Xerox WorkCentre 5845/5855/5865/5875/5890 Multifunction Printer Imprimante multifonction Xerox WorkCentre 5845/5855/5865/5875/5890 ® ® System Administrator Guide Guide de l’administrateur système Español Guía del administrador del sistema Português Guia de Administração do Sistema
© 2013 Xerox Corporation. All rights reserved. Unpublished rights reserved under the copyright laws of the United States. Contents of this publication may not be reproduced in any form without permission of Xerox Corporation.
Contents 1 Introduction 11 Overview ........................................................................................................................................................................... 12 Configuration Steps ............................................................................................................................................. 12 More Information ....................................................................................................................
Contents Configuring IP Settings in CentreWare Internet Services ..................................................................... 34 FTP/SFTP Filing .............................................................................................................................................................. 37 Configuring FTP and SFTP Filing Settings ................................................................................................... 37 IPP................................................
Contents Enabling WSD......................................................................................................................................................... 60 NetWare ........................................................................................................................................................................... 61 Configuring NetWare General Settings........................................................................................................
Contents Enabling IPsec ........................................................................................................................................................ 98 Managing Actions................................................................................................................................................. 99 Managing Protocol Groups .............................................................................................................................
Contents Printing Jobs from CentreWare Internet Services ..........................................................................................129 Configuring General Print Settings ......................................................................................................................130 Printing an Error Sheet ..............................................................................................................................................
Contents Email ........................................................................................................................................................................158 Workflow Scanning ....................................................................................................................................................163 Enabling Workflow Scanning..........................................................................................................................
Contents Xerox Standard Accounting ....................................................................................................................................204 Enabling Xerox Standard Accounting .........................................................................................................204 Setting Service Tracking Options ..................................................................................................................204 General and Group Accounts...................
Contents LAN Fax Address Book ......................................................................................................................................235 Font Management Utility ........................................................................................................................................236 Network Logs ................................................................................................................................................................
Introduction 1 This chapter includes: • Overview .............................................................................................................................................................................. 12 • More Information ............................................................................................................................................................
Introduction Overview This guide is designed for a system administrator with network administrator rights who understands networking concepts and has experience creating and managing network user accounts. Use this guide to help you install, configure, and manage your printer on a network. Notes: • • Network features are not available when you are connected over USB. Embedded fax features are not available for all printer models.
Introduction More Information Resource Location Installation Guide Packaged with the printer. Other documentation for your printer • WorkCentre 5845/5855 Multifunction Printer: www.xerox.com/office/WC58XAdocs • WorkCentre 5865/5875/5890 Multifunction Printer: www.xerox.com/office/WC58XBdocs Recommended Media List United States • WorkCentre 5845/5855 Multifunction Printer: www.xerox.com/paper • WorkCentre 5865/5875/5890 Multifunction Printer: www.xerox.
Introduction Resource Location Third party and open source software To locate third party and open source software disclosure notices and the terms and conditions related to the third party and open source software included with WorkCentre 5845/5855 Multifunction Printer go to the Support – Drivers & Downloads page for this product at: • WorkCentre 5845/5855 Multifunction Printer: www.xerox.com/office/WC58XAsupport • WorkCentre 5865/5875/5890 Multifunction Printer: www.xerox.
Initial Setup 2 This chapter includes: • Physically Connecting the Printer .............................................................................................................................. 16 • Assigning a Network Address ...................................................................................................................................... 17 • Connecting the Printer to a Wireless Network ..........................................................................................
Initial Setup Physically Connecting the Printer 1. 2. 3. 4. 16 Connect the power cord to the printer, and plug it into an electrical outlet. Connect one end of a Category 5 or better Ethernet cable to the Ethernet port on the back of the printer. Connect the other end of the cable to a correctly configured network port. If your printer has fax installed, connect it to a correctly configured telephone line. Turn on the printer.
Initial Setup Assigning a Network Address The printer automatically acquires a network address from a DHCP server by default. To assign a static IP address, configure DNS server settings, or configure other TCP/IP settings, see IP on page 33. If the printer does not detect a DHCP server, the printer uses an IPv4 self-assigned address. Address information is listed on the configuration report. For details, see Configuration Report on page 22.
Initial Setup Connecting the Printer to a Wireless Network If the printer is connected to your wired network, you can configure wireless settings in CentreWare Internet Services. You can also connect directly to a wireless network. For details, see Connecting to a Wireless Network on page 30. Note: You cannot connect to a wired network and a wireless network at the same time.
Initial Setup Accessing Administration and Configuration Settings You can access the administration and configuration settings from the Tools tab on the control panel or from the Properties tab in CentreWare Internet Services. The control panel consists of a touch screen and buttons you press to control the functions available on the printer. CentreWare Internet Services is the administration and configuration software installed on the embedded Web server in the printer.
Initial Setup Initial Setup at the Control Panel Installation Wizard The Installation wizard starts the first time you turn on the printer. The wizard prompts you with a series of questions to help you configure basic printer settings. Note: You can change these settings at any time. Quick Setup Home After the Installation wizard completes, the Quick Setup Home wizard appears. Use the Quick Setup Home wizard to configure printer settings. Note: You can complete the wizard at any time.
Initial Setup Installing Optional Software Features When you purchase an optional software feature, enable it by providing a feature installation key. Some features come with an activation code that you use to get a feature installation key. Go to the Xerox® Software Activation Portal website at www.xeroxlicensing.xerox.com to enter the activation code. The website generates a feature installation key that you can use to enable the feature.
Initial Setup Initial Setup in CentreWare Internet Services Printing the Configuration Report The Configuration Report lists all current settings of the printer. A configuration report prints at startup by default. 1. In CentreWare Internet Services, click Status > Configuration Report. 2. To print the report, click Print Configuration Page. To turn off automatic printing of a Configuration Report at startup, see Disabling the Configuration Report at Startup on page 22.
Initial Setup Using the Configuration Overview Page The Configuration Overview page contains links to the commonly-accessed pages on the Properties tab. Use the Configuration Overview page to help you install your printer successfully. 1. In CentreWare Internet Services, click Properties > Configuration Overview. 2. Select an option: − To open the Configuration Checklist page, click View Checklist.
Initial Setup Installing Optional Software Features When you purchase an optional software feature, enable it by providing a feature installation key. Some features come with an activation code that you use to get a feature installation key. Go to the Xerox® Software Activation Portal website at www.xeroxlicensing.xerox.com to enter the activation code. The website generates a feature installation key that you can use to enable the feature.
Initial Setup Physical Connection Settings You can specify Ethernet and USB settings, such as Ethernet Rated Speed, USB Connection Mode, and Print Timeout for USB printing. Setting Ethernet Options The Ethernet interface on the printer automatically detects the speed of your network. Any auto-sensing devices connected to the network, such as a hub, do not always detect the correct speed. Refer to the configuration report to ensure that the printer detects the correct network speed. 1.
Initial Setup Changing the System Administrator Password Xerox recommends that you change the default system administrator password after you configure the printer. Be sure to store the password in a secure location. The default password is 1111. 1. In CentreWare Internet Services, click Properties > Security. 2. Click Password Policies > Admin Password. 3. Type the old password. 4. Type the new password, then type the password again to verify. 5. Click Apply.
Initial Setup Setting the Date and Time Setting the Date and Time in CentreWare Internet Services 1. 2. 3. 4. In CentreWare Internet Services, click Properties > General Setup. Click Date and Time. Under Date and Time Setup, select: − Automatic using NTP to allow the NTP service to set the time automatically. − Manual (NTP Disabled) to set the date and time manually. If you are using an NTP server, select the address type. Options are IPv4 Address or Host Name.
Network Connectivity 3 This chapter includes: • Connecting to a Wireless Network ............................................................................................................................ 30 • Connecting Directly to a Wireless Network ............................................................................................................ 32 • IP ............................................................................................................................................
Network Connectivity Connecting to a Wireless Network If the printer is connected to your wired network, you can configure wireless settings in CentreWare Internet Services. Note: You cannot connect to a wired network and a wireless network at the same time. Before you begin, purchase and install the Xerox® Wireless Network Interface. 1. In CentreWare Internet Services, click Properties > Connectivity > Setup. 2. Next to Xerox® Wireless Network Interface, click Edit.
Network Connectivity To verify the wireless status and see the wireless IP address, print a Configuration Report. For details, see Configuration Report on page 22. See the Connectivity Physical Connections, and Connectivity Protocols, TCP/IPv4 sections of the report. Note: When you switch from a wired connection to a wireless connection, the IP address of the printer changes. The connection to CentreWare Internet Services through your Web browser closes.
Network Connectivity Connecting Directly to a Wireless Network Before you begin, purchase and install the Xerox® Wireless Network Interface. 1. Ensure that the printer is not connected to a wired Ethernet network. 2. Restart the printer. 3. Refer to the Configuration Report to find the self-assigned IP address of the printer, in the 169.254.x.x range. For details, see Printing the Configuration Report on page 22. 4. Using an Ethernet cable, connect a computer to the printer. Notes: 5. 6. 7. 8.
Network Connectivity IP Internet Protocol (IP) is a protocol within the Internet Protocol Suite that manages the transmission of messages from computer to computer. Enabling TCP/IP 1. 2. 3. 4. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Network Settings > TCP/IP Settings. Touch TCPIP Enablement. Touch Enable for IPv4 or IPv6, then touch Close. Note: By default, TCP/IP is enabled.
Network Connectivity Configuring DNS Settings at the Control Panel Domain Name System (DNS) is a system that maps host names to IP addresses. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Network Settings > TCP/IP Settings. 3. Touch DNS Configuration. a. Touch Host Name. b. Type a host name. c. Touch OK. d. Touch Close. Note: If DHCP is enabled, your DHCP server can provide the following information.
Network Connectivity 5. 6. Under IP Address Resolution, select an option: − STATIC disables dynamic addressing and allows you to type a static IP address. Type a Machine IP Address, Subnet Mask, and Gateway Address. − DHCP allows the printer to obtain an IP address from a DHCP server or a BOOTP server that is configured to accept DHCP requests. The printer requests that the server register the IP address and hostname of the printer with the DNS server.
Network Connectivity Configuring DNS Domain Name System (DNS) is a system that maps host names to IP addresses. 1. In CentreWare Internet Services, click Properties > Connectivity > Setup. 2. Under Network, next to a connection type, click Edit. Note: The printer uses separate IPv4, IPv6, and DNS settings for wired and wireless network connections. Before configuring wireless IP settings, install the Xerox® Wireless Network Interface and connect to a wireless network.
Network Connectivity FTP/SFTP Filing File Transport Protocol (FTP) is a standard network protocol used to pass and manipulate files over a TCP/IP network. Several services running on your printer, including Network Scanning, Saved Jobs Backup, and Software upgrade can use FTP as a filing service. Secure FTP (SFTP) is a standard network protocol that is used with SSH to ensure that data is encrypted and transferred securely. Configuring FTP and SFTP Filing Settings 1. 2. 3. 4. 5.
