Xerox WorkCentre 3655 Administrator's Guide

Xerox® WorkCentre® 3655 Multifunction Printer Imprimante multifonction
System Administrator Guide Guide de l’administrateur système
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Document version 1.0: September 2014
BR9382_en-us

Contents

1 Introduction 13
Overview ............................................................................................................................................................................... 14
Configuration Steps ................................................................................................................................................. 14
More Information ............................................................................................................................................................. 15
2 Initial Setup 17
Physically Connecting the Printer .............................................................................................................................. 18
Assigning a Network Address ...................................................................................................................................... 19
Connecting the Printer to a Wireless Network ..................................................................................................... 20
Accessing Administration and Configuration Settings ..................................................................................... 21
Accessing the Control Panel as a System Administrator ......................................................................... 21
Accessing CentreWare Internet Services as a System Administrator ................................................ 21
Initial Setup at the Control Panel .............................................................................................................................. 22
Installation Wizard .................................................................................................................................................. 22
Quick Setup Home .................................................................................................................................................... 22
Setting the Measurement Units ......................................................................................................................... 22
Installing Optional Software Features ............................................................................................................ 23
Initial Setup in CentreWare Internet Services ...................................................................................................... 24
Printing the Configuration Report ..................................................................................................................... 24
Restricting Access to the Printer ......................................................................................................................... 24
Using the Configuration Overview Page......................................................................................................... 25
Assigning a Name and Location to the Printer ............................................................................................ 25
Selecting Services to Appear on the Touch Screen .................................................................................... 25
Installing Optional Software Features ............................................................................................................ 26
Supplies Plan Activation Code ............................................................................................................................. 26
Physical Connection Settings .............................................................................................................................. 27
Changing the System Administrator Password ...................................................................................................
Changing the System Administrator Password at the Control Panel ................................................. 28
Setting the Date and Time ........................................................................................................................................... 29
Setting the Date and Time in CentreWare Internet Services ................................................................ 29
Setting the Date and Time at the Control Panel ........................................................................................ 29
28
3 Network Connectivity 31
Connecting to a Wireless Network ............................................................................................................................ 32
Configuring Wireless Settings Manually ......................................................................................................... 33
Connecting Directly to a Wireless Network ........................................................................................................... 34
IP .............................................................................................................................................................................................. 35
Enabling TCP/IP ......................................................................................................................................................... 35
Configuring the Network Address Manually at the Control Panel ...................................................... 35
Configuring DNS Settings at the Control Panel .......................................................................................... 36
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Configuring IP Settings in CentreWare Internet Services ....................................................................... 36
FTP/SFTP Filing .................................................................................................................................................................. 40
Configuring FTP and SFTP Filing Settings ...................................................................................................... 40
IPP ........................................................................................................................................................................................... 41
SLP ........................................................................................................................................................................................... 42
Configuring SLP ......................................................................................................................................................... 42
SNMP ..................................................................................................................................................................................... 43
Enabling SNMP .......................................................................................................................................................... 43
Configuring SNMPv1/v2c ...................................................................................................................................... 43
Configuring SNMPv3 ............................................................................................................................................... 44
Configuring SNMP Advanced Settings ............................................................................................................ 45
LPR/LPD ................................................................................................................................................................................. 46
SSDP ....................................................................................................................................................................................... 47
Microsoft Networking ..................................................................................................................................................... 48
Configuring Microsoft Networking .................................................................................................................... 48
Configuring WINS .................................................................................................................................................... 48
Raw TCP/IP Printing ......................................................................................................................................................... 49
Configuring Raw TCP/IP Settings ...................................................................................................................... 49
Configuring Raw TCP/IP Advanced Settings ................................................................................................ 49
SMB Filing ............................................................................................................................................................................ 51
Configuring Kerberos Authentication Options for SMB ........................................................................... 51
SMTP Server ........................................................................................................................................................................ 52
Configuring SMTP Server Settings .................................................................................................................... 52
Configuring SMTP Authentication Settings .................................................................................................. 52
Configuring SMTP Connection Encryption Settings .................................................................................. 53
Configuring SMTP File Size Management ..................................................................................................... 53
Testing SMTP Configuration Settings.............................................................................................................. 53
LDAP ....................................................................................................................................................................................... 54
Adding LDAP Server Information ...................................................................................................................... 54
Adding or Editing LDAP Servers in CentreWare Internet Services ....................................................... 55
Configuring LDAP Server Optional Information .......................................................................................... 55
Configuring LDAP Contexts .................................................................................................................................. 56
Configuring LDAP User Mappings ..................................................................................................................... 56
LDAP Custom Filters ................................................................................................................................................ 57
HTTP ....................................................................................................................................................................................... 58
Enabling HTTP at the Control Panel ................................................................................................................. 58
Configuring HTTP Settings in CentreWare Internet Services ................................................................ 58
Accessing HTTP Web Services ............................................................................................................................. 58
HTTP Web Services .................................................................................................................................................. 59
Accessing HTTP Advanced Settings .................................................................................................................. 59
HTTP Advanced Settings ....................................................................................................................................... 59
POP3 ....................................................................................................................................................................................... 60
Proxy Server ......................................................................................................................................................................... 61
Configuring the Proxy Server ............................................................................................................................... 61
NTP ......................................................................................................................................................................................... 62
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WSD ........................................................................................................................................................................................ 63
Enabling WSD ............................................................................................................................................................ 63
