User manual XEROX 6204 - INSTALLATION GUIDE

November 2006 701P45676 Xerox FreeFlow Accxes V12.0 Drivers & Client Software Installation Guide Prepared by: Xerox Corporation Global Knowledge and Language Services 800 Phillips Road 845-17S Webster, New York 14580 ©2006 by Xerox Corporation. All rights reserved. Copyright protection claimed includes all forms and matters of copyrightable material and information now allowed by statutory judicial law or hereinafter granted, including without limitation, material generated from the software programs which are displayed on the screen such as icons, screen displays, looks, etc. Printed in the United States of America. XEROX® and all Xerox product names mentioned in this publication are trademarks of XEROX CORPORATION. FreeFlow Accxes and Synergix Scan System are trademarks of the Xerox Corporation. HP-GL/2 is a trademark of Hewlett-Packard Development Company. Install Anywhere is a registered trademark of ZeroG Software Inc. PostScript is a trademark of Adobe Systems Incorporated. Windows ® XP, and Windows 2000 are registered trademarks of Microsoft Corporation. ® One or more of the fonts listed within this document may be a registered trademark of Morisawa & Company, Ltd. or DYNALAB, Inc. Changes are periodically made to this document. Changes, technical inaccuracies, and typographic errors will be corrected in subsequent editions. ii Xerox FreeFlow Accxes Drivers & Client Software Installation Guide Table of Contents Table of Contents................................................................................................. iii Drivers ..................................................................................................................1 Installing Drivers on a Server.........................................................................1 HP-GL/2 Driver..................................................................................................1 Standard TCP/IP Port Installation ..................................................................1 HP-GL/2 Driver Installation ............................................................................2 Remote Drivers..............................................................................................3 Removal of HP-GL/2 Driver ...........................................................................3 PostScript Driver ...............................................................................................4 Standard TCP/IP Port Installation ..................................................................4 See the instructions that are on page 1. ........................................................4 PostScript Driver Installation..........................................................................4 Remote Drivers..............................................................................................5 Removal of the PostScript Driver...................................................................5 FreeFlow Accxes Client Tools (ACT), the Account Management Tool (AMT), and Microsoft Windows 2003 Server ...........................................................................6 Overview of ACT ...............................................................................................6 Overview of the Account Management Tool......................................................6 Check your protocol before installing ACT, AMT, and/or Microsoft Windows 2003 Server:......................................................................................................7 Configure your network connections: ................................................................7 Installation for Windows ....................................................................................8 From CD-ROM:..............................................................................................8 From the Internet: ..........................................................................................8 Installation for Sun Solaris.................................................................................9 From CD-ROM:..............................................................................................9 From the Internet: ........................................................................................10 Clean Installation.............................................................................................10 Uninstalling ACT & AMT..................................................................................11 Enabling Selection of Finisher Options ...............................................................13 Configure the HP-GL/2 print driver to recognize the finisher: ......................14 Xerox FreeFlow Accxes Drivers & Client Software Installation Guide iii Drivers You can find the driver installation files on the customer CD entitled "Accxes Print Drivers", or they can be downloaded from the