Defaults This feature allows you to set the outgoing fax settings. At the Device: 1. Press the button to enter the Tools pathway. 2. Enter the Administrator’s User Name [admin], touch [Next], enter Password [1111], touch [Enter]. 3.
Embedded Fax Audio Line Monitor Audio Line Monitor allows you to hear the Fax transmission taking place across the telephone line. 1. From the Transmission Defaults screen, touch [Audio Line Manager]. 2. Select [Enable]. 3. For Select Line Monitor Volume, select one of the following: • High • Medium • Low 4. For Select Line Monitor Duration, use the up and down arrow to select the required amount, the range is from 1 to 25. 5. Touch [Save] to return to the Transmission Defaults screen.
Embedded Fax 6. From the Embedded Fax Settings screen, use the up and down buttons and select [Mailbox & Polling Policies] to display the Mailbox & Polling Policies screen. h. To set option for Received Documents, select [Received Document] and select one of the following: • Delete On Print - select this option to delete received document as soon as it prints.
Embedded Fax 4. 5. c. Touch [Save]. To receive fax notification, ensure the Mailbox Notification option is set to [Enable]. Touch [Save] to return to the Mailbox Setup screen. To Delete a Mailbox 1. From the Mailbox Setup screen, touch a assigned mailbox from the Mailbox List. 2. Touch [Delete Mailbox]. Note: Deleting a mailbox deletes the mailbox and all documents it contains. 3.
Embedded Fax Confirmation Report Allows you to choose whether or not a confirmation report is printed following a fax transmission. 1. From the Setup Fax Reports screen, touch [Confirmation Report]. 2. For Report Option, touch one of the following options: • Always Print - to automatically print a confirmation report informing you whether the fax transmission was transmitted successfully or not. • Off - to disable the option. • Print On Error - to print a report if the fax transmission failed. 3.
Embedded Fax 5. 6. 7. 8. Touch the [Embedded Fax Settings] to display the Embedded Fax Settings screen. From the Embedded Fax Settings screen, use the up and down buttons and select [Print Fax Reports] to display the Print Fax Reports screen. Touch the required report from the list, and touch [Print Now]. Touch [Close] to return to the Embedded Fax Settings screen.
Embedded Fax PDF - Image Only - this is the default setting, select this for Full Color, Grayscale or Black/White documents. • PDF - Searchable - select this for Full Color, Grayscale or Black/White documents and with searchable text. • XPS - Image Only - select this for Full Color, Grayscale or Black/White documents. • XPS - Searchable - select this for Full Color, Grayscale or Black/White documents and with searchable text.
Embedded Fax The [File Name] field will display the filename that will be applied to the forwarded fax document. Click on the [Customize] button to define how the File Name is generated. For further information, refer to Custom Attachment Name on page 258. i. Check the [Email Notification (without Attachment)] checkbox to enable for a notification e-mail to be sent to the specified address when a fax is received and forwarded. j. Enter a e-mail address in the [Notification Address] field. 13.
Server Fax 15 Server Fax is a standard feature that can be enabled on your device. If enabled, it can be accessed by selecting the Services Home button then the Server Fax option. Server Fax scans your documents and sends them to any type of fax machine that is connected to a telephone network. Your images are sent from your device to a Third Party fax server, which relays them over the telephone network to the fax number of your choice.
Server Fax time so that the normal maintenance and service down times of the fax server does not result in a change in IP address. Print a Configuration Report to verify that Server Fax is an Installed Option: 1. Press the button. 2. Touch the [Machine Information] tab. 3. Touch [Information Pages]. 4. Touch [Configuration Report]. 5. Touch [Print], then touch [Close]. Check under Services on the Configuration Report to verify if Server Fax is enabled.
Server Fax Click on the [Login] button. Click on the [Services] link. Click on the [Server Fax] link. Select [Fax Repository Setup] in the directory tree. In the Settings area: a. Select FTP from the [Protocol] drop-down menu. b. Select either [IPv4 Address], [IPv6 Address] or [Host Name]. c. Enter the IP Address and Port or Host Name and Port of the Repository Server. d. Type in the path to the location of the repository server in [Document Path]. For example: /(directory name)/(directory name). e.
