Oki ES9466 MFP User manual

MULTIFUNCTIONAL DIGITAL COLOR SYSTEMS
Template Guide
ES9466 MFP/ES9476 MFP

©2016 Oki Data Corporation All rights reserved
Under the copyright laws, this manual cannot be reproduced in any form without prior written permission of Oki Data.

Preface 3
Preface
Thank you for purchasing OKI Multifunctional Digital Systems or Multifunctional Digital Color Systems.
This manual describes how to use the template functions of this equipment.
Read this manual before using the equipment.
Some models provide the scanning/printing function as an option.
How to read this manual
Symbols in this manual
In this manual, some important items are described with the symbols shown below. Be sure to read these items
before using this equipment.
Target audience for this manual
This is a manual that is aimed at general users and administrators.
Optional equipment
For the available options, refer to the Quick Start Guide.
Screens in this manual
The details on the screens may differ depending on your model and how the equipment is used, such as the status of
the installed options, the OS version and the applications.
The illustration screens used in this manual are for paper in the A/B format. If you use paper in the LT format, the
display or the order of buttons in the illustrations may differ from that of your equipment.
Abbreviations in this manual
In this manual, “Dual Scan Document Feeder” (DSDF) and “Reversing Automatic Document Feeder” (RADF) are
collectively referred to as “Automatic Document Feeder” (ADF).
Trademarks
For trademarks, refer to the Safety Information.
Indicates a potentially hazardous situation which, if not avoided, could result in death, serious
injury, or serious damage, or fire in the equipment or surrounding objects.
Indicates a potentially hazardous situation which, if not avoided, may result in minor or
moderate injury, partial damage to the equipment or surrounding objects, or loss of data.
Indicates information to which you should pay attention when operating the equipment.
Describes handy information that is useful to know when operating the equipment.
Pages describing items related to what you are currently doing. See these pages as required.

4 Preface

CONTENTS 5
CONTENTS
Preface................................................................................................................................................. 3
How to read this manual ............................................................................................................................................ 3
Chapter 1 REGISTERING JOB SETTINGS ONTO THE HOME SCREEN
Registering Job Settings onto the Home Screen....................................................................................... 8
Registering job settings from setting screen of each function .................................................................................. 8
Registering job settings from job history.................................................................................................................... 9
Chapter 2 USING TEMPLATE BUTTONS
Template Functions............................................................................................................................. 12
Displaying the template menu.................................................................................................................................. 12
Registering Templates......................................................................................................................... 13
Registering templates in the public template group (administrators only) ........................................................... 13
Creating a new private group.................................................................................................................................... 15
Registering templates in a private group ................................................................................................................. 16
Recalling Templates ............................................................................................................................ 18
Using templates ......................................................................................................................................................... 18
Using useful templates .............................................................................................................................................. 20
Using templates for Scan to E-mail (When SMTP is selected for the authentication method).............................. 21
Changing Data .................................................................................................................................... 23
Changing private group data .................................................................................................................................... 23
Changing template data............................................................................................................................................ 24
Deleting Groups or Templates .............................................................................................................. 25
Deleting private groups ............................................................................................................................................. 25
Deleting templates .................................................................................................................................................... 26
INDEX .......................................................................................................................................................... 27

6 CONTENTS

1.REGISTERING JOB SETTINGS ONTO THE
HOME SCREEN
This section describes how to register job settings on to the home screen.
Registering Job Settings onto the Home Screen ....................................................................8
Registering job settings from setting screen of each function ............................................................................8
Registering job settings from job history..............................................................................................................9

8 Registering Job Settings onto the Home Screen
0.Registering Job Settings onto the Home Screen
You can register job settings of copying, scanning, or faxing as icons onto the home screen and easily recall and
employ them.
Registering job settings from setting screen of each function
You can register job settings from settings screens of copying, scanning, or faxing.
1
Set all the required functions.
Example: Editing function - image shift, reproduction ratio - 90%, number of copy sets -10
The [Paper Size] and [Paper Type] functions for copying from MPT cannot be set.
2
Press (Adding to Home screen button).
3
Select a place (unregistered button) to register the icon onto the home screen.
If there is no unregistered buttons on the home screen, switch the pages.
4
Set the type and name of icon and press [OK].
The icon is registered onto the home screen.

1.REGISTERING JOB SETTINGS ONTO THE HOME SCREEN
Registering Job Settings onto the Home Screen 9
REGISTERING JOB SETTINGS ONTO THE HOME SCREEN
Registering job settings from job history
You can register a job which is in the job history as a button onto the home screen.
1
Press (Home Setting button) on the home screen.
When the password input screen appears, enter the password for a user who has the privilege to edit the home
screen.
2
Press [Button Contents].
3
Select a place (unregistered button) to register the icon onto the home screen.
If there is no unregistered buttons on the home screen, switch the pages.
4
Press [Register From Job History].
5
Select a desired job.

