Easy UI Solution 2.1 Installation Guide

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1 Easy UI Solution 2.1 Installation Guide Thank you for selecting our product. This guide is intended for System Administrators, and describes how to install Easy UI Solution 2.1 (hereafter referred to as "this package") on the machine. Be sure to read this guide before use. The guide assumes that you are familiar with a personal computer and your machine. When you need additional information, refer to the manuals provided with the personal computer or the manuals provided with the machine (Administrator Guide / User Guide). The screen shots used in this guide and the screens displayed on your machine may be different depending on the software being used due to the upgrades. Some of the items in the screen shots used in this guide may not be displayed or not be available depending on your machine configuration. Microsoft, Windows, and Windows Vista are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All product/brand names are trademarks or registered trademarks of the respective holders. Microsoft product screen shot(s) reprinted with permission from Microsoft Corporation. Important 1. This manual is copyrighted with all rights reserved. Under the copyright laws, this manual may not be copied or modified in whole or part, without the written consent of the publisher. 2. Parts of this manual are subject to change without prior notice. 3. We welcome any comments on ambiguities, errors, omissions, or missing pages. 4. Never attempt any procedure on the machine that is not specifically described in this manual. Unauthorized operation can cause faults or accidents. Fuji Xerox is not liable for any problems resulting from unauthorized operation of the equipment. An export of this product is strictly controlled in accordance with Laws concerning Foreign Exchange and Foreign Trade of Japan and/or the export control regulations of the United States. XEROX, the sphere of connectivity design, CentreWare, and Smart WelcomEyes are trademarks or registered trademarks of Xerox Corporation in the U.S. or Fuji Xerox Co., Ltd. DocuWorks is a trademark of Fuji Xerox Co., Ltd.

2 Table of Contents Table of Contents Table of Contents...2 About Easy UI Solution Before Installation...5 Supported Models...5 System Requirements...5 Supported Operating Systems...5 Passcode Entry for Software Options...6 Environment Settings for Custom Menu...7 SSL / TLS Settings in CentreWare Internet Services...9 Installation Procedures...11 Installation Result Confirmation...13 Uninstallation / Version Upgrade Procedures...15 Before Use of Each Service...17 Custom Menu Settings...17 Environment Settings for Each Service...19 When Not Using Custom Menu...21 Index

3 About Easy UI Solution 2.1 About Easy UI Solution 2.1 Easy UI solution 2.1 is the software package includes some optional applications that enables you to access the services you often use with a simpler operation. The following services are installed with this package. For more information on the service details, operation methods, and the usage notes, refer to Easy UI Solution 2.1 User Guide. Custom Menu The System Administrator configures a screen on which the frequently-used services are displayed in large sized buttons, and the screen can be used in place of the Services Home screen. When the Authentication mode is used, Authenticated Users can configure their original "Custom Menu" screen. The following service buttons are displayed on the "Custom Menu" screen by default: The services included in this package - Easy Copy - ScanAuto - Easy Store to Folder The existing services - Send from Folder - Fax Important "Custom Menu" is not available when [Network Accounting] is selected for [Accounting Type] under [Accounting] on the [Tools] screen. In this case, use the Services Home screen. The external services such as "Easy Copy", "ScanAuto", "Easy Store to Folder", "Private Charge Print (Print All)", "Private Charge Print (Simple Check)", and the "Custom Menu" screen take a longer time before you can operate the application after it starts than the existing services and screen. "Easy Copy", "ScanAuto", "Easy Store to Folder", "Private Charge Print (Print All)", and "Private Charge Print (Simple Check)" are available not only on the "Custom Menu" screen but also on the Services Home screen. For more information, refer to "When Not Using Custom Menu" (P.21). When your machine does not support the Fax service, [Fax] is not displayed. The buttons displayed following [Fax] move to the previous position one by one. "Private Charge Print (Print All)" and "Private Charge Print (Simple Check)" are abbreviated as [Private Charge Print (All)] and [Private Charge Print (Simple)] on the screen respectively. [Private Charge Print (All)] and [Private Charge Print (Simple)] are not displayed on the default "Custom Menu" screen. When these Private Charge Print services are used, add service buttons by referring to "Custom Menu Settings" (P.17). Moreover, in order to use the Private Charge Print service, the setting is needed. For information on how to set the Private Charge Print, refer to the Administrator Guide. Easy Copy This service allows you to copy documents easily using the first screen on which only frequently-used service buttons are displayed. Also you can create an One-touch Application by changing the setting values of this service and create a service button different from [Easy Copy] by duplicating the settings whose default value and the order of the items are modified. ScanAuto This service allows you to scan a document only by pressing the <Start> button after loading the original. 3