www.xerox.com website (Select Support & Drivers. In the Wide Format section select your printer group. Select the Drivers & Downloads link. Select the link of the driver that you wish to install.) Installing Drivers on a Server A Windows 2000 or 2003 server system can have all of the drivers installed locally on it which all of the workstations would require. Each workstation can then install the appropriate driver from the server to make remote drivers. HP-GL/2 Driver These instructions describe how to install the HP-GL/2 printer driver locally on a workstation or server. To install a printer driver on a workstation from a server, see the section in this document entitled "Remote Drivers". The printer driver must be installed on the server locally first, according to the following instructions. Note: Prior to installing this driver, you must remove all previous versions by following the removal instructions. The FreeFlow Accxes HP-GL/2 printer driver is delivered as a self-extracting zip file. Executing this program will extract the files to a default directory or to a directory of the user's choice (e.g. c:\temp). Use Window's Add Printer Wizard to add the printer, as described below. Note: You must have administrator rights to install the driver and ports You can install the HP-GL/2 driver on a standard TCP/IP port from one of the following settings. If you are going to use the Standard TCP/IP Port, install it first, using the directions in the following Standard TCP/IP Port Installation section. Then follow the directions to install the HP-GL/2 driver. The control for Bi-directional is located on the Device Options tab of the Printer Properties. Standard TCP/IP Port Installation 1. Go to the Printers Folder. For Windows 2000: Select Start > Settings > Printers For Window 2003 or XP: Select Start > Control Panel > Printers and Faxes 2. Click on the File Menu. 3. Click on the Server Properties... menu item. 4. Select the Ports tab. 5. Click the Add Port... button. 6. Select Standard TCP/IP. 7. Click the New Port... button. Click Next. Xerox FreeFlow Accxes Drivers & Client Software Installation Guide 1 8. Using the keyboard, enter the Name or IP address assigned to the printer. Click Next. 9. Accept the Device Type=Standard Generic Network Card. Click Next. 10. Click Finish. 11. Click Close. 12. Click Close. HP-GL/2 Driver Installation 1. Go to the Printers Folder For Windows 2000: Select Start > Settings > Printers For Window 2003 or XP: Select Start > Control Panel > Printers and Faxes Double-click on Add Printer. Click Next. 2. Select Local printer. Uncheck "Automatically detect and install my Plug and Play printer. Click Next. 3. From "Use the following port:" Choose the port you created for this printer. Click Next. 4. When asked for the printer manufacturer and model, select the Have Disk... button. Then select the Browse... button and navigate to the directory where the driver has been unzipped and select the .INF file that corresponds to your printer. 5. Select the printer you wish to install and follow the instructions. 6. If the "Use Existing Driver" screen appears, select "Replace Existing Driver" and click Next. 7. If this is a server install, share the printer and give it a share name. 8. Reboot the system. 9. Enable or disable bi-directional support in Device options using the checkbox. The control for bidirectional support is located on the Device Options tab of the Printer Properties. If Enable bidirectional support is checked, the driver will automatically communicate with the printer and set the installed media size, finisher type, and Accxes firmware version. If Enable bidirectional support is not checked, the user must be aware of those settings and make sure the driver settings match the printer settings. (Refer to the Xerox Wide Format FreeFlow Accxes Driver Release Notes for file names and directory structures of the installed driver.) To change the display units, select the printer icon from the Printers Folder. Choose File > Properties. Select the Device Options tab. Change the "Display Units" control to your preference. The currently used Firmware Revision is also listed on the Device Options tab. 2 Xerox FreeFlow Accxes Drivers & Client Software Installation Guide Remote Drivers 1. In the Add Printer Wizard, select "A network printer, or a printer attached to another computer." 2. Choose the appropriate way to connect to the Wide Format printer. 3. Make your selection for whether or not to make this the default printer. 4. Select the Finish button. Removal of HP-GL/2 Driver 1. Go to the Printers Folder: For Windows 2000: Select Start > Settings > Printers For Window 2003 or XP: Select Start > Control Panel > Printers and Faxes 2. Click on the printer icon(s) in the Printers Folder you want to delete and choose File > Delete. 3. From the Printers Folder, choose File > Server Properties. 4. Select the Drivers tab. Select all Accxes drivers in the list, and click the Remove button. 