Xerox WorkCentre 5735, WorkCentre 5740, WorkCentre 5745, WorkCentre 5755 System Administrator Guide
Version 2.0
December 2010
Xerox® WorkCentre™
5735/5740/5745/5755/5765/5775/
5790
System Administrator Guide
©2011 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 Unpublished rights reserved under the copyright laws of the United States.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.
XEROX® and XEROX and Design® are trademarks of Xerox Corporation in the United States and/or other countries.
Changes are periodically made to this document. Changes, technical inaccuracies, and typographic errors will be corrected in
subsequent editions.
Document version 2.0: December 2010
Table of Contents
1Introduction
Xerox WorkCentre Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Related Information Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
2 Device Connection and Quick Setup
Front View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Device Control Panel Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Initial Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Power Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Print a Configuration Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Access Tools Pathway as a System Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Ethernet Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Enable TCP/IP and HTTP at the Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Internet Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
System Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
How to Verify the IP Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
To Access Internet Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
The Internet Services Welcome Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Access Internet Services as System Administrator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Changing the System Administrator Password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
To Setup HTTP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Configure Network Connectivity Protocols with Internet Services . . . . . . . . . . . . . . . . . . . . . . . 25
Set a Description for the Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
To Enable Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
To Install Print Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Configure Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
3 General Setup
Administrator Tools Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Configuration Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Configure Print Protocols. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Secure Print . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Hold All Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Cloning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Date and Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Image Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Job Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Internationalization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Sleep Mode Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Custom Services Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
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3
SMart eSolutions Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Alert Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Billing Information and Usage Counters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Energy Saver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Banner Sheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Service Default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Job Status Default. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Saving and Reprinting Jobs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Online/Offline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Foreign Interface Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Software Upgrade via Network Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
4Internet Services
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Enable HTTP on the device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Description and Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Billing Information and Usage Counters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Consumables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Trays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Active Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Saved Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Print . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Configuration Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Description. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
General Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Ethernet Configuration using Internet Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Other features and Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
5 Network Installation
Windows 2000/2003/XP/Vista Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
For Static IP Address. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
For Dynamic IP Address. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Windows 2000/2003 using AppleTalk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Windows using Microsoft (R) Networking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
NetBIOS over IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
NetBEUI over IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
IP Configuration in a Mac Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Apple LPR Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Apple Print Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
4
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Network Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Configure Static IP Address using the Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Configure Dynamic Addressing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Configure IP Settings using Internet Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Configure SLP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Configure FTP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
SNMP (Simple Network Management Protocol) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
SSDP (Simple Service Discovery Protocol) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Microsoft Networking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
LPR/LPD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Raw TCP/IP Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
SMTP (Simple Mail Transfer Protocol). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
LDAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Configure POP3 Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Configure HTTP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Proxy Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
NTP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
WSD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Apple Talk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
NetWare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
AS400 Raw TCP/IP Printing to Port 9100 (CRTDEVPRT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
UNIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Solaris 2.x . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
6 Print Drivers
Windows 2000/2003 Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Xerox Printer Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Windows 2000 Professional. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Xerox Printer Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Windows XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Xerox Printer Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Windows Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Xerox Printer Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Apple Macintosh 10.X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
7 Authentication
Authentication Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Authentication Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Authentication Configuration (Network Authentication) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Xerox Secure Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
8Security
Security @ Xerox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Email Encryption and Signing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
FIPS 140-2 Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
User Data Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
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User Information Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
IP Filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Audit Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Security Certificate Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
IP Sec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Security Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
To Access the Security Certificates Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
