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Xerox 9203, 9202, 9201 manual Xerox Standard Accounting, Information Checklist

Models: 9202 9201 9203

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Xerox Standard	19
Accounting

Xerox Standard Accounting (XSA) is a free feature of the device.

When enabled, XSA tracks the numbers of Copy, Print, Workflow Scanning, E-mail, Server Fax, Internet Fax and Embedded Fax jobs (when these features are installed on the device), for each user. Usage limits can also be applied to users to restrict the total numbers of copy, print, fax and scan jobs that a user can perform. Administrators can print a report which contains all XSA data.

XSA is set up through Internet Services, the device's HTTP pages displayed on your web browser. Administrators must create accounts and specify limits before users are authorized to access the device.

When XSA is set up, users must enter their account details at the device to use the device. When they have finished their job, their XSA allocation is reduced by the number of prints, copies or scans performed. When XSA is enabled, users must enter their account details in the printer driver to print documents from their workstations.

The XSA feature is mutually exclusive from any other accounting feature. If XSA is enabled at the device, you cannot enable Foreign Device Interface, Auditron or Network Accounting.

Each device supports a maximum of:

•2500 unique XSA user IDs

•500 General Accounts

•500 Group Accounts.

All user IDs must be assigned to one or more group accounts.

Note

The XSA settings and account data are stored in the device. It is strongly recommended that you back- up the settings and data regularly using the Cloning procedure available through the Internet Services screens. Should the device lose your XSA data and settings you can restore them from the backup file that you produced by the Cloning process.

Information Checklist

Before starting the installation procedure, please ensure the following items are available or have been performed.

•Ensure that your device is configured on the network.

•Ensure that the TCP/IP and HTTP protocols are configured on the device and fully functional.

System Administrator Guide

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Xerox 9203, 9202, 9201 manual Xerox Standard Accounting, Information Checklist

