Xerox FreeFlow Accxes Software Tools Customer Training Manual

FreeFlow Accxes Software Tools
Version 11.0, July 2005
701P43787
Customer Training
Guide
Prepared by: Xerox Corporation Global Knowledge and Language Services 800 Phillips Road 845-17S Webster, New York 14580 ©2005 by Xerox Corporation. All rights reserved. Copyright protection claimed includes all forms and matters of copyrightable
material and information now allowed by statutory judicial law or hereinafter granted, including without limitation, material generated from the software programs which are displayed on the screen such as icons, screen displays, looks, etc.
Printed in the United States of America. XEROX® and all Xerox product names mentioned in this publication are
trademarks of XEROX CORPORATION.
®
XEROX
, WIDE FORMAT PRINT SYSTEM 8850, WIDE FORMAT PRINT SYSTEM 8825, WIDE FORMAT PRINT SYSTEM 8830, WIDE FORMAT PRINT SYSTEM 510DP, WIDE FORMAT PRINT SYSTEM 721P, 6030 WIDE FORMAT, 6050 WIDE FORMAT, Synergix Scan System, and FreeFlow Accxes are trademarks of XEROX Corporation.
Internet Explorer is a copyright protected program of Microsoft Corporation. Mac OS X is a registered trademark of Apple Computer, Inc.
Netscape is a registered trademark of Netscape Communications Corporation. Sun Sparc is a registered trademark of Solaris.
One or more of the fonts listed within this document may be a registered trademark of Morisawa & Company, Ltd. or DYNALAB, Inc.
Changes are periodically made to this document. Changes, technical inaccuracies, and typographic errors will be corrected
in subsequent editions.
ii FreeFlow Accxes Software Tools Training Guide

Table of Contents

Overview........................................................................................................................1
Manual profile ............................................................................................................ 1
Remote access software...................................................................................... 1
Training password................................................................................................2
Job Accounting and Scan-to-Net enablement............................................................ 2
Job Accounting.....................................................................................................2
Scan-to-Net .......................................................................................................... 3
Scan-to-FTP......................................................................................................... 3
Web Printer Manager Tool............................................................................................5
Module introduction.................................................................................................... 5
Web Printer Manager Tool Overview......................................................................... 6
Starting the Web Printer Manager Tool...................................................................... 7
Help Files Installation.................................................................................................8
Using the Web Printer Manager Tool.........................................................................9
Check your understanding of the Web Printer Manager Tool.................................. 11
Answers to Web Printer Manager Tool Questions..............................................13
Account Management Tool (AMT) ............................................................................. 15
Module Introduction .................................................................................................15
Install the Account Management Tool (AMT) and FreeFlow Accxes Client Tools
(ACT)....................................................................................................................... 16
System Requirements and Overview.......................................................................17
Using the Account Management Tool...................................................................... 17
Check your understanding of the Account Management Tool ................................. 19
Operating in SCAN mode ........................................................................................... 25
Overview..................................................................................................................25
Introduction......................................................................................................... 25
Scan Mode ......................................................................................................... 28
Entering SCAN mode......................................................................................... 29
Operations in SCAN mode : machine observations for Scan-to-Net .................. 30
Machine observations - feedback sheet............................................................. 32
Scan-to-FTP....................................................................................................... 33
FreeFlow Accxes Client Tools ................................................................................... 35
Module overview...................................................................................................... 35
Using the Client Tools ........................................................................................ 37
Check your understanding of the FreeFlow Accxes Client Tools........................43
Answers to FreeFlow Accxes Client Tools questions.........................................44
FreeFlow Accxes Software Tools Training Guide iii

Overview

Manual profile

This manual provides a description of the customer software available for the WIDE FORMAT PRINT SYSTEMS 8825/ 8830/ 8850/ 510DP and 721P. It also provides general information about installing the software on your PC and using it with the printer and Scan System.
NOTE: For the 6030 WIDE FORMAT and 6050 WIDE FORMAT printers, which have their own embedded controller, the FreeFlow Accxes Print Server is required to use the Web Printer Manager Tool.

Remote access software

This manual is primarily a training aide. You will be reading and using various software help files and sections of two user guides. Study only
those sections of this manual that pertain to the software that you will be using.
As you go through the training, you can install the software, as well as set up the system and your workstation to meet your printing requirements.
The following softwares are covered in this manual:
Web Printer Manager Tool Account Management Tool (AMT) FreeFlow Accxes Client Tools (ACT)
NOTE: If you are already familiar with using these softwares, you can skip this training document. Instead, update your understanding by reading over the “New Features” section of the current FreeFlow Accxes Release Notes (Go to
www.xerox.com, Wide Format > Drivers &
Downloads link. In the Xerox FreeFlow Access
FreeFlow Accxes Software Tools Training Guide 1
11.0 Controller Firmware & Machine Upgrades Section, locate the release notes that are under within the controller firmware section).

Training password

Access to some of the features covered in this training requires a system password. Only the key operator or system administrator should know this password. For this training, the key operator or system administrator should set up a temporary password. After the training is complete, the password should be changed to protect the system from unauthorized entry.
Have the key operator or system administrator
change the password and make it available to the training participants.

Job Accounting and Scan-to-Net enablement

Job Accounting

Job Accounting provides a means of tracking all usage for copy, scan, and print jobs by User ID and Account IDs. It is an optional feature on the WIDE FORMAT PRINT SYSTEMS.
Job Accounting has three modes: Enabled – When Job Accounting is set to
Enabled, users must provide a valid User ID and Account ID to make copies, scan, or print. Media usage and Scan System usage data are logged to the specified user/account.
Disabled – When Job Accounting is set to Disabled, users can make copies, scan, or print in the normal manner without entering account information. No media usage is logged.
Optional – When Job Accounting is set to Optional, media usage for jobs, with valid User IDs and Account IDs, is logged in the same way as when set to Enabled. Media usage for jobs without user and account IDs is logged to a generic user/account. Jobs with invalid IDs are printed with an error page.
2 FreeFlow Accxes Software Tools Training Guide
To set the Job Accounting mode, you must use the printer control panel, the Scan System control panel, or the Web Printer Manager Tool. User IDs and Account IDs are created by the system administrator with the FreeFlow Accxes Account Management Tool installed on a workstation connected to the network.
The data that is created by using the Account IDs and User IDs is stored in the job log file in the printer’s controller. The data is retrieved by an external account server, such as the Account Management Tool.
To order the job accounting feature, contact your Xerox representative or authorized reseller.

