Xerox WC5230 User's Manual
Contents
1. After the machine is restarted print out a Configuration Report to confirm that the ports are enabled and TCP IP is correctly configured If remote authentication has been enabled a separate login screen appears when the Scan to PC feature is selected Documents are not scanned in unless the remote authentication server authenticates user access 13 Scan to PC Setup Procedure for Scan to PC FTP SMB After the appropriate Ports have been enabled and TCP IP has been configured the Scan to PC FTP SMB feature can be used as follows 1 Select Scan to PC from the All Services screen 2 Select Transfer Protocol select a protocol and select Save 3 Select the blank lines on the screen and manually enter Server settings For SMB you can also browse the Microsoft Network 4 Load your document and press the lt Start gt button Progress of the data transfer will be displayed on screen 142. and Passcode default of x admin if prompted Click the Scan tab at the top of the CentreWare Internet Services screen to create a new Template Fill in the Template Name field with a name for the new Template and fill in the optional Description and Owner fields if necessary Click Add to create the new Template Click Edit for File Destinations Select a filing policy from the drop down list Note that you can simply accept the default policy Rename New File For File Destination note that the displayed destination should match the information previously entered when you configured your Scan Filing Repository If you have more than one repository the drop down list allows you to choose your repository 10 15 16 17 18 Network Scanning Setup Click Apply to save any changes or Undo to exit without saving changes If you clicked Apply be prepared to enter the administrator User Name default of 11111 and Passcode default of x admin if prompted To set parameters for Document Management Fields optional click Add in the Document Management Field information section If this box contains listings you can make individual selections then click Edit instead This information is filed with your scanned document in Job Log Job Log can then be accessed by third party software and the information retrieved and associated with the scanned file a Refer to the dis
3. before allowing mail to be sent Check with your ISP to determine if this is a requirement If so login to the Microsoft Outlook Express account and then try sending the E mail If this is successful you can set Outlook Express to check E mail every 5 or 10 minutes for the multifunction machine s E mail account Scan to Mailbox Setup Scan to Mailbox Setup This feature allows documents to be stored in a mailbox for future processing Scan to Mailbox can be set up using the machine control panel or a network computer through the CentreWare Internet Services webpage Instructions for each method are shown See also System Administration Guide Contains details concerning Network Scanning setup Prerequisites for Scan to Mailbox Setup Confirm that 1 An existing operational network utilizing TCP IP is available Procedure for Scan to Mailbox Setup through the Control Panel Press the lt Log In Out gt button On the keypad enter 11111 or the current user ID Select Enter when finished Press the lt Machine Status gt button on the control panel Select the Tools tab Select Setup Select Create Mailbox Scroll through the list to locate an unassigned Mailbox number Select an unassigned Mailbox number from the displayed list Select Create Delete 0 When the New Mailbox Assign Passcode screen displays use On and Off to determine whether or not a passcode will be required to access th
4. Required This E mail address will fill in the From field on the E mails sent from the machine Local E mail addresses Optional A Local Address Book can be created to store E mail addresses LDAP server address can be enabled LDAP Host Name Displays only E mail addresses on the corporate LDAP internal address book Only if the SMTP server requires login and password for authentication Scan to E mail Setup Procedure for Scan to E mail Setup So SS COND 11 12 13 14 15 Press the lt Log In Out gt button then type the login ID 11111 and select Enter Press the lt Machine Status gt button then select the Tools tab Select System Settings then select Connectivity amp Network Setup Select Port Settings On the Port Settings screen scroll to and select Send E mail and then select Change Settings On the Send E mail screen select Port Status and select Change Settings On the Send E mail Port Status screen select Enabled then select Save Select Close On the Port Settings screen scroll to and select Receive E mail then select Change Settings On the Receive E mail screen select Port Status then Change Settings On the Receive E mail Port Status screen select Enabled then Save and Close On Port Settings screen scroll to and select E mail Notification Service then select Change Settings On the E mail Notificat
