Xerox DigiPath 4.0 Administration Guide

Xerox DigiPath Production Software
DigiPath 4.0 Web Services Server Administrator Guide
701P40633 Version 4.0 September 2003
Xerox Corporation Global Knowledge and Language Services 800 Phillips Road - Bldg. 845-17S Webster, NY 14580
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Table of contents

Notices and Certifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Approvals and certification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
60HZ, 115V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
50HZ, 220V-240V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Radio frequency emissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii
USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii
Canada . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii
Europe 50HZ, 220V-240V equipment . . . . . . . . . . . . . . . . . . . . .viii
Safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Operational safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ix
General safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
Maintenance safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
About this guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiv
How to recognize important information . . . . . . . . . . . . . . . . . . . . . . . . . xv
Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Flag icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xvi
Related information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii
DigiPath documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii
Scanner documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii
DigiPath scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii
DocuImage 620S scanner . . . . . . . . . . . . . . . . . . . . . . . . xviii
Xerox Production Printing Services . . . . . . . . . . . . . . . . . . . . . . xviii
Xerox solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xix
Third party software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xix
Windows related information . . . . . . . . . . . . . . . . . . . . . . . . . . . . xx
Windows Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . xx
Windows Microsoft Web site . . . . . . . . . . . . . . . . . . . . . . . xx
Getting Help online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xxi
Using a Help menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xxi
Using Help in a dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xxi
Ordering additional materials and supplies . . . . . . . . . . . . . . . . . . . . . . xxii
Obtaining additional support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
X-PRESS FAX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
DigiPath FAQ Xerox web site . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
Xerox Welcome Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
I
TABLE OF CONTENTS DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE
1. About DigiPath Web Services. . . . . . . . . . . . . . . . . . . . . . . . . . . .1 - 1
Product overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 2
Powering up the hardware and starting the DigiPath WS server . . . . 1 - 3
Logging into the DigiPath WS application . . . . . . . . . . . . . . . . 1 - 4
Logging out of DigiPath WS application . . . . . . . . . . . . . . . . . . 1 - 6
Shutting down the DigiPath WS server . . . . . . . . . . . . . . . . . . 1 - 7
Virus protection recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 8
Protecting DigiPath WS from virus contamination . . . . . . . . . . 1 - 8
2. Setting up a DigiPath WS server . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 1
Setting up the Online Library repository structure . . . . . . . . . . . . . . . . 2 - 2
The MainCollection cabinet . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 2
Creating other cabinets and folders in Document Library . . . . 2 - 3
Setting browser options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 4
Microsoft Internet Explorer 6.0 . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 4
Netscape 7.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 5
Determining the DigiPath Web Services home page URL . . . . . . . . . 2 - 6
Obtaining the server name . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 7
Obtaining the DNS domain network name and /or IP address . 2 - 8
Adding documents to the Online Library . . . . . . . . . . . . . . . . . . . . . . . 2 - 9
Creating documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 9
Adding documents to folders . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 10
Copying documents from a Document Library cabinet . . . . . . 2 - 10
Adding user accounts and groups . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 11
Changing the default (dwadmin) administrator password . . . 2 - 12
Assigning user access to cabinets and folders . . . . . . . . . . . . . . . . . 2 - 13
Configuring DigiPath Web Services . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 15
Setting printer administration options . . . . . . . . . . . . . . . . . . . . . . . . 2 - 16
Installing a security certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 17
Obtaining the security certificate . . . . . . . . . . . . . . . . . . . . . . 2 - 17
Generating the Certificate Signing Request (CSR)
and Key Pair file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 18
Submitting the key information to the vendor . . . . . . . . . . . . . 2 - 20
Attaching and installing the certificate . . . . . . . . . . . . . . . . . . 2 - 21
