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Xerox WorkCentre 5755 Manual

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    							WorkCentre™ 5735/5740/5745/5755/5765/5775/5790
    System Administrator Guide231
    •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 drop-
    down menu. If the size you require is not listed, select [Custom]. 
    •Mixed Size Originals - select this 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:
    •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 Settings screen.
    Filing Options
    The Filing Options area displays the document name and the format type settings.
    1. 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 - 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 return to the Settings screen. 
    						
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    Report Options
    The Report Options area displays the reporting options.
    1. 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.
    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 return to the Settings screen.
    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. In the Workflow Scanning Image Settings area, click on the [Edit] button to display the 
    Workflow Scanning Image Settings screen.
    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 (Flate Compression] to compress the resulting searchable 
    files.
    4. Click on the [Apply] button to return to the Settings screen.
    Compression Capability
    The Compression Capability feature allows you to set compression type you want to be enabled by 
    default on the device.
    1. In the Compression Capability area, click on the [Edit] button to display the Compression 
    Capability screen. 
    						
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    2. In the Compression Capability area, check the checkboxes to select the required compression:
    a.CCITT Group 4 (G4 MMR) - this provides loss less 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
    c.Flate Compression - Flate compression works well on bi-level or color images, or with general 
    data. It is a loss less compression format that combines LZ77 and adaptive Huffman 
    encoding (RFC 1951). When used for PDF documents, Flate compression is applied after JPEG 
    compression. It is also used in place of G3 compression for monochrome PDF images in Photo 
    and Magazine mode.
    d.MRC Compression - Mixed Raster Content (MRC) encoding extracts image components into 
    layers and compresses each layer according to its content characteristics. MRC encoding can 
    modify images causing image quality artifacts by the extraction and compression process.
    The MRC Compression settings allows you to customize the compression that will be applied 
    to images that contain both text and images. Text and image parts are compressed 
    separately using the best type of compression for each part.
    e. If you enable MRC Compression. The MRC Compression Format options will display. Select 
    either [Multi-Mask Compression] or [3-Layer Compression].
    f.Text Compression > JBIG2 option will also display when you enable MRC Compression. 
    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.
    The following options can be selected:
    •Enable Arithmetic Encoding
    •Enable Huffman Encoding
    g.Image Compression > Flate Compression option will also display when you enable MRC 
    Compression.
    Flate compression works well on bi-level or color images, or with general data. It is a loss less 
    compression format that combines LZ77 and adaptive Huffman encoding (RFC 1951). When 
    used for PDF documents, Flate compression is applied after JPEG compression. It is also used 
    in place of G3 compression for monochrome PDF images in Photo and Magazine mode.
    Check the [Enable] checkbox to enable Image Compression.
    3. Click on the [Apply] button to return to the Settings screen.
    Configure Scan to Mailbox
    Storage Capacity
    To view the information on the amount of hard drive space being consumed by files in Mailboxes:
    At your Workstation:
    Note:To view this information 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. 
    						
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    2. Click on the [Scan to Mailbox] link.
    3. Select [Capacity] in the directory tree to display the Capacity page.
    4. In the Capacity area, the following information displays:
    •Capacity - the total amount of space available on the device for document storage.
    •Used - the amount of storage capacity currently used.
    •Available - the amount of storage available for document storage.
    •Percentage Used - the amount of storage, in percentage, currently used.
    Files
    This feature allows the System Administrator to perform maintenance on the Scan to Mailbox files that 
    reside on the device. 
    There are two maintenance options on the Files page: 
    •Immediate Cleanup of All Folder Files
    • Schedule Cleanup of Folder Files
    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 [Scan to Mailbox] link.
    3. Select [Files] in the directory tree.
    The Files page allows administrators to delete files stored in Scan to Mailbox folders.
    4. If you want to delete files immediately:
    a. In the Immediate Cleanup of All folder Files area, there are two options. Select one of the 
    following option:
    •Delete all files now - select this option to indicate that you want to delete all Scan to 
    Mailbox files in all folders immediately.
    •Delete all files older than - select this option to have files older than a certain time or 
    date deleted.
    b. If you select [Delete all files older than], enter a number in the field and select either [Day] 
    or [hours] from the drop-down menu to indicate the time period desired.
    c. Click on the [Delete Files] button to perform the deletion.
    5. To schedule files to be deleted regularly:
    a. In the Schedule Cleanup of Folder Files area, check the following option checkboxes:
    •Delete all Default Public Folder files older than - select this option to have all files in 
    the Default Public Folder older than a certain time or date scheduled for deletion.
    •Delete all Created Folder files older than - select this option to have all Created Folder 
    files older than a certain time or date scheduled for deletion.
    b. Enter a number in the field and select either [Day] or [hours] from the drop-down menu to 
    indicate the time period desired.
    c. For Cleanup Time, select one of the following option: 
    						
