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 eCopy ShareScan

®

 Installation and Setup Guide 

|

 151

Configuring the Document Tracking function

The Document Tracking function enables you to save a copy of every scanned document, as a 
PDF file, in a secure network location that is in the same domain as the Services Manager PC. 
This function also adds the name of the PDF file to the Activity Tracking log.

The Document Tracking function works only when Activity Tracking is enabled for the device.

You turn the Document Tracking function on or off for individual connector profiles (see 
Table 18).

To configure the Document Tracking function:

1

In the console tree, select 

Devices

 > <

device_name

> > 

Activity Tracking

.

2

Select the 

Activity Logging

 tab and then select 

Enable

.

3

Select the 

Document Tracking

 tab.

4

Specify the settings (see Table 48).

5

Click 

Save

.

Summary of Contents for 3323B001 - imageFORMULA ScanFront 220e

Page 1: ...Part Number 73 00330 1 01 2009 eCopy ShareScan 4 5 Installation and Setup Guide for Canon ScanFront devices ...

Page 2: ...ademarks and or registered trademarks of Lotus Development Corporation and or IBM Corporation in the United States other countries or both Intel and Pentium are registered trademarks of Intel Corporation ISIS is a registered trademark of EMC Corporation Microsoft Windows Windows NT Outlook and MS DOS are registered trademarks and Windows Server and Windows Vista are trademarks of Microsoft Corpora...

Page 3: ...up the Canon ScanFront device 26 Web administration 27 Activating connector profiles 32 Reference Configuring the system 35 Starting stopping and restarting the Services Manager 36 Setting security options for a Services Manager 37 Configuring system properties 39 Configuring general system properties 39 Configuring advanced system properties 39 Configuring keyboard settings 41 Configuring Session...

Page 4: ...tion 70 Configuring file name and index fields 71 Configuring the fax address format 73 Configuring support for local address books 75 Configuring connector Services 80 Copying Services settings 80 Configuring Document Settings 81 Configuring Scanner Settings 85 ScanFront scanner settings 86 Configuring Tracing settings 89 Reference Connector specific configuration information 91 eCopy Connector f...

Page 5: ...145 Configuring Activity Tracking 146 Configuring the Activity Logging function 147 Configuring the Additional Fields function 150 Configuring the Document Tracking function 151 Configuring the ID Services function 153 Reference Using eCopy Connectors 155 Using the fingerprint scanner 156 Registering fingerprints at the device 156 Logging on using the fingerprint scanner 156 Using the on screen ke...

Page 6: ...vi Table of Contents DNS considerations 174 Using a DNS server on the local network 174 Configuring the HOSTS file 174 Novell support 175 Index 177 ...

Page 7: ...or Available field types 71 TABLE 14 Fax Address Format window access 73 TABLE 15 Settings for creating a local address book database 78 TABLE 16 Settings for enabling address books 78 TABLE 17 Data Link Properties window Connection tab 79 TABLE 18 Services Document Settings tab 82 TABLE 19 Services Scanner Settings tab 85 TABLE 20 Canon ScanFront supported scanner settings 86 TABLE 21 Services Tr...

Page 8: ...y permissions Novell NetWare NDS 129 TABLE 41 Scan to eCopy Desktop Properties Environment settings 132 TABLE 42 Scan to eCopy Desktop Properties General settings 133 TABLE 43 Scan to eCopy Desktop Destination settings 134 TABLE 44 Scan to eCopy Desktop Advanced Account settings 136 TABLE 45 Scan to Printer Properties Configure tab 140 TABLE 46 Devices Activity Logging tab 148 TABLE 47 Activity Lo...

Page 9: ...uide is intended for administrators responsible for installing and configuring eCopy ShareScan It provides a product overview and describes system requirements and installation and configuration procedures In this chapter Further information 2 Customer support services 3 ...

Page 10: ... the Client and use the eCopy Connectors ShareScan Help The Help files contain information about configuring the system connectors and devices You can easily access the Help from the Administration console To access the Administration console help in the console tree select a node such as ShareScan and then click the Help button The Help opens in the Microsoft Management Console To access help for...

Page 11: ... or other assistance for operating the covered products during the hours established by your dealer or distributor If you require technical support after your dealer or distributor has provided Level 1 support the dealer or distributor will escalate the support issue to eCopy for resolution and will manage all related communications with you In addition to support provided by your dealer or distri...

Page 12: ......

Page 13: ...tal copiers and scanners When installing and setting up the software you need to understand the product components and the installation tasks In this chapter Product components 6 Installation tasks 8 Installing eCopy ShareScan 9 Licensing devices 11 Configuring and activating connector profiles 15 Setting up the Canon ScanFront device 26 ...

Page 14: ... ShareScan Product components Network computer running the Services Manager and one or more connectors applications connected to enterprise applications such as e mail and fax Administration console Client running on a Canon ScanFront device ...

Page 15: ...xt encryption etc It also manages all connected devices a single Services Manager can support multiple clients Apache Tomcat which provides the Web client resides on the PC running the ShareScan Services Manager It handles communications between the ScanFront device and the Services Manager It also keeps track of the hosted ScanFront devices manages scanner settings and initiates scanning on the S...

Page 16: ...an you perform the following tasks Install the ShareScan software Services Manager Administration console and the eCopy Connectors supplied with the installation program on a network computer License the devices Configure one or more connector profiles Set up the ScanFront device on the network and then connect it to the PC running the ShareScan Services Manager Activate the connector profiles on ...

Page 17: ...ield Wizard determines the locale on the computer where you are installing ShareScan the locale determines the language for the installation The InstallShield Wizard displays a screen that identifies software that must be installed on your system before you install ShareScan including MSXML6 0 SP1 Microsoft Visual Studio C Redistributables Java 2 Standard Edition Runtime Environment 5 0 UPdate 14 ...

Page 18: ...play an error message indicating that it cannot register the connector 7 Click Next The Ready to Install the Program window opens 8 Click Install 9 When the installation is complete click Finish If you select an e mail or fax connector and you want to use the product s Internet Address Book function to store manually entered addresses and fax numbers in a database you must install Microsoft SQL Se...

Page 19: ...se database see page 14 Configure one or more connector profiles see page 15 Set up the Canon ScanFront device see page 26 Add the Canon ScanFront device to the Services Manager see page 29 Activate the license and generate a license report see page 30 Note The first time that you open the Administration console ShareScan automatically connects to the local Services Manager The next section descri...

Page 20: ...n the toolbar The Select ShareScan Manager window opens The first Services Manager in the list is most often the local computer the one that you typically want to administer 3 In the list select the Services Manager that you want to use If the Services Manager that you want to use is not listed click Discover to refresh the list If the Services Manager is still not listed enter the machine name an...

Page 21: ...eCopy ShareScan Installation and Setup Guide 13 4 Click OK The Administration console opens ...

Page 22: ... key manually or by pasting a copied key and then click OK Click ENTER PRODUCT KEY to make the edit field active enter the product key in the field and then press ENTER Click Load Keys select the text file containing the produt keys and then click Open The License Information tab displays the product key or keys that you entered Note If you received your keys in electronic form you may want to cop...

Page 23: ...hip between the Display properties for an Exchange connector profile and the Scan and Mail button on the Client screen You can configure multiple profiles for each connector This section describes the basic process of configuring and activating a connector profile using the eCopy Connector for Microsoft Exchange as an example It does not provide any information about configuring a local address bo...

