Xerox Workcentre 5325 5330 5335 Administrators Guide 5300 Series Multifunction Printer System Administrator

2015-04-02

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Xerox
®
WorkCentre
®
5325 / 5330 / 5335
System Administrator Guide
Guide de l’administrateur système
Español Guía del administrador del sistema
Português Guia de Administração do Sistema
Xerox WorkCentre 5325 / 5330 / 5335
Multifunction Printer
Imprimante multifonction
© 2012 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 Unpublished rights reserved under the copyright laws of the United States.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.
Copyright protection claimed includes all forms of matters of copyrightable materials and information now allowed by statutory or
judicial law or hereinafter granted, including without limitation, material generated from the software programs which are displayed
on the screen such as styles, templates, icons, screen displays, looks, and so on.
XEROX® and XEROX and Design®, Phaser®, PhaserSMART®, CentreWare®, PrintingScout®, Walk-Up®, WorkCentre®, FreeFlow®,
SMARTsend®, Scan to PC Desktop®, MeterAssistant®, SuppliesAssistant®, Xerox Secure Access Unified ID System®, Xerox Extensible
Interface Platform®, ColorQube®, Global Print Driver®, and Mobile Express Driver® are trademarks of Xerox Corporation in the
United States and/or other countries.
Adobe® Reader®, Adobe® Type Manager®, ATM™, Flash®, Macromedia®, Photoshop®, and PostScript® are trademarks of Adobe
Systems Incorporated in the United States and/or other countries.
Apple®, AppleTalk®, Bonjour®, EtherTalk®, Macintosh®, Mac OS®, and TrueType® are trademarks of Apple Inc., registered in the U.S.
and other countries.
HP-GL®, HP-UX®, and PCL® are trademarks of Hewlett-Packard Corporation in the United States and/or other countries. IBM® and
AIX® are trademarks of International Business Machines Corporation in the United States and/or other countries.
Microsoft®, Windows Vista®, Windows®, and Windows Server® are trademarks of Microsoft Corporation in the United States and
other countries.
Novell®, NetWare®, NDPS®, NDS®, IPX™, and Novell Distributed Print Services™ are trademarks of Novell, Inc. in the United States
and other countries.
SGI® and IRIX® are trademarks of Silicon Graphics International Corp. or its subsidiaries in the United States and/or other countries.
SunSM, Sun Microsystems™, and Solaris™ are trademarks of Sun Microsystems, Inc. in the United States and other countries.
UNIX® is a trademark in the United States and other countries, licensed exclusively through X/ Open Company Limited.
As an ENERGY STAR® partner, Xerox Corporation has determined that this product meets the ENERGY STAR guidelines for energy
efficiency. The ENERGY STAR name and logo are registered U.S. marks.
Document version 1.1: January 2012
WorkCentre 5300 Series Multifunction Printer
System Administrator Guide
3
Contents
1Introduction
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Configuration Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
More Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
2 Initial Setup
Physical Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Initial Setup at the Control Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
The Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Configuration Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
System Administrator Access at the Control Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Locking or Unlocking the Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Manually Setting the Printer’s Ethernet Interface Speed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Assigning a Network Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Initial Setup in CentreWare IS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Accessing CentreWare IS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Changing the System Administrator Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Accessing the Configuration Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Using the Configuration Overview Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Assigning a Name and Location to the Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Enabling Services and Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Enabling Services and Options at the Control Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Enabling Services and Options in CentreWare IS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Viewing Services and Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Initialization USB Flash Drive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
3 Network Configuration
TCP/IP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Enabling TCP/IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Configuring TCP/IP Settings at the Control Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Configuring TCP/IP Settings in CentreWare IS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
SNMP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Enabling SNMP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Configuring SNMP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Editing SNMP v1/v2c Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Editing SNMP v3 Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
SNMP Advanced Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
LPD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Enabling LPD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Configuring LPD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Contents
WorkCentre 5300 Series Multifunction Printer
System Administrator Guide
4
Raw TCP/IP Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Enabling Port 9100 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Configuring Port 9100 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
SMTP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Configuring SMTP Server Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
LDAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Configuring LDAP/LDAPS Server Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Defining User Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Configuring Filters for LDAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
POP3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
HTTP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Enabling HTTP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Configuring HTTP Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Proxy Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
NetWare. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Enabling NetWare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Configuring NetWare Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Microsoft Networking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Enabling Microsoft Networking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Configuring Microsoft Networking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Configuring WINS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
IPP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Enabling IPP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Configuring IPP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
WebDAV. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Enabling WebDAV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Configuring WebDAV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
WSD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Enabling WSD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Configuring WSD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
FTP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Enabling and Configuring FTP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
4Security
Setting up Access Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Local Authentication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Network Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Authentication Using a Card Reader System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Controlling Access to Tools and Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Controlling Access for All Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Controlling Access for a Group of Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Contents
WorkCentre 5300 Series Multifunction Printer
System Administrator Guide
5
Digital Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Installing a Digital Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Managing Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Certificate Revocation Retrieval Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Secure HTTP and SSL/TLS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Configuring Secure HTTP and SSL/TLS Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
S/MIME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Configuring S/MIME Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
IPsec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Configuring IPSec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
802.1X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Configuring 802.1X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
FIPS140-2 Data Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Overwriting Image Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Manually Deleting Image Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Scheduling Routine Deletion of Image Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
IP Filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Creating an IP Filter Rule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Audit Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Enabling Audit Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Saving an Audit Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Interpreting the Audit Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
PDF and XPS Signatures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Address Book Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Restricting Access to Job Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Hiding or Password Protecting Completed Job Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Hiding Active Job Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Hiding or Displaying Network Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
5Printing
Selecting Print Mode Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Managing Banner Sheet Printing Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Enabling Banner Sheet Printing in CentreWare IS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Enabling Banner Sheet Printing at the Control Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Enabling Banner Sheet Printing in the Printer Driver. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Print Service Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Configuring Print Service Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Configuring Media Print Service Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Configuring the Envelope Tray . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
UNIX, Linux, and AS/400 Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Xerox Services for UNIX Systems (XSUS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Supported Printing Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Installing XSUS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Printing from a Linux Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
AS/400 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
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6Copying
Specifying Default Copy Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Creating Copy Feature Presets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Copy Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Original Size Defaults. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Reduce and Enlarge Presets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Defining Custom Colors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
7Scanning
Configuring General Scan Service Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Setting Scan Defaults. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Setting Scan to PC Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Scanning to a Folder on the Printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Managing Folders and Scanned Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Scanning to an Email Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Configuring Email Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Editing Default Email Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Managing the Email Address Book. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Network Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Enabling Network Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Configuring Network Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Configuring File Repository Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Configuring the Default Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Configuring Template Pool Repository Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Updating the List of Templates at the Control Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Configuring a Validation Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Scanning to a User’s Home Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Configuring Scan to Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Scanning to a USB Drive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Enabling Store to USB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Job Flow Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Create a Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Create a Job Flow Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Configuring the Printer for the Scan Utility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Xerox Scan Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Network Scan Utility 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
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8Faxing
Embedded Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Enabling Embedded Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Configuring Fax Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Setting Fax Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Setting Incoming Fax Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Reduce/Enlarge Presets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Original Size Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Fax Confirmation Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Server Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Enabling Server Fax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Configure a Server Fax Filing Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Server Fax Confirmation Report and Job Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Internet Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Configuring Internet Fax Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Internet Fax Defaults Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Internet Fax Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
LAN Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Session Initiation Protocol Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Enabling SIP Fax at the Control Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
9 Accounting
Local Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Configuring Local Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Resetting Access and Usage Limits for All Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Xerox Standard Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Configuring Xerox Standard Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Creating a Group Account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Creating a New User Account and Setting Usage Limits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Maximum Usage Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Resetting Usage Limits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Printing a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Network Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Enabling and Configuring Network Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Configuring Accounting Login Screen Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Accounting and Billing Device Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Enabling Accounting in Print Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
10 Administrator Tools
Monitoring Alerts and Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Setting Up Job Completion Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Setting Up Machine Status Alerts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Setting Up Billing Meter Read Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Setting Up Supplies Data Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Configuring Stored File Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
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Energy Saving Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Touch Screen Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Setting Default Touch Screen Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Taking the Printer Offline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
SMart eSolutions and Billing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
SMart eSolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
View Usage and Billing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Cloning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Saving Your Printer Settings to a Clone File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Installing a Clone File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Address Books. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Public Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
LAN Fax Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Font Management Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Customizing Printer Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Updating the Printer Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Updating the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Date and Time Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Watermarks and Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Watermarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Universal Unique ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Forced Annotations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Memory Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
11 Customization and Expansion
Xerox Extensible Interface Platform (EIP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Enabling Extensible Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Auxiliary Interface Kit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
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1
Introduction
This chapter includes:
•Overview on page 10
•More Information on page 11
Introduction
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System Administrator Guide
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Overview
This guide is designed for a system administrator with network administrator rights who
has knowledge of networking concepts as well as experience creating and managing network
user accounts.
This guide will help you install, configure, and manage the printer on a network.
Notes:
•Network features are not available if you are connected over USB.
•Embedded fax features are not available for all printer models.
Configuration Steps
When configuring the printer for the first time, Xerox suggests that you follow these steps in this order:
1. Connect an Ethernet cable from your printer to the network.
2. Confirm that your printer is recognized on your network. By default, the printer is configured to
receive an IP address from a DHCP server over a TCP/IP network. If you have another type of
network, or want to assign a static IP address, see Enabling TCP/IP on page 22.
3. Provide basic information such as your location, time zone, and date and time preferences, by
completing the Installation Wizard. For details, see The Installation Wizard on page 15.
4. Print a Configuration Report listing the printer’s current configuration. Review the report and
locate the printer’s IP address. For details, see Configuration Report on page 15.
5. Open a Web browser and type the IP address of your printer to access CentreWare Internet
Services (CentreWare IS). CentreWare IS is administration and configuration software installed on
the printer’s embedded Web server. For more information see Accessing CentreWare IS on
page 17.
Note: Most configuration settings are located on the Properties tab in CentreWare IS.
If your printer is locked, you must log in as the system administrator. For details, see
Accessing CentreWare IS on page 17.
6. Print the configuration checklist. The Configuration Checklist lists provides space for you to write
down important information as you go through the configuration process. Use it to record
information about your network settings, including passwords, network paths, and server
addresses. For details, see Accessing the Configuration Report on page 17.
7. Configure Authentication. For details, see Setting up Access Rights on page 48.
8. Configure Security. For details, see Security on page 47.
9. Enable services in CentreWare IS. For details, see Enabling Services and Options on page 19.
10. Configure Print, Scan, and Fax features. For details, see Printing on page 75, Scanning on page 93,
and Faxing on page 113.
11. Configure Accounting. For details, see Accounting on page 127.
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More Information
See the following links for more information about your printer.
Information Source
Quick Use Guide Packaged with printer and
www.xerox.com/office/WC53XXdocs
User Guide (PDF) Software and Documentation Disc
www.xerox.com/office/WC53XXdocs
Recommended Media List www.xerox.com/paper (United States)
www.xerox.com/europaper (Europe)
Online Support Assistant www.xerox.com/office/WC53XXsupport
Tec hn ica l Su pp or t www.xerox.com/office/WC53XXsupport
Information pages At the control panel, press the Machine Status button, then
touch the Machine Information tab. Touch Print Reports,
then touch Printer Reports.
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2
Initial Setup
This chapter includes:
•Physical Connection on page 14
•Initial Setup at the Control Panel on page 15
•Initial Setup in CentreWare IS on page 17
•Enabling Services and Options on page 19
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Physical Connection
To connect your printer:
1. Connect the power cable to the printer, and plug it into an electrical outlet.
2. Connect one end of a Category 5 or better Ethernet cable to the Ethernet port in the back of the
printer. Connect the other end of the cable to a correctly configured network port.
3. If you have purchased and installed the Fax Hardware Kit, connect the printer to a correctly
configured telephone line.
4. Turn the printer on.
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Initial Setup at the Control Panel
The Installation Wizard
The first time the printer is turned on, the Installation Wizard starts. The wizard prompts you with a
series of questions to help you configure basic settings for your printer. You are prompted to:
• Select tools access setting.
• Select units of measurement.
• Select your local time zone.
• Select NTP settings (optional).
• Set the current date and time.
• Configure Security, Email, LDAP and FAX (optional).
Configuration Report
After you complete the installation wizard, you can print a Configuration Report. The Configuration
Report lists the printer’s current settings. For details, see Accessing the Configuration Report on
page 17.
System Administrator Access at the Control Panel
To configure the printer from the control panel, press the Machine Status button, then touch the Tools
tab. If the printer is locked, log in as the system administrator.
To log in as a system administrator:
1. At the printer control panel, press the Log In/Out button.
2. Type admin and touch Next.
3. Type the administrator passcode and touch Enter. The default password is 1111.
Locking or Unlocking the Printer
To lock or unlock the printer:
1. At the printer control panel, press Machine Status and touch the Tools tab
2. Touch Authentication / Security Settings > System Administrator Settings > System
Administrators Login ID.
3. Touch On to lock the printer or Off to unlock, then touch Save.
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Manually Setting the Printer’s Ethernet Interface Speed
The printer’s Ethernet interface automatically detects the speed of your network. If your network is
connected to another auto-sensing device, such as a hub, the hub may not detect the correct speed.
Refer to the configuration page to make sure the printer has detected the correct speed of your
network. To view the configuration page, see Accessing the Configuration Report on page 17.
To manually set the speed of the printer’s Ethernet interface:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Connectivity & Network Setup > Protocol Settings.
3. Touch Ethernet Rated Speed and touch Change Settings.
4. Select the Speed to match the speed set on your hub or switch.
5. Touch Save, then touch Close.
Assigning a Network Address
By default, the printer automatically acquires a network address from a DHCP server. To assign a static
IP address, configure DNS server settings, or configure other TCP/IP settings, see TCP/IP on page 22.
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Initial Setup in CentreWare IS
CentreWare IS is an application on the printer’s embedded Web server that allows you to configure
and administer the printer from a Web browser on any computer.
Accessing CentreWare IS
Before you begin:
• TCP/IP and HTTP must be enabled to access CentreWare IS. If you disable either of these services,
you must enable them at the printer before you can access CentreWare IS. For details, see
Accessing CentreWare IS on page 17.
• Refer to the Configuration Report to determine your printer’s IP address.
To access CentreWare IS:
At your computer, open a Web browser, type the printer’s IP address in the address field, then press
Enter or Return.
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.
•To see the IP address of the printer, press the Machine Status button on the control panel.
Changing the System Administrator Password
Xerox recommends that you change the default system administrator password after you configure
the printer for security. Be sure to store the password in a secure location.
To change the administrator password:
1. In CentreWare IS, click Properties > Security > System Administrator Settings.
2. Next to Administrator’s Passcode, type the new password
3. Retype the password to verify.
4. Change the Administrator’s Login ID or the allowed maximum number of login attempts if desired.
5. Click Apply.
Accessing the Configuration Report
The Configuration Report lists the printer’s current settings. By default, a Configuration Report prints
at startup.
Printing the Configuration Report.
1. At the printer control panel, press the Machine Status button and touch the Machine
Information tab.
2. Touch Print Reports.
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3. Touch Printer Reports.
4. Touch Configuration Report and press the Start button.
Using the Configuration Overview Page
The Configuration Overview page provides shortcuts to commonly accessed pages under the
Properties tab.
To access the Configuration Overview page, click Properties > Configuration Overview.
Assigning a Name and Location to the Printer
The Description page provides a place to assign a name and location to the printer for future reference.
To assign a name and location:
1. In CentreWare IS, click Properties > Description.
2. Next to Machine Name, type a name for the printer.
3. Next to Location, type the location of the printer.
4. Type the printer’s email address and administrator contact information in the provided fields
if desired.
5. Click Apply.
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Enabling Services and Options
Some services and options must be enabled before they can be used. To enable these special services
and options, use either the control panel or CenterWare IS.
Enabling Services and Options at the Control Panel
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Common Service Settings > Maintenance.
3. Touch Software Options.
4. Touch Keyboard.
5. Type the code and touch Save.
Enabling Services and Options in CentreWare IS
1. In CentreWare IS, click Properties > Security > Feature Enablement.
2. Type the Unique Function Code.
3. Click Apply.
4. Touch Reboot.
Viewing Services and Options
To see which services and options are enabled or installed:
1. At the printer control panel, press the Machine Status button, then touch the Machine
Information tab.
2. Touch Machine Configuration.
Initialization USB Flash Drive
When installing your printer, a Xerox Representative initializes the printer using a USB Flash drive that
contains configuration software. After installation, the representative stores the drive in a holder inside
of Tray 1.
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3
Network Configuration
This chapter includes:
•TCP/IP on page 22
•SNMP on page 26
•LPD on page 29
•Raw TCP/IP Printing on page 30
•SMTP on page 31
•LDAP on page 33
•POP3 on page 36
•HTTP on page 37
•Proxy Server on page 38
•NetWare on page 39
•Microsoft Networking on page 41
•IPP on page 42
•WebDAV on page 43
•WSD on page 44
•FTP on page 45
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TCP/IP
Transmission Control Protocol (TCP) and Internet Protocol (IP) are a two protocols within the Internet
Protocol Suite. IP manages the transmission of messages from computer to computer while TCP
manages the actual end-to-end connections.
Note: You can configure IPv4 settings at the printer control panel or through CentreWare IS. You
can only configure IPv6 through CentreWare IS.
Enabling TCP/IP
Note: By default, TCP/IP is enabled. If you disable TCP/IP, you must enable it at the printer control
panel before you can access CentreWare IS.
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch Connectivity and Network Setup > Protocol Settings.
3. Touch TCP/IP - IP Mode, then touch Change Settings.
4. Touch IPv4 Mode, IPv6, or Dual Stack to enable both IPv4 and IPv6.
5. Touch Save.
Configuring TCP/IP Settings at the Control Panel
Manually Configuring an IPv4 Network Address
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch Connectivity and Network Setup > Protocol Settings.
3. Touch IPv4 - IP Address Resolution, and touch Change Settings.
4. Touch Static, then touch Save.
5. Touch IPv4 - IP Address, and touch Change Settings.
6. Type the static IP address using the touch-screen keypad, and touch Save.
7. Touch IPv4 - Subnet Mask, and touch Change Settings.
8. Type the subnet mask using the touch-screen keypad, and touch Save.
9. Touch IPv4 - Gateway Mask, and touch Change Settings.
10. Type the gateway mask using the touch-screen keypad, and touch Save.
Manually Configuring an IPv6 Network Address
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch Connectivity and Network Setup > Protocol Settings.
3. Touch IPv6 Address Manual Configuration, then touch Change Settings.
4. Touch Enabled, then touch Save.
5. Touch Manually Configured IPv6 Address, then touch Change Settings.
6. Type the static IP address using the touch-screen keypad, and touch Save.
7. Touch Manually Configured IPv6 Address Prefix, and touch Change Settings.
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8. Type the prefix using the touch-screen keypad, and touch Save.
9. Touch Manually Configured IPv6 Address Gateway, and touch Change Settings.
10. Type the gateway using the touch-screen keypad, and touch Save.
Configuring IPv4 Dynamic Address Settings
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch Connectivity and Network Setup > Protocol Settings.
3. Touch IPv4 - IP Address Resolution, and touch Change Settings.
4. Touch DHCP, DHCP/Autonet, BOOTP, or RARP, then touch Save.
Configuring IPv6 Dynamic Address Settings
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch Connectivity and Network Setup > Protocol Settings.
3. Touch IPv6 Address Manual Configuration, and touch Change Settings.
4. Touch Disabled, then touch Save.
5. Touch Automatically Configured IPv6 Address, then touch Change Settings to see the acquired
IPv6 address information.
Configuring DNS/DDNS Settings
Domain Name System (DNS) and Dynamic Domain Name System (DDNS) 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 Connectivity and Network Setup > Protocol Settings.
3. Touch IPv4 DNS Server Settings, or IPv6 DNS Server Settings, then touch Change Settings.
4. To allow your DHCP server to provide the DNS server address, touch Get IP Address from DHCP.
Tou ch Enabled, then touch Save.
5. To manually provide the DNS server address, touch DNS Server IP Address. Type the DNS server
address, then touch Save.
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Configuring TCP/IP Settings in CentreWare IS
If your printer has a valid network address, you can configure TCP/IP settings in CentreWare IS.
Configuring Settings for IPv4
IPv4 can be used in addition to or in place of IPv6. If both protocols are disabled, you cannot access
CentreWare IS.
1. In CentreWare IS, click Properties > Connectivity > Protocols > TCP/IP.
2. IPv4 is enabled by default.
CAUTION: If both IPv4 and IPv6 are disabled, you cannot access CentreWare IS. You must
re-enable TCP/IP at the printer control panel before you can access CentreWare IS. Disabling
TCP/IP or changing the IP address also disables any dependant protocols.
3. Type a unique Host Name for your printer.
4. Select the desired method for obtaining a dynamic IP address from the IP Address Resolution
drop-down menu, or select Static to define a static IP address.
5. If you select Static, type the IP Address, Subnet Mask, and Gateway Address in the
appropriate fields.
Notes:
•If you select BOOTP or DHCP, you cannot change the IP address, Subnet Mask, or
default gateway.
•If RARP address resolution mode is selected, you cannot change the IP address.
6. Type a valid Domain Name.
DNS Configuration for IPv4
1. Next to Obtain DNS Server Address Automatically, select the Enabled check box to allow your
DHCP server to provide the DNS server address. Clear the check box to manually provide the DNS
server address, and type an IP address for the Preferred DNS Server, Alternate DNS Server 1, and
Alternate DNS Server 2 in the appropriate fields.
Note: If DHCP or BOOTP is the IP Address Resolution setting, you cannot change the Domain
Name, Primary DNS Server, Alternate DNS Server 1, and Alternate DNS Server 2 settings.
2. Next to Dynamic DNS Registration (DDNS), select Enabled to register the printer’s host name in
the DNS server. Select Overwrite if you want to overwrite existing entries in the DNS server.
Note: If your DNS Server does not support dynamic updates, you do not need to enable DDNS.
