Xerox Secure Access Unified ID System Embedded for Xerox ECSP Setup Guide

Software Version 5.3 August 2014 702P03156

Embedded for Xerox ECSP

Setup Guide

other countries.

® are trademarks of Xerox Corporation in the United States and/or

and

Equitrac

Document Version: 1.0 (August 2014)

® and Follow-You Printing® are registered trademarks on Nuance Communications.

Table of Contents

1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

About User Authentication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Xerox ECSP Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

Installation and Configuration Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

Licensing, Server, and MFP Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

System Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

Supported MFPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

Supported Card Readers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

Magstripe Device Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

Proximity Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5

List of Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5

2 MFP Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Configuring MFP Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

WorkCentre 57xx Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Locating Custom Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

On the MFP Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

Configuration Via the Internet Services Interface . . . . . . . . . . . . . . . . . . . . . . . 2-4

WorkCentre 75xx Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11

Locating Custom Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11

On the MFP Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12

Configuration Via the Internet Services Interface . . . . . . . . . . . . . . . . . . . . . . 2-13

Set the Default Landing Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21

WorkCentre 58xx, 72xx, and 78xx Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-22

Locating Custom Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-22

On the MFP Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23

Configuration Via the Internet Services Interface . . . . . . . . . . . . . . . . . . . . . . 2-24

Set the Default Landing Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-31

ColorQubeTM 93xx, 92xx or 89xx Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-32

Locating Custom Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-33

On the MFP Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-34

Configuration Via the Internet Services Interface . . . . . . . . . . . . . . . . . . . . . . 2-35

3 Server-Side Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Licensing Embedded Devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Assigning Licenses to Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Configuring Printer Ports on DRE Print Servers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Add a Printer on an Equitrac Printer Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Convert an Existing TCP/IP Port to Equitrac Port . . . . . . . . . . . . . . . . . . . . . . . . 3-5

Configuring Physical Devices with the Configuration Wizard . . . . . . . . . . . . 3-9

Enabling Secure Printing on the Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-10

Configuring Authentication Prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11

Setting Xerox Convenience Authentication Prompts . . . . . . . . . . . . . . . . . . . 3-12

Enabling Release Key Prompt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12

Configuring Card Self-Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14

Setup Guide iii

Table of Contents Embedded for Xerox ECSP

Configuring Embedded Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15

Configuring Print Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18

Print Tracking Through Xerox Secure Access Ports . . . . . . . . . . . . . . . . . . . . . 3-18

Print Tracking Using Xerox Network Accounting . . . . . . . . . . . . . . . . . . . . . . . 3-20

Color Tracking Using Xerox Tiered Billing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23

4 User Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-1

Authenticating at a Card Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Authenticating with a Magnetic Stripe Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Authenticating with a Proximity Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Card Reader Status Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3

Idle Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3

Ready Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3

Logging In to a User Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

Xerox Server Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

Selecting functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

Using Follow-You Printing®. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5

Using LDAP Email Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6

5 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5-1

Symptoms and Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Configuration Tear Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3

A Appendix: Third Party Software . . . . . . . . . . . . . . . . . . . . . . . . . A-1

GNU General Public License v2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-8

Apache License Version 2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-12

Common Development and Distribution License 1.0 . . . . . . . . . . . . . . . . . . . A-12

iv Setup Guide

Introduction

To pi c s

About User Authentication

Xerox ECSP Features

Installation and Configuration Requirements

System Requirements

Supported MFPs

Supported Card Readers

Additional Documentation

List of Terms

The

Xerox Secure Access and secure printing on application controls access to the MFP, valid account information is required before the MFP will unlock and be ready for use. Account information must be provided in the form of a supported ID card, personal identification numbers (PINs), or Windows credentials based on authentication settings on the server.

for

Xerox

Embedded Capture Send and Print (ECSP) application provides copy control

Xerox

manufactured multi-functional printers (MFPs). Embedded on the MFP, the

Xerox ECSP communicates with the print tracking and accounting application on your network to validate authentication information. Once successfully logged in, users can securely release print jobs, and use native device functions through Xerox ECSP. During the copy process, Xerox ECSP collects detailed document characteristics such as paper sizing, color, duplexing, stapling, or input trays on specific models.

