Xerox SmartSend Support & Software Installation Guide

2-1

Prepare for Installation

This chapter describes the hardware, software, network, and security issues that must be considered before
the SMARTsend application is installed on a computer. These tasks and considerations are essential
elements of a successful installation.

Please read this chapter thoroughly and perform all required configuration tasks before proceeding to
Chapter 3, Install SMARTsend.

Print the Administrator Quick Reference card for use as a configuration checklist. The Administrator

Quick Reference is available from the SMARTsend CD autorun program.

What is in this chapter:

Advance Planning Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

SMARTsend Configuration Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

Client and Browser Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-25

Scanning Device Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28

Prepare Information for Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-33

Next Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-34

OTE

If you are upgrading from a Trial Version or a previous version of SMARTsend, simply follow the

upgrade procedures in Chapter 3, Install SMARTsend, to upgrade your software. The SMARTsend
installation program will automatically upgrade a current Trial Version to the current licensed version. All
workflows generated while using the Trial Version or a previous version will be accessible after the
upgrade is completed. If you have a Trial Version of SMARTsend that has expired, you can upgrade to the
retail version and retain all workflows. The retail version can be ordered through your Xerox sales
representative, and installed as an upgrade to your existing Trial Version. See Upgrade Eligibility on page
3-3 for additional information.