Contents

ColorQubeTM 9201/9202/9203 Page Table of Contents CentreWare Internet Services Print Drivers Authentication Scan to Home LAN Fax Index ColorQube 9201/9202/9203 Xerox ColorQube Series Introduction1Related Information Sources Customer SupportFront View Device ConnectionInserting the SIM Card Rear ViewInitial Connection Welcome Page and Installation WizardsDevice Control Panel Overview Administrator Access Complete the Installation WizardEnable TCP/IP and Http at the Device Ethernet ConfigurationSetting the Ethernet speed at the device Ethernet PortQuick Setup CentreWare Internet ServicesSystem Configuration Access Internet ServicesWelcome screen will display Header Panel Menu Panel How to verify the IP Address Setup HttpAt the Device Configure Protocols with Internet ServicesTouch IP Address/Host Name Touch Subnet and GatewayInstall Printer Drivers Configure additional purchased optionsAdministrator Tools Password General SetupHow to change the Administrator Password New PasswordHow to Print a Configuration Report ConfigurationConfigure Print Protocols Configure ServicesTo Clone a Device CloningTo Verify the Software Version Click on the I Have a Cloning File button Image SettingsTo Install the Clone File on Another Device Flate Compression Tiff Tagged Image File Format SettingsAccessing Image Settings XPS SettingsClick on the Workflow Scanning link Touch the Workflow Scanning iconJob Deletion InternationalizationInformation Checklist Extensible Service SetupSMart eSolutions Energy Saver SMart eSolutions InformationMeter Assistant Supplies AssistantAlert Notification To Set up an Alert Notification GroupTo Assign Notification Alerts to a Group To Edit or Delete a Recipient AddressTo Set up the Local UI Alert To Set up a Billing Meter Read AlertBilling Meter Read Alerts Local UI AlertsTouch Service Settings Touch Job Sheets Touch Banner Sheets Enabling the feature at a TCP/IP Networked WorkstationSaving and Reprinting Jobs Billing Information and Usage CountersRestore Saved Jobs Backup Saved JobsOnline / Offline Click on the Reprint Saved Jobs linkTouch Accounting Settings Touch Accounting Mode Touch Network Settings Touch Online/OfflineAuxiliary Foreign Device Interface Kit Snmp Simple Network Management ProtocolConfigure Snmp Community Names Prepare for the Upgrade Software Upgrade via Network ConnectionUpgrades Click on the Machine Software linkSoftware Upgrade Auto Manual UpgradeBefore You Start At your WorkstationSet the Auto Upgrade Time General Setup Enable Http on the device CentreWare Internet ServicesStatus Access Internet ServicesDescription and Alerts AlertsConsumables Rebooting the deviceBilling Information Usage CountersJobs ColorQube Stick Cleaning Unit Document Feeder Feed RollerTrays Active JobsNormal Print PrintSaved Jobs Click on the Configuration Overview link Configuration OverviewProperties DescriptionConfiguration General SetupCloning To create a clone fileTo Install a Clone file Image SettingsInternationalization Mail Alerts Extensible Service SetupAlert Notification Local UI Alerts To Assign Notification Alerts to a GroupTo Edit Xerox or Administrator Support Contact Details Other features and ServicesSupport Low Supply WarningNetwork Installation Configure Static Addressing using the Device TCP/IP SettingsInformation Checklist Enter a Static IP AddressDNS/DDNS Configuration Touch TCP/IP Settings Touch Advanced Settings Touch ContinueTouch Preferred DNS Server Touch Alternate DNS Servers if requiredInstallation via Dhcp Dynamic Host Configuration Protocol Configure Dynamic AddressingDNS Configuration Configure TCP/IP Settings using Internet ServicesIPv4 Domain NameIPv6 Zero-Configuration NetworkingCheck to enable Prefer IPv6 Address over IPv4 Default Dhcp Dynamic Host Configuration Protocol SettingsSupporting LPR Printing Manual Address OptionsConfigure Raw TCP/IP Printing Configure SLP Click on the Edit Snmp v1/v2c Properties button Configure Snmp v1/v2cConfigure Snmp Configure Microsoft NetworkingEnabling AppleTalk on the device Configure Wins if usedAppleTalk Create an IPP Printer Internet Printing Protocol Enable Port 9100 as additional support for Http IPP printingCreate an IPP Printer at your Workstation Install the Printer DriverInternet Services Click Start, Settings, then Printers Windows XP Configure TCP/IP and SLP SettingsSupporting LPR Printing Configure Raw TCP/IP PrintingCreate an IPP Printer Internet Printing Protocol Right-click on the Local Area Connection icon From the Start menu select Printers and Faxes To Access Internet ServicesColorQube 9201/9202/9203 Apple Talk Install the Print DriverEnabling AppleTalk on the device At the Macintosh WorkstationApple Macintosh TCP/IP Click InstallInstructions for Version 10.x OS Select the PPD PostScript Printer Definition Select Printing Select Change SetupEnabling TCP/IP on the device Set up LPR Line Printer Remote Printing in Mac OSX NetWare Directory Services NDS Configure NetWare SettingsService Advertising Protocol SAP Bindery SettingsNDPS/NEPS Create a Device Description Procedures to Enable PortAS400 Raw TCP/IP Printing to Port Library Library name AS400 Printing using LPR Crtoutq OptionalCreating a remote queue LPR on the AS400 Network Installation HP-UX Client Version Configure the ClientGUI Method Select the Printers and Plotters iconSelect File Exit Select File