802.1X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
System Timeout. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
On Demand Overwrite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Immediate Image Overwrite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
9 Workflow Scanning
Workflow Scanning User Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Enable Workflow Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Configure a File Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Configure General Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Configuring Validation Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Scanning Web Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Configuring the Default Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Update List of Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Custom File Naming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Display Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Set up Remote Template Pool Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
10 Scan to Mailbox
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Enable Scan to Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Create a New Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Personalize Settings or Modify Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Configure Scan to Mailbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
11 Scan to Home
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Enable and Configure Scan to Home. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
12 E-mail
E-mail Addressing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
E-mail Authentication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Configuring Public and Internal Address Books (LDAP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
LDAP Addressing - Internal Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Public Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Domain Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
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13 Internet Fax
Using Mixed Size Originals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Internet Fax Addressing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Internet Fax Authentication and Authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Enable Internet Fax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Domain Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
14 Embedded Fax
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Setting Fax Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274
15 Server Fax
Server Fax Authentication and Authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Enable Server Fax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Configure a Server Fax Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
16 LAN Fax
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Enable LAN Fax (Windows Print Driver) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Using LAN Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
17 Reprint Saved Jobs
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Enable Reprint Saved Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Enable Reprint Saved Jobs in your Print Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Enable Save Job for Reprint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Back-up Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
Restore Jobs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
Manage Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308
Saving a Job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309
18 Custom Services
Validation Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
19 Extensible Services Setup
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
20 WSD (Web Services for Devices)
Enable WSD (Web Services for Devices) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
21 Xerox Standard Accounting
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Enable Xerox Standard Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
To Add New User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
To Create a General Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
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22 Network Accounting
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325
Enable and Configure Network Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325
Auditron . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328
23 Xerox Secure Access
Secure Access and Accounting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331
24 Software Upgrade
When Should I Upgrade the Software? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
How Do I Upgrade the Software?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
To Upgrade Using the Internet Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
25 USB Printer Port
Information Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
26 Troubleshooting
Troubleshooting: Workflow Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Troubleshooting: E-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
Troubleshooting: Internet Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Troubleshooting: Server Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Troubleshooting: Embedded Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
Troubleshooting: Network Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353
Font Management Utility and Unicode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
Index
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Introduction
This guide has been created for System Administrators who need to install, set up and manage printers
and other services on their network.
To use the procedures in this Guide effectively, System Administrators must have previous experience
working in a network environment and must possess Supervisor, Administrator, Account Operator, or
equivalent rights to the network. They must also have prior knowledge of how to create and manage
network user accounts.
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Xerox WorkCentre Series
Xerox WorkCentre Series
Your device is not simply a conventional copier, it is a digital device capable of copying, faxing, printing
and scanning, dependent on your model and configuration.
There are two configurations available:
• WorkCentre Copier/Printer - a multi-functional digital device capable of copying, printing, faxing
(optional), e-mailing and network scanning (optional).
• WorkCentre Copier/Printer/Scanner - an advanced multi-functional device offering a high
specification of features and functions. This model is capable of copying, printing, scanning, emailing and faxing (optional).
Each model has seven configurations available which provide either 35, 40, 45, 55, 65, 75, or 90
copies/prints a minute. All configurations are fully upgradeable so as to meet any future requirements
you may have.
The following are supplied as standard:
• Document Feeder
• Paper Trays 1 and 2 - fully adjustable and can be used for media sizes 5.5x8.5” to 11x17” (A5
to A3).
• Paper Trays 3 and 4 - are high capacity paper trays used for media size 8.5x11” (A4).
• Bypass Tray - used for non-standard printing media.
The following are optional hardware, which are available for your device:
• Tray 5 - a high capacity paper tray used for media size 8.5x11” (A4). Optional kits are
available to accommodate 11x17” or 8.5x11” (A3 or A4) short edge feed media.
• Tray 6 (Inserter) - a paper tray for use with the High Volume Finisher. It is used to insert pre-
printed sheets into copy sets.
• High Volume Finisher (HVF) - a finisher which can collate, offset, stack and staple your
output. Booklet Maker, Trifold, Hole Punch and Post Process Inserter (PPI) kits can be installed
with this finisher.
• Booklet Maker and Trifolder - these are devices which can be installed with HVF to staple
and fold booklets or leaflets.
• Convenience Stapler - this provides manual stapling of up to 50 sheets. The Convenience
Shelf must also be fitted.
• Offset Catch Tray - this delivers output collated or uncollated, each set or stack will be offset
from the previous to enable easy separation.
• Basic Office Finisher - this device stacks, collates, staples and offsets your output.
• Office Finisher - this device stacks, collates, staples and offsets your output. Hole punch kits
are also available for this finisher.
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Xerox WorkCentre Series
Related Information Sources
Information available for this product series consists of:
•The System Administrator Guide (this guide)
•The User guides
• The Xerox website http://www.xerox.com
Customer Support
If you need assistance during or after product installation, please visit the Xerox website for online
solutions and support, http://www.xerox.com
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Xerox WorkCentre Series
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Device Connection and
2
Quick Setup
This chapter describes how to connect your device to a network and configure Ethernet settings.