NetWare ............................................................................................................................................................................... 64
Configuring NetWare General Settings .......................................................................................................... 64
Enabling SAP ............................................................................................................................................................... 64
Bindery Settings ........................................................................................................................................................ 65
Configuring NetWare Directory Services (NDS) Settings ........................................................................ 65
NDPS/NEPS .................................................................................................................................................................. 65
AppleTalk .............................................................................................................................................................................. 66
Before You Begin ...................................................................................................................................................... 66
Configuring AppleTalk ............................................................................................................................................ 66
4 Security 67
Setting Access Rights ...................................................................................................................................................... 68
Authentication ........................................................................................................................................................... 68
Authorization .............................................................................................................................................................. 69
Personalization .......................................................................................................................................................... 69
Setting the Login Method ..................................................................................................................................... 69
Configuring Authentication Settings ....................................................................................................................... 70
Configuring Local Authentication Settings ................................................................................................... 70
Configuring Network Authentication Settings ............................................................................................. 71
Configuring Xerox Secure Access Unified ID System Authentication Settings ............................. 73
Configuring Convenience Authentication Settings .................................................................................... 75
Configuring Smart Card Authentication Settings ....................................................................................... 76
Configuring Authorization Settings .......................................................................................................................... 79
Setting the Authorization Method ....................................................................................................................
Configuring Local Authorization Settings ...................................................................................................... 79
Configuring Network Authorization Settings ............................................................................................... 79
User Permissions ....................................................................................................................................................... 80
Secure HTTP (SSL) ............................................................................................................................................................ 87
Using SSL for all HTTP Communication .......................................................................................................... 87
FIPS 140-2 ........................................................................................................................................................................... 88
Enabling FIPS 140 Mode and Checking for Compliance ......................................................................... 89
Stored Data Encryption .................................................................................................................................................. 90
Enabling Encryption of Stored Data ................................................................................................................. 90
IP Filtering ............................................................................................................................................................................ 91
Creating or Editing an IP Filter Rule ................................................................................................................. 91
Editing an IP Filter Rule .......................................................................................................................................... 91
Arranging the Execution Order of IP Filter Rules ........................................................................................ 92
Audit Log .............................................................................................................................................................................. 93
Enabling Audit Log ................................................................................................................................................... 93
Saving an Audit Log................................................................................................................................................. 93
Saving an Audit Log to a USB Flash Drive ..................................................................................................... 93
Interpreting the Audit Log .................................................................................................................................... 94
Installation Policies .......................................................................................................................................................... 95
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McAfee Embedded Control .......................................................................................................................................... 96
Setting the Security Level ...................................................................................................................................... 96
Setting the Alert Options ....................................................................................................................................... 97
IPsec ....................................................................................................................................................................................... 98
Enabling IPsec ............................................................................................................................................................ 98
Managing Actions .................................................................................................................................................... 98
Managing Protocol Groups ................................................................................................................................... 98
Creating a New Action ........................................................................................................................................... 99
Editing or Deleting an Action ............................................................................................................................ 101
Managing Host Groups ........................................................................................................................................ 101
Managing Security Policies ................................................................................................................................. 102
Security Certificates ....................................................................................................................................................... 103
Installing Certificates ............................................................................................................................................ 103
Creating and Installing a Xerox
Installing the Generic Xerox
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Device Certificate ............................................................................... 104
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Trusted CA Certificate ............................................................................. 105
Creating a Certificate Signing Request ......................................................................................................... 105
Installing Root Certificates ................................................................................................................................. 106
Installing Domain Controller Certificates .................................................................................................... 107
Viewing, Saving, or Deleting a Certificate .................................................................................................... 107
Specifying the Minimum Certificate Key Length ...................................................................................... 107
802.1X ................................................................................................................................................................................. 108
Enabling and Configuring 802.1X in CentreWare Internet Services ................................................ 108
System Timeout .............................................................................................................................................................. 110
Setting System Timeout Values ....................................................................................................................... 110
Setting System Auto Resume Values after Stop ....................................................................................... 110
Overwriting Image Data .............................................................................................................................................. 112
Enabling Immediate Job Overwrite ................................................................................................................ 112
Disk Overwrite Modes ........................................................................................................................................... 112
Manually Deleting Image Data........................................................................................................................ 113
Scheduling Routine Deletion of Image Data ............................................................................................. 113
PostScript Passwords ..................................................................................................................................................... 115
Enabling or Creating PostScript Passwords ................................................................................................. 115
USB Port Security ............................................................................................................................................................ 116
Enabling or Disabling USB Ports ....................................................................................................................... 116
Hiding User Names on the Control Panel ............................................................................................................. 117
Verifying the Software ................................................................................................................................................. 118
Restricting Print File Software Updates ................................................................................................................ 119
Specifying Email and Internet Fax Recipient Restrictions ............................................................................ 120
Disabling the System Administrator Password Reset ...................................................................................... 121
5 Printing 123
Paper Management ....................................................................................................................................................... 124
Setting Default Paper Type and Color ........................................................................................................... 124
Enabling Paper Substitution .............................................................................................................................. 124
