DocuPRO Embedded Client for Xerox Installation Guide Product Version: 7.0 Version of this manual: 7.0.9 © 2014 Inepro B.V. All rights reserved DocuPRO Embedded Client for Xerox The most efficient embedded solution Congratulations on selecting an Inepro Solution. We are certain you will be pleased with your purchase of one of the finest solutions of the market. We want to help you get the best result out of your Inepro Solution and to operate in an efficient manner. This manual contains information on how to do that; please read it carefully. Due to continuous product improvements this manual is subject to changes without notice. We strongly recommend you read the license agreement to fully understand its coverage and your responsibilities of ownership. Your Inepro buisiness partner is dedicated to your satisfaction and will be pleased to answer your questions and your concerns. Best wishes, Inepro BV. DocuPRO Embedded Client for Xerox All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, taping, or information storage and retrieval systems - without the written permission of the publisher. Products that are referred to in this document may be either trademarks and/or registered trademarks of the respective owners. The publisher and the author make no claim to these trademarks. This product has been developed using Xerox Corporation proprietary embedded architecture or other proprietary Xerox products. This document includes information which has been provided by Xerox Corporation, and such information is © Xerox Corporation or its licensors. Copying in whole or in part of the Xerox information without permission of Xerox is prohibited, except to the limited extent permitted by mandatory applicable law. While every precaution has been taken in the preparation of this document, the publisher and the author assume no responsibility for errors or omissions, or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it. In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document. Version 7.0.9 created: October 2014 in Nieuw-Vennep, The Netherlands Publisher Inepro B.V. Managing Editor K. de Graaf Technical Editors R. Post Cover Design H. Wagenaar K. de Graaf Team Coordinator R. Groen Production Inepro B.V. Table of Contents 2 4 6 8 12 Introduction Requirements Networking/Firewall Configuration Installation Configuration 1 Auto configure ........................................................................................................................................................ MFP’s 12 2 MFP Configuration ........................................................................................................................................................ 18 System ....................................................................................................................................................................................................... Timeout 18 Confirmation ....................................................................................................................................................................................................... / Error Reports 19 Secure ....................................................................................................................................................................................................... Access 20 Web ....................................................................................................................................................................................................... Services 22 3 Check........................................................................................................................................................ MFP Settings 22 Enable ....................................................................................................................................................................................................... SSL 23 Network ....................................................................................................................................................................................................... Accounting 23 Lock ....................................................................................................................................................................................................... All Applications 25 Set ....................................................................................................................................................................................................... Default Application 26 Secure ....................................................................................................................................................................................................... Access 26 Business Server Settings Appendix I Version 7.0.9 Inepro B.V. 28 32 http://www.inepro.com Introduction I Part Introduction Introduction Extensible Interface Platform (EIP) is a platform on which developers can create an application that can drive the copier, scan and print functions. DocuPRO embedded client for Xerox can release print jobs, copy and scan, and will register and optionally enforce payment for those functions. The DocuPRO client for Xerox embedded system has a number of basic