Inepro DocuPRO Installation Manual

Installation Guide

DocuPRO Embedded

Client for Xerox

Product Version: 7.0

Version of this manual: 7.0.9

DocuPRO Embedded Client for Xerox

Congratulations on selecting an Inepro Solution. We are certain you will be pleased with your purchase of one of the finest solutions of the market.

We want to help you get the best result out of your Inepro Solution and to operate in an efficient manner. This manual contains information on how to do that; please read it carefully. Due to continuous product improvements this manual is subject to changes without notice.

We strongly recommend you read the license agreement to fully understand its coverage and your responsibilities of ownership.

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Best wishes, Inepro BV.

The most efficient embedded solution

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Products that are referred to in this document may be either trademarks and/or registered trademarks of the respective owners. The publisher and the author make no claim to these trademarks.

This product has been developed using Xerox Corporation proprietary embedded architecture or other proprietary Xerox products.

This document includes information which has been provided by Xerox Corporation, and such information is © Xerox Corporation or its licensors. Copying in whole or in part of the Xerox information without permission of Xerox is prohibited, except to the limited extent permitted by mandatory applicable law.

While every precaution has been taken in the preparation of this document, the publisher and the author assume no responsibility for errors or omissions, or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it. In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document.

Version 7.0.9 created: October 2014 in Nieuw-Vennep, The Netherlands

Publisher

Managing Editor

Technical Editors

Cover Design

Inepro B.V.

K. de Graaf

R. Post

K. de Graaf

Production

Inepro B.V.

Team Coordinator

R. Groen

H. Wagenaar

DocuPRO Embedded Client for Xerox

Version 7.0.9 Inepro B.V. http://www.inepro.com

Table of Contents

Introduction

2

Requirements

4

Networking/Firewall Configuration

6

Installation

8

Configuration

12

........................................................................................................................................................ 121 Auto configure MFP’s

........................................................................................................................................................ 182 MFP Configuration

....................................................................................................................................................................................................... 18System Timeout

....................................................................................................................................................................................................... 19Confirmation / Error Reports

....................................................................................................................................................................................................... 20Secure Access

....................................................................................................................................................................................................... 22Web Services

........................................................................................................................................................ 223 Check MFP Settings

....................................................................................................................................................................................................... 23Enable SSL

....................................................................................................................................................................................................... 23Network Accounting

....................................................................................................................................................................................................... 25Lock All Applications

....................................................................................................................................................................................................... 26Set Default Application

....................................................................................................................................................................................................... 26Secure Access

Business Server Settings

28

Appendix I

32

Introduction

Part

I

Introduction

2 - DocuPRO Embedded Client for Xerox

Introduction

Extensible Interface Platform (EIP) is a platform on which developers can create an application that can drive the copier, scan and print functions. DocuPRO embedded client for Xerox can release print jobs, copy and scan, and will register and optionally enforce payment for those functions.

The DocuPRO client for Xerox embedded system has a number of basic functions:

§

Print

§

Copy

§

Scan

The main focus of the system is a payment and accounting system for the basic machine functions and provide a print release option for the Inepro DocuPRO system. In order for this to work the system prevents the machines to be used freely until a user is logged in. It also records all the transactions a user does until the user logs out and store these to a central server

Requirements

Part

II

Requirements

4 - DocuPRO Embedded Client for Xerox

Requirements

§

The Xerox MFP’s must have the “Xerox Secure Access” authentication method and the “Network Accounting” method installed. You may need to contact Xerox to enable these functionalities.

§

Ensure that the Xerox MFP’s are connected to the network.

§

Have the network addresses of the Xerox MFP’s available. It is recommended that the MFP’s are configured with a static IP.

§

Have the network address available of the system running the Inepro Business Server.

§

Ensure your DocuPRO version is 7.0.14 or higher.

§

Ensure your Xerox EIP (Extensible Interface Platform) version is 2.0 or higher

Networking/Firewall Configuration

Part

III

Networking/Firewall Configuration

6 - DocuPRO Embedded Client for Xerox

Networking/Firewall Configuration

Ensure that your networking/firewall configuration allows port 10056 for inbound TCP connections from the Xerox MFP’s.

Make a rule, select port. Click .

Enter the port number (10056) and click 'Next'.

Choose 'Allow Connection' and click

Installation

Part

IV

Installation

8 - DocuPRO Embedded Client for Xerox

Installation

Start setup.exe (not the msi file!) to begin the installation process. Follow the instructions on screen to begin installing DocuPRO Embedded Client for Xerox. You will be prompted to install Microsoft WSE 3.0, Ultidev WebServer and .Net 4.0 if not installed already.

