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Xerox WorkCentre 5740 User Manual

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    							Windows Vista
    WorkCentre™ 5735/5740/5745/5755/5765/5775/5790
    System Administrator Guide151
    9. In the Find Printers pop-up menu, enter the name of the printer you are trying find in the [Name] 
    field, and click on [Find now].
    Note:Ensure [Entire Directory] is selected from the In drop-down menu.
    10. Select your printer from the list and click on [OK].
    11. The status bar will display. In the [Type a printer name] window, check the [Set as the default 
    Printer] checkbox.
    12. Click on [Next].
    13. The You’ve successfully added... pop-up window will display. You can print a test page by clicking 
    on the [Print a test page].
    14. Click on [Finish].
    Create a New Print Queue
    • Ensure you have the Internet Services Print and Fax Drivers disc (delivered with your device).
    • The device must be configured with a valid IP Address, subnet mask and gateway address.
    • LPD (Line Printer Daemon) must be enabled on the device.
    Verify that LPR Port Monitor is Loaded
    1. Click on [Start], [Control Panel] and double-click on [Programs and Features].
    2. Double-click on [Windows Features].
    3. In the [Turn Windows Features on and off] window expand the [Print Services] menu.
    4. Click on [LPR Port Monitor] to enable the service.
    5. Click on [OK]. Your computer may need to restart.
    Add the Printer
    1. At your Workstation, click on [Start] then select [Control Panel]. 
    2. Click on the [Hardware and Sound] button, open the [Printers] folder.
    3. Click on [Add a Printer].
    4. Select [Add a network, wireless or Bluetooth printer].
    5. Click on [Next].
    6. The Select a printer screen will display, select [The printer that i want isn’t listed], and click on 
    [Next].
    7. In the Find a printer by name or TCP/IP Address screen, select [Find a printer in the directory, 
    based on location or feature], and click on [Next].
    8. In the Find Printers pop-up menu, enter the name of the printer you are trying find in the [Name] 
    field, and click on [Find now].
    Note:Ensure [Entire Directory] is selected from the In drop-down menu.
    9. Select your printer from the list and click on [OK].
    10. The status bar will display. In the [Type a printer name], check the [Set as the default Printer] 
    checkbox.
    11. Click on [Next].
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    System Administrator Guide 152
    12. The You’ve successfully added... pop-up window will display, you can print a test page by clicking 
    on the [Print a test page].
    13. Click on [Finish].
    Configure the Print Driver
    If your device has any installable options fitted then these should be set in the driver, for example, a 
    High Capacity Feeder or a Finisher.
    1. At your Workstation, click on [Start] then select [Control Panel]. 
    2. Click on [Hardware and Sound] button, open the [Printers] folder.
    3. Right click the appropriate printer icon and select [Properties].
    4. Click on the [Configuration] tab.
    5. Click on [Bi-Directional Setup]. Bi-directional communication automatically updates the Print 
    Driver with the printer's installed options. The driver Printing Preferences will report information 
    about the printer's operational status, active jobs, completed jobs and paper status. If you do not 
    want to configure Bi-directional Setup go to step 7.
    6. Click on [Automatic] to have the driver automatically configure the IP Address of the device or 
    click on [Manual] and enter the IP Address or host name of the device.
    If you want to change the default SNMP settings, click [SNMP Community Name] and enter the 
    required information.
    7. Click on [OK].
    8. Click on [Installable Options].
    9. If Bi-directional setup has not been enabled select the options that are installed on the device.
    10. Click on [OK].
    11. Click on [OK] to close the Properties box.
    12. Right click the printer within the Printers folder and select [Printing Preferences].
    13. Select any required default settings in the Print Driver.
    For further information on Configuring the Print Driver and Installation, refer to the Print Drivers Guide 
    for Windows CD.
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    							Apple Macintosh 10.X
    WorkCentre™ 5735/5740/5745/5755/5765/5775/5790
    System Administrator Guide153
    Apple Macintosh 10.X
    Information Checklist
    Before starting the procedure, ensure the following items are available or tasks have been performed:
    • Verify the AppleTalk settings have been configured properly on the device by printing a 
    Configuration Report.
