Scanning Overview, Scanning with the machine | Xerox 5225A, 5230A

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 283

Scanning with the machine – page 283

Scanning Process – page 284

Scan to E-mail Setup – page 284

Scan to Mailbox Setup – page 286

Network Scanning Setup – page 288

Scan to Home Setup – page 289

Scan to PC Setup (FTP) – page 291

Scan to PC Setup (SMB) – page 292

Job Flow Service Setup – page 293

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/JPEG* files.

*: The JPEG file format is supported by the WorkCentre 5225A/5230A only.

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 5225A, 5230A manual Scanning Overview, Scanning with the machine

Contents

User Guide 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 149 Unix TCP/IP Printer Environment Settings 233 Scanner Environment Settings 283 Mail Environment Settings 275 Security Encryption/Digital Signature 305 Authentication and Account Administration 315Internet Fax 295 Server Fax 301 Problem Solving 349 Index 445 Appendix 431Page Serial Number Xerox Welcome Center Long Edge Feed LEF Language Displayed on the Touch ScreenConventions Orientation Text in Angle Brackets Text in Square BracketsItalic Typeface Related Information Sources Preparing Paper for Loading Loading PaperTrays 1 & 2/Two Tray Module Trays 3 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 Output Trays/Duplex Module Paper and Other Media Document Glass and Document Feeder Glass Cleaning the MachineOrdering Supplies Control Panel and Touch Screen Document Feeder Rollers Replacing the Drum CartridgeRemoving the Old Drum Cartridge Inserting the New Drum Cartridge Replacing the Toner Cartridge Removing the Old Toner Cartridge Loading Staples in the Integrated Office Finisher OptionalInserting the New Toner Cartridge Maintenance Loading Staples in the Office Finisher LX Optional Maintenance Emptying the Hole Punch Waste Container Optional Maintenance Job Status Job Status Pop-up Menu Active JobsJob Screen Completed Jobs Print this job History Report Secure Print Jobs & MoreJob Attributes Show Child 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 Overwrite Hard Disk PasswordPrint Reports Copy Reports Job Status/Activity Report Scan Reports Printer Reports Fax Comments List Fax ReportsReports Job Template List Job Counter Report Mailbox ListAuditron Reports Automatically Printed Reports/Lists Manual Receive FaultsFax Receiving Mode Supplies Billing Information Billing InformationUser Account Billing Information Setup System SettingsTools Accounting Authentication/Security Settings Machine Status Enter the System Administration Mode Setting Procedure Exit the System Administration Mode Configure a Feature Common Service Settings System SettingsMain Menu on the Tools Screen Machine Clock/Timers Audio Tones Screen/Button Settings Auto Display of Login Screen Screen Default at Power OnService Screen Default Service Screen After Auto Clear Paper Tray Attributes Paper Tray SettingsPaper Tray Attributes on Setup Screen Custom Paper Name / Color Paper Tray Priority Tray 5 Paper Size DefaultsAuto Tray Switching Control Paper Tray Attributes During Loading Reports Image Quality Print Reports Button Sided Report MaintenanceRecipient on Activity Report Software Options Finisher AdjustmentInitialize Hard Disk Delete All Data Date Format Default Watermark EffectDefault Watermark Watermark Other Settings Auto Job Promotion Default Print Paper SizePaper Size Settings Extended Tray Module 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 Defaults Copy Service SettingsCopy Tab Lighten/Darken Paper SupplyReduce/Enlarge Original Type Original Orientation Image Shift SideImage Rotation Image Rotation Direction Annotations Date Stamp Position Annotations Comment PositionAnnotations Date Stamp Annotations Apply Date Stamp To Copy Control Reduce/Enlarge Presets Original Size Defaults Port Settings Connectivity & Network SetupPreset 1 to 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 Mail Receive Protocol Print Service SettingsOutput Destination for E-mail Receiving Buffer USB Allocate MemoryPostScript Memory Job Ticket