Continue the installation by clicking

Continue the installation by clicking .

Version 7.0.9 - 9

Confirm the installation by clicking .

Choose your installation folder, recommended is that you leave this default. Continue the installation by clicking .

Installation

10 - DocuPRO Embedded Client for Xerox

Finish the installation by clicking

Configuration

Part

V

Configuration

12 - DocuPRO Embedded Client for Xerox

Auto configure MFP’s

UltiDev Web Server settings

1. When the installation is completed start the UltiDev Web Server Explorer. Check if the iXeroxEmbedded application is running.

2. Next go to the Network Addresses tab

3. Add a SSL Listen Address at port 10056 (Click 'Create a new certificate').

4. A new window opens.

Version 7.0.9 - 13

5. Create a self-assigned test certificate.

6. Select or type 'localhost', click .

7. Select certificate, click .

8. Fill out the port number, click .

Configuration

14 - DocuPRO Embedded Client for Xerox

9. Click Save config changes.

10.When the application is running again, browse to https://localhost:10056/iXeroxEmbedded or click this shortcut on the desktop:

.

11.Fill in the Business server IP or host name and log in with your Inepro Manager staff authentication (username and password). A Inepro authentication must have been created in the Inepro Manager, please refer to the Inepro Back Office Manager for instruction on creating authentication accounts in the Inepro Back Office Manager.

12.Click login to continue.

Version 7.0.9 - 15

13.At this page configurations can be made. It will also enabe configuration of the MFP’s automatically and will install the Inepro embedded application on the devices.

14.Specify the preferred language that should be displayed on the machines. If this is left on auto, it will use your browser language.

15.Fill out the IP or Hostname where the Inepro business server is installed and if SSL is enabled. (This is enabled at default).

16.List all Xerox MFP IP’s which should have the Inepro embedded application installed, separated by comma. (Example 192.168.1.1, 192.168.1.2, etc. ).

17.Fill out the admin username and password of the MFP’s. If this differs per device it must be configured separately.

18.If debugging, debug logging should be enabled, otherwise leave the checkbox empty.

19.When everything is ready click 'Configure'.

20.Now all the MFP’s will almost completely be configured automatically. Some settings must be set manually, this will be done in the MFP configuration section . See Check MFP Settings to validate the essential settings.

18 22

Configuration

16 - DocuPRO Embedded Client for Xerox

Version 7.0.9 - 17

21.If everything went well the previous screen should be seen. If errors are shown, please configure the afflicted MFP's manually using the MFP web interface as shown in Check MFP Settings .

22.If the message above is displayed, please start the IP Notification service manually.

22

Configuration

18 - DocuPRO Embedded Client for Xerox

23.Please check the MFP. The MFP’s should now have the following lock screen or something similar depending on the device

Mandatory MFP Settings

These steps must be followed to ensure a correct installation of the MFP for the DocuPRO embedded client for Xerox. The specific steps, screen layouts and button/label names can differ between device models. However the general process is the same for all supported devices. The following options need to be configured:

§

System Timeout

§

Confirmation / Error reports must be disabled

§

Secure Access

§

Web Services

Login to the web browser admin panel via the MFP IP adress and then go to the properties tab

System Timeout

Set System Timeout to the maximum setting

At the 'services' section:

- Got to 'Security > System Timeout'

§

Set Touch User Interface System Timeout at the maximum setting (usually 60 minutes). This is done to insure that the setting is in effect managed by the Inepro Business Server, (setting CustomerLogoffTimeout). This is set by default at 120 seconds (2 minutes)

See section CustomerLogoffTimeout at the Business Server Settings

28

Version 7.0.9 - 19

Turn Off Confirmation / Error Reports

Services

At the 'services' section:

- Printing > General

§

Set Print Banner Sheets to No and Print Error Sheets to Disable.

- Work flow Scanning > General Settings

§

Set Configuration Sheet to Off.

Configuration

20 - DocuPRO Embedded Client for Xerox

- Email > Setup > General

§

Set Configuration Sheet to Off

Secure Access

At Login/Permissions/ Accounting

• Login Methods

- Make sure Xerox Secure Access is selected.

If not click the edit button and select it from the list.

Version 7.0.9 - 21

When enabled click Xerox Secure Access Setup and in the next screen click Manually Override Settings.

Make sure:

• The Path is /iXeroxEmbedded/Service.asmx

- The IP of the server where the embedded is installed is correct and the port is 10056.

