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eCopy ShareScan 4.2, Installation And Setup Manual

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eCopy ShareScan 4.2 Installation And Setup Manual Download Page 141

 eCopy ShareScan

®

 Installation and Setup Guide 

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 131

TABLE 37. RightFax Properties: Billing Codes tab

Section

Field/Button

Description

Billing 
Codes

Fields 1, 2, and 3

Displays the available billing codes that are defined on the RightFax server. 
You can enable the fields for use with scanned documents. Each enabled 
field appears on the Billing Codes screen at the device. (If you do not 
enable any fields, the Billing Codes screen does not appear.) For each field, 
select the appropriate options.
The title of Field 3 is always “Description”.

Enable

Prompts the user to select or enter a billing code. If the field is defined as 
required on the RightFax server, it appears with an asterisk (*) on the 
Billing Codes screen and the user must enter a value in the field. You must 
enable the first field in order to enable the second field, and the second 
field to enable the third field.

Verify

Validates the information entered by the user at the device against the list 
of billing codes defined on the RightFax server. You must enable 
verification for the first field in order to enable verification for the second 
field. There is no Verify option for the third field (the description field).

Cost 
Recovery

Read billing 
codes from Cost 
Recovery

If your company uses the Cost Recovery Service, you can choose to obtain 
the billing codes directly from the service through eCopy Data Publishing.
When the Read billing codes from Cost Recovery option is selected, the 
Verify option is disabled for all billing codes. For more information on Cost 
Recovery, see the 

eCopy Cost Recovery Service Administrator's Guide

.

Billing codes 
form display 
options

Enables you to control the display of the Billing Codes form at the device:

■

Hide Billing Codes form: The form does not appear at the device.

■

Show Billing Codes form: The form at the device displays the fields 
that you enable on the Billing Codes tab.  Users can modify the 
contents of the fields.

■

Show Billing Codes form read-only: The form at the device displays the 
fields that you enable on the Billing Codes tab. Users cannot modify 
the contents of the fields.

Summary of Contents for ShareScan 4.2

Page 1: ...Part Number 73 00267 1 01 2008 eCopy ShareScan 4 2 Installation and Setup Guide for Océ Imagistics devices ...

Page 2: ...tus 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 Corporation in the USA and in other countries Part...

Page 3: ...ofile 29 Activating connector profiles 31 Configuring and starting the ScanStation Client 34 Reference Configuring the system 39 Starting stopping and restarting the Services Manager 40 Setting security options for a Services Manager 41 Configuring system properties 43 Configuring general system properties 43 Configuring advanced system properties 43 Configuring keyboard settings 45 Configuring Se...

Page 4: ...75 Configuring file name and index fields 76 Configuring the fax address format 78 Configuring support for local address books 80 Configuring connector Services 85 Copying Services settings 85 Configuring Document Settings 86 Configuring Scanner Settings 90 Configuring Tracing settings 91 Reference Connector specific configuration information 93 Copy 94 eCopy Connector for Microsoft Exchange 95 Ab...

Page 5: ... field values 149 Configuring a data source 150 Scan to eCopy Desktop 152 About eCopy Desktop scan inboxes and home directories 153 About the Inbox root directory 155 Preconfiguring Scan to eCopy Desktop 157 Configuring Scan to eCopy Desktop 158 About the Inbox Agent 165 Scan to Printer 167 Reference Managing eCopy enabled devices 169 Specifying a default device 170 Specifying default scanner sett...

Page 6: ...3 eCopy Connector for Fax via Microsoft Exchange 215 eCopy Connector for Lotus Notes Mail 217 eCopy Connector for Fax via Lotus Notes 219 eCopy Connector for SMTP using LDAP 221 eCopy Connector for Fax via SMTP 223 eCopy Connector for Captaris RightFax 225 eCopy Connector for Fax via Print 227 Quick Connect 228 Scan to eCopy Desktop 231 Scan to Printer 234 Reference Installation environment 237 Ne...

Page 7: ...r Available field types 76 TABLE 14 Fax Address Format window access 78 TABLE 15 Settings for creating a local address book database 83 TABLE 16 Settings for enabling address books 83 TABLE 17 Data Link Properties window Connection tab 84 TABLE 18 Services Document Settings tab 87 TABLE 19 Services Scanner Settings tab 90 TABLE 20 Services Tracing tab 91 TABLE 21 Exchange Connection protocols 96 T...

Page 8: ...onnect Database types and settings 151 TABLE 43 Scan to eCopy Desktop Security for scan inboxes 153 TABLE 44 Scan to eCopy Desktop Sample scan inbox locations 154 TABLE 45 Inbox root directory permissions Windows 155 TABLE 46 Inbox root directory permissions Novell NetWare NDS 156 TABLE 47 Scan to eCopy Desktop Properties Environment settings 159 TABLE 48 Scan to eCopy Desktop Properties General s...

Page 9: ...inter Printing and page layout options 236 TABLE 61 Hardware configuration guidelines 239 TABLE 62 Services Manager PC worksheet 240 TABLE 63 Device worksheet 242 TABLE 64 Firewall and switch worksheet 243 TABLE 65 Network infrastructure worksheet 244 ...

Page 10: ......

Page 11: ...ended 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 3 What s new in ShareScan 4 2 4 ...

Page 12: ...system and the eCopy Connectors It also describes how to manage 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 He...

Page 13: ...ion and usage The eCopy Customer Support Quality Assurance and Development organizations provide backup support to the network of dealers and distributors Policies established with each distributor of eCopy products determine how customer inquiries are escalated When you open a Customer Support case your service provider will tell you what identification information you need to provide to validate...

Page 14: ...ShareScan Essentials users can securely scan documents to Adobe s Portable Document Format PDF from their PC and then edit and share the scanned documents eCopy ShareScan Suite is the enterprise product for companies that need to integrate various Business Process Applications This version is highly flexible and scalable right out of the box In addition it offers real time integration with the mos...

Page 15: ...s please contact your eCopy vendor After installation accessible through the Administration console The Security Options function which you can configure for each Services Manager enables you to specify whether other Services Managers have the right to add or acquire devices managed by that Services Manager and to publish connector profiles to that Services Manager Support for the PDF A document f...

Page 16: ......

Page 17: ...en installing and setting up the software you need to understand the product components and the installation tasks In this chapter Product components 8 Installation tasks 10 Installing the Océ Remote Scan Driver 11 Installing eCopy ShareScan 12 Licensing devices 14 Configuring and activating connector profiles 20 Configuring and starting the ScanStation Client 34 ...

Page 18: ...ng up 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 ScanStation ...