5. XEROX Quick Scan Features XE3024ENO 2 Setup Guide This guide includes instructions for Scan to E mail Setup on page 1 Scan to Mailbox Setup on page 6 Network Scanning Setup on page 9 Scan to PC Setup on page 12 Some models need to have optional kits installed to use these scan features and some models do not support some of the scan features For details contact the Xerox Welcome Center Scan to E mail Setup Hard copies can be scanned at the machine and sent to remote clients as E mail attachments in TIFF PDF XPS or JPEG format SMTP and POP3 mail servers are used to send and receive E mail respectively The JPEG file format is supported by the WorkCentre 5225A 5230A only See also System Administration Guide Contains details about E mail setup Prerequisites for Scan to E mail Setup Confirm that An existing operational network using TCP IP is available 1 2 3 DNS and the Domain Name settings for the network have been correctly set up for the machine Scan to E mail Setup The machine has been set up with DNS if you will be entering the Host Name of the SMTP server into the machine Data to Setup E mail Install Requirement Comments SMTP mail server Host Required If using an external mail Name or IP address server your Internet Service Provider will provide you with the mail server name or IP address SMTP login password Required WorkCentre E mail address
6. e Mailbox If On is selected use the numeric keypad to enter a numbered passcode then select the appropriate Target Operation to control when the passcode will be required 11 Select Save to save your settings To exit the screen without saving the settings select Cancel 12 When the Mailbox XXX Create Delete screen appears five selections will be displayed on numbered horizontal lines The available selections include Mailbox Name Check Mailbox Passcode Delete Documents After Retrieval Delete Expired Documents and Link Job Flow Sheet to Mailbox 13 To assign a name to the Mailbox select the Mailbox Name selection line 14 Select Change Settings 15 Use the touch screen keyboard to enter a name for your Mailbox 16 When finished entering a name select Save To exit the screen without saving the changes select Cancel 17 On the Mailbox XXX Create Delete screen select any other selections required and use Change Settings to access and make changes Then select Save 18 To exit the Mailbox XXX Create Delete screen select Close 19 To exit the Create Mailbox screen select Close fra oare sh gt Scan to Mailbox Setup Procedure for Scan to Mailbox Setup through CentreWare Internet Services 1 ONOM Se o 11 From a workstation open up a web browser such as Internet Explorer and then enter the machine s IP address If connected properly you should see the Centr
7. e Ware Internet Services web page for your machine Click the Scan tab Select Mailbox in the directory tree When the numbered list of Mailboxes is shown locate an unassigned Mailbox number from the displayed list and click Create for that Mailbox Type in a name for this Mailbox in the Mailbox Name entry box An optional passcode may be entered The passcode must be numeric Confirm the passcode by retyping it in the Retype Passcode box Use the drop down arrow to set the Check Mailbox Passcode recommended to secure your mailbox Place a checkmark in the Delete Documents after Print or Retrieve box if required Place a checkmark in the Delete Expired Documents box to delete old documents that have not been printed or retrieved Click Apply when done Note If prompted to enter a User Name and Passcode the default settings are 11111 and x admin respectively Scan to Mailbox Setup Procedure for Scanning to Mailbox 1 2 gt onog From the All Services screen select Scan to Mailbox When the Scan to Mailbox screen displays a list of Mailboxes will be shown Use the scroll bar to scroll through the icons to locate your Mailbox Select your Mailbox by selecting its selection line on the touch screen If a passcode has been assigned to the mailbox the Passcode screen will be displayed Enter your passcode series of numbers using the control panel s numeric keypad Select Co
8. ing enable the applicable Ports SMB or FTP client on the machine and make sure that an IP address has been set on the machine Note The configuration can also be performed using CentreWare Internet Services For information on how to use CentreWare Internet Services refer to the CentreWare Internet Services section of the System Administration Guide 1 Display the System Administrator Menu screen a Press the lt Log In Out gt button b Enter the Login ID 11111 using the numeric keypad or the keyboard displayed on the screen then select Confirm c Press the lt Machine Status gt button on the control panel d Select the Tools tab 2 Ifyou plan to use the SMB protocol with Network Scanning enable the SMB port on the machine Select System Settings Select Connectivity amp Network Setup Select Port Settings Select SMB and then select Change Settings Select Port Status and then select Change Settings Select Enabled and then select Save moans Network Scanning Setup g Select Close until the Port Settings screen is displayed If you plan to use the FTP protocol with Network Scanning enable the FTP client port on the machine a Select System Settings b Select Connectivity amp Network Setup c Select Port Settings d From the Port Settings screen select FTP Client and then select Change Settings e Select Port Status and then select Cha