Exit Sam SolarisTty Method SCO Unix Environment To Configure your Solaris 2.x ClientSelect BrowsePrinters Select EditAddAccess to Printer Printer Name queuename Remote Printer r Hostname hostname Set up for a SCO Unix ClientSelect HostExit Select File Close this directory Cups Installing Cups on the Unix workstationTar format Installing the Xerox PPD on the workstationRPM format Debian formatColorQube 9201/9202/9203 Network Installation Print Drivers Verify that Print Services for Unix is loaded Xerox Printer InstallerTo print a Configuration Report, go to the Device Windows 2000/2003 ServerAdd the Printer Configure the Print DriverClose the Add/Remove Programs window Select Create a New PortSelect Printers Windows 2000 ProfessionalConnect to an Existing Print Queue Create a New Print Queue From the Start menu, select Settings then PrintersFrom the Start menu, select Control Panel and then Printers Click FinishSelect Add a Printer Windows XPAdd the Printer Create a New Print Queue on Windows XPConfigure the Print Driver Click on Browse for a Printer and click on Next Windows VistaVerify that LPR Port Monitor is Loaded Configure the Printer DriverClick on the Installable Options Apple Macintosh Install the Print DriverInstructions for 10.x OS At the Macintosh WorkstationClick Installable Options Double-click the Printer Setup Utility iconSelect Xerox from the Printer Model list Click Apply ChangesAuthorization Overview Authentication7Authentication Overview Authentication Configuration Wizard Network AuthenticationAdmin Password 3 Authentication Configuration WizardAuthentication Configuration for Kerberos Solaris Authentication ConfigurationAuthentication Configuration for Kerberos Windows 2000/2003 Information Checklist Authentication Configuration for NDS NovellPress the Machine Status button Custom Access Authentication Configuration for LDAP/LDAPS Set Authentication to control access to individual Services Configure Contexts for Ldap Configure Filters for LdapSelect the Device Access tab Configure Authorization Access by groups for LdapLocal Authentication Adding User Accounts at the Device 802.1X AuthenticationTouch Security Settings Touch User / Administrator Accounts Configure 802.1X with Internet Services EnableCheck the Enable 802.1X box Xerox Secure AccessSecure Access and Accounting Configure Authentication Enable Web User Interface Authentication Configure your Ldap Server Using Secure AccessColorQube 9201/9202/9203 Authentication Security @ Xerox User Data Encryption Security8User Information Database To Disable User Data EncryptionSetup Admin Password Password SettingsNew Password Must contain at least 1 numberIP Filtering Reset PolicyDefining IP Filtering with the Define IP Filter Rule dialog Audit LogEvent ID View the Audit Log FileCompletion Status Event DescriptionIdentify the PC or User IIO StatusEntry Data Machine Digital Certificate Management Creating a Digital Certificate Information ChecklistClick on the Upload Certificate button Enable Secure Http SSLDefine Policy Security Policies To enable IP SecIP Sec Host Groups Disable IP Sec at the deviceActions Protocol GroupsIf you Selected Manual Keying as the Keying Method Trusted Certificate Authorities Install a Root CertificateRequest a Machine Root Certificate Select Save Target AsOverview Immediate Image OverwriteImmediate Image Overwrite Status To view Overwrite Status at the DeviceTouch Image Overwrite Security, then Immediate Overwrite Disabling or Enabling Immediate Image OverwriteAt the Device Perform an Image Overwrite at the Device On Demand OverwriteTouch On Demand Overwrite Perform an Image Overwrite over the NetworkClick on the On Demand Overwrite link Schedule a Daily OverwriteSecurity PostScript R Passwords Security Extensible Services Setup Extensible Services Setup FreeFlow SMARTsend scanning services Workflow Scanning User AuthenticationWorkflow Scanning Scan to PC DesktopDevice Authentication Configure a Scan Filing LocationTemplate Considerations when using SMARTsend File Transfer Protocol FTPClick on the Workflow Scanning link Enter the Scan Repository Details via Internet ServicesTouch the Workflow Scanning tab NetWare NCP NetWare Core ProtocolGo to the Device System Administrator Guide 10-5 At the Device Server Message Block SMBConfigure General Settings Write down the path and filename as you will need it later HTTP/HTTPSSystem Administrator Guide 10-9 Go to the Device Optional Step Configure General SettingsConfirmation Sheet Configuring the Default TemplateDistribution Templates Template Distribution RepositoriesTo Add a New Filing Destination Filing OptionsFile Other Options Workflow Scanning Image SettingsCompression Capability Apply Factory Defaults SettingsSupply remote server addressing and login credentials Set up Remote Template Pool Repository10-16 System Administrator Guide Additional Requirements for Scan to Home with no Ldap Query Scan to Home11Additional Requirements for Scan to Home via Ldap Query No Ldap Query Enable and Configure Scan to HomeLdap Query Subdirectory Use Scan to Home11-4 System Administrator Guide Scan to Mailbox Enable Scan to MailboxConfigure Scan to Mailbox Select Mailboxes Use Scan to MailboxTouch File Format 12-4 System Administrator Guide Mail Addressing Mail AuthenticationMail13 Configure an Smtp Server on the device Enable