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Xerox 7755, 7765 Configuring Workflow Scanning, Configuring File Repository Settings, Notes

Models: 7755 7775 7765

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Scanning

Workflow Scanning

Workflow Scanning allows you to scan an original document and distribute and archive the scanned image file. The Workflow Scanning feature is designed to simplify the task of scanning many multi- page documents and saving the scanned image files in one or more file locations.

To specify how and where scanned images are stored, you must create a template. You can create templates and manage and store them on a network in a template pool repository. Xerox software, such as SMARTsend and ScanFlowStore, is designed to help you create and manage Workflow Scanning templates.

Notes:

•This feature requires the Network Scanning and Email Feature Enablement Kit to be installed on your printer. For more information, see your Xerox Sales Representative.

•For instructions explaining how to use this feature, see the User Guide at www.xerox.com/office/WC7755_WC7765_WC7775docs.

Before you begin:

•Install the Network Scanning and Email Feature Enablement Kit. For details, see the instructions in the kit.

•Verify Secure HTTP (SSL) is enabled, and a certificate is installed on the printer.

Configuring Workflow Scanning

Note: If your printer is locked, you must log in as a system administrator. For details, see Accessing CentreWare IS on page 17.

1.In CentreWare IS, click Properties > Services > Workflow Scanning > Scanning Web Services.

2.Next to Scan Template Management, click Settings. The HTTP page opens.

3.Enable Scan Template Management.

4.Click Save.

Configuring File Repository Settings

A file repository is a network location where scanned images are stored. You must configure the file repository settings before you can create a template.

Your printer supports the following transfer protocols:

•FTP

•NetWare NCP

•SMB

•HTTP/HTTPS

106WorkCentre 7755/7765/7775 Multifunction Printer System Administrator Guide

Image 106

Xerox 7755, 7765, 7775 manual Configuring Workflow Scanning, Configuring File Repository Settings, Notes

