Xerox CopyCentre C123 Scan Manual

Copyright protection claimed includes all forms and matters of copyrighted material and information now allowed by statutory or judicial law or hereinafter granted, including without limitations, material generated from the software programs which are displayed on the screen, such as icons, screen displays, looks etc. Xerox®, The Document Company®, the digital X® and all Xerox products mentioned in this publication are trademarks of Xerox Corporation. Product names and trademarks of other companies are hereby acknowledged. See the About License section for detailed information on licensed products. The information in this document is correct at the time of publication. Xerox reserves the right at any time to change the information without notice. Changes and technical updates will be added in subsequent editions of the documentation. For the latest information go to www.xerox.com.

701P42081 WorkCentre Pro 123/128 Minimum Requirements To enable Scanning Features 6/28/04 Version 1.1 701P42081

701P42081 Table of Contents GENERAL NETWORK SETUP................................................................................................................................................................. 5 ADVANCED NETWORK SETUP .............................................................................................................................................................. 6 PREREQUISITE.......................................................................................................................................................................................... 6 REMOTE AUTHENTICATION SETUP...................................................................................................................................................... 8 SCAN TO E-MAIL:...................................................................................................................................................................................... 8 SCAN TO FTP/SMB:................................................................................................................................................................................. 8 NETWORK SCANNING: ............................................................................................................................................................................... 9 PREREQUISITE.......................................................................................................................................................................................... 9 LDAP SETUP .......................................................................................................................................................................................... 10 PREREQUISITE........................................................................................................................................................................................ 10 SCAN TO EMAIL/IFAX/RECEIVE EMAIL/MAIL NOTIFICATION SETUP.............................................................................................. 15 PREREQUISITE........................................................................................................................................................................................ 15 SCAN TO FTP/SMB SETUP ................................................................................................................................................................... 21 PREREQUISITE........................................................................................................................................................................................ 21 NETWORK SCANNING SETUP ............................................................................................................................................................. 23 PREREQUISITE........................................................................................................................................................................................ 23 SCAN TO MAILBOX ............................................................................................................................................................................... 24 PREREQUISITE........................................................................................................................................................................................ 24 APPENDIX A........................................................................................................................................................................................... 26 EXAMPLES OF CONFIGURING THE LDAP FIELDS ON DIFFERENT SEVERS..................................................................................................... 26

701P42081 Purpose This document is intended to help the support centers and analysts in enabling Networking and Scanning features for use on a M123/M128 device. This document is not a substitute for the system administrator’s guide or the user guide, rather it is intended to be used as a quick reference or checklist when enabling the scanning features. G Geenneerraall NNeettw woorrkk SSeettuupp These are the minimal settings required to enable the device on the network. General Network Setup Field Name Description Location Value Host Name The device’s SMB Host Name. WUI : Properties Æ Protocol Settings Æ TCP/IP Ex: XRXxxxxxxxxxxxxxx Enable “TCP/IP” Port Port by which TCP/IP client communicates with the TCP/IP server WUI : Properties Æ Port Settings LUI : System Settings Æ System Settings Æ Network Settings Æ Port Settings Get IP Address The Method used to get an IP address. Examples are; • DHCP or • Manual, • Etc. WUI : Properties Æ Protocol Settings Æ TCP/IP LUI : System Settings Æ System Settings Æ Network Settings Æ Protocols Settings Default is DHCP Auto. Note: If set for anything other than Manual, skip IP Address, Subnet Mask and Gateway fields. IP Address This is Sheeta’s TCP/IP Address. The IP Address is a unique address that identifies a device in a network. WUI : Properties Æ Protocol Settings Æ TCP/IP LUI : System Settings Æ System Settings Æ Network _____._____._____._____ Ex: 192.168.1.50

