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Xerox Document Centre 220 Getting Started

Internet services
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Getting Started with

Internet Services

Release 4.1
602P35712
July 1999

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  Summary of Contents for Xerox Document Centre 220

  • Page 1: Internet Services

    Getting Started with Internet Services Release 4.1 602P35712 July 1999...
  • Page 2 Copyright © 1996, 1997, 1998, 1999 by Xerox Corporation. All rights reserved. XEROX®, The Document Company®, the digital X logo, CentreWare and Document Centre are trademarks of XEROX. Other product names and images used in this guide may be trademarks or registered trademarks of their respective companies and are hereby acknowledged.
  • Page 3: Table Of Contents

    ABLE ONTENTS Introduction ... v Document Conventions... vi Bold Type ... vi Courier Typeface ... vi Menu Selections Sequence ... vi Note ... vi Caution ... vii Tip ... vii Clicking ... vii Selecting ... vii Chapter Summary ... viii Introducing Internet Services...
  • Page 4 Setting Up for Scanning... 2-4 Scanning Requirements... 2-6 Server Requirements ... 2-6 Protocols and Transports ... 2-6 Scanning Setup... 2-7 Step 1 Designate Scanning Account ... 2-7 Step 2 Creating Scanning Repositories ... 2-8 Step 3 Creating Templates and Template Pools ... 2-9 Step 4 Install Visioneer PaperPort ...
  • Page 5 Scanning with Internet Services... 3-18 Public and Private Repositories ... 3-18 Template Pools ... 3-18 Template Management ... 3-19 Scan to File ... 3-29 Retrieve Scanned Document with PaperPort ... 3-30 Scan to Fax ... 3-30 Scan with Local Copy ... 3-31 Problem Solving...
  • Page 6 ETTING TARTED WITH NTERNET ERVICES...
  • Page 7: Introduction

    Preface NTRODUCTION This guide contains features, overviews, setup and procedural information for Internet Services. The guide is written for general users who will be using Internet Services for scanning, printing and faxing documents and for system administrators who will be setting up Internet Services on the network. Introduced in the guide are the features available with Internet Services and general information to aid administrators in the necessary procedures for setting up Internet Services.
  • Page 8: Document Conventions

    Introduction OCUMENT ONVENTIONS The following typefaces and style conventions are used in this guide. The bold type style indicates selections and options you can choose from menus and other screen displays. Example: Select Print from the File menu. Example: Select 1 to add a printer queue and click OK. Bold type may also be used to draw attention to important information in the text.
  • Page 9: Caution

    AUTION A Caution is similar to a Note; however, it is a stronger statement. For example: Deleting the files in the directory does not remove the program. It is AUTION necessary to use the uninstallation procedure for the program. A Tip is a hint that includes information about a task or feature. After you rezone a Document Centre, it must be powered off and on before your changes will take effect.
  • Page 10: Chapter Summary

    Introduction HAPTER UMMARY The chapter contents for this guide are summarized below: Chapter 1, Introducing Internet Services, contains features and support information available with Internet Services. Chapter 2, Setting Up Internet Services, contains general overview and setup information for system, network and browser software. Chapter 2 also provides scanning, printing and faxing requirements and general setup for Internet Services.
  • Page 11: Introducing Internet Services

    Explorer, you can access any Document Centre on a network using the TCP/IP protocol. By entering the Document Centre’s IP address as the URL in the browser, you have access to the Document Centre 220/230/332/340 for scanning, printing, faxing, performing device management and many other functions you would normally have to execute at the Document Centre control panel.
  • Page 12: Features At A Glance

    Features at a Glance EATURES AT A LANCE Internet Services gives users access to the Document Centre 220/230/332/340 printing, faxing and scanning control panel features over the internet. Additionally, many system administration tasks can be performed without the use of native network utilities, allowing faster and easier set up of the Document Centre 220/230/332/340.
  • Page 13: Services Features