9. ion Service screen select Port Status then Change Settings On the E mail Notification Service Port Status screen select Enabled then Save Select Close until the Tools tab screen is displayed Scan to E mail Setup Procedure for Configuring the Outgoing E mail Settings 1 Se OS er a From a workstation open up a web browser such as Internet Explorer and then enter the IP address If connected properly you should see the CentreWare Internet Services web page for your machine j sea mono Set up the SMTP server configuration via CentreWare Internet Services a b Click the Properties tab On the Configuration Overview screen click Settings for E mail in the Services area Click Configure for SMTP Server Enter the SMTP Server IP Address Host Name amp Port the default is port 25 Enter the Machine s E mail Address Select a Login Credentials type if required Enter Login Name and Password to be used for credentials if required Click Apply Enter user name passcode Default user name is 11111 and passcode is x admin Click on Reboot Machine From the machine load a sample document into the document feeder Press the lt All Services gt button Select E Mail Select New Recipients Use the touch screen keyboard to enter an E mail address Select Add when list is complete select Close Press the lt Start gt b
10. nfirm on the touch screen Select each of the tabbed screens to access controls to set up scanning parameters Load your document and press the lt Start gt button Press the lt All Services gt button to return to the All Services screen Note To retrieve the scanned document to a Windows PC install the scan driver on the PC or use CentreWare Internet Services More information can be found on the Driver CD ROM and in the CentreWare Internet Services chapter of the System Administration Guide Network Scanning Setup Network Scanning Setup Network scanning uses FTP SMB Netware HTTP or HTTPS protocols to transfer a scanned document on to a server or a client Templates scanned file properties and repositories destination folders need to be set up to enable network scanning See also System Administration Guide Contains details about Network Scanning setup Note This guide illustrates the instructions on FTP and SMB protocols only For detailed information on Netware HTTP and HTTPS protocols refer to the System Administration Guide Prerequisites for Network Scanning Setup Confirm that 1 An existing operational network utilizing TCP IP is available 2 A repository folder exists on the FTP or SMB server to hold the scanned documents A user account for the machine must be created on the server that allows access to the repository folder Procedure for Setup of Network Scanning Ports To use Network Scann
11. nge Settings f Select Enabled and then select Save g Select Close repeatedly until the Tools tab screen is displayed Wait several seconds for the Auto Clear service to log you out If you changed any settings the machine will automatically reboot to register and enable your new settings After the machine is restarted print out a Configuration Report to confirm that the ports are enabled and TCP IP is correctly configured Procedures for Configuring a Repository and Creating a Template Templates can be created with CentreWare Internet Services To create and configure this template with Internet Services perform the following steps 1 so oe 10 11 12 13 14 At your workstation open your Web browser and enter the IP address of the machine in the Address or Location field Then press Enter Click the Properties tab Click the Services file folder Click the Network Scanning file folder Click File Repository Setup Click Edit for Default File Destination Enter appropriate information including a name for the Repository the destination server IP address or Host Name the Document Path and a Login Name and Passcode as necessary Note that if the anonymous login name is being entered into the Repository settings a Passcode must be entered as well Click Apply to save the changes If you clicked Apply be prepared to enter the administrator User Name default of 11111
