Scanning Overview, Scanning with the machine | Xerox 5222 manual

10 Scanner Environment Settings

This chapter explains how to set up scanning services in the supported environments. Some models do not support scanning services. Some models require optional kits to use scanning services. For details, contact the Xerox Welcome Center.

In this chapter, the following information is provided.

Scanning Overview – page 275

Scanning with the machine – page 275

Scanning Process – page 276

Scan to E-mail Setup – page 276

Scan to Mailbox Setup – page 278

Network Scanning Setup – page 280

Scan to Home Setup – page 281

Scan to PC Setup (FTP) – page 283

Scan to PC Setup (SMB) – page 284

Job Flow Service Setup – page 285

Scanning Overview

Scanning Services brings the versatility of network scanning to the workstation. By combining the power of the machine, CentreWare Internet Services, and third-party applications, scanning services provides a network solution for all scanning requirements.

Scanning features can be programmed and documents can then be scanned and transferred to a file server. You can access those documents from your workstation, or share them with other users connected to the network.

The stored scanned document can be opened by any software application that can view or edit TIFF/PDF/XPS files.

NOTE: XPS stands for XML Paper Specification.

Scanning with the machine

Scanning services enables multiple users to use the machine to scan and store documents. With the power of the local area network, multiple users can access the machine and use it to scan documents.

To perform network scanning, the machine must be installed on a local area network using TCP/IP protocol. To retrieve a scanned document file, it must be transferred to a file server.

NOTE: ASCII characters are used for the user name, password, and all job template fields when assigned using Scanning Services.

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Xerox 5222 manual Scanning Overview, Scanning with the machine

