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Canon 220e Owner's Manual

1. eCopy ShareScan Installation and Setup Guide 65 Configuring the Content properties The Content tab specifies the properties for subjects notes and bylines that are included in messages sent by e mail and fax connector profiles Users at the device can select an existing subject or note or enter their own subject or note Subjects appear on the subject lines notes are included in the message body To configure the Content properties 1 In the console tree select gt lt connector_name gt gt Properties 2 Select the Content tab and then specify the settings see Table 10 3 Click Save select or specify the profile name and then click Save Section TABLE 10 Connector Properties Content tab Field Button Description Message For e mail connectors the Subjects and Notes options appear in the Message list For fax connectors only the Subjects option appears in the Message list Add Adds a new subject or note to the list of subjects and notes available to the user at the device You can use the following variables USER_NAME Can be used in a subject line or in a note Replaces the variable with the sender name RECIPIENTS Can be used only in a note Replaces the variable with the recipient name s FILESIZE Can be used in a subject line or in a note Replaces the variable with the size of the file in KB FILENAME Can be used in a subject line or in a note
2. Note The eCopy Registration Web site enables you to upload the product key information needed to register eCopy enabled devices from the license report You typically complete the registration process after adding one or more product keys to the License Information pane and generating the license report If you add more product keys later you will need to repeat the registration process 3 Click Report to generate a license report Licensing Database Location C Program FileseCopy ShareScanNShareScan PM anagersBinseCopyD eviceLicense Idb sd C License Information Registration Status Host Name Product Key Key Type UTMTQ3WPAD amp FULL ScanFront emb Activated Techwriter01 eCopy com gt ENTER PRODU New Key Load Keys Delete Key Report Refresh Activate A v Bg eCopy ShareScan Installation and Setup Guide 31 To view the device list 1 In the console tree select Devices The new device is listed in the right pane To change the view right click in the right pane click View and then select the desired view Tu eCopy ShareScan Administration File Action View Help e E eCopy Sigh ShareScan QS TechWwriter01 10 10 14 ScanFront Ad Techwriter01 10 10 1 EA System Informatio amp Properties Licensing GB activity Monitc E Reporting RJ Connectors gf Devices H TechWriter01 Name Defauk device Look
3. Please visit the Ask eCopy Web site www askecopy com for Customer Support hours of operation contact information policies and process descriptions eCopy Corporate Headquarters Telephone 1 603 881 4450 Outside North America Please contact your local dealer or national sales organization eCopy ShareScan Installation and Setup Guide 5 Quick Start Installing and setting up ShareScan ShareScan extends the capabilities of digital copiers and scanners When installing and setting up the software you need to understand the product components and the installation tasks In this chapter m Product components cecidere sein sores heres ish fele e e ce ac edb epe da n ee goles cede aede 6 a Installation tasks sese vr ooevpcA pet Sh en e I be be Io pe A PIA Pet 8 m Installirio eCopy ShareScan cese rk e e RIA REA UE A hee ee deis 9 A licensinpe deyiCeSss ameet mele po SERE EXEC KENT e te pere eco ete de 11 m Configuring and activating connector profiles cssc nn 15 m Setting up the Canon ScanFront device eese 26 6 Quick Start Installing and setting up ShareScan Product components Administration console Ta eCopy ShareScan Administration Monitors connected MEPsjeCopy ShareScan desires Displays the number of scans per MFP Network computer running the Services Manager and one or more connectors applications connected to enterprise applications such as e mail and fax Client
4. Microsoft Active Required on domain based networks to Yes Directory installed support remote access to the Services Manager Devices on different eCopy enabled devices and the Services Yes subnets or VLANs Manager can be on different subnets or virtual LANs VLANs provided that the devices can communicate with the Services Manager using an IP address Router configured to Required when devices span multiple Yes 174 Reference Installation environment DNS considerations The Services Manager must be able to resolve the names of associated devices whether through a Domain Name Service DNS server on the local network or through the HOSTS file on the Services Manager PC DNS should only be enabled on an eCopy enabled device when there is a DNS server on the local network Using a DNS server on the local network Make sure the DNS server on the local network automatically registers the host names and IP addresses of all devices on the local network Older versions of operating systems and DNS servers do not do this automatically Configuring the HOSTS file If you do not have a DNS server on the local network add the IP addresses and host names to the HOSTS file in the Windows System32 Drivers Etc directory on the Services Manager PC as in the following example t 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
5. Note The Auto setting is available only when the Paper Size option is set to Mixed Originals JPEG 0 100 by 10 100 provides the highest image quality but also creates the largest file size Brightness 0 100 by 10 Deskew Yes Straightens a skewed image This option can No correct a skew of up to 20 Note The Deskew setting is available only when the Color Depth option is set to B amp W Inverse Yes Creates a negative of the original scanned No image which is useful for blueprints and microfilm eCopy ShareScan Installation and Setup Guide 87 TABLE 20 Canon ScanFront supported scanner settings continued Option Settings Comments Description Skip Blank Page Yes No During scanning the device analyzes the content of each page based on the Blank Page Sensitivity value If it determines that the page is blank the page is not included in the scanned document that is sent to the ShareScan Services Manager Blank Page Sensitivity 1 100 f the Skip Blank Page option is set to Yes this option is enabled Use the slider option to specify the sensitivity level The default is 90 f you specify a value that is too low pages with text may be treated as blank pages and will not be scanned f you specify a value that is too high blank pages may be scanned Sharpness 0 100 by 10 Color Dropout None Red Drop Out Green Drop Out Blue Dro
6. 1 In the console tree select your e mail or fax connector select Properties and then select the Address Books or Local Address Book tab 2 Under Local Address Book or under Address Books for Lotus Notes connectors click Create The Create an Internet Fax Address Book Database window opens 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 Display Configure Local Address Book Content Express Internet Address Book C Enable Search On Email Address Last Name First Name Delete JohnDoe SomeDomain com Doe John Delete All Import m Export 5 To enable the local address book for use with the connector select Enable see Table 16 6 Click Save select or specify the profile name and then click Save 78 Reference Common configuration information for connectors TABLE 15 Settings for creating a local address book database Field Button Description SQL Server Name list The computer where you installed SQL Express If the server name does not appear on the list you can enter it manually You must add the suffix SSQLEXPRESS to the server name For example mycompute SQLEXPRESS Administrator s user ID User name sa Password The password you entered when you installed SQL Express Address Book Name The name you select f
7. Scaling Available values between 20 and 100 percent Resolution Supported resolutions between 100 and 600 dpi Two Sided Standard options for example single sided double sided book type and double sided calendar type Color Depth Pixel Supported color types 86 Reference Common configuration information for connectors ScanFront scanner settings The list of scanner settings on the Scanner Settings tab is a subset of the scanner settings that are available on the Canon ScanFront device see Table 20 TABLE 20 Canon ScanFront supported scanner settings Compression Option Settings Comments Description Paper Size Mixed Originals Letter Legal A4 A5 A5R A6 A6R B5 B6 BAR Statement StatementR Two Sided Single Sided Double Sided Color Depth B amp W Text Enhance Halftone Pixel error diffusion Grayscale Color Resolution 100 DPI 150 DPI 200 DPI 300 m 300 DPI provides a good compromise between DPI 400 DPI 600 DPI image quality and file size for text documents m 400 DPI provides best results when creating searchable text m 600 DPI may be necessary to maintain image quality when documents include complex graphics Note For double sided documents the ScanFront device does not support color scanning at 600 DPI Feeding Auto 0 degrees 90 degrees 180 The Auto setting rotates the scanned image based Direction degrees 270 degrees on the orientation of the text
8. enter your user credentials on the Logon screen and then press Logon or if your device supports a fingerprint scanner swipe your finger across the scanner If your Session Logon credentials are not valid the Logon screen for the connector will appear after you preview the scanned document Notes If the profile is configured to send scanned documents from a generic ShareScan User account you will not need to log on If Search while typing is enabled on the Session Logon tab ShareScan will search for matching address list entries after each character you enter in the User Name field Select your name from the list that appears as you enter each character When you have successfully logged in the Home screen appeats Review the default scanner settings in the left pane use the down arrow button to view additional scanner options To change a setting press the option such as Paper size and then press the setting on the toolbar that appears ShareScan will use the modified scanner settings for all subsequent pages that you scan during this session unless you change settings from the Preview screen After changing the scanner settings press a connector button such as a Scan and Mail connector button to start scanning the document that is in the feeder The Client displays the Processing message in the lower left corner of the screen 160 Reference Using eCopy Connectors Preview 1 When the connector finishes scannin
9. Authenticate by Connector 1 IfSession Logon was 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 on Note If the profile is configured to send scanned documents from a generic ShareScan User account you will not need to log on 2 Enter your user name and password and then press Next Send 1 eCopy ShareScan Installation and Setup Guide 161 If the Send screen appears select or enter the recipients of the scanned document and optionally specify subject line and notes information The fields depend on the connector see Table 50 Note If the profile is configured to use the Express or Send to self features the Send screen will not appear If 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 79 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 If the Search while typing option is enabled and the profile 1s configured to search the Global Address List and the Outlook Contacts folder for recipient names as well as to allow you to manually enter e mail addresses the connector displays the first address in the address list or Contacts folder that matches the characters that you type For example
10. Exchange supports four combinations of connection protocols that can be used to connect to your Exchange server depending on your environment The Wizard automatically selects the protocol based on the Exchange environment information that you supply for more information about the available combinations of protocols and the environments in which they can be used see Table 22 106 Reference Connector specific configuration information To configure eCopy Connector for Fax via Microsoft Exchange properties eCopy recommends that you use the Wizard to initially configure a connector profile Use the Properties button on the Configure tab only if you need to make custom modifications after the initial configuration 1 2 3 In the console tree select Fax via Exchange gt Properties Select the Display tab and then specify the settings see Table 9 Select the Configure tab The Configure tab displays a summary of the settings that you specify using the Wizard or the Properties window see page 96 Use the connector Wizard to specify the basic settings see Table 23 This includes specifying the Fax Format see page 73 If you are configuring a connector profile for an environment that uses an External Associated Account EAA and contains multiple forests and you want to add additional forests see page 95 Select the Local Address Book tab and then specify the settings see Table 15 and see Table 16 Select the Content
11. Installation and Setup Guide 51 Monitoring scanning activity The Activity Monitor enables you to monitor scanning activity on a Services Manager This is useful for finding bottlenecks as it shows all activity and timing information in real time To access and manage the activity log 1 In the console tree select System Information gt Activity Monitor The Activity area displays a list of all requests and status information Click Start Monitoring or Stop Monitoring 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 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 Select a location and file name for the activity log and then click Save Click Clear if you want to clear all existing entries from the activity log 52 Reference Configuring the system Reporting scanning activity The Reporting function enables you to display the total number of pages scanned The report can include activity for all devices connected to a Services Manager or for a single device To view a report of scanning activity 1 In the console tree select System Information gt Reporting 2 Select the approptiate option Manager Displays the total number of pages scanned at each device connected to the selected Services Manager a Device Displays the
12. PDF files saving scanned documents to 82 151 permissions for scan inboxes 126 See also encryption properties Pixel setting 85 ports 166 171 changing 171 LDAP server 118 numbers used by Inbox Agent Scan to eCopy Desktop 138 opening 171 SMTP server 121 post scanning options 161 Preferred tree field 175 Preview screen 160 printers scanning and printing to 140 selecting 140 product keys 46 50 activating 49 adding 46 deleting 47 recovering 50 See also licensing devices profiles See connector profiles protocols used by Microsoft Exchange Connector 93 Q quick reference to using connectors 158 R recipients of scanned documents disabling list of LDAP SMTP 121 selecting 161 recoveting product keys 50 refreshing list of connectors 58 remembering recently used values 71 181 remote administration 55 173 access to Services Manager 173 ScanFront device 27 See also Services Manager removing blank pages from scanned documents 83 connectors from system 58 usets from user list 56 reporting scanning activity 52 See also Services Manager resolution of scanned documents 85 resolving mismatch between user names and mailbox names Exchange 100 restoring Services Manager 53 reviewing scanned documents 160 rolling filenames in Activity Log file 148 in tracing log files 89 S SAMAccountName attribute LDAP 120 122 saving scanned documents to PDF files 151 scaling during scanning 85 scan inbox
13. Replaces the variable with the name of the file PAGECOUNT Can be used in a subject line or in a note Replaces the variable with the number of pages in the document 66 Reference Common configuration information for connectors TABLE 10 Connector Properties Content tab continued Section Field Button Description Email Address Format in Message Content applies to the Lotus Notes Mail Connector Determines how recipient names will appear in the body of the message when the RECIPIENTS variable is included Tip When you send mail to multiple recipients from a personal Lotus Notes account the eCopy agent on the Domino server creates an individual message for each recipient Including the RECIPIENTS variable in a note enables recipients to see who else received the message Name Domain com Displays the recipient s Internet e mail address FirstName MI LastName Displays the recipient s friendly name as it appears in the Lotus Notes address list If the name does not appear in the Lotus Notes address list the recipient s Internet e mail address appears Byline applies only to e mail connectors Custom Appears at the bottom of the message body The byline used depends on the format of the scanned document attachment Includes the specified byline for scanned documents whose format is PDF or TIFF Enable cpy file format byline Includes the standard eC
14. Settings tab liiis 82 TABLE 19 Services Scanner Settings tab liliis sss 85 TABLE 20 Canon ScanFront supported scanner settings 2l isle 86 TABEE 21 Services Tracing tab ies dertitbenfeeiru eet ee Eon nx BE uH URS 89 TABLE 22 Exchange Connection protocols 0 2 0 0 00 eee 93 TABLE 23 Wizard settings Exchange environment 0000 0c eee eee eee 96 TABLE 24 Exchange Properties Basic Settings tab iliis 98 TABLE 25 Exchange Properties Advanced Account Settings llis issu 99 TABLE 26 Exchange Properties General Settings tab liiis 101 TABLE 27 Exchange Properties Fax Format Settings liiis eee eee 102 TABLE 28 Exchange Properties Advanced Settings tab 2 0 00 000 0c e eee 103 viii Table of Contents TABLE 29 Lotus Notes Mail Properties Configure tab llis lessen 108 TABLE 30 Fax via Lotus Notes Properties Configure tab 0 00000200005 112 TABLE 31 Wizard settings SMTP using LDAP 0000 0c eee eee ee eee 114 TABLE 32 LDAP SMTP Properties Basic LDAP tab 0 000002 02 ce eee eee 118 TABLE 33 LDAP SMTP Properties Advanced LDAP tab 000000000000 120 TABLE 34 LDAP SMTP Properties SMTP Settings tab 0 isse 121 TABLE 35 LDAP SMTP Properties User Logon tab 0 0 000 00000 cee eee ee eee 122 TABLE 36 LDAP SMTP Properties Fax Format Settings llle 122 TABLE 37 Scan to eCopy Desktop Security for sc
15. ShareScan 5 eCopy running on a Canon ScanFront device liene eCopy ShareScan Installation and Setup Guide 7 rans TM The ShareScan Client is installed on a Canon ScanFront device It displays the user interface on the device s control panel and handles user input It passes all information including the raw scanned image file to the Services Manager for processing The ShareScan Services Manager resides on a network computer running Windows 2003 Server Windows 2008 Server Windows XP Professional Service Pack 3 or Microsoft Vista Business and Enterprise Service Pack 1 ShareScan does not require any special server hardware The Services Manager handles requests from the client returns user interface screens and preview images to the client and creates the master image file according to the selected options file type searchable text encryption etc It also manages all connected devices a single Services Manager can support multiple clients Apache Tomcat which provides the Web client resides on the PC running the ShareScan Services Manager It handles communications between the ScanFront device and the Services Manager It also keeps track of the hosted ScanFront devices manages scanner settings and initiates scanning on the ScanFront device The Connectors which reside on the same computer as the Services Managet provide connectivity to back end applications For example the eCopy Connector for Micros
