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Scanning with the machine is accomplished through user selection of templates on the device that route scanned jobs to network servers. After storage on the server, the files can be retrieved at any properly configured networked workstation. A dedicated file server is not required to receive scans. A dedicated server is required, however, for the installation and use of SMARTsend software to remotely manage the pool of templates (workflows), displayed locally to device users, if so desired. Scanning is configured on the machine using one of the file transfer options below. Select your method by clicking one of the buttons, below.

Configure a Scan Filing Repository using FTP

Installation Checklist

1. Ensure that a File Transfer Protocol (FTP) service is running on the server or workstation where images scanned by the machine will be stored. Write down the IP address or host name.

2. Create a user account and password for the machine. When a document is scanned, the machine logs in using the account, transfers the file to the server or workstation and logs out. Write down the user account and password.

3. Create a directory (folder) within the FTP root to be used as a scan filing location (repository). Write down the directory name.

Enter the Scan Repository Details via Internet Services

4. At your workstation, open your Web browser and enter the IP address of the machine in the Address or Location field. Press Enter.

5. Click the Properties tab.

6. Click the Services folder, then the Network Scanning file folder. 7. Click the File Repository Setup link.

8. Select Edit, or a File Repository Setup number in the Default File or Alternate File Destinations list, then click Edit.

9. Enter a Name to describe the File Repository. 10. Select FTP for Protocols.

11. Enter either an IP Address or Host Name for the server. 12. Enter 21 for Port Number.

13. For Document Path, type in the name of the folder on the remote server that has been set up to receive device scans. Do not use forward slashes as the device will add them by default.

14. Supply the Login Name and Password for the machine to log into the file server. Note that the default login method is System (for automatic device log in).

15. Re-enter the password in the Retype Password box. 16. Click Apply.

17. Enter the administrator User Name and Password and click OK. The default is 11111 and x-admin. 18. Test the FTP connection by logging into the scan directory from a remote PC using the user account

and password. Create a new folder within the directory and then delete the folder. If you cannot perform this function, check the user account access rights and FTP service setup.

Configure a Scan Filing Repository using SMB

Installation Checklist

1. Create a shared folder to be used as a scan filing location (repository) for scanned documents. Note the Share Name of the folder and the Computer Name or Server Name.

2. Create a user account and password for the machine with full access rights to the scan directory. Write down the user account and password.

3. Test the settings by attempting to connect to the shared folder from another PC by logging in with the user account and password. Create a new folder within the directory and then delete the folder. If you cannot perform this function check the user account access rights.

Enter the Scan Repository Details via Internet Services

4. At your workstation, open your Web browser and enter the IP address of the machine in the Address or Location field. Press Enter.

5. Click the Properties tab.

6. Click the Services folder, then the Network Scanning file folder. 7. Click the File Repository Setup link.

8. Select Edit, or a File Repository Setup number in the Default File or Alternate File Destinations list, then click Edit.

9. Enter a Name to describe the File Repository. 10. Select SMB for Protocols.

11. Enter either an IP Address or Host Name for the server. 12. Enter 445 for Port Number.

13. Enter the Share Name in the Share box.

14. For Document Path, type in the name of the folder on the remote server that has been set up to receive device scans. Do not use back slashes as the device will add them by default.

15. Supply the Login Name and Password for the machine to log into the file server. Note that the default login method is System (for automatic device log in).

16. Re-enter the password in the Retype Password box. 17. Click Apply.

18. Enter the administrator User Name and Password and click OK. The default is 11111 and x-admin.

Configure General Settings

19. Click the General hot link.

20. To print a Confirmation Sheet after every scan job, select On from the Confirmation Sheet drop-down menu.

21. Check the User Name and Domain Name boxes if you want these items to appear on the Job Log. The Job Log works with the Document Management Fields feature and is filed with the scan job. 22. Click Apply.

Configure Scan to HTTP

The device can be configured to scan to either an HTTP or an HTTPS destination. To set up a remote template pool repository, see the next procedure.

To configure the Scan Repository Details using CentreWare Internet Services:

1. At your workstation, open your Web browser and enter the IP address of the machine in the Address or Location field. Press Enter.

2. Click the Properties tab.

3. Click the Services folder, then the Network Scanning folder. 4. Click the File Repository Setup link.

5. On the File Repository Setup page, in the Default File Destination box, click Edit. 6. On the File Destination page, in the Settings area:

a. On the Friendly Name line, type the name of the file destination. b. In the Protocol drop-down box, click HTTP or HTTPS.

The Settings area refreshes and displays more options. c. If you are using HTTP:

• On the Host Name / IP Address & Port line, type either an IP Address or Host Name for the server.

• In the Port Number box (unlabeled), type 80 for the port number. d. If you are using HTTPS:

• On the Host Name / IP Address & Port line, type either an IP Address or Host Name for the server.

• In the Port Number box (unlabeled), type 443 for the port number.

• If you are using SSL, click the Validate Repository SSL Certificate (trusted, not expired, correct FQDN) check box.

e. For either HTTP or HTTPS, if you are using a proxy server: • Click View HTTP Proxy Server Settings.

• On the Proxy Server page, verify that the settings match those in your proxy server environment. Make changes as needed, then click Apply.

f. On the Document Path line, type the HTTP address. Example:

/Inetpub/wwwroot/scans/

Setting up a Remote Template Pool Repository (optional)

1. At your workstation, open your Web browser and enter the IP address of the machine in the Address or Location field. Press Enter.

2. Click the Properties tab.

3. Click the Services folder, then the Network Scanning file folder. 4. Click the Advanced folder, then click the Template Pool Setup link.

5. On the Template Pool Setup page, in the Remote Template Repository area: a. In the Protocol drop-down box, click HTTP or HTTPS.

The Remote Template Repository area refreshes and displays more options. b. If you are using HTTP:

• On the Host Name / IP Address & Port line, type either an IP Address or Host Name for the server.

• In the Port Number box (unlabeled), type 80 for the port number. c. If you are using HTTPS:

• On the Host Name / IP Address & Port line, type either an IP Address or Host Name for the server.

• In the Port Number box (unlabeled), type 443 for the port number.

• If you are using SSL, click the Validate Repository SSL Certificate (trusted, not expired, correct FQDN) check box.

d. For either HTTP or HTTPS, if you are using a proxy server: • Click View HTTP Proxy Server Settings.

• On the Proxy Server page, verify that the settings match those in your proxy server environment. Make changes as needed, then click Apply.

e. On the Script path and filename (from HTTP root) line, type the script path and filename (from HTTP root).

Example: /xerox.asp

f. On the Document Path line, type the HTTP address. Example: /Inetpub/wwwroot/scans/

g. Type the Login Name and Password for the machine. h. Type the password in the Retype Password box. i. Click Apply.

6. If prompted. type the administrator User Name and Password and click OK. The default is 11111 and x-admin.