Xerox WorkCentre 5755 Manual
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WorkCentre™ 5735/5740/5745/5755/5765/5775/5790 System Administrator Guide211 • Ensure Network Scanning is configured on your device. • To communicate with the Validation server via HTTPS, SSL must be enabled on the device. To A d d o r E d i t a Va l i d a t i o n S e r v e r At your Workstation: 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 [Services] link. 2. Click on the [Workflow Scanning] link. 3. Select [Validation Servers] in the directory tree. The Validation Servers page will allow you to configure the following settings: •Add - displays the [Add Validation Server] page, which allows you to configure a new validation server. •Edit - displays a page which allows you to edit the above settings for the selected server. •Delete - deletes the selected server. 4. In the Va l i d a t i o n S e r ve r s area, click on the [Add] button to add a new validation server, or select an existing validation server from the list and click on the [Edit] button to display the Add Validation Server page. 5. In the Server Information area: a. For Protocol, select from the drop-down menu the communication protocol for the Validation Server. b. Select the method you want to use to specify the Validation Server. Select either [IPv4 Address], [IPv6 Address] or [Host Name]. c. Enter the IP Address and Port or Hostname and Port of the Validation Server in the [IP Address: Port] or [Host Name: Port] field. Note:The default port number is 80 if you select HTTP for Protocol or 443 if you selected HTTPS for Protocol. d. In the [Path] field, enter the path on the server. Note:The format for a directory path for FTP is /directory/directory, while the format for a directory path for SMB is \directory\directory. e. Specify the time in seconds after which the server will time out in the [Response Timeout] field. The range is from 5 to 100. The default is 8. f. Click on the [Apply] button to save settings and return to the Validation Server page. To Delete a Validation Server from the list: 1. From the Validation Servers page, in the Va l i d a t i o n S e r ve r s area: a. Highlight the Validation Server and click on the [Delete] button. b. Click on the [OK] button when you see the confirmation message ‘Are you sure you want to delete the selected validation server?’.
WorkCentre™ 5735/5740/5745/5755/5765/5775/5790 System Administrator Guide 212 Scanning Web Service Use this page to examine the status of services required for Scanning Web Services. The following services must be enabled and/or configured for Scanning Web Services to be available: •HTTP (SSL) •Scan Template Management •Scan Extension At your Workstation: 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 [Services] link. 2. Click on the [Workflow Scanning] link. 3. Select [Scanning Web Services] in the directory tree. 4. In the Setup (Required) area, the following services will display the status of configuration: •HTTP (SSL) - displays the status of the HTTP (SSL) server. Click on the [Settings] button to review or change the HTTP Protocol Settings. For information on HTTP protocol settings, refer to the Enable Secure HTTP (SSL) on page 181. •Scan Template Management - displays the status of the Scan Template Management service. Click on the [Settings] button to enable or disable this HTTP Web Services. •Scan Extension - displays the status of the Scan Extension service (enabled or disabled). Click on the [Settings] button to enable or disable this HTTP Web Services. 5. For Scan Template Management and Scan Extension click on the [Settings] button to display the HTTP - Web Services page. c. Check or uncheck the [Enable] checkboxes for the individual services you want to enable or disable. d. Click on the [Save] button to accept the changes and return to the Scanning Web Services page. Configuring the Default Template The default template is created for the device, using Internet Services or SMARTsend software on the remote template pool server, and appears as DEFAULT in the list of templates on the device. The default template consists of configured scan settings and at least one network filing location. When the default template has been configured, all subsequent templates, created with Internet Services or SMARTsend software, inherit the settings. Users can modify these settings with any new templates they create. The default template settings, however, can only be changed by the System Administrator. The default template also cannot be deleted from either the local or remote template pool. 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 [Services] link. 2. Click on the [Workflow Scanning] link. 3. Select [Default Template] in the directory tree. The Default Template page displays.