Enabling Required Paper Policies ..................................................................................................................... 124
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Selecting Paper Tray Settings ........................................................................................................................... 125
Setting Paper Size Preference ........................................................................................................................... 125
Saving and Reprinting Jobs ........................................................................................................................................ 126
Enabling the Reprint Saved Jobs Feature ..................................................................................................... 126
Create and Manage Saved Jobs Folders ...................................................................................................... 126
Saving and Printing Jobs ..................................................................................................................................... 127
Backing up Saved Jobs ......................................................................................................................................... 127
Restoring Saved Jobs from an FTP Repository ........................................................................................... 128
Printing Jobs from CentreWare Internet Services ............................................................................................ 129
Configuring General Print Settings ......................................................................................................................... 130
Printing an Error Sheet ................................................................................................................................................. 131
Managing Banner Page Printing Options ............................................................................................................. 132
Enabling Banner Page Printing in CentreWare Internet Services ...................................................... 132
Enabling Banner Page Printing at the Control Panel .............................................................................. 132
Enabling Banner Page Printing in the Print Driver .................................................................................... 133
Configuring Secure Print Settings ............................................................................................................................ 134
Configuring Secure Print Device Policies ...................................................................................................... 134
Configuring Secure Print Driver Defaults ...................................................................................................... 134
Hold All Jobs ...................................................................................................................................................................... 135
Configuring the Hold all Jobs Feature ........................................................................................................... 135
UNIX, Linux, and AS/400 Printing ........................................................................................................................... 136
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Printer Manager ....................................................................................................................................... 136
Printing from a Linux Workstation .................................................................................................................. 137
Adding the Printer .................................................................................................................................................. 137
Printing with CUPS .................................................................................................................................................
AS/400 ......................................................................................................................................................................... 138
Print from USB ................................................................................................................................................................. 139
Enabling Print from USB ...................................................................................................................................... 139
Print from Mailbox ......................................................................................................................................................... 140
Enabling Print From Mailbox ............................................................................................................................. 140
AirPrint ................................................................................................................................................................................. 141
Allowing Users to Interrupt Active Print Jobs ..................................................................................................... 142
Specifying Output Settings ......................................................................................................................................... 143
Contents
137
6 Copying 145
Specifying Default Copy Settings at the Control Panel ................................................................................. 146
Setting Copy Options .................................................................................................................................................... 147
Changing the Reading Order ..................................................................................................................................... 148
Setting Copy Presets ...................................................................................................................................................... 149
Accessing Copy Presets ........................................................................................................................................ 149
Edge Erase Presets .................................................................................................................................................. 149
Changing Image Shift Presets .......................................................................................................................... 149
Changing Reduce/Enlarge Presets .................................................................................................................. 150
Specifying ID Card Copy Settings ........................................................................................................................... 151
Disabling Automatic Image Rotation .................................................................................................................... 152
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Enabling Toner Saver .................................................................................................................................................... 153
Specifying Output Settings ......................................................................................................................................... 154
7 Scanning 155
Scanning to a Folder on the Printer ........................................................................................................................ 156
Enabling or Disabling Scan to Mailbox .......................................................................................................... 156
Setting Scan Policies .............................................................................................................................................. 156
Managing Folders and Scanned Files ............................................................................................................ 157
Scanning to an Email Address ................................................................................................................................... 160
Email ............................................................................................................................................................................ 160
Workflow Scanning ........................................................................................................................................................ 165
Enabling Workflow Scanning ............................................................................................................................. 165
Configuring File Repository Settings .............................................................................................................. 165
Creating and Configuring Templates ............................................................................................................ 171
Configuring a Template to Create a Password-Protected PDF ........................................................... 176
Configuring Workflow Scanning General Settings ................................................................................... 177
Setting Scanned Image File Naming Conventions .................................................................................. 177
Configuring Custom File Naming .................................................................................................................... 178
Configuring Template Pool Repository Settings ....................................................................................... 179
Updating the List of Templates at the Control Panel ............................................................................. 179
Setting Template Display Settings for the Control Panel ..................................................................... 179
Configuring a Validation Server ....................................................................................................................... 180
Editing Domain and Email Filter Settings ............................................................................................................ 181
Scan to USB ....................................................................................................................................................................... 182
Enabling Scan to USB ........................................................................................................................................... 182
Scanning to a User Home Folder ............................................................................................................................. 183
Configuring the Printer for the Xerox Scan Utility ............................................................................................ 185
Enabling Remote Scanning using TWAIN ............................................................................................................ 186
Configuring Scan To Destination ............................................................................................................................. 187
Before You Begin .................................................................................................................................................... 187
Configuring Default Scan Settings .................................................................................................................. 187
Setting the Default Scan To View to Favorites .......................................................................................... 187
8 Faxing 189
Fax Overview ..................................................................................................................................................................... 190
Fax ......................................................................................................................................................................................... 191
Configuring Required Fax Settings ................................................................................................................. 191
Configuring Address Book Settings ................................................................................................................. 192
Fax Security ............................................................................................................................................................... 193
Setting Fax Defaults .............................................................................................................................................. 193
Setting Fax Feature Defaults ............................................................................................................................. 196
Fax Forwarding ........................................................................................................................................................ 196
Fax Polling .................................................................................................................................................................. 198
Fax Mailboxes .......................................................................................................................................................... 199