16. and Feel Client version Domain 0 3 0 1 UNKNOWN Installed Devices 32 Quick Start Installing and setting up ShareScan Activating connector profiles This section describes the process of activating a connector profile on a device To access the Device Properties pane for a device 1 In the console tree select Devices 2 Select a device 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 Device Properties qae Selection Scanner Activate Connector Description No of Profiles C Exchange Microsoft Exchange Connector 2 C Fax via Exchange Fax via Microsoft Exchange Connector i L1 Fax via SMTP Fax via SMTP Connector 1 C LbAP SMTP LDAP SMTP Connector 1 C Quick Connect eCopy Connector For Quick Connect i CO Scan To Desktop ScanToDesktop Connector 1 1 L1 Scan To Printer eCopy Connector for Scan To Printer eCopy ShareScan Installation and Setup Guide 33 To activate a connector profile on the selected device 1 Select the Activate Connector check box for Exchange The Select Connector Profiles window opens If you have not saved a profile s settings the profile name appears in red Select Connector Profiles Connector name Exchange
17. 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 CentralShipping client1g address com When you are ready to send the document press Send After the connector sends the document the Document successfully sent screen appears 3 Select one of the post scanning options see Table 51 162 Reference Using eCopy Connectors TABLE 50 Client Send screen settings Field Option Applicable Description connectors To E mail The primary recipients Search Fax via Microsoft If the recipient is already in your address book or Exchange contacts Fax Exchange and Fax via Microsoft Exchange only you can use the Search while typing via SMTP option Depending on how the search is configured by your administrator search on the first or last name or the email address of the recipient When you select a recipient the fax number is displayed in the Fax Number field Number or Fax The recipient s fax number required Fax Number 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 CC E mail One or more recipients who are not the primary recipients First Name Fax via Lotus The recipient s first name optio
18. at runtime Selects a server in the LDAP MAPI or LDAP specified domain at runtime WEBDAV combination m Always use the following server in the Resource Forest Specifies is selected the name of the Global Catalog Server to be used at the device Enables you to connect m Base DN Defines a starting point for the Global Catalog Server between a resource search from the authentication window at the device When you forest and one or more select a base DN Distinguished Name the Search while typing account forests option searches the forest below the location of the Base DN The connector uses the credentials specified on the Basic Settings tab to log on to the specified Global Catalog Server Additional Account List table Enables you to add account forests to the list if you have more than Forests 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 the Account Forest and the Service Account m Locate Global Catalog Server at runtime Selects a server in the specified domain at runtime m Always use the following Global Catalog Server Specifies the name of the Global Catalog Server to be used at the device
19. be kept on an individual line The IP address should be placed in the first column followed by the corresponding host name The IP address and the host name should be separated by at least one space For example 102 54 94 97 rhino acme com source server 38 25 63 10 x acme com x client host 127 0 0 1 localhost 10 10 10 99 EnabledDevice eCopy ShareScan Installation and Setup Guide 175 Novell support On Novell networks ShareScan does not support direct communication between the Services Manager and eCopy enabled devices However when the Novell client is installed on the PC that is running the Services Manager some connectors Quick Connect Scan to eCopy Desktop and LDAP SMTP can use a back end Novell server for authentication and temporary file storage of scan inboxes Novell environment for eCopy enabled devices with embedded Clients Device 1 Services Manager PEN Device 2 a TCP IP Device 3 Novell server Novell client Y Other connectors Scan to eCopy Desktop Although Windows 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 m
20. for the administrative user account created by your network administrator If you select Windows Active Directory as the environment type you must also specify a domain If you select Novell eDirectory as the environment type you must also specify a tree Advanced Enables you to configure the Advanced Account Settings Test Validates the authentication information If validation is successful the user name turns blue If the user name remains red make sure that the account is a member of your designated ShareScan Administrator group ShareScan Administrator Group When the test is successful the Group field is populated with the list of 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 recommended Select this option if you upgraded from a version of ShareScan prior to version 4 2 or if you are running ShareScan 4 2 or 4 5 as well as prior versions of ShareScan in the same environment Multiple domain mode only if required Select this option only if you are running ShareScan 4 2 or 4 5 exclusively Novell environment Us
21. further information and setup instructions c Program Files eCopy ShareScanOP ShareScanOPManager Connectors LNotesMail PassThruDB The connector provides access to the Lotus Notes address book as well as to the local Internet address book When a user sends e mail from a personal Lotus Notes account a copy of the message is automatically delivered to the sender s Inbox folder Important You must install the Lotus Notes client before you can install the Lotus Notes e mail or fax connector The Lotus Notes e mail and fax connectors will not be available for installation unless the Lotus Notes client is installed on the computer running the Services Manager If the Lotus Notes client installation program prompts you to choose between the Multi User Install option and the Single User Install option make sure that you select the Single User Intall option 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 the network fax server for delivery as a fax ShareScan typically uses the login name specified in the Active ID file to access the Global Address List while sending messages from the user s personal Lotus Notes Mail account eCopy ShareScan Installation and Setup Guide 111 To configure the eCopy Connector for Fax via Lotus Notes properties 1 2 3 4 In the console t
22. in the field and then press ENTER a Click Load Keys select the text file containing the produt keys and then click Open The License Information tab displays the product key or keys that you entered eCopy ShareScan Installation and Setup Guide 15 Configuring and activating connector profiles After licensing a device you configure one or more profiles for each connector that you want to use and then activate the profiles on a device When you configure a connector profile you associate it with a button that appears on the main ShareScan Client screen When a user presses a button the connector uses the properties and services specified in the connector profile associated with the button For example the following screens illustrate the relationship between the Display properties for an Exchange connector profile and the Scan and Mail button on the Client screen ShareScan Place document in feeder ar Display Configure Local Address Book Main Window Image exchange 48 g Label Scan and Mail arad fie sam dete ms me sm FH me AL sem tette You can configure multiple profiles for each connector This section describes the basic process of configuring and activating a connector profile using the eCopy Connector for Microsoft Exchange as an example It does not provide any information about configuring a local address book which is a mote advanced function For detailed informati
23. m Use Account information specified on the Basic Settings tab or Specify Account settings see Table 24 Specifies the Service Account for the account forest Connection Protocol Current The connection protocol used by your environment see Table 22 The Protocol default is LDAP MAPI If you change the protocol the system will prompt you to re enter the user credentials on the Basic Settings tab The only settings that are preserved when you change protocols are the user name password domain and Exchange server a An Exchange Resource Forest runs Exchange and hosts mailboxes An Account Forest holds active users and groups EAA is useful if you want to manage multiple account forests from a central location 104 Reference Connector specific configuration information eCopy Connector for Microsoft Exchange Local Address Book Settings This Local Address Book tab enables you to configure the local address books that store Internet e mail addresses entered at the device addresses that are not in the Global Address List or in the Contacts folder For information about creating and configuring address books see page 75 When you select the Enable user to manually enter addresses when sending e mail option on the General Settings tab and you enable the Internet Address Book option on the Local Address Book tab the system automatically adds the addresses entered by a user at the device to the local address book eCopy ShareS
24. name sa log on to the server and password Password The password specified when you installed SQL Express Allow saving password Required for correct configuration of the address book on the server Select the database The address book that you want the connector to use Test Connection Tests the connection 80 Reference Common configuration information for connectors Configuring connector Services This section describes how to configure the connector Services that are common to multiple connectors m Document Settings see page 81 m Scanner Settings see page 85 m Tracing settings see page 89 Copying Services settings Each connector profile can have its own set of Services settings When the settings are similar between connector profiles you may want to copy them The Copy To button in the Services pane enables you to copy settings If you have configured only one profile for the selected connector the button is not available To copy Services settings 1 In the console tree select lt lt connector_name gt gt 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 connector profile 4 In the To list select the target profile In the Select Profile Settings area select each profile setting Document Settin
25. still be enabled eCopy ShareScan Installation and Setup Guide 85 Configuring Scanner Settings The Scanner Settings tab enables you to attach default scanner settings to a connector profile For example assume that a user always scans to Legal size paper with the scaling option set to 90 You can specify the settings in a profile so that the user at the device does not have to change them If the device does not support a setting that you specify in the profile the connector uses the device s default settings To configure the default Scanner Settings 1 In the console tree select lt connector_name gt gt Services and then click the Scanner Settings tab 2 Specify the default settings see Table 19 The list of scanner settings is a subset of the scanner settings that are available at the device 3 Click Save select or specify the profile name and then click Save TABLE 19 Services Scanner Settings tab Setting Description Enable Scanner Activates the scanner settings for the profile Settings 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 for this option Output 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 for this option
26. the fingerprint scanner click Cancel and re swipe your finger m If your password has changed the Fingerprint Registration Wizard will prompt you to enter the new password when you swipe your finger eCopy ShareScan Installation and Setup Guide 157 Using the on screen keyboard The sequence of some procedures depends on whether you are using a hard keyboard or the on screen keyboard for text input Notes Some devices running ShareScan Embedded software support a hard keyboard and the on screen keyboard For ScanFront devices ShareScan automatically detects the USB hard keyboard but not a PS 2 hard keyboard You do not have to specify which keyboard to use on the device If you are using a Canon ScanFront device eCopy recommends that you use a USB hard keyboard If the ShareScan for Canon ScanFront software detects a USB keyboard a keyboard icon will not appear to the right of fields that require text input The following list summarizes a few on screen keyboard functions e 7 Enables you to move between fields without pressing the OK button 5 When the Search while typing option is enabled displays a list of available values for the field p Enables the Search while typing option sc Accepts or cancels an operation Enables the Caps lock key On a device with an embedded Client the on screen keyboard appears when you press a button or field that requires text input 158 Reference Using eCopy Connectors Quic
27. the capture of trace information in a log file this information helps troubleshoot connector issues You typically do this only when working with Customer Support Tracing will slow down overall system performance To configure the Tracing settings 1 In the console tree select lt connector_name gt gt Services and then select the Tracing tab 2 Specify the default settings see Table 21 3 Click Save select or specify the profile name and then click Save TABLE 21 Services Tracing tab Section Field Name Description Enable Tracing On Off Enables or disables tracing File Daily Creates a new log file each day Unlimited file size Adds all log entries to a single file When file size reaches Creates a new file when the file size reaches the specified limit Rolling filenames If Tracing is configured for the automatic creation of new files appends a numeric identifier to ensure uniqueness of file names Log file Location Specifies the folder where log files will be stored eCopy ShareScan Installation and Setup Guide 91 Reference Connector specific configuration information This section provides information about configuring settings specific to each connector For information about configuring the properties and operations that are common to multiple connectors see page 63 For information about configuring connector Services that are common to multiple connectors s
28. the menu eCopy ShareScan Installation and Setup Guide 3 Customer support services Customer Support services include the following components m Customer support for licensing registration and other non technical issues m Technical support eCopy does not provide hardware repair and RMA Return Merchandise Authorization services for this product Contact your dealer distributor or system integrator for more information eCopy provided services are available to registered users of eCopy software during the warranty period or for the duration of your software maintenance and support agreement Contact your supplier for details As described in the maintenance and support agreement your dealer or distributor will provide you with Level 1 support Help line telephone or other assistance for operating the covered products during the hours established by your dealer or distributor If you require technical support after your dealer or distributor has provided Level 1 support the dealer or distributor will escalate the support issue to eCopy for resolution and will manage all related communications with you In addition to support provided by your dealer or distributor the Ask eCopy online resource www askecopy com provides 24x7 access to a knowledge base that includes Frequently Asked Questions FAQs product service packs product support matrices product information and other information Contact information US North America
29. txt file The Inbox Agent uses the userdirs txt file to provide eCopy Desktop with the path information that eCopy Desktop needs to connect to scan inboxes or network home directories see page 138 Before you can use the Scan to eCopy Desktop Connector you must configure the Inbox root directory see page 130 The connector automatically assigns specific file and folder permissions to ensure inbox security see Table 39 or see Table 40 depending on your network environment TABLE 39 Inbox root directory permissions Windows File or folder Role Permissions Inbox root Administrators Full control applied automatically directory gt lt groupname gt Full control applied automatically your designated ShareScan Administrator group Everyone Read List folder applied automatically userdirs txt Administrators Full control applied automatically lt groupname gt Full control applied automatically your designated ShareScan Administrator group Everyone Read applied automatically eCopy ShareScan Installation and Setup Guide 129 TABLE 40 Inbox root directory permissions Novell NetWare NDS File or folder Role Permissions Inbox root directory gt Admin Full control Domain Admins not used in workgroups Full control applied automatically lt groupname gt Full control your designated ShareScan Administrator group Everyone File
30. you select the Prevent addition of devices option Repeat step 4 until you have added the addresses of all the Services Managers to which you want to grant access Those Service Managers will have the right to add or acquire devices managed by this Services Manager Click OK To remove access rights from a Services Manager 1 In the console tree select the name of the Services Manager and then click the Display Security Options button on the console toolbar The Security Options window opens In the Manager IP addresses list select the addresses and then click Remove Click OK The system prompts you to confirm that you want to remove the selected IP addresses Click OK eCopy ShareScan Installation and Setup Guide 39 Configuring system properties You can specify system properties that apply to all devices connected to the selected Services Manager The System Properties pane contains tabs that enable you to specify general and advanced properties keyboard settings Session Logon settings and tracing information Configuring general system properties The General tab displays version language and operating system information It also specifies the TCP IP port used for communication between the Services Manager and eCopy enabled devices To view general system properties 1 In the console tree select System Information gt Properties and then select the General tab 2 Review the product information Configuri
