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uniFLOW Capture V5.3 SR6 - NT-ware

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1. Name uniFLOW Server ww 6 Forthe name type LDAP Connection 7 In the LDAP Server Name enter the name of the customers LDAP server This will have been provided by the company IT department in TABLE 1 3 1 LDAP Server Name 8 Enter the User Name and Password of a user that has access to the LDAP server This will have been provided by the company IT department in TABLE 1 3 2 Username of userwith LDAP access and 3 3 Password of user with LDAP access 20 uniFLOW Capture V5 3 SR6 9 Click on Test connection to LDAP server to confirm the settings If the provided information is correct a green OK is shown and the LDAP Directory Name and LDAP filter will be automatically completed SERVER CONFIGURATION LDAP m LDAP Connection Name LDAP Connection u prestwood2008 administrator LDAP Directory Name Distinguished ee he ase a A LI save Save Back Delete cancel 10 If the users are stored in a different OU on the LDAP server this information will have been provided by the company IT department in TABLE 1 3 4 Name of LDAP OU storing user details 11 Clickon the Field Scheme tab 12 Inthe option Field Scheme select Active Directory and click Load QU O O f SERVER CONFIGURATION i LDAP LDAP Connection IDENTITY mai Select LDAP Attribute Add fAdministrator chris local SECRET Select LDAP
2. 30 Scan to Email iti 31 Scan to Evernote 31 Scan to Folder durent 31 SCan tO FTP OS 32 Scan to Google Drive 32 Scan to Myself i 34 Scan to OnEDrIve iii 33 Scan to SharePoint 33 Scan tO WebDAV sise 34 Scan Workflow Configuration 29 SYVMbOLS ia 5 System ReQUIrEeMENTS 7 U uniFLOW Installation 12 User Configuration 20 39 O NT ware 2009 2015 NTware
3. Get your manual activation Code via the Internet here https web nt ware net license index php Send an Email to licensing nt ware com Send a Fax to 49 5403 780103 Manual Code Additional ADM Code optional as ua Internet connection on this PC needed 18 uniFLOW Capture V5 3 SR6 10 11 12 13 14 Once activated the quick start page will appear If it is required to see the activated licenses click onthe info button at the bottom left of the page For each additional uniFLOW license code select Activation from the Quick Start page The activation screen is slightly different for an activated system Enter the new license code in the License Check box and select the type of license for example device license for MEAP or device license for CMFP Click Activate Module to activate the license Repeat steps 11 13 for each uniFLOW license code 19 uniFLOW Capture V5 3 SR6 4 2 User Configuration Time to complete tasks 30 minutes To ensure that users can print correctly a connection to the company LDAP system is required 1 From the Quick Start screen select Useraccounts 2 Ensure uniFLOW Standard Online LDAP Authentication is set 3 Click Save and then dick on the Quick Start menu option on the left hand side of the screen 4 From the Quick Start Screen select LDAP 5 Click on the New button on the top right hand side of the screen TA RE PAIE LDAP
4. Change the Workflow Selection to Scan to Myself and click Next For Email Send Method leave the setting SMTP and click Next nun A U N e 34 uniFLOW Capture V5 3 SR6 10 11 For Directory leave the setting uniFLOW Database and click Next Leave the default settings for Email Data input and click Next Leave the settings for Scan Job Input Configuration and click Next For Scan Conversion Configuration leave the default settings and click Next For Workflow Name entera name then click Finish 35 Index uniFLOW Capture V5 3 SR6 A ACV Al ON nenn een 16 B Before YOU Start 5 Behavior for MEAP Applications 28 C Configuration naa 15 D Disclaimer ess 3 E Email Server Configuration 23 G General Settings Configuration 24 H Hardware 10 I INdEX en anale een 37 Information Required from the Customer 2 Installation 2 2 Aa 11 M MEAP Applet Installation 14 Multiple Scan Destinations 29 O Operating Systems 8 P Prep ration n nennen 1 Price Profiles Configuration 25 S Scan Device Creation nennen nenn 27 Scan Processing Server Installation 26 SCAN TO BOX 30 Scan to Dropbox
5. this could cause them to break so the customer will need to confirm that this is OK Select Yes to continue A web page will appear Make sure that all steps mentioned in the web page are completed before continuing In the Choose Destination Location window unless told otherwise by the IT department click Next For the Setup Type select uniFLOW ANDSQL2008 R2 Express and click Next uniFLOW Setup Setup Type Select the setup type that best suits your needs Click the type of setup you prefer uniF LOW AND Netaphor SiteAudit TM Description if uniFLOW Server AND SOL uniFLOW AND SQL Server 2008 R2 Express AND Netz Server 2008 R2 Express Runtime uniFLOW Only Engine InstallShield lt Back Cancel For the Database destination unless told otherwise by the IT department accept the default and click Next For the Select Program Folder window accept the default uniFLOW and click Next 12 uniFLOW Capture V5 3 SR6 14 An Important Information screen appears with 3 options about security SSL and HTTPS All three should be selected default Click Nextto continue Setup Type Select the setup type that best suits your needs IMPORTANT INFORMATION Please specify secure communication and synchronization settings which shall be used in the installation IV Require communication via secure channel HTTPS If this option is selected the installed server webs will only be accessible using a secure