Fax Reports ................................................................................................................................................................ 199
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Internet Fax ...................................................................................................................................................................... 206
Accessing the Internet Fax Setup Page ........................................................................................................ 206
Configuring Required Settings .......................................................................................................................... 206
Configuring General Internet Fax Settings ................................................................................................. 206
Configuring Internet Fax Receive Settings .................................................................................................. 207
Configuring Address Book Settings ................................................................................................................. 208
Configuring Default Internet Fax Settings .................................................................................................. 208
Setting File Compression Options .................................................................................................................... 208
Configuring Internet Fax Security Settings ................................................................................................. 209
LAN Fax ............................................................................................................................................................................... 210
9 Accounting 211
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Network Accounting ...................................................................................................................................................... 220
Enabling Accounting in Print Drivers ...................................................................................................................... 223
Printing a Copy Activity Report ................................................................................................................................. 225
Standard Accounting ..................................................................................................................................... 212
Enabling Xerox Standard Accounting ............................................................................................................ 212
Setting Service Tracking Options ..................................................................................................................... 213
General and Group Accounts ............................................................................................................................. 213
Adding a User and Setting Usage Limits ...................................................................................................... 214
Managing User Information .............................................................................................................................. 215
Assigning Users to an Account ......................................................................................................................... 217
Usage Limits ............................................................................................................................................................. 217
Configuring Validation Policies and Print Job Exceptions ..................................................................... 219
Enabling Network Accounting ........................................................................................................................... 220
Setting Network Accounting Workflow Options ........................................................................................ 220
Configuring Job Limits Server Settings .......................................................................................................... 221
Configuring User Prompts ...................................................................................................................................
221
Disabling the Job Limits Web Service ............................................................................................................ 221
Configuring Validation Policies and Print Job Exceptions ..................................................................... 222
Enabling Accounting in a Windows Print Driver ........................................................................................ 223
Enabling Accounting in an Macintosh Print Driver ................................................................................... 224
10 Administrator Tools 227
Monitoring Alerts and Status ..................................................................................................................................... 228
Alert Notification .................................................................................................................................................... 228
Power Saving Settings .................................................................................................................................................. 230
Setting Energy Saver Mode ................................................................................................................................ 230
Remote Control Panel ................................................................................................................................................... 231
Configuring the Control Panel Service Display .................................................................................................. 232
Arranging Services to Appear in the Control Panel .................................................................................. 232
Selecting which Services Appear in the Control Panel ............................................................................ 232
Entry Screen Defaults .................................................................................................................................................... 233
Setting the Date and Time ......................................................................................................................................... 234
Setting the Date and Time in CentreWare Internet Services .............................................................. 234
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Setting the Date and Time at the Control Panel ...................................................................................... 234
Smart eSolutions and Billing Information ........................................................................................................... 235
Smart eSolutions ..................................................................................................................................................... 235
View Usage and Billing Information .............................................................................................................. 237
Cloning ................................................................................................................................................................................ 238
Creating a Clone File ............................................................................................................................................. 238
Installing a Clone File ........................................................................................................................................... 238
Address Books .................................................................................................................................................................. 239
Device Address Book ............................................................................................................................................. 239
Network Address Book .......................................................................................................................................... 243
LAN Fax Address Book .......................................................................................................................................... 244
Font Management Utility ........................................................................................................................................... 245
Network Logs .................................................................................................................................................................... 246
Downloading a Network Log ............................................................................................................................. 246
Downloading a Network Log Using a USB Flash Drive........................................................................... 246
Customizing Printer Contact Information ........................................................................................................... 247
Xerox Online Support .................................................................................................................................................... 248
Enabling Xerox Online Support ......................................................................................................................... 248
Restarting the Printer in CentreWare Internet Services ................................................................................. 249
Restarting the Printer at the Control Panel ................................................................................................. 249
Taking the Printer Offline ............................................................................................................................................ 250
Restoring Software Settings ....................................................................................................................................... 251
Updating the Printer Software .................................................................................................................................. 252
Before You Begin .................................................................................................................................................... 252
Determining the Printer Software Version ................................................................................................... 252
Manually Upgrading the Printer Software................................................................................................... 252
Configuring Automatic Updates ...................................................................................................................... 253
Adjusting Color, Image, and Text Detection Settings .................................................................................... 254
11 Customization and Expansion 255
Xerox Extensible Interface Platform....................................................................................................................... 256
Enabling Extensible Services .............................................................................................................................. 256
Driver Download Link .................................................................................................................................................... 257
Customizing or Hiding the Driver Download Link ..................................................................................... 257
Creating a Custom Single-Touch Scan Service ................................................................................................... 258
Creating a Custom Single-Touch Scan Service Overview ...................................................................... 258
Creating a Single-Touch Scan Service ............................................................................................................ 258
Customizing the Appearance of Your Service ............................................................................................ 258
Locking or Hiding Your Service from Appearing on the Control Panel ............................................ 260
Weblet Management .................................................................................................................................................... 261
Installing a Weblet ................................................................................................................................................. 261
Configuring Weblet Settings ...................................................................................................................................... 262
A Audit Log Event Identification Numbers 263
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Audit Log Event Identification Numbers .............................................................................................................. 264
B External Keyboard 269
External Keyboard Shortcuts ..................................................................................................................................... 270
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1

