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Xerox FlowPort User manual

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Xerox Document Centre Setup Guide for FlowPort 1
Chapter1
Chapter2
Xerox Document Centre Setup
Guide for FlowPort
This document is intended for use by FlowPort System Administrators when
configuring the following Xerox Document Centres to scan to a FlowPort server:
• Document Centre 240/255/265/460/470/480/490
• Document Centre 220/230/332/340/432/420/425/432/440
There are two basic things you must do on the Document Centre:
• Designating a “repository” on the document centre. This is the IP address of
the FlowPort server.
• Setting up a default scan template.
The procedures in this guide are provided as examples only. Because of firmware
differences, the screens you see may be different, however you may use the
concepts presented here.
Configuring a Document Centre 240/255/265/460/470/480/490 with Centreware Internet Services
2 Xerox Document Centre Setup Guide for FlowPort
Configuring a Document Centre 240/255/265/460/470/480/490
with Centreware Internet Services
Verify that the Scan-to-File feature is installed on the Document Centre. Print a
Configuration sheet and check the installed options list for Scan-to-File. If the
Scan-to-File is not listed, contact your Xerox service representative to obtain and
install the Scan-to-File kit. You can also call 1-800-ASK-XEROX for information
about obtaining and installing this feature.
FlowPort Repository & Template Setup
The Xerox Document Centre uses templates and repositories to control the
disposition of scanned documents. Information about these templates and
repositories is stored inside the Document Centre and is accessible through the
Web server embedded in the device. The Document Centre provides a default
template, a number of named template (optional), a default public repository, and
four other configurable public repositories.
Templates are shown as choices on the Document Centre Touch Screen. The
default template is named “@default.xst” and it is the first template shown in the
template list on the screen. The Xerox Document Centre uses templates and
repositories to control the disposition of scanned documents. Information about
these templates and repositories is stored inside the Document Centre and is
accessible through the Web server embedded in the device. The Document
Centre provides a default template, a number of named templates (optional), a
default public repository, and four other configurable public repositories.
Templates are shown as choices on the Document Centre Touch Screen. The
default template is named “@default.xst” and it is the first template shown in the
template list on the screen.
Repositories are shown as choices for template setup in the Document Centre
Web-based administration tool. Each repository has the following settings:
• Repository List
• Protocols
• File Server IP Address
• Directory Path
•LoginName
•Password
Configuring a Document Centre 240/255/265/460/470/480/490 with Centreware Internet Services
Xerox Document Centre Setup Guide for FlowPort 3
FlowPort Repository Setup
The following settings for the Default Repository and Template Pool Setup are
recommended.
1In your Web browser’s Address (or Location) box, enter the TCP/IP
address of your Document Centre.
2Click on Properties.
3In the Properties column (left side of screen), click on the plus (+) sign for the
Services folder. The properties for the Document Centre will display as shown
below.
Configuring a Document Centre 240/255/265/460/470/480/490 with Centreware Internet Services
4 Xerox Document Centre Setup Guide for FlowPort
4Click on the plus (+) sign for the Distribution Templates.
5Click the Repository Setup link.
6Under Repository Setup, perform the following:
Repository List: Select Document Repository 0. Check with your Xerox
Document Centre System Administrator to make sure the Repository is not in use.
NOTE: Depending on the printer software model, there may only be 1 repository.
Some models will have Document Repositories of 0-4 or 1-5.
Protocols: Select TCP/IP.
File Server IP Address: Enter the TCP/IP address of your FlowPort server.
Contact your Network Administrator if you do not know the address. In some
versions, you may need to enter a port number. In this case, enter 21.
Directory Path: Enter /.
Login Name: Enter the guest account user name (NSA is the default guest account
user name).
Password: Enter the FTP password twice (nsa is the default guest password).
Note: If you have changed the NSA FTP user name or password in the
FlowPort NSA Protocol Service configuration, enter the new user name
and password here to enable FTP access.
Configuring a Document Centre 240/255/265/460/470/480/490 with Centreware Internet Services
Xerox Document Centre Setup Guide for FlowPort 5
7Click on Apply New Settings.
8A Login window may display. Enter admin for the user name followed by your
password. If you do not know your password, contact your printer system
administrator.
Note: The user name and password are case sensitive.
FlowPort Template Setup
1Click on the Services tab. The Job Submission page displays as shown below.
Configuring a Document Centre 240/255/265/460/470/480/490 with Centreware Internet Services
6 Xerox Document Centre Setup Guide for FlowPort
2Click on the Distribution Templates button.
Configuring a Document Centre 240/255/265/460/470/480/490 with Centreware Internet Services
Xerox Document Centre Setup Guide for FlowPort 7
3Under the Services tab, click on the [+] new button.
4In the General settings box, enter the following:
Name: Type FlowPort (or any name that would let users know that this is the
FlowPort template. It can be up to eight characters in length).
Description: Type Scan to FlowPort.
Owner: Type your name or the FlowPort administrator’s name.
Configuring a Document Centre 240/255/265/460/470/480/490 with Centreware Internet Services
8 Xerox Document Centre Setup Guide for FlowPort
5Review the Scan Settings. Click on Edit if you need to change the default settings.
Text
Configuring a Document Centre 240/255/265/460/470/480/490 with Centreware Internet Services
Xerox Document Centre Setup Guide for FlowPort 9
6In the Distribution area, specify a Destination. Select Public Internet Folder
from the New Destination list, and click add.
Configuring a Document Centre 240/255/265/460/470/480/490 with Centreware Internet Services
10 Xerox Document Centre Setup Guide for FlowPort
7In the list of Select from Repository Servers, select repository that points to the
FlowPort server.
8Type the Path to Document /
9Check the Filing Policy New Auto Generate.
10 Document name is DOC.
11 Select the Output Image Format Multi-Page TIFF.
12 Click on Apply New Settings. The Document Centre is ready to use FlowPort.
Note: This setup provides users Guest access (Trusted/Shared) to
FlowPort. If a higher authentication level is required, users should use
their FlowPort Login sheet.
Testing the FlowPort Template
To check that the Document Centre is ready for FlowPort use, perform the
following test:
1At the Document Centre, place a document in the scanner.
2Select the FlowPort template and select Scan.
Note: If the Document Centre is properly configured, a DC confirmation
sheet will be printed confirming that the scan to FlowPort was
successful, otherwise an error report with some specific failure notice
will be printed. If the scan to FlowPort was successful a FlowPort
confirmation sheet will also print.