Network Connectivity IPP Internet Printing Protocol (IPP) is a standard network protocol that allows you to print and manage jobs remotely. 1. In CentreWare Internet Services, click Properties > Connectivity > Setup. 2. Under Protocol, next to IPP, click Edit. 3. In the IPP Protocol Settings, for Protocol, select Enabled. 4. Click Save.
Network Connectivity SLP Printers use Service Location Protocol (SLP) to announce and look up services on a local network without prior configuration. When SLP is enabled, the printer becomes a Service Agent (SA) and announces its services to User Agents (UA) on the network using SLP. Directory Agents (DA) are components that cache services. They are used in larger networks to reduce the amount of traffic. DAs are optional.
Network Connectivity SNMP Simple Network Management Protocol (SNMP) is a set of network protocols designed to allow you to manage and monitor devices on your network. You can use the SNMP configuration pages in CentreWare Internet Services to: • Enable or disable Authentication Failure Generic Traps. • Enable SNMPv3 to create an encrypted channel for secure printer management. • Assign privacy, authentication protocols, and keys to Administrative and key user accounts.
Network Connectivity 5. Under SET Community Name, type a name. SET returns the password for the SNMP SET requests to the printer. Applications that set information on the printer using SNMP use this password. CAUTION: Changes made to the GET or SET community names for this printer require corresponding changes to the GET or SET community names for applications using SNMP. 6. Under TRAP Community Name, type a name.
Network Connectivity Configuring SNMP Advanced Settings You can add, edit, or delete IP and IPX addresses for Network Management workstations that receive traps from the printer. Configuring SNMP Advanced Settings 1. 2. 3. 4. 5. 6. 7. In CentreWare Internet Services, click Properties > Connectivity > Setup. Under Protocol, next to SNMP, click Edit. Click Advanced Settings. To add an IP trap destination address, under Trap Destination Addresses, click Add IP Address.
Network Connectivity LPR/LPD The Line Printer Daemon (LPD) and Line Printer Remote (LPR) protocols provide printer spooling and network print server functionality for UNIX-based systems, such as HP-UX, Linux, and Macintosh. 1. In CentreWare Internet Services, click Properties > Connectivity > Setup. 2. Under Protocol, next to LPR/LPD, click Edit. 3. Under Protocol, select Enabled. 4. Under Port Number, type a value. 5.
Network Connectivity SSDP Simple Service Discovery Protocol (SSDP) provides processes to allow network clients with little or no static configuration to discover network services. SSDP provides multicast discovery, server-based notification, and discovery routing options. 1. In CentreWare Internet Services, click Properties > Connectivity > Setup. 2. Under Protocol, next to SSDP, click Edit. 3. Under Protocol, select Enabled. 4. Under Cache Control, type a number from 1 through 43200. 5.
Network Connectivity Microsoft Networking When running WINS, the printer registers its IP address and NetBIOS Host Name with a WINS server. WINS allows the printer to communicate using host name only. Using Microsoft Networking removes significant overhead for systems administrators. Configuring Microsoft Networking In CentreWare Internet Services, click Properties > Connectivity > Setup. Under Protocol, next to Microsoft Networking, click Edit. In the General pane, under Protocol, select Enabled.
Network Connectivity Raw TCP/IP Printing Raw TCP/IP is used to open a TCP socket-level connection over Port 9100, and stream a print-ready file to the printer input buffer. It then closes the connection either after sensing an End Of Job character in the PDL or after expiration of a preset timeout value. Port 9100 does not require an LPR request from the computer or the use of an LPD running on the printer. Raw TCP/IP printing is selected in Windows as the Standard TCP/IP port.
Network Connectivity Configuring Raw TCP/IP Advanced Settings 1. 2. 3. 4. On the Raw TCP/IP Printing page, click the Advanced tab. Under Connections, set the following: − Set the Maximum Connections per port between 1–32. The default port value is 32. − To allow concurrent jobs to process for each port connection, type a number between 0–500 jobs in each port. Type 0 to allow unlimited concurrent jobs. − To limit the number of jobs that are active for each port connection, type a number between 0–32768.
Network Connectivity SMB Filing You can specify Kerberos authentication options for features that file images to an SMB-shared network location. Configuring Kerberos Authentication Options for SMB 1. 2. 3. 4. 5. 48 In CentreWare Internet Services, click Properties > Connectivity > Setup. Under Protocol, next to SMB Filing, click Edit.
Network Connectivity SMTP Server Simple Mail Transfer Protocol (SMTP) is an Internet standard used to transmit email across IP networks. Your printer uses SMTP to transmit scanned images, Internet fax jobs, and alerts through email. Configuring SMTP Server Settings 1. 2. 3. 4. 5. 6. In CentreWare Internet Services, click Properties > Connectivity > Setup. Under Protocol, next to SMTP, click Edit.
Network Connectivity Configuring SMTP Connection Encryption Settings 1. 2. On the SMTP (Email) page, click the Connection Encryption tab. To encrypt SMTP communication, under Encryption mechanism used by the multifunction device when communicating with the SMTP server, select a method that your server supports. Note: If you are unsure what method your server supports, select STARTTTLS (if available). If you select STARTTLS (if available), the printer attempts to use STARTTLS.
Network Connectivity LDAP This section includes: • Adding LDAP Server Information............................................................................................................................... 51 • Adding or Editing LDAP Servers in CentreWare Internet Services................................................................. 51 • Configuring LDAP Server Optional Information ..................................................................................................
Network Connectivity 5. 6. 7. To copy an LDAP server configuration, select the server to copy, then click Copy From. To delete all LDAP servers configured to your printer, click Delete All. To enable SASL binds, click LDAP Policies. Configuring LDAP Server Optional Information 1. 2. 3. Type the root path of the search directory in the Search Directory Root field using Base DN format.
Network Connectivity Configuring LDAP Contexts Contexts are defined starting points in an LDAP database from which the search function begins searching. Contexts are used with the Authentication feature. You can configure the printer to add an authentication context automatically to the Login Name provided by the user. Note: Contexts are only used if you configure LDAP server settings and select NDS as the server type. Configuring LDAP Contexts 1. 2. 3. 4. 5.
Network Connectivity LDAP Custom Filters You can edit custom filters so that text strings typed at the control panel are changed to match the format that the LDAP server requires. There are three types of filters that you can customize: • LDAP Authentication Filter allows you to add text to the beginning or end of a User ID, or the Login Name configured as the System Login Name for the server. Typical filters are domain_name\USERID or USERID@domain_name.
Network Connectivity HTTP Hypertext Transfer Protocol (HTTP) is a request-response standard protocol between clients and servers. Clients that make HTTP requests are called User Agents (UAs). Servers that respond to these requests for resources, such as HTML pages, are called Origin Servers. There can be any number of intermediaries, such as tunnels, proxies, or gateways between User Agents and Origin Servers. Enabling HTTP at the Control Panel 1. 2. 3. 4.
Network Connectivity HTTP Web Services You can enable or disable Web Services on the Web Services page. This page provides a list of all available Web services on your printer, and displays the configuration status of each service. • To disable a Web service, clear the check box next to the Web service name. • To view Web service port numbers or to remove login restrictions, click Advanced Settings.
Network Connectivity POP3 Post Office Protocol, version 3 (POP3) is a protocol that allows email clients to retrieve email from remote servers over TCP/IP on network port 110. This printer uses POP3 for the Internet fax and email features to retrieve fax jobs over email. POP3 is not compatible with IPv6. 1. In CentreWare Internet Services, click Properties > Connectivity > Setup. 2. Under Protocol, next to POP3 Setup, click Edit. 3. Under Server Information, select IPv4 or Host Name. 4.
Network Connectivity Proxy Server A proxy server acts as a go-between for clients seeking services and servers that provide them. The proxy server filters client requests and if the requests meet the proxy server filtering rules, it grants the request and allows the connection. A proxy server has two main purposes: • To keep any devices behind it anonymous for security purposes. − To cache content from resources, such as Web pages from a Web server, to increase resource access time.
Network Connectivity NTP The Network Time Protocol (NTP) synchronizes the internal clocks of computers over a network connection at system startup and every subsequent 24-hour period thereafter. If your printer uses DHCP and an NTP server, or if a DHCP server provides Greenwich Mean Time (GMT) offset, these settings are ignored. 1. In CentreWare Internet Services, click Properties > Connectivity > Setup. 2. Under Protocol, next to NTP, click Edit. 3. Under NTP Enabled, select Enabled. 4.
Network Connectivity WSD Web Services for Devices (WSD) is technology from Microsoft that provides a standard method for discovering and using network connected devices. It is supported in Windows Vista, Windows Server 2008, and newer operating systems. WSD is one of several supported communication protocols. Enabling WSD 1. 2. 3. 4. 60 In CentreWare Internet Services, click Properties > Connectivity > Setup. Under Protocol, next to WSD, click Edit. Under WSD Services, select Enabled. Click Save.
Network Connectivity NetWare NetWare is a network operating system developed by Novell to run various services using cooperative multitasking. Before you begin: • Ensure an existing operational NetWare network is available. • Verify that you have administrator rights to log in to a NetWare file server or tree. • Ensure that the printer is connected to the network. • Set up a print server object using the appropriate Novell utility. Refer to the Novell system documentation for help.
Network Connectivity Bindery Settings Bindery services are a stand-alone database system that contains user information and security data. NetWare can use Bindery services for authentication. If you are using Bindery mode, under Bindery Settings, in the File Server fields, type the names of up to four primary file servers. Note: When the printer uses Bindery mode, the NDS Tree and NDS Context fields are ignored.
Network Connectivity AppleTalk AppleTalk is a proprietary suite of protocols developed for networking computers by Apple, Inc. An AppleTalk zone is a group of nodes or networks organized by departments or physical locations. Before You Begin • • • Ensure that there is an existing operational AppleTalk network. Determine the AppleTalk Name you wish to assign to your printer. Determine the AppleTalk Zone, if used, to assign to your printer. Configuring AppleTalk 1. 2. 3. 4. 5. 6.
Security 4 This chapter includes: • Setting Access Rights ...................................................................................................................................................... 66 • Configuring Authentication Settings........................................................................................................................ 68 • Configuring Authorization Settings ....................................................................................................
Security Setting Access Rights You can control access to services and features by setting up authentication and authorization. Personalization allows the printer to retrieve user information to customize features. Authentication Authentication is the process of confirming your identity. When the system administrator enables authentication, the printer compares the information that you provide to another source of information, such as an LDAP directory.
Security Authorization Authorization is the function of specifying the features that users are allowed to access, and the process of approving or disapproving access. You can configure the printer to allow users to access the printer, but restrict access to certain features, tools, and services. For example, you can allow users to access to copying but restrict access to scanning. You can also control access to features at specific times of the day.
Security Configuring Authentication Settings Configuring Local Authentication Settings When you configure local authentication, users prove their identity by typing a user name and password at the control panel or in CentreWare Internet Services. The printer compares the user credentials to the information stored in the user database. If you have a limited number of users, or do not have access to an authentication server, use this authentication method.