Page 24: ...Display ShareScan user on the Configure tab Content Express mode To access the Properties tab for a connector 1 In the console tree select Connectors The console displays all the installed connectors To change the view right click in the right pane click View and then select the view you want to use 2 Double click Exchange The console displays the Properties and Services icons ...

Page 25: ... the image associated with the connector profile s button click the Browse button next to the Image field locate the image that you want to use and then click Open 3 To modify the button label click in the Label field and enter the new text 4 Click Save The Save Profile window opens 5 Enter exchange_express as the name of the profile or leave default as the name and then click Save ...

Page 26: ...nt for each connector but most of the connectors especially the e mail and fax connectors contain similar types of settings Note Some connectors such as the Exchange Connector include a Wizard that walks you through the standard environment settings For information about using the Wizard to initially configure an Exchange Connector profile see page 94 ...

Page 27: ...eCopy ShareScan Installation and Setup Guide 19 2 Click Properties The Exchange Properties window opens 3 Select the Basic Settings tab 4 Enter the ShareScan User information and then click Test ...

Page 28: ...to send scanned documents as e mail attachments from their personal Microsoft Exchange account clear the Send from personal account option The connector will send the scanned documents from the ShareScan User Account To configure the profile to enable users to send scanned documents only to the logged on user select the Send to self option The Send screen will not appear on the Client screen at th...

Page 29: ...information that will be available to a user at an eCopy enabled device 2 To specify the default subject that will be available to the user at the device select it in the Subjects list The user can accept the default subject or enter a new subject 3 To specify the default note select Notes in the Message area and then select a note 4 Click Save to save changes to the profile ...

Page 30: ...at the device the Send screen will not appear on the Client screen at the device 2 Select the Enable check box 3 Enter information in the Subject and Note fields The user at the device will not have to specify a subject line or a note Note When you enable Express the connector profile will not use the default subject line or notes that you may have already specified on the Content tab ...

Page 31: ...ed enter the first few characters of a recipient s name As you type the system displays names that match the characters you entered 6 Select each recipient that you want to include on the To list and then click To in the Message Recipients area 7 Click OK The console displays the recipients in the To list The user at the device will not have to select any recipients 8 Click Save to save changes to...

Page 32: ...ner Settings Tracing Settings This section describes the basic process of configuring the Document Settings and Scanner Setting services For information about configuring Tracing Settings see page 89 To access the Services pane for a connector 1 In the console tree select Connectors 2 Double click Exchange 3 Double click Services The Services available for Exchange pane appears ...

Page 33: ...check box 3 Click Save to save changes to the profile To configure the Scanner Settings service 1 Select the Scanner Settings tab 2 Select the Enable Scanner Settings check box 3 For each option specify the default settings that you want this connector profile to use You can create additional profiles for the same connector that use different scanner settings at the same device The list of scanner...

Page 34: ...ppears This page enables you to connect the device to a network 4 Specify the device s network settings and then select Save 5 When prompted restart the device 6 Enter the password and then select Next The ShareScan Address page appears 7 Enter the IP address of the PC where you installed ShareScan Do not enter the IP address of the ScanFront device You can find the IP address of the Services Mana...

Page 35: ...e enables you to select languages in addition to French Italian German and Spanish for the hard keyboard and the on screen keyboard the Web administration component only supports French Italian German and Spanish In addition the Web administration component does not support auto completion or special keys TABLE 1 Remote administration functions Configuration tool Description Password Enables you t...

Page 36: ...ce software update Enables you to update the ShareScan device software Select the ShareScan CAB file that contains the updated firmware and then select Upload File About Displays product information Includes a button that enables you to calibrate the device Logout Displays the Password page Note To calibrate the device screen after the initial setup select About from the ShareScan Home screen TABL...

Page 37: ...ont devices The window displays IP Address information the name of the device the Client software version the Services Manager that is currently managing the device and the domain 4 If a device that you want to add does not appear in the list of available devices click Refresh 5 Select the device or devices that you want to license and then click OK 6 When the system prompts you to confirm the dev...

Page 38: ...erate a license report Note If you cannot activate a license immediately you have 30 days in which to activate it Note The eCopy Registration Web site enables you to upload the product key information needed to register eCopy enabled devices from the license report You typically complete the registration process after adding one or more product keys to the License Information pane and generating t...

Page 39: ...llation and Setup Guide 31 To view the device list 1 In the console tree select Devices The new device is listed in the right pane To change the view right click in the right pane click View and then select the desired view ...

Page 40: ...s the Device Properties pane for a device 1 In the console tree select Devices 2 Select a device 3 Select Properties The Device Properties pane displays the list of available connectors and the number of profiles that have been created for each connector Note The Arrange button enables you to position connector buttons in a particular order on the device s touch screen ...

Page 41: ...p Guide 33 To activate a connector profile on the selected device 1 Select the Activate Connector check box for Exchange The Select Connector Profiles window opens If you have not saved a profile s settings the profile name appears in red ...

Page 42: ...e such as exchange_express 3 Click OK The No of Profiles column indicates that you have activated one connector profile 4 In the Device Properties pane click Save to save changes to the profile At the device the touch screen will display a button for each active connector profile ...

Page 43: ...nabled devices The Services Manager supports multiple devices running ShareScan Embedded software The Administration console automatically detects the Services Managers on your network and lets you select the one that you want to use In this chapter Starting stopping and restarting the Services Manager 36 Setting security options for a Services Manager 37 Configuring system properties 39 Licensing...

Page 44: ...nager To start stop or restart a Services Manager use either of the following methods In the console tree right click the name of the Services Manager When the shortcut menu displays the available commands click the command that you want to use In the console tree select the name of the Services Manager and then click the appropriate button on the console toolbar Note Restarting a Services Manager...

Page 45: ...ed by it If you enable security for a Services Manager and add IP addresses to the list of allowed Services Managers and you later clear the Enable Security option the addresses stay in the list but the Services Manager ignores it To block access by other Services Managers 1 In the console tree select the name of the Services Manager and then click the Display Security Options button on the consol...

Page 46: ...ve added the addresses of all the Services Managers to which you want to grant access Those Service Managers will have the right to add or acquire devices managed by this Services Manager 6 Click OK To remove access rights from a Services Manager 1 In the console tree select the name of the Services Manager and then click the Display Security Options button on the console toolbar The Security Opti...

Page 47: ...ion It also specifies the TCP IP port used for communication between the Services Manager and eCopy enabled devices To view general system properties 1 In the console tree select System Information Properties and then select the General tab 2 Review the product information Configuring advanced system properties The Advanced tab enables you to configure properties for encryption the searchable text...

Page 48: ...ters and numbers This helps ensure that passwords are not dictionary words and are not easily guessed Searchable Text Engine Properties Language for Searchable Text creation The language that you want the Searchable Text engine the OCR engine to use The default is the language specified on the Keyboard Settings tab The list of languages depends on the YTR files that are installed in the ShareScanO...

Page 49: ...t a PS 2 hard keyboard You do not have to specify which keyboard to use on the device If you are using a Canon ScanFront device eCopy recommends that you use a USB hard keyboard If the ShareScan for Canon ScanFront software detects a USB keyboard a keyboard icon will not appear to the right of fields that require text input TABLE 3 System information Keyboard Settings tab Section Field Name Descri...

