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Xerox WorkCentre 5755 Manual

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    							WorkCentre™ 5735/5740/5745/5755/5765/5775/5790
    System Administrator Guide321
    5. To add a user to this account group, click on the [Manage] link for the account group.
    a. In the [Account] area, make any relevant changes.
    b. In the [User Access] area, check the checkboxes for the users you want to add to the 
    Account.
    c. Click on the [Save Changes] button to return to the Group Accounts screen.
    6. To view usage of the group account, click on the [View Usage] link for that group. 
    a. 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.
    b. you can reset the usage total, click on the [Reset] button.
    c. Click on the [Close] button.
    Generate Report and Reset User Limits
    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 [Report and Reset] from the directory tree. The Report and Rest page displays.
    4. To generate a Report, in the Generate Report area:
    a. Click on the [Generate Report] button. This will generate a report in .CSV format.
    b. When the page refreshes, to save the report, right-click on the [Right-click to download] link 
    and select [Save Target As...].
    c. Select where on the workstation you want to save the file, and click on [Save].
    5. To reset the usage data to zero, in the Reset Usage Data area:
    a. Click on the [Reset Usage Data] button.
    b. When the message “All current usage data will be reset to zero and lost?” displays, click on 
    the [OK] button.
    WARNING:The following step will delete all the XSA accounts set up for your device! 
    						
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    6. To delete all user, group and general accounts, in the Reset to Default area:
    a. Click on the [Reset to Default] button, 
    b. When the message “All users, accounts and usage data will be lost?” appears, click on the 
    [OK] button.
    Enable XSA in Windows Print Driver
    1. From the [Start] menu select [Printers and Faxes] (Windows XP), or select [Settings] and then 
    [Printers] (Windows 2000/20003).
    2. Right-click on the Print Driver.
    3. Select [Properties].
    4. Select [Configuration].
    5. Select [Accounting].
    6. From the Accounting System drop-down menu, select [Xerox Standard Accounting].
    7. Select [Prompt for Every Job] if you want users to enter their User and Account ID each time they 
    print.
    a. Select the [Save Accounting Codes] to save selection.
    b. You may also select the [Mask User ID] and [Mask Account ID] checkboxes to show 
    asterisks (******) when ID's are entered.
    8. Otherwise select [Use Default Accounting Codes].
    a. Enter details of the default user in the [Default User ID].
    b. Select from the drop-down menu the [Default Account Type].
    c. Enter the details in the [Default Account ID].
    9. Click on [OK].
    10. Click on [Apply], then click on [OK] to exit.
    When you use the Print Driver to print a document you will be asked to enter your user ID.
    Enable XSA in Apple Macintosh Print Driver
    Mac OS X
    1. Open a document to print and select [File] and then [Print].
    2. From the Print Options Menu select [Printer Features].
    3. Select the [Feature Sets] menu.
    4. Select [JCL].
    5. Select [Accounting] to enable it.
    6. Print the document.
    To Back-up XSA Data, Settings and Clone to Another Xerox Device
    The Cloning feature allows you to copy settings, including XSA settings and account information, to a 
    file on your workstation or Server. You can then use this file to restore the data and settings on the 
    same device or to clone other devices. You can only clone XSA settings to another Xerox device that 
    supports the XSA feature. 
    						
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    Check that the device you want to clone settings to supports XSA
    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 [Cloning] in the directory tree.
    3. From the display of available check boxes, verify that Accounting is among them.
    4. Then select [Configuration] in the directory tree, and verify that both devices have the same 
    System Software Version.
    The System Software Version is located in the Printer Setup area.
    To make a Back-up file
    1. From the Properties tab, select [Cloning] in the directory tree.
    2. From the display of available groups, select the settings that you wish to clone. To clone all 
    fea t ure s,  c li c k  o n  t h e [Clone] button, or to customize the configuration file disable any of the 
    features by clicking the checkboxes next to the feature(s) and then click on the [Clone] button.
    3. Right-click on the [Cloning.dlm] link that appears and select [Save Target As].
    4. A dialog box will prompt you to specify the name and location for the cloned file. Ensure the 
    extension reads .dlm.
    5. Click on the [Save] button. The .dlm file can now be used to restore the information to the same 
    device or to clone other devices.
    To Restore Settings or Clone Settings to Another Device
    Note:This procedure will cause the device to reboot and be unavailable over the network for 
    several minutes.
    1. From the Properties tab, select [Cloning] in the directory tree.
    2. In the [Install Clone File] area, click on the [Browse] button.
    3. Locate the [Cloning.dlm] clone file and click on [Open].
    4. Click on the [Install] button.
    The device will be unavailable over the network for several minutes. When rebooted a 
    Configuration Report will print, if enabled.
    5. The XSA settings and data will be restored as they were when the back-up file was created. If you 
    are cloning another device you may want to change, delete or reset the XSA accounts as 
    appropriate for the new device. 
    						