Page 19: ...ster image file according to the selected options file type searchable text encryption etc The Connectors which reside on the same computer as the Services Manager provide connectivity to back end applications For example the eCopy Connector for Microsoft Exchange enables users to scan documents and e mail them using Microsoft Exchange The eCopy Connector for Fax via Lotus Notes enables users to s...

Page 20: ...Station However you do not need to install this driver if you have an existing ScanStation on which the driver was pre loaded Install the ShareScan software Services Manager Administration console eCopy Connectors supplied with the installation program and Client on the ScanStation License and configure the ScanStation device Configure and activate connector profiles Configure and start the ScanSt...

Page 21: ...an Driver To install the driver 1 Open a Web browser 2 Go to STEPHANIE TO PROVIDE THIS INFO The Login page opens STEPH WILL THIS BE NEEDED 3 Log in STEPH WILL THIS BE NEEDED 4 Download the Océ im8530 Series Client 5 Run the Setup program 6 In the Setup Type window select Custom and then click Next 7 In the Select Features window select the Document Monitor and Oce Remote Scan Driver features and t...

Page 22: ...on process again To install the software 1 Insert the eCopy ShareScan CD Disk 1 in the drive The Launch window opens 2 Click Install ShareScan 3 Select the language for the installation and then click OK The Welcome window opens 4 Click Next If your computer does not meet the minimum requirements the installation program displays a system requirements message Read the message and then click Instal...

Page 23: ...ck Next If you plan to install the address book on this computer select Yes and then click Next The system checks for the required components it does not install SQL Express 10 When the installation is complete click OK to return to the Launch window 11 Select Optional Components Install SQL Express and when prompted enter a password You will use the password when you configure the connector profi...

Page 24: ...ng devices You license the product from the Administration console To do this you perform the following tasks Select a Services Manager see page 15 Add the product key to the local license database Activate the license and generate a license report see page 18 ...

Page 25: ... list is most often the local computer the one that you typically want to administer 2 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 and IP address in the edit field for example enter ECOPY1 10 10 10 10 3 Click OK The Admini...

Page 26: ...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 When you have added the product key the Services Manager prompts you to select the source the TWAIN driver 3 Select the Oce Remote Scan driver The Document Monitor Local Discovery window opens Note If you received your keys in electronic form yo...

Page 27: ...eCopy ShareScan Installation and Setup Guide 17 4 Click Start Discovery select the device that you want to use and then click OK The system displays the product key information ...

Page 28: ...ite 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 the license report If you add more product keys later you will need to repeat the registration process Note If you cannot activate a license immedia...

Page 29: ...llation and Setup Guide 19 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 30: ...roperties for an Exchange connector profile and the Scan and Mail button on the Client screen You can configure multiple profiles for each connector and you can display up to nine buttons on the screen 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 co...

Page 31: ...isplay 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 32: ...fy 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 33: ...t 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 97 ...

Page 34: ... up ShareScan 2 Click Properties The Exchange Properties window opens 3 Select the Basic Settings tab 4 Enter the ShareScan User information and then click Test When the console displays the Test successful message proceed to the next step ...

Page 35: ...ail 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 the device 6 When you have specifi...

Page 36: ...r 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 The Content tab enables you to specify the default subject or note information that will be available to a user at an eCopy enabled device 5 Click Save to save changes to the profile ...

Page 37: ...minimizes user interaction 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 The connector will not use the default subject line or notes specified on the Content tab ...

Page 38: ...ted 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 t...

Page 39: ...er 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 91 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 40: ...ault setting for an option select the User modify 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 scann...

Page 41: ... 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 42: ...up ShareScan 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 43: ...profile that you want to associate with the connector profile 4 Click OK The No of Profiles column indicates that you have activated one connector profile and the Document Service profile name appears in the Document Services column 5 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 up to ...

Page 44: ...iguring and starting the ScanStation Client For information about managing the Client see page 191 For information about using eCopy Connectors see page 199 To configure the ScanStation Client 1 In the console tree select Devices device_name Manage The Manage ScanStation Client pane appears The information in the Driver Name field is based on the product key ...

Page 45: ...invoke the Start menu or access other applications You cannot disable this option However even though the system keys are secured authorized users can quit the Client see page 194 The system key combination Ctrl Alt Del invokes the Windows Security window If the client is running under an account with local administrator privileges the Task Manager button is disabled If the client is running under...

Page 46: ...tab You must specify logon credentials on this tab The Client will not start if the credentials fields are blank 4 To specify your logon credentials Select the Use preceding credentials to start stop the ScanStation Client check box Enter your user name password and domain Click Save ...

Page 47: ...onnector that you have configured for the device Note If you are using ShareScan on a Windows Vista operating system you must start the Client by selecting Start Programs eCopy Applications ScanStation Client Note Depending on the device that is connected to the ScanStation you may be prompted to select the device the first time that you start the Client or the first time that you select a connect...

Page 48: ...device 4 To quit the Client use either of the following methods If you are using the hard keyboard press ESC or ALT F4 When the Exit window opens enter the exit password and then select Yes If you are using the on screen soft keyboard press About On the Version tab press Exit enter the exit password and then press Yes ...

Page 49: ...rnally connected to an eCopy ScanStation An MFP with eCopy ShareScan Embedded software running in the device The Services Manager supports a single device connected to a ScanStation or 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 s...

Page 50: ...To start stop or restart a Services Manager 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 tool...

Page 51: ...rvices Manager on the main ScanStation In a ShareScan Embedded environment you might want to set the security options for a specific Services Manager to allow other Services Managers to add devices managed by it and to publish connector profiles to 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 ...

Page 52: ...es 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 or to publish connector profiles to it 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 toolba...

Page 53: ...console tree select System Information Properties and then select the General tab 2 Configure the general system properties see Table 1 3 Click Save Configuring advanced system properties The Advanced tab enables you to configure properties for encryption the searchable text engine secure deletion of temporary files and color compression TABLE 1 System properties General tab Section Field Name Des...

Page 54: ... break Password must be alphanumeric Requires that passwords include a combination of characters and numbers This helps ensure that passwords are not dictionary words and are not easily guessed Searchable Text Engine Properties Select a 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 Keyb...

Page 55: ...ion provided with your ScanStation Some devices running ShareScan Embedded software support a hard keyboard and the on screen keyboard in these cases ShareScan detects the hard keyboard automatically You do not have to specify which keyboard to use on the device Some devices running ShareScan Embedded software support only the on screen keyboard TABLE 3 System information Keyboard Settings tab Sec...

