Xerox WORKCENTRE 275, WORKCENTRE PRO 245, WORKCENTRE 265, WORKCENTRE 255, WORKCENTRE 245, WORKCENTRE PRO 238, WORKCENTRE PRO 232, WORKCENTRE PRO 265 User Manual
ARetrieving the Certificate from a Domain Controller or OCSP Server
BDetermining the Domain in which your Card is Registered
CDownloading the Xerox WorkCentre Software
Xerox® Smart Card
Installation Guide
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Xerox® Smart Card
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Introduction
The Xerox Smart Card solution brings an advanced level of security to sensitive information.
Organizations can restrict access to the walk-up features of a Xerox device. This ensures only
authorized users are able to copy, scan, email and fax information.
The key benefit of this solution is its two-factor identification requirement. Users must insert their
access card and enter a unique Personal Identification Number (PIN) at the device. This provides
added security in the event that a card is lost or stolen.
Once validated, a user is logged into the Xerox device for all walk-up features. The system allows for
functions to be tracked for an added layer of security.
The Xerox Smart Card enablement kit integrates with Xerox multifunction printers and existing smart
and personal identity verification cards and readers.
This guide explains how to install and configure the Smart Card solution. It identifies the resources and
equipment required to complete a successful installation.
Should you require any further information, please contact your Local Xerox Representative.
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Introduction
Compatibility
This solution is compatible with the following Xerox WorkCentre and WorkCentre Pro
232/238/245/255/265/275 configurations:
ConfigurationSoftware Level
WorkCentre Basic Multifunction
WorkCentre Pro Advanced Multifunction
WorkCentre Basic Multifunction with PostScript
12.xx.xxx.xxx
13.xx.xxx.xxx
14.xx.xxx.xxx
To identify the software level on your machine, perform the following steps:
1.Press the button on the control panel.
2.Select Machine Details.
The System Software Version number displays.
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Introduction
Supported Card Types
The customer is responsible for purchasing and configuring the access cards. The following card types
are recommended:
Other card types may function with the solution, but have not been validated.
Supported Card Readers
The customer is responsible for providing a card reader for each Xerox WorkCentre device. The
following card readers are compatible with the solution:
•Gemplus GemPC USB SL
•Gemplus GEMPC Twin
•SCM Micro SCR3310
•SCM Micro SCR3311
•OmniKey Cardman 3021 USB
•OmniKey Cardman 3121 USB
•ActivCard USB Reader V2 with SCR-331 firmware
Other CCID compliant readers may function with the solution, but have not been validated.
Additional information from your System Administrator may be required to validate which card reader
works best in your environment.
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Introduction
Documentation and Support
The following information resources are also available:
•System Administration CD (CD1)
Contained in the CD Pack delivered with your machine, the System Administration CD (CD1) offers
detailed information on configuring your machine for network printing and instructions on
installing any of the optional features.
The System Administration CD (CD1) is intended for System/Machine Administrators.
•Training and Information CD (CD2)
For detailed information on any of the features or functions available on your machine, please
refer to the Training and Information CD (CD2), contained in the CD Pack delivered with your
machine.
•Utilities CD (CD3)
Contained in the CD Pack, the Utilities CD (CD3) contains a utility for upgrading to new versions of
software on the machine.
•Xerox Welcome Center
For further information or advice, contact the Xerox Welcome Center.
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Preparation
This section explains the preparation and resources required to install the Smart Card.