Memory WorkCentre 5225A/5230A Receiving Buffer SMB Receiving Buffer NetWareReceiving Buffer IPP Substitute Tray Receiving Buffer EtherTalkReceiving Buffer Port Print Area Banner Sheet Tray Unregistered FormsPrint User ID Banner Sheet File Format Scan Service SettingsScan Defaults Color Scanning WorkCentre 5225A/5230A Color Space WorkCentre 5225A/5230A ResolutionContrast WorkCentre 5225A/5230A Shadow Suppression WorkCentre 5225A/5230A Scan to PC Defaults Output Size 1 to Output Size Defaults Tiff Format Saturation WorkCentre 5225A/5230ABackground Suppression Level WorkCentre 5225A/5230A Shadow Suppression Level WorkCentre 5225A/5230A Screen Defaults Fax Service SettingsFax Defaults Fax Control Re-enter Speed Dial Recipients Mixed Sized Originals Scan ModeRe-enter Recipients Re-enter Broadcast Recipients Save Undelivered Faxes Manual Send/Receive DefaultFax Receiving Mode Sender ID Reduce 8.5×11 SEF Original to A4 SEF Mailbox Selector SetupPages Up On Receipt Sided Printing Direct Fax Output Destination SetupFax Received Options Mailbox Receive Display Priority 1 to Local Name Local Terminal Information Internet Fax Control Mail/Internet Fax Service Settings Mail Control Maximum Split Count WorkCentre 5225A/5230A Mail Sending When Search FailedMaximum Data Size per E-mail WorkCentre 5225A/5230A Maximum Total Data Size WorkCentre 5225A/5230A Mailbox Service Settings Mailbox/Stored Document Settings Stored Document Settings Job Flow Service Settings Setup Delete Documents After Retrieval Create MailboxMailbox Name Check Mailbox Passcode Link Job Flow Sheet to Mailbox Screen Stored ProgrammingRegistering Operations with a Job Number Create Job Flow Sheet Create Job Flow Sheet Screen Send as Internet Fax DescriptionKeyword Send as Fax Create Job Flow Sheet Keyword With Fax selected Description DefaultAdd Address Book Entry Refer to Add Fax Comment on Description Default With E-mail selected Description With Internet Fax selected Description Default With Server selected Description Create Fax Group Recipients Add Fax Comment AccountingPaper Tray Attributes Passcode Create/View User AccountsUser ID User Name User Role Reset Total ImpressionsReset User Account Account Limit View Accounts Reset User Accounts Accounting Type System Administrator’s Meter Copy Jobs Fax Billing Data Accounting Login Screen Settings Charge Rate per Unit Authentication/Security SettingsAuto Reset of User Billing Information Copy Activity Report System Administrator’s Passcode System Administrator SettingsAuthentication System Administrator’s Login ID Service Access Login TypeAccess Control Device Access Create/View User Accounts Reset User AccountsCreate Authorization Groups Feature Access Display Login Status User Details SetupAllow user to disable active settings Failed Access Log Charge / Private Print Settings System Administrator Maximum Login AttemptsPasscode Policy Job Status Default Allow User to Disable Active SettingsReceive Control Hide Job Details Access ToActive Jobs View Completed Jobs View Scheduled Image Overwrite Number of Overwrites Setups 148 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 Category Name Services ServicesMain Panel 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 Print Error HistoryJob Submission Feature Description Job Templates ScanTemplates Copy New Distribution TemplateDistribution Delete Destination Edit Login NameFields Default Value Optional Add File Color Scanning WorkCentre 5225A/5230A Network Color ScanningScanning WorkCentre 5225A/5230A Sided Scanning Original Type WorkCentre 5225A/5230A Background Settings WorkCentre 5222/5225 5230 Image OptionsWorkCentre 5225A/5230A Resolution Advanced Lighten/Darken Enlarge Output Size Adjustment Orientation Original SizeLayout Original Reduce Document Name Filing DocumentOptions Name Document Format Edit Network Optimized for Mailbox Document List Mailbox Retrieve Edit Mailbox Job Flow Sheets Mailbox SetupJob Flow Sheets List Print Job Flow Sheets Common Attributes Send as Internet Fax Send as Fax FTP Transfer Send as E-mail Shared Name SMB Transfer Properties 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 