4 About Easy UI Solution 2.1 The scanned data can be sent to the specified address (the Authenticated User s address when the Authentication feature is enabled) as a PDF or DocuWorks file. Easy Store to Folder This service displays the folders available for each user and then allows you to select the storage location of the scanned data. Also you can create an One-touch Application by changing the setting values of this service and create a service button different from [Easy Store to Folder] by duplicating the settings whose default value and the order of the items are modified. Private Charge Print (Print All) This service allows the Authenticated User to print all the unprinted Private Charge Print jobs stored on the machine at once. This service button is not displayed on the "Custom Menu" screen by default. Private Charge Print (Simple Check) This service allows you to check the Private Charge Print job on the screen display which is easily viewable. The Authenticated Users can change the print setting configured by the computer and can reprint printed documents or transferring / transferred documents. This service button is not displayed on the "Custom Menu" screen by default. One-touch Application "One-touch Application" is the service to start a job only by selecting the service button on Custom Menu screen after the document is loaded. To prevent a misoperation, the screen which shows the service overview can be displayed after selecting the service button. 4

5 Before Installation Before Installation Checking the supported model and setting the network environment on your machine are required before installation of this package. Supported Models For information on the supported models, refer to "Supported Models and Passcode for Software Options" (P.23). System Requirements The configuration below is required to enable services included in this package. Our optional components are available to meet these conditions. Built-in Hard disk System memory with 2 GB or more Printer Kit Scanner Kit If the Solid State Drive or the SSD Extension Kit is installed on your machine, please read "Hard Disk" as "Solid State Drive". Check the machine to see your environment as below. 1 Press the <Machine Status> button on the control panel. 2 Select [Machine Configuration] on the [Machine Information] tab. 3 Check that [Hard Disk] is shown on the screen and the value for [System Memory Size] is more than 2,048 MB. 4 Select [Close] repeatedly until the Services Home screen is displayed. Supported Operating Systems A computer connected to a network is needed to install, uninstall, and upgrade this package. The installer of this package supports the following operation systems: Microsoft Windows XP Service Pack 2/3 Microsoft Windows Vista Service Pack 1/2 Microsoft Windows 7 Microsoft Windows 8 Microsoft Windows XP x64 Edition Service Pack 2 Microsoft Windows Vista x64 Service Pack 1/2 Microsoft Windows 7 x64 Microsoft Windows 8 x64 5

6 Before Installation Passcode Entry for Software Options A passcode is required to use this package depending on the model. For information on the passcode for software options, refer to "Supported Models and Passcode for Software Options" (P.23). Important It takes a few minutes longer to warm-up the machine after you set the passcode to enable the software options. If [Web Browser Setup] is shown under [System Settings], the passcode has been already entered. Skip to "Environment Settings for Custom Menu" (P.7). Passcode Entry Procedures for Software Options 1 Press the <Log In/Out> button on the control panel. 2 Enter the System Administrator s user ID with the numeric keypad or the keyboard displayed on the screen, and select [Enter]. When a passcode is required, select [Next] and enter the System Administrator s passcode. 3 Select [Tools] on the Services Home screen. The screen may differ depending on the model. 4 Select [Maintenance] in [Common Service Settings] under [System Settings]. 5 Select [Software Options]. 6 Enter the passcode for your model with the keyboard. 7 Select [Reboot]. After rebooting the machine, you can start the installation process. 6