5. Reboot the system. Xerox FreeFlow Accxes Drivers & Client Software Installation Guide 3 PostScript Driver These instructions describe how to install the PostScript printer driver locally on a workstation or server. To install a printer driver on a workstation from a server, see the section in this document entitled "Remote Drivers". The printer driver must be installed on the server locally first, according to the following instructions. The FreeFlow Accxes PostScript printer driver is delivered as a self-extracting zip file. Executing this program will extract the files to a default directory or to a directory of the user's choice. Note: The FreeFlow Accxes PostScript feature needs to be installed on the controller before the PostScript driver can be used. A System Administrator needs to install the PostScript driver. Standard TCP/IP Port Installation See the instructions that are on page 1. PostScript Driver Installation 1. Use Window's Add Printer Wizard to add or upgrade the printer from a previous release: For Windows 2000: Select Start > Settings > Printers For Window 2003 or XP: Select Start > Control Panel > Printers and Faxes 2. Double-click on Add Printer. Click Next. 3. Select Local printer. Uncheck "Automatically detect and install my Plug and Play printer. Click Next. 4. From "Use the following port:" Choose the port you created for this printer. Click Next. 5. When asked for the printer manufacturer and model, select the Have Disk ... button. Then, select the Browse... button and navigate to the directory where the driver has been unzipped and select the .INF file that corresponds to your printer. Click Open. Then click OK. 6. Select the printer model for your operating system and click Next. 7. If the "Use Existing Driver" screen appears, select "Replace Existing Driver" and click Next. 8. Follow the instructions on the screen. 9. If this is a server install, share the printer and give it a share name. 10. Reboot the system after the Add Printer Wizard completes. Refer to the Xerox Wide Format FreeFlow Accxes Driver Release Notes for file names and directory structures of the installed driver. 4 Xerox FreeFlow Accxes Drivers & Client Software Installation Guide Remote Drivers 1. In the Add Printer Wizard, select "A network printer, or a printer attached to another computer." 2. Choose the appropriate way to connect to the Wide Format printer. 3. Make your selection for whether or not to make this the default printer. 4. Select the Finish button. Removal of the PostScript Driver 1. Go to the Printers Folder: 2. For Windows 2000: Select Start > Settings > Printers 3. For Window 2003 or XP: Select Start > Control Panel > Printers and Faxes 4. Click on the printer icon(s) in the printer's folder and choose File > Delete. 5. From the Printers Folder, choose File > Server Properties. 6. Select the Drivers tab. Select all Accxes PostScript drivers in the list, and click the Remove button. 7. Reboot the system. Xerox FreeFlow Accxes Drivers & Client Software Installation Guide 5 FreeFlow Accxes Client Tools (ACT), the Account Management Tool (AMT), and Microsoft Windows 2003 Server Overview of ACT The ACT application runs on a PC or Solaris workstation. The tools enable a user to send print jobs from a PC, to retrieve scanned files over the network, and to save images. Selections made in the Client Tools will temporarily override the default settings of the FreeFlow Accxes Wide Format printers and Scan Systems. Document sets can be created and saved as a single document. The printer queue can be viewed and submitted print jobs can be cancelled. Media usage data can be tracked, when job accounting is enabled, by assigning a User ID and Account ID to the scanned and copied documents. A Scan Directory is also specified before scanning documents. Each of the Client Tools is on a separate tab: Document Submit, Printer Queue, Accounting, Document Retrieve, and Device Manager tabs. NOTE: The Accounting Tab is functional only for versions up to 6.0. It has been replaced by an External Print Server, such as the FreeFlow Accxes Account Management Tool. The Client Tools and the Account Management Tool (AMT) are installed using the Install Anywhere software. The AMT should be installed on a dedicated workstation without other applications being present. After installation, go to the Overview and Quick Start help files to get started using this software. Go to the latest copy of Release Notes to see a description of the new ACT & AMT features. (The ACT-AMT release notes come on the same "Accxes Client Tool & Account Management Tool" CD, which has the ACT-AMT install on it. If you download the ACT-AMT software from the www.xerox.com website, the Release Notes come with the downloaded install zip file.) Overview of the Account Management Tool The AMT application is used to retrieve job accounting data from multiple printers that use FreeFlow Accxes firmware, version 7.0, or greater. The AMT Administrator will issue an AMT command to each printer to retrieve a copy of the media usage data and scanner usage data, which is in the job log file in the printer's controller. The data is defined by Printer ID, Account ID and User ID. The AMT then sends a command to each printer to purge the original data. This application replaces the Accounting Tab functionality of the Client Tools. Warning: The AMT software should be loaded on only one workstation that is password protected, with no other applications loaded on the same workstation. 