Feature Setting items Install Clone File General Setup CloningView Feature Details Hide Feature Details General Setup Alert Notification Meter Assistant General Setup SMartESolutions Registration WSD Protocols EtherTalk Connectivity Physical Ethernet Connections SLP Connectivity Protocols NetWare TCP/IP Connectivity Protocols DHCP/DDNS Connectivity Protocols TCP/IP Connectivity Protocol Snmp Configuration Connectivity Protocols Snmp Configuration Microsoft Networking Connectivity Protocols Snmp Configuration Connectivity Protocols Microsoft Networking Ldap Connectivity Protocols Smtp Server Connectivity Protocols Ldap Connectivity Protocols Ldap POP3 Setup Connectivity Protocols Http WebDAV UPnP DiscoveryBonjour Language Emulations Services Printing Print Mode PCL Services Printing Language Emulation Services Printing Language Emulation 204 Defaults Services Mail Public Address Book Services Mail DefaultInternet Fax Fax Fax Repository Setup Services FaxFax Received Options Services Network General Scanning Scan Template Management Services Network File Repository Setup ScanningDefault Template Validation Servers 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 Accounting Accounting Xerox StandardGroup Accounts Accounting Xerox Standard Customize User Prompts Configuration Accounting TypeVerify User Details Verify User Details for Printer/Direct Fax Jobs Configuration 218 Accounting Accounting Login Screen Settings Configuration Authentication Configuration Security AuthenticationAuthentication Required Failed Access Log Security Authentication Authentication ConfigurationDevice Default State Configuration Setup Groups Security Create Create Authorization GroupsAuthorization Setup Remote Authentication System Security Remote SMB Server Authentication 5225A/5230A Unbounded Port Security IP FilteringUnbounded Port Security Machine Digital Upload Signed Certificate 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 Security Settings Location System AdministratorSupport Phone Number Supply Phone Number Services Phone NumberXerox Support Customer Support Phone Number CentreWare Internet Services 232 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 Information ChecklistNetWare Environments IPX/SPX frame types NetWare InstallationInstallation Procedure Target computers Test Print Network Communication SetupNetWare Setup Computer Setup Computer Setup NetWare SetupTest Print Unix TCP/IP Unix TCP/IP Environments Unix TCP/IP InstallationInterface 242 Print language/mode/logical printer Workstation SetupPrinter Name Print 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 Selecting a paper type Selecting a paper output traySpecifying double-sided printing Specifying collation Specifying paper size and double-sided printing Specifying stapling Specifying the print modePrinting EtherTalk Environments EtherTalk Workstation Setup EtherTalk Installation Microsoft Networking SMB Environments SMB InstallationConnection Protocol Install the print driver on the computer 262 TCP/IP LPD or Port9100 TCP/IP LPD or Port9100 Environments TCP/IP LPD or Port9100 Installation 265 266 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 272 Test Print Computer Setup Printer Environment Settings 274 Mail Overview Scan to E-mail Mail Print Mail Notification Service Notify Job End by E-mail System Requirements Mail InstallationCorrespondent Specifications Mail Environments 278 Mail Setting Setup Scan to E-mail Test Mail 281 Mail Environment Settings 282 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 Procedures for Scan to Home Setup Prerequisites for Scan to Home SetupAt Your Workstation Prerequisites for Scan to PC Setup FTP Scan to PC Setup FTPData to Set Up Scan to PC Install Comments Procedure for Scan to PC Setup FTP Scan to PC Setup SMBPrerequisites for Scan to PC Setup SMB Procedure for Scan to PC Setup SMB Job Flow Service Setup 294 Internet Fax Overview Internet Fax Internet Fax Environments Internet Fax InstallationTest Internet Fax Internet Fax Installation 298 Test Internet Fax 300 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 312 To enable IPsec Configuration of