Backing up the CSR and key pair file . . . . . . . . . . . . . . . . . . . 2 - 21
3. Online Library management . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 - 1
Understanding the Online Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 2
Managing folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 2
Adding folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 4
Defining the properties of documents and folders . . . . . . . . . . . . . . . . 3 - 6
Viewing and modifying document or folder attributes . . . . . . . . 3 - 7
Assigning user access to documents or folders . . . . . . . . . . . . 3 - 8
Working with folders/documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 11
Copying a document or folder . . . . . . . . . . . . . . . . . . . . . . . . 3 - 11
Copying a document or folder as a shortcut . . . . . . . . . . . . . 3 - 13
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DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE TABLE OF CONTENTS
Moving a document or folder . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 14
Deleting a document or folder . . . . . . . . . . . . . . . . . . . . . . . . 3 - 15
Moving the MainCollection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 16
Moving the MainCollection cabinet . . . . . . . . . . . . . . . . . . . . . 3 - 16
Stopping DigiPath Services . . . . . . . . . . . . . . . . . . . . . 3 - 17
Moving the MainCollection cabinet . . . . . . . . . . . . . . . 3 - 18
Restarting the DigiPath WS server . . . . . . . . . . . . . . . 3 - 19
4. System administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 - 1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 2
Administration access privileges . . . . . . . . . . . . . . . . . . . . . . . 4 - 3
Accessing the Administration Menu . . . . . . . . . . . . . . . . . . . . . 4 - 4
Defining Administrator Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 5
Defining the overall settings . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 6
Defining user access preference . . . . . . . . . . . . . . . . . . . . . . . 4 - 9
Enabling the default job name . . . . . . . . . . . . . . . . . . . . . . . . 4 - 11
Using web notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 12
Document Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 14
Scheduling document conversion . . . . . . . . . . . . . . . . . . . . . . 4 - 15
Specifying viewing options . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 18
Accessing the View Configuration page . . . . . . . . . . . 4 - 21
Defining the Overall Document
Viewing options . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 22
Defining the JPG Viewing options . . . . . . . . . . . 4 - 25
Defining the Adobe PDF Viewing options . . . . . 4 - 26
Setting visible attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 27
Setting viewable attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 30
Search configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 31
Specifying searchable attributes . . . . . . . . . . . . . . . . . . . . . . . 4 - 32
Configuring remote server access . . . . . . . . . . . . . . . . . . . . . 4 - 34
Connecting a DigiPath WS server to a DigiPath
remote server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 34
Determining the DigiPath remote server
host name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 35
Setting up common user accounts . . . . . . . . . . 4 - 36
Connecting the DigiPath remote server
on the DigiPath WS server . . . . . . . . . . . . . . . . 4 - 37
Configuring a virtual directory for IIS
on the DigiPath WS server . . . . . . . . . . . . . . . . 4 - 38
Configuring the DigiPath WS server to
search the remote server . . . . . . . . . . . . . . . . . 4 - 40
Searching remote servers through DigiPath WS 4 - 41
DigiPath WS site customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 42
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TABLE OF CONTENTS DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE
5. User administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 - 1
Managing user accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 2
Defining user access rights . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 5
Library and Print Access . . . . . . . . . . . . . . . . . . . . . . . . 5 - 5
Administration Access . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 7
Accessing the User Administrator options . . . . . . . . . . . . . . . . 5 - 8
Checking for new user requests . . . . . . . . . . . . . . . . . . . . . . . . 5 - 9
Viewing the user list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 11
Adding a user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 12
Accessing the Add User page . . . . . . . . . . . . . . . . . . . 5 - 12
Assigning Library and Print Access . . . . . . . . . 5 - 15
Assigning Administration Access . . . . . . . . . . . 5 - 16
User Information . . . . . . . . . . . . . . . . . . . . . . . . 5 - 17
Billing Information . . . . . . . . . . . . . . . . . . . . . . . 5 - 17
Editing the Anonymous account . . . . . . . . . . . . . . . . . . . . . . . 5 - 18
Editing a user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 20
Deleting a user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 21
Disabling a user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 22
Managing groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 23
Viewing the group list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 23
Adding a group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 24
