HP CM8060 User Manual
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Configure device settings at the control panel This section provides information for using the control panel to establish default settings for certain features. However, some features must be configured remotely by using the embedded Web server. See Configure device settings remotely on page 40. Initial e-mail setup Use the E-mail Setup Wizard in the Initial Setup menu to enable the e-mail digital sending feature and to establish basic e-mail settings. NOTE: You can also use the embedded Web server to configure e-mail digital sending (including the basic settings). To establish all other e-mail settings, use the em bedded Web server. For more information, see Advanced e-mail setup on page 41. Use the E-mail Setup Wizard 1. From the Home screen, scroll to and touch Administration. 2. Touch Initial Setup , and then touch E-mail Setup. 3. Touch E-mail Setup Wizard . 4. If you do not know the host name and port for the SMTP server, select Help me find SMTP. If you already know the SMTP server information, touch I know my SMTP. Touch the text boxes to open a keyboard so you can type the information. Touch Next. 5. If you selected Help me find SMTP in the previous step, a new screen opens that includes a list of SMTP servers. Select the correct SMTP server from the list. The device uses this server for the e- mail send gateway. Touch Next. NOTE: Finding SMTP servers could take several minutes. 6.The device verifies the SMTP server and preselec ts whether authentication is required, based on information that the server returns. If the SM TP server requires authentication, specify the username and password for the SMTP server. D epending on the authentication requirements for the SMTP server, you can use the credentials of a user who signs in at the device rather than a single set of credentials for all users. See Control access to the device on page 63 . Touch Next. 7. Type the e-mail address and name to use as the default. This information appears in the “From” field in the recipients e-mail program. Touch Next. TIP: Set up an e-mail account for the device, and use this as the default e-mail address. You can also lock the default address so that othe r users cannot change it. However, if a user is signed in to the device, the e-mail address for that user appears in the “From” field. 8. On the final screen of the wizard, review the information. If it is correct, touch Finish. If you need to make changes, touch Previous to return to the previous screen. ENWW Configure device settings at the control panel 37
Initial fax setup If an analog fax accessory is installed in the device, use the Initial Setup menu to establish basic fax settings. The Fax feature on the Home screen is not active until you use the Fax Setup Wizard in this menu. NOTE: To establish specific fax settings as the defaults for all incoming fax jobs, use the Default Fax Options menu. For more information see Set the default fax options on page 39. NOTE: To set up LAN fax or Internet fax, use the embedded Web server. For more information, see Fax send setup on page 52. Use the Fax Setup Wizard To enable the fax feature and provide basic informat ion that is required for faxing, use the Fax Setup Wizard. 1. From the Home screen, scroll to and touch Administration. 2. Touch Initial Setup , and then touch Fax Setup. 3. Touch Fax Setup Wizard . 4. Select your country/region from the list. Fax co mmunication standards vary according to country/ region. Touch Next. 5. Type the information for your company. This info rmation is used in the fax header, which appears at the top of each page in the fax. Touch Next. 6. Select the format for date and time and then set the date and time. Touch Next. 7. If you need to use a dialing prefix, select Dialing Prefix on, and type the number in the box. Touch Next . 8. Review the information. If it is correct, touch Finish. If you need to make changes, touch Previous to return to the previous screen. 9. Make sure the device is connected to a working phone line. Use the Fax Setup menu After you have enabled faxing by using the Fax Setup Wizard, use the other options in the Fax Setup menu to establish preferences for sending and receiving faxes. These preferences include settings such as the fax dial volume, the number of times to redial when the line is busy, and the dialing mode. 1. From the Home screen, scroll to and touch Administration. 2. Touch Initial Setup , and then touch Fax Setup. 3. Several options are available in this menu. Configure the settings according to your preferences. NOTE: For a complete list of the available settings and a description of each one, see Fax Setup menu on page 140. The built-in Help system on the device pr ovides an explanation of each option. Touch the Help button ( ) in the upper-right corner of the screen. 4. To exit the Administration menu, touch the Home button () in the upper-left corner of the screen. 38 Chapter 4 Configure device settings ENWW