7 Before Installation Environment Settings for Custom Menu The settings listed below are required to display the "Custom Menu" screen. Items Required Settings Refer to SOAP Port Port Status: Enabled Port Number: 80 "SOAP Port" (P.7) Protocol Settings IP address, subnet mask, and gateway address: settings for the use in TCP/IP network environment "Protocol Settings" (P.7) Web Browser Setup Web Applications Version: V5 Clear Cache Upon Closing: No Use Cache: Yes "Web Browser Setup" (P.8) Set as follows when using the Authentication feature. Items Required Settings Refer to Login Type Login Type: [Login to Local Accounts] or [Login to Remote Accounts] User registration "Login Type" (P.8) Access Control Device Access: [Locked] "Access Control" (P.8) Important When [Login Type] is set to [Login to Remote Accounts] and [Authentication System] is not set to [Authentication Agent], any service access restrictions are not applied for the services included in this package. In this case, all of those services are available even if the use of copy or scan is restricted. "Custom Menu" is unavailable when [Login Type] is set to [No Login Required] and both of the IC Card Reader (sold separately) and the IC Card Reader (optional) are connected to the machine. For information on each item, refer to the Administrator Guide provided with the machine. Rebooting the machine may be required depending on the settings. When a message is displayed on the screen, follow the message and reboot the machine. SOAP Port 1 Select [SOAP] in [Port Settings] under [System Settings] > [Connectivity & Network Setup], and then select [Change Settings]. 2 Select the following values for each item: [Port Status]: [Enabled] [Port Number]: [80] 3 Select [Close] repeatedly until the [Tools] screen is displayed. 4 To exit [Tools], select [Close]. Protocol Settings 1 Select [TCP/IP - Network Settings] in [Protocol Settings] under [System Settings] > [Connectivity & Network Setup], and then set an IP address, subnet mask, and gateway address (settings for the use in TCP/IP network environment). 2 Select [Close] repeatedly until the [Tools] screen is displayed. 3 To exit [Tools], select [Close]. 7

8 Before Installation Web Browser Setup Login Type 1 Select [Web Applications Version] in [Web Browser Setup] under [System Settings], and then select [Change Settings]. If [Web Browser Setup] is not displayed, passcode entry for software options is required. For information on passcode entry, refer to "Supported Models and Passcode for Software Options" (P.23). 2 Select [V5], and then select [Save]. 3 Select [Clear Cache Upon Closing], and then select [Change Settings]. 4 Select [No], and then select [Save]. 5 Select [Use Cache], and then select [Change Settings]. 6 Select [Yes], and then select [Save]. 7 Select [Close] repeatedly until the [Tools] screen is displayed. 8 To exit [Tools], select [Close]. 1 Select [Login Type] in [Authentication] under [Authentication / Security Settings]. 2 Select [Login to Local Accounts] or [Login to Remote Accounts], and then select [Save]. 3 For [Login to Local Accounts], each user s information must be registered. Select [Create / View User Accounts] in [Authentication] under [Authentication / Security Settings]. For [Login to Remote Accounts], skip to Step 9. 4 Select a user displayed as [<Available>], and then select [Create / Delete]. 5 Enter a User ID and select [Save]. 6 Select [User Name], enter the name and select [Save]. 7 Make settings for other items if necessary, and then select [Close]. 8 Repeat Step 4 to 7 to register Custom Menu users. 9 Select [Close]. 10 To exit [Tools], select [Close]. Access Control 1 Select [Device Access] in [Access Control] under [Authentication / Security Settings] > [Authentication]. 2 Select [Locked], and then select [Save]. 3 Select [Close] repeatedly until the [Tools] screen is displayed. 4 Select [Close]. Rebooting is required for some settings. in such cases, follow the onscreen instructions. 8

9 Before Installation SSL / TLS Settings in CentreWare Internet Services Custom Menu installation/uninstallation requires HTTP SSL / TLS communication between a network-connected computer and the machine. Follow the steps below to enable HTTP SSL / TLS communication. 1 Start a web browser. 2 Enter the machine's IP address into the address box on the browser, and then press the <Enter> key. The connection to CentreWare Internet Services is established. During connection/operation, a pop-up screen for user ID/passcode entry may appear. In this case, enter the System Administrator s user ID/passcode and click [OK]. 3 Select the [Properties] tab to click [Security] > [Machine Digital Certificate Management], and then click the [Create New Self Signed Certificate] button. XPS stands for XML Paper Specification. 4 Click [Apply]. 9