Page 56: ...onnect LDAP SMTP or Fax via SMTP connectors eCopy recommends that you refer to the connector specific configuration section for information about selecting the authentication type 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 Logon settings see Table 4 4 Click Save 5 ...

Page 57: ...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 58: ...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 59: ...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 If you are using a ScanStation a single product key will be listed Note If you assign a device to another Services Manager the license moves with the device TABLE 6 Product key status options Status Description Activated The key has been a...

Page 60: ...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 Technical Support To enter a product key manually 1 In the console tree select System Information Licensing 2 Use either of the following methods to enter the product key Click ENTER PRO...

Page 61: ...ading the license type for example if you are upgrading the key from Evaluation to Full Product If you delete a key that has been activated you may lose the use of that key Note If you assign a device to another Services Manager the license moves with the device therefore you do not need to delete the key manually ...

Page 62: ... 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 activate the...

Page 63: ... activate 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 ...

Page 64: ...or 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 opens 5...

Page 65: ...nning 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 t...

Page 66: ...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 folde...

Page 67: ...lect Export 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 importe...

Page 68: ...ult 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 Users who publish connector profiles do not need remote access rights To provide users with remote access to a...

Page 69: ...list 5 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...

Page 70: ......

Page 71: ...ck Connect Captaris RightFax Microsoft 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...

Page 72: ...wnload 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...

Page 73: ...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 74: ...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 85 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 75: ...nine connector profiles on a single device 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 the connector profile that you want to activate 4 If your compan...

Page 76: ... 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 8 Select the Selection tab and then click Save The profile is activated on the device Note You can publish connector profiles individually or in groups to one or more eCopy enabled devices see page 181 ...

Page 77: ... your workflow to perform functions like document modification and enhancement line removal de skew de speckle anti aliasing etc on your scanned documents To learn more about Document Services please contact your eCopy vendor To configure a Document Service 1 In the console tree select Document Services and then double click the document service you want to configure The configuration tabs for the...

Page 78: ... 80 For 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 cust...

Page 79: ...n 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 lines...

Page 80: ...For e mail connectors the Subject and Notes options appear in the Message list For fax connectors only the Subject option appears in the Message list Cover Sheet Notes applies only to the RightFax Connector 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 Rep...

Page 81: ...s 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 specifi...

Page 82: ...the profile 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 ...

Page 83: ... eCopy Connector for Captaris RightFax Billing Code 1 Includes the first billing code set on the Billing Codes tab Test Tests that the billing code is correctly configured for RightFax When you click Test the labels of the Billing Code 1 and Billing Code 2 fields change to reflect the field titles shown on the Billing Codes tab Billing Code 2 Includes the second billing code set on the Billing Cod...

Page 84: ...ome Folder 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 Sett...

Page 85: ...e the option If the ScanStation Client is configured to use the hard keyboard the user enters one or more characters and then presses the Search icon If the Client is configured to use the on screen soft keyboard the user enters one or more characters and then presses the Search button Example A user wants to enter Chris Levesque in a user name field As the user enters c the Client displays the fi...

Page 86: ... most recently used values to display in the drop down list TABLE 13 Field Editor Available field types Field Type Available Settings Alphanumeric Field size The minimum and maximum number of characters allowed 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 Batch Number Length Th...

Page 87: ...s a new list entry Deletes the selected list entry Logged on User The user whose credentials were used to scan the document at the device Number of Pages The number of pages in the scanned document Numeric Field Size The minimum and maximum 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 previou...

Page 88: ...Format 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 ...

Page 89: ...nge 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 click OK...

Page 90: ...ring 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 menu Using any other method of installation such...

Page 91: ... 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 from t...

Page 92: ... Under 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 c...

Page 93: ... 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 address ...

Page 94: ...en specify 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 St...

Page 95: ... 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 selected co...

Page 96: ...ttings user modifiable options are available when the user presses the Services button on the Client s scan 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 to...

Page 97: ...DF 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 File For...

Page 98: ...y available if you select the Specify Name option Blank Page Removal for black and white documents only On Removes blank pages from the scanned documents when the file size is within the range specified in the Threshold field Off Retains blank pages in the scanned documents Threshold If Blank page removal is set to On the Threshold value is the size of the file in kilobytes that triggers a search ...

Page 99: ...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 not available for the Copy connector On When Activity Tracking is enabled for a device this option creates a b...

Page 100: ... default settings see Table 19 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 profile to use the device s default setting f...

Page 101: ...racing tab 2 Specify the default settings see Table 20 3 Click Save select or specify the profile name and then click Save TABLE 20 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 103: ...mation about configuring connector Services that are common to multiple connectors see page 85 In this chapter Copy 94 eCopy Connector for Microsoft Exchange 95 eCopy Connector for Fax via Microsoft Exchange 108 eCopy Connector for Lotus Notes Mail 110 eCopy Connector for Fax via Lotus Notes 113 eCopy Connector for SMTP using LDAP 116 eCopy Connector for Fax via SMTP 126 eCopy Connector for Captar...

Page 104: ...ftware Copy is available for some but not for all embedded devices If you try to activate a Copy profile on an unsupported device the system will display an error message To configure a Copy profile 1 In the console tree select Copy Properties 2 Select the Display tab and then specify the Image and Label settings see page 69 3 Click Save select or specify the profile name and then click Save 4 In ...

Page 105: ... 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 four com...

Page 106: ...nning Requires Exchange server 2000 or later If your operating system is Microsoft Windows 2000 you must install Microsoft ADO ActiveX Data Objects 2 8 for this protocol to work correctly 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 empl...

Page 107: ...iguring 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 98 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 70 8 Select the Express tab and then specify the settings s...

Page 108: ...n select 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 23 3 Select Use External Associated Account The Resource Forest Settings window opens 4 Enter the Global Catalog Server information see Table 27 and then click OK In ...

Page 109: ...lect 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 Use thi...

Page 110: ...s as your environment Fax Format window see Table 26 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 serv...

Page 111: ...Exchange account password Domain The Windows domain to which this user belongs for Windows authentication Exchange server The name of the Exchange server Advanced Advanced Account Settings The advanced settings depend on the connection protocol selected for your Exchange environment see page 95 For information about the different protocol combinations and the associated settings see Table 24 Test ...

Page 112: ...talog 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 ...

Page 113: ... 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 auth...

Page 114: ...the user 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 ...

Page 115: ...ng 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 displays an Options button on the Send screen at the device The button opens a Message Option...

Page 116: ...n one 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 t...

Page 117: ...vice addresses that are not in the Global Address List or in the Contacts folder For information about creating and configuring address books see page 80 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 entered b...

