Xerox Workcentre 7525 7530 7535 7545 7556 With Built In Controller Installation Guide User_guide_

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Version 4.0
09/11
Xerox® Smart Card
Xerox® WorkCentre 7525/7530/7535/7545/7556
©2011 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 Unpublished rights reserved under the copyright laws of the United States.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.
XEROX® and XEROX and Design® are trademarks of Xerox Corporation in the United States and/or other countries.
Changes are periodically made to this document. Changes, technical inaccuracies, and typographic errors will be corrected in
subsequent editions.
Document version 4.0: September 2011
Xerox® Smart Card
Installation Guide
3
Table of Contents
1Introduction
Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Card Readers and Card Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Supported Card Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Supported Card Readers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Documentation and Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
2Preparation
Server Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Electrical Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
3Installation
Software Enablement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Configuring Smart Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Hardware Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Using the Smart Card. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
4 Troubleshooting
Fault Clearance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Locating the Serial Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Troubleshooting Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
During Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
After Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
A Retrieving the Certificate from a Domain Controller or OCSP Server
B Determining the Domain in which your Card is Registered
Xerox® Smart Card
Installation Guide
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Xerox® Smart Card
Installation Guide
5
1
Introduction
The Xerox Smart Card solution brings an advanced level of security to sensitive information.
Organizations can restrict access to the walk-up features of a Xerox device. This ensures only
authorized users are able to copy, scan, e-mail and fax information.
The key benefit of this solution is its two-factor identification requirement. Users must insert their
access card and enter a unique Personal Identification Number (PIN) at the device. This provides
added security in the event that a card is lost or stolen.
Once validated, a user is logged into the Xerox device for all walk-up features. The system allows for
functions to be tracked for an added layer of security.
The Xerox Smart Card enablement kit integrates with Xerox multifunction printers and existing smart
and personal identity verification cards and readers.
This guide explains how to install and configure the Smart Card solution. It identifies the resources and
equipment required to complete a successful installation.
Should you require any further information, please contact your Local Xerox Representative.
Introduction
Xerox® Smart Card
Installation Guide
6
Compatibility
This solution is compatible with the following product and configurations:
To identify the software level on your machine, press the Machine Status button on the control
panel.
•The System Software Version number is displayed.
Configuration Software Level
Xerox WorkCentre 7525/7530/7535/7545/7556 06x.120.xxx.xxxxx
Introduction
Xerox® Smart Card
Installation Guide
7
Card Readers and Card Types
Supported Card Types
The customer is responsible for purchasing and configuring the access cards. The following card types
are recommended:
Gemalto TOP DL GX4 144K V2.6.2b Applets
Oberthur ID-One Cosmo v5.2 128K V2.6.2 Applets
Oberthur ID-One Cosmo v5.2 72K V2.6.1 Applets
Oberthur ID-One Cosmo v5.2D 72K V2.6.1 Applets
Oberthur ID-One Cosmo v5.2 72K V2.6.2 Applets
Gemalto GemCombiXpresso R4 dual interface 72K V2.6.2 Applets
Axalto Access 64KV1
Axalto Access 64KV1
Gemplus GXP3 64V2N V2.6.1 Applets
Gemalto Cyberflex Access V2C 64K V2.6.1 Applets
Oberthur ID-One Cosmo V5.2D 64K
Oberthur OCS Galactic V1 32K V1 Applets
Oberthur Cosmo V4 32K V1 Applets
Schlumberger / Axalto Cyberflex V2 32K V1 Applets
Other card types may function with the solution, but have not been validated.Supported Card Types
Supported Card Readers
The customer is responsible for providing a card reader for each Xerox device. The following card
readers are compatible with the solution:
Gemplus GemPC USB SL
•Gemplus GEMPC Twin
•SCM Micro SCR3310
•SCM Micro SCR3311
OmniKey Cardman 3021 USB
OmniKey Cardman 3121 USB
ActivCard USB Reader V2 with SCR-331 firmware
Other CCID compliant readers may function with the solution, but have not been validated.
Note: Information about CCID compliant card readers can be obtained from various websites, for
example www.pcsclite.alioth.debian.org/ccid.This site is not a Xerox website and is not endorsed
by Xerox.
Introduction
Xerox® Smart Card
Installation Guide
8
Documentation and Support
For information specifically about your Xerox product, the following resources are available:
System Administrator Guide provides detailed instructions and information about connecting
your device to the network and installing optional features. This guide is intended for
System/Machine Administrators.