functions: § Print § Copy § Scan The main focus of the system is a payment and accounting system for the basic machine functions and provide a print release option for the Inepro DocuPRO system. In order for this to work the system prevents the machines to be used freely until a user is logged in. It also records all the transactions a user does until the user logs out and store these to a central server 2 - DocuPRO Embedded Client for Xerox Requirements II Part Requirements Requirements § The Xerox MFP’s must have the “Xerox Secure Access” authentication method and the “Network Accounting” method installed. You may need to contact Xerox to enable these functionalities. § Ensure that the Xerox MFP’s are connected to the network. § Have the network addresses of the Xerox MFP’s available. It is recommended that the MFP’s are configured with a static IP. § Have the network address available of the system running the Inepro Business Server. § Ensure your DocuPRO version is 7.0.14 or higher. § Ensure your Xerox EIP (Extensible Interface Platform) version is 2.0 or higher 4 - DocuPRO Embedded Client for Xerox Networking/Firewall Configuration III Part Networking/Firewall Configuration Networking/Firewall Configuration Ensure that your networking/firewall configuration allows port 10056 for inbound TCP connections from the Xerox MFP’s. Make a rule, select port. Click . Enter the port number (10056) and click 'Next'. Choose 'Allow Connection' and click 6 - DocuPRO Embedded Client for Xerox Installation IV Part Installation Installation Start setup.exe (not the msi file!) to begin the installation process. Follow the instructions on screen to begin installing DocuPRO Embedded Client for Xerox. You will be prompted to install Microsoft WSE 3.0, Ultidev WebServer and .Net 4.0 if not installed already. Continue the installation by clicking Continue the installation by clicking 8 - DocuPRO Embedded Client for Xerox . Confirm the installation by clicking . Choose your installation folder, recommended is that you leave this default. Continue the installation by clicking . Version 7.0.9 - 9 Installation Finish the installation by clicking 10 - DocuPRO Embedded Client for Xerox Configuration V Part Configuration Auto configure MFP’s UltiDev Web Server settings 1. When the installation is completed start the UltiDev Web Server Explorer. Check if the iXeroxEmbedded application is running. 2. Next go to the Network Addresses tab 3. Add a SSL Listen Address at port 10056 (Click 'Create a new certificate'). 4. A new window opens. 12 - DocuPRO Embedded Client for Xerox 5. Create a self-assigned test certificate. 6. Select or type 'localhost', click 7. Select certificate, click 8. Fill out the port number, click . . . Version 7.0.9 - 13 Configuration 9. Click Save config changes. 10.When the application is running again, browse to https://localhost:10056/iXeroxEmbedded or click this shortcut on the desktop: . 11.Fill in the Business server IP or host name and log in with your Inepro Manager staff authentication (username and password). A Inepro authentication must have been created in the Inepro Manager, please refer to the Inepro Back Office Manager for instruction on creating authentication accounts in the Inepro Back Office Manager. 12.Click login to continue. 14 - DocuPRO Embedded Client for Xerox 13.At this page configurations can be made. It will also enabe configuration of the MFP’s automatically and will install the Inepro embedded application on the devices. 14.Specify the preferred language that should be displayed on the machines. If this is left on auto, it will use your browser language. 15.Fill out the IP or Hostname where the Inepro business server is installed and if SSL is enabled. (This is enabled at default). 16.List all Xerox MFP IP’s which should have the Inepro embedded application installed, separated by comma. (Example 192.168.1.1, 192.168.1.2, etc. ). 17.Fill out the admin username and password of the MFP’s. If this differs per device it must be configured separately. 18.If debugging, debug logging should be enabled, otherwise leave the checkbox empty. 19.When everything is ready click 'Configure'. 20.Now all the MFP’s will almost completely be configured automatically. Some settings must be set manually, this will be done in the MFP configuration section 18 . See Check MFP Settings 22 to validate the essential settings. Version 7.0.9 - 15 Configuration 16 - DocuPRO Embedded Client for Xerox 21.If everything went well the previous screen should be seen. If errors are shown, please configure the afflicted MFP's manually using the MFP web interface as shown in Check MFP Settings 22 . 