Scan-to-Net images saved on the hard disk

Scan-to-Net allows you to scan documents and store them on a hard disk for later retrieval from a workstation connected to the network.
To order the Scan-to-Net feature, contact your Xerox representative or authorized reseller.

Scan-to-Net images sent to an FTP Destination

The Scan-to-FTP feature can also be accessed when the Scan System is in Scan Mode. This is a security feature to allow Scan-to-Net images to be transferred to 4 remote FTP destinations. The scanned image data will not be left on the FreeFlow Accxes disk. The destination choices that show on the scan system’s Sample Mode screen were defined on the Web Printer Manager Tool page located at Printer Defaults > Utilities > Scan Destinations. See the Sample Mode section of this guide for more information on how to use this feature.
FreeFlow Accxes Software Tools Training Guide 3

Web Printer Manager Tool

Module introduction

This module describes the Web Printer Manager Tool. It is part of the controller firmware that supports the WIDE FORMAT PRINT SYSTEMS 8825/ 8830/ 8850/ 510 and 721P. The 6030/6050 WIDE FORMAT PRINT SYSTEM needs to have a FreeFlow Accxes controller connected to it in order to use the Web Printer Manager Tool. It is accessed using a Web browser.
The Web Printer Manager Tool provides the following functions:
Print job management Printer default parameter set-up Job accounting mode selection
Objectives When you have finished this module, you should
be able to:
Log on to the Web Printer Manager Tool Monitor print jobs Set printer defaults (key operator or system
administrator).
Materials required You must have the following items before
beginning this module:
WIDE FORMAT PRINT SYSTEM
8825/8830/8850/ 510DP, 721P, or the 6030/6050 WIDE FORMAT printer with the FreeFlow Accxes Print Server loaded with FreeFlow Accxes Firmware 11.0
The IP Address of the printer
A copy of the 11.0 FreeFlow Accxes Firmware Release Notes
A copy of the Xerox FreeFlow Accxes System & Web Printer Manager Tool Setup Guide
The file that contains the Web Printer Manager
Tool help files (example: wenglish.hlp), which you need to load into the printer. The help file
FreeFlow Accxes Software Tools Training Guide 5
is located on your customer CD and on the www.xerox.com website in the Wide Format > Support & Drivers section.
Browser connection (Netscape Navigator 7.0
or higher or Microsoft Internet Explorer 5.5 or higher)

Web Printer Manager Tool Overview

The Web Printer Manager Tool is a browser­based tool. Although it is not part of the World Wide Web, the Web Printer Manager Tool has the look and feel of a Web page. The Web site is the printer's controller. You can access the Web site from a client workstation by using either the Netscape Navigator 7.0 or higher, or Microsoft Internet Explorer 5.5 or higher browser and entering the URL address of the printer's controller. The URL address in this case is the TCP/IP address of the controller. The monitor on the workstation used to interface with the controller must support a minimum resolution of 800 X 600.
Any user can view the Web Printer Manager Tool pages. However, the printer password is required to make any changes. The default password is the number 0. Anyone can change the settings if the password is left as 0, so it needs to be changed by the System Administrator in order to control the settings from being changed by anyone else.
The Web Printer Manager Tool provides the following services:
Users
without the printer password can:
- View printer status (including media
inventory) and the print queue
- View the printer defaults
- View the Job Accounting mode for remote
print jobs
- Generate test prints showing configuration
data (such as the Controller's TCP/IP address)
Users with the printer password can:
6 FreeFlow Accxes Software Tools Training Guide
- Shut down the YKE controller from the
PRINTER DEFAULTS > UTILITIES > Shutdown screen.
- Change the priority of, or delete any job in,
the print queue
- Set up all printer defaults
- Load stamps
- Specify the Job Accounting mode for
remote print jobs
- Upload controller and printer firmware
updates
- Upload Feature Keys to the Controller,
such as the optional Scan-to-Net, Scan-to­Print, PostScript, and Job Accounting.
- Enable or disable the media mismatch
queue from the Printer Defaults > Processing Defaults > Media Page of the Web Printer Manager Tool.
- Use the Rendering Page to change the
printer default settings for such image rendering parameters as Contrast, Lightness, Vector Halftone reproduction (area fill or fine line optimization), and Fineline Grayscale Rendering (grayscale rendering of colored lines). You can also set the printer’s default rendering to a choice of graphics, photo, or lines & text document types.
The performance of the Web Printer Manager Tool, in terms of user wait time, is determined primarily by:
Network bandwidth and speed Amount of data being transmitted to or from
the printer's Controller
Network traffic.

Starting the Web Printer Manager Tool

Do the following to connect to the Web Printer
Manager Tool.
FreeFlow Accxes Software Tools Training Guide 7
In the browser URL box enter http://
followed by the printer’s IP address, (for example, http://13.240.20.38). If you don’t know the printer’s IP address, see your System Administrator or the test print set produced at the time of your printer’s installation. When the power is switched on, the controller also sends a test print to the 721P printer.
6030/6050 WIDE FORMAT printers only:
Configure Remote Printer Page as follows.
- Select PRINTER DEFAULTS >
UTILITIES > Configure Remote Printer.
- Put in the IP address of the remote printer, and the job queue name of that printer, where FreeFlow Accxes will send the print job data to the 6030/6050. The remote job queue is in the plt (00-
99) format, with an extension letter of t, c, h, p, v, or NONE. Your choices will show on the screen, for example: (plt00t). An example queue name is "plt99" when NONE is selected.

