Xerox CentreWare Web CWW Evaluation Guide

Version 6.3 May 2019

Xerox® CentreWare® Web Evaluation Guide

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Document Version: 6.3 (2019)

Xerox CentreWare Web Evaluation Guide i

Contents

1. How to Use This Guide ............................................................................................................................................................................ 1-1

Intended Audience ................................................................................................................................................................................... 1-1

Nomenclature Used in This Guide ..................................................................................................................................................... 1-1

Guidelines for This Documentation .................................................................................................................................................. 1-2

CentreWare® Web Icons ....................................................................................................................................................................... 1-2

Acronyms Used in This Guide .............................................................................................................................................................. 1-2

Recommended Test Sequences .......................................................................................................................................................... 1-4

Reference Material .................................................................................................................................................................................... 1-4

CWW Software ...................................................................................................................................................................................... 1-4

Other Guides ........................................................................................................................................................................................... 1-4

Help System ............................................................................................................................................................................................ 1-4

Product Support Information ............................................................................................................................................................... 1-4

Internet Support ................................................................................................................................................................................... 1-4

Telephone Support .............................................................................................................................................................................. 1-4

Product Overview ....................................................................................................................................................................................... 1-5

System Requirements .............................................................................................................................................................................. 1-5

Recommended Hardware ................................................................................................................................................................ 1-5

Verifying Software Requirements ................................................................................................................................................ 1-7

Client Software Requirements ............................................................................................................................................................. 1-8

Browser Requirements ....................................................................................................................................................................... 1-8

Print Device Requirements .................................................................................................................................................................... 1-9

Network Printer Discovery/Monitoring Requirements ........................................................................................................ 1-9

2. Xerox® CentreWare Web Installation .......................................................................................................................................... 2-10

Suggested Prerequisites for This Evaluation .............................................................................................................................. 2-10

Expected Outcome of Installing CWW ......................................................................................................................................... 2-10

Installing CWW ........................................................................................................................................................................................ 2-10

Demonstrating the CWW Installation..................................................................................................................................... 2-13

Getting Started Wizard ........................................................................................................................................................................ 2-13

Getting Started: How Many Printers Discovery Wizard ................................................................................................... 2-14

Initial E-mail Notification Setup ................................................................................................................................................. 2-14

Proxy Server Setup ............................................................................................................................................................................ 2-15

Getting Started: Completed ......................................................................................................................................................... 2-17

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Installation Section Summary .......................................................................................................................................................... 2-17

3. CWW User Interface ............................................................................................................................................................................. 3-18

Prerequisites for This Section ............................................................................................................................................................ 3-18

The CWW Home Page .......................................................................................................................................................................... 3-18

Overview of the Printers Main Menu View .................................................................................................................................. 3-19

Navigation Menu (1): ...................................................................................................................................................................... 3-19

Printer Navigation Folder Window (2):.................................................................................................................................... 3-20

Group ID (3): ........................................................................................................................................................................................ 3-20

Printer Actions Window (4): .......................................................................................................................................................... 3-20

Group Actions (5): ............................................................................................................................................................................. 3-21

Show Comment/Database Results (6): ................................................................................................................................... 3-22

Table View and Table Preferences (7): ................................................................................................................................... 3-22

Find and In (8): ................................................................................................................................................................................... 3-23

Printer Table View (9): ..................................................................................................................................................................... 3-23

Paging Toolbar (10) ......................................................................................................................................................................... 3-24

Quick Device Discovery (11) ......................................................................................................................................................... 3-24

4. Device Discovery ..................................................................................................................................................................................... 4-25

Discovery Methods ................................................................................................................................................................................. 4-25

IP Addresses/DNS Names ............................................................................................................................................................. 4-25

IPv6 .......................................................................................................................................................................................................... 4-25

Import/Export Functions ................................................................................................................................................................ 4-25

Comments ............................................................................................................................................................................................ 4-26

Network Impact of Device Discovery ............................................................................................................................................ 4-26

Prerequisites for this Evaluation ................................................................................................................................................. 4-26

Quick Configuration ............................................................................................................................................................................... 4-27

Quick Configuration Evaluation: Intermediate ................................................................................................................... 4-27

Discovery Options ................................................................................................................................................................................... 4-28

Setting Up IP Based Discovery Methods ................................................................................................................................ 4-28

Discovery Exclusions......................................................................................................................................................................... 4-28

Delete Printers ..................................................................................................................................................................................... 4-29

SNMP v1/v2 .......................................................................................................................................................................................... 4-30

SNMP v3 ................................................................................................................................................................................................ 4-30

General Discovery Method Setup Notes & Considerations ........................................................................................... 4-31

IP Sweep Discovery........................................................................................................................................................................... 4-31

SNMP v3 Discovery ........................................................................................................................................................................... 4-31

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IP ARP Cache Discovery .................................................................................................................................................................. 4-31

IP Subnet Scan Discovery .............................................................................................................................................................. 4-31

Manual Discovery Using IP ARP Cache ................................................................................................................................... 4-32

Manual Discovery Using IP Subnet Scan ............................................................................................................................... 4-32

Manual Discovery Using IP Broadcast .................................................................................................................................... 4-32

Automatic discovery using IP Sweep ....................................................................................................................................... 4-32

Automatically Retrieving IP Addresses ................................................................................................................................... 4-33

IPX Printer Discovery Method ...................................................................................................................................................... 4-33

Configuring the Printer Re-Discovery Feature ..................................................................................................................... 4-34

Manually Clear All Printers Feature ........................................................................................................................................... 4-34

Printers Not Communicating Feature ...................................................................................................................................... 4-35

5. Generate a Status Report Using the Reports Function ......................................................................................................... 5-36

Graphical Reports .............................................................................................................................................................................. 5-36