31. 0 Click Save select the profile name and then click Save eCopy ShareScan Installation and Setup Guide 113 eCopy Connector for SMTP using LDAP The eCopy Connector for SMTP using LDAP enables users to send scanned documents from an eCopy enabled device as e mail attachments using an SMTP server on the network When a user sends e mail from a personal SMTP account the system prompts users to log on to validate their identity The Global Address List is provided by an LDAP server eCopy recommends that you use the Wizard to initially configure a connector profile To configure the eCopy Connector for SMTP using LDAP properties 1 Inthe console tree select LDAP SMTP gt Properties Select the Display tab and then specify the settings see Table 9 Select the Configure tab The Configure tab displays a summary of the settings that you specify using the Wizard or using the Properties window Use the Wizard to specify the basic connector settings see Table 31 Note Use the Properties button on the Configure tab only if you need to make custom modifications after the initial configuration 4 Select the Local Address Books tab and then specify the settings see Table 15 and see Table 16 Note Thistab allows you to reate configure and enable an Internet address book All the fields are documented in the referenced tables 5 Select the Content tab and then specify the settings see Table 10 Select the Express tab and
32. 128 usets list of 128 V vatiables in subject lines and notes e mail and fax connectors 65 VLANs 166 173 Ww WEBDAV WEBDAV protocol configuration Exchange 93 Windows Active Directory 43 114 displaying groups in list of recipients 116 119 domain based networks and 173 logging on via Windows logon 117 122 mismatch between user names and mailbox names 100 Windows Firewall settings 169 workgroups multiple support for 173 worksheets 165 for eCopy enabled devices 170 for firewalls and switches 171 for network infrastructure 173 for Services Manager PC 168 X Xeon class machines 167 Y YTR files searchable text creation and 40 183
33. 6 tracing information captured in 89 look and feel of Client 155 Lotus Notes Address Book 108 112 client installation 10 107 ID file See Active ID file Lotus Notes Mail Connector 107 configuring 107 format of e mail address in messages 66 M magnifying scanned documents 160 Mail Account settings 121 Mail Send Port 108 112 MAPI MAPI protocol configuration Exchange 93 memory and Services Manager PC 167 message settings e mail and fax connectors 65 Microsoft Active Directory See Windows Active Directory Client for NetWare Networks 175 Management Console MMC snap in 7 Outlook configuration requirements 93 Microsoft Exchange Connector 92 basic Properties settings for 98 configuring 94 Properties window 97 Wizard settings 96 Multicast UDP See UDP multiple forests environment Exchange 96 N naming file name and index fields 71 Netscape LDAP Server 114 NetWare client 175 network attached storage NAS devices 166 network environment 166 network home directories 127 notes e mail and fax connectors configuring 65 in e mail messages 67 specifying 161 Novell client 168 Directory Services 43 eDirectory 114 support for 175 NTES drive format 167 Numeric field type 72 0 OCR engine 40 82 on screen keyboard See keyboard Open LDAP Server 114 opening multicast UDP ports 166 ports 169 171 Output Paper Size setting 85 P P4 class machines 167 password for encryption 40 82 for LDAP server account 118
34. Add or Remove Programs 2 Select eCopy ShareScan and then click Change The Wizard s Welcome window opens 3 Click Next The Program Maintenance window opens 4 Click Modify and then click Next The Connector Selection window opens 5 Select the connectors that you want to install and then click Next 6 Click Install and then follow the instructions To remove a connector supplied on the ShareScan CD In Control Panel select Add or Remove Programs 2 Select eCopy ShareScan and then click Change The Wizard s Welcome window opens 3 Click Next The Program Maintenance window opens 4 Click Modify and then click Next The Connector Selection window opens 5 Select the connectors that you want to remove and then follow the instructions eCopy ShareScan Installation and Setup Guide 59 To install an eCopy Connector from a separate CD If you are installing any connector other than those supplied on the ShareScan CD run the setup program and follow the instructions The setup program installs the software and registers it on the Services Manager The connector then appears in the console tree To remove an eCopy Connector supplied on a separate CD or by download 1 Run the connector s installation program and then select 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 b
35. C Port Search while typing General Settings Send from Personal Add to Sent Folder Cc recipients Search Global Address List Search Outlook Contacte M eCopy ShareScan Installation and Setup Guide 19 2 Click Properties The Exchange Properties window opens 3 Select the Basic Settings tab Exchange Properties Basic Settings General Settings Advanced Settings ShareScan User User name Password Domain Test Advanced Click to test credentials Search Search while typing 4 Enter the ShareScan User information and then click Test 20 Quick Start Installing and setting up ShareScan 5 When the Test successful message appears select the General Settings tab Exchange Properties Basic Settings General Settings Advanced Settings Sender Settings Send from personal account Add messages to Sent Items folder Recipient Settings Allow user to select recipients v Allow user to add recipients to Cc list O Send to self Search Global Address List Search Outlook Contacts v Enable user to manually enter addresses when sending e mail Message Options Importance Delivery Receipt Low Never Sensitivity Read Receipt Normal Never To configure the profile to enable users to send scanned documents as e mail attachments from their personal Microsoft Exchange account select the Send from person
36. For each option specify the default settings that you want available to the user at the device If you want to allow the user to change the default setting for an option select the User modify check box Click Save to save changes to the profile To configure the Scanner Settings service 1 2 3 Select the Scanner Settings tab Select the Enable Scanner Settings check box For each option specify the default settings that you want this connector profile to use You can create additional profiles for the same connector that use different scanner settings at the same device The list of scanner settings is a subset of the scanner settings that ate available at the device Services available for Exchange Document Settings Scanner Settings Tracing Enable Scanner Settings Input Paper Size Use Default Output Paper Size Use Default Scaling 20 100 100 Resolution Use Default Two Sided Use Default Color Depth Pixel Use Default 4 Click Save to save changes to the profile 26 Quick Start Installing and setting up ShareScan Setting up the Canon ScanFront device Setting up this device involves specifying a password for the device and then associating the device with the PC running the ShareScan Services Manager which is called the ShareScan Host To set up the device 1 8 Power on the device The calibration screen appears Follow the on screen instructions to calibrate the device
37. PS Send to self Disables the list of recipients and sends the scanned documents only to the logged on user You can use the FILENAME name variable on the Subject or Notes line to distinguish among scanned documents Enable user to Cc recipients when sending mail Enables the user at the device to send a copy of a message to one or more recipients who are not the primary recipients eCopy ShareScan Installation and Setup Guide 109 To configure eCopy Connector for Lotus Notes Mail services 1 In the console tree select Lotus Notes Mail gt Services The Services pane appears Configure the connector services see page 80 Click Save select the profile name and then click Save 110 Reference Connector specific configuration information eCopy Connector for Fax via Lotus Notes The eCopy Connector for Fax via Lotus Notes enables users to scan and fax documents from an eCopy enabled device through an e mail to fax gateway on the Lotus Notes server To use this connector you must have a network fax server and the appropriate Lotus Notes server plug in The scanned document along with sender and recipient information is sent to the Lotus Notes server using the local Lotus Notes client Before faxes can be sent from a personal Lotus Notes account you must configure the eCopyMail pass through database on a Domino HTTP servet Refer to the technical documentation in the following directory for
38. RAPYGopENGUeRn a Go eT Nur ET 80 Configuring Document Settings llis 81 Configuring Scanner Settings 0 0 0 0 00ers 85 ScanFront scanner settings 0 ccc hh 86 Configuring Tracing settings us erai ee ed A ae epee oe ee Pa eee 89 Reference Connector specific configuration information 91 eCopy Connector for Microsoft Exchange 6 eee ne 92 About Exchange Environment connection protocols 0 000220 e eee eee 92 Exchange Connectors Wizard Settings 0 02 e cee es 96 Exchange Connectors Properties Settings 0 0 00 ccc eee eee 97 eCopy Connector for Microsoft Exchange Local Address Book Settings 104 eCopy Connector for Fax via Microsoft Exchange ow eee 105 eCopy Connector for Lotus Notes Mail 0 0 0 0 000 c eee 107 eCopy Connector for Fax via Lotus Notes 110 eCopy Connector for SMTP using LDAP 6 2 e 113 SMTP using LDAP connector Wizard settings sess 114 eCopy Connector for SMTP using LDAP Properties nnana iliis isses 118 eCopy Connector for Fax via SMTP we s 123 Scan toca Copy Desktop hircus bata ae cur cata aah sentra eot cafu ie Fera quoqae sedent 125 About eCopy Desktop scan inboxes and home directories 0 00 cee eee 126 About the Inbox root directory 66 le 128 Preconfiguring Scan to eCopy Desktop 6 sse 130 Configuring Scan to eCopy Desktop eee 131 About the Inbox Agent iisslisssssesesse 138 Scan te PHntet sodes hu euet si
39. Section Field Description Search Base DN The DN of the base or root of the directory in which to search This varies depending on the server you are using and the portion of the directory you wish to search Examples of potential base DNs are m DC ecopy m CN users m DC ecopy DC com m OQU marketing DC ecopy If you leave this field blank the connector uses DC and tries to obtain the directory root from the LDAP server automatically Search scope Select a search level m All levels below search starting point Allows expanded searching m One level below search starting point Optimizes LDAP queries and improves performance Sender Search The search criterion that the server uses to find the sender m First Name m Last Name m Common Name m 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 m Common Name m First Name m Last Name m 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 that you retain the default setting Common Name If you select any other search criterion users who want to send documents t
40. Select Profiles O default Display Name Scan and Mail C exchange express Scan and Mail Configured NO YES Cancel 34 Quick Start Installing and setting up ShareScan Select a configured profile such as exchange express Click OK The No of Profiles column indicates that you have activated one connector profile 4 In the Device Properties pane click Save to save changes to the profile At the device the touch screen will display a button for each active connector profile ShareScan nent in feeder and lt S Bil Paper Size Letter Sided Ey Color Deptt FE eCopy ShareScan Installation and Setup Guide 35 Reference Configuring the system When you install ShareScan the Administration console an MMC Microsoft Management Console snap in is installed along with the Services Manager and any selected eCopy connectors You use the Administration console to manage Services Managers connectors and eCopy enabled devices The Services Manager supports multiple devices running ShareScan Embedded software The Administration console automatically detects the Services Managers on your network and lets you select the one that you want to use In this chapter Starting stopping and restarting the Services Manager 06 36 Setting security options for a Services Manager 0 e 37 Configuring system properties arsa nea e hee 39 Licensine devices ic oce nea RIA a oth re
41. T 1n1n8g Rf annn 3 Inthe list select the Services Manager that you want to use a Ifthe Services Manager that you want to use is not listed click Discover to refresh the list a 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 eCopy ShareScan Installation and Setup Guide 13 4 Click OK The Administration console opens iri eCopy ShareScan Administration File Action View Help 10 10 14 2 e ARRARAS spp 4 eCopy EN En A TechWriterO1 10 10 14 217 pechwriterat tem Information 14 Quick Start Installing and setting up ShareScan To add the product key to the local license database 1 In the console tree select System Information and then select Licensing Ta eCopy ShareScan Administration eCopy erescen Wi Tectiwrnerdi 10 10 14 Detabere Locator CProgiam Fles Copy Shares can Shue Sean Panag EnC op Oever icense lb Licensing License Information flegiitrston Product Key Key Type Sta HodName Devos b ENTER PRODUCT KEY gt ShareScan Licensing Note If you received your keys in electronic form you may want to copy and paste them from a text file TXT 2 Use any of the following methods a Click New Key enter the key manually or by pasting a copied key and then click OK a Click ENTER PRODUCT KEY to make the edit field active enter the product key
42. V Th dee Vae Ww IR rect 45 Monitotrine scanning activity ceeoveler qe ym WE ree EE a BE HEURE IUE RES 51 Reporting scanning activity tenet sce tede ree eee oet p edem ee ales 52 Backing up and sharing configuration files iilis 53 Remote adtninisttatiOoD z 4 e er ed ES emi ce UE I dus 55 36 Reference Configuring the system Starting stopping and restarting the Services Manager The Services Manager runs as a Windows service You start or stop and restart the Services Manager from the Administration console To start stop or restart a Services Manager To start stop or restart a Services Manager use either of the following methods m Inthe 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 m Inthe console tree select the name of the Services Manager and then click the appropriate button on the console toolbar e gt ABRAS vGre Start Stop Restart Note Restarting a Services Manager also restarts the Canon ScanFront device eCopy ShareScan Installation and Setup Guide 37 Setting security options for a Services Manager 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 In a ShareScan Embedded environment you might want to set the s
43. a user and then click Add The system adds the user to the user 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 a Select the Services Manager and then click the Displays user list for remote access icon on the Administration console toolbar g 9 A amp 5535s Gez Right click the Services Manager and then click Display user list The Select Users window opens The list box displays the users who have been granted remote access 2 Select the uset you want to remove from the list 3 Click Remove eCopy ShareScan Installation and Setup Guide 57 Reference Common configuration information for connectors An eCopy ShareScan system can use the following types of connectors m eCopy Connectors that are included with the ShareScan product such as mail and fax connectors for Microsoft Exchange Lotus Notes and SMTP using LDAP m The following connectors are also available for download or purchase depending on your version of ShareScan Quick Connect Captaris RightFax Microsoft SharePoint Livelink ECM Interwoven WorkSite OpenText Livelink ECM eDOCs DM EMC Documentum and Canon imageWARE m Third party connectors developed using the ShareScan Software Development Kit SDK You configure connectors by creating connector prof
44. acing srei ker Der a Rep Ra CE hrs 44 Licensingrdevices fet dele es the eve beu ebbe tier Pede EAE 45 Adding product keys onanan hs 46 Deleting Product Keys ueoeontiqui beers Erb SUL Be hoe eb 47 Adding a device with an embedded Client 0 naaa 48 Activating licenses a sos cet Re V ade tau VES I de mu I di se IRI 49 Generating a license report iiiiislssslsl s 50 iv Table of Contents Monitoring scanning activity sees 51 Reporting scanning activity sisse hh hh hh 52 Backing up and sharing configuration files eee 53 Remote administration isses 55 Reference Common configuration information for CONNCCIOIS urere uc ER aee vu VE Rod ur pedi eee 57 Installing and removing connectors iissssslsse es 58 Configuring connector profiles 2 2 0 tte 60 Configuring and updating connector profiles lessen 60 Activating connector profiles 2 0 0 0 0c ccc tees 61 Configuring common Properties settings 6 ee eens 63 Configuring the Display properties 2 2 2 III 64 Configuring the Content properties n liliis es 65 Configuring the Express properties 67 Configuring the Search while typing option 70 Configuring file name and index fields 2 sees 71 Configuring the fax address format eee 73 Configuring support for local address books ww wee 75 Configuring connector Services sasaaa asasaran 80 COPYING Services settings usu srat penr E R
45. al account option a Ifyou do not want to configure the profile to enable users to send scanned documents as e mail attachments from their personal Microsoft Exchange account clear the Send from personal account option The connector will send the scanned documents from the ShareScan User Account To configure the profile to enable users to send scanned documents only to the logged on uset select the Send to self option The Send screen will not appear on the Client screen at the device 6 When you have specified the basic and general settings click OK The Settings Summary displays the current settings 7 Click Save to save changes to the profile eCopy ShareScan Installation and Setup Guide 21 To configure the Content properties 1 Select the Content tab 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 Exchange Properties Display 1 Configure Local Address Book Content Express Subjects v d Scanned document from USER_NAME USER_NAME has sent you a scanned document File Name FILENAME Please review the attached scanned document from USER_NAME Move Up Move Down Jt Add Edit Delete Byline Cl Custom Enable cpy file Format byline 2 To specify the default subject that will be available to the user at the device select it in the Subject