WorkCentre™ 5735/5740/5745/5755/5765/5775/5790 System Administrator Guide213 4. In the Destination Services area, select the desired service by checking either the [Fax] or [File] (selected by default) checkbox. When selected, the service section will display on the page. Note:The Fa x service requires the Server Fax feature to be enabled on the device. File In the Default Template page, in the File area, a list of file repository destinations for your scan distribution templates is displayed. The available file destinations is determined by the File Repository Setup: • To specify an additional file destination (if one is available), click on the [Add] button. The File Destinations page will appear. • To change an existing file destination, highlight the file and click on the [Edit] button. The File Destinations page will appear. • To delete an existing file destination, highlight the file and click on the [Delete] button. Add 1. To add an additional file destination, in the File area, click on the [Add] button. 2. In the Add Destination to Template area, select one of the following: •Select from a Predefined List. •Enter a Scan Destination.
WorkCentre™ 5735/5740/5745/5755/5765/5775/5790 System Administrator Guide 214 •Enter a Server Fax Number. 3. Click on the [Save] button to return to the Default Template page. Edit 1. In the File area, select a file destination, and click on the [Edit] button. 2. In the Filing Destination area the following information displays: •File Destination - this displays the descriptive name for the file repository. •Protocol - displays the protocol (FTP, SMB, HTTP, HTTPS) used to communicate with the file repository. •IP Address and Port or Host Name and Port - will display the host or the IP address of the repository. •Login Name - displays the account name used to access the repository. If you select [Select from a Predefined List]:If you select [Enter a Scan Destination]: 1. From the File Destination drop-down menu, select the destination file repository by its descriptive name. 2.Protocol will display the protocol (FTP, SMB, HTTP, HTTPS) used to communicate with the file repository. 3.Host Name and Port or IP Address and Port will display the host or the IP address of the repository. 4. Enter details in the [Document Path] field. 5. Select from the [Filing Policy] drop-down menu one of the following: •Rename New File - this adds an incrementing numeric value to the file name. •Overwrite Existing File - this deletes the previous file. •Do Not Save - the new file is not saved. •Add Date to Name - the current date and time are appended to the file name. 6.Login Name displays the account name used to access the repository.1. Enter details in the [Friendly Name] field. 2. Select the protocol type used to communicate with the file repository from the [Protocol] drop-down menu. 3. Select either [IPv4], [IPv6] or [Host Name]. 4. Enter details for either [IP Address: Port] or [Host Name: Port]. 5. Enter details in the following fields, depending on the Protocol selected: •If you selected SMB, enter details in the [Share] field. •If you selected HTTP or HTTPS, enter details in the [Script path and filename (from HTTP root)] field. 6. Enter the file path to the repository in the [Document Path] field. 7. Select from the [Filing Policy] drop-down menu one of the following: •Rename New File - this adds an incrementing numeric value to the file name. •Overwrite Existing File - this deletes the previous file. •Do Not Save - the new file is not saved. •Add Date to Name - the current date and time are appended to the file name. 8. Select the type of login and access required for [Login Credentials to Access the Destination]. 9. Enter details in the [Login Name], [Password] and [Retype password] field.