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Front View
Power On/Off Button
1
2
3
4
5
6
1
4
2
5
3
6
Front View
Document Feeder and Document Glass:
Used for scanning single or multiple
documents. The document glass can be used
for scanning single, bound, custom size or
damaged documents.
Control Panel: Touch Screen and Numeric
Keypad.
Paper Trays 1 and 2: These trays are standard
on all models. Trays 1 and 2 are fully
adjustable and can be used for media sizes
5.5x8.5” to 11x17”(A5 to A3).
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Paper Trays 3 and 4: These trays are high
capacity paper trays. Trays 3 and 4 are
dedicated trays used for 8.5x11” or A4 size
media.
Bypass Tray: Used for non-standard printing
media.
Offset Catch Tray: Delivers output collated or
uncollated. Each set or stack will be offset from
the previous to allow easy separation.
Device Control Panel Overview
1
2
3
4
5
8
7
6
10
13
14
11
15
12
9
16
1
2
3
4
56789
10
111213
14
15
16
Front View
Services Home
Provides access to the services available on the device.
Services Returns the display to the previous copy, fax, or scan feature screen when the Job
Job Status
Machine
Status
Log In/Out
Numeric
Status
Use to check the progress of active jobs, or display the detailed information of
completed jobs.
Use to check the device status, the billing meter, and the status of consumables, or
print various reports. Use this button also when accessing the System Administrator
mode.
Provides access to device setups for the Administrators.
Use to enter alphanumeric characters.
screen or Machine Status screen is selected.
Keypad
Dial Pause
Help
‘C’ Cancel
Use to insert a pause when dialing a fax number.
Displays help messages for device features.
Cancels the previous entry made on the Numeric Keypad.
Entry
Languages
Use to select the required language.
Interrupt
Interrupts the current job to run a more urgent job.
Printing
Start
Energy Saver
Clear All
Stop
Display and
To uc h sc re e n
Use to start a job.
Use to select energy saver mode or perform a quick restart.
Press once to clear a current entry. Press twice to return to default settings.
Stops the job in progress.
Device display and touchscreen.
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Front View
Initial Connection
Follow these steps to physically connect your device to the network.
1. Connect the Power Cable
Ensure the device is connected to a suitable power supply and that the power cord is fully plugged
in to the electrical outlet.
2. Connect the Ethernet Cable
Connect a 10/100/1000 BaseT Ethernet cable to the Ethernet port at the rear of the device and
the other end of the cable to your network port.
3. Power On the Device
The Power On button is located on the left-side of the device.
Power Management
Power On/Off Button and Energy Saver Button
The Power On/Off button (located on the left hand side of the device) and the Energy Saver button
(located on the control panel on the top right) control the application of standby operating power to
each of the system modules and initiates the sequences required to bring the device to an operational
state. If the Power On/Off button is pressed when the device is operational, the following can be
initiated:
• Energy Saver - ends the current session and keeps the device running on low power. When in
Energy Saver Mode, press any key or touch the screen to wake the device up.
• Quick Restart - the system powers down followed by an automatically initiated Power On
sequence. Any jobs in progress will be lost. Quick Restart may be helpful if experiencing problems
with the operation of the device.
• Power Down - the system ends the current session and powers itself off in an orderly manner.
Power On
At the Device:
1. Ensure that your device is connected to a suitable power supply and that the power cord is fully
plugged in to the electrical outlet of the device.
2. Press the <Power On/Off> button. The entire powering on process (to power on all installed
options) takes less than three minutes.
Power Down
At the Device:
1. Press the <Power On/Off> button, the Power Down Options screen displays.
2. Touch [Power Down].
3. The Power Down Confirmation screen displays.
Note: If the are any jobs in the queue, confirming power down will result in the deletion of any
currently in the queue.
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4. Touch [Confirm] to confirm the selection.
The device will begin a controlled power down sequence. It remains on for approximately 45
seconds before switching off.
Energy Saver Options
The device is designed to be energy efficient and automatically reduces its power consumption after
periods of inactivity. The System Administrator can set up Energy Saver options. For details, refer to
Energy Saver on page 47.