6. 10 11 From the Quick Start screen select Scan Configuration Click on the New icon on the top right hand side of the screen Select Scanning and click Next From the list of wizards select Scan to Box and click Next Click Add Identity Type and configure the following Identity Type o Identity Category Email Address o Identity Type ID box o Identity Type Name Box Ensure that the newly created Identityis selected and click Next Leave the identity warnings and click Next If the company wants to receive email notification in case of an error TABLE 3 2 1 Send an Email on Error set Send an Email on Error to Yes before you click Next Leave the Scan Job Input Configuration and click Next Leave the settings for Scan Conversion Configuration and click Next For Workflow Name entera name then click Finish Scan to Dropbox Time to complete tasks 5 minutes 1 vv Pp U N 10 11 From the Quick Start screen select Scan Configuration Clickon the New icon on the top right hand side ofthe screen Select Scanning and click Next From the listof wizards select Scan to Dropbox and click Next Click Add Identity Type and configure the following Identity Type o Identity Category Email Address o Identity Type ID dropbox o Identity Type Name Dropbox Ensure that the newly created Identityis selected and click Next Leave the identity warnings and click Next If the company wants to receive email notifica
7. H HO o0 UNIFLOW Capture uniFLOW Capture V5 3 SR6 Installation Guide Disclaimer All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the prior written permission of NT WARE Systemprogrammierungs GmbH hereinafter also referred to as NT ware Company and product names mentioned herein are registered or unregistered trademarks of their respective companies Mention of third party products is for information purposes only and constitutes neither an endorsement nor a recommendation NT ware assumes no responsibility with regard to the performance or use of these products Also NT ware makes no claim to these trademarks Any use of trademarks logo service marks trade names and product names is prohibited without the written permission ofthe respective owners Adlib Express and Express Server are either registered trademarks or trademarks of Adlib Publishing Systems Inc Adobe Adobe Reader Acrobat Distiller PostScript and products of the CREATIVE SUITE S are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and or other countries Apple the Apple logo Mac Mac OS Macintosh iPhone iPad and AirPrint are trademarks of Apple Inc registered in the U S and other countries Box of Box
8. Please note that the Scan Processing Server must be installed prior to performing the following configuration steps See chapter Scan Processing Server Installation on page 26 Multiple Scan Destinations When configuring the first scan workflow see the corresponding topics below you will be asked whether to enable Show Scan Workflows as Default Scan Workflow e In case the company plans to have multiple scan destinations Table 3 1 1 Multiple Scan Destinations choose Enable Show Scan Workflows as Default Scan Workflow and click Next e Otherwise leave the default setting Do not enable and click Next This screen will only appear when you create your first scan workflow and no other workflow has been created yet D 0 oC SEEN X Wizard m Workflow Wizard Cx A Show Scan Workflows Configuration 0 LU P dj Quick Start Here Show Scan Workflows with accounting can be configured as default global scan workflow This will show the user a list of all the global scanning workflows where they have ACL access 8 Do not enable T gt If one scan destination is used Enable Show Scan Workflows as Default Scan Workflow gt If multiple scan dest are used Enable Show Scan Workflows with Accounting as Default Scan Workflow 29 uniFLOW Capture V5 3 SR6 4 9 2 Scan to Box 4 9 3 Time to complete tasks 5 minutes 1 U Pp WN
9. Scan to FTP FTP Server address Base Folder Allow unencrypted communication Allow self signed SSL certificates FTP authentication method FTP User if required Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No uniFLOW Capture V5 3 SR6 6 7 6 8 71 81 91 9 2 9 3 9 4 9 5 9 6 10 1 10 2 10 3 10 4 10 5 10 6 10 7 FTP Password ifrequired Identity Type ifrequired Scan toGoogle Drive Send an Email on Error Scan to OneDrive Send an Email on Error Scan toSharePoint SharePointServer Address Protocol Allow self signed SSL certificates Show SharePointSite SharePointService Account ifrequired Email notificationonerror Scan to WebDAV WebDAV Server IP or DNS Name WebDAV URL Allow user folder navigation Protocol Get User Authentication Identity type to browse folders if required Identity type to send file if required Yes No Yes No HTTP HTTPS Yes No Yes No Yes No Yes No HTTP HTTPS uniFLOW Capture V5 3 SR6 1 2 Before You Start Before beginning with the installation please ensure that you make the following preparations e Obtain the latest uniFLOW mom exe file e Make sure that IISis installed on the server e Optional Having a prepared Price Profile File CSV available e The information on the first page has to be com
10. right hand side of the screen Select Scanning and click Next From the list of wizards select Scan to Google Drive and click Next Click Add Identity Type and configure the following Identity Type U Pp WN o Identity Category Email Address 32 uniFLOW Capture V5 3 SR6 o Identity Type ID google o Identity Type Name Google 6 Ensure that the newly created Identityis selected and click Next 7 Leave the identity warnings and click Next 8 If the company wants to receive email notification in case of an error TABLE 3 7 1 Send an Email on Error set Send an Email on Error to Yes before you click Next 9 Leave the Scan Job Input Configuration and click Next 10 Leave the settings for Scan Conversion Configuration and click Next 11 For Workflow Name entera name then click Finish 4 9 9 Scan to OneDrive Time to complete tasks 5 minutes 1 From the Quick Start screen select Scan Configuration Click on the New icon on the top right hand side of the screen Select Scanning and click Next From the list of wizards select Scan to OneDrive and click Next vv AeA U N Click Add Identity Type and configure the following Identity Type o Identity Category Email Address o Identity Type ID onedrive o Identity Type Name OneDrive 6 Ensure that the newly created Identityis selected and click Next 7 Leave the identity warnings and click Next 8 If the company wants to receive email notification in case of an err