46. ame Adds a unique number to the file name for example filename 1 filename 2 The scanned document is saved to the location using a unique file name and the existing document is not overwritten Folder Location Path to the Destination information for the scanned documents For an FTP folder folder Click the Browse button and then select a folder you must enter and test the Enable Enables users to select a subfolder at the device authentication subfolder information before navigation you select a folder f lotion Maximum The number of folder levels down that users may navigate folder levels eCopy ShareScan Installation and Setup Guide 135 TABLE 43 Scan to eCopy Desktop Destination settings continued Section Field Description Authentication Authenticate The options are User m None Sends scanned documents to the destination without requiring user authentication The Services Manager requires write access to the destination The FTP server must be configured to allow anonymous login to work with this option m Logon as Sends scanned documents to the destination using he specified authentication information the user does not need o enter authentication 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 m Runtime The user at the device must log on to the destination b
47. an inboxes 2 202005 126 TABLE 38 Sample scan inbox locations iliis ses 127 TABLE 39 Inbox root directory permissions Windows iles 128 TABLE 40 Inbox root directory permissions Novell NetWare NDS 0 129 TABLE 41 Scan to eCopy Desktop Properties Environment settings 132 TABLE 42 Scan to eCopy Desktop Properties General settings 2 05 133 TABLE 43 Scan to eCopy Desktop Destination settings 0 0000 000 e 134 TABLE 44 Scan to eCopy Desktop Advanced Account settings 136 TABLE 45 Scan to Printer Properties Configure tab 00000002 iss 140 TABLE 46 Devices Activity Logging tab saaana 148 TABLE 47 Activity Logging Basic and Extended Fields 0 0200000005 149 TABLE 48 Devices Document Tracking folder settings 0002000000022 e eee 152 TABLE 49 Devices ID Service Settings 00 0c eee 154 TABLE 50 Client Send screen settings liliis 162 TABLE 51 Client Post scanning options 0 0000 eee 163 TABLE 52 Hardware configuration guidelines liliis eee ee 167 TABLE 53 Services Manager PC worksheet 0 2 0 0 0000 ccc cee tee eee 168 TABLE 54 Device Worksheet dc ees vEDDULELTST feu eee eee pe Rr ei 170 TABLE 55 Firewall and switch worksheet iississslssle sese 171 TABLE 56 Network infrastructure worksheet eee ee
48. at and the ScanFront device when sending scanned documents from the ScanFront device to Apache Tomcat Port 8082 is used to transfer the processed document from Scan to eCopy Desktop to a USB drive plugged into the ScanFront device Item Description Firewall or Example other device Manufacturer Cisco Model Location 2 C22 80 8080 443 Ports 80 and 8080 and 443 if you use HTTPS must be Open 8081 8082 open for communication between Apache Tomcat the 172 Reference Installation environment TABLE 55 Firewall and switch worksheet continued Item Description Firewall or Example other device 9030 9100 Must be open for communication between the Services Open Manager and eCopy enabled devices You can open the required ports between specific devices 8899 99880n Optional for encrypted UDP communication between the Open multicast IP Services Manager and eCopy enabled devices address 239 254 5 6 8888 9999 0n Required if you are using the eCopy Inbox Agent with Open multicast IP Scan to eCopy Desktop address Optional for unencrypted UDP communication between 239 254 5 6 eCopy Inbox Agent Services Manager and eCopy Desktop Clients 9200 9250 Used internally on PCs where the Services Manager is Default running No special configuration is required 9010 9101 Used for communication between the Administration console and the eCopy Agent service 7125 Used internally on PCs where the S
49. at the device Note eCopy recommends that you select First Name Last Name or User ID However if you choose Common Name eCopy recommends that you select a base DN to improve the search performance of this option Base DN Defines a starting point for the Global Catalog Server search that takes place from the authentication window at the device When you select a base DN Distinguished 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 select a Base DN in the Novell forest Only users within the DN can authenticate however documents can be sent to any user in the forest If this field is left blank the search includes the entire forest Examples of potential base DNs are m DC ecopy m CN users m DC ecopy DCzcom m OU marketing DC ecopy 138 Reference Connector specific configuration information To configure Scan to eCopy Desktop Connector services 1 In the console tree select Scan to Desktop gt Services 2 Configure the connector services see page 80 3 Click Save select the profile name and then click Save About the Inbox Agent The eCopy Inbox Agent is a Windows service that is installed with the Services Manager It uses the userdirs txt file to provide eCopy Desktop with the path information that eCopy Desktop needs to connect to scan inboxes or network home directories eCo
50. at you use static IP addresses Workgroups You must use static IP addresses Gateway address Leave blank unless required by other blank applications Primary DNS server Domain based networks Not required 10 10 10 10 However if you do not specify a DNS server the Services Manager PC must have a static IP address Workgroups Leave this field blank Secondary DNS server Leave blank lt blank gt Host name A unique name for the device that must not eCopyClient1 B32 exceed 60 characters Domain name Enter a name if applicable ecopy Firewall and switch worksheet eCopy ShareScan Installation and Setup Guide 171 Certain TCP ports must be open for communication between the devices on the network You can open the required ports on switches routers or firewalls between specific devices you do not need to open a required port to a devices on the network 9100 is the main port used for communication between the Services Manager and an eCopy enabled device You can change the port number through the Administration console If you change the port number make the appropriate changes to your device settings Copy and complete the worksheet for each router switch firewall or multi homed PC that could affect communication TABLE 55 Firewall and switch worksheet Web client and the ScanFront device Port 8081 must be open for communication between Apache Tomc
51. c search for address list entries 70 B backing up configuration files 53 base DN 43 119 Batching option 84 blank page removal 83 blocking access to devices 37 bylines in e mail connectors 66 C Cc recipients of scanned documents 67 101 108 121 child domains 173 class LDAP 120 Client look and feel of 155 Client for Microsoft Networks 168 Client embedded 7 installing 9 Client ScanStation 7 installing 9 Color Compression setting 40 Color Depth setting 85 Common name attribute LDAP 120 common Properties settings 63 See also connector profiles configuration files 53 See also Services Manager connecting to SMTP server without authenticating 121 178 Index connection protocols used by Microsoft Exchange Connector See protocols used by Microsoft Exchange Connector connector profiles 15 60 activating 15 61 address books and 79 common Properties settings 63 configuring 15 60 inheritance of 144 updating 60 using 155 connectors 7 button image and label settings 64 installing 9 installing and removing 58 quick reference to using 158 refreshing list of 58 Services for configuring 80 types of 57 Contacts folder accessing addresses in 102 Content settings 65 Copitrak cost recovery system activity tracking and 146 Cost Recovery Service 146 cover pages attaching 68 106 123 CSV format for address lists 78 custom LDAP attributes 120 customer support 3 D data link properties address books 79 databa
52. can Installation and Setup Guide 105 eCopy Connector for Fax via Microsoft Exchange The eCopy Connector for Fax via Microsoft Exchange enables users to scan and fax documents from an eCopy enabled device through an e mail to fax gateway on the Microsoft Exchange server To use this connector you must have a network fax server and the appropriate Exchange server plug in 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 the network fax server for delivery as a fax While ShareScan always uses the ShareScan User account information to log on to the Exchange server and retrieve the Global Address 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 Note The eCopy Connector for Fax via Microsoft Exchange and the eCopy Connector for Microsoft Exchange have many common functions and settings Where common information exists cross references in this section are to the relevant section of the eCopy Connector for Microsoft Exchange documentation About Exchange Environment connection protocols The eCopy Connector for Fax via Microsoft
53. canned image file already exists Specifies the action for the connector to take if the recipient s scan inbox already contains a scanned document with the same file name m Overwrite always Replaces an existing scanned document with the one the connector is currently saving m Return error Displays an error message prompting the user at the device to change the file name m Create unique file name Adds a unique number to the file name for example filename 1 filename 2 The scanned document is saved to the location using a unique file name and the existing document is not overwritten 134 Reference Connector specific configuration information Destination settings Scan to eCopy Desktop enables you to scan to the following destination types m Windows Folder m Novell Folder m FTP Folder m USB Flash Drive For each type of folder except for the USB Flash Drive you must supply the folder location and authentication settings TABLE 43 Scan to eCopy Desktop Destination settings Section Field Description If scanned image file already exists Specifies the action for the connector to take if the recipient s scan inbox already contains a scanned document with the same file name m Overwrite always Replaces an existing scanned document with the one the connector is currently saving m Return error Displays an error message prompting the user at the device to change the file name m Create unique file n
54. ce 26 ShareScan Administrator group 126 ShareScan Embedded See also ScanStation ShareScan Host Address 26 ShareScan User account 98 108 112 ShareScan installing 9 sharing configuration files 53 single forest environment Exchange 96 size of file name or index fields 71 SMTP server 121 e mail to fax gateway 123 logon settings 121 settings 116 SMTP using LDAP Connector 113 advanced LDAP attributes 120 basic LDAP settings 119 configuring 113 Properties window 118 SMTP server settings 121 user logon settings 122 Wizard settings 114 SNMP 48 166 soft keyboard See keyboard SQL Express installing 76 SQL Server 79 SSL 118 SSL HTTPS using 108 112 starting Services Manager 36 static IP addresses 166 stopping Services Manager 36 subject lines e mail and fax connectors 67 68 configuring 65 specifying 161 support customer 3 system properties configuring 39 See also Services Manager system tracing configuring 44 See also Services Manager T TCP ports See ports technical support 3 threshold setting 84 TIF formats 82 time format selecting 72 Tracing settings configuring 89 trace file 44 tracking See Activity Tracking transaction information 44 troubleshooting 44 two sided scanning 85 type of file name or index field specifying 71 U UDP 48 166 ports 171 used to connect to scan inboxes 138 used to detect embedded devices 48 uset DN 118 ID LDAP 120 User Logon Settings 117 userdirs txt file
55. ce and specify the settings see Table 49 Click Save The ID Service settings are saved for the selected device 154 Reference Managing eCopy enabled devices 6 Verify that Session Logon is configured correctly a In the console tree select System Information gt Properties Select the Session Logon tab Depending on the requirements of your identification device enable or disable the Enable Session Logon option TABLE 49 Devices ID Service Settings Section Field Name Description ID Services Enable Enables all functions on the ID Services tab Port The port number must match the TCP port configured for the identification device The default port is 9425 Enable Tracing Writes ID Service transaction information to a trace file to help with troubleshooting You typically only do this when you are working with Customer Support Enabling tracing slows down overall system performance Encryption Type Enables encryption for your ID Service if appropriate m None Passes credentials to ShareScan without encryption m 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 encryption key on the device where the Services Mana
56. cense 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 48 Reference Configuring the system Adding a device with an embedded Client An embedded device is a device running ShareScan Embedded software You can manage multiple devices with embedded Clients from the Administration console Each device is associated with a Services Manager New devices from the same manufacturer inherit their initial settings from the default device To add a device with an embedded Client 1 2 Make sure the ShareScan Client is installed and running on the device In the console tree select System Information gt Licensing and then verify that you have an available product key of the appropriate type see page 46 In the console tree right click Devices and then click Add a new device The Services Manager can detect devices using Multicast UDP While UDP is generally faster it may not work in certain network environments see page 166 a Select the device or devices that you want to license and then click OK If the device is configured for use with another Services Manager the system displays a notification message If acquisition of the device has been disabled using the Se
57. ces Managers select a shared folder that the other Services Managers can access 5 Click Export ShareScan creates a time stamped subdirectory within the target folder and copies the specified files from the Data and Images folders associated with each selected connector including the System connector 6 When the copying is complete click Done 54 Reference Configuring the system To import files 1 To access the utility use either of the following methods a Select the Services Manager and then click the Export or Import Profiles icon on the Administration console toolbar B Ala av eae a Right click the Services Manager and then select Export Import Utility The Export Import Utility window opens Click Import configuration 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 Select the folder containing the files you want to use Click Import Click Yes to shut down the Services Manager while the files are imported ShareScan will restart the Services Manager when the import is complete Click Done eCopy ShareScan Installation and Setup Guide 55 Remote administration When the Services Manager the Administration console and all available connectors are installed on a network computer for example in an information technology IT department you can perform the following tas
58. cryption on a formats document by document basis only Off Document encryption will not be available for use with the profile User The user can override the default setting modify Document Sets document passwords and permissions see the Document Security Settings Security topic in the Connector help Searchable On Processes all scanned documents using the OCR engine and embeds searchable Text text in the file for PDF If you also select the User modify option the user can choose whether to make PDF A and the document text searchable on a document by document basis eCopy file formats Off Searchable text will not be available for use with the profile only User The user can override the default setting modify File Format TIF Fax Specifies the default format TIF Fax supports Group3 2D 1 bit TIF supports TIF Group4 2D 1 bit GrayScale 8 bit and Color 24 bit PDF If you select a TIF option you must disable the Searchable Text and Encryption PDF A options they are not compatible with the TIF format eCopy Color pages that are scanned using the PDF or eCopy format are automatically compressed User The user can override the default setting modify eCopy ShareScan Installation and Setup Guide 83 TABLE 18 Services Document Settings tab continued Option Setting Description Document Default The default naming format for the scanned documents Name DeviceName ConnectorID DateTime ex
59. curity 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 37 If access is allowed click Yes to transfer ownership to the current Services Manager An X will appear next to the device name in the original Services Manager s device list The original Services Manager can re acquire the device only by right clicking the device name and then clicking Re acquire device this is because the device no longer appears in the device list If prompted click Activate Now to activate your license immediately recommended or click Activate Later to activate your license later see page 49 eCopy ShareScan Installation and Setup Guide 49 Activating licenses When you assign a product key to a device you can activate the device s license immediately recommended or you can activate it later You have 30 days in which to activate the license Internet activation is fast and easy Important As soon as you activate your licenses generate a license report see page 50 To obtain a license code manually 1 If you do not have an Internet connection use the Report button on the License Information tab to generate a text file containing your product key information 2 Print the report file From any computer with an Internet connection go to https activation ecopy biz and obtain a license code f
60. d by the target connector eCopy ShareScan Installation and Setup Guide 165 Reference Installation environment eCopy ShareScan is a client server based application that is designed to work with a wide range of scanning devices This section describes the hardware software 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 m Networkenvironmento s sies ee ewe Ree Se ee ee ea ie a 166 m Hardware configuration guidelines 0 0 eee 167 m Services Manager PC worksheet orses cessisse e 168 m Deyice worksheet oco etes ere et edocet ped eua oven aet a Ce din 170 m Firewall and switch worksheet sees 171 m Network infrastructure worksheet isses 173 m DNS consid rations ico e ad wee en Vi que ep e a ea TR RR d 174 n Novell Support cere rote ee Hp Re ae tat eere c rael 174 166 Reference Installation environment Network environment ShareScan uses TCP ports for communication between the Client and the server application on the PC running the Services Manager Several ports must be available not blocked in order to enable this communication see page 171 Internal network traffic between the client and server is minimal You can use multicast UDP to automatically discover and connect to other Services Managers