    Document Centre 220/230/332/340 ST. • Printing offers the high-speed, high-quality, laser printer functionality of the Document Centre 220/230/332/340. Print ready files can be submitted for printing from the Internet Services user interface. Print options, such as number of copies, collation and paper specifications, allow flexible choices for print jobs.
  • Page 14: Properties Features

    • Select a Template Pool for scanning use. • Modify PCL (font information, form length) or PostScript (error sheet) emulation settings. • Modify connectivity settings that are used by the Document Centre 220/230/ 332/340. • Select public and private repositories for scanning.
  • Page 15: Maintenance Features

    AINTENANCE EATURES The Maintenance feature includes options for both users and system administrators: • available fonts • generate configuration and font reports • generate a test page SSISTANCE EATURES The Assistance feature includes links to additional web pages for both users and system administrators.
  • Page 16: Centreware Documentation

    NTRODUCING NTERNET ERVICES CentreWare Documentation ENTRE OCUMENTATION The user documentation set for Internet Services includes Getting Started with Internet Services, Release 4.1 and context-sensitive Help. ETTING TARTED WITH Getting Started with Internet Services is provided in both hard-copy and electronic portable document format (PDF) with each Release 4.1 package. One hard-copy version of this guide is included with each product package.
  • Page 17: Getting Started With Internet Services

    Use the context-sensitive Help within Internet Services to obtain detailed descriptions of features available with Internet Services and the fields within the Internet Services interface. Use the Xerox Document Centre 220/230/332/340 ST or 230 LP System Administration Guide for complete Document Centre set up and system information.
  • Page 18: Internet Services Support

    Document Centre serial number and record it in the space below before you make your call Document Centre serial number... The Xerox Welcome Centre telephone number is provided to you when your Document Centre is installed. For your convenience and future reference, please record the telephone number in the space provided below.
  • Page 19: Setting Up Internet Services

    CHAPTER TWO ETTING NTRODUCTION Internet Services can be easily set up for use. Once the Document Centre is configured, has an IP address and the embedded HTTP server is enabled, an internet browser can access it. This chapter is divided into four setup processes. Depending on your Document Centre 220/230/332/340 configuration, you perform the General Setup and then proceed to the other section(s) for which you are configuring your Document Centre: Setting Up for Scanning, Setting Up for Printing and/or Setting Up for...
  • Page 20: General Setup

    1. C ONFIGURE THE For complete information on the installation and setup of Internet Services and Scanning Services with the DC 220/230/332/340 ST, see the Xerox Document Centre 220/230/332/340 ST or 230 LP System Administration Guide. À To setup a Document Centre for internet access: 1.
  • Page 21: Step 3. Access Internet Services

    3. A CCESS NTERNET À To access the Document Centre using Internet Services: • Type the Document Centre’s IP address in your browser’s URL location field. Once you have accessed the embedded HTTP server, you can designate it as a bookmark in your browser, then directly access it simply by clicking this book- mark.
  • Page 22: Setting Up For Scanning

    Setting Up for Scanning ETTING P FOR Refer to the Xerox Document Centre 220/230/332/340 ST and 230 LP System Administration Guide for the complete network scanning setup information. Network Scanning is part of the total scanning solution provided with the Document Centre 220/230/332/340 ST.
  • Page 23 ETTING NTERNET ERVICES Setting Up for Scanning Network scanning with Internet Services Process ETTING TARTED WITH NTERNET ERVICES...
  • Page 24: Scanning Requirements

    ETTING NTERNET ERVICES Setting Up for Scanning CANNING EQUIREMENTS To set up your Document Centre for network scanning, certain server and connectivity requirements are necessary. Make sure you check the following server requirements and protocols/transport information before proceeding with the Scanning Setup. ERVER EQUIREMENTS The requirements for the scan server will vary depending on the number of users.
  • Page 25: Scanning Setup