Page 50: ...ctors eCopy recommends that you refer to the connector specific configuration section for information about selecting the authentication type Quick Connect which is an add on connector has its own administration guide To configure Session Logon 1 In the console tree select System Information Properties and then select the Session Logon tab 2 Select Enable Session Logon 3 Configure the Session Logo...

Page 51: ...d name or directory root which is the starting point of the search This option defaults to the root of the main tree Use this option to select the specific DN or Context where you want the search to begin Scope The scope of the search at one level down from the Base DN or down to the lowest level of the tree Directory Access The type of access required to retrieve user names from the directory Ano...

Page 52: ...ng tracing will slow down overall system performance To configure system tracing 1 In the console tree select System Information Properties and then select the Tracing tab 2 Configure the settings see Table 5 3 Click Save TABLE 5 System information Tracing tab Section Field Name Description File Tracing Properties Off On Disables or enables file tracing Directory The location of the trace file Max...

Page 53: ... Services Manager can assign it to a device Once the key is assigned to a device it is no longer available for use with other devices In the Administration console the License Information tab displays the status of each product key in the license database see Table 6 Note If you assign a device to another Services Manager the license moves with the device TABLE 6 Product key status options Status ...

Page 54: ...en you activate the key for a device eCopy associates the serial number of the device with the site key When the number of devices associated with the key reaches the predefined limit you can no longer use the site key to activate devices To find out how many activations remain on your site license call Customer Support To enter a product key manually 1 In the console tree select System Informatio...

Page 55: ...valid keys 2 In the console tree select System Information Licensing 3 Click Load Keys The Open window opens 4 Select the text file containing the product keys and then click Open The License Information tab displays the imported keys Deleting product keys You should only delete a key if you are upgrading the license type for example if you are upgrading the key from Evaluation to Full Product If ...

Page 56: ... work in certain network environments see page 166 Select the device or devices that you want to license and then click OK If the device is configured for use with another Services Manager the system displays a notification message If acquisition of the device has been disabled using the Security Options feature for the Services Manager ShareScan displays an error message prompting you to contact ...

Page 57: ...icense Information tab activate each license individually To activate all licenses via the Internet 1 On the License Information tab click Activate 2 When prompted click Yes to continue To activate a single license 1 In the console tree select System Information Licensing 2 On the License Information tab double click the product key you want to activate 3 Use one of the following methods to activa...

Page 58: ...ate your licenses Keep the report in a safe place in case you need to restore the license information A printed report is also useful if you need to manually activate product keys from another computer To generate a license report 1 In the console tree select System Information Licensing 2 On the License Information tab click Report The Save As window opens 3 Specify a location for the file 4 Clic...

Page 59: ... Monitor The Activity area displays a list of all requests and status information 2 Click Start Monitoring or Stop Monitoring 3 In the Filter list select none to view activity for all Services Managers or select a specific Services Manager whose activity you want to view 4 To send a text version of the activity log to a file right click in the list and then select Send to File The Save As window o...

Page 60: ...activity 1 In the console tree select System Information Reporting 2 Select the appropriate option Manager Displays the total number of pages scanned at each device connected to the selected Services Manager Device Displays the total number of pages scanned at the selected device After selecting a device specify the time period for which you want to create the report 3 Click Print to print the cur...

Page 61: ...t the Services Manager and then click the Export or Import Profiles icon on the Administration console toolbar Right click the Services Manager and then select Export Import Utility The Export Import Utility window opens 2 Click Export configuration 3 Select the items and connectors to back up 4 Select the target folder If you are copying files to share with other Services Managers select a shared...

Page 62: ...xport Import Utility The Export Import Utility window opens 2 Click Import configuration 3 Select the files and connectors to import If you are importing files that were exported from another Services Manager the utility does not import system data 4 Select the folder containing the files you want to use 5 Click Import 6 Click Yes to shut down the Services Manager while the files are imported Shar...

Page 63: ...rights By default remote access to the Services Manager is limited to domain administrators A domain administrator must grant access rights to anyone else who needs remote access to a Services Manager The only users who need remote access rights are those who will configure system and device properties To provide users with remote access to a Services Manager 1 To select the users to whom you want...

Page 64: ... Repeat steps 3 and 4 until you have added all the names you require to the list and then click OK To remove a user from the user list 1 To display the user list use either of the following methods Select the Services Manager and then click the Displays user list for remote access icon on the Administration console toolbar Right click the Services Manager and then click Display user list The Selec...

Page 65: ...soft SharePoint Livelink ECM Interwoven WorkSite OpenText Livelink ECM eDOCs DM EMC Documentum and Canon imageWARE Third party connectors developed using the ShareScan Software Development Kit SDK You configure connectors by creating connector profiles that specify various settings such as the appearance of the connector s button and the image format that you want to use during scanning You can cr...

Page 66: ...connectors For more information on downloading connectors please see the instructions provided with your ShareScan CD To install a connector from the ShareScan CD after initial installation 1 In Control Panel select Add or Remove Programs 2 Select eCopy ShareScan and then click Change The Wizard s Welcome window opens 3 Click Next The Program Maintenance window opens 4 Click Modify and then click ...

Page 67: ...lect the Uninstall option 2 When the uninstall process is complete run ShareScan Administration The Remove icon appears next to the name of the connector that you uninstalled It indicates that the connector has been uninstalled or is otherwise unavailable 3 In the console tree right click the name of the connector you uninstalled and then click Delete to remove it from the Connectors node To refre...

Page 68: ...able for activation in the device s Properties window You can use the Copy to option to copy settings between profiles for the same connector see page 80 To configure and save a new profile 1 In the console tree select the connector for which you want to create a profile 2 Select Properties specify the settings for the profile and then click Save The Save Profile window opens 3 Enter a name for th...

Page 69: ... connector profile that is activated on a device is represented by a separate button on the touch screen To activate connector profiles 1 In the console tree select Devices device_name Properties 2 Select the Selection tab and then select the Activate Connector check box for the connector that you want to activate The Select Connector Profiles window opens 3 In the Select Profiles column select th...

Page 70: ...rrange The Arrange Profiles window opens 6 Use the Move Up and Move Down buttons to arrange the profiles in the list in the order in which you want the connector buttons to appear on the touch screen and then click Save 7 Select the Selection tab and then click Save The profile is activated on the device ...

Page 71: ...r a table that lists each setting and the connector that uses it see the About configuring general Properties settings topic in the Administration console Help Common functions The following table describes functions that are common to many ShareScan operations TABLE 8 Common functions Function Description Defaults Restores the default settings such as the Display properties Deletes any custom ent...

Page 72: ...nd then specify the settings see Table 9 3 Click Save select or specify the profile name and then click Save TABLE 9 Connector Properties Display tab Field Description Image Used to select a gif or jpg file gif files have the advantage of transparency Maximum dimensions for the image are 64x64 pixels Label Used to enter up to three short lines of text Press ENTER between each line To make sure the...

Page 73: ...ties Content tab Section Field Button Description Message For e mail connectors the Subjects and Notes options appear in the Message list For fax connectors only the Subjects option appears in the Message list Add Adds a new subject or note to the list of subjects and notes available to the user at the device You can use the following variables USER_NAME Can be used in a subject line or in a note ...