Caution

In order to use the Xerox Secure Access document contains instructions and information about framework. Older model devices may not be able to use these functions. It is the responsibility of your install technician to determine the class of device before attempting to use this information.

Setup Guide 1-1

Xerox

ECSP application, you must install the Device Web Server (DWS) component for

. See the

Xerox Secure Access

Installation Guide

Xerox

devices that can leverage the Xerox ECSP

for information about this component. This

Introduction Embedded for Xerox ECSP

About User Authentication

Xerox Secure Access provides the ability to control access to the print, and copy functions of Multifunction printer (MFP) devices. When a user approaches an enter user credentials either by using a card, or manually entering data on the MFP front panel. The MFP front panel is unlocked only when the user’s account information is authenticated by the accounting server.

The

Xerox Secure Access user wants to use the copy, or fax functionality on a MFP, they must log in using either a swipe card or by entering credentials on the soft keyboard. A swipe or proximity read initiates an access request. The login data is sent to the DWS, which brokers communication with an (DCE). At this time, the DWS and DCE must reside on the same server. The DCE then contacts the Core Accounting Server (CAS) to verify the user account data associated with the card. Once authenticated, the device unlocks. This process is depicted below.

Device Web Server (DWS) handles all communication with the MFP devices. When a

Xerox Secure Access

-controlled device, they

Device Control Engine

Xerox

1-2 Setup Guide

Embedded for Xerox ECSP Introduction

Xerox ECSP Features

Xerox ECSP is a robust application that provides additional functionality beyond print and copy control. This version of Xerox ECSP supports the following features:

• Follow-You Printing® - After successful login at the MFP, the user can access the virtual print queue to

"pull" a print job to this device. Through the Follow-You screen on the MFP, users can view documents in

the queue, then select, delete, or release documents for printing. See Enabling Secure Printing on the

Queue on page 10 for configuration instructions, and Using Follow-You Printing® on page 5 for end-user

instructions.

• Card self-registration - Allows users to associate an unassigned card with their user credentials. Once

associated, each time the user swipes the card, the system automatically recognizes the card and

associated user. See Configuring Card Self-Registration on page 14for instructions.

• Configuration - All installation and configuration tasks can be accomplished easily to configure Xerox

ECSP. See Installation and Configuration Requirements on page 3, and Server-Side Configuration on

page 1.

Installation and Configuration Requirements

If you have already set up and configured your Xerox Secure Access server and also installed the DWS component, you do not need to install the basic Xerox Secure Access application; you only need to follow configuration procedures.

For instructions on installing and configuring Xerox Secure Access, see the

System® Installation Guide

Before configuring Xerox Secure Access, ensure you have Administrative access to Manager. For details, see

Guide

and the

Xerox Secure Access Administration Guide.

Configuring Administrative Access

in the

Xerox Secure Access Administration

Xerox Secure Access Unified ID

Xerox Secure Access

System

Licensing, Server, and MFP Requirements

To enable the

• Xerox Secure Access Software

Xerox Secure Access requires configuration of the MFPs and

(CAS). For detailed information about setting up and configuring

Access Unified ID System® Installation Guide

• One embedded license per Xerox MFP

Each

example, if you plan to control 20

(enabled for

CAS.

• ECSP-enabled Xerox MFPs

Visit http://www.nuance.com/for-business/by-product/equitrac/supported-devices/xerox/index.htm for a

list of supported MFP models.

Xerox Secure Access

Xerox

Device requires an embedded license applied in the

Xerox

). See Licensing Embedded Devices on page 2 for instructions on adding licenses to the

Embedded solution, you must obtain the following:

Xerox

MFPs, you need to obtain 20 corresponding embedded licenses

Xerox Secure Access

core accounting server

see the

System Manager. For

Xerox Secure

Setup Guide 1-3

Introduction Embedded for Xerox ECSP

• One Network Accounting Enablement Option per

Only required if you are tracking copy or fax usage through

track printing if you are using

This licensable device option obtained from

server fax and copy usage for each account.

• Open communications between the

To enable communication between the MFP and the server, copier access to the server requires ports

2939, 8080 and 8443.

Xerox Secure Access

Xerox

MFP and the DWS

Xerox

printer ports.

