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Workflow Scanning ColorQube™ 9201/9202/9203
10-2 System Administrator Guide
Device Authentication
If using a SMARTsend server, a valid Windows account must be created on the SMARTsend Server for the
device's authentication. The account enables each device to communicate with the SMARTsend server to
exchange template information and other configuration data. For account creation instructions, refer to the
FreeFlow SMARTsend Installation and Administration Guide.
Template Considerations when using SMARTsend
A single Xerox device cannot use both CentreWare Workflow Scanning services and SMARTsend. If legacy
CentreWare Workflow Scanning Services templates need to be utilized within SMARTsend, use the
SMARTsend Template Importer to import the desired templates, as stated in the FreeFlow SMARTsend
Installation and Administration Guide.
Information Checklist
Before starting the installation procedure, please ensure the following items are available or have been
performed:
• Ensure the device is fully functioning on the network.
• Ensure that the TCP/IP and HTTP protocols are configured on the device and fully functional.
This is required to access Internet Services to configure Workflow Scanning. The Internet Services
function is accessed through the embedded HTTP server on the device and allows System
Administrators to configure scan settings by using an Internet browser.
Configure a Scan Filing Location
Scanning with the device is accomplished through user selection of templates on the device that route
scanned jobs to network servers. After storage on the server, the files can be retrieved at any properly
configured networked workstation. A dedicated file server is not required to receive scans. A dedicated server
is required, however, for the installation and use of SMARTsend software to remotely manage the pool of
templates (workflows), displayed locally to device users, if so desired. Scanning is configured on the device
using one of the file transfer options below.
• FTP (File Transfer Protocol): Requires an FTP server running on a server or a workstation.
• NetWare NCP (NetWare Core Protocol): Available for filing to a NetWare server.
• SMB (Server Message Block): Available for filing to an environment that supports the SMB protocol.
• HTTP/HTTPS: Supports scans to a web server using a CGI script.
File Transfer Protocol (FTP)
Information Checklist
Before starting the installation procedure, please ensure the following items are available or have been
performed:
• Ensure that File Transfer Protocol (FTP) services are running on the Server or Workstation where images
scanned by the device will be stored.