3. Next to Generate Domain Search List Automatically, select Enabled if you want the printer to
generate a list of search domains. Type the domain names if the option is disabled.
4. Next to Connection Time-Out, type the time allowed until the printer stops attempting to
connect to the server.
5. Next to Release IP Address, select Enabled if you want the printer to release its IP address when
it restarts.
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Zero-Configuration Networking
1. If the printer cannot connect to a DHCP server to obtain an IP address, select Self Assigned
Address to allow the printer to assign itself a Link-Local address. Link-Local addresses are between
169.254.0.0 and 169.254.255.255.
2. Click Apply.
Configuring Settings for IPv6
IPv6 hosts can automatically configure themselves when connected to a routed IPv6 network
using the Internet Control Message Protocol Version 6 (ICMPv6). ICMPv6 performs error reporting
for IP along with other diagnostic functions. When first connected to a network, a host sends a
link-local multicast router solicitation request for its configuration parameters. If suitably configured,
routers respond to this request with a router advertisement packet containing network-layer
configuration parameters.
Note: IPv6 is optional and may be used in addition to or in place of IPv4. If both protocols are
disabled, you cannot access CentreWare IS.
1. In CentreWare IS, click Properties > Connectivity > Protocols > TCP/IP.
2. Under IP Mode, select IPv6, or select Dual Stack to use both IPv4 and IPv6. By default, IPv6
is disabled.
CAUTION: If both IPv4 and IPv6 are disabled, you cannot access CentreWare IS. You must
re-enable TCP/IP at the printer control panel before you can access CentreWare IS. Disabling
TCP/IP or changing the IP address also disables any dependant protocols.
Notes:
•The host name is the same for IPv4 and IPv6. If you change the host name for IPv6, the
host name changes for IPv4 as well.
•Enabling or disabling IPv6 will restart the printer when you click Apply.
3. Next to Enable Manual Address, select Enabled if you want to manually assign an address.
Type the IP Address and Gateway Address.
4. Next to Get IP Address from DHCP, select Enabled to allow your DHCP server to assign an IP
address to the printer.
5. Type the required Domain Name.
DNS Configuration for IPv6
1. Next to Obtain IPv6 DNS Server Address Automatically, select Enabled to allow the DHCP
server to provide the DNS server address.
2. Type an IP address for the Preferred DNS Server, Alternate DNS Server 1, and Alternate DNS
Server 2.
3. Next to Dynamic DNS Registration, select Enabled to enable, select Overwrite to replace the
existing DNS entry.
4. Next to Generate Domain Search List Automatically, select Enabled to enable.
5. Type Domain Name 1, 2 and 3.
6. Enter the number of seconds until Connection Time-Out.
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SNMP
Simple Network Management Protocol (SNMP) is used in network management systems to monitor
network-attached devices for conditions that require administrative attention. It consists of a set of
standards for network management including an application layer, a database schema, and a set of
data objects. Agents, or software modules, reside in the printer’s SNMPv3 engine. A manager is an
SNMPv3 management application such as OpenView, that is used to monitor and configure devices on
the network. The agent responds to read (GET) and write (SET) requests from the manager and can
also generate alert messages, or Traps, based on certain events.
SNMP settings can be configured in CentreWare IS. You can also enable or disable Authentication
Failure Generic Traps on the printer. SNMPv3 can be enabled to create an encrypted channel for secure
printer management.
Enabling SNMP
1. In CentreWare IS, click Properties > Connectivity > Port Settings.
2. Next to SNMP, select Enabled.
3. Select UDP and IPX to enable these transport protocols if necessary.
Configuring SNMP
1. In CentreWare IS, click Properties > Connectivity > Protocols > SNMP Configuration.
2. Under SNMP Properties, select Enable SNMP v1/v2c Protocols, or Enable SNMP v3 Protocol,
then click Apply.
Note: You must click Apply to save your settings or the protocol will remain disabled.
3. Under Authentication Failure Generic Traps, select Enabled if you want the printer to
generate a trap for every SNMP request that is received by the printer that contains an
invalid community name.
4. Click Apply. For details, see SNMP Advanced Settings on page 27.
Editing SNMP v1/v2c Properties
Note: Xerox recommends that you change the SNMP v1/v2c public and private community names
from the default values for security purposes.
1. In CentreWare IS, click Properties > Connectivity > Protocols > SNMP Configuration.
2. Under SNMP Properties, click Edit SNMP v1/v2c Properties.
3. Type a name up to 256 characters for the Community Name (Read Only) or use the default
value of public. GET returns the password for the SNMP GET requests to the printer. Applications
obtaining information from the printer using SNMP, such as CentreWare IS, use this password.
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4. Type a name up to 256 characters for the Community Name (Read / Write) or use the default
value of private. 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: Any changes made to the GET or SET community names for this printer
require corresponding changes to GET or SET community names for each application that
uses SNMP to communicate with this printer.
5. Type a name up to 256 characters for the default Trap Community Name or use the default value
of SNMP_TRAP.
Note: The Default Trap Community Name is used to specify the default community name for all
traps generated by this printer. The Default Trap Community Name can be overridden by the Trap
Community Name specified for each individual trap destination address. The Trap Community
Name for one address may not be the same Trap Community Name specified for another address.
6. Type the System Administrator’s Login ID.
7. Click Apply.
Editing SNMP v3 Settings
Note: Before SNMPv3 can be enabled, a digital certificate must be installed on the printer and SSL
must be enabled. For more details, see Installing a Digital Certificate on page 56.
1. In CentreWare IS, click Properties > Connectivity > Protocols > SNMP.
2. Under SNMP Properties, click Edit SNMP v3 Properties.
3. Under Administrator Account, click Account Enabled to create the administrator account.
4. Type an Authentication Password then confirm it. This password is used to generate a key used
for authentication.
Note: The password must be at least eight characters in length and can include any characters
except control characters.
5. Type a Privacy Password and confirm it. The Privacy password is used for encryption of SNMPv3
data. The passphrase used to encrypt the data needs to match with the Server.
6. Under Print Drivers/Remote Clients Account, click Account Enabled.
7. Click Apply.
SNMP Advanced Settings
Adding IP Trap Destination Addresses
1. In CentreWare IS, click Properties > Connectivity > Protocols > SNMP.
2. Click Advanced at the bottom of the page.
3. Under Trap Destination Addresses, click Add UDP IPv4 Address, or Add UDP IPv6 Address.
4. Type the IP address of the host running the SNMP manager application to be used to
receive traps.
Note: Port 162/UDP is the default port for traps. You can select v1 or v2c based on what the trap
receiving system supports.
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5. Under Traps, select the type of Traps to be Received by the SNMP manager.
6. Click Apply.
Adding IPX Trap Destination Addresses
Internetwork Packet eXchange (IPX) is a routing protocol used by Novell NetWare environments.
1. In CentreWare IS, click Properties > Connectivity > Protocols > SNMP.
2. Click Advanced at the bottom of the page.
3. Under Trap Destination Addresses, click Add IPX Address.
4. Type the 8-digit hexadecimal number that identifies the IPX External Network host configured to
receive the trap.
5. Type the 48-bit Physical MAC Address of the computer running the SMNP manager application
that is to receive the trap.
6. Type the IPX Socket Number of the computer running the SNMP manager application configured
to receive the packets.
7. Select the SNMP version, SNMP v1 or SNMP v2c based on the trap receiving system.
8. Under Traps, select the type of Traps to be Received by the SNMP manager.
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LPD
The Line Printer Daemon (LPD) protocol is used to provide printer spooling and network print server
functionality for operating systems such as HP-UX, Linux, and MAC OS X.
Note: For information on setting up print queues on your client system, refer to your client
system’s documentation.
Enabling LPD
1. In CentreWare IS, click Properties > Connectivity > Port Settings.
2. Next to LPD, select the Enabled check box.
Note: Disabling LPD will affect clients printing to the printer over TCP/IP using the LPR
printing port.
Configuring LPD
1. In CentreWare IS, click Properties > Connectivity > Protocols > LPD.
2. Type an LPD Port Number or use the default port number of 515.
3. Enter the Connection Time-Out.
4. Enter the Maximum Number of Sessions.
5. Next to TCP-MSS Mode, select Enabled if necessary.
Note: TCP-MSS settings are common for LPD and Port 9100.
6. If TCP-MSS mode is enabled, under IPv4, type the IP addresses for Subnet 1, 2, and 3.
7. Click Apply.
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Raw TCP/IP Printing
Raw TCP/IP is a printing method used to open a TCP socket-level connection over Port 9100, to stream
a print-ready file to the printer's input buffer. It then closes the connection either after sensing an End
Of Job character in the PDL or after expiration of a preset time-out value. Port 9100 does not require
an LPR request from the computer or the use of an LPD running on the printer. Port 9100 is selected in
Windows as the Standard TCP/IP port.
Enabling Port 9100
Note: TCP/IP must be enabled before Port 9100 is enabled.
1. In CentreWare IS, click Connectivity > Port Settings.
2. Next to Port 9100, select Enabled.
Configuring Port 9100
1. In CentreWare IS, click Properties > Connectivity > Protocols > Port 9100.
2. Next to TCP-MSS Mode, select Enabled if necessary.
Note: TCP-MSS settings are common for LPD and Port 9100.
3. If TCP-MSS mode is enabled, under IPv4, type the IP addresses for Subnet 1, 2, and 3.
4. Ensure that the TCP Port Number is set to 9100.
5. Set the End of Job Timeout to the desired number of seconds between 0 and 1800 before
processing a job with an End of Job character. The default time is 300 seconds.
6. Click Apply.
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SMTP
Simple Mail Transfer Protocol (SMTP) is used by the printer’s email feature to deliver scanned images
and Internet Fax jobs through email. After you enable SMTP, the Email button is enabled on the
printer’s control panel.
Configuring SMTP Server Settings
1. In CentreWare IS, click Properties > Connectivity > Protocols > SMTP Server.
2. Under Required Information, select the method to use to locate an SMTP server.
• To allow DNS to automatically find an SMTP server on the network, select From DNS.
• To map to a specific SMTP server, select STATIC.
Note: If you select From DNS, you must ensure that DNS is configured for either IPv4 or IPv6
before you can define the SMTP server. For details, see Configuring DNS/DDNS Settings on
page 23.
3. Type the SMTP server IP address or host name.
4. Enter the port numbers for sending email and Internet Fax, and for receiving email. The default
port number is 25.
5. Type the specific email address assigned to this printer by the SMTP server in the Machine’s
E-mail Address field.
Optional Information
1. To improve transmission speed, you can set messages to be fragmented between 2 and 500 times.
Select Enabled next to Split Send and enter the number of fragments in the Maximum Split
Count field.
2. If you enable Split Send, you can select how the email jobs should be split. Under Split Send
Method, select one of the following:
•Split into Pages: If you select this option, the mail client will not reassemble the job
on receipt.
•Split by Data Size: If you select this option, the mail client is required to reassemble the job
on receipt.
3. To define a maximum message size for messages with attachments, type a value between
512 KB and 20480 KB next to Maximum Data Size per E-mail. The default size is 10240 KB.
4. To set a maximum job size, type a value between 512 KB and 2000000 KB next to Maximum
Total Data Size.
5. Under Login Credentials for the Machine to Access the SMTP Server to send automated
e-mails select POP before SMTP, or SMTP AUTH to have the printer authenticate itself using the
Login Name and Password set up on this page. If you select None, the printer will not provide
authentication credentials to SMTP server.
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6. If you select System for Login Credentials for the Machine to Access the SMTP Server to send
automated e-mails, type in the Login Name and Password. Retype the password to confirm.
7. If authentication is enabled, and the printer is configured to require users to log in before they can
access email, select Remotely Authenticated User under Login Credentials for Sending E-mails
to use the credentials of the user to access the SMTP server. Select System to allow this field to
default to the same setting you selected for sending automated email messages.
8. Click Apply.
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LDAP
Lightweight Directory Access Protocol (LDAP) is a protocol used to process queries and updates to an
information directory, also known as an LDAP directory, stored on an external server. LDAP directories
are heavily optimized for read performance. Use this page to define how the printer retrieves user
information from an LDAP directory.
Configuring LDAP/LDAPS Server Settings
1. In CentreWare IS, click Properties > Connectivity > Protocols > LDAP > LDAP Server.
2. Under Server Information, type the appropriately formatted main and backup LDAP server
addresses and port numbers. The default port number is 389.
3. Select the LDAP server type from the LDAP Server drop-down menu.
Optional Information
1. Type the search directory root path in the Search Directory Root field using Base DN format.
Note: For details on Base DN formatting, refer to the RFC 2849 - LDAP Data Interchange Format
(LDIF) Technical Specification on the IETF website.
2. Specify the login credentials required to access the LDAP directory. Options are:
•Remotely Authenticated User: The user’s credentials, upon logging in, are used to access
the LDAP server.
Note: Authentication must be enabled and tool and feature access must be configured to require
the user to log in before accessing email. For details, see Setting up Access Rights on page 48 and
Controlling Access to Tools and Features on page 54.
•System: The printer logs into the LDAP directory and is authenticated using its own
login credentials.
3. After you select the Login Credential type, type the Login Name and Password, if required. Retype
the password to confirm.
4. Under Maximum Number of Search Results, type a number between 5 and 100 for the
maximum number of addresses that can be returned matching the search criteria entered. The
default number is 25.
5. Under Search Timeout, select Use LDAP Server Timeout to allow the printer to time out based
on the LDAP server settings, or select Wait, and type in the number of seconds between 5 and 120
that the printer will wait before timing out. The default is 30 seconds.
Note: If you are having trouble retrieving results from your LDAP server, use the Wait option.
6. If your primary LDAP server is connected to additional servers, select LDAP Referrals to include
those LDAP servers in your searches.
7. Type the maximum number of consecutive LDAP referrals in the LDAP Referral Hop Limit field.
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8. Under the Perform Query on heading, select:
•Mapped Name Field: This option allows you to specify how the name fields are mapped.
After you apply this setting, you can define the field mappings. For details, see Defining User
Mappings below.
•Surname and Given Name Fields: This option allows you to search for the user’s last name
and first name.
9. Click Apply.
Defining User Mappings
LDAP servers provide different results to search queries depending on how user data is mapped. Editing
the mapping allows you to fine-tune server search results.
Note: If you are using Internet Fax, ensure that the Internet Fax field is not set to No attribute
type that can be used in the drop-down menu. This setting prevents the LDAP Address Book from
displaying on the Internet Fax screen on the printer's control panel. Select mail as the Internet
Fax setting.
1. In CentreWare IS, click Properties > Connectivity > Protocols > LDAP > LDAP User Mappings.
2. To send a test query, under Search, type the name of the user you want to search for in the User
Name field, then click Search.
If a match occurs, the user’s information displays.
3. Use the drop-down menus under Imported Heading to remap fields as needed.
Note: Headings are defined by your LDAP server’s schema.
Configuring Filters for LDAP
1. In CentreWare IS, click Properties > Connectivity > Protocols > LDAP > Custom Filters.
2. In the User ID Query Filter field, type the LDAP search string or filter that you wish to apply. The
filter defines a series of conditions that the LDAP search must fulfill in order to return the
information you want.
Note: The search string should be formatted as LDAP objects inside of parentheses. For example,
to find the user with a sAMAccountName of Bob, type (objectClass=user)
(sAMAccountName=Bob).
3. Under Email Address Book Filter, select Enable Filter.
4. In the Email Address Book Filter field, type the LDAP search string or filter that you want to
apply. The filter defines a series of conditions that the LDAP search must fulfill in order to return
the information you want.
Note: Format the search string as LDAP objects placed inside parentheses. For example, to find all
users that have an email attribute (mail enabled), type (objectClass=user) (mail=*).
5. Under Fax Address Book Filter, select Enable Filter.
6. In the Fax Address Book Filter field, type the LDAP search string or filter that you want to apply.
The filter defines a series of conditions that the LDAP search must fulfill in order to return the
information you want.
7. Under Internet Fax Address Book Filter, select Enable Filter.
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8. In the Internet Fax Address Book Filter field, type the LDAP search string or filter that you want
to apply. The filter defines a series of conditions that the LDAP search must fulfill in order to return
the information you want.
9. Click Apply.
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POP3
Post Office Protocol, version 3 (POP3) allows email clients to retrieve email from remote servers over
TCP/IP on network port 110. This printer uses POP3 for the Internet Fax service.
1. In CentreWare IS, click Properties > Connectivity > Protocols > POP3 Setup.
2. Type the appropriately formatted address and port number. The default port number is 110.
3. Next to POP Receive Password Encryption, select APOP Authentication if required.
4. Type the Login Name assigned to the printer that will be used to log in to the POP3 server.
5. Type a password. Retype the password to confirm.
6. Type a Polling Interval value between 1 and 120 minutes. The default value is 10 minutes.
7. Click Apply.
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HTTP
Hypertext Transfer Protocol (HTTP) is a request-response standard protocol between clients and
servers. Clients making HTTP requests are referred to as User Agents (UAs) while servers responding to
these requests for resources such as HTML pages, are referred to as origin servers. There can be any
number of intermediaries, such as tunnels, proxies, or gateways between UAs and origin servers.
Enabling HTTP
By default HTTP is enabled. If you disable HTTP, you will need to enable it at the printer before you can
access CentreWare IS.
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Connectivity & Network Setup > Port Settings.
3. Touch Internet Services (HTTP), then touch Change Settings.
4. Touch Enabled, then touch Save.
Configuring HTTP Settings
1. In CentreWare IS, click Properties > Connectivity > Protocols > HTTP.
2. Change the maximum number of connections if required. The default is 5
3. Type the Port Number if required. The default is 80.
4. Next to Secure HTTP (SSL), select Enabled to encrypt HTTP communication between the printer
and client computers (using CenterWare IS). This includes data sent using IPSec, SNMP, and Audit
Log. A digital certificate must also be installed on the printer. For details, see Installing a Digital
Certificate on page 56.
5. Type the Secure HTTP Port Number if required. HTTP traffic will be routed to this port when SSL is
enabled. The default is 443.
6. Type the time until Connection Time-Out if required.
7. Click Apply.
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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 conform to the proxy server’s filtering rules,
grants the request and allows the connection.
A proxy server has two main purposes:
• Keeps any devices behind it anonymous for security purposes.
• Decreases the amount of time needed to access a resource by caching content, such as Web
pages from a Web server.
1. In CentreWare IS, click Properties > Connectivity > Protocols > Proxy Server.
2. Under General, next to Use Proxy Server, select Enabled.
3. Next to Proxy Setup, select Same Proxy for All Protocols to use the same proxy settings for HTTP
and HTTPS, or Different Proxy for each Protocol.
4. Under Addresses to Bypass Proxy Server, type any web addresses or domains that you want to
bypass the proxy server, such as your company’s intranet site.
5. Under HTTP Server, type the Server Name and Port Number. The default port number is 8080.
6. Next to Authentication, select Enabled if your proxy server is configured to require
authentication, then type a Login Name and Password. Retype the password to confirm.
7. Under HTTPS Server, enter the HTTPS proxy server information if required.
8. Click Apply.
Note: Proxy server settings are also used for SMart eSolutions.
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NetWare
NetWare is a network operating system developed by Novell to run various services using
cooperative multitasking.
Before you begin:
1. Ensure an existing operational NetWare network is available
2. Verify that you have administrator rights to log in to a NetWare file server/tree.
3. Ensure the printer is connected to the network.
4. Set up a print server object using the appropriate Novell utility. Refer to the Novell system
documentation for help.
Enabling NetWare
1. In CentreWare IS, click Properties > Connectivity > Port Settings.
2. Next to NetWare, select Enabled.
3. Select IPX/SPX or TCP/IP if you want to enable these protocols.
4. Click Apply.
Configuring NetWare Settings
1. In CentreWare IS, click Properties > Connectivity > Protocols > NetWare.
2. Select the Frame Type from the drop-down menu. Options are:
•Auto
•Ethernet II
•Ethernet 802.2
•Ethernet 802.3
•Ethernet SNAP
3. Type a polling rate between 1 and 240 seconds for the print server in Queue Poll Interval. The
default value is 5 seconds.
4. Type the Printer Server Name.
5. Type the server password in the New Print Server Password field. Retype to confirm.
6. Select the Active Mode type from the drop-down menu. Options are:
•Directory: PServer Mode
•Bindery: PServer Mode
7. Type the Number of Searches, from 1-100. Type 0 for no limit.
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Bindery Settings
NetWare can use Bindery services for authentication. Bindery services are a stand-alone database
system containing user information and security data.
If you are using NetWare in Bindery mode, under Bindery Settings, type the name of your primary File
Servers for the printer in the File Server field.
Note: When the printer uses Bindery mode, the NDS Tree and NDS Context fields are blank.
NetWare Directory Services (NDS)
NDS is a hierarchical, object-oriented database that represents all of the assets of an organization in a
logical tree structure. Assets can include printers, servers, computers, people, organizations, and more.
1. Under NetWare Directory Services (NDS), type the appropriately formatted NDS Tree and
NDS Context.
2. Type a name for the NDS tree in the NDS Tree field. The default entry for this field is
Xerox_DS_Tree. If you are using Bindery mode, leave this field blank.
3. Type a context in the NDS Context field. The default entry for this field is Xerox_DS_Context. If
you are using Bindery mode, leave this field blank.
Service Location Protocol (SLP)
SLP is a service discovery protocol that allows computers and other devices to find services in a local
area network without prior configuration.
1. Under SLP, next to Active Discovery, select Enabled.
2. Next to Use SLP for Name Resolution, select Enabled
3. Type the scope name in the Scope field.
4. Type the SLP server address in the SLP Server field.
5. Click Apply.
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Microsoft Networking
Enabling Microsoft Networking
1. In CentreWare IS, click Properties > Connectivity > Port Settings.
2. Next to SMB, select Enabled.
3. Select TCP/IP or NetBEUI if you want to enable these protocols.
4. Click Apply.
Configuring Microsoft Networking
1. In CentreWare IS, click Properties > Connectivity > Protocols > Microsoft Networking.
2. Select a transport protocol from the Transport drop-down list.
3. Set the maximum number of connections. Default is 5.
4. Type the workgroup name in the Workgroup field.
5. Type the host name in the SMB Host Name field.
6. Next to Unicode Support, select Enabled if your SMB sever supports unicode.
7. Next to Auto Master Mode, select Enabled if your SMB sever supports it.
8. Next to Password Encryption, select Enabled to encrypt user passwords for remote
authentication using SMB.