Xerox

enables the

MFP

Xerox

Secure Access. This is NOT required to

Xerox

MFP to automatically track print,

System Requirements

To review the system requirements for the machine or machines hosting the components (Core Accounting Server Device Web Server, and Device Control Engine), see the

Access Unified ID System® Installation Guide

Xerox Secure Access

server

Xerox Secure

Supported MFPs

For a list of Xerox Secure Access supported MFP models, visit http://www.nuance.com/for-business/by-

product/equitrac/supported-devices/xerox/index.htm.

Supported Card Readers

For a list of Xerox Secure Access supported card readers, visit http://www.nuance.com/for-business/by-

product/equitrac/supported-devices/xerox/index.htm.

All card readers are preconfigured from the manufacturer and require no further configuration.

Magstripe Device Reader

Xerox Secure Access supports external magnetic stripe reader devices. Users can enter validation data by swiping an encoded magnetic card through the card reader. The reader reads virtually any standard magnetic card medium on track 2, and accepts standard or custom encoded data.

Proximity Cards

Xerox Secure Access supports HID proximity cards. Users can enter validation data by passing the card within about one inch of the card reader.

1-4 Setup Guide

Embedded for Xerox ECSP Introduction

Additional Documentation

You may need to refer to one of the following documents when performing server-side configuration tasks. These documents are located on the product CD, and are installed automatically with any server-side component in the Program Files\

Guide When to refer to this guide

Xerox Secure Access

folder.

Xerox Secure Access Planning Guide Before installing

appropriate combination of product variables to support the needs of your institution or organization.

Xerox Secure Access

Installation Guide Use this guide to perform an initial installation or upgrade.

Administration Guide After installing

options for use on your campus or in your organization.

Xerox Secure Access

, use this guide to select the

, use this guide to configure advanced

List of Terms

The following unique terms are used within this guide.

Te rm Description

Alternate Primary PIN A sequence of personal identification numbers that uniquely identifies a user who wants to

release a print job. The alternate primary PIN can be data encoded on a magnetic swipe card or entered into an MFP keypad.

Authentication The process of entering a primary and optional secondary personal identification number to

gain access to a controlled MFP. Users can authenticate via a card reader, or through the MFP control panel.

Core Accounting Server (CAS)

Convenience Authentication

Device Control Engine (DCE)

Document Routing Engine (DRE)

Device Web Server (DWS) A core component of

Setup Guide 1-5

The Core Accounting Server is a core component of Xerox Secure Access. This service controls the accounting database that stores all printer, user, transaction and balance information. The CAS also verifies users, calculates printing charges and assigns charges to an appropriate user.

Xerox

protocol that enables communication between the Authentication Device and the

A server to verify user information gathered user interaction at an MFP.

A core component of Xerox Secure Access, the DCE communicates with terminals that control access to MFPs.

A core component of Xerox Secure Access, the DRE enables document flow from workstations to output devices. When a job is released, the DRE captures the job characteristics and communicates the characteristics to the CAS.

Xerox Secure Access

communication between a

Xerox

, the DWS acts as a virtual web server, and brokers

MFP and the Device Control Engine (DCE).

Introduction Embedded for Xerox ECSP

Te rm Description

Follow-You Printing An secure printing feature that holds print jobs in a virtual print queue until the user “pulls”

the print job to a selected device. A user can select a particular printer when they submit a print request, then walk to an entirely different compatible MFP and pull the job to that device.

Follow-You Printing screen

Multi-server Follow-You

Network Accounting A feature of the

Print Tracking The ability to track the attributes of a released network print job. For example, number of

Primary PIN A sequence of numbers that act as a user ID to uniquely identify a user. The primary PIN

Secondary PIN A sequence of numbers that act as a password when used in conjunction with a Primary

An application on the MFP when the Follow-You Printing extension is configured. Users can select one or more jobs from different print servers.

A secure printing feature that extends the Follow-You functionality to allow users to view and release secure print jobs from different print servers.

Xerox

MFP which automatically tracks print, server fax and copy usage for each user. Network accounting is run over a network and the accounting transactions are collected remotely by Xerox Secure Access server software.

pages, page size, color, etc. You can configure Xerox Secure Access to track printing through the embedded device or through an

can be entered on the MFP keypad.

