Xerox Smartsend 3 User Manual

Xerox SMARTsend 3.0  
Brochure  
®
®
Xerox SMARTsend 3.0  
Scanning made fast  
and secure  
Create the workflow  
Publish the workflow  
• Device Workflow  
• PaperWare Workflow  
• Scan to E-mail  
• Scan to Repository  
• Scan to File  
Print at Remote  
Device  
1. Create the workflow at your PC — Using Workflow Wizards indicate document destinations, digital formats, how you want to publish it, etc.  
2. Publish the workflow —  
a. At the device: In the UI scroll down the list of stored workflows, select yours, scan document for distribution, push the start button!  
b. PaperWare cover sheet: Print a PaperWare cover sheet listing your workflow destinations, place it on top of your document, scan, and SMARTsend  
interprets and routes the document accordingly.  
3. Enjoy the Power of SMARTsend — In a single simple workflow you have distributed information to multiple destinations and multiple people.  
Download a free trial version of SMARTsend® 3.0 at www.xerox.com/SMARTsend  
• Customers with Xerox multifunction printers  
A smart network citizen  
SMARTsend software is incredibly IT friendly. It  
takes the load off system administrators.  
Technologically advanced  
enabled by EIP can easily scan and store  
hard copy information, such as expense  
forms or patient records, into a document  
repository, including Xerox DocuShare®  
Microsoft SharePoint® and Windows folders.  
SMARTsend software’s leading-edge features  
are designed to optimize your network  
investment and take your business process  
into the future.  
• Leverages network user profiles for security  
and easy access. There’s no need to set up  
individual users, and if you want to limit  
access, you can do that too.  
• Supports multiple Xerox products,  
including Xerox® ColorQube™, monochrome  
and color WorkCentre® Pro systems as  
well as legacy Document Centre® scan-  
enabled devices.  
At your multifunction printer touch screen,  
you can select the Scan to Repository icon,  
which can be customized to meet  
your company’s needs, for instance,  
"Scan to DocuShare."  
Provides automatic device discovery so  
users can easily locate the most convenient  
multifunction device.  
Enables you to add indexing information  
(metadata) to documents, and then use  
that identifying data later to search for  
them, so finding your documents is easy.  
You can look through your online folders  
and archives to select the destination for  
your document.  
Provides the ability to filter device lists  
based on location and device name, as  
well as ability to access a device Web UI  
for administrators.  
When you touch the Scan icon a thumbnail  
view of the document will appear on the  
screen, giving you visual confirmation  
that your information was scanned  
correctly. You can change the names of  
your documents by using the keyboard  
on the touch screen.  
Delivers the following functionality through  
Web service SDK:  
• Gives you maximum security for your  
sensitive information with multiple security  
features, including secure encrypted end-to-  
end filing via HTTPS, secure device discovery  
and configuration via SNPMv3, integrated  
network authentication and password-  
protected private workflows.  
Job Management (including programmatic  
job submission, cancellation)  
Platform Management  
Workflow Management  
Device Configuration  
When you select the Store button, you  
complete the process. At this point, you  
may choose to print a confirmation report  
that verifies job status.  
• Tracks workflow usage—the activity log  
ensures all workflows have an audit trail.  
Scan to Home Management  
Allows automatic deletion of expired or  
outdated workflows.  
3
Specifications for Xerox® SMARTsend® 3.0  
Internet Fax or E-Mail enabled devices  
(through the use of SMARTsend Pro PaperWare  
coversheets), including:  
• WorkCentre Pro 685/785  
• WorkCentre M20i  
• WorkCentre M118i  
• WorkCentre M24  
SMARTsend Key Features  
Operating Systems Supported  
• Windows 2003 Server with ASP.NET enabled,  
all service packs and critical updates and Internet  
Information Services installed  
• Windows 2008 Server  
• Windows XP Professional Workstation  
SP2 Platform  
Web-based software application that automates  
the digital transformation, conversion and  
distribution of hard copy documents, making  
more information accessible to more people  
Scanning workflow creation via web  
browser wizards  
Send to multiple destinations with a single scan  
Add indexing information (metadata) to  
scanned documents  
Convert scanned documents into a variety of  
industry standard formats  
Vary the scanned image format by destination  
Scan to Home feature allows easy set up of scan  
destinations (email address, FTP site, ECM Systems  
or network folder) for walk-up users  
Secure encrypted transmission of scanned data  
via HTTPS  
Private Workflows  
(with MFP Network Authentication)  
Delivery confirmations via email or printed at  
MFP scan source  
• Vista Business Edition  
WorkCentre Pro and  
The SMARTsend EIP applications are only supported  
on a Windows 2003 and 2008 servers—not XP Pro  
or Vista Business Server.  
