Time settings

Go to the Properties tab > General Setup > Date and Time.

FTP mode

Go to the Properties tab > Connectivity > Setup. Click Edit in the FTP/SFTP Filling row, and then set the Mode to Active.

Include User Name with validation request

Go to the Properties tab > Services > Workflow Scanning > Validation Options. Enable the Include User Name with validation request option.

Scan services for scanning with workflows

You will need to enable Scan Template Management in device configuration for scanning with workflows later.

Go to the Properties tab > Services > Printing > Printing Web Services, and then enable the options Scan Template Management and Scan Extensions. Also make sure that Xerox Secure Access and Authentication & Accouting configuration are enabled:

You might also want to check that the Confirmation Sheets for Scanning Workflows are set to print only in case of an error. Otherwise, there might be a page printed every time someone uses the Scan option in the YSoft SafeQ terminal.

Go to the Properties tab > Services > Workflow Scanning > General Settings. Set Confirmation Sheet to Errors Only.

SNMP settings

Go to the Properties tab > Connectivity > Setup. Click Edit in the SNMP row, and then enable the option Enable SNMP v1/v2c Protocols.

On the same page, click Edit SNMP v1/v2c Properties. Set the Community Name (Read/Write) accordingly:

Accounting Workflow, User Accounting Prompts, Validation for Accounting Codes

Go to the Properties tab > Login / Permissions / Accounting > Accounting Method

Then, configure the Accounting Workflow, User Accounting Prompts and Validation for Accounting Codes. Click the respective Edit buttons.

Accounting Workflows:

• Payments are used

• Standard configuration

User Accounting Prompts:

Validation for Accounting Codes:

Extensible Service Browser

Go to the Properties tab > General Setup > Extensible Service Setup. Enable the Extensible Services Browser option and the Export password to Extensible Services option.

Xerox Secure Access

Properties tab > Services > Printing > Printing Web Services. Enable the Xerox Secure Access option.

User Permissions Roles

Go to the Properties tab > Login/Permissions/Accounting > User Permissions. In the User Permissions Roles row, click Edit

On the Non-Logged-In Users tab, click Edit to edit the Non-Logged-In User role.

If you use the device authentication mode To device, on the Services & Tools tab, check that the Role State of the Services Pathway is set to Not Allowed.

You can configure the Machine Status Pathway and Job Status Pathway locks freely.

If you use the device authentication mode To each application, set the options accordingly. Note that for some WorkCentre models, it is necessary to use only Per application settings for proper functionality.

Convenience Authentication Setup

Go to the Properties tab > Login/Permissions/Accounting > Login Methods. Then click Edit next to Convenience Authentication Setup.

On the Convenience Authentication Setup page, check that Accounting Information is applied automatically. It can be modified by selecting Automatically apply Accounting Codes from the server.

Job Limits

To enable the Job Limits service, go to the Properties tab > Services > Printing > Printing Web Services, and select the check box for Job Limits. Click Apply.

Email

For the proper functioning of the native scan to email (E-mail application) on the MFD, you need to disable the possibility to change the "From" address.

Go to the Properties tab > Services > Email > Setup. Then click Edit next to From Field.

Fill in Default From Address and select Yes next to Always use Default From Address.

Card Reader Policies

Its function is to determine whether a USB card reader needs to be plugged in for authentication to take place. For example, if this is set to yes and there is no USB Card Reader attached, you can not use pin only authentication.

Go to the Properties tab > Login/Permissions/Accounting > Login methods

Creating color copy rule

Go to Properties > Login/Permissions/Accounting > User Permissions and then edit User Permission Roles. Then change tab to Logged-In User.

1. Deleting generated copy rule

   1. Ask Xerox field technician for assistance. Generated Copy rule assigned to Copy application(s) has to be deleted. This action can be done using Access configuration client contained in Xerox EIP.

2. Creating Copy rule

   1. Click on button Make Your Own Permission Roles.

   2. Fill role name (e.g. copy) and press Create.

   3. In tab Assign Groups to Role into Find / Add Groups input copy and press Add. In list of Assigned Groups should be visible item copy.

      Inserted group name in this step has to be set to copy.

      

   4. In tab choose Services & tools and then set all applications except Copy and ID Card Copy to Not Allowed. Copy and ID Card Copy should be set to Allowed if not. Color Copy should be set to Not al lowed.
      

      

   5. Press Apply and then Close.
      

3. Creating Copy color rule

   1. Fill role name (e.g. copycolor) and press Create

   2. In tab Assign Groups to Role into Find / Add Groups input copycolor and press Add. In list of Assigned Groups should be visible item copycolor .

      Inserted group name in this step has to be set to copycolor .

      

   3. In tab choose Services & tools and then set all applications except Copy and ID Card Copy to Not Allowed. Copy and ID Card Copy should be set to Allowed if not.

      
      

   4. Press Apply and then Close
      

Install Certificate Authority certificate

Go to Properties > Security > Certificates > Security Certificates.

Select tab Root/Intermediate Trusted Certificate(s).

Press Install Certificate.

Choose a certificate file path. Enter decryption password. Press Next and follow instructions to complete installation process.

Secured LDAP