PIN. After entering the Primary PIN, the user must enter the Secondary PIN code on a MFP keypad before accessing the device or applications. Secondary PINs are an optional configuration.

Equitrac

Port.

1-6 Setup Guide

MFP Configuration

To pi cs

Configuring MFP Properties

WorkCentre 57xx Series

WorkCentre 75xx Series

WorkCentre 58xx, 72xx, and 78xx Series

ColorQubeTM 93xx, 92xx or 89xx Series

To enable Xerox Secure Access, you must configure any MFP that will use it. Follow the steps for each MFP series in the order they are presented to ensure a successful install.

Configuring MFP Properties

The following are the main steps when configuring

1. Ensure that the time zone on the MFP is correct. If the time zone is not correct, transaction times are incorrectly reported.

2. Confirm that the date and time setting on the MFP is within 24 hours of the date and time configured on the server that hosts the DCE component. If the settings are more than 24 hours apart, the Embedded application on the MFP will not connect to the server.

3. Configure the MFP to use

4. Ensure that the SNMPv2 settings on the device are correct. Read-only (Get) and Read and Write (Set) community names must be configured as public and private respectively. Note that all characters must be entered in lower case. Also ensure that these SNMP settings are enabled in System Manager > Configuration > Network environment > SNMP configuration.

5. Ensure SSL is enabled on the enable SSL communication.

Xerox

Convenience Authentication and to communicate with the DWS Server.

Xerox

MFP. If it is not enabled, generate a self-signed certificate and then

Xerox

MFPs:

Setup Guide 2-1

MFP Configuration Embedded for Xerox ECSP

WorkCentre 57xx Series

You must configure the WorkCentre 57xx series MFP from both the MFP Console and via the Internet Services interface. Before you perform the configuration, ensure that Custom Services is installed on the MFP.

Locating Custom Services

Xerox

ECSP cannot be configured unless Custom Service is installed on the MFP. To determine if custom

services is installed on a WC57xx series, perform these steps:

1. Open a Web browser and enter the URL

2. Select the Properties tab, and login with your Administrator user ID and password when prompted.

3. In the left pane, select the General Setup folder, then select Custom Service Setup.

4. Click the Edit button beside the Custom Service Registration option.

http://<MFP IP address> in the Address field.

2-2 Setup Guide

Embedded for Xerox ECSP MFP Configuration

5. Click on Enable All, then click Save. The Custom Services button should now be present on the MFP user interface when All Services is selected.

Xerox

If you cannot access or locate these options, contact

regarding correct installation of Custom Services.

On the MFP Console

1. Log into the Tools menu with your Administrator user ID and password.

2. Touch All Services. Ensure that you can see the Custom Services button. If not, power off/on the MFP and wait until the MFP is ready.

3. Enter the user name and password.

4. On the Machine Status screen, touch the Too ls tab.

5. Touch Accounting Settings > Accounting Mode.

6. On the Accounting Mode screen, touch Network Accounting, then touch Customize Prompts.

7. On the Customize User Prompts screen, touch Display Prompt 1 and 2, then touch Save. Failure to set this option causes transactions to be recorded against “Unidentified user”.

8. Set Code Entry Validation to Disabled.

9. Touch the Save button again to save all changes, then log off the MFP Console. Configuration at the console itself is now complete. You now need to complete the rest of the configuration via the web interface.

Setup Guide 2-3

MFP Configuration Embedded for Xerox ECSP

Configuration Via the Internet Services Interface

1. Open a Web browser and enter the URL http://<MFP IP address> in the Address field.

2. Select the Properties tab, and login with your User ID and Password when prompted.

3. In the left pane, click the General Setup folder, then select Custom Service Setup. The Custom Service Setup screen displays:

4. Click the Edit button beside the HTTP (SSL) option.

5. Ensure the Secure HTTP (SSL) option to Enabled (it is by default), then click Save to return to the Custom Service Setup screen.

