Xerox WorkCentre 5665, WorkCentre 5675, WorkCentre 5687 User Guide

Release 7.0

Xerox Desktop Scanning

User Guide

(Windows)

Copyright © 2007 Xerox Corporation. All Rights Reserved. Unpublished rights reserved under the copyright laws of the United States. Contents of this publication may not be reproduced in any form without permission of Xerox Corporation.

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Microsoft®, Vista™, Windows®, and Windows Server™ are trademarks of Microsoft Corporation in the United States and/or other countries.

This software is based in part on the work of the Independent JPEG Group.

Permission to use, copy, modify, distribute, and sell this software (libtiff library) and its documentation for any purpose is hereby granted without fee, provided that (i) the above copyright notices and this permission notice appear in all copies of the software and related documentation, and (ii) the names of Sam Leffler and

Graphics may not be used in any advertising or publicity relating to the software without the specific, prior

Silicon written permission of Sam Leffler and Silicon Graphics.

THE SOFTWARE (libtiff library) IS PROVIDED "AS-IS" AND WITHOUT WARRANTY OF ANY KIND, EXPRESS, IMPLIED OR OTHERWISE, INCLUDING WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

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Document Version 1.1 / April 2007

Contents

1 Installation

Installation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Driver Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

Obtaining the Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

Installing the Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

Configuring the Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5

2 Scanning

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Using the Xerox Scan Utility to Retrieve Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Scanning to Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Copying to a Folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

Importing Images into an Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6

Deleting Image Files from the Xerox Scan Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8

3 Managing Scan Templates

Creating a Driver Specific Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Using the Xerox Scan Utility to Manage Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Creating a Template with an Image View Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Creating a Template to Scan Images Directly to a Folder . . . . . . . . . . . . . . . . . . . . . 3-3

Deleting Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

4 Managing Folder and Email Profiles

Creating or Editing Email Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Deleting Email Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Creating or Editing Folder Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3

Deleting Folder Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3

Index

Xerox Desktop Scanning User Guide (Windows)

Installation

The Xerox WIA (Windows Image Acquisition) driver for Microsoft Windows provides you with a method to quickly scan simple jobs at Xerox WorkCentres or WorkCentre Pros and retrieve the images at your PC desktop.

TWAIN is an industry standard for applications that interface with scanning devices. The TWAIN driver for Microsoft Windows 2000/XP/Vista provides scanning from WorkCentre products to applications that are compliant with the TWAIN standard.

The Xerox Scan Utility provides a way for you to control and manage image files scanned to your computer. Tasks that you can do with it include creating scanning templates, viewing scanned images, and deleting or copying image files. The Xerox Scan Utility is installed with the scanning driver.

This chapter includes:

 Installation Requirements on page 1-2  Driver Installation on page 1-3  Configuring the Driver on page 1-5

Xerox Desktop Scanning User Guide (Windows)

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Installation Requirements

The following are required for installing the WIA and TWAIN drivers:

 WIA Driver: The workstation must be running the Microsoft XP Professional, XP,

Windows Server 2003, or Vista operating system.

 TWAIN Driver: The workstation must be running the Microsoft Windows 2000, XP

Professional, XP, Windows Server 2003, or Vista operating system.

 You must possess Administrator rights on the workstation to install the driver.  Domain and local user accounts are supported.

Note: Some older WorkCentres do not support domain accounts.

 The workstation must have TCP/IP enabled.  Simple File Sharing must be disabled on the workstation to allow for proper device

authentication.

 The WorkCentre must be connected, configured, and functioning as a network scanner

with TCP/IP and HTTP enabled.

 The WorkCentre must be configured with the SNMP GET community string set to

"public" or the driver will not detect the device properly.

 For WorkCentres that support the Scan Template Management Service, you must enable

this service on the device. SSL must be enabled on the device prior to enabling the Scan Template Management Service.

Note: Windows XP Professional Service Pack 2 has Windows Firewall turned on by default,

or your site may have Windows Firewall enabled for security reasons. If Windows Firewall is enabled, you must set up Exceptions for print and file sharing to ensure that scanning with the driver works properly.

Xerox Desktop Scanning User Guide (Windows)

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Driver Installation

This section covers installation of both the WIA and TWAIN drivers.

Note: During installation of the driver, the Xerox Scan Utility software is automatically

installed.

Obtaining the Installation Files

The scan driver is available on the Print and Fax Drivers CD-ROM provided with your Xerox product. It is also available on the Internet from www.xerox.com/drivers

Installing the Driver

If the driver is not installed automatically upon download, follow the steps below.

1. Open the Windows Control Panel.

 For Windows XP Category view, choose Printers and Other Hardware.  For Windows XP Classic view, continue with step 2.  For Windows Vista Control Panel Home, choose Hardware and Sound.  For Windows Vista Classic view, continue with step 2.

2. Open Scanners and Cameras.

 For Windows 2000, click Add.  For Windows XP, click Add an imaging device.  For Windows Vista, click Add Device. On the User Account Control dialog, click

Continue.

3. The Scanner and Camera Installation Wizard opens. Click Next.

4. Click Have Disk and browse to the location of the Windows Scan installation files.

5. Click the appropriate .inf file for the WorkCentre, and then click Open and OK.

6. Select either the TWAIN or WIA WorkCentre/Pro Scanner from the model list. Click

Next.

For Windows 2000, choose a port type. Select “Automatic Port Select” and click Next.

Note: Installing the TWAIN driver and the WIA driver on the same system can lead to

unexpected results when using the Xerox Scan Utility. If both drivers are installed, templates created for the Xerox Scan Utility will send all jobs to the last driver installed.

To work around this, use the Property page of each driver to create driver-specific templates. Using the driver’s Property page causes a _WIA or _TWAIN prefix to be added to the template name. This allows you to select driver specific templates when scanning. For more information, see Creating a Driver Specific Template on page 3-2.

7. Accept the default scanner name or enter a new name. Click Next.

8. Click Finish.

9. If a Security window appears, continue with the installation.

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Driver Installation

10. For Windows XP/Vista, the Hardware Update Wizard opens. Click Next.

For Windows 2000, a dialog box opens.

11. Type the Host Name or IP Address of the desired scanner. If you do not identify a specific

scanner at this time, you can select one on the Administrator Options tab in driver properties. Click Confirm.

12. For Windows XP, if prompted, select Ye s to disable Simple File Sharing.

13. Click Next, and then click Finish to complete the installation.

14. Reboot your computer to finish the installation.

Windows Server 2003 Additional Installation Instructions

After installation the WIA service must be configured to automatically start and use the Local System Account on Windows Server 2003.

1. Open the Windows Control Panel.

2. Open Administrative Tools.

3. Open Services.

4. Locate and double-click Windows Image Acquisition (WIA) Properties.

5. On the General tab, for the Startup type, select Automatic.

6. On the Log On tab, for Log on as, select Local System account.

Do not select Allow service to interact with desktop.

7. On the General tab, click Start to activate the WIA service. Note that the service will now

automatically start whenever the server is rebooted.

8. Click OK to close the Windows Image Acquisition (WIA) Properties window

9. Close any remaining open windows.

For additional background information, consult the Microsoft bulletin located at:

http://support.microsoft.com/kb/812519.

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Configuring the Driver

Once you install the driver, either WIA or TWAIN, you must establish your user profile. You should be logged onto the computer with your personal Windows user account when you establish your profile. Common names such as Administrator or Guest cannot be used.

To set your profile and access driver properties:

1. Open the Windows Control Panel.

2. Open Scanners and Cameras.

3. Right-click the scanning icon for the WorkCentre and choose Properties.

4. Select the User Settings tab. This tab displays the default name for your scan template. A

scan template is automatically created on the device and is named based on your Windows logon name concatenated with the PC name, and an optionally defined suffix. Any existing templates of the same name will be overwritten.

Note: On some devices, the template name begins with an "@" symbol.

Optional Suffix: If you would like an identifying suffix added to the template name, such as your initials, type it in the Optional Template Suffix field.

5. Select the Scan Options tab and select default settings for your scan template. Any of

these settings can be overridden directly at the WorkCentre.

 Output Color: Select whether you want scanned documents saved in color or black

and white.

 Document Format: Select the file format in which your scanned documents should

be saved.

 JPG: A graphic format ideal for complex pictures or photographs. Each document

page becomes a separate JPG image. (Color scanners only.)

 TIFF: A file format for bitmap images; simulates grayscale shading. Each

document page becomes a separate TIFF image.

 Multi-Page TIFF: TIFF file output in which all pages of a document are scanned

into a single file.

 PDF: A universal file format that preserves all fonts, formatting, graphics, and

color in a source document regardless of the application and platform used to create it. All pages in the document are saved in a single file.

 Sides to scan: Select whether your original document is one-sided or two-sided.  Resolution: The resolution setting affects the amount of detail reproduced on scanned

images.

 Original Size: When scanning a document you can specify a particular scan size. This

enables you to scan only a specific portion of a document page.

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