Xerox WorkCentre 5755 Manual

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System Administrator Guide311
18Custom Services
Validation Options
The Validation Options feature is used with the Workflow Scanning Validation Server and the Network 
Authentication features.
When a user enters their metadata information at the user interface, the metadata is passed to the 
validation server to be verified. When Validation Options is enabled, the user’s ID is also passed with 
the validation request to the Validation Server. The user ID is recorded when the user enters their 
network authentication account details at the user interface.
Enable Validation Options
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 [Custom Services] link.
3. Select [Validation Options] in the directory tree.
4. To have the user name sent with the validation request if the user is authenticated at the device 
user interface, check the [Include User Name with validation request] checkbox.
5. Click on the [Apply] button.
6. Click on the [OK] button when you see the message “Properties have been successfully 
modified”. 
						

							Validation Options
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19Extensible Services 
Setup
Xerox Extensible Interface Platform (EIP) is a software platform inside many Xerox MFPs that allows 
independent software vendors and developers to create personalized and customized document 
management solutions that you can access directly from the MFP touch screen. 
For example, an organization could customize the device to help manage client forms. By touching an 
icon on the display, a office worker could access the organization’s web based document management 
system and browse a list of client forms. 
Users can quickly scan and capture paper documents, preview thumbnails, and add them to frequently 
used document storage locations. 
The following Xerox Partner solutions use the Xerox Extensible Interface Platform: 
•Xerox Secure Access Unified ID System: Secure Access integrates with your personalized ID 
badge. This convenient security solution allows people to simply swipe their ID badge at the 
device to unlock access to features that can be tracked for accounting and regulatory 
requirements. Secure Access is also the key to the personalized experience at the device. 
•Xerox Scan to PC: This solution bridges the gap between documents, PDFs and paper, helping you 
to personalize your Xerox workflow scanning and PDF workflow. It also gives you the ability to 
customize, directly from your desktop, the scanning menus available to you on your Xerox EIP 
enabled device. This makes it easy to securely scan from the device to specific folders on your 
workstation.
Additional resources may be required on the device depending on the solution. 
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.
• Ensure SSL is enabled on the device. For further information refer to Security Certificate 
Management on page 179. 
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 [General Setup] link.
2. Select [Custom Service Setup] in the directory tree. 
						

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3. In the Setup (Required) area, for Custom Service Registration, click on the [Configure] button to 
display the HTTP: Web Services screen.
a. In the Remote System Management area, check the following checkboxes to enable EIP:
•Custom Service Registration - this feature enables the Xerox EIP.
•Device Configuration - this feature allows the EIP application or other remote 
application to retrieve printer configuration information such as the control panel 
display dimensions and software version numbers.
b. In the Scan Services area, check the following required checkboxes:
•Scan Template Management - this feature enables web services needed for Scanning 
Web Services, a feature under Workflow Scanning. this feature lets you manage scan 
templates residing in the device through third party applications.
•Scan Extension - this feature allows a scan to be initiated from an EIP application.
c. In the Security area, check the following required checkboxes:
•Xerox Secure Access - this feature is one of the authentication options available to 
restrict access to printer services and features.
•Session Data - this feature allows an EIP application to access user session information.
d. Click on the [Save] button to return to the Custom Service Setup screen.
e. Click on the [OK] button when you see the message “Properties have been successfully 
modified”.
4. In the Enable Custom Services area:
a. Check the [Export password to Custom Services] checkbox to send passwords to Extensible 
services.
b. In the Browser Settings area, check the following checkboxes:
•Enable the Custom Services Browser - check to enable the Extensible Services browser.
•Verify Server Certificates - this feature is optional. Leave unchecked unless Extensible 
Services require a Valid Server Certificate signed by a Trusted Certificate Authority.
c. Click on the [Apply] button.
d. Click on the [OK] button when you see the message “Properties have been successfully 
modified”.
At the Device:
1. Press the  button. 
2. Touch the [EIP Application] icon that you registered. Your XEIP workflow is accessible from the 
new icon. 
						