1.REGISTERING JOB SETTINGS ONTO THE HOME SCREEN
10 Registering Job Settings onto the Home Screen
6
Set the type and name of icon and press [OK].
The icon is registered onto the home screen.

2.USING TEMPLATE BUTTONS
This section describes how to use template functions you can operate using the control panel of this equipment.
Registering Job Settings onto the Home Screen ....................................................................8
Registering job settings from setting screen of each function ............................................................................8
Registering Templates ......................................................................................................13
Registering templates in the public template group (administrators only) .....................................................13
Creating a new private group..............................................................................................................................15
Registering templates in a private group ...........................................................................................................16
Recalling Templates .........................................................................................................18
Using templates ...................................................................................................................................................18
Using useful templates ........................................................................................................................................20
Using templates for Scan to E-mail (When SMTP is selected for the authentication method)........................21
Changing Data..................................................................................................................23
Changing private group data ..............................................................................................................................23
Changing template data......................................................................................................................................24
Deleting Groups or Templates ...........................................................................................25
Deleting private groups .......................................................................................................................................25
Deleting templates ..............................................................................................................................................26

12 Template Functions
0.Template Functions
You can create a template with several functions that are frequently used so that they can be employed whenever you
want by recalling the template, thus eliminating the need to perform complicated settings every time. Templates can
be used in copying, scanning and sending a fax.
Template functions are registered to groups and can be shared and used by two or more users.Template functions
can also be set from client computers. For details, refer to the TopAccess Guide.
Fax functions are available only when the FAX Unit is installed.
Some models provide the scanning/printing function as an option.
Displaying the template menu
You can display the template menu by pressing [Template] on the touch panel when you want to register or recall
templates.

USING TEMPLATE BUTTONS
Registering Templates 13
0.Registering Templates
Templates must be registered to either the “public template group” or “private groups”. You can set a password to
restrict the use of registered templates.
Public template group:
Provided by default. Templates in this group can be used by everyone. It is useful to register several combinations of
functions frequently used in the entire office or department. Up to 60 templates can be registered to the public group.
The Admin (administrator) Password is required when you wish to register, delete or change templates in the public
template group.
Private group:
This is a group that you can register as required. Registering private groups is useful for each department, section or
user. You can also set a password when using private groups.
“Useful Templates” are registered under the group 001 by default.
The maximum number of groups that can be registered and the maximum number of templates that can be registered
in a group differ depending on your model. For the maximum number of registrations for each model, refer to the
Specifications Guide.
Registering templates in the public template group (administrators only)
This section is described only for equipment administrators. To register templates to public template groups, the
administrator's authority is required.
1
Set all the required functions.
Example: Editing function – image shift, reproduction ratio – 90%, number of copy sets –10
The [Paper Size] and [Paper Type] functions for copying from MPT cannot be set in templates.
2
Press [Template] on the touch panel.
The template menu appears.
3
Select the public template group.
To select a public template group, press the [Registration] tab > [Public Template Group] > [Open].
4
Enter the Admin Password.

2.USING TEMPLATE BUTTONS
14 Registering Templates
5
Select a template and press [Save].
6
Enter the necessary information about the template, and press [Save].
The template is saved and the previous screen appears.
Name 1 & 2: Enter the name of the template. Name 1 appears above and Name 2 appears below. Be sure to enter
at least one of them. Enter within 11 alphanumeric characters.
User Name: Enter the name of the template owner as required. Enter within 30 alphanumeric characters.
Password: Key in a password here, if you want to require a password to recall the template. Enter the password
(up to 20 alphanumeric characters). The characters entered appear as asterisks (*).
Automatic Start: Press [Enable] if you want the operation of set functions to start immediately after pressing a
button for the corresponding template. Press [Disable] if you do not want it to start until you press the [START]
button on the control panel.
Even when the automatic start function is enabled, you need to enter the user name and password when
recalling the template in the following cases.
- When the User Authentication for Scan to E-mail is enabled and the user management function is disabled
- When both the User Authentication for Scan to E-mail and the user management function are enabled, but
the user names and passwords are different
For details of the User Authentication for Scan to E-mail and the user management function, refer to the MFP
Management Guide and TopAccess Guide.
The symbols below cannot be used.
' \ % & < > [ ]