At the Device:
1. Press the <Energy Saver> button on the control panel. The Power Down Options screen displays.
2. Touch [Energy Saver]. The device will immediately enter Low Power Mode.
3. To re-activate the device when in this mode, touch a button on the control panel or touch screen.
Quick Restart
At the Device:
1. Press the <Energy Saver> button on the control panel. The Power Down Options screen displays.
2. Touch [Quick Restart].
3. The Power Down Confirmation screen displays.
Note: Any jobs in progress will be lost.
4. Touch [Confirm] to confirm the selection. The device will restart.
Installation Wizard
If this is the first time the device has been powered on, the Installation Wizard will run. If this screen
does not appear, proceed to Configure Network Connectivity Protocols with Internet Services on
page 25.
The install wizard will prompt you with questions to help with the configuring of your device.
1. When the device is powered on the Language Selection screen displays, select the preferred
language and touch [OK] to begin.
2. The Welcome screen displays, this will guide you through the short series of steps required to
setup your device. Touch [Next].
3. The Activation Code screen displays, using the on-screen keyboard enter the Activation Code
supplied with the device. Touch [Next].
4. The Customer Support Telephone Numbers screen displays, verify that the Customer Support
Telephone Number and Supplies Telephone Number are correct. If either number are incorrect
or missing, touch the appropriate type-in region and enter the correct number using the keypad.
To u ch [Next].
5. The Date Settings screen displays, select one of the following for Date Format:
• MM/DD/YY (default)
•DD/MM/YY
• YY/MM/DD
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a. Using the left and right arrow buttons select the required date settings for Month, Day and
Year.
b. Touch [Next].
6. The Time Settings screen displays;
a. For Time Format, select either [12 Hour Format] or [24 Hour Format].
b. Touch the type-in region for [Hours] and [Minutes] and enter the current hour and minute.
c. Touch either [AM] or [PM] if a 12 Hour format was chosen earlier.
d. Touch [Next].
7. The Time zone tab displays, use the drop-down menu to select the correct time zone for your
device locale. Touch [Next].
8. The Setup Complete screen displays, touch [Finish] to restart the device for the changes to take
effect.
Print a Configuration Report
A Configuration Report is a summary report of the system data for example, device configuration,
serial number, software version and network data.
A Configuration Report will automatically print when the device is powered off, then on, during Power
Cable and Ethernet Cable installation. The Configuration Report will list the device settings. If
necessary, perform the following steps:
1. Press the <Machine Status> button on the device.
2. Touch the [Machine Information] tab.
3. Touch [Print Reports].
4. Touch [Print Report].
5. Touch [Close].
If you want to disable automatic printing of a Configuration Report at Startup, refer to To Prevent the
Configuration Report to Print at Power On on page 30.
Access Tools Pathway as a System Administrator
Your device is designed to enable the device and customize feature default settings to meet your
requirements. Most of the features will require you to access the Tools pathway. The Tools pathway will
require you to log in to the device as the Key Operator or System Administrator.
Administrator access is required to change settings for:
• Device Settings
•Service Settings
•Network Settings
• Accounting Settings
• Security Settings
•Troubleshooting
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To access the Tools pathway, you must log in as a System Administrator as follows:
1. At the device, press the <Log In/Out> button on the Control Panel.
2. The Authentication Login Required screen displays. Touch [Keyboard].
3. The Authenticated Required - Step 1 of 2 screen displays, enter the Administrator’s username
[admin] using the on-screen keyboard, touch [Next].
4. The Authenticated Required - Step 2 of 2 screen displays, enter the Administrator’s password
[1111] using the on-screen keyboard, touch [Done].
5. Press the <Machine Status> button.
6. The Pathway Options screen display, touch the [Tools] tab for Tools pathway.
Ethernet Configuration
Ethernet Port
The Ethernet Interface is set to auto-detect the speed of your network. The device supports the
following selectable speeds:
•Auto
•10Mbps Half-Duplex
• 10Mbps Full-Duplex
• 100 Mbps Half-Duplex
• 100 Mbps Full-Duplex
• 1000 Mbps (1 Gbps) Half-Duplex
• 1000 Mbps (1 Gbps) Full-Duplex
Note: If your network has hubs that have Auto-Sensing enabled and the device Ethernet speed is
set to Auto, it is possible that the hub will not arbitrate to the correct speed.