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    •Daily - select this option to have cleanup occur daily. Type the hour and minute to 
    indicate when the cleanup will begin.
    •Hourly (top of hour) - select this option to trigger scheduled hourly maintenance. Note 
    that this cleanup will occur every hour at the top of the hour.
    d. Click on the [Apply] button.
    e. Click on the [OK] button when you see the message “Properties have been successfully 
    modified”.
    Fo l d e r s
    This feature allows the System Administrator to perform maintenance on the created Scan to Mailbox 
    folders that resides in the device. The System Administrator can change folder passwords, delete 
    folders or delete scanned images within folders.
    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 [Scan to Mailbox] link.
    3. Select [Folders] in the directory tree.
    4. In the Created Folder Operations area:
    a. From the [Select a Created Folder] drop-down menu, select the required folder.
    b. To change the Folder password, enter new password in the [Change Folder Password] field 
    and into the [Confirm Folder Password] field.
    c. Click on the [Saved Password] button.
    d. Click on the [OK] button when you see the message “Properties have been successfully 
    modified”.
    5. To permanently remove all files within the selected folder:
    a. Click on the [Delete Files] button.
    b. Click on the [OK] button when you see the message “Are you sure you want to delete all the 
    files in the folder?”.
    6. To permanently remove the folder and all the files contained in the folder:
    a. Click on the [Delete Folder] button.
    b. Click on the [OK] button when you see the message “Are you sure you want to delete this 
    folder?”.
    Scan Policies
    This feature allows the System Administrator to set the scanning policies for the Scan to Mailbox 
    feature on the device. 
    						
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    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 [Scan to Mailbox] link.
    3. Select [Scan Policies] in the directory tree.
    4. In the Scan Policies area, check the required checkboxes:
    •Allow scanning to Default Public Folder - allows users to scan to the default Scan to Mailbox 
    folder.
    Note:If this option is not selected, then users can only scan to their own personally created 
    folders.
    •Require per job password for public folders - ensure users are required to enter a password 
    at the device each time they scan to a public folder.
    •Allow additional folders to be created - allow users to create new folders.
    •Require password when creating additional folders - to create Private Folders, which require 
    users to enter a password when they create a new folder.
    •Prompt for password when scanning to private folder - ensure users enter a password at the 
    device each time they scan to a Private Folder.
    This is useful if you wish to create a private folder where users can save scans to a folder but 
    you do not want them to see any files that have been saved there.
    •Allow access to job log data file - to be able to print the job log for specific scanned 
    documents. The job log contains information about the scanned document. Third party 
    applications can be used to search, file and distribute jobs based on their job log information. 
    The job log can only be accessed for PDF or Multi-Page Tiff images.
    5. Click on the [Apply] button.
    6. Click on the [OK] button when you see the message “Properties have been successfully 
    modified”.
    Note:To see individual Mailboxes, click on the [Scan] tab on Internet Services. To scan to these 
    mailboxes, refer to the User Guides.
    Use Scan to Mailbox
    At the Device:
    1. Press the  button.
    1. Touch the [Workflow Scanning] icon.
    2. Touch your mailbox folder template in the Te m p l a t e  D e s t i n a t i o n s list.
    3. In the Document Management screen:
    a. Touch the [Enter Password for Folder] from the list. 
    b. Enter your mailbox folder password.
    c. Touch [Done] and touch [Save].
    4. Touch the [Filing Options] tab.
    5. Touch [File Format]. 
    						
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    6. Select the required file format. PDF, PDF/A, XPS, Multi-Page TIFF, TIFF, or JPEG are supported.
    7. Touch [Save].
    8. Place a document on the device and press the green start button.
    At your Workstation:
    1. Open the web browser and enter the IP Address of the device in the Address bar, and press 
    [Enter].
    2. Click on the [Scan] tab
    3. In the Display area, select [Mailboxes].
    4. In the Scan to Mailboxes area, select your mailbox folder.
    5. If prompted, enter your mailbox folder password in the [Folder Password] field and click on the 
    [OK] button.
    6. The scanned image will appear in the Folder Contents area. If it does not, click on the [Update 
    View] button.
    7. If you selected to create a PDF or Multi-Page TIFF image, select the required option from the 
    [Action] drop-down menu:
    a. To save a copy of the image to your workstation, select [Download] and click on the [Go] 
    button. 
    • To view the file, click on the [Open] button.
    • To save the file, click on the [Save] button, select a location on your workstation and click 
    on the [Save] button.
    b. To print the image at the device, select [Reprint] from the drop-down menu and click on [Go].
    c. To delete the image select [Delete] from the drop-down menu and click on [Go].
    d. If you selected job log on the Scan Policies screen you will see a [Job Log] option in the drop-
    down menu. Select option and click on the [Go] button.
    • To view the job log, click on the [Open] button.
    • To save the job log, click on the [Save] button, select a location on your workstation and 
    click on the [Save] button.
    e. If you selected to create a Single-Page TIFF image, select [Open] from the [Action] menu 
    and click on [Go].
    8. To remove all files from your mailbox, click on the [Delete All] button.
    9. To change your mailbox folder password or to remove your mailbox folder, click on the [Modify 
    Fo l d e r ]  button.
    a. In the Folder Operations area, enter your new password in the [Change Folder Password] 
    and [Confirm Folder Password] areas.
    b. Click on the 
    [Save Password] button.
    c. Click on the [OK] button when you see the message “Properties have been successfully 
    modified”.
    d. To remove your mailbox folder, click on the [Delete Folder] button.
    e. Click on the [OK] button when you see the message “Are you sure you want to delete this 
    folder?”. 
    						