12. played descriptions to set your parameters as desired b Click Apply when done To set scanning parameters for the new Template select Edit for any of the available categories of settings These include Network Scanning Advanced Settings Layout Adjustment Filing Options Report Options and Compression Capability Click Apply to save your settings Procedure for Network Scanning 1 2 At the machine press the lt All Services gt button and select Network Scanning Select a template from the list You can also change any other value from the control panel without impacting the template configuration only the current job will be affected Load a sample document into the document feeder Press the lt Start gt button The job is sent to the server using FTP or SMB protocol as defined within the template From a workstation log on to the FTP or SMB Server Navigate to the repository destination that was specified earlier Your scanned document is located in that folder Note If remote authentication has been enabled a separate login screen appears when the Network Scanning feature is selected Documents are not scanned unless the remote authentication server authenticates user access 11 Scan to PC Setup Scan to PC Setup Files can be scanned on the multifunction machine and routed to a server or a client using FTP or SMB protocols Directory structures repositories need to be created on the server to hold
13. re Internet Services For information on how to use CentreWare Internet Services refer to the CentreWare Internet Services section of the System Administration Guide 1 Display the System Administrator Menu screen a Press the lt Log In Out gt button b Enter the login ID 11111 using the numeric keypad or the keyboard displayed on the screen then select Confirm c Press the lt Machine Status gt button on the control panel d Select the Tools tab 2 When using the SMB protocol enable the SMB port a Select System Settings b Select Connectivity amp Network Setup c Select Port Settings d Select SMB and then select Change Settings e Select Port Status and then select Change Settings f Select Enabled and then select Save g Select Close until the Port Settings screen is displayed 3 When using the FTP protocol enable the FTP client port a Select System Settings b Select Connectivity amp Network Setup c Select Port Settings d From the Port Settings screen select FTP Client and then select Change Settings e Select Port Status and then select Change Settings f Select Enabled then select Save g Select Close repeatedly until the Tools tab screen is displayed 4 Wait several seconds for the Auto Clear service to log you out 5 If you changed any settings the machine will automatically reboot to register and enable your new settings
14. the scanned documents See also System Administration Guide Contains more details concerning Scan to PC setup Prerequisites for Scan to FTP When using FTP transmission one of the following FTP servers with an account on that server login name and password is required Microsoft Windows Vista FTP service of Microsoft Internet Information Services 7 0 Microsoft Windows Server 2003 FTP service of Microsoft Internet Information Services 6 0 Microsoft Windows 2000 Server Microsoft Windows 2000 Professional or Microsoft Windows XP FTP service of Microsoft Internet Information Server 3 0 or later E MacOS m FTP service of Mac OS X 10 1 5 10 2 x 10 3 8 10 3 9 10 4 2 10 4 4 10 4 8 10 4 9 10 4 10 E Novell NetWare E FTP service of NetWare 5 11 or 5 12 Refer to the manual provided with the software for how to configure the FTP service Prerequisites for Scan to SMB When using SMB transmission a computer running one of the following Operating Systems which includes a shared folder is required Microsoft Windows 2000 Microsoft Windows XP Microsoft Windows Server 2003 Microsoft Windows Vista Mac OS X 10 2 x 10 3 x 10 4 x 12 Scan to PC Setup Procedure for Setup of Scan to PC To use Scan to PC FTP SMB you need to enable the applicable Ports SMB or FTP client on the machine and make sure that an IP address has been set on the machine Note The configuration can also be performed using CentreWa
15. utton 0 Verify that the recipient received the E mail with the document attached Scan to E mail Troubleshooting For internal corporate mail servers substitute the word Corporate for ISP in the following troubleshooting table Scan to E mail Setup Symptom Possible Cause Resolution Validation SMTP error at multifunction machine Incorrect Mail Server or Host Name Validate that the correct ISP mail server name has been entered in the SMTP Host Name field Incorrect settings in Microsoft Outlook Express Verify that you can access the ISP mail server from within Microsoft Outlook Express and that all settings are correct Incorrect multifunction machine E mail address entered Verify that the machine is using the correct E mail address in the From field The E mail address must match what the ISP s mail server is expecting ISP requires SMTP authentication to their mail server Check with your ISP to determine if this is a requirement If so enable SMTP authentication for the multifunction machine via CentreWare Internet Services ISP does not allow mail on the standard port number 25 Check with your ISP to determine if this is the problem Ask if they can accept mail on another port number If so change the SMTP port number for the multifunction machine via CentreWare Internet Services ISP requires login to the E mail account via Microsoft Outlook Express
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