61. e eCopy John Smith Software Engineer eCopy title is an LDAP attribute that belongs to the Person class a This tab enables you to customize your queries to the LDAP database and choose the LDAP attributes to query eCopy ShareScan Installation and Setup Guide 121 TABLE 34 LDAP SMTP Properties SMTP Settings tab Section Field Button Description SMTP Server Server The IP address or DNS name of the SMTP server to use for outgoing messages If the server supports anonymous access it must be disabled if you want to use SMTP authentication Port The SMTP port number default is 25 Mail Account Allow user to Enables the user at the device to select recipients for the scanned For Mail via select recipients documents SMTP using m Allow user to add recipients to Cc list Enables the user at the LDAP only device to send a copy of a message to one or more recipients who are not the primary recipients m Send copy to Sender Automatically 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 None Use if the SMTP server does not require authentication Logon Available only if Use Sender s User Uses the sender s LDAP authentication information to connect to the SMTP Basic ID LDAP SMTP server Authentication is enabled on the server Note If Session L
62. e you can administer the ScanFront device from any Web browser or from the Web browser accessed from the Manage node in the ShareScan Administration console To manage the ScanFront device remotely 1 Access a Web browser using either of the following methods Open any Web browser and then enter the IP address of the Canon ScanFront device using the following format http deviceIP a Inthe ShareScan Administration console select Devices gt Manage A Web browser opens in the right pane 2 Inthe upper right corner select the language that you want to use English French Italian German or Spanish Note While the ShareScan Administration console enables you to select languages in addition to French Italian German and Spanish for the hard keyboard and the on screen keyboard the Web administration component only supports French Italian German and Spanish In addition the Web administration component does not support auto completion or special keys 3 Enter the administrator s password and then select Login The Web administration page appears 4 Update the configuration settings see Table 1 TABLE 1 Remote administration functions Configuration tool Description Password Enables you to modify the administrator s password After modifying the password select Save Network Enables you to update the device s network settings which are used to connect the device to a network After modifying the n
63. e 4 5 icciaie dana ee nen RR Rr ek bee aga a a 144 m Specifying default scanner settings cies 145 m Configuring Activity Tracking ciis n 146 m Configuring the Document Tracking function 0 0 cece eese 151 m Configuring the ID Services function 6 eee een ens 153 144 Reference Managing eCopy enabled devices Specifying a default device You can specify a default device from which new devices inherit their initial configuration of connector profiles For example if the default device is configured to use the Exchange and Scan to Printer connectors new devices are automatically configured to use the same connectors Note Devices can only inherit connector profiles from a default device from the same manufacturer 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 eCopy ShareScan Installation and Setup Guide 145 Specifying default scanner settings You can specify default scanner settings for eCopy enabled devices For information about attaching default scanner settings to a connector profile see page 85 To specify default scanner settings for a device 1 In the console tree select Devices gt lt device_name gt gt Properties 2 Select the Scanner tab The information on the Preferences pane depends on the device you are using See the Adm
64. e connector profile uses destinations select Destination Settings click Properties specify the settings see Table 43 and see Table 44 and then click OK This option allows you to send scanned documents to network locations such as Windows Novell or FTP folders or to folders on a USB Flash Drive Select Inbox Agent gt 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 Click Save select or specify the profile name and then click Save Scan Inbox Home Folder settings The environment settings depend on the environment type that you select in the Scan to Desktop Properties window The general settings are the same for all environments The connector supports the following environments Windows Active Directory Novell eDirectory Local Computer Workgroup Select this option if you do not have a domain controller or NetWare server on your network or if you are authenticating in a workgroup If you select this option each user must have an account on the local computer 132 Reference Connector specific configuration information TABLE 41 Scan to eCopy Desktop Properties Environment settings Section Field Button Description Service Account User Name Password The authentication information
65. e eee 173 eCopy ShareScan Installation and Setup Guide 1 Getting Started This guide is intended for administrators responsible for installing and configuring eCopy ShareScan It provides a product overview and describes system requirements and installation and configuration procedures In this chapter a Eurtherintotmation wvsolo sse ode Id Novae saa deus ers sees madri Orta oro s m Customer support services cea eiie m ve rb ARR RIA RR Ea A eer abere EE 2 Getting Started Further information The documentation set consists of the following documents m ShareScan Installation and Setup Guide The Quick Start section of this document guides you through the initial installation and setup process The Reference section provides more detailed information about configuring the system and the eCopy Connectors It also describes how to manage the Client and use the eCopy Connectors m ShareScan Help The Help files contain information about configuring the system connectors and devices You can easily access the Help from the Administration console E To access the Administration console help in the console tree select a node such as ShareScan and then click the Help button The Help opens in the Microsoft Management Console o To access help for a specific connector in the console tree select the connector and then click the Connector Help button or right click the connector name and then select Connector Help from
66. e protocol the system will prompt you to re enter the user credentials on the Basic Settings tab Table 24 Select Use External Associated Account The Resource Forest Settings window opens Enter the Global Catalog Server information see Table 28 and then click OK In the Exchange Properties pane the Additional Account Forests section becomes active Click New The Account Forest Settings window opens Enter the Account Forest and Service Account information for the new account forest Click Test When the test is successful click OK The new account forest is added to the list Click OK to return to the Configure tab 96 Reference Connector specific configuration information Exchange Connectors Wizard Settings The settings that you see in the Wizard depend on the information you enter about your Exchange environment The information that you enter about your environment enables the Wizard to select the correct connection protocol The settings that appear in the subsequent windows are a filtered subset of the settings in the Properties window You will see only the settings that are appropriate for the environment that you select TABLE 23 Wizard settings Exchange environment Field Name Description Server type Enables you to select the type of server that your company uses m Exchange 2000 or later Enables you to choose any of the Environment options m Exchange 5 5 Makes the other selections in the wind
67. e user ID for folder names recommended Select this option if you upgraded from a version of ShareScan prior to version 4 2 or if you are running ShareScan 4 2 or 4 5 as well as prior versions of ShareScan in the same environment Use eDirectory hierarchy only if required Select this option only if you are running ShareScan 4 2 or 4 5 exclusively eCopy ShareScan Installation and Setup Guide 133 TABLE 42 Scan to eCopy Desktop Properties General settings Section Field Button Description Inbox Settings Inbox Type Scan Inboxes Scans documents to scan inboxes Home Directories Scans documents to a network home directory This option is not available if you select Local Computer Workgroup as the environment type Recipient Type Multiple Enables users at the device to select multiple recipients for scanned documents This option is not available if you select Home Directories as the inbox type Scan To Self Sends the scanned documents to the logged on user s scan inbox or network home directory Authenticate Users Secures the scan inboxes of recipients Users must enter the network password associated with the recipient s scan inbox to send scanned documents This option can only be modified if you select Scan Inboxes as the Inbox Type and Multiple as the Recipient Type Search Search while typing Enables or disables the Search while typing function at the device If a s
68. eCopy ShareScan 4 5 Installation and Setup Guide for Canon ScanFront devices S eCopy Where paper is going Part Number 73 00330 1 01 2009 Licensing Copyright and Trademark Information The information in this document is subject to change and does not represent a commitment on the part of eCopy Inc The software described in this document is furnished under a license agreement The software may be used or copied only in accordance with the terms of the agreement It is against the law to copy the software on any medium except as specified in the license agreement No part of this document may be reproduced transmitted in any form or by any means electronic or mechanical including photocopying recording or information storage and retrieval systems or translated into any language for any purpose other than the purchaser s personal use without the written permission of eCopy Inc 1992 2009 eCopy Inc eCopy the eCopy logo eCopyFax the Simplify logo the MailRoom logo eCopy ShareScan eCopy ScanStation eCopy Desktop eCopy Quick Connect eCopy Xpert Comptession UniDoc SpeedFax and SpeedPrint are trademarks of eCopy Inc ShareScan Simplity and MailRoom are registered trademarks of eCopy Inc Canon and MEAP are registered trademarks and imageRUNNER 1s a trademark of Canon Inc Captaris and RightFax are trademarks of Captaris Inc IBM Lotus and Lotus Notes are trademarks and or registered trademark
69. ecipients and sends the scanned documents only to the logged on user You can use the FILENAME variable on the Subject or Notes line to distinguish among scanned documents 102 Reference Connector specific configuration information TABLE 26 Exchange Properties General Settings tab continued Section Field Name Description continued Other Search Global Enables the user at the device to search the Global Address List and General Address List select recipients from it Settings Search Outlook Enables the user at the device to search the Outlook Contacts folder Contacts and select recipients from it Available in the While Microsoft Outlook supports more than one Contacts folder per eCopy Connector for user the connector searches for addresses only in the default Contacts Fax via Microsoft folder If a user needs access to addresses in a specific Contacts folder Exchange for LDAP the user must make that folder the default folder Since this procedure WEBDAV and is not the same for all Outlook clients refer to your Outlook WEBDAV WEBDAV documentation for information about how to make a Contacts folder protocols the default folder Enable user to Enables the user at the device to enter e mail addresses that do not manually enter belong to any of the other address books or to the Contacts folder addresses when sending e mail Message Enables configuration message settings that are also available through Mic
70. ecurity options for a specific Services Manager to allow other Services Managers to add devices managed by it If you enable security for a Services Manager and add IP addresses to the list of allowed Services Managers and you later clear the Enable Security option the addresses stay in the list but the Services Manager ignores it To block access by other Services Managers 1 In the console tree select the name of the Services Manager and then click the Display Security Options button on the console toolbar The Security Options window opens Select the Enable option By default this option is disabled Select the Prevent addition of devices option Other Services Managers will not have the right to add or acquire devices managed by this Services Manager 4 Click OK 38 Reference Configuring the system To grant access to other Services Managers 1 In the console tree select the name of the Services Manager and then click the Display Security Options button on the console toolbat The Security Options window opens Select the Enable option By default this option is disabled Select the Allow addition of devices option In the address field enter the IP addresses of the Services Managers to which you want to grant access and then click Add The addresses appear in the Manager IP addresses list Note Even if addresses appear in the list of allowed Managers access by those Services Managers will be blocked if
71. ee page 80 In this chapter m eCopy Connector for Microsoft Exchange 0 0 6 cece ees 92 m eCopy Connector for Fax via Microsoft Exchange liiis 105 m eCopy Connector for Lotus Notes Mail 0 0 0c eee eee nee 107 a eCopy Connector for Fax via Lotus Notes 0 00 cece cece eee 110 m eCopy Connector for SMTP using LDAP 113 m eCopy Connector for Fax via SMTP sessi nen 123 B e Nod EV VONT T MEN TETTE D TT 125 BH Scan to Prntetos iu i aci Anette a e rx acea etu Rie a sci i ta 140 92 Reference Connector specific configuration information eCopy Connector for Microsoft Exchange The eCopy Connector for Microsoft Exchange enables a user to send scanned documents from an eCopy enabled device as e mail attachments from a generic Microsoft Exchange account or from the user s personal Microsoft Exchange account eCopy recommends that you create a generic Microsoft Exchange account for use by ShareScan While ShareScan always uses the ShareScan User account information to log on to the Exchange server and to retrieve the Global Address 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 Exchan
72. een uninstalled ot 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 refresh the list of connectors To refresh the list of connectors use either of the following methods m In the console tree right click Connectors and then click Refresh Connectors m Select the Connectors node and then click the Refresh connectors button on the Administration console toolbar 226 60 Reference Common configuration information for connectors Configuring connector profiles Each connector profile defines a set of configuration options for that connector You can configure multiple profiles for each connector In addition you can activate multiple profiles for each connector on a single device For example you can create two unique profiles for the Exchange connector and activate both on Device X TABLE 7 Two profiles for the same connector activated on a single device Profile Name Profile Description Device Expense Reports Scans and sends expense reports to a Payroll inbox Device X Resumes Scans and sends resumes to a Human Resources inbox Device X Configuring and updating connector profiles Before you can activate a connector profile on a device you must configure and save at least one profile for the connector After you configure a profile it is available for activation in the device s Propert
73. efore the scanned document is sent You specify the domain ree to use for authentication Note If you select FTP Folder as a destination type and Session Logon is enabled eCopy recommends that you select Anonymous or Logon as as the authentication type Server The FTP Server name FTP only Advanced Enables you to configure the Advanced Account Settings 136 Reference Connector specific configuration information Advanced account settings are used in the configuration of scan inboxes and destinations for Windows Active Directory and Novell eDirectory TABLE 44 Scan to eCopy Desktop Advanced Account settings Environment type Field name Description Windows Active Directory Global Catalog Server settings Locate server at runtime The connector finds the Global Catalog Server at runtime Always use the following server The name of the Global Catalog Server to be used at the device LDAP Port The port that you want the server to use Default is 3268 Server requires SSL for communication Select this option if the Global Catalog Server requires a Secure Socket Layer SSL Base DN Defines a starting point for the Global Catalog Server search that takes place from the authentication window at the device When you select a base DN Distinguished Name the Search while typing option searches the forest below the location of the Base DN The Browse button opens the Star
74. epe reti pesi a 140 Reference Managing eCopy enabled devices 143 Specifying default devite sss sedes em Rae DERE OR PRAE Janets qure 144 Specifying default scanner settings liiis e 145 Configuring Activity Tracking e debe ce teer petendi uem EA 146 Configuring the Activity Logging function n iliis isses ees 147 Configuring the Additional Fields function n liiis isses 150 Configuring the Document Tracking function liiis isses 151 Configuring the ID Services function 2 2 es 153 Reference Using eCopy Connectors 155 Using the firigerprint sc tinel oue Sure ahd XAR REACHED QE E SSREA ee 156 Registering fingerprints at the device liliis 156 Logging on using the fingerprint scanner noaa ee 156 Using the on screen keyboard wo eae 157 Quick reference to using an eCopy Connector 2 2 0 0 eee 158 General procedure for using an eCopy Connector o n anana 2000002 e eee eee 159 Reference Installation environment 165 Network environment essre en etad Sele gad dood he pk a PS INI ore Gand 166 Hardware configuration guidelines liiis 167 Services Manager PC worksheet sssssls e 168 Device worksheet har e a DIU deans ERAN EU S KE EE 170 Firewall and switch worksheet issssssssesee tees 171 Network infrastructure worksheet RR 173 vi Table of Contents DNS consideratiors ku ccs mob t eoe conie d
75. eriod is in effect Expired The key has been assigned to a device but has expired you must delete the key and obtain a new key Activation Required The key has been assigned to a device but has not been activated and the 30 day grace period has expired you must activate the license to use the device Blank The key has not been assigned to a device and is available for use 46 Reference Configuring the system Adding product keys There are three ways to add product keys to the license database m Enter each key manually see page 46 To avoid typing errors you should copy and paste the key m Import the keys from a text file see page 46 This is the easiest method to use if you receive your ptoduct keys electronically If you buy a 10 pack of the product you receive a separate CD that contains a text file with the keys that you can import eCopy recommends that you use this method when licensing devices that are running ShareScan Embedded software m Use a site license When your organization purchases a site license you receive a single site key valid for activation with a predefined number of devices When you activate the key for a device eCopy associates the serial number of the device with the site key When the number of devices associated with the key reaches the predefined limit you can no longer use the site key to activate devices To find out how many activations remain on your site licen