Page 118: ...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 Fax via Microsoft Exchange supports four combinations of connection p...

Page 119: ...specify the basic settings see Table 22 This includes specifying the Fax Format see page 78 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 98 6 Select the Local Address Book tab and then specify the settings see Table 15 and see Table 16 7 Select the Content t...

Page 120: ...le sending 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 28 4 Select the Address Books tab and then specify the settings see Table 15 and se...

Page 121: ...abase 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 name is...

Page 122: ...ormation 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 85 3 Click Save select the profile name and then click Save ...

Page 123: ...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 to t...

Page 124: ...ver Page Via Embedded Tag field Some fax servers including Captaris RightFax 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 ...

Page 125: ...ation 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 Mail ...

Page 126: ...t the 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 30 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 t...

Page 127: ...ABLE 30 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 serv...

Page 128: ...using 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...

Page 129: ...en 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 recommends t...

Page 130: ...ct the 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 Addres...

Page 131: ...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 account ...

Page 132: ...ind the 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 ...

Page 133: ...at 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 LDAP At...

Page 134: ...ly delivers 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...

Page 135: ...r 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 eDirec...

Page 136: ...re tab 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 34 5 Use the connector Wizard to specify the basic settings see Table 30 This includes specifying the Fax format see...

Page 137: ...ide 127 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 85 3 Click Save select the profile name and then click Save ...

Page 138: ...e PC where the Services Manager is installed Setup for Windows NT authentication To use Windows NT authentication with a RightFax connector profile perform the following steps Link all RightFax user accounts that will use the connector profile to a Windows NT domain user ID To do this you run the RightFax Enterprise Fax Manager application double click a user account select the Identification tab ...

Page 139: ...e tab Section Field Button Description RightFax Server Server The name of your RightFax server User The name of the user account with which to log on to the RightFax server and retrieve the user list If you plan to use Windows NT authentication enter the user name for a Windows NT domain account Password The account password Test Validates the connection to the RightFax server Send from personal a...

Page 140: ...e default setting for cover sheets Important A cover sheet can only be sent with a fax if the Use Cover Sheet option is enabled in the RightFax FaxUtil client for the authenticated user see your RightFax documentation Hide buttons If you select this option the connector profile hides the cover sheet buttons from the user and uses your selected default setting Yes or No to determine whether to atta...

Page 141: ...st the list of billing codes defined on the RightFax server You must enable verification for the first field in order to enable verification for the second field There is no Verify option for the third field the description field Cost Recovery Read billing codes from Cost Recovery If your company uses the Cost Recovery Service you can choose to obtain the billing codes directly from the service th...

Page 142: ...lect the profile name and then click Save Notes If you use Express with a RightFax connector profile you must save the connector profile with the RightFax server information before you test your Express configuration If you select the Send from personal account option on the Configure tab and then configure the connector profile to use Express the connector will prompt the user at the device to en...

Page 143: ...sole tree select Fax via Print 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 38 4 Click Save select or specify the profile name and then click Save Note You can create Fax via Print profiles on any Services Manager and publish them to any Services Manager that supports the ShareScan Embedded software...

Page 144: ...nformation To configure eCopy Connector for Fax via Print services 1 In the console tree select Fax via Print Services The Services window appears 2 Configure the connector services see page 85 3 Click Save select the profile name and then click Save ...

Page 145: ...complish this you perform the following tasks Configure the connector to use a single destination with subfolder navigation disabled Define a default file name that the user cannot modify Create an index file with index fields that the user cannot modify Specify no authentication or pre define the logon information When a user presses an appropriately configured Quick Connect button and then press...

Page 146: ...anning destination see page 137 4 Select the File Name tab and then define any file naming fields see page 141 5 Select the Index File tab and then define any index fields see page 142 6 Click Save select or specify the profile name and then click Save To configure Quick Connect services 1 In the console tree select Quick Connect Services The Services pane appears 2 Configure the connector service...

Page 147: ...s Destination types Destination Type Section Field Button Description Windows Folder Novell NetWare Folder FTP Folder WebDAV Folder Folder location Path to the folder Destination information for the scanned documents For Windows or Novell folders click the Browse button and then select an existing folder or create a new folder and then select it For an FTP folder enter the FTP location such as ftp...

Page 148: ...entication 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 enab...

Page 149: ...n the specified Novell tree LDAP Sends scanned documents from the personal account specified in the LDAP Server Settings window Note If you select SMTP Message as the destination type and Session Logon is enabled eCopy recommends that you select the same authentication type that you selected for Session Logon Destination To Specifies SMTP destinations You add recipients by clicking Add and then en...

Page 150: ...tions of destination type and authentication in a destination list For example if you add a Windows Folder destination that uses Runtime authentication to the destination list you cannot then add a Novell NetWare Folder destination that uses Runtime authentication If you add a Windows Folder or Novell NetWare Folder destination that uses Runtime authentication and you then add an FTP Folder destin...

Page 151: ...ate and the time You can allow users to modify the city name but not the company name as in the following example eCopyParis03172005142327 pdf eCopyRome03172005142327 pdf eCopyLondon03172005142327 pdf You use the Field Editor see Table 12 to define the fields to use in a file name and their default values The Default User modify and Required fields are not available with all field types The follow...

Page 152: ...ts the user to enter information in one or more fields The information describes the content of the document such as a case ID a client name or a document type Quick Connect saves the index information with the scanned document This option is useful with back end applications that can process the scanned documents image files and index files in the destination folder To define index fields 1 Selec...

Page 153: ...t the device for all the scan jobs in a batch The connector uses the information on the File Name tab to generate a name for the index file see page 141 if you do not configure a file name the connector uses the default file naming rule If the naming rule includes the Batch Number field the connector sets the current batch number in that field otherwise the connector adds an underscore _ to the ba...

Page 154: ... the index values will be treated like system and scan job dependent values If you select this option batching job dependent index values will be recorded in a different node for an XML file or a different row for CSV and TSV files and database tables This does not apply when the connector is processing only one batch scanning job TABLE 41 Quick Connect Types of index values Type of index value De...

Page 155: ... store them in the specified database You can configure the profile to store the index information in a file in the same database as the scanned document or in a different database When you set a database as a destination you can use the Map Document Destination feature to map the name and file extension of the scanned document to STRING fields in a table in the database This enables you or a data...

Page 156: ...ector window displays a maximum of three Quick Connect fields that you can map to database fields in the selected table The fields allow you to store the document data the scanned document document name and document extension 7 In the Database Field column select the target field An administrator with knowledge of the database should know what data type to select for each Quick Connect field For e...