User Guide provides detailed information about all the features and functions on the device. This
guide is intended for general users.
Most answers to your questions will be provided by the support documentation supplied on disc with
your product. Alternatively you can contact the Xerox Support Center or access the Xerox website at
www.xerox.com.
Xerox® Smart Card
Installation Guide
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2
Preparation
This section explains the preparation and resources required to install the Smart Card.
The installation will take approximately one hour for each device. The following items are required in
order to complete the installation:
To set up the Domain Controller (DC) validation, you will need to determine if your site validates the
DC against the Online Certificate Status Protocol (OCSP) server. Many sites use OCSP to validate
individuals, but do not register the DC with it. If you set up the Xerox device to validate the DC and it
isn't registered, the procedure will fail.
If your site does register the DC with OCSP, you will need to decide whether:
to validate the DC against OCSP before validation of the user, or
to validate the DC after validation of the user
Item Supplier
Compatible Card Reader (refer to Supported Card Types on page 7) Customer
Compatible Access Card (refer to Supported Card Types on page 7) Customer
Smart Card enablement kit 498K17543
(one for each Xerox device)
Xerox
Feature Enable Key Xerox
TCP/IP enabled on the device Customer
DNS Host name or static IP address assigned Customer
Network Settings to be checked to ensure network is fully functional Customer
Domain Controller (DC) information:
Domain Controller authentication environment
lP address or Host Name
Domain information
Domain Controller Root and Intermediate certificates
Check that all certificates are in 64 bit X.509 format
Determine if the DC is registered with the OCSP at this site
Customer
Online Certificate Status Protocol (OCSP) Server Information:
•OCSP Server URL
OCSP - Root and Intermediate Certificates
Check that all certificates are in 64 bit X.509 format
Customer
Proxy Server configuration details Customer
Preparation
Xerox® Smart Card
Installation Guide
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The first method requires installation of the DC certificate as part of this procedure and is the more
accepted method for validation. The second method retrieves the DC certificate automatically for each
authentication and doesn't require installation of the DC certificate onto the Xerox device.
An additional option is to combine the first and second options and compare the retrieved DC
certificate to the one stored at installation. This provides the most security as it prevents rogue DCs
masquerading as the real DC.
Note: Certificates are often obtained from the Information Technology professionals that support
your organization. If you are unable to obtain the required certificates, refer to the process
outlined in Appendix A. You can determine the domain that you are registered in using the process
outlined in Appendix B.
Server Specifications
Prior to installation, ensure your network infrastructure supports Smart Card or Personal Identification
Verification (PIV).
Names or IP addresses of all servers and domains are required during setup.
Electrical Requirements
The USB port on the back of the Xerox device network controller provides the power required for any of
the supported card readers.
Xerox® Smart Card
Installation Guide
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3
Installation
This section provides instructions for installing and configuring the Smart Card solution.
There are 4 main installation procedures to follow in sequence.
Enabling and Configuring Smart Card
Use the Feature Enable Key to enable the Smart Card to be configured.
Configuring Smart Card
Enabling the Smart Card function and customizing the settings.
Hardware Installation
Unpacking the Smart Card Enablement kit and installing the card reader device.
•Using Smart Card
Instructions on how to use the card reader device to access the device functions.
Installation
Xerox® Smart Card
Installation Guide
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Software Enablement
Prior to installing the Xerox Smart Card solution, the software requires enabling on your Xerox device
using the Internet Services. The Feature Enable Key is printed on the inside cover of the Enablement
guide provided within the Xerox Smart Card kit.
Follow the instructions below to enable the device software.
Note: Some of the steps shown may require the System Administration password for your device
to be entered.
1. Access Internet Services
a. Open the web browser from your Workstation.
b. In the URL field, enter http://
followed by the IP Address of the
device. For example: If the IP
Address is 192.168.100.100,
enter the following into the URL
field: http://192.168.100.100.
c. Press Enter to view the Home page.
2. Access Properties
a. Select the Properties tab.
b. If prompted, enter the
Administrator User ID and
Password. The default is admin
and 1111.
c. Select the Login button.
3. Enable the Smart Card software
a. Select the Security link.
b. Select the Authentication link.
c. Select Setup in the directory tree.
d. In the Authentication &
Authorization Setup area, select
Edit Methods....
e. Set the Device User Interface
Authentication option to Smart
Card (CAC)/Personal Identity
Verification (PIV) using the
drop-down menu. If you require
the device to use the E-mail
address registered to the
authenticated user, select
Personalization.
f. Select Save.