Setting the Ethernet Speed at the Device
Note: To configure this feature or these settings access the Tools pathway as a System
Administrator. For details, refer to Access Tools Pathway as a System Administrator on page 18.
1. From the Too ls pathway, touch [Network Settings].
2. Touch [Ethernet Physical Media].
3. Select the required Ethernet Physical Media speed to match the speed set on your hub or switch.
4. Touch [Save].
5. Press the <Log In/Out> button.
6. Touch [Logout] to exit the Tools Pathway.
Enable TCP/IP and HTTP at the Device
Look at the Configuration Report, verify whether the addressing shown under TCP/IP Settings will
enable this device to communicate over your network. Also, verify that HTTP is enabled under HTTP
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Front View
Settings, to enable the use of the device web user interface for network and options configuration. If
necessary, reset TCP/IP Addressing (including DHCP and DNS settings) and enable HTTP as follows:
Note: To configure this feature or these settings access the Tools pathway as a System
Administrator. For details, refer to Access Tools Pathway as a System Administrator on page 18.
1. From the Too ls pathway, touch [Network Settings].
2. Touch the [Network Setup] button,
3. Touch [TCP IP].
4. From the TCP/IP screen, touch [HTTP/IPP Enablement].
a. For Protocol touch [Enable].
b. Touch [Save], to return to the TCP/IP screen.
5. Touch [TCP/IP Settings].
6. Configure TCP/IP settings, including DHCP (Dynamic Addressing) and DNS, touch [Save], touch
the [Close] button to return to the Network Setting screen.
Note: This device supports IPv6 Addressing, with an automatically-built Link Local Address for
broadcasting to routers that can supply the network-layer configuration parameters. See
Configure Network Connectivity Protocols with Internet Services on page 25.
Quick Setup
When your device is configured with an IP Address and HTTP is enabled, you can configure network
information from your web browser via Internet Services. Enter the IP Address of the device in your web
browser to access Internet Services. For further information, refer to Internet Services on page 21.
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Internet Services
Internet Services
Internet Services is the embedded HTTP server application that resides in the device. Internet Services
allows Administrators to change network and system settings on the device from the convenience of
their desktops.
Many of the features available within Internet Services will require an Administrator User Name and
Password. The default User Name is admin and the default Password is 1111. A user will only be
prompted for an Administrator’s User Name and Password once in a single browser session.
System Configuration
To use Internet Services, you need to enable both TCP/IP and HTTP on the device. See To Add or
Change a Static IP Address when there is no DHCP Server Available on page 21.
How to Verify the IP Address
The device is configured by default to request an IP Address from a DHCP server. If your DHCP server
provides a valid IP Address you will not need to configure the device with an IP Address. HTTP is also
enabled by default. Print a Configuration Report to verify the IP Address.
To print a Configuration Report on demand, refer to Print a Configuration Report on page 18.
To Add or Change a Static IP Address when there is no DHCP Server Available
Note: To configure this feature or these settings access the Tools pathway as a System
Administrator. For details, refer to Access Tools Pathway as a System Administrator on page 18.
1. From the Too ls pathway, touch [Network Settings].
2. Touch [Network Setup].
3. Touch [TCP IP].
4. Touch [TCP/IP Settings].
5. Touch [Dynamic Addressing].
a. Touch [Disable] to disable DHCP, and touch [Save] to return to the TCP/IP Settings screen.
6. Touch [IP Address/Host Name], the IP Address/Host Name screen displays.
a. Touch [IPv4 Address] and enter the IPv4 Address using the numerical keypad.
b. Touch [Save] to return to the IP Address/Host Name screen.
c. Touch [Host Name]
d. Touch [Clear Text] and enter the Host Name using the on-screen keyboard.
e. Touch [Save] to return to the IP Address/Host Name screen.
f. Touch [Close] to return to the TCP/IP Settings screen.
7. Touch [Subnet and Gateway].
a. Touch [IP Gateway], and enter a valid IP gateway address using the numerical keypad.
b. Touch [Save] to return to the Subnet and Gateway screen.