E-mailVerify or Configure your TCP/IP Domain Name if necessary General Configure General E-mail SettingsScan to E-mail Advanced SettingsLayout Adjustment Mail Image Settings Configuring Public and Internal Address Books LdapFiling Options Addressing Internal Address Book LdapLdap Addressing Information ChecklistTo map the Ldap fields ContextsUser Mappings Public Address Book Configuring the From AddressAddressing Public Address Book Touch Address BookTouch Search Create a Public Address Book13-10 System Administrator Guide Internet Fax Authentication and Authorization Using Mixed Size OriginalsInternet Fax Internet Fax AddressingTo Configure a Domain Name Enable Internet FaxConfigure a Domain Name and Smtp Address Enter the Login Name and Password details Configure an Smtp AddressConfigure POP3 Settings Internet Fax Receive Settings Configure General Internet Fax SettingsInternet Fax Addressing From AddressReceipt of Internet Fax Messages 14-6 System Administrator Guide Embedded Fax Install the Fax Hardware KitServer Fax and Embedded Fax HardwareComplete the Fax Setup Screens Touch Service Settings Touch the Fax Service Settings Configure Fax SettingsDeferred Fax Setup Touch Line 1 or Line 2 Setup Touch the Fax Country SettingConfigure the Printer Driver Automatically Enable LAN Fax Windows Printer DriversClick on Bi-Directional Setup LAN FaxConfigure the Printer Driver Manually Use the FeatureWindows At your Workstation Mac OS UsersSetup Fax Options Setting up a Cover SheetAdd Recipient from Phonebook Click on the required Cover Sheet Paper SizePersonal Phonebook Setup Phone book Preferences Click on PreferencesShared Phonebook User PreferencesReprint Saved Jobs Enable Reprint Saved JobsClick on the Reprint Saved Jobs link Select Enablement Manage Folders Enable Reprint Saved Jobs in your Printer DriverCreate New Folder Windows Operating SystemsModify or Delete Folder Saving a JobSelect Create New Folder Select Manage FoldersUsing CentreWare Internet Services Using the Print DriverSystem Administrator Guide 17-5 17-6 System Administrator Guide WSD Web Services for Devices Custom ServicesEnable Validation Options Validation OptionsEnable WSD Web Services for Devices Xerox Standard Accounting Information ChecklistCreate a User Account and Set Usage Limits Enable Xerox Standard AccountingCreate a Group Account Network Images Sent Using XSA at the deviceFax Images Sent Embedded Fax ReceiveAccount example Create a General AccountGenerate Report and Reset User Limits Enable XSA in your Windows Print DriverSelect Properties Select Configuration Print a Usage ReportTo make a Back-up file Enable XSA in your Apple Macintosh Print DriverMac OS To Restore Settings or Clone Settings to Another Device 19-8 System Administrator Guide Network Accounting Enable and Configure Network AccountingConfigure Network Accounting To Enable the Network Accounting feature at the DeviceAuthentication Enabled Authentication DisabledEnable Network Accounting in your Mac Print Driver Enable Network Accounting in your Windows Print DriverWindows Windows XP, VistaTest Network Accounting Secure Access and Accounting Xerox Secure AccessConfigure Authentication Access Authentication ConfigurationPersonalisation Configure Xerox Secure Access on the DeviceClick Save or Close Personalization Click Save or Close Authorization ConfigurationAt the Device Use Secure Access21-6 System Administrator Guide When Should I Upgrade the Software? Software UpgradeHow Do I Upgrade the Software? Software Upgrade via Network ConnectionProcedure Upgrade via Internet ServicesSystem Software Version View the Software VersionAt your Workstation Auto UpgradeSet the Auto Upgrade Time Server Fax Server Fax Authentication and AuthorizationConfigure a Fax Repository using FTP Enable Server FaxConfigure a Server Fax Filing Location Repository Select either IP Address or Host Name Enter the Fax Repository Details via Internet ServicesAt the Device Configure a Fax Repository using SMBConfigure a Fax Repository using HTTP/HTTPS 23-6 System Administrator Guide Configure a Fax Repository using Smtp 23-8 System Administrator Guide Troubleshooting Workflow Scanning TroubleshootingIs the device functioning on the network as a printer? Is the Workflow Scanning Button Available on the Device?Scanning via NCP NetWare Core Protocol Scanning via FTPEnsure E-mail is Installed Correctly Troubleshooting E-mailScanning via SMB Server Message Block Scanning via HttpsWas E-mail Received at the Smtp Server? Was the E-mail Settings Correctly Configured?Are the Internet Fax Settings Correctly Configured? Troubleshooting Internet FaxSmtp items to check POP3 ErrorsIs the Fax Button Available on the Device? Troubleshooting Server FaxEnsure Server Fax is Installed Correctly Is the device functioning? Troubleshooting Embedded FaxAre the Server Fax Settings Correctly Configured? Ensure Embedded Fax is Installed Correctly Troubleshooting Network AccountingEnsure the Fax Settings are Correctly Configured Ensure Network Accounting is installed correctlyDynamic IP Addressing and Network Accounting Power On/Off ButtonUnicode Font Management Utility and Unicode24-12 System Administrator Guide Numerics IndexDefault Dhcp Dynamic Host Configuration Protocol Settings NDPS/NEPS Save Job for Reprint, 3-13 Saved Jobs ColorQube 9201/9202/9203 ColorQube 9201/9202/9203