76. erver name eCopy ShareScan Installation and Setup Guide 115 TABLE 31 Wizard settings SMTP using LDAP continued Wizard Window Field Description LDAP Server Settings Not available if you select Active Directory as the server type LDAP Server Settings LDAP server settings m Server m Port m User DN m Password You must provide the full user DN if the server requires it The Wizard assumes that the server is 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 in the Select LDAP User window 116 Reference Connector specific configuration information TABLE 31 Wizard settings SMTP using LDAP continued Wizard Window Field Description Search Settings Start Search At The node on the LDAP tree from which all searches should begin If you do not know the node click the Browse button and then select the node from the tree structure in the selection window Search scope Select a search level m All levels below search starting point Allows expanded searching m One level below search
77. ervices Manager is running 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 eCopy ShareScan Installation and Setup Guide 173 Network infrastructure worksheet Multiple domains and multiple workgroups are supported only if the Services Manager and all eCopy enabled devices are configured to communicate with one other via TCP or UDP without any port filtering or blocking Depending on the topology of the network degradation in performance can occur when devices span multiple domains ShareScan supports child domains provided that the devices and the Services Manager can communicate 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 56 Network infrastructure worksheet Item Notes Network Example Workgroup or Domain domain based network Devices span single or multiple domains eCopy recommends a single domain for best performance Single domain Devices span single eCopy recommends a single workgroup for Not applicable pass packets between subnets or VLANs subnets or VLANs or multiple best performance workgroups
78. es 126 permissions for 126 security for 126 See also Scan to eCopy Desktop Connector Scan to eCopy Desktop Connector 125 configuring 131 Express function and 69 Scan to Printer Connector 140 configuring 140 ScanFront fingerprint scanner 156 scanner settings changing at device 159 configuring 85 for ScanFront 86 specifying defaults for 145 scanning activity reporting 52 scanning documents 159 160 post scanning options 161 selecting recipients for 161 sending 160 182 Index ScanStand Assembly Instructions 2 ScanStation 35 See also ShareScan Embedded scope of searches 43 116 119 SCSI drive 167 search settings for Session Logon 43 for SMTP using LDAP 116 119 Search while typing option 43 70 98 116 119 161 searchable text engine properties 40 82 Secure Delete option 40 security for network home directories 127 for scan inboxes 126 for Services Managers 37 48 See also encryption properties Scan to eCopy Desktop Connector sending scanned documents from generic account 122 from personal account 108 112 only to self 108 112 to sender or only to self 121 separator character specifying for fields 72 Server type setting 96 Services Manager 7 address book databases and 77 installing 9 Microsoft Exchange Server and 168 selecting 12 starting and stopping 36 Session Logon configuring 42 document naming and 83 Express function and 67 See also logon settings ScanStation Services Manager setting up ScanFront devi
79. es Manager see page 12 Note The first time that you open the Administration console ShareScan automatically connects to the local Services Manager The next section describes how to select a different Services Manager m Add the product key to the local license database see page 14 m Configure one or more connector profiles see page 15 m Setup the Canon ScanFront device see page 26 m Add the Canon ScanFront device to the Services Manager see page 29 m Activate the license and generate a license report see page 30 12 Quick Start Installing and setting up ShareScan To select a different Services Manager 1 Select Start gt Programs gt eCopy Applications gt ShareScan Administration 2 Right click ShareScan and then select Discover Managers or click the Discover ShareScan Managers button on the toolbar The Select ShareScan Manager window opens The first Services Manager in the list is most often the local computer the one that you typically want to administer Select ShareScan Manager LS Select a ShareScan Manager from the list below TECHWRITERDI 10 10 14 217 Host Name IP Address Version 5 TECHWRITERDI 101014217 4501 EBCAPPSVR4 10 10 15 205 41 028 EBCAPPSVR2 10 10 15 202 41 028 ROLEARXDI 11 10 6 25 3 1 0 28 BSCHMITZXPOT 10 10 8 99 4 2 0 39k HJANGOI 10 108 115 4 2 0 39 DCADYO2 10 108 50 4 2 0 39k KMERRILLO4 10 106 128 40 0 50 ESAVINADA 10 10 7 46 420 33 SPELLETIERO3 10 10 7 44 40 050 1 DI IGANI
80. es window Fax via SMTP From the connector Wizard or on the Fax Format tab of the Fax via SMTP Properties window 74 Reference Common configuration information for connectors 1 Open the Fax Address Format window Fax Address Format No Cover Page 555 1212 Cover Page 555 1212 Prefix amp Fax Number Name Cover Page Suffix Cancel Refer to the documentation for your fax server application to obtain the correct format for fax addresses Important Since fax application vendors change these formatting schemes frequently make sure you obtain the current format Statt building the address by adding components For example to include a prefix select Prefix from the list on the left and then click Add To change the order of the fax address components select a component and then click Move Up or Move Down For each component perform the following tasks a Select the Value field for example Fax Prefix Value a Click Modify The Modify Value window opens a Enter the appropriate prefix value a Click OK The completed string appears in the Fax Address Format window When you finish building the fax address click OK to close the window eCopy ShareScan Installation and Setup Guide 75 Configuring support for local address books ShareScan supports the use of Microsoft SQL Server Express 2005 SQL Express for the storage of e mail and fax addresses
81. escription Activity Log Location Activity Log Location field The full path and file name for the log file ShareScanOPActivity log The location must be in the current Windows domain or in a trusted Windows domain Credentials Enables you to create secured access to the log file The Credentials button opens the Enter Credentials window where you enter the user name password and domain that are required to access the location of the log file The specified user must have access rights to the location If you choose to put the log file in a location on your local computer you do not need to specify credentials However the Local System account must have access rights to the location Activity Log Overflow Maximum Log Size The maximum size for the log file in kilobytes KB Rolling filenames Specifies whether to use rolling file names when the existing log file reaches the maximum size and you want the system to create a new log file When you select this option the system renames the existing log file ShareScan 001 ShareScan 002 etc and then creates the new log file Overwrite oldest events Specifies whether to overwrite existing entries starting at the beginning of the log file Log Field Properties Field Separator The separator character to use between each log field The following characters are valid N lt gt Extended Fields Specifies add
82. estination m When aShareScan 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 m You can configure the connector to secure the scan inboxes of recipients Users must enter the network password associated with a recipient s scan inbox before the connector can send scanned documents to the scan inbox The Authenticate users option is automatically selected when the inbox type is set to Home Directories Any uset can send a scanned document to any user s scan inbox However only the owner can tead from the scan inbox m The list of available recipients that appears on the Specify Recipient screen in the ShareScan Client includes all users in the Windows Active Directory or Novell eDirectory unless you restrict usage by choosing a base DN that limits the scope of the search 126 Reference Connector specific configuration information About eCopy Desktop scan inboxes and home directories eCopy Desktop can use either scan inboxes or network home directories to store scanned documents received from the Scan to eCopy Desktop Connector m Scan inboxes The connector creates scan inboxes when users first use the connector at a device The connector creates scan inboxes in folders located beneath the Inbox root directory When the connector creates scan inboxes it assigns the permissions needed to ens
83. etwork settings select Save ShareScan Address Enables you to associate the device with the PC running the ShareScan Services Manager which is called the ShareScan Host Use https enables you to encrypt passwords and is selected by default This automatically sets the port to 443 eCopy recommends these settings If you do not select Use https the port is automatically set to 8080 and password encryption is not enabled After modifying the IP address select Connect 28 Quick Start Installing and setting up ShareScan TABLE 1 Remote administration functions continued Configuration tool Description SSL Enables you to turn SSL on or off The default is On Turning SSL off improves performance by about 1 second However if you turn SSL off passwords will not be encrypted Device restart Enables you to restart the device Device software Enables you to update the ShareScan device software Select the ShareScan CAB file update that contains the updated firmware and then select Upload File About Displays product information Includes a button that enables you to calibrate the device Logout Displays the Password page Note To calibrate the device screen after the initial setup select About from the ShareScan Home screen eCopy ShareScan Installation and Setup Guide 29 To add an eCopy enabled device to the Services Manager 1 2 Make sure that the device 1s r
84. following WEBDAV settings for the Exchange server WEBDAV WEBDAV Uses the same WEBDAV settings as the ones available for the LDAP WEBDAV combination m Server requires SSL for communication m Use UPN format for User Credentials m Server uses forms based authentication m Server uses non standard port Server requires SSL for communication Select this option if the Exchange server requires a Secure Socket Layer SSL Use UPN format for User Credentials user example com Enables you to pass user credentials to your ISP Internet Service Provider using the UPN User Principal Name format UserName DNSDomainName The connector uses NETBIOSDOMAIN Username unless this option is selected Server uses forms based authentication Presents an Outlook Web Access OWA forms based login screen to the user at the device Server uses non standard port Specifies a non standard port for all WEBDAV communication Note Do not select this option if you are using Exchange 2007 with LDAP WEBDAV or WEBDAV WEBDAV Specify a front end Exchange server Enter the domain names that the user can select at the device Sends All WEBDAV communication through the specified front end Exchange server Enables the user at the device to select a domain from the domain names you enter in the Domains field Username different from mailbox name Select this option if Active Directory user names and ma
85. for remote administration Multicast UDP also provides a fast way to discover eCopy enabled devices ShareScan runs on domain based networks and in workgroup environments In a domain environment the system requires static IP addresses The Domain Name System DNS is used to resolve host names in a domain environment In a wotkgroup environment all eCopy enabled devices and Services Managers must have static IP addresses eCopy enabled devices and the Services Manager can be on different subnets or virtual local atea networks VLANs provided that the devices can communicate with the Services Manager using an IP address ShareScan does not support network attached storage NAS devices Por information about Novell support see page 175 eCopy ShareScan Installation and Setup Guide 167 Hardware configuration guidelines To help you gauge hardware requirements there are three typical usage scenarios and the hardware requirements for each scenario see Table 52 TABLE 52 Hardware configuration guidelines 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 Light production An environment whe
86. g the document review the scanned images The buttons on the Preview screen enable you to view delete rotate and change the magnification of the images After pressing either of the Zoom buttons you can scroll through an image and move it by dragging your finger along the image or by using Page Up Page Down Home or End keys or the atrow keys 2 lfnecessaty scan additional pages ot re scan any of the original pages by placing the pages in the feeder and then pressing the Scan More button ShareScan uses the current scanner settings n J O When you scan additional pages the Client inserts them after the page that is currently displayed on the Preview screen For example if the Client is displaying page 5 of an 8 page document and you scan 2 more pages the Client inserts the new pages after page 5 3 To review and change the scanner settings press the Scanner Settings button on the Preview screen The Scanner Settings screen appears After changing the scanner settings press OK 4 To review and change the document settings press the Document Settings button on the Preview screen After changing the document settings press OK 5 When you have scanned all the pages in the document and are satisfied with the settings press Next 6 If prompted enter any additional document information requested by the connector profile For example mail connector profiles can be configured to prompt you to specify an output file name
87. ge supports four combinations of connection protocols that can be used to connect to your Exchange server depending on your environment The Wizard automatically selects the protocol based on the Exchange environment information that you supply For information about the available combinations of protocols and the environments in which they can be used see Table 22 eCopy ShareScan Installation and Setup Guide 93 TABLE 22 Exchange Connection protocols Protocol Microsoft Description Combination Outlook Required MAPI MAPI Yesa Specifically designed for the Exchange 5 5 server only Performs best if the computer running the Services Manager is a member of the forest where the Exchange server s reside LDAP MAPI Yesa Best suited for intranet environments where the computer running the Services Manager is a member of the forest where the Exchange server s reside Requires that the specified Service Account has access to a Global Catalog Server in the forest where the Services Manager is running Requires Exchange Server 2000 or later LDAP WEBDAV No Best suited for intranet environments where the computer running the Services Manager is not necessarily a member of the forest where the Exchange server s reside Requires that the specified Service Account has access to a Global Catalog Server in the forest where the Services Manager is running Requires Exchange server 2000 or later WEBDAV No Best suited f
88. ger is running Key Generates the encryption key and stores it in the file eCopyKey txt You must manually copy this file to the ID Service device If you regenerate the key you must copy the new key to the ID Service device Important All devices that use ID Services and are managed by the same Services Manager must use the same encryption key After generating a key for the first device When you configure subsequent devices you must select the same path you selected for the first device ShareScan automatically recognizes the key file that is already in the storage destination eCopy ShareScan Installation and Setup Guide 155 Reference Using eCopy Connectors After you configure connector profiles and activate them on a device you use a profile by selecting its button on the Client screen The look and feel of the Client depends on the eCopy enabled device that you are using In this chapter m Using the fingerprint scanner Rh 156 m Using the on screen keyboard 00 eee 157 m Quick reference to using an eCopy Connector 6 ee eee 158 156 Reference Using eCopy Connectors Using the fingerprint scanner To configure the fingerprint scanner you must m Use the ShareScan Administration console to configure Session Logon see page 42 and enable Activity Logging see page 147 and ID Services see page 153 m Register user fingerprints at the device Registering fingerprints at the dev
89. gs Scanner Settings or Tracing that you want to copy to the target profile 6 Click OK The Services pane appears 7 Select the target profile and then click Save eCopy ShareScan Installation and Setup Guide 81 Configuring Document Settings The Document Settings tab enables you to specify default settings for options specific to a connector profile including encryption searchable text and file format It also enables you to specify whether users at the eCopy enabled device can change the settings user modifiable options are available when the user presses the Document Settings button on the Preview screen Note Each connector profile supports a unique group of settings To configure the default Document Settings 1 In the console tree select lt connector_name gt gt Services and then select the Document Settings tab 2 Specify the default settings see Table 18 To find out which settings are available for each connector see the Document Settings Matrix topic in the Help 3 Click Save select or specify the profile name and then click Save 82 Reference Common configuration information for connectors TABLE 18 Services Document Settings tab Option Setting Description Encryption On Prompts the user to enter an encryption password All scanned documents will be for PDF and encrypted eCopy file If you also select the User modify option the user can choose en
90. he Activity Logging function When the Activity Logging function is enabled for a device the Services Manager generates a log file The general format for each record in the log file is lt Date gt lt Time gt lt Connector Label gt lt Number of Pages in Document gt lt Connector Specific Fields gt lt SUCCESS FAILURE gt lt Device Name gt If you select the Extended Fields function the log file includes the preceding fields and may include the following fields Document Size gt lt DOC SENT gt lt DOC TRACKED gt lt USERNAME gt lt DOMAIN gt 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 gt lt device_name gt gt Activity Tracking 2 Select the Activity Logging tab and then select Enable Activity Tracking Activity Logging Document Tracking Additional Fields ID Services 5 UE sme Activity Log Location C Program Files eCopy S hareS can ShareS can0 PManager ActivityTracking T ech sad Credentials Activity Log Overflow Maximum Log Size 5000 kB Rolling filenames ShareScan 001 002 etc O Overwrite oldest events Log Field Properties Field Separator Extended Fields 3 Specify the settings see Table 46 4 Click Save 148 Reference Managing eCopy enabled devices TABLE 46 Devices Activity Logging tab Section Field Button D