22.If the message above is displayed, please start the IP Notification service manually. Version 7.0.9 - 17 Configuration 23.Please check the MFP. The MFP’s should now have the following lock screen or something similar depending on the device Mandatory MFP Settings These steps must be followed to ensure a correct installation of the MFP for the DocuPRO embedded client for Xerox. The specific steps, screen layouts and button/label names can differ between device models. However the general process is the same for all supported devices. The following options need to be configured: § § § § System Timeout Confirmation / Error reports must be disabled Secure Access Web Services Login to the web browser admin panel via the MFP IP adress and then go to the properties tab System Timeout Set System Timeout to the maximum setting At the 'services' section: - Got to 'Security > System Timeout' § Set Touch User Interface System Timeout at the maximum setting (usually 60 minutes). This is done to insure that the setting is in effect managed by the Inepro Business Server, (setting CustomerLogoffTimeout). This is set by default at 120 seconds (2 minutes) See section CustomerLogoffTimeout at the Business Server Settings 18 - DocuPRO Embedded Client for Xerox 28 Turn Off Confirmation / Error Reports Services At the 'services' section: - Printing > General § Set Print Banner Sheets to No and Print Error Sheets to Disable. - Work flow Scanning > General Settings § Set Configuration Sheet to Off. Version 7.0.9 - 19 Configuration - Email > Setup > General § Set Configuration Sheet to Off Secure Access At Login/Permissions/ Accounting • Login Methods - Make sure Xerox Secure Access is selected. If not click the edit button and select it from the list. 20 - DocuPRO Embedded Client for Xerox When enabled click Xerox Secure Access Setup and in the next screen click Manually Override Settings. Make sure: • The Path is /iXeroxEmbedded/Service.asmx - The IP of the server where the embedded is installed is correct and the port is 10056. • At Device Log In Methods Xerox Secure Access Device + alternate on-screen authentication method is selected. - This will enable the user to login manually at the device's touch panel. • At Accounting Information (Requires Network Accounting) Automatically apply Accounting Codes from the server is selected Version 7.0.9 - 21 Configuration Web Services At Printing • Printing Web Services - Make sure all services are enabled Check MFP Settings Please follow these steps to validate that everything during the automatic configuration went ok. If there where errors during the automatic configuration please also follow these steps. The specific steps, screen layouts and button/label names can differ between device models. However the general process is the same for all supported devices. The following options need to be configured: § § § § § § A Certificate must be present SSL must be enabled Network Accounting must be enabled All applications must be locked The default application should be Inepro DocuPRO Secure Access must be enabled with the correct information Login to the web browser admin panel via the MFP IP adress and then go to the properties tab 22 - DocuPRO Embedded Client for Xerox Enable SSL At Connectivity • Setup - HTTP § Make sure a certificate is present and Force Traffic over SSL is checked to Yes Network Accounting At Login/Permissions/ Accounting • Accounting Method - Make sure Network Accounting is selected. If not click the edit button and select it from the list. Version 7.0.9 - 23 Configuration Make sure the Accounting Workflow for Copy and Scan jobs is selected to Pre-Authorization and Capture Usage and the rest Capture Usage. And the Job Limits Settings is the correct url: https://IP:10056/iXeroxEmbedded/DocuPRO/JBA/JobLimits/JobLimitsAppServer.asmx 24 - DocuPRO Embedded Client for Xerox Lock All Applications At Login/Permissions/ Accounting • User Permissions - Click edit at User Permission Roles § Click edit at Non-Logged-In-User § Click the Services & Tools tab § Make sure the Restrict access to all Services and Tools option is checked Version 7.0.9 - 25 Configuration Set Default Application At General Setup · Entry Screen Defaults o Make sure Inepro DocuPRO is selected at Services and at Default Walkup Screen Secure Access See Secure Access settings in MFP Configuration 26 - DocuPRO Embedded Client for Xerox 18 Business Server Settings VI Part Business Server Settings Business Server Settings Here a list of setting relevant to the Inepro Client for Xerox can be found. Settings relevant to the DocuPRO Embedded Client for Xerox: Setting Description AllowCustomerPasswordChange AutomaticFunctionSelection Allows the user to change his password at the setting screen. Allow modifications of print jobs (color, amount, cost centre, etc). Allow to register a blank card to the logged in customer at the settings screen. PRINT_COPY_SCAN, PRINTRELEASE, PRINT_COPY, COPY. Show or, if there is only one option, go to the selected option and disable the rest. If there are print jobs go straight to the print screen. Setting Description AllowJobPropertyModification AllowTagRegistration ApplicationMode CostcenterEntryField CostcenterSelectMode CurrencyDecimals CurrencyDecimalSeparator CurrencySymbol CurrencySymbolPrefix CustomerLogoffTimeout DefaultApplication Description EnableColorScan EnablePrintJobPreviews EnableScan EnableScanToFolder EnableScanToMail FTPScanPort FTPScanServer Show (auto)color scan option. Show print jobs previews on print details screen. Enable scan functionality. Enable ScanToFolder option. Enable ScanToEmail option. ScanToX port. Default (empty) is port 21. ScanToX IP. Default (empty) is business server IP. Setting Description LogOffAfterPrint Logoff customer after a printjob is released. Maximum number of cost centres in the list, else go to the keyboard search screen first. MFP admin password to login as admin at the device. MFP admin username to login as admin at the device. Minimum balance to be allowed to print, copy or scan. Minimum password