Page 74: ...address FirstName MI LastName Displays the recipient s friendly name as it appears in the Lotus Notes address list If the name does not appear in the Lotus Notes address list the recipient s Internet e mail address appears Byline applies only to e mail connectors Appears at the bottom of the message body The byline used depends on the format of the scanned document attachment Custom Includes the s...

Page 75: ...file the system will display an error message and you will not be able to save the profile 2 Select the Express tab 3 Select Enable and then specify the settings see Table 11 The available settings depend on the connector 4 Click Save select or specify the profile name and then click Save Note When you configure an Express profile for a connector and Session Logon is enabled for the system users m...

Page 76: ...ow The window opens when you click the Add or Edit buttons The window enables you to name your destination add account information and enable and configure a cover sheet for the destination eCopy Connector for Fax via Lotus Notes Subject The subject line for the fax to which the scanned document is attached Fax Number The fax number to which the scanned document is sent Attach Cover Page Sheet Att...

Page 77: ...lder Settings and then click the Properties button The Scan to Desktop Properties window opens Configure and test the Environment Settings Select the General Settings tab and then select Scan to Self as the Recipient Type Authenticate Users is selected automatically Click OK to return to the Configure tab To create an Express connector profile for a destination folder Select Destination Settings a...

Page 78: ...ype in one or more characters and then activate the Search while typing option using one of the following methods If the hard keyboard is selected the user can press the built in keyboard button located at the end of the text control If the hard keyboard was not selected or is not available the user presses the Search button on the soft keyboard screen Example A user wants to enter Chris Levesque ...

Page 79: ...ditor window The following table lists available field types Each connector as well as Activity Tracking supports a unique group of field types TABLE 12 Field Editor options Section Field Description Properties Name The identifier for the field 15 characters maximum Type The field type see Table 13 Default The default value optional User modify Enables the user to modify the default value Field Si...

Page 80: ...m number of digits allowed Leading zeroes Pads all values with leading zeroes to make their length equal to the maximum field size Remember The number of previous entries to display when the user is prompted for the naming information If set to zero no previous values appear in the drop down list Separator Value The field separator character Time Format The time format TABLE 13 Field Editor Availa...

Page 81: ... window The following table shows the location of the window for each fax connector TABLE 14 Fax Address Format window access Connector Window access Fax via Microsoft Exchange From the connector Wizard or on the Fax Format tab of the Fax via Exchange Properties window Fax via Lotus Notes On the Fax Format tab in the connector s Properties window Fax via SMTP From the connector Wizard or on the Fa...

Page 82: ... To change the order of the fax address components select a component and then click Move Up or Move Down 5 For each component perform the following tasks Select the Value field for example Fax Prefix Value Click Modify The Modify Value window opens Enter the appropriate prefix value Click OK The completed string appears in the Fax Address Format window 6 When you finish building the fax address c...

Page 83: ...may choose to create one database for the Engineering department and another database for the Sales department If you are using a combination of e mail and fax connectors eCopy recommends that you create a separate database for each department Important You must use the version of the SQL Express installation program that is provided on the ShareScan CD and accessed through the Optional Components...

Page 84: ...ts you for a password You will need this password when you create an address book database The password must contain a minimum of 6 characters and must include alpha and numeric characters Note The version of SQL Express provided with ShareScan does not require any further configuration However should you need to check the configuration settings you can access the SQL Server Configuration Manager ...

Page 85: ...Local Address Book or under Address Books for Lotus Notes connectors click Create The Create an Internet Fax Address Book Database window opens 3 Specify the settings see Table 15 and then click Create 4 To use the new address book with the current Services Manager click Connect Now After connecting to the database a sample entry appears 5 To enable the local address book for use with the connecto...

Page 86: ...book is enabled you can add delete import and export addresses that will then be available at the device An imported address list must be a text file with a list of comma separated values CSV in the following format E mail connectors Last_Name First_Name Email_Address Fax connectors Last_Name First_Name Fax_Number You export an address book database to a CSV file Search On available for Internet a...

Page 87: ...cify your connection settings see Table 17 5 Click OK to close the window 6 To verify that you can manually add an entry to the address book click Add enter user information in the Add a Contact window and then click Add 7 If the address book is not enabled select Enable 8 Click Save select or specify the profile name and then click Save TABLE 17 Data Link Properties window Connection tab Step Opt...

Page 88: ...you to copy settings If you have configured only one profile for the selected connector the button is not available To copy Services settings 1 In the console tree select connector_name Services The Services pane appears 2 Select the connector profile whose settings you want to copy 3 Click Copy To The Copy Services Settings window opens The Copy From field displays the name of the currently selec...

Page 89: ...s user modifiable options are available when the user presses the Document Settings button on the Preview screen To configure the default Document Settings 1 In the console tree select connector_name Services and then select the Document Settings tab 2 Specify the default settings see Table 18 To find out which settings are available for each connector see the Document Settings Matrix topic in the...

Page 90: ... for PDF PDF A and eCopy file formats only On Processes all scanned documents using the OCR engine and embeds searchable text in the file If you also select the User modify option the user can choose whether to make the document text searchable on a document by document basis Off Searchable text will not be available for use with the profile User modify The user can override the default setting Fi...

Page 91: ...only On Removes blank pages from the scanned documents when the file size is within the range specified in the Threshold field Canon ScanFront devices have a scanner setting called Skip Blank Page that removes blank pages based on analysis of the content of each page Therefore if a user enables the Skip Blank Page option at the device blank pages will be removed based on content not on file size I...

Page 92: ...n the range specified in the Threshold field For black and white documents if the Blank Page Removal option is set to On the blank pages that divide the documents are removed from the final scanned document s User modify The user can turn batching on or off but cannot change the type of batching Document Tracking On When Activity Tracking is enabled for a device this option creates a black and whi...

Page 93: ...ings is a subset of the scanner settings that are available at the device 3 Click Save select or specify the profile name and then click Save TABLE 19 Services Scanner Settings tab Setting Description Enable Scanner Settings Activates the scanner settings for the profile Input Paper Size Paper sizes currently supported by the Services Manager The default setting is Use Default which enables the pr...

Page 94: ...I provides best results when creating searchable text 600 DPI may be necessary to maintain image quality when documents include complex graphics Note For double sided documents the ScanFront device does not support color scanning at 600 DPI Feeding Direction Auto 0 degrees 90 degrees 180 degrees 270 degrees The Auto setting rotates the scanned image based on the orientation of the text Note The Au...

Page 95: ...hance Blue Enhance The drop out values leave out the specified color during scanning The enhance values emphasize the specified color Affects the scanned image only when the Color Depth setting is B W or Grayscale The settings have no effect when the Color Depth setting is Color Remove Bleed Thru Yes No Keeps the images on the reverse side of a thin original document from appearing on the scanned ...

Page 96: ...nectors Orientation Portrait Landscape Same As Originals Scaling 20 100 percent Mirror Yes No Flips the image on the vertical axis to create a mirror image TABLE 20 Canon ScanFront supported scanner settings continued Option Settings Comments Description ...

Page 97: ...racing tab 2 Specify the default settings see Table 21 3 Click Save select or specify the profile name and then click Save TABLE 21 Services Tracing tab Section Field Name Description Enable Tracing On Off Enables or disables tracing File Daily Creates a new log file each day Unlimited file size Adds all log entries to a single file When file size reaches Creates a new file when the file size reac...