10 Before Installation 5 After completing update, refresh the web browser. 6 Select the [Properties] tab to click [Security] > [SSL / TLS Settings], and then select the [Enabled] check box for [HTTP - SSL / TLS Communication]. 7 Click [Apply]. 8 When the web browser shows the machine reboot message, click [Reboot Machine]. 9 Click [OK] on the confirmation pop-up. The machine reboots and the settings are enabled. 10

11 Installation Procedures Installation Procedures This section describes how to install this package on the machine. During machine operation or jobs in progress, installation process cannot be started. During installation process, a message "The machine is currently connected to an external equipment. Do not power off the machine." and the Services Home screen are displayed in turns on the machine's control panel. The installation may be suspended when the following situations occur while the Services Home screen is displayed: - The machine's control panel is operated. - Smart WelcomEyes detects human presence. When the installation is suspended, select the [Reinstall to devices with errors] checkbox and then click [Reinstall] on the displayed screen. You can install this package again from the installation screen. 1 Save the installer on your computer. To obtain the installer, contact our Customer Support Center. 2 Decompress the file (.zip) and double-click the exe file in the installer. 3 Click [Next]. The [Open file - Security warning] pop-up screen may appear. In this case, click [Run] to continue. 4 Enter the IP address or hostname of your machine, the System Administrator's user ID for [Username], and the System Administrator s passcode for [Password], and then click [Add]. Example of IP address: To install this package on another machine in succession, repeat this step. Click [Export] to save the setting information in CSV format. And click [Import] to import the saved CSV file. 11

12 Installation Procedures 5 After completing the IP address entry, click [Next]. 6 Select [Install] and then click [Next]. 7 Click [Install]. It may take several minutes until the installation process completes 12

13 Installation Procedures 8 Click [Next]. 9 Click [Finish]. Refer to "Installation Result Confirmation" (P.13) and confirm that the installation has been succeeded. Installation Result Confirmation Follow the procedures below to confirm whether this package is installed properly on your machine or not. 1 Enter the Authentication mode when you use the Authentication feature. 1) Press the <Log In/Out> button on the control panel. 2) Enter an User ID with the numeric keypad or the keyboard displayed on the screen, and select [Enter] to login. When a passcode is required, select [Next] and enter the passcode. To log in with IC card, hold the card over the IC Card Reader (optional) on the machine. 13

14 Installation Procedures 2 Press the <Services Home> button on the control panel and check if the "Custom Menu" screen appears. When the "Custom Menu" screen does not appear, check if the necessary environment settings are properly set for your machine. For information on the environment settings, refer to "Environment Settings for Custom Menu" (P.7). When your machine does not support the Fax service, [Fax] is not displayed. The buttons displayed following [Fax] move to the previous position one by one. [Private Charge Print (Print All)] and [Private Charge Print (Simlpe Check)] are not displayed on the default "Custom Menu" screen. When these Private Charge Print services are used, add service buttons by referring to "Custom Menu Settings" (P.17). Moreover, in order to use the Private Charge Print service, the setting is needed. For information on how to set the Private Charge Print, refer to the Administrator Guide. We recommend you to delete the buttons of unavailable or unnecessary services. For information on how to delete buttons, refer to "Deleting service buttons" (P.18). 14

15 Uninstallation / Version Upgrade Procedures Uninstallation / Version Upgrade Procedures This section describes how to uninstall or upgrade this package on the machine. Uninstallation deletes all the services contained in this package and the "Custom Menu" settings for all users. 1 Double-click the exe file of the installer on your computer. 2 Click [Next]. 3 Enter the IP address or hostname of your machine, the System Administrator's user ID for [Username], and the System Administrator s passcode for [Password], and then click [Add]. Example of IP address: To uninstall or upgrade this package on another machine in succession, repeat this step. Click [Export] to save the setting information in CSV format. And click [Import] to import the saved CSV file. 4 After completing the IP address entry, click [Next]. 15

