Xerox Remote Services User guide

Brand: Xerox

Model: Remote Services

Category: Software

Type: User guide

Version 6.5

October 2021

Xerox® Device Agent

User Guide

the United States and/or other countries. BR17444

Microsoft®, Windows®, Windows Vista®, SQL Server®, Microsoft®.NET, Windows Server®, Internet Explorer®,

Windows Media® Center, and Windows NT® are either registered trademarks or trademarks of Microsoft

Corporation in the United States and/or other countries.

Linux® is a registered trademark of Linus Torvalds.

Apple®, Macintosh®, and Mac OS® are registered trademarks of Apple Inc.

VMware® is a registered trademark of VMware, Inc. in the United States and/or other jurisdictions.

Cisco® is a registered trademark of Cisco and/or its affiliates

Parallels Desktop is a registered trademark of Parallels IP Holdings GmbH.

Changes are periodically made to this document. Changes, technical inaccuracies, and typographic errors

will be corrected in subsequent editions.

Document Version: 6.5 (October 2021)

Revision History

Version

Date

Description

6.5

October 2021

Collect power data usage from devices and send the data to

Xerox® Services Manager

6.4

May 2021

By default, the software is set to automatically upgrade after each

installation or upgrade. Xerox Device Agent may be disabled or

terminated if communication thresholds set in Xerox Services

Manager are exceeded.

6.3

October 2020

Now supports SQL Server 2019. Added support for multiple card

readers.

6.2

May 2020

Updated support software section. Changed CloudDM to

CloudFM.

6.1

October 2019

Added CloudDM Setting. (This does not apply to Xerox® Device

Agent Lite installs and upgrades.)

6.0

May 2019

Removed references to Xerox Print Agent; it is no longer supported.

Added support for Windows Server 2019.

Changed the default auto-upgrade settings to Automatic.

Noted ability to re-register an account in Xerox® Services Manager.

Send card reader data to Xerox® Services Manager

5.6

October 2018

SQL Server 2017 Support, SNMP Access Denied Status email, and

installation failure warning for unsupported .NET versions

5.5

May 2018

Updated Branding, fixed bookmarks, updated supported

hardware, added the recovery services feature, added remote

snmp v3 discovery, add Appliance Deployment Appendix

5.4

October 2016

Added registration option for PE upgrades that mimic Xerox®

Device Agent

Introduction

Version

Date

Description

5.3

February

2016

Updated supported hardware and software requirements, added

support for Macintosh environments

5.2

June 2015

Added features from the 5.1 and 5.2 releases. Updated the

hardware and software requirements.

5.0

July 2014

Rewritten for clarity; proxy consolidation updates

1.1

April 2013

Operating System: Added Windows® 7 Home Edition

Removed Windows® 7 2008 r2 Domain Controller support

Memory: Removed Windows® 2012 Domain Controller support

 
Xerox® Device Agent User Guide  i 
Contents 
1. Introduction ................................................................................................................................................................................................ 1 
Product Overview ...................................................................................................................................................................................... 1 
Data Security ......................................................................................................................................................................................... 1 
Using this Guide ........................................................................................................................................................................................ 1 
2. Getting Started .......................................................................................................................................................................................... 2 
Checking the Requirements ................................................................................................................................................................. 2 
Hardware and Software ................................................................................................................................................................... 2 
Requirements to Run on a Macintosh Operating System .................................................................................................. 3 
Unsupported Configurations .......................................................................................................................................................... 4 
Database Configurations ................................................................................................................................................................. 4 
Installing the Software ........................................................................................................................................................................... 4 
Uninstalling the Application ........................................................................................................................................................... 8 
Automatic Updates ............................................................................................................................................................................ 8 
Disablement and Termination Thresholds ............................................................................................................................... 9 
3. Configuring the System ...................................................................................................................................................................... 10 
Overview .................................................................................................................................................................................................... 10 
Using the Configuration Wizard ...................................................................................................................................................... 10 
Registering the Account ................................................................................................................................................................ 10 
Starting the Wizard .......................................................................................................................................................................... 10 
Searching for Printers ..................................................................................................................................................................... 20 
Opening the Application ..................................................................................................................................................................... 21 
4. Using the Interface ............................................................................................................................................................................... 22 
Overview .................................................................................................................................................................................................... 22 
Understanding the Screens ............................................................................................................................................................... 23 
Viewing the Printers Screen .......................................................................................................................................................... 23 
Viewing the Synchronize Screen ................................................................................................................................................ 30 
Viewing the Settings Screen ........................................................................................................................................................ 30 
Using the System Tray ......................................................................................................................................................................... 31 
Resizing the Application ...................................................................................................................................................................... 32 
5. Working with Printers ........................................................................................................................................................................... 33 
Overview .................................................................................................................................................................................................... 33 
Adding a Printer ...................................................................................................................................................................................... 33 