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    22Network Accounting
    Network Accounting provides the ability to manage usage of the device with detailed cost analysis 
    capabilities. Print, Scan, Fax, and Copy jobs are tracked at the device and stored in a job log. Jobs 
    require an authentication of User ID and Account ID and this information is logged with the job details 
    in the job log.
    The device requires the Network Accounting Solution package to be installed and network access to a 
    Xerox certified Network Accounting third party software solution. Refer to your Xerox Sales 
    Representative for further information. 
    Internet Services Print and Fax Drivers are required to be installed on workstations. The user is 
    prompted for accounting information when submitting jobs to the device.
    The job log information can be compiled at the accounting server and formatted into reports.
    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 as per Enable TCP/IP and 
    HTTP at the Device on page 19.
    This is required to access Internet Services to configure Network Accounting. 
    • Locate the Network Accounting Kit.
    Contact your Xerox Sales Representative if you do not have the Network Accounting Kit. This kit 
    contains the License Agreement and Kit Code Number to enable the feature.
    • Install and configure the Xerox certified network accounting solution package on your network. 
    Refer to the manufacturer's instructions with the network accounting package to complete this 
    task.
    • Test communication between the accounting server and the device. To do this:
    Go to your network accounting server and open a web browser. Enter the IP Address of the device 
    in the address bar, and press . The device’s Internet Services web page will appear.
    If you do not have a web browser, test connectivity by pinging the IP Address of the device from 
    your network accounting server.
    Enable and Configure Network Accounting
    The Network Accounting option is an optional feature for the machine. When you purchase the Kit, you 
    will receive the Network Accounting Kit Instructions containing the License Agreement and Kit Code 
    Number. Keep this number in a safe place for the set up. 
    						
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    To Enable the Network Accounting Feature 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]. The Authentication Mode screen displays.
    3. For Network Accounting, select [On] and touch [Save] to return to the Tools pathway.
    To Configure Network Accounting
    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 [Network Accounting Setup] and select [Network Accounting Authentication].
    a. In the Network Accounting Authentication screen, for Authentication, select [Enable].
    Note:If you enable Authentication, users who enter incorrect User or Account ID’s will not be 
    permitted to use the machine.
    b. Touch [Save] to return to the Network Accounting screen.
    3. Select [Network Accounting Login].
    a. If you want user details to display on the device screen, touch [Display User ID Details] and 
    [Display Account ID Details] as required. If you want user details to be replaced by asterisks 
    on the device screen, touch [Mask User ID Details] and [Mask Account ID Details] as 
    required.
    b. Touch the [Save] button to retain the settings and return to the Network Accounting Setup 
    screen.
    4. Select [Network Accounting Validation].
    a. In the Network Accounting Validation screen, touch the [User ID] text box.
    b. Enter the details for the User ID using the on-screen keyboard, when finished, touch [Save] to 
    return to the Network Accounting Validation screen.
    a. Touch the [Account ID] text box.
    b. Enter the details for the User ID using the on-screen keyboard, when finished, touch [Save] to 
    return to the Network Accounting Validation screen.
    c. Touch [Save].
    5. Press the  button, and touch [Logout] to exit the Tools pathway.
    6. To verify Accounting is enabled, press the  button on the front panel. Select one 
    of the services. For example, touch [Copy] icon.
    7. The Touch Panel should display a screen with two buttons. One is the [User ID] button and the 
    other is the [Account ID] button. This indicates the system has enabled accounting successfully.
    8. Go to the Network Accounting Server to Activate the Device
    Open the Network Accounting application and configure it so that the IP Address (or fully 
    qualified domain name) of device is entered as the destination for retrieval of data. Refer to the 
    manufacturer's documentation with your Network Accounting server to complete this task. 
    						
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    Enable Network Accounting in Windows Print Driver
    Note:If Accounting is enabled on the device but not in the Print Driver, any print jobs sent to the 
    device will be deleted.
    Windows 2000
    1. From the [Start] menu select [Printers and Faxes].
    2. Right-click on the device printer icon and select [Properties].
    3. Select [Configuration].
    4. Select [Accounting].
    5. Select [Xerox Network Accounting] from the Accounting System drop-down menu.
    a. Select [Prompt for Every Job]. If you want users to enter their User ID and Account ID each 
    time they print, check the following checkboxes:
    •Mask User ID (***)
    •Mask Account ID (***)
    When you select these options, the information entered will display asterisks (***) for extra 
    security.
    b. If you do not require the security option, select [Use Default Accounting Codes] and enter 
    the required information for the following field:
    •Default User ID 
    •Default Account ID
    c. Click on [OK].
    d. Click on [Apply], then click on [OK] to exit.
    Windows XP, Vista
    1. From the [Start] menu select [Settings] and then [Printers].
    2. Right-click on the device printer icon.
    3. Select [Properties].
    4. Select the [Configuration] tab.
    5. Check the [Enable Accounting] box.
    a. Select [Prompt for Every Job]. If you want users to enter their User ID and Account ID each 
    time they print, check the following checkboxes:
    •Mask User ID (***)
    •Mask Account ID (***)
    When you select these options, the information entered will display asterisks (***) for extra 
    security.
    b. If you do not require the security option, select [Use Default Accounting Codes] and enter 
    the required information for the following field:
    •Default User ID 
    •Default Account ID
    c. Click on [OK].
    d. Click on [OK] to exit. 
    						