6 Xerox FreeFlow Accxes Drivers & Client Software Installation Guide The AMT and the ACT software are installed during the same installation process. The installation can be done from the www.xerox.com website, or from a CD. For more information, refer to the AMT Administrators Guide. Note: After installation, go to the Overview and Tutorial help file to help you get started using the AMT. Check your protocol before installing ACT, AMT, and/or Microsoft Windows 2003 Server: Before installing the Client Tools software, you should make sure that you are using the TCP/IP protocol at BOTH your workstation and the printer. (See NOTE below.) Check the protocols that are currently enabled at your workstation. Windows 2000/XP: Right mouse click on My Network Places. Select Properties. Right mouse click on Local Area Connection. Select Properties. If you will be changing protocols from an existing working setup, or setting up a new protocol, you should refer to the instructions provided in the Xerox FreeFlow Accxes System & Web Printer Manager Tool Setup Guide. NOTE: External print servers (such as the Xerox External Print Server), that do not have bidirectional communications, are used for the submission of print jobs only. The other Client Tool features, such as job accounting, the printer queue, and document retrieval will not function. These print servers are recommended for support of non-TCP/IP networking environments only. Configure your network connections: At the printer users interface, or Web Printer Manager Tool, check that the Subnet Mask, IP Address, and Gateway settings are correct. These are needed so that your workstation will be able to communicate with your FreeFlow Accxes compliant scanner and printer. On the Web Printer Manager Tool: select Printer Defaults > Network > TCP/IP. On the printer user interface: select Setup IO Ports > Ethernet TCP/IP > TCP/IP Address, Gateway, and Mask. NOTE: If you are going to install the Client Tools on a network, be sure that the specific drive is mapped (for example, G:\) to which you are going to install the software. Otherwise ACT will be installed to the C drive where an Accxes folder will be created in the Program Files. It is recommended that ACT be loaded locally instead of on the network. If more that one computer will be using the same Client Tools software, each computer must be mapped to the same drive. Both ACT and AMT can be installed from the same installation software. Both are uninstalled at the same time. Xerox FreeFlow Accxes Drivers & Client Software Installation Guide 7 Installation for Windows Warning: The AMT software should be loaded on only one workstation that is password protected, with no other applications loaded on the same workstation. NOTE: The following instructions should also be used for Microsoft Windows 2003 Server. From CD-ROM: 1. Start Windows on your PC. 2. First uninstall any present version of the ACT and AMT software on your PC. 3. Insert the "Accxes Client Tool & Account Management Tool" CD into your CD-ROM drive. Select setup.exe to begin the installation. The Install Anywhere software will load. 4. On the Client Tools screen, select your language. Click OK. 5. If you wish to install the Client Tools only, just click NEXT on the Enter Password screen. The password (AMTPASSWORD) is only needed to proceed with the Account Management Tool installation, to which only the AMT manager should have access. 6. Read the Introduction, License Agreement, and information screens, clicking the Next button to get to the next screen. 7. On the "Choose Install Folder" screen, click on the Choose button to select where you want the software installed. The default is C:\Program Files\ Accxes. Click the Next button. 8. On the "Choose Shortcut Location" screen, select On the Desktop, if you want a Client Tools shortcut to show on your desktop. (Otherwise each time you want to use the software you will need to select Start > Program Files > Accxes > Accxes Tools.) Click the Next button. 9. On the "Choose Install Set" screen, select the Accxes Client Tools button to install just the Client Tools, or select the Accxes Client Tools & Account Management Tool button to install both softwares. Select the Next button. 10. On the Install Complete screen, click the Done button. From the Internet: 1. First uninstall any present version of the software on your PC. 2. Download the Client Tools from the Xerox website as follows. 