Configuring WINS
When running WINS, the printer registers its IP address and NetBIOS host name with a WINS server.
WINS allows users to communicate with the printer using host name only, removing a significant
overhead from the systems administrators.
To configure primary and secondary WINS servers:
1. In CentreWare IS, click Properties > Connectivity > Protocols > Microsoft Networking.
2. To allow your DHCP server to provide your WINS server address to the printer, select DHCP next to
Obtain WINS Server Address Automatically.
3. If you want to provide the WINS server address manually, type it in the Primary Server IP
Address field.
4. If desired, type the secondary WINS server address in the Secondary Server IP Address field.
5. Click Apply.
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IPP
Internet Printing Protocol (IPP) is used for remote printing and managing print jobs.
Enabling IPP
1. In CentreWare IS, click Properties > Connectivity > Port Settings.
2. Next to IPP, select Enabled.
3. Click Apply.
Configuring IPP
1. In CentreWare IS, click Properties > Connectivity > Protocols > IPP.
2. Next to Add Port Number, type the port number that you want the printer to use.
3. Next to Administrator Mode select Enabled to allow only one specific user to control or delete
any print job.
4. Type the Connection Time-Out. Default is 60 seconds.
5. Click Apply.
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WebDAV
Web-based Distributed Authoring and Versioning (WebDAV) is a set of extensions to HTTP that allow
users to edit and manage files collaboratively on remote Web servers. WebDAV must be enabled to use
Network Scan Utility 3. For details, see Configuring the Printer for the Scan Utility on page 112.
Enabling WebDAV
1. In CentreWare IS, click Properties > Connectivity > Port Settings.
2. Next to WebDAV, select Enabled.
3. Click Apply.
Configuring WebDAV
1. In CentreWare IS, click Properties > Connectivity > Protocols > WebDAV.
2. Type the Port Number.
3. Type the Connection Time-Out. Default is 30 seconds.
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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 operating systems since
Windows Vista and Windows Server 2008. WSD is one of several supported communication protocols.
Before you begin, ensure that the printer and client computers are on the same IP subnet.
Enabling WSD
1. In CentreWare IS, click Properties > Connectivity > Port Settings.
2. Next to WSD Print select Enabled to enable the WSD print service.
3. Next to WSD Scan select Enabled to enable the WSD scan service.
4. Click Apply.
Configuring WSD
1. In CentreWare IS, click Properties > Connectivity > Protocols > WSD.
2. Edit the following settings if required:
•Port Number. Default is 80.
•Data Receive Time-Out in seconds. Default is 30
•Notification Delivery Time-Out in seconds. Default is 8.
•Maximum TTL. Default is 1.
•Maximum Number of Subscribers. Default is 50.
3. Click Apply.
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FTP
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.
Enabling and Configuring FTP
1. In CentreWare IS, click Properties > Protocols > FTP.
2. Next to FTP client Port Status select Enabled.
3. Next to Transfer Mode, select an option:
•Passive Mode: Data transfers over a random port number specified by the FTP server from a
connection made from the printer.
•Active Mode: Data transfers over a fixed, known port from a connection made from the server.
4. Click Apply.
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4
Security
This chapter includes:
•Setting up Access Rights on page 48
•Controlling Access to Tools and Features on page 54
•Digital Certificates on page 56
•Secure HTTP and SSL/TLS on page 59
•S/MIME on page 60
•IPsec on page 61
•802.1X on page 62
•FIPS140-2 Data Encryption on page 64
•Overwriting Image Data on page 65
•IP Filtering on page 67
•Audit Log on page 68
•PDF and XPS Signatures on page 70
•Address Book Security on page 71
•Restricting Access to Job Information on page 72
•Hiding or Displaying Network Settings on page 73
See also: www.xerox.com/security
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Setting up Access Rights
Overview
You can control access to the printer’s services and features by setting up authentication,
authorization, and personalization.
Authentication
Authentication is the process of confirming a user’s identity by comparing information provided by
the user, such as their user name and password, against another source of user information such as
an LDAP directory. Users can be authenticated when accessing the control panel or when accessing
CentreWare IS.
There are several ways to authenticate a user:
•Local: If you have a limited number of users, or do not have access to an LDAP network directory,
you can add user information, such as user names and passwords, to the printer’s internal
database. You can then specify tools and feature access for all users. Users are authenticated
and authorized when they log in at the control panel.
•Network: The printer retrieves user information from a network directory to authenticate and
authorize users when they log in at the control panel. The printer can use of the following three
protocols to communicate with your authentication server:
• Kerberos (Solaris, or Windows 2000/2003)
• SMB (Windows 2000/2003)
•LDAP
•Card Reader: You must purchase and install a magnetic or proximity card reading system,
such as Xerox Secure Access. To access the printer, users must swipe a pre-programmed
identification card.
Authorization
Authorization is the process of defining the services and features that users are allowed to access. For
example, you can configure the printer to allow a user to copy, scan, and fax, but not email. There are
two types of authorization:
•Locally on the Device (Internal Database): User login information is stored locally in the printer’s
internal User Information Database.
•Remotely on the Network: User login information is stored externally in a network database such
as an LDAP directory.
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Personalization
Personalization is the process of customizing services for a specific user. If your network is connected to
an LDAP server, the printer can look up a user’s home directory and email address when using the Scan
to Home, or Email scanning features.
Note: Personalization is only available when the printer is configured to use network authentication.
Local Authentication
Setting Up Local Authentication
To configure local authentication:
1. In CentreWare IS, click Properties > Security > Authentication Configuration.
2. On the Authentication Configuration page, next to Login Type, select Login to Local Accounts.
3. Select Enabled next to Print Stored File from Folder, or Enabled next to Folder to PC/Server
Enabled to enable these services.
4. Select Enabled next to Non-account Print to allow users without accounts to access the printer.
5. Click Apply, then click Reboot Machine.
To restrict or allow access to tools and features, see Controlling Access to Tools and Features on
page 54.
User Information
Before you can define access rights for users, user information must be defined. You can add or edit the
printer’s internal User Information Database with user information, or you can specify a network
database or LDAP server containing user information.
Adding User Information to the Local Database
1. In CentreWare IS, click Properties > Security > Authentication Configuration.
2. At the bottom of the page, click Next.
3. On the Authentication Configuration > Step 2 of 2 page, under Authentication Configuration,
type the number of the account that you want to edit, and click Edit.
4. Type the user’s Name, ID, and Passcode. Retype the passcode to verify.
5. Under Feature Access, select the features that the user is allowed to access.
6. Under User Role, select one of the following:
•System Administrator: The authenticated user in this role is allowed to access all services
and settings.
•Account Administrator: The authenticated user in this role is allowed to access accounting
settings and other services and settings that are locked.
•User: The authenticated user in this role is allowed to access services and features defined by
the system administrator.
Note: Users who are not authenticated cannot access features that are locked.
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7. To add the user to an Authorization Group, select the group from the drop-down list.
8. Click Apply to accept the changes or Undo to retain the previous settings.
Specifying Login Requirements
You can specify password requirements if desired.
1. In CentreWare IS, click Properties > Security > User Details Setup.
2. If you want the printer control panel to display text other than UserID, type the text in the
Alternative Name for User ID field.
3. Next to Mask User ID, select Hide if you want user ID characters to be displayed as asterisks at
the control panel.
4. Next to Failed Access Log, type the number of allowed login attempts (1-600). Type 0 to allow an
unlimited number of login attempts. If the maximum number of allowed attempts is exceeded,
the printer is locked and must be restarted.
5. To allow users to log in without case sensitivity, select Non-Case Sensitive next to User ID for Login.
6. To specify the Minimum Passcode Length type the number of digits (4 to 12). Type 0 if you do
not want to specify a minimum passcode length.
7. Click Apply to accept the changes or Undo to retain the previous settings.
Network Authentication
If you have an LDAP server connected to your network, you can configure the printer to retrieve user
information from the LDAP directory when authenticating a user at the control panel. For details on
configuring LDAP settings, see LDAP on page 33.
Setting up Network Authentication
1. In CentreWare IS, click Properties > Security > Authentication Configuration.
2. On the Authentication Configuration page, next to Login Type, select Login to Remote Accounts.
3. Select Enabled next to Print Stored File from Folder, or Enabled next to Folder to PC/Server
Enabled to enable these services.
4. Select Enabled next to Non-account Print to allow users without accounts to access the printer.
5. To allow a guest user to access the printer, select On next to Guest User. Type the Guest
Password, then retype the password to verify.
6. Click Apply, then click Reboot Machine.
7. After the printer restarts, refresh your browser and navigate back to the Authentication
Configuration > Step 1of 2 page, and click Next at the bottom of the page.
8. Next to Authentication System, click Configure.
9. On the Authentication System page select your Authentication System from the drop-down list.
10. Type the Server Response Time-Out, and the Search Time-Out.
11. Select Enabled next to Assign UPN (User Principal Name) if desired.
12. Click Apply to accept the changes or Undo to retain the previous settings.
13. Click Reboot Machine.
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Configuring Authentication Server Settings for Kerberos
1. In CentreWare IS, click Properties > Security > Remote Authentication Servers > Kerberos Server.
2. Under Kerberos Server 1, type the host name or IP address of your primary server.
3. Type the Primary Server Port Number.
4. Type the host name or IP address of your secondary server.
5. Type the Secondary Server Port Number.
6. Type the Domain Name (realm name) of your server.
7. Type the server name, port name and domain name of any additional Kerberos servers if desired.
8. Click Apply to accept the changes or Undo to retain the previous settings.
Configuring Authentication Server Settings for SMB
1. In CentreWare IS, click Properties > Security > Remote Authentication Servers > SMB Server.
2. Next to SMB Server Setup, select By Domain Name or By Server Name /IP Address.
3. Type the Domain Name and Server Name/IP Address for each of your servers.
4. Click Apply to accept the changes or Undo to retain the previous settings.
Configuring Authentication Server Settings for LDAP
1. In CentreWare IS, click Properties > Connectivity > Protocols > LDAP > LDAP Authentication.
2. Next to Authentication Method select Direct Authentication, or Authentication of User
Attributes. Direct Authentication uses the user name and password entered by the user for
authentication with the LDAP server. Authentication of User Attributes allows you to specify the
what is entered by the user (Attribute of Typed User Name) and what is used by the printer
(Attribute of the Login User Name) to authenticate the user.
3. Type the Attribute of Typed User Name.
4. Type the Attribute of Login User Name.
5. Select Enabled next to Use Added Text String, and type the text string if you want to add text to
the user input prior to authentication.
Authentication Using a Card Reader System
Setting Up Authentication for Xerox Secure Access
Before you begin:
• Enable Secure HTTP (SSL). For details, see Enabling HTTP on page 37.
• Install the Xerox Secure Access authentication server and configure with user accounts. Refer to
the authentication server documentation for help.
Note: Accounts created on the Xerox Secure Access authentication server must match accounts
stored in the printer’s local database or in another network authentication server.
• Connect and configure your card reader.
• Install the appropriate plugin for your card reader and printer model. Download the latest plugin
files and plugin installation instructions at www.xerox.com/office/WC53XXdrivers.
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To configure authentication using Xerox Secure Access:
1. In CentreWare IS, click Properties > Security > Authentication Configuration.
2. On the Authentication Configuration page, next to Login Type, select Xerox Secure Access.
3. Select Enabled next to Print Stored File from Folder, or Enabled next to Folder to PC/Server
Enabled to enable these services.
4. Select Enabled next to Non-account Print to allow users without accounts to access the printer.
5. Click Apply, then click Reboot Machine.
6. After the printer restarts, refresh your browser and navigate back to the Authentication
Configuration > Step 1of 2 page, and click Next at the bottom of the page.
7. Next to Authentication System, click Configure.
8. On the Authentication System page select Authentication Agent from the drop-down list.
9. Type the Server Response Time-Out, and the Search Time-Out.
10. Select Enabled next to Assign UPN (User Principal Name) if desired.
11. Click Apply to accept the changes or Undo to retain the previous settings.
12. Click Reboot Machine.
Configuring Xerox Secure Access Login Settings
1. In CentreWare IS, click Properties > Security > Remote Authentication Servers Xerox Secure
Access Settings.
2. Type the Default Prompt text and Default Title text.
3. Select Enabled next to Local Login to allow users to type their credentials at the control panel.
4. Select Enabled next to Get Accounting Code to allow the printer to get the user’s accounting
code from a network accounting server when the user logs in at the control panel. Network
authentication and network accounting must be configured. For details, see Network
Authentication on page 50, and Network Accounting on page 133. If this setting is not enabled,
the user must enter an accounting code when they log in at the control panel.
5. Type the Connection Time-Out (1-300 seconds).
6. Click Apply to accept the changes or Undo to retain the previous settings.
Setting Up Authentication for a USB Smartcard Reader System
To use the printer with a card reader system other than Xerox Secure Access, you must order and install
the Xerox Common Access Card Enablement Kit. The kit includes hardware, software, and instructions
for connecting and configuring your card reader system.
Before you begin:
• Install a Kerberos authentication server and configure with user accounts.
• Connect your card reader to the printer.
Configure Network Authentication Settings
1. Configure network authentication. For details, see Network Authentication on page 50.
2. Configure Kerberos server settings. For details, see Configuring Authentication Server Settings for
Kerberos on page 51.
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Enable SmartCard Settings
1. At the printer control panel, press the Machine Status button and touch the Machine
Information tab.
2. Touch Authentication / Security Settings > Authentication > User Details Setup > Use
of SmartCard.
3. Touch Change Settings.
4. Touch Enabled.
5. Under Jobs Validated by Card select Copy, Print, or Fax/Scan, and touch Save.
Configure SmartCard Link Mode Settings
1. At the printer control panel, press the Machine Status button and touch the Machine
Information tab.
2. Touch Authentication / Security Settings > Authentication > User Details Setup > SmartCard
Link Mode.
3. Touch Change Settings.
4. Touch No Passcode Required, and touch Save.
Set the SmartCard Certificate Verification Mode
For additional security, you can set the printer to validate a user’s SmartCard against certificates
stored on the printer.
1. At the printer control panel, press the Machine Status button and touch the Machine
Information tab.
2. Touch Authentication / Security Settings > Authentication > User Details Setup > SmartCard
Certificate Verification.
3. Touch Change Settings.
4. Touch Enabled.
Configure Certificate Revocation Retrieval Settings
Configure Certificate Revocation Retrieval settings as necessary. For details, see Certificate Revocation
Retrieval Settings on page 58.
Notes:
•The root CA and intermediate CA of the user’s smartcard certificate must be stored on
the printer. For details, see Managing Certificates on page 57.
•The printer’s date and time settings must be correct to validate the certificate.
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Controlling Access to Tools and Features
Controlling Access for All Users
To lock or unlock tools and features for all users:
1. In CentreWare IS, click Properties > Security > Authentication Configuration.
2. Click Next.
3. Under Device Default State Configuration, next to Device Access, click Configure.
4. Select Locked to require authentication for all services at the control panel (Services Pathway), Job
Status button (Job Status Pathway), or the Machine Status button (Machine Status Pathway).
5. Click Apply to accept the changes or Undo to retain the previous settings.
To lock, unlock or hide individual services for all users:
1. In CentreWare IS, click Properties > Security > Authentication Configuration.
2. Click Next.
3. Under Device Default State Configuration, next to Service Access, click Configure.
4. Select Locked to require authentication for individual services at the control panel, or select
Locked (Hide Icon) to hide the service.
5. Click Apply to accept the changes or Undo to retain the previous settings.
Controlling Access for a Group of Users
If your network is connected to an LDAP server, you can configure network authentication and control
individual user or group access to services and features.
LDAP server user groups can be used to control access to services and features of the printer. For
example, the LDAP server may contain a group of users called Admin. You can configure the Admin
group on the printer so that only members of this group have administrator access to the printer. When
a user belonging to the group Admin logs onto the printer, the printer performs an LDAP directory look-
up to verify the user. Once authenticated, the user is allowed administrative rights to the printer.
You can set up and control access to your printer in four ways:
•User Roles Access Setup on page 55
•Device Access Setup on page 55
•Service Access Setup on page 55
•Feature Access Setup on page 55
Before you begin:
• Configure Network Authentication. For details, see Network Authentication on page 50.
• Configure LDAP server settings. For details, see Configuring LDAP/LDAPS Server Settings on
page 33.
To set up LDAP authorization access. in CentreWare IS, click Properties > Connectivity > Protocols >
LDAP > LDAP Authorization Access.
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User Roles Access Setup
You can assign users to specific roles groups to allow them types of access.
1. Under User Roles, in the System Administrator Access field, type the name of the group,
defined in the LDAP server database, that you want to use to grant system administrator access
to the printer.
2. In the Accounting Administrator Access field, type the name of the group, defined in the LDAP
server database, that you want to use to grant accounting administrator access to the printer.
3. Click Apply.
Device Access Setup
Note: Device Access setup requires that Authentication is enabled and Tools and Feature Access
are configured to require users to log in before they can access pathways. For details on these
topics, see Setting up Access Rights on page 48 and Controlling Access to Tools and Features on
page 54.
1. Under Device Access, in the Services Pathway field, type the name of a group, defined at the
LDAP server, that you want to use to provide access to the Services features on the printer.
2. Repeat for Job Status Pathway and Machine Status Pathway.
3. Click Apply.
Service Access Setup
Note: Service Access setup requires that Authentication is enabled and Tools and Feature Access
are configured to require users to log in before they can access services. For details on these topics,
see Setting up Access Rights on page 48 and Controlling Access to Tools and Features on page 54.
You can specify access to the services of the printer under Service Access. Type the names of the LDAP
groups for any of the services listed.
1. Under Service Access, under Access Group, type the names of the LDAP groups allowed to access
each of the individual printer services.
2. Click Apply.
Feature Access Setup
Note: Feature Access setup requires that Authentication is enabled and Tools and Feature Access
are configured to require users to log in before they can access features. For details on these
topics, see Setting up Access Rights on page 48 and Controlling Access to Tools and Features on
page 54.
You can set specific access to the color copying feature of the printer listed on the Feature Access page.
1. Under Feature Access, under Access Group, type the names of the LDAP groups allowed to access
each individual feature.
2. Click Apply.
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Digital Certificates
A digital certificate must be installed on the printer before you can enable secure HTTP (SSL). A digital
certificate is a set of data used to verify the identity of the holder or sender of the certificate. A
certificate includes the following data:
• Information about the person, organization, or computer that the certificate is issued to, including
the name, location, email address and other contact information.
• Serial number of the certificate
• Expiration date of the certificate
• Name of the certificate authority (CA) that issued the certificate
• A public key
• A certificate authority’s digital signature
Installing a Digital Certificate
There are three ways to install a certificate on the printer:
• Create a Self-Signed Certificate. The printer creates its own certificate, signs it, and creates a
public key to be used for encryption.
• Create a request to have a certificate authority, or a server functioning as a certificate authority
sign a certificate and then upload the certificate to the printer. An example of a server functioning
as a CA is Windows Server running Certificate Services.
• Install a certificate created by a trusted intermediate or root CA. For details, see Managing
Certificates on page 57.
Note: Installing a self-signed certificate is less secure than installing a certificate signed by a
trusted CA. However, if you do not have a server functioning as a certificate authority this is your
only option.
Creating a Self-Signed Certificate
1. Enable S/MIME capability for the self-signed certificate if necessary. For details, see S/MIME on
page 60.
2. In CentreWare IS, click Properties > Security > Machine Digital Certificate Management.
3. Click Create New Certificate.
4. Select Self Signed Certificate.
5. Click Continue.
6. Select the Public Key Size and type the name of the Issuer.
7. Next to Days of Validity, type the number of days (1-9999) until the certificate expires.
8. Click Apply.
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Creating a Request
1. In CentreWare IS, click Properties > Security > Machine Digital Certificate Management.
2. Click Create New Certificate.
3. Select Certificate Signing Request (CSR).
4. Fill out the form with your 2-Letter Country Code, State/Province Name, Locality Name,
Organization Name, Organization Unit, and Email Address.
5. Click Apply.
6. Values from the form are used to generate a Certificate Signing Request.
7. When the process is complete, you are prompted to save the Certificate Signing Request.
Right-click the link and save the csr.pem file to your computer.
8. Email the file to a trusted certificate authority to be signed.
Uploading a Certificate
When a signed certificate is received back from a trusted certificate authority, you can upload the
certificate to the printer. You can also upload certificates, root certificates, and intermediate CA
certificates to establish a complete chain of trust.
1. In CentreWare IS, click Properties > Security > Machine Digital Certificate Management.
2. Click Upload Signed Certificate.
3. If the certificate is password protected, type the Password and retype to verify.
4. Click Browse or Choose File, navigate to the signed certificate in .crt format, and click Open
or Choose.
5. Click Import.
Note: The signed certificate must match the CSR created by the printer.
Managing Certificates
To see information about the certificates installed on the printer, or specify the certificate to use for
S/MIME, SSL, and IPSEC:
1. In CentreWare IS, click Properties > Security > Certificate Management.
2. Select a certificate Category, Certificate Purpose, and Certificate Order.
3. Click Display the list.
4. Select a certificate from the list and click Certificate Details.
5. To set the certificate as the primary certificate, click Use this certificate. If Use this certificate is
not available, then the selected certificate has expired, or is not valid. All certificates in the
certification path (chain of trust) must be installed on the printer and be valid.
