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Xerox 3635MFP Systems Administrator Guide - Page 137

SMart eSolutions, Overview, Information Checklist - toner

UPC - 095205741049

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14 SMart eSolutions This chapter explains how to set up the SMart eSolutions of the machine. This is the procedure to follow to install and setup this feature: 1. Overview on page 125 2. Information Checklist on page 125 3. SMart eSolutions Information on page 126 4. Setup Meter Assistant on page 127 5. Supplies Assistant on page 127 Overview SMart eSolutions provides Xerox customers with a setup page to guide you through the steps required to configure the device for automatic meter readings. SMart eSolutions provides the ability to automatically send data to Xerox to be used for billing (MeterAssistant) and toner replenishment (SuppliesAssistant). There are three ways to register a device for SMart eSolutions: • Client Direct registration (Default) • SMart eSolutions Windows Client • CentreWare Web. For a full description of SMart eSolutions and to download the applications (SMart eSolutions Windows Client or CentreWare Web), refer to www.xerox.com/smartesolutions. Information Checklist Before registering machines for Meter Assistant, please ensure that the following tasks have been performed: • Ensure the device is fully functioning on the network. • TCP/IP and HTTP protocols must be enabled on the device so that the device web browser can be accessed. (Device Direct). • Enable SNMP (SMart eSolutions Client and CentreWare Web). If you want to use SMart eSolutions Windows Client or CentreWare Web, visit www.xerox.com/smartesolutions. Xerox Phaser 3635 System Administration Guide 125

