Using the Configuration Wizard
- Product support for
- Xerox Remote Services
- Article ID
- KB0012764
- Published
- 2018-10-15
Overview
You must complete a minimum set of requirements in the Configuration Wizard after installation, according to your site requirements, to use the application.
The Configuration Wizard is divided into two sections:
Register the Account: Enables communication between the application and Xerox Services Manager.
Search for Printers: Allows you to find a printer or printers for the application to manage and monitor.
Using the Configuration Wizard
This section describes the features you can construct with the Configuration Wizard.
REGISTERING THE ACCOUNT
In the Register the Account section, you can:
Enter the administrator name, phone number, and e-mail address
Enter the application registration information
Modify the system name, if applicable
For partner edition installations and upgrades, elect to mimic a Xerox Device Agent install, which means you are not required to enter chargeback codes. This does not apply to Xerox Device Agent Lite installs and upgrades.
Configure proxy server and security settings for Internet connectivity
Modify synchronization settings, if applicable
STARTING THE WIZARD
If you launch the application immediately after installation, the Install Completed screen closes, and the Configuration Wizard automatically starts. If you did not launch the application immediately after installation, you can access the Configuration Wizard in one of the following ways:
Double-click the application icon on the desktop:
Navigate to the program from the Start menu
Right-click the tray icon in the System Tray and select Open.
To configure the system:
Launch the application. The current availability of computer resources might cause a delay, so allow enough time for it to launch successfully. When the Configuration Wizard starts, the Welcome screen displays.
Click Next. If the application cannot connect to the Internet or communicate with the registration server, the Proxy Server screen displays.
Note: You can use this screen to verify your network communication and proxy server settings by clicking Test. The Communications Test dialog box displays, indicating a green checkmark for successful communication validation with Internet Connection, the Registration Server, and the Update Server.In the Proxy Server section, select one of the following options to verify that your proxy server settings allow you to connect to the Internet:
Use Browser Settings (Internet Explorer): By default, this option is selected, allowing you to use the browser settings of the computer where the application is installed to access the Internet.
No Proxy Server: Select this option if you connect to the Internet directly.
Specified: Select this option to configure your proxy server settings manually to access the Internet. The application enables the Security button and the Exceptions section.
Note: If you need to use bypass addresses, you must select Specified.
If you selected Specified:
Enter the HTTP or HTTPS (Secure) proxy server address or DNS name and ports. Or, enter information in the HTTP fields, and ensure that the Use the same proxy server for both HTTP and HTTPS check box is selected, so that the application populates the HTTPS fields with the same information.
Note: If the addresses, DNS names, or ports are incorrect, the application displays a red exclamation point in the corresponding field. You must correct the information before you can continue to the next step.To identify any addresses that you want the proxy server to bypass, or to ensure that the application bypasses the Xerox Services Manager registration server when it is inside the firewall, enter the addresses in the Exceptions section, separating each entry with a semicolon.
If your network uses an authenticated proxy server:
Click Security. The Advanced Communication Properties dialog box displays.
Select one of the following from the Authentication Type drop-down menu:
Auto Detect
NTLM
Digest
Kerberos
Negotiate
Basic
Complete the User Name, Domain, Password, and Verify Password text fields, and click OK. The Advanced Communications Properties dialog box closes, and returns you to the third screen in the Register the Account section.
Click Test. A dialog box displays, showing the communication status with the following:
Internet Connection: Verifies if the proxy settings are valid for basic Internet connectivity.
Registration Server: Verifies that the application can communicate with the server required for registering the application. The application must pass this test in order to proceed to the next step.
Update Server: Verifies that the application can communicate with the server that provides software updates, so that the application can automatically upgrade to the latest version. If this test fails, you can continue with the registration, but you need to fix the issue in the future.
Click OK. The dialog box closes.
Continue to test each of the proxy server options until the Registration Server communication status passes.
Note: If the connection test continues to fail and you have verified that the proxy server settings and the Internet is functioning on the computer, contact your Xerox Support Representative.When the Registration Server test passes, click OK. The dialog box closes and you are returned to the third screen in the Register the Account section.
Click Next. The next screen in the Register the Account section displays.
Enter information in all the fields.