Help Files Installation

Press the Update Remote Printer button
to set your choices.
Select Printer Defaults > Network. Check
that the Subnet Mask, IP Address, and Gateway settings are correct. These are needed so that your workstation will be able to communicate with your FreeFlow Accxes compliant Scan System and printer.
Do the following to load the help files, so that
you will be able to access them
Click on PRINTER DEFAULTS >
UTILITIES > Install Help Files and the
Install Help Files page will display. If you entered the printer password from the Session Setup link on the Main Menu, and the FreeFlow Accxes Controller has a hard disk, you can use this page to upload the Web Printer Manager Tool help files to the printer’s hard disk.
8 FreeFlow Accxes Software Tools Training Guide
Enter the name of the help file in the
indicated text field (example wenglish.hlp). The help file is supplied in packed form on the Web Printer Manager Tool CD. As an aid in finding this file, press the Browse... button to display the standard file dialog.
(The help file can also be downloaded from the Internet. Select www.xerox.com > Support & Downloads. In the Wide Format section, select the printer type. On the next screen, select Drivers & Downloads. In the Firmware & Machine Upgrades section, select the Web Printer Manager Tool help files link. Save the zip file to your hard drive. After it is downloaded, open the zip file and extract the files.)
Press the Install button to install the help
files on the hard disk. The FreeFlow Accxes Controller will send back a message stating that the "File Uploaded Successfully".
Press the hyperlink or Back arrow button
to return to the last Web Printer Manager Tool page.
On any Web Printer Manager Tool page,
you can now select the HELP to access additional help.

Using the Web Printer Manager Tool

System Requirements: Read over the help
file that describes the software and hardware that is needed to use the Web Printer Manager Tool. You get to the help file by doing the following on the Web Printer Manager Tool screen.
Select HELP on the top of the screen. Select Choose the
Web Printer Manager Tool link.
Index.
System Requirements of
Overview: Read over the help file that gives
you an overview of the Web Printer Manager
FreeFlow Accxes Software Tools Training Guide 9
Tool. You get to the help file by doing the following on the Web Printer Manager Tool screen.
Select HELP on the top of the screen. Select Choose the Overview of the Web Printer
Manager Tool link.
Index.
Quick Start: Do the quick start (tutorial) to
give you the practical skills for using the user friendly Web Printer Manager Tool. You get to the help file by doing the following on the Web Printer Manager Tool screen.
Select HELP on the top of the screen. Select Index. Choose the Quick Start link. The first
section, titled “Starting the Web Printer Manager Tool’ you can skip over because you already did it. Instead, start with the Job Queue and Media Status section.
To become aware of other options for which a
System Administrator might want to change the defaults, refer to the Index help file or look in the Xerox FreeFlow Accxes System & Web Printer Manager Tool Setup Guide. See the options and navigational paths tables in the titled sections: “Setting the Printer Setup Defaults” and “Configuring the Printer Processing Defaults”.
10 FreeFlow Accxes Software Tools Training Guide

Check your understanding of the Web Printer Manager Tool

1. What are the recommended browsers to use with the Web Printer Manager Tool?
____________________________________ ____________________________________
2. Is a printer password required to make changes to the Web Printer Manager Tool printer settings? Yes or No
3. Can the browser access the Web Printer Manager Tool through a proxy? Yes or No
4. To use the Web Printer Manager Tool, the printer must be connected through an _______________ port using ____________________ protocol.
5. What three factors determine wait time on the Web Printer Manager Tool?
_________________________________ _________________________________ _________________________________
6. Without a printer password, can any user view the printer default parameters and Job Accounting mode information? Yes or
No
7. The on-line help files are accessible from the Web Printer Manager Tool after you upload the help files. Where do you locate the file containing the help files that need to be loaded and what selection do you make on the Web Printer Manager Tool to load the file?--------------------------------------
8. After the help files are loaded, how do you access them on the Web Printer Manager Tool?-------------------------------------
9. Where can you look on the Web Printer Manager Tool to see what media size is located in the printer?------------------------
10. When viewing the list of print jobs on the Main page, select _______ to update the status of all the print jobs.
FreeFlow Accxes Software Tools Training Guide 11
11. To view only the active print jobs, on the Main page, select _________________.
12. If you are using a printer password, how can you cancel a print job?------------------
13. When you view the print jobs on the Main page, sometimes the word “mismatch” will show as the job’s Status. What creates a mismatched job and how do you solve it so that you can continue printing?----------------
---------------------------------------------------------
---------------------------------------------------------
14. What page do you go to, as an Administrator, to select “Optional” as the Accounting Mode?-------------------------------
12 FreeFlow Accxes Software Tools Training Guide

Answers to Web Printer Manager Tool Questions.

1. What are the recommended browsers to use with the Web Printer Manager Tool?
Netscape Navigator 7.0 or higher or Microsoft Internet Explorer 5.5 or higher
2. Is a printer password required to make changes using the Web Printer Manager Tool printer settings? Yes
3. Can the browser access the Web Printer Manager Tool through a proxy. No
4. To use the Web Printer Manager Tool, the printer must be connected through an port using
TCP/IP protocol.
Ethernet
5. What three factors determine wait time on the Web Printer Manager Tool?
Network bandwidth (speed) Amount of data being transferred to or
from the printer Network traffic
6. Without a printer password, can any user view the printer default parameters and Job Accounting mode information? Yes
7. The on-line help files are accessible from the Web Printer Manager Tool after you upload the help files. Where do you locate the file containing the help files that need to be loaded and what selection do you make on the Web Printer Manager Tool to load the file?
The .hlp file is located on the customer CD or in the Support & Downloads section of the xerox.com website. To upload the file to the Web Printer Manager Tool, select Printer Defaults > Utilities > Install Help Files.
8. After the help files are loaded, how do you access them? Select “Help” near the top of your screen.
9. Where can you look on the Web Printer Manager Tool to see what media size is located in the printer?
Select “Back to Main”. The media size for each of the printer’s drawers is listed.
FreeFlow Accxes Software Tools Training Guide 13
10. When viewing the list of print jobs on the Main page, select ”Get Status” to update the list of all the print jobs.
11. To view only the active print jobs, on the Main page, select “Show active jobs only”.
12. If you are using the printer password, how can you cancel a print job?
Click on an active print “Job Name” (the name is a hypertext link) and the Selected Print Job page will display. Press the “Cancel” button to cancel this print job.
13. When you view the print jobs on the Main page, sometimes the word “mismatch” will show as the job’s Status. What creates a mismatched job and how do you solve it so that you can continue printing?
A media mismatch occurs when the size or type of media (paper) that is loaded in the printer is not correct for the print job. For any mismatched job, indicated in the Status column of the Job Queue, click on the Mismatched checkbox to obtain information about how to resolve the mismatch condition.
14. What page do you go to, as an Administrator, to select “Optional” as the Accounting Mode?
ACCOUNTING
14 FreeFlow Accxes Software Tools Training Guide
FreeFlow Account Management Tool (AMT)