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Page 99: ...e common to multiple connectors see page 63 For information about configuring connector Services that are common to multiple connectors see page 80 In this chapter eCopy Connector for Microsoft Exchange 92 eCopy Connector for Fax via Microsoft Exchange 105 eCopy Connector for Lotus Notes Mail 107 eCopy Connector for Fax via Lotus Notes 110 eCopy Connector for SMTP using LDAP 113 eCopy Connector fo...

Page 100: ...dress List it sends scanned documents from this account only if the Send from personal account option is not selected If the Send from personal account option is selected the connector prompts the user to log on at the device The Wizard selects the Send from personal account option automatically About Exchange Environment connection protocols The eCopy Connector for Microsoft Exchange supports fou...

Page 101: ... s reside Requires that the specified Service Account has access to a Global Catalog Server in the forest where the Services Manager is running Requires Exchange server 2000 or later WEBDAV WEBDAV No Best suited for Internet environments where the computer running the Services Manager is communicating with a front end Exchange server on the Internet For example in small satellite offices employees...

Page 102: ... configuring a connector profile for an environment that uses an External Associated Account EAA and contains multiple forests and you want to add additional account forests see page 95 6 Select the Local Address Book tab and then specify the settings see Table 15 and see Table 16 7 Select the Content tab and then specify the settings see page 65 8 Select the Express tab and then specify the setti...

Page 103: ...ect the Advanced Settings tab 2 Make sure that the current protocol matches the protocol for your environment If you change the protocol the system will prompt you to re enter the user credentials on the Basic Settings tab Table 24 3 Select Use External Associated Account The Resource Forest Settings window opens 4 Enter the Global Catalog Server information see Table 28 and then click OK In the E...

Page 104: ...to select the type of server that your company uses Exchange 2000 or later Enables you to choose any of the Environment options Exchange 5 5 Makes the other selections in the window inactive Note If you are using Exchange 5 5 you must use Microsoft Outlook as your default mail package Environment Enables you to select the type of environment that your company uses Single Forest Multiple Forests Us...

Page 105: ...your environment Fax Format window see Table 27 Exchange Properties Fax Format Settings This window is available only if you are configuring the eCopy Connector for Fax via Microsoft Exchange It enables you to specify the format of the fax addresses used by your server Exchange Connectors Properties Settings The Properties window enables administrators who are more familiar with Exchange server en...

Page 106: ... contain spaces Password The Exchange account password Domain The Windows domain to which this user belongs for Windows authentication Advanced Advanced Account Settings The advanced settings depend on the connection protocol selected for your Exchange environment see page 92 For information about the different protocol combinations and the associated settings see Table 25 Test Validates the logon...

Page 107: ... Server it prompts you to use the Advanced Account Settings window to configure the Global Catalog Server settings Locate server at runtime Enables the user at the device to select a server Always use the following server The name of the Global Catalog Server to be used at the device Port The port that you want the server to use Server requires SSL for communication Select this option if the Globa...

Page 108: ...o not select this option if you are using Exchange 2007 with LDAP WEBDAV or WEBDAV WEBDAV Specify a front end Exchange server Sends All WEBDAV communication through the specified front end Exchange server WEBDAV WEBDAV Uses the same WEBDAV settings as the ones available for the LDAP WEBDAV combination Server requires SSL for communication Use UPN format for User Credentials Server uses forms based...

Page 109: ...ser at the device to log on to Exchange The user can enter his or her personal logon information or if authorized another user s logon information The connector sends each e mail from the specified account Add messages to Sent Items folder Saves sent messages in the user s Sent Items folder Recipient Settings Allow user to select recipients Enables the user at the device to select recipients for t...

Page 110: ...s the user at the device to enter e mail addresses that do not belong to any of the other address books or to the Contacts folder Message Options Enables configuration message settings that are also available through Microsoft Outlook and OWA Outlook Web Access Importance Sensitivity Delivery Receipt Read Receipt Selecting the User Modify option for any of these settings enables the user to change...

Page 111: ... forest or edit settings for existing account forests If there is a two way trust between the account forest and the resource forest and the user account specified on the Basic Settings tab is an enabled user in the resource forest you do not need to specify additional service accounts for additional account forests The Account Forest Settings window enables you to specify information about the Ac...

Page 112: ...he device addresses that are not in the Global Address List or in the Contacts folder For information about creating and configuring address books see page 75 When you select the Enable user to manually enter addresses when sending e mail option on the General Settings tab and you enable the Internet Address Book option on the Local Address Book tab the system automatically adds the addresses ente...

Page 113: ...this account only if the Send from personal account option is not selected If the Send from personal account option is selected the connector prompts the user to log on at the device The Wizard selects the Send from personal account option automatically About Exchange Environment connection protocols The eCopy Connector for Fax via Microsoft Exchange supports four combinations of connection protoc...

Page 114: ...d to specify the basic settings see Table 23 This includes specifying the Fax Format see page 73 5 If you are configuring a connector profile for an environment that uses an External Associated Account EAA and contains multiple forests and you want to add additional forests see page 95 6 Select the Local Address Book tab and then specify the settings see Table 15 and see Table 16 7 Select the Cont...

Page 115: ...nding messages from the user s personal Lotus Notes account To configure eCopy Connector for Lotus Notes Mail properties 1 In the console tree select Lotus Notes Mail Properties 2 Select the Display tab and then specify the settings see Table 9 3 Select the Configure tab and then specify the settings see Table 29 4 Select the Address Books tab and then specify the settings see Table 15 and see Tab...

Page 116: ...h database and specify the Domino Server Mail Send Port and encryption options Domino Server The name of the HTTP HTTPS server where the eCopyMail pass through database is installed For HTTP Enter the server name IP address or fully qualified domain name as appropriate for your Domino environment For SSL HTTPS Enter the server name exactly as it appears in the SSL certificate For example if the na...

Page 117: ...109 To configure eCopy Connector for Lotus Notes Mail services 1 In the console tree select Lotus Notes Mail Services The Services pane appears 2 Configure the connector services see page 80 3 Click Save select the profile name and then click Save ...

Page 118: ...k as well as to the local Internet address book When a user sends e mail from a personal Lotus Notes account a copy of the message is automatically delivered to the sender s Inbox folder The recipient s fax number is included in the To field on the ShareScan Client in the format required by the fax server The server plug in recognizes the recipient address as a fax number and hands the request off...

Page 119: ...in the Cover Page Via Embedded Tag field Some fax servers use an embedded tag to indicate that a cover page is required When a user requests a cover page ShareScan adds the embedded tag string to the body of the message 5 Select the Address Books tab and then specify the settings see Table 15 and see Table 16 6 Select the Content tab and then specify the settings see Table 10 7 Select the Express ...

Page 120: ...nformation Email Send Options Send from personal account Sends e mail from a personal Lotus Notes account rather than from the ShareScan User account This option is available only if the Lotus Notes Address Book option is enabled on the Address Books tab If you select this option you must configure a Domino HTTP HTTPS server to use the eCopyMail pass through database and specify the Domino Server ...