701P42081 General Network Setup Field Name Description Location Value Settings Æ Protocols Settings Subnet Mask The Subnet mask address of the device. The Subnet Mask identifies which part of the IP Address contains the Subnet Address and which part contains the host (or device) address. WUI : Properties Æ Protocol Settings Æ TCP/IP LUI : System Settings Æ System Settings Æ Network Settings Æ Protocols Settings _____._____._____._____ Ex: 255.255.255.0 Gateway Address The Gateway Address is the IP Address of the gateway, or router, that the machine will use to access devices on other subnets. WUI : Properties Æ Protocol Settings Æ TCP/IP LUI : System Settings Æ System Settings Æ Network Settings Æ Protocols Settings _____._____._____._____ Ex: 192.168.1.1 AAddvvaanncceedd NNeettw woorrkk SSeettuupp DNS and WINS information has to be populated if a server name has been specified. DNS and WINS are protocols that allow the device to use names rather then IP addresses when specifying the hosts of services that the device uses (ex: LDAP Host, Kerberos Host, SMTP/ pop3 Host, etc). Prerequisite Complete the Network Installation. Refer to Æ General Network Setup Advanced Network Setup Field Name Description Location Value DNS Server Address (up to 3 DNS server addresses can be specified) Dynamic Name Service. Specifying hosts by IP address is error prone and difficult. DNS allows names to be assigned to IP addresses. A DNS server allows a client (like WUI : Properties Æ Protocol Settings Æ TCP/IP _____._____._____._____ Ex: 192.168.1.2 If DHCP box is check via Web UI, then DNS address

701P42081 Advanced Network Setup Field Name Description Location Value M123/M128) to ask the DNS server to look up the IP address for hosts specified by name. information is populated automatically. DNS Address 1- 3 These three fields allow the entry of DNS server IPs. For the device to use any Hostname… WUI : Properties Æ Protocol Settings Æ TCP/IP _____._____._____._____ Ex: 192.168.1.2 DNS Name This is the Domain name of the device. WUI : Properties Æ Protocol Settings Æ TCP/IP Ex: ..com Domain Name (up to 3 DNS Domain Names addresses can be specified). If DNS Server Address (IP address) is left blank, then the DNS domain names need to be specified WUI : Properties Æ Protocol Settings Æ TCP/IP Ex: ..com WINS Server Used in Microsoft Networking (SMB). WINS allow names to be assigned to IP addresses. A WINS server allows a client (like Sheeta) to ask the WINS server to look up the IP address for hosts specified by name WUI : Properties Æ Protocol Settings Æ TCP/IP Ex: ..com If DHCP box is check via Web UI, then WINS address information is populated automatically.

701P42081 RReem moottee AAuutthheennttiiccaattiioonn SSeettuupp The M123/M128 device performs user authentication using Kerberos for windows and Kerberos for Solaris. When enabled, user access to scanning features (excluding scan to mailbox) will be prevented for un-authorized users. Access to the scanning features will be enabled once the user is authenticated by Kerberos. However, since the username/password provided to utilize the scanning features (i.e. Scan to SMB, Scam to FTP, e-mail, Network Scanning) IS NOT the same username / password used to authenticate with the Kerberos server, tracking each user when accessing the networking features of the device will not be possible. The following procedure describes how Kerberos works with different scanning functions. Scan to E-Mail: • The user selects • A login/password popup is displayed requiring the user to provide a username and password to the Kerberos server. • The user enters the login and password. • The device passes the login and password to the Kerberos server and if a match is found the user is successfully authenticated. • “From:” field of the e-mail is automatically populated with the device login name and e-mail address created at the time of the device configuration. • If SMTP server requires authentication, the device will use the SMTP username/password created at the configuration of the device to send an email to the server. Scan to FTP/SMB: • The user selects • A login/password popup will be displayed to authenticate users with the Kerberos server. • The user enters the login and password. • The login and password is passed on to the Kerberos server and if a match is found the user is successfully authenticated. • The user needs to enter a valid login and password for the FTP/SMB server. This may or may not be the user’s Kerberos login/password, rather it is a login/password that is accepted by the FTP/SMB server.