Security 6. 7. To add the user to a role, select the check box next to the role: − Accounting Administrator allows the user to access accounting settings and other services and settings that are locked. − The System Administrator role allows the user to access all services and settings. If you have created any user roles, they also appear in the list. Click Save. Specifying Password Requirements 1. 2. 3. 4. 5. 6. In CentreWare Internet Services, click Properties > Login/Permissions/Accounting.
Security 6. Type the appropriately formatted address and port numbers for both the primary and backup addresses. Note: A backup address is optional. 7. If you want to use an LDAP server for network authorization or personalization: a. Click Add LDAP Mapping. b. Select the LDAP server from the list and click Add Mapping, or click Add New to add an LDAP server. 8. Click Save. 9. To specify server settings for an alternate authentication server, click Add New. 10.
Security Configuring Authentication Server Settings for LDAP The printer uses the primary LDAP server for authentication, authorization, and personalization. The primary LDAP server is the server that appears at the top of the LDAP server list on the LDAP Server page in CentreWare Internet Services. If you already have configured LDAP server settings, the printer uses this server automatically when you select LDAP as the network authentication or authorization method.
Security Configuring Xerox Secure Access 1. 2. 3. 4. 5. On the Login Methods page, next to Xerox® Secure Access Setup, click Edit. Configure the remote server. For details, see the instructions provided with your server hardware. Once the server is configured, it communicates with the printer and automatically completes the configuration process. To configure communication manually, personalize instructional windows, and review accounting options, click Manually Configure.
Security Configuring Convenience Authentication Settings When Convenience Authentication is enabled, users swipe a pre-programmed identification card through a proximity card reader at the control panel. To use this method, purchase and install a USB card reader and an authentication server that supports the Xerox® Convenience Authentication API. The Login Methods page in CentreWare Internet Services provides links to authentication and personalization configuration settings. 1.
Security Configuring Smart Card Authentication Settings When Smart Card authentication is configured, users swipe a pre-programmed identification card at the control panel. Purchase and install a Smart Card reading system before configuring Smart Card authentication. To configure access rights using Smart Card authentication: • Provide information about your domain controller servers and configure Domain Controller and NTP settings. • Set the login method to Smart Cards.
Security Configuring OCSP Validation Server Settings If you have an OCSP server, or an OCSP certificate validation service, you can configure the printer to validate certificates installed on the domain controller. Before you begin: Add a domain controller. 1. On the Login Methods page, next to Certificate Validation, click Edit. 2. Select a validation method and click Next. 3. On the Required Settings page, type the URL of the OCSP server. 4.
Security Displaying Your Company Logo on the Blocking Screen You can customize the blocking screen to display your company logo. The blocking screen appears on the printer touch screen when card reader authentication or an auxiliary accounting device is configured. The screen displays a message when a user attempts to access a restricted feature, reminding users to swipe an identification card to access the feature. 1. On the Login Methods page, next to Import Customer Logo, click Edit. 2.
Security Configuring Authorization Settings Setting the Authorization Method 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties > Login/Permissions/Accounting. Click User Permissions. In the upper right-hand corner, click the pencil icon. Under User Permission Method, select an option. Click Save. Configuring Local Authorization Settings When you configure local authorization, the printer references the user database for authorization information for the authenticated user.
Security Configuring Network Authorization Server Settings 1. 2. On the User Permissions page, under Action, next to LDAP Server or SMB Server, click Edit. If you are using an LDAP server for authorization, configure LDAP server settings as needed. For details, see LDAP on page 51. Note: The printer uses the primary LDAP server for authentication, authorization, and personalization.
Security Services and Tools permissions are rules that allow you to control access to features or configuration settings for a group of users. Configure Services and Tools Permissions to: • Restrict access to specific services, such as Copy, Email, or Fax. • Restrict access to settings managed on the Tools menu at the control panel. • Restrict access to settings managed on the Properties tab in CentreWare Internet Services. Note: Not all options listed are supported on all printers.
Security Setting 1-Sided Print Permissions 1. 2. On the 1-Sided Printing page, under Role State, select Not Allowed to require users to print 2-sided. Click Save. Setting Job Type Print Permissions 1. 2. 3. 4. On the Job Types page, under Presets, select one of the following options: − Allow all Job Types allows users to print any job type. − Only Allow Secure Print ensures that users only send secure print jobs. − Custom allows you to select the job types that users are allowed to send.
Security 4. 5. 6. 7. To delete a custom Application ID, under Actions, click Delete. To delete or disassociate a custom Application ID from an Application Group Name, under Actions, click Manage next to an Application Group Name. a. Click Un-Merge to disassociate the Application ID, or click Delete to delete the Application ID. b. Click Close. To create a custom Application ID, click Add Manually. a. Under Application ID, type an Application ID. b. Click Save.
Security Assigning Users to a Role for Local Authorization Once you configure local authorization, add user information to the user database, and create a role, you can assign users to the role. 1. In CentreWare Internet Services, click Properties > Login/Permissions/Accounting. 2. Click User Permissions. 3. Under Action, next to User Permission Roles, click Edit. 4. Click the Logged-In Users tab. 5. Next to a role, click Edit User Mappings. 6.
Security Editing a Logged-In User Role 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties > Login/Permissions/Accounting. Click User Permissions. Under Action, next to User Permission Roles, click Edit. Click the Logged-In Users tab. Next to a role, click Edit User Mappings. Note: You cannot edit permissions for the System Administrator or Accounting Administrator roles. Users assigned to the System Administrator role can access all features of the printer.
Security Troubleshooting Conflicting Permissions 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties > Login/Permissions/Accounting. Click User Permissions. Under Action, next to User Permission Roles, click Edit. Click Troubleshooting. To see a summary of permissions for a user, on the Permission Role Summaries tab, next to a user name click Permissions Summary. Temporarily Disabling Print Permissions for all Users 1. 2. 3.
Security Secure HTTP (SSL) You can establish an HTTP Secure(HTTPS) connection to the printer by encrypting data sent over HTTP using SSL. Features that require HTTPS use it automatically. You can also use SSL encryption for protocols such as LDAP and SMTP. Notes: • • SSL encryption is protocol-independent. You can turn on SSL for protocols or scan destinations as needed. When the printer uses HTTPS, all pages in CentreWare Internet Services contain https:// in the URL.
Security FIPS 140-2 If FIPS 140-2 encryption is required, all computers, servers, browser software, security certificates, and applications must comply with the standard or operate in FIPS-compliant mode. Transmitted and stored data must be encrypted as specified in United States Federal Information Processing Standard (FIPS) 140-2 (Level 1). You can enable the printer to check that the current configuration ensures the specified encryption.
Security Enabling FIPS 140 Mode and Checking for Compliance 1. 2. 3. 4. In CentreWare Internet Services, click Properties > Security > Encryption. Click FIPS 140-2. Click Enable. Click Run Configuration Check and Apply. A pass or fail message appears: − If the configuration check passes, click Reboot Machine to save and restart the printer. − If the configuration check fails, the reasons for the failed test list in a table at the bottom of the page. For each reason, a link is provided.
Security Stored Data Encryption You can encrypt user data on the printer hard drive to prevent unauthorized access to data stored on the drive. Enabling Encryption of Stored Data 1. 2. 3. 4. In CentreWare Internet Services, click Properties > Security > Encryption. Click User Data Encryption. Under User Data Encryption Enablement select Enabled. Click Apply to save the new settings or Undo to retain the previous settings. CAUTION: The printer restarts. This interrupts or deletes current jobs.
Security IP Filtering You can prevent unauthorized network access by creating an IP Filter to block or allow data sent from particular IP addresses. Creating or Editing an IP Filter Rule In CentreWare Internet Services, click Properties > Security. Click IP Filtering. Click Add IP Filter. Under Define Protocol, select the protocol. Under Action, select how you want the filter to manage the incoming packet: − If you want the printer to allow the packet access, select Accept.
Security Arranging the Execution Order of IP Filter Rules 1. 2. 3. 4. 90 In CentreWare Internet Services, click Properties > Security. Click IP Filtering. Click an IP filter rule. Next to Move Up/Down, click the appropriate arrow.
Security Audit Log The Audit Log feature records events that occur on the printer. You can then download the log as a tab-delimited text file to review for potential problems or security issues. Enabling Audit Log 1. 2. 3. 4. In CentreWare Internet Services, click Properties > Security. Click Audit Log. Click Enabled under Enabling Audit Log on machine. Click Apply. Note: When McAfee is enabled, this option is unavailable. Saving an Audit Log 1. 2. 3. 4. 5.
Security Interpreting the Audit Log The Audit Log is formatted into ten columns: • Index: Column 1 lists a unique value that identifies the event. • Date: Column 2 lists the date that the event happened in mm/dd/yy format. • Time: Column 3 lists the time that the event happened in hh:mm:ss format. • Event ID: Column 4 lists the type of event. The number corresponds to a unique description. • Event Description: Column 5 lists an abbreviated description of the type of event.
Security McAfee Embedded Control McAfee Embedded Control consists of two security features: • Enhanced Security maintains the integrity of printer software by monitoring system files and alerting you if an unauthorized change is made to a system file. • Integrity Control is a software option that combines enhanced security features with the ability to monitor and prevent unauthorized executable files from running. Enable this option by providing a feature installation key on the Feature Installation page.
Security 5. You can configure the printer to alert you when a security event occurs. You can also use printer management applications, such as McAfee ePolicy Orchestrator, Xerox® CentreWare® Web, or Xerox® Device Manager to monitor security alerts. − To allow the printer to send email alerts, under Locally on the Device, select Email Alerts. − To allow the printer to send email alerts to McAfee ePolicy Orchestrator Server, under McAfee Remote Solutions, select McAfee's ePolicy Orchestrator Server.
Security Downloading and Installing the Xerox Extensions for McAfee ePO 1. 2. 3. Download the Xerox® extensions from www.xerox.com/office/WC58XAsupport. The extensions are contained in a .zip file. Open the .zip file and move the three compressed extension files to a temporary folder. Do not open the .zip extension files. Install the .zip extension files in McAfee ePO. a. Access the McAfee ePO Web interface at https://servername.domain:8443. b. Navigate to Menu > Software > Extensions. c.
Security Creating and Assigning a Policy in McAfee ePO 1. 2. 3. 4. 5. Access the McAfee ePO Web interface at https://servername.domain:8443. Navigate to Menu > Policy > Policy Catalog. Next to Product, select McAfee Agent. Next to Category, select General. To create the policy, next to My Default, under Actions, click Duplicate. a. Next to Name, type MFP Agent. b. Next to Notes, type For Xerox endpoints. c. Click OK. 6. Edit the policy. Under Name, click MFP Agent. 7. Click the Events tab. a.
Security Designating Printers as Super Nodes The Xerox® extension for McAfee ePO uses up to three Xerox® printers as supernodes to communicate with the other Xerox® printers that it monitors. Xerox recommends that you designate more than one Xerox® printer as a supernode. If one supernode is not functioning or is offline, McAfee ePO can use the other supernodes to communicate with other printers. You designate printers as supernodes by adding specific entries to your DNS server.