    To print a Configuration Report, go to the Device
    a. Press the  button.
    b. Touch the [Machine Information] tab.
    c. Touch [Print Reports].
    d. Touch [Print Report].
    e. Touch [Close].
    The Configuration Report will print. On the Configuration Report, check under the AppleTalk 
    heading have been configured.
    • Locate the Internet Services Print and Fax Drivers disc. Review any README file contained with the 
    Print Driver.
    Install the Print Driver
    View the Configuration Report and note the Name given to the device under AppleTalk Settings.
    Instructions for 10.x (OS X)
    At the Macintosh Workstation
    1. Load the Internet Services Print and Fax Drivers CD-ROM into your CD drive.
    2. Open the CD and select the required language if necessary.
    3. Double-click to open the [Drivers] folder.
    4. Double-click to open the [Mac] folder.
    5. Double-click to open the folder containing the drivers for version 10.x.
    6. Double-click to open the [machine model.dmg].
    7. Double-click to open the [machine model.pkg] file to run the installer program.
    8. When the Welcome screen displays, click [Continue].
    9. Click on [Continue], then [Agree] to accept the Licence Agreement.
    10. Select the required disk (if necessary) where you want to install the printer. Click on [Continue].
    11. Click on [Install].
    12. Click on [Close], and restart the workstation.
    13. When the workstation has restarted, double click the hard drive icon.
    14. Double-click the [Applications] icon.
    15. Double-click the [Utilities] folder.
    16. Double-click the [Printer Setup Utility] icon.
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    							Apple Macintosh 10.X
    WorkCentre™ 5735/5740/5745/5755/5765/5775/5790
    System Administrator Guide 154
    17. Double-click the [Add] button to add a new printer or click the [Printers] menu and click on [Add 
    Printer].
    18. Select [IP Printing] from the top menu.
    19. Select [Internet Protocol Printing] or [LPD/LPR Printing] from the next menu.
    20. Enter the IP Address of the printer.
    21. Enter a name for the print queue. (You may leave this blank if you prefer).
    22. Select [Xerox] from the Printer Model list.
    23. Select your printer model from the Model Name list.
    24. Click on [Add]. The device will appear in the Printer List.
    25. Select the printer and click on the [Show Info] button.
    26. Click on [Installable Options].
    27. Select the options as installed on your device. If you want to use the Save Job for Reprint feature, 
    ensure Job Storage is set to [Installed].
    28. Click on [Apply Changes].
    29. Close the Printer Info box.
    30. Print a document to verify that the printer is installed correctly.
    View the Printer Utility on the Internet Services Print and Fax Services CD.
    For further information on Configuring the Print Driver and Installation, refer to the Print Drivers Guide 
    for Macintosh CD.
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    System Administrator Guide155
    7Authentication
    Authentication Overview
    This feature allows the user to be identified to the device, so that the device can then determine if the 
    user has access to the Device, Pathway, Services and/or its Features. It also enables the device to 
    identify the logged in user when various functions are performed, for example, sending an e-mail.
    Authentication can be enabled to prevent unauthorized use of installed device options and standard 
    features. For example, the System Administrator can configure the device to allow users to access 
    specific services such as Machine Status Pathway, Job Status Pathway and Service Pathway such as 
    Color Copy, Reprint Saved Jobs, Workflow Scanning, E-mail, Internet Fax and Fax.
    Authentication is used to verify that a user accessing the device is a valid user. The user’s 
    authentication details are verified either remotely by a network authentication server, locally by an 
    internal database on the device, or by a card reader or authentication solution with the Xerox Secure 
    Access feature.
    Users will be asked to provide a User Name and Password to be validated by the designated 
    authentication server. If this validation is successful, the options which were previously locked will be 
    available for individual use.
    There are four Authentication options:
    •Username / Password Validated Remotely on the Network - The System Administrator can 
    select one of these environments to provide network authentication:
    •Kerberos (Solaris)
    •Kerberos (Windows 2000/2003)
    •SMB (Windows NT/2000/2003).
    •LDAP (Lightweight Directory Access Protocol).
    •Username / Password Validated Locally on the Xerox Machine- The System Administrator 
    defines users with Username and Password, using a web browser, allowing users to authenticate 
    to the system and use restricted services.