Assigning group membership . . . . . . . . . . . . . . . . . . . 5 - 25
Deleting a group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 26
6. Printer administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 - 1
Print administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 2
Defining the print administration functions . . . . . . . . . . . . . . . . 6 - 3
Managing queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 4
Displaying the queues list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 4
Adding a queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 6
Editing a queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 10
Deleting a queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 12
Setting web printing switches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 13
Setting up a job transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 15
Adding a job transfer queue . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 15
Editing a job transfer queue . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 17
Deleting a job transfer queue . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 17
Specifying masking options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 18
Specifying standard print options . . . . . . . . . . . . . . . . . . . . . . 6 - 19
Specifying advanced print options . . . . . . . . . . . . . . . . . . . . . 6 - 19
Specifying reprint print options . . . . . . . . . . . . . . . . . . . . . . . . 6 - 20
Customizing paper stocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 21
Setting up custom paper sizes . . . . . . . . . . . . . . . . . . . . . . . . 6 - 22
Adding a custom paper size . . . . . . . . . . . . . . . . . . . . 6 - 22
Deleting a custom paper size . . . . . . . . . . . . . . . . . . . 6 - 22
Setting up custom paper colors . . . . . . . . . . . . . . . . . . . . . . . 6 - 23
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DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE TABLE OF CONTENTS
Adding a custom paper color . . . . . . . . . . . . . . . . . . . . 6 - 23
Deleting a custom paper color . . . . . . . . . . . . . . . . . . . 6 - 23
Setting up custom paper types . . . . . . . . . . . . . . . . . . . . . . . . 6 - 24
Adding a custom paper type . . . . . . . . . . . . . . . . . . . . 6 - 24
Deleting a custom paper type . . . . . . . . . . . . . . . . . . . 6 - 24
Setting up custom paper stocks . . . . . . . . . . . . . . . . . . . . . . . 6 - 25
Adding a custom paper stock . . . . . . . . . . . . . . . . . . . 6 - 25
Deleting a custom paper stock . . . . . . . . . . . . . . . . . . 6 - 25
7. Job management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 - 1
Managing jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 2
Accessing Job Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 2
Managing jobs in queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 4
Viewing jobs by queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 4
Viewing incoming jobs . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 5
Viewing jobs in all queues . . . . . . . . . . . . . . . . . . . . . . . 7 - 5
Viewing jobs in a specific printer queue . . . . . . . . . . . . . 7 - 5
Changing the heading columns of a queue . . . . . . . . . . . . . . . 7 - 6
Releasing a job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 7
Moving a job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 7
Transferring a job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 8
Deleting a job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 8
Viewing job documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 9
Adding a document to a job . . . . . . . . . . . . . . . . . . . . . . 7 - 9
Viewing a document in a job . . . . . . . . . . . . . . . . . . . . 7 - 10
Removing a document from a job . . . . . . . . . . . . . . . . 7 - 10
Viewing and editing print options . . . . . . . . . . . . . . . . . . . . . . 7 - 11
Reviewing and updating delivery information . . . . . . . . . . . . . 7 - 12
Viewing job details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 13
Managing user jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 14
Viewing jobs by user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 15
Deleting user jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 16
8. Generating reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 - 1
DigiPath WS reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 2
Collection report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 3
Collection Usage report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 5
User Access Rights report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 7
Document Usage report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 9
Print Job Requests report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 11
Jobs by Printing Options report . . . . . . . . . . . . . . . . . . . . . . . 8 - 13
Raw Logs report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 15
Exporting report data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 17
v
TABLE OF CONTENTS DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE
9. DigiPath WS server backup and restore . . . . . . . . . . . . . . . . . . .9 - 1
Backing up the DigiPath WS system . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 2
Restoring the DigiPath WS system . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 4
Using the Event Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 5
vi