16 Uninstallation / Version Upgrade Procedures 5 Select [Reinstall] for version upgrade, or [Remove] for uninstallation, and then click [Next]. When you select [Reinstall], "Custom Menu" settings of each user are not deleted. The settings such as the service button arrangement, the default value for each screen, created One-touch Application, or the history of used addresses are taken over by the new version. Click [About] to see the version of the installer. The version of the installer and that of the services contained in this package vary. For information on how to check the version of the services contained in this package, refer to Easy UI Solution 2.1 User Guide. 6 Click [Reinstall] for version upgrade, or [Remove] for uninstallation. It may take several minutes until the process completes. 7 After the confirmation screen appears, click [Next]. 8 Click [Finish]. The display of the "Custom Menu" screen or the service buttons included in this package may remain even after the uninstallation. In this case, display another screen temporarily to update the display by switching to a different page of the "Custom Menu" screen or selecting any service button. Reboot the machine after upgrading to reflect the change absolutely. 16

17 Before Use of Each Service Before Use of Each Service This section describes the necessary settings before using each service included in this package. Custom Menu Settings The default service buttons are displayed on the "Custom Menu" screen after installation of this package. Add the service buttons to use other services included in this package. The service buttons unavailable for your machine may be displayed in the default state. We recommend you to delete the buttons of unavailable or unnecessary services. To display the services included in this package such as [Easy Copy] or [ScanAuto] on the Services Home screen without using the "Custom Menu" screen, you need to change the settings on "Custom Menu". For more information, refer to "When Not Using Custom Menu" (P.21). For more information on how to operate "Custom Menu", refer to Easy UI Solution 2.1 User Guide. Adding service buttons Up to 32 service buttons (8 buttons per 1 page, up to 4 pages) can be displayed on the "Custom Menu" screen. When 32 buttons are already registered, delete unnecessary buttons and then add new ones. For information on how to delete the service buttons, refer to "Deleting service buttons" (P.18). 1 Press the <Log In/Out> button on the control panel. 2 Enter the System Administrator s user ID with the numeric keypad or the keyboard displayed on the screen, and select [Enter]. When a passcode is required, select [Next] and enter the System Administrator s passcode. 3 Select the [ ] (Setting Menu) button on the "Custom Menu" screen. 4 Select [Add Service / Application]. 17

18 Before Use of Each Service 5 Select the service to be added on the "Custom Menu" screen. 6 Select [Save]. You can select multiple applications at one time. When you select a service that is already displayed on the "Custom Menu" screen, two same buttons will be displayed. WSD stands for Web Services on Devices. The added button is displayed on the initial position within the blank area. Deleting service buttons 1 Press the <Log In/Out> button on the control panel. 2 Enter the System Administrator s user ID with the numeric keypad or the keyboard displayed on the screen, and select [Enter]. When a passcode is required, select [Next] and enter the System Administrator s passcode. 3 Select the [ ] (Setting Menu) button on the "Custom Menu" screen. 4 Select [Edit Menu]. 18

19 Before Use of Each Service 5 Select the service button to be deleted. 6 Select [Delete]. 7 Select [Yes]. 8 Select [Exit]. Environment Settings for Each Service ScanAuto The following settings are needed to use some services in addition to the settings to use "Custom Menu". For information on the detailed procedures of each setting, refer to the Administrator Guide provided with the machine. For information on the environment settings to use "Custom Menu", refer to "Environment Settings for Custom Menu" (P.7). Enable Java Script on the web browser. HTTP Connection Setting Select [Enabled] for [Internet Services - Port Status] under [System Settings] > [Connectivity & Network Setup] > [Port Settings] > [Internet Services (HTTP)] on the [Tools] screen. Setting Select [Enabled] for [Send - Port Status] under [System Settings] > [Connectivity & Network Setup] > [Port Settings] > [ ] on the [Tools] screen. Configure an IP address, subnet mask, and gateway address (settings for the use in TCP/IP network environment) on [TCP/IP - Network Settings] under [System 19

