Xerox SmartSend Support & Software Installation Guide

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Prepare for Installation
Scanning Device Configuration
SMARTsend provides several capabilities to discover and configure Xerox Multifunction Devices for use as 
SMARTsend scanning devices. For most configurations, SMARTsend can discover and configure devices 
with minimal administrator intervention. However, there are several configuration tasks which must be 
completed before using SMARTsend. These tasks may include configuring the network scanning options 
and filing protocols (FTP/SMB/HTTP/HTTPS) for the device, and configuring the account and credentials 
that the device requires to obtain access to the SMARTsend computer. In addition, if authentication is 
required for SMARTsend private workflows/Scan to My E-mail, then authentication must be supported, 
enabled, and configured on the device.
Xerox Multifunction Device Requirements
The following Xerox Multifunction Devices can be used with SMARTsend: 
‰
Document Centre 265/255/240 (system software versions 18.6 or greater), 440/432/425/420 ST, 430/
426 ST, 490/480/470/460 ST, or 555/545/535 ST
‰
WorkCentre Pro 65/75/90, 35/45/55, 32/40, 123/128, 165/175, C2128/C2636/C3545, 232/238/245/255/
265/275
‰
Xerox 4110 Copier/Printer—subject to the following caveats:
„
Device discovery is not supported. The IP Address or Host Name must be entered manually.
„
Private templates are not supported because this device does not support network authentication.
„
Auto-refresh of templates is not supported. Users must select the Refresh button at the device user 
interface to update the template list.
The following configuration requirements apply to all Xerox Multifunction Devices that will be used with 
SMARTsend:
‰
TCP/IP must be enabled and properly configured.
‰
The Network Scanning Option must be enabled and properly configured.
‰
SMARTsend automatically creates several Windows accounts that are needed for device configuration. 
It also provides options to create and manage the device accounts manually. See Create Administrator, 
User, and Device Accounts
 on page 2-13 and 
Manage Device Accounts on page 4-15 for additional 
information.
‰
If authentication is required for private workflows/Scan to My E-mail, then authentication must be 
enabled and configured to authenticate users from the same domain or trusted domain as the 
SMARTsend computer. Please consult the documentation provided with your Xerox device for 
instructions on enabling and configuring authentication.
‰
During device configuration, SMARTsend overwrites the Default Repository and Template Pool scan 
settings of a Xerox Multifunction Device. If you have existing applications that use the Default 
Repository, reconfigure the applications and the device to use an Alternate Repository for those 
applications before configuring the device to use SMARTsend. See Scanning Device and Application 
Migration
 on page 2-3 for 
additional information.
‰
A single Xerox Multifunction Device cannot use both CentreWare Network Scanning Services and 
SMARTsend. If existing CentreWare Network Scanning Services templates need to be utilized within 
SMARTsend, use the SMARTsend Template Importer to import the desired templates. See Template 
Importer
 on page 8-3.
N
OTE
:
Please consult the documentation provided with your Xerox device for additional information on 
configuring the device for network scanning.