Security IPsec Internet Protocol Security (IPsec) is a group of protocols used to secure Internet Protocol (IP) communications by authenticating and encrypting each IP data packet. It allows you to control IP communication by creating protocol groups, policies, and actions.
Security Managing Actions Use actions to more specifically manage how IPsec controls dependent protocols. Creating a New Action 1. 2. 3. 4. 5. Click Actions at the top of the IPsec page. Click Add New Action. On the Step 1 of 2 page, under IP Action Details, type in the Name. This field is required. In the Description field, type a description for the action, if desired. Under Keying Method, select Manual Keying or Internet Key Exchange (IKE).
Security Configuring Internet Key Exchange Settings IKE is a keying protocol that allows automatic negotiation and authentication, anti-replay services, and CA support. It can also change encryption keys during an IPsec session. IKE is used as part of virtual private networking. IKE Phase 1 authenticates the IPsec peers and sets up a secure channel between the peers to enable IKE exchanges. IKE Phase 2 negotiates IPsec SAs to set up the IPsec tunnel. 1.
Security Managing Protocol Groups Protocol Groups are logical groupings of selected protocols based on service type, service name, port number, and device type. Create a Protocol Group to apply specific security policies for selected protocols. Creating a New Protocol Group 1. 2. 3. 4. 5. 6. 7. 8. 9. Click Protocol Groups at the top of the IPsec page. Click Add New Protocol Group. Type a Name and a Description for the group. Under Service Name, select the protocols that you want to add to the group.
Security Managing Security Policies IPsec security policies are sets of conditions, configuration options, and security settings that enable two systems to agree on how to secure traffic between them. You can have multiple policies active at the same time, however, the scope and policy list order determines the overall policy behavior. Defining a Security Policy 1. 2. 3. 4. 5. Click Security Policies at the top of the IPsec page. Under Define Policy, select a Host Group from the menu.
Security Security Certificates A digital certificate is a file that contains data used to verify the identity of the client or server in a network transaction. A certificate also contains a public key used to create and verify digital signatures. One device proves its identity to another by presenting a certificate trusted by the other device. Or, the device can present a certificate signed by a trusted third party and a digital signature proving its ownership of the certificate.
Security For features that use these protocols, perform the tasks listed under one of the following options: To install certificates, option 1: • Install a device certificate on the printer. • Install a copy of the CA certificate that was used to sign the device certificate of the printer on the other device. • Install a copy of the CA certificate that was used to sign the certificate of the other device on the printer.
Security Creating a Certificate Signing Request If you do not install a Xerox Device Certificate, you can install a CA-signed device certificate. Create a Certificate Signing Request (CSR), and send it to a CA or a local server functioning as a CA to sign the CSR. An example of a server functioning as a certificate authority is Windows Server 2008 running Certificate Services. When the CA returns the signed certificate, install it on the printer. Creating a Certificate Signing Request 1. 2. 3. 4. 5. 6. 7.
Security Installing Root Certificates Install the certificates of the root certificate authority and any intermediate certificate authorities for your company. Install the self-signed certificates from any other devices in your network. 1. In CentreWare Internet Services, click Properties > Security. 2. Click Certificates. 3. Click Security Certificates. 4. Click the Root/Intermediate Trusted Certificate(s) tab. 5. Click Install external Root/Intermediate trusted certificates. 6.
Security Specifying the Minimum Certificate Key Length You can specify the minimum encryption key length required for certificates. If a user attempts to upload a certificate that contains a key that does not meet this requirement, a message appears. The message alerts the user that the certificate they are attempting to upload does not meet the key length requirement. 1. In CentreWare Internet Services, click Properties > Security. 2. Click Certificates > Certificate Key Length. 3.
Security 802.1X 802.1X is an Institute for Electrical and Electronics Engineers (IEEE) standard that defines a method for port-based network access control or authentication. In an 802.1X secured network, the printer must be authenticated by a central authority, typically a RADIUS server, before it can access the physical network. You can enable and configure the printer to be used in an 802.1X secured network from the printer control panel or in CentreWare Internet Services.
Security 8. 9. 10. 11. 12. 13. If you selected EAP-TLS as the authentication method, you can allow the printer to encrypt 802.1X communication. Under Device Certificate (TLS) - Authentication Certificate, select the certificate that you want to use. To view or save a certificate, select the certificate from the menu, then click View/Save. Certificate details appear on the View/Save Device Certificate page. a.
Security System Timeout You can specify how long the printer waits to log out an inactive user. Setting System Timeout Values 1. 2. 3. 4. 5. 6. In CentreWare Internet Services, click Properties > Security. Click System Timeout. Under Web System Timer, type the inactive time, from 6 through 60,000 minutes, that the printer waits before it logs a user out of CentreWare Internet Services.
Security Overwriting Image Data Image data is any in-process or temporary user data on the hard drive, such as current jobs, queued jobs, temporary files, saved jobs, and saved folders. To ensure that image data on the printer hard drive cannot be accessed, you can delete and overwrite image data.
Security 6. To start a Standard disk overwrite: a. Click Start Disk Overwrite Now. b. Click OK to acknowledge the warning message. Note: Standard image overwrite takes approximately 20 minutes to complete. 7. To start a Full disk overwrite: a. Click Advanced Settings. b. Select Full. c. Click Start Disk Overwrite Now. d. Click OK to acknowledge the warning message. Note: Full image overwrite takes approximately 60 minutes to complete. Manually Deleting Image Data at the Control Panel 1. 2. 3. 4. 5. 6.
Security 10. Under Overwrite Mode, select an option: − Standard Image Overwrite deletes all image data from the printer memory and hard drive, except: • Jobs and folders stored in the Reprint Saved Jobs feature • Jobs stored in the Scan to Mailbox feature • Fax Dial Directories • Fax Mailbox contents − Full Image Overwrite deletes all image data from the printer memory and hard drive. 11. Click Apply. Scheduling Routine Deletion of Image Data at the Control Panel 1. 2. 3. 4. 5. 6. 7. 8.
Security PostScript Passwords The PostScript language includes commands that allow PostScript print jobs to change the printer configuration. By default, PostScript jobs can use these commands, and a password is not required. To ensure that unauthorized changes are not made, you can require PostScript jobs to include a password. You can enable the following passwords: • Run Start Job: This password controls the execution of the Sys/Start file.
Security USB Port Security You can prevent unauthorized access to the printer through USB ports by disabling the ports. Enabling or Disabling USB Ports 1. 2. 3. 4. In CentreWare Internet Services, click Properties > Security. Click USB Port Security. To enable a USB port, next to a port, select Enabled. To disable the ports, clear the check box. Click Apply. Notes: • • • If USB ports are disabled, you cannot use a USB card reader for authentication, update the software, or print from a USB Flash drive.
Security Displaying or Hiding Network Settings You can show or hide the IPv4 address or host name of the printer on the control panel touch screen. 1. In CentreWare Internet Services, click Properties > Security. 2. Click Display Network Settings. 3. Select Show IPv4 Address or Show Host Name. To hide network information, select Hide Network Information. 4. Click Apply. Displaying or Hiding Network Settings at the Control Panel 1. 2. 3. 4.
Security Hiding User Names on the Control Panel You can hide the user name of a logged-in user from displaying on the control panel. 1. In CentreWare Internet Services, click Properties > Security. 2. Click Hide User Name. 3. To hide the user name, under Hide User Name, click Yes. 4. Click Apply.
Security Verifying the Software You can test the printer software to confirm that it is operating correctly. The test checks software files to confirm that they are not corrupt. If the printer software appears to be functioning improperly, a Xerox representative can ask you to perform this test. 1. In CentreWare Internet Services, click Properties > Security. 2. Click Software Verification Test. 3. To begin the test, click Start test. 4. To interrupt and cancel the test, click Cancel.
Security Restricting Print File Software Updates You can restrict users from installing optional software features by sending a print file. This option restricts users from updating the software. 1. In CentreWare Internet Services, click Properties > General Setup. 2. Click Feature Installation. 3. To restrict users from installing features using the .csv file print method, under Allow Print File Updates, select Disable. 4. Click Apply.
Security Specifying Email and Internet Fax Recipient Restrictions 1. 2. 3. 4. 120 At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Security Settings > Valid Recipients. To allow users to send an email or Internet fax only to addresses in the address book, touch Limit to Address Book Entries Only. Touch Save.
Security Disabling the System Administrator Password Reset 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties > Security. Under Password Policies, click Admin Password. Click the Reset Policy tab. Under Password Reset Policy, click Disable Password Reset. Click Apply. CAUTION: If you disable the password reset feature, and forget the administrator password, you must schedule and pay for a Xerox representative to visit your company and reset the password.
Printing 5 This chapter includes: • Paper Management ......................................................................................................................................................124 • Saving and Reprinting Jobs ........................................................................................................................................126 • Printing Jobs from CentreWare Internet Services ....................................................................................
Printing Paper Management Setting Default Paper Type and Color You can specify the default settings for paper type and color. Note: After you set the initial default settings, changes made on this tab do not affect the paper type and color. 1. 2. 3. In CentreWare Internet Services, click Properties > General Setup > Paper Management. Under Paper Type and Paper Color, select the default paper type and color. Click Apply.
Printing Selecting Tray 1 Settings You can dedicate tray 1 to print only envelopes, print any acceptable paper except envelopes, or print all paper acceptable for your printer. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Device Settings > Paper Management > Tray 1 Usage. 3. Select an option. 4. Click Save. Setting Paper Size Preference Use Paper Size preference to control how paper sizes appear on the screen in inches or millimeters.
Printing Saving and Reprinting Jobs The Reprint Saved Jobs feature allows you to save your print job on the printer so that you can print it at any time. Enabling the Reprint Saved Jobs Feature 1. 2. 3. 4. In CentreWare Internet Services, click Properties > Services > Print From. Click Reprint Saved Jobs > Enablement. Under Enablement, select Enabled. Click Apply to save the new settings or Undo to retain the previous settings.
Printing Deleting a Folder 1. 2. 3. 4. Click Manage Folders. The list of existing folders appears. Select the folder you want to delete. The Delete Folder button activates. Click Delete Folder. A warning message appears informing you that the delete is permanent. Click OK to delete or Cancel to exit. Saving and Printing Jobs Saving a Job from Your Computer 1. 2. 3. 4. 5. 6. 7. 8. With your file open, click the File menu in the application, then click Print.
Printing Restoring Saved Jobs from an FTP Repository In CentreWare Internet Services, click Properties > Services > Print From. Click Reprint Saved Jobs > Restore Jobs. Under Settings, select FTP as the protocol. Select the address type and Port for the FTP server where the saved jobs are stored. Options are IPv4 Address, IPv6 Address, or Host Name. 5. Type the appropriately formatted address in the IP Address: Port field. The default port number is 21. 6.
Printing Printing Jobs from CentreWare Internet Services You can print .pdf, .ps, .pcl, and .xps files from CentreWare Internet Services. 1. In CentreWare Internet Services, click Print. The Job Submission page appears. 2. Type the name of the file in the File Name field, or click Browse to select the file from a local network or remote location. 3. Under Printing, select the desired options for the job. 4. Click Submit Job to print the document.