    •Xerox Secure Access - For information on this type of authentication, refer to Xerox Secure Access 
    on page 331.
    •Smart Card- For information on this type of authentication, please refer to the Smart Card guide 
    supplied with your device.
    Administrators who choose to enable authentication locally are required to configure user accounts in 
    the Local User Information Database (Properties > Security > User Information Database > Setup), 
    refer to User Information Database on page 173.
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    Authorization Overview
    This feature works in conjunction with the Authentication feature to determine what an authenticated 
    user is allowed to do.
    When a user has been authenticated, the Authorization feature will validate the role of that user. 
    When remote authorization is selected, not only is the ‘User Role’ defined, but also the user can be 
    authorized for individual services and pathways.
    Authorized Users Roles Controlled by Authentication
    •System Administrator Access - Users who have full access to the device and the device settings.
    •Account Administrator Access - these users have access to the accounting settings.
    •User
    There are two options for Authorization:
    •Username / Password Validated Locally on the Xerox Machine - refers to the database included 
    on your device.
    •Username / Password Validated Remotely on the Network - refers to networked 
    server/databases that will provide authentication of user login details. Supported method is:
    • LDAP (Lightweight Directory Access Protocol).
    The administrator can specify the services and device pathways on a device that requires 
    authentication. Services can be locked and/or hidden so that unauthorized users cannot use or see 
    them. Pathways can be locked or unlocked.
    Authentication Configuration
    Network Authentication can be enabled to prevent unauthorized use of features and pathways (for 
    example Machine Status Pathway, Job Status Pathway and Service Pathway such as Color Copy, 
    Reprint Saved Jobs, Workflow Scanning, E-mail, Internet Fax and Fax).
    Users of the device will be asked to provide a User Name and Password to be validated by the 
    designated authentication server. If this validation is successful, the options which were previously 
    locked will be available for individual use (depending on the authorization settings).
    Information Checklist
    Before starting the procedure, ensure the following items are available or tasks have been performed:
    • Ensure the device is fully functional on the network.
    • Ensure that the TCP/IP and HTTP protocols are configured on the device and fully functional. This 
    is required to access Internet Services to configure Network Authentication. Internet Services 
    function is accessed through the embedded HTTP server on the device and allows System 
    Administrators to configure Authentication settings by using an Internet browser.
    • Ensure the Authentication Server to be used is functional on your network and refer to your 
    manufacturer's documentation for instructions to complete this task.
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    System Administrator Guide157
    Authentication Configuration (Network Authentication)
    Procedure (Initial Use)
    The first time you access the Authentication Configuration screen you will be asked to change the 
    System Administrator Password. The System Administrator password is used to access Tools at the 
    device user interface, and change settings via Internet Services.
    Use this screen to change the default System Administrator password before proceeding to any 
    authentication configuration settings.
    Note:To configure this feature or these settings access the Properties tab as a System 
    Administrator. For details, refer to Access Internet Services as System Administrator on page 24.
    1. From the Properties tab, click on the [Security] link.
    2. Click on the [Authentication] link and select [Setup] in the directory tree.
    3. The Device System Administrator Password page displays. In the User Name & Password area, 
    enter details in the [New Password] field.
    4. Retype the details in the [Retype New Password] field.
    5. Click on [Save]. The following steps will display.
    6. Click on the [Authentication] link and select [Setup] in the directory tree.
    7. The Xerox Access Setup page is displayed. In the Authentication, Authorization and 
    Personalization area click on the [Edit...] button.
    8. In the Authentication method on the machine's touch interface (Touch UI) area select [User 
    Name/Password Validated Remotely on the Network] from the drop-down menu.
    9. In the Authentication method on the machine's web user interface (Web UI) area select [User 
    Name/Password Validated Remotely on the Network] from the drop-down menu.
    10. In the Authorization information is stored area select [Remotely on the Network] from the 
    drop-down menu.
    11. In the Personalize the machine's touch interface area, check the checkbox to allow the From: 
    address to be automatically set to the logged in user's e-mail address, when they log in via Secure 
    Access and for the Scan-to Home home directory to be automatically set to that of the logged in 
    user.