2.USING TEMPLATE BUTTONS
Registering Templates 15
USING TEMPLATE BUTTONS
Creating a new private group
1
Press [Template] on the touch panel.
The template menu appears.
2
Select a group.
To select the desired group, press the [Registration] tab > desired group > [Open].
Entering a 3-digit number in [Group Number] displays a corresponding group.
3
Enter the necessary information about the group, and press [OK].
The group is saved and the screen for setting/registering templates appears.
Name: Enter the name of the group. Enter within 20 alphanumeric characters. Be sure to enter it.
User Name: Enter the name of the group owner as required. Enter within 30 alphanumeric characters.
Password: Key in a password here, if you want to require a password to view the group or register templates into
the group. Enter the password (up to 20 alphanumeric characters). The characters entered appear as asterisks
(*).
The symbols below cannot be used.
' \ % & < > [ ]

2.USING TEMPLATE BUTTONS
16 Registering Templates
Registering templates in a private group
1
Set all the required functions.
Example: Editing function – image shift, reproduction ratio – 90%, number of copy sets – 10
The [Paper Size] and [Paper Type] functions for copying from MPT cannot be set in templates.
2
Press [Template] on the touch panel.
The template menu appears.
3
Select the desired group.
To select the desired group, press the [Registration] tab > desired group > [Open].
Entering a 3-digit number in [Group Number] displays a corresponding group.
4
Key in the password for the selected group. (If no password is set, go to step 5.)
5
Select a template and press [Save].

2.USING TEMPLATE BUTTONS
Registering Templates 17
USING TEMPLATE BUTTONS
6
Enter the necessary information about the template, and press [Save].
The template is saved and the previous screen appears.
Name 1 & 2: Enter the name of the template. Name 1 appears above and Name 2 appears below. Be sure to enter
at least one of them. Enter within 11 alphanumeric characters.
User Name: Enter the name of the template owner as required. Enter within 30 alphanumeric characters.
Password: Key in a password here, if you want to require a password to recall the template. Enter the password
(up to 20 alphanumeric characters). The characters entered appear as asterisks (*).
Automatic Start: Press [Enable] if you want the operation of set functions to start immediately after pressing a
button for the corresponding template. Press [Disable] if you do not want it to start until you press the [START]
button on the control panel.
Even when the automatic start function is enabled, you need to enter the user name and password when
recalling the template in the following cases.
- When the User Authentication for Scan to E-mail is enabled and the user management function is disabled
- When both the User Authentication for Scan to E-mail and the user management function are enabled, but
the user names and passwords are different
For details of the User Authentication for Scan to E-mail and the user management function, refer to the MFP
Management Guide and TopAccess Guide.
The symbols below cannot be used.
' \ % & < > [ ]

18 Recalling Templates
0.Recalling Templates
Using templates
When you recall a template, the functions set in the template will be available automatically. If the automatic start
function is enabled, this equipment will automatically start the operation of each function when you press the button
for the corresponding template.
Access rights to the SMTP server are required to use a Scan to E-mail template when the SMTP authentication
method is selected for Scan to E-mail. See the following page for the operation procedure for this situation:
P.21 “Using templates for Scan to E-mail (When SMTP is selected for the authentication method)”
A meta scan template is indicated with the icon. With some template settings, you must enter optional
information before you start scanning.
The meta scan function enables you to attach meta data (XML file) to the scanned images and e-mail them, or save
them in the public folder on this equipment.
To use the meta scan function, the meta scan option is required. For more details about the meta scan function,
refer to the TopAccess Guide.
1
Press [Template] on the touch panel.
The template menu appears.
2
Press the button for the group to which the desired template is registered.
Entering a 3-digit number in [Group Number] displays a corresponding group.
3
Key in the password when you have selected the private group. (If no password is set, go to step
4.)

2.USING TEMPLATE BUTTONS
Recalling Templates 19
USING TEMPLATE BUTTONS
4
Press the button for the desired template.
Templates with the automatic start function enabled can be identified with . If this icon is displayed, you
can press it to immediately start the operation of the functions set in the template.
Templates with the icon are exclusively for the meta scan function. If you select such a template, see the
following page:
P.20 “Using a meta scan template”
5
Confirm that a message appears indicating the template has been applied.
A copy/scan/fax preview screen appears with the selected template, and the template is applied. The message is
displayed for approx. 3 seconds.

2.USING TEMPLATE BUTTONS
20 Recalling Templates
Using a meta scan template
When you use a meta scan template, select a template, then enter required information and press [Scan].
To use the meta scan function, the meta scan option is required.
To create a new template for the meta scan function, the setting on TopAccess is required. For more details, refer to
the TopAccess Guide.
Items shown in the figure above are samples. Ask the administrator for items you need to enter.
Required items are marked with asterisks.
Enter each item to set the entry as required.
Using useful templates
This equipment has 12 default templates that can be used immediately. They are registered to the group number 001
“Useful Templates”. For how to recall them, see the following page:
P.18 “Recalling Templates”