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20WSD (Web Services for 
Devices)
WSD (Web Services for Devices) provides a way for clients to discover the device and the services the 
device offers. It is based on Devices Profile for Web Services (DPWS).
When a device is discovered, a client can retrieve a description of services hosted on that device and 
use those services. WSD allows a client to:
• Send messages to and from a web service.
• Dynamically discover a web service.
• Obtain a description of a web service.
• Subscribe to, and receive events from a web service.
Vista (only) operating system provides a WSD client to connect with printing and scanning peripherals 
that offer the WSD interface.
Enable WSD (Web Services for Devices)
Note:WSD Services are not related to the HTTP Web Services (accessed by selecting Properties > 
Connectivity > Protocols > HTTP > Web Services tab).
At your Workstation:
Note:To configure this feature or setting 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 [Connectivity] link.
2. Click on the [Protocol] link.
3. Click on the [WSD (Web Services for Devices] in the directory tree.
4. In the WSD Services area, check the [Enabled] checkbox to enable the services.
5. Click on the [Apply] button.
6. Click on the [OK] button when you see the message “Properties have been successfully 
modified”. 
						

							Enable WSD (Web Services for Devices)
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21Xerox Standard 
Accounting
When enabled, XSA (Xerox Standard Accounting) tracks the numbers of Copy, Print, Fax, and Network 
Scan jobs (when these features are enabled on the device), for each user. Usage limits can also be 
applied to users to restrict the total numbers of Copy, Print, Fax, and Network Scan jobs that a user can 
perform. Administrators can print a report which contains all XSA data.
XSA is set up through Internet Services, the device's HTTP pages displayed on your web browser. 
Administrators must create accounts and specify limits before users are authorized to access the 
device.
When XSA is set up, users must enter their account details at the device to use the device. When they 
have finished their job, their XSA allocation is reduced by the number of prints, copies or scans 
performed. When XSA is enabled, users must enter their account details in the Print Driver to print 
documents from their workstations.
The XSA feature and any other accounting features are mutually exclusive. If XSA is enabled at the 
device, you cannot enable Foreign Device Interface or Network Accounting.
Each device supports a maximum of:
• 2500 unique XSA user IDs
• 500 General Accounts
• 500 Group Accounts.
All user IDs must be assigned to one or more group accounts.
Note:The XSA settings and account data are stored in the device. It is strongly recommended 
that you back-up the settings and data regularly using the Cloning procedure available through 
the Internet Services screens. Should the device lose your XSA data and settings you can restore 
them from the backup file that you produced by the Cloning process.
Information Checklist
Before starting the procedure, ensure the following items are available or tasks have been performed:
• Ensure that your device is configured on the network.
• Ensure that the TCP/IP and HTTP protocols are configured on the device and fully functional. 
						

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Enable Xerox Standard Accounting
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 [Accounting] link.
2. Click on the [Xerox Standard Accounting] link.
3. Select [Enablement] from the directory tree.
4. In the Enablement area, select [Enable - Xerox Standard Accounting].
Note:Selecting [Disabled] will allow any users to access the services on the device.
5. Click on the [Apply] button.
6. A sub-menu will display. Select either [Enabled] or [Disabled] for the services for Xerox Standard 
Accounting to track and prompt.
7. Click on the [Apply] button.
8. Click on the [OK] button when you see the message “Properties have been successfully 
modified”.
At the Device:
Note:To configure this feature or these settings access the Tools pathway as a System 
Administrator. For details, refer to Access Tools Pathway as a System Administrator on page 18.
1. From the To o l s pathway, touch [Accounting Settings].
2. Touch [Authentication].
3. In the Authentication Mode screen, for Xerox Standard Accounting, select [On].
4. Touch [Save] to return to the To o l s pathway.
5. Press the  button.
6. Touch [Logout] to exit the Tools pathway.
To Add New User
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 [Accounting] link.
2. Click on the [Xerox Standard Accounting] link.
3. Select [Users] from the directory tree.
4. The Users screen displays. In the Users area click on [Add New User].
5. The Add New User screen displays. In the User area enter details in the [User ID] and [User 
Name] field.
6. In the Usage Limits area, specify the usage limit in the [User Limits] fields.
7. Click on the [Apply] button.
Information on the user’s access is available in the Access Rights area. 
						

