Lexmark MX6500e 6500e Service manual

Forms and Favorites
Administrator's Guide
Important: This guide is intended for MX6500e.
March 2013 www.lexmark.com

Contents
Overview.....................................................................................................3
Configuring Forms and Favorites..................................................................4
Configuring bookmarks.............................................................................................................................4
Customizing the display icon.....................................................................................................................4
Using Forms and Favorites...........................................................................5
Bookmarking forms...................................................................................................................................5
Adding a bookmark using the control panel.......................................................................................................5
Editing or deleting a bookmark using the control panel.....................................................................................5
Configuring folders for bookmarks............................................................................................................6
Adding a folder using the control panel .............................................................................................................6
Adding a bookmark to a folder using the control panel .....................................................................................6
Editing or deleting a folder .................................................................................................................................6
Printing bookmarks...................................................................................................................................7
Searching for bookmarks and folders........................................................................................................7
Saving bookmarks as shortcuts.................................................................................................................7
Troubleshooting...........................................................................................8
Forms are not available or are not working..............................................................................................8
Make sure the bookmark is configured properly ...............................................................................................8
Make sure the bookmark is pointing to the correct location ............................................................................. 8
Some bookmarks do not appear in an exported configuration file..........................................................8
More than 60 bookmarks cannot be exported in a .ucf file ...............................................................................8
Appendix.....................................................................................................9
Notices.......................................................................................................11
Index..........................................................................................................12
Contents 2

Overview
Forms and Favorites lets users quickly and easily print frequently used documents from the scanner control panel. First,
configure a bookmark to point to the location of an electronic file. The electronic form or other document can be located
on a Web site, a network drive, or an FTP site. Then, access the form or other document by touching the application
icon on the scanner home screen. Bookmarks can also be saved as shortcuts directly to the scanner home screen for
immediate access to your documents and forms.
Overview 3

Configuring Forms and Favorites
For information on configuring and using the application from the control panel, see “Using Forms and Favorites” on
page 5.
For a comprehensive explanation of each setting available when adding or editing a bookmark, see the mouse-over
help beside each field.
Note: When configuring bookmarks, more options are available from the Embedded Web Server than from the
control panel.
Configuring bookmarks
1From the Embedded Web Server, click Settings > Apps > Apps Management.
2From the list of the installed applications, click the name of the application.
3Click Configure > Add.
Note: You can also edit or delete existing bookmarks.
4Type a name for the bookmark.
5If necessary, adjust the remaining configuration settings.
Note: See the mouse-over help beside each field for a description of each configuration option.
6Click Apply.
Customizing the display icon
1Access the application configuration settings from the Embedded Web Server.
2From the Configure page, add or edit a profile, and then change the settings if necessary:
•Button Text or Text—Type up to 20 characters that will appear above the profile button on the scanner home
screen. This field is optional.
•Button Icon or Icon—Browse to a new image file that represents the profile on the scanner home screen. This
field is optional.
•Button Icon when pressed or Icon when pressed—Browse to a new image file that will appear while the profile
icon is being pressed. This field is optional.
3Save or discard your changes.
Configuring Forms and Favorites 4

Using Forms and Favorites
Bookmarking forms
Adding a bookmark using the control panel
1From the home screen, touch the application icon.
2If necessary, touch Options.
3Touch .
4Type a name for the new bookmark. This name will appear when selecting a form to print.
5If you want to use a PIN to limit access to the bookmark, then touch Confidential, select On, and then touch .
6Touch .
7If prompted, enter a four‑digit PIN, and then touch .
8Touch the location of the file you want to bookmark, and then touch .
•Network—The form is on a network share.
•FTP—The form is on an FTP site.
•HTTP—The form is on a Web page.
•HTTPS—The form is on a secure Web page.
9If you selected HTTP or HTTPS, then enter the URL of the bookmark.
10 If you selected Network or FTP, then select an authentication option, and then touch .
Authentication options include the following:
•Guest(Network Folder)/Anonymous—This does not require users to be authenticated.
•Use device authentication credential—This requires users to enter the authentication credentials as specified
on the scanner.
•Prompt for username and password—This requires users to enter their system user name and password.
•Use static username and password—This requires administrators to specify a static user name and password
when they configure the bookmark. Users will not be prompted to enter these credentials at the scanner.
11 Follow the instructions on the touch screen to enter the location of the file you want to bookmark. Use to
progress through the screens.
Editing or deleting a bookmark using the control panel
1From the home screen, touch the application icon.
2Touch the bookmark you want to edit or delete.
3If necessary, touch Options.
Using Forms and Favorites 5