Module Introduction

The AMT application provides a means of retrieving job accounting data from multiple printers that use FreeFlow Accxes version 7.0, or greater, firmware. This application replaces the Accounting Tab functionality of the FreeFlow Accxes Client Tools (ACT).
NOTE: It is recommended that the AMT software be loaded on only one workstation that is password protected.
If you will be in charge of the AMT, then go through this training module. If you won’t be, then skip this module and go to the next module.
Objectives When you have finished this module, you should
be able to:
Install the AMT software. Assign Account IDs, User IDs, and Printer IDs. Authorize which users and account numbers
can be used on specific printers.
Retrieve media and scan usage data from the
assigned printers.
Tally retrieved data. Export data to an external software. Manually back up the data files
Materials required You must have the following items before
beginning this module:
A PC. The AMT software disc, or the executable file
that has been downloaded from the
www.xerox.com website.
WIDE FORMAT PRINT SYSTEM
8825/8830/8850/510DP, 721P, or the 6030/6050 WIDE FORMAT printer with the
FreeFlow Accxes Software Tools Training Guide 15
FreeFlow Accxes Print Server loaded with FreeFlow Accxes Firmware 11.0
The IP Address of at least one printer.

Install the Account Management Tool (AMT) and FreeFlow Accxes Client Tools (ACT)

The ACT and the AMT softwares can both be installed during the same installation. A password is required for the AMT installation because it should be loaded on only one computer and used by only one person per company. No password is required for installing ACT.
After you have installed the Account Management Tool, you will be using several of the help files to complete this part of the training.
Do the following to install both the AMT and
ACT softwares.
Insert the Client Install CD into a CD-
ROM.
If you downloaded the software from the
Internet:
- Open the downloaded zip file.
- Extract the files.
- Select the install.exe file to start the
install software.
On the first install screen, choose the
language.
On the “Enter Password” screen, if you are
loading both AMT and ACT, put in the password. Ask your system administrator for the password. If you are installing just the ACT, press the Next button.
Follow the directions on the screens. On the “Choose Shortcut Location” screen,
choose where you want the shortcut to show, such as “On the Desktop”.
On the “Choose Install Set”, choose the
FreeFlow Accxes Client Tools button to install only the ACT software. To install both ACT and AMT, select FreeFlow Accxes Account Management & Client Tools to install both ACT and AMT. You will
16 FreeFlow Accxes Software Tools Training Guide
need the AMT software for this training module.

System Requirements and Overview

Read over the information in the Systems
Requirements help file. Do the following to locate the file.
Select the AMT icon on your desktop to
open the installed AMT software. If it isn’t there, select Start > All Programs > Accxes > Account-Tool.
Select Help > Help Topics at the top of the
opened AMT screen.
On the Index screen, select the System
Requirements link.
Read the information in the Overview help file.
Do the following to locate the file.
Select Help > Help Topics at the top of the
screen.
On the Index screen, select the Overview
link.

Using the Account Management Tool

Follow the instructions in the Tutorial help file
to learn how to use the software. It might be easier to follow if you print out a copy of the file. Do the following to locate the file.
Select Help > Help Topics at the top of the
screen.
On the Index screen, select the Tutorial
link.

Backing up the AMT data files

It is important to do a manual backup of the AMT database files on a regular basis. If you accidentally corrupt or delete the saved AMT data
they cannot be recovered. Your manually
files, backed up files would then need to be copied into the AMT database folder.
FreeFlow Accxes Software Tools Training Guide 17
Go to the location of the data files. In the
Windows environment, the default location of these data files is C:\ Program Files \AccXES\ AMTdatabase. In UNIX, the files are located inside the "AMTdatabase" folder that is found in the install directory (i.e.usually the "AccXES" folder.) Make a backup copy of the AMT database files to a different location. The names of the files to backup are: AccXESjadb.backup,
AccXESjadb.data, AccXESjadb.script, AccXESjadb.properties.
18 FreeFlow Accxes Software Tools Training Guide

Check your understanding of the Account Management Tool

1. Where do you specify that you are requiring all users to put in an Account ID and a User ID to track media and scan usage data?---------------------------------------
2. When the FreeFlow Accxes firmware is loaded, can the media and scan usage data be lost from the controller? Yes or No
3. After you add account, user, and printer IDs to the AMT database, what tab should you select to start authorizing which users and accounts are assigned to which printers?---------------------------------------------
4. Which toolbar button on the Edit Account Associations tab should you select to send the same authorizing (associations) information to the printers? This will allow the AMT and printers to communicate with each other, using the same accounting information. ---------------------------------------
5. On which tab should you check if there are any data problems, which are indicated by checkmarks in the "Unvalidated", "Configuration Needed", "Authorization Needed", or "Purge Needed" columns.
--------------------------------------------------------
6. How do you retrieve the job accounting data that users created on the scan systems and printers?---------------------------
7. How do you tally the retrieved data?---------
---------------------------------------------------------
---------------------------------------------------------
8. How do you export media usage data from the Raw or Tallied Job Accounting Database to an external software?-----------
---------------------------------------------------------
FreeFlow Accxes Software Tools Training Guide 19
---------------------------------------------------------
-----------------------------------------------------
9. After exporting the tallied data, can the same data be exported again if the records are not deleted first from the Raw Job Accounting Database before being re­tallied? Yes or No
10. Data is automatically deleted in the Raw Job Accounting Database when the "Keep Raw Printer Records Interval" (days) is reached the next time that the AMT Administrator retrieves data from the printers' job log files. Where is the Interval (days) specified?----------------------------------
---------------------------------------------------------
20 FreeFlow Accxes Software Tools Training Guide