Contents

System Administration UserGuideGuide Products Subject To Supplementary Export Regulations Products Subject To Ordinary Export Regulations Table of Contents Machine Status Setups Connectivity & Network Setup Port Settings CentreWare Internet Services 147 Unix TCP/IP Printer Environment Settings 225 Scanner Environment Settings 275 Mail Environment Settings 267 Security Encryption/Digital Signature 297 Authentication and Account Administration 307Internet Fax 287 Server Fax 293 Problem Solving 341 Index 435 Appendix 421Page Serial Number Xerox Welcome Center Long Edge Feed LEF Language Displayed on the Touch ScreenConventions Orientation Italic Typeface Text in Square BracketsText in Angle Brackets Related Information Sources Trays 1 & 2/Two Tray Module Trays 3 Loading PaperPreparing Paper for Loading High Capacity Tandem Tray Trays 3 Bypass Tray Tray High Capacity Feeder Tray Loading Paper Envelope Tray Auto Tray Switching Paper Trays Standard Sizes Storing and Handling PaperSupported Paper Sizes and Types Supported Paper Sizes Available blank Not available Tray Module Finisher Output Trays/Duplex Module Standard Sizes Paper Trays Supported Paper TypesPaper Trays Non-standard Sizes Output Trays/Duplex Module Non-standard Sizes Paper Type Weight g/m2 Tray Finisher LX Module Output Trays/Duplex Module Control Panel and Touch Screen Cleaning the MachineOrdering Supplies Document Feeder Rollers Replacing the Drum CartridgeDocument Glass and Document Feeder Glass Inserting the New Drum Cartridge Removing the Old Drum Cartridge Maintenance Removing the Old Toner Cartridge Replacing the Toner Cartridge Inserting the New Toner Cartridge Loading Staples in the Integrated Office Finisher Optional Loading Staples in the Office Finisher LX Optional Orange Lever Emptying the Hole Punch Waste Container Optional Maintenance Job Status Job Status Job Screen Active JobsPop-up Menu Completed Jobs Job History Report Secure Print Jobs & MoreJob Attributes Show Children Jobs Document List Charge PrintRefresh Go to Print Private Charge PrintSecure Print Select All Sample Set Stored Date Delayed PrintPublic Mailbox Document/Type Resend Fax Screen Undelivered Faxes Starting Rate Address Book Machine Information Machine Status Paper Tray Status General Information Off-line Print ModeSetup PCL Emulation Print Reports PasswordOverwrite Hard Disk Copy Reports Job Status/Activity Report Scan Reports Printer Reports Fax Comments List Fax ReportsReports Job Template List Auditron Reports Mailbox ListJob Counter Report Automatically Printed Reports/Lists Manual Receive FaultsFax Receiving Mode Supplies User Account Billing Information Billing InformationBilling Information Tools System SettingsSetup Accounting Authentication/Security Settings Machine Status Enter the System Administration Mode Setting Procedure Exit the System Administration Mode Configure a Feature Main Menu on the Tools Screen System SettingsCommon Service Settings Machine Clock/Timers Audio Tones Screen/Button Settings All Services Service Screen DefaultService Screen After Auto Clear Auto Display of Login Screen Paper Tray Attributes Paper Tray SettingsPaper Tray Attributes on Setup Screen Custom Paper Name / Color Paper Tray Priority Tray 5 Bypass Paper Size DefaultsAuto Tray Switching Control Paper Tray Attributes During Loading Reports Image Quality Job History Report Initialize Hard Disk MaintenanceSided Report Recipient on Activity Report Software Options Finisher AdjustmentDelete All Data Watermark Other Settings Odd Page 2 Sided Paper Size Settings Document Glass Document Feeder Size Width Length Setups Tray 1 Tray 6 HCF Size Width Length Keyboard Input Restriction Tray 1 ConfigurationService Rep. Restricted Operation Millimeters/Inches Copy Tab Copy Service Settings Copy Defaults Image Rotation Direction Edge Erase Left & Right EdgesImage Shift Side Image Rotation Annotations Apply Date Stamp To Annotations Stored CommentAnnotations Comment Position Annotations Date Stamp Copy Control Original Size Defaults Preset 1 to Connectivity & Network SetupReduce/Enlarge Presets Port Settings Port NetWareEtherTalk Bonjour Protocol Settings Machine’s E-mail Address/Host Name Proxy Server Settings Outgoing/Incoming E-mail Settings Domain Filtering Remote Authentication Server SettingsSmtp Server Settings Authentication System Setup SSL/TLS Settings Security SettingsKerberos Server Settings SMB Server Settings Mime Settings Ieee 802.1x Settings IPSec Settings Output Destination for E-mail Print Service SettingsMail Receive Protocol Receiving Buffer LPD Allocate MemoryPostScript Memory Receiving Buffer USB Receiving Buffer EtherTalk Receiving Buffer NetWareReceiving Buffer SMB Receiving Buffer IPP Paper Type Mismatch Receiving Buffer PortPrint Area Substitute Tray PostScript Paper Supply Print User IDBanner Sheet Banner Sheet Tray File Format Scan Service SettingsScan Defaults Mail Subject Scan to PC DefaultsResolution Edge Erase Output Size 1 to Output Size Defaults Image Transfer Screen Tiff Format Fax Defaults Fax Service SettingsScreen Defaults Transmission Header Text Delay Start Specific TimeConfirmation Options Delivery Receipts/Read Receipts Fax Control Save Undelivered Faxes Manual Send/Receive DefaultFax Receiving Mode Sender ID Sided Printing Mailbox Selector SetupTray for Printing Incoming Faxes