11. select Customer Installation SERVER CONFIGURATION Version Information uniFLOW Edition Demo Mode Standard line System ID 1 KLOL6 KRBSD V1B9E TLEVQ FOSHF uniFLOW server 5 3 0 Build 531 Web Frontend 5 3 License Code Edition Customer Name Company sector Please choose Country Please choose Distribution Channel Please choose Purpose Customer installation Activate Edition Pa Module Config Demo Mode Currently running uniFLOW Demo Mode 50 Print Jobs left Select Demo Mode uniFLOW uniFLOW for SMB uniFLOW Capture Change Demo Mode 7 Clickon the Activate Edition button 8 A license confirmation screen will appear Confirm the information click the Activate button in the middle of the screen on the right hand side near Activate Automatically 9 NOTE If the uniFLOW server is not connected to the internet please read uniFLOW user manual to see how to manually activate the software http www nt ware com mom 5 3 HTML EN index htm 13772 htm http www nt ware com mom 5 3 HTML EN index htm 13772 htm hon zu Re uniFLOW OC o O SERVER CONFIGURATION EPA I Activation moe 0001E371 Quick Start jon 5 2 SR1 0 H2MSH IRGF3 KK61T GR884 EOURO 2 6D32M N3190 4R6C5 I6RB7 3G9M5 Sofware uniFLOW Device License for MEAP Customer Nano NT Ware a Activate automatically
12. trademarks or trademarks of Xerox Corporation in Japan and or other countries All other trademarks trade names product names service marks are property of their res pective owners and are hereby acknowledged While every precaution has been taken in the preparation of this document NT ware assumes no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it NT ware does not assume any responsibility or liability for any malfunctions or loss of data caused by the combination of at least one NT ware product and the used operation system and or third party products In no event shall NT ware be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly orindirectly by this document In addition this manual provides links to the sites of affiliated or independent companies and certain other businesses NT ware is not responsible for examining or evaluating and NT ware does not warrant the offerings of any of these businesses or individuals or the content of their websites NT ware does not assume any responsibility or liability for the actions product and content of all these and any other third parties You should carefully reviewtheir privacy statements and other conditions of use Tuesday September 01 2015 Bad Iburg Germany Important Note Serious problems m
13. uniFLOW screen select Connections gt Scan Proc Server On the Resources tab click on Scan Processing Server to start the download of the installation package MomSpaceSuit exe Double click on the file MomSpaceSuite exe to start the installer Click Next on the welcome screen Click Yes to acceptthe License Agreement The window Choose Destination Location appears Unless told otherwise by the IT department click Next Enter the HTTP Port and HTTPS Port Unless told otherwise by the IT department click Next Begin installation click Install Afterthe installation click Finishto exitthe wizard 26 uniFLOW Capture V5 3 SR6 4 7 Scan Device Creation Time to complete tasks 5 minutes 1 vv Pp U N From the Quick Start screen select Printer Clickon the New icon on the top right hand side ofthe screen Select Single Printerand click New From the list of wizards select Scan Device and click Next Leave Spooler Name at default None under Name choose a unique name for the scan device then click Next For Asset Information enter optional management or asset information and click Next For the Device Configuration enter the IP DNS Name and click Next Click Finish New and repeat the steps 4 7 for all scan devices On the Configuration overview for the last Scan Device check the box Continue with the Global Workflow Creation and click Finish 27 uniFLOW Capture V5 3 SR6 4 8 Behavior for MEAP Appl
14. 1 Leave the Scan Job Input Configuration and click Next 12 Leave the settings for Scan Conversion Configuration and click Next 13 For Workflow Name entera name then click Finish 4 9 11 Scan to WebDAV Time to complete tasks 5 minutes 1 From the Quick Start screen select Scan Configuration Click on the New icon on the top right hand side of the screen Select Scanning and click Next From the list of wizards select Scan to WebDAV and click Next Enter the WebDAV Server Configuration as provided from the customer IT department TABLE 10 10 1 WEBDAV Server IP or DNS Name 10 2 WebDAV URL 10 3 Allow user folder navigation 10 4 Protocol Afterwards click Next 6 Specify the Identity type to browse folders TABLE 10 10 6 Identity type to browse folders Identity type to send file TABLE 10 10 7 Identity type to send file and specify if the user s credentials shall be checked and requested TABLE 10 10 5 Get User Authentication Then click Next 7 Leave the Scan Job Input Configuration and click Next 8 Leave the settings for Scan Conversion Configuration and click Next vv sa WN 9 For Workflow Name entera name then click Finish 4 9 12 Scan to Myself Time to complete tasks 5 minutes From the Quick Start screen select Scan Configuration Click on the New icon on the top right hand side of the screen Select Scanning and click Next From the list of wizards select Scan to Email and click Next