Server Fax Enter the Fax Repository Details via Internet Services 1. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. 2. Click on the [Properties] tab. 3. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. 4. Click on the [Login] button. 5. Click on the [Services] link. 6. Click on the [Server Fax] link. 7. Select [Fax Repository Setup] in the directory tree. 8. In the Settings area: a.
Server Fax • • Create a user account and password for the device with full access rights to the fax repository. Note the user account and password. Test the settings by attempting to connect to the shared folder from another PC by logging in with the user account and password. Create a new folder within the directory and then delete the folder. If you cannot perform this function check the user account access rights. Enter the Fax Repository Details Using Internet Services 1.
Server Fax • • • • For HTTPS, ensure that your web server is installed with a secure certificate. Create a user account and password for the device. When a document is scanned, the device logs in using the account, transfers the file to the server or workstation and logs out. Note the user account and password details. Create a directory on the HTTP/HTTPS server to be used as a scan filing location (repository). Note the directory path. Note any script that is required to be run.
Server Fax Right click on the required Script Language file [.zip] or [.gz], which is supported by your HTTP Scan Repository server, select [Save Target As...] to save the file to a location on the desktop. • Write down the path and filename to enter in the [Script path and filename (from HTTP root] field. g. Type in the path to the location of the repository server in [Document Path]. For example: /(directory name)/(directory name). h.
Server Fax 2. 3. 4. 5. 6. Click on the [Properties] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button. Click on the [Services] link. Click on the [Server Fax] link, select [Defaults] in the directory tree. General 1. In the General area, click on the [Edit] button: a.
Server Fax • 1. 2. 3. Original Size - allows you to choose either [Auto Detect] which allows the device to automatically detect the original size of the document, or [Manual Size Input] which requires user to select the size of the document, or [Mixed Size Originals] if the original documents are of mixed sizes. From the Internet Fax > Default screen, click on the [Edit] button in the Layout Adjustment area. Select the required options.
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LAN Fax 16 LAN (Local Area Network) Fax enables users to send documents to fax devices directly from their computers. Once enabled, users select the Fax option from their print driver. The LAN fax option requires the Embedded Fax Kit to be fitted to the device. Information Checklist Make sure that you have configured the Embedded Fax. For further information, refer to the Embedded Fax on page 243 before continuing with this procedure.
LAN Fax 9. Click on [OK]. Configure the Print Driver - Manually To configure the print driver without using bi-directional communication return to the Configuration tab within the Properties of the print driver. 1. Click on [Installable Options]. 2. Click on the [LAN Fax] menu. 3. Click on [Installed]. 4. Click on [OK]. 5. Click on [OK] to close the print driver Properties. Using LAN Fax Windows: At your Workstation 1. 2. 3. 4. Open a document that you want to fax. Click on [File] then [Print].
LAN Fax 3. 4. 5. 6. 7. The recipient will show in the [Recipients] list. If you have a Personal Phonebook created you can add a recipient name from it. On the Fax screen, click on the [Add from Phonebook] icon. In the [Add from Phonebook] area: a. If you have more than one phonebook available, select the required phonebook from the [Phone book] drop-down menu. b. Click on the recipient that you want to fax to and click on the add (green arrow) button.
LAN Fax 6. 7. f. Click on the [OK] button to return to the Cover Sheet screen. Select [Options] from the Cover Sheet Image drop-down menu. g. Select one of the following option: • Print in Background - to print the graphic behind any text on the cover sheet. • Print in Foreground - to print the graphic at the front of your cover sheet. • Blend - to print a faint image of the graphic. Click on the [OK] button to return to the Fax screen. Additional Fax Options 1. 2. 3. 4. 5. 6.