• At Device Log In Methods Xerox Secure Access Device + alternate on-screen authentication

method is selected.

- This will enable the user to login manually at the device's touch panel.

• At Accounting Information (Requires Network Accounting) Automatically apply

Accounting Codes from the server is selected

Configuration

22 - DocuPRO Embedded Client for Xerox

Web Services

At Printing

• Printing Web Services

- Make sure all services are enabled

Check MFP Settings

Please follow these steps to validate that everything during the automatic configuration went ok. If there where errors during the automatic configuration please also follow these steps. The specific steps, screen layouts and button/label names can differ between device models. However the general process is the same for all supported devices. The following options need to be configured:

§

A Certificate must be present

§

SSL must be enabled

§

Network Accounting must be enabled

§

All applications must be locked

§

The default application should be Inepro DocuPRO

§

Secure Access must be enabled with the correct information

Login to the web browser admin panel via the MFP IP adress and then go to the properties tab

Version 7.0.9 - 23

Enable SSL

At Connectivity

• Setup

- HTTP

§

Make sure a certificate is present and Force Traffic over SSL is checked to Yes

Network Accounting

At Login/Permissions/ Accounting

• Accounting Method

- Make sure Network Accounting is selected.

If not click the edit button and select it from the list.

Configuration

24 - DocuPRO Embedded Client for Xerox

Make sure the Accounting Workflow for Copy and Scan jobs is selected to Pre-Authorization and Capture Usage and the rest Capture Usage.

And the Job Limits Settings is the correct url:

https://IP:10056/iXeroxEmbedded/DocuPRO/JBA/JobLimits/JobLimitsAppServer.asmx

Version 7.0.9 - 25

Lock All Applications

At Login/Permissions/ Accounting

• User Permissions

- Click edit at User Permission Roles

§

Click edit at Non-Logged-In-User

§

Click the Services & Tools tab

§

Make sure the Restrict access to all Services and Tools option is checked

Configuration

26 - DocuPRO Embedded Client for Xerox

Set Default Application

At General Setup

· Entry Screen Defaults

o

Make sure Inepro DocuPRO is selected at Services and at Default Walkup Screen

Secure Access

See Secure Access settings in MFP Configuration

18

Business Server Settings

Part

VI

Business Server Settings

28 - DocuPRO Embedded Client for Xerox

Business Server Settings

Here a list of setting relevant to the Inepro Client for Xerox can be found.

Settings relevant to the DocuPRO Embedded Client for Xerox:

Setting

Description

Reserved for

future use

AllowCustomerPasswordChange

Allows the user to change his password at the setting screen.

AllowJobPropertyModification

Allow modifications of print jobs (color, amount, cost centre, etc).

*

AllowTagRegistration

Allow to register a blank card to the logged in customer at the settings screen.

*

ApplicationMode

PRINT_COPY_SCAN, PRINTRELEASE, PRINT_COPY, COPY. Show or, if there is only one option, go to the selected option and disable the rest.

AutomaticFunctionSelection

If there are print jobs go straight to the print screen.

Setting

Description

Reserved for

future use

CostcenterEntryField

SHORTNAME, CODE. Show the cost centre longname + code instead of only the longname.

CostcenterSelectMode

SELECT, SEARCH. When SEARCH is selected show the keyboard instead of the cost centre list screen.

CurrencyDecimals

Number of currency decimals after the separator.

CurrencyDecimalSeparator

Separator in currency.

CurrencySymbol

€, $, etc. for/after currency.

CurrencySymbolPrefix

Prefix or postfix the currency symbol.

CustomerLogoffTimeout

The idle time (in seconds) a user has before he/she will be logged out. Default = 120 sec.

DefaultApplication

Pull print, Scan to me, Copy. Go straight to the print, copy or scan screen.

Setting

Description

Reserved for

future use

EnableColorScan

Show (auto)color scan option.

EnablePrintJobPreviews

Show print jobs previews on print details screen.

EnableScan

Enable scan functionality.

EnableScanToFolder

Enable ScanToFolder option.

EnableScanToMail

Enable ScanToEmail option.

FTPScanPort

ScanToX port. Default (empty) is port 21.

FTPScanServer

ScanToX IP. Default (empty) is business server IP.

Setting

Description

Reserved for

future use

LogOffAfterPrint

Logoff customer after a printjob is released.

MaxCostcentersInSelection

Maximum number of cost centres in the list, else go to the keyboard search screen first.