Page 121: ... Display tab and then specify the settings see Table 9 3 Select the Configure tab The Configure tab displays a summary of the settings that you specify using the Wizard or using the Properties window Use the Wizard to specify the basic connector settings see Table 31 4 Select the Local Address Books tab and then specify the settings see Table 15 and see Table 16 5 Select the Content tab and then s...

Page 122: ...ion TABLE 31 Wizard settings SMTP using LDAP Wizard Window Field Description LDAP Server Type Server Type The available server types Generic LDAP Server Windows Active Directory Windows Active Directory Untrusted Novell eDirectory Netscape LDAP Server Open LDAP Server IBM Domino Server Your selection enables the Wizard to set your user ID e mail address first name last name and common name If your...

Page 123: ... the default port number 389 The Wizard resets the port back to 389 if it was changed in the Properties window Connect Anonymously Bypasses the Select LDAP User window and allows anonymous connection to the LDAP server if the server supports anonymous authentication Select LDAP User Not available if you select Active Directory as the server type Enables you to select a user from the LDAP tree in t...

Page 124: ... screen at the device Recipient Search for Mail via SMTP using LDAP only The search criterion that the server uses to find the recipient Common Name First Name Last Name User ID The setting defines the information that the user sees on the Send screen at the device Tip If you are using an Active Directory server and want the list of recipients to display groups as well as individuals eCopy recomme...

Page 125: ...e Windows option Available only if you select Active Directory as the server type Novell tree The Novell tree This is required if you select the Novell option Available only if you select eDirectory as the server type Fax Address Format For Fax via SMTP using LDAP only Cover Page No Cover Page Displays the fax format that you define in the Fax Address Format window Format Opens the Fax Address For...

Page 126: ...r is used for sender authentication if LDAP authentication is enabled Server The IP address DNS name or URL of the LDAP server associated with the directory you want to use Port The LDAP port number The default is 389 If this does not work try 3268 Server requires SSL for communication Requires the client to use SSL to communicate with the server User DN The distinguished name DN of the server acc...

Page 127: ...he sender First Name Last Name Common Name User ID The setting defines the information that the user sees on the Logon screen at the device Recipient Search for Mail via SMTP using LDAP only The search criterion that the server uses to find the recipient Common Name First Name Last Name User ID The setting defines the information that the user sees on the Send screen at the device Tip If you are u...

Page 128: ...te that your system uses to query the mail id mail e mail First name The attribute that your system uses to query the user s first name givenName sn uid SAMAccountName Last name The attribute that your system uses to query the user s last name sn givenName uid SAMAccountName Common name The attribute that your system uses to query the user s common name uid SAMAccountName sn cn givenName Custom LD...

Page 129: ...livers a copy of the message to the person specified in the From field Send to self Disables the list of recipients and sends the scanned documents only to the logged on user SMTP Server Logon Available only if SMTP Basic Authentication is enabled on the server Note If Session Logon is enabled and SSL is not enabled eCopy recommends that you select None or Login As None Use if the SMTP server does...

Page 130: ...server Windows domain Enables users at the device to use their Windows logon information via the SAMAccountName attribute to log on The Domain field specifies the Windows domain name This is required if you select the Windows option Available only if you select Active Directory as the server type Novell The Novell tree This is required if you select the Novell option Available only if you select e...

Page 131: ...b The Configure tab displays a summary of the settings that you specify using the Wizard or the Properties window 4 The Enable LDAP Address Book option is selected by default To disable this option you must select Send from a generic account as your User Logon setting see Table 35 5 Use the connector Wizard to specify the basic settings see Table 31 This includes specifying the Fax format see Tabl...

Page 132: ... information To configure eCopy Connector for Fax via SMTP services 1 In the console tree select Fax via SMTP Services The Services pane appears 2 Configure the connector services see page 80 3 Click Save select the profile name and then click Save ...

Page 133: ... connector You cannot configure a connector profile to send scanned documents to both scan inboxes home directories and a storage destination When a ShareScan user at an eCopy enabled device chooses a recipient the scanned document is delivered to the recipient s scan inbox or to the specified folder in the recipient s network home directory You can configure the connector to secure the scan inbox...

Page 134: ...inboxes it assigns the permissions needed to ensure the appropriate level of scan inbox privacy The connector uses the ShareScan Administrator group you designate in the Scan to Desktop Properties window to implement the required security TABLE 37 Scan to eCopy Desktop Security for scan inboxes System Role Permissions Windows Active Directory Administrators Full control Domain Administrators Full ...

Page 135: ...figure the connector profile to scan to both types of inboxes However if you modify the inbox type in the connector profile so that some users have scan inboxes while others have network home directories both types of inboxes can co exist on the same system The following table shows sample scan inbox paths Important Network home directories configured through a logon script are not supported TABLE...

Page 136: ...rectories see page 138 Before you can use the Scan to eCopy Desktop Connector you must configure the Inbox root directory see page 130 The connector automatically assigns specific file and folder permissions to ensure inbox security see Table 39 or see Table 40 depending on your network environment TABLE 39 Inbox root directory permissions Windows File or folder Role Permissions Inbox root directo...

Page 137: ...ctory permissions Novell NetWare NDS File or folder Role Permissions Inbox root directory Admin Full control Domain Admins not used in workgroups Full control applied automatically groupname your designated ShareScan Administrator group Full control Everyone File scan userdirs txt Admin Full control Domain Admins not used in workgroups Full control applied automatically groupname your designated S...

Page 138: ...boxes 4 Give the group Full Control access rights to the Inbox root directory 5 For workgroup implementations only on the PC where the scan inboxes are located create a local account for each user of Scan to eCopy Desktop Notes If you are migrating from an earlier version of eCopy ShareScan and have already configured an Inbox root directory you can use the existing location and settings You can a...

Page 139: ...ws you to send scanned documents to network locations such as Windows Novell or FTP folders or to folders on a USB Flash Drive 5 Select Inbox Agent Start Service The Inbox Agent provides eCopy Desktop with the path information that eCopy Desktop needs to connect to scan inboxes or network home directories The first time you click Start Service the Inbox Agent registry settings are automatically co...

Page 140: ...to which the service account belongs Inbox Root UNC Path Specifies the path to the Inbox root directory If the system prompts you to update permissions click the Yes button this ensures the security of scan inboxes and of the userdirs txt file The system creates an empty userdirs txt file in the selected directory unless a file already exists Windows environment Single domain mode recommended Sele...

Page 141: ...ents Users must enter the network password associated with the recipient s scan inbox to send scanned documents This option can only be modified if you select Scan Inboxes as the Inbox Type and Multiple as the Recipient Type Search Search while typing Enables or disables the Search while typing function at the device If a scanned image file already exists Specifies the action for the connector to ...

Page 142: ...ways Replaces an existing scanned document with the one the connector is currently saving Return error Displays an error message prompting the user at the device to change the file name Create unique file name Adds a unique number to the file name for example filename 1 filename 2 The scanned document is saved to the location using a unique file name and the existing document is not overwritten Fo...

Page 143: ...ication information at the device Specify the domain tree user ID and password to use for authentication The specified account requires write access to the destination RunTime The user at the device must log on to the destination before the scanned document is sent You specify the domain tree to use for authentication Note If you select FTP Folder as a destination type and Session Logon is enabled...

Page 144: ...t this option if the Global Catalog Server requires a Secure Socket Layer SSL Base DN Defines a starting point for the Global Catalog Server search that takes place from the authentication window at the device When you select a base DN Distinguished Name the Search while typing option searches the forest below the location of the Base DN The Browse button opens the Start Search At window where you...