WorkCentre™ 5735/5740/5745/5755/5765/5775/5790 System Administrator Guide215 •Document Path identifies the file path to the repository. a. In the [Add (Optional)] field, specify a subdirectory for all scanning through this template. b. Select from the [Filing Policy] drop-down menu one of the following: •Rename New File - this adds an incrementing numeric value to the file name. •Overwrite Existing File - this deletes the previous file. •Do Not Save - the new file is not saved. •Add Date to Name - the current date and time are appended to the file name. c. Click on the [Save] button to return to the Default Template page. Fa x From the Default Template page, in the Fa x area, a list of file repository destinations for your scan distribution templates is displayed. The available fax destinations are determined by the File Repository Setup. Note:This option will only be available if the Server Fax option is installed on the device and Fax was selected as a Destination Service. • To specify an additional fax destination (if one is available), click on the [Add] button. The Fax Recipients page will appear. • To change an existing fax destination, highlight the fax destination from the list and click on the [Edit] button. The Fax Recipients page will appear. • To delete an existing fax destination, highlight the fax destination and click on the [Delete] button. 1. In the Fa x area, To add an additional file destination click on the [Add] button or to edit an existing file destination highlight the fax destination from the list and click on the [Edit] button. The Fa x Re c i p i e n t s page will display. 2. In the Fa x Re c i p i e n t s area: a. In the [Add Fax Number] field, enter a fax number and click on the [Add] button. The new number will appear in the Fax Distribution List. b. The Fax Distribution List field will display the list of fax numbers in the distribution list. To delete a fax number, highlight the number and click on the [Delete] button. c. To edit a fax number, highlight the number in the Fax Distribution List field. The number will appear in the [Edit Fax Number] field. Make the necessary changes and click on the [Replace] button. 3. In the Delivery area, select one of the following: •Immediate - this option will start the fax delivery process as soon as it is ready for delivery. •Delayed Send - this option will queue the fax delivery at the specified time of day. a. If you select [Delayed Send], in the [Time] field, enter the specific delayed time to start the fax delivery process. 4. Click on the [Apply] button to return to the Default Template page. Document Management Fields (Optional) This area allows you to add data fields to the Default Template. These data fields can either provide information or collect data from the user for each workflow scan job. This information is filed with your
WorkCentre™ 5735/5740/5745/5755/5765/5775/5790 System Administrator Guide 216 scanned documents in the Job Log. The Job Log can then be accessed by third party software for various purposes. The following fields are available: • To add a new field, click on the [Add] button. This brings up the Add Document Management Field page. • To make changes to a field, highlight a Document Management from the list and click on the [Edit] button. This brings up the Add Document Management Field page. • To delete a field, highlight a Document Management from the list and click on the [Delete] button. At your Workstation: 1. From the Default Template page, in the Document Management Fields (Optional) area, to add an additional Document Management file, click on the [Add] button or to edit an existing file highlight the file from the list and click on the [Edit] button. The Add Document Management Field page will display. 2. In the Field Attributes area: a. Enter information in the [Field Name] field. This information entered assigns a name for the Document Management data that is to be associated with the scanned job. This value is not shown at the device user interface screen and is used by third party software to access the Document Management information. It can be up to 128 characters in length. This field cannot be left blank. b. For User Editable select one of the following method: •Editable - if you would like the user to be able to modify the value of this field. Enter a value in the [Field Label] field. The label should identify the purpose of this field to the user. •Not Editable - if the user can not change the Document Management Field's value. The user will not be presented with this Document Management Field at the device and the Default Value will be used. c. For [Default Value] field, enter details for this Document Management Field. The Default Value is optional if the user wants to edit the Document Management Field’s value. The Default Value is required if the user does not want to edit the Document Management Field’s value. d. If you selected Editable, you can check the following checkboxes: •Require User Input - to prompt the user to enter data for this Document Management field before scanning. This is done at the device. •Mask User Input (****) - selecting this will mask the user’s typing to protect privacy. This also enables the Record User Input to Job Log. Check the [Record User Input to Job Log] checkbox, to record all values entered by the user for this data field. Note:Validate Data Before Scanning options may also be available if there are validation servers configured for this device. 3. Click on the [Apply] button to return to the Default Template page.