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Internet Services
c. Touch [Subnet Mask], and enter a valid subnet mask address using the numerical keypad.
d. Touch [Save] to return to the Subnet and Gateway screen.
e. Touch [Close] to return to the TCP/IP Settings screen.
8. Touch [TCP/IP Enablement].
9. For IPv4, touch [Enable].
10. Touch [Save].
11. Touch [Close].
12. Press the <Log In/Out> button.
13. Touch [Logout] to exit the Tools pathway.
To Access Internet Services
To v i ew t h e Internet Services Welcome screen:
1. Enter the device IP Address in the web browser.
2. Press <Enter> or click on the [Go] button. For example:
The Internet Services Welcome Page
A Welcome page is enabled as the opening page of the device's Internet Services web pages. You can
click on [Configure Device] on the Welcome page, or click on the [Configuration Overview] link on the
Properties tab, to go directly to the Install Wizards for configuring protocols and optional services.
The [I Have a Cloning File...] button on the Welcome page lets you copy configuration settings from a
compatible Xerox system and apply them to this system.
To stop displaying the Welcome page, check the [Don’t Show Welcome Page Again] checkbox.
To a c ces s th e Welcome page or Properties tab of Internet Services, TCP/IP and HTTP must be enabled
on the device as described in the Introduction on page 9 of this guide.
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The Welcome screen displays.
Main Panel
Menu Panel
Header Panel
Internet Services
The Internet Services home page contains three panels without visible boundaries.
• Header Panel: displays the header for all pages. The header includes the Internet Services logo
and model of the device. The header for the WorkCentre series also includes a user mode icon, and
the name or type of a logged-in user. Below this panel on most pages is the tab bar which
corresponds to the seven functions or tabs. These are Status, Jobs, Print, Scan, Address Book,
Properties, and Support. You can navigate through the pages when you click on the text on each
tab.
• Menu Panel: Displays a navigation tree, listing the items available within each category, with the
currently displayed item highlighted.
• Main Panel: Displays information and settings for an item selected on the Menu Panel.
When you open Internet Services, a Welcome screen is displayed. If you click on the [Configure
Device...] button, a Configuration Overview screen opens which provides links to the printing
protocols and services that you can configure on the device.
If you click on the [I have a Cloning File...] button, you can copy settings from one device and transfer
them to another device with the same version of system software.
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Internet Services
Access Internet Services as System Administrator
Many settings can be configured and setup using the Internet Services. By default the Properties tab
and many features are locked, you will need to log in as a System Administrator.
1. At your Workstation, open the web browser, enter the IP Address of the device in the Address bar.
2. Press <Enter>.
3. Click on the [Properties] tab.
4. If prompted, enter the System Administrator User ID and Password. The default is [admin] and
[1111].
5. Click on the [Login] button.
Login in as a System Administrator
1. At your Workstation, open the web browser, enter the IP Address of the device in the Address bar.
2. Press <Enter>.
3. Click on the [Login] link at the top right of the page.
4. In the Login area, enter the System Administrator details in the [User ID] and [Password] field.
The default is [admin] and [1111].
5. Click on the [Login] button.
Changing the System Administrator Password
Xerox recommends that you change the default System Administrator password after you configure
the device for security reasons.
To change the System Administrator password:
At Your Workstation:
Note: To configure this feature or these settings access the Properties tab as a System
Administrator. For details, refer to Access Internet Services as System Administrator on page 24.
1. From the Properties tab, click on the [Security] link.
2. Click on the [User Information Database] link and select [Setup] in the directory tree.
3. In the user list, click on the [Edit...] button on the Admin user row. The Edit User page is displayed.
4. In the User Identification area:
a. Enter the new password in the [Password] field.
b. Retype the password in the [Retype Password] field and click [Edit User], the Security
Confirmation page is displayed.
c. Enter the previous admin password and click [Save].
Note: The User Name ‘Admin’ is not editable and is reserved for the Device Administrator
Account.
Note: Do not forget the password, or you could be locked out of the system requiring a service call.
Be sure to keep it in a secure location.
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To Setup HTTP
The Internet Services HTTP screen allows the System Administrator to specify the Keep Alive Timeout,
Maximum Connections, Port Number and Secure HTTP (SSL) settings.