Answers to AMT questions

1. Where do you specify that you are
requiring all users to put in an Account ID and a User ID to track media and scan usage data?
Select “Enabled” on the Web Printer Manager Tool Accounting page.
2. When the FreeFlow Accxes firmware is
loaded, can the media and scan usage data be lost from the controller?
You need to save the data from each printer controller's job log file that is using pre - 7.0 FreeFlow Accxes firmware, or the data will be lost when a newer version of the firmware is loaded.
3. After you add account, user, and printer
IDs to the AMT database, what tab should you select to start authorizing which users and accounts are assigned to which printers?
Go to the Edit Account Associations tab.
4. Which toolbar button on the Edit
Account Associations tab should you select to send the same authorizing (associations) information to the printers? This will allow the AMT and printers to communicate with each other, using the same accounting information.
Select this toolbar button.
5. On which tab should you check if there
are any data problems, which are indicated by checkmarks in the "Unvalidated", "Configuration Needed", "Authorization Needed", or "Purge
FreeFlow Accxes Software Tools Training Guide 21
Needed" columns. On the Printers tab.
6. How do you retrieve the job accounting
data that users created on the scan systems and printers?
Go to the Printer Job Accounting Tab.
Select this toolbar button to collect the job log file data from each printer, which includes the scan data.
7. How do you tally the retrieved data?
On the Printer Job Accounting Tab, select this toolbar button.
8. How do you export media usage data from the Raw or Tallied Job Accounting Database to an external software?
On the Printer Job Accounting Tab, select whichever "View" toolbar button will display the data that you want to export (raw or tallied database data).
To export the currently displayed data, select this toolbar button.
9. After exporting the tallied data, can the same data be exported again if the records are not deleted first from the Raw Job Accounting Database before being re-tallied?
Yes.
22 FreeFlow Accxes Software Tools Training Guide
10. Data is automatically deleted in the Raw Job Accounting Database when the "Keep Raw Printer Records Interval" (days) is reached the next time that the AMT Administrator retrieves data from the printers' job log files. Where is the Interval (days) specified?
On the Printer Job Accounting Tab, select this toolbar button to access the "Select Job Accounting Options" dialog. In the "Keep Raw Printer Records Interval" field, enter the number of days. Select the Apply button
FreeFlow Accxes Software Tools Training Guide 23

Operating in SCAN mode

Overview

This module discusses operation of the Synergix Scan System in SCAN mode. Before we discuss the FreeFlow Accxes Client Tools’ Document Retrieve Tool, you should understand how to use the scanner to send documents to the controller's hard drive, or to an FTP destination. Then you will retrieve the documents using the FreeFlow Accxes Client Tools.

Introduction

You may have covered the use of the Synergix Scan System in your product training. If you feel that you understand how to scan documents, you may proceed to the FreeFlow Accxes Client Tools section.
This module is only for use at sites where the WIDE FORMAT PRINT SYSTEMS 8825/ 8830/ 8850/ 510 DP/ 721P, or 6030/6050 WIDE FORMAT printer is connected to a network. The SCAN mode does not operate in non-network installations.
NOTE: Be sure that the DDS Enabled checkbox is selected in the Web Printer Manager Tool for the COPY/SCAN functionality to be enabled. This is automatically selected in the YKE controller. For the HFT/PUN controllers, in the Web Printer Manager Tool, select PRINTER DEFAULTS > PRINTER SETUP > Miscellaneous to check if the DDS Enable checkbox is selected.
SCAN mode allows Scan-to-Net documents to be scanned and stored on the hard disk of the controller for later retrieval over the network by a remote workstation. Scanned documents can also be sent to an FTP destination and the files are not stored on the controller. If you do not
FreeFlow Accxes Software Tools Training Guide 25
have such a network connection and this functionality is of interest to you, contact your Xerox representative or authorized reseller to arrange such an installation. Training in SCAN mode operations will then be conducted after the network installation is complete.
26 FreeFlow Accxes Software Tools Training Guide
Objectives When you have finished this module, you should
be able to:
Ensure that the TCP/IP network protocol is
enabled on the controller using the Web Printer Manager Tool
Switch from COPY mode to SCAN mode and
back again
Scan in documents and interpret the display
information
Delete the most recently scanned image Delete all the images previously scanned Set the FILE DELETION timer to adjust the
time that a scanned file is retained before automatic deletion
Scan a document to an FTP Destination
Materials required You must have the following items before
beginning this module:
Synergix Scan System with an activated Scan-
to-Net feature key.
FreeFlow Accxes Software Tools Training Guide 27

Scan Mode

In COPY mode, the image is sent immediately to the printer. However, in SCAN mode, the Scan­to-Net image is not printed, but is retained in the controller’s Scan Directory for the period of time set by the FILE DELETION timer and then automatically deleted. The stored images can later be retrieved from a network-connected workstation.
The Scan-to-FTP image is scanned and sent to an FTP Destination, with no file being saved in the local controller.
Scanned files may be retrieved over the network by any of the following means:
The FreeFlow Accxes Client Tool’s Document
Retrieve Tool
A File Transfer Protocol (FTP) client A Web browser that supports FTP.
The Client Tools’ Document Retrieve Tool is the recommended retrieval tool, since it automatically manages space on the controller by deleting retrieved files from the controller’s hard disk.
Use of the Document Retrieve Tool is explained in the FreeFlow Accxes Client Tools section of this training guide, in the Quick Start section.
28 FreeFlow Accxes Software Tools Training Guide