LAN Fax 3. 4. 5. 6. 7. 8. The Shared Phonebook is a list of fax numbers and recipient details that has been saved to a network drive for more than one person to use. To access a shared phonebook: a. Click on the [Select File...] icon for Shared Phonebook and locate the [default.pb] shared phonebook file on your network. b. Click on the [Open] button. c. Click on the [Open] icon for Shared Phonebook to view the phonebook.
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Reprint Saved Jobs 17 Reprint Saved Job is a feature that allows users to store documents into folders located on the device. Using the Print Driver settings or the Internet Services, the job type can be set to Save Job For Reprint. When this job type is selected, an option is provided to Save Only or Save and Print. Some of the job settings are stored with the job and they can be modified at the time of printing.
Reprint Saved Jobs 9. • Retain All Jobs - all saved jobs currently on the system will be retained. • Delete All Jobs - all saved jobs currently on the system are deleted. Click on the [Apply] button. Note: All Saved Jobs are stored as encrypted files if encryption of user data is enabled. Encryption ensures that third parties cannot read, print, scan and e-mail these files. You can enable / disable encryption of user data on the User Data Encryption page, refer to User Data Encryption on page 143.
Reprint Saved Jobs 6. 7. 8. Click on the [Reprint Saved Jobs] link. Select [Backup Jobs] in the directory tree. In the Settings area: a. Select FTP from the [Protocol] drop-down menu. Note: Only FTP is available for the Protocol. Select either [IPv4 Address], [IPv6 Address] or [Host Name]. Enter the IP Address and Port or Host Name and Port of the Repository Server. Type in the path to the location of the repository server in the [Document Path] field. For example: /(directory name)/(directory name). e.
Reprint Saved Jobs Enter the file name for the backup to restore in the [File Name] field. This name will be appended onto the end of the document path. f. Enter the system login name in the [Login Name] and the password in the [Password] field. g. Re-enter the password in the [Retype Password] field. h. Check the [Select to save new password] checkbox, if you want to change the password for an existing Login Name. Click on the [Start] button to begin the restore process. e. 9.
Reprint Saved Jobs 2. The Internet Services options for your device are displayed. Note: To find out the IP address of your device, print a Configuration Report. Refer to Configuration Page on page 20. 3. 4. 5. 6. 7. Select the [Jobs] option. Select [Saved Jobs] tab to access the folder options. Select [Manage Folders]. The window displays all the Public folders and any Private folders belonging to you. Check the checkbox next to the folder you want to modify. Select options required for the folder.
Reprint Saved Jobs 7. 8. Select [OK] to save the print settings. Select [OK] on the Print dialogue window to send the job. The job is processed and sent to the device for saving or saving and printing, depending on the selection. Using Internet Services The Print option within Internet Services can also be used to create a Saved Job. The job file submitted must be a print ready file, such as a PDF or PostScript file. 1.
Custom Services 18 Validation Options The Validation Options feature is used with the Workflow Scanning Validation Server and the Network Authentication features. When a user enters their metadata information at the user interface, the metadata is passed to the validation server to be verified. When Validation Options is enabled, the user’s ID is also passed with the validation request to the Validation Server.
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Extensible Services Setup 19 Xerox Extensible Interface Platform (EIP) is a software platform inside many Xerox MFPs that allows independent software vendors and developers to create personalized and customized document management solutions that you can access directly from the MFP touch screen. For example, an organization could customize the device to help manage client forms.
Extensible Services Setup Click on [General Setup]. Click on [Extensible Service Setup] in the directory tree. In the Setup (Required) area, for Extensible Service Registration, click on the [Configure] button to display the HTTP: Web Services screen. a. In the Remote System Management area, check the following checkboxes to enable EIP: • Extensible Service Registration - this feature enables the Xerox EIP.
Extensible Services Setup At the Device: 1. Press the button. 2. Touch the EIP Application icon that you registered. Your XEIP workflow is accessible from the new icon.