Tabular Reports .................................................................................................................................................................................. 5-36

Standard Graphical Reports ............................................................................................................................................................... 5-37

Standard Tabular Reports ................................................................................................................................................................... 5-39

Named Reports ........................................................................................................................................................................................ 5-40

6. Custom Properties .................................................................................................................................................................................. 6-41

Enabling and Defining Custom Properties .................................................................................................................................. 6-41

Printer Sort Feature ................................................................................................................................................................................ 6-42

Enable Filter Feature.............................................................................................................................................................................. 6-42

Enforce Uniqueness Feature.............................................................................................................................................................. 6-42

Error/Warning Icon Settings .............................................................................................................................................................. 6-43

7. Printers Features ...................................................................................................................................................................................... 7-45

Printers Overview ..................................................................................................................................................................................... 7-45

How to Evaluate Printers Features .................................................................................................................................................. 7-45

Prerequisites for This Evaluation ...................................................................................................................................................... 7-45

New Printer Function ............................................................................................................................................................................. 7-45

Add New Non-Networked Printer Device ............................................................................................................................... 7-45

Add New Networked Printer Device ......................................................................................................................................... 7-46

Troubleshooting Function ................................................................................................................................................................... 7-46

Troubleshoot multiple printers .................................................................................................................................................... 7-47

Traps ............................................................................................................................................................................................................. 7-48

Modify Trap ......................................................................................................................................................................................... 7-48

Alert History ............................................................................................................................................................................................... 7-49

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Printer Status History ............................................................................................................................................................................. 7-49

Display Preferences Feature .............................................................................................................................................................. 7-50

Table Scrollbars Feature ...................................................................................................................................................................... 7-51

Find and In ................................................................................................................................................................................................. 7-51

To Use the Find and In Features ................................................................................................................................................ 7-51

Sort by Column Feature ....................................................................................................................................................................... 7-52

Automatic Filtering ................................................................................................................................................................................ 7-52

Edit Actions ................................................................................................................................................................................................ 7-53

How to use this feature .................................................................................................................................................................. 7-53

Edit Asset Properties ........................................................................................................................................................................ 7-53

Edit Printer Default Properties ..................................................................................................................................................... 7-54

Edit Protocol Properties .................................................................................................................................................................. 7-54

Edit Traps .............................................................................................................................................................................................. 7-55

Setting Edit Trap ................................................................................................................................................................................ 7-56

Edit Scan Services .............................................................................................................................................................................. 7-56

Edit Security Properties ................................................................................................................................................................... 7-57

Edit Job Accounting Properties ................................................................................................................................................... 7-58

Refresh Data ............................................................................................................................................................................................. 7-59

Printer Alerts .............................................................................................................................................................................................. 7-60

Reset Printer............................................................................................................................................................................................... 7-60

Status History ............................................................................................................................................................................................ 7-61

Printers Section Summary ................................................................................................................................................................... 7-61

8. Utilizing Groups........................................................................................................................................................................................ 8-62

Overview of Groups ................................................................................................................................................................................ 8-62

Prerequisites for this Evaluation: ................................................................................................................................................ 8-62

How to Evaluate Printer Group Functions ................................................................................................................................... 8-62

Group Folder Navigation ..................................................................................................................................................................... 8-62

Error Printer Group ............................................................................................................................................................................ 8-63

Unconfigured Printer Group ......................................................................................................................................................... 8-63

All Group ................................................................................................................................................................................................ 8-63

Newly Discovered Group ................................................................................................................................................................ 8-63

Additional Printer Folder Functions ................................................................................................................................................ 8-63

Evaluating New Group Function ................................................................................................................................................ 8-64

User and Group access to Printer Groups .............................................................................................................................. 8-65

Custom Group Additional Actions .................................................................................................................................................. 8-65

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Add to Group ....................................................................................................................................................................................... 8-66

Remove from Group ......................................................................................................................................................................... 8-66

Importing Groups .............................................................................................................................................................................. 8-66

Importing Devices into Groups ................................................................................................................................................... 8-66

Copy to Groups ................................................................................................................................................................................... 8-67

New Subgroup .................................................................................................................................................................................... 8-67

Reorder Group ..................................................................................................................................................................................... 8-68

Set Parent Group ............................................................................................................................................................................... 8-68

Delete Group ............................................................................................................................................................................................. 8-69

Group Configuration ............................................................................................................................................................................. 8-70

Configure Group Identity .............................................................................................................................................................. 8-70

Group Status Retrieval .................................................................................................................................................................... 8-71

Group Membership Filter..................................................................................................................................................................... 8-71

Status Alerts ............................................................................................................................................................................................... 8-72

Prerequisite for the remainder of this test ............................................................................................................................ 8-73

Group Section Summary...................................................................................................................................................................... 8-74

9. Configuration Sets and Configuration Policies ......................................................................................................................... 9-75

Recommended Usage .......................................................................................................................................................................... 9-75

Creating Configuration Sets and Policies .................................................................................................................................... 9-76

Steps to Create a Configuration Set ........................................................................................................................................ 9-76

Delete and/or Copy a Saved Configuration Set ................................................................................................................. 9-77

Creating a Configuration Set from a Device ........................................................................................................................ 9-77

Configuring Devices Remotely .................................................................................................................................................... 9-77

Creating Configuration Policies .................................................................................................................................................. 9-78

Editing a Configuration Policy..................................................................................................................................................... 9-78

Additional Configuration Policy Actions ................................................................................................................................ 9-79

10. Exploring the Device Management Dashboard ..................................................................................................................... 10-80

Policy Drill Down .................................................................................................................................................................................... 10-81

Exporting the Dashboards ................................................................................................................................................................ 10-81

11. Working with Device Firmware Policy ......................................................................................................................................... 11-82

Overview .................................................................................................................................................................................................... 11-82