Entering SCAN mode

To switch to SCAN mode using the Scanner
Control Panel, first obtain the READY TO COPY screen. Press the Mode key.
Type in the name of the Scan Directory to
which you will be scanning and retrieving images. The default directory is “images”. Press the ENTER key. The screen switches to the READY TO SCAN screen, as shown in the following Figure.
READY TO SCAN INSERT DOCUMENT
TIFF/CCITTG4 1 BIT
400
Menu
A Color feature key license is needed for scanning
colored images. To select the file format for color
scanning. While still in Scan Mode, go to the Image Quality section of the scanner control panel
and select Photo & Normal. In the Ready to Scan screen select Next button > Format > Enter button >JPEG or TIFF >Enter button.
NOTE: Printer default color settings are made on the Web Printer Manager Tool. Color settings for individual print jobs, or individual documents, are made from the Document Submit Tool, which is part of the FreeFlow Accxes Client Tools.
Previous
Figure 1. READY TO SCAN screen
Enter Next Exit Mode
FreeFlow Accxes Software Tools Training Guide 29

Operations in SCAN mode: machine observations for Scan-to-Net

Record your observations as you perform each activity.
Go to the XEROX WIDE FORMAT COPY
SYSTEM User Guide (check the Index for the
page numbers) and read the sections entitled "Understanding the READY TO SCAN screen", "Selections disabled in SCAN mode", and "Operating in SCAN mode."
1. Select a document and scan it. Observe the following icons:
2. What happens to the arrow? What does the dark area signify?
__________________________________ __________________________________
3. What then happens to the cylinder? __________________________________
__________________________________
4. What does the dark area on the cylinder signify? ___________________________________
___________________________________
5. Press the Mode key and observe the LEDs in the Media Selection part of the scanner control panel. Press the Mode key again.
What happened? Why? __________________________________ __________________________________ __________________________________
30 FreeFlow Accxes Software Tools Training Guide
6. Before you select the Sets Build key, does the Scan System need to be in Copy Mode or Scan Mode?
____________
Go to the XEROX WIDE FORMAT COPY SYSTEM User
Guide and read the "Clearing the scanned images"
section (Check the Index for the page number).
7. Press the C/CA key. Follow the procedure in the user guide to clear all images.
What change did you observe in the cylinder icon? Why did the change occur?
____________________________________ ____________________________________
NOTE: Normally, when a document is scanned, two files are created and stored on the hard disk in the controller. A small preview image is stored as a JPEG file, while the high-resolution image is stored as a TIFF Group 6, PDF, or CALS1 file. When an image is retrieved using the DRT, only the high-resolution image is retrieved. If the Create Preview option is disabled, then the preview file is not created.
When you have finished, proceed to the Machine Observations - Feedback Sheet on the next page. Check your understanding.
FreeFlow Accxes Software Tools Training Guide 31

Machine observations - feedback sheet

1. Select a document and scan it. Observe the following icons:
2. What happens to the arrow? What does the dark area signify?
The arrow becomes partially filled with a dark area. Then the arrow becomes empty again. The dark area represents the amount of Random Access Memory (RAM) used.
3. What then happens to the cylinder?
The cylinder becomes partially filled with a dark area.
4. What does the dark area on the cylinder signify?
The dark area signifies the amount of hard disk space being used by stored files.
5. Press the Mode key and observe the three LEDs in the Media Selection part of the scanner control panel. Press the Mode key again.
What happened? Why?
The LEDs extinguished when the Synergix Scan System was in SCAN mode. This is because those features are disabled in SCAN mode.
6. Before you select the Sets Build key, does the Scan System need to be in Copy Mode or Scan Mode?
Copy Mode. (If you have it in Scan Mode, multiple beeps are heard, because Sets Build is not a valid operation in SCAN mode.)
32 FreeFlow Accxes Software Tools Training Guide
7. Press the C/CA key. Follow the procedure in the user guide to clear all images.
What change did you observe in the cylinder icon? Why did the change occur?
The dark area in the cylinder disappeared, because all the files were deleted, and all the hard disk space was released.
The FILE DELETION Timer. If scanned files were allowed to remain on the hard disk forever, the disk would soon be full. To manage this problem automatically, the system deletes files that exceed a certain age. The feature that permits setting the allowed storage time is the FILE DELETION Timer.
The default setting is 24 hours. With this setting, files created more than 24 hours ago will be deleted by the controller. The setting may be changed to any value between 1 and 24 hours in increments of 1 hour.

Scan-to-FTP

Press the Menu key. Select
CONFIGURATION, and press Enter. Select TIMERS, and press Enter. Press Next to select FILE DELETION, and press Enter.
Enter a value between 1 and 24. Press Enter. Any scanned files older than the new value will be deleted by the system.
Press Menu to return to the READY... screen.
Scan-to-FTP: Scanned images can be
transferred to 4 remote FTP destinations, which are defined on the Web Printer Manager Tool on the Printer Defaults > Utilities > Scan Destinations screen. The scanned images are not stored on the Controller’s hard drive. The FTP feature is located on the Scan System’s Sample Mode screen.
Practice the Scan-to-FTP feature as follows.
Go to the Web Printer Manager Tool.
Select Printer Defaults > Utilities > Scan Destinations to see the 4 defined FTP
destinations. (On the Scan System they will be listed as DESTINATION 1, DESTINATION 2, etc.)
FreeFlow Accxes Software Tools Training Guide 33
At a Scan System, select Scan Mode. Select the Sample key and select the FTP
Destination to where you will send a scanned file.
Scan the document. View the FTP directory to see that the
scanned file has been sent there.
34 FreeFlow Accxes Software Tools Training Guide