15. Agents Terminals gt MEAP amp miniMIND gt Resources e Install Universal Login manager on each MFP In the enhanced system options select the Universal Login Manager as the default login method and restart each device The install files can be found in Connections gt Agents Terminals gt MEAP amp miniMIND gt Resources 14 Configuration uniFLOW Capture V5 3 SR6 4 1 Activation Time to complete tasks 15 minutes 1 Launch the uniFLOW server configuration screen either by double dicking the icon on the desktop or launching Internet Explorer and typing the address https localhost pwserver see https localhost pwserver https localhost pwserver A warning message will appear stating that there is a problem with the website s security certificate This is normal as HTTPS security is used to secure the uniFLOW Server Click on the Continue to this website not recommended option To remove this warning in the future follow the instructions in the uniFLOW User Manual here http Avww nt ware com mom 5 3 HTML EN index htm 21721 htm http www nt ware com mom 5 3 HTML EN index htm 21721 htm Certificate Error Navigation Blocked Windows Internet Explorer http localhost pnserver ss 8 Certificate Error Navigation X E There is a problem with this website s security certificate The security certificate presented by this website was not issued by a trusted certificate authority Security
16. Attribute Ade ee Administrator SECRET Select LDAP Attribute Ade I IDENTITY sAMAccountName Select LDAP Attrbute 3 Add Promnstrator IDENTITY sapname Select LDAP Attribute Add e a ser SP 1077255 AA Aad AAA A 13 Some information will automatically be shown on the screen This is to confirm that the correct fields in the customers LDAP directory are being mapped to the correct uniFLOW fields Click Save Back to save this information 21 uniFLOW Capture V5 3 SR6 14 A uniFLOW hint window will appear Click on the Save button to save the configuration 15 Click on the Quick Start menu option on the left hand side of the screen 22 uniFLOW Capture V5 3 SR6 4 3 Email Server Configuration Time to complete tasks 15 minutes For uniFLOW to be able to send emails an SMTP configuration is required 1 2 From the Quick Start screen select SMTP Server In the Sender Address box enter the email address provided by the company IT departmentin TABLE 1 4 1 uniFLOW Sender email address In the SMTP Server box enter the name of the company SMTP server provided in TABLE 1 4 2 SMTP Server Address If the company SMTP server requires authentication TABLE 1 4 3 Does SMTP Server require authentication enter the details under Authentication type If required this information will have been provided by the company IT department in TAB
17. Corporation in the United States and or other countries of Microsoft Corporation Neevia Document Converter Pro of Neevia Technology NetWare Novell Novell eDirectory of Novell Inc are registered trademark of Novell Inc in the United States and other countries Mobilelron of Mobile Iron Inc Oc and PRISMA are trademarks or registered trademarks of Oc Holding B V OpenOffice org of Oracle Corporation PAS is a trademark of Equitrac Corp PosterJet is copyrighted and an internationally registered trademark of Eisfeld Datentechnik GmbH amp Co KG RedTitan EscapeE of RedTitan Limited NETAPHOR SiteAudit are trademarks of NETAPHOR SOFTWARE Inc SAMSUNG is a trademark of SAMSUNG in the United States or other countries Therefore of Therefore UNIX is a registered trademark of The Open Group uniFLOW uniFLOW Serverless Secure Printing Helix Production Workflow MIND microMIND and MiCard are registered trademarks of NT WARE Systemprogrammierungs GmbH pcProx AIR ID are registered trademarks of RFideas Inc Readers CASI RUSCO is a registered trademark of ID Card Group Radio Key is a registered trademark of Secura Key GProx Il is an unregistered trademark of Guardall HID ProxHID is a registered trademark of HID Global Corporation Indala is a registered trademark of Motorola ioProx is an unregistered trademark of Kantech Xerox Xerox and Design as well as Fuji Xerox and Design are registered
18. Inc Blackboard Transact of Blackboard Inc CANON imageRUNNER imageRUNNER ADVANCE MEAP CPCA AMS iW AMS iW Desktop iSend iW SAM are trademarks or registered trademarks of Canon Inc CBORD CS Gold of the CBORD Group Inc Crystal Reports and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd Business Objects is an SAP company Dropbox of Dropbox Inc eCopy eCopy ShareScan and eCopy ScanStation are marks or trademarks of Nuance Communications Inc Evernote of Evernote Corporation FileNet of IBM Corporation Foxit SDK and Foxit Reader of Foxit Corporation Google Docs of Google Inc Google Cloud Print web printing service is a trademark of Google Inc Helix Production Workflow is a trademark of NT WARE Systemprogrammierungs GmbH HP HEWLETT PACKARD PCL and LASERJET are registered trademarks that belong to Hewlett Packard Development Company KONICA MINOLTA is a registered trademark of KONICA MINOLTA Inc iOS of Cisco Technology Inc iDRS SDK and IRISConnect are unregistered trademarks of I R I S Group S A JAWS pdf courier are trademarks of Global Graphics SA Microsoft Windows Windows Vista Windows 7 Internet Explorer Internet Information Services Microsoft Word Microsoft Excel OneDrive SQL Server are either registered trademarks or trademarks of Microsoft