    ETUP The following setup outlines the basic setup procedure for scanning. Refer to the Xerox Document Centre 220/230/332/340 ST or 230 LP System Administration Guide for complete scanning setup details. This setup is part of a four step process, which is discussed in this section.
  • Page 26: Step 2 Creating Scanning Repositories

    This step may be performed using native network tools or CentreWare Scanning Services (when available). The scanning repositories are where scanned documents will be saved as .XSM (Xerox document storage) format files. Five (1 default and 4 additional) repositories can be selected from Internet Services.
  • Page 27: Step 3 Creating Templates And Template Pools

    If you want to edit your scanned documents which are stored in TIFF 6.0 format, optionally install Visioneer PaperPort software. PaperPort is available on the CentreWare CD-ROM. After you scan a document at the Document Centre 220/230/332/340 ST, you can access PaperPort and retrieve the scanned file within the PaperPort application. ETTING...
  • Page 28: Setting Up For Printing

    Document Centre control panel touch screen. Select printing options, specify a print ready file and submit for printing on the Document Centre 220/230/332/340 from within Internet Services. On the Services, Job Submission page, printing with Internet Services provides the following output options: •...
  • Page 29: Setting Up For Faxing

    ETTING P FOR Fax Service provides options for sending faxes from the Document Centre 220/ 230/332/340. Fax features are selected via the internet, which would normally have to be specified at the Document Centre control panel touch screen. Faxing with Internet Services provides the following fax options: •...
  • Page 30 ETTING NTERNET ERVICES Setting Up for Faxing 2-12 ETTING TARTED WITH NTERNET ERVICES...
  • Page 31: Using Internet Services

    CHAPTER THREE SING NTERNET NTRODUCTION This chapter explains how to perform tasks with Internet Services. The first section explains the interface layout and common buttons. The second section presents the different user and system administrator tasks that can be performed over the internet.
  • Page 32: Pages And Frames

    SING NTERNET ERVICES Interface Features AGES AND RAMES When you access the Document Centre embedded HTTP server, the Document Centre’s home page displays. The home page lists the features that are available for viewing or modifying. Clicking a feature displays the feature’s page. Feature pages are divided into a left and right frame.
  • Page 33: Page Buttons

    UTTONS The table below lists the common buttons that are available on many of the pages and frames. Some of them match the look of the actual button on the Document Centre control panel. Button Apply (new settings, settings) Cancel Device Index Help Print/Fax Submission...
  • Page 34: What You Can Do With Internet Services

    SING NTERNET ERVICES What You Can Do with Internet Services This section discusses the different tasks that users and system administrators can perform using Internet Services. UBMITTING A Print-ready (PCL, PostScript, or ASCII) files can be submitted for printing or faxing directly from Internet Services to the Document Centre.
  • Page 35: Document Centre Print Queue Status

    OCUMENT ENTRE RINT You can list, promote, delete, or release a job in your Document Centre 220/230/ 332/340 print queue. IEWING THE RINT À To view the Document Centre print queue: 1. Access the Document Centre embedded HTTP server. 2. Click Queue. The Document Centre queue information displays.
  • Page 36: Release A Queued Print Job

    SING NTERNET ERVICES What You Can Do with Internet Services 3. Select the desired job. 4. Click Cancel to remove the job from the print queue. If you click Refresh Jobs after you delete or promote a queued print job, there is a time delay in refreshing the true status of the deleted and promoted job.
  • Page 37: Setting The Document Centre Properties

    The settings contained within the Properties tab can only be modified by system administrators. An administrator’s username and password is required the first time settings are applied in the Properties tab. See the Xerox Document Centre 220/230/332/340 ST or 230 LP System Administration Guide for more information on access username and password for the Document Centre.
  • Page 38: General Setup Properties

    SING NTERNET ERVICES What You Can Do with Internet Services ENERAL ETUP General Setup properties are included under the General Setup folder. These properties are System, Contention Management and Power Saver for the Document Centre. System System Properties are the job option defaults and physical location of the Document Centre.
  • Page 39: Emulation Properties