Adding / Deleting Files to the Software File Repository ..................................................................................................... 11-83

Creating a New Firmware Policy .................................................................................................................................................... 11-84

Manually Releasing an Upgrade ................................................................................................................................................... 11-86

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Deployment Tasks ................................................................................................................................................................................ 11-86

Editing a Firmware Policy .................................................................................................................................................................. 11-87

Miscellaneous Tips................................................................................................................................................................................ 11-87

12. Working with Device Passwords Policy ....................................................................................................................................... 12-88

Creating New Password Policies .................................................................................................................................................... 12-88

Enforcing Policies ............................................................................................................................................................................. 12-89

Editing Password Policies................................................................................................................................................................... 12-89

Viewing and Updating Passwords ................................................................................................................................................ 12-90

Applying A Password...................................................................................................................................................................... 12-90

Importing Passwords from CSV File ....................................................................................................................................... 12-90

13. Print Server Queues .............................................................................................................................................................................. 13-91

Printer Queue Administration ......................................................................................................................................................... 13-91

Prerequisites for this evaluation ............................................................................................................................................... 13-91

CentreWare® Web Configuration Utility ............................................................................................................................ 13-91

Local Queue Management ............................................................................................................................................................... 13-92

Prerequisite for this evaluation ................................................................................................................................................. 13-92

Creating a Print Queue ....................................................................................................................................................................... 13-92

Edit Queue Properties ......................................................................................................................................................................... 13-93

Evaluating the Edit Queue Properties .................................................................................................................................... 13-93

Installing Printers in Queues ............................................................................................................................................................ 13-94

Evaluate Installation of Multiple Printers ............................................................................................................................ 13-94

Evaluate Single Printer Install .................................................................................................................................................... 13-94

Alternate Method to Test the Install Multiple Printers .................................................................................................. 13-94

Adding Print Servers ............................................................................................................................................................................. 13-94

Prerequisites for this portion of the evaluation ................................................................................................................ 13-94

Add/Delete Directory .......................................................................................................................................................................... 13-95

Queue Section Summary ................................................................................................................................................................... 13-95

14. Generating Reports .............................................................................................................................................................................. 14-96

Primary Purpose of These Features .............................................................................................................................................. 14-96

Prerequisites for This Evaluation .................................................................................................................................................... 14-97

Overview of Reports Features ......................................................................................................................................................... 14-98

Standard Graphical Reports ....................................................................................................................................................... 14-98

Standard Tabular Reports ........................................................................................................................................................... 14-99

Named Reports ............................................................................................................................................................................. 14-100

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Evaluating Graphical Reports ....................................................................................................................................................... 14-100

Pie Chart ........................................................................................................................................................................................... 14-100

Line Chart ......................................................................................................................................................................................... 14-100

Clustered Column Chart ............................................................................................................................................................ 14-101

Stacked Column Chart ............................................................................................................................................................... 14-101

Evaluating the Standard Tabular Reports .............................................................................................................................. 14-101

Configure Report .......................................................................................................................................................................... 14-101

Report Section Summary................................................................................................................................................................ 14-104

15. Functions Within Wizards .............................................................................................................................................................. 15-105

Wizards Overview ............................................................................................................................................................................... 15-105

Getting Started Wizard ................................................................................................................................................................... 15-105

Install Printers Wizard ...................................................................................................................................................................... 15-105

Troubleshoot Printers Wizard ....................................................................................................................................................... 15-105

Troubleshooting Wizard ............................................................................................................................................................ 15-106

Using the Upgrade Android Tablets Wizard ......................................................................................................................... 15-106

Adding an Android Tablet Upgrade File ........................................................................................................................... 15-106

Scheduling an Android Tablet Upgrade File ................................................................................................................... 15-107

Stopping or Restarting an Upgrade .................................................................................................................................... 15-108

Deleting an Upgrade .................................................................................................................................................................. 15-108

Clone Phaser Printers Wizard Overview ................................................................................................................................... 15-109

Prerequisites for this evaluation ............................................................................................................................................ 15-109

Clone Phaser Printers Wizard .................................................................................................................................................. 15-109

Using the Clone Printers Wizard ................................................................................................................................................. 15-110

Feature Installation .......................................................................................................................................................................... 15-110

Feature Installation Wizard ..................................................................................................................................................... 15-111

16. Administration Functions ............................................................................................................................................................... 16-112

Administration Menu Overview ................................................................................................................................................... 16-112

Discovery ................................................................................................................................................................................................ 16-113

Discovery Methods ...................................................................................................................................................................... 16-114

SNMP v1/v2 ..................................................................................................................................................................................... 16-115

SET and GET Community Names ......................................................................................................................................... 16-117

Configure E-mail and External Servers ..................................................................................................................................... 16-118

Setup Network Usage Configuration ....................................................................................................................................... 16-119

Setup Historical Data information ............................................................................................................................................. 16-122

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Setup for SMart eSolutions............................................................................................................................................................ 16-123

SMart eSolutions Actions ............................................................................................................................................................... 16-124

Restore SMart eSolutions Group – Status ......................................................................................................................... 16-124

Transaction Log Setup ............................................................................................................................................................... 16-124

Job Accounting.................................................................................................................................................................................... 16-126

Device Based Accounting Data Retrieval .......................................................................................................................... 16-126

Customers and Chargeback Codes ...................................................................................................................................... 16-126

Chargeback Codes ....................................................................................................................................................................... 16-127

Creating a New Chargeback Code ....................................................................................................................................... 16-127

Creating a New Customer (End User) ................................................................................................................................ 16-128

Deleting a Customer ................................................................................................................................................................... 16-129

Importing and Exporting Customers .................................................................................................................................. 16-129

E-mail Alerts on Failure to Retrieve Job Accounting Data ........................................................................................ 16-131