Module overview

FreeFlow Accxes Client Tools

The FreeFlow Accxes Client Tools (ACT) application runs on your PC or Solaris workstation.
The Client Tools are used to print, retrieve, and save images using a WIDE FORMAT PRINT SYSTEM 8825/ 8830/ 8850/ 510DP/ 721P, or 6030/6050 WIDE FORMAT printer with an enabled Scan-to-Net Feature key, and a Synergix Scan System. A Color Feature Key is required for color scanning to the network.
Document sets can be created and saved as a single document. The printer queue can be viewed and submitted print jobs can be cancelled. Media usage data can be tracked, when job accounting is enabled, by assigning a User ID and Account ID to the scanned and copied documents. A Scan Directory is also specified before scanning documents. Each of the Client Tools is on a separate tab: Document Submit, Printer Queue, Accounting, Document Retrieve, and Device Manager tabs. All of the tools are installed at the same time, using the Install Anywhere software.
NOTE: The Accounting tab functionality is available only if the printer with which the Client Tools is interacting is using a firmware version less than 7.0. The firmware version number will be indicated at the bottom of the Device Manager tab for the selected device.
FreeFlow Accxes Software Tools Training Guide 35
NOTE: Whatever ACT option choices that you make will override the Web Printer Manager Tool option selections if the two are different for the same feature.
Objectives When you have finished this module, you should
be able to: Connect to an FreeFlow Accxes supported
scanner and WIDE FORMAT PRINT SYSTEM using the Device Manager Tool
Use the Document Retrieve Tool to retrieve
and save scanned documents
Create, print, and save document sets using
the Document Submit Tool
View and cancel a submitted print job, using
the Printer Queue Tool
Know how to use a User ID and Account ID to
print jobs and scan documents so that media usage will be logged in the controller's job log file.
Materials required You must have the following items before
beginning this module:
FreeFlow Accxes Client Tools software FreeFlow Accxes Help files, which are
accessed from the Client Tools software.
WIDE FORMAT PRINT SYSTEMS 8825/
8830/ 8850/ 510DP/ 721P, or 6030/6050 WIDE FORMAT printer with an accounting license and Scan-to-Net license installed. Note that the Color Scan-to-Net feature requires a separate Color feature key (license).
Synergix Scan System FreeFlow Accxes Account Management Tool
or some other External Accounting Server
Your Subnet Mask, IP Address, and Gateway
settings
User ID, Account ID, and Scan Directory name
for using the printer and scanner
A stamp file
36 FreeFlow Accxes Software Tools Training Guide

Using the Client Tools

Installing the Client Tools
Do the following to install the ACT software. (If
you did the AMT module in this document, then it is already installed and you can skip this section.)
Insert the Client Install CD into a CD-ROM. If you downloaded the software from the
www.xerox.com website:
- Open the downloaded zip file.
- Extract the files.
- Select the install.exe file to start the
install software.
On the first screen, choose the language. On the “Enter Password” screen, press the
Next button.
Follow the directions on the screens. On the “Choose Shortcut Location
screen, choose where you want the shortcut to show, such as “On the Desktop”.
On the “Choose Install Set”, choose the
FreeFlow Accxes Client Tools button to
install only the ACT software. You will need the ACT software for this training module.
Configure Your Network Connections
At the printer Control Panel or Web Printer
Manager Tool, check that the Subnet Mask, IP Address, and Gateway settings are correct. These are needed so that your workstation will be able to communicate with your FreeFlow Accxes compliant scanner and printer.
For the WIDE FORMAT PRINT SYSTEMS 721P, and 6030/6050 WIDE FORMAT printers:
On the Web Printer Manager Tool, select Printer Defaults, Network, TCP/IP.
FreeFlow Accxes Software Tools Training Guide 37
For the WIDE FORMAT PRINT SYSTEMS 8825/8830/8850/ 510 DP:
On the printer Control Panel, press the
button to take the printer off line. Press the Enter button. Go through the menu choices to select Setup IO Ports, Ethernet TCP/IP,
TCP/IP Address, Gateway, and Mask.
Connecting to the printer and scanner
Select the Device Manager tab. Click on the Device Name of the FreeFlow Accxes-
compliant printer with which you want to communicate from your PC.
To the right of the selected Device Name, click in the
Default Printer and Default Scanner columns to select the default printer and scanner to be used by the Client Tools.
If your devices are not listed, select the
Create a new device toolbar button. At the bottom of the screen, type in a name that you will recognize for the device and its IP address.
Select the Accept the device parameters toolbar button to save it in your device list, then select it as the default.
Logging media usage accounting data
To use the accounting feature, your printer needs to have an accounting license. The Account Mode also needs to be set to “Optional” or “Enabled” on the printer or scanner.
Go to the Device Manager tab’s Printer Identification section at the bottom of the screen. Notice the Firmware version for the selected device. If the information is not present, select the ID toolbar button for the Device Manager Tool to get that information from the printer.
If your Client Tools are connected to a printer that is using firmware version 7.0 or greater, an External Accounting Server, such as the FreeFlow Accxes Account Management Tool (AMT), will be keeping
38 FreeFlow Accxes Software Tools Training Guide
track of multiple printers' scanned and printed media usage. This is replacing the functionality of the Accounting tab.
If you are the account manager, go to the FreeFlow Accxes Account Management Tool section of this document to learn how to install and use the tool.
If you are a user, as you learn how to use the scan system, Document Submit Tool, and the Document Retrieve Tool, you will learn where to add a User ID and Account ID to have your printed and scanned media usage logged on the controller. The AMT will retrieve the logged data from the controller for accounting purposes.
Retrieving scanned documents
Select the Document Retrieve tab. This is
where you can preview and retrieve the images which you scanned to a Scan Directory. The scanned images are temporarily stored in the specified controller’s Scan Directory. You can retrieve and save the scanned images to your file system or send them to the Document Submit tool to add them to a document set.
You will be using the Quick Start help file for
several sections of this module. It may be easier to print it out to use. To locate the file, do the following:
Open the ACT software. You will be on the
Document Submit Tab screen.
Select Help > Help Topics. Select Master Index > Quick Starts.
Practice the Document Retrieve features by
going to the "Quick Start - Document Retrieve Tool" section of the Quick Start help file. You will be asked to scan some images and then preview, retrieve, and save them.
FreeFlow Accxes Software Tools Training Guide 39
Creating, printing and saving document sets
Select the Document Submit tab. Go to the "Quick Start - Document Submit
Tool" section of the Quick Start help file. Follow the steps for adding several documents of the correct file type to the Document Submit screen, changing some options, printing the set of documents, and then saving them as a single file.
NOTE: There are 3 sets of tabs for changing options. One set is to change individual document options. One is for changing default document options. The third set of option tabs is to change print job options (such as for plot nesting, and page composition).
Plot Nesting feature
Plot nesting is a feature that will allow all of the documents in your document set to print out on a single piece of media.
On the FreeFlow Accxes Client Tools’
Document Submit tab, select the Job Options toolbar button, Composition tab. Make your Plot Nesting choice in the drop down menu.
The “Off” setting will cause the printer to print out your documents on individual pages. If you choose “Single Job,” the controller will automatically nest (group) your submitted documents, in a row, onto a single media. Selecting “Default” will use the printer’s plot nesting default. You must select “Off” to enable the page composition options.
40 FreeFlow Accxes Software Tools Training Guide
Labels and Stamps features
Labels and stamps can be applied to entire print jobs or to selected documents within a document set. An example of a stamp is a company logo. A label can be any text that you want to use as a label for your documents. You can choose where you want the label and stamp located on the document and whether it should be rotated.
On the Document Submit screen,
select the Job Options toolbar button. On the Labels tab, select the Apply Label box. On the Stamps tab, select the Apply Stamps box.
NOTE: These two boxes need to be enabled here for both job option labels and stamps, as well as to activate these features on the individual document’s Labels and Stamps tabs.
On the Labels tab, type the text into the Label
field that you would like to use for your label.
Select the Help button to access more
information about the Label choices.
If you want the label to appear on all of
your documents in this set, be sure that you are on the Job Options Labels tab.
On the Labels Tab, select the OK button to
accept your selections.
NOTE: If you want to put a label on a selected document in your document set, then double click on that document title on the Document Submit screen. Then select the Labels tab.
Print out your document set. Notice the
location and wording of the label.
Practice adding a stamp to a document.
On the Stamps tab, select the Help button
to access more information about the Stamp choices.
If you want the stamp to appear on all of
your documents in this set, be sure that you are on the Job Options Stamps tab.
On the Stamps Tab, select the OK button
to accept your selections.
FreeFlow Accxes Software Tools Training Guide 41
Using the Printer Queue and Media Mismatch feature
Select the Printer Queue tab. Read the "Quick Start - Printer Queue Tool"
section of the Quick Start help file. This section explains which toolbar buttons to select for viewing a print job that you sent to the printer from the Document Submit tab. It also explains how to cancel a submitted print job.
Go to the Web Printer Manager Tool. Select
Printer Defaults > Processing Defaults > Media. Check the “Enabled” box next to Media Mismatch Recovery. When it is enabled, it will allow your print jobs to go to a mismatch queue while the remaining print jobs finish printing. Then you can resolve the mismatch.
On the Document Submit screen,
select the Job Options toolbar button.
Select the Finishing tab > Help button. Read over the Media Mismatch section and
make your media mismatch selection of Scale to Fit, Block Printing, or Substitute Media.
Select the OK button.
Go back to the Document Submit tab, where
you have listed various documents that you want to send at one time to the printer.
Select the Print Document Set toolbar
button to send the print job to the printer.
If you want to save this set of documents as a
single file, select File, Save on the Document Submit tab toolbar menu.
42 FreeFlow Accxes Software Tools Training Guide