The installation will take approximately one hour for each device. The following items are required in
order to complete the installation:
ItemSupplier
2
Compatible Card Reader (refer to Supported Card Types on
page 7)
Compatible Access Card (refer to Supported Card Readers on
page 7)
Smart Card Enablement Kit 498K17541Xerox
WorkCentre Software Upgrade Files
(refer to Downloading the Xerox WorkCentre Software on page 47
for download instructions)
TCP/IP enabled on the WorkCentreCustomer
DNS Host name or static IP address assignedCustomer
Network Settings to be checked to ensure network is fully
functional
Domain Controller (DC) information:
• Domain Controller authentication environment
• lP address or Host Name
• Domain information
• Domain Controller Root and Intermediate certificates
• Check that all certificates are in 64 bit X.509 format
• Determine if the DC is registered with the OCSP at this site
Customer
Customer
Xerox / Customer
Customer
Customer
OCSP Server Information:
•OCSP Server URL
• OCSP - Root and Intermediate Certificates
• Check that all certificates are in 64 bit X.509 format
Proxy Server configuration detailsCustomer
To set up the Domain Controller (DC) validation, you will need to determine if your site validates the
DC against the OCSP server. Many sites use OCSP to validate individuals, but do not register the DC
with it. If you set up the Xerox WorkCentre device to validate the DC and it isn't registered, the
procedure will fail.
Customer
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Preparation
If your site does register the DC with OCSP, you will need to decide whether:
•to validate the DC against OCSP before validation of the user, or
•to validate the DC after validation of the user
The first method requires installation of the DC certificate as part of this procedure and is the more
accepted method for validation. The second method retrieves the DC certificate automatically for each
authentication and doesn't require installation of the DC certificate onto the Xerox WorkCentre device.
An additional option is to combine the first and second options and compare the retrieved DC
certificate to the one stored at installation. This provides the most security as it prevents rogue DCs
masquerading as the real DC.
Note: Certificates are often obtained from the Information Technology professionals that support
your organization. If you are unable to obtain the required certificates, refer to the process
outlined in Appendix A. You can determine the domain that you are registered in using the process
outlined in Appendix B.
Server Specifications
Prior to installation, ensure your network infrastructure supports Smart Card or Personal Identification
Verification (PIV).
Names or IP addresses of all servers and domains are required during setup.
Electrical Requirements
The USB port on the back of the Xerox WorkCentre network controller provides the power required for
any of the supported card readers.
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Installation
This section provides instructions for installing and configuring the Smart Card solution.
There are 4 main installation procedures to follow in sequence.
•Software Installation:
Upgrading the Xerox WorkCentre software to enable the Smart Card to be configured.
•Configuring Smart Card:
Enabling the Smart Card function and customizing the settings.
•Hardware Installation:
Unpacking the Smart Card enablement kit and installing the card reader device.
•Using the Smart Card:
Instructions on how to use the card reader device to access the Xerox WorkCentre functions.
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Installation
Software Installation
Ensure you have downloaded the Xerox WorkCentre software required prior to performing these
instructions. For further information, refer to Downloading the Xerox WorkCentre Software on page 47.
If your policy is to use a Proxy Server to reach external addresses, ensure the proxy is turned off at your
browser before beginning the software install process. You also have the option of sending the Xerox
WorkCentre to the list of exceptions that do not use the Proxy Server.
Follow the instructions below to install the Xerox WorkCentre software.
Note: Some of the steps shown may require the System Administration password for the Xerox
WorkCentre to be entered.
1.Access CentreWare Internet Services
a.At the workstation open your web browser.
b.In the URL field, enter http:// followed by the IP Address of the device. For example: If the IP
Address is 192.168.100.100, enter the following into the URL field: http://192.168.100.100.
c.Press the Enter key on your workstation keyboard.
The default Status window displays.
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2.Enable software upgrades
a.To ensure software Upgrades is enabled, select Properties. A pop-up window prompts for
administrator log on.
b.Enter User name and Password and select OK.
c.Once authenticated, select Services.
d.Select Machine Software then Upgrades.
e.Ensure the Enabled box is checked, then select Apply.
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Installation
3.Locate the software
a.To locate the software file for uploading, select Properties then Services.
b.Select Machine Software then Manual Upgrade.
c.Browse to the location of the software which was downloaded from the Xerox website and
select the file.
The path to the software file displays in the browse window.
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4.Install the software on the Xerox WorkCentre
a.Select Install Software.
The software file is uploaded and takes approximately 10 minutes.
Once the software file has been uploaded a pop-up window displays File has been Submitted.