Advanced ............................................................................................................................................................................................... 16-131

Customize ........................................................................................................................................................................................ 16-131

Setup Custom Properties .......................................................................................................................................................... 16-132

Setup Useful References ........................................................................................................................................................... 16-133

Xerox® CentreWare® Web Updates ................................................................................................................................. 16-134

Setup Administrator Information ......................................................................................................................................... 16-134

Administration Setup Section Summary................................................................................................................................. 16-134

17. Configuring SMart eSolutions ...................................................................................................................................................... 17-136

SMart eSolutions Overview ............................................................................................................................................................ 17-136

Request for Registration ................................................................................................................................................................. 17-138

Table Preferences .............................................................................................................................................................................. 17-138

Printer Actions for SMart eSolutions Group ........................................................................................................................... 17-139

Remove from Group ......................................................................................................................................................................... 17-140

Copy to Group ..................................................................................................................................................................................... 17-140

Group Actions ...................................................................................................................................................................................... 17-141

Xerox CentreWare Web Evaluation Guide 1-1

1. How to Use This Guide

This guide is designed to assist in evaluating the CentreWare® Web (CWW) software product for use in a network operating environment. It uses a combination of high-level feature descriptions, representative screen images, examples of feature usage and specific sequences to perform the evaluation.

Intended Audience

It is expected that this guide is used by a client evaluation team during installation of CWW. In order to get the most from this guide, the readers should have an understanding of:

• The printer environment at the site where CWW is to be installed

• Network topology – routing configuration, addresses and subnets in the environment

• The Windows® operating system on which CWW is to be installed

• The basic functionality of SNMP-based monitoring of network devices

By reading the guide, the evaluator will become familiar with the features and capabilities of CentreWare Web. Working through these sections, the evaluator is provided with a series of exercises that can be used to evaluate CWW.

Nomenclature Used in This Guide

The following nomenclature is used when describing functions, examples or tests used in this guide.

• Page: Refers to the currently displayed Web-browser window for CentreWare® Web. Functions in

CentreWare® Web are grouped by one of the four main functional pages: Printers, Wizards, Reports, and Administration.

• Tab: The Tab is the navigation device, displayed along the top of the page, and is the basic mechanism

for switching between functions.

• Pane: Many pages contain discrete windows associated with specific functions or actions. Some panes

contain icons, so you can minimize or expand the contents.

• Navigation pane: Each page of CentreWare® Web displays a navigation pane along the left side of the

page. In the Printers page, the navigation pane is displayed as a graphic with folder icons representing nodes. The Printers page, also displays text to navigate to the Printers, Queues, or Configuration Sets page. Text is used to navigate between sub-functions of the Wizards, Reports and Administration pages.

• Data entry field: Data entry fields allow the user to input variable data into CWW. Data entry fields are

rectangular in shape and identified as having a lighter background than the windows in which they are displayed. A field name placed adjacent identifies data entry fields.

Depending upon the page function, user data can be entered via one of the following:

• Drop-down menu: A drop-down menu allows the selection from a list of fixed values.

• Selection box: A selection box is used to select or deselect specific records or values.

Xerox CentreWare Web Evaluation Guide 1-2

• Radio buttons: radio buttons are used when only one of multiple selections can be made for a particular

function. radio buttons are small circular icons. Selecting one radio button typically deselects any associated buttons.

• Action buttons: action buttons are active icons within a page that direct the browser to another function.

Mouse-overs on buttons typically display the function.

Guidelines for This Documentation

• Navigation guidelines: In some instances, the evaluator is directed to view pages or activate functions on

specific pages. The sequence Administration > Discovery Methods > Discover Now button directs the evaluator to first select the Administration page, next select the Discovery Methods page and finally activate the Discover Now button.

• Error information: If an error is encountered during user interaction (i.e. a mandatory field not filled in, an

error in the operation, a prerequisite not met, etc.) the red error icon appears next to the action or data entry field and an error message is posted at the top of the page.

• Notes and other information:

Specific Notes or Cautions are indicated in text similar to this, following the text to which they apply.

CentreWare® Web Icons

Icon

Definition

Printer status up-and-running or action successful

Warning button: non-critical device status or action produced a warning.

Error – Attention is required or action failed or status from device is indeterminate.

Open Printer Web page

No network connection

Display Selection, Device Details

Modify or Change Action

Unsupported: the device is noncompliant or action is not supported

Acronyms Used in This Guide

Acronym

Definition

AMR

Auto Meter Readings

ASR

Automatic Supplies Replenishment

CWW

Xerox CentreWare® Web print management software

CSV

Comma Separated Value

Xerox CentreWare Web Evaluation Guide 1-3

Acronym

Definition

DNS

Domain Naming System

DocuPrint

A Xerox Printer Family

HTML

Hypertext Markup Language

ICMP

Internet Control Message Protocol

Microsoft Internet Explorer®

IIS

Microsoft® Internet Information Services

Internet Protocol

IPX

Internetwork Packet Exchange

LPR

Line Printer Remote

Megabyte (2^10 kilobytes)

MFD’s

Multi-function devices

MHz

10^6 Hertz

MIB

Management Information Base

MTS

Microsoft® Transaction Server

Microsoft Windows NT® 4.x OS

OIDs

Object Interface Definition

Operating System – Microsoft Windows®

PDF

Portable Document Format

Phaser

A Xerox Printer Family

RFC

Request For Comments [Internet]

RPC

Remote Procedure Call

SMTP

Simple Mail Transfer Protocol

SNMP

Simple Network Management Protocol

TCP/IP

Transmission Control Protocol/Internet Protocol

Xerox CentreWare Web Evaluation Guide 1-4

Acronym

Definition

XML

Extensible Markup Language

Recommended Test Sequences

This guide is organized so that some evaluations build on and use prior settings and test results. Xerox recommends that the evaluation steps be followed in the order presented, but if a certain feature(s) is not to be evaluated, please read the prerequisite paragraph in the follow-on sections before proceeding.