    12. Click on the [Save] button to save the new settings and return to the Xerox Access Setup page.
    Procedure (Subsequent Use)
    The following steps are written as subsequent use, assuming that the initial Authentication 
    Configuration has previously been completed.
    Authentication Configuration for Kerberos (Solaris)
    Note:To configure this feature or these settings access the Properties tab as a System 
    Administrator. For details, refer to Access Internet Services as System Administrator on page 24.
    1. From the Properties tab, click on the [Security] link.
    2. Click on the [Authentication] link and select [Setup] in the directory tree.
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    3. The Xerox Access Setup page is displayed. In the Authentication, Authorization and 
    Personalization area click on the [Edit...] button.
    4. In the Authentication method on the machine's touch interface (Touch UI) area select [User 
    Name/Password Validated Remotely on the Network] from the drop-down menu and click on 
    the [Save] button to return to the Xerox Access Setup page.
    5. In the table displaying a list of related configuration setting pages, click the [Edit...] button on the 
    Authentication Servers row.
    6. In the Authentication Server page, select [Kerberos (Solaris)] from the Authentication Type 
    drop-down menu, and click on the [Add New] button.
    7. In the Server Information area:
    a. Enter details in the [Realm] field.
    b. Select either [IPv4 Address], [IPv6 Address] or [Host Name] button.
    c. If IPv4 or IPv6 Address is selected, enter details in the [IP Address: Port] and [Backup IP 
    Address: Port] field.
    d. If Host Name is selected, enter details in the [Host Name: Port] and [Backup Host Name: 
    Port] field.
    8. In the Optional Information area, if required, you can indicate which LDAP server should be used 
    to acquire authorization and personalization data when authenticating to the server.
    a. Click on the [Add LDAP Mapping] button, the LDAP page displays. To configure LDAP server, 
    click the [Edit] link or to add a new LDAP server click on the [Add New] button.
    b. The LDAP: Server page displays. For details on how to configure this option refer to LDAP on 
    page 115.
    c. When you have configured the feature, click on the [Save] button.
    d. Click on the [Add Mapping] button to return to the Add Authentication Server page.
    9. Click on the [Add Server] button to save the settings and return to the Authentication Server 
    page.
    10. Click on the [Save] button to return to the Xerox Access Setup page.
    11. To set Authentication to control access to individual Services, In the table displaying a list of 
    related configuration setting pages, click on the [Edit..] button for 
    Tools and Feature Access 
    (Lock/Unlock).
    a. On the Tools & Feature Access page, in the Presets area, select either [Open Access] to allow 
    all users access to all pathways and features or [Custom Access] and lock or unlock the 
    various pathways and features as required.
    12. Click [Save] to confirm the changes and return to the Xerox Access Setup page..
    13. Select [Logout] in the upper right corner of your screen if you are still logged in as Administrator, 
    and click on the [Logout] button.
    Authentication Configuration for Kerberos (Windows 2000/2003)
    Note:To configure this feature or these settings access the Properties tab as a System 
    Administrator. For details, refer to Access Internet Services as System Administrator on page 24.
    1. From the Properties tab, click on the [Security] link.
    2. Click on the [Authentication] link and select [Setup] in the directory tree.
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    3. The Xerox Access Setup page is displayed. In the Authentication, Authorization and 
    Personalization area click on the [Edit...] button.
    4. In the Authentication method on the machine's touch interface (Touch UI) area select [User 
    Name/Password Validated Remotely on the Network] from the drop-down menu and click on 
    the [Save] button to return to the Xerox Access Setup page.
    5. In the table displaying a list of related configuration setting pages, click the [Edit...] button on the 
    Authentication Servers row.
    6. In the Authentication Server page, select [Windows 2000/2003] from the Authentication Type 
    drop-down menu, and click on the [Add New] button.
    7. In the Server Information area:
    a. Enter details in the [Domain] field.
    b. Select either [IPv4 Address], [IPv6 Address] or [Host Name] button.
    c. If IPv4 or IPv6 Address is selected, enter details in the [IP Address: Port] and [Backup IP 
    Address: Port] field.
    d. If Host Name is selected, enter details in the [Host Name: Port] and [Backup Host Name: 
    Port] field.