6. Click Delete to remove the certificate, or Export to save the certificate to your computer.
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Certificate Revocation Retrieval Settings
1. In CentreWare IS, click Properties > Security > Certificate Revocation Settings.
2. Under General, select the Level of Certificate Verification.
•Low: The revocation status of certificates is not checked. The printer verifies that the
certificate has not expired, and the certificate issuer and signature are valid.
•Medium: The revocation status of certificates is checked. If the certificate status cannot be
obtained due to a network error, the certificate is still considered valid.
•High: The revocation status of certificates is checked. The certificate is only considered valid
after successfully verifying that the certificate has not been revoked.
3. Under General, select the Retrieval of Certificate Status.
4. If you selected OCSP as the retrieval method, under OCSP, next to Send Query to OCSP
Responder With, select URL as Specified in Certificate or URL as SPecified by Administrator.
5. Type the URL of OCSP Responder
6. Type the OCSP Communication Time-Out (5-60 seconds).
7. If you selected CRL as the retrieval method, under CRL, next to Auto Retrieval of CRL, select
Enabled if desired.
8. Type the CRL Retrieval Time-Out (5-60 seconds).
9. Click Apply to accept the changes or Undo to retain the previous settings.
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Secure HTTP and SSL/TLS
You can encrypt all data sent over HTTP by establishing an encrypted SSL connection. You can enable
SSL encryption for the following services:
• Configuring the printer in CentreWare IS
• Printing from CentreWare IS
• Printing using IPP
• Managing scan templates
• Network scanning
• Network accounting
Before you begin:
• Install a digital certificate. For details, see Installing a Digital Certificate on page 56.
• Ensure that the date and time configured on the printer is correct. This is used to set the start time
for self signed certificates.
Configuring Secure HTTP and SSL/TLS Settings
Notes:
•A digital certificate must be installed on the printer before you can enable Secure HTTP.
For details, see Installing a Digital Certificate on page 56.
•If Secure HTTP is enabled, to access CentreWare IS, all pages will contain https:// in the
URL for the Web page.
1. In CentreWare IS, click Properties > Security > SSL/TLS Settings.
2. Next to HTTP - SSL/TLS Communication, select Enabled.
3. Type the port number you want to use for HTTP SSL/TLS.
4. If you want to use SSL/TLS for LDAP communication, select Enabled next to
LDAP - SSL/TLS Communication.
5. If you want to use S/MIME communication, select Enabled next to S/MIME - SSL/TLS
Communication. For more information about S/MIME configuration, see S/MIME on page 60.
6. If you want to use SSL/TLS for SMTP communication, next to SMTP - SSL/TLS Communication,
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. If your server does not
support STARTTLS, SMTP communication is not encrypted.
7. Select Enabled next to Verify Remote Server Certificate if necessary.
8. Click Apply to accept the changes or Undo to retain the previous settings.
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S/MIME
Secure/Multipurpose Internet Mail Extensions (S/MIME) is a standard for public key encryption and
signing of email encapsulated in MIME.
Before you begin:
• Enable SSL/TLS. For details, see Configuring Secure HTTP and SSL/TLS Settings on page 59.
• If an S/MIME-capable self-signed certificate is not available, install an S/MIME certificate and all
certificates in the certification path (chain of trust) for the S/MIME certificate. The S/MIME
certificate must be in PKCS #12 format, and the email address in the certificate must be the same
as the printer’s email address. For details, see Managing Certificates on page 57.
• Enable S/MIME Communication on the SSL/TLS Settings page. For details, see Configuring Secure
HTTP and SSL/TLS Settings on page 59.
Configuring S/MIME Settings
1. In CentreWare IS, click Properties > Security > S/MIME Settings.
2. Under S/MIME Settings, next to Message Digest Algorithm, select SHA1, or MD5.
3. Next to Message Encryption Method, select 3DES, RC2-40, RC2-64, or RC2-128.
4. Next to Certificate Auto Store, select Enabled to allow the printer to automatically store a user’s
digital certificate when the printer receives a digitally signed email.
5. Under E-mail, next to Receive Untrusted E-mail, select Enabled to allow the printer to receive an
email from a user whose digital certificate is not in the printer’s chain of trust, or from a user that
does not have a digital certificate.
6. Next to Digital Signature - Outgoing E-mail, select Select during send, to allow users to
manually choose to sign an outgoing email using the user’s digital signature, or the printer’s
digital signature. Select Always add signature to use the setting specified at the control panel, or
select Do not add signature.
Note: To specify the certificate at the control panel, press the Machine Status button, and touch
the Tools tab. Touch System Settings > Connectivity & Network Setup > Security Settings >
S/MIME Settings. Touch Signing Certificate for E-mail Attachments, and touch Change
Settings. Touch Device Certificate or Smart Card Certificate, and touch Save.
7. Next to Split Encrypted E-mail for Each Recipient, select Enabled to split an encrypted
email addressed to multiple recipients into individual encrypted emails addressed to each of
the recipients.
Note: When an encrypted email is split for each recipient, it will only be sent to recipients with a
valid email address. Print a transmission report to see delivery status. For details see Configuring
Secure HTTP and SSL/TLS Settings on page 59
8. Click Apply.
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IPsec
Internet Protocol Security (IPsec) is a group of protocols used to secure Internet Protocol
communications by authenticating and encrypting each IP data packet. It allows you to control IP
communication by creating protocol groups, policies, and actions for the following:
Configuring IPSec
Note: Secure HTTP (SSL) must be enabled with an installed digital certificate before you can
enable IPsec.
1. In CentreWare IS, click Properties > Security > IPSec.
2. Next to Protocol, select Enabled.
3. Select the IKE Authentication Method, Preshared Key or Digital Signature.
4. If you select Preshared Key, type the Shared Key and retype the key to verify.
5. Type the IKE SA Life Time (5-28800 minutes).
6. Type the IPSec SA Life Time (300-172800 minutes).
7. Select the DH Group type.
8. Enable PFS if necessary.
9. Type the Specific Destination IPv4 Address.
10. Type the Specific Destination IPv6 Address.
11. To restrict the printer from communicating with devices that are not using IPSec, select Disabled
next to Communicate with Non-IP Sec Device.
12. Click Apply to accept the changes or Undo to retain the previous settings.
• DHCP v4/v6 (TCP and UDP)
• DNS (TCP and UDP)
•FTP (TCP)
• HTTP (Scan Out, TCP port 80)
• HTTPS (Scan Out, TCP port 443)
• HTTPS (Web Server, TCP port 443)
•ICMP v4/v6
• IPP (TCP port 631)
• LPR Print (TCP port 515)
• Port 9100 Print (TCP port 9100)
• SMTP (TCP/UDP port 25)
• SNMP (TCP/UDP port 161)
• SNMP Traps (TCP/UDP port 162)
• WS-Discovery (UDP port 3702)
• Up to 10 additional services
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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.
Before you begin:
• Ensure your 802.1X authentication server and authentication switch are available on the network.
• Determine the supported authentication method.
• Create a user name and password on your authentication server.
• Changing and applying 802.1X settings causes the printer to restart. Ensure that the printer can
be offline for several minutes.
Configuring 802.1X
1. Click Properties > Security > IEEE 802.1X.
2. Next to Enable IEE E 802.1x select Enabled.
3. Under Authentication Method, select the method used on your network. Options are:
•EAP-MD5
•EAP-MS-CHAPv2
•PEAP/MS-CHAPv2
•EAP-TLS: This method is available if the printer is configured to use EAP-TLS. For details, see
Configuring the Printer for 802.1X using EAP-TLS Authentication on page 62.
4. Type the Login Name (Device Name) required by your authentication switch and server.
5. Type the Password, then retype to verify.
6. Select Enabled next to Certificate Validation if necessary.
7. Click Apply to accept the changes or Undo to retain the previous settings.
Configuring the Printer for 802.1X using EAP-TLS Authentication
1. Create a self-signed certificate. For details, see Creating a Self-Signed Certificate on page 56.
2. Enable SSL. For details, see Secure HTTP and SSL/TLS on page 59.
3. Click Properties > Security > Machine Digital Certificate Management.
4. Upload a PKI client certificate from a trusted CA. For details, see Uploading a Certificate on
page 57.
5. Click Properties > Security > Certification Management.
6. Next to Certificate Purpose, select SSL Client.
7. Click Display List.
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8. Select the check box next to the certificate you want to use.
9. Click Certificate Details.
10. Click Use this Certificate.
11. Click Reboot Machine. You can now select EAP-TLS as the 802.1X authentication method. For
details, see Configuring 802.1X on page 62.
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FIPS140-2 Data Encryption
All data stored on and transmitted by the printer is encrypted. Some services and protocols, such as
SMB, NetWare, SNMPv3, and the PDF Direct Print service do not use an encryption method that
complies with government standard FIPS140-2.
You can warn users with a control panel message when data is about to be transmitted that is not
encrypted to FIPS140-2 standard.
For more information, see the printer’s Security White Paper on the Xerox website.
To enable the warning message:
1. In CentreWare IS, click Properties > Security > FIPS140 Validation Mode.
2. Next to FIPS140 Validation Mode, select Enabled.
Note: FIPS 140-2 encryption does not apply to the following services and protocols: SMB,
NetWare, SNMPv3, PDF Direct Print Service.
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Overwriting Image Data
To ensure that image data on the printer’s hard drive cannot be accessed, you can delete and overwrite
image data. Image data is any and all in-process or temporary user data on the hard drive, such as
current jobs, queued jobs, temporary scan files, but not saved jobs or folders. By default, the printer
deletes and overwrites each job three times after it finishes processing.
Manually Deleting Image Data
To manually delete image data on the printer’s hard drive:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch Authentication/Security Settings > Overwrite Hard Disk.
3. Touch Number of Overwrites, then touch 1 Overwrite, or 3 Overwrites.
4. Touch Save.
5. Touch Run Image Overwrite.
CAUTION: All image data will be deleted.
6. Touch Start.
7. Touch Yes to confirm. The following will be deleted:
• Secure, Sample, and Delay print jobs
• Images stored in folders
• PDL spool files
• Fax documents
• Any temporary files
Note: While data is being deleted, the printer will be offline. The printer will restart when the
process is complete.
Scheduling Routine Deletion of Image Data
To schedule a regular time when image data on the printer’s hard drive will be deleted:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch Authentication/Security Settings > Overwrite Hard Disk.
3. Touch Number of Overwrites, then touch 1 Overwrite, or 3 Overwrites.
4. Touch Save.
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5. Touch Run Image Overwrite.
CAUTION: All image data will be deleted.
6. Touch Scheduled Image Overwrite.
7. Touch Daily, Weekly, or Monthly and touch the arrow icons to specify when you want image data
to be deleted.
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IP Filtering
You can prevent unauthorized network access by only allowing data to be transmitted to and from
specific IP addresses and ports.
Creating an IP Filter Rule
1. In CentreWare IS, click Properties > Security > IP Filtering.
2. Under IPv4 Filtering, or IPv6 Filtering select Enabled.
3. Click Add under IPv4 Filtering, or IPv6 Filtering.
4. Type the Source IP Address. This is the IP address of the computer or device that you want
to allow.
5. Type a number for the Source IP Mask that will use this rule. The allowable range of 0 to 32
corresponds to the 32-bit binary number comprising IP addresses. A number of 8, for example,
represents a Class A address (mask of 255.0.0.0). The number 16 represents a Class B address
(mask of 255.255.0.0). The number 24 represents a Class C address (mask of 255.255.255.0).
6. Refresh your browser and navigate back to the IP Filtering page. Under IP Filter Rule List, select
the rule that you just created.
7. Select your rule in the list, and click Apply.
8. Click Edit or Delete to edit or delete an existing rule.
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Audit Log
When the Audit Log feature is enabled, the printer begins recording events that happen on the printer.
You can download the Audit Log as a tab-delimited text file, and review it to find security breaches and
assess the printer’s security.
Enabling Audit Log
Note: Secure HTTP (SSL) must be enabled before you can enable Audit Log. For details, see Secure
HTTP and SSL/TLS on page 59.
1. In CentreWare IS, click Properties > Security > Audit Log.
2. Next to Audit Log, select Enabled.
3. Click Apply to accept the changes or Undo to retain the previous settings.
Saving an Audit Log
1. In CentreWare IS, click Properties > Security > Audit Log.
2. Under Export Audit Log, right-click the Export as text file link and save the compressed
auditfile.txt file to your computer.
3. Open the file in an application that can read a tab-delimited text file.
Interpreting the Audit Log
The Audit Log is formatted into columns
•Log ID: A unique value that identifies the event.
•Date: The date that the event happened in mm/dd/yy format.
•Time: The time that the event happened in hh:mm:ss format.
•Audit Event ID: The type of event. The number corresponds to a unique description.
•Logged Events: An abbreviated description of the type of event.
Notes:
•One audit log entry is recorded for each network destination within a Network Scanning
scan job.
•For Server Fax jobs: One audit log entry is recorded for each Server Fax job.
•For Email jobs: One audit log entry is recorded for each SMTP recipient within the job.
•User Name: User Name, Job Name, Computer Name, Printer Name, Folder Name, or Accounting
Account ID (when Network Accounting is enabled).
Note: Network Authentication must be configured to record the user's name in the Audit Log.
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•Description: More information about the Logged Event. When the Logged Event is System Status
for example, one of the following may be displayed:
• Started normally (cold boot)
• Started normally (warm boot)
• Shutdown requested
• Image Overwriting started
•Completion Status: The status of the event.
•Optionally Logged Items: Other information recorded when the event occurs, such as log in and
authentication access method.
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PDF and XPS Signatures
You can add a digital signature to PDF or XPS documents that are created by the printer scan feature.
The signature uses the information in the device Scan File certificate, or a smart card S/MIME
digital certificate.
Before you begin:
• Select the device Scan File certificate. For details, see Managing Certificates on page 57.
• Install an S/MIME digital certificate. For details, see Installing a Digital Certificate on page 56.
• Enable secure HTTP (SSL) and S/MIME communication. for details, see Secure HTTP and SSL/TLS
on page 59.
To set digital signatures:
1. In CentreWare IS, click Properties > Security > PDF / XPS Security Settings.
2. Next to PDF Signature, select when you want the signature to be added.
3. Click Apply.
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Address Book Security
Controlling CentreWare IS Address Book Access
You can allow all users to edit the public address book in CentreWare IS, or restrict access to system
administrators only.
1. In CentreWare IS, click the Address Book tab.
2. Under Security, click Access Rights.
3. Select System Administrators Only, or Open to All Users.
Controlling Control Panel Address Book Access
Before you begin, configure Local Authentication. For details, see Local Authentication on page 49.
You can create an Authorization Group to restrict users from using or editing the address book at the
control panel.
1. In CentreWare IS, click Properties > Security > Create Authentication Groups.
2. Click Edit next to one of the group numbers.
3. Type the Group Name.
4. Next to Restrict Recipient Selection Method, select No Restriction to allow access for the group,
or Always Apply Restriction to require authentication for the group.
5. Next to Restrict User to Edit Address Book, select No Restriction, or Always Apply Restriction.
6. Next to Allow User to Disable Active Settings, select Allow or Do Not Allow.
7. Click Apply to accept the changes or Undo to retain the previous settings.
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Restricting Access to Job Information
You can control how job information is displayed at the control panel when users press the Job
Status button.
Hiding or Password Protecting Completed Job Information
1. In CentreWare IS, click Properties > Security > Job Status Default > Completed Jobs View.
2. Next to Completed Jobs View, select Require Login to View Jobs, or No Job Viewing to keep
users from seeing completed job information.
3. If you selected Require Login to View Jobs, next to Access To, select All Jobs or Jobs Run By Login
User Only.
4. Next to Hide Job Details, select Yes or No.
5. Click Apply.
Hiding Active Job Information
1. In CentreWare IS, click Properties > Security > Job Status Default > Active Jobs View.
2. Next to Hide Job Details, select Yes or No.
3. Click Apply.
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Hiding or Displaying 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 IS, 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.
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5
Printing
This chapter includes:
•Selecting Print Mode Options on page 76
•Managing Banner Sheet Printing Options on page 77
•Print Service Settings on page 78
•UNIX, Linux, and AS/400 Printing on page 80
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Selecting Print Mode Options
You can specify the print mode that you want the printer to use for individual protocol types.
1. In CentreWare IS, click Properties > Services > Printing > Print Mode.
2. Under Print Mode, select Auto, HP-GL/2, PLCL 6/5e, or TIFF/JPEG from the drop-down list.
3. Select PJL if necessary.
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Managing Banner Sheet Printing Options
You can set the printer to print a Banner Sheet with each print job. The banner sheet contains
information identifying the user and job name. This option can be set in the print driver, in
CentreWare IS, or at the printer control panel.
Note: Banner sheet printing must be enabled in the print driver. It must also be enabled at the
control panel, or in CentreWare IS or a banner sheet will not print.
Enabling Banner Sheet Printing in CentreWare IS
1. In CentreWare IS, click Properties > Services > Printing > Print Mode.
2. Under Banner Sheet, next to Sensing Separator Page, select Enable.
3. Next to Banner Sheet select Start Sheet, End Sheet, or Start Sheet and End Sheet.
4. Select the tray that you want the sheet to be printed to.
5. To allow banner sheet printing to be to be enabled or disabled from the print driver, select
Enabled next to Allow Print Driver to Override.
6. Click Apply.
Enabling Banner Sheet Printing at the Control Panel
1. At the printer control panel, press the Machine Status button, then touch Tools.
2. Touch Print Service Settings > Other Settings.
3. Touch Banner Sheet.
4. Touch Change Settings.
5. Touch Start Sheet, End Sheet, or Start Sheet and End Sheet
6. Touch Allow Print Driver to Overide to allow banner sheet printing to be to be enabled or
disabled from the print driver.
7. Touch Save.
Enabling Banner Sheet Printing in the Printer Driver
1. With your file open, from your application’s File menu, click Print. The application Print
window displays.
2. Select your printer from the Printer Name drop-down menu.
3. Click Properties to access the print settings for the job.
4. Click the Advanced tab.
5. Click to expand the Paper/Output option.
6. Click Banner Sheets, then click the down arrow and select Enabled or Disabled.
Note: If banner page printing is disabled through CentreWare IS or the at the printer control
panel, setting the print driver to print banner pages will have no effect.
7. Click OK.
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Print Service Settings
Configuring Print Service Settings
To allocate memory for print settings:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Print Service Settings > Allocate Memory.
3. Specify the amount of memory allocated to the following print settings as necessary.
•HP-GL/2 Auto Layout Memory
•Job Ticket Memory
•Receiving Buffer USB, LPD, Netware, SMB, IPP, Port 9100
To set memory for other types of print settings:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Print Service Settings > Other Settings.
•Print Area: Touch Extended to print beyond the standard page margins.
•Substitute Tray: Specify what happens when the printer runs out of a specific size paper:
•Display Message
•User Larger Size
•User Closest Size
•Select Tray 5
•Paper Type Mismatch: Specify what happens when the paper type loaded in the tray does
not match the paper type specified.
•Print
•Display Confirmation Screen
•Display Paper Supply Screen
•Unregistered Forms: Set whether or not to print a job if a form specified for printing in a form
data file (overlay printing) is not registered on the printer. If you touch Print, only the data is
printed because the specified form is not present. The setting is added to the print settings
menu when there is a print specification from the host computer.
•Resume Job After Print Error: Touch Job Resumes Automatically to automatically cancel a
print job when an error occurs. Touch Resume by User to display a control panel prompt
requiring a user to cancel the job manually.
•When Paper Jam Occurs: Touch Resume Job after Jam Clearance to continue printing a job
after clearing a paper jam, or Delete Job to cancel the print job.
•Printer User ID: You can print a user’s User ID on the page. Touch Top L eft, Top Right,
Bottom Left, or Bottom Right. The User ID must be specified in the user’s print driver.
•Banner Sheet: Touch Start Sheet to print an identifying page before each print job, End
Sheet to print an identifying page after each print job, or Start Sheet and End Sheet to
print both.
•Banner Sheet Offset: Set whether or not to offset when banner sheets are output.
•Banner Sheet Tray: Select the tray to use for printing banner sheets.
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•XPS Print Ticket Processing: Specify how the printer processes print tickets in XPS documents.
Select Standard Mode, or Compatible Mode to use the Microsoft-compliant mode.
•LPD Print Queue: Touch Data Processing Order, or Job Submission Order to specify the LPD
print sequence.
Configuring Media Print Service Settings
To configure media print settings:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Media Print Service Settings.
3. Select the paper supply preset from the list, and associate the paper tray to the paper
supply selection.
4. Click Apply.
Configuring the Envelope Tray
To Configure the envelope tray:
1. Remove Tray 1 from the printer.
2. Insert the envelope tray in the Tray 1 position in the printer.
3. At the printer control panel, press the Machine Status button, then touch the Tools tab
4. Using the touch screen keyboard, enter admin, touch Next, enter 1111, then touch Enter.
5. Touch Tools tab > System Settings.
6. Touch Common Service Settings.
7. Under Features, scroll down, then touch Other Settings.
8. Under Page, touch the down arrow to display page 2 of 3.
9. Touch Tray 1 Configuration, then touch Change Settings.
10. Touch Coupled as Envelope Feeder, touch Save, then touch Close.
11. Under Features, scroll up, then touch Paper Tray Settings.
12. Touch Paper Tray Attributes, then touch Tray 1.
13. Touch the check box for Envelope Feeder, then touch Change Settings.
14. Ensure that Paper Type is set to Envelope.
15. Under Paper Size, touch the desired envelope size.
16. Touch Save, touch Confirm, then touch Close twice.
The envelope tray is now ready for use.
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UNIX, Linux, and AS/400 Printing
UNIX-based printing uses LPD/LPR port 515 or port 9100 to provide printer spooling and network print
server functionality. Xerox printers can communicate using either protocol.