Pages Up On Receipt Direct Fax Output Destination SetupFax Received Options Mailbox Receive Display Priority 1 to Local Terminal Information Internet Fax Control Internet Fax Output Destination Broadcast Starting RateDelivery Confirmation Method Incoming Internet Fax Print Options Mail Control Mail/Internet Fax Service Settings Max number of pages per Split Send Mail Sending When Search FailedRead Receipts Print Delivery Confirmation E-mail Mailbox Service Settings Mailbox/Stored Document Settings Stored Document Settings Job Flow Service Settings Create Mailbox SetupPool Server Login Method Job Flow Sheet List Default Link Job Flow Sheet to Mailbox Screen Registering Operations with a Job Number Stored Programming Mailbox Link Job Flow Sheet to Mailbox Screen Create Job Flow Sheet Create Job Flow Sheet Screen Add Address Book Entry Create Job Flow Sheet Keyword With Fax selected Description Default With Internet Fax selected Description Default Description Default TIFF-S With E-mail selected Description With Server selected Description Create Fax Group Recipients Paper Tray Attributes AccountingAdd Fax Comment Passcode Create/View User AccountsUser ID User Name Account Limit Reset Total ImpressionsReset User Account View Accounts Reset User Accounts Accounting Type System Administrator’s Meter Copy Jobs Charge Rate per Unit Accounting Login Screen SettingsFax Billing Data Copy Activity Report Authentication/Security SettingsAuto Reset of User Billing Information System Administrator Settings System Administrator’s Passcode AuthenticationSystem Administrator’s Login ID Service Access Login TypeAccess Control Device Access Create/View User Accounts Reset User AccountsCreate Authorization Groups User Details Setup Passcode Policy System Administrator Maximum Login AttemptsCharge / Private Print Settings Receive Control Allow User to Disable Active SettingsJob Status Default Number of Overwrites Access ToActive Jobs View Completed Jobs View Scheduled Image Overwrite Information Checklist CentreWare Internet Services Network Communication Setup CentreWare Internet Services EnvironmentsCentreWare Internet Services Installation Installation Procedure When IPv6 Mode or Dual Stack is selected in step When IPv4 Mode or Dual Stack is selected in step Test Access Logo Panel Selecting Transport ProtocolsScreen Layout Header Panel Main Panel ServicesCategory Name Services Services Trays Default User ID and PasscodeStatus General SMart Kits ConsumablesOutput Destination Consumables Job History JobsActive Jobs Job History List Time Completed Job History Group Parent JobsCount Host Interface Job Submission Error HistoryPrint User ID Delayed PrintDelivery Immediate Print Sample Set Templates ScanJob Templates Distribution New Distribution Template Host Name/IP Address & Port Login NameFields Default Value Optional Add File Edit Protocol Suppression Settings BackgroundResolution Advanced Lighten/Darken Enlarge Output Size Adjustment Orientation Original SizeLayout Original Reduce Mailbox Number MailboxMailbox icons Edit Mailbox Document ListNumber of Documents in this Mailbox Sided Printing Print Paper SupplyOutput Destination Quantity Edit Mailbox Job Flow Sheets List Mailbox SetupJob Flow Sheets Print Job Flow Sheets Common Attributes Send as Internet Fax Send as Fax FTP Transfer Send as E-mail Shared Name PropertiesSMB Transfer Services Properties FeaturesFeature Setting items Configuration Overview Connectivity and Printing Mappings on Configuration Overview Services Serial Number Administrator’s E-mail AddressGeneral Setup Configuration Machine Model Time to Sleep Mode General Setup Paper Settings Paper TypePower Time to Low Power Mode Saver/Energy Saver Settings Port General Setup MemorySettings Auto Refresh Interval Login Details from Device Install Clone File General Setup CloningView Feature Details Hide Feature Details Billing Billing Information Counters General Setup Alert NotificationBilling Meter Read Alerts Supplies Data Sent Alerts Meter Assistant General Setup SMartESolutions Registration Send E-mail Connectivity Port SettingsMail Notification Service Internet Services NetWare Connectivity Physical Ethernet ConnectionsProtocols EtherTalk SLP Connectivity Protocols NetWare TCP/IP Connectivity Protocols DHCP/DDNS Connectivity Protocols TCP/IP Connectivity Protocol Snmp Configuration Connectivity Protocols Snmp Configuration Microsoft Networking Ssdp Connectivity Protocols Microsoft Networking Ldap Connectivity Protocols Smtp Server Connectivity Protocols Ldap Connectivity Protocols Ldap POP3 Setup Proxy Server Connectivity Protocols Http Bonjour Connectivity ProtocolsUPnP Discovery WebDAV Language Emulations Services Printing Print Mode PCL Services Printing Language Emulation Services Printing Language Emulation 199 Defaults Services Mail Internet Fax Services Mail DefaultDefaults Public Address Book Fax Services Internet Fax DefaultFax Settings Public Address Book Fax Received Options Services FaxFax Repository Setup File Repository Setup Services Network General Scanning Scan Template Management Services Network File Repository Setup ScanningDefault Template Validation Servers Scan to Home Services Network Advanced Scanning Xerox Services Xerox Communication Server Services Scan to HomeSoftware Upgrades Manual Upgrade Accounting Xerox Standard Manage