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Installation Guide
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g. Enter the unique Feature Enable
Key provided on the inside cover
of the Smart Card Enablement
Guide.
h. Select Next.
A confirmation message is displayed.
i. Select Next. The Smart Card
settings are now ready for
configuring.
Note: No services will be restricted
until Smart Card has been fully
configured using Internet Services.
Installation
Xerox® Smart Card
Installation Guide
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Configuring Smart Card
Once the Xerox Smart Card feature has been enabled on the device it can be configured using Internet
Services.
Follow the instructions below to enable and configure the Smart Card:
1. Access Internet Services and select Properties. Refer to Access Internet Services on page 12 for
instructions.
2. Configure the Date & Time to update automatically
a. Select the General Setup link, then Date & Time.
b. Select Automatic Using NTP.
c. Check the Time Zone is set to the correct option for your region.
d. Select Apply. The device will reboot to apply the changes.
Notes:
The sign in front of the number is important. Most of Europe is plus of Greenwich Mean
Time, while North America is minus. Please consider the implications of Daylight Savings
Time when selecting the Offset of Local Time Zone option.
If Network Time Protocol is not available, check that the time set on the device matches
the network time on the Domain Controller Authentication Server. Refer to the System
Administrator guide for instructions. If using Network Time Protocol (NTP) do not
change the time on the device.
3. Access the Smart Card settings
a. Select the Authentication link.
b. Select Setup in the directory tree.
c. Select Smart Card Inactivity
Timer from the Authentication
Configuration window.
d. Enter the Smart Card Inactivity
Timeout required between 1
and 120 minutes. The default
setting is 5 minutes.
If the machine is inactive for the
period of time specified, it will
end the session automatically.
e. Select Save
Note: At the completion of
configuration of Smart Card, you can
return to this screen and Configure the Device Access permissions if required. Refer to the System
Administrator guide for your product.
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4. Enter the Domain Controller details for the authentication server.
a. Select Domain Controller(s)
from the Authentication
Configuration window.
Note: Initially the Domain
Controller(s) will be empty and the
NTP server will not be set.
b. Select Add Domain Controller.
c. Ensure the Domain Controller
Type is configured correctly for
your authentication
environment.
d. Enter the IP Address or enter the
Domain Controller Host Name
(this must be the fully qualified
Host Name).
e. Ensure Port 88 is selected unless your Kerberos Port is different.
f. Enter the Domain Name (this must be the fully qualified Domain Name).
g. Select Save.
5. Configure Certificate Validation
a. Select the Certificate Validation configure option.
Note: Ensure the Domain Controller is
configured prior to the next step.
The default settings for registering
the DC with OCSP is No.
If you wish to validate the DC against
OCSP before validation of the user:
a. Select the Yes check box for
Validate the domain controller
certificate stored on the device
against the OCSP server.
b. Select Next.
c. Enter the OCSP Server Service URL details.
Note: Depending on your environment, these details may be case sensitive.
If you wish to validate the DC against OCSP after validation of the user:
a. Check the box for Validate the certificate returned from the domain controller server
against the OCSP server.
b. Enter the OCSP Server Service URL details.
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6. If you wish to validate the DC certificate retrieved as part of the user authentication process
against the one stored during installation, check the box for Validate domain controller
certificate returned by the domain controller server matches the domain controller certificate
stored on the device.
Note: To change the Domain Controller search order, select the controller and use the up and
down arrows on the right side of the screen to promote or demote the controller order.
7. Load the DC root and intermediate certificates and the OCSP root and intermediate certificates.
a. Select Security then Trusted Certificate Authorities Page option or select Trusted
Certificate Authorities from the menu.
b. At the Trusted Certificates Authorities screen, select Add.
c. Browse to the previously retrieved certificates and add them one at a time.
d. Select the certificate then select the Upload Certificate Authority button to add each one.
e. Repeat the process until all certificates are installed.
f. Select Close.
8. Check the Proxy Server details are configured.
a. If required by your network environment, ensure the Proxy Server details have been
configured.
b. Select the Properties tab, then Connectivity, Protocols and Proxy Server and enter the
details.
c. Select Apply.
The Smart Card settings are now configured. You are now ready to install the Smart Card hardware
using the instructions starting on the next page.
Installation
Xerox® Smart Card
Installation Guide
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Hardware Installation
Install the card reader device using the following instructions.