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20 WSD (Web Services for Devices) WSD (Web Services for Devices) provides a way for clients to discover the device and the services the device offers. It is based on Devices Profile for Web Services (DPWS). Once a device is discovered, a client can retrieve a description of services hosted on that device and use those services. WSD allows a client to: • Send messages to and from a web service. • Dynamically discover a web service. • Obtain a description of a web service.
WSD (Web Services for Devices) At your workstation: 1. Open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. 2. Click the [Properties] tab. 3. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. 4. Click on the [Login] button. 5. Click on the [Connectivity] link. 6. Click on the [Protocol]. 7. Click on the [HTTP] in the directory tree. 8. The HTTP screen displays, select the [Web Services] tab under the heading. a.
21 Xerox Standard Accounting When enabled, XSA tracks the numbers of Copy, Print, Workflow Scanning, E-mail, Server Fax, Internet Fax and Embedded Fax jobs (when these features are enabled on the device), for each user. Usage limits can also be applied to users to restrict the total numbers of copy, print, fax and scan jobs that a user can perform. Administrators can print a report which contains all XSA data. XSA is set up through Internet Services, the device's HTTP pages displayed on your web browser.
Xerox Standard Accounting 2. 3. 4. 5. 6. 7. Click on the [Properties] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111], and click on the [Login] button. Click on the [Accounting] link. Click on the [Xerox Standard Accounting] link. Select [Manage Accounting] in the directory tree. In the Enablement area, click on the [Enable Accounting] button, click on the [OK] button when you see the message “Properties have been successfully modified”.
Xerox Standard Accounting d. In the Usage Limits area, specify the usage limits for this account in the [User Limits] fields. The maximum value for each limit is 16,000,000. Usage limits can be specified for: • Black or Color Printed Impressions - the maximum number of documents that can be printed by a user, from their workstation via the print driver. • Black or Color Copied Impressions - the maximum number of copies that can be produced by a user via the Copy feature on the device.
Xerox Standard Accounting 7. b. Select [Default] to allow the Group Account to be a default user. c. Click on the [Save Changes] button to return to the Limits & Access page. Click on the [Edit] button for General Account Access. a. In the General Accounts area, lists the group accounts assigned to this user, and which one is assigned as the default for this user. b. To grant the user access to a group account, check the corresponding checkbox. Click [Select All] to grant access to all accounts.
Xerox Standard Accounting Accounts can be created to identify a subset of a group or project that a user is involved in. The XSA Report specifies the numbers of documents produced per group. Account example In the example below, the administrator creates a Group Account called Finance Department and two General Accounts called Company A Project and Company B Project. The administrator adds the user Jane Smith to each account.
Xerox Standard Accounting If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button. Click on the [Accounting] link. Click on the [Xerox Standard Accounting] link. Select [Report and Reset] in the directory tree. To generate a Report: h. In the Generate Report area, click on the [Generate Report] button. This will generate a report in .CSV format. i.
Xerox Standard Accounting When you use the print driver to print a document you will be asked to enter your user ID. Enable XSA in Apple Macintosh Print Driver Mac OS X 1. Open a document to print and select [File] and then [Print]. 2. From the Print Options Menu select [Printer Features]. 3. Select the [Feature Sets] menu. 4. Select [JCL]. 5. Select [Accounting] to enable it. 6. Print the document.
Xerox Standard Accounting 9. A dialog box will prompt you to specify and name and location for the cloned file. Ensure the extension reads .dlm. 10. Click on the [Save] button. The.dlm file can now be used to restore the information to the same device or to clone other devices. To Restore Settings or Clone Settings to Another Device Note: This procedure will cause the device to reboot and will be unavailable over the network for several minutes. 1.
Network Accounting 22 Network Accounting provides the ability to manage usage of the device with detailed cost analysis capabilities. Print, Scan, Fax, and Copy jobs are tracked at the device and stored in a job log. Jobs require an authentication of User ID and Account ID and this information is logged with the job details in the job log. The device requires the Network Accounting Solution package to be installed and network access to a Xerox certified Network Accounting third party software solution.