3. Go to http://www.xerox.com. 4. Choose Support & Drivers. 5. Go to the Wide Format section. 6. Select the hyperlink that refers to your printer type. 7. Under your type of printer, select the Drivers & Downloads link. 8. Select your Operating System and Language. Press the Go button. 8 Xerox FreeFlow Accxes Drivers & Client Software Installation Guide 9. In the Utilities & Applications section, double click on the "Accxes Client Tools (ACT) & Accxes Account Management Tool (AMT) hyperlink." 10. Select the Open or Save button to start the zip file download, which may take an hour. 11. Double click on the downloaded zip file. Extract the files. Double click on the install.exe to start the installation software. 12. Follow the instructions on the screens, as explained in the above section here, entitled "From CD-ROM". Installation for Sun Solaris The following installation procedure is for the Sun Solaris 2.8, 2.9, or 2.10 based environments. Note: If you are using Solaris, you need to download the patches for JVM 1.4.2.06 from the Internet for your version of Solaris. From CD-ROM: 1. Start your Sun Solaris workstation and log on to your desktop. 2. Insert the Accxes Client Tool & Account Management Tool CD into your CD-ROM drive. 3. In a command window, type the following: cd ./setup.bin NOTE: In all cases is the directory where the CD-ROM is mounted. 4. The Install Anywhere software will load. 5. Follow the directions on the screens. 6. On the "Choose Shortcut Location" screen, select where you want the shortcut to be located. On Sun Solaris it cannot be located on the desktop. Click the Next button. 7. On the "Choose Install Set" screen, select the FreeFlow Accxes Client Tools button and Next button. On the Install Complete screen, click the Done button. 8. Remove the Client Tools CD. NOTES: ACT does not support a parallel port on Solaris; therefore it will not be listed on the Device Manager tab. When running the ACT under Solaris version 2.6 and 2.7, the arrow keys will function using the arrow keys on the numeric key pad instead of the keyboard's separate arrow keys. Xerox FreeFlow Accxes Drivers & Client Software Installation Guide 9 From the Internet: To install the application on a Solaris system using a web browser: 1. Start your Sun Solaris workstation and log on to your desktop. 2. Download the FreeFlow Accxes Client Tools from the Xerox website at http://www.xerox.com. (See the instructions in the Windows section of this guide, entitled "From the Internet") 3. Choose the directory to where you want to download the file. 4. Cd to the directory where you downloaded. 5. In a command window, type ./install.bin 6. Follow the instructions on the screen to complete the installation. The installer software will display a banner screen and prompt for an installation directory for ACT and the associated files. 7. To open ACT, go to the directory where it is installed and type AccxesTools. Clean Installation To perform a clean installation of the Client Tools or the Account Management Tool, the applications must be uninstalled and the XES preferences folder must be manually removed. The preferences directory was created while using the previously installed ACT and AMT. The uninstaller does not remove it. The following table describes where the XES preferences directory is located on various platforms. Type of Platform Windows 2000/XP Solaris 2.8-2.10 Location of Act Preferences Directory C:\Documents and Settings\\XES\Act /.XES/Act NOTE: Removal of the directory will cause loss of all ACT user device settings. WARNING: Uninstalling the Account Management Tool will leave the saved AMT data files. However, if you manually delete files, create a backup copy of the saved AMT data files first. It is important to do a manual backup of the AMT database files on a regular basis. The names of the AMTdatabase files are: Accxesjadb.backup, Accxesjadb.data, Accxesjadb.script, Accxesjadb.properties. In the Windows environment, the default location of these data files is C:\Program Files\Accxes\AMTdatabase. For Sun Solaris, the files are located inside the "AMTdatabase" folder that is found in the install directory (i.e. usually the "AccXES" folder.) If you accidentally corrupt or delete the saved AMT data files, they cannot be recovered. Your manually backed up files would then need to be copied into the AMT database folder. 10 Xerox FreeFlow Accxes Drivers & Client Software Installation Guide Uninstalling ACT & AMT Close the ACT software and AMT software before running the uninstall software. Always run the uninstaller from outside the install directories. Uninstalling the ACT software will delete only those files that were installed by the software. Files, images, data, user preferences, etc., that are created by the user or application will remain. The Account Management Tool will also get uninstalled if it is on your work station, but the database files will remain. Windows To uninstall the Client Tools software for Windows 2000/2003/XP: 1. Select Start > Settings > Control Panel > Add/Remove Programs. 