IPsec 314 Users Controlled by Authentication Overview of Authentication Unauthenticated Users Types of AuthenticationAuthenticated Users with System Administrator Privileges Authenticated Users with Account Administrator Privileges Local Access Functions Controlled by AuthenticationXerox Secure Access Remote Access Authentication for Job Flow Sheets and MailboxesCentreWare Internet Services Mailbox Job Flow Sheet System Administrator Shared Job Flow SheetJob Flow Sheet Types Generally Shared Job Flow Sheet Created using Create Mailbox on the Setup screen When the Authentication Feature is Not EnabledCreated using Create Job Flow Sheet 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 Personal Mailbox General Users System Administrator MailboxOperations Generally PersonalOwner Other System Administrator Mailbox Operations Authenticated Users Mailbox Operations Job Linking Job Flow Sheets to MailboxesGeneral Users Job Flow Shared by Mailbox System Administrator Job FlowOwner Other Trator Types of Account Administration Overview of Account AdministrationManagement Features and Services Accounting Restricted UseAccount Per Account Restrictions on Use Corresponding Service AccountingLimit Account Manageable Jobs Jobs that Can be Managed for Each ServiceItems Manageable Items Account User Jobs Document Manageable Items Account Services InformationScan Xerox Standard Accounting Installation ChecklistOverview At Your Computer Enabling Xerox Standard Accounting from Internet ServicesCreating a User Account and Setting Usage Limits Creating a Group Account At the Machine Maximum Usage Limits and Resetting Individual Usage LimitsUsing XSA at the machine To Reset User Limits Printing a Usage Report Resetting Usage DataEnabling XSA in your Print Drivers To make a Back-up file 802.1x AuthenticationTo Restore Settings or Clone Settings to another Machine Configuring 802.1x with CentreWare Internet Services Preparations Local Machine Authentication Setup Remote Authentication Setup Configuring Remote Authentication for Kerberos Solaris Configuring Remote Authentication for Kerberos Windows Configuring Remote Authentication for Ldap Configuring Remote Authentication for SMB Custom Filters Ldap AuthenticationLdap Group Access Ldap User Mappings Enabling Network Authentication Network Authentication Setup 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 348 Fault Clearance Procedure Problem Solving Paper Jams 351 352 Green Lever A1 Paper Jams in Cover aGreen Lever A2 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 365 Symptom Recommendation Common Problems Symptom Recommendation 368 Symptom Recommendation Problem Solving Procedure Network-related ProblemsTroubleshooting When the document cannot be deleted from the printer window When printing fails Cause Confirmation Method ActionCause Confirmation Method Action When the machine is switched off Other Problem ActionMachine settings Client settings Printing using an SMB environment When printingAuthentication using SMB NetWare When printing fails Cause Confirmation Method Action When there is no notification of error Unix 378 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 When you cannot connect to a web server Problem ActionInternet/Intranet connections Scanning AuthenticationConnection to External Applications Custom Services IPv6 Addresses Code Description and Remedy Fault Codes Code Description and Remedy 392 Code Description and Remedy 394 Code Description and Remedy 396 Code Description and Remedy 398 Code Description and Remedy 400 401 402 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 Code Description and Remedy 420 Code Description and Remedy 422 Code Description and Remedy 424 Code Description and Remedy 426 Code Description and Remedy Message Description and Remedy Screen Messages 429 Problem Solving 430 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 PCL Emulation Emulation ParametersParameter Value 438 439 Prepare for the Upgrade Machine Software UpgradeParameter Item No Value Xerox Extensible Interface Platform Xeip Configuring Xeip 443 Appendix 444 Numerics Index 446 447 448 449 450 451 452 453 454