For Partner Edition only, if there is an XDA checkbox and it is checked, you will not be required to enter a chargeback code for billing purposes. In addition, the appropriate product codes will be associated with the new Xerox Device Agent.
If you want to change the default synchronization settings, click Synchronize Settings. The Synchronize Settings dialog box displays.In the Manufacturer Applicability area, select whether you want Xerox Device Agent to search for all printers or only for Xerox printers.
Schedule Tab: The application communicates with Xerox Services Manager according to the schedule. During the communication, the application obtains updates or changes to remote alert profiles, submits meter reads, and updates In Scope status of printers.
Note: If you choose to synchronize with Xerox Services Manager at a specific time each day, the synchronization frequency cannot be set greater or less than 24 hours.
Select one of the following:Every, and enter the frequency you wish to synchronize, or
Daily at, and click the drop-down arrows to set a specific time of day.
Note: If you power down your computer at the end of the day, do not set your schedule outside of business hours.
Printer Export: By default, the application exports the printers and printer data that it finds to Xerox Services Manager. From this export, Xerox Services Manager obtains the printer model name and other data from the printer.
Note: Enable Printer Export is the recommended setting, and is selected by default.
If you select the Skip Printer Export radio button, a warning message displays, reminding you to enable the printer export after you have completed configuration.
Corporation Security Mode: By default, the application contacts Xerox Services Manager daily and allows administrators to remotely change settings, avoiding the need for on-site visits. If your corporation requires a higher level of security, you can lock down the communication, so that there is no communication to Xerox Services Manager except for printer data synchronization. In this mode, any setting changes require an on-site visit and the application does not report any computer or printer IP addresses or site settings to Xerox Services Manager. It is not recommended that you change this setting; however, if necessary, do the following.
Note: If your version of Xerox Device Agent does not contain the Corporation Security Mode tab, it operates in Normal mode.
Select the Locked Down radio button.Click OK to close the Synchronize Settings dialog box.
Note: If you enter incorrect information or leave a required field blank at any time during the Configuration Wizard, the application flags the incorrect field with an exclamation point. When you hover over the exclamation point, the application displays a brief message indicating the type of error, such as Invalid Entry. This field must be filled in. You must fix the information before the application allows you to continue to the next screen.
A message displays, indicating that the registration is in progress.
As the application attempts to complete registration, one of the three following statuses displays:Pending Registration: The screen displays a warning, indicating that Xerox Services Manager needs to approve your registration.
Click Try Again to re-attempt registration.
If registration still remains pending, contact your Xerox Support Representative.
Failed Registration: The screen displays an error icon and corresponding message, asking you to verify that the information you entered matches the provided correct registration information.
Click Try Again to re-attempt registration.
If the second registration attempt fails, verify that you have the correct registration information.
If the key and URL are correct, but your registration still fails, contact your Xerox Support Representative.
Successful Registration: If the registration is successful, the screen displays a green checkmark icon.
In the Manufacturer Applicability area, select whether you want Xerox Device Agent to search for all printers or only for Xerox printers.
If you accept the default selection All Network Printers, click Next.
Or, to configure printer search settings other than the default network settings:Click Advanced. The Search Settings screen displays.
Note: If you do not click Advanced, the default search is conducted using your local subnet.Select one of the following:
Default Search to start an automatic search for printers on the local subnet.
No Search to skip setting up your search settings at this time.
Specified Search to search for other printers or addresses outside of the local subnet. The New Search and Current Searches sections now display. This also enables the SNMP V3 search option.
Note: If you are performing a specified search, the application exercises rule RFC 1918 and allows you to use a subnet mask using internal addresses from x.x.x.0 to x.x.x.255. The first zero and last 255 of the subnet range, however, are reserved.
If you use a subnet mask that is not standard for your subnet class, a message similar to the following displays:
The range specified includes [X] addresses. The subnet mask entered is not the default Class [X] mask. Are you sure you want to use the range as specified?Verify that the range you specified is what you want.
Click Yes to allow the entry of the range. Click No to return to the screen, without adding the range, so the application can update the values.
Make a selection from the Search Type drop-down menu.
If you selected IPv4 Address or IPv6 Address, enter the address in the Specified field.
For IPv6, enter the value in the Prefix Length field.