length to change password or create a new tag registration. MFPAdminPassword MFPAdminUserName MinBalance MinimumPasswordLength * * Reserved for future use SHORTNAME, CODE. Show the cost centre longname + code instead of only the longname. SELECT, SEARCH. When SEARCH is selected show the keyboard instead of the cost centre list screen. Number of currency decimals after the separator. Separator in currency. €, $, etc. for/after currency. Prefix or postfix the currency symbol. The idle time (in seconds) a user has before he/she will be logged out. Default = 120 sec. Pull print, Scan to me, Copy. Go straight to the print, copy or scan screen. Setting MaxCostcentersInSelection Reserved for future use 28 - DocuPRO Embedded Client for Xerox Reserved for future use Reserved for future use Setting Reserved for future use Description SecondTerminalLanguage SupportTagHoldMode SIMPLE, ADVANCED, DIRECT_IPREADER_RELEASE ADVANCED = normal. SIMPLE = print all when print is pressed. DIRECT_IPREADER_RELEASE (business server does this for us) release all print jobs when logging in. PERSONAL_ONLY, BUDGET_ONLY, PREFER_PERSONAL, PREFER_BUDGET, PERSONAL_AND_ASK, BUDGET_AND_ASK, USE_ALL_PURSES. Second language option in Settings screen. Logoff customer when tag is removed. Setting Description PrintingMode PurseSelection TerminalLanguage ThirdTerminalLanguage Usecost centres UseCustomerLanguage Reserved for future use Language of terminal; if UseCustomerLanguage is not TRUE and the manager language is set to Auto. Also language option in Settings screen. Third language option in Settings screen Must use cost centres. If customer doesn't have any, don't allow budget. Use the customer language, if the user has a language and the manager language is set to Auto. Refer to the Inepro Business Server manual for detailed explanation of the functions. Activate Settings Use the 'Force Business Server to use new settings' button to use the new settings Version 7.0.9 - 29 Appendix I VII Part Appendix I Appendix I: DocuPRO Embedded Client for Xerox Release notes Version 7.0 Revision history Version Description Date Author 7.0.4 First release version 7-1-2014 R. Post 7.0.5 Second release version 7-1-2013 R. Post Introduction In these release notes you will find all relevant information regarding this release. Please read these release notes carefully and make sure you understand them. We strongly recommend not to roll out this release of software directly on your working system but to test it first before going live. If you have questions, remarks or if you want to report a problem please send an E-mail to support@inepro.com Disclaimer of warranty Inepro BV makes no representations or warranties, either express or implied, by or with respect to anything in this document, and shall not be liable for any implied warranties of merchantability or fitness for a particular purpose or for any indirect, special or consequential damages. Copyright © 2014, Inepro BV. All rights reserved. "Inepro B.V." and Inepro B.V.’s products are trademarks of Inepro B.V. References to other companies and their products use trademarks owned by the respective companies and are for reference purpose only. Purpose The purpose of the Release Notes is to communicate the major new features and changes in this release of the inepro Back office suite. It also documents known problems and work-around's. Scope This document describes the software release of the DocuPRO embedded for Xerox 7.0 Definitions, Acronyms and Abbreviations iBos = inepro Back office suite; iBom = inepro Back office manager; About this release The version 7 release is the first DocuPRO embedded for Xerox release. This version, version: 7.0 also includes several new features and bug fixes for the reported issues from the previous release. Supported machines All Xerox machines that have EIP 2.0 with a 800x480 screen resolution. 32 - DocuPRO Embedded Client for Xerox Minimum requirements for an Inepro print server (Database running on different server) § § § § § § § Intel Core 2 Duo processor (Intel XEON recommended). Windows Server OS (see above operating systems) 1 GB RAM (2 GB or more recommended) 80 GB free NTFS HDD disk space Print Queues defined as local queues on the server Supported 100 Mbit Ethernet adapter. Display setting 1024 X 768 Requirements: § The Xerox MFP’s must have the “Xerox Secure Access” authentication method and the “Network Accounting” method installed. You may need to contact Xerox to enable these functionalities. § Ensure that the Xerox MFP’s are connected to the network. § Have the network addresses of the Xerox MFP’s available. It is recommended that the MFP’s are configured with a static IP. § Have the network address available of the system running the Inepro Business Server. § Ensure your DocuPRO version is 7.0.14 or higher. § Ensure your Xerox EIP (Extensible Interface Platform) version is 2.0 or higher Legend: (+) Added feature (*) Improved/ changed feature (-) Bug fix + Email jobs now also are handled and registered as scan jobs * Removed customer manual login password from log * Added more info in log at serious exceptions * Skips registerproducts if logging out without customerdata Known bugs and limitations - Added missing Dutch translation for scan/scanning messages. Version 7.0.9 - 33
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