701P42081 Network Scanning: • The user selects • A login/password popup will be displayed to authenticate users with the Kerberos server. • User enters the login and password. • The login and password is passed on to the Kerberos server and if a match is found the user is successfully authenticated. • Through the templates/repositories, the users will enter a valid login/password for FTP/SMB servers. This may or may not be the user login/password; rather it is a login/password that is accepted by the FTP/SMB server. • Public templates are accessible to any user. Private templates require a password that may or may not be different from the Kerberos password. Prerequisite Complete the Network Installation. Refer to Æ General Network Setup Complete DNS/WINS set up if Host names are provided for the mail servers, rather than IP addresses. Refer to Æ Advanced Network Setup Remote Authentication Setup Field Name Description Location Value Remote Setup login Enable Remote Authentication LUI: System Settings Æ Login setup/Auditron Administration Æ Remote Login Setup Default: ON: Guest ON: Remote Server IP Address or Server name. The IP address or the host name of the Kerberos server. Note: If server host name is used instead of the IP address, refer to Advanced Network Setup for DNS / WINS settings. LUI: System Settings Æ System Settings Æ Network Settings Æ Remote Authentication _____._____._____._____ Ex of the IP address: 192.168.1.2 Ex of the host name: Ex:...com

701P42081 Remote Authentication Setup Field Name Description Location Value Remote Server Port number This is the Port Number used. Default is 88. Remote Server Realm Name Fully qualified domain which Kerberos server supports Ex: Kerberos..com LLDDAAPP SSeettuupp LDAP, Lightweight Directory Access Protocol, is an Internet protocol that email programs use to look up contact information from a server. LDAP- aware" client programs can ask LDAP servers to look up entries in a wide variety of ways. LDAP servers index all the data in their entries, and "filters"(ex. Search root entry DN) may be used to select just the person or group you want, and return just the information you want. LDAP servers also provide an "authentication" service so that only authenticated users can access the LDAP server. However, most LDAP servers do not requires authentication. Please refer to Appendix A for some examples on custom fields format as required by different servers. Prerequisite Complete the Network Installation. Refer to Æ General Network Setup Complete DNS/WINS set up if a Host name is provided for the LDAP servers, rather than IP addresses. Refer to Æ Advanced Network Setup

701P42081 LDAP Setup Field Name Description Location Value Directory Server (LDAP) Enable LDAP Primary Server The Primary IP address of the LDAP server or server Name. If server name is used, ensure that DNS information is properly populated via Centreware Internet Services. _____._____._____._____ Ex: 192.168.1.2 OR Ex:..com Primary Server Port Number Port number of the primary LDAP Server Ex: Port 389 Secondary Server The Secondary IP address of the LDAP server or server Name _____._____._____._____ Ex: 192.168.1.2 OR Kerberos..com Secondary Server Port Number Port number of the primary LDAP Server Ex: Port 389 Login/password Login and password information required connecting to the LDAP server. Note: most LDAP servers don’t require authentication, and therefore the login and password is usually optional. LUI: System Settings Æ System Settings Æ E- Mail / Fax Settings Æ Address Search (Directory Service)

701P42081 LDAP Setup Field Name Description Location Value Search Root entry DN (Distinguished Name The format of the naming context will vary depending on the LDAP Server being used. A DN identifies an entry in an LDAP directory. Because directories are hierarchical, DNs identify the entry by its location as a path in a hierarchical tree (much as a path in a file system identifies a file). Generally, a DN begins with a specific common name, and proceeds with increasingly broader areas of identification until the country name is specified. CN=common name, [OU=organizational unit, O=organization, L=locality, ST=state or province], C=country name LUI: System Settings Æ System Settings Æ E- Mail / Fax Settings Æ Address Search (Directory Service) Ex for Active Directory Server: Rodc.Xerox.com dc=rodc,dc=Xerox, dc=com