Xerox Services for UNIX Systems (XSUS)
XSUS is an application that allows you to manage and print to multiple printers in UNIX and Linux
environments. With XSUS you can:
• Configure and check the status of network connected printers.
• Set up a printer on your network as well as monitor the operation of the printer once installed.
• Perform maintenance checks and view supplies status at any time.
• Provide a common look-and-feel across the many different suppliers of UNIX and Linux
operating systems.
Supported Printing Models
•Workstation-to-printer (Peer-to-Peer): Print jobs are processed and spooled locally on your
computer, then sent directly to the printer. XSUS must be installed on each computer.
•Workstation-to-Server (Client-Server): Print jobs are processed and spooled on your computer
and then sent to the printer to be printed. This model requires XSUS to be installed on both the
server and on the computer.
•Server Based: Print jobs are sent unprocessed from your computer and are spooled on the server
and then sent to the printer. This model requires XSUS to be installed on the server only. Individual
computers can print to the printer by setting up a generic lp or lpr queue pointing to the queue on
the print server.
•Network Information Service (NIS) Based: NIS uses a printer configuration map on the server.
When new printer queues are added to a print server, only the configuration file in the master NIS
server must be updated. NIS clients can then print to any of the queues listed on the server map
without setting up local queues.
Note: Consult your UNIX or Linux operating system manual for more information on how to set up
NIS-based printing.
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Installing XSUS
Before you begin:
Note: You must have root or superuser privileges to install XSUS.
Download the latest Unix, Linux, or Sun Solaris software from the Support page of the Xerox website.
This includes the following two .tgz files:
•Printer Model Package file which contains ppd files for all printer models. The file name is
PrinterPkgXPXX_20xx_xx_xx.tgz.
•Printer Driver for your operating system. The available files are:
• XeroxAIXpowerpcxpxx_x.xx.xx.tgz for the IBM RS6000 family.
• XeroxHPUXXPXX_x.xx.xx.tgz to support HP workstations.
• XeroxLinuxi386XPXX_x.xx.xx.tgz to support Linux environments.
• XeroxSolarisXPXX_x.xx.xx.tgz for Sun Solaris systems.
Download the Files
1. Set up a temporary directory to download the files.
2. Download the printer driver and Printer Model Package .tgz files to the temporary directory.
3. At the UNIX command line, type gzip -dfv {filename.tgz} then press Return or Enter. The
{filename} must include a .tgz extension.
4. Type tar -xvf {filename.tgz} then press Return or Enter.
5. The files are expanded and two directories are created with names that match the printer driver
and Printer Model Package .tgz file names.
Note: The expansion steps must done for both .tgz files.
Perform the Installation Procedure
1. Change to the directory created by the expansion of the Code .tgz file.
2. On the command line, type ./setup then press Return or Enter.
3. Change to the directory created by the expansion of the Printer Definition .tgz file.
4. Type ./setup then press Return or Enter.
The installation creates a Xerox directory in /usr or /opt depending on your operating system.
Launch XSUS
To launch XSUS from a terminal window prompt as root, type xpadmin, then press Enter or Return.
Note: XSUS automatically detects if your system’s X server is able to run in graphical mode or not
and starts accordingly.
For more information on managing printers and queues through XSUS, see the XSUS Administrator
Online Help.
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Printing from a Linux Workstation
Ensure that CUPS is installed and running on your workstation. The instructions for installing and
building CUPS are contained in the CUPS Software Administrators Manual, written and copyrighted by
Easy Software Products.
Note: For complete information on CUPS printing capabilities, see the CUPS Software Users
Manual available from www.cups.org/documentation.php.
Installing the Xerox PPD on the workstation
The Xerox PPD for CUPS is available on the Xerox website. Download the file and follow the instructions
that come with it.
1. Download the latest Unix PPD from the Support page of the Xerox website.
2. Copy the PPD into your CUPS ppd/Xerox folder on your workstation. If you are unsure of the
folder's location, use the Find command to locate the ppd's.
Adding the Xerox Printer
1. Verify that the CUPS daemon is running.
2. Open a Web browser and type http://localhost:631/admin, then click Enter or Return.
3. In User ID, type root. For password, type the root password.
4. Click Add Printer and follow the on screen prompts to add the printer to the CUPS printer list.
Printing with CUPS
CUPS supports the use of both the System V (lp) and Berkeley (lpr) printing commands.
1. To print to a specific printer in System V, type: lp -dprinter filename, then click Enter.
2. To print to a specific printer in Berkeley, type: lpr -Pprinter filename, then click Enter.
AS/400
Xerox provides Work Station Customization Object (WSCO) files to support AS/400 or Iseries, V5R2 or
later. The WSCO is a file that provides printer-specific PCL codes that the host print transform uses to
select the correct tray, 2-sided (duplex) option, font size and type, and orientation.
The XTOOLSxxxx library provides a source WSCO for each supported Xerox printer or device. You only
need to download and install the library once.
Notes:
•The host print transform only works on files that are of the type AFPDS and SCS. PIDS
formatted printer files must be recreated as type AFPDS to use the WSCO for printing.
•You must have IOSYSCFG permissions to create a device description or a remote queue.
•For details on AS/400, refer to the IBM AS/400 Printing V, (Red Book), available on the
IBM website.
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Installing the WSCO and Setting up Print Queues
For detailed instructions on installing the library and setting up print queues, refer to the installation
instructions that are included with the library.
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6
Copying
This section includes:
•Specifying Default Copy Settings on page 86
•Creating Copy Feature Presets on page 87
•Copy Control on page 88
•Original Size Defaults on page 89
•Reduce and Enlarge Presets on page 90
•Defining Custom Colors on page 91
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Specifying Default Copy Settings
You can specify the default copy settings that users see at the control panel.
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Copy Service Settings.
3. Touch Copy Defaults.
4. Touch the desired setting. For copy setting details, see the User Guide.
5. Touch Change Settings.
6. Make the desired changes to the setting, then touch Save.
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Creating Copy Feature Presets
You can define a preset for commonly used copy settings:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Copy Service Settings.
3. Touch Preset Buttons.
4. Touch a preset in the list, then touch Change Settings.
5. Make the desired changes to the preset, then touch Save.
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Copy Control
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Copy Service Settings.
3. Touch Copy Control.
4. Touch a setting in the list.
5. Touch Change Settings.
6. Make the desired changes, then touch Save.
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Original Size Defaults
You can change the default size specifications for originals:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Copy Service Settings.
3. Touch Original Size Defaults.
4. Touch an original size in the list.
5. Touch Change Settings.
6. Make the desired changes to the preset, then touch Save.
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Reduce and Enlarge Presets
To change the presets for reducing or enlarging images:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Copy Service Settings.
3. Touch Reduce/Enlarge Presets.
4. Touch a preset in the list, then touch Change Settings.
5. Make the desired changes to the preset, then touch Save.
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Defining Custom Colors
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Copy Service Settings.
3. Touch Defining Custom Colors.
4. Touch a custom color in the list, then touch Change Settings.
5. Touch the arrows to increase or decrease the values for Yellow, Magenta, or Cyan, then touch Save.
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7
Scanning
This chapter includes:
•Configuring General Scan Service Settings on page 94
•Scanning to a Folder on the Printer on page 95
•Scanning to an Email Address on page 97
•Network Scanning on page 100
•Scanning to a User’s Home Folder on page 108
•Scanning to a USB Drive on page 109
•Job Flow Sheets on page 110
•Configuring the Printer for the Scan Utility on page 112
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Configuring General Scan Service Settings
Setting Scan Defaults
To define scanning default settings for all users:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Scan Service Settings > Scan Defaults.
3. Touch a default setting in the list, then touch Change Settings.
4. Make the desired changes to the default setting, then touch Save. For details about scan settings,
see the User Guide at www.xerox.com/office/WC53XXdocs.
Setting Scan to PC Defaults
To define default Scan to PC settings for all users:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Scan Service Settings > Scan to PC Defaults.
3. Touch a default setting in the list, then touch Change Settings.
4. Change the following settings as necessary:
•Transfer Protocol: Touch FTP, SMB, or SMB (UNC Format).
•Login Credential to Access Destination: Touch Remotely Authenticated User to use the
user name and password of the remotely authenticated user for login.
•User Name for FTP Scan: If you selected Remotely Authenticated User for the Login
Credential to Access Destination setting, touch User Name Only, to only use the User Name
for login, or Add Domain Name to use the user’s full login credential name, including the
domain name.
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Scanning to a Folder on the Printer
The Store to Folder feature allows users to scan files to folders created on the printer’s hard drive.
These files can then be retrieved through CentreWare IS. This feature provides network scanning
capability without the need to configure a separate server.
Notes:
•To use this feature, you must purchase and install the Scan Kit. See the instructions
included with the kit for details.
•For instructions explaining how to use this feature, see the User Guide at
www.xerox.com/office/WC53XXdocs.
Managing Folders and Scanned Files
Creating and Editing a Folder
To create a folder:
1. In CentreWare IS, click Scan > Folder.
2. Next to a folder number, click Create.
3. Type a name for the folder.
4. If required, type a password, then retype the password again to verify.
5. Next to Check Folder Passcode, select: Always, Save (Write), or Print/Delete.
6. Next to Delete Files after Print or Retrieve, select Enabled to delete files after they are printed
or retrieved.
7. Next to Delete Expired Files, select Enabled to delete files after the stored file folder date expires.
To set the expiration date in the stored file folders, see Configuring Stored File Settings on
page 140.
8. Click Apply.
To edit or delete a folder, click Edit or Delete next to the folder number.
Scheduling Deletion of Files Stored in Folders
To minimize disk space consumed by stored files, the printer can delete files after a specified
time period.
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Stored File Settings.
3. Touch Expiration Date for Files Stored in Folder.
4. Touch On and select the number of days that files are kept before deletion, and the time that they
are deleted on the last day.
5. Touch Save.
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Configuring Folder Service Settings
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Folder Service Settings.
3. Change the following fax settings as necessary:
•Files Retrieved By Client: Specify when to delete files that have been retrieved from a folder.
Tou ch Delete According to Folder Settings to use the folder settings, or touch Force Delete
to ignore the folder settings and delete files from folders after they are retrieved.
•Print and Delete Confirmation Screen: Touch Enabled to display a confirmation message
on the touch screen when a file is printed and deleted from a folder.
•Convert Custom Size to Standard Size: Touch Yes to convert files in folders to a standard size
when transferring a fax or Internet fax for secure polling.
•Standard Size Threshold Value: Specify the standard size for the Convert Custom Size to
Standard Size setting.
•Internet Fax to Internet Fax: Touch Enabled to allow users to forward files stored in folders
using the Internet fax service.
•Internet Fax to E-mail: Touch Enabled to allow users to forward files stored in folders using
the email service.
•Quality/File Size for Retrieval: Select the quality and size that files will be compressed to
when retrieved from a folder.
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Scanning to an Email Address
The Email feature allows users to scan a document and send it as an Email attachment to one or more
Email addresses.
Notes:
•To use this feature, you must purchase and install the Scan Kit. See the instructions
included with the kit for details.
•For instructions explaining how to use this feature, see the User Guide at
www.xerox.com/office/WC53XXdocs.
Before you begin:
• Purchase and install the Scan Kit. See the instructions included with the kit for details.
• Configure SMTP settings. For details, see Configuring SMTP Server Settings on page 31. Note the
IP Address or host name of your SMTP server.
• Create an email account for the printer. The printer uses this address as the default text in the
From: field of the email.
Configuring Email Settings
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > E-mail / Internet Fax Service Settings > E-mail Control.
3. Change the following settings as necessary:
•Maximum Address Entries: Select the maximum number of email addresses that a scanned
document can be sent to. This includes To:, Cc:, and Bcc: fields.
•Incoming E-Mail Print Options: Select the parts of the email that you want to print.
•Print Attachment Only:
•Attachment, Full Headers & Message:
•Attachment, Basic Headers & Message:
•Print Error Notification E-mail: Touch On to print an error report when an email transmission
error occurs.
•Response to Read Receipts: Touch On to allow the printer to respond to a request for a read
receipt (MDN) after an email is received.
•Read Receipts: Touch On to allow the printer to request a read reciept (MDN) when an email
is sent.
Note: This does not apply to the Internet Fax service. For Internet Fax, read receipt settings, go to
Tools > Fax Service Settings > Internet Fax Control > Delivery Confirmation Method.
•Print Delivery Confirmation Mail: Touch On to print a confirmation report (DSN response or
MDN response) for every transmission. Touch Print when delivery fails to print a report when
a transmission fails.
•Split Send Method: Touch Split into Pages, or Split by Data Size to split a large email into
multiple email messages.
•Maximum Data Size per E-Mail: Specify the maximum size of an email that will be split
when using the Split by Data Size method.
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•Maximum Total Data Size: Specify the maximum size of an email that can be sent.
•Maximum Split Count: Specify the maximum number of splits.
•Allow Casual Users to Edit From Field: Touch Yes to allow any user to edit the From field of
an email.
•Allow Guest Users to Edit From Field: Touch Yes to allow users authenticated as a guest to
edit the From field of an email.
•Allow to edit From if Search Found: Touch Yes to allow users to edit the From field of an
email if the user’s search for an email address in the address book is successful.
•Allow to edit From if Search Failed: Touch Yes to allow users to edit the From field of an
email if the user’s search for an email address in the address book fails.
•Email Sending When Search Failed: Touch Enabled to disable the Email service if the user’s
search for an email address in the address book fails.
•Add Me to “To” Field: Touch Yes to automatically add the authenticate users email address
to the To field of an email.
•Add Me to “Cc” Field: Touch Yes to automatically add the authenticate users email address
to the Cc field of an email.
•Edit E-mail Recipients: Touch Yes to allow users to edit the To, Cc, and Bcc fields of an email.
Note: If you select No, set Add Me to “To” Field, and Add Me to “Cc” Field to Yes, or users will not
be able to edit the To and Cc fields.
Editing Default Email Settings
1. In CentreWare IS, click Properties > Services > E-mail > Defaults.
2. Click Edit.
3. Next to Receiving Protocol, select POP3 or SMTP.
4. Next to From Address, type the text that you want to appear in the From field of email.
5. Next to From Name, type the text that you want to appear in the Name field of email.
6. Next to Incoming E-mail Print Options, select the parts of the email that you want to print.
7. Next to Output Destination for Incoming E-mail, select the tray that you want to print to.
8. Next to Print Delivery Confirmation E-mail, select On to always print a confirmation report or
select Print when delivery fails to print a confirmation message when a transmission fails.
9. Next to Print Error Notification E-mail, select Enabled to print an error report when an email
transmission error occurs.
10. Next to Response to Read Receipts, select Enabled to allow the printer to respond to a request
for a read reciept (MDN) after an email is received.
11. To block or allow email transmissions to or from specific domains, next to Domain Filtering, select
Allow Domains or Block Domains, then click Edit. Type the domain names on the Domain Filter
Settings page click Apply at the bottom of the page.
12. Next to Allow Authenticated Users to Edit "From:" Field when, select: Address Book (LDAP)
Search Successful or Address Book (LDAP) Search Failure.
13. Next to Allow Guest Users to Edit "From:" Field, select Yes to allow users authenticated as a
guest to edit the From field of an email.
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14. Next to Edit "From:" Field when Authorization is not Required, select Yes to allow users to
edit the From field of an email if the user’s search for an email address in the address book
is successful.
15. Next to Allow Authenticated Users to send E-mail despite LDAP Search Failure, select Yes to
allow authenticated users to send an email if the user’s search in the address book fails.
16. Next to Subject, type the text that you want to appear in the Subject field of an email.
17. Next to Message, type the text that you want to appear in the body of an email.
18. Under User, Attachment, or Device Information, select additional information that you want to
be added to the body of the email.
19. Next to Signature, type the text that you want to be added to the end of the body of the email.
20. Next to Add Me to “To” Field, select Enabled to automatically add the authenticate users email
address to the To field of an email.
21. Next to Add Me to “Cc” Field, select Enabled to automatically add the authenticate users email
address to the Cc field of an email.
22. Next to Edit E-mail Recipients, select Enabled to allow users to edit the To, Cc, and Bcc fields of
an email.
23. Click Apply.
Managing the Email Address Book
To manage the email address book, see Public Address Book on page 148.
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Network Scanning
Network Scanning allows you to scan an original document and distribute and archive the scanned
image file. The Network Scanning feature is designed to simplify 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, you must create a template. You can create,
manage, and store multiple templates in a template pool repository on a network server. Xerox
software, such as SMARTsend and ScanFlowStore, is designed to help you create and manage Network
Scanning templates.
Notes:
•To use this feature, you must purchase and install the Scan Kit. See the instructions
included with the kit for details.
•For instructions explaining how to use this feature, see the User Guide at
www.xerox.com/office/WC53XXdocs.
Before you begin:
• Purchase and install the Scan Kit. See the instructions included with the kit for details.
• Verify that a digital certificate is installed on the printer, and Secure HTTP (SSL) is enabled. For
details, see Digital Certificates on page 56, and Secure HTTP and SSL/TLS on page 59.
Enabling Network Scanning
1. In CentreWare IS, click Properties > Services > Network Scanning > Scan Template Management.
2. Next to Status, click Enabled.
Configuring Network Scanning
1. In CentreWare IS, click Properties > Services > Network Scanning > General.
2. Next to Confirmation Sheet, click On to print a confirmation sheet for every scan, or select Errors
Only to only print a confirmation sheet if an error occurs.
3. If you are using a remote template pool server, next to Refresh Start Time, select the time of day
(00:00-23:59) when the list of templates will be refreshed.
4. If you are using a template pool repository, the printer must access the repository to access the
network templates. Next to Login Source, select None to allow the printer to access the repository
without authenticating, or select one of the following:
•Authenticated User: The authentication server controls access to the template pool.
•Prompt at User Interface: Select this if you do not have an authentication server. Users are
prompted to type in a user name and password at the printer's control panel when they
attempt to access a network template.
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•Prompt if Authenticated User Does Not Match Template Owner: Users are prompted to
authenticate when their credentials do not match the template owner.
•Under Job Log, select User Name or Domain if you want these to display in the Job Log. The
Job Log is filed with scanned image files if you have added Document Management Fields to
a template. For details, see Adding Document Management Fields on page 105.
5. Click Apply.
Configuring File Repository Settings
A file repository is a network location where scanned images are stored. You must configure the file
repository settings before you can create a template.
The printer supports the following transfer protocols:
•FTP
•NetWare NCP
•SMB
•HTTP/HTTPS
FTP
Before you begin:
• Ensure that FTP services are running on the server or computer to be 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 root. Note the directory path, user name, and password. This is your
file repository.
• Test the connection. Log into the file repository from a computer with the user name and
password. Create a new folder in the directory, then delete it. If you cannot do this, check the user
account access rights.
Configuring Repository Settings for FTP
1. In CentreWare IS, click Properties > Services > Network Scanning > File Repository Setup.
2. Click Add.
3. Next to Friendly Name, type a name for the repository.
4. Select FTP from the Protocol drop-down menu.
5. Next to Host Name / IP Address & Port, type the appropriately formatted address and port
number of your FTP server.
6. Next to File Path, type the directory path of the folder beginning at the root of FTP services.
Example: /directoryname/foldername.
7. Under Login Credentials to Access the Destination, select one of the following:
•Authenticated User and Domain: The authentication server validates the user credentials
prepended by the domain name against the LDAP server.
•Authenticated User: The authentication server validates the user credentials against the
LDAP server.
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•Prompt at User Interface: Users type their credentials at the control panel.
•System: Login name and password credentials are specified in this field and stored in the
printer. The printer uses the system credentials to log into the file server.
8. Type the Login Name and Password if the system will be directly accessing the file server.
9. Click Apply.
NetWare
Before you begin:
• Enable and configure Netware protocol settings. For details, see NetWare on page 39.
• On the NetWare server, create a folder. This 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 by logging into the file repository from a computer with the user name and
password. Create a new folder in the directory, then delete it. If you cannot do this, check the user
account access rights.
To configure file repository settings:
1. In CentreWare IS, click Properties > Services > Network Scanning > File Repository Setup.
2. Click Add.
3. Next to Friendly Name, type a name for the repository.
4. Select NetWare from the Protocol drop-down menu.
5. Next to Server Name, type the server name.
6. Next to Server Volume, type the server volume.
7. For NetWare 4.x, 5.x, 6x, and IPX only, type the tree and context in the NDS Tree and NDS
Context fields.
8. In the File Path field, type the directory path of the folder.
9. Under Login Credentials to Access the Destination, select one of the following:
•Authenticated User and Domain: The authentication server validates the user credentials
prepended by the domain name against the LDAP server.
•Authenticated User: The authentication server validates the user credentials against the
LDAP server.
•Prompt at User Interface: Users type their credentials at the control panel.
•System: Login name and password credentials are specified in this field and stored in the
printer. The printer uses the system credentials to log into the file server.
10. Type the Login Name and Password if the system will be directly accessing the file server.
11. Click Apply.
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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 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.
• Test the connection by logging into the file repository from a computer with the user name and
password. Create a new folder in the directory, then delete it. If you cannot do this, check the user
account access rights.
To configure file repository settings:
1. In CentreWare IS, click Properties > Services > Network Scanning > File Repository Setup.
2. Click Add.
3. Next to Friendly Name, type a name for the repository.
4. Select SMB from the Protocol drop-down menu.
5. Select the address type. Options are IPv4 or Host Name.
6. Next to Host Name / IP Address & Port, type the appropriately formatted address and port
number for the server where the file repository is located. The default port number is 139.
7. Next to Share, type the share name.
8. Next to File Path field, type the directory path of the folder starting at the root of the shared
folder. Example: If you have a folder named scans in the shared folder, type \scans.
9. Under Login Credentials to Access the Destination, select one of the following:
•Authenticated User and Domain: The authentication server validates the user credentials
prepended by the domain name against the LDAP server.
•Authenticated User: The authentication server validates the user credentials against the
LDAP server.
•Prompt at User Interface: Users type their credentials at the control panel.