Set the default fax options You can use the Default Fax Options menu to establish default job options that apply to receiving and printing all incoming fax jobs. If necessary, you can ove rride most settings for an individual job. After that job is complete and the display returns to the Home screen, the device returns to the default settings. The device also returns to the default settings when ever a user signs out or presses the reset button, or when the length of time for the Inactivity Timeout feature has passed. NOTE:To configure the fax send settings, use the embedded Web server. Fax send settings cannot be configured at the device. For more information, see Fax send setup on page 52 . 1. From the Home screen, scroll to and touch Administration. 2. Touch Default Job Options , and then touch Default Fax Options . 3. Several options are available. You can customize t he default job options, or keep the HP default settings. NOTE: For information about each option, see Default Fax Options on page 124. The built-in Help system on the device prov ides an explanation of each option. Touch the Help button ( ) in the upper-right corner of the screen. 4. To exit the Administration menu, touch the Home button () in the upper-left corner of the screen. Set the default copy options You can use the Administration menu to establish default settings that apply to all copy jobs. If a user does not change any settings, these are the settings that are used. If necessary, you can override most settings for an individual job by opening the Copy feature on the control panel. After that job is complete, and the Home screen reappears, the device returns to the default settings. The device also returns to the default settings whenever a user signs out or pr esses the reset button, or when the length of time for the Inactivity Timeout feature has passed. NOTE: Not all copy options have default settings. 1.From the Home screen, scroll to and touch Administration. 2. Touch Default Job Options , and then touch Default Copy Options . 3. Several options are available. You can customize t he default job options, or keep the HP default settings. NOTE: For information about each option, see Default Copy Options on page 115. The built-in Help system also provides an explanation of each option. Touch the Help button ( ) in the upper- right corner of the screen. 4. To exit the Administration menu, touch the Home button () in the upper-left corner of the screen. ENWW Configure device settings at the control panel 39
Configure device settings remotely You can establish most device settings remotely by using the embedded Web server. The embedded Web server provides access to advanced settings that are not available through the control panel. NOTE: The embedded Web server also contains many of the same menus that are available in the Administration menu on the device control panel. If you are managing a group of devices, use HP Web Je tadmin to configure settings and distribute them to each device in the group. Most of the settings that are available in the embedded Web server are available in HP Web Jetadmin . For more information, see Use HP Web Jetadmin on page 96. The following procedures provide information for using the embedded Web server to set up specific features. For a description of all the features th at are available in the embedded Web Server, see Use the embedded Web server on page 88. Open the embedded Web server Open a supported Web browser, and type the de vice network address or hostname in the address line. NOTE: To find the network address or hostname, go to the device control panel. Touch Network Address , and touch Print to print an HP Jetdirect configuration page. The network address or hostname is on that page. The following table lists the browsers that the embedded Web server supports. NOTE: Browsers must be Javascript-enabled. Table 4-2 Supported browsers for the embedded Web server Operating systemSupported browsers Microsoft Windows●Microsoft Internet Explorer 6.0 and later ● Firefox 1.0 and later ● Netscape 7.0 and later ● Mozilla 1.6 and later ● Opera 7.0 and later Mac OS X●Safari 1.2 and later ● Firefox 1.0 and later ● Netscape 7.0 and later ● Mozilla 1.6 and later ● Opera 7.0 and later HP-UX 11 and later●Mozilla 1.6 and later Linux ●Konqueror 3.2 and later ● Firefox 1.0 and later ● Netscape 7.0 and later ● Opera 7.0 and later 40 Chapter 4 Configure device settings ENWW
Advanced e-mail setup You can begin using the e-mail feature after you have performed the initial e-mail setup. However, you can maximize control of this feature by using the embedded Web server to perform advanced setup. 1. Open the embedded Web server. See Open the embedded Web server on page 40. 2. Select the Digital Sending tab. 3. Select E-mail Setup from the menu on the left side of the screen. 4. To enable the E-mail feature on the device control panel, select Enable Send to E-mail. If this box is not selected, the f eature is unavailable. 5. In the area for SMTP Gateways Settings , select which SMTP servers to use for sending e-mail attachments. The device attempts to use the servers in the order in which they are listed. To prioritize the order in which the device uses the servers, se lect a server and then click either Move Up or Move Down to move the server to a higher or lower priority. You can add a server to the list if the one you want to use is not listed. You can also edit the settings for an SMTP server, and you can delete servers from the list. See Add or edit SMTP servers on page 42 . Click Test Server to verify that the selected SMTP server is functioning correctly. 