Introduction

This chapter includes:
Overview .................................................................................................................................................................................. 14
• More Information ................................................................................................................................................................ 15
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Introduction

Overview

This guide is designed for a system administrator with network administrator rights who understands networking concepts and has experience creating and managing network user accounts.
Use this guide to help you install, configure, and manage your printer on a network.
Notes:
Network features are not available when you are connected over USB.
Embedded fax features are not available for all printer models.

Configuration Steps

When configuring the printer for the first time, complete the following tasks:
1. Ensure that your printer is connected physically to your network, and as needed to the fax line.
2. Confirm that your printer is recognized on your network. By default, the printer is configured to receive an IP address from a DHCP server over a TCP/IP network. If you have another type of network, or want to assign a static IP address, see IP on page 35.
3. Complete the installation wizards. These wizards help you configure basic printer settings such as your location, time zone, and date and time preferences.
4. Print a configuration report listing the current printer configuration. Review the report and locate the printer IPv4 address. For details, see Configuration Report on page 24.
5. Open a Web browser and type the IP address of your printer to access CentreWare Internet Services. CentreWare Internet Services is the administration and configuration software installed on the embedded Web server in the printer. For details, see Accessing CentreWare Internet Services on page 21.
Note: You can access most configuration settings on the Properties tab in CentreWare Internet
Services.
6. Print the Configuration Checklist. The Configuration Checklist provides space for you to write down important information as you go through the configuration process. Use it to record information about your network settings, including passwords, network paths, and server addresses. In CentreWare Internet Services, click Properties>Configuration Overview, then click View Checklist.
7. Create a host name for the printer. For details, see DNS on page 39.
8. Configure Authentication. For details, see Setting Up Access Rights on page 68.
9. Configure Security. For details, see Security on page 67.
10. Enable services in CentreWare Internet Services. For details, see Enabling Services on page 25.
11. Configure Print, Scan, and Fax features. For details, see Printing on page 123, Scanning on page 155, and Faxing on page 189.
12. Configure Accounting. For details, see Accounting on page 211.
Note: Not all options listed are supported on all printers. Some options apply only to a specific
printer model, configuration, operating system, or driver type.
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More Information