•System: Login name and password credentials are specified in this field and stored in the
printer. The printer uses the system credentials go log into the file server.
10. Type the Login Name and Password if the system will be directly accessing the file server.
11. Click Apply.
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 will be sent to the server to be processed by a CGI script. Note the IP address or host
name of the web server.
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• Create a user account and password for the printer on the Web server. Note the user name
and password.
• Create a home directory for the printer.
• Create a bin directory in the home directory
• Copy an executable CGI script in the bin directory. You can create your own script, or
download a sample script. For details, see CGI Scripts on page 104. Note the path to the
script. The script can be defined with script_name.extension or by
path/script_name.extension.
• Create a folder with read and write permissions on the Web server, or alternate server. Note the
directory path, user name, and password. This is your file repository.
• Test the connection by logging in to the printer’s home directory on the Web server. Send a POST
request and file to the Web server. Check to see if the file is in the repository.
CGI Scripts
A CGI (Common Gateway Interface) script is a program on a Web server that is executed when the
server receives a request from a browser. A CGI script is required to allow files to be transferred to your
HTTP server from your printer.
When a document is scanned, the printer logs into the Web server, sends a POST request along with
the scanned file, then logs out. The CGI script handles the remaining details of file transfer.
Configuring HTTP/HTTPS File Repository Settings
1. In CentreWare IS, click Properties > Services > Network Scanning > File Repository Setup.
2. Click Add.
3. Next to Friendly Name, type a name for the repository.
4. Select HTTP or HTTPS from the Protocol drop-down menu.
5. Next to Host Name / IP Address & Port, type the appropriately formatted address and port
number of your HTTP or HTTPS server.
6. Click View HTTP Proxy Server Settings to verify that your proxy settings allow the printer to
access your web server.
7. For HTTPS, click View Trusted SSL Certificates to verify that a digital certificate is installed on
the printer.
8. Select Validate Repository SSL Certificate to have the server’s SSL certificate validated for the
correct host name and checked for a signature of a trusted certificate authority.
9. Next to Script path and filename, type the path to the CGI script starting at the root. Example:
/directoryname/foldername.
10. Next to File Path, type the directory path of the folder starting at the root. For Web server
directories, type in the path starting at the root. Example: \\directoryname\foldername.
11. Under Login Credentials to Access the Destination, select one of the following:
•Authenticated User and Domain: The authentication server validates the user credentials
prepended by the domain name against the LDAP server.
•Authenticated User: The authentication server validates the user credentials against the
LDAP server.
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•Prompt at User Interface: Users type their credentials at the control panel.
•System: Login name and password credentials are specified in this field and stored in the
printer. The printer uses the system credentials go log into the file server.
12. Type the Login Name and Password if the system will be directly accessing the file server.
13. Click Apply.
Configuring the Default Template
Before you can use the Network Scanning feature, you must create and edit a template. A template
contains scan settings, and at least one destination for the scanned image files.
You must configure the default template before you can create a new template. After the default
template is configured, all new templates created inherit the default template settings and should
then be edited as required.
The default template cannot be deleted.
1. In CentreWare IS, click Properties > Services > Network Scanning > Default Template.
2. Under Destination Services, select File to add File Destinations, and Fax to add Fax Destinations.
3. Add File Destinations, Fax Destinations, Document Management Fields, and configure other
scanning options.
Editing File Destination Settings
1. Under File Destination, select the template and click Edit.
2. Select the required Filing Policy from the drop-down menu.
3. Click Apply.
Adding Document Management Fields
You can add fields to the template to help you manage scanned image files. The fields will display
when a user selects the template at the control panel. The user can type information about the
document they are scanning. The information is filed with each scanned image file in the Job Log.
The Job Log can be accessed by third-party software and the information can be retrieved and
associated with the scanned files.
To add Document Management Fields:
1. Under Document Management Fields, click Add.
2. Type a name for Field Name. This text is not shown at the control panel and is used by third party
software to access the Document Management information. This field cannot be empty.
3. Next to User Editable, select Editable if you want to allow users to modify the field. Under Field
Label, type a label that identifies the purpose of the field to the user.
Select Not Editable if you do not want the user to change the value. The field will not display on
the control panel, and the text typed in the Default Value field will be used
4. Type a Default Value if the field is not editable. The Default Value is optional if the user may edit
the field.
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5. If the field is Editable, select Require User Input to prompt the user to type data for this
document management field before scanning.
6. If the field is Editable, select Mask User Input to display typed characters as asterisks (****)at the
control panel. Select Record User Input in Job Log to also write any masked data to the Job Log
file. Consider data security issues before selecting this.
7. Validate Data Before Scanning options may also be available if there are validation servers
configured for the printer.
Configuring Other Default Template Scanning Options
Click Edit to edit the following settings. Many of these settings are described in the User Guide.
• Network Scanning
• Advanced Settings
•Layout Adjustment
• Filing Options
• Report Options
• Network Scanning Image Settings
• Compression Capability
To restore the Default Template to its original settings click Apply Factory Default Settings. This will
delete any custom settings applied to the Default Template.
Configuring Template Pool Repository Settings
If you want to store Network Scanning templates on your network, or if you are using a scanning
management application such as SMARTsend, or ScanFlowStore, you must provide information about
the server that will host the templates.
1. In CentreWare IS, click Properties > Services > Network Scanning > Advanced > Tem pl ate
Pool Setup.
2. Your template pool repository can be configured to transfer files using FTP, SMB, HTTP, or HTTPS.
Configure the settings by following the same instructions as you did when setting up the file
repository. Refer to the following:
•FTP: FTP on page 101.
• NetWare: NetWare on page 102.
•SMB: SMB on page 103
• HTTP or HTTPS: HTTP/HTTPS on page 103.
Note: The format for a directory path for FTP is /directory/directory, for SMB, the format is
\directory\directory.
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Updating the List of Templates at the Control Panel
If you are storing templates on your network in a template pool repository, when you make any
changes to the templates in the repository, you can update the list of templates that displays at the
control panel.
1. Press the Services Home button on the control panel, then touch the Network Scanning icon.
2. Touch Update Templates.
Configuring a Validation Server
Scan metadata entered at the printer control panel can be verified against a list of valid values by a
validation server.
1. In CentreWare IS, click Properties > Services > Network Scanning > Validation Servers.
2. Click Add.
3. Next to Host Name / IP Address & Port, type the appropriately formatted address and port
number of the server. The default port number is 443 for HTTPS.
4. Next to Path, type the path on the server.
Note: The format for a directory path for FTP is /directory/directory, while the format for a
directory path for SMB is \directory\directory.
5. Type a Response Timeout between 5 and 100 seconds.
6. Click Apply.
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Scanning to a User’s Home Folder
The Scan to Home feature allows users to scan to their home folder as defined in your LDAP directory,
or to a shared folder on the network.
Before you begin:
• Enable and configure Network Scanning. For details, see Network Scanning on page 100.
• Configure Network Authentication. The authentication server and the server that you are
scanning to must have the same domain. For details, see Network Authentication on page 50.
If you want to scan to the home folder defined in an LDAP directory:
• LDAP server settings must be configured. For details, see LDAP on page 33.
• Each user's home folder location must be defined in the LDAP directory.
If you want to scan to a shared folder on the network, create a shared folder on your network with read
and write access privileges.
Configuring Scan to Home
1. In CentreWare IS, click Properties > Services > Scan to Home > General.
2. Next to Status, click Enabled.
3. Type a Friendly Name up to 127 characters in length. This is the default description of the
template that displays for users when scanning at the control panel.
4. Type a Template Name up to 127 characters. This is the default name that displays for users
when scanning at the control panel. If you leave this field blank, the template will be named
@S2HOME.
5. Specify the home directory:
• To scan to a user’s home directory defined in the LDAP directory, next to Determine Home
Directory, select LDAP Query.
• To scan to a user’s home directory defined on a specific computer, next to Determine Home
Directory, select NO LDAP Query. Next to Network Home Path, type the IP address of
the computer.
6. To create a subdirectory that will l contain the scanned files, select Automatically Create
Subdirectory, and type the Subdirectory
7. Select Append “User Name” to Path to create a folder for each user in the directory.
8. Select Automatically Create "User Name" directory if one does not exist to create a folder for
each user in the directory if it does not already exist.
9. Select the directory structure that you want to use.
10. Next to Use Domain for Authenticated User select Enabled to use the user’s full login credential
name, including the domain name.
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Scanning to a USB Drive
The Store to USB feature allows users to scan a document to a USB flash drive using the USB port on
the printer control panel. For instructions explaining how to use this feature, see the User Guide at
www.xerox.com/office/WC53XXdocs.
Enabling Store to USB
1. In CentreWare IS, click Properties > Services > Store to USB > General.
2. Next to Store to USB, select Enabled.
3. Click Apply.
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Job Flow Sheets
You can create a Job Flow to execute a series of actions on a scanned document that is stored in a
folder. The actions are defined in a Job Flow Sheet.
To configure a Job Flow, you must:
• Create a Folder
• Create a Job Flow Sheet
• Link the Job Flow Sheet to the Folder
Notes:
•To use scanning with this feature, you must purchase and install the Scan Kit. See the
instructions included with the kit for details.
•To use fax with this feature, you must purchase and install the Fax Hardware Kit. See the
instructions included with the kit for details.
•For instructions explaining how to use this feature, see the User Guide at
www.xerox.com/office/WC53XXdocs.
Before you begin:
• Purchase and install the Scan Kit. See the instructions included with the kit for details.
• Enable ports for SNMP, SOAP, and UDP.
Create a Folder
Create a folder. For details, see Creating and Editing a Folder on page 95.
Create a Job Flow Sheet
1. In CentreWare IS, click Scan > Job Flow Sheets.
2. Next to Sheet Type, select Unknown.
3. Next to Sheet Order, select the order in which you want to have sheets displayed.
4. Click Display Job Flow Sheets List.
5. Click Create Job Flow Sheet.
6. Next to Job Flow Sheet Name, type a name for the sheet.
7. Next to Description, type a description for the sheet.
8. Next to Keyword, type keywords that will help users find the sheet when searching at the
control panel.
9. Click Apply.
10. Refresh your browser and navigate back to the Job Flow Sheets page.
11. Click Display Job Flow Sheets List.
12. Select the sheet you just created and click Edit Job Flow Sheet.
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13. Under Edit Job Flow Sheet, next to Edit Destination, select an action that you want to take on
the documents in your folder (Print, Fax, Internet Fax, Email, FTP, SMB, and Email Notification).
Make sure the service that you select is configured correctly as specified in this guide, and the
required scan or fax kit is installed on the printer.
Note: If files are stored in the folder using the Internet Fax Received feature, you cannot use the
Internet Fax or Email actions.
14. Click Edit Job Flow Sheet.
15. Select file handling options:
• If you selected email or Internet fax, type the recipients names and email addresses, and
select the File Format. For email, enable thumbnail previews if desired. You must purchase
and install the Thumbnail Preview Kit to use this option. Select MRC High Compression
options, and enable Searchable Text options if desired. You must purchase and install the
Searchable PDF Kit to use this option.
• If you selected print, select the Paper Supply tray, Output Destination tray, Quantity, and 2
Sided Printing options as necessary.
• If you selected fax, type the recipient’s name and address (fax phone number), and select the
Starting Rate. Type the Folder Number of the folder and the Folder Passcode. Select Send
Relay Broadcast, or Print at Relay Station if necessary. Type the Relay Station ID /
Broadcast Recipients, F Code and Password if necessary.
• If you selected FTP or SMB, type the Name and the Server Name. Next to Save in, type the
directory path of the folder where you want to send scanned documents. Type the Login
Name and Password of the folder. Select the File Format, and enable thumbnail previews if
desired. You must purchase and install the Thumbnail Preview Kit to use this option. Select
MRC High Compression options, and enable Searchable Text options if desired. You must
purchase and install the Searchable PDF Kit to use this option.
• If you selected Email Notification, type the recipient email addresses and select When to
Notify options. Type a message that will be included in the body of the email.
16. Click Apply.
17. Add other destinations as necessary. Destinations appear on the Job Flow Sheet Common
Attributes page after they are added to the Job Flow Sheet.
Link the Folder to a Job Flow Sheet
1. In CentreWare IS, click Scan > Folder.
1. Next to the folder that you want to link to, click Edit.
2. Under Link Job Flow Sheet to Folder, next to Sheet Type, select the type of Job Flow Sheet hat
you want to link to.
3. Click Display Job Flow Sheets List.
4. Select your Job Flow Sheet from the list, and click Link Job Flow Sheet to Folder.
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Configuring the Printer for the Scan Utility
Xerox Scan Utility
The Xerox Scan Utility (XSU) allows you to scan directly to your computer and helps you manage and
distribute scanned image files. Before you can scan, you must create a template in the utility. The
template is saved on the printer.
The scan utility is installed when you install scan drivers. For instructions explaining how to use this
feature, see the User Guide at www.xerox.com/office/WC53XXdocs.
Notes:
•Secure HTTP (SSL) must be enabled, and a certificate must be installed on the printer
before you can scan using XSU.
•SMB must be enabled on your computer. SMB is not enabled by default on
Macintosh computers.
•Templates created in XSU can not be deleted from the printer using CentreWare IS.
Templates must be deleted in XSU by the user who created the template.
•For instructions explaining how to use this feature, see the User Guide at
www.xerox.com/office/WC53XXdocs or the Xerox Scan Utility help.
Network Scan Utility 3
Network Scan Utility 3 allows you to scan directly to your computer and helps you manage
and distribute scanned image files. Before you can use the utility, you must enable SNMP, SOAP,
and WebDAV.
1. In CentreWare IS, click Properties > Connectivity > Port Settings.
2. Next to SNMP, SOAP, and WebDAV, select Enabled.
You can now install and use the scan utility.
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8
Faxing
This chapter includes:
•Embedded Fax on page 114
•Server Fax on page 119
•Internet Fax on page 121
•LAN Fax on page 123
•Session Initiation Protocol Fax on page 124
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Embedded Fax
When you send a fax from the printer control panel, the document is scanned and transmitted to a fax
machine using a dedicated telephone line.
Before you begin:
• Verify that the printer has access to a functioning telephone line and has a telephone number
assigned to it.
• Install the Fax Hardware Kit and set the country code. For details, see the instructions provided
with the kit.
Enabling Embedded Fax
Note: The Embedded Fax and Server Fax Services can not both be enabled at the same time.
1. In CentreWare IS, click Properties > Services > Fax > Fax Settings.
2. Next to Fax Service, select Scan to Fax.
3. Click Apply.
Configuring Fax Settings
Configure Local Terminal Information Settings
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Fax Service Settings > Local Terminal Information Settings.
3. Touch G3 Line 1 - FaxID, and touch Change Settings.
4. Type the fax number, then touch Save.
5. Touch SIP Line, and touch Change Settings.
6. Type a name for the line, then touch Save.
7. Touch G3 SIP Line ID, and touch Change Settings.
8. Type a name for the line, then touch Save.
9. Touch G3 Line 1 - Dial Type, then touch Change Settings.
10. Touch the dial type, then touch Save.
11. Touch G3 Line 1 - Line Type, then touch Change Settings.
12. Touch the line type, then touch Save.
13. Repeat for lines 2-3 if you have installed the 3 line fax hardware kit.
14. You can set a password to prevent your printer from receiving faxes or being polled by
other machines that are not F-Code compatible. Touch Machine Password, then touch
Change Settings.
15. Type a password, then touch Save.
16. Touch Local Name and type the name of the printer if desired.
17. Touch Company Logo and type the name of your company if desired.
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Configure Fax Control Settings
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Fax Service Settings > Fax Control.
3. Change the following fax settings as necessary:
•Re-enter Recipients: Touch Enter Twice to require users to enter the recipient address twice,
ensuring that the fax is sent to the correct address.
•Re-enter Broadcast Recipients: Touch Enter Once Only to allow the broadcast send, or Enter
Twice to require users to enter the recipient twice before allowing the broadcast send.
•Re-enter Speed Dial Recipients: Touch Enter Twice to require users to enter the speed dial
recipient twice. Touch Re-enter Fax Number of E-mail to require users to type the fax
number or email address after entering the speed dial recipient.
•Re-enter Group Recipients: Touch Enter Twice to require users to enter the group
recipient twice.
•Transmission Header Text - Polling: Touch Display Header to attach a transmission header
to a polling file.
•Polled Files - Auto Delete: Touch Yes to automatically delete polled faxes.
•Rotate 90 Degrees: Touch Yes to rotate scanned faxes 90 degrees.
•Sender ID: Touch On to notify G3-ID to recipients.
•Save Undelivered Faxes: Touch Yes to save undelivered faxes. You can access saved
undelivered faxes on the Job Status screen.
•Save Deleted Faxes: Touch Yes to save deleted faxes. You can access saved deleted faxes on
the Job Status screen.
•Saved Faxes - Auto Delete: Touch Delete after 24 Hours to automatically delete saved faxes
after 24 hours.
•Transmission Interval: Specify how often faxes are transmitted (3-155 seconds). A longer
transmission interval increases the total time required to send a broadcast transmission, but
allows faxes to be received during that time.
•Batch Send: Touch Yes to allow multiple faxes addressed to a single destination to be sent in
a single fax transmission whenever possible. This will reduce transmission costs.
•Manual Send / Receive Default: Touch Manual Receive or Manual Send to specify the
default on-hook manual setting when a fax line is shared with a telephone.
•Fax Receiving Mode: Touch Auto Receive or Manual Receive to set the default fax receiving
mode that appears when you press the Machine Status button.
•Border Limit: If a received fax document is longer than a page, specify the border size around
the document to force a page break (0-177mm).
•Auto Reduce On Receipt: Touch Yes to fit a long received fax document on a single page if
the document is within the range specified in the Border Limit setting,
•Tray for Printing Incoming Faxes: Select the tray that you want to use for received faxes.
•2 Pages Up On Receipt: Touch Yes to print two pages on a single sheet of paper
•2 Sided Printing: Touch Yes to print on both sides of a single sheet of paper.
•Edge Erase: Set top, bottom, left, and right edge erase margins.
•Reduce 8.5 x 11” Original to A4: Touch Yes to resize letter size documents to A4 when the
Reduce/Enlarge setting is set to Auto% on the Layout Adjustment screen.
•Pseudo-Photo Gradation Mode: Touch Error Diffusion or Dither.
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•Folder Selector Setup: Touch Enabled to classify received faxes by line type and store
them in folders as specified in CentreWare IS at Properties > Services > Fax > Fax
Received Options.
•Memory Full Procedure: If the printer’s hard disk becomes full while scanning a document,
the current job can be aborted and deleted or the partially stored job can be sent. Touch
Delete Job or Run Job.
•Maximum Stored Pages: Set the maximum number of pages stored for a fax document.
•Mixed Size Originals Scan Mode: Touch Standard if all the documents to be scanned are
standard size or touch Custom to allow multiple media sizes to be scanned from the
document feeder.
•Fax Data in Folder Priority 1, 2, 3: Select F Code, Remote Terminal ID, or Remote Terminal
Name to classify received faxes and store them in folders.
•Direct Fax: Select Enabled to allow the printer to receive a LAN fax sent from a print driver.
For details about LAN fax, see the print driver help.
•Line 2, 3 - Line Selection: Specify if you want to use each fax line to Send, Receive, or Send
and Receive faxes.
•Block Inbound Faxes: Type up to 50 fax numbers that you want to block.
•Block Unknown Fax Numbers: Touch Yes to block unknown fax numbers.
Setting Fax Defaults
To define defaults for incoming faxes for all users:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Fax Service Settings > Fax Defaults.
3. Touch a default setting in the list, then touch Change Settings.
4. Make the desired changes to the default setting, then touch Save. For details about fax settings,
see the User Guide at www.xerox.com/office/WC53XXdocs.
Setting Incoming Fax Options
Fax Forwarding
For each fax line, you can configure incoming faxes to be automatically routed to an internal folder.
faxes that have been routed to one of these folders can then be sent to a destination using one or
more of the following methods:
•Print: Print a hardcopy output of the received fax.
•Send as Fax: Forward the fax to another fax number
•Send as Internet Fax: Forward the fax to an Internet fax address
•Send as Email: Forward the fax to an email recipient as an attachment
•FTP transfer: File the fax to an FTP repository
•SMB transfer: File the fax to an SMB repository
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To set up fax folder options:
1. In CentreWare IS, click Properties > Services > Fax > Fax Received Options.
2. Next to the Folder Selector Setup, click Enabled.
3. Click Apply. After the printer restarts, navigate back to the Fax Received Options page.
4. Under Folder Selector Setup, select a line and click Change Settings.
5. Next to Save Incoming Fax in Designated Folder, select Enabled.
6. Type a three-digit folder number and click Apply. Navigate back to the Faxed Received
Options page.
7. Click File Transfer Settings.
8. Select the destination options you would like faxes for this line to be forwarded to and click Next.
9. Enter appropriate settings for all selected destinations.
10. Click Apply.
Selecting the Folder Where Received Faxes are Stored
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Fax Service Settings > Fax Received Options.
3. Touch Folder Selector Setup.
4. Touch a line, then touch Change Settings.
5. Touch On, and type the three-digit number of the folder that you want to use for storing
received faxes.
6. Touch Save.
Specify the Output Tray
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Fax Service Settings > Fax Received Options.
3. Touch Output Destination Setup.
4. Under Fax Received - Line 1, select an output tray, and touch Save.
5. Repeat for other lines.
6. Under Public Folder Printed Files, select an output tray polling.
Reduce/Enlarge Presets
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Fax Service Settings > Fax Received Options.
3. Touch Reduce/Enlarge Presets.
4. Change the following settings as necessary:
•Preset %: Specify the preset magnification values to appear in the Layout Adjustment
Screen. Variable %: Specify the default magnification value to appear in the Layout
Adjustment Screen.
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Original Size Defaults
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Fax Service Settings > Fax Received Options.