Contents

Xerox WorkCentre 7755 / 7765 / Español Guía del administrador del sistemaPortuguês Guia de Administração do Sistema Multifunction PrinterSGI IRIX is a trademark of Silicon Graphics, Inc Document version 1.0: September1 Introduction 2 Initial Setup3 Network Configuration Contents4 Security Contents5 Printing 6 Managing Copy Functions7 Scanning 8 Fax10 Administrator Tools 9 AccountingA Audit Log Event Identification Numbers 11 Customization and ExpansionIndex This chapter includes •Overview on page Introduction1•More Information on page Configuration Steps OverviewSource More InformationInformation Software and Documentation DiscIntroduction •Initial Setup in CentreWare IS on page Initial Setup•Initial Setup at the Control Panel on page This chapter includesPhysical Connection Quick Setup Home Initial Setup at the Control PanelThe Installation Wizard Configuration ReportAssigning a Network Address 3.Touch Ethernet Physical MediaChanging the System Administrator Password Initial Setup in CentreWare ISAccessing CentreWare IS Locking or Unlocking the PrinterEnabling Services Accessing the Configuration ReportUsing the Configuration Overview Page Assigning a Name and Location to the Printer2.Touch Installed Options Initial Setup •Proxy Server on page Network Configuration•Raw TCP/IP Printing on page •AppleTalk on pageEnabling TCP/IP Configuring TCP/IP Settings at the Control PanelTCP/IP NotesConfiguring DNS/DDNS Settings Configuring TCP/IP Settings in CentreWare ISConfiguring Dynamic Address Settings Configuring Settings for IPv4Configuring IP Settings for IPv6 NotesNotes Default DHCP SettingsNotes DNS Configuration for IPv6 Manual Address OptionsPage Page SNMP Configuring SNMP SettingsEditing SNMP v1/v2c Properties SNMP Advanced Settings Editing SNMP v3 SettingsAdding IP Trap Destination Addresses Adding IPX Trap Destination Addresses SSDP Enabling LPR/LPD LPR/LPDNotes Raw TCP/IP Printing Basic SettingsAdvanced Settings Notes3.Backchannel Data Network ConfigurationSystem Administrator Guide 4.Banner Page PrintingConfiguring SMTP Server Settings SMTP8.Click Apply Configuring LDAP/LDAPS Server Settings LDAPConfiguring Contexts for LDAP Defining User Mappings•Device Access Setup on page Configuring Authorization Access by Groups•User Roles Access Setup on page •Service Access Setup on pageService Access Setup Configuring Filters for LDAPFeature Access Setup Notes 8.Click ApplyPOP3 HTTP Configuring HTTP SettingsEnabling HTTP Proxy Server Page AppleTalk Enabling AppleTalk on the printerConfiguring NetWare Settings NetWareNetWare Directory Services NDS Configuring WINS Configuring Microsoft NetworkingMicrosoft Networking Notes Enabling WSDNotes Network Configuration 4.Click Apply•Controlling Access to Tools and Features on page Security4•Setting up Access Rights on page •Digital Certificates on pageSetting up Access Rights OverviewSpecifying Password Requirements Local AuthenticationUser Information Setting Up Local Authentication Network AuthenticationSetting up Network Authentication 6.A backup address is optional Authentication Using a Card Reader System Manually Configuring Control Panel Authentication 5.Type the details in the Path field Controlling Access to Tools and Features Controlling Access for All UsersInstalling a Digital Certificate Digital CertificatesManaging Trusted Certificate Authorities Creating a RequestDownloading the Generic Xerox CA 3.Select Save Target AsEnabling Secure HTTP SSL Secure HTTP SSLNotes Managing Actions IPsecEnabling IPsec NotesManual Keying Settings Internet Key Exchange SettingsEditing or Deleting an Action NotesCreating a New Protocol Group Managing Protocol GroupsManaging Host Groups Editing or Deleting a Protocol GroupDefining a Security Policy Managing Security PoliciesEditing or Deleting a Host Group Prioritizing a Security PolicyAt the Control Panel Enabling and Configuring802.1X In CentreWare IS6.Enable Save to save new password 2.Under Protocol, select Enable•EAP-MD5 •PEAPv0/EAP-MS-CHAPv2 •EAP-MS-CHAPv2 Stored Data Encryption Manually Deleting Image Data Overwriting Image DataScheduling Routine Deletion of Image Data System Administrator Guide •Jobs stored by the Scan to Mailbox service•Fax Dial Directories •Fax Mailbox contents 6.Click ApplyCreating an IP Filter Rule IP FilteringEditing or Deleting IP Filter Rules Arranging the Execution Order of IP Filter Rules Saving an Audit Log Audit LogEnabling Audit Log Interpreting the Audit Log•Completion Status System Administrator GuideSecurity Security •Managing Banner Sheet Printing Options on page Printing5•Saving and Reprinting Jobs on page •UNIX, Linux, and AS/400 Printing on pageSaving and Reprinting Jobs Enabling the Reprint Saved Jobs FeatureSaving and Printing Jobs Creating a New Folder Creating and Managing FoldersManaging Folders 8.Type a Password and Retype Password Backing up Saved JobsRestoring Saved Jobs 9.Enable Select to Save New Password8.Type a Password and Retype Password 9.Enable Select to Save New PasswordSetting Banner Sheet Identification Options Managing Banner Sheet Printing OptionsUser ID: UNIX, Linux, and AS/400 Printing Xerox Services for UNIX Systems XSUSInstalling XSUS Supported Printing ModelsDownload the Files Perform the Installation ProcedureLaunch XSUS Printing from a Linux Workstation Installing the Xerox PPD on the WorkstationInstalling the WSCO and Setting up Print Queues AS/400Notes Printing •Specifying Default Copy Settings on page Managing CopyFunctions •Creating Copy Feature Presets on page4.Touch Feature Defaults Specifying Default