You can obtain more information about your printer from these sources:
Resource Location
Introduction
Installation Guide
Other documentation for your printer www.xerox.com/office/WC3655docs
Recommended Media List United States: www.xerox.com/paper
Technical support information for your printer; including online technical support, Online Support Assistant, and driver downloads.
Information Pages Print from the control panel, or from CentreWare
CentreWare Internet Services documentation
Order supplies for your printer www.xerox.com/office/WC3655supplies
A resource for tools and information, including interactive tutorials, printing templates, helpful tips, and customized features to meet your individual needs.
Local sales and support center www.xerox.com/office/worldcontacts
Printer registration www.xerox.com/office/register
Xerox® Direct online store www.direct.xerox.com/
Packaged with the printer.
European Union: www.xerox.com/europaper
www.xerox.com/office/WC3655support
Internet Services, click Status>Information Pages.
In CentreWare Internet Services, click Help.
www.xerox.com/office/businessresourcecenter
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2

Initial Setup

This chapter includes:
Physically Connecting the Printer ................................................................................................................................. 18
Assigning a Network Address .......................................................................................................................................... 19
Connecting the Printer to a Wireless Network ......................................................................................................... 20
Accessing Administration and Configuration Settings ........................................................................................ 21
Initial Setup at the Control Panel ................................................................................................................................. 22
Initial Setup in CentreWare Internet Services ......................................................................................................... 24
Changing the System Administrator Password ....................................................................................................... 28
• Setting the Date and Time .............................................................................................................................................. 29
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Initial Setup

Physically Connecting the Printer

1. Connect the power cord to the printer, and plug it into an electrical outlet.
2. Connect one end of a Category 5 or better Ethernet cable to the Ethernet port on the back of the printer. Connect the other end of the cable to a correctly configured network port.
3. If your printer has fax installed, connect it to a correctly configured telephone line.
4. Turn on the printer.
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Initial Setup

Assigning a Network Address

The printer automatically acquires a network address from a DHCP server by default. To assign a static IP address, configure DNS server settings, or configure other TCP/IP settings, see IP on page 35. If the printer does not detect a DHCP server, the printer uses an IPv4 self-assigned address. Address information is listed on the configuration report. For details, see Configuration Report on page 24.
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Initial Setup

Connecting the Printer to a Wireless Network

If the printer is connected to your wired network, you can configure wireless settings in CentreWare Internet Services. You can also connect directly to a wireless network. For details, see Connecting to a
Wireless Network on page 32.
Note: You cannot connect to a wired network and a wireless network at the same time.
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Initial Setup

Accessing Administration and Configuration Settings

You can access the administration and configuration settings from the Tools tab on the control panel or from the Properties tab in CentreWare Internet Services. The control panel consists of a touch screen and buttons you press to control the functions available on the printer. CentreWare Internet Services is the administration and configuration software installed on the embedded Web server in the printer. It allows you to configure and administer the printer from a Web browser.
The administrator password is required when accessing locked settings in CentreWare Internet Services or at the control panel. Most printer models have a default configuration that restricts access to some settings. Access is restricted for settings on the Properties tab in CentreWare Internet Services, and settings on the Tools tab on the control panel touch screen.

Accessing the Control Panel as a System Administrator

1. At the printer control panel, press the Log In/Out button.
2. Type admin and touch Next.
3. Type the administrator password, then touch Done. The default password is 1111.

Accessing CentreWare Internet Services as a System Administrator

Before you begin:
Locate your printer IP address using the Configuration Report. For details, see Printing the
Configuration Report on page 24.
Ensure that TCP/IP and HTTP are enabled. If you disabled either of these protocols, enable them at the control panel before accessing CentreWare Internet Services.
To log in to CentreWare Internet Services as the administrator:
1. At your computer, open a Web browser, in the address field, type the IP address of the printer, then press Enter or Return.
2. In the top right area of the page, click Login.
3. Under User ID, type admin.
4. Under password, type the administrator password. The default password is 1111.
5. Click Login.
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Initial Setup

Initial Setup at the Control Panel

Installation Wizard

The Installation wizard starts the first time you turn on the printer. The wizard prompts you with a series of questions to help you configure basic printer settings.
Note: You can change these settings at any time.