Page 145: ...the Logon screen at the device Note eCopy recommends that you select First Name Last Name or User ID However if you choose Common Name eCopy recommends that you select a base DN to improve the search performance of this option Base DN Defines a starting point for the Global Catalog Server search that takes place from the authentication window at the device When you select a base DN Distinguished N...

Page 146: ... inboxes or network home directories eCopy Desktop uses the UDP User Datagram Protocol to communicate with the Inbox Agent Important The default UDP server port is 9999 and the client port is 8888 The default multicast server and client IP address is 239 254 5 6 If you need to change these settings contact Customer Support for assistance Example If you are logged on to your PC as auser eCopy Deskt...

Page 147: ...ion and Setup Guide 139 If you do not enable the Inbox Agent each eCopy Desktop user must manually configure the path to the scan inbox For information about configuring eCopy Desktop see the eCopy Desktop documentation or Help ...

Page 148: ...n specify the settings see Table 9 3 Select the Configure tab and then specify the settings see Table 45 4 Click Save select or specify the profile name and then click Save TABLE 45 Scan to Printer Properties Configure tab Field Button Description Enable Express Mode Does not display the settings screen to the user at the device The scanned documents print directly to the default printer using the...

Page 149: ...and Setup Guide 141 To configure eCopy Scan to Printer Connector services 1 In the console tree select Scan to Printer Services 2 Configure the connector services see page 80 3 Click Save select the profile name and then click Save ...

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Page 151: ...rmation about adding devices running ShareScan Embedded software see the Adding a device with an embedded Client section in the installation guide provided with the embedded products In this chapter Specifying a default device 144 Specifying default scanner settings 145 Configuring Activity Tracking 146 Configuring the Document Tracking function 151 Configuring the ID Services function 153 ...

Page 152: ...igured to use the Exchange and Scan to Printer connectors new devices are automatically configured to use the same connectors If you do not specify a default device new devices will not be configured to use any connectors To specify the default device 1 In the console tree right click the device name 2 Select Set as default device Note Devices can only inherit connector profiles from a default dev...

Page 153: ... the console tree select Devices device_name Properties 2 Select the Scanner tab The information on the Preferences pane depends on the device you are using See the Administration console Help for a table that describes some of the scanning preferences and associated options that you may see 3 Specify the default scanner settings The User modify option enables you to specify whether or not users a...

Page 154: ...tion writes detailed information about each job to a log file The Activity Tracking function enables you to perform the following tasks Configure the Activity Logging function see page 147 Configure additional activity tracking fields see page 150 Configuring the Document Tracking function see page 151 ...

Page 155: ...ields SUCCESS FAILURE Device Name If you select the Extended Fields function the log file includes the preceding fields and may include the following fields Document Size DOC SENT DOC TRACKED USERNAME DOMAIN If a user sends a scanned document to multiple recipients each name is separated with a semicolon To configure the Activity Logging function 1 In the console tree select Devices device_name Ac...

Page 156: ...not need to specify credentials However the Local System account must have access rights to the location Activity Log Overflow Maximum Log Size The maximum size for the log file in kilobytes KB Rolling filenames Specifies whether to use rolling file names when the existing log file reaches the maximum size and you want the system to create a new log file When you select this option the system rena...

Page 157: ...he scanned document DOC SENT The file name of the scanned document that the connector creates and sends to a destination such as USER589_EXCHANGE_01252007 104003 PDF DOC TRACKED The file name of the copy of the scanned document that the Services Manager creates and stores in a document tracking folder when the Document Tracking service see page 151 is enabled for the connector profile such as USER...

Page 158: ...ocument is scanned The system adds the information to each entry in the log file immediately before the machine name To configure additional activity tracking fields 1 In the console tree select Devices device_name Activity Tracking 2 Select the Activity Logging tab and then select Enable 3 Select the Additional Fields tab and then select Enable 4 To create a new activity tracking field click New ...

Page 159: ...ds the name of the PDF file to the Activity Tracking log The Document Tracking function works only when Activity Tracking is enabled for the device You turn the Document Tracking function on or off for individual connector profiles see Table 18 To configure the Document Tracking function 1 In the console tree select Devices device_name Activity Tracking 2 Select the Activity Logging tab and then s...

Page 160: ...in or in a trusted Windows domain Credentials to access the folder location User Name The user name password and domain that are required to access the folder The user must have access rights to the specified location Password Domain Use Activity Tracking Credentials Uses the same credentials that are specified using the Credentials button on the Activity Logging tab If you select this option the ...

Page 161: ... process by allowing the user to avoid entering authentication credentials at the device To configure ID Services 1 In the console tree select the device for which you want to enable the ID Service and then select Activity Tracking The right pane displays the Activity Tracking information 2 On the Activity Tracking tab select Enable and then click Save ID Services cannot be activated unless Activi...

Page 162: ...propriate None Passes credentials to ShareScan without encryption Triple DES Enables you to encrypt the information that is sent from the application that is supplying the credentials to ShareScan You do this by creating an encryption key that you store on the computer where the Services Manager is running and on the ID Service device Path Specifies a path to the storage destination for the encryp...

Page 163: ...files and activate them on a device you use a profile by selecting its button on the Client screen The look and feel of the Client depends on the eCopy enabled device that you are using In this chapter Using the fingerprint scanner 156 Using the on screen keyboard 157 Quick reference to using an eCopy Connector 158 ...

Page 164: ...dow opens 3 Enter your user name password and domain and then click Test The information is authenticated and is then associated with the scanned fingerprint 4 Click Save to store the information The next time you use the device you can use the fingerprint scanner to log on Logging on using the fingerprint scanner Make sure that Session Logon is configured before you try to log on using the finger...

Page 165: ...creen keyboard For ScanFront devices ShareScan automatically detects the USB hard keyboard but not a PS 2 hard keyboard You do not have to specify which keyboard to use on the device If you are using a Canon ScanFront device eCopy recommends that you use a USB hard keyboard If the ShareScan for Canon ScanFront software detects a USB keyboard a keyboard icon will not appear to the right of fields t...

Page 166: ...connector profile they use For example if you configure a connector profile to use the Express function see page 67 users will not need to perform many of the steps included in the procedure in this section This procedure uses the eCopy Connector for Microsoft Exchange as an example The connector profile uses the following configuration settings Enable Session Logon Send from personal account Add ...

Page 167: ...ame from the list that appears as you enter each character When you have successfully logged in the Home screen appears 2 Review the default scanner settings in the left pane use the down arrow button to view additional scanner options To change a setting press the option such as Paper size and then press the setting on the toolbar that appears ShareScan will use the modified scanner settings for ...

Page 168: ...ient inserts the new pages after page 5 3 To review and change the scanner settings press the Scanner Settings button on the Preview screen The Scanner Settings screen appears After changing the scanner settings press OK 4 To review and change the document settings press the Document Settings button on the Preview screen After changing the document settings press OK 5 When you have scanned all the...

Page 169: ...ile is configured to search the Global Address List and the Outlook Contacts folder for recipient names as well as to allow you to manually enter e mail addresses the connector displays the first address in the address list or Contacts folder that matches the characters that you type For example assume that you want to enter client1 address com in the To field When you type c the connector will di...