If you selected DNS Name, enter the name in the DNS Name field.
If you selected IPv4 Address Range, enter the address ranges in the Start Address and End Address fields; and enter the Subnet Mask in the specified field.
If you selected IPv4 Subnet, in the Address in Subnet field, enter an IP address within the subnet. Then, enter the subnet mask in the Subnet Mask field.
If you selected Import, click Export Template. Complete the CSV file. Click Instructions for details on how to complete the CSV file. When you are ready , click Select File to import the list of printer addresses.
Once you have selected one of the Specified Search options and entered the information into the appropriate fields, click the right arrow to add your search information to the Current Searches list.
If you chose SNMP V3 search, the only search type available in Import. The steps are the same as when using the Import option in the Specified Search.
Note: If the IP addresses in your new search overlap any existing IP addresses in the Current Searches list, the application displays the red exclamation point icon, indicating that you cannot add the new IP address. To fix this error, go to the Current Searches lists, click Delete or Delete All and search again for the new addresses.
If you want to modify any of the Advanced Communication Properties which include Communications, Search settings, and printers to exclude from searches:
Click Advanced. The Advanced Communication Properties dialog box opens.
Modify any of the following settings as needed.
Enter "GET" community names to retrieve information from networked printers. To ensure a proper printer search, efficient status retrieval, and data collection, you must set the correct "GET" values in this dialog box. The default setting for the SNMP "GET" community name is "public".
Click New and enter a new name.
Enter "SET" community names to configure parameters on networked printers. To reset the printers, you must configure the correct "SET" names. The default settings for the SNMP "SET" community name are "internal", "private", and "public".
Click New and enter a new name.
Modify other settings in this dialog box, as necessary.
Set the number of timeouts and retries in the Communications Settings section.
From the Timeout drop-down list, select a number to identify the number of seconds.
From the Retries drop-down list, select a number.
Note: If you want to return to the default settings in this dialog box, click Restore Defaults.On the Search tab, modify how often the application performs a printer search from the Schedule.
Click Never radio button to disable scheduling.
Modify the Manufacturer, if necessary:
Select All Network or Only Xerox Network Printers.
Select the check box to retrieve advanced printer information such as tray levels, bin levels, and supply information when the printer is initially discovered.
On the Exclusions tab, enter the IP addresses, subnets, or ranges that you wish to exclude. The process is the same as when you are adding addresses to the discovery list. Follow the same steps you would use to specify a search for printers.
Click OK to close the Advanced Communication Properties dialog box.
Click OK to close the Search Settings dialog box.
Click Next to continue to the Search for Printers section of the Configuration Wizard.
SEARCHING FOR PRINTERS
After you have completed registration successfully, the first screen of the Search for Printers section displays, indicating the progress of your printer search.
Note: The Printer Search may take several minutes, depending on the search type, configuration, and number of potential networked devices.
As the application attempts to complete the printer search, one of two statuses display in the Search for Printers section of the screen: failed or successful.
If you receive a Failed Printer Search message, use one or more of the following methods to investigate the failed printer search:
Verify that all your printers are online, and click Search Again.
Verify that SNMP is enabled on the printers.
Verify that SNMP community names configured on the application match those on the printers.
Verify that SNMP traffic is not being blocked on your network.
Skip the printer search, and select Actions > Add Printer Wizard to do a one-off printer search.
Click Single Address to add the IP address of a known printer.
Ping the IP address of the printer from the computer on which the application is running.
If the application still is unable to find any printers, click Back to return to the first screen of the Search for Printers section, verify and/or adjust your search criteria, and start another search.
If you exhaust these options and cannot find any printers, contact your Xerox Support Representative.
If you receive a Successful Printer Search message, the Search Results screen displays a check mark and the number of discovered printers.
Click Next. The Progress screen displays the communication settings status, followed by the Completed screen.
Click Finish to close the Configuration Wizard and open the application user interface.
Opening the Application
To access the application after installation and configuration, use one of the following methods:
Double-click the application icon on the desktop.
Double-click the tray icon in the System Tray, which is where the minimized application runs after installation.
Navigate to the Start menu programs folder and select the application.
Right-click the tray icon in the System Tray and select Open.