Printing Configuring General Print Settings 1. 2. 3. 4. 5. 6. 130 In CentreWare Internet Services, click Properties > Services. Click Printing > General. To print a Configuration Report when the printer is turned on, under Configuration Report, select Print at Power on. To restrict printing of the Configuration Report and Information Pages to the system administrator, under Configuration/Information Pages Report, select Restrict to SA.
Printing Printing an Error Sheet 1. 2. 3. 4. In CentreWare Internet Services, click Properties > Services. Click Printing > General. To print an error sheet when a print job fails, under Print Error Sheets, select Enable. Click Apply.
Printing Managing Banner Page Printing Options You can set the printer to print a banner page with each print job. The banner page contains information identifying the user and job name. You can set this option in the print driver, in CentreWare Internet Services, or at the control panel. Note: Enable Banner page printing in the print driver and at the control panel or in CentreWare Internet Services or a banner page does not print. Enabling Banner Page Printing in CentreWare Internet Services 1. 2. 3. 4.
Printing Configuring Secure Print Settings You can configure Secure Print settings to specify how the printer behaves when a user sends a Secure Print job to the printer. Configuring Secure Print Device Policies 1. 2. 3. To access the Secure Print page, click Properties > Services > Printing > Secure Print, or click Security > Secure Print. Click the Device Policies tab.
Printing Hold All Jobs You can enable and configure the Hold All Jobs feature to require users to release print jobs manually at the control panel. Configuring the Hold all Jobs Feature 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties > Services. Click Printing > Hold All Jobs. Under Enablement, select an option: − Hold all Jobs in a Private Queue: The printer holds sent jobs in a locked folder. Users must log in at the control panel to view, print, and delete jobs.
Printing UNIX, Linux, and AS/400 Printing UNIX-based printing uses LPD/LPR port 515 or lp to port 9100 to provide printer spooling and network print server functionality. Xerox® printers can communicate using either protocol. Xerox® Services for UNIX Systems Xerox® Services for UNIX Systems (XSUS) is an application that allows you to manage and print to multiple printers in UNIX and Linux environments. XSUS allows you to: • Configure and check the status of network connected printers.
Printing Installing XSUS Before you begin: Ensure that you have root or superuser privileges to install XSUS. 1. From the Xerox® Drivers and Downloads website, download the following .tgz files to a temporary directory: − Printer Model Package file which contains PPD files for all printer models. The file name is PrinterPkgXPXX_20xx_xx_xx.tgz. − Print Driver for your operating system. The available files are: • XeroxAIXpowerpcxpxx_x.xx.xx.tgz for the IBM RS6000 family. • XeroxHPUXXPXX_x.xx.xx.
Printing Installing the PPD on the Workstation 1. 2. 3. Download the Xerox® PPD for CUPS from the Drivers and Downloads page on the Xerox® Support website. Copy the PPD into the CUPS ppd/Xerox folder on your workstation. If you are unsure of the location of the folder, use the Find command to locate the PPD files. Follow the instructions that are included with the PPD. Adding the Printer 1. 2. 3. 4. Verify that the CUPS daemon is running.
Printing Print from USB This feature allows you to print a file that is stored on a USB Flash Drive from the USB port on the printer control panel. Before you begin: Enable USB ports. For details, see USB Port Security on page 115. Enabling Print from USB 1. 2. 3. 4. 138 In CentreWare Internet Services, click Properties > Services. Click Print From > Print from USB. Under Print from USB, select Enabled. Click Apply.
Printing Print from Mailbox Print from mailbox allows you to print a file that is stored in a folder on the printer hard drive. Enabling Print From Mailbox 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties > Services. Click Print From > Print From Mailbox. Under Scan to Mailbox, select Enabled. Under Print From Mailbox, select Enabled. Click Apply. Note: For instructions on using this feature, see the User Guide for your printer model.
Printing AirPrint Use AirPrint to print directly from a wired or wireless device without using a print driver. AirPrint is a software feature that allows for driverless printing from Apple iOS-based mobile devices and Mac OS-based devices. AirPrint-enabled printers let you print directly from a Mac or from an iPhone, iPad, or iPod touch. Notes: • • • 1. 2. 3. 4. 5. 6. 7. 140 AirPrint and all of its required protocols are enabled by default. Not all iOS applications support printing using AirPrint.
Printing Allowing Users to Interrupt Active Print Jobs 1. 2. 3. 4. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Device Settings > Interrupt Printing Enablement. Touch Enable. Touch Save.
Printing Specifying Output Settings 1. 2. 3. 4. 5. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Device Settings. Touch Output. Make the desired changes to the features: − Contention Management prioritizes copy and print jobs. • Priority specifies the relative priority of the copy or print jobs. The lower the number, the higher the priority. • First In/First Out schedules jobs to print based on their entry into the Job Queue.
Copying 6 This chapter includes: • Specifying Default Copy Settings at the Control Panel...................................................................................144 • Changing the Reading Order .....................................................................................................................................145 • Setting Copy Presets ..................................................................................................................................................
Copying Specifying Default Copy Settings at the Control Panel 1. 2. 3. 4. 5. 6. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings. Touch Copy Service. Touch Feature Defaults. Make the desired changes to the settings on the following tabs: − Copy: Output Color, Reduce/Enlarge settings, Paper Supply, 2-Sided Copying, and Copy Output settings. − Image Quality: Original Type, Image Options, Image Enhancement, and Color Balance settings.
Copying Changing the Reading Order You can change the order that pages are scanned in books, which impacts Book Copy and Book Fax features. You can also change the order that pages are printed, which impacts the Page Layout and Booklet Creation features. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Service Settings. 3. Touch Copy Service. 4. Touch Reading Order Options. 5. Under Scan Order or Print Order, touch an option. 6.
Copying Setting Copy Presets This section includes: • Accessing Copy Presets ................................................................................................................................................146 • Edge Erase Presets .........................................................................................................................................................146 • Changing Image Shift Presets .............................................................................
Copying Changing Reduce/Enlarge Presets 1. 2. 3. Touch Reduce/Enlarge Presets. To change a proportional preset: a. Touch Proportional %. b. Touch the desired preset. c. Type the percentage using the touch-screen keypad, or touch + or -. d. Touch OK. To change a preset that uses an independent percentage for the width and length of the image: a. Touch Independent %. b. Touch the desired preset. c.
Copying Specifying ID Card Copy Settings 1. 2. 3. 4. 148 At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings. Touch ID Card Copy Service. Do one or more of the following: − Enablement turns on or off the feature. Touch Save. − Side 1 & 2 Shared Defaults configures the default settings shared by both sides of the ID card copy. Touch Save Defaults.
Copying Disabling Automatic Image Rotation When you have Auto Reduce/Enlarge or Auto Paper selected, the printer automatically rotates the image as needed. You can disable image rotation when either Auto Reduce/Enlarge or Auto Paper is selected. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Service Settings. 3. Touch Copy Service. 4. Touch Auto Image Rotation. 5. Under Auto Reduce/Enlarge or Auto Paper, select Disable Rotation. 6. Touch Save.
Copying Enabling Toner Saver Toner Saver uses less toner, and enhances the appearance of shadows and gray areas. 1. In CentreWare Internet Services, click Properties > Services. 2. Click Copy > Setup. 3. Select Enabled. 4. Click Apply.
Copying Specifying Output Settings 1. 2. 3. 4. 5. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Device Settings. Touch Output. Make the desired changes to the features: − Contention Management prioritizes copy and print jobs. • Priority specifies the relative priority of the copy or print jobs. The lower the number, the higher the priority. • First In/First Out schedules jobs to print based on their entry into the Job Queue.
Scanning 7 This chapter includes: • Scanning to a Folder on the Printer ........................................................................................................................154 • Scanning to an Email Address ...................................................................................................................................158 • Workflow Scanning ................................................................................................................................
Scanning Scanning to a Folder on the Printer The Scan to Mailbox feature allows users to scan files to mailboxes, which are folders created on the printer hard drive. These files can then be retrieved through CentreWare Internet Services. This feature provides network scanning capability without the need to configure a separate server and is supported in Workflow Scanning. For details, see Workflow Scanning on page 163. For instructions on using this feature, see the User Guide for your printer model.
Scanning 4. 5. Under Password Management, type a minimum and maximum password length, and select any password policies that you want to apply. Click Apply. Managing Folders and Scanned Files Creating a Folder By default, all users are allowed to scan to the Default Public Folder. If this option has been enabled in Scan Policies, users can create and edit additional folders. To create a folder: 1. In CentreWare Internet Services, click Scan. 2. Under Display, select Mailboxes. 3.
Scanning 6. 7. Next to Cleanup time, select: − Hourly to have files deleted at the beginning of every hour. − Daily and specify the time of day for the delete process to run. Click Apply. Note: You can also delete scanned files from the Scan tab. Deleting Scan Folders You can modify or delete scan folders from two locations in CentreWare Internet Services. Deleting folders from either location deletes them from the printer. To delete folders from the Properties tab: 1.
Scanning Monitoring Capacity Capacity is the total space available for all mailboxes. Note: If the available space is less than 100 MB or the current percentage used is above 99%, your system requires cleanup to remove old, unneeded mailboxes and files. To view the current capacity usage: 1. In CentreWare Internet Services, click Properties > Services. 2. Click Scan to Mailbox > Capacity. − Capacity: The total amount of space available on the printer for scanned images.
Scanning Scanning to an Email Address The email feature allows you to scan a document and send it to an email address as an attachment. Before you begin: • Configure SMTP settings. Note the IP Address or host name of your SMTP server. For details, see Configure SMTP Server Settings on page 49. • Create an email account for the printer. The printer uses this address as the default text in the From: field of the email. For instructions on using this feature, see the User Guide for your printer model.
Scanning Configuring General Email Settings On the Email Setup page, click the General tab. Next to Subject, type the text that you want to appear in the subject line of emails sent from the printer. 3. Next to Message body, type the text that you want to appear in the body of emails. 4. To include the user name or email address in the body of emails, under User, select User Name or Email Address. 5. To include attachment information in the message body, select Number of Images, or Attachment File Type. 6.
Scanning Configuring Address Book Settings 1. 2. 3. 4. 5. 6. 7. On the Email Setup page, click the Address Books tab. To configure the Address Book settings stored in the printer, on the Address Books tab, next to Device Address Book, under Action, click Edit. To use a Network Address book, configure LDAP server settings. Next to Network Address Book (LDAP), under Action, click Edit.
Scanning Configuring Email Security Settings Configuring Encryption and Signing Settings 1. 2. On the Email Setup page, click the Security tab. To edit encryption and signing settings, on the Security tab, under Encryption/Signing, click Edit. Configuring Email Signing Settings Before you begin: • Configure Smart Card Authentication. For details see Configuring Smart Card Authentication on page 74. • Ensure that signing certificates are installed on all Smart Cards. 1. 2. 3. 4. 5.