Page 157: ...base destination If you modify the name of an index field the mapping becomes invalid You must always re map mapped index fields after you change them You can map one index field to one database field Note The connector profile stores all mapped index values in the target database as STRING data regardless of the type of index field Example You configured a connector profile to scan insurance clai...

Page 158: ... select a different data source When the Select Recent Data Source window opens click New and follow the instructions for configuring a new data source see page 150 4 On the Map Database Fields tab under Select Table Name select a table 5 Under Map Fields which displays the index fields that you created select the Quick Connect index field that you want to map to a database field You do not have t...

Page 159: ... use an existing data source select it and then click OK If you do not want to use an existing data source click New The Configure Data Source window opens Follow the instructions for configuring a new data source see page 150 If you have not previously configured a data source the Configure Data Source window opens Follow the instructions for configuring a new data source see page 150 After selec...

Page 160: ... or index fields that will use a database as the source of values see page 149 To configure a new data source 1 In the New destination window click Configure The Configure Data Source window opens 2 Select the database type 3 Specify the appropriate settings see Table 42 4 After specifying the settings click Test Connection 5 When the system displays the Successfully attached to the database messa...

Page 161: ...that you want to use If the Microsoft Data Access Objects component is installed on the computer the system automatically fills the SQL Server list with the names of SQL servers on the local segment of the network and you can select the server from the list If MDAO is not installed you can type the server name in the field Username SQL server user name Password Password for the specified user Cata...

Page 162: ...ist provides several notes about this connector 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 inboxes of recipients Users must enter the network password associated with a recipient s scan inbo...

Page 163: ...creates scan 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 43 Scan to eCopy Desktop Security for scan inboxes System Role Permissions Windows Active Directory Administrators Full control Domain Adminis...

Page 164: ... 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 44 Sa...

Page 165: ...onnector you must configure the Inbox root directory see page 157 The connector automatically assigns specific file and folder permissions to ensure inbox security see Table 45 or see Table 46 depending on your network environment TABLE 45 Inbox root directory permissions Windows File or folder Role Permissions Inbox root directory Administrators Full control applied automatically Domain Admins no...

Page 166: ... directory 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 designa...

Page 167: ... 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 also i...

Page 168: ...network locations such as Windows Novell or FTP folders 7 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 configured 8 Click Save select or specify the profile name and then click...

Page 169: ...f groups 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 recomme...

Page 170: ... a subdirectory in the network home directory If the subdirectory does not exist at the time of scanning the connector will create it using the credentials of the authenticated user Even if you select this option users can select existing scan inboxes to receive scanned documents Authenticate Users Secures the scan inboxes of recipients Users must enter the network password associated with the rec...

Page 171: ... Location For an FTP folder you must enter and test the authentication information before you select a folder location path to the folder Destination information for the scanned documents For Windows or Novell click the Browse button and then select an existing folder or create a new folder and then select it For an FTP folder enter the FTP location such as ftp ftp01 scans The Browse button is not...

Page 172: ...ials from Scan to Desktop Uses the Runtime credentials specified through the Scan Inbox Home Folder Settings Use this option if you are configuring the connector to scan to both a destination and a scan inbox or home folder during the same scanning session At the device the connector authenticates the user using the specified credentials and does not prompt the user to log on when the user sends t...

Page 173: ...tion 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 can sele...

Page 174: ... First Name Last Name Common Name User ID The setting defines the information that the user sees on the Logon screen at the device 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 bro...

Page 175: ...oxes 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 Desktop s...

Page 176: ...ic configuration information 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 177: ...cify the settings see Table 9 3 Select the Configure tab and then specify the settings see Table 51 4 Click Save select or specify the profile name and then click Save TABLE 51 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 defa...

Page 178: ...onfiguration information 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 85 3 Click Save select the profile name and then click Save ...

Page 179: ...ing 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 170 Specifying default scanner settings 171 Configuring Activity Tracking 172 Configuring the Document Tracking function 177 Configuring the ID Services function 179 Publishing connector pro...

Page 180: ...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 181: ... 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 182: ...ecovery Service to integrate the selected device with an Equitrac or Copitrak terminal For more information see the eCopy Cost Recovery Service Administrator s Guide The Activity Tracking function enables you to perform the following tasks Configure the Activity Logging function see page 173 Configure additional activity tracking fields see page 176 Configuring the Document Tracking function see p...

Page 183: ...s 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 BATES ON 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_na...

Page 184: ...t 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 rename...

Page 185: ...nded Fields option is selected and Bates Numbering Service is enabled for the current job 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 ...

Page 186: ...on 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 The Field Editor window opens 5 Specify the sett...

Page 187: ...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 188: ...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 189: ... 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 190: ...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 191: ...in the same domain File paths that you specify during publishing must be valid on the target devices The version level of third party client software such as Lotus Notes Microsoft Outlook and Captaris RightFax must be the same on the source device and the target devices On the target device install only those connectors whose profiles you plan to select for publishing from the source device The Ad...

Page 192: ...upConnectorProfiles folder on the target device During publishing the status for each device is updated If an error message appears in the Status column for the device double click the error to retrieve details about it If a group of profiles includes a profile for a connector that is not supported on a target device Publish ignores it For example assume that you created a group that includes prof...

Page 193: ... To create a new group of profiles 1 In the console tree right click Devices and then select Publish connector profiles The Publish Connector Profiles window opens 2 In the Base location field specify where you want to save the publishing information ...

Page 194: ... The Create Profile window opens 4 In the Profile Name field enter a name for the group of connector profiles 5 In the Activate Connector column select a connector for which you want to include one or more profiles The Select Connector Profiles window opens ...

Page 195: ... lists the new profile The table specifies the profile name and the number of connector profiles included in it To add target devices 1 In the console tree right click Devices and then select Publish connector profiles The Publish Connector Profiles window opens 2 Click Manage The Manage window opens Note Although Copy is not supported on ScanStation devices and Fax via Print is not supported on d...

Page 196: ...ct its check box and then click Done 4 In the Select Devices window select the device type ScanStation or Embedded If you select ScanStation the list of available devices includes the available ScanStations If you select Embedded the list displays the available Services Managers If a device or Services Manager does not appear on the list specify the device or Services Manager name or the IP addres...

Page 197: ...on of the device has been disabled using the Security Options feature for the Services Manager ShareScan displays an error message prompting you to contact the administrator for the device For information about setting security options see page 41 6 When you have selected all the target devices click Done To publish a group of profiles 1 In the console tree right click Devices and then click Publi...