Quick Setup Home

After the Installation wizard completes, the Quick Setup Home wizard appears. Use the Quick Setup Home wizard to configure printer settings.
Note: You can complete the wizard at any time.
Use the IP Address Settings wizard to assign a static IP address or change the default dynamic addressing settings.
Use the Contact Numbers wizard to type phone numbers for support or supplies.
Use the Fax Setup wizard to configure basic embedded fax settings.
After the Quick Setup Home wizard completes, the printer restarts and a Configuration Report automatically prints.
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch Device Settings>Quick Setup Home.
3. To start a wizard, touch IP Address Settings, Contact Numbers, or Fax Setup.
4. Follow the onscreen instructions.
Note: Not all options listed are supported on all printers. Some options apply only to a specific
printer model, configuration, operating system, or driver type.

Setting the Measurement Units

1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch Device Settings>General>Measurements.
3. To show dimensions in metric or imperial units, under Units, select an option.
4. To specify the decimal mark symbol that the printer uses, under Numeric Separator, select Comma or Period.
5. Click Save.
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Installing Optional Software Features

Initial Setup
When you purchase an optional software feature, enable it by providing a feature installation key. Some features come with an activation code that you use to get a feature installation key. Go to the Xerox
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Software Activation Portal website at www.xeroxlicensing.xerox.com to enter the activation code. The website generates a feature installation key that you can use to enable the feature.
You can also install optional software features by sending a print file. You can install features on multiple printers by sending a formatted .csv file as a print job to the printers. A Xerox representative creates this file and provides installation instructions.
Installing a Software Feature at the Control Panel
1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch Device Settings>General>Feature Installation.
3. Click Feature Installation.
4. Under Feature Installation Key Entry, type the key.
5. Touch OK.
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Initial Setup

Initial Setup in CentreWare Internet Services

Printing the Configuration Report

The Configuration Report lists all current settings of the printer. A configuration report prints at startup by default.
1. In CentreWare Internet Services, click Status>Configuration Report.
2. To print the report, click Print Configuration Page.
To turn off automatic printing of a Configuration Report at startup, see Disabling the Configuration
Report at Startup on page 24.
Disabling the Configuration Report at Startup
1. In CentreWare Internet Services, click Properties>Services.
2. Click Printing>General.
3. Under Configuration Report, clear Print at Power on.
4. Click Apply to save the new settings or Undo to retain the previous settings.

Restricting Access to the Printer

You can lock or unlock the printer by selecting preset services and tools permissions for the role of non-logged-in users. For details about roles and user permissions, see Setting Up Access Rights on page
68.
1. In CentreWare Internet Services, click Properties>Login/Permissions/Accounting.
2. Click User Permissions.
3. Under Action, next to User Permission Roles, click Edit.
4. Under Actions, click Edit.
5. Click the Services and Tools tab.
6. Under Presets, select an option.
7. Click Apply.
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Initial Setup

Using the Configuration Overview Page

The Configuration Overview page contains links to the commonly-accessed pages on the Properties tab. Use the Configuration Overview page to help you install your printer successfully.
1. In CentreWare Internet Services, click Properties>Configuration Overview.
2. Select an option:
To open the Configuration Checklist page, click View Checklist.
To open the configuration page for a service or feature, next to the desired service or feature,
click Settings.
To create a clone file, under Cloning click View. Cloning allows you to save your current printer
settings to a file to use as a backup and restore file for your printer. You can also use a clone file to copy your printer settings to other printers.

Assigning a Name and Location to the Printer

The Description page displays the printer model information and product code or serial number. It also provides a place to assign a name and location to the printer. Asset tags let you enter unique identifiers for inventory management.
1. In CentreWare Internet Services, click Properties>Description.
2. For Device Name, type a name for the printer.
3. For Location, type the location of the printer.
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4. For Customer Asset Tag and Xerox
5. Click Apply.
Asset Tag, type unique identifiers as needed.