Section	Page
1 Introduction	13
Who should use this Guide?	13
Machine Models	13
Xerox Phaser 3635	14
Control Panel Overview	15
2 Machine Connection	17
Connection Ports	17
Front View	17
Rear View	18
Interface Ports	18
Initial Connection	19
Administrator Access	20
Configure Ethernet Settings	20
Printing a Configuration Report	21
CentreWare Internet Services	21
3 Network Installation	25
TCP/IP	25
Configure Static IPv4 Addressing using the Machine User Interface	25
Configure Dynamic IPv4 Addressing using the Machine User Interface	27
Configure IPv4 or IPv6 Settings using CentreWare Internet Services	29
AppleTalk	32
Netware	33
NDPS/NEPS	33
NWAdmin	33
Unix	35
HP-UX Client (Version 10.x)	35
Solaris 2.x	36
SCO	38
Linux CUPS	40
Linux LPR via PrintTool	41
Linux LPRng	43
Cloning	44
Procedure	44
Verify the Software Version	44
Clone a Machine	44
Install Clone File to another Device	45
4 Print Drivers	47
Windows Printing	47
LPR Printing	47
Internet Printing Protocol (IPP) Port	50
Raw TCP/IP Printing (Port 9100)	52
AppleTalk Printing	54
USB Printing (Windows XP/2000/2003)	57
Configure your Print Driver	58
Configure the Windows Printer Driver	60
Bi-Directional Communication	60
Manual Print Driver Configuration	62
Apple Mac	62
TCP/IP Printing (OSX)	62
Configure your Apple Mac Print Driver	64
UNIX	65
Print Driver Options: Enable/Disable the Banner Sheet	66
5 Network Scanning	67
Overview	67
Information Checklist	67
Enable the Feature from the Machine	68
Configure a Repository	68
File Transfer Protocol (FTP)	68
Server Message Block (SMB)	70
HTTP/HTTPS	71
File Destinations Setup	73
Configure Custom Filenaming	74
Auto	74
Advanced	74
Custom Naming	75
Optional Step: Configure General Settings	75
Optional Step: Configure the Default Template	76
Setting up the Default Template	76
Fax Destinations	77
Document Management Fields (Optional)	77
Scan Options	78
Optional Step: Create a New Template	79
Further Information	79
Validation Servers	79
Setup the Template Pool Location	81
Scan Template Management	81
6 Store Files	83
Overview	83
Information Checklist	83
Use the Feature	83
Copy Jobs to the machine	84
Print Jobs to the Machine	84
Store to USB	84
Print Files	85
Further Information	86
Accounting	86
Use Image Overwrite to overwrite folder information	86
7 E-mail	87
Overview	87
E-mail Addressing	87
Information Checklist	88
Enable E-mail from the Machine	88
Configure SMTP	88
Configure the Feature	89
Optional Step: Setup Address Books	92
8 LDAP Configuration and Address Books	93
Overview	93
Information Checklist	93
LDAP Configuration	94
Create a Local Address Book	96
Overview	96
Procedure	96
Create a Group Address Book	98
Procedure	98
9 Server Fax	101
Overview	101
Server Fax and Embedded Fax	101
Information Checklist	101
Insert the Feature Enablement Key	102
Enable the Server Fax from the Machine	102
Configure a Server Fax Repository	102
File Transfer Protocol (FTP)	103
Server Message Block (SMB)	104
HTTP/HTTPS	105
Optional Step: Configure Defaults	107
Test the Server Fax	108
10 Embedded Fax	109
Overview	109
Server Fax and Embedded Fax	109
Information Checklist	109
Enable Embedded Fax from the Machine	110
Test the Embedded Fax	110
Additional Features	110
Forward to Fax	110
Forward to E-mail	111
Print Local Copy	112
11 LAN Fax	113
Overview	113
Information Checklist	113
Enable LAN Fax (Windows Printer Drivers)	113
Configure the Printer Driver - Automatically	114
Configure the Printer Driver - Manually	114
Use the Feature	114
Windows	114
Mac OS Users	115
12 Network Accounting	119
Overview	119
Information Checklist	119
Insert the Feature Enablement Key	120
Enable Network Accounting from the Machine	120
Configure Network Accounting	121
Enable Network Accounting in your Print Driver	122
Test Network Accounting	123
13 Xerox Standard Accounting	125
Overview	125
Information Checklist	126
Enable Xerox Standard Accounting in CentreWare Internet Services	126
Enable Xerox Standard Accounting from the Machine	127
Enable Xerox Standard Accounting in your Print Driver	127
Mac OS	128
Create a Group Account	128
Create a User Account	129
Add Users to a Group Account	129
Set Usage Limits	129
Setting Usage Limits	129
Exceeding Usage Limits	130
Use the Xerox Standard Accounting	131
Optional Step: Create a General Account	131
Overview	131
Account Example	132
Procedure	132
Optional Step: Reset User Limits	133
For a User	133
For All Accounts	133
Optional Step: Print a Usage Report	133
Optional Step: Backup and Clone Settings to Another Machine	134
Create Back-up file	134
Clone Settings to another machine	134
14 SMart eSolutions	137
Overview	137
Information Checklist	137
SMart eSolutions Information	138
Setup Meter Assistant	139
Supplies Assistant	139
15 Security	141
Security @ Xerox	141
Standard Authentication	141
Overview	141
Information Checklist	142
Configure Network Authentication - Kerberos (Unix/Linux)	143
Configure Network Authentication - Kerberos (Windows ADS)	144
Configure Network Authentication - SMB (Windows NT 4)	144
Configure Network Authentication - SMB (Windows ADS)	145
Configure Network Authentication - LDAP	146
Configure Local Authentication	147
802.1X Authentication	148
Overview	148
Information Checklist	149
Enable 802.1X	149
Image Overwrite Security	150
Overview	150
On Demand Image Overwrite (ODIO)	150
Immediate Image Overwrite	154
IP Filtering	156
Overview	156
IP Sec	157
Audit Log	158
Enable and Download the Audit Log	158
View the Audit Log File	158
Machine Digital Certificate Management & Trusted Certificate Authorities	160
SNMP	163
SNMPv3	165
16 Xerox Secure Access	167
Overview	167
Xerox Secure Access and Accounting	167
Information Checklist	168
Configure Xerox Secure Access on the Device	168
Access the Authentication Page	169
Configure Xerox Secure Access	169
Check the Server Configuration Address	170
Use Secure Access	170
17 CentreWare Internet Services (CWIS)	171
Overview	171
Information Checklist	172
Enable HTTP on the Machine	172
Access CWIS	172
Network Factory Default button	173
Billing and Counters	175
Usage Counters	175
Active Jobs	176
Print	176
Image Settings	177
Job Management	178
Alert Notification	179
General Device Alerts	179
18 Software Upgrade	181
Overview	181
When should I upgrade the software?	181
How do I upgrade the software?	181
Manual upgrade using CentreWare Internet Services	182
Manual upgrade using a USB flash drive	183
19 Troubleshooting	185
Problem Solving Procedure	185
Network Scanning	186
LDAP	189
Server Fax	191
Embedded Fax	192
Network Accounting	193
Printing	194
Connectivity	195
Store Files	197
Appendix A	199
Wireless Connectivity	199
Overview	199
802.11 Wireless Networking	199
802.11 Wireless Adapter	199
Management Information Base (MIB)	199