6. In the area for Default Message Settings , provide the information. The Default E-mail Address is required, but the other settings are opti onal. The following table provides information about those settings. Table 4-3 Default Message Settings FeatureDescription Address Field ControlIf you want the Default E-mail Address and Default Display Name to be used for all e-mails sent from this device (unless a user is signed in), select Restrict users from changing the From: address fields . If you want users to be able to send e-mails to their own e-mail address only, select Restrict users from editing all address fields . Default E-mail Address and Default Display NameProvide an e-mail address and name to use for the “From” address for the e-mail message. TIP: Create an e-mail account for the device and use this address for the default e-mail address. TIP: Configure the E-mail feature so users must si gn in before using it. This prevents users from sending an e-mail from an address that is not their own. See Control access to the device on page 63 . If a user is signed in to the device, that users e-mail address appears in the “From” field instead of the default e-mail address. Default SubjectProvide a default subject li ne for the e-mail messages. Default Message Create a custom message. If you want this message to be used for all e-mail sent from this device, select Restrict users at the device from editing the Message: field . ENWW Configure device settings remotely 41
FeatureDescription Default Notification SettingsSpecify when you, or the person who is sending the e-mail, should be notified of the status of sent e-mails. Also specify the method for the notification: print or e-mail. If you select e-mail, the default setting is for notification to be sent to the “From” address for the user who is signed in. If no user is signed in, the notification is sent to the default e-mail address for the device. Default Scan Settings for E- mail AttachmentsConfigure default settings for the e-mail attachments. These are the same e-mail settings that are available at the device control panel. See Configure the e-mail options for each jobon page 197 . Add or edit SMTP servers You can add an SMTP server or edit the settings for an existing SMTP server. 1. On the E-mail Setup page, in the area for SMTP Gateway Settings , click Add Server , or select a server from the list and click Edit Server. 2. If you are adding a server, type the server name or address in the box, or click Find Servers to search for available SMTP servers. 3. If you want to limit the size of files that are sent, click the drop-down list under Maximum Attachment Size , and select a size. 4. If the SMTP server requires authentication, you can use each users network credentials after they sign in at the device, or you can provide a co mmon username and password that all users share. 5. Click Test Server to verify that the SMTP server is func tioning correctly. If the test fails, see Problems with E-mail, Alerts, and AutoSend on page 250. 6. Click OK. Table 4-3 Default Message Settings (continued) 42 Chapter 4 Configure device settings ENWW
Import e-mail addresses from other sources When a user adds an e-mail address to the address book at the device control panel, that address is stored on the device hard disk. You can also connect to a shared LDAP server or a Microsoft Exchange server to obtain addresses, or you can import addresses from a .CSV file. Addresse s that are imported from a .CSV file are stored on the device hard disk. The address book on the device has three view options. When users open the address book feature, they filter the list of available addresses by selecting one of the three view options. Table 4-4 Address-book view options View optionAddresses included All Contacts●Network contacts from a shared LDAP server ● Addresses stored on the device hard disk ● Personal addresses for the user who is currently signed in ● Public addresses that are imported from a .CSV file and stored on the device hard disk. Shared Contacts● Network contacts from a shared LDAP server ● Public addresses that are imported from a .CSV file and stored on the device hard disk Personal Contacts ●Personal addresses for the user who is currently signed in. These addresses can come from the Microsoft Exchange server, from address book entries at the device, or from a .CSV file if the username field matches the name of the user who is signed in. If a user is signed in at the device and adds a cont act to the e-mail address book, that contact is stored in the Personal Contacts for that user, and it is not available for other users. ENWW Configure device settings remotely 43
Obtain e-mail addresses from a shared LDAP server You can obtain addresses from a shared LDAP server so they are available to users who are signed in. These addresses are available when the user selects the All Contacts or Shared Contacts address book view. 1. Open the embedded Web server. See Open the embedded Web server on page 40. 2. Select the Digital Sending tab. 3. Select Address Book from the menu on the left side of the screen. 4. Select the Network Contacts Setup tab. 5. Click Find Servers to obtain a list of available LDAP server s. Select the LDAP server to use, and then click OK. TIP: If the LDAP server that you want to use is not in this list, contact the administrator for that server and obtain the network addr ess and the attribute codes to use. 6.In the Server Connection Settings area, select the appropriate authentication type for the LDAP server. Depending on the type of authentication, some of the other fields in this area might not be available because they are not re quired. Type the information for the required fields. Make sure to use the exact names that match th e settings for the LDAP server. You can secure the connection between the LD AP server and the device by using TLS/SSL. NOTE:For individual users who sign in using Windows credentials, you can select the option to use those credentials for the LDAP server authentication. The following table describes the types of authentication for the device to communicate with the LDAP server: Authentication typeDescription AnonymousThe server does not require user credentials to access the LDAP database. The option to use the MFP user credentials is unavailable. SimpleThe server requires user credentials to access the LDAP database, but the password is not encrypted when it is sent across the network. The username and password fields are enabled. Windows Negotiated (SPNEGO) The server requires user credentials to access the LDAP database, and it encrypts passwords and credentials that are sent across the network. The domain field and the option to use the MFP user credentials are enabled. 