3. Touch Original Size Defaults.
4. Change the default settings as necessary.
Fax Confirmation Report
You can configure a confirmation sheet to notify users if a fax transmission was not successful.
1. In CentreWare IS, click Properties > Services > Fax > Defaults.
2. Next to Confirmation Sheet, select Errors Only.
3. Click Apply.
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Server Fax
Server Fax allows you to send a fax over a network to a fax server, which then sends the fax to a fax
machine over a phone line.
Before you can send a server fax, you must 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.
Enabling Server Fax
Before you begin, purchase and install the optional Server Fax Kit.
To enable Server Fax:
1. In CentreWare IS, click Properties > Services > Fax > Fax Settings.
2. Next to Fax Service, select Scan to Fax Server.
3. Click Apply.
Configure a Server Fax Filing Repository
Before you can send a server fax, you must configure fax repository settings. Once configured, the
printer will transfer faxed images to the repository. The fax server will then send the fax to its
destination over the phone line.
You can set up a repository that uses one of the following protocols:
•FTP
•SMB
•SMTP
Configuring a Fax Repository using FTP
Before you begin:
• Ensure that FTP services is running on the server or computer where images to be faxed by the
printer will be stored. Note the IP address or host name.
• Create a user account and password for the printer. When the Server Fax feature is used, the
printer logs in using the account, transfers the file to the server or computer and logs out. Note the
user account and password details.
• Create a directory within the FTP root to be used as a fax repository. Note the directory path.
1. In CentreWare IS, click Properties > Services > Fax > Fax Repository Setup.
2. Select FTP from the Protocol drop-down menu.
3. Type the appropriately formatted IP address or host name and port number of the FTP server.
4. Next to File Path, type in the full path to the root location of the fax repository. For example:
/(directory name)/(directory name).
5. Type the user account and password in the Login Name and Password fields.
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6. Retype the password to confirm.
7. Click Apply.
Configure a Fax Repository using SMB
Before you begin:
• Create a shared folder to be used as a fax repository. Note the Share Name of the folder and the
Computer Name or Server Name.
• Create a user account and password for the printer with full access rights to the fax repository.
Note the user account and password.
1. In CentreWare IS, click Properties > Services > Fax > Fax Repository Setup.
2. Select SMB from the Protocol drop-down menu.
3. Type the appropriately formatted address or host name and, if required, port number of the SMB
server or workstation where the fax filing repository is located.
4. Next to Share, type the share name.
5. Type the File Path, relative to the share, where the fax repository is located. For example: If the
path is sharename\wc\fax, type \wc\fax in File Path.
6. Type the Login Name and Password.
7. Retype the password to confirm.
8. Click Apply.
Configure a Fax Repository using SMTP
1. In CentreWare IS, click Properties > Services > Fax > Fax Repository Setup.
2. Select SMTP from the Protocol drop-down menu.
3. Type the domain name of your SMTP server in the Domain field.
4. Next to E-mail Address Display Format, select add “FAX=” if necessary.
5. Click Apply.
Server Fax Confirmation Report and Job Log
You can configure a confirmation sheet to notify users if a fax transmission was not successful.
1. In CentreWare IS, click Properties > Services > Fax > Defaults.
2. Next to Confirmation Sheet, select On to print a confirmation sheet for every transmission, or
select Errors Only to print only when a fax transmission fails.
3. Next to Job Log, select User Name or Domain if you want this information to display on the Job
Log. The Job Log is filed in the fax repository with the fax job.
4. Click Apply.
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Internet Fax
Internet Fax allows you to scan a document at the control panel and send it to a destination using an
email address, or to receive and print an email with attachments. You can also print a transmission
report. A telephone line connection is not required.
Configuring Internet Fax Settings
Before you begin:
• Create an email address for the printer if you want it to receive Internet faxes.
• Configure POP3 settings. For details, POP3 on page 36.
• Configure SMTP settings. For details, SMTP on page 31.
• Install the Fax Hardware Kit.
Note: A domain name must be entered before you can enable Internet Fax.
The Internet Fax service uses many of the same settings as the Email scanning service.
To configure email / Internet Fax settings:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > E-mail / Internet Fax Service Settings > Email Control.
For more details, see Configuring Email Settings on page 97.
Configure Internet Fax Control Settings
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Fax Service Settings > Internet Fax Control.
3. Change the following fax settings as necessary:
•Internet Fax Path: Select Via E-mail Server to send to an email address using an SMTP
server. Select Direct (P2P) to send to an email address using a the fully qualified host name
or IP address in one of the following formats:
• Hostname: example.address@device.domain.jp
• IP Address: example.address@[129.249.123.1]
•Profile for Broadcast Job: Select the profiles to use when sending an Internet Fax broadcast.
•TIFF-S: Documents larger than A4 are automatically reduced to A4.
•TIFF-F: Select this profile when you specify Superfine for Resolution or when sending
A3 or B4 documents.
•TIFF-J: Select this profile to use JBIG compression.
•Broadcast Starting Rate: Select G3 Auto, Forced 4800 bps, or G4 auto as the default
communications mode.
•Delivery Confirmation Method: If Print Delivery Confirmation Mail (email > Internet Fax
Settings > email Control) is set to On, you can select Delivery Receipts to print a delivery
confirmation report, or select Read Receipts to confirm that the Internet fax was received
and processed. The destination machine must support DSN or MDN.
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•Incoming Internet Fax Print Options: Select the parts of the Internet fax that you want
to print.
•Print Attachment Only:
•Attachment, Full Headers & Message:
•Attachment, Basic Headers & Message:
•Internet Fax Output Destination: Select the output tray where you want Internet faxes to
be printed.
•Fax Transfer from Address Book: Select On to allow users to forward a fax to a number listed
in the fax address book.
•Transmission Header Text - Fax Transfer: Select Display Header to add a transmission
header to a received Internet fax when it is forwarded.
•Fax Transfer Maximum Data Size: Use the touch screen keypad to specify the maximum size
allowed to forward an Internet fax (up to 65535 KB).
Internet Fax Defaults Settings
Configuring Incoming Internet Fax Print Options
1. In CentreWare IS, click Properties > Services > Internet Fax > Defaults.
2. Next to Incoming Internet Fax Print Options, select if you want to print just the faxed
attachment, or Basic Headers, Message, and Headers.
3. Click Apply, or configure outgoing Internet fax default options.
Configuring Outgoing Internet Fax Options
1. In CentreWare IS, click Properties > Services > Internet Fax > Defaults.
2. Next to Subject, type the default text that will appear in the Subject field of outgoing Internet
fax email.
3. Next to Message, type the default text that will appear in the body of outgoing Internet fax
email. Select other information that you want to include in the body of the email.
4. Next to Signature, type the text you want to include as a signature.
5. Click Apply.
Printing an Internet Fax Confirmation Report
1. In CentreWare IS, click Properties > Services > Internet Fax > Defaults.
2. Next to Confirmation Sheet, select Errors Only you want to print a confirmation sheet when an
Internet fax transmission fails.
3. Click Apply.
Internet Fax Addresses
You can store Internet Fax email addresses in the printer’s internal address book or you can configure
the printer to reference a network LDAP directory. To configure LDAP settings, see LDAP on page 33. To
add Internet fax addresses to the Address book, see Public Address Book on page 148.
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LAN Fax
Local Area Network (LAN) Fax allows you to send a fax from the print driver on your computer to a fax
machine over a telephone line.
Users select the Fax option from their print driver. For details about using or configuring LAN Fax, see
the driver help.
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Session Initiation Protocol Fax
Session Initiation Protocol Fax (SIP Fax or FoIP Fax), allows you to send and receive fax documents over
the internet to and from another FoIP fax machine or a standard G3 fax machine.
If you have an SIP server, you can associate the SIP User Name of the printer with a fax number, so
that users can type the fax number in a familiar format. If you have a VoIP gateway, the printer can
communicate with standard G3 fax machines. Configure SIP server settings, register VoIP gateways,
and configure T.38 settings if necessary.
Before you begin, purchase and install the Fax over IP Kit.
Enabling SIP Fax at the Control Panel
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Common Service Settings > Other Settings.
3. Touch Fax Service, then touch Change Settings.
4. Touch Scan to Fax.
5. Touch Save.
Configuring SIP Settings
1. In CentreWare IS, click Properties > Protocols > SIP.
2. Type the SIP protocol port number in the Port Number field.
3. Type an SIP User ID for the printer. An SIP User ID is a combination of an SIP user name and IP
address. For example, if the IP address of the printer is 192.168.1.1, and you want to assign the
number 1111 as the SIP user name, type 1111@192.168.1.1 in the SIP User ID field.
If you are using an SIP server, type the SIP UserID is the G3 fax number of the printer followed by
the IP address of the SIP server. For example, 5031112222@192.180.1.2.
If you do not have an SIP server, type the IP address of the printer in the SIP User ID field.
4. Select the appropriate SIP Transfer Protocol.
5. Next to Enable SIP Server, select Yes.
6. Next to SIP Server IP Address Resolution, select DHCP or Static.
7. To filter domains, next to Domain Filtering, select Allow Domains or Block Domains.
•Click Edit.
• Type the domains that you want to add to the filter list.
•Click Apply.
8. If you are using an SIP proxy server, under Primary SIP Proxy Server Setup, type the IP address of
the server.
9. Type the user name and password used to log in to the server.
10. Next to Server Type, select Standard or Cisco.
11. Under Secondary SIP Proxy Server Setup, type information about your secondary proxy server.
12. Under Primary SIP Proxy Registrar Server Setup, type information about your secondary
proxy server.
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13. Under Secondary SIP Proxy Registrar Server Setup, type information about your secondary
proxy server.
14. Click Apply.
Registering VoIP Gateways
1. In CentreWare IS, click Properties > Protocols > VoIP Gateway.
2. Click Create to add a new SIP Gateway ID.
3. Type an ID and IP address of the gateway.
Note: You can register up to 50 Gateways.
4. Click Apply.
Configuring T.38 Settings
1. In CentreWare IS, click Properties > Connectivity > Protocols > T.38.
2. Select a T.38 Transport Protocol to prioritize TCP or UDP packets.
3. Edit the default Listening Port Numbers if necessary.
4. Next to Prioritize IP Packets, type a number to set the priority of T.38 packets relative to other IP
network activity. A higher number indicates higher priority.
5. Click Apply.
Configuring other SIP Fax Settings
To set SIP fax line names and other fax settings, see:
•Configuring Fax Settings on page 114
•Setting Fax Defaults on page 116
•Setting Incoming Fax Options on page 116
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9
Accounting
This chapter includes:
•Local Accounting on page 128
•Xerox Standard Accounting on page 130
•Network Accounting on page 133
•Configuring Accounting Login Screen Settings on page 134
•Accounting and Billing Device Settings on page 135
•Enabling Accounting in Print Drivers on page 136
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Local Accounting
Local Accounting tracks the number of copy, print, scan, and fax jobs for each user that logs in to the
printer. You can then generate reports listing usage data for individual users and groups.
Configuring Local Accounting
1. In CentreWare IS, click Properties > Accounting > Accounting Configuration.
2. Next to Accounting Type, select Local Accounting.
3. Select Enabled next to the features that you want to track.
4. Next to Verify User Details, select Yes to authenticate users at the control panel. Local
authentication must be configured. For details, see Local Authentication on page 49.
5. Next to Verify User Details for Printer / Direct Fax Jobs, select Yes to authenticate users at the
control panel. Local authentication must be configured. For details, see Local Authentication on
page 49.
6. Next to Customize User Prompts, select how you want to prompt users for their credentials.
7. Next to Color Tracking Only, select Enabled if you only want to track color impressions.
8. Click Apply.
9. Click Reboot Machine.
10. Refresh your browser and navigate back to the Accounting Configuration page.
11. Click Next.
12. To set up an account, next to Account Number, type the number of the account you want to edit
(1-1000), and click Edit.
13. Type a User ID and a Name for the new user.
Note: Each User ID and Name must be unique.
14. Under Feature Access, select the features that the user is allowed to access.
15. Under Impressions / Limits, type the maximum number of impressions or sent images that the
user can produce. The maximum number of impressions or images sent is 16,000,000.
•Color Copied Impressions includes all color copies.
•Black Copied Impressions includes all black and white copies.
•Color Scanned Images includes all color scanned images.
•Black Scanned Images includes all black scanned images.
•Color Printed Impressions includes all color documents printed from a computer using the
print driver.
•Black Printed Impressions includes all black and white documents printed from a computer
using the print driver.
Notes:
•Cover sheets and banner sheets are counted as impressions.
•If the printer is set to print a scan confirmation report or an Internet Fax
acknowledgement report, these documents are counted towards the user's limit.
16. Under User Role, select System Administrator, Account Administrator, or User.
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17. To add the user to a group, next to Add This User to Authorization Group, select the group.
18. Click Apply.
Resetting Access and Usage Limits for All Users
1. In CentreWare IS, click Properties > Accounting > Accounting Configuration.
2. Click Next.
3. Next to All User Accounts click Edit.
4. Select Reset next to Reset All Feature Access, Reset Total Impressions, or Reset All Account
Limits as necessary.
5. Click Apply.
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Xerox Standard Accounting
Xerox Standard Accounting (XSA) tracks the number 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.
Note: If XSA is enabled, you cannot enable other accounting modes.
You can create a maximum of:
• 2499 unique XSA user IDs
• 500 General Accounts
• 499 Group Accounts
All user IDs must be assigned to one or more group accounts.
Note: XSA settings and account data are stored in the printer. Xerox recommends that you back-
up settings using the Cloning feature. If XSA settings are lost or deleted, you can restore them
using the cloning backup file. For details, see Cloning on page 147.
Before you begin, install Print and Fax Drivers on all client computers.
Configuring Xerox Standard Accounting
1. In CentreWare IS, click Properties > Accounting > Accounting Configuration.
2. Next to Accounting Type, select Xerox Standard Accounting.
3. Select Enabled next to the features that you want to track.
4. Next to Verify User Details, select Yes to authenticate users at the control panel. Local
authentication must be configured. For details, see Local Authentication on page 49.
5. Next to Verify User Details for Printer / Direct Fax Jobs, select Yes to authenticate users at the
control panel. Local authentication must be configured. For details, see Local Authentication on
page 49.
6. Next to Customize User Prompts, select how you want to prompt users for their credentials.
7. Next to Color Tracking Only, select Enabled if you only want to track color impressions.
8. Click Apply.
9. Click Reboot Machine.
10. Refresh your browser and navigate back to the Accounting Configuration page.
11. Click Next.
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Creating a Group Account
You must create a group account before creating new user accounts.
1. In CentreWare IS, click Properties > Accounting > Xerox Standard Accounting >
Group Accounts.
2. Under Group Accounts, type an Account ID using up to 12 digits, then type an Account Name
using up to 32 alphanumeric characters for the new group account.
Note: Each Account ID and Account Name must be unique.
3. Click Add Account, then click OK.
Creating a New User Account and Setting Usage Limits
Note: You must create a group account before you can create and add user accounts.
1. In CentreWare IS, click Properties > Accounting > Xerox Standard Accounting >
Manage Accounting.
2. Click Add New User.
3. Type a User ID and a Name using up to 32 alphanumeric characters, for the new user.
Note: Each User ID and Name must be unique.
4. Under Usage Limits, type the maximum number of impressions or sent images that the user can
produce. The maximum number of impressions or images sent is 16,000,000.
•Black Printed Impressions includes all black and white documents printed from a computer
using the print driver.
Note: Cover sheets and banner sheets are counted as impressions.
•Black Copied Impressions includes all black and white copies.
•Color Printed Impressions includes all color documents printed from a computer using the
print driver.
•Color Copied Impressions includes all color copies.
•Network Images Sent includes documents sent over the network, including network scans,
scans to email, server and Internet faxes.
Note: If the printer is set to print a scan confirmation report or an Internet Fax acknowledgement
report, these documents are counted towards the user's limit.
•Fax Images Sent includes documents faxed to a phone number. The total number of
documents is the number of faxed documents, including cover sheets, multiplied by the
number of destinations.
•Black Faxed Impressions includes received fax documents that are printed.
5. Click Apply.
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Maximum Usage Limits
Once a user reaches the maximum usage limit set for them, they are no longer able to use that feature
until you reset 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.
If the user exceeds their limit while a job is in process, the printer tracks the number of impressions
generated over their limit and subtracts them from the user’s limit once it is reset.
If the user's limit is reached before a print job is completed, an error report prints notifying the user
that their limit has been reached. The job is deleted from the print queue, and any sheets remaining in
the paper path will finish printing.
Resetting Usage Limits
1. In CentreWare IS, click Properties > Accounting > Xerox Standard Accounting > Report
and Reset.
2. To reset all usage data to 0, click Reset Usage Data.
3. Click OK to acknowledge the confirmation message.
CAUTION: The following step will delete all the XSA accounts on the printer.
4. Click Reset to Default if you want to delete all user, group, and general accounts.
5. Click OK to acknowledge the warning message.
Printing a Report
You can print a report that lists the numbers of impressions recorded for each user and each account.
To print a report:
1. In CentreWare IS, click Properties > Accounting > Xerox Standard Accounting > Report
and Reset.
2. Click Generate Report.
3. Right-click the Right-click to download link and save the .csv file to your computer.
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Network Accounting
Network Accounting allows you to manage printer usage with detailed cost analysis capabilities.
Print, Scan, 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. The
user is prompted for accounting information when submitting a job to the printer.
The job log information can be compiled at the accounting server and formatted into reports.
Before you begin:
• Install and configure Xerox certified network accounting software on your network. Refer to the
manufacturer's instructions for help.
• Test communication between the accounting server and the printer. To do this, open a Web
browser, type the IP Address of the printer in the address bar, then press Enter. The printer’s
CentreWare IS home page should display.
• Install print drivers on all user computers if you want to track print and LAN Fax jobs.
Enabling and Configuring Network Accounting
1. In CentreWare IS, click Properties > Accounting > Accounting Configuration.
2. Next to Accounting Type, select Network Accounting.
3. Select Enabled next to the features that you want to track.
4. Next to Verify User Details, select Yes to authenticate users at the control panel. Local
authentication must be configured. For details, see Local Authentication on page 49.
5. Next to Verify User Details for Printer / Direct Fax Jobs, select Yes to authenticate users at the
control panel. Local authentication must be configured. For details, see Local Authentication on
page 49.
6. Next to Customize User Prompts, select how you want to prompt users for their credentials.
7. Next to Color Tracking Only, select Enabled if you only want to track color impressions.
8. Click Apply.
9. Click Reboot Machine.
10. Refresh your browser and navigate back to the Accounting Configuration page.
11. Click Next.
12. Configure Network Authentication if it is not configured. For details, see Network Authentication
on page 50.
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Configuring Accounting Login Screen Settings
1. In CentreWare IS, click Properties > Accounting > Accounting Login Screen Settings.
2. Next to Alternative Name for User ID, type the text that will appear on the control panel to
prompt a user for their user name.
3. Next to Mask User ID, select Hide to display user ID characters as asterisks.
4. If you have configured Network Accounting, next to Alternative Name for Account ID, type the
text that will appear on the control panel to prompt a user for their user name.
5. If you have configured Network Accounting, next to Mask Account ID, select Hide to display user
ID characters as asterisks.
6. Click Apply.
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Accounting and Billing Device Settings
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch Accounting > Accounting / Billing Device Settings.
3. Change the following settings as necessary:
•Connect with Account / Billing Device: Touch Connected to enable an accounting or billing
device that is connected to the printer.
•Account / Billing Device: Touch the type of device.
•Track Copy Jobs: Touch Track with Accounting/Billing Device to track copy pages.
•Track Print Jobs: Touch Track with Accounting/Billing Device to track print pages.
•Track Scan/ Fax Jobs: Touch Track with Accounting/Billing Device to track scanned or
faxed pages.
•Interrupt Mode: Touch Enabled to enable the interrupt mode.
•Job with Insufficient Credit: Touch to delete, hold, or delete on timeout on a job with
insufficient credit.
•Charge Print Jobs: Touch Charge by Card Number to track charges by card number.
•Track with Cumulative Device: Touch the type of device.
•Scan Ahead for Copy Job: Touch Enabled to scan ahead for a copy job.
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Enabling Accounting in Print Drivers
Jobs sent from a user’s computer can only be counted if accounting is enabled in the print driver.
Enabling Accounting in a Windows Print Driver
1. From the Start menu select Printers and Faxes.
2. Right-click the printer in the list, and select Properties > Configuration > Accounting.
3. From the Accounting System drop-down menu, select Xerox Standard Accounting or Auditron,
or Xerox Network Accounting.
4. Select Always Prompt if you want users to type their User ID and Account ID each time they print.
If you do not want users to log in, select Do Not Prompt and type the user's information in the
Default User ID and Default Account ID fields.
5. Select Mask User ID and Mask Account ID to show characters as asterisks when an ID is entered.
6. Select Remember Last Entered Codes to show the last entered code when a user is prompted for
their Account ID.
7. Select Auxiliary Accounting Interface if you are using XSA with an external accounting device.
8. If you want to specify the default User ID and Account ID, type them in the Default User ID, and
Default Account ID fields, then select the default account type.
9. Click OK.
10. Click OK to exit.
Enabling Accounting in an Apple Macintosh Print Driver
1. Open a document and select File, then select Print.
2. Select the Xerox printer.
3. Select Accounting from the drop-down menu.
4. Under Accounting System, select Xerox Standard Accounting or Auditron, or Xerox
Network Accounting.
5. Select Prompt for Every Job If you want users to type their User ID and Account ID every time
they print.
6. Select Mask User ID and Mask Account ID to show characters as asterisks when an ID is typed.
7. If you want to specify the default User ID and Account ID, select Use Default Accounting Codes,
type them in the Default User ID, and Default Account ID fields, then select the default
account type.