Notices and Certifications

Approvals and certification

For the UK, this product is serviced under a BS5750 Quality system accepted by the British Standards Institution.
60HZ, 115V
The equipment is listed by the Underwriters Laboratories, UL1950, certified by C anadian Sta ndards Associat ion, CSA2 2.2, No. 1950.
50HZ, 220V-240V
The equipment is certified by the British Standards Institution, IEC950 (EN60950). The equipment is manufactured under a BS5750 Quality system accepted by the British Standards Institution. The equipment is also certified in compliance with applicable standards by various national bodies.
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Radio frequency emissions

USA
This equipment generates, uses , and can radiat e radio frequency energy. It may cause radio interference to radio communications if not installed according to the installation instructions.
The equipment complies with the limits for a Class A computing device as documented in Subpart J, Part 15, of the FCC rules which are designed to provide reasonable protection against such interference when operated in a commercial environment. Operation of this equipment in a resident ial area is li kely to cause interference. In such cases, the user is responsible for the expense of correcting the interference.
Canada
The equipment does not excee d the class A limi ts for rad io noise emissions from a digital apparatus as documented in the radio interference regulations of the Canadian Department of Communications.
Cet appareil numérique est conforme aux limites d'émission de bruits radioélec triques pour les appareils de classe A stipulées dans le Réglement sur le brouillage radioélectriques du ministére des Communications du Canada.
Europe 50HZ, 220V-240V equipment
The equipment was tested and is certified in conformance with the European commission directive 82/499/ECC and VDE 0871/0875, class B, which relates to radio frequency interference.
This equipment is certified, manufactured, and tested in compliance with strict safety and radio frequency interference regulations.
VIII DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE

Operational safety

Safety

Your Xerox eq uipment and sup plies were design ed and tested to meet strict safety requirements. These include safety agency examination, approval, and compliance with established environmental standards.
Attention to the following notes ensures the continued safe operation of your equipm en t.
If you need any additional safety information concerning the equipment or materials, contact your local representative.
Always connect the equipment to a properly grounded power source receptacle. If in do ub t, ha ve the re cep t acle checke d by a qualified electrician.
D
WARNING
Improper connection of the equipment grounding conductor can result in electrical shock.
Always follow all warnings and instructions marked on, or
supplied with, the equipment. Always locate the equipment on a solid su pport surface (not on
a thick pile carpet) with adequate strength for the weight of the machine.
Always exercise care in moving or relocating the equipment. Always place the equip ment in an area whi ch provides adequa te
room area for ventilation and servicing. Always use the materials and supplies specifically designed for
your Xerox equipm ent . U se of unsuitable materials m ay re sult in poor performance and possibly, a hazardous situation.
Never use a ground adaptor plug to connect the equipment to a power source receptacle that lacks a ground connection terminal.
DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE IX
SAFETY XEROX DIGIPATH PRODUCTION SOFTWARE
Never attempt any maintenance function that is not specifically described in this documentation.
Never obstruct ventilation openings. These are provide d to prevent overheating.
Never remove covers or guards that are fastened with screws. There are no operator serviceable areas within these covers.
Never install the equipment near a radiator or any other heat source.
Never override or “cheat” electrical or mechanical interlock devices.
Never push objects of any kind into the ventilation openings. Never operate the equipment if you notice unusual noises or
odors. Disconnect the power cord from the power source receptacle and call your customer service engineer to correct the problem.

General safety

D
WARNING
Never look directly at the scanner light. It may cause discomfort to your eyes. Always keep the document handler down on the document glass when you use the scanner.
Always follow all warnings and instructions marked on or
supplied with the product. Never locate the scanner where people ma y walk on th e system
power cable. Do not place objects on the system power cable.
Never use this pro duct near water, wet locations, or outdoors. Never put containers of coffee or other liquids on the product. Never push objects of any kind into the slots of the scanner as
they may touch dangerous voltage points or short out parts that could result in a risk of fire or electric shock.
X DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE
XEROX DIGIPATH PRODUCTION SOFTWARE SAFETY
Always switch off the system power, unplug this product from the wall outlet, and call a Xerox Service Representative under the following conditions:
When the power cord is damaged or frayed.
If liquid has been spilled into the product.
If the product has been exposed to water.
If the product is producing any unusual noises or odors.
If the prod uct has been dropped or the cabinet is dama ged.
WARNING
D
This product is equipped with a 3-wire grounding type plug. A 3-wire plug is a plug having a third (grounding) pin. This type of plug will fit into a grounding-type power outlet. This is a safety feature.
WARNING
D
To avoid risk of an el ec tri cal shock, contact your electrici an to replace the recept a cle if you a r e una bl e t o inse rt the plug into the outlet.
Never use a ground adapter plug to connect the product to a
power source receptacle that lacks a ground connection terminal.
Never place the product in a built-i n installation unless proper ventilation is provided.
Never push objects of any kind into the slots of the product, as they may touch dangerous voltage points or short out parts that could result in a risk of fire or electric shock.
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Maintenance safety

Always follow the cleaning instructions in the Xerox DocuImage
620S Preventive Maintenance Guide for proper care and maintenance of the product.
Never attempt any maintenance function that is not specified in the Xerox DocuImage 620S Pr eve ntive Ma i nte na nce Gui d e .
Always unplug this product from the wall outlet before cleaning. Never use supplies or cleaning materials for othe r tha n their
intended purposes. Always keep all materials out of the reach of c hildren.
XII DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE

About this guide

The Xerox DigiPath Production Software DigiPath 4.0 Web Services Server Administrator Guid e provides information on
configuring, customizing, and maintaining your DigiPath Web Services (WS) system.
This book also provides instructions for using all the administrative functions in the DigiPath WS software.
This chapter explains the in formation found in this guide and how the information is organized. It helps you to get the most out of this guide by:
identifying the audience and the basic skills required to use this guide effectively
explaining the standard conventions and cues that highlight important information
E
listing related documentation you may find helpful
listing available online DigiPath Help systems
providing information on ordering additional materials and supplies
providing information on obtaining additional information
NOTE: If you are using DigiPath WS for the first time, it is recommended that you first read Chapter 2, Setting up a DigiPath WS server, of this guide.
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Audience

The Xerox DigiPath Production Software DigiPath 4.0 Web Services Server Administrator Guid e is a comprehensive
reference manual intended for site administrators, DigiPath WS server admini strators, and advanced DigiPath operators. M any of the procedure s descr ibed in this g uide r equir e you to l og on to a computer or net w ork as an administrator with administrative privileges. Also, many of the maintenance tasks described in this guide require a solid understand i ng of hardware components, networks, and operating systems associated with DigiPath.
This guide assumes you are familiar wit h the Wi nd ow s 2 00 3 Server operating system, standard communication protocols, basic networking terms, and producti on pri nter conne ction s. You should also have a working knowledge of the following:
IBM-compatible personal c omputers
Local area networks (LANs)
Token ring networks
Novell operating system
DocuTech Network Su pport Services
Xerox Publishing Printers
Magneto-optical drives (MODs)
Redundant Arrays of Independent Disks (RAIDs)
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How to recognize important information

The following sections provide the conventions and flag icons that are used in the Xerox DigiPath Production Software DigiPath 4.0 Web Services Server Administrator Guide.
Conventions
The Xerox DigiPath Production Software DigiPath 4.0 Web Services Server Administrator Guide uses the conventions listed
in Table 1 to help you recognize information:
Table 1. Conventions
Convention Description
<CAPS in angle brackets>
<Angle brackets> Variable information is enclosed in angle brackets
[Square brackets] Names of options you select, including toolbar
Bold
Italics Titles of documents and manuals that provide
Within procedures, the names of keys to press are displayed in capital letters and enclosed in angle brackets (for example, press <ESCAPE>). Keyboard combinations are represented by the plus sign (+) between names of keys (for example, press <CONTROL+C> to copy).
(for example, select <filename>).
buttons and buttons in dialog boxes, are enclosed in square brackets (for examp le, select [Close]). Menu commands are also displayed in square brackets, with the menu name appearing first, then a colon, followed by the option name (for example, select [File: Close]).
Text you should enter exactly as it appears is displayed in bold (for example, enter test1.rdo).
additional information on the current topic are displayed in italics (for example, the DigiPath 4.0 Web Serv ices Server A dministrator Guide).
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Flag icons
The Xerox DigiPath Production Software DigiPath 4.0 Web Services Server Administrator Guide uses the following flag
icons to help you recognize important information:
NOTE: The NOTE symbol and text in italics indicate that there is
E
important or supplemental information when performing a task or procedure.
CAUTION
B
The CAUTION symbol and text in italics indicate that you may lose data or damage equipment if care is not taken when performing the task or procedure following the caution.
WARNING
D
The WARNING symbol and bold text indicate that you may cause personal injury or death if care is not taken when performing the task or procedure following the warning.
A
1. The step-by-step icon id entifi es the beg innin g of a procedu re.
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Related information

