Xerox SmartSend Support & Software User Guide

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Scan to Home
SMARTsend
Installation and Administration Guide
143
7.
Click Save Credentials to store the master filing account credentials.
Using Scan to Home Auto Lookup
Xerox SMARTsend includes a way to configure the Scan to Home feature. SMARTsend can be 
configured to automatically poll a server based on the user either logged in to the Multi-function 
Device (MFD) or provided to the device via a document attribute field. The examples in this document 
use an Active Directory server as an example, but the steps can be used for other LDAP server types as 
well.
Prerequisites
This method of setup allows a zero administration setup with users managed by existing management 
tools such as "Active Directory Users and Computers" management console. SMARTsend will look up 
the users based on this initial setup and file the scan accordingly.
1.
An LDAP or Active directory server name.
2.
A domain name and password to use for LDAP authentication. This is required if the LDAP servers 
your organization uses require authentication. By default, Windows Server 2003 domains require 
authentication. Due to restrictions with the home directory attribute in Active Directory, 
authentication will also be required if this attribute will be used. 
3.
A decision on destination type. Supported destinations include Email, Network Folder (Windows 
share), Netware Folder, Docushare, FTP, or Sharepoint. This document will focus on Network Folder 
but the steps for Netware Folder and FTP destinations will be very similar. SharePoint and 
Docushare destinations will be covered in a separate document.
4.
The Xerox devices that you want to use for this procedure must be already set up on SMARTsend.
Using Scan to Home Auto Lookup with Active Directory
This document assumes that SMARTsend is already installed and preliminary setup has already taken 
place (for example, SMTP setup if needed, device configuration, and so forth).
Scan to Home may require additional steps on the MFD in order to function. Network Authentication 
must be configured correctly if users will be identified by device authentication. Please see the 
appropriate MFD documentation for the procedure to set up Network Authentication.
To configure SMARTsend for Scan to Home Auto Lookup:
1.
Navigate to Administration Home Page on the SmartSend server.
Note: 
If available, SMARTsend will pre-populate the master filing account usernames from 
the imported CSV file. If you are importing users from multiple CSV files, make sure that the 
scan destinations can be accessed using the same master filing credentials. If the master 
filing account usernames are changed in the SMARTsend application, this information will 
not be updated in the CSV file. Passwords are not stored in the CSV file.