4Touch to edit a bookmark or to delete a bookmark.
5Follow the instructions on the touch screen to edit or delete the bookmark or bookmarks. Use to progress
through the screens.
Note: If the bookmark is confidential, then you will be prompted for the four‑digit PIN.
Configuring folders for bookmarks
Adding a folder using the control panel
1From the home screen, touch the application icon.
2If necessary, touch Options.
3Touch .
4Type a name for the folder, and then touch .
The folder will appear in the list of bookmarks.
Adding a bookmark to a folder using the control panel
1From the home screen, touch the application icon.
2Touch the folder you want to use.
3Touch .
4If necessary, touch Options.
5Touch .
6Enter the information for the new bookmark. For more information, see “Adding a bookmark using the control
panel” on page 5.
Editing or deleting a folder
1From the home screen, touch the application icon.
2Touch the folder you want to edit or delete.
3If necessary, touch Options.
4To edit the folder, touch .
To delete the folder, touch .
5Follow the instructions on the screen to edit or delete the folder.
Using Forms and Favorites 6

Printing bookmarks
1From the home screen, touch the application icon.
2Touch the name of the bookmark you want to print, and then touch .
3Follow the instructions on the screen to print the bookmark.
Searching for bookmarks and folders
1From the home screen, touch the application icon.
2Touch .
3Type a keyword in the Search For field, and then touch .
The results of your search appear.
Saving bookmarks as shortcuts
You can turn frequently accessed bookmarks into shortcuts that show up on the home screen. Instead of touching the
application to access the list of bookmarks, users can touch the shortcut to access the bookmark immediately.
1From the home screen, touch the application icon.
2Touch the name of the bookmark you want to save, and then touch .
3Touch .
4Type the name for the shortcut as you want it to appear on the home screen, and then touch .
5Select an icon graphic for the shortcut, and then touch .
6From the confirmation screen, touch .
7Touch to print the shortcut, or touch .
Note: The icon appears on the home screen. Because of space constraints, users may need to scroll through the
home screen to access all of the available icons.
Using Forms and Favorites 7

Troubleshooting
Forms are not available or are not working
Try one or more of the following:
MAKE SURE THE BOOKMARK IS CONFIGURED PROPERLY
For information on configuring bookmarks, see “Configuring Forms and Favorites” on page 4.
MAKE SURE THE BOOKMARK IS POINTING TO THE CORRECT LOCATION
Verify that the form resides in the correct network location. The scanner will not validate the location that the
bookmark points to. As a result, if the URL or network location that was specified when the bookmark was created
is incorrect, the scanner will not be able to access the document.
Some bookmarks do not appear in an exported configuration
file
MORE THAN 60 BOOKMARKS CANNOT BE EXPORTED IN A.UCF FILE
Only up to 60 bookmarks can be exported in a single .ucf file. Any bookmarks that are not included in the file must
be added to the scanner manually.
Troubleshooting 8

Appendix
Accessing application configuration settings using the
Embedded Web Server
1Obtain the scanner IP address:
•From the scanner home screen
•From the TCP/IP section in the Network/Ports menu
•By printing a network setup page or menu settings page, and then finding the TCP/IP section
Note: An IP address appears as four sets of numbers separated by periods, such as 123.123.123.123.
2Open a Web browser, and then type the scanner IP address in the address field.
The Embedded Web Server appears.
3From the navigation menu on the left, click Settings > Apps > Apps Management.
4From the list of installed applications, click the application you want to configure, and then click Configure.
Exporting and importing a configuration using the Embedded
Web Server
You can export configuration settings into a text file, and then import it to apply the settings to other devices.
1From the Embedded Web Server, click Settings > Apps > Apps Management.
2From the list of installed applications, click the name of the application you want to configure.
3Click Configure, and then do either of the following:
•To export a configuration to a file, click Export, and then follow the instructions on the computer screen to save
the configuration file.
Note: If a JVM Out of Memory error occurs, then repeat the export process until the configuration file
is saved.
•To import a configuration from a file, click Import, and then browse to the saved configuration file that was
exported from a previously configured device.
Notes:
–Before importing the configuration file, you can choose to preview it first.
–If a timeout occurs and a blank screen appears, then refresh the Web browser, and then click Apply.
Appendix 9

Checking which version of the Embedded Solutions Framework
is installed on a scanner
1Obtain the scanner IP address:
•From the scanner home screen
•From the TCP/IP section in the Network/Ports menu
•By printing a network setup page or menu settings page, and then finding the TCP/IP section
Note: An IP address appears as four sets of numbers separated by periods, such as 123.123.123.123.
2Open a Web browser, and then type the scanner IP address in the address field.
3From the Embedded Web Server, click Reports > Device Settings.
4Scroll down until you see “Embedded Solutions” (usually found near the bottom).
5In the Embedded Solutions section, note the value next to “Framework =”. This signifies the installed version.
Appendix 10