701P42081 LDAP Setup Field Name Description Location Value Scope of Search Search scope determines how far down the directory tree to search. There are three values that can be set for scope: base, which; onelevel, which, and subtree which This field narrows the search criteria as defined by the Search Root entry. Options are: • Root Entry Only -- only searches the same level as the DN defined by the base DN setting • One level below Root Entry only -- will search one level below the base and does not include the root entry • All levels below root entry -- searches the base entry and everything below the base Object class of search target This is like the Wild card. If one enters a string of characters for search criteria then all names that contain that string will be returned. Ex: * Server Application The choices are Active Directory Netware Other Application (ex. Domino) LUI: System Settings Æ System Settings Æ E- Mail / Fax Settings Æ Address Search (Directory Service)

701P42081 LDAP Setup Field Name Description Location Value Attribute type of Recipient name Directory searches are often done by searching for a partial name in the common name (cn) attribute. Ex: searching for "Flint" within the cn would turn up this entry. Williams Flintson Barb Flintson Wilma Flintson Etc. Attribute type of Last Name This is the surname (last name). Ex: Flintson Attribute type of First Name This is the given name Ex: Wilma Attribute type of E Mail Address Email address Ex: [email protected] Attribute type of Custom Item 1 These fields can be customized. The type holds the value of the field Ex: telephoneNumber Attribute Name of Custom Item 1 These fields can be customized. The Name field displays the word Ex: Telephone Number Attribute type of Custom Item 2 These fields can be customized. The type holds the value of the field Ex: PhysicalDeliveryOfficeName Attribute Name of Custom Item 2 These fields can be customized. The Name field displays the word LUI: System Settings Æ System Settings Æ E- Mail / Fax Settings Æ Address Search (Directory Service) Ex: Office

701P42081 LDAP Setup Field Name Description Location Value Attribute type of Custom Item 3 These fields can be customized. The type holds the value of the field Ex: department Attribute Name of Custom Item 3 These fields can be customized. The Name field displays the word Ex: Department Maximum search results The number of requests that LDAP will return (maximum is 100) Search time Out The amount of time it waits to get a response from the LDAP server. SSccaann ttoo EEm maaiill//iiFFaaxx//RReecceeiivvee EEm maaiill//M Maaiill NNoottiiffiiccaattiioonn SSeettuupp Email, iFax, and Receive email at the device requires SMTP (for sending mail) and POP3 (receiving mail) to be populated correctly. If host names are entered for the email servers (i.e. SMTP and POP3) then DNS / WINS information need to be populated correctly. Prerequisite Complete the Network Installation. Refer to Æ General Network Setup Complete DNS/WINS set up if Host names are provided for the mail servers, rather than IP addresses. Refer to Æ Advanced Network Setup R : Required NR : Not Required

701P42081 Scan to Email/iFax/Receive Email/Mail Notification Setup Field Name Description Location Scan To Email iFax Receive Email Mail Notification Value Enable “Send Email Port” Without enabling this port, Scan to email option will not be made available. LUI: System Settings Æ System Settings Æ Network Settings Æ Port Settings R R NR R Enable Receive Email Port Without enabling this port, Scan to email option will not be made available. WUI: Properties Æ Port Settings LUI: System Settings Æ System Settings Æ Network Settings Æ Port Settings NR R R NR Enable SOAP Port SOAP is a simple XML based protocol to let applications exchange information over HTTP. Or more simply: SOAP is a WUI: Properties Æ Port Settings R NR NR NR

701P42081 Scan to Email/iFax/Receive Email/Mail Notification Setup Field Name Description Location Scan To Email iFax Receive Email Mail Notification Value protocol for accessing a Web Service Administrator Email Address Address used to receive mail notification when device can not connect to the SMTP Server WUI: Properties Æ Machine Details R R R R Ex: admin@.com Machine Email Address This is the Email address of the device. WUI: Properties Æ Machine Details LUI: System Settings Æ System Settings Æ Network Settings Æ Machine Email Address R R R R Ex: machine@