19. LE 1 4 4 SMTP Authentication Server 4 5 SMTP Authentication Account 4 6 SMTP Authentication Password Click Create to create the SMTP connector In the box Send Test To enter a valid customer email address and click Save Send Email to confirm that the SMTP server connection is correct The label Test email was successfully sent should appearin green SERVER CONFIGURATION Ale Tee leo Y Notification SMTP Server Sender address uniflowprint gmail com In this field you can enter the sender address which uniFLOW uses for sending Emails Send Test To Save 8 Send Emaill If you want to send a test Email you can enter the Email address of the recipient here and press the Send button A test Email will be generated 4 SMTP Server smtp gmail com Authentication SMTP authentication LOGIN v Type BEN Authentication smtp gmal com W2008R2DOCUNB2 unflowprint gmail com Trust Behavior No Trust Check A Black List White List Open Regular Expression Editor Open Reqular Expression Editor Save Al wprint gmail a Click on the Quick Start menu option on the left hand side of the screen 23 uniFLOW Capture V5 3 SR6 4 4 General Settings Configuration Time to complete tasks 10 minutes 1 From the Quick Start screen select General Settings 2 In the o
20. LOW V5 2 SR1 uniFLOW Capture V5 3 SR6 2 2 Hardware This topic describes the minimum recommended hardware requirements for the uniFLOW server and the RPS Actual requirements will vary based on your system configuration and the applications and features you choose to install Minimum Hardware Requirements CPU o Systems with a Single Core CPU x86 x64 with a 2 5 GHz minimum dock speed RAM o 4GB Hard Disk Drive o Minimum of 50 GB of free disk space Recommended Hardware Requirements CPU o Systems with a Multi Core CPU x86 x64 with a 1 5 GHz minimum dock speed o Systems with Multiple Physical CPUs x86 x64 with a 1 5 GHz minimum clock speed RAM o 4GB Hard Disk Drive o Minimum of 80 GB of free disk space 10 Installation uniFLOW Capture V5 3 SR6 3 1 uniFLOW Installation Time to complete tasks 45 minutes 1 2 E ot m 10 11 12 13 Double click on the file mom exe to start the installer Select a language and click Next If prompted to install Microsoft Visual C 2008 SP1 Redistributable Package click Install Install Microsoft NET Framework if prompted and click Next In the Welcome to InstallShield for uniFLOW window click Next Select the according region and click Next Click Yes to accept the License Agreement On a 64 bit system there is a prompt to set IIS to run in 32 bit mode If there are existing 64 bit applications running on IIS
21. cator for uniFLOW features that are not available worldwide External Link Link to an external web page Settings Detailed explanation of configuration settings or operational procedures Compass Path to the menu or configuration page in the software Screenshots and Diagrams This manual contains screenshots of the software diagrams explaining relations and pictures of products Even though all visuals are up to date at the time of writing they are subject to change Send Feedback Should you come across any relevant errors or have any suggestions please contact documentation nt ware com or use the Send feedback here button of the uniFLOW Online Help uniFLOW Capture V5 3 SR6 Contents Contents 1 Preparation A ae 1 1 1 Information Required from the Customer sssssnssssssssseeseneeesessnnse 2 1 2 Before VOU Stata cnn iii 5 2 System Requirements aria air ici 7 2 1 Op rating SySteMS A cei iecstasseuteacsuevetvessosseauedonctteteseseeseousees 8 2 2 Hardware claire iii ciare de A A reine state anida 10 3 Installations een 11 3 1 uniFLOW Installation anio 12 3 2 MEAP Applet Installatiohi ss sg nisi aiar 14 4 Configuration 15 4 1 NAAA ARR TA AA so RI i sbivsssvessoetistes 16 4 2 User Configurationa alal 20 4 3 Email ServertConfigurationa sicilia 23 4 4 General Settings Configuration 24 4 5 Price Profiles Configuration ire 25 4 6 Scan Processing Server Installation cccssssccscsssssceccssssseecssssscecssss
22. certificate problems may indicate an attempt to fool you or intercept any data you send to the server We recommend that you close this webpage and do not continue to this website Y Click here to close this webpage Continue to this website not recommended More information You will be prompted to log on to uniFLOW Enter the username and password used to log onto the server A security notes page appears Click on OK to close this screen Only the username password entered in the step above can access the uniFLOW server pages gt Security notes for your new uniFLOW installation uniFLOW has created a set of default security settings during the installation process which are described below 1 Three default security groups and ACLs have been created with the following naming Administrators Operators Users 2 Each group has been assigned to the allowed list of the ACL with the same name For example the Administrators group was assigned to the allowed list of the Administrators ACL 3 The Administrators ACL has been assigned to the UI features of the uniFLOW Server pages 4 The Operators ACL has been assigned to the UI features of the Operator Dashboard pages 5 Your user has been created in the system and it has been added to the groups Administrators and Operators o rr 16 uniFLOW Capture V5 3 SR6 5 The uniFLOW Quick Start page appears Click on the Activati