6. Click the Edit button beside the Custom Service Registration option.

2-4 Setup Guide

Embedded for Xerox ECSP MFP Configuration

7. Click Enable All, then click Save.

Setup Guide 2-5

MFP Configuration Embedded for Xerox ECSP

Note

Ensure that both Authentication & Accounting Configuration and Job Limits are enabled. They are enabled by default. These services must be enabled via the Internet Services interface—not through the physical device. If these services are not enabled, errors occur when initializing the

Xerox

embedded device in System Manager, causing the Copy Stop feature to not work. Job Limits is not supported on all Xerox

devices.

8. In the Browser Settings section on the Custom Service Setup page, ensure the Enable the Custom Services Browser check box is selected (it is by default), and click Apply.

9. In the left pane, click the Security folder, then the Authentication subfolder, and then Setup.

10. On the Authentication & Authorization Setup page, click the Edit button to change the Authentication method.

2-6 Setup Guide

Embedded for Xerox ECSP MFP Configuration

Note

If the copier has not been previously configured, you may need to click the

button (instead of

Edit

and then work through a wizard to configure the copier.

11. On the Authentication, Authorization and Personalization page, do the following:

)

a. Select Xerox Secure Access Unified ID System from the Authentication method on the machine’s

touch interface drop-down list.

b. Select User Name/Password Validated Locally on the

Xerox

Machine from the Authentication

method on the machine’s web user interface drop-down list.

c. Select Locally on the

Xerox

Machine from the Authorization information is stored drop-down list.

d. ClickSave to apply the changes.

Setup Guide 2-7

MFP Configuration Embedded for Xerox ECSP

12. On the

Xerox

Secure Access Setup page, click the Manually Override Settings button.

13. On the Manual Override page, set the following:

a. In the Server Communication section, select the Enabled check box under the Embedded option if

you use a standard

Xerox

card reader. If you use a generic card reader, deselect the check box.

Note

The Embedded option must be Enabled on

Xerox

MFPs running ECSP firmware version 1.5 or 2.0 in order

for the attached card reader to operate normally.

b. In the Device Log In Methods section, select the preferred method.

c. In the Accounting Information section, select Automatically apply Account Codes from the

server.

2-8 Setup Guide

Embedded for Xerox ECSP MFP Configuration

14. Click Save to apply the changes, then click Close.

15. Click Close again to return to the Authentication & Authorization Setup page.

16. In the left pane, click the Security > Authentication > Tools & Feature Access.

17. In the Presets section, select the Custom Access option to select the services you want to control access to.

• Unlocked - the service appears on the control panel and is accessible without authentication.

• Locked - the service appears on the MPF control panel, but cannot be accessed until the user

authenticates.

• Hidden - the service does not appear on the control panel.

18. Click Apply to complete the configuration of this MFP.

19. Logout of the MFP’s configuration utility and close the web browser.

20. From the left pane, navigate to Accounting > Network Accounting. The Accounting screen displays:

Setup Guide 2-9

MFP Configuration Embedded for Xerox ECSP

21. From the Accounting Workflow row, click Edit... The Accounting Workflow screen displays:

22. Select Capture Usage from the drop-down list of any service from which you want to record transactions.

23. Click Save.

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WorkCentre 75xx Series

You must configure the WorkCentre 75xx series MFPs from both the MFP Console and via the Internet Services interface. Before you perform the configuration, ensure that Custom Services is installed on the MFP.

Locating Custom Services

Xerox

ECSP cannot be configured unless Custom Service is installed on the MFP. To determine if custom

services is installed on a WorkCentre 75xx series, perform these steps:

1. Open a Web browser and enter the URL http://<MFP IP address> in the Address field.

2. Select the Properties tab, and login with your Administrator user ID and password when prompted.

3. In the left pane, select the General Setup folder, then select Extensible Service Setup.

4. Click the Edit button beside the Extensible Service Registration option.

5. Click Enable All. The Custom Services button should now be present on the MFP user interface when All Services is selected.

If you cannot access or locate these options, contact

Setup Guide 2-11

Xerox

regarding correct installation of Custom Services.

MFP Configuration Embedded for Xerox ECSP

On the MFP Console

1. Log into the Tools menu with your Administrator user ID and password.

2. Touch All Services. Ensure that you can see the Custom Services button. If not, power off/on the MFP and wait until the MFP is ready.