The status of the upgrade is shown at the Xerox WorkCentre and the CentreWare Internet Services
interface is no longer accessible.
b.Close the browser.
Installation
5.Check the upgrade status
a.At the Xerox WorkCentre local user interface,
the xxx.dlm job appears and starts
processing. The software upgrade begins.
b.Once the software has been upgraded, the
Xerox WorkCentre reboots automatically.
Note: The system may reboot more than once,
depending on the software level of the machine
before the upgrade.
c.Once the installation is complete, the Xerox WorkCentre prints a Software Upgrade Report to
indicate a successful upgrade.
d.A Configuration Report is also printed which shows the new software level.
Note: These reports only print if the Printing Configuration Reports setting has been enabled.
The Smart Card settings are now ready for configuring using the CentreWare Internet Services
interface.
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Installation
Configuring the Smart Card
Once the Xerox WorkCentre has received the software upgrade, the Smart Card can be configured and
enabled using CentreWare Internet Services.
Follow the instructions below to enable and configure the Smart Card:
1.Access CentreWare Internet Services
a.At the workstation open your web browser.
b.In the URL field, enter http:// followed by the IP Address of the device. For example: If the IP
Address is 192.168.100.100, enter the following into the URL field: http://192.168.100.100.
c.Press the Enter key on your workstation keyboard.
The default Status window displays.
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2.Configure the date and time to update automatically
a.Prior to configuring the date and time to update automatically, the Network Time Protocol
(NTP) must be enabled on a hidden web page.
b.Go to http://device IP Address/diagnostics/ntpaccess.dhtml.
c.Select the Enabled checkbox and then
select Apply.
d.At the CentreWare Internet Services screen,
select Properties then General Setup.
e.Select Date and Time.
Note: A pop-up window may appear requiring you to login.
Installation
f.Ensure the NTP Enabled box is checked for the Network Time Protocol option, then enter the
IP Address or the NTP Host Server Name.
In most cases this will be your DHCP server, and it will provide the time in Greenwich which must
be corrected for your time zone by the GMT offset.
g.Select Apply.
h.At the Offset of Local Time Zone option select the GMT offset that is correct for your region.
Note: The sign in front of the number is important. Most of Europe is plus of Greenwich Mean
Time, while North America is minus.
Note: If Network Time Protocol is not available, check that the time set on the device matches the
network time on the Domain Controller Authentication Server.
i.Exit General Setup.
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Installation
j.To determine the network time, view the time as displayed on your computer. To observe or
set the time on the machine use the following instructions:
•At the Xerox WorkCentre, press the
Access button on the control panel.
•Input your User Name and/or
Password.
•Select Go to Tools.
•Select System Settings.
•Select Time and Date.
•Select Set Date and Time.
•Select Set Time.
•Observe the time and if it is not correct,
validate that the GMT offset is correct
for your region.
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3.Configure the CAC settings
a.Select Security and then General.
b.Select Authentication Server and then CAC/PIV.
c.Select the Feature Coverage required:
•All Features restricts access to all features, including Scanning.
•Scanning Features Only restricts access to all features managed by the network
controller e.g. Scan to File, E-mail, Server Fax and Internet Fax. Copy and Embedded Fax
are not restricted. This option is the default setting.
d.Enter the Smart Card Timeout required between 1 and 120 minutes. The default setting is 5
minutes.
If the machine is inactive for the period of time specified, it will end the session automatically.
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Installation
4.Domain Controller validation
If your site does not register the DC with OCSP:
a.Uncheck all three Domain Controller Validation boxes and add the required Domain
Controller(s).
If you wish to validate the DC against OCSP before validation of the user:
b.Check the box for Validate the Domain Controller Before CAC/PIV Authentication.
c.Enter the OCSP Server Service URL details.
Note: Depending on your environment, these details may be case sensitive.