8. Select Auxiliary Accounting Interface if you are using XSA with an external accounting device.
9. To save your settings, click the Presets menu and select Save As.
10. Type a name for the preset.
11. Click OK.
Note: Users must select this preset each time they print or send a LAN fax using the print driver.
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10
Administrator Tools
This chapter includes:
•Monitoring Alerts and Status on page 138
•Configuring Stored File Settings on page 140
•Energy Saving Settings on page 141
•Touch Screen Settings on page 142
•Taking the Printer Offline on page 143
•SMart eSolutions and Billing Information on page 144
•Cloning on page 147
•Address Books on page 148
•Font Management Utility on page 150
•Customizing Printer Contact Information on page 151
•Updating the Printer Software on page 152
•Date and Time Settings on page 153
•Watermarks and Annotations on page 154
•Memory Settings on page 156
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Monitoring Alerts and Status
You can configure alert and status notices to be automatically sent as an email message to one or
more recipients.
Setting Up Job Completion Alerts
To set up job completion alerts for email recipients:
1. In CentreWare IS, click Properties > General Setup > Alert Notification > Notify Job Completion
by E-mail.
2. Under Recipient Email Address, type up to five addresses of recipients who are to receive job
completion alerts.
3. Under Targeted J obs, select the types of jobs recipients will receive when a job is completed.
4. Under When to Notify, select whether recipients will receive notification on all job completions or
only after job errors.
5. In the Message field, type the text that will appear in the message.
6. Click Apply.
Setting Up Machine Status Alerts
To set up job completion alerts for email recipients:
1. In CentreWare IS, click Properties > General Setup > Alert Notification > E-mail Notification for
Machine Status.
2. Under Send Notice, select the machine status to send immediate notification or at regular intervals.
3. Under the Mail Notice Status Settings, set the appropriate mail status notification for each recipient.
4. Under the Notice Frequency Settings, select how often the email will be sent.
5. Click Apply.
Setting Up Billing Meter Read Alerts
To set up billing meter read alerts for email recipients:
1. In CentreWare IS, click Properties > General Setup > Alert Notification > Billing Meter
Read Alerts.
2. Under Billing Administrator E-mail Addresses, type in the email addresses of the administrator(s).
3. Under Send Alert, set alerts to report billing meter reads and registration cancellation to the
Xerox server.
4. Click Apply.
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Setting Up Supplies Data Alerts
To set up supplies data alerts for email recipients:
1. In CentreWare IS, click Properties > General Setup > Alert Notification > Supplies Data
Sent Alerts.
2. Under Supplies Administrator E-mail Addresses, type in the email addresses of the
email recipients.
3. Under Send Alert, set alert to send notification of registration cancellation to the Xerox server.
4. Click Apply.
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Configuring Stored File Settings
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Stored File Settings.
3. Change the following settings as necessary:
•Expiration Date for Files Stored in Folder: To minimize disk space consumed by stored files,
the printer can delete files after a specified time period. Touch On and select the number of
days that files are kept before deletion, and the time that they are deleted on the last day.
•Stored Job Expiration Date: Touch On and select how long print files stored on the printer
(Charge Print, Private Charge Print, Secure Print, and Sample Print) are kept before being
deleted. Touch Same Date as Files in Folder to keep files until the date specified in the
Expiration Date for Files Stored in Folder setting. Under Power Off Deletes Jobs, touch Yes to
delete jobs every time the printer is turned off.
•Minimum Passcode Length for Stored Jobs: Specify the minimum number of allowed
passcode digits (0-12). A passcode is required when Secure Print or Private Charge Print files
are stored or printed.
•Print Order for All Selected Files: Specify the order that files will be printed when a user
prints all stored files.
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Energy Saving Settings
1. In CentreWare IS, click Properties > General Setup > Energy Saver Settings.
2. Next to Time to Low Power Mode, type the number of minutes (1-240) that the printer can be
inactive until going into Low Power Mode.
3. Next to Time to Sleep Mode, type the number of minutes (1-240) that the printer can be inactive
until going into Sleep Mode.
4. Click Apply.
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Touch Screen Settings
Setting Default Touch Screen Settings
1. At the printer control panel, press the Machine Status, then touch the Tools tab.
2. Touch System Settings > Common Service Settings > Screen / Button Settings to set the control
panel default screens and buttons.
3. Change the following settings as necessary:
•Screen Default: Set the screen that displays when the printer is first turned on.
•Service Screen Default: Set the screen that displays when the Services button is pressed.
•Service Screen After Auto Clear: Set the service screen that displays when a certain amount
of inactive time has passed (Auto Clear). Touch Last Selection Screen to revert to the last
service screen used, or touch Services Home to revert to the main Services screen.
•Auto Display of Login Screen: Set the screen to automatically prompt users to log in when
authentication is configured.
•Services Home: Specify the service icons that display when a user presses the Services
Home button.
•Job Type on Job Status Screen: Specify the types of jobs that display when the Job Status
button is pressed.
•Screen Brightness: Adjust the brightness of the screen.
•Reconfirm E-mail Recipient: Touch Always Reconfirm Recipient, or Always Reconfirm
Multiple Recipients to require users to retype recipient addresses when sending an email.
•Reconfirm Fax Recipient: Touch Always Reconfirm Recipient, or Always Reconfirm Multiple
Recipients to require users to retype recipient addresses when sending a fax.
•Reconfirm Internet Fax Recipient: Touch Always Reconfirm Recipient, or Always Reconfirm
Multiple Recipients to require users to retype recipient addresses when sending an
internet fax.
•Customize Keyboard Button: Customize the touchscreen keyboard button in the lower right
corner. The default text is .com.
4. Touch Save.
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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. This allows you to perform printer maintenance without jobs being sent to the
printer. When the printer is offline, any services, such as Network Scanning, are unavailable.
1. At the printer control panel, press the Machine Status button.
2. Touch Print Mode.
3. Touch Online/Offline.
4. Touch Close.
Note: Taking the printer offline does not turn the printer off.
Restarting the Printer in CentreWare IS
1. In CentreWare IS, click Status > Description & Alerts.
2. At the bottom of the page, click Reboot Machine then click OK.
Note: Restarting the printer can take up to five minutes. During this time, network access is
not available.
Restarting the Printer from the Control Panel
1. At the printer control panel, press the Machine Status button.
2. Touch the Tools tab.
3. Touch Troubleshooting.
4. Touch Resets.
5. Touch Software Reset.
6. Under Reset Options, select the type of reset you want:
• All Software
• Network Software
• Copy Software
7. Touch Reset.
Notes:
•Using Software Resets to restart the printer is faster and wastes less consumables than
turning the printer on and off.
•Restarting the printer can take up to five minutes. You can not access CentreWare IS
during this time.
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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. The suite provides the following:
•MeterAssistant®: MeterAssistant automatically submits meter reads to Xerox from network
printers. This eliminates the need to collect and report meter read information manually.
•SuppliesAssistant®: SuppliesAssistant proactively manages ink supplies for network equipment,
and monitors actual usage.
•MaintenanceAssistant®: MaintenanceAssistant provides options for troubleshooting your
printer. You can send detailed diagnostic information to Xerox, start online troubleshooting
sessions with Xerox, and download usage information to your computer in .csv format.
Note: For more information on SMart eSolutions, see www.xerox.com/smartesolutions.
There are three ways to register the printer for SMart eSolutions:
•Automatic registration: Automatic registration is available as a standard feature on many
WorkCentre/WorkCentre Pro printers.
•SMart eSolutions Windows Client: The windows client is an option for small and medium sized
businesses. To download the Windows client, see www.xerox.com/smartesolutions.
•CentreWare Web: CentreWare Web is a Web browser-based software tool that installs, configures,
manages, monitors, and reports on network printers and multifunction printers on your network
regardless of manufacturer. It is well suited for large enterprise businesses. For more information,
see www.xerox.com/centrewareweb.
Notes:
•Once you install the software, MeterAssistant is automatically enabled.
•SMart eSolutions is not available in all countries. Refer to your Xerox Representative for
further information.
Before you begin:
• Create an account on Xerox.com to receive your meter read information. To create a new account
see www.xerox.com/meterreads.
• Ensure SNMP and TCP/IP are enabled.
• Ensure the HTTP Proxy Server is configured.
• Configure Billing Meter Read Alerts. For details, see Setting Up Billing Meter Read Alerts on
page 138.
• Configure Supplies Data Sent Alerts. For details, see Setting Up Supplies Data Alerts on page 139.
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Enabling SMart eSolutions
1. In CentreWare IS, click General Setup > SMart eSolutions > Registration.
2. If the HTTP Proxy Server is not configured, click Enable Proxy Server. For details, see Proxy Server
on page 38.
3. Click Register with Xerox Communication Server.
4. On the Xerox Communication Server page, next to Server Communication, select Enabled.
5. Next to Transmission Time, type the time of day that you want the printer to perform its daily
communication with Xerox.
6. Click Apply.
7. To test the connection, click Test Commu n ication Now .
Note: If you have not registered the printer for SMart eSolutions, this button is disabled.
MeterAssistant
To view the last transmission of Billing Meter information for your printer:
1. In CentreWare IS, click Status > SMart eSolutions.> Meter Assistant.
2. To configure Meter email alerts, see Setting Up Billing Meter Read Alerts on page 138.
SuppliesAssistant
To view the current status of supplies:
1. In CentreWare IS, click Status > SMart eSolutions.> Supplies Assistant.
2. Printer supplies list with their current% Life Remaining.
3. If Supplies Assistant email alerts are desired, see Setting Up Supplies Data Alerts on page 139.
Maintenance Assistant
1. In CentreWare IS, click Status > SMart eSolutions > Maintenance Assistant.
2. To send diagnostic information to Xerox, click Send Diagnostic Information to Xerox.
Note: If the button is unavailable, register the printer for SMart eSolutions.
3. To send diagnostic information to Xerox and start an online troubleshooting session, click Start an
Online Troubleshooting Session at www.xerox.com.
Note: If the button is unavailable, register the printer for SMart eSolutions.
View Usage and Billing Information
Usage Counters
The Usage Counters page displays the total number of pages printed or generated by the printer.
1. In CentreWare IS, click Status > Billing and Counters > Usage Counters.
The entire detailed list of pages printed or generated by the printer displays.
2. Click Refresh to update the page.
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Billing Information
The Billing Information page displays the count of pages printed or generated in black and white or
color for billing purposes.
1. In CentreWare IS, click Status > Billing and Counters > Billing Information.
The list of pages printed or generated by printer displays.
2. Click Refresh to update the page.
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Cloning
This feature allows you to save your printer settings in a clone file. You can use the clone file to copy
your printer settings to another printer, or use it to back up and restore settings on your own printer.
Note: If you are using the clone file to copy your printer settings to another printer, both printers
must be the same model, and have the same version of software.
To determine the Software Version of your printer:
1. In CentreWare IS, click Properties > General Setup > Configuration Report.
2. Scroll down to Software Versions.
Saving Your Printer Settings to a Clone File
1. In CentreWare IS, click Properties > General Setup > Cloning.
2. Under Create Clone File select the feature settings that you want save. All features are selected
by default.
3. To view the specific parameters that can be cloned for any of the features, click View
Feature Details.
4. Click Clone.
The Cloning page displays.
5. On the Cloning page, under Create Clone File, right-click Cloning.dat and save the file to
your computer.
Note: The default name for the file is Cloning.dat. If you rename the file, use .dat as the
file extension.
Installing a Clone File
Note: This procedure will cause the printer to restart and will be unavailable over the network for
several minutes.
1. In CentreWare IS, click Properties > General Setup > Cloning.
2. Under Install Clone File, click Browse and navigate to your clone file.
3. Click Install.
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Address Books
If your network is connected to an LDAP server you can configure the printer to look up addresses from
the LDAP directory. For details, see LDAP on page 33. If you do not have an LDAP server, you can use
the Fax Address Book and the Public Address Book to store fax machine phone numbers and email
addresses on the printer.
The printer can be configured to access both an LDAP directory and a Public Address Book. If both are
configured, users will be presented with the choice to use either address book.
Public Address Book
Email addresses, internet fax addresses, and fax numbers are stored in the Public Address book.
Note: An Internet Fax Address is the email address of an Internet fax machine.
Editing the Public Address Book as a .csv File
If you have many addresses to manage, you can create a list of addresses in a spreadsheet application,
save it as a .csv file, and upload it to the printer.
Format
The address book file must be in comma separated format (.csv). The printer recognizes the second row
in the .csv file as the first data entry. The first row contains headings for the data in each column. The
default column heading names are: Name, Email Address, Internet Fax Address.
Example:
To download a sample .csv file:
1. In CentreWare IS, click the Address Book tab.
2. Under Management, click Download Sample.
3. Click Download in CSV format. Save the file to your computer.
To download a.csv file with headings only (no sample data):
1. In CentreWare IS, click the Address Book tab.
2. Under Management, click Export File with Column Heading only.
3. Click Download in CSV format. Save the file to your computer.
Name Email Address Fax Number Internet Fax Address
Jim Smith jim.smith@corp.com 1234567898 faxmachine.one@corp.com
Ellen Jones ellen.jones@corp.com 4566544985 faxmachine.two@corp.com
Richard Allen richard.allen@corp.com 7899855546 faxmachine.three@corp.com
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Import
1. In CentreWare IS, click Address Book > Import.
2. If you want to import a new address book file, under Import Public Address Book, type the path
to your file, or click Browse to locate your file in .csv format.
3. Under Management, click Import.
4. Next to First row of the .CSV file, select if you the first row of data is Column headings or
Recipient data. If you downloaded and edited a sample .csv file, select Column headings.
5. Click Browse and navigate to your .csv file.
6. Click Next.
7. On the Import page, under Imported Heading, select the labels from your imported file that you
want to map to the labels in the Address Book. Options are:
8. Click Apply.
Adding and Editing Address Book Entries
To add a new name:
1. In CentreWare IS, click the Address Book tab.
2. Under Common Tasks, click Add New Name.
3. Edit the fields under Common Settings. Click Details to provide more detailed information.
4. Click Save & Close.
To edit an existing name:
1. Next to the name, click Edit.
2. Edit the fields under Common Settings. Click Details to provide more detailed information.
3. Click Save & Close.
To delete all names
1. Under Management, click Delete All Names.
2. Click OK.
LAN Fax Address Book
The LAN Fax feature has a separate directory for storing and managing addresses. For details, see the
print driver help.
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Font Management Utility
The CentreWare Font Management Utility allows you to manage fonts on one or more printers on
your network.
Note: The Xerox CentreWare Font Management utility is available on the Xerox website at
www.xerox.com/office/WC53XXdrivers.
You use the utility to download soft fonts to your printer, such as your company’s branded fonts or
unicode fonts needed to support multiple languages. You then can add, delete or export the fonts to a
file. You can add or delete printers in the printer list to display only those printers you want to manage.
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Customizing Printer Contact Information
The support page in CentreWare IS displays contact information for service and supplies as well as for
about the system administrator. You can customize this information to display your company’s contact
information for the users of the printer.
To add your own custom information:
1. In CentreWare IS, click the Support tab.
2. Click the Change Settings.
3. Update the fields with your desired information and click Save.
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Updating the Printer Software
When Xerox releases a new version of printer software or firmware, you can update your printer to
incorporate the new fixes and improvements.
Updating the Software
Before you begin
• Determine the current software version of your printer.
• Download the latest software update file in .bin format from the drivers and downloads page for
your specific printer.
To determine the currently installed software version:
1. In CentreWare IS, click Properties > General Setup > Configuration.
2. Scroll down to Software to verify the software version.
To update the software:
1. In CentreWare IS, click Properties > Services > Machine Software > Upgrades.
2. Under Upgrades select Enabled.
3. Click Apply.
4. Refresh you browser and navigate to Properties > Services > Machine Software > Manual Upgrade.
5. Under Manual Upgrade, click Browse to locate and select the software upgrade file in .bin format.
6. Click Open.
7. Click Install Software.
The file is sent to the printer. Once the software is installed, the printer restarts.
8. Check the configuration report to verify that the software has updated.
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Date and Time Settings
When the printer is first set up, you are asked to set the date and time. If you want to change the date
and time after the initial setup, use the control panel to change the settings. You can also use date and
time settings to enable Network Time Protocol (NTP) synchronization, set energy savings, and set other
timing functions for the printer.
To change date and time settings:
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch System Settings > Common Service Settings > Machine Clock/Timers.
3. Change the following settings as necessary:
•Date: Set the date.
•Time: Set the time using a 12-hour or 24-hour format.
•NTP Time Synchronization: Set the printer’s clock to synchronize with your Network Time
Protocol (NTP) server, if you have one.
•Connection Interval: Specify how often the printer connects to the NTP server.
•Time Server Address: Specify the NTP server address.
•AutoClear: Specify the amount of inactive time before the control panel resets to the default
screen. To set the default screen, see Touch Screen Settings on page 142.
•Auto Job Release: Specify the time elapsed until the printer cancels an active job with an
error and starts the next print job.
•Auto Print: Set the time period to start the next print job after you operate the control panel.
•Printer Lockout Duration: Set the printer to disable printing during a set time period or set
the machine to disable temporarily.
•Energy Saver Timers: Set the energy saver to low power and sleep mode duration.
•Time Zone: Set the time difference from GMT.
•Daylight Savings: Set the daylight savings time, if necessary. During daylight savings, the
printer automatically increments the clock forward by one hour.
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Watermarks and Annotations
A watermark inhibits the replication of a document by adding text or a background pattern to the
printed page. You can configure watermarks to print dates, unique IDs, background patterns, or to print
default text. Additionally, you can set watermarks to print according to the job type.
Annotations are customizable text strings that are printed on the document, similar to watermarks. If
you want to create a custom annotation not found in the default selections, you can set a text string
and then apply one of the four preset templates to the text string. When annotations are enabled, they
print according to the layout template associated with the job type.
Watermarks
To set up the watermark appearance and enable a forced watermark:
1. In CentreWare IS, click Properties > Security > Watermark >Watermark.
2. Under Watermark, specify the following:
• Select the date format and watermark appearance.
• Enable the forced watermark by job type, if necessary.
3. Click Apply.
Universal Unique ID
To print the Universal Unique ID number in the watermark:
1. In CentreWare IS, click Properties > Security > Watermark >Universal Unique ID.
2. Under Universal Unique ID, set where you want the unique ID to print on the page.
3. Click Apply.
Forced Annotations
Forced annotations allow you to create text strings for custom watermarks. You can create up to eight
strings with a maximum of 32 characters. Once the string is created, you can apply a layout template
to the watermark.
To create text strings:
1. In CentreWare IS, click Properties > Security > Force Annotation > Create Text String.
2. Under Create Text String, type up to eight watermark text strings.
3. Click Apply.
To apply layouts to text strings:
1. In CentreWare IS, click Properties > Security > Force Annotation > Apply Layout Template to
Copy/Print Jobs.
2. Under Apply Layout Template to Copy / Print Jobs, click Change Settings to apply the template
to the watermark string using one of the available types of print jobs.
3. Next to Apply Layout Template, select Enabled to apply the layout template.
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4. Under Layout Template List, select one of the preset templates from the list.
5. Click Apply.
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Memory Settings
You can increase performance by allocating memory away from ports that are not being used, or
allocate more memory to more heavily used ports.
1. In CentreWare IS, click Properties > General Setup > Memory Settings.
2. Under Memory Settings, specify memory allocation and spooling behavior.
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11
Customization and
Expansion
This chapter includes:
•Xerox Extensible Interface Platform (EIP) on page 158
•Auxiliary Interface Kit on page 159
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Xerox Extensible Interface Platform (EIP)
Xerox Extensible Interface Platform (EIP) allows independent software vendors and partners to
develop personalized and customized document management solutions that can be integrated
and accessed directly from the printer’s control panel. These solutions can leverage existing printer
infrastructure and databases. Examples of applications include ScanFlow Store™, Xerox Scan to PC
Desktop™, Equitrac Office™, and others. For more information on EIP applications for your printer,
contact your Xerox Service Representative or see www.office.xerox.com/eip/enus.html on the
Xerox website.
Enabling Extensible Services
Before you begin:
• Ensure that a digital certificate is installed on the printer. For details, see Installing a Digital
Certificate on page 56.
• Xerox recommends that you enable HTTP (SSL). For details, see Secure HTTP and SSL/TLS on
page 59.
Note: After installing a certificate and enabling HTTP (SSL), restart your Web browser. If you do
not restart your browser, a certificate error message will prevent you from accessing the Properties
tab in CentreWare IS.
Enabling Extensible Service Registration
1. In CentreWare IS, click Properties > General Setup > Extensible Service Setup.
Note: If Extensible Service Setup does not display, the custom services software file was not
installed correctly or the installation failed.
2. Under Setup, click Configure.
3. Select Extensible Services and click Apply.
Note: Other services are enabled by default.
4. Click OK.
5. Under Browser Settings, select Enable the Extensible Services Browser if necessary.
6. Some EIP applications require a password. If you are using one of these applications, under
Enable Extensible Services, select Export password to Extensible Services.
7. Select Verify server certificates if necessary.
8. If the EIP application that you are using is on a server outside the firewall of your company,
configure proxy server settings. To configure proxy settings, under Proxy Server select Use
Proxy Server.
a. Next to Proxy Setup, select Same Proxy for All Protocols to use the same settings for HTTP
and HTTPS. Select Different Proxy for Each Protocol to enter separate server addresses for
HTTP and HTTPS.
b. Type your HTTP and HTTPS server address and port number.
9. Click Apply.
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Auxiliary Interface Kit
An Auxiliary Interface Kit, or a Foreign Device Interface kit, is a third-party access and accounting
device such as a coin operated printer accessory or a card reader that can be attached to the printer.
Installation instructions are included with the Foreign Device Interface Kit. After the kit is installed, you
must enable and configure the device at the control panel.
To configure Accounting/Billing Device settings, see Accounting and Billing Device Settings on
page 135.
To configure accounting, see Accounting on page 127.
To configure authentication, see Local Authentication on page 49.
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