Selecting Services to Appear on the Touch Screen

Services must be enabled before they can be managed through the Tools and Feature Access page. A standard service is a service that comes standard with the printer. An extensible service is an optional, third-party service installed on the printer.
1. In CentreWare Internet Services, click Properties>Services.
2. Click Service Registration.
3. Select an option:
To select all of the services in the list to appear on the touch screen, click Select All.
To clear all of the services in the list so that none appear on the touch screen, click Clear All.
To select individual services to display on the touch screen, under Display, select the
appropriate service.
4. Click Apply.
Note: If a service is not enabled on the Service Registration page, you cannot view or manage it
from the Tools and Features page. Ensure that the desired service is enabled.
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Initial Setup

Installing Optional Software Features

When you purchase an optional software feature, enable it by providing a feature installation key. Some features come with an activation code that you use to get a feature installation key. Go to the Xerox
®
Software Activation Portal website at www.xeroxlicensing.xerox.com to enter the activation code. The website generates a feature installation key that you can use to enable the feature.
You can also install optional software features by sending a print file. You can install features on multiple printers by sending a formatted .csv file as a print job to the printers. A Xerox representative creates this file and provides installation instructions.
Installing a Software Feature in CentreWare Internet Services
1. In CentreWare Internet Services, click Properties>General Setup.
2. Click Feature Installation.
3. Under Feature Installation Key Entry, click Enter Installation Key, or under Action, next to the feature you want to install, click Install.
4. Type the key.
5. Click Apply.

Supplies Plan Activation Code

Your Xerox® equipment supplier offers supplies and service plans such as PagePack® and eClick®.
PagePack printer in one contract. If you have enrolled in a supplies program, you must activate the supplies plan at regular intervals. To enable your printer for your purchased plan, contact your Xerox
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and eClick® are cost-per-page-based programs that include all service and supplies for your
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equipment supplier to get a Supplies Activation Code. Contact a Xerox representative to get your supplies plan activation code.
1. In CentreWare Internet Services, click Properties>General Setup.
2. Click Supplies Plan Activation Code.
3. Type the code, then click Apply.
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For more information about Xerox
supplies and service plans, contact your Xerox representative.
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Initial Setup

Physical Connection Settings

You can specify Ethernet and USB settings, such as Ethernet Rated Speed, USB Connection Mode, and Print Timeout for USB printing.
Setting Ethernet Options
The Ethernet interface on the printer automatically detects the speed of your network. Any auto-sensing devices connected to the network, such as a hub, do not always detect the correct speed. Refer to the configuration report to ensure that the printer detects the correct network speed.
1. In CentreWare Internet Services, click Properties>Connectivity>Setup.
2. Next to Wired Connection, click Edit.
3. To configure Ethernet settings, next to Ethernet, click Edit.
4. For Rated Speed, select a connection speed.
5. Click Save.
Note: For the new settings to take effect, restart your printer.
Configuring USB Settings
1. In CentreWare Internet Services, click Properties>Connectivity>Setup.
2. Under Action, next to USB Settings, click Edit.
3. Under USB Connection Mode, select an option:
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Software Tools disables Direct Printing via Driver. If you use Xerox
option. Xerox representatives also use this feature to connect directly to the printer and use diagnostic software and other utilities.
Direct Printing via Driver allows you to connect to the printer using a USB cable.
4. Under Print Timeout, type the amount of time in seconds that the printer waits inactive before
disconnecting from a device connected to the port. Type 0 to disable the timeout.
5. Click Save.
Copier Assistant, select this
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Initial Setup

Changing the System Administrator Password

Xerox recommends that you change the default system administrator password after you configure the printer. Be sure to store the password in a secure location. The default password is 1111.
1. In CentreWare Internet Services, click Properties>Security.
2. Click Password Policies>Admin Password.
3. Type the old password.
4. Type the new password, then type the password again to verify.
5. Click Apply.

Changing the System Administrator Password at the Control Panel

1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch Security Settings>Change Admin Password.
3. If changing the password, type the old password.
4. Type the new password, then type the password again to verify.
5. Touch OK.
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Initial Setup

Setting the Date and Time

Setting the Date and Time in CentreWare Internet Services

1. In CentreWare Internet Services, click Properties>General Setup.
2. Click Date and Time.
3. Under Date and Time Setup, select:
Automatic using NTP to allow the NTP service to set the time automatically.
Manual (NTP Disabled) to set the date and time manually.
4. If you are using an NTP server, select the address type. Options are IPv4 Address or Host Name.
Type the appropriately formatted address, alternate address, and port numbers. The default port number is 123.
Note: Changes to these settings cause the printer to restart.
5. Select the date and time format, and type the date and time in the appropriate fields. Select the
Display 24 hour clock check box to show the time in 24 hour format.
6. Under Time Zone, select your time zone from the drop-down menu.
7. Click Apply.

Setting the Date and Time at the Control Panel

1. At the printer control panel, press the Machine Status button, then touch the Tools tab.
2. Touch Device Settings>General>Date & Time.
3. To set the time zone, touch Time Zone and touch the arrows to adjust the time zone.
4. To set the date, touch Date, select a format and set the date.
5. To set the time, touch Time and set the time. Select Display 24 hour clock to use 24 hour format.
6. Touch Save.
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