If you wish to validate the DC against OCSP after validation of the user:
d.Check the box for Validate Domain Controller Certificate via OCSP after CAC/PIV User
Authentication.
e.Enter the OCSP Server Service URL details.
f.If you wish to validate the DC certificate retrieved as part of the user authentication process
against the one stored during installation, check the box for Domain Controller Signature must match uploaded Domain Controller Certificate.
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5.Upload certificates
a.Load the DC root and intermediate certificates and the OCSP root and intermediate
certificates:
b.Select the Link to Security > Trusted Certificate Authorities Page option or select Trusted
Certificate Authorities from the menu.
c.At the Trusted Certificates Authorities screen, select Add.
Installation
d.Browse to the previously retrieved certificates and add them one at a time.
e.Select the certificate then select the
Upload Certificate Authority button to
add each one.
f.Repeat the process until all certificates are
installed.
g.Select Close.
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Installation
6.Enter the Domain Controller details for the authentication server.
a.Determine how many Domain Controllers used in your environment need to be accessed
from the particular device.
b.Identify the order the Domain Controllers should be interrogated when users present their
card for authentication. The Domain Controller which services most of your users should be
first followed by less popular Domain Controllers.
c.Enter the controllers in the preferred search order.
Note: The search order can be modified at a later date.
d.Select Add.
e.Ensure the Domain Controller Type is
configured correctly for your authentication
environment.
f.Enter the IP Address or enter the Domain
Controller Host Name.
g.Ensure Port 88 is selected unless your
Kerberos Port is different.
h.Enter the Domain Controller Name. This must be the fully qualified Domain Controller name.
i.At the Domain Controller Certificate option select Add and browse to the Domain Controller
Certificate.
Note: If you are unable to obtain the required certificates, refer to Retrieving the Certificate from a
Domain Controller or OCSP Server on page 41.
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j.Select the Certificate then select Upload
Domain Controller Certificate.
If the Domain Controller certificate is not
available, the certificate that was used to
issue the Domain Controller certificate can
be uploaded instead.
The Domain Controller certificate, or its
issuing certificate is needed by the device to validate the interactions between the device and
the domain controller.
k.Select Save.
l.Repeat the process to enter the details for all Domain Controllers. If an error is made, select
the Domain Controller from the list, and make any corrections.
m.Select Edit.
n.Make any changes, then Select Save.
Note: To change the Domain Controller search order, select the controller and use the up and
down arrows on the right side of the screen to promote or demote the controller order.
7.Check the Proxy Server details are configured
a.If required by your network environment, ensure the Proxy Server details have been
configured.
b.Select the Properties tab, then Connectivity, Protocols and Proxy Server and enter the
details.
c.Select Apply.
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Installation
8.Reboot the Xerox WorkCentre
a.If switching authentication modes another reboot may be required.
b.Select Status, then General and Reboot Machine.
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Hardware Installation
Install the card reader device using the following instructions.
1.Unpack the Smart Card Enablement Kit
•The kit contains the following items:
•Xerox Smart Card Enablement Guide
•Four Dual Lock Fastener pads (Velcro)
•Three Cable Ties
•One Ferrite Bead
•Ensure you have read the licence agreement and agree to the terms and conditions specified
prior to installation.
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Installation
4
2.Locate the card reader device being installed
•There are four types of card reader available, one upright model or three slimline models.
•Locate the device being installed and ensure it has been configured.
Note: The System Administrator should configure the cards prior to the card reader being installed
on the machine.
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3.Attach the ferrite bead to the reader cable
Note: The ferrite bead should be clipped onto the cable directly behind the connector.
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Installation
4.Attach the fasteners to the card reader device
•Fasteners have been provided to secure the card reader to the Xerox WorkCentre.
•Peel back the fastener backing strip.
•Position the fastener on the under-side of the card reader, as shown.
•Repeat for each of the fasteners supplied.
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5.Remove the fastener backing strips
•When all the fasteners have been attached to the card reader, remove the backing strips on
each of the fasteners.
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Installation
6.Place the card reader on the Xerox WorkCentre
•Gently place the card reader on the Xerox WorkCentre shelf (do not fix in place at this point).