20 Before Use of Each Service Easy Store to Folder Settings] > [Connectivity & Network Setup] > [Protocol Settings] on the [Tools] screen. Configure the machine's address and the host name on [Machine's Address / Host Name] under [System Settings] > [Connectivity & Network Setup] on the [Tools] screen. Select [SMTP] or [POP3] for [Protocol to Receive ] under [System Settings] > [Connectivity & Network Setup] > [Other Settings] on the [Tools] screen. Configure the SMTP server setting on [SMTP Server Settings] under [System Settings] > [Connectivity & Network Setup] > [Outgoing / Incoming Settings] on the [Tools] screen. When using POP3 for the protocol to receive , configure the POP3 server setting on [POP3 Server Settings] under [System Settings] > [Connectivity & Network Setup] > [Outgoing / Incoming Settings] on the [Tools] screen. Setting for Authenticated Users When the Authentication feature is used, register the users to use this service and their addresses. Registering Available Folders When the Authentication feature is used, check that: Either the folder generated by each Authenticated User or the folder that requires no passcode generated by the System Administrator is registered. When the Authentication feature is not used, check that: The folder that requires no passcode generated by the Local Users or the System Administrator is registered. Private Charge Print (Print All) All folders are displayed for the System Administrator. This service is available only when the Authentication feature is used. For more information on the Authentication feature, refer to "Environment Settings for Custom Menu" (P.7). This service is unavailable when [No Login Required] is selected for [Login Type] and both of the IC Card Reader (sold separately) and the IC Card Reader (optional) are connected to the machine. Private Charge Print Setting Select [Save as Private Charge Print Job] for [Receive Control] under [Authentication / Security Settings] > [Authentication] > [Charge / Private Print Settings] on the [Tools] screen. Private Charge Print (Simple Check) This service is available only when the Authentication feature is used. For more information on the Authentication feature, refer to "Environment Settings for Custom Menu" (P.7). This service is unavailable when [No Login Required] is selected for [Login Type] and both of the IC Card Reader (sold separately) and the IC Card Reader (optional) are connected to the machine. Private Charge Print Setting Select [Save as Private Charge Print Job] for [Receive Control] under [Authentication / Security Settings] > [Authentication] > [Charge / Private Print Settings] on the [Tools] screen. 20

21 Before Use of Each Service When Not Using Custom Menu Installing this package displays the "Custom Menu" screen in place of the Services Home screen. Follow the procedures below to display the service buttons included in this package such as [Easy Copy] or [ScanAuto] on the Services Home screen. Uninstallation of this package deletes all the services contained in Easy UI Solution 2.1 and the "Custom Menu" settings for all users. The One-touch Applications created by each user and the service buttons created in [Copy Application] cannot be used on the Services Home screen. 1 Press the <Log In/Out> button on the control panel. 2 Enter the System Administrator s user ID with the numeric keypad or the keyboard displayed on the screen, and select [Enter]. When a passcode is required, select [Next] and enter the System Administrator s passcode. 3 Select the [ ] (Admin Settings) button on the "Custom Menu" screen. 4 Select [When Services Home is Pressed]. 5 Select [Display Services Home]. 6 Select [Close]. 7 Add the favorite service buttons on [Services Home] under [Tools] > [System Settings] > [Common Service Settings] > [Screen / Button Settings]. For more information, refer to the Administrator Guide provided with the machine. 8 Select [Close]. 21

22 Index Index A Access Control...8 adding service buttons...17 C Custom Menu...3 D deleting service buttons...18 E Easy Copy...3 Easy Store to Folder...4 Easy UI Solution environment settings (Easy Scan to Folder)...20 environment settings (Private Charge Print (Print All))...20 environment settings (Private Charge Print (Simple Check))...20 environment settings (ScanAuto)...19 environment settings for Custom Menu...7 Protocol Settings... 7 S ScanAuto... 3 SOAP Port... 7 SSL/TLS Settings... 9 supported models... 5, 23 supported operating systems... 5 system requirements... 5 U uninstallation V version information version upgrade W Web Browser Setup... 8 when not using Custom Menu I installation...11 installer...11 L Login Type...8 O One-touch Application...4 P passcode for software options...6, 23 Private Charge Print (Print All)...4 Private Charge Print (Simple Check)

23 Supported Models and Passcode for Software Options

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