    Power Saver This property sets the power saver feature on your Document Centre. À To set power saver values: 1. Click Power Saver. 2. Set the desired power options. 3. Click Apply New Settings to accept the changes. MULATION ROPERTIES Emulation controls the PostScript or PCL settings for the Document Centre.
  • Page 40: Connectivity Properties

    NetWare SAP rate; options that are not available at the Document Centre control panel. See the Xerox Document Centre 220/230/332/340 ST or 230 LP System Administration Guide for more information on setting up the Document Centre.
  • Page 41 2. Click Protocols. 3. Click the desired network protocol and modify the settings, such as protocol active or inactive status, which is not available at the Document Centre 220/ 230/332/340 control panel. For NetWare, valid SAP rates are 15 to 864,000 seconds. You can also OTES turn SAPping off.
  • Page 42: Services Properties

    Pool Setup, Default Template and Print Setup property options. Using Services Properties, the first time you attempt to change a parameter on the Document Centre 220/230/332/340 from Internet Services, you are prompted to enter the login and admin password. This is the same login and password that you would normally enter at the Document Centre control panel.
  • Page 43 • New Auto Generate - when a document is scanned, the new document is given a generated name that is derived from the date and time stamp of the file server. 4. Enable or disable a Confirmation Sheet. 5. Click Apply New Settings to accept the changes. Repository Setup À...
  • Page 44 SING NTERNET ERVICES What You Can Do with Internet Services Default Template Default templates provide a basic format and options for scanned, printed, or faxed documents. System administrators can modify the defaults for File, Fax, Scan and Print to Local Copy Services of the default templates. The settings defined here are the defaults for the user templates that are selected from Services >...
  • Page 45: Portfolio

    1. Click Portfolio. 2. Click Fault History to view a listing of faults for the Document Centre. 3. Click Xerox Contacts to view a listing of support phone numbers and internet links. 4. Click Device Profile to view configuration information for the Document Centre, such as ESS Software Version, fax, duplex and tray configurations, PCL and PostScript information.
  • Page 46: Maintenance

    SING NTERNET ERVICES What You Can Do with Internet Services 6. Click Billing Meters to view copy, fax, print, scan and machine counters. AINTENANCE Maintenance provides a way to view and test printer functions on your Document Centre. A PCL and PostScript font listing, various reports, as well as a test page can be generated from these pages.
  • Page 47: Assistance

    NTERNET ERVICES What You Can Do with Internet Services SSISTANCE Assistance provides internet links for software, browser and Xerox support. À To access Assistance: 1. Click Assistance. 2. Click the desired link to go directly to the selected home page.
  • Page 48: Scanning With Internet Services

    CANNING WITH NTERNET This section explains the components, functions and procedures for Network Scanning or Scan to File. Refer to Chapter 2 of this guide and the Xerox Document Centre 220/230/332/340 ST and 230 LP System Administration Guide for more information.
  • Page 49: Template Management