Page 198: ... specified Base location or select a new one 3 Click Save All current profiles and publishing information are saved in the eCopyPublishingInfo folder under the Base location folder To delete a group 1 In the console tree right click Devices and then click Publish connector profiles The Publish Connector Profiles window opens 2 Select the group of profiles that you want to remove 3 Click Delete 4 C...

Page 199: ...ile window opens 4 Add or remove connector profiles 5 Click Arrange The Arrange Profiles window opens 6 Use the Move up and Move down buttons to specify the order in which you want the connector profile buttons to appear at the device and then click Save The Modify Device Profile window opens 7 Click OK The Publish Connector Profiles window opens 8 Click Save All current profiles and publishing in...

Page 200: ...en click OK A copy of the group of profiles is saved under the new name To use a backup copy of connector profiles on a target device 1 Start the Administration console on the target device 2 Import the backup copy from the BackupConnectorProfiles folder on the target device see page 56 To use published profiles on a different device 1 Start the Administration console on the target device on which...

Page 201: ...er 192 Configuring the Client to use a TWAIN driver s own interface 193 Starting and stopping the Client 194 Selecting the ScanStation keyboard 196 Configuring logon settings 197 Enabling logging 198 Note The Client for the ShareScan Embedded product is contained in a JAR file that you install on an MFP You manage and configure the embedded Client using the appropriate service for the MFP as descr...

Page 202: ... To select a different TWAIN driver 1 In the console tree select Devices device_name Manage 2 Select the Status tab 3 Select Enable TWAIN 4 The Browse button next to the Driver Name field becomes active 5 Click the Browse button The Select Source window opens 6 Select the driver name and then click Select The Client is now configured to use the new driver Note The TWAIN driver that you select must...

Page 203: ... Client screen will not appear When a user at the device presses a connector button the Client will display the TWAIN driver s own interface After the user specifies the scanner settings and initiates the scanning process the driver transfers the scanned images to the scan preview screen on the Client When a user at the device presses the Scanner Settings button on the scan preview screen the Sett...

Page 204: ... the Client is configured to use the on screen soft keyboard press ABOUT and then press the Exit icon You can configure the Client so that users must enter a password in order to quit the Client To configure and start the Client from the Administration console 1 In the console tree select Devices device_name Manage The Manage ScanStation Client pane displays Client information and enables you to c...

Page 205: ...ption 5 Select the Status tab Under Client Status click Start The Client opens on the touch screen A button appears for each connector that you have configured for the device To stop the Client from the Administration console 1 In the console tree select Devices device_name Manage 2 Under Client Status click Stop To stop and then restart the Client from the Administration console 1 In the console ...

Page 206: ...e properties pane appears 2 Select the Settings tab 3 Under Keyboard select the hard keyboard or the soft keyboard option 4 Click Save 5 Select the Status tab 6 Restart the Client Important By default the system keys are secured and the taskbar is hidden This ensures that users at the device cannot shut down the ScanStation invoke the Start menu or access other applications You cannot disable this...

Page 207: ...ion Logon tab 3 Under Automatic Logon to Windows specify the settings see Table 56 4 Click Save TABLE 56 Client ScanStation logon settings Option Description Log on automatically at ScanStation startup with the following credentials At ScanStation startup or when the device is restarted automatically logs on to Windows using the specified user name password and domain Use preceding credentials to ...

Page 208: ...evice_name Manage The Device properties pane appears 2 Select the Settings tab 3 Under Advanced select Logging 4 Click Save Note The Test file field enables developers working with the SDK to select a file that can be used with the simulator This functionality is only available in development mode For information about developing connector applications refer to the documentation provided with the ...

Page 209: ...ou are not using a ScanStation your screens will look different The screens use the default icons included with ShareScan In this chapter Using the on screen keyboard 200 Quick reference to using an eCopy Connector 201 Copy 212 eCopy Connector for Microsoft Exchange 213 eCopy Connector for Fax via Microsoft Exchange 215 eCopy Connector for Lotus Notes Mail 217 eCopy Connector for Fax via Lotus Not...

Page 210: ...edded Client you use the Add to List button to select multiple items and the Show List button to see all previously selected list items Notes ScanStation devices support a hard keyboard and the on screen keyboard for information about specifying the keyboard to be used on a ScanStation see the Configuring the keyboard section in the documentation provided with your ScanStation Some devices running...

Page 211: ...d 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 messages to Sent Items folder Allow user to select recipients Allow user to add recipients to Cc list Search Global Address List Searc...

Page 212: ...use an eCopy Connector 1 Place your document in the feeder or on the glass 2 Access the Client On a ScanStation the touch screen always displays the main Client screen When Session Logon is enabled the Logon screen is the first Client screen ...

Page 213: ...ies after each character you enter in the User Name field Select your name from the list enter your password and domain and then press OK The main Client screen appears When Session Logon is enabled the main screen includes a Log Out button 4 On the main Client screen review the default scanner settings Note If you configured the ScanStation Client to use the TWAIN driver s own user interface see ...

Page 214: ...he Scanning Please wait message in the lower left corner of the screen Note If you configured the ScanStation Client to use the TWAIN driver s own interface the Page and Scanner tabs will not appear You specify the settings through the TWAIN driver s interface when it appears Note If you configured the ScanStation Client to use the TWAIN driver s own interface the Client displays the interface Spe...

Page 215: ...t side of the scan preview screen enable you to view delete rotate and change the magnification of the images 9 If necessary scan additional pages or re scan any of the original pages by placing the pages in the feeder or on the glass and then pressing Scan More If you are using the TWAIN driver s own interface press Insert When you scan additional pages the Client inserts them after the page that...

Page 216: ... you have scanned all the pages in the document and are satisfied with the settings press the delivery button Send or Next depending on the Client 13 If prompted enter any additional information requested by the connector For example if Session Logon is not enabled and if the connector profile is configured to send scanned documents from a personal e mail account the system will prompt you to log ...

Page 217: ... the connector profile allows you to manually enter recipient addresses it may also be configured to add those addresses to a local address book see page 84 The next time you want to send a document to those recipients you will be able to select them from the local address book You will not have to manually enter the addresses again Note If the profile is configured to use the Express or Send to s...

Page 218: ...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 display CentralShipping if it is in the Global Address List or in the Contacts folder Continue entering the entire Internet e mail address 15 When you are ready to send the document press the delivery button Send or Next depending on the Client After...

Page 219: ...quired For Fax via Microsoft Exchange or Fax via SMTP if the recipient is not already in your address book you can add the recipientby clicking the Save to Address book button Search RightFax Specifies the user ID of a recipient to search for in your RightFax phone book When you move to the next field the connector will fill in the recipient and fax number information from the RightFax phone book ...