Scanning Editing User Policy Settings 1. 2. 3. 4. 5. On the Email Setup page, click the Security tab. To edit User Policies, under User Policies, click Edit. To restrict authenticated users from sending emails to others, next to Only send to Self, select On. This setting disables the New Recipient and Address Book buttons, preventing users from adding additional recipients. To require users to select email addresses from an address book, next to Restrict Manual Entry of Email Address, select On.
Scanning Workflow Scanning Workflow Scanning allows you to scan an original document, distribute, and archive the scanned image file. The Workflow Scanning feature simplifies the task of scanning many multi-page documents and saving the scanned image files in one or more file locations. To specify how and where scanned images are stored, create a template. You can create, manage, and store multiple templates in a template pool repository on a network server.
Scanning FTP or SFTP Before you begin: • Ensure that FTP or SFTP services are running on the server or computer being used to store scanned image files. Note the IP address or host name. • Create a user account and password with read and write access for the printer to use to access the repository folder. Note the user name and password. • Create a folder within the FTP or SFTP root. Note the directory path, user name, and password. This folder is your file repository. • Test the connection.
Scanning NetWare Before you begin: • Enable and configure NetWare protocol settings. For details, see NetWare on page 61. • On the NetWare server, create a folder. This folder is your file repository. Note the server name, server volume, directory path, the NDS Context and Tree, if applicable. • Create a user account and password with read and write access for the printer to use to access the repository folder. Note the user name and password. • Test the connection.
Scanning SMB Before you begin: • Ensure that SMB services are running on the server or computer where you want to store scanned image files. Note the IP address or host name. • On the SMB server, create a shared folder. This folder is your file repository. Note the directory path, Share Name of the folder, and the Computer Name or Server Name. • Create a user account and password with read and write access for the printer to use to access the repository folder. Note the user name and password.
Scanning HTTP/HTTPS Before you begin: • Enable HTTP or Secure HTTP (SSL). Ensure that a certificate is installed on the printer if you are using SSL. • Configure your Web server, and ensure that HTTP/HTTPS services are running. POST requests and scanned data are sent to the server and processed by a CGI script. Note the IP address or host name of the Web server. • Create a user account and password for the printer on the Web server. Note the user name and password.
Scanning 8. 9. 10. 11. 12. 13. 14. To verify that a digital certificate is installed on the printer, for HTTPS, click View Trusted SSL Certificates. To validate the SSL certificate used for HTTPS, select Validate Repository SSL Certificate. In the Script path and filename field, type the path to the CGI script starting at the root. For example, //directoryname/foldername. To download working example scripts, click Get Example Scripts. In the Document Path field, type the directory path of the folder.
Scanning Adding a Fax Destination 1. 2. 3. 4. Under Fax Destinations, click Add. Type a fax number in the Add Fax Number field, then click Add. Under Delivery, select Delayed Send and type a time if you want to send the fax at a specific time. Click Apply to save the new settings or Cancel to return to the previous screen. Adding Document Management Fields You can add fields to the template to help you manage scanned image files. The fields display when you select the template at the control panel.
Scanning Configuring a Template to Create a Password-Protected PDF You can edit a template to create an encrypted PDF file, and require users to protect the scanned PDF file with a password. When a user selects the scan template at the control panel, the printer prompts the user to create a password, or accept a default password. The password is required to open the PDF file. 1. Edit the Default Template on the Default Template page, or create a template on the Scan tab. 2.
Scanning 5. 6. If you are using a template pool repository, the printer must access the repository to access the network templates. Under Login Source, select None to allow the printer to access the repository without authenticating, or select one of the following: − Authenticated User: The printer uses the user name and password of the authenticated user to access the server. − Prompt at User Interface: Users type the login name and password at the control panel.
Scanning Configuring Custom File Naming You can customize the naming convention of files generated during Workflow Scanning. For example, you can: • Assign file names in a numbered sequence. • Select standard options or add custom text. • Add advanced features such as including the date and time in the name. To customize file names: 1. In CentreWare Internet Services, click Properties > Services. 2. Click Workflow Scanning > Single-Touch Service. 3. Click Create. 4.
Scanning Updating the List of Templates at the Control Panel If you change a template stored in a template pool repository, you can update the list of templates that appears on the control panel. Note: If you are not using a template pool repository, to return a partial list of templates, select Update Now. This option does not update workstation-based templates created using the Xerox® Scan Utility. 1. 2. 3. 4. Press the Services Home button on the control panel, then touch the Workflow Scanning icon.
Scanning Scan to USB You can insert a USB Flash Drive into the printer, scan a document, and store the scanned file on the USB drive. Before you begin: Enable USB ports. For details, see USB Port Security on page 115. Enabling Scan to USB 1. 2. 3. 4. 174 In CentreWare Internet Services, click Properties > Services. Click Scan to USB > General. Under Enablement, select Enabled. Click Apply to save the new settings or Undo to retain the previous settings.
Scanning Scanning to a User Home Folder Use the Scan to Home feature to scan to their home folder, as defined in your LDAP directory, or to a shared network folder. Before you begin: Configure authentication. For details, see Configuring Authentication Settings on page 68. 1. In CentreWare Internet Services, click Properties > Services. 2. Click Scan to Home > General. 3. Under Status, click Enabled. 4. Type a Friendly Name.
Scanning 13. Under Login Credentials to Access the Destination, select an option: − Authenticated User and Domain instructs the printer to use the user name and domain of the logged-in user when accessing the repository. − Logged-in User instructs the printer to log in to the repository using the credentials of the logged-in user. − Prompt at User Interface instructs the printer to prompt users at the control panel for the repository credentials.
Scanning Configuring the Printer for the Xerox Scan Utility The Xerox® Scan Utility allows you to scan directly to your computer and helps you manage and distribute scanned image files. Before you can scan, create a template in the utility. The template is saved on the printer. The Xerox® Scan Utility installs when you install scan drivers. Notes: • • • • Before scanning using the Xerox® Scan Utility, ensure that Secure HTTP (SSL) is enabled, and a certificate is installed on the printer.
Scanning Enabling Remote Scanning using TWAIN Enable Remote Start to allow users to scan images into a TWAIN-compliant application using the TWAIN driver. Before you begin, enable the Scan Extension Web service. For details, see HTTP - Web Services on page 56. 1. In CentreWare Internet Services, click Properties > Services. 2. Click Workflow Scanning > Remote Start (TWAIN). 3. Under Start Job via Remote Program, click On. 4. Click Apply.
Scanning Configuring Scan To Destination The Scan To Destination feature allows you to associate scan destinations with address book contacts. Users can select these contacts when scanning using the Scan To feature. Before You Begin • • Add at least one contact to the Device Address Book. Add scan destinations to address book contacts. For details, see Address Books on page 231. Configuring Default Scan Settings 1. 2. 3. In CentreWare Internet Services, click Properties > Services.
Faxing 8 This chapter includes: • Fax Overview....................................................................................................................................................................182 • Fax .......................................................................................................................................................................................183 • Internet Fax ........................................................................................
Faxing Fax Overview You can send a fax in one of four ways: • Fax, or embedded fax, scans the document and sends it directly to a fax machine. • Server Fax scans the document and sends it to a fax server, which transmits the document to a fax machine. • Internet Fax scans the document and emails it to a recipient. • LAN Fax sends the current print job as a fax. For details, see the print driver software. Note: Not all options listed are supported on all printers.
Faxing Fax This section includes: • Configuring Required Fax Settings..........................................................................................................................183 • Configuring Address Book Settings .........................................................................................................................184 • Fax Security ............................................................................................................................................
Faxing Enabling Embedded Fax 1. 2. 3. 4. 5. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings > Embedded Fax Settings. Touch Fax Setup. Touch Enable. Touch Save. Setting the Fax Country at the Control Panel 1. 2. 3. 4. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings > Embedded Fax Settings > Fax Country Setting. Select your country from the list. Touch Save.
Faxing Fax Security When the Fax Secure Receive feature is enabled, users must type a fax passcode to release a fax. Fax passcodes are also used to secure fax mailboxes. You can specify the required fax passcode length. Notes: • • Existing passcodes are not changed. If you edit an existing passcode after changing the passcode length requirement, the new password must meet the current length requirement. Configuring Fax Passcode Length 1. 2. 3. 4.
Faxing Enabling or Disabling the Secure Fax Feature To secure fax transmissions, enable the Secure Fax feature. When Secure Fax is enabled, a password is required before a fax can be printed or deleted. 1. On the Incoming Fax Defaults screen, touch Secure Receive Settings. 2. Under Secure Receive, to turn on Secure Receive, touch Passcode Protect. Note: The default password is 1111. 3. 4. 5. To change the passcode, type the new passcode using the touch screen keypad.
Faxing Setting Transmission Defaults 1. 2. 3. 4. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings > Embedded Fax Settings. Touch the down arrow to scroll. Touch Transmission Defaults. Setting Automatic Redial 1. 2. 3. On the Transmission Defaults screen, touch Automatic Redial Setup. Use the arrows to set: − Redial Time Interval is the time interval before the fax system redials after a failed transmission. The range is 1–25 minutes.
Faxing Setting Fax Feature Defaults The printer uses the default fax feature settings on all embedded fax jobs unless you change them for an individual job. You can modify the default fax feature settings. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Service Settings > Embedded Fax Settings. 3. Touch Feature Defaults. 4.
Faxing 5. 6. 7. 8. To customize the name of the attachment, click Customize. a. Under Display, select the check boxes next to Date or Time to add the date or time to the file name. b. To customize the file name, type the new name in Custom Text, then click Add. c. Under Position, select an item, and click the arrows to arrange the items as you want them to appear in the file name. d. Click Save. Type the Message text for the body of the email. Type the Signature text for the email message. Click Save.
Faxing Disabling Fax Forwarding 1. 2. 3. 4. In CentreWare Internet Services, click Properties > Services > Fax > Setup. Click Forwarding. To disable fax forwarding for a line, next to No Fax Forwarding, select Apply to Fax Line 1 or Apply to Fax Line 2. To save, click Apply. Fax Polling Fax Polling allows you to store a fax document on the printer and make it available for other fax machines to poll. You can also retrieve faxes stored on other fax machines.
Faxing Fax Mailboxes You can store faxes locally in the printer or on a remote fax machine. You can use Remote Polling to print or access a stored fax. There are 200 available fax mailboxes. Editing a Fax Mailbox 1. 2. 3. 4. 5. 6. 7. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Service Settings > Embedded Fax Settings. Touch Mailbox Setup. Touch a mailbox in the Mailbox List, then touch Edit.
Faxing Touch Confirmation Report, then touch an option: − Always Print prints a confirmation report every time. − Off never prints a confirmation report. − Print On Error prints a confirmation report only when a fax transmission error occurs. 7. Touch Print Options to specify thumbnail image printing options: • Touch Reduced Image to print a smaller thumbnail image of the first page of the fax on the confirmation report.
Faxing Server Fax Server fax allows you to send a fax over a network to a fax server. The fax server then sends the fax to a fax machine over a phone line. Before you can send a server fax, configure a fax filing repository, or filing location. The fax server retrieves the documents from the filing location and transmits them over the telephone network. You can also print a transmission report. Note: Not all printer models support this feature.