Contents 
Xerox® Device Agent User Guide  ii 
Adding Printers by IP Address or DNS Name ........................................................................................................................ 33 
Adding Multiple Printers ................................................................................................................................................................ 34 
Adding a Direct Printer ........................................................................................................................................................................ 35 
Deleting a Printer ................................................................................................................................................................................... 36 
Exporting the Printer List ..................................................................................................................................................................... 36 
Viewing Printer Properties .................................................................................................................................................................. 37 
Checking the Status......................................................................................................................................................................... 37 
Checking Consumables .................................................................................................................................................................. 39 
Viewing Printer Information ........................................................................................................................................................ 41 
Understanding Printer Features ................................................................................................................................................. 43 
Viewing Transmitted Meters Usage ......................................................................................................................................... 45 
Checking the Usage Summary ................................................................................................................................................... 46 
Viewing the Usage Counter Details .......................................................................................................................................... 47 
Viewing the Power Data ................................................................................................................................................................ 48 
6. Synchronizing the Data ....................................................................................................................................................................... 49 
Overview .................................................................................................................................................................................................... 49 
Using the Details View ......................................................................................................................................................................... 49 
Using the Data View ............................................................................................................................................................................. 50 
7. Configuring the Settings ..................................................................................................................................................................... 52 
Overview .................................................................................................................................................................................................... 52 
Working with the Views ....................................................................................................................................................................... 52 
Using the Search View.................................................................................................................................................................... 53 
Viewing the Status Read ............................................................................................................................................................... 57 
Viewing the Local Alerts ................................................................................................................................................................ 59 
Viewing the Remote Alerts ........................................................................................................................................................... 60 
Working with Administrator Settings ....................................................................................................................................... 61 
Changing the Language ................................................................................................................................................................ 62 
Working with Automatic Updates ............................................................................................................................................. 63 
Viewing the Log ................................................................................................................................................................................ 65 
Using Diagnostics ............................................................................................................................................................................. 65 
Using CloudFM .................................................................................................................................................................................. 66 
8. Troubleshooting ..................................................................................................................................................................................... 67 
Recovery Services ................................................................................................................................................................................... 67 
Monitoring Recovery Services ..................................................................................................................................................... 67 
Running Recovery Services ........................................................................................................................................................... 67 

Contents

Xerox® Device Agent User Guide iii

Disabling Recovery Services Automatic Upload .................................................................................................................. 68

Issues and Responses ........................................................................................................................................................................... 68

9. Appliance Deployment Appendix ................................................................................................................................................... 71

Hardware ................................................................................................................................................................................................... 71

Windows Convenience Modifications ........................................................................................................................................... 71

Xerox® Device Agent User Guide 1

1. Introduction

Product Overview

The Xerox® Device Agent Xerox Device Agent enables the service provider to monitor and assess output

devices on your network, and provides continuing asset management information. Xerox Device Agent is a

Microsoft Windows® device management client that uses Microsoft® SQL Server® to provide automated

device meter, supplies, and status retrieval and submission to Xerox® Services Manager, and proactive alert

monitoring for automatic incident creation and problem resolution. Xerox Services Manager is a web-based

application that provides a single point of management for your enterprise’s output devices, supplies, and

service-related incidents to help you manage costs and increase device and user productivity. Xerox Device

Agent features a built-in alert detection system that can warn you when certain conditions exist in

monitored devices. It can:

• Discover network-connected printers

• Monitor for status and alert conditions and notify via e-mail when they occur

D A T A S E C URITY

Xerox Device Agent communicates periodically with Xerox Services Manager. To ensure maximum security

for your data, Xerox Services Manager is hosted in an ISO 27001-compliant facility. Data sent to your

partner is primarily printer-specific billing counters, supply levels and printer alerts. Data is compressed,

encrypted and protected by several mechanisms:

• Xerox Device Agent initiates all contact with Xerox Services Manager and standard firewall

configurations on the site are required to enable communication.

• Xerox Device Agent requires a valid proxy, if one is required for Internet communication.

• Xerox Services Manager data server sits behind a secure firewall and is not accessible from the Internet.

• Xerox Services Manager user interface access requires authentication. Xerox Device Agent information is

stored in an account specific to the customer site and the access to that account data in Xerox Services

Manager is restricted to the Xerox Services Manager account managers.