23. channel HTTPS I Install SSL certificate in IIS If this option is selected a self signed SSL certificate will be installed in IIS during the installation overwriting an existing certificate if any IV Require secure RPS synchronization If this option is selected the synchronization of installed RPSs will be secured by signing communication packets InstallShield lt Back Cancel 15 Leave the default setting for Enforce HTTPS for the internal HTTP server and click Next 16 The setup will then start to copy files and SQL Server 2008 R2 Express The screen may flash and different windows installing files may appear 17 After SQL 2008 R2 Express has been installed it is necessary to reboot the server Click Next to exit the installer 18 Accept Yes I want to restart my computer now and click Finish 19 Once the server has restarted anda userlogs on the installer will continue 20 Awindow will appearstatingthata Snapshot of the installation is taking place 21 Once the installation is complete a web page will appear with some Read Me instructions Ensure these actions are completed especially the settings for Secure Printing with MEAP and To avoid problems with locally generated spoolfile copies 13 uniFLOW Capture V5 3 SR6 3 2 MEAP Applet Installation e Install the uniFLOW MEAP Client on each Canon device and ensure that it is started The install files can be found in Connections gt
24. e Server e Installations on Active Directory Domain Controllers DC and Microsoft Exchange Servers are not supported Microsoft Small Business Server Installations on Microsoft Small Business Servers SBS are supported but not by default Forthatreason please refer to the white paper Installing uniFLOW on a Microsoft Windows Small Business Serverin the NT ware Knowledgebase Windows Server 2003 e Internet Information Services IIS 6 0or higher e Internet Explorer 6 or higher required Internet Explorer 7 or higher recommended Windows Server 2008 e Standard installation with a graphical userinterface e Internet Information Services IIS 7 0 prepared for a uniFLOW installation e Internet Explorer 7 or higherrecommended Windows Server 2008 R2 e Standard installation with a graphical userinterface e Internet Information Services IIS 7 5 prepared for a uniFLOW installation e Internet Explorer 8or higher recommended uniFLOW Capture V5 3 SR6 Windows Server 2012 e Standard installation with a graphical userinterface e Internet Information Services IIS 8 prepared fora uniFLOW installation e Internet Explorer 10 or higherrecommended Windows Server 2012 R2 e Standard installation with a graphical userinterface e Internet Information Services IIS 8 5 prepared fora uniFLOW installation e Internet Explorer 11 o0r higherrecommended uniFLOW is supported on a Microsoft Windows Server 2012 since uniF
25. ications Time to complete tasks 5 minutes The following steps need to be done for MEAP devices other instructions are shown below 1 From the main uniFLOW screen select Connections gt Agents Terminals 2 Expandthe group MEAP 8 miniMIND and click Default Behavior SERVER CONFIGURATION OA Agents Terminals Agents Terminals MIND amp microMIND MEAP amp miniMIND Network Configuration Upload Logo Resources MEAP Theme Configuration MiCard Printer CMP J bs NT ware MoneyLoader 5 PC100 Connections IPC PayCon ICS Money Loader Netcard Money Loader EAI E 7 L Default Behavior UniFLOW MEAP Cent Please choose E Default behavior for MEAP Applications for all Printers unsigned Behavior unFLOW Login Manager Please choose 3 Forthe uniFLOW MEAP Client select Scan Client 4 For the uniFLOW Login Manager select Username Password Type Login then click Save Please note that the given uniFLOW MEAP Client and uniFLOW Login Manager settings are recommendations only They can be changed according to given requirements at any time 28 uniFLOW Capture V5 3 SR6 4 9 4 9 1 Scan Workflow Configuration This chapter describes the configuration of each scan workflow in detail Please check the company s planned scan destinations first TABLE 3 1 2 1 12 then proceed with each desired workflow
26. ight occur if you modify the registry of your Windows operating system incorrectly These problems might require that you reinstall the operating system We strongly recommend to always back up the registry of your Windows operating system before applying changes to it just in case you do something wrong NT ware does not assume any responsibility or liability for any impact on the operating system after changing the registry You understand and accept that you use this information and modify the registry of your Windows operating system at your own risk Copyright and Contact NT WARE Systemprogrammierungs GmbH Niedersachsenstra e 6 49186 Bad Iburg Germany www nt ware com Should you come across any relevant errors or have any suggestions please contact documentation nt ware com or use the Send feedback here button of the uniFLOW Online Help 1998 2015 NT WARE Systemprogrammierungs GmbH Symbols Text Styles This style is used for text that is displayed on screen This style is used for textthe user hasto type in This style is used for hyperlinks to web pages internal links to other pages in this manual This style is used for code examples XML code variables or regular expressions Pictograms Important Note Information that is crucial for the correct functioning of the uniFLOW software External Manual Pointer to additional manuals for third party hardware or third party software Region Specific Feature Indi
27. ntity Category Email Address o Identity Type ID evernote o Identity Type Name Evernote 6 Ensure that the newly created Identityis selected and click Next 7 Leave the identity warnings and click Next 8 If the company wants to receive email notification in case of an error TABLE 3 4 1 Sendan Email on Error set Send an Email on Error to Yes before you click Next 9 Leave the Scan Job Input Configuration and click Next 10 Leave the settings for Scan Conversion Configuration and click Next 11 For Workflow Name entera name then click Finish 4 9 6 Scan to Folder Time to complete tasks 5 minutes 1 From the Quick Start screen select Scan Configuration 2 Clickon the New icon on the top right hand side of the screen 3 Select Scanning and click Next 31 uniFLOW Capture V5 3 SR6 4 From the list of wizards select Scan to Folder and click Next 5 If the company wants to address user s home folder TABLE 3 5 1 Scan to User s Home Folder enter the details under Authentication type If required this information will have been provided by the company IT department in TABLE 1 3 4 SMTP Authentication Server 3 5 SMTP Authentication Account 3 6 SMTP Authentication Password 6 If the company wants to address the user s home folder TABLE 3 5 1 Scan to User s Home Folder ensure that the home folder of each user is configured In case no home folder is configured enter the path to the base folder as pr