3. Enter the user name and password.

4. On the Machine Status screen, touch the Too ls tab.

5. Touch Accounting Settings > Accounting Mode.

6. On the Accounting Mode screen, touch Network Accounting, then touch Customize Prompts.

7. On the Customize User Prompts screen, touch Display Prompt 1 and 2, then touch Save. Failure to set this option causes transactions to be recorded against “Unidentified user”.

8. Set Code Entry Validation to Disabled.

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Configuration Via the Internet Services Interface

1. Open a Web browser and enter the URL http://<MFP IP address> in the Address field.

2. Select the Properties tab, and login with your User ID and Password when prompted.

3. In the left pane, click the General Setup folder, then select Extensible Service Setup. The Extensible Service Setup screen displays:

4. Click the Edit button beside the HTTP (SSL) option.

5. Ensure the Secure HTTP (SSL) option is set to Enabled (it is by default), then click Save.

6. Click the Edit button beside the Extensible Service Registration option.

Setup Guide 2-13

MFP Configuration Embedded for Xerox ECSP

7. Click Enable All, then click Save.

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Embedded for Xerox ECSP MFP Configuration

Note

Xerox

embedded device in System Manager, causing the Copy Stop feature to not work. Job Limits is not supported on all Xerox

devices.

8. In the Browser Settings section on the Extensible Service Setup page, ensure the Enable the Extensible Services Browser check box is selected (it is by default). and click Apply.

9. In the left pane, click the Security >Authentication > Setup. The Authentication & Authorization Setup screen displays:

10. Click the Edit button to change the Authentication method.

Setup Guide 2-15

MFP Configuration Embedded for Xerox ECSP

Note

If the copier has not been previously configured, you may need to click the

button (instead of

Edit

and then work through a wizard to configure the copier.

11. On the Authentication, Authorization and Personalization page, do the following:

)

a. Select Xerox Secure Access Unified ID System from the Authentication method on the machine’s

touch interface drop-down list.

b. Select User Name/Password Validated Locally on the

Xerox

Machine from the Authentication

method on the machine’s web user interface drop-down list.

c. Select Locally on the

Xerox

Machine from the Authorization information is stored drop-down list.

d. Click Save to apply the changes.

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12. On the

Xerox

Access Setup page, click the Edit button beside the

under Configuration Setting.

13. On the

Xerox

Secure Access Setup page, click the Manually Override Settings button. The Manual

Override screen displays:

Xerox

Secure Access Setup option

Setup Guide 2-17

MFP Configuration Embedded for Xerox ECSP

14. On the Manual Override page, set the following:

a. In the Server Communication section, select the Enabled check box under the Embedded option if

you use a standard

Xerox

card reader. If you use a generic card reader, deselect the check box.

Note

The Embedded option must be Enabled on

Xerox

MFPs running ECSP firmware version 1.5 or 2.0 in

order for the attached card reader to operate normally.

b. In the Device Log In Methods section, select the preferred method.

c. In the Accounting Information section, select Automatically apply Account Codes from the

server.

15. Click Save to apply the changes, then click Close.

16. Click Close again on the

Xerox

Secure Access Setup page to return to the main Authentication

Configuration page.

17. Click the Edit button beside the Service Registration option. The Service Registration screen displays.

18. Select the services you want users to access, then click Save.

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19. In the left pane, click Security > Authentication > Tools & Feature Access. The Tools & Feature Access screen displays:

20. In the Presets section, select the Custom Access option to select the services you want to control access to:

• Unlocked - the service appears on the control panel and is accessible without authentication.

• Locked - the service appears on the MPF control panel, but cannot be accessed until the user

authenticates.

• Hidden - the service does not appear on the control panel.

21. Click Apply to complete the configuration of this MFP.

22. From the left pane, navigate to Accounting > Setup. The Accounting screen displays:

Setup Guide 2-19

MFP Configuration Embedded for Xerox ECSP

23. From the Accounting Workflow row, click Edit... The Accounting Workflow screen displays:

24. Select Capture Usage from the drop-down list of any service from which you want to record transactions.

25. Click Save.

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