Page 220: ...ons so that the user does not see them on the Send screen Details RightFax Displays information about the specified recipient If the user exists in the RightFax phone book you cannot change any of the information about the user Phone book entries can only be changed on the RightFax server To add a new recipient to the RightFax phone book enter the name in the Recipient field and then press Details...

Page 221: ...preview screen so that you can scan a new document using the current settings Place the new document in the feeder or on the glass and then press Scan More if you are using the Client s interface Press Insert if you are using the TWAIN driver s own interface New Destination Enables you to send the scanned document to another connector Select the target connector in the list and then press New Dest...

Page 222: ...Copy 4 Specify the settings see Table 59 The available settings depend on the device 5 When you have specified the settings press Copy The device copies your document and the Copy Status window opens 6 Press Done TABLE 59 Copy settings Setting Description Paper Tray The paper tray to use Color Mode The color mode Available only on color devices Image Mode The image mode that best corresponds to th...

Page 223: ...ttings After changing the settings press OK 4 Press the button associated with the connector to start scanning the document 5 When the connector finishes scanning the document review the scanned pages on the scan preview screen If necessary scan additional pages or re scan any of the original pages 6 Press Document Settings to review and change any user modifiable settings After changing the setti...

Page 224: ... and optionally specify subject line and notes information see Table 57 11 If the Options button appears at the bottom of the screen you can configure one or more of the following message options Importance Sensitivity Delivery Receipt Read Receipt 12 Press the delivery button Send or Next depending on the Client 13 Select one of the post scanning options see Table 58 ...

Page 225: ...On the main Client screen press Scanner Settings to change any user modifiable settings After changing the settings press OK 4 Press the button associated with the connector to start scanning the document 5 When the connector finishes scanning the document review the scanned pages on the scan preview screen If necessary scan additional pages or re scan any of the original pages 6 Press Document Se...

Page 226: ...r field You can add the information to your local Address book by clicking the Save to Address Book button and entering the recipient s information in the New Address Book Entry window This also adds the recipient s information to the cover sheet 10 Press the delivery button Send or Next depending on the Client 11 Select one of the post scanning options see Table 58 Note If you do not want to add ...

Page 227: ...tings After changing the settings press OK 4 Press the button associated with the connector to start scanning the document 5 When the connector finishes scanning the document review the scanned pages on the scan preview screen If necessary scan additional pages or re scan any of the original pages 6 Press Document Settings to review or change any user modifiable settings After changing the setting...

Page 228: ...rs 9 If prompted enter your user name and password 10 If the Send screen appears specify the settings see Table 57 11 Press the delivery button Send or Next depending on the Client 12 Select one of the post scanning options see Table 58 ...

Page 229: ...4 Press the button associated with the connector to start scanning the document 5 When the connector finishes scanning the document review the scanned pages on the scan preview screen If necessary scan additional pages or re scan any of the original pages 6 Press Document Settings to review or change any user modifiable settings After changing the settings press OK 7 When you have scanned all the ...

Page 230: ...220 Reference Using eCopy Connectors 10 Press the delivery button Send or Next depending on the Client 11 Select one of the post scanning options see Table 58 ...

Page 231: ...ter changing the settings press OK 4 Press the button associated with the connector to start scanning the document 5 When the connector finishes scanning the document review the scanned pages on the scan preview screen If necessary scan additional pages or re scan any of the original pages 6 Press Document Settings to review or change any user modifiable settings After changing the settings press ...

Page 232: ...ord 10 If the Send screen appears select or enter the recipients of the scanned documents and optionally specify subject line and notes information see Table 57 11 Press the delivery button Send or Next depending on the Client 12 Select one of the post scanning options see Table 58 ...

Page 233: ...ient screen press Scanner Settings to change any user modifiable settings After changing the settings press OK 4 Press the button associated with the connector to start scanning the document 5 When the connector finishes scanning the document review the scanned pages on the scan preview screen If necessary scan additional pages or re scan any of the original pages 6 Press Document Settings to revi...

Page 234: ...the information to your local Address book by clicking the Save to Address Book button and entering the recipient s information in the New Address Book Entry window This also adds the recipient s information to the cover sheet 10 Press the delivery button Send or Next depending on the Client 11 Select one of the post scanning options see Table 58 Note If you do not want to add the recipient to you...

Page 235: ...ange any user modifiable settings After changing the settings press OK 4 Press the button associated with the connector to start scanning the document 5 When the connector finishes scanning the document review the scanned pages on the scan preview screen If necessary scan additional pages or re scan any of the original pages 6 Press Document Settings to review or change any user modifiable setting...

Page 236: ...es that are available for selection in the other fields The third field is the description associated with the second field 10 If the Send screen appears specify the settings see Table 57 11 Press the delivery button Send or Next depending on the Client 12 Select one of the post scanning options see Table 58 Note If your company uses the Cost Recovery Service to populate the billing code fields yo...

Page 237: ...g the settings press OK 4 Press the button associated with the connector to start scanning the document 5 When the connector finishes scanning the document review the scanned pages on the scan preview screen If necessary scan additional pages or re scan any of the original pages 6 Press Document Settings to review or change any user modifiable settings After changing the settings press OK 7 When y...

Page 238: ... Settings to change any user modifiable settings After changing the settings press OK 4 Press the button associated with the connector to start scanning the document 5 When the connector finishes scanning the document review the scanned pages on the scan preview screen If necessary scan additional pages or re scan any of the original pages 6 Press Document Settings to review or change any user mod...

Page 239: ...n appears select the target subfolder in the destination folder 10 Continue to select subfolders in the list until the complete path appears in the path field and then press Next 11 If the File Name screen appears specify the information in the fields and then press Next Path field ...

Page 240: ...g eCopy Connectors 12 If the Index File screen appears specify the information in the index fields 13 Press the delivery button Send or Next depending on the Client 14 Select one of the post scanning options see Table 58 ...

Page 241: ...er your logon information 3 On the main Client screen press Scanner Settings to change any user modifiable settings After changing the settings press OK 4 Press the button associated with the connector to start scanning the document 5 When the connector finishes scanning the document review the scanned pages on the scan preview screen If necessary scan additional pages or re scan any of the origin...

Page 242: ...e profile is configured to allow a single recipient the scanned document is sent directly to your scan inbox 8 If the profile is configured to allow multiple recipients the Specify Recipients screen appears Enter the first characters of the name of a registered user When the complete name appears press ENTER ...

Page 243: ...igured to allow you to send the document to a storage folder the Folder Navigation screen appears Select the storage destination for the scanned document 10 Press the delivery button Send or Next depending on the client 11 Select one of the post scanning options see Table 58 ...