91. he connector cannot find a Global Catalog Server it prompts you to use the Advanced Account Settings window to configure the Global Catalog Server settings Locate server at runtime Always use the following server Enables the user at the device to select a 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 Global Catalog Server requires a Secure Socket Layer SSL Add 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 select a Base DN in the Active Directory forest Only users within the DN can authenticate however documents can be sent to any user in the forest If this field is left blank the search includes the entire forest 100 Reference Connector specific configuration information TABLE 25 Exchange Properties Advanced Account Settings continued Protocol Combination Advanced Settings tab Field Button Name Description LDAP WEBDAV Uses the same Global Catalog Server options as the ones available for the LDAP MAPI combination along with the
92. he fax number to which the scanned document is sent Attach Cover Page Sheet Attaches a cover page to the fax eCopy ShareScan Installation and Setup Guide 69 Setting up Scan to eCopy Desktop with Express functions There is no separate Express tab for the Scan to eCopy Desktop Connector The following procedure enables you to configure Scan to eCopy Desktop to use Express functions To configure Scan to eCopy Desktop to use Express 1 In the console tree select System Information gt Properties and then select the Session Logon tab Configure Session Logon see page 42 In the console tree select Scan to Desktop gt Properties and then select the Configure tab You can create an Express connector profile for a scan inbox or for a destination folder To create an Express connector profile for a scan inbox a Select Scan Inbox Home Folder Settings and then click the Properties button The Scan to Desktop Properties window opens a Configure and test the Environment Settings a Select the General Settings tab and then select Scan to Self as the Recipient Type Authenticate Users is selected automatically Click OK to return to the Configure tab To create an Express connector profile for a destination folder Select Destination Settings and then click the Properties button The Scan to Desktop Properties window opens wm Select a destination folder and make sure that Enable subfolder naviga
93. ica dre E rd o o tec E eoe as ta E 174 Using a DNS server on the local network 2 ee 174 Configuring the HOSTS Tl amp ies ces unre b tede Re Meo ots 174 Novell SUpport rsasstisiette edere rote petet nt abet aset dades cete Ses ue detect 175 vii List of Tables TABLE 1 Remote administration functions liliis ees 27 TABLE 2 System properties Advanced tab iilii 40 TABLE 3 System information Keyboard Settings tab iliis iliis 41 TABLE 4 System properties Session Logon tab 1 0 2 00 eee 43 TABLE 5 System information Tracing tab 2 0 00 02 ee 44 TABLE 6 Product key status options 0 2 tee 45 TABLE 7 Two profiles for the same connector activated on a single device 60 TABLE 8 Gommon Ful ctiohis eg repere Aa EP e Va tei 63 TABLE 9 Connector Properties Display tab nananana ses 64 TABLE 10 Connector Properties Content tab 0 liliis eee 65 TABLE 11 Connector Properties Express tab 0 2 0 0 esee 67 TABLE 12 Field Editor options 1 2 0 0 0 0 0 cette eee 71 TABLE 13 Field Editor Available field types iilii 71 TABLE 14 Fax Address Format window access liiis 73 TABLE 15 Settings for creating a local address book database 0 0 78 TABLE 16 Settings for enabling address books 2 0 0 0 0000 cee ee eee 78 TABLE 17 Data Link Properties window Connection tab 0 000000 0 2 ee eee 79 TABLE 18 Services Document
94. ice The first time a user tries to use the fingerprint scanner the device checks to see if the fingerprint is already registered in its database If the fingerprint is not found the Fingerprint Registration Wizard opens To register a fingerprint 1 With the Fingerprint Registration Wizard open swipe your finger three times across the fingerprint scanner All three fingerprint swipes must match If any fingerprint swipes do not match press Retry and then repeat the process 2 When the fingerprints match click Next The Login Information window opens 3 Enter your user name password and domain and then click Test The information is authenticated and is then associated with the scanned fingerprint 4 Click Save to store the information The next time you use the device you can use the fingerprint scanner to log on Logging on using the fingerprint scanner Make sure that Session Logon is configured before you try to log on using the fingerprint scanner The fingerprint scanner only works when the Session Logon screen is displayed To log on using the fingerprint scanner 1 When the device displays the Session Logon screen swipe your finger across the fingerprint scanner A window shows the progress of the authentication process 2 When the main ShareScan client screen appears continue scanning your document Notes m f your fingerprint is already registered and the Registration screen appears when you try to log on using
95. ick Start Installing and setting up ShareScan 5 Click Next The Connector Selection window opens 6 Select the connectors that you want to install A red X next to a connector indicates that it is not available for installation If you plan to install the Lotus Notes Mail and Fax via Lotus Notes Connectors you must first install the Lotus Notes client on the computer running the Services Manager If you attempt to install these connectors without first installing the Lotus Notes client the Setup program will display an error message indicating that it cannot register the connector Note If the Lotus Notes client installation program prompts you to choose between the Multi User Install option and the Single User Install option make sure that you select the Single User Install option 7 Click Next The Ready to Install the Program window opens 8 Click Install 9 When the installation is complete click Finish If you select an e mail or fax connector and you want to use the product s Internet Address Book function to store manually entered addresses and fax numbers in a database you must install Microsoft SQL Server Express 2005 SOL Express You must install the version of SQL Express provided on the ShareScan CD see page 74 eCopy ShareScan Installation and Setup Guide 11 Licensing devices You license the product from the Administration console To do this you perform the following tasks m Connect to a Servic
96. ient 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 the network fax server for delivery as a fax To configure eCopy Connector for Fax via SMTP properties 1 2 Note In the console tree select Fax via SMTP gt Properties Select the Display tab and then specify the settings see Table 9 Select the Configure tab The Configure tab displays a summary of the settings that you specify using the Wizard or the Properties window The Enable LDAP Address Book option is selected by default To disable this option you must select Send from a generic account as your User Logon setting see Table 35 Use the connector Wizard to specify the basic settings see Table 31 This includes specifying the Fax format see Table 36 Use the Properties button on the Configure tab only if you need to make custom modifications after the initial configuration see page 118 Select the Local Address Book tab and then specify the settings see Table 15 and see Table 16 Select the Content tab and then specify the settings see Table 10 Select the Express tab and then specify the settings see Table 11 Click Save select or specify the profile name and then click Save The eCopy Connector for Fax via SMTP and the eCopy Connector for SMTP using LDAP have many common functions and setting
97. ies window You can use the Copy to option to copy settings between profiles for the same connector see page 80 To configure and save a new profile 1 In the console tree select the connector for which you want to create a profile 2 Select Properties specify the settings for the profile and then click Save The Save Profile window opens Enter a name for the new profile Click Save to save the changes to the profile Select Services and then specify the settings for the profile au A W Click Save to save changes to the profile eCopy ShareScan Installation and Setup Guide 61 To update an existing profile In the console tree select the connector whose profile you want to modify In the list of profiles select the profile you want to modify Update the Properties settings and then click Save In the Save Profile window select the target profile and then click Save u F amp F WN Update the Services settings and then click Save Note If you update the Services settings before updating the Properties settings and you then click Save the Save Profile window opens You must then select the target profile Activating connector profiles To make connector profiles available at a device you activate the connectors and then select the connector profiles Each connector profile that is activated on a device is represented by a separate button on the touch screen To activate connector profiles 1 In the c
98. ify 84 Reference Common configuration information for connectors TABLE 18 Services Document Settings tab continued Option Setting Description Batching On Will be available for use with the profile for PDF and eCopy file Off Will not be available for use with the profile formats y only Number Creates a new document after the specified number of pages You specify the of pages number of pages by clicking the Pages button and entering the number File size Creates a new document when the file reaches a specified size You specify the file size by clicking the Size button and entering the size in kilobytes KB Blank Creates a new document when the system finds a blank page within the range page specified in the Threshold field For black and white documents if the Blank Page Removal option is set to On the blank pages that divide the documents are removed from the final scanned document s User The user can turn batching on or off but cannot change the type of batching modify Document On When Activity Tracking is enabled for a device this option creates a black and Tracking white PDF file without encryption or searchable text information and stores the file in the folder specified on the Document Tracking tab in the Activity Tracking pane The name of the PDF file is added to the Activity Tracking log Off Disables Document Tracking Activity Tracking which is a separate feature may
99. ilbox names do not match When you select this option the Search while typing option will not be available on the Logon screen at the device the connector will use the name that the user enters eCopy ShareScan Installation and Setup Guide 101 All the settings in this table apply to the eCopy Connector for Microsoft Exchange Settings that also apply to the eCopy Connector for Fax via Microsoft Exchange are indicated in the table TABLE 26 Exchange Properties General Settings tab Section Field Name Description Sender Send from personal Enables users to send e mail from their personal Exchange account Settings account rather than from the ShareScan User account specified on the Basic Available in Settings tab the eCopy Prompts the user at the device to log on to Exchange The user can Connector enter his or her personal logon information or if authorized another for Fax via user s logon information The connector sends each e mail from the Microsoft specified account Exchange Add messages to Saves sent messages in the user s Sent Items folder Sent Items folder Recipient Allow user to select Enables the user at the device to select recipients for the scanned Settings recipients documents Allow user to add recipients to Cc list Enables the user at the device to send a copy of a message to one or more recipients who are not the primary recipients Send to self Disables the list of r
100. iles that specify various settings such as the appearance of the connector s button and the image format that you want to use during scanning You can cteate multiple profiles for each connector and you can activate each connector profile on multiple devices In this chapter m Installing and removing connectors ciis 58 m Configuring connector profiles ssssssseresrs e 60 m Configuring common Properties settings c i nn 63 m Configuring connector Services eee he 80 58 Reference Common configuration information for connectors Installing and removing connectors During initial installation of the ShareScan software you can install any of the eCopy Connectors supplied on the installation CD see page 9 To install a connector supplied with the ShareScan installation CD that you did not install during the initial installation of ShareScan you use the Program Maintenance option You access this option through the Add or Remove Programs function in Control Panel or by running the ShareScan installation program again This topic also provides instructions on how to install connectors purchased separately and supplied on their own CD Depending on your version of ShareScan you may also be able to download 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
101. in spaces Password The Exchange account password Domain The Windows domain to which this user belongs for Windows authentication Advanced The advanced settings depend on the connection protocol Advanced Account selected for your Exchange environment see page 92 For Settings information about the different protocol combinations and the associated settings see Table 25 Test Validates the logon information Search Search while typing Enables or disables the Search while typing option at the device a eCopy recommends that you create a generic Microsoft Exchange account for use by ShareScan eCopy ShareScan Installation and Setup Guide 99 The following table describes the advanced account settings for each combination of protocols Por information about the protocols see Table 22 TABLE 25 Exchange Properties Advanced Account Settings Protocol Combination Advanced Settings tab Field Button Name Description MAPI MAPI Uses MAPI to retrieve the user information when the Search while typing option is enabled and to send scanned documents Mailbox name different from the User name Tells the connector to use the name specified in the Mailbox name field if the mailbox name is different from the user name for any reason Mailbox name The mailbox name that is used by the user account E mail ID The e mail ID of the user account LDAP MAPI If t
102. in local address books 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 as downloading SQL Express from the Internet will not provide the configuration settings required for SQL Express to work correctly with ShareScan When enabled the ShareScan address book stores e mail addresses and fax numbers typed in at the eCopy enabled device This enables users at a device to select addresses and fax numbers from a local address book instead of having to type a recipient s complete address or fax number each time All Services Managers can share the address book database which can be on any computer on your network However you may choose to create multiple databases on the same SQL Express installation For example you may choose to create one database for the Engineering department and another database for the Sales department If you are using a combination of e mail and fax connectors eCopy recommends that you create a separate database for each department Note All e mail and fax connectors provided by eCopy Inc include global address book support that enables users at an eCopy enabled device to select recipients from a Global Address List Therefore you do not need to configure SQL Express for global address book support You only need to configure SQL Express for local address boo
103. ing option You can configure the option manually on the Basic Settings tab of the Properties window eCopy ShareScan Installation and Setup Guide 79 Configuring connector profiles to use address books After creating and enabling address books you can configure connector profiles to use them To configure connector profiles to use address books 1 In the console tree select your e mail or fax connectot select Properties and then click the Local Address Book or Address Books tab 2 Under Local Address Book or Address Book for Lotus Notes connectors click Choose The Data Link Properties window opens 3 Select the Provider tab and then select Microsoft OLE DB Provider for SQL Server 4 Select the Connection tab and then 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 Internet Address Book j v Enable Search On First Name si Email Address LastName First Name JohnDoe SomeDomain com Doe John newaddress new com Address New If the address book is not enabled select Enable 8 Click Save select or specify the profile name and then click Save TABLE 17 Data Link Properties window Connection tab Step Option Description Select or enter a The name of your server server name Enter information to Use a specific user name User
104. inistration console Help for a table that describes some of the scanning preferences and associated options that you may see Device Properties Selection Scanner Preferences t i Paper Size nda Letter 8 5 x 11 in Paper Size Letter R 11 8 5 in Output Paper Options Legal 8 5 x 14 in Resolution Ledger 17 x 11 in Biidhthess Statement 5 5 x 8 5 in 9 i Statement R 8 5 x 5 5 in Two Sided A3 420 x 297 mm Color Depth A4 210 x 297 mm Image Processing A4 R 297 x 210 mm A5 148 x 210 mm B4 ISO 353 x 250 mm B5 ISO 176 x 250 mm B5R ISO 250 x 176 mm Auto Mixed Originals User modify ht Y e TP Y ne lieb ool oni gom Mas diffs etr s dh emos sales mh as ade Lau calm I uy 3 Specify the default scanner settings The User modify option enables you to specify whether or not users at the device can overtide the default scanner settings by pressing the Settings button 4 Click Save 146 Reference Managing eCopy enabled devices Configuring Activity Tracking The Activity Tracking function writes detailed information about each job to a log file The Activity Tracking function enables you to perform the following tasks wm Configure the Activity Logging function see page 147 m Configure additional activity tracking fields see page 150 m Configuring the Document Tracking function see page 151 eCopy ShareScan Installation and Setup Guide 147 Configuring t