• All Xerox Services Manager communication is logged and available for viewing.

• Data sent to your networked devices consists primarily of remote commands that allow an account

support administrator to request Xerox Device Agent command execution.

• Requests principally involve firmware updates, printer reboots, test page printing and current device

status refreshes.

• Xerox Device Agent periodically polls its Xerox Services Manager account for command requests.

• Operations results from command requests are sent to the Xerox Services Manager server, where they are

reviewed.

Using this Guide

This guide is intended for users installing Xerox® Device Agent.

Xerox® Device Agent User Guide 2

2. Getting Started

Checking the Requirements

Before you can start using the client software, you must ensure that the requirements described

in the following sections are in place.

H A R D W A R E AND SOFTWARE

This section describes the hardware and software requirements necessary for running the client

software.

Item

Requirement

Operating System: (32- and

64-bit)

• Windows Server® 2012 and 2012 R2

• Windows Server® 2016

• Windows Server® 2019

• Windows® 8.1

• Windows® 10 Professional, Enterprise, Home

• Apple® OS 10.9.4 or later when run with the Parallels®

Desktop hardware emulation software. Go to the

Requirements to Run on a Macintosh Operating System

section for requirement details.

• Microsoft®.NET framework 4.5.2 Extended (Full Version)

installed

DB Server

• Note: Xerox Device Agent can use a customer’s pre-

existing full SQL Server. During installation, you can

choose a database running on a standalone server.

• SQL Server® Compact Edition

• SQL Server® 2012 SP4

• SQL Server® 2014 SP3

• SQL Server® 2016 SP2

• SQL Server® 2017

• SQL Server® 2019

• The software includes Microsoft SQL Server® Compact

Edition.

Memory

• Windows® 8.1, Windows® 10, Windows Server® 2012

and higher: 2 GB of RAM (2.5 GB or higher

recommended)

Processor

• 1.7 GHz processor or better

Hard Disk

• Minimum free space is 450 MB

Minimum Resolution

• 1024 x 768

Getting Started

Xerox® Device Agent User Guide 3

Permissions

• You must install the application software on the client

computer using the administrative account or an

account with administrative privileges.

Internet Connection

• Required

Notes

• We strongly recommend that you update your host computers with the latest critical patches

and service releases from Microsoft Corporation.

• The Network Transmission Control Protocol/Internet Protocol (TCP/IP) must be loaded and

operational.

• Requires SNMP-enabled devices and the ability to route SNMP over the network. It is not

required to enable the SNMP service on the computer where Xerox Device Agent will be

installed or any other network computers.

• You must install Microsoft.NET framework 4.5.2 Extended (Full Version) before you install the

application.

The application should not be installed on a PC where other SNMP-based applications or other

Xerox printer management tools are installed, since they may interfere with each other’s

operation.

R E Q U I R E M ENTS T O R UN ON A MACINTOSH OPE R A T I N G S Y S T E M

This table lists the system requirements that you must meet to run Xerox Device Agent in a

Macintosh environment. You can only run Xerox Device Agent in a Macintosh environment by

using hardware emulation software. You cannot run Xerox Device Agent in a native Macintosh

environment.

Item

Requirement

Apple Mac Hardware

• Intel Core 2 Duo, Core i3, Core i5, Core i7, or Xeon processor

Host Operating System for

Apple Mac Platforms

• Apple OS 10.9.4 or Later

Hardware Emulation

Software

• Parallels Desktop v10.2.1 or later required for Apple OS X 10.9

“Mavericks” – 10.10.x “Yosemite” host systems

• Parallels Desktop v11.0.1 or later required for Apple OS X

10.11 “El Capitan” host system

Supported Guest Windows

Operating Systems Running

a Parallels Desktop (32 and

64 bit)

• Windows® 8.1, and 8.1 update 1 (64-bit only for update 1)

• Windows® 10

Additional Software

• Microsoft®.NET framework 4.5.2 installed

Memory

• 2 GB for all Windows Applications

Hard Disk

• Minimum free space is 600 MB (100 MB for Xerox Device

Agent and up to 500 MB for the Microsoft®.NET framework,

if not previously installed.)

• An additional 850 MB of disk space on the boot volume

(Macintosh HD) for Parallels Desktop installation

Getting Started

Xerox® Device Agent User Guide 4

U N S U P P O R T E D C O N F I G U R A T I O N S

This section describes the configurations that are not supported.

• Installation of the application on a computer with another Xerox device management

application, such as Xerox® Device Manager.

• Native Mac OS® operating system software (i.e., Xerox Device Agent can only run on the Apple

Mac Platform when the Parallels Emulation Software is installed.)