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8. In the Access Rights area, select the necessary account group you want the new user to be a part 
of by clicking the [Edit] button.
a. Check the [Access] checkbox.
b. Click on [Save].
To Create a General Account
The XSA feature allows administrators to create both Group and General Accounts. Users must be a 
member of at least one Group Account. However, the creation of General Accounts is optional. General 
Accounts can be created to identify a subset of a group or project that a user is involved in. The XSA 
Report specifies the numbers of documents produced per group.
Account example
In the example below, the administrator creates a Group Account called Finance Department and two 
General Accounts called Company A Project and Company B Project. The administrator adds the user 
Jane Smith to each account.
Jane can now record any impressions that she makes at the device to a particular account.
At the device, Jane enters her user ID and selects Company A Project. The number of impressions is 
recorded specifically to the Company A Project.
The administrator can print an XSA Report which lists the numbers of impressions recorded for each 
user, Group and General Account.
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 [Accounting] link.
2. Click on the [Xerox Standard Accounting] link.
3. Select [Accounts] in the directory tree.
4. Select [General Accounts] tab to create a new General Account.
5. In the Add New General Accounts area:
a. Enter an ID in the [Account ID] field for the new group account (for example 001). The 
Group Account can be numeric values up to a maximum of 12 digits. Group Account ID's 
must be unique.
b. Enter a name for the group account in the [Account Name] field (for example Xerox). The 
group name can be alphanumeric characters to a maximum of 32 characters. The Group 
Account name must be unique.
c. Click on the [Add Account] button, and click on the [OK] button to confirm the account has 
been added to the list.
The account will appear in the General Accounts list. Continue on to the next steps to create 
a new user.
d. To add a user to an account group, click on the [Manage] link in the General Accounts area.
e. In the Account area, make any relevant changes. 
						

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f. In the User Access area, check the checkboxes for the users to have access to.
g. Click on the [Save Changes] button. The user appears as a member of the Group and General 
accounts.
h. Click on the [View Usage] link in the General Accounts area.
i. In the Usage area, the System Administrator can view the user usage limits and access rights 
for this account. Usage limits can be specified for:
•Black Printed Impressions - displays the number of documents that has been printed by 
a user, from their workstation via the Print Driver.
•Black Copied Impressions - displays the number of copies that has been produced by 
the user via the Copy feature on the device.
•Scanned Images - displays the maximum number of scanned images that has been 
accounted for by the user.
•Faxed Images - displays the maximum number of sent and Black Faxed Impressions 
that has been accounted for by the user.
Click on the [Reset] button to reset the corresponding usage counter. Or click on the [Reset All] 
button reset all corresponding usage counter.
Note:Usage information will only be displayed for those options that are enabled and supported 
on the device.
6. Click on the [Close] button.
To Create a Group Account
All Login IDs must be assigned to one or more Group Accounts. If a user is a member of more than one 
Group Account or General Account, they will be asked to select an account associated with their Login 
ID. 
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 [Accounting] link.
2. Click on the [Xerox Standard Accounting] link.
3. Select [Accounts] from the directory tree to display the Group Accounts page.
4. In the Group Accounts area:
a. Enter an ID in the [Account ID] field for the new group account (for example 001). The 
Group Account can be numeric values up to a maximum of 12 digits. Group Account ID's 
must be unique.
b. Enter a name for the group account in the [Account Name] field (for example Xerox). The 
group name can be alphanumeric characters to a maximum of 32 characters. The Group 
Account name must be unique.
c. Click on the [Add Account] button, and click on the [OK] button to confirm the account has 
been added to the list.
The account will appear in the Group Accounts list. Continue on to the next steps to create a 
new user.
Note:This page is also accessed from the Limits & Access page.