701P42081 Scan to Email/iFax/Receive Email/Mail Notification Setup Field Name Description Location Scan To Email iFax Receive Email Mail Notification Value Name (it is better to use the fully qualified domain name) LUI: System Settings Æ System Settings Æ Network Settings Æ SMTP Settings Ex – Server Name: Name..com SMTP User Name and Password This is the SMTP server authentication. If SMTP server requires authentication, the a login and password is required for the SMTP server WUI: Properties Æ Protocol Settings Æ Email LUI: System Settings Æ System Settings Æ Network Settings Æ SMTP Settings R R NR R POP3 Server Address OR POP3 Server Name (it is better to use the fully qualified The IP address of the POP3 server. WUI: Properties Æ Protocol Settings Æ Email LUI: System Settings Æ System NR R R NR _____._____._____.____ Ex – Server Address: 192.168.1.2 Ex – Server Name: Name..com

701P42081 Scan to Email/iFax/Receive Email/Mail Notification Setup Field Name Description Location Scan To Email iFax Receive Email Mail Notification Value domain name) Settings Æ Network Settings Æ POP3 Settings POP3 User Name and Password This is the POP3 server authentication. If POP3 server requires authentication, the a login and password is required for the POP3server WUI: Properties Æ Protocol Settings Æ Email LUI: System Settings Æ System Settings Æ Network Settings Æ POP3 Settings NR R R NR

701P42081 Scan to Email/iFax/Receive Email/Mail Notification Setup Field Name Description Location Scan To Email iFax Receive Email Mail Notification Value LDAP Remote Address Book directory server supports Windows 2000 Active Directory, Exchange Server 2000, and Exchange Server 2003 and Novel Netware 5 WUI: Properties Æ Protocol Settings Æ LDAP LUI: System Settings Æ System Settings Æ Network Settings Æ Email Settings Should be set if Global search is required NR NR

701P42081 SSccaann ttoo FFTTPP//SSM MBB SSeettuupp Files can be scanned on the M123/M128 device and routed on to a server or a client using FTP or SMB protocol. Directory structures (repositories) need to be created on the server to hold the scanned documents. It is assumed that an FTP server/client or an SMB server/client exists and is configured on the network. Prerequisite Complete the Network Installation. Refer to Æ General Network Setup Complete DNS/WINS set up if Host names are provided for the mail servers, rather than IP addresses. Refer to Æ Advanced Network Setup Scan to FTP/SMB Setup Field Name Description Location Scan To FTP Scan To SMB Value Enable “TCP/IP” Port” Port by which TCP/IP client communicates with the TCP/IP server WUI: Properties Æ Port Settings LUI: System Settings Æ System Settings Æ Network Settings Æ Port Settings R R Enable “FTP Client” Port Port by which FTP client communicates to the FTP server WUI: Properties Æ Port Settings LUI: System Settings Æ System Settings Æ Network Settings Æ Port Settings R NR Enable “SMB Port” Port by which SMB client communicates to the SMB server WUI: Properties Æ Port Settings LUI: NR R

701P42081 Scan to FTP/SMB Setup Field Name Description Location Scan To FTP Scan To SMB Value System Settings Æ System Settings Æ Network Settings Æ Port Settings Enable “SNMP” Port. Simple Network Management Protocol WUI: Properties Æ Port Settings LUI: System Settings Æ System Settings Æ Network Settings Æ Port Settings R R Enable “SOAP” Port SOAP is a simple XML based protocol to let applications exchange information over HTTP. Or more simply: SOAP is a protocol for accessing a Web Service WUI: Properties Æ Port Settings LUI: System Settings Æ System Settings Æ Network Settings Æ Port Settings R R FTP login and User name Login and password required by the FTP server for Authentication. LUI: All Services Æ Scan to FTP R NR SMB Login and User Name Login and password required by the SMB server for Authentication. LUI: All Services Æ Scan to FTP NR R Repositories A folder containing the Scanned images. WUI: Services Æ Job Templates Æ Display Job Templates Screen Æ File Repository Setup R R