MFPAdminPassword

MFP admin password to login as admin at the device.

MFPAdminUserName

MFP admin username to login as admin at the device.

MinBalance

Minimum balance to be allowed to print, copy or scan.

MinimumPasswordLength

Minimum password length to change password or create a new tag registration.

Version 7.0.9 - 29

Setting

Description

Reserved for

future use

PrintingMode

SIMPLE, ADVANCED, DIRECT_IPREADER_RELEASE ADVANCED = normal. SIMPLE = print all when print is pressed. DIRECT_IPREADER_RELEASE (business server does this for us) release all print jobs when logging in.

PurseSelection

PERSONAL_ONLY, BUDGET_ONLY, PREFER_PERSONAL, PREFER_BUDGET, PERSONAL_AND_ASK, BUDGET_AND_ASK, USE_ALL_PURSES.

SecondTerminalLanguage

Second language option in Settings screen.

SupportTagHoldMode

Logoff customer when tag is removed.

Setting

Description

Reserved for

future use

TerminalLanguage

Language of terminal; if UseCustomerLanguage is not TRUE and the manager language is set to Auto. Also language option in Settings screen.

ThirdTerminalLanguage

Third language option in Settings screen

Usecost centres

Must use cost centres. If customer doesn't have any, don't allow budget.

UseCustomerLanguage

Use the customer language, if the user has a language and the manager language is set to Auto.

Refer to the Inepro Business Server manual for detailed explanation of the functions.

Activate Settings

Use the 'Force Business Server to use new settings' button to use the new settings

Appendix I

Part

VII

Appendix I

32 - DocuPRO Embedded Client for Xerox

Appendix I: DocuPRO Embedded Client for Xerox

Release notes

Version 7.0

Revision history

Version

Description

Date

Author

7.0.4

First release version

7-1-2014

R. Post

7.0.5

Second release version

7-1-2013

R. Post

Introduction

In these release notes you will find all relevant information regarding this release. Please read these release notes carefully and make sure you understand them. We strongly recommend not to roll out this release of software directly on your working system but to test it first before going live. If you have questions, remarks or if you want to report a problem please send an E-mail to [email protected]

Disclaimer of warranty

Inepro BV makes no representations or warranties, either express or implied, by or with respect to anything in this document, and shall not be liable for any implied warranties of merchantability or fitness for a particular purpose or for any indirect, special or consequential damages. Copyright © 2014, Inepro BV. All rights reserved. "Inepro B.V." and Inepro B.V.’s products are trademarks of Inepro B.V. References to other companies and their products use trademarks owned by the respective companies and are for reference purpose only.

Purpose

The purpose of the Release Notes is to communicate the major new features and changes in this release of the inepro Back office suite. It also documents known problems and work-around's.

Scope

This document describes the software release of the DocuPRO embedded for Xerox 7.0 Definitions, Acronyms and Abbreviations iBos = inepro Back office suite; iBom = inepro Back office manager;

About this release

The version 7 release is the first DocuPRO embedded for Xerox release. This version, version: 7.0 also includes several new features and bug fixes for the reported issues from the previous release.

Supported machines

All Xerox machines that have EIP 2.0 with a 800x480 screen resolution.

Version 7.0.9 - 33

Minimum requirements for an Inepro print server (Database running on different server)

§

Intel Core 2 Duo processor (Intel XEON recommended).

§

Windows Server OS (see above operating systems)

§

1 GB RAM (2 GB or more recommended)

§

80 GB free NTFS HDD disk space

§

Print Queues defined as local queues on the server

§

Supported 100 Mbit Ethernet adapter.

§

Display setting 1024 X 768

Requirements:

§

The Xerox MFP’s must have the “Xerox Secure Access” authentication method and the “Network Accounting” method installed. You may need to contact Xerox to enable these functionalities.

§

Ensure that the Xerox MFP’s are connected to the network.

§

Have the network addresses of the Xerox MFP’s available. It is recommended that the MFP’s are configured with a static IP.

§

Have the network address available of the system running the Inepro Business Server.

§

Ensure your DocuPRO version is 7.0.14 or higher.

§

Ensure your Xerox EIP (Extensible Interface Platform) version is 2.0 or higher

Legend:

(+) Added feature (*) Improved/ changed feature (-) Bug fix

+ Email jobs now also are handled and registered as scan jobs * Removed customer manual login password from log * Added more info in log at serious exceptions * Skips registerproducts if logging out without customerdata

Known bugs and limitations

- Added missing Dutch translation for scan/scanning messages.