1. Unpack the Smart Card Enablement Kit
The kit contains the following items:
Xerox Smart Card Enablement Guide (1)
Four Dual Lock Fastener pads (Velcro) (2)
Three Cable Ties (3)
One Ferrite Bead (4)
Ensure you have read the licence agreement and agree to the terms and conditions specified prior
to installation.
Installation
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Installation Guide
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2. Locate the card reader device being installed
There are four types of card reader available, one upright model or three slimline models.
Locate the device being installed and ensure it has been configured.
Note: The System Administrator should configure the cards prior to the card reader being installed
on the machine.
Installation
Xerox® Smart Card
Installation Guide
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3. Attach the ferrite bead to the reader cable.
Note: The ferrite bead should be clipped onto the cable directly behind the connector.
Installation
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Installation Guide
20
4. Attach the fasteners to the card reader device
Fasteners have been provided to secure the card reader to the Xerox device.
Peel back the fastener backing strip.
Position the fastener on the under-side of the card reader, as shown.
Repeat for each of the fasteners supplied.
Installation
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5. Remove the fastener backing strips
When all the fasteners have been attached to the card reader, remove the backing strips on each
of the fasteners.
Installation
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6. Place the card reader on the Xerox device
Gently place the card reader on the device (do not fix in place at this point).
Position the card reader in a suitable location, ensure it does not obstruct the opening of the
document handler side cover.
Check the cable has sufficient length to connect to the rear of the network controller.
Once it is in a suitable location, press firmly on the card reader to fix it in place.
Installation
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7. Connect the card reader to the Xerox device
Remove the Device Connector Cover.
Insert the USB connection into the slot provided on the rear of the network controller.
Replace the Device Connector Cover ensuring the USB cable passes through the slot at the
base of the cover.
Use the cable ties provided to ensure the cabling is neat and tidy.
The hardware installation is now complete.
Installation
Xerox® Smart Card
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8. Confirm the installation
When the card reader and the software has been installed and configured, the Card Reader
Detected screen displays on the Xerox device local user interface.
Select OK.
Smart Card is now ready for use.
Note: If the card reader is not detected, refer to Troubleshooting Tips on page 29 for information.
Installation
Xerox® Smart Card
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Using the Smart Card
Once the Smart Card has been enabled, each user must insert a valid card and enter their Personal
Identification Number (PIN) on the touch screen. When a user has finished using the Xerox device,
they are then required to remove their card from the card reader to end the session. For instances
where a user forgets to remove their card, the machine will end the session automatically after a
specified period of inactivity.
Follow the instructions below to use the Smart Card:
1. The Authentication Required window may be displayed on the touch screen, depending on your
device configuration.
2. Insert your card into the card reader.
3. Use the touch screen and numeric keypad to enter your PIN and then select Enter.
4. If the card and PIN are authenticated, access is granted.
Note: If the access attempt fails, refer to Troubleshooting Tips on page 29.
5. Complete the job.
6. To end the session, remove your card from the card reader.
The current session is terminated and the Authentication Required window is displayed.
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Xerox® Smart Card
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4
Troubleshooting
For optimal performance from your card reader, ensure the following guidelines are followed:
The Card Reader is only compatible with network connected products.
Ensure the Card Reader is plugged into the Network Controller. Refer to Connect the card reader to
the Xerox device on page 22 for instructions.
Do not position the Card Reader in direct sunlight or near a heat source such as a radiator.
Ensure the Card Reader does not get contaminated with dust and debris.
Troubleshooting
Xerox® Smart Card
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Fault Clearance
When a fault occurs, a message displays on the User Interface which provides information relating to
the fault. If a fault cannot be resolved by following the instructions provided, refer to Troubleshooting
Tips on page 29.
If the problem persists, identify whether it is related to the card reader device or the Xerox device.
For problems with the card reader device, contact the manufacturer for further assistance.
For problems relating to the Xerox device, contact the Xerox Welcome and Support Center. The
Welcome and Support Center will want to know the nature of the problem, the Machine Serial
number, the fault code (if any) plus the name and location of your company.
Contact Xerox using the numbers 1-800-ASK-XEROX or 1-800-275-9376.
Locating the Serial Number
•Press the Machine Status button on the control panel.
The Machine Information tab is displayed.
•The Machine Serial Number is displayed on this screen.
Note: The serial number can also be found on a metal plate inside the front door.
Troubleshooting
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Troubleshooting Tips
The table below provides a list of problems and the possible cause and a recommended solution.