701P42081 NNeettw woorrkk SSccaannnniinngg SSeettuupp Files can be scanned on the M123/M128 device and routed on to a server using FTP or SMB protocol. Directory structures (repositories) need to be created on the server to hold the scanned documents. Templates have to be created on the device. The information in the templates will be used to specify the transfer protocol (FPT/SMB) as well as the attributes of the scanned document. Prerequisite Complete the Network Installation. Refer to Æ General Network Setup. Complete DNS/WINS set up if Host names are provided for the mail servers, rather than IP addresses. Refer to Æ Advanced Network Setup Complete Scan To FTP/SMB depending on the type of the protocol that is used by network environment. Refer to Æ Scan To FTP/SMB Templates and repositories must be created through CentreWare Internet Services (refer to User Guide) or CentreWare Scanning Services. R: Required O: Optional Network Scanning Setup Field Name Description Location Network Scanning Value Templates Templates define the attributes for a particular job, as well as the destination(s) of the scanned document. Templates can be created using Centerware Internet Services, or Centerware Network Scanning. LUI: Services Æ Job Templates Æ Display Job Templates Screen Æ Template R Repositories A folder containing the Scanned images. LUI: Services Æ Job Templates Æ Display Job Templates Screen Æ File Repository Setup R Centerware Network Scanning Can be used to create templates Must be installed via CD ROM O

701P42081 SSccaann ttoo M Maaiillbbooxx This feature will allow documents to be stored in to a mailbox for future processing. Internet Services and scan driver utility can be used to create, view, and print documents stored in a mailbox. Prerequisite Complete the Network Installation. Refer to Æ General Network Setup. Scan to Mailbox Field Name Description Location Scan To Mailbox Value Enable “Salutation” Port This port is used for discovering and polling of scanners LUI: System Settings Æ System Settings Æ Network Settings Æ Port Settings R Enable “HTTP” Port WUI: Protocols Æ Port Settings LUI: System Settings Æ System Settings Æ Network Settings Æ Port Settings R Scan Driver Utility The Utility that will be installed on the client and allows users to view/print the scanned documents within a mailbox Must be installed via CD ROM O Centerware Internet Services Allows users to view/print the scanned documents within a mailbox Using a browser, enter the Machines IP address. O Mailboxes must be created. Mailboxes need to be created via UI or Internet LUI: All Services Æ Setup Menu Æ R

701P42081 Scan to Mailbox Field Name Description Location Scan To Mailbox Value Services Mailbox LUI: System Settings Æ Setup Menu Æ Mailbox

701P42081 AAppppeennddiixx AA Examples of Configuring the LDAP Fields on different Severs This section provides an example of how different LDAP fields can be configured on different servers. Please note that this section does not describe every LDAP field supported by M123/128 device. Choosing the type of LDAP Server The SA/KO shall be allowed to choose the type of LDAP server that is being used via the Remote UI from: • Exchange • Domino • Netscape Directory Services • ADS LDAP • NetWare LDAP Based on this selection, the user shall be presented with a default mapping of the device display item to the corresponding LDAP field as follows: NetWare LDAP Default Mapping Display Item Default LDAP Mapping Name fullName Email Address mail IFax Address Business Phone telephoneNumber Business Address postalAddress Office physicalDeliveryOfficeName City l State st zip code postal code country co (no entry in client) UID uid

701P42081 Domino Default Mapping Display Item Default LDAP Mapping Name cn Email Address mail IFax Address Business Phone telephonenumber Business Address postaladdress Office officestreetaddress City l State st zip code postalcode country co UID shortname Exchange Default Mapping Display Item Default LDAP Mapping Name cn Email Address mail IFax Address Business Phone telephoneNumber Business Address postalAddress Office physicalDeliveryOfficeName City l State st zip code postalCode country co UID uid ADS Default Mapping Display Item Default LDAP Mapping Name cn

701P42081 Display Item Default LDAP Mapping Email Address mail IFax Address Business Phone telephoneNumber Business Address postalAddress Office physicalDeliveryOfficeName City l State st zip code postalCode country co UID SAMAccountName Netscape Default Mapping Display Item Default LDAP Mapping Name cn Email Address mail IFax Address Business Phone telephonenumber Business Address postalAddress Office physicalDeliveryOfficeName City l State st zip code postalCode country co UID uid