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    Enable Network Accounting in Mac Print Driver
    Mac OS X
    1. Open a document to print and select [File] and then [Print].
    2. Select the Xerox printer.
    3. From the Copies and Pages menu select [Accounting].
    4. Select [Xerox Network Accounting] from the Accounting System menu.
    a. Select [Prompt for Every Job]. If you want users to enter their User ID and Account ID each 
    time they print, check the following checkboxes:
    •Mask User ID (***)
    •Mask Account ID (***)
    When you select these options, the information entered will display asterisks (***) for extra 
    security.
    b. If you do not require the security option, select [Use Default Accounting Codes] and enter 
    the required information for the following field:
    •Default User ID 
    •Default Account ID
    c. To save your settings select the [Presets] menu and click [Save As].
    d. Enter a name to define the preset, for example, Accounting.
    e. Click on [OK]. Ensure the Accounting preset is selected in the Presets menu each time you 
    print.
    f. Click on [Print].
    g. Enter your Network Accounting information.
    h. Click on [OK] to print the document.
    Test Network Accounting
    1. Open an application and print a job. Verify that you are presented with the User ID and 
    Accounting ID screen.
    2. Enter a valid User ID and Accounting ID and click on [OK]. If you selected [Save Accounting 
    Codes] it will only be necessary to enter this information the first time the driver is used.
    3. If your print job does not print, try to copy a job at the device using the same Account and User 
    ID. If the copy job completes then the Account and User ID are valid.
    4. It may be necessary to check the network accounting solution software or server configuration to 
    verify the User ID and Account ID.
    5. Distribute the Print Driver with the Network Accounting option already selected (if possible). If the 
    Print Drivers are distributed without the option enabled, workstation users will need to configure 
    the drivers. If the drivers are not properly configured, jobs sent to the device will be deleted.
    Auditron
    The Auditron is an accounting feature of the device which automatically tracks copy usage for each 
    user. The Auditron will prevent unauthorized access to the Copy or ID Card Copy features of the device. 
    It is enabled, or disabled by the System or Auditron Administrator. The Auditron comes as standard on 
    all devices. The Auditron cannot be enabled if the Save Job for Reprint feature is installed and enabled. 
    						
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    If the Auditron is enabled, and the user selects Copy or ID Card Copy, a passcode must be entered 
    before the features become available. On completion of the session the user must log out of the 
    Auditron. This enables logs to be kept of all Copy jobs so that costs can be charged to different 
    departments or customers. Limits can be set on the number of impressions allowed by each account 
    holder.
    To setup and manage the Auditron, the System Administrator uses the Tools login User Name and 
    Password.
    Enabling and Initializing the Auditron
    To setup the Auditron you must first select the mode of authentication you require, then the Auditron 
    must be initialized.
    1. Press the Machine Status button.
    2. Select the Tools tab.
    To have access to all the Tools options you must be logged in as an Administrator.
    To log in select the Log In/Out button on the control panel.
    3. Use the keyboard to enter your User Name, then select the Next button.
    Use the keyboard to enter your Password, then select the Enter button.
    Note:The default user name and password are: admin and 1111.
    The Tools options are displayed.
    4. Select Accounting Settings and Accounting Mode.
    5. Select Auditron and On. The Auditron is enabled and ready to initialize.
    Note:The Auditron cannot be enabled if the Save Job for Reprint feature is installed and enabled.
    6. Select Account Settings and Internal Auditron Setup.
    7. Select Auditron Initialization. The Auditron Initialization screen gives access to two types of 
    activities performed within Auditron Initialization:
    • Partitioning means dividing the machine memory between User and General Accounts. After 
    entering the number of User Accounts required, the number of General Accounts is 
    automatically calculated. If more User Accounts are created, fewer General Accounts will be 
    created. The number of Group Accounts is fixed and is not affected by the partitioning.
    • Initialize Auditron once the Auditron has been partitioned, it needs to be initialized. This 
    completes the Auditron Initialization module.
    8. To change the number of User Accounts, select the User Accounts numeric entry region and enter 
    the new number on the numeric keypad. Alternatively, use the arrow buttons to increase or 
    decrease the number of User Accounts. The number of General Accounts changes in proportion.
    9. Once you have finished partitioning, select Initialize Auditron. You are asked to confirm the 
    initialization twice. A message at the top of the screen displays Please wait...Initialising accounts. 
    Once initialization is complete the message changes to Initialization Complete. 
    						
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