PaperCut Xerox Secure Access EIP 2.0+Manual Contents

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PaperCut Xerox Secure Access EIP
2.0+Manual
Important:
The PaperCut Xerox Secure Access EIP 2.0+ Embedded Application is currently released under
an Early Access Program. Please read below before installing in a production environment.
Contents
1
Early Access Program ....................................................................................... 3
2
Overview ........................................................................................................... 5
3
2.1
Consistency: ............................................................................................... 5
2.2
Integration: .................................................................................................. 5
2.3
Rate of development: .................................................................................. 5
2.4
Vendor Neutral: ........................................................................................... 5
2.5
Security: ...................................................................................................... 5
Installation ......................................................................................................... 6
3.1
Xerox Device Compatibility ......................................................................... 6
3.1
Requirements.............................................................................................. 7
3.2
Migrating from EIP 1.0+ to EIP 2.0+ Xerox Devices .................................... 7
3.3
Card Reader support ................................................................................... 8
3.3.1
Network Card Readers ......................................................................... 8
3.3.2
USB Card Readers .............................................................................. 9
3.4
4
Setup Procedure ......................................................................................... 9
3.4.1
Introduction .......................................................................................... 9
3.4.2
Networking/Firewall Configuration ........................................................ 9
3.4.3
Enable the HTTPS/SSL protocol .......................................................... 9
3.4.4
Check SNMP version 2 Configuration ................................................ 10
3.4.5
Create/setup the Xerox device in PaperCut ....................................... 11
3.4.6
Enable and Verify Xerox Secure Access Authentication Settings ....... 12
3.4.7
Verify and Enable Extensible Interface Platform Settings ................... 16
3.4.8
(Optional) Enable network card reader ............................................... 17
3.4.9
(Optional) Additional Network Security ............................................... 18
Post-install testing ........................................................................................... 19
4.1
Test Preparation ....................................................................................... 19
4.2
Scenario 1: Standard copying ................................................................... 20
4.3
Scenario 2: Copying with account selection .............................................. 21
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5
6
4.4
Scenario 3: Print release ........................................................................... 23
4.5
Scenario 4: Scanning and faxing ............................................................... 24
Configuration ................................................................................................... 26
5.1
Device Function ........................................................................................ 26
5.2
Authentication Methods ............................................................................. 26
5.3
Configuring Swipe Card Readers .............................................................. 27
5.4
Single Sign On (SSO) ............................................................................... 28
5.5
Customizing the Header Logo ................................................................... 28
Known Limitations and Security ....................................................................... 29
6.1
No Tracking or Zero Stop for USB Printing ................................................ 29
6.2
No Zero Stop for Faxing ............................................................................ 29
6.3
Fax Tracking ............................................................................................. 29
6.4
User Interface ........................................................................................... 29
6.5
Bypassing the System ............................................................................... 29
6.6
Card Reader support for authentication..................................................... 30
6.7
Job Assembly not supported by default ..................................................... 30
6.7.1
7
2014-06-13
Turning Off Job Limits’ Preauthorization ............................................. 30
Advanced Configuration .................................................................................. 32
7.1
Config Editor ............................................................................................. 32
7.2
Setting an explicit PaperCut Server Network Address ............................... 35
8
How it works .................................................................................................... 36
9
FAQ & Troubleshooting ................................................................................... 37
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This manual covers the setup of Xerox Secure Access EIP 2.0+. For general
PaperCut MF documentation, please see the PaperCut MF manual.
1
Early Access Program
The PaperCut Embedded software for Xerox EIP 2.0+ Multi-Function Printers is
being released under an early access program. It has been extensively tested by
PaperCut and there is a high level of confidence in its quality and readiness for
general customer release. However it is impossible for us to test all possible
scenarios that will occur across our very large customer base and we seek the
assistance of our customers and partners to help ensure a high quality rollout. In the
first instance we are asking customers to:

Be aware that some issues may exist in the software

Work with PaperCut to quickly address issues if they occur
PaperCut require any customers installing the software into production during this
period to complete the early access form below and return the form to
premium.support@papercut.com.
During the early access period you should check the following PaperCut Knowledge
Base article discussing any known issues both before install, and periodically
thereafter: http://www.papercut.com/kb/Main/KnownIssuesXeroxEIP2Embedded
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PaperCut Early Access Program
PaperCut Software makes available first-release software to selected customers
under an Early Access Program. Early access testing forms an important part of
PaperCut’s quality assurance procedures by providing an opportunity to validate
software/hardware behavior in real-world computing environments early in product
lifecycle. By participating in the Early Access Program you’ll gain:



Early access to emerging technologies.
Ability to influence the software’s future development direction.
Direct access to PaperCut’s key developers for support and assistance.
As an Early Access Tester you should be willing to:



Share your in-the-field experiences with the PaperCut development team.
Be willing to install patches or hotfixes when/if problems are encountered.
Be generally accepting of the occasional software bug! The “real world” type
of bugs that often slip past an artificial lab test environment.
To gain access to the Early Access Program please complete this form, sign and
return a scanned copy to premium.support@papercut.com .
Technology/Feature of
Interest:
Xerox Secure Access EIP 2.0+ Embedded App
Organization Name:
Country & State:
First Name:
Last Name:
Position:
Email:
Phone:
Contact Hours:
I acknowledge that by participating in the PaperCut Early Access Program I will be
running first-release or possibly immature software.
Sign: …………………………………………………
Date: ………………………….
Name (print): …………………………………………….
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2 Overview
This manual provides an overview of the installation, configuration and operation of
PaperCut’s embedded software MFD (Multi-Function Device) solutions. Today’s
MFDs are smarter – they have touch screens and offer the ability to run applications
directly on the device. The goal of the PaperCut Software’s embedded MFD solution
is to leverage these smart devices and to provide walk-up copier users with the same
set of rich application features provided in the print control area. These include:





End user authentication including integration with single sign-on environments
Monitoring and control of photocopying, scanning and faxing (quotas,
charging, allocation and logging)
Allocation of copying, scanning and faxing to accounts/departments/costcenters/projects
Release jobs from a hold/release queue (secure printing)
Group based access control: Limit access to the device to members of
selected user groups.
Highlights of the embedded solution include:
2.1 Consistency:
The embedded solutions are developed in-house by the PaperCut Software
development team. This ensures that the copier interface is consistent with the
workstation print interface, meaning users only have to learn one system.
2.2 Integration:
PaperCut is a single integrated solution where print, internet and copier control are all
managed in the one system. Users have a single account and administrators have
the same level of reporting and administration for all services. The embedded
solution interacts with the PaperCut server using a Service Oriented Architecture
(SOA) and web services based protocols.
2.3 Rate of development:
PaperCut is developed under a release-often policy where new features are made
available to users as soon as they are complete. Unlike hardware based solutions,
new versions can be delivered to users regularly as software updates.
2.4 Vendor Neutral:
PaperCut remains true to its vendor neutral stance. All embedded solutions are
equal and support all server OS’s including Windows, Linux and Mac.
2.5 Security:
A large percentage of PaperCut’s user base operates in the Education environment
where security is integral. All embedded solutions are developed with security in
mind. Any security objectives that cannot be satisfied are fully disclosed.
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3 Installation
This section covers the installation of the PaperCut embedded application for
compatible Xerox devices. The embedded application will allow the control, logging
and monitoring of walk-up off-the-glass MFD usage and may also serve as a print
release station for network prints (for information on just tracking network printing see
the PaperCut user manual).
3.1 Xerox Device Compatibility
This document covers the PaperCut Xerox Secure Access EIP 2.0+ embedded
solution. This solution supersedes the older Secure Access solution and is
recommended for all devices that support the Extensible Interface Platform (EIP)
version 2.0 or higher.
EIP includes the Xerox Secure Access feature, which allows the PaperCut server to
authenticate users at the MFP device. It also includes a Job Limits feature, which
allows PaperCut to more strictly enforce print quotas.
The PaperCut Xerox EIP 2.0+ solution includes:




Full screen interface for Print Release – allowing individual print jobs to be
viewed and released.
Full screen interface for Account Selection – allowing accounts to be selected
from a list, by search string, or by code.
“Zero Stop” enforcement of copy and scan operations using the Job Limits
feature of EIP2.
Easier device setup and configuration
PaperCut implements Zero Stop for Copy and Scan jobs to prevent users from
overrunning their available credit.
Zero Stop works using the Job Limits feature Xerox introduced in EIP2. Each job is
pre-authorized with the PaperCut server which determines whether or not the job
should proceed based on the cost and the associated account balance. When
initiating each job the Xerox panel will show an “authorizing the job” message. If
PaperCut does not authorize the job, an error message is displayed and the job will
not start.
Zero Stop is not supported for Fax or USB printing. Some early firmware versions do
not support Zero Stop for Scanning either. (See Section 6, Known Limitations and
Security.)
A list of devices that support EIP can be found on the following web page (click on
the “EIP-capable Hardware” tab section):
http://www.office.xerox.com/eip/enus.html
Examples of EIP 2.0+ capable devices are:







ColorQube 8700/8900
ColorQube 9301/9302/9303
WorkCentre 5735/5740/5745/5755/5765/5775/5790*
WorkCentre 7525/7530/7535/7545/7556
WorkCentre 7830/7835/7840/7855
WorkCentre 5890
WorkCentre 7220/7225
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You can verify whether a particular MFP model supports Job Limits by the presence
of a “Job Limits” configuration setting in the device web interface under Accounting /
Accounting Method.
To track the device usage the Xerox Network Accounting module must also be
enabled (Network Accounting is also known as JBA accounting). The “Network
Accounting” module is often included with the device, but for some devices it is
necessary to have this enabled by your Xerox supplier. Please contact your Xerox
supplier for details.
NOTE: The FujiXerox devices available in the Asia-Pacific region do not support
EIP. These devices can instead make use of the Network Accounting features to
control access to the copier. See the PaperCut Xerox Network Accounting
Embedded manual for information.
NOTE*: The 57xx series mentioned above may require some extra configuration and
have different workflow. One needs to enable “Display Custom Services Selection
Button at the local user interface” under Custom Service Setup. Otherwise one may
see errors complaining about being unable to set the default application. Also, when
hitting the “Use Copier” button from the Print Release page or the Account Selection
page, the user will be returned to the Custom Services page instead of the Home
Services page. The user will need to hit the Home Services page physical button on
the copier instead.
3.1 Requirements
Ensure that the following points are checked off before getting started:






PaperCut is installed and running on your network. Please see the
‘Introduction -> Quick Start Guide’ section of the PaperCut user manual for
assistance.
Your Xerox MFD supports the Extensible Interface Platform version 2.0 or
higher.
Your Xerox MFD has “Network Accounting” installed and enabled including
off-box authentication support. (Network accounting is also known as JBA
accounting.) You may need to contact Xerox to enable this functionality.
You have available the network name and IP address of the system running
PaperCut (e.g. the print server).
The Xerox MFD is connected to the network.
You have available the network address of the Xerox MFD. It is
recommended that the MFD is configured with a static IP.
3.2 Migrating from EIP 1.0+ to EIP 2.0+ Xerox Devices
If you have an existing Xerox device that supports EIP 2.0+ and exists in PaperCut
as an EIP 1.0+ device, then you may want to convert this device into an EIP 2.0+
device in PaperCut. Currently, there is no support for doing this directly in the
PaperCut admin interface. You could take screenshots of the device’s details tabs of:
Summary, Advanced Charging and Filters and Restrictions. Then delete the old EIP
1.0+ device and create the new EIP 2.0+ filling in the details based on your previous
screenshots.
An alternative more advanced method using a command line tool is to change the
device type in the PaperCut database. To do this you will need to do the following
steps (where in this example the printer name to change is called
“device/XeroxPrinter” as you would see for the Device Name in the Device List):
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1.
2.
3.
4.
5.
Stop the PaperCut Application Server
Start a command prompt
On Mac/Linux, sudo su – papercut
cd [app-path]/server/bin/<platform>/
db-tools run-sql "update tbl_printer set device_type = 'EXT_XEROX_EIP2'
where device_type = 'EXT_XEROX_CAA' and display_name =
'device\XeroxPrinter'"
6. Start the PaperCut Application Server
7. Go to the Device details page and update the fields of:
a. Device’s administrator username
b. Device’s administrator password
The username and password from EIP1 will have been set up for the SNMP
v3 credentials which are not the same for EIP2. For example, typically for
EIP1 the username will be set to “Xadmin” whereas in EIP2 it will be “admin”.
NOTE: If you take too long to set the correct credentials here then you could
get locked out of the MFP as PaperCut can continue to try connecting with
the wrong credentials. See the section FAQ & Troubleshooting on how to
reset the lockout if this happens.
8. You might notice that in the Advanced Config tab that there are extra config
parameters that are not mentioned in this manual which are not used in EIP2
(that were used in EIP1). They can safely be ignored.
3.3 Card Reader support
PaperCut supports using swipe card for authentication at the copier. This is often
more convenient than entering username/password or ID/PIN numbers to log in.
Xerox devices can support 2 general classes of card readers:


Network card readers (i.e. not physically connected to the MFP. The
PaperCut server communicates with these over the network)
USB card readers directly connected to the Xerox device (some recent Xerox
devices with updated firmware now support a limited number of USB card
readers – contact Xerox for details).
The Network Card Reader option will work with any Xerox device supporting “Xerox
Secure Access”.
3.3.1 Network Card Readers
Network card readers may be used on any Xerox device. PaperCut supports two
cost effective network card readers:


Elatec TWN3 with the TCP Converter
RFIdeas Ethernet card readers
These readers are available directly from the card reader distributors and PaperCut
Authorized Solution Centers in your region.
These network card readers are located on the MFP device and are connected to the
network. When a user swipes their card at the reader the card number is sent to the
PaperCut server for validation. If the card number is valid the user will be granted
access to the MFP.
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3.3.2 USB Card Readers
Xerox updated their platform in late 2011 to support USB card readers through Xerox
Secure Access. Devices supporting USB card readers include:






ColorQube 8700/8900 (firmware 071.160.222.26601 and above)
ColorQube 9301/9302/9303 (firmware 061.180.222.32100 and above)
WorkCentre 5890
WorkCentre 72xx
WorkCentre 75xx (firmware 061.121.222.21500 and above)
WorkCentre 78xx
The following card readers are supported by Xerox:


Proximity card readers – RFIdeas, Elatec TWN3
Magstripe card readers – Magtek, “IDTech MiniMag”, RF Ideas MS300M1AKU
3.4 Setup Procedure
3.4.1 Introduction
This procedure describes the process of setting up Xerox Secure Access EIP 2.0+
using the Xerox ColorQube 8700 as an example. 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.
3.4.2 Networking/Firewall Configuration
Ensure that your networking/firewall configuration allows:


inbound connections from the Xerox devices to the PaperCut server on ports
9191 and 9192.
outbound connections from the PaperCut server to the Xerox device on ports
80 and 443.
3.4.3 Enable the HTTPS/SSL protocol
Xerox Secure Access requires the use of HTTPS/SSL for communications. This must
be enabled before completing any of the subsequent steps.
This involves generating an SSL certificate for the device:
1. Login to the device’s web admin.
2. Navigate to Properties->Security->Machine Digital Certificate Management
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3. Press "Create New Self Signed Certificate".
4. Complete the required information
5. Press Apply.
Now enable the HTTP/SSL/TLS protocol:
1. Navigate to Properties->Connectivity->Protocols->HTTP
2. Enable the "Secure HTTP (SSL)" option
3. Press Apply
3.4.4 Check SNMP version 2 Configuration
PaperCut uses SNMP v2 to configure the Xerox MFP. You must ensure that SNMP
v2 is enabled and that the SET community name matches the value of the advanced
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config key “ext-device.xerox.snmpv2.set-community-name”. (The default value for
this key is: “private”.)
1. Login to the device’s web admin.
2. Navigate to Properties->Connectivity->SNMP
3. Edit the SNMP v1/v2c Properties
4. Verify the Community Names are correct and modify if required.
3.4.5 Create/setup the Xerox device in PaperCut
1. Log in to the PaperCut administration interface using a web browser (e.g.
http://papercut-server:9191/admin ).
2. Navigate to ‘Options -> Advanced’ and ensure the option ‘Enable external
hardware integration’ is enabled.
3. Press ‘Apply’.
4. Navigate to the ‘Devices’ tab.
5. Click “Create Device” action from the left.
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6. Select the "Xerox (Xerox Secure Access EIP 2.0+)" device type.
7. Enter your own choice of a descriptive name for the device under “Device
name”.
8. Enter the Xerox device’s IP address under “Hostname/IP”.
9. Optionally enter your own choice of location/department information.
10. Enter the device administrator username and password (e.g. “admin” and
“1111”).
11. Under “Function” tick the options you would like to enable. E.g. “Track &
control copying”.
12. Click “OK”.
At this point PaperCut should try to connect to the device to configure various options
over SNMP and SOAP/HTTPS. The page displayed after the device is created
displays the device status. If there are problems communicating with the device then
the status will show an error message. Press the "Refresh" link next to the status to
see if the status is updated.
3.4.6 Enable and Verify Xerox Secure Access Authentication Settings
At this point the Xerox Secure Access can be enabled:
1. Login to the device’s web admin.
2. Navigate to Properties->Security->Authentication Configuration.
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3. Select Next.
4. Change Device User Interface Authentication to Xerox Secure Access and
press Next
5. Click on Configure for Device User Interface Authentication
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6. Click on Manually Override Settings
7. Verify that the correct PaperCut Server IP Address is listed
8. Verify that the Log In Methods is set to Xerox Secure Access + alternate onscreen authentication.
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9. Verify that it will automatically apply Accounting Codes from the server.
10. Change the Services Pathway setting to Locked. This locks access to the
copier functions unless the user is logged in
NOTE: On newer devices the Pathway Options screen may look different
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such as the screen below
On the Xerox ColorQube 8900, the Services Pathway can be found by navigating to:
Properties -> User Permissions -> User Permission Roles -> Non-logged in Users ->
Edit -> Services and Tools.
You may need to reboot the device for the settings to take effect.
Once the device is rebooted the device should display a screen to log in. Perform
testing and verify you can log in and that copies are tracked by PaperCut.
3.4.7 Verify and Enable Extensible Interface Platform Settings
On some platforms such as the Xerox Workcentre 75xx series, the EIP settings may
not be enabled by default. Please verify the settings and enable if necessary.
1. Log in to the device’s web admin.
2. Navigate to Properties->General Setup->Extensible Service Setup
3. Verify that the Extensible Service Browser is enabled.
4. Click on the Extensible Service Registration Edit... button.
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5. Verify that the Extensible Service Registration and User Interface
Configuration items are enabled.
3.4.8 (Optional) Enable network card reader
This section describes how to configure a network card reader for authentication at
the MFP. For more information on the supported card readers see Section 3.3 Card
Reader support.
To enable the network card reader:
1. Log in to the PaperCut administration interface using a web browser (e.g.
http://papercut-server:9191/admin ).
2. On the “Devices” tab, select the MFP device.
3. Under the “Authentication Methods” option, enable the “Swipe Card”
authentication option.
4. Select the “Enable network card reader” option.
5. Enter the network address and the port of the network card reader.
6. Press “OK” or “Apply” to save the changes.
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7. At this point PaperCut will establish the connection to the card reader. The
status of the connection to the network card reader is displayed below the
settings. If there is a problem connecting to the card reader any errors will be
displayed here.
3.4.9 (Optional) Additional Network Security
The MFP communicates with the PaperCut server over the network (e.g. to
authenticate users or release print jobs). To provide an additional level of security,
PaperCut may be configured to only allow device connections from a restricted range
of network addresses. This ensures that only approved devices are connected to the
PaperCut server.
By default PaperCut will allow device connections from any network address. To
restrict this to a subset of IP addresses or subnets:
1. Logon to the PaperCut administration web interface at http://<papercutserver>:9191/admin
2. Go to the OptionsAdvanced tab and find the “Security” section.
3. In the “Allowed device IP addresses” field enter a comma-separated list of
device IP addresses or subnets (in the format <ip-address>/<subnet-mask>).
4. Press the “Apply” button.
5. Test the devices to ensure they can continue to contact the PaperCut server.
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4 Post-install testing
After completing installation and basic configuration it is recommended to perform
some testing of the common usage scenarios. This important for two reasons:
1. To ensure that the embedded application is working as expected.
2. To familiarize yourself with the features and functionality of PaperCut and the
embedded application.
This section outlines four test scenarios that are applicable for most organizations.
Please complete all the test scenarios relevant for your site.
4.1 Test Preparation
To complete these tests it is recommended you use two test users so that each can
be configured differently. These users are:


‘testusersimple’ – used to perform basic copier monitoring and control and to
perform print release tests.
‘testuseradvanced’ – used to perform copier monitoring and control with the
account selection enabled (i.e. to charge copying to
accounts/departments/cost-centers/etc).
If you have existing users that can be used for these tests, then they can be used
instead.
To setup these users in PaperCut:
1. Create the ‘testusersimple’ and ‘testuseradvanced’ users in your Active
Directory or LDAP directory.
2. Log into the PaperCut’s admin web interface
3. Go to the “Options->User/Group sync” page and press “Synchronize Now”.
4. Once the sync is complete, the users will be added to PaperCut.
The next step is to configure the users. To configure ‘testusersimple’:
1. In PaperCut, select the “Users” tab
2. Select the ‘testusersimple’ user.
3. Set the user’s balance to $50.00 and verify the account is set to “Restricted”.
4. Verify that this user is set to “Automatically charge to personal account” in the
“Account selection” options.
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5. Press the “OK” button to save.
To configure ‘testuseradvanced’:
1. In PaperCut, select the “Users” tab
2. Select the ‘testuseradvanced’ user.
3. Change the “Account Selection” option to “Standard account selection popup”
and enable all the account selection options.
4. Press the “OK” button to save.
4.2 Scenario 1: Standard copying
Standard copying involves monitoring/charging printing to a user’s personal account.
This is most commonly used for student printing or basic staff monitoring. Users can
also be configured for unrestricted printing, which is commonly used for
staff/employee use.
At the photocopier:
1. The photocopier should display a screen to prompt the user to login. Follow
the prompts to login.
2. When prompted, enter username (‘testusersimple’) and password in the login
fields.
3. At this point the copier will be enabled for usage.
4. Follow the onscreen instructions and perform some test copying, i.e. press
the “Copy” key on the device and perform a copy as normal.
5. Once completed copying press the “Logout” button on the device’s keypad.
Back in the PaperCut application verify that the copier activity was recorded and the
user’s account deducted.
1. Log into PaperCut.
2. Select the device from the “Devices” tab.
3. Select the “Job Log” tab. This will list all recent copying activity on the copier.
The copying just performed as the test user should be listed. Verify the
details of the copy job that was just performed.
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4. Click on the user’s name in the user column to view the user’s account details
5. Select the “Job Log” tab to display all print/copy activity for the user.
6. Select the “Transaction History” tab and verify that the cost of the
photocopying was deducted from the user’s account.
4.3 Scenario 2: Copying with account selection
Firstly a test account should be created:
Log into PaperCut, select the “Accounts” tab.
Select the “Create a new account…” action link on the left.
Enter an account name “Test Account 1”.
Enter PIN/Code “2233”.
Select the “Security” tab and allow all users to access that account by adding
the “[All Users]” group.
6. Press “OK”.
1.
2.
3.
4.
5.
At the photocopier:
1. The photocopier should be displaying a screen to prompt the user to login.
Follow the prompts to login.
2. When prompted, enter the username, ‘testuseradvanced’, and the password
in the login fields.
3. You will now be presented with the Account Selection App:
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You may select your account from a list, by search or by an account
code/PIN. From the list, select the “Test Account 1” created earlier.
4. At this point the copier will be enabled for usage. Follow the onscreen
instructions and perform some test copying. I.e. press the “Copy” key on the
device and perform a copy as normal.
5. Once completed copying press “Logout” button.
Note: The account selection workflow can vary according to the user options
selected. For example a user configured to see the Advanced Account Selection
popup may see an additional dialog asking for command and invoice information. At
the device level, you may also configure whether you wish to see the Account
Summary screen or not.
Back in the PaperCut application verify that the copier activity was recorded and the
user’s account deducted.
1. Log into PaperCut
2. Select the device from the “Devices” tab
3. Select the “Job Log” tab. This will list all recent copying activity on the copier.
The copying just performed as the test user should be listed.
4. Verify the details of the job (i.e. that the job was charged to the selected
account).
5. In the log details, click on the “Charged To” account name to view the
account’s details.
6. Selecting the “Job Log” tab will display all print/copy activity for the account,
and will show the test photocopying that was performed.
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4.4 Scenario 3: Print release
The embedded application may also be used for print release. For a full description
of PaperCut hold/release queues and release stations, please read the PaperCut
manual.
Skip this scenario if hold/release queues will not be used at your site.
To perform print release testing, a hold/release queue must be enabled:




In PaperCut, select the “Printers” tab.
Select the print queue (i.e. not the ‘device’) for the Xerox MFD that will be
used for testing.
Enable the “Hold/release queue” option.
Press OK/Apply to save the changes. All printing to this queue will now be
held until released by a user.
The photocopier device must also be enabled as a “Print Release Station”:
1.
2.
3.
4.
In PaperCut, select the “Devices” tab.
Select the Xerox MFD device.
Under “Device Function” tick “Enable release station”.
Select the print queue that was enabled for hold/release above. The Xerox
device will allow jobs on the selected queues to be released.
5. Press “OK” to save.
6. Login to a computer workstation as ‘testusersimple’.
7. Print a few jobs to the print queue that was configured above. The jobs will
be held in the hold/release queue.
8. Confirm that the jobs are held, by checking that the jobs are listed in the
“Printers -> Jobs Pending Release” page of the PaperCut administration
interface.
9. Confirm that the username is ‘testusersimple’.
At the device:
1. Log into the device as “testusersimple” as described above.
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2. Upon successful login you will be presented with the Print Release dialog:
3. Select “Print All” to release all jobs. The jobs will begin to print to the
destination printer. (The “Print All” button will not appear if there are no jobs
to print)
4. Once completed press the “Logout” button on the device keypad.
4.5 Scenario 4: Scanning and faxing
Xerox devices can also scan documents and send them by email. If a phone line is
attached, they can send faxes. You can enable tracking scanning and faxing. Users
can be prevented from scanning or faxing when they are out of credit.
To enable tracking of scans and faxes:
1. In PaperCut, select the “Devices” tab.
2. Select the MFD device.
3. Under “Device function” tick “Track & control scanning” and tick “Track &
control faxes”.
4. Select the charging type “advanced” in both cases and set some numbers for
page costs and thresholds. The cost after the threshold should be lower than
the standard cost as it represents a volume discount. As an example, the
screen shot below shows that the first page of a fax is charged at $0.20 and
any subsequent page at $0.10.
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At the photocopier, log in and scan a few documents and send a few faxes. At the
end, make sure to press the “Logout” button on the device’s keypad.
In the PaperCut administration interface verify that the scan and fax activities were
recorded and the user’s account was deducted. This can be done as follows:
1. Log in to the PaperCut administration interface.
2. Select the device from the “Devices” tab.
3. Select the “Job Log” tab. This will list all recent activity on the copier,
including copying, scanning and faxing. The jobs just performed as the test
user should be listed. Verify the details of the jobs that were just performed.
4. Click on the user’s name in the user column to view the user’s account
details.
5. Select the “Job log” tab to display all activity for the user.
6. Select the “Transaction History” tab and verify that the cost of the scans and
faxes was deducted from the user’s account.
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5 Configuration
After completing the Installation section and registering the device with PaperCut, it will have
been configured with reasonable default settings that are suitable for most environments.
This section covers how to change those default settings. All the following settings are
available via the device’s ‘Summary’ tab in the PaperCut administration interface.
5.1 Device Function
The device function setting defines which functions will be available on the device and how it
will be used. Not all function settings are supported on all devices.
Each device function is discussed in the following table.
Device Function
Description
Track & control copying
The device will track walk-up off-the-glass copying.
Track & control scanning
The device will track scanning such as scan-to-email or scanto-file.
Track & control faxing
The device will track the sending of faxes.
Enable release station
The device will act as a print release station.
5.2 Authentication Methods
PaperCut supports a number of different ways to authenticate users who walk-up to the
devices to perform copying. The default authentication method is username and password
authentication.
The available authentication methods can be modified in the ‘External Device Settings ->
Authentication methods’ section.
Authentication methods available for a device
Not all authentication methods are supported on all devices. A grayed-out option indicates
that the option is not supported on this device.
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Each authentication method is discussed in the following table.
Authentication
Method
Description
Username and
password
The user may use their domain/network username and password
to log into the device.
Identity number
The user may log in with their identity number. Identity numbers
are convenient when usernames are long or cumbersome to enter.
For example, rather than entering a username like
‘john.smith.001’, it may be more convenient to enter an employee
ID of ‘1234’. See the PaperCut user manual for information about
user identity numbers, including importing identity numbers from
an external source.
Identity number ->
Require PIN
When a user logs in with their identity number, they must also
provide their associated PIN. This provides additional security for
identity number logins.
Automatically login as
user
Specifies that this device should always automatically log in as the
given user. This option overrides all other authentication methods
Description of authentication methods
5.3 Configuring Swipe Card Readers
Swipe cards contain numbers which are used to identify users according to the card number
configured in the User Details screen under “Card/Identity” number. Some readers report
information in addition to the number encoded on the card, such as checksums. PaperCut
can treat these cases in two ways:


A typical case is the checksum being reported after the card number, separated by
an equals sign, such as in 5235092385=8. PaperCut can handle this case by default;
it will extract the number before the equal sign as the card number: 5235092385.
For some cases, a “regular expression” may be required that will filter the card
number from the complete string of characters reported by the card reader.
Documentation on regular expressions can be found on the Internet, e.g. at
www.regular-expressions.info.
o The regular expression must be fashioned so that the card number is
returned as the first match group.
o Usually one regular expression will be used for all the devices managed by
PaperCut; this must be entered in the “Config editor (advanced)” which you
will find on the Options tab under Actions. The key is called “ext-device.cardno-regex”.
o The global setting however can be overridden on a per-device basis: The key
“ext-device.card-no-regex” can also be found on the “Advanced Config” tab in
the device details screen. This setting will override the global setting unless
the keyword “GLOBAL” is specified.
o PaperCut developers will gladly assist in producing a regular expression
when supplied with a few sample outputs from your card reader. Please
contact PaperCut support.
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If you would like to write your own regular expressions, here are some
examples:
 Use the first 10 characters (any character): (.{10})
 Use the first 19 digits: (\d{19})
 Extract the digits from between the two “=” characters in
“123453=292929=1221”: \d*=(\d*)=\d*
5.4 Single Sign On (SSO)
No further configuration is required as PaperCut passes all the known information about the
logged in user to the MFP at the time of login such as the Full Name, email address, and
more. This information can then be used by other components on the MFP (or possibly other
3rd party applications).
One example is that when you use the scanner functionality, the MFP can use your email
address, provided by PaperCut, to simplify scan-to-me style work-flows.
5.5 Customizing the Header Logo
The embedded application displays a logo in the top right corner. This logo can be replaced
with your organization’s own logo image.
The image must be saved as a PNG file with the filename “logo.png” and be 231 pixels wide
and 32 pixels high.
Save the image on the PaperCut application server in the location:
[PaperCut Install Location]\server\custom\web\device\xerox\eip2\
You will need to create these folders if not present.
The embedded application will fetch the logo image from this location if it is present. After
copying your logo into position, verify it correctly appears in the embedded application.
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6 Known Limitations and Security
The Xerox environment has a number of limitations that have impacted on functionality and
security.
6.1 No Tracking or Zero Stop for USB Printing
As Xerox does not provide a way for PaperCut to distinguish between print jobs initiated at
the copier and print jobs initiated at the client’s workstation, we are currently unable to track
USB printing.
This same limitation also means that Zero Stop for USB printing is not supported.
6.2 No Zero Stop for Faxing
Xerox devices currently do not stop fax jobs when users run out of credit. Instead, users can
complete the fax job and possibly incur an overdraft in their accounts (if Fax Tracking is
supported for that model).
6.3 Fax Tracking
Many Xerox MFPs do not log sent faxes in the Network Accounting / JBA logs. On these
devices PaperCut cannot track any outbound faxes.
Please check with Xerox whether your device model supports fax tracking via Network
Accounting.
For example, the following Xerox devices do not support tracking faxes:





ColorQube 8700
ColorQube 8900
WorkCentre 5735/5740/5745/5755
WorkCentre 5765/5775/5790
WorkCentre 7525/7530/7535/7545/7556
6.4 User Interface
The interface displayed during the user login process has some limitations. The Xerox
Secure Access features allow us to display any number of screens with either one of the
following features:


A text input field (which can be optionally masked for password input)
A prompt with “Yes” and “No” buttons.
These limitations restrict the richness and flexibility that we can provide in the login process.
This is a limitation of the Xerox Secure Access system.
6.5 Bypassing the System
It is important that the administrators take care to prevent users from bypassing the system
and directly accessing the copier.
To ensure the system is secure, administrators should take the following precautions:

The copier’s built in admin password should be changed from the default and always
kept secure.
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6.6 Card Reader support for authentication
PaperCut supports network card readers using common card formats. For more information,
contact the PaperCut Authorized Solution Center in your region.
The Xerox Secure Access environment began supporting USB card readers in late 2011.
Support for USB card readers is only available on some MFP devices with the latest
firmware and Xerox is gradually rolling out support for USB card readers across their device
range. Contact Xerox for information on what devices and firmware are required for USB
card reader support.
6.7 Job Assembly not supported by default
Xerox’s Job Assembly feature which allows one to program a job with different attributes
such as different page sizes, is not supported if Job Limits is used. Job Limits is currently
used by PaperCut for Zero Stop. If you require Job Assembly and do not require Zero Stop,
then you need PaperCut to disable the Job Limits’ preauthorizations on the Xerox MFP.
Once this is done, the Job Assembly buttons will be enabled and the functionality should
work.
6.7.1 Turning Off Job Limits’ Preauthorization
You need to do the following to disable the job limits from pre-authorizing jobs.
1. Log into PaperCut.
2. Navigate to the Xerox device’s details page.
3. Navigate to the Advanced Config and set ext-device.xerox.enable-preauth to “N” and
click on the Update button. This configuration change will modify the Xerox device in
a few seconds.
6.7.1.1 Check Preauthorization is disabled on Xerox MFP (optional)
Optionally, if you want to make sure that the previous configuration setting has happened,
then you can check on the Xerox’ admin pages.
1. Login to the device’s web admin (CWIS).
2. Navigate to Properties->Login/Permissions/Accounting->Accounting Method
3. Click on the Edit button for Accounting Workflow
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4. Verify that for all the job types that the Accounting Workflow is just set to “Capture
Usage”.
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7 Advanced Configuration
7.1 Config Editor
The common configuration options for a device in PaperCut are available on the device’s
‘Summary’ tab, and are discussed in more detail in the Configuration section. This section
covers the more advanced or less common configuration options which are available via the
‘Advanced Config’ tab.
Config name
Description
ext-device.card-selfassociation.usesecondary-cardnumber
Select whether user self-association should occupy the primary or
secondary card number. It overrides the global setting unless the
keyword "GLOBAL" is specified. This is useful when there is a mix of
different non-configurable card readers that read different numbers
from an ID card.
Set to "Y" to use the secondary card number, "N" to use the primary
card number. Default: "GLOBAL" to defer to the global configuration
option.
ext-device.xerox.logininstruction
Defines the text to display on the initial login screen displayed by the
Xerox device. If set to “DEFAULT” PaperCut will set this message
based on the authentication settings of the device.
IMPORTANT: The Xerox device has very limited support for nonASCII characters. If you have problems please only use ASCII
characters.
ext-device.xerox.jobdownload-after-loginperiod-secs
The number of seconds between PaperCut downloading/polling the
device job logs after the user is logged in. The default for this is
every 10 seconds. The minimum this can be set to is 5 seconds.
Default: DEFAULT (which allows PaperCut to choose the most
appropriate time – usually 10 seconds).
ext-device.xerox.authuser-prefix
When user’s login to the Xerox their credentials like username (and
password if provided) are passed to the Xerox device by PaperCut.
This allows the device to use these credentials for other
authentication. E.g. To authenticate the use when using the “Scan
to Home” features.
In some environments, the username must be prefixed with the
windows domain for this to work properly. This setting allows the
domain to be prefixed to the username so that the user does not
need to enter it manually.
For example, if this setting is set to: “DOMAIN\” and the user named
“john” logs in, PaperCut will pass the username “DOMAIN\john” to
the Xerox.
extdevice.xerox.card.mag
stripe-track-no
When a USB Magstripe card reader is used, the card data can be
found on one of 3 tracks. Typically the track of interest is track
number 2. This configuration parameter specifies a comma
separated list of track numbers to look at in order to retrieve the card
data. For example if the list was: 2, 3 then it would look to see if
there was data for track 2 and if there wasn’t then it would look to
see if there was data for track 3. If it can’t find any valid track data,
then it will show an error message on the Xerox Panel and a more
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detailed message in the logs. Note: Prior to PaperCut 13.4, this list
can only contain one value.
Default: 2 (by default only look at the data associated with track 2)
extdevice.xerox.localeoverride
Specify a two letter language code to force the language setting for
use on the device.
The locale is determined by the following priority sequence:
1. ext-device.xerox.local-override setting
2. The language set on the Xerox device
3. The locale set on the PaperCut server (system.defaultlocale config key)
4. The default locale configured on the operating system
running the PaperCut server
extdevice.xerox.initialaccount-tab
Specify the name of the default tab to show on the Account
Selection dialog.
extdevice.xerox.showrelease-on-login
Specify whether to include the Print Release dialog in the login
workflow, if the device is configured as a release station. Values: Y,
N. Default: Y
Specify “list”, “search” or “code”. Default: “list”
If set to N, the user must press the “Print Release” button on the
Services Home panel to access the release application to release
jobs.
extdevice.xerox.releaseshow-cost
Specify whether to show the Job cost for each print job. Values: Y,
N. Default: Y.
extdevice.xerox.selectaccount
Specify whether to support Account Selection and therefore, allow
the registration of the Account Selection App on the MFP and
display of the Account Selection Page. Values: Y, N. Default: Y
If set to N, Account Selection is not supported, the Account
Selection App will not be registered on the MFP and therefore no
Account Selection icon will be shown on the panel.
extdevice.xerox.selectaccount-on-login
Specify whether to include the Account Selection dialogs in the login
workflow. Values: Y, N. Default: Y.
extdevice.xerox.requireaccount-selection
Specify whether to always stop the user performing a copier job until
they select an account in the Account Selection dialog. Values: Y, N.
Default: N.
If set to N, the user must press the “Account Select” button on the
Services Home panel to access the account select application to
select an account.
If set to N, then it will only force account selection if the user is not
allowed to charge to their personal account and they haven’t chosen
an account yet.
If set to Y, then the user must choose an account otherwise they
won’t be able to perform a job.
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extdevice.xerox.enablepreauth
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Specify whether PaperCut should enable or disable the Accounting
Workflow preauthorization on the device for the different types of
jobs. This is required for Zero Stop to work.
Values: Y, N. Default: Y.
If set to N, then it will change the preauthorization from “Preauthorization and Capture Usage” to “Capture Usage”. This can be
done so that the Job Assembly feature is enabled on Xerox.
extdevice.xerox.configure
-preauth-and-prompts
Specify whether PaperCut should configure the Accounting
Workflow and Prompts on the device for full PaperCut functionality.
Values: Y, N. Default: Y.
If set to N – it is your responsibility to configure the MFP Accounting
Workflow and User Accounting Prompts to suit your needs. Note
that normal PaperCut job control may not work as expected. In
particular, Zero Stop may not work and Account Selection will no
longer be available.
ext.device.xerox.swipe
-to-logout
Specify whether swiping a card when a user is logged in will log
them out or be ignored.
Values: Y, N. Default: Y.
If set to N, then when a user is logged in and they swipe their card,
they will no longer be logged out and the swipe will be ignored.
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7.2 Setting an explicit PaperCut Server Network Address
The copier connects to the PaperCut server to validate user credentials, display print jobs for
release, etc. The device makes inbound network connections to the PaperCut server using
the network address of the PaperCut server. By default PaperCut will use the server’s IP
address (if the server has multiple IPs (i.e. multi-homed) then PaperCut will select one of
them), but on some networks this address may not be publicly accessible from other parts of
the network.
If the PaperCut server has a “public” IP address or DNS name then this can be used instead,
which allows the copiers to use the “public” network address instead of the IP address that
PaperCut detects. To do this:






Log into PaperCut
Go to the "Options" tab.
Select "Config Editor (advanced)", from the action links on the left.
Find the "system.network-address" setting.
Enter the public network address for the PaperCut server.
Press the "Update" button next to the setting and confirm the setting is updated.
To have this change take effect immediately, restart the PaperCut Application Server service
(i.e. on Windows use: Control Panel->Admin Tools->Services).
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8 How it works
The following section gives a brief overview of the internal workings of PaperCut’s on-board
solution for Xerox devices. It’s provided as background information and may be useful for
technical administrators in troubleshooting problems.
Typical function workflow:
1. A user logs into the MFP via the panel. The MFP is configured to contact PaperCut
(via SOAP web services) to verify login information.
2. The user ID and password is validated and device access is granted as appropriate.
3. If “release jobs on login” is enabled, any waiting jobs are immediately queued for
printing. (called secure print release or find-me printing)
4. If the user performs any device functions such as Copy, Fax or Scan, these are
recorded against the user ID in the device’s onboard logs.
5. If PaperCut is tracking a device function, then at the start of the job it will send a
SOAP message to PaperCut asking authorization to print the job or not. PaperCut
will look at the attributes of the job and decide if the charging account has enough
money to pay for the job. If it does then the job will proceed, otherwise an error
message will be displayed. This is how the Zero Stop functionality works.
6. At regular periods (e.g. every minute) PaperCut contacts the device looking for new
log entries (logs are downloaded via HTTP using JBA network accounting).
7. Any new log entries are analyzed and recorded in PaperCut’s usage database. Any
cost associated with the usage is charged from the user’s account (or their selected
Shared Account).
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FAQ & Troubleshooting
PaperCut shows an error status for the device. What could cause this?
In the “Devices” list the Xerox device may appear with an error status (hover your mouse
over the status to see the full status message). The status message will help understand
the cause of the error. The most common cause of problems is due to a networking issue,
to resolve:





Verify that the device network address (or IP) is entered correctly in PaperCut
Verify that networking and firewalls allow PaperCut to establish a connection to the
device on TCP ports 80 and 443 and UDP port 161 for SNMP.
Verify that the configured SNMP SET community name matches the advanced config
key: “ext-device.xerox.snmpv2.set-community-name” (the default value is “private”).
Verify that networking and firewall settings allow the device to establish connections
to the PaperCut server on ports 9191 and 9192.
Verify that you have provided the correct administrator login credentials for the
device in the PaperCut device configuration page.
Another common cause of errors is that “Network Accounting / JBA” has not been
enabled/configured on the device. Ensure that the Network Accounting is enabled as
described in section 3.4.6.
Another possible cause of problems is if the device firmware does not support the “Off-box
validation” features required by PaperCut. This feature should be available for recent Xerox
copiers supporting “Network Accounting”, however sometimes a firmware upgrade is
required.
How often does PaperCut poll for accounts?
Account validation is done in real-time using the Xerox authentication web services methods.
Hence any changes made to Shared Accounts, user rights, or user passwords are available
immediately.
How often does PaperCut poll for job activity?
After PaperCut detects a login it will check for the completion of the job(s) every 2 minutes.
Hence on average the job will appear in, and be charged by, PaperCut on average no longer
than a minute after the job completes and the user logs out of the copier.
During no activity, the copier status is checked every 5 minutes.
Can I use a hostname rather than an IP address in the URLs when configuring the
release station settings?
Using a hostname relies on the MFD using your DNS and ensuring that your DNS is
correctly configured. The quickest failsafe option is to use the server’s IP. If you have
advanced networking skills, you may wish to investigate using a hostname.
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The device displays an error when authenticating the user.
The most likely cause of problems is that the device cannot establish a connection to the
PaperCut server. Make sure that your networking/firewalls allow network connections from
the device to the PaperCut server on ports 9191 and 9192.
Also ensure that the device SSL/HTTPS options are enabled. Ensure that the option to
“Verify the remote server certificate” is disabled.
If your PaperCut server has multiple IP addresses or you use NAT on your network, see
section 7.2 on how to explicitly configure the PaperCut server’s network address.
I see an error on the Xerox LCD screen?
This may indicate networking issue, a configuration issue, or maybe a software bug. Recheck your settings and restart the MFD (i.e. power off and power on the copier). If
problems continue, contact PaperCut Support.
The PaperCut device status reports the following error:
Error: User authentication failed IPLockedOut: Excessive Failure Attempts
This error can occur if you have the incorrect username and password set up for the
PaperCut device. Even if you then set the correct username and password you can be
locked out for a while. To reset the lockout, you can go to the following page:
http://device-address/diagnostics/ipLockout.php
The “Build Job” and “Sample Job” buttons are greyed out. What is wrong?
The Job Assembly feature of the Xerox, unfortunately, is not compatible with Job Limits and
therefore the Job Assembly buttons are disabled by default. If you need this functionality and
don’t need Zero Stop then see section 6.7.
Copyright © 2014 PaperCut Software International Pty. Ltd., All Rights Reserved.
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