28. on button aaa a Quick Start Quick Start Fo ce Enter the following information Welcome to the uniFLOW Configuration Assistant This page will guide you through the basic steps required to configure uniFLOW in a production environment Activation Activate your uniFLOW installation User accounts Select whether to use the uniFLOW database an LDAP server or both for user authentication LDAP Connect uniFLOW to your LDAP server to import users groups and cost centers SMTP Server Configure uniFLOW to send Emails to your SMTP mail server Set the maximum job age for secure print jobs to be held and define the mobile print settings Price Profiles Create a new price profile or import a previously created profile Printer Configure your printers to work with uniFLOW gt SERVER CONFIGURATION a In License Code Edition enter the uniFLOW license code Each device will have its own license so this process will need to be repeated see point 11 below N In Country select your country In Distribution Channel select whether this installation is being made by the In Customer Name enterthe customer s name In Company Sector select the market sector that best fits the customer direct or partner channel If you select either of these enter the appropriate information in either the Channel Name or Partner Name field 17 uniFLOW Capture V5 3 SR6 f In Purpose
29. or TABLE 3 8 1 Sendan Emailon Error set Send an Email on Error to Yes before you click Next 9 Leave the Scan Job Input Configuration and click Next 10 Leave the settings for Scan Conversion Configuration and click Next 11 For Workflow Name entera name then click Finish 4 9 10 Scan to SharePoint Time to complete tasks 5 minutes 1 From the Quick Start screen select Scan Configuration Click on the New icon on the top right hand side of the screen Select Scanning and click Next From the list of wizards select Scan to SharePoint and click Next vv si WN Enter the SharePoint Server Configuration as provided via the customer IT department TABLE 3 9 1 SharePoint Server Address 9 2 Protocol and 9 3 Allow self signed SSLcertificates Afterwards click Next 33 uniFLOW Capture V5 3 SR6 6 Select whether to Show SharePoint Sites Table 3 9 4 Show SharePoint Site and enter the SharePoint Service Account Name Table 3 9 5 SharePoint Service Account if different from the current one Afterwards click Next 7 Leave the default setting for the SharePoint Space Configuration and click Next 8 Leave the default SharePoint Properties and click Next 9 If the company wants to receive email notification in case of an error TABLE 3 9 6 Email notification on error set Email notification on error to Yes before you click Next 10 Leave the default setting for Email notification on success Then click Next 1
30. ord of user with LDAP access 2 4 Name of LDAP OU storing user details SMTP Server Information 3 1 uniFLOW Sender email address 3 2 SMTP Server address 3 3 Does SMTP Server require authentication Yes No Type 3 4 SMTP Authentication Server if required 3 5 SMTP Authentication Account if required 3 6 SMTP Authentication Password if required General 4 1 Required Maximum age of printjobs hours Table 2 Device Asset Information To be completed during installation Device IP Addresses 1 1 Unique assetnumber of Canon MFP 1 1 2 Unique assetnumber of Canon MFP 2 1 3 Unique assetnumber of Canon MFP 3 uniFLOW Capture V5 3 SR6 1 4 1 5 1 6 1 7 Unique asset number of Canon MFP 4 Unique assetnumber of Canon MFP 5 Unique asset number of Canon MFP 6 add further unique asset numbers as required Table 3 Scan Destination Information To be completed before installation 1 1 1 2 1 3 1 4 15 1 6 1 7 1 8 1 9 1 10 1 11 1 12 2 1 3 1 4 1 5 1 5 2 6 1 6 2 6 3 6 4 6 5 6 6 Scan Destinations MultipleScan Destinations Scan to Box Scan to Dropbox Scan to Email Scan to Evernote Scanto Folder Scan to FTP Scan to Google Drive Scanto OneDrive Scanto SharePoint Scanto WebDAV Scan to Myself Scan to Box Send an Email on Error Scan to Dropbox Send an Email on Error Scan to Evernote Send an Email on Error Scan to Folder Scanto User s Home Folder Path to Base Folder if required
31. ovided by the company s IT department TABLE 3 5 2 Path to Base Folder Afterwards click Next 7 Leave the settings for User Authentication and click Next 8 Leave the settings for Scan Job Input Configuration and click Next 9 For Scan Conversion Configuration leave the default settings and click Next 10 For Workflow Name entera name then click Finish 4 9 7 Scan to FTP Time to complete tasks 5 minutes 1 From the Quick Start screen select Scan Configuration Clickon the New icon on the top right hand side ofthe screen Select Scanning and click Next From the list of wizards select Scan to FTP and click Next Enter the FTP Server address and Base Folder Table 3 6 1 FTP Server address and 6 2 Base Folder Ensure that the settings Allow unencrypted vv AeA U N communication and Allow self signed SSL certificates match with Table 3 6 3 Allow unencrypted communication and 6 4 Allow self signed SSL certificates Afterwards click Next 6 Set the Authentication Method as provided by the customers IT department and specified on Table 3 6 5 6 8 Then click Next 7 Leave the File Name Configuration and click Next 8 For the Scan Job Input Configuration leave the default values and click Next 9 Leave the Scan Conversion Configuration and click Next 4 9 8 Scan to Google Drive Time to complete tasks 5 minutes 1 From the Quick Start screen select Scan Configuration Click on the New icon on the top