Page 244: ...lient screen press Scanner Settings to change any user modifiable settings After changing the settings press OK 4 Press the button associated with the connector to start scanning the document 5 When the connector finishes scanning the document review the scanned pages on the scan preview screen If necessary scan additional pages or re scan any of the original pages 6 Press Document Settings to rev...

Page 245: ...35 8 Select a printer and then specify the settings see Table 60 The available options depend on the selected printer 9 When you are ready to send the document press the delivery button Print 10 Select one of the post scanning options see Table 58 ...

Page 246: ...rays Resolution Available output resolutions Pages per sheet The number of reduced size originals that you want to print on the same sheet of paper Page numbers Prints the page number beneath each image on the printed sheet Applies only if you set the Pages per sheet option to more than one Page scaling Page scaling options Actual Size Maintains the size of the original portions of the image that ...

Page 247: ...and network requirements 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 238 Hardware configuration guidelines 239 Services Manager PC worksheet 240 Device worksheet 242 Firewall and switch worksheet 243 Networ...

Page 248: ...gers for remote administration ShareScan runs on domain based networks and in workgroup environments In a domain environment the system supports both static and dynamic 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 ShareScan does not support netwo...

Page 249: ...s Scenario type Description Hardware requirements General office use A typical office environment where multiple multifunction peripherals MFPs support a combination of printing copying and scanning Equivalent to an Intel Pentium 4 P4 2 4 GHz machine with Hyper Threading enabled and with 1 GB of RAM recommended The minimum RAM requirement is 512 MB Lightproduction scanning An environment where mul...

Page 250: ...d supports Windows Vista Enterprise and Windows Vista Business ShareScan for ScanStation runs on Windows Vista Business 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 required 10 100 TCP IP installed Required Yes Client for Microsoft Networks in...

Page 251: ...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 this PC see page 241 Closed Local security policy Log on locally rights must ...

Page 252: ...IP address or DHCP Domain based networks eCopy recommends 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 bl...

Page 253: ...899 9988 on multicast IP address 239 254 5 6a a 239 254 5 6 is an administratively scoped Class D IP address It is used so that the packets are contained within the network The multicast source relies on multicast enabled routers to forward the packets Optional for encrypted UDP communication between the Services Manager and eCopy enabled devices Open 8888 9999 on multicast IP address 239 254 5 6 ...

Page 254: ...cate using an IP address When devices cross domains the system checks to see whether the device can resolve the IP address by name If it cannot resolve the address the device communicates using the IP address of the Services Manager TABLE 65 Network infrastructure worksheet Item Notes Network Example Workgroup or domain based network Domain Microsoft Active Directory installed Required on domain b...

Page 255: ... 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 addresses to host names Each entry should be kept on an individual line The IP address should be placed in the first column followed ...

Page 256: ...ows includes the Microsoft Client 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...

Page 257: ... 176 address books adding recipients from 72 connector profiles and 84 creating databases for 82 in Microsoft Outlook 105 addresses adding 84 in Contacts folder 105 Administration console 9 installing 12 remote administration from 58 advanced system properties 43 See also Services Manager Alphanumeric field type 76 anonymous access Session Logon and 47 to LDAP server 118 121 to SMTP server 124 aut...

Page 258: ...170 managing groups of 183 publishing 181 updating 64 using 199 connectors 9 button image and label settings 69 installing 12 installing and removing 62 quick reference to using 201 refreshing list of 62 Services for configuring 85 types of 61 Contacts folder accessing addresses in 105 Content settings 70 Copitrak cost recovery system activity tracking and 172 Copy configuring 94 using on embedded...

Page 259: ...s Notes Connector eCopy Connector for Fax via Microsoft Exchange See Fax via Microsoft Exchange Connector eCopy Connector for Fax via SMTP See Fax via SMTP Connector eCopy Connector for Lotus Notes Mail See Lotus Notes Mail Connector eCopy Connector for Microsoft Exchange See Microsoft Exchange Connector eCopy Connector for SMTP using LDAP See SMTP using LDAP Connector eCopy format 87 eCopy Scan t...

Page 260: ...anager generic e mail accounts 120 Lotus Notes 110 Microsoft Exchange 101 generic e mail accounts SMTP using LDAP 125 generic LDAP server 117 Global Address List 110 116 Global Catalog Server 96 groups displaying in Active Directory list of recipients SMTP using LDAP 119 122 H hard keyboard See keyboard hardware configuration guidelines 239 Help accessing 2 hiding settings screen 167 host names re...

Page 261: ...onnector 110 configuring 110 format of e mail address in messages 71 using 217 M magnifying scanned documents 205 Mail Account settings 124 Mail Send Port 111 115 main ShareScan screen 203 MAPI MAPI protocol configuration Exchange 96 mapping index fields Quick Connect 147 MDAO component 151 memory and Services Manager PC 239 message settings e mail and fax connectors 70 Microsoft Access databases ...

Page 262: ...p 165 opening 243 SMTP server 124 post scanning options 209 Preferred tree field 246 print drivers Fax via Print 133 printers printing options 236 scanning and printing to 167 selecting 167 product keys 50 53 activating 52 adding 50 deleting 51 recovering 53 See also licensing devices profiles See connector profiles protocols used by Microsoft Exchange Connector 96 publishing connector profiles 18...

Page 263: ...nging at device 203 configuring 90 specifying defaults for 171 scanning activity reporting 55 scanning documents 204 205 post scanning options 209 selecting recipients for 207 sending 206 scanning mode embedded devices 43 ScanStand Assembly Instructions 2 ScanStation 39 Copy not available on 94 Fax via Print available on 133 logon settings 197 See also ShareScan Embedded scope of searches 47 119 1...

Page 264: ...o 151 SQL Express 13 installing 81 SQL Server 84 SSL 121 SSL HTTPS using 111 115 starting ScanStation Client 34 194 197 Services Manager 40 static IP addresses 238 stopping ScanStation Client 34 195 Services Manager 40 subfolder navigation Quick Connect 137 subject lines e mail and fax connectors 72 73 configuring 70 specifying 207 support customer 3 system properties configuring 43 See also Servi...

Page 265: ...47 117 displaying groups in list of recipients 119 122 domain based networks and 244 logging on via Windows logon 120 125 mismatch between user names and mailbox names 103 Windows NT authentication using on RightFax 129 Windows Task Manager closed by ScanStation Client 194 workgroups multiple support for 244 worksheets 237 for eCopy enabled devices 242 for firewalls and switches 243 for network in...

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