Faxing 6. 7. Under Login Credentials to Access the Destination, select an option: − Authenticated User and Domain instructs the printer to use the user name and domain of the logged-in user when accessing the repository. − Logged-in User instructs the printer to log in to the repository using the credentials of the logged-in user. − System instructs the printer to use specific credentials when accessing the repository. If you select System, type the credentials in the User Name and Password fields.
Faxing Configuring a Fax Repository Using HTTP/HTTPS Before you begin: • Ensure that Web services are installed on the server where you want to store scanned images. Examples of Web servers include Microsoft Internet Information Services (IIS) and Apache. Note the IP address or host name of the server. • For HTTPS, ensure that your Web server is installed with a secure certificate. • Create a user account and password for the printer.
Faxing Configuring a Fax Repository Using Netware Before you begin: Enable and configure Netware settings. For details, see NetWare on page 61. 1. In CentreWare Internet Services, click Properties > Services. 2. Click Server Fax > Fax Repository Setup. 3. From the Protocol menu, select NetWare. 4. Type the Repository Server, Server Volume, NDS Tree, NDS Context, and Document Path. 5.
Faxing Configuring Layout Adjustment Settings 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties > Services. Click Server Fax > Defaults and Policies. Under Layout Adjustment, click Edit. Set the desired parameters. Click Apply to save the new settings or Undo to retain the previous settings. Configuring Server Fax Filing Options 1. 2. 3. 4. 5. In CentreWare Internet Services, click Properties > Services. Click Server Fax > Defaults and Policies. Under Filing Options, click Edit.
Faxing Internet Fax Internet fax allows you to scan documents at the control panel, send them to destination email addresses, or receive and print emails with attachments. You can also print a transmission report. A telephone line connection is not required. Accessing the Internet Fax Setup Page 1. 2. In CentreWare Internet Services, click Properties > Services. Click Internet Fax > Setup. Configuring Required Settings 1. 2. 3. On the Internet Fax Setup page, click the Required Settings tab.
Faxing 10. Next to Signature, type the information that appears at the end of the email message. 11. Next to Confirmation Sheet, select an option: − Errors Only instructs the printer to print a confirmation sheet only when a transmission error occurs. The confirmation sheet lists error information and indicates that the job has reached the SMTP server. The confirmation sheet does not indicate that the email message was delivered. − On instructs the printer to print a confirmation sheet.
Faxing 7. 8. To allow users to create or edit contacts in the Device Address Book from the printer control panel, select All Users. Click Apply. Note: If the Network Address Book does not appear, on the LDAP Server configuration page, ensure that Internet fax is not set to No Mappings Available. This setting prevents the Network Address Book from displaying on the Internet fax page.
Faxing LAN Fax Local Area Network (LAN) Fax allows you to send faxes using the print driver on your computer to a fax machine over a telephone line. For details about using or configuring LAN Fax, see the print driver software help. Note: Not all printer models support this feature. Some printers require an optional fax hardware kit.
Accounting 9 This chapter includes: • Xerox Standard Accounting .......................................................................................................................................204 • Network Accounting .....................................................................................................................................................211 • Accounting Using an Auxiliary Access Device .......................................................................................
Accounting Xerox Standard Accounting Xerox Standard Accounting (XSA) tracks the numbers of copy, print, scan, and fax jobs for each user. You can set limits to restrict the total number of jobs by type that a user can produce. You can then generate reports listing usage data for individual users and groups. When XSA is enabled, users must log in to the printer before accessing services. They must also provide their account details in the print driver before printing documents from a computer.
Accounting General and Group Accounts You can create a group account to track and limit the number of copies, prints, scans, and faxes for a group of users. The number of copies, prints, scans, and faxes of each user are tracked against the user account and the group account. You can limit the usage for each user. You can create a general account to track the total usage for a group of users. The number of copies, prints, scans, and faxes of each user are not tracked against the user account.
Accounting 5. Under Color Impressions, next to Prints or Copies, type the maximum number of impressions or sent images allowed for the user. 6. Under Black Impressions, next to Prints or Copies, type the maximum number of impressions or sent images allowed for the user. 7. Under Scanned Images, type the maximum number of impressions or sent images allowed for the user. 8. Under Fax Images, next to Sent or Black Faxed Impressions, type the maximum number of impressions or sent images allowed for the user.
Accounting 10. Under Limits, select an option: − Quick Setup for All Users allows you to set a default limit for all services for all users. Under Default for All Services, type the limit. − Manual Setup for All Users allows you to set the limit for each service and impression type. Under User Limits, type the limit. − Import Existing Limits from File allows you to import limits from your .csv file. Under Imported heading, select the column heading from your .
Accounting Downloading a Sample File You can download a sample file to see how to format your .csv file for import. 1. On the Accounting page, next to Users and Limits, click Edit. 2. From the Management Actions menu, select Download Sample. 3. Under Delimiting Character, select an option. 4. Under Language, select the language of the text in your .csv file. 5. Click Generate. Exporting User Information 1. 2. 3. 4. 5. On the Accounting page, next to Users and Limits, click Edit.
Accounting Usage Limits Once a user reaches their maximum usage limit, they are no longer able to use that feature until the administrator resets their limit. When they log in to the printer, they are presented with a notification message that their limit has been reached for that feature. Any impressions made after a user reaches their limit are subtracted from their limit once it is reset.
Accounting Configuring Validation Policies and Print Job Exceptions You can set validation policies and configure print job exceptions for unidentified print jobs. Unidentified jobs are jobs that are not associated with a user name. Unidentified jobs originate from a computer that does not require a user to log in. Examples are a job sent from a DOS or UNIX window using LPR, Port 9100, or from the Jobs tab in CentreWare Internet Services. Validating Accounting Codes 1. 2. 3. 4. 5. 6.
Accounting Network Accounting Network Accounting allows you to manage printer usage with detailed cost analysis capabilities. Print, scan, Internet fax, server fax, and copy jobs are tracked at the printer and stored in a job log. All jobs require authentication of User ID and Account ID, which are logged with the job details in the job log. Users are prompted for accounting information when submitting jobs to the printer.
Accounting 6. 7. 8. Under Server URL, type the URL of your job limits server. Under Timeout, type the time in seconds that the printer waits for the job limits server to respond to job approval requests before it disconnects. Click Save. Configuring Job Limits Server Settings 1. 2. 3. 4. On the Accounting page, under Action, next to Job Limits Server (Pre-Authorization), click Edit. Under Server URL, type the URL of your job limits server.
Accounting Configuring Validation Policies and Print Job Exceptions You can set validation policies and configure print job exceptions for unidentified print jobs. Unidentified jobs are jobs that are not associated with a user name. Unidentified jobs originate from a computer that does not require a user to log in. Examples are a job sent from a DOS or UNIX window using LPR, Port 9100, or from the Jobs tab in CentreWare Internet Services. Validating Accounting Codes 1. 2. 3.
Accounting Accounting Using an Auxiliary Access Device You can configure the printer to use an auxiliary access device for accounting. Before you begin, purchase and install the Auxiliary Interface Kit. An Auxiliary Interface Kit, or a Foreign Device Interface Kit, is a third-party access and accounting device. These kits, such as a coin operated printer accessory or a card reader, can be attached to the printer. Installation instructions are included with the Foreign Device Interface Kit.
Accounting Selecting Services to Restrict or Track 1. 2. 3. 4. 5. 6. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Accounting Settings > Accounting Mode. Touch Auxiliary Access > Service Access and Accounting. Touch the services in the list that you want to restrict. To track copy or print services, select Copy or Printing. Touch Save. Setting the Job Timeout 1. 2. 3. 4. 5. 6.
Accounting Enabling Accounting in Print Drivers Enabling Accounting in a Windows Print Driver 1. 2. 3. 4. 5. 6. 7. 8. 9. From the Start menu, select Printers and Faxes. Right-click the printer in the list, and select Properties > Configuration > Accounting. From the Accounting System menu, select Xerox Standard Accounting or Auditron, or Xerox Network Accounting. Select Always Prompt to prompt users to type their User ID and Account ID each time they print.
Accounting Printing a Copy Activity Report The copy activity report is a usage report that prints after each copy session. The report lists details about the job and the number of copies made during the session. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Accounting Settings > Copy Activity Report. 3. Touch Enable. 4. Touch OK.
Administrator Tools 10 This chapter includes: • Monitoring Alerts and Status ....................................................................................................................................220 • Energy Saving Settings ................................................................................................................................................222 • Remote Control Panel .....................................................................................................
Administrator Tools Monitoring Alerts and Status The Description and Alerts page displays printer information, such as printer name and location, as well as a list of any current alerts. You can view alert information, such as the status code, description of the issue, and the suggested skill level required to resolve the problem. To view alerts: 1. In CentreWare Internet Services, click Status > Description & Alerts. The Description and Alerts page appears. 2. To update the page, click Refresh.
Administrator Tools Local UI Alerts You can specify when you want the printer to display a warning on the control panel if the printer scan disk memory is low. Low memory can cause the printer to slow down or lose jobs. 1. In CentreWare Internet Services, click Properties > General Setup. 2. Click Alert Notification > Local UI Alerts. 3. Under Scan Disk Memory Warning, select the estimated number of scanned pages that can be held in scan memory before a warning appears.
Administrator Tools Energy Saving Settings Setting Energy Saver Mode 1. 2. 3. 4. 5. 6. 7. 8. 9. In CentreWare Internet Services, click Properties > General Setup. Click Energy Saver. Under Timers, select an option: − Specify how long the printer remains idle before automatically going from standby mode to low-power mode. − Specify how long the printer remains idle before automatically going from low-power mode to sleep mode.
Administrator Tools Remote Control Panel Remote Control Panel allows you to access the control panel of the printer from a Web browser. To enable the Remote Control Panel feature: 1. In CentreWare Internet Services, click Support > Remote Control Panel. 2. Under Configuration, click Edit. 3. Under Enablement, select Enable and select an option: − For Admin only allows system administrators to access the Remote Control Panel.
Administrator Tools Entry Screen Defaults Use this page to set the default screens that appear on the touch screen when you press buttons on the printer control panel. 1. In CentreWare Internet Services, click Properties > General Setup. 2. Click Entry Screen Defaults. 3. Under Services, select the default screen that appears when you press the Services button on the control panel. 4. Under Job Status, select the default screen that appears when you press the Job Status button on the control panel. 5.
Administrator Tools Setting the Date and Time Setting the Date and Time in CentreWare Internet Services 1. 2. 3. 4. In CentreWare Internet Services, click Properties > General Setup. Click Date and Time. Under Date and Time Setup, select: − Automatic using NTP to allow the NTP service to set the time automatically. − Manual (NTP Disabled) to set the date and time manually. If you are using an NTP server, select the address type. Options are IPv4 Address or Host Name.
Administrator Tools Smart eSolutions and Billing Information Smart eSolutions Smart eSolutions is a suite of features that simplifies printer ownership and administration. It provides free services to enable administration of metered billing and supplies replenishment plans for printers on a network. Before you can use Smart eSolutions, register the printer for Smart eSolutions.