During installation, the user is presented with the option to initially discover print devices via the Getting Started Wizard. Xerox recommends that the evaluator allow this wizard to run with Least Printers selected, initially. This populates CWW with printers that exist on the local subnet and should provide sufficient devices to perform the evaluation with minimal impact to the IT environment. The Discovery section, after the evaluation sections on Printers, Queues, and Administrative Set-up, can be used to expand the printers under management.

Reference Material

C W W S OF TW AR E

A copy of the CWW software is available for download at: http://www.xerox.com/centrewareweb or

http://www.xerox.com. Follow the path: Production Equipment > Software > System Management and

Administration > Xerox CentreWare® Web Device Management Software.

OT H ER G UI DE S

The CWW Evaluation Guide and Installation Guide are available in Portable Document Format (PDF) format on the Web at http://www.xerox.com/centrewareweb.

HE L P SY ST EM

CWW has an online help system that contains information about the features and functions and how to use the application. The link to the help is located on the upper right of the CWW Web pages.

Product Support Information

I N T ER NE T SU PP OR T

Xerox maintains an online help system for CWW at http://www.xerox.com by following the path: Production Equipment > Software > System Management and Administration > Xerox CentreWare Web Device Management Software > Support.

T E LE P HO NE S UP PO RT

For additional assistance, go to http://www.xerox.com and follow the path Contact Us > Support to obtain the telephone number for support in a specific region.

Xerox CentreWare Web Evaluation Guide 1-5

Product Overview

CWW is a real-time control and monitoring application that can discover, install and configure, manage, monitor, and report on any type of SNMP-compliant printing device attached to an IP network, regardless of manufacturer. Operation of CWW is through the Web browser. As such, no client software is required for access to CWW, and any network connected PC capable of running Internet Explorer can be utilized.

The discovery of networked printers can be selected for specific subnets in an enterprise. CWW features a built-in alert detection system, and through customization of alert severity levels, has the capability to send an e-mail message to a specified recipient when user-defined conditions exist in the devices being monitored. CWW provides clear and concise status of all networked printers, with the ability to group printers in a way that best fits the network environment. Printer status conditions can be displayed and configured to meet specific account needs.

With CWW, the administrator can:

• Discover and manage network connected printers

• Install and manage local and remote print queues

• Install Windows® printer drivers for single or multiple printers

• Monitor printers and print servers for status and alert conditions and notify users (via e-mail) when faults

occur

• Initiate troubleshooting tests on single or multiple printers and display the results

• Monitor and modify print device properties via Configuration Sets

• Upgrade printer firmware

• Gather and report on printer status and information

• Through its reporting capability, CWW can provide the following information:

– List of all printers found in the enterprise – Report of printers that need attention – Summary of print volume across an enterprise, summarized by printer and queue

System Requirements

RE C OM ME ND ED H AR DW AR E

The hardware recommendation listed below is what would be expected when installing CWW on new equipment in a production server environment, but may not represent the minimum hardware needed. For those requirements, consult the CWW Readme document provided in the CWW installer. It is available during the installation process, by selecting the View Readme button, and is stored in Program Files\Xerox\Xerox CentreWare® Web\Readme.txt.

Hardware Requirement

Recommendations

Processor

Intel® Pentium® 4 processor at 3GHz or Intel® Core™ 2 Duo. AMD equivalent processors are supported as well.

Memory

2 GB of RAM

Server

Separate server with SQL® installed is recommended if:

• The number of groups configured for concurrent status polling is

greater than 20, and/or

• The number of alert profiles is greater than 20, and/or

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• Job data consumption is greater than 100,000/week

Note: If you install the application in the Azure Cloud on a supported operating system, you may use Azure SQL database. You may operate Xerox® CentreWare Web off-premise in the Azure Cloud with Azure SQL

Available Disk Space

Minimum: 3GB Recommended: 20GB on 7200 rpm hard drive if collecting historical data on thousands of devices.

Examples: Below are our recommendations for hardware, operating systems, and SQL requirements.

For Installs < 5000 Devices:

• Xerox

CWW on Windows Server 2008R2 with off-box SQL*

– 2 CPU cores @2.9 GHz – 4 GB RAM – 40 GB free space (preferably on a non-system disk)

• Xerox® CWW on Windows Server 2008R2 with on-box SQL/SQL Express**

– 2 CPU cores @2.9 GHz – 8 GB RAM – 60 GB free space (preferably on a non-system disk)

• Xerox® CWW on Windows Server 2012R2 with off-box SQL*

– 2 CPU cores @2.9 GHz – 12 GB RAM – 40 GB free space (preferably on a non-system disk)

• Xerox® CWW on Windows Server 2012R2 with on-box SQL/SQL Express**

– 2 CPU cores @2.9 GHz – 16 GB RAM – 60 GB free space (preferably on a non-system disk)

* Use the newest version of SQL acceptable to the customer.

** On‐box SQL is only recommended for very small installations (< 200 devices)

For Installs > 5000 devices:

• Use an off-box SQL Server

• Increase memory by 50%

• Add 2 CPU cores

For Installs 10,000 devices:

• One terabyte disk space

• 16 GB RAM

• Quad Core 3.4 GHz processor

• SQL Enterprise on separate server

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If running on a virtual system, all resources need to be dedicated to Xerox® CWW.

Note: If you need to install Xerox® CWW on a rack-mounted server, you need a keyboard-video-mouse terminal interface to the server.