Network Accounting To Enable the Network Accounting Feature at the Device 1. 2. 3. 4. 5. 6. Press the button to enter the Tools pathway. Enter the Administrator’s User Name [admin], touch [Next], enter Password [1111], touch [Enter]. Press the button, then the [Tools] tab. Touch [Accounting Settings]. Touch [Accounting Mode]. Touch [Network Accounting] and touch [Save]. To Configure Network Accounting 1. 2. 3. 4. 5. 6. 7. 8. 9.
Network Accounting 10. The Touch Panel should display a screen with two buttons. One is the [User ID] button and the other is the [Account ID] button. This indicates the system has enabled accounting successfully. 11. Go to the Network Accounting Server to Activate the Device Open the Network Accounting application and configure it so that the IP Address (or fully qualified domain name) of device is entered as the destination for retrieval of data.
Network Accounting c. d. • Default Account ID Click [OK]. Click [OK] to exit. Enable Network Accounting in Mac Print Driver Mac OS X 1. Open a document to print and select [File] and then [Print]. 2. Select the Xerox printer. 3. From the Copies and Pages menu select [Accounting]. 4. Select [Xerox Network Accounting] from the Accounting System menu. a.
Xerox Secure Access 23 Administrators can configure the device so that users must be authenticated and authorized before they can access specific services or areas. Xerox Secure Access provides a means of authenticating users via an authentication server and optional card reader. This convenient security solution allows people to simply swipe the ID card at the device to unlock access to features that can be tracked for accounting and regulatory requirements.
Xerox Secure Access LDAP server (the user names must match so that the device can cross reference each user as they log in at the device). Access Authentication Configuration 1. 2. 3. 4. 5. 6. 7. 8. 9. 302 At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. Click on the [Properties] tab. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. Click on the [Login] button.
Xerox Secure Access To Configure Xerox Secure Access on the Device Note: Before you complete these steps ensure that the Xerox Secure Access authentication server has been configured to point to the device. 1. From the Authentication Configuration screen, in the Current Configuration area: a. Click on the [Configure]/ [Edit] button for Device User Interface Authentication Xerox Secure Access. b. The device will automatically configure itself to work with the XSA remote server.
Xerox Secure Access h. Enter text in the [Instructional Text (reference2)] field to define a prompt that will show on the Xerox device screen to tell the user what they need to do to be authenticated at the device. Note: If the Title and Prompt have been configured on the Xerox Partner authentication server, then this information will override the Default Title and Prompt text entered within Internet Services.
Xerox Secure Access 5. If you selected Locally on the Device for the Authorization, click [View] next to Local User Information Database, to display the Local User Information Database screen. a. Click on the [Add New User] button, in the User Identification area, enter details of the new user in the following fields: • User Name • Friendly Name • Password • Retype Password b.
Xerox Secure Access • Standard Access - Only Lock Tools • Open Access - Unlock All Tools and Features • Custom Access c. If you select [Custom Access], for each Pathways and services within the pathway you can select either [Unlocked] or [Locked] from the drop-down menu. For certain Services within the Service Pathway you can also select [Hidden]. d. Click on the [Apply] button. e. Click on the [OK] button when you see the message “Properties have been successfully modified”. 11.
24 Software Upgrade The Software Upgrade feature allows the customer to upgrade the device software as requested by a Xerox Customer Support Center Representative, without needing a Customer Service Representative to be present. When Should I Upgrade the Software? Xerox is continually seeking to improve its products and a software revision may become available to improve functionality on the device. Your Customer Support Center Representative will instruct you to upgrade your device when it is necessary.
Software Upgrade To Upgrade Using the Internet Services Note: This procedure will delete any current jobs in the device print queue and prevent further jobs from printing until the upgrade has completed. If you wish to preserve these jobs, allow them to complete before upgrading your software. All configured network settings and installed options will be retained by the device after the Software Upgrade process.