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    11Scan to Home
    Scan to Home lets users scan documents that are saved to a “home directory” on an external server. 
    The home directory is distinct for each logged-in user. This is established either through LDAP or by 
    setting a network path to the external server. 
    The Scan to Home feature is supported through the Workflow Scanning service. Essentially, it is a 
    template file (.xst) stored locally on the device, but in a different directory to the Workflow scanning 
    templates or mailbox folders.
    Users access the Scan to Home template by pressing the [Workflow Scanning] icon on the Services 
    Home screen of the user interface. The device queries LDAP to acquire the authenticated user’s home 
    directory, or appends the authenticated user’s login name to a predefined network home path.
    Information Checklist
    Before starting the procedure, ensure the following items are available or tasks have been performed:
    • Ensure the device is fully functioning on the network prior to installation.
    • 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 Workflow Scanning. The Internet Services 
    function is accessed through the embedded HTTP server on the device and allows System 
    Administrators to configure scan settings using an Internet browser.
    • Workflow Scanning must be enabled on the Xerox device.
    • Network Authentication must be configured on the Xerox device. The Authentication server and 
    the server used to file scanned images must belong to same domain.
    Additional Requirements for Scan to Home via LDAP Query
    • A Windows 2000/2003 server with Active Directory Services (ADS) must be configured with LDAP 
    Services and available on the network.
    • The LDAP server information must be configured on the Xerox device.
    • The user's Home Folder Location must be set on the ADS server. To verify the Home Folder 
    Location, at the ADS server, go to [Administrator Tools] and then [Active Directory Users and 
    Computers]. Select a user and select [Properties] and then [Profile]. Ensure the user's Home 
    Folder Location is set. This will need to be set for each user who wants to use Scan to Home via 
    LDAP Query.
    Additional Requirements for Scan to Home with no LDAP Query
    • Create a folder on your network where scans are to be filed. Share the folder and ensure users 
    have Read and Write access. 
    						
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    Enable and Configure Scan to Home
    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 [Scan to Home] link.
    3. Select [General] in the directory tree to display the Scan to Home page.
    4. In the Setup area:
    a. for Status, check the [Enabled] checkbox.
    b. If a friendly (descriptive) name has been assigned for the external server, enter the name in 
    the [Friendly Name] field. Type in a name of up to 127 characters for the template that will 
    appear in Destination Details field on the device’s user interface.
    c. If you want to change the default name of the Scan to Home template, enter the required 
    name in the [Template Name] field. The default Scan to Home template is @S2HOME.
    Note:If you change the default template name it is recommended that you enter a name that is 
    easy to identify as the Scan to Home template, and enter a Friendly Name as mentioned in step 
    8b. This will ensure users can identify the Scan to Home template. Templates with the same name 
    can be created on the device by the Workflow Scanning, Scan to Mailbox and Scan to Home 
    fea t ure s.
    5. For Determine Home Directory, select either [LDAP Query] or [No LDAP Query] to define the 
    method that the device will use to find the user's home directory.
    6. If you select LDAP Query:
    a. The device will use the login supplied by the user to determine the home directory on the 
    external server.
    Also when LDAP Query is selected, the LDAP Mapping for Home Directory will display the 
    default or retrieved (via LDAP query) home directory on the external server. By default, this is 
    “homeDirectory”.
    b. Verify the LDAP mapping for Home Directory is correct. To test it, click the [LDAP Mapping for 
    Home Directory] link. This will display the LDAP - User Mappings page.
    c. In the LDAP - User Mappings page, in the [Server Information] area, check that the LDAP 
    Server is set correctly for your environment.
    7. If you select No LDAP Query, you will need a method to distinguish individual ownership of job 
    scans. To do this, select either Append “User Name” to Path, or Automatically Create “User 
    Name” directory if one does not exist.
    a. Enter the path to a location on your network where scans are to be stored in the [Network 
    Home Path] area. The format should be: 
    \\servername\foldername.
    8. Check the [Automatically Create Subdirectory] checkbox to have the output of scan jobs placed 
    in separate subdirectories in the Network Home Path. 
    a. In the [Subdirectory] field, enter the name of a subdirectory that will be automatically 
    created on the external server when the Scan to Home feature is used. This allows all scanned 
    pages to be stored in this specified directory, making it easier for users to locate them.
    9. Check the [Append “User Name” to Path] checkbox to have the name or ID that was used to log 
    into the printer added to the end of the external server directory path where the scanned pages  
    						
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