• Any version of UNIX® operating systems, Linux® operating systems, Windows® systems

running the Novell client, Windows® 7, Windows® XP, Windows® Vista, Windows NT® 4.0,

Windows Media® Center, Windows® 2000, Windows® Server 2008 and 2008 R2, Windows®

Server 2003, Windows® 8 RT, Operating systems running Terminal Services for applications

and Installation on Windows systems running domain controllers.

• Since this application has only been tested on VMware® Lab Manager/workstation

environment, other virtual environments are not supported.

D A T A B A S E C O N F I G U R A T I O N S

The application installs SQL Server Compact Edition 4.0 (SQL CE) database engine and database

files that store printer data and application settings within the installation directory. No database

licensing is necessary for the application. Xerox Device Agent also supports existing instances of

SQL Server, as described above.

Installing the Software

In this section, you will learn how to:

• Install the software

• Change the destination folder location of the application

Note

• Before installation, disable the Sleep and Hibernation modes to allow the application to collect

and transmit meter information.

To install the software:

1. Log in as an administrator.

2. Double-click the installation file. The Select Language screen displays.

Getting Started

Xerox® Device Agent User Guide 5

Note

If you do not have Microsoft.NET framework 4.5.2 Extended (Full Version), the installer displays

an error message prompting you to install .NET framework 4.5.2 Extended (Full Version) before

you continue with installation. You can download the .NET framework Extended (Full Version)

from the Microsoft Web site.

3. Verify that the correct language is highlighted.

4. Click Install. The License Agreement displays.

5. Click View Readme. The ReadMe file displays.

6. Select I accept the terms of the license agreement radio button.

Note

If you are performing a manual update of the application and you have the current version

of the application open, you are prompted to accept the End-User License Agreement

(EULA).

7. Click Next.

8. In the SQL Server Selection screen choose one of the following:

- Use built-in database server (SQL CE): Select this option to run the application on a SQL

CE database server then select this option. The SQL CE is automatically installed on the

customer machine. Go to step 12.

- Use an existing MS SQL database server: Select this option to use the SQL server that is

already available. Go to the next step.

9. Click Next. The Database Server screen displays. Provide the authentication type. Click Next.

10. Click Next. In the SQL Database Creation screen, select one of the following:

- Create New Database: if you want to create a new database. With this option, the

application backs up your current database, but you still need to configure the

application and search for printers again to populate your new database. Use this

setting if the account used for the previous installation is unknown, different than the

new account or configuration, or if you want to start with a clean installation with

default settings

Getting Started

Xerox® Device Agent User Guide 6

- Use Existing Database: if you want to upgrade using the information from your current

database, and if the last installation was for the same account and was properly

configured for the new installation.

11. Click Next. A warning message prompts the user to back up the database before upgrading,

Click Yes.

12. The Destination folder screen displays. Do one of the following:

– To accept the default location for the Destination folder, click Next (recommended).

– To change the default location, click Change. The Browse for Folder dialog box displays.

Note : If you are installing the application on an operating system in a language other than

English where the "Program Files" directory name is localized, the default installation path is

displayed in English. The application, however, installs at the correct localized directory for

your selected language.

Getting Started

Xerox® Device Agent User Guide 7

- Navigate to and select the desired folder or create a new one.

- Click OK. The dialog box closes.

Note

You cannot install your application in the root directory.

13. The Database Options screen opens if a previous version of the database is detected. Make

a selection and click Next.

- Create New Database if you want to create a new database. With this option, the

application backs up your current database, but you still need to configure the

application and search for printers again to populate your new database. Use this

setting if the account used for the previous installation is unknown, different than the

new account or configuration, or if you want to start with a clean installation with

default settings

- Use Existing Database if you want to upgrade using the information from your current

database, and if the last installation was for the same account and was properly

configured for the new installation.

14. Click Install. The Installing Xerox Device Agent screen displays, indicating the progress of the

installation, after which the Install Completed screen displays.

15. To launch the application immediately, leave the check box saying “Launch Xerox Device

Agent now” selected, and click Finish (Recommended). The Configuration Wizard displays.

Note

If other applications are running on your computer, you might experience a delay from the

time installation concludes and the Configuration Wizard begins. See the Registering the

Account section for more information.

To launch the application later, de-select the check box and click Finish. See the Registering

the Account section for more information.

Notes:

You must complete the Configuration Wizard after installation. See Configuring the System

for further information.

Getting Started

Xerox® Device Agent User Guide 8

You can click Cancel on any screen during the installation. A dialog box displays asking you

to confirm the cancellation. If you click Yes, the Install Failed! screen displays, indicating that

the application remains uninstalled. Click Finish. To install the application, you need to run

the installer again.