V E R IF YI NG S OF TW AR E RE Q UI R EM EN TS

The following table describes the software requirements for the Xerox® CWW

Software Requirement

Recommendations

Operating Systems

Windows® 2008 x86 and x64 and R2x64 Windows® 10 Windows® Server® 2012 and 2012 R2 Windows® Server® 2016

Note: When installing on Windows Server® 2012, right-click the installer and select Run as Administrator.

Note: Xerox® CWW does not support Windows® systems running on a Novell® client, Macintosh®, or non-NTFS partitions.

Note: Xerox® CWW does not support installation on a domain controller.

Web Server

Microsoft® Internet Information Services (IIS) 6.0 or above

Internet Protocol

Working Microsoft® TCP/IPv4 Stack

Browser

Microsoft® Internet Explorer® 10.0, 11.0 Microsoft® Edge

Access Components

Windows Data Access Components (WDAC)

Note: MDAC changed to WDAC with Windows® Vista and Windows® Server 2008. WDAC is included as part of the operating system and is not available separately for redistribution. Serviceability for WDAC is subject to the life cycle of the operating system.

Microsoft® .NET Framework

Microsoft® .NET 4.5.2

Note: The .NET Framework is not installed with CWW and needs to be installed prior to running the installation for CWW.

Database Server

Minimum: For new installations of Xerox® CWW, a customer provided Microsoft® SQL Server® is required. Current installations may continue to use the Microsoft® SQL Server® Express database.

Recommended: Use SQL Server® 2008 R2/2012/2014/2016/2017 Standard/Enterprise if available in the customer’s IT environment.

Note: If using a remote SQL Server, both the remote client on which SQL Server is installed and the Xerox® CWW Server client

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Software Requirement

Recommendations

require the Microsoft® Distributed Transaction Coordinator (MSDTC) service to be enabled and configured in order to allow remote client access. If the Windows® Firewall is running a firewall, an exception needs to be created for the MSDTC service.

Note: When managing more than 5000 devices or using the Xerox® Print Agent feature, we recommend that you install a Standard/Enterprise version of SQL Server® on a separate server. The requirements for the separate database server should match the requirements for the Xerox® CWW server

Note: If using an Azure SQL Services installation, the following components need to be installed and the server rebooted prior to installing Xerox® CentreWare Web:

1. Windows Management Framework 5.1 (Windows Server 2016, 2012 R2 or 2012*) *not available for Server 2008 or Server 2008 R2.

2. Azure Powershell 6.7.0 or later can be downloaded here from https://github.com/Azure/azure-powershell/ Both *x86 or x64 (default) should work. Installing PowerShell within the PowerShell ISE does not meet the requirement to list the software in the Windows Programs & Features list.

Other Components

Minimum: AJAX 2.0.

Client Software Requirements

BR O WS ER R EQ UI RE ME NT S

Although the CWW server can be used to directly browse the application, in some cases itis necessary for personnel to access the application from a remote desktop. Optimal performance and security can be achieved when using Internet Explorer® 10.0, or 11.0 and EDGE.

Warning

• Network Transmission Control Protocol/Internet Protocol (TCP/IP) must be loaded and operational.

• To use the IPX Network features of Xerox CentreWare® Web, an IPX protocol stack must be loaded and

operational on the CWW server

Note: Xerox recommends that any desktop environments be kept up to date with the latest critical patches and service releases obtainable from Microsoft®.

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Print Device Requirements

N E T WO RK P RI NT ER D IS CO V ER Y /M ON IT OR IN G RE QU I RE ME NT S

For successful management by CWW, all SNMP-based printer devices should support the mandatory MIB elements and groups as defined by the following standards:

Standard

Description

RFC 1157

SNMP Version 1

RFC 1213

MIB-II for TCP/IP-based Internet

RFC 1514/2790

Host Resources MIB v1/v2

RFC 1759

Printer MIB v1

RFC 3805

Printer MIB v2

RFC 3806

Printer Finishing MIB

Optional: RFC 2271-2275

SNMP v3 Architecture

Xerox recommends that any printer be kept up-to-date with the latest patches and firmware obtainable from the manufacturer to ensure that the maximum amount of MIB object data can be exposed to the application.

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2. Xerox® CentreWare Web Installation

The CWW installer provides a quick and easy way to install and configure the system for use in this evaluation. The installer utilizes Microsoft® MSI functionality, and requires Microsoft® .NET framework version 4.5.2 if not already installed on the target machine. In addition to installing CentreWare® Web, the installer can also install the redistributable package for Microsoft SQL Server® 2008 Express.

Suggested Prerequisites for This Evaluation

Before starting the CWW installation process, make sure that the following are available:

• An appropriate Windows® operating system server is network enabled and configured to meet the

highest recommended configuration of the minimum hardware and software requirements listed here or in the Readme.txt file.

• DNS Name or Internet Protocol (IP) address of the Simple Mail Transfer Protocol (SMTP) server, if e-mail

based Status Alerts are to be evaluated, and the username and password of the account used by CWW, if required by the SMTP server in use at this site.

• Account name, domain name, and e-mail address of the CWW administrator (the evaluator).

• If you require a proxy server for your internet connection, you need:

– Proxy Server Address, Port Number – If your proxy server requires a login, you also need:

– Authentication Type, User Name, Domain Name, and Password

• At least one networked printer for the evaluation. The device needs to be compliant to the SNMP RFCs.

• If the Smart eSolutions feature is to be completely functional, it is necessary to obtain a list of all the

printers/devices currently under a Xerox Service agreement. This information may be available from the

client’s billing department. Details on the Smart eSolutions feature are available at:

www.xerox.com/smartesolutions.

Expected Outcome of Installing CWW

Upon completing the installation process according to this guide, the evaluator will have successfully installed CWW with a minimum amount of time spent. The installation process is expected to take less than 30 minutes to complete, given that all prerequisite information and systems are known and in place prior to beginning.