WorkCentre™ 5735/5740/5745/5755/5765/5775/5790 System Administrator Guide217 Workflow Scanning The Workflow Scanning section displays the image type settings. To change the Workflow Scanning settings, click on the [Edit] button. This will display the Workflow Scanning page. 1. From the Default Template page, in the Workflow Scanning area: a. For 2-Sided Scanning, select one of the following: •1-Sided - the scan service will only scan one side of each page of the input document. •2- Sided - the scan service will scan both sides of each page of the input document. •2-Sided, Rotate Side 2 - the scan service will scan both sides of each page of the input document and shall apply a 180 degrees rotation to the second side image such that the orientation of all input images are the same. b. The Content Type feature provides a convenient way to optimize the quality of your scanned output images based on the content in your original documents. Each selection adjusts the printer settings to compensate for the predominant attributes of the content that is being scanned. Select one of the following: •Photo & Text - this is best for documents that contain a mix of photographic images and text. •Photo - this is best for documents that contain photographic images and little or no text. •Text - this is best for documents that contain mostly text. c. The Scan Presets feature provides a convenient way to optimize scan settings to match the intended purpose of the scanned document. Select one of the following options: •For Sharing & Printing - this setting is best for sharing files to be viewed on-screen and for printing most standard business documents. Using this setting will result in small file sizes and normal image quality. •Fo r O C R - this creates scanned images with clear, crisp lines and edges that provide the best OCR interpretation. •Fo r A r c h i va l Re c o rd - this setting is best for standard business documents that will be stored electronically for record keeping purposes. Using this setting will result in the smallest file sizes and normal image quality. •For High Quality Printing - this setting is best for business documents containing detailed graphics and photos. Using this setting will result in large file sizes and the highest image quality. •Simple Scan - this provides faster scan processing by decreasing the overall quality of the scanned images. 2. Click on the [Apply] button to return to the Default Template page. Advanced Settings The Advanced Settings feature allows the user to select the enhancement feature for the scanned document. 1. From the Default Template page, to change the Advanced Settings, click on the [Edit] button in the Advanced Settings area. The Advanced Settings page displays. 2. In the Advanced Settings area: a. For the Image Options, adjust the following options:
WorkCentre™ 5735/5740/5745/5755/5765/5775/5790 System Administrator Guide 218 •Lighten/Darken - use the controls (left and right arrow buttons) to adjust the overall brightness compared to the original. •Soften/Sharpen - use the controls (left and right arrow buttons) to adjust how much edge sharpening is used. b. For Image Enhancement, select the following options: •Contrast - select either [Auto Contrast] or [Manual Contrast]. If Manual Contrast is selected, use the controls (left and right arrow buttons) to adjust the contrast. •Background Suppression - this option prevents the reproduction of an unwanted background image, shading or bleed-through from the reverse side of the original. This will produce an output image with a mostly white background. Select either [No Suppression] or [Auto Suppression]. c. Use the [Resolution] drop-down menu to set the scan resolution. Changing the resolution affects the amount of detail reproduced on graphic images. The range is from 72 DPI to 600 DPI. d. For Build Job, check the [Enabled] checkbox to enable Build Job. e. For Quality/File Size, use the controls (left and right arrow buttons) to select the level of compression to use for scanned images. When compression is increased, the file size drops, but at the expense of image quality. The middle setting is ideal for most scanning purposes. 3. Click on the [Apply] button to return to the Default Template page. Layout Adjustment The Layout Adjustment feature allows the user to select the page layout characteristics of the scanned images. 1. To change the Layout Adjustment settings, From the Default Template page, in the Layout Adjustment area, click on the [Edit] button. This will display the Layout Adjustment page. 2. In the Layout Adjustment area: a.Original Orientation allows you to specify the format and placement of the originals when they are loaded on the document glass or document handler. This information is used to accurately display how the job will look when using page features such as Image Shift, Edge Erase, and Multiple Images. For [Original Orientation], select one of the following options: •Portrait Originals - this instructs the printer to orient all images in portrait mode. •Landscape Originals - this instructs the printer to orient all images in landscape mode. Note:If you are using the Document Glass, the orientation is as seen before turning it over on the Glass. b. For [Original Size], select one of the following options to specify the dimensions of the original scanned document: •Auto-Detect - the scan service will automatically detect the size of the input document. •Manual Size Input - allows you to identify the size of the input document from a pull- down menu. If the size you require is not listed, use the “Custom” option. •Mixed Size Originals - select if the originals are different sizes. c. The Edge Erase feature allows you to erase the spots, punch holes, noise, fold, crest, and staple marks that appear along any or all of the four edges of an input document. For [Edge Erase] select one of the following options:
WorkCentre™ 5735/5740/5745/5755/5765/5775/5790 System Administrator Guide219 •Border Erase > All Edges - this erases all four edges of an input document. Specify the width of the erased edges, in inches. •Edge Erase - this erases some edges of an input document. Specify the width of each erased edge (Top, Bottom, Left, Right), in inches. •Scan to Edge - this scans the entire document without losing any edge space. 3. Click on the [Apply] button to return to the Default Template page. Filing Options The Filing Options area displays the document name and the format type settings. 1. To change the Filing Options settings, from the Default Template, in the Filing Options area, click on the [Edit] button. This will display the Filing Options page. 2. In the Filing Options area: a. For [Document Name], enter name for the document. The default name is “DOC”. b. For File Format, select one of the following document format options: •TIFF (.TIF) - select this for Full Color, Grayscale or Black/White documents. This option saves each page of a multiple page document as an individual TIFF file. •Multi-Page TIFF (.TIF) - select this for Full Color, Grayscale or Black/White documents. This option saves the entire multi-page document as a single TIFF file. •PDF images (.PDF) - select this for Full Color, Grayscale or Black/White documents. This option is often used when increased document portability is desired. •PDF/A - this setting provides a mechanism for representing electronic documents in a manner that pre serves their visual appearance over time, independent of the tools and systems used for creating, storing or rending the files. •XPS images - select this for Full Color, Grayscale or Black/White documents. This option is often used when increased document portability is desired. Note:Some document formats result in multiple files that represent components such as the content, layout and attributes of an image. The file extensions for these documents may include .XSM, .DAT and .XST files. c. If you selected either PDF images, PDF/A or XPS images, then select the following option for Searchable Options: •Image Only - if the documents scanned are images. •Searchable - selected if the original document is composed of multiple languages then select the main language used within the document from the drop-down menu. 3. Click on the [Apply] button to accept the changes, and return to the Default Template page. Report Options The Report Options area displays the reporting options. 1. To change the reporting options setting, from the Default Template page, in the Report Options area, click on the [Edit] button. This will display the Report Options page. 2. In the Report Options area: a. For Confirmation Sheet, check the [Enabled] checkbox to allow a confirmation sheet to print at the end of each workflow job. The Confirmation Sheet specifies the success or failure of the Workflow Scanning job.
WorkCentre™ 5735/5740/5745/5755/5765/5775/5790 System Administrator Guide 220 b. For Job Log, check the [Enabled] checkbox to produce a job log for reporting purposes. The job log contains information about the scanned document. The Job Log can be accessed by third party software, and the Document Management Fields information retrieved and associated with the scanned files. 3. Click on the [Apply] button to accept the changes, and return to the Default Template page. Workflow Scanning Image Settings The Workflow Scanning Image Settings page allows you to create compressed image files for faster web viewing, and also to select Searchable options. Note:Searchable options are only available when the Searchable File Formats service is enabled. 1. To change settings for Workflow Scanning Image Settings, from the Default Template page, in the Workflow Scanning Image Settings area, click on the [Edit] button. 2. In the Fast Web Viewing Options area, select one of the following: •None •Linearized PDF - if you want single pages of a PDF to be displayed in a web browser before the entire file is downloaded. 3. In the Searchable XPS PDF and PDF/A Defaults area: a. For Searchable Options, select either [Image Only] if you do not want the device to perform a search on text in the file, or select [Searchable] to enable XPS, PDF, and PDF/A documents to be text searched. b. If Searchable is selected, then select one of the following: •Use Language Displayed on the Device User Interface - select this setting to search in the language selected on the printer's control panel. •Use this Language - select this option and select a language from the drop-down menu. c. For Text Compression Settings (PDF & PDF/A only), select either [Disabled] to disable text compression, or select [Enabled] to compress the resulting searchable files. 4. Click on the [Apply] button to accept the changes, and return to the Default Template page. Compression Capability The Compression Capability feature enables you to set the compression type you want to be enabled by default on the device. 1. To change settings for Compression Capability, from the Default Template page, in the Compression Capability area, click on the [Edit] button. 2. In the Compression Capability area, check the checkboxes to select the required compression: a.CCITT Group 4 (G4 MMR) - this provides lossless compression. This format is widely supported, but some document types may not compress significantly. b.JBIG2 - JBIG2 compression is usually used for text and halftone documents. It yields a very small black and white file size with fast viewing performance, but the initial scan performance is typically slower. This compression format requires Acrobat 5 with PDF version 1.4 or greater.