If an automatic or manual installation fails (i.e., because the correct version of .NET is not

installed), a pop-up message alerts the user and an error event is added to the application

log and an e-mail is sent to the configured administrator account. The pop-up error

communications continue until you opt out of the alert or the error is resolved.

U N I N S T A L LI N G T H E A P P L I C A T I O N

Note:

This is an optional feature that allows you to uninstall the database when you uninstall the

application.

If you decide to uninstall the application, the Uninstall Options screen displays.

1. Select one of the following:

- Do not remove the database if you want to preserve your current database.

- Remove the database if you do not need to preserve your current settings for a future

installation. This removes the active database and any future installation creates a new

database at the time of installation. If there are any databases backed up during the

installation as part of the Database Options, they are not removed.

2. Click Continue.

A U T OM A T I C U PD A T E S

The application supports automatic update. When a newer version of the application is released,

it is loaded on the Auto Update server, which the application can connect to.

The application contacts the Auto Update server at:

• Scheduled intervals that you specify in the Updates section of the Settings area

• Application startup, if the schedule is in the past

• Your request, from the Updates section of the Settings area

The server identifies if there is a newer version available for download.

If you set the application to prompt you when updates are available, or if you clicked to check for

updates, the application asks you to confirm whether you want to update the application.

• If you select No, the Next scheduled upgrade dialog opens. Select the day of the week and

time of the day when you would like to receive your next reminder to upgrade.

• If you select Yes, the application proceeds automatically to:

- Download the new installer

- Run the new installer (which closes the application if it is open)

- Uninstall the older version and install the newer version

- Run the new version of the application that was just installed

Notes:

• If you are updating the application, but you decide to cancel the installation process, you must

run the installation setup file again to complete the installation.

• Depending on where you cancelled the update in the installation process, you could end up

with an unusable application.

Getting Started

Xerox® Device Agent User Guide 9

D I S A BL E M E N T A N D T ER M I N A T I O N T H R E S H O L DS

When disablement thresholds are enabled in Xerox Services Manager, if Xerox Services Manager

has not communicated with Xerox Device Agent within the specified period of time, or the

customer or account has been disabled in Xerox Services Manager, then the Xerox Device Agent

may be disabled or terminated. These thresholds cannot be edited in Xerox Device Agent.

To re-enable a Xerox Device Agent that has been disabled for exceeding the communication

threshold, you need to resolve the issue that caused the disablement. It is impossible to re-enable

a Xerox Device Agent that has been terminated; in this instance, you must reinstall the Xerox®

Device Agent.

When a Xerox Device Agent is pending disablement or termination due to communication

failure, warning emails are be sent if email alerts are configured in Xerox Device Agent. See

Viewing the Local Alerts section in this document to configure emails.

Xerox® Device Agent User Guide 10

3. Configuring the System

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 configure with the Configuration Wizard.

R E G I ST E R I N G T H E A C C O U N T

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, if enabled, 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

An Operations Center Administrator can remotely change the registration of a Xerox Device Agent to

another account and or chargeback code in Xerox Services Manager. Xerox Device Agent registrations can

be moved between partners within the same Operations Center and even to another Partner Account / CBC

in another Operations Center. This function is documented in the Xerox Services Manager Administration

Guide.

S T A RT I N G T H E W I Z A R D

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.

Configuring the System

Xerox® Device Agent User Guide 11

To configure the system:

1. 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.

2. 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.

3. 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.

4. If you selected Specified:

a. 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.

Configuring the System

Xerox® Device Agent User Guide 12

b. 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.

5. If your network uses an authenticated proxy server:

a. Click Security. The Advanced Communication Properties dialog box displays.

b. Select one of the following from the Authentication Type drop-down menu:

– Auto Detect

– NTLM

– Digest

– Kerberos

– Negotiate

– Basic

c. 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

6. 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 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.

7. Click OK. The dialog box closes.

8. 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.

9. 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.

10. Click Next. The next screen in the Register the Account section displays.

Configuring the System

Xerox® Device Agent User Guide 13

11. Enter information in all the fields.

12. 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.

13. If you want to change the default synchronization settings, click Synchronize Settings. The Synchronize

Settings dialog box displays.

a. 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 (cannot be fewer than 6 hours), 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.

Configuring the System

Xerox® Device Agent User Guide 14

b. 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.

c. 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.

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Xerox Remote Services User guide

Brand: Xerox

Model: Remote Services

Category: Software

Type: User guide

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