SMARTsend may also be installed on the above  
operating systems in conjunction with VMware  
virtual infrastructure or Microsoft Virtual PC/Virtual  
Server. This may result in reduced performance  
(slower processing) based on the virtual machine.  
Document Centre Requirements  
• Scan to File enabled  
• T C P / I P  
• lpr enabled  
• DNS host name or static IP address assigned  
Output Destination and  
Repositories Supported  
• E m a il  
• F T P  
Client Requirements  
The SMARTsend client interface is web browser-  
based and can be accessed through the following  
supported web browsers:  
Windows Clients  
Microsoft Internet Explorer version 5.5 and higher  
Windows/Mac Clients  
Netscape Navigator version 7.0 and higher  
Mac OS X v10.2 or later  
Mozilla version 1.7 and later  
Mozilla FireFox version 1.0.6 and higher  
Linux/Unix Clients  
• Microsoft Network Folder  
• NetWare Folder  
(Novell® NetWare—version 5.x or 6.x)  
• Remote Printer  
• Scan to URL  
SMARTsend Pro Key Features  
Everything in SMARTsend, plus:  
• Domino.doc (version 3.1)  
• Domino (version 5.x or 6.0)  
• DocuShare 5.0 and 6.0  
• Microsoft SharePoint Portal Server 2001, 2003  
and 2007  
• Hummingbird DM 5.1.0.5 (optional)  
• Interwoven WorkSite 8.0 (optional)  
• Documentum 5.2.5.SP3 (optional)  
• Live Link Enterprise Server 9.5 (optional)  
Workflow initiation using PaperWare (scan cover  
sheets) enables scan destinations to be modified  
at the scan source  
Integrated Optical Character Recognition  
facilitates automatic digital archiving and easy  
document repurposing  
Mozilla version 1.7 and later  
Mozilla FireFox version 1.0.6 and higher  
System Specifications  
For best performance it is recommended that  
SMARTsend be installed on a dedicated  
server/computer. The minimum requirements are:  
Supported Xerox Multifunction Devices*  
The following Xerox scan-enabled multifunction  
devices have been certified to work with SMARTsend:  
• ColorQube™ 9201/9202/9203  
• Document Centre® 240 ST, 255 ST, 265 ST  
• Document Centre 425, 426, 430, 432, 440  
• Document Centre 460 ST, 470ST, 480ST, 490ST  
• Document Centre 535, 545, 555  
• WorkCentre® 232/238, 245/255, 265/275  
• WorkCentre 4150, 5030/5050, 7132  
• CPU:  
1.0 GHz or faster  
• Hard Drive  
• RAM:  
1 GB or more free disk space  
512MB or more.  
1 GB or more is recommended  
for all operating systems and is  
required for Windows Vista)  
• Network Protocol: TCP/IP  
(also supports HTTP/HTTPS)  
• Single network adapter  
• WorkCentre 5632/5638/5645/5655/5665/  
5675/5687  
(multiple adapters are not supported)  
• The computer can not be a domain controller.  
• WorkCentre 7328/7336/7345, 7425/7428/7435  
• WorkCentre 7655/7665/7675  
SMARTsend may also be installed on a shared print  
or file server with the above minimum specifications.  
• WorkCentre M20/M20i, M24  
• WorkCentre M118/M118i  
• WorkCentre Pro 32, 35, 40, 45, 55, 65, 75, 90  
• WorkCentre Pro 123/128, 133, 165/175  
• WorkCentre Pro 232/238, 245/255, 265/275  
• WorkCentre Pro C2128/C2636/C3545  
• Xerox 3635, 4260, 6400, 7232  
• Xerox 4590/4595™ Copier/Printer (with caveats)  
©2009 Xerox Corporation. All rights reserved. Xerox® and the sphere of connectivity design and Document Centre® DocuShare®,  
SMARTsend®, WorkCentre® and ColorQube™ are trademarks of Xerox Corporation in the United States and/or other countries. 09/09  
610P729914A  

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