Installing CWW

For the purpose of this evaluation, the typical or standard installation process is used. Refer to the CWW Installation Guide to install the product using more advanced settings and options. This is available from the Xerox Web site at: http://www.xerox.com/centrewareweb.

1. Obtain a copy of CWW and related documentation from the Xerox Web site and install it on the

evaluation server. Access the Xerox Web site at: http://www.xerox.com/centrewareweb. The installer must have administrator level access to the server where CWW is being installed.

2. Download and run the CWW executable (EXE) file.

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3. Click Next when the CWW Setup window opens.

4. When the License Agreement window is displayed, review the license, and if acceptable, select Agree

and then click Next.

5. In the Choose Run As Account window, select either Create Local Account or Specify Existing Account

and then click Next.

6. If you selected Specify Existing Account in step 5, In the Specify Run As Account window, enter the

Domain or Workgroup, the User Name, and the Password and then click Next and move to step 8.

7. If you selected Create Local Account in step 5, In the Specify Run As Password window, enter the

password for the Default CWW User Account that is to be used on the CWW server. Click Next.

Note: All passwords must comply with the computer’s local security policy requirements (length, characters, numbers, etc.). The CWW Configuration Utility can be used to set and reset passwords and the advanced user account, after installation, if desired. That use is described later in this guide.

8. Specify a database server and then click Next.

9. If the installer detects a database instance from a previous installation, CWW allows the database to

be upgraded. Alternatively, a new database can be created, which will overwrite any existing database. Either choose an existing database, or enter the name of the new database, and then click Next.

10. Select the Web site to use for this application. The Web site text field indicates the default Web site.

Click the Web Sites drop-down arrow to select another option, and then click Next.

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11. CWW displays the default destination folder in the Destination Folder window. Most installations can

use the default location (C:\Program Files\Xerox\CentreWareWeb\). Click Next to accept the default location, or click the Change button to select another location for the application. Enter the desired location and then click Next.

Note: The installer does not allow installation under Drive Root or a non-NTFS formatted partition.

12. In the Ready To Install window, click Install to begin the installation.

13. The Installation Progress screen opens, indicating the status of the installation.

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14. Once CWW is installed successfully, the Setup Complete window shows. Click Finish.

DE M ON ST RA TI NG T HE C WW I NS TA LL AT IO N

You can see if CWW was installed successfully by viewing the product features from a Web browser on the server or from a remote machine. After you install the application, you can access it at http://<Server Name>/XeroxCentreWareWeb/default.aspx , where <Server Name> is the local server.

Getting Started Wizard

The Getting Started Wizard provides a quick way to specify how many printers to find on the network, how often to gather information about them and defines the SMTP outgoing mail server and the proxy server. Advanced configuration options are discussed later in the Administration Features section.

Read the information in this window and if desired, select the Hide this wizard on startup check box and then click Continue.

Note: You may skip any step during the Getting Started Wizard and return to it at a later time by selecting the Getting Start Wizard from the Wizards drop-down menu in CentreWare® Web.

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GE T TI NG S TA RT ED : HO W M AN Y P RI NT ER S DI SC OV E RY W IZ A RD

At this point in the procedure, you should configure CWW to perform an initial device discovery that is loaded into the database and set the frequency of the status polling you want performed.

The search depth for printers ranges from:

• No printers: Discovery is not performed.

• Least Printers (default): Sweep the local subnet immediately and then daily, with status fetched every 10

minutes.

• More Printers: Sweep the local subnet and all subnets connected to local subnet immediately and then

every 2 days, with status fetched every 60 minutes.

• Most Printers: Sweep all subnets up to the firewall immediately, and then on a weekly basis, with status

fetched every 6 hours.

For the purpose of this evaluation, select the default Least Printers. The Least Printers option utilizes an IP Easy Discovery method to discover printers on the network.

Move the slider to select the desired How Many Printers option (in this instance, Least Printers). After selecting the desired search depth, click Continue.

I N I TI AL E -M AI L NO TI FI CA TI O N S ET UP

The next step in the Getting Started Wizard process allows the user to configure the appropriate SMTP email server network information that CWW uses for e-mail based Status Alert notifications. Once the network address information has been entered, the administrator can test the connection between the mail server and the CWW as well as send out a test e-mail alert message to a specified address. Among the information needed to complete this step is the e-mail address that CWW should use as the from e-mail address for email alerts.

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1. Enter either the DNS server name or the IP Address and the Port Number of the SMTP server and then

click Test Connection.

2. After successfully completing this test, complete the From E-mail Address field, and if required, the

SMTP security section.

3. In the Test E-mail Destination text field, enter a valid e-mail and then click Send Test.

4. The application sends an e-mail message confirming successful configuration of CWW to this address.

Click Continue to finish the e-mail configuration and continue on to configure the proxy server.

5. In the From text field, enter the CWW evaluator’s e-mail address. You can also set this up later with an

evaluation exercise located in the Administration section.

PR O XY S ER VE R SE TU P

Next, configure the appropriate proxy server settings that CWW uses during Automatic Drive Downloads and during communications with the Xerox Communications server as part of SMart eSolutions. When you

first access this page, the CWW detects and displays the current proxy server setting of the CWW server’s

administrator account automatically. You can override these settings if necessary. CWW supports both HTTP and HTTPS (secure) proxy servers.

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To configure an HTTP proxy server:

1. Enable the proxy server by selecting the Use Proxy Server check box.

2. Enter the proxy server address and the proxy server port number in the corresponding fields for HTTP.

3. If needed, enter the proxy server information.

4. Click Test to confirm the connection and then click Continue.

5. After you have specified the proxy server settings, click Continue. The Getting Started: Completed

window opens.