Note: To configure this feature or these settings access the Properties tab as a System
Administrator. For details, refer to Access Internet Services as System Administrator on page 24.
1. From the Properties tab, click on the [Connectivity] link.
2. Click on the [Protocols] link.
3. Select [HTTP] in the directory tree.
4. In the Configuration area:
a. For Connection, select [Enabled] to enable the protocol.
b. For Secure HTTP (SSL), select [Enabled] to set the HTTP Security Mode.
c. Change the Port Number if required. The default is 443.
d. The [Keep Alive Timeout] setting determines how long the device's Internet Services pages
will wait for a response from a connected user before terminating the connection. Enter the
required number of seconds (1 - 60) in the [Keep Alive Timeout] field.
Note: Generally, user connections will be adversely affected (slow or kept busy) if the Keep Alive
Timeout is set for a long period of time.
Physical Connection will display the current physical connection in use.
The [Maximum Connections] setting is the maximum number of simultaneous connections that
can occur at any given moment to Internet Services. Enter a number from 8 - 32 to indicate the
maximum number of clients that can be connected (for example, with open sockets) to the HTTP
server at any one time in the [Maximum Connections] field.
Note: In order for the device to operate in Secure HTTP (or HTTPS/SSL) mode, the device must
possess a correctly configured Machine Digital Certificate. For information on Machine Digital
Certificate, refer to Security Certificate Management on page 179.
e. Click on the [Apply] button to accept the changes.
Configure Network Connectivity Protocols with Internet Services
Internet Services is a series of web pages, hosted on the embedded HTTP server of the device, allowing
configuration of services and settings using a web browser.
Refer to Network Installation on page 69, of this guide and follow the instructions to configure
protocols.
To configure individual protocols only, using your web browser, from the Properties tab perform the
following steps:
Note: To configure this feature or these settings access the Properties tab as a System
Administrator. For details, refer to Access Internet Services as System Administrator on page 24.
1. From the Properties tab, click on the [Connectivity] link.
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2. Click on the [Protocols] link.
Note: To see IPv6 Addressing parameters, if desired, click [IP (Internet Protocol)] in the list of
Protocols, then click on [IPv6] tab.
3. Select your individual protocol of interest from the displayed list and modify settings to your
requirements. For further information refer to Network Installation on page 69.
Set a Description for the Device
The Internet Services Properties Description page contains information that identifies a specific
device model, name and physical location.
Note: To configure this feature or these settings access the Properties tab as a System
Administrator. For details, refer to Access Internet Services as System Administrator on page 24.
1. From the Properties tab, select [Description] in the directory tree.
2. In the Identification area:
a. Type a name of your choice for the device in the [Device Name] field.
b. Type the site location for the device in the [Location] field.
c. Click on the [Apply] button to accept the changes or [Undo] to return the settings to their
previous values.
To Enable Services
Services are pre-installed on the device, and must be enabled from the Optional Services screen within
the device To ol s pathway.
The Optional Services are:
• ID Card Copy • Immediate Image Overwrite
• Workflow Scanning • Server Fax
• E-mail • Embedded Fax
• Inter net Fax • S ave Job For Rep rint
• Image Overwrite Security • Searchable File Formats
•Network Accounting •Smart Card
• Color Scanner Enablement
At the Device:
Note: To configure this feature or these settings access the Tools pathway as a System
Administrator. For details, refer to Access Tools Pathway as a System Administrator on page 18.
1. From the Too ls pathway, touch [Service Settings].
2. Use the Up and Down scroll button and touch [Optional Services].
Note: If you do not see the required service, you may need to install additional hardware on your
device.
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3. Touch the required service you wish to enable.
4. Touch [Enable].
5. Touch the [Save] button.
6. Press the <Log In/Out> button.
7. Touch [Logout] to exit the Tools Pathway.
The service should now be available from the All Services area of the device user interface screen.
To View the Service Status on the Internet Services
To view the service status on the Internet Services.
Note: To configure this feature or these settings access the Properties tab as a System
Administrator. For details, refer to Access Internet Services as System Administrator on page 24.
1. From the Properties tab, click on the [General Setup] link.
2. Select [Configuration] in the directory tree.
3. Scroll to the Installed Options area.
All the installed options on the device will be listed displaying if the options are enabled or
disabled, installed or not installed.