If you experience a problem during the installation process please refer to the During Installation
problem solving table below.
If you have successfully installed the Smart Card solution but are now experiencing problems, refer to
After Installation on page 30.
During Installation
Problem Possible Cause Solution
Card reader is installed but no
message displays on the User
Interface
Card reader is faulty. Try a different card reader.
•Contact the System
Administrator.
Card reader connection is faulty. Check the cable is plugged in
correctly. Refer to Connect the
card reader to the Xerox device
on page 22 for instructions.
Unplug the card reader cable
then plug back in.
Plug the card reader into a
different USB port.
Card reader is not compatible. Check that the card reader is
on the list of compatible
devices, refer to Supported
Card Types on page 7.
Smart Card access is not enabled
on the machine.
Enable CAC through the
Properties set up screens using
Internet Services, refer to
Software Enablement on
page 12.
Troubleshooting
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After Installation
Problem Possible Cause Solution
Authentication failures Incorrect PIN has been entered. Retry entering the correct PIN.
If problem persists, contact the
System Administrator for
advice.
Card is locked due to too many
failed PIN attempts.
Contact Registration Authority
to reload or to get a new card.
Unable to find identity certificate.
Identity certificate has been
revoked.
Authentication with Domain
Controller Failed.
Check network cable is firmly
connected.
•Contact the System
Administrator.
Unable to validate server
certificate.
Smart Card Authentication System
Failed.
Authentication Failed.
System Administrator has not
selected All Features or Scanning
Service Only.
•Contact the System
Administrator.
Troubleshooting
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Time for date mismatch error There is a mismatch between the
time and date setting on the Xerox
device and the authentication
server time or date setting.
Verify that Network Time
Protocol is properly set up.
Verify that the date and time
and GMT Offset (Time Zone) is
correct, refer to Configure the
Date & Time to update
automatically on page 14 for
instructions.
Verify that GMT offset is
correct for Daylight Savings
Time.
•Contact your System
Administrator.
Cannot see the Internet Services
web page after software upgrade
IP Address incorrect or has been
reset.
Check the IP Address printed
on the configuration report.
Ensure the DHCP settings
match your site settings.
To print a configuration report
at the Xerox device, select
Machine Status, then
Information Pages. Select the
Configuration Report from the
list and select Print.
Problem Possible Cause Solution
Troubleshooting
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Xerox® Smart Card
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A
Retrieving the Certificate
from a Domain
Controller or OCSP Server
1. Access the Domain Controller using a web browser using the following syntax:
https://IP Address of the Domain Controller:636
For example: https://111.222.33.44:636 where
111.222.33.44 is the IP address of the appropriate server.
A Security Alert warning window is displayed, similar to
the one shown.
2. Click on View Certificate to proceed.
If the window does not display, double click on the
padlock icon in the lower right hand corner of your
browser window.
The Certification Information window is displayed.
Retrieving the Certificate from a Domain Controller or OCSP Server
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34
3. Select the Details tab.
Record the name of the Certificate Authority (CA) that
issued this certificate, the "Issuer".
A certificate from this CA will be required during Smart
Card setup.
4. Select the Copy to File button.
The Certification Export Wizard is displayed.
5. Select Next.
6. Select Base-64 encoded X.509 (.CER).
7. Select Next.
Retrieving the Certificate from a Domain Controller or OCSP Server
Xerox® Smart Card
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35
8. Select Browse.
Browse to a directory to save the Certificate.
9. Enter a filename for the Certificate and select Save.
10. Select Next.
11. Select Finish.
The Certificate is retrieved from the server and saved in
the selected directory.
A pop-up message will confirm that the Certificate has
been successfully saved.
Once saved the Certificate can be loaded onto the
device.
This process can be repeated to retrieve the Certificates from
each of the required servers.
Retrieving the Certificate from a Domain Controller or OCSP Server
Xerox® Smart Card
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Xerox® Smart Card
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B
Determining the
Domain in which your
Card is Registered
1. From your PC, click the Start menu and right click on My Computer.
2. From the drop down list, select Properties.
When the System Properties window opens, click on the Computer Name tab.
Beneath the Full Computer name is the Domain Name.
3. Copy and paste the Domain Name directly into the CAC setup page on the Internet Services user
interface.
Refer to Configuring Common Access Card on page 14 for instructions.
4. Select Cancel to close the System Properties window.
Determining the Domain in which your Card is Registered
Xerox® Smart Card
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