To configure a separate HTTPS proxy server:

1. Verify that the Use the Same Proxy Server for HTTP and HTTPS check box is selected.

2. Enter the proxy server address and proxy server number in the corresponding fields for HTTP.

3. If needed, enter the proxy server information.

4. Click Test to confirm the connection and then click Continue.

5. After you have specified the proxy server settings, click Continue. The Getting Started: Completed

window opens.

To configure both HTTP and HTTPS to use the same proxy server:

1. Select the Use the Same Proxy Server for HTTP and HTTPS check box.

2. Enter the proxy server address and the proxy server port number in the corresponding fields for HTTP.

3. CWW automatically configures the HTTPS proxy server with the same settings as the HTTP proxy

server.

4. If needed, enter the proxy server information.

5. Click Test to confirm the connection and then click Continue.

6. After you have specified the proxy server settings, click Continue. The Getting Started: Completed

window opens.

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GE T TI NG S TA RT ED : CO MPL ET ED

This screen summarizes the three settings configured during the wizard and their status, if applicable. This wizard launches each time an administrator starts up CWW. However, you can disable the wizard from launching by selecting the Hide this wizard on startup radio button. Click Finish to return to the CWW home page.

Installation Section Summary

After you complete the steps in this section, you should have an understanding of the following aspects of the CWW installation process:

• Hardware and software prerequisites

• Required documentation and installation instructions

• Steps needed to install and configure the application in your environment

• How to demonstrate successful installation and begin using the system

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3. CWW User Interface

It is important to have a basic understanding of the User Interface (UI) and navigational features of CWW.

Prerequisites for This Section

Before you can begin your review of the UI, you must complete the following actions:

• Complete installation without errors

• Complete the Getting Started Wizard or complete printer discovery using another method

• Navigate to the CWW home page

The CWW Home Page

CWW displays this page when you access the CWW server through the Web browser or another machine. Note that in this view, all four of the main pages (Printers, Wizards, Reports, and Administration) are accessible via two paths. Navigate to any of those pages by clicking the respective tab at top of page or by clicking the arrow icons to the right of the Identity and Server sections. Hovering over the tabs exposes the sub-menus that are available for that tab.

1. To view the initial Getting Started discovery results, select Printers > All.

2. CWW displays the discovered printers in the Printers > All Group window.

a. If CWW does not display printers in the All Printers Table View window, make adjustments to the

discovery settings and rerun discovery. But first, check the following to confirm connectivity to a device:

• From the Windows Operating System Start menu, select Start > Run and enter cmd:

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• In the Command window, enter ping and then enter a selected IP address to confirm network

connectivity.

• Go to Administration > Discovery > SNMP v1/v2 and confirm that the appropriate GET and SET

Community names are defined.

– Under SNMP, verify that Printer SNMP GET Community Names contains public in the Current

Names.

– Verify that Printer SNMP SET Community Names contains public and private in the Current

Names.

Overview of the Printers Main Menu View

This figure identifies the features of the Printers main menu by numbers 1-11. The subsequent paragraphs use those numbers as a reference point when describing each feature.

N A V IG AT IO N ME NU ( 1) :

• Device Groups

– Printers: Clicking Printers displays all the currently discovered printers. The Printers view (as illustrated

above) provides access to printer properties and features such as Table Preferences, Actions, etc.

– Queues: Displays the managed printer servers and active directories found on the network.

• Device Configuration

– Configuration Sets: Displays the configuration templates that you can use to set up and enable

multiple printer configuration sets.

– Configuration Policies: Displays policies that you can use to schedule and run the configuration sets.

• Device Passwords

– Password Policies: Displays policies that you can use to monitor, remediate, and update administrator

passwords.

– Stored Device Passwords: Displays an interface to view and update device administrator passwords.

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• Device Firmware

– Firmware Version Policies: Displays the interface used to create monitoring and scheduling tasks for

firmware updates.

– Deployment Tasks: Displays the tasks that run for scheduled firmware policies. – Software File Repository: Displays the interface used to store firmware files for device upgrades.

PR I NT ER N AV IG AT IO N FOL D ER W IN DO W (2 ):

In this window, you can add new printers, create new groups, and configure printers into groups. Groups allow you to organize, manage, and configure network printers based on common attributes. For example, you may want to put all the multi-function devices or all the devices in one location in one group.

When enabled through the Administration menu, the SMart eSolutions Group is part of this view.

Predefined Groups in Printer Folders Window:

The CWW application creates four system groups during installation. These groups are:

• New Printer: Allows you to manually add a printer to the list of available printers.

• Error Group: CWW can display printers in an error state in this group.

• Unconfigured Group: Printers that do not have a queue set up on the server. These are printers that are

functional and that CWW can find during discovery, but no there is no associated print queue.

• All Group: All of the printers discovered by CWW are included in the All group. Every printer is a member

of the All group whether or not they are members of any other groups or subgroups.

• Newly Discovered: Discovery automatically adds new printers and printers with changed IP addresses to

this group. After any management activities, you should remove the printers from this group. You can copy selected printers to other groups and then remove them, or just remove the printers from this group.

• New Group: You can create any number of custom groups, set the identity for the group (fully editable),

and configure the Advanced > Communication settings and the Status and History Retrieval settings. You can organize these custom groups as custom top level or can be set to be a child of a custom top level group.

GR O UP I D (3 ):

The top of the window always indicates the group of printers. In this instance, we are viewing All Discovered printers.

PR I NT ER A CT IO NS W IN DO W ( 4) :

The Printer Actions window gives you access to sub-menus that contain functionality to assist you in managing printers on the network.

You must first select a printer from the Printers View by selecting the check box next to the printer listing.

You can collapse or expand the Printer Actions window by selecting the arrow to the left on the Printer Actions title. When collapsed, the Printer Actions features are displayed as a pull-down menu. This behavior applies to other cases where multiple selections within a feature grouping occur (For example Group Actions).

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