Accounting Services Xerox ServicesCustom Validation Options Services Custom Services Group Accounts Accounting Xerox StandardAccounting Accounting Report and ResetAccounting Xerox Standard Verify User Details for Printer/Direct Fax Jobs Configuration Accounting TypeAuthentication Required Verify User Details Device Default State Configuration Authentication Configuration Configuration Accounting Accounting Login Screen Settings Configuration Authentication Configuration Security Authentication Remote Login User ID Security Authentication Authentication ConfigurationSetup Failed Access Log Groups Security Create Create Authorization GroupsAuthorization Setup Remote Authentication System IP Filtering Security Remote SMB Server AuthenticationXerox Secure Access Settings Servers Certificate Security IP FilteringAudit Log Machine Digital Verify Shared Key IKE Authentication MethodSecurity IP Sec Shared Key Display the list Security Certificate Certificate Order Management Retype Password Enable IeeeAuthentication Method Login Name Device Name Settings Administrator’s Login ID Security SettingsJob Status Completed Jobs View Default Administrator Xerox Support Software UpgradesSystem Administrator Support Procedure for Quick Network Setup Using TCP/IP Quick Network Setup DhcpPrerequisites for Quick Network Setup Using TCP/IP Configuring an IP Address via Dhcp Quick Network Setup Static IP Windows TCP/IP NetWare Environments Information ChecklistNetWare IPX/SPX frame types NetWare InstallationInstallation Procedure Target computers Test Print Network Communication SetupNetWare Setup Computer Setup Test Print NetWare SetupComputer Setup Unix TCP/IP Interface Unix TCP/IP InstallationUnix TCP/IP Environments 234 Printer Name Print Language/Mode/Logical Printer Workstation SetupPrint language/mode/logical printer Solaris IP address tab PrinterName SunOS HP-UX Using the Command Window TTY Method Using the System Administrator Manager SAM GUI Method Solaris/HP-UX Printing Print lpr Job number Delete lprm Parameter Printer Status Examples +interval Parameter Description OptionFunction Selecting a paper tray Specifying double-sided printing Selecting a paper output traySelecting a paper type Specifying collation Specifying paper size and double-sided printing Printing Specifying the print modeSpecifying stapling EtherTalk Environments EtherTalk Workstation Setup EtherTalk Installation Microsoft Networking Connection Protocol SMB InstallationSMB Environments Install the print driver on the computer 254 TCP/IP LPD or Port9100 TCP/IP LPD or Port9100 Environments TCP/IP LPD or Port9100 Installation 257 258 USB Port USB Port Environment USB Port InstallationUSB Port Communication Setup USB Port Communication Setup Auto Eject Time Adobe Communication Protocol IPP Environment IPP Internet Printing Protocol IPP Installation 264 Test Print Computer Setup Printer Environment Settings 266 Mail Overview Scan to E-mail Mail Print Mail Notification Service Notify Job End by E-mail System Requirements Mail InstallationCorrespondent Specifications Mail Environments 270 Mail Setting Setup Scan to E-mail Test Mail 273 Mail Environment Settings 274 Scanning with the machine Scanning Overview Scanning Process Scan to E-mail SetupPrerequisites for Scan to E-mail Setup Data to Set Up E-mail Install Comments Requirement Procedure for Scan to E-mail Setup Symptom Possible Cause Resolution/Validation Scan to Mailbox SetupScan to E-mail Troubleshooting Prerequisites for Scan to Mailbox Setup Data to Set Up Scan to Install Comments Mailbox Requirement Prerequisites for Network Scanning Setup Network Scanning Setup Procedure for Network Scanning Setup Scan to Home Setup At Your Workstation Prerequisites for Scan to Home SetupProcedures for Scan to Home Setup Data to Set Up Scan to PC Install Comments Scan to PC Setup FTPPrerequisites for Scan to PC Setup FTP Prerequisites for Scan to PC Setup SMB Scan to PC Setup SMBProcedure for Scan to PC Setup FTP Procedure for Scan to PC Setup SMB Job Flow Service Setup 286 Internet Fax Overview Internet Fax Internet Fax Environments Internet Fax Installation Test Internet Fax 290 Test Internet Fax 292 Server Fax Environments Server Fax Overview Test Server Fax Transmission Server Fax InstallationFax Server Installation and Configuration Fax Server Installation and Configuration Machine Configuration Test Server Fax Transmission Security Encryption/Digital Signature Types of Encryption/Digital Signature Services Available Mail Encryption/Digital Signature Configuration of Https SSL/TLS Communication EncryptionInstallation Overview Configuration on the Machine Configuration on a Computer Configuring Certificates with CentreWare Internet Services Configuration of E-mail Encryption/Digital Signature Page No settings are required on a recipient computer Supported E-mail Applications 304 To enable IPsec Configuration of IPsec 306 Users Controlled by Authentication Overview of Authentication Unauthenticated Users Types of AuthenticationAuthenticated Users with System Administrator Privileges Authenticated Users with Account Administrator Privileges Xerox Secure Access Functions Controlled by AuthenticationLocal Access CentreWare Internet Services Authentication for Job Flow Sheets and MailboxesRemote Access Mailbox Job Flow Sheet System Administrator Shared Job Flow