Page 170: ... in your address book you can add the recipientby clicking the Save to Address book button CC E mail One or more recipients who are not the primary recipients First Name Fax via Lotus Notes The recipient s first name optional for Fax via Microsoft Exchange and Fax via SMTP required for Fax via Lotus Notes Last Name Fax via Lotus Notes The recipient s last name optional Subject E mail and fax The s...

Page 171: ...creen and enables you to scan a new document using the current settings Place the new document in the feeder and then press the Scan More button New Task Enables you to send the scanned document to another connector Press the button and then select the target connector from the list The Client opens the target connector and displays the scanned document on the Preview screen Press Next and then fo...

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Page 173: ...equirements for setting up the Services Manager and eCopy enabled devices Please complete the worksheets in this chapter before your scheduled installation and make sure that all devices are configured as required In this chapter Network environment 166 Hardware configuration guidelines 167 Services Manager PC worksheet 168 Device worksheet 170 Firewall and switch worksheet 171 Network infrastruct...

Page 174: ...rovides a fast way to discover eCopy enabled devices ShareScan runs on domain based networks and in workgroup environments In a domain environment the system requires static IP addresses The Domain Name System DNS is used to resolve host names in a domain environment In a workgroup environment all eCopy enabled devices and Services Managers must have static IP addresses eCopy enabled devices and t...

Page 175: ...ite Your company s network configurations the amount of simultaneous scanning and the use of the Create Searchable Text option can affect system performance which in turn can affect the supported number of devices TABLE 52 Hardware configuration guidelines Scenario type Description Hardware requirements General office use A typical office environment where multiple multifunction peripherals MFPs s...

Page 176: ...ating system Windows XP Professional SP3 Windows 2003 Server Windows 2008 Server Microsoft Windows Vista ShareScan Embedded supports Windows Vista Enterprise SP1 and Windows Vista Business SP1 Use the latest service packs and critical updates Windows XP Drive size Minimum 40 GB 40 GB Drive type and format IDE or SCSI drive NTFS format is required IDE NTFS Network interface card 10 100 NIC is requi...

Page 177: ...ScanOPClient exe MMC exe InboxAgent exe SQLServer exe if you are using the Internet Address Book UDP port 1434 if you are using SQL Express Domain name Enter a name if applicable ecopy Network login name and password Name used during normal operation must be a local administrator Have password available during installation sharescan Local firewall It is recommended that you disable firewalls on th...

Page 178: ...eCopy requires that you use static IP addresses Workgroups You must use static IP addresses 10 10 10 68 Gateway address Leave blank unless required by other applications blank Primary DNS server Domain based networks Not required However if you do not specify a DNS server the Services Manager PC must have a static IP address Workgroups Leave this field blank 10 10 10 10 Secondary DNS server Leave ...

Page 179: ...opriate changes to your device settings Copy and complete the worksheet for each router switch firewall or multi homed PC that could affect communication TABLE 55 Firewall and switch worksheet Item Description Firewall or other device Example Manufacturer Cisco Model Location 2 C22 80 8080 443 8081 8082 Ports 80 and 8080 and 443 if you use HTTPS must be open for communication between Apache Tomcat...

Page 180: ...ncrypted UDP communication between eCopy Inbox Agent Services Manager and eCopy Desktop clients Open 9200 9250 Used internally on PCs where the Services Manager is running No special configuration is required Default 9010 9101 Used for communication between the Administration console and the eCopy Agent service 7125 Used internally on PCs where the Services Manager is running a 239 254 5 6 is an a...

Page 181: ...the device communicates using the IP address of the Services Manager TABLE 56 Network infrastructure worksheet Item Notes Network Example Workgroup or domain based network Domain Devices span single or multiple domains eCopy recommends a single domain for best performance Single domain Devices span single or multiple workgroups eCopy recommends a single workgroup for best performance Not applicabl...

Page 182: ... systems and DNS servers do not do this automatically Configuring the HOSTS file If you do not have a DNS server on the local network add the IP addresses and host names to the HOSTS file in the Windows System32 Drivers Etc directory on the Services Manager PC as in the following example This is a sample HOSTS file used by Microsoft TCP IP for Windows This file contains the mappings of IP addresse...

Page 183: ...lient for NetWare Networks eCopy has not tested ShareScan with this client software and cannot recommend it You should install the same NetWare client you are using on the rest of your networked PCs eCopy strongly recommends that you install the latest 32 bit Novell client Note If you have a Novell network with multiple trees you must set the Preferred tree field in the Novell client configuration...

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Page 185: ...istration from 55 advanced system properties 39 See also Services Manager Alphanumeric field type 71 anonymous access Session Logon and 43 to LDAP server 115 118 to SMTP server 121 authentication against Exchange server 98 100 against LDAP server 115 118 against SMTP server 121 home directories and Scan to eCopy Desktop 127 scan inboxes on Novell server 168 175 Session Logon and 43 automatic searc...

Page 186: ...evices 48 Device Name field type 71 device worksheet for eCopy enabled devices 170 directory services for Session Logon 43 disabling list of recipients LDAP SMTP 121 Display settings 64 distinguished name 118 DNS server 174 Document Settings configuring 81 Document Name option 83 Document Security option 82 Document Tracking 151 configuring 151 enabling 84 location of folder for 152 Domain Name Sy...

Page 187: ...ld type 71 fingerprint scanner 156 firewalls firewall and switch worksheet 171 managing 169 firmware updating on ScanFront device 28 forests See account forests resource forests G general system properties 39 See also Services Manager generic e mail accounts 117 Lotus Notes 107 Microsoft Exchange 98 generic e mail accounts SMTP using LDAP 122 generic LDAP server 114 Global Address List 107 113 Glo...

Page 188: ...ocuments 160 Mail Account settings 121 Mail Send Port 108 112 MAPI MAPI protocol configuration Exchange 93 memory and Services Manager PC 167 message settings e mail and fax connectors 65 Microsoft Active Directory See Windows Active Directory Client for NetWare Networks 175 Management Console MMC snap in 7 Outlook configuration requirements 93 Microsoft Exchange Connector 92 basic Properties sett...

Page 189: ...inistration 55 173 access to Services Manager 173 ScanFront device 27 See also Services Manager removing blank pages from scanned documents 83 connectors from system 58 users from user list 56 reporting scanning activity 52 See also Services Manager resolution of scanned documents 85 resolving mismatch between user names and mailbox names Exchange 100 restoring Services Manager 53 reviewing scanne...

Page 190: ... device 26 ShareScan Administrator group 126 ShareScan Embedded See also ScanStation ShareScan Host Address 26 ShareScan User account 98 108 112 ShareScan installing 9 sharing configuration files 53 single forest environment Exchange 96 size of file name or index fields 71 SMTP server 121 e mail to fax gateway 123 logon settings 121 settings 116 SMTP using LDAP Connector 113 advanced LDAP attribut...

Page 191: ...rs 65 VLANs 166 173 W WEBDAV WEBDAV protocol configuration Exchange 93 Windows Active Directory 43 114 displaying groups in list of recipients 116 119 domain based networks and 173 logging on via Windows logon 117 122 mismatch between user names and mailbox names 100 Windows Firewall settings 169 workgroups multiple support for 173 worksheets 165 for eCopy enabled devices 170 for firewalls and swi...

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