•Position the card reader in a suitable location, ensure it does not obstruct the opening of the
document handler side cover.
•Check the cable has sufficient length to connect to the rear of the network controller.
•Once it is in a suitable location, press firmly on the card reader to fix it in place.
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7.Connect the card reader to the Xerox WorkCentre
•Insert the USB connection into the slot provided on the rear of the network controller.
•Use the cable ties provided to ensure the cabling is neat and tidy.
Installation
The hardware installation is now complete.
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Installation
8.Confirm the installation
•When the card reader and the software has
been installed and configured, the Card Reader Detected screen displays on the
Xerox WorkCentre local user interface.
•Select OK.
Smart Card is now ready for use.
Note: If the card reader is not detected, refer to
Troubleshooting Tips on page 37 for information.
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Installation
Using Smart Card
Once the Smart Card has been enabled, each user must insert a valid card and enter their Personal
Identification Number (PIN) on the touch screen. When a user has finished using the Xerox
WorkCentre, they are then required to remove their card from the card reader to end the session. For
instances where a user forgets to remove their card, the machine will end the session automatically
after a specified period of inactivity.
Follow the instructions below to use the Smart Card:
1.The Authentication Required window may
display on the touch screen, depending on your
machine configuration.
2.Insert your card into the card reader.
3.Use the touch screen and numeric keypad to
enter your PIN and then select Enter.
If the card and PIN are authenticated, access is
granted.
Note: If the access attempt fails, refer to
Troubleshooting Tips on page 37.
4.Complete the job.
5.To end the session, remove your card from the card reader.
The current session is terminated and the Authentication Required window displays.
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Installation
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Troubleshooting
For optimal performance from your card reader, ensure the following guidelines are followed:
•The Card Reader is only compatible with network connected products.
•Ensure the Card Reader is plugged into the Network Controller. Refer to Connect the card reader to
the Xerox WorkCentre on page 31.
•Do not position the Card Reader in direct sunlight or near a heat source such as a radiator.
•Ensure the Card Reader does not get contaminated with dust and debris.
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Troubleshooting
Fault Clearance
When a fault occurs, a message displays on the User Interface which provides information relating to
the fault. If a fault cannot be resolved by following the instructions provided, refer to Troubleshooting
Tips on page 37.
If the problem persists, identify whether it is related to the card reader device or the Xerox WorkCentre.
•For problems with the card reader device, contact the manufacturer for further assistance.
•For problems relating to the Xerox WorkCentre, contact the Xerox Welcome and Support Center.
The Welcome and Support Center will want to know the nature of the problem, the Machine Serial
number, the fault code (if any) plus the name and location of your company.
•Contact Xerox using the numbers 1-800-ASK-XEROX or 1-800-275-9376.
Locating the Serial Number
1.Press the Machine Status button on the control
panel.
The Machine Information screen displays.
2.Select Machine Details to display the Customer
Support Number for the Welcome and Support
Center and the Machine Serial Number.
Note: The serial number can also be found on a metal plate inside the front door.
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Troubleshooting
Troubleshooting Tips
The table below provides a list of problems and the possible cause and a recommended solution.
If you experience a problem during the installation process please refer to the During Installation
problem solving table below.
If you have successfully installed the Smart Card solution but are now experiencing problems, refer to
the After Installation troubleshooting tips on page 38.
During Installation:
ProblemPossible CauseSolution
Card reader is installed but no
message displays on the User
Interface
•Card reader is faulty.• Try a different card reader.
• Contact the System
Administrator.
• Card reader connection is
fau lty.
• Card reader is not compatible.• Check that the card reader is
• Smart Card access is not
enabled on the machine.
• Check the cable is plugged in
correctly. Refer to Connect the
card reader to the Xerox
WorkCentre on page 31 for
instructions.
• Unplug the card reader cable
then plug back in.
• Plug the card reader into a
different USB port.
on the list of compatible
devices, refer to Supported
Card Readers on page 7.