Administrator Tools MeterAssistant MeterAssistant automatically submits meter reads to Xerox from network printers. This process eliminates the need to collect and report meter read information manually. To view the last transmission of Billing Meter information for your printer: 1. In CentreWare Internet Services, click Status > SMart eSolutions. 2. Click MeterAssistant®. The number of impressions is listed in the table. Note: If the count is zero, no data has been transmitted to Xerox®. 3.
Administrator Tools View Usage and Billing Information Usage Counters The Usage Counters page displays the total number of pages printed or generated by the printer. You can see usage amounts for impressions made, sheets, images used, and images printed, copied, and faxed. 1. In CentreWare Internet Services, click Status > Usage Counters. 2. To update the page, click Refresh. 3. To download the list, click Download File to Your Computer, then right-click on the link.
Administrator Tools Billing Impression Mode The Billing Impression Mode defines how the printer tracks impressions made on large-size paper, such as A3 or tabloid size paper. There are two modes: • A3 Impressions counts all impressions equally. • A4 Impressions counts large impressions as their A4 equivalent. A Xerox representative sets the Billing Impression Mode for your printer. To change the Billing Impression Mode: 1.
Administrator Tools Cloning Cloning allows you to save your current printer settings to a file to use as a backup and restore file for your printer. You can also use a clone file to copy your printer settings to other printers. Note: If you are using a clone file to copy your printer settings to another printer, ensure that both printers are the same model and have the same version of software installed. To determine the software version: 1.
Administrator Tools Address Books This section includes: • Device Address Book .....................................................................................................................................................231 • Network Address Book .................................................................................................................................................235 • LAN Fax Address Book.....................................................................................
Administrator Tools Managing Groups Groups allow you to send a file to multiple address book contacts at the same time. Unknown Groups are unrecognized groups that were created in an address book that you imported from another printer. You can convert unknown groups to a fax group, then add or remove contacts from the group as needed. 1. In CentreWare Internet Services, click Address Book. 2. Under Fax, select Groups, then click Add Group. 3. In Group Name, type a name for the group. 4.
Administrator Tools Before You Begin Configure the POP3 settings. For details, see POP3 on page 57. Configuring Import Using Email 1. 2. 3. 4. 5. 6. 7. In CentreWare Internet Services, click Address Book. Under Management, select Import Using Email. Under Enablement, select On. To allow the printer to add the email addresses of all senders to the Device Address Book, under Email Type, select All Emails.
Administrator Tools 11. If the current address book fields do not match exactly the imported file fields, the headings appear. The unmapped fields are highlighted. To assign a mapping to the field, select a heading from the list. 12. Click Import Address Book. Editing the Device Address Book as a .csv File To manage many addresses, you can create and edit a list in a spreadsheet application. You can save the list as a .csv file and upload it to the printer. Downloading a Sample .
Administrator Tools Network Address Book The Network Address Book looks up addresses from an LDAP directory. If you do not have an LDAP server, you can use the Device Address Book. Configuring the Network Address Book for Email Before you begin, configure LDAP server settings. For details, see LDAP on page 51. 1. In CentreWare Internet Services click Properties > Services > Email > Setup > Address Books. 2.
Administrator Tools Font Management Utility The CentreWare Font Management Utility allows you to manage fonts on one or more printers on your network. Use the utility to download soft fonts to your printer, such as your company branded fonts or unicode fonts to support multiple languages. Then you can add, delete, or export the fonts to a file. You can add or delete printers in the utility printer list to display only those printers you want to manage.
Administrator Tools Network Logs Log files are text files of recent printer activity that are created and stored in the printer. Log files are used to monitor network activity or troubleshoot network problems. A Xerox customer support representative can interpret the encrypted format log files. Downloading a Network Log Using a USB Flash Drive 1. 2. 3. 4. 5. 6. 7. 8. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Network Settings > Network Logs.
Administrator Tools Customizing Printer Contact Information The support page In CentreWare Internet Services displays contact information for service and supplies as well about the system administrator. You can customize this information to display your company contact information for printer users. To add your own custom information: 1. In CentreWare Internet Services, click Support. 2. Click Edit Settings. 3. Update the fields with your information, then click Save.
Administrator Tools Xerox Online Support Xerox Online Support allows you to access and print help, maintenance, and troubleshooting information by touching an icon on the control panel touch screen. Before you begin: If your network uses a proxy server, configure the Proxy Server settings of the printer to ensure that the printer can connect to the Internet. Enabling Xerox Online Support 1. 2. 3. 4. In CentreWare Internet Services, click Properties > Services. Click Service Registration.
Administrator Tools Restarting the Printer in CentreWare Internet Services 1. 2. In CentreWare Internet Services, click Status > Description & Alerts. At the bottom of the page, click Reboot Machine, then click OK. Notes: • • If your printer is locked, type the system administrator user name and password to access the Properties tab. The administrator user name is admin and the default password is 1111. This procedure causes the printer to restart and be unavailable over the network for several minutes.
Administrator Tools Taking the Printer Offline To prevent the printer from either sending or receiving jobs over the network at any given time, you can take the printer offline. Taking the printer offline allows you to perform printer maintenance without jobs being sent to the printer. When the printer is offline, any services, such as Workflow Scanning, are unavailable. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Network Settings. 3.
Administrator Tools Resetting the Printer to Factory Default Settings 1. 2. 3. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Device Settings > Reset UI to Factory Settings. Touch Restart. CAUTION: All current settings are lost. All settings are reset to factory defaults.
Administrator Tools Updating the Printer Software You can update your printer when Xerox releases a new version of printer software or firmware. • Determine the current software version of your printer. • Download the latest software update file in .dlm format for your printer model: − WorkCentre 5845/5855 Multifunction Printer: www.xerox.com/office/WC58XAdrivers − WorkCentre 5865/5875/5890 Multifunction Printer: www.xerox.com/office/WC58XBdrivers To determine the software version: 1.
Administrator Tools 6. Click Install Software. After the software file is submitted, the printer restarts. Note: CentreWare Internet Services is unavailable while the software is installing. 7. Check the configuration report to verify that the software has updated. Manually Updating the Software Using a USB Flash Drive 1. 2. 3. 4. Create a directory folder on your USB Flash Drive called UPGRADE. Copy the software .dlm file to this directory.
Administrator Tools Adjusting Color, Image, and Text Detection Settings 1. 2. 3. 4. 5. At the printer control panel, press the Machine Status button, then touch the Tools tab. Touch Device Settings. Touch Input. Adjust how the printer detects color, images, and text in original documents. − Auto Color Detection lets you customize the bias based on the type of originals being scanned and the output required.
Customization and Expansion 11 This chapter includes: • Xerox Extensible Interface Platform .......................................................................................................................248 • Auxiliary Interface Kit ..................................................................................................................................................249 • Driver Download Link.................................................................................................
Customization and Expansion Xerox Extensible Interface Platform Xerox Extensible Interface Platform® (EIP) allows independent software vendors and partners to develop personalized and customized document management solutions. These solutions can be integrated and accessed directly from the printer control panel. These solutions can leverage existing printer infrastructure and databases. Examples of applications include ScanFlow Store, Scan to PC Desktop, Equitrac Office, and others.
Customization and Expansion Auxiliary Interface Kit An Auxiliary Interface Kit, or a Foreign Device Interface Kit, is a third-party access and accounting device. These kits, such as a coin operated printer accessory or a card reader, can be attached to the printer. Installation instructions are included with the Foreign Device Interface Kit. 1. At the printer control panel, press the Machine Status button, then touch the Tools tab. 2. Touch Accounting Settings. 3. Touch Accounting Mode > Auxiliary Access.
Customization and Expansion Driver Download Link The driver installation link appears on the CentreWare Internet Services Welcome, Print, and Support pages. This link goes to the default driver and downloads page for your printer on the Xerox Support website. You can hide or customize this link to go to a location on your network where you post driver installation files for users. Customizing or Hiding the Driver Download Link 1. 2. 3. 4. 5.
Customization and Expansion Creating a Custom Single-Touch Scan Service You can create a custom scan service and associate the service with a scan template. You can also customize the icons and text that appears on the printer touch screen. Notes: • • • After you create a service, you can edit the description but not the name of the service. You can create up to 10 services.
Customization and Expansion 6. 7. Click Apply. To see how the service looks on the printer touch screen, click Preview. On the Design Your Service page, do the following as needed: − To specify the image settings that are available to users, click the Additional Features tab. − To specify the custom icon image files that you want to appear on the Service Home page, click the Services Home Presentation tab. Specifying the Image Settings Available to Users 1. 2.
Customization and Expansion Associating a Scan Template with Your Service You can associate a scan template with your service, or use the default template. A template contains scan settings and at least one destination for the scanned image files. Note: If you select Default Template, you must configure the default template and add at least one file destination to the template. 1. 2. 3. On the Configure Your Service page, under Action, next to Select a Scan Template, click Edit.
Customization and Expansion Weblet Management Weblets are small HTML and JavaScript-based applications that you can install on the printer to customize the touch-screen. You can download weblets from the Xerox Home Page. Enabling Weblet Installation 1. 2. 3. In CentreWare Internet Services, click Properties > Services > Custom Services > Weblet Management. Enable weblet installation. Next to Install Policy, under Action, click Edit. a. Select Allow Installation. b. Click Apply.
Customization and Expansion Configuring Weblet Settings To configure settings for a specific weblet, next to the weblet name, under Action, click Edit.
Audit Log Event Identification Numbers A This appendix includes: • Audit Log Event Identification Numbers ..............................................................................................................
Audit Log Event Identification Numbers Audit Log Event Identification Numbers Event Identification Number Description 1 System startup 2 System shutdown 3 Manual On-Demand Image Overwrite (ODIO) Standard (start) 4 Manual ODIO Standard (complete) 5 Print job 6 Network scan job 7 Server fax job 8 Internet fax 9 Email job 10 Audit Log (disable) 11 Audit Log (enable) 12 Copy 13 Embedded fax 14 LAN fax job 15 Data encryption (enable) 16 Manual ODIO Full (start) 17 Manual ODIO
Audit Log Event Identification Numbers Event Identification Number Description 37 SSL 38 X509 certificate 39 IPsec (enable/disable/configure) 40 SNMPv3 41 IP Filtering rules 42 Network Authentication (enable/disable/configure) 43 Device clock 44 Software upgrade 45 Cloning 46 Scan metadata validation 47 Xerox Secure Authentication (enable/disable/configure) 48 Service login copy mode 49 Smartcard access 50 Process terminated 51 ODIO scheduled 53 CPSR backup 54 CPSR restor
Audit Log Event Identification Numbers Event Identification Number Description 77 Remote Scan feature (enable/disable) 78 Remote Scan job submitted 79 Scan to Web Service job (complete) 80 SMTP connection encryption 81 Email Domain Filtering rule 82 Software self test (start) 83 Software self test (complete) 84 McAfee Security state 85 McAfee Security event 86 87 McAfee Agent 88 Digital Certificate import failure 89 User name (add/delete) 90 User name password change 91 Embedde