Check your understanding of the FreeFlow Accxes Client Tools

1. Can a group of documents that you have added to the Document Submit screen be saved as a single file? Yes or No
2. How can you put a label on a document within a set of documents, but not on the whole set of documents? ---------------------------------------------
---------------------------------------------------------------
3. For your mismatched print jobs to go the mismatch queue, while letting the other print jobs continue printing, where must you first enable the media mismatch feature?--------------
---------------------------------------------------------------
4. Which of the FreeFlow Accxes Client Tools would you use to set up the network connection from your workstation to a different scanner and printer?----------------------------------
5. Document sets are sent to the printer by selecting the printer toolbar button. It is located on which client tool?-------------------------
---------------------------------------------------------------
6. Which client tool tab allows you to view the progress of a submitted print job?------------------
---------------------------------------------------------------
7. Where does the account mode need to be enabled first before you can use the accounting feature?------------------------------------
---------------------------------------------------------------
8. Where do you indicate to which Scan Directory you want scanned images saved until you retrieve them to your file system?------------------
--------------------------------------------------------------
9. Where do you indicate which documents or images you want to retrieve from the scanner?
---------------------------------------------------------------
10. Where do you indicate the User ID and Account ID to which you want printed jobs logged?----------------------------------------------------
FreeFlow Accxes Software Tools Training Guide 43

Answers to FreeFlow Accxes Client Tools questions

1. Can a group of documents that you have added to the Document Submit screen be saved as a single file?
Yes
2. How can you put a label on a document within a set of documents, but not on the whole set of documents?
On the Document Submit screen, go to the Job Options button, Labels tab. Select the “Apply Labels” box and OK button. On the Document Submit window, double click on the document title. Go to the Labels tab that will come up to make your label choices. Select OK.
3. For your mismatched print jobs to go the mismatch queue, while letting the other print jobs continue printing, where must you first enable the media mismatch feature?
Go to the Web Printer Manager Tool. Select
Printer Defaults > Printer Setup > Miscellaneous page. In the Media Mismatch Recovery table, select the “Enabled” box.
4. Which of the FreeFlow Accxes Client Tools would you use to set up the network connection from your workstation to a different scanner and printer?
The Device Manager Tool
5. Document sets are sent to the printer from selecting the printer toolbar button. It is located on which client tool?
The Document Submit Tool
6. Which client tool tab allows you to view the progress of a submitted print job?
The Printer Queue Tool
44 FreeFlow Accxes Software Tools Training Guide
7. Where does the account mode need to be enabled first before you can use the accounting feature?
On both the printer or scanner
8. Where do you indicate to which Scan Directory you want scanned images saved until you retrieve them to your file system?
On the scanner, if the accounting feature is enabled, put in your User ID and Account ID. Press the Mode button to select Scan Mode. Type in the Scan Directory name, and then scan in the documents.
9. Where do you indicate which documents or images you want to retrieve from the scanner?
In the Scan Directory field on the Document Retrieve tab
10. Where do you indicate the User ID and Account ID to which you want printed jobs to get logged?
On the Document Submit tab if you are sending files to get printed from your workstation.
On the scanner if you are scanning documents to print out.
FreeFlow Accxes Software Tools Training Guide 45
46 FreeFlow Accxes Software Tools Training Guide
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