    8. In the Optional Information area, if required, you can indicate which LDAP server should be used 
    to acquire authorization and personalization data when authenticating to the server.
    a. Click on the [Add LDAP Mapping] button, the LDAP page displays. To configure LDAP server, 
    click the [Edit] link or to add a new LDAP server click on the [Add New] button.
    b. The LDAP: Server page displays. For details on how to configure this option refer to LDAP on 
    page 115.
    c. When you have configured the feature, click on the [Save] button.
    d. Click on the [Add Mapping] button to return to the Add Authentication Server page.
    9. Click on the [Add Server] button to save the settings and return to the Authentication Server 
    page.
    10. Click on the [Save] button to return to the Xerox Access Setup page.
    11. To set Authentication to control access to individual Services, In the table displaying a list of 
    related configuration setting pages, click on the [Edit..] button for 
    Tools and Feature Access 
    (Lock/Unlock).
    12. On the Tools & Feature Access page, in the Presets area, select either [Open Access] to allow all 
    users access to all pathways and features or [Custom Access] and lock or unlock the various 
    pathways and features as required.
    13. Click [Save] to confirm the changes and return to the Xerox Access Setup page..
    14. Select [Logout] in the upper right corner of your screen if you are still logged in as Administrator, 
    and click on the [Logout] button.
    Authentication Configuration for SMB (Windows NT4) and SMB (Windows 
    2000/2003/2008)
    Note:To configure this feature or these settings access the Properties tab as a System 
    Administrator. For details, refer to Access Internet Services as System Administrator on page 24.
    1. From the Properties tab, click on the [Security] link.
    2. Click on the [Authentication] link and select [Setup] in the directory tree.
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    3. The Xerox Access Setup page is displayed. In the Authentication, Authorization and 
    Personalization area click on the [Edit...] button.
    4. In the Authentication method on the machine's touch interface (Touch UI) area select [User 
    Name/Password Validated Remotely on the Network] from the drop-down menu and click on 
    the [Save] button to return to the Xerox Access Setup page.
    5. In the table displaying a list of related configuration setting pages, click the [Edit...] button on the 
    Authentication Servers row.
    6. In the Authentication Server page, select [SMB (Windows 2000/2003)] or [SMB (Windows 
    NT4)] from the Authentication Type drop-down menu, and click on the [Add New] button.
    7. In the Configuration (Required)area:
    a. Enter details in the [Domain] field.
    b. Check the Optional Information checkbox.
    c. Select either the [IPv4 Address] or [Host Name] radio button.
    d. If IPv4 is selected, enter details in the [IP Address: Port] field.
    e. If Host Name is selected, enter details in the [Host Name: Port] field.
    8. Click on the [Add Server] button to save the settings and return to the Authentication Server 
    page.
    9. Click on the [Save] button to return to the Xerox Access Setup page.
    10. To set Authentication to control access to individual Services, In the table displaying a list of 
    related configuration setting pages, click on the [Edit..] button for Tools and Feature Access 
    (Lock/Unlock).
    a. On the Tools & Feature Access page, in the Presets area, select either [Open Access] to allow 
    all users access to all pathways and features or [Custom Access] and lock or unlock the 
    various pathways and features as required.
    11. Click [Save] to confirm the changes and return to the Xerox Access Setup page.
    12. Select [Logout] in the upper right corner of your screen if you are still logged in as Administrator, 
    and click on the [Logout] button.
    Authentication Configuration for LDAP/LDAPS
    Note:To configure this feature or these settings access the Properties tab as a System 
    Administrator. For details, refer to Access Internet Services as System Administrator on page 24.
    1. From the Properties tab, click on the [Security] link.
    2. Click on the [Authentication] link and select [Setup] in the directory tree.
    3. The Xerox Access Setup page is displayed. In the Authentication, Authorization and 
    Personalization area click on the [Edit...] button.
    4. In the Authentication method on the machine's touch interface (Touch UI) area select [User 
    Name/Password Validated Remotely on the Network] from the drop-down menu and click on 
    the [Save] button to return to the Xerox Access Setup page.
    Note:LDAP can also simply be used as an Information (Personalization) server, supplying 
    information to other Authentication servers being used on the network.
    5. In the Current Configuration area, click on the [Configure]/[Edit] button for Authentication 
    Server.
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