32. pleted by the IT manager of the company Anti Virus Software Configure the anti virus software that is installed on the uniFLOW server so that it does not scan the folders listed below We recommend to disable on access scanning on these folders and enablea scheduled scan during the nightinstead uniFLOW e uniFLOW installation folder ProgramFiles x86 uniFLOW e uniFLOW installation folder CommonProgramFiles x86 NT ware Shared e Windows spool folder SYSTEMROOT System32 spool e SQLServerdata folder user defined RPS e RPS installation folder ProgramFiles x86 uniFLOW Remote Print Server e Windows spool folder SYSTEMROOT System32 spool System Requirements uniFLOW Capture V5 3 SR6 2 1 Operating Systems Client Operating System Support e Installations of the uniFLOW server system on dient operating systems are supported since uniFLOW V5 3 with Windows 7 or higher However there are a few limitations which need to be considered Please refer to the White Paper Software Compatibility List for NT ware Products to be found in the NT ware Knowledgebase This white paper explains supported features and known limitations of uniFLOW on a client operating system in detail Read this white paper before you plan to install uniFLOW on a client operating system uniFLOW and RPS e uniFLOW and the Remote Print Servers RPS have to be installed on dedicated systems Domain Controller and Microsoft Exchang
33. ption for Print Jobs enter the Maximum age of print jobs hours The default setting is 10 This information will have been provided in TABLE 1 5 2 Required Maximum age of print jobs hours 3 Clickon Save 4 Clickon the Quick Start menu option on the left hand side of the screen 24 uniFLOW Capture V5 3 SR6 4 5 Price Profiles Configuration Time to complete tasks 10 minutes Price Profiles can be imported from a csv file The standard price profile has some example prices These can be changed in a CSV editor such as Microsoft Excel to match the requirements of your customer before starting the installation Prices can also be adjusted within uniFLOW if required 1 From the Quick Start screen select Price Profiles 2 Click on the Import Export button on the top right of the page This is the first in the line of four buttons gt SERVER CONFIGURATION BEUEEEELE Price Profiles _0 item s GERE Name New Click on Import and then click on the Browse button Selectthefile Export_PriceProfile csv and click Open Click Next A confirmation screen will appear Click OK Import Data When successful click OK Close Click on the Quick Start menu option on the left hand side of the screen ae ee SE EEE O 25 uniFLOW Capture V5 3 SR6 4 6 Scan Processing Server Installation Time to complete tasks 10 minutes 1 2 NN MEA From the main
34. ssccessssessccesssssseeesessees 26 4 7 Scan Device Creation cn O Sanseedeueestuedsusseescsecs 27 4 8 Behavior for MEAP Applications rrrrrrrrrrrreeerererieneenenio ee ne ere nieneeneneseneene cirie ne eeonionee 28 4 9 Scan Workflow Configuration sin nantaise matt 29 4 9 1 Multiple Scan Destinations sise 29 4 9 2 Stan to BOX a a AE EE aa een Men Ria een 30 4 9 3 Scan to Drop DOK arei aaan A ani La 30 4 9 4 Scanito Email ET ee ee exes oases roe ee Pee nale 31 4 9 5 Scan TO EverNote keue s en NCR de Rene en ERA 31 4 9 6 Sc n to Folder Ati ni me ne E en isla i sa 31 4 9 7 Sean to NON 32 4 9 8 Scan to Google Drivers A a ire maniere Pa dans loteries nt 32 4 9 9 Scan to One DnNVe ae sn Ne tr ee ler nata 33 4 9 10 Scan to Share OM reale A cee ibn ee ie 33 4 9 11 Scan to WebDA Vita ea Sit cee en Med rare dada eee ia da denti 34 4 9 12 Scan to MV sli nn nn ina e S nel tete ne kee ee 34 5 ING ai 37 Preparation uniFLOW Capture V5 3 SR6 1 1 Information Required from the Customer Table 1 Customer network configuration To be completed before installation Device IP Addresses 1 1 IP address of Canon MFP 1 1 2 IP address of Canon MFP 2 1 3 IP address of Canon MFP 3 1 4 IP address of Canon MFP 4 1 5 IP address of Canon MFP 5 1 6 IP address of Canon MFP 6 1 7 add other IP addresses serial numbers as required LDAP Information 2 1 LDAP Server name 2 2 Username of user with LDAP access 2 3 Passw
35. tion in case of an error TABLE 3 3 1 Sendan Emailon Error set Send an Email on Error to Yes before you click Next Leave the Scan Job Input Configuration and click Next Leave the settings for Scan Conversion Configuration and click Next For Workflow Name entera name then click Finish 30 uniFLOW Capture V5 3 SR6 4 9 4 Scan to Email Time to complete tasks 5 minutes From the Quick Start screen select Scan Configuration Clickon the New icon on the top right hand side ofthe screen Select Scanning and click Next From the list of wizards select Scan to Email and click Next Leave the default Workflow Selection Scan to Email and click Next For Email Send Method leave the setting SMTP and click Next For Directory leave the setting uniFLOW Database and click Next Leave the default settings for Email Data input and click Next tOn 00 oY ei E Leave the settings for ScanJob Input Configuration and click Next For Scan Conversion Configuration leave the default settings and click Next Pr e O For Workflow Name entera name then click Finish 4 9 5 Scan to Evernote Time to complete tasks 5 minutes 1 From the Quick Start screen select Scan Configuration Click on the New icon on the top right hand side of the screen Select Scanning and click Next From the list of wizards select Scan to Evernote and click Next vv Pp U N Click Add Identity Type and configure the following Identity Type o Ide

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