SheetJob Flow Sheet Types Generally Shared Job Flow Sheet Created using Create Job Flow Sheet on the Setup screen When the Authentication Feature is Not EnabledCreated using Create Mailbox on the Setup screen When the Authentication Feature is Enabled Types of Mailboxes Authenticated Users Job Flow OperationsSystem Administrator Job Flow Operations System Administrator Shared Mailbox Operations General Users System Administrator MailboxPersonal Mailbox Owner Other PersonalGenerally System Administrator Mailbox Operations Authenticated Users Mailbox Operations General Users Linking Job Flow Sheets to MailboxesJob Flow Owner Other Trator Mailbox System Administrator Job FlowJob Flow Shared by Management Features and Services Overview of Account AdministrationTypes of Account Administration Accounting Restricted UseAccount Per Account Corresponding Restrictions on Use Per-user Jobs that Can be Managed for Each ServiceService Accounting Limit *2 Information Account User JobsDocument Manageable Items Manageable Document Scan Account Services Information Overview Installation ChecklistEnabling Xerox Standard Accounting from Internet Services Xerox Standard Accounting Creating a Group Account Creating a User Account and Setting Usage LimitsMaximum Usage Limits and Resetting Individual Usage Limits At the Machine Using XSA at the machineResetting Usage Data To Reset User Limits To make a Back-up file Printing a Usage ReportEnabling XSA in your Print Drivers Configuring 802.1x with CentreWare Internet Services 802.1x AuthenticationTo Restore Settings or Clone Settings to another Machine Preparations Local Machine Authentication Setup Remote Authentication Setup Configuring Remote Authentication for SMB Configuring Remote Authentication for Kerberos WindowsConfiguring Remote Authentication for Kerberos Solaris Configuring Remote Authentication for Ldap Enabling Network Authentication Network Authentication Setup 336 Enabling the Accounting Option in Workstation Print Drivers Xerox Secure Access SetupSecure Access and Accounting Information Checklist Enabling Specific Xerox Secure Access Settings Using Secure Access Adding the Secure Access to the Server Authentication and Account Administration 340 Fault Clearance Procedure Problem Solving Paper Jams 343 344 Green Lever A2 Paper Jams in Cover aGreen Lever A1 Paper Jams in Cover B Paper Jams in Cover E Paper Jams in Cover C Tray Paper Jams in the High Capacity Tandem Tray Optional At the Exit of Tray Paper Jams in Tray 5 BypassPaper Jams in the Duplex Module Cover D Optional Paper Jams in the High Capacity Feeder Optional Under the Top Cover of Tray Office Finisher LX Top Cover Paper Jams in the Integrated Office Finisher OptionalPaper Jams in the Office Finisher LX Optional Integrated Office Finisher Top Cover Office Finisher LX Transport Cover F Document Jams Stapler Faults Staple Jams in the Integrated Office Finisher Optional Lever R1 Staple Jams in the Office Finisher LX Optional 357 Symptom Recommendation Common Problems Symptom Recommendation 360 Symptom Recommendation Troubleshooting Network-related ProblemsProblem Solving Procedure Cause Confirmation Method Action When printing fails Cause Confirmation Method ActionWhen the document cannot be deleted from the printer window When the machine is switched off Other Problem ActionMachine settings Client settings Authentication using SMB When printingPrinting using an SMB environment Netware When printing fails Cause Confirmation Method Action When there is no notification of error Confirmation Method Unix 370 TCP/IP This section explains the restrictions for TCP/IP EtherTalk Problem Cause Action Bonjour operating environment BonjourName Change Rules Zone Name Problem Confirmation Method Action CentreWare Internet Services Scanning Services Network access in an SMB environment When retrieving a document from a mailboxWhen polling from another fax machine Using Tiff files Mail Services Internet/Intranet Connection Internet/Intranet connections Problem ActionWhen you cannot connect to a web server Scanning AuthenticationConnection to External Applications Custom Services IPv6 Addresses Code Description and Remedy Fault Codes Code Description and Remedy 384 Code Description and Remedy 386 Code Description and Remedy 388 Code Description and Remedy 390 Code Description and Remedy 392 Code Description and Remedy 394 Code Description and Remedy 396 Code Description and Remedy 398 Code Description and Remedy 400 Code Description and Remedy 402 Code Description and Remedy 404 Code Description and Remedy 406 Code Description and Remedy 408 Code Description and Remedy 410 Code Description and Remedy 412 Code Description and Remedy 414 Code Description and Remedy 416 Code Description and Remedy 418 Message Description and Remedy Screen Messages 420 Machine Specifications Specifications Document Feeder First Copy Out TimeWarm-up Time Document Glass Paper Supply Left Side Tray Paper OutputEnvelope Tray Center Tray Frequency Electrical SpecificationsPower Consumption Office Finisher LX Specifications for the Fax Service Parameter Value Emulation ParametersPCL Emulation 428 429 Parameter Item No Value Machine Software UpgradePrepare for the Upgrade Xerox Extensible Interface Platform Xeip Configuring Xeip 433 Appendix 434 Numerics Index 436 437 438 439 440 441 442 443 444