    EMPLATE ANAGEMENT Templates are used for scanning, faxing, or printing jobs at the Document Centre 220/230/332/340 ST control panel. You can select a template to use “as is,” create a brand new one, or modify an existing one. New, Delete, Copy (Template) Buttons At the top of the Services >...
  • Page 50 SING NTERNET ERVICES What You Can Do with Internet Services Template Summary The summary displays in a template on the Services > Stored Templates pages or the Properties > Services > Default Template pages and contains information about the current template’s scan, print, or fax settings. This summary contains the selected services for the template and the template name, along with the parameters specified for each defined service.
  • Page 51 Services Parameters Server Name (NetWare) Server Volume (NetWare) File Server IP Address (TCP/IP) NDS Context (NetWare) NDS Tree (NetWare) Login Name Path to Document (NetWare) Directory Path (TCP/IP) Document Name Filing Policy Output Image Format (Document Centre 332/340 Immediate or Delayed Fax Recipients Phone Number Phone List...
  • Page 52 SING NTERNET ERVICES What You Can Do with Internet Services Services Parameters Print Number of Copies Local Copy Staple (if Finisher option is available) Scan Basic Original Type Auto Exposure Lighten/Darken Sides Imaged 3-22 Description Defines how many copies to print. Staples the printed output.
  • Page 53 Services Parameters Resolution Image Size Original Size Stored Size ETTING TARTED WITH NTERNET What You Can Do with Internet Services Selects the sharpness and clarity of the images on the document being scanned. Sets the page dimensions for the input and scanned file. Select the dimensions of the input document.
  • Page 54 SING NTERNET ERVICES What You Can Do with Internet Services Services Parameters Reduce/Enlarge 3-24 Description Reduction or enlargement you would like to perform. Selections are: None (default) - images on the output document will be reproduced at the same size they were represented on the input document.
  • Page 55 SING NTERNET ERVICES What You Can Do with Internet Services Services Parameters Description Edge/Border Erase Choose this setting to erase the spots, punch holes, staple marks, folds, or any other dark lines which may appear around the edge of your original document.
  • Page 56 SING NTERNET ERVICES What You Can Do with Internet Services Template Operations Once a system administrator has defined repositories and default templates, the templates are available for use. General users can access and modify templates using the Services > Stored Templates page. The following procedures explain how to create, modify and delete templates.
  • Page 57 À To modify an existing template: 1. Access the Document Centre embedded HTTP server. 2. Under Services, click the Stored Template radio button. In the left frame of the Stored Templates page, a listing of available templates displays. 3. Click on a template in the left frame that you want to modify. 4.
  • Page 58 SING NTERNET ERVICES What You Can Do with Internet Services À To delete a template: 1. Access the Document Centre embedded HTTP server. 2. Under Services, click the Stored Template radio button. In the left frame of the Stored Templates page, a listing of available templates displays. 3.
  • Page 59: Scan To File

    CAN TO Scanning is performed by setting up parameters on a template with Internet Services, then physically scanning a hard copy document at the Document Centre 220/230/332/340 ST. The scanned files are saved to either a public or private repository. À...
  • Page 60: Retrieve Scanned Document With Paperport

    SING NTERNET ERVICES What You Can Do with Internet Services ETRIEVE CANNED To edit an electronic file, first scan the document, then retrieve it in a TIFF editing application, such as PaperPort. À To scan a document and use PaperPort to edit the electronic file: 1.
  • Page 61: Scan With Local Copy

    3. In the template, enter the fax number for the fax recipient. Click Add to add the number to the phone list. Highlight a number in the list and click Delete to remove the number from the list. Internet Services allows a maximum of 100 characters for the fax number.
  • Page 62: Problem Solving

    SING NTERNET ERVICES Problem Solving ROBLEM OLVING This section poses some simple solutions to common Internet Services problems. If you are having trouble running Internet Services, the following questions may help you resolve the problem. If not, contact your system administrator. •...
  • Page 63 NDEX Accessing Internet Services Accessories 3-15 Adobe Acrobat Reader 3-17 Assistance Buttons apply cancel device index help refresh restore submit Configure the Document Centre 3-10 Connectivity Connectivity for Document Centre Connectivity properties 3-10 Contention management Creating scanning repositories Creating templates and template pools Default template modifying 3-14...
  • Page 64 3-10 Interfaces Internet Browser setup Internet Services accessing checking status configure the Document Centre Document Centre access features introducing 3-32 problem solving properties set up properties for Document Centre setting up setup the internet browser using Internet Services Scanning setup Introducing Internet Services Jobs list viewing...
  • Page 65 3-16 Test page Using Internet Services ETTING TARTED WITH NTERNET Using templates Copying templates Deleting templates 3-18 Modifying templates Using templates Creating templates Viewing the print queue Xerox Welcome Centre 3-19 ERVICES 3-27 3-28 3-27 3-26 NDEX...
  • Page 66 NDEX ETTING TARTED WITH NTERNET ERVICES...