7. In the area for LDAP Database Search Settings , click Find to browse for the point to begin searching the database. 8. Select the appropriate source for attribute name s. These fields should be populated automatically. 9. In the Test for LDAP Retrieval area, you can test the LDAP retrieval by typing part of an attribute value, such as part of the recipients name, and then clicking Test. Use at least three characters. 44 Chapter 4 Configure device settings ENWW
Import e-mail addresses from a .CSV file You can import addresses from a comma-separated value (.CSV) file that is stored on the network. These addresses are stored on the device hard disk and are available when a user selects the Shared Contacts or the All Contacts address book view. If a contact is private for a particular user, that address is available in the users Personal Contacts when the user signs in. The following methods are available for importing e-mail addresses: ● Create an e-mail address .CSV file for this device. See Create an e-mail address .CSV file for this device on page 45 . ● Export a .CSV file from an older HP MFP device and import that file to this device. See Import e- mail address and fax speed-dial records from another device on page 47. Create an e-mail address .CSV file for this device The .CSV file that contains the address information ha s 12 required fields, and the fields must occur in a particular order. However, you do no t need to provide a value for each field. An easy way to create the .CSV file is to use a spreadsheet program such as Microsoft Excel. Create a spreadsheet that has 12 columns, and use one column for each required field. Include a column header row in the spreadsheet that has the exact names of th e required fields. The names are always in English. (These fields are listed in the next section.) Af ter you enter the data, save the file as type .CSV. You can also create the .CSV file in a text editor by typing the data for each field, and separating the entries with commas. If a field has no value, type a comma as a placeholder for the field. The first row in this file should contain the names of the require d fields. Save the file as type .CSV, and use UTF-8 encoding. Required fields The following fields are required, and they must occur in the order listed. Table 4-5 Required fields for the e-mail address .CSV file FieldDescription nameAlias name for the entry addressE-mail destination address. Th is field cannot be empty. faxnumberFax destination number lastnameUser’s last name firstnameUser’s first name phonenumberUser’s phone number organizationName of an organization unitName of a unit cityname of a city country/region name of a country/region ENWW Configure device settings remotely 45
FieldDescription usernameUsers sign-in name. This field cannot be empty. If the value is “MFP PUBLIC”, the record can be accessed or used by anyone who uses the dev ice. If the value is user’s sign-in name, the record is available only to that user. dlname Name of a distribution list to which this user belongs. This field can be empty if the record is for a standalone user who is not part of a distribution list . However, if the user is part of a distribution list, this field must contain a value. Example e-mail address .CSV records Following are two examples of valid records. ●Recipient 1 is a public entry because the value for the username field is “MFP PUBLIC”. This entry can be seen by anyone who uses the device. Reci pient 1 is not a member of a distribution list. ● Recipient 2 is a private entry for the person whose username is “cblack”. When cblack signs in, he or she can see the address-book entry for Recipient 2, but no other users can see it. Recipient 2 also belongs to a distribution list named “Project managers”. NOTE: These examples show how the data appears if you open the .CSV file with a text editor. Recipient 1 description ●name: Andrew.Smith ● address: [email protected] ● faxnumber: (empty) ● lastname: Smith ● firstname: Andrew ● phonenumber: (empty) ● organization: (empty) ● unit: (empty) ● city: (empty) ● country/region: (empty) ● username: MFP PUBLIC ● dlname: (empty) Recipient 2 description ● name: b.green ● address: [email protected] ● faxnumber: (empty) ● lastname: (empty) ● firstname: (empty) ● phonenumber: (empty) ● organization: (empty) ● unit: (empty) ● city: (empty) ● country/region: (empty) ● username: cblack ● dlname: Project managers Recipient 1 data in the .CSV file Andrew.Smith,[email protected],,Smith,Andrew,,,,,,MFP PUBLIC,, Recipient 2 data in the .CSV file b.green,[email protected],,,,,,,,,cblack,Project managers Table 4-5 Required fields for the e-ma il address .CSV file (continued) 46 Chapter 4 Configure device settings ENWW