105. ion TABLE 29 Lotus Notes Mail Properties Configure tab Section Field Button Description ShareScan User The account used to access the Global Address List Active ID File The name of the Lotus Notes ID file installed on the local computer User Name The user name associated with the Active ID file Password The password associated with the Active ID file Test Validates the logon information 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 Send Port and encryption options Domino Server The name of the HTTP HTTPS server where the eCopyMail pass through database is installed m For HTTP Enter the server name IP address or fully qualified domain name as appropriate for your Domino environment m For SSL HTTPS Enter the server name exactly as it appears in the SSL certificate For example if the name is Isphere ecopydocs com enter this text in the field Mail Send Port The port number used to send mail defaults are 80 for HTTP 443 for SSL HTTP Use SSL HTTPS Encrypts communication with the server using SSL HTT
106. ish button to apply your settings to the connector profile 118 Reference Connector specific configuration information eCopy Connector for SMTP using LDAP Properties The Properties window enables administrators who are more familiar with LDAP to fine tune the settings without relying on the Wizard Many windows contain a Test button that you use to validate the logon information or test the server connection TABLE 32 LDAP SMTP Properties Basic LDAP tab Section Field Description LDAP Server Server The IP address DNS name or URL of the LDAP server associated The server that with the directory you want to use will provide the Global Address Port The LDAP port number The default is 389 If this does not work try List the same 3268 server is used for 3 sender Server requires SSL Requires the client to use SSL to communicate with the server authentication if IOS CIRCO UAR IDAR ee oe User DN The distinguished name DN of the server account The account authentication is must have the appropriate permissions to query the supplied base enabled DN and extract attributes from the query results Password The password associated with the server account Connect Allows anonymous connection to the LDAP server if the server Anonymously supports anonymous authentication eCopy ShareScan Installation and Setup Guide 119 TABLE 32 LDAP SMTP Properties Basic LDAP tab continued
107. itional fields to include in the log file in addition to the basic fields see Table 47 By default this option is not selected eCopy ShareScan Installation and Setup Guide 149 TABLE 47 Activity Logging Basic and Extended Fields Field Description Date The date the document was scanned Time The time the document was scanned Connector label The connector label specified on the Display tab Number of pages in document The number of pages in the scanned document Connector specific fields Connector specific fields Typically this field in the log file includes From To Recipients and Destination List information SUCCESS FAILURE Device name Specifies whether the scan job completed successfully or failed The name of the device such as User01 Document size The size in kilobytes of the scanned document DOC SENT The file name of the scanned document that the connector creates and sends to a destination such as USER589 EXCHANGE 01252007 104003 PDF DOC TRACKED The file name of the copy of the scanned document that the Services Manager creates and stores in a document tracking folder when the Document Tracking service see page 151 is enabled for the connector profile such as USER589 Exchange 01 25 2007 104009 pdf USERNAME The name of the user logged on through Session Logon In some cases the logged on user may not be the same as
108. k reference to using an eCopy Connector This section provides you with a general procedure for using an eCopy Connector to scan and send a document For information about functions unique to each connector refer to the connector specific information in this guide This general procedure includes information about performing functions that are common to many connectors such as specifying document and scanner settings The actual steps that your users will perform will depend on the connector profile they use For example if you configure a connector profile to use the Express function see page 67 users will not need to perform many of the steps included in the procedure in this section This procedure uses the eCopy Connector for Microsoft Exchange as an example The connector profile uses the following configuration settings m Enable Session Logon m Send from personal account m Add messages to Sent Items folder m Allow user to select recipients m Allow user to add recipients to Cc list m Search Global Address List m Search Outlook Contacts m Enable user to manually enter addresses when sending e mail m Default subject line and note The process described in this section assumes that you are using the hard keyboard eCopy ShareScan Installation and Setup Guide 159 General procedure for using an eCopy Connector Scan 1 Place your document in the feeder If your system is configured to use the Session Logon feature
109. k support 76 Reference Common configuration information for connectors Installing SQL Express You must install SQL Express using the ShareScan installation program To install SQL Express 1 Insert the ShareScan installation CD into the CD drive and then click Optional Components 2 Select Install SQL Express and follow the on screen instructions During installation SQL Server prompts you for a password You will need this password when you create an address book database The password must contain a minimum of 6 characters and must include alpha and numeric characters Note The version of SQL Express provided with ShareScan does not require any further configuration However should you need to check the configuration settings you can access the SQL Server Configuration Manager from the Start menu of your computer For more information on the installed SQL product see the Help file available from the Help menu in the SQL Server Configuration Manager eCopy ShareScan Installation and Setup Guide 77 Creating a local address book database You can create a local address book database on any PC running the Services Manager Once you have created the database it is available to all other Services Managers on the network Note SQL Server must be running when you create the database If you are using a firewall you must add SQLSERVER exe and UDP Port 1434 to the exceptions list To create a local address book database
110. ks for eCopy enabled devices on the network m Connect remotely to a single device and configure its system properties m Connect remotely to a single device and configure its device properties Note You cannot configure connectors from an Administration console that is installed on a remote computer Setting up remote administration involves installing ShareScan on a remote computer and then granting the appropriate access rights By default remote access to the Services Manager is limited to domain administrators A domain administrator must grant access rights to anyone else who needs remote access to a Services Manager The only users who need remote access rights are those who will configure system and device ptoperties To provide users with remote access to a Services Manager 1 To select the users to whom you want to provide remote access use either of the following methods a Select the Services Manager and then click the Displays user list for remote access icon on the Administration console toolbar B e amp 45352 fye Right click the Services Manager and then click Display user list The Select Users window opens 56 Reference Configuring the system 2 In the Domain list select your domain controller 3 In the Name field enter the first few letters of the first name of the person whose name you want to add to the list The system displays all the names that match the letters you entered 4 Select
111. le only if you select Multiple Forests as your environment m Fax Format window see Table 27 Exchange Properties Fax Format Settings This window is available only if you are configuring the eCopy Connector for Fax via Microsoft Exchange It enables you to specify the format of the fax addresses used by your setvet Exchange Connectors Properties Settings The Properties window enables administrators who are more familiar with Exchange server environments to fine tune the settings without relying on the Wizard eCopy recommends that you use the Wizatd to initially configure a connector profile The Properties settings that are available depend on the connection protocols supported by your environment Although the window opens to the Basic settings tab you should verify that the correct connection protocols are displayed on the Advanced tab before specifying the settings on the other tabs If you specify your settings and then change the protocol the system prompts you to re enter the user credentials on the Basic Settings tab 98 Reference Connector specific configuration information TABLE 24 Exchange Properties Basic Settings tab Section Field Button Name Description ShareScan User name The user name for logging on to the Exchange server User The connector does not accept user names that contain spaces Make sure that the user logon name specified in the Windows Active Server Directory or Exchange account does not conta
112. mum size of the trace file eCopy ShareScan Installation and Setup Guide 45 Licensing devices Every device that you use with eCopy software requires a valid license To obtain a license you add a unique product key valid for use with a single eCopy enabled device to the local license database see page 46 Site licenses valid for activation with a predefined number of devices are also available see page 46 eCopy recommends that you leave the license database on the local hard drive You activate the product key by obtaining a license code from the eCopy activation Web site see page 49 To license a device running ShareScan Embedded software you must add the device to the Services Manager after entering the product key see page 48 A product key must be added to the license database before the Services Manager can assign it to a device Once the key is assigned to a device it is no longer available for use with other devices Note If you assign a device to another Services Manager the license moves with the device In the Administration console the License Information tab displays the status of each product key in the license database see Table 6 TABLE 6 Product key status options Status Description Activated The key has been assigned to a device and the license has been activated Not Activated The key has been assigned to a device but the license has not been activated 30 day grace p
113. nal for Fax via Microsoft Exchange and Notes Fax via SMTP required for Fax via Lotus Notes Last Name Fax via Lotus The recipient s last name optional Notes Subject E mail and fax The subject to include in the subject line optional Notes E mail Fax via Notes to include in the message body optional Microsoft Exchange and Fax via SMTP Mail Options Exchange e mail Message settings that are also available through Microsoft Outlook and OWA Outlook Web Access Importance Sensitivity Delivery Receipt Read Receipt The availability of each setting depends on the configuration of the connector profile Attach Cover Page or Use Cover Sheet Fax Specifies whether to attach a cover page to the fax eCopy ShareScan Installation and Setup Guide 163 TABLE 51 Client Post scanning options Option Description Log Out Displays the Logon screen Appears only when Session Logon is enabled Home Displays the Home screen New Document Displays the Preview screen and enables you to scan a new document using the current settings Place the new document in the feeder and then press the Scan More button New Task Enables you to send the scanned document to another connector Press the button and then select the target connector from the list The Client opens the target connector and displays the scanned document on the Preview screen Press Next and then follow the prompts provide
114. nector 4 Click Save select or specity the profile name and then click Save TABLE 11 Connector Properties Express tab Connector Field Button Description eCopy Connectors for Subject The subject line for the e mail to which the scanned document Microsoft Exchange is attached Lotus Notes SMTP using LDAP Note The text included in the body of the e mail to which the scanned document is attached To List of e mail addresses that will receive the e mail To add more recipients press Add and then use the Add Recipients Cc window to add recipients from your address book See Express Add Recipients settings in the Connector Help 68 Reference Common configuration information for connectors TABLE 11 Connector Properties Express tab continued Connector Field Button Description eCopy Connectors for Fax via Microsoft Exchange Fax via SMTP Destination List When you enable the Express mode you can use the available buttons to add edit remove and change the positions of the destinations in the Destinations list Fax Destination The window opens when you click the Add or Edit buttons window The window enables you to name your destination add account information and enable and configure a cover sheet for the destination eCopy Connector for Subject The subject line for the fax to which the scanned document is Fax via Lotus Notes attached Fax Number T
115. nector profile to scan to a single inbox type scan inboxes or network home directories You cannot configure 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 TABLE 38 Sample scan inbox locations System User Domain Inbox path Windows Active User1 Single domain mode Servernbox_Root User1 Directory recommended Windows Active User1 Multiple domain mode Server inbox_Root xyz com lt domain_nam ou engineering OzeCopy hierarchy only if required Directory option only if required e gt User1 Novell NDS Cn testuser Use user ID for folder Serverinbox_Root testuser engineering e ou engineering names recommended copy O eCopy Novell NDS Cn testuser Use eDirectory WServerNnbox RootveCopyengineeringXest user 128 Reference Connector specific configuration information About the Inbox root directory The Inbox root directory which was called Inbox Management Directory in previous versions of ShareScan contains scan inboxes and a file named userdirs txt When users at a device use the connector for the first time their names and the paths to their scan inboxes or network home directories are added to the userdirs
116. ng 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 To configure advanced system properties 1 In the console tree select System Information gt Properties and then select the Advanced tab Configure the advanced properties see Table 2 Click Save 40 Reference Configuring the system TABLE 2 System properties Advanced tab Section Field Name Description Encryption Password The minimum number of characters that make up the password When properties Minimum you specify the minimum password length remember that the longer Length the password the more difficult it is to break Password must Requires that passwords include a combination of characters and be alphanumeric numbers This helps ensure that passwords are not dictionary words and are not easily guessed Searchable Language for The language that you want the Searchable Text engine the OCR Text Engine Searchable Text engine to use The default is the language specified on the Keyboard Properties creation Settings tab The list of languages depends on the YTR files that are installed in the ShareScanOPManagenOCRV ib folder The ShareScan installation program installs the language files that are supported by the current version Secure Delete Enable secure delete of temporary files Enables complete deletion of temp
117. o a group must enter the complete e mail address of the group at the device Search while typing Enables or disables the Search while typing option at the device see page 70 120 Reference Connector specific configuration information TABLE 33 LDAP SMTP Properties Advanced LDAP tab Section Field Description LDAP Class The LDAP class to which the attributes you want to query belong Attributes m DominoPerson If you use a non m Person standard m User attribute in the e mail First User ID The attribute that your system uses to query the user ID Name Last m SAMAccountName Name and m uid Common Name j m fi ld enterthe e mail The attribute that your system uses to query the mail id attribute name n in the field m esmai First name The attribute that your system uses to query the user s first name m givenName m sn m uid m SAMAccountName Last name The attribute that your system uses to query the user s last name m sn m givenName m uid m SAMAccountName Common The attribute that your system uses to query the user s common name name m uid m SAMAccountName m sn m cn m givenName Custom LDAP Control the display of sender and recipient information at the device Attributes Use square brackets to define custom attributes and static text to enter elements that remain constant as in the following example that displays the sender or recipient title and their company eCopy titl
118. oft Exchange enables users to scan documents and e mail them using Microsoft Exchange The eCopy Connector for Fax via Lotus Notes enables users to scan documents and fax them using Lotus Notes The Administration console is a Microsoft Management Console MMC snap in that enables system administrators to configure and administer Services Managers eCopy Connectors eCopy Services and devices 8 Quick Start Installing and setting up ShareScan Installation tasks Before installing the product see page 165 for information about hardware software and network requirements To install and configure ShareScan you perform the following tasks Install the ShareScan software Services Manager Administration console and the eCopy Connectors supplied with the installation program on a network computer License the devices Configure one or more connector profiles Set up the ScanFront device on the network and then connect it to the PC running the ShareScan Services Manager Activate the connector profiles on the device eCopy ShareScan Installation and Setup Guide 9 Installing eCopy ShareScan Use the ShareScan installation program to install the following components on a network computer m Client m Services Manager m Administration console m One or more eCopy Connectors supplied with the installation program Installing connectors is not the same as activating them You can install all the connectors suitable to
119. ogon is enabled and SSL is not enabled eCopy recommends that you select None or Login As Attribute and runtime password Login As Enables the user at the device to connect to the SMTP server without being prompted for authentication information The connector uses the specified user name and password Runtime Prompt Sender for a user name and password Prompts the user at the device to enter a user name and password when the user presses the Send button on the Send screen 122 Reference Connector specific configuration information TABLE 35 LDAP SMTP Properties User Logon tab Section Field Description Logon Send from a generic account Sends the user at the device directly to the Send screen without displaying the Logon screen If you select this option you must specify a generic e mail address or select the User modify option or select both If you do not want to use the LDAP Address Book you must select this option