Software Upgrade 10. In the Manual Upgrade area: a. Click on the [Browse] button to locate the software upgrade file [.dlm] obtained earlier. b. Click on the [.dlm] file obtained earlier. c. Click on the [Open] button. d. Click on the [Install Software] button to proceed with the upgrade. • If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111]. • Click on the [Login] button. The file will be sent to the printer and will disable the printing functionality.
Software Upgrade In the Upgrades area: a. Check to [Enabled] checkbox. b. Click on the [Apply] button. 9. Click on the [Auto Upgrade] in the directory tree to set the Auto Upgrade time. 10. In the Auto Upgrade area: a. Check the [Enabled] checkbox to enable the Schedule Upgrade feature. b. For Refresh Start Time, select either [Hourly] or [Daily]. c. If [Daily] has been selected, enter the required time of the day for the upgrade to be performed. d.
25 Troubleshooting Troubleshooting: Workflow Scanning If you are experiencing problems with Workflow Scanning, first verify that the device is connected on the network and functioning as a printer by performing the following activities: • Check the network cable at the back of the device. • Send a test print from your PC to the device. • If connected via TCP/IP try a PING from your workstation to the device.
Troubleshooting Try to Scan a Document. Does the Scan Confirmation Report Print? If the Scan Confirmation Report does not print, perform the following steps at your workstation. 1. At your Workstation, open the web browser and enter the IP address of the device in the Address bar, and press [Enter]. 2. Click on the [Properties] tab. 3. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111], and click on the [Login] button. 4. Click on the [Services] link. 5.
Troubleshooting Scanning Using NCP (NetWare Core Protocol) From another workstation log in to the network with the scan user account and password created for the scanning function. Browse to the scan filing location and attempt to create and delete a folder. If you cannot perform this function, check the user account rights.
Troubleshooting Enable E-mail before proceeding. For instructions refer to E-mail on page 215. Note: If you have enabled E-mail but the icon is grayed out or unavailable, at the device press the button. Enter the Administrator’s User Name (default is [1111]), touch [Next], enter Password (default is [1111]), touch [Enter], touch the Tools tab, and touch User Interface Settings. Touch Service Enablements, then E-mail, set the service to Enable, and touch Save.
Troubleshooting • • • • Check for restricted host addresses at the SMTP server. Verify that the device is not a restricted host. Try sending an e-mail from the device again. Ask the SMTP administrator to confirm that no errors were encountered and check for 'bounce' messages to the device's “Reply To” address. Check that the message size does not exceed the attachment or message size limit policy of your SMTP server. Troubleshoot the network path to the SMTP server.
Troubleshooting 5. Touch [Print], then touch [Close]. View the Network Setup details. Verify that the SMTP Server Address is correct and that the TCP/IP Domain Name, Host Name and DNS settings are properly configured. Verify the POP3 Server Address is correct. Are the Internet Fax Settings Correctly Configured? For instructions, refer to Internet Fax on page 229. From a desktop e-mail client, send a test e-mail to the new e-mail account created on the SMTP server for the device.
Troubleshooting Check the operation of the device's SMTP and POP 3 account, as follows: 1. On a network connected workstation, set up e-mail using the same SMTP and POP 3 server and account (with passwords) as the device. 2. Send an e-mail to yourself. 3. If the e-mail arrives at your e-mail in box, you have proven that the device's account for both the SMTP and POP3 server(s) is valid. 4.
Troubleshooting Verify that the Server Fax settings Have Been Properly Configured on the Device by Printing a Configuration Report. At the Device: 1. Press the button. 2. Touch the [Machine Information] tab. 3. Touch [Information Pages]. 4. Touch [Configuration Report]. 5. Touch [Print], then touch [Close]. View the Server Fax Setup details. Verify that the Protocol is correct and that the Server Name and Path to the Fax repository settings are properly configured.