Copy Settings3.Touch Copy Service Settings 6.Touch Save Defaults3.Touch Copy Service Settings Changing the Reading Order2.Touch Service Settings NotesEdge Erase Presets Creating Copy Feature PresetsImage Shift Presets Reduce/Enlarge Presets 1.Touch Reduce/Enlarge PresetsManaging Copy Functions •Scanning to an Email Address on page Scanning7Scanning to a Folder on the Printer on page •Workflow Scanning on pageEnabling or Disabling Scan to Mailbox Setting Scan PoliciesScanning to a Folder on the Printer NotesCreating and Editing a Folder Managing Folders and Scanned FilesDeleting Scanned Files Managing Folder Passwords Delete Scan FoldersMonitoring Capacity NotesScanning to an Email Address Editing Default Scan SettingsTroubleshooting Scan to Email Managing the Email Address BookSee also: See the Online Support Assistant at Workflow Scanning Configuring Workflow ScanningConfiguring File Repository Settings NotesNetWare NCP Page HTTP/HTTPS CGI Scripts Adding a Fax Destination Configuring the Default TemplateAdding a File Destination Adding Document Management FieldsConfiguring Workflow Scanning General Settings 1.Under Document Management Fields, click AddSetting Scanned Image File Naming Conventions Configuring Template Pool Repository Settings2.Touch the Advanced Settings tab Template Display Settings on the Control PanelConfiguring a Validation Server 3.Touch Update TemplatesTroubleshooting Workflow Scanning Configuring Scan to Home Scanning to a User’s Home Folder10.Click Apply System Administrator GuideScanning Scanning •Embedded Fax on page •Server Fax on page Fax8This chapter includes •Internet Fax on page•Fax Install Wizard on page Fax Install WizardEmbedded Fax •Configuring Embedded Fax Settings on pageSetting Incoming Fax Defaults Configuring Embedded Fax SettingsSetting Fax Defaults NotesEnabling or Disabling Junk Fax Prevention Enabling Ring VolumeEnabling or Disabling the Secure Fax Feature 4.Touch Secure ReceiveSetting Default Output Options Setting Transmission DefaultsSelecting Default Paper Settings 4.Touch Transmission DefaultsFax Mailboxes Editing a Fax MailboxStoring a Fax in a Mailbox 4.Touch Mailbox SetupDeleting a Fax Mailbox Local MailboxSetting Up Fax Reports Fax ReportsPrinting or Deleting Stored Faxes Deleting Sent Fax Jobs from Memory Fax PollingPrinting a Fax Report Storing a Fax for Remote PollingPolling a Remote Fax Remote PollingPrinting and Deleting Stored Faxes 2.Touch Fax Options, then touch Remote PollingTesting the Fax Connection Troubleshooting Embedded FaxDefining Mailbox and Polling Policies Page Configure a Server Fax Filing Repository Server FaxConfigure a Fax Repository using SMB Configure a Fax Repository using HTTP/HTTPSConfigure a Fax Repository using SMTP Configure Server Fax Default SettingsConfigure a Fax Repository using Netware Troubleshooting Server Fax NotesConfiguring Default Internet Fax Settings Internet FaxInternet Fax Image Settings Configuring Internet Fax Receive SettingsFiling Options Troubleshooting Internet Fax Internet Fax AddressesAdding a Fax Recipient LAN FaxSending a LAN Fax Adding a Recipient from a Personal PhonebookSetting LAN Fax Options Setting up a Cover Sheet9.Select Options from the Cover Sheet Image menu Editing the Phonebook Setting up Phonebook PreferencesSystem Administrator Guide Page •Network Accounting on page Accounting9•Xerox Standard Accounting on page •Enabling Accounting in Print Drivers on pageEnabling Xerox Standard Accounting Xerox Standard AccountingCreating a Group Account Creating a General Account Printing a Report Resetting Usage LimitsMaximum Usage Limits Accounts2.Click Generate Report System Administrator GuideAccounting Enabling and Configuring Network Accounting Network AccountingTroubleshooting Network Accounting Enabling Accounting in Print Drivers Enabling Accounting in a Windows Print Driver•Setting the Date and Time on page Administrator ToolsEnergy Saving Settings on page •SMart eSolutions and Billing Information on pageMonitoring Alerts and Status AlertsLow Supply Warning Local UI AlertsNotes Energy Saving Settings Sleep ModeSetting the Date and Time in CentreWare IS Setting the Date and TimeSetting the Date and Time at the Control Panel Restarting the Printer in CentreWare IS Taking the Printer OfflineRestarting the Printer from the Control Panel Administrator Tools 7.Touch Reset. Notes System Administrator GuideSMart eSolutions SMart eSolutions and Billing InformationNotes Meter Assistant View Usage and Billing InformationMaintenance Assistant Supplies Assistant2.Click Refresh to update the page Billing InformationCloning Creating a Clone FileNotes Installing a Clone File2.Click I Have A Cloning File Address Books Internet Fax and Email Address Book2.Under Public Address Book, click View All Names Editing the Public Address Book as a .csv FileEditing a Name Deleting All NamesLAN Fax Address Book Fax Address BookNotes Font Management Utility Network Logs NotesCustomizing Printer Contact Information Updating the Printer Software ManualAuto Upgrade •Xerox Extensible Interface Platform EIP on page Customization andExpansion •Auxiliary Interface Kit on pageEnabling Extensible Services Xerox Extensible Interface Platform EIPAuxiliary Interface Kit 3.Touch Auxiliary AccessCustomization and Expansion Audit Log Event Identification NumbersDescription Audit Log Event Identification NumbersEvent Identification Number Event Identification Number DescriptionAudit Log Event Identification Numbers Audit Log Event Identification Numbers Index NumericsPage Page Page Page