2. In the software list, select Accxes. Click the Add/Remove button. 3. The InstallAnywhere Uninstaller screen will come up. Click the Uninstall button. 4. An "Uninstall Complete" message will appear when uninstall is complete. Click the Exit button. NOTE: Uninstaller deletes the current working directory, the Client Tools, and the Account Management Tool software from your PC. 5. You may also want to delete the Act folder, where your files were stored, if you do not need to access them anymore. (See the table in the "Clean Installation section of this document.) Sun Solaris Always run the uninstaller from outside the install directories. If you run the Uninstall_Accxes program within the Accxes/UninstallerData directory on your Sun Solaris, the current Accxes work directory, and the subdirectory that you are in, will get deleted. Normal directory functions also will not work (i.e., ls or cd). To uninstall the Client Tools software: 1. In a command (shell) window, execute the following command: cd /Uninstaller Data/ where is the directory in which you originally placed the ACT application. 2. Then type the command: ./Uninstall_Accxes This will launch the uninstaller. NOTE: Uninstaller deletes the current working directory, the Client Tools, and the Account Management Tool software from your work station. Xerox FreeFlow Accxes Drivers & Client Software Installation Guide 11 You may also want to delete the Act folder where your files were stored if you do not need to access them anymore (/.XES/Act). 12 Xerox FreeFlow Accxes Drivers & Client Software Installation Guide Enabling Selection of Finisher Options A .FIN file is only required when bi-directional communication does not exist to FreeFlow Accxes Client and driver software. NOTE: The printer, controller, and PC need to be on the same network and turned on. The FreeFlow Accxes Client Tools need to be installed. The finisher must be connected to the printer and on so that the executable file can access the folder to create the correct .FIN file. Creating a .FIN file for your FreeFlow Accxes Client Tools to connect to the finisher: 1. Go to http://www.xerox.com. 2. Choose Support & Drivers. 3. Go to the Wide Format section. 4. Select the hyperlink that refers to your printer type. 5. Under your type of driver, select Drivers & Downloads. 6. Select your Operating System and Language. Press the Go button. 7. In the Utilities & Applications section, choose the "Finisher File Creator". Save the zip file to your PC. 8. Open the downloaded .zip file and extract the xesfin.exe file. Save it in the same place where your ACT files are installed. 9. On your PC, start a Command Prompt window by selecting Start > Run > cmd. 10. In the Command Prompt window, change the current directory to be the same as the location of xesfin.exe. The following screen illustrates this (see the arrows). Xerox FreeFlow Accxes Drivers & Client Software Installation Guide 13 11. Enter the following command: xesfin.exe IP_Address folder.fin, replacing "IP_Address" with the IP Address of your printer (in this example, 13.142.199.2). A "successfully created" message will be displayed when the .FIN file is created. 12. Start the FreeFlow Accxes Client Tools. 13. Go to Document Submit Tab > Job Options button > Finishing Tab. 14. Select "Add Folder" in the Folder Type list. 15. On the "Select a Finisher" dialog, locate the .FIN file that you just created and click "OK". 16. The folder will be added to the Folder Type list and can now be selected. The appropriate folder methods for that folder type will be listed in the Folder Method drop down menu. NOTE: Only the last folder that has been added will remain in the Folder Type list between sessions of using the Client Tools. It will also remain after you uninstall and install ACT. Configure the HP-GL/2 print driver to recognize the finisher: If you have a Xerox Wide Format HP-GL/2 printer driver installed on a standard TCP/IP port with bi-directional disabled, you must follow the procedure below to configure the driver to recognize the finisher. 1. Go to the Printers Folder: For Windows 2000: Select Start > Settings > Printers For Window 2003 or XP: Select Start > Control Panel > Printers and Faxes 2. 3. 4. 5. 6. 7. 8. Select the icon for the Xerox Wide Format HP-GL/2 printer and right-click it. Select "Properties". Select the "Device Options" tab. In the "Finisher type" combo box, select "". In the "Open Finisher Description File" dialog, navigate to the location of the .FIN file created above. Select the .FIN file, and click "OK". Click "OK". Use the Finishing controls on the Job tab in Printer Preferences to configure the driver further. 14 Xerox FreeFlow Accxes Drivers & Client Software Installation Guide