Troubleshooting Troubleshooting: Embedded Fax If you are experiencing problems with Embedded Fax, first verify that the device is functioning in its existing configuration by making a photocopy at the device. Is the Device Functioning? Resolve any mechanical issues before attempting to use Embedded Fax. For assistance and support, refer to the www.xerox.com website. Ensure Embedded Fax is Installed Correctly At the Device: 1. Press the button to enter the Tools pathway. 2.
Troubleshooting • If connected via TCP/IP try a PING from your workstation to the device. Is the Device Functioning on the Network as a Printer? Configure your device on the network or resolve any networking issues before attempting to use the Network Accounting feature. For instructions to configure the device on the network, see Enable TCP/IP and HTTP at the Device on page 11.
Troubleshooting network accounting solution, print a Configuration Report to check TCP/IP settings to be sure that they have not changed. Also, verify, by pinging, that the server's settings have not been changed. At the Device: 1. Press the button. 2. Touch the [Machine Information] tab. 3. Touch [Information Pages]. 4. Touch [Configuration Report]. 5. Touch [Print], then touch [Close]. If the fault requires further investigation, refer to the Xerox website at www.xerox.
Troubleshooting • • • • ANMDJ.ttf Andale Mono WT J(Japanese version) ANMDK.ttf Andale Mono WT K(Korean version) ANMDS.ttf Andale Mono WT S(Simplified Chinese version) ANMDT.ttf Andale Mono WT T(Traditional Chinese version) Unicode uses the Font Management Utility. Refer to your Xerox Representative for further information.
Index Numerics 10.
Index E G E-mail, 205, 217 Advanced Settings, 222 Configure SMTP Server, 218 E-mail Image Settings, 223 Enable E-mail, 218 Filing Options, 223 General, 237 General E-mail Configuration, 219 Layout Adjustment, 222 Scan to E-mail, 222 E-mail Addressing, 217 E-mail Alerts, 41 E-mail Authentication, 217 E-mail Settings, 219 Embedded Fax, 243 Configure Fax Settings, 244 Configure Settings, 249 Deferred Fax Setup, 245 Fax Forward, 256 Fax Reports, 254 Fax Setup Screens, 244 Incoming Fax Defaults, 249 Mailbox &
Index J Job Deletion, 32 Jobs, 57 L LAN Fax, 269 Enable the Feature (Windows Printer Drivers), 269 Mac OS Users, 270 Using LAN Fax, 270 LDAP Addressing, 224 Contexts, 226 User Mappings, 226 Low Supply Warning, 44 LPR (Line Printer Remote) Printing in Mac OSX, 94 LPR Printing on Windows NT, 70 M Machine Digital Certificate Management, 151 Maintenance Assistant, 37 Meter Assistant, 36 Microsoft Networking, 78 Microsoft Windows 2000 Professional, 110 MRC Compression, 29 Mschine Digital Certificate Managemen
Index Export the Public Address Book, 230 Import an Address Book, 229 Public Address Book (LDAP), 223 Q Quick Setup, 5 R Raw TCP/IP Printing Configuration on Windows 2000, 71 Rear View, 7 Remote Template Pool Repository, 196 Repository File Transfer Protocol (FTP), 175 Reprint Saved Jobs, 275 Back-up Jobs, 276 Enable, 275 Manage Folders, 278 Restore Jobs, 277 Saving a Job, 279 Restore Saved Jobs, 46 S Save Job for Reprint, 45 Saved Jobs, 58 Scan to Home, 201 Configure Scan to Home, 202 Scan to Mailbox,
Index Power On/Off Button, 321 Scanning via FTP, 312 Scanning via HTTP(S), 313 Scanning via NCP, 313 Scanning via SMB, 313 Server Fax, 317 Workflow Scanning, 311 Trusted Certificate Authorities, 160 Trusted Certificate Authorities, 160 tty Method on HP-UX Client (Version 10.x), 101 tty Method on SCO UNIX Environment, 103 tty Method on Solaris 2.
Index 328 Xerox ColorQube™ 9201/9202/9203 System Administrator Guide