• Enable CAC through the
Properties set up screens using
CentreWare Internet Services,
refer to Configure the CAC
settings on page 19.
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Troubleshooting
After Installation:
ProblemPossible CauseSolution
Authentication failures• Incorrect PIN has been
entered.
• Card is locked due to too
many failed PIN attempts.
• Unable to find identity
certificate.
• Identity certificate has been
revoked.
• Authentication with Domain
Controller Failed.
• Unable to validate server
certificate.
• Smart Card Authentication
System Failed.
• Authentication Failed.
• System Administrator has
not selected All Features or
Scanning Service Only.
• Retry entering the correct
PIN. If problem persists,
contact the System
Administrator for advice.
• Contact Registration
Authority to reload or to get
a new card.
• Check network cable is firmly
connected.
•Contact the System
Administrator.
•Contact the System
Administrator.
Time for date mismatch error• There is a mismatch between
the time and date setting on
the Xerox WorkCentre and
the authentication server
time or date setting.
• Verify that Network Time
Protocol is properly set up.
• Verify that GMT offset is
correct for your region, refer
to Configure the date and
time to update
automatically on page 17.
• Verify that GMT offset is
correct for Daylight Savings
Time.
•Contact your System
Administrator.
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ProblemPossible CauseSolution
Troubleshooting
Cannot see the CentreWare
Internet Services web page after
software upgrade
• IP Address incorrect or has
been reset.
• Check the IP Address printed
on the configuration report.
Ensure the DHCP settings
match your site settings.
• To print a configuration
report at the Xerox
WorkCentre, select Machine Status, then Print Reports
and Print System Config Report.
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Troubleshooting
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Retrieving the Certificate
from a Domain
Controller or OCSP Server
1.Access the Domain Controller using a web browser using the following syntax:
https://IP Address of the Domain Controller:636
For example: https://111.222.33.44:636 where
111.222.33.44 is the IP address of the appropriate server.
A Security Alert warning window is displayed, similar to
the one shown.
2.Click on View Certificate to proceed.
If the window does not display, double click on the
padlock icon in the lower right hand corner of your
browser window.
A
The Certification Information window is displayed.
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Retrieving the Certificate from a Domain Controller or OCSP Server
3.Select the Details tab.
Record the name of the Certificate Authority (CA) that
issued this certificate, the "Issuer".
A certificate from this CA will be required during Smart Card setup.
4.Select the Copy to File button.
The Certification Export Wizard is displayed.
5.Select Next.
6.Select Base-64 encoded X.509 (.CER).
7.Select Next.
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Retrieving the Certificate from a Domain Controller or OCSP Server
8.Select Browse.
Browse to a directory to save the Certificate.
9.Enter a filename for the Certificate and select Save.
10. Select Next.
11. Select Finish.
The Certificate is retrieved from the server and saved in
the selected directory.
A pop-up message will confirm that the Certificate has
been successfully saved.
Once saved the Certificate can be loaded onto the
device.
This process can be repeated to retrieve the Certificates from
each of the required servers.
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Retrieving the Certificate from a Domain Controller or OCSP Server
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Determining the
B
Domain in which your
Card is Registered
1.From your PC, click the Start menu and right click on My Computer.
2.From the drop down list, select Properties.
When the System Properties window opens, click on the Computer Name tab.
Beneath the Full Computer name is the Domain Name.
3.Copy and paste the Domain Name directly into the CAC setup page on the Internet Services user
interface.
Refer to for instructions.
4.Select Cancel to close the System Properties window.
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Determining the Domain in which your Card is Registered
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Downloading the Xerox
C
WorkCentre Software
Additional software is required in order for the Xerox WorkCentre to function with the Smart Card. The
software must be downloaded from the website specified prior to installation.
Use the following instructions to download the Xerox WorkCentre software:
1.Identify the Xerox WorkCentre software level
a.Press the button on the control panel.
b.Select Machine Details. The System
Software Version number displays.
c.Make a note of the software version in the
space provided below. This will be required
when selecting which file to download from
the Xerox website.