This section lists additional materials you need, or will find helpful, when using your DigiPath system.
To order the Xerox documentation listed below, or for additional information on Xerox solutions, contact your Xerox representative.
DigiPath documentation
For more information on DigiPath, refer to the following publications:
Xerox DigiPath P r oduction Software Administrator Guide,
Vers ion 3.0
Xerox DigiPath Production So ftware Custome r Software Release Document
Xerox DigiPath Production Software Physica l Installation Planning Gu ide
Xerox DigiPath Production Software Customer Training Program
For more information on the training program, contact your Customer Training Specialist (CTS).
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Scanner documentation 0
DigiPath scanner 0
For more information on the DigiPath scanner, refer to the DigiPath scanner online Help system.
DocuImage 620S scanner 0
For more information on the DocuImage 620S scanner, refer to the following publications:
Xerox DocuImage 620S Preventive Maintenance Guide
Xerox DocuImage 620S Installation Guide
Xerox DocuIma ge 620S User Guide
Xerox DocuImage 620S Problem Solving Guide
Xerox Production Printing Services
For more information on the Xerox Production Printing Services and Network Server products, refer to the following publications:
Site Configuration Guide
Using Xerox Production Printing Services
Problem Solving Guide
Xerox Document Services Platform Series
Xerox DocuPrint Publishing Series
Xerox DocuTech Network Support Services
Xerox DocuTech Publishing Series
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Xerox solutions 0
For more information on Xerox software solutions that can be integrated into a DigiPath system, refer to the following materials:
Xerox DocuJob Converter customer documentatio n, including the Software Release Document
Xerox Extended Connectivity - Print Job Ma nager (EC-PJM) customer documentation, including the Software Release Document
DocuSP customer documentation, including the Software Release Document
Third party software
For additional information about third party software and hardware, refer to the following materials:
Compaq Professional Worksta tion PW800 0 Re ference Gui de
Adobe Acrobat documentation (included on the DigiPath CD-ROM)
Hummingbird NFS documentation (included on the DigiPath CD-ROM)
TapeWare documentation (included on the DigiPath CD-ROM)
Sony MO Disk Unit User Guide
Adaptec AHA-2940Ultra / 2940Ultra Wide PCI-to-UltraSCSI
Host Adapter with SCSISelect User’s Guide
Compaq P1210 Color Monitor User’s Guide
AIT Autoloader Unit User Guide
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Windows related information
Microsoft provides users and administrators with several different resources to support the Windows 2003 environment. Some of these resources inclu de web sites a nd online Hel p. The following sections describe these sources and tell you how to find and use t hem.
Windows Online Help
Windows 2003 Server includes extensive online Help for all aspects of the operating system. Most likely, the online Help will be your primary source for information. Adminis trative procedures, from adding users and managing groups to installing Window s printer s, can be foun d in the onli ne Hel p files. Furthermore, most Windows applications also contain their own online Help system containing information that is specific to the application.
To access online Help, select [Start: Help] from the Windows task bar. If you are looking for help wi thin a specific applic ation, use the options availab le f ro m the Hel p me nu wit hin tha t application.
Windows Microsoft Web site
Microsoft has a World Wide Web site that contains the latest Windows 2003 Server news and information about upgrades. The URL for this site is:
http://www.microsoft.com/
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Getting Help online

This section describes the type of Help available online from the DigiPath software.
Using a Help menu
All DigiPath applicat ions provide a Help menu . Select the Contents tab to browse for the desired topic in the
Help system. Select the Index tab to scroll an alphabetical index of Help
topics. Select the Search tab to search for a ll topics fo r information on a
specific feature or function.
Using Help in a dialog box
Most dialog boxes in the DigiPath system provide the standard Windows Help button [?] in dialog and message boxes. This button is displayed in the title bar of the dialog, next to the close button [X].
The Help button provides context-sensitive help, so you can select it, and then click in the dialog on the field or option for which you need help. The Help window op ens, displaying information for the selected field or option.
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Ordering additional materials and supplies

DigiPath provides yo u with all the resour ces you ne ed to op erate and maintain the system; however, you may order additional materials or supplies.
To reorder the scanner registration documents or the training disks, or to order screen finder tools, refer to the Xerox Supplies Resource Catalog (610P18158), or contact your Xerox representative.
To order cleaning supplies for the scanner, refer to the DocuImage 620S Preventative Maintenance Guide.
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Obtaining additional support 0

This section describes where yo u can obt ain ad di tio nal D igiPa th support.
X-PRESS FAX 0
Customers can obtain additional DigiPath support documents regarding X-PRESS fax, including solutions to common work process problems and hints and tips for enabling optimal use of the equipment, from Xerox C&TS Electronic Services.
Call X-PRESS at 1-800-979-9709 and request document number 12300 to receive a complete index of the documented DigiPath solutions, along with co mplete instr uctions for using the X-PRESS fax system.
DigiPath FAQ Xerox web site
A DigiPath FAQ (Frequently Asked Questions) Xerox web site is
A
Xerox Welcome Center 0
available for customers. T o access the DigiPath FAQ Xerox web site:
1. Go to http://www.xerox.com from your web browser.
2. Search on the word “digipath”.
3. Find the appropriate DigiPath link.
DigiPath Production Software
DigiPath Scanner
DigiPath Xpress Production Software
4. Select [Support] under the appropriate DigiPath link.
5. Under the FAQ heading, select the desired topic link to displays the FAQ for that topic.
If your machine is down, or you can’t solve a problem and you are located within North America, call 1-800-821-2797 for the Xerox Welcome Center.
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XXIV DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE
E

1. About DigiPath Web Services

This chapter provides a brief introduction to the DigiPath Web Services (WS) application.
Topics covered in this chapter include:
a product overview
instructions for powering up the DigiPath WS server and hardware options
recommendations for protecting your DigiPath WS server from virus contamination
NOTE: For a list of required and opt ional hardware and software components for the DigiPath Web Services server, refer to the Xerox DigiPath P r oduction Software Customer Software Requirements Document (CSRD), Version 4.0.
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Product overview 1

DigiPath Web Services (WS) allows you to make documents on a web server available to any person who has access to the World Wide Web (WWW). If the objects are RDO (created in Document Scan and Makeready), TIFF, PostScript, JPEG, GIF, TXT, or other image format supported by the browser or with a browser plug-in, DigiPath Web Services enables viewing the documents on the web. Examples of file types supported by browser plug-ins are PDF (Adobe Acrobat file) and DOC (Word processing program file).
If the objects are RDO, TIFF, PostScript, JPEG, Adobe PDF, ASCII text, or PCL files, DigiPath Web Services enables print job submission to any Xerox production printer supported in DigiPath.
NOTE: Users can submit print reque s ts if the D igi Pa th W S use r
E
administrator has given the user printing privileges.
The DigiPath WS server enables you to provide access to your DigiPath document repository via the WWW. DigiPath WS supports searching, viewing, downloading, and production printing of ob j ects stored on any DigiPath WS client and/or server.
You can customize the home page of the DigiPath WS server, and restrict the functionality of users using your DigiPath document repository, by defining logins, passwords, and access privileges for users.
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Powering up the hardware and starting the DigiPath WS server 1

This section contains instructions for powering up the DigiPath WS server and hardware options.
It is very important you power up the hardware components in
A
E
the order presented below.
1. If there is a scanner attached to the DigiPath WS server, power up the scanner.
2. If there is a Windows printer attached to the DigiPath WS server, power up the printer.
3. If there is a Magneto-Optical Drive (MOD) attached to the DigiPath WS server, power up the MOD.
NOTE: If there is an optical disk in the MOD drive when the drive is powered up, the start-up time is shorter.
4. If there is a RAID attached to the DigiPath WS server, power up the RAID.
E
NOTE: Do not power off the RAID or if you have a UPS attached to the RAID at any time, unless you are moving the RAID to another DigiPath server.
5. If there is an ext erna l tap e d riv e att ached to the DigiPath W S server, power up the tape drive.
6. Power up the monitor.
7. Power up the DigiPath WS server processor (CPU).
8. Log in to the network.
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Logging into the DigiPath WS application 1
DigiPath WS requires users to have a user account with an assigned use r name and passwo r d to log into DigiPath WS to ensure system security. This user account enables users to access the DigiPath WS site i n d i fferent ways, dependi n g on th e needs of your Di giPath WS customers.
When logging into the DigiPath WS application:
Depending on your configuration, the Online Library main page, the Print Document main page, or the Job Manager main page displays when you log into the DigiPath WS application.
If you enter the incorrect username or password you will receive an incorrect username or password error message. You can then re-enter your correct username and password.
If you forget your username and password, you can select the [Forgot your username and password] link on the DigiPath WS ho me page or in the Login Error message page. From this page, you can complete the Account Password Inquiry page and su bmit th e comp lete d page ele ctronica lly t o the system administrator. The system administrator retrieves your username and password and emails them to you.
If your session expires while yo u are logged in to the DigiPa th WS application, a session expired error message disp lays. You must log in again to continue.
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