To Install Print Drivers
Refer to Print Drivers on page 141 of this guide and follow the instructions provided.
Configure Services
If you have installed one or more optional service on your device you can configure the service from
Internet Services.
If you need more specific information about services and how to configure them, refer to the following
chapters for each service:
• Workflow Scanning on page 201.
• Scan to Home on page 239.
• Scan to Mailbox on page 227.
• E-mail on page 243.
• Internet Fax on page 261.
• Embedded Fax on page 271.
• Server Fax on page 289.
• LAN Fax on page 299.
• Reprint Saved Jobs on page 305.
• Network Accounting on page 325.
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Administrator Tools Password
The Administrator password is required to access the administrator tools function both from the device
touch screen and Internet Services. Access to the administrator tools is necessary to configure the
device, network connectivity and optional settings.
Note: Certain areas on the web user interface (Internet Services) are protected by the
Administrator password, this will require you to log in with the User ID and Password (the default
is admin and 1111) BEFORE modifying any settings. After working with settings, make sure to log
out by clicking on [admin-Logout] in the upper-right corner of the Internet Services screen, then
click on the [Logout] button.
We recommend that you change the Administrator password immediately after device installation. A
password of at least nine characters in length should be sufficient. When changed, ensure the
password is kept in a secure place for future use.
Configuration Page
The Configuration page allows you to view device setup details, for example Network Setup and
Workflow Scanning Setup.
Note: These details can also be printed by clicking on the [Print Configuration Page] button.
1. At your Workstation, open the web browser and enter the IP Address of the device in the Address
bar, and press <Enter>.
2. Click on the [Status] tab.
3. Select [Configuration] in the directory tree.
4. To view information about a setting select the required configuration setting from the list.
5. To print the Configuration details, click on the [Print Configuration Page] button.
Configuration Report
Note: The following instructions are assuming that printing a Configuration Report is open to all
users.
The Configuration Report details the device software versions and network settings configured for the
device. The Configuration Report automatically prints when the device is rebooted or switched on. You
can print a Configuration Report by following the instructions below.
At the Device:
1. Press the <Machine Status> button on the device.
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2. Touch the [Machine Information] tab.
3. Touch [Print Reports].
4. Touch [Print Report].
5. Touch [Close].
To Prevent the Configuration Report to Print at Power On
At the Device:
Note: To configure this feature or these settings access the Tools pathway as a System
Administrator. For details, refer to Access Tools Pathway as a System Administrator on page 18.
1. From To ol s pathway, touch [Device Settings].
2. Scroll down by touching the scroll-down button, touch [Configuration Report].
a. The Configuration Report screen displays, for At Power On, touch the [Do Not Print Report]
button.
b. Touch [Save].
3. Press the <Log In/Out> button.
4. Touch [Logout] to exit the Tools pathway.
Configure Print Protocols
1. At your Workstation, open the web browser and enter the IP Address of the device in the Address
bar, and press <Enter>.
2. At the welcome page, click on the [Configure Device] button.
3. If prompted, enter the Administrator User ID and Password. The default is [admin] and [1111].
4. Click on the [Login] button.
5. If you want to use the checklist, click on the [View Checklist] button and click on the [Print]
button. Scroll to the bottom of the screen and click on the [Close] button.
6. Click on the [Settings] button next to Print Protocols.
7. Click on the [Configure] button next to General Settings to configure general print settings.
8. In the General area:
a. For Device Start-Up Page, check the [Enabled] checkbox to enable a start-up page to print
at device start-up.
b. Enter the time to pass, in minutes, for the device to timeout in the [Timeout] field. The range
is 0-7200, the default is 30 minutes.
9. In the Banner Sheet area:
a. For Use Generic User Name and Job Name, check the [Enabled] checkbox, to print the
generic user and job names on the banner sheet for the print jobs instead of the names
submitted with the jobs.
b. For Banner Sheets, check the [Enabled] checkbox to allow a banner sheet to print with every
print job.
c. For Allow Print Driver to Override, check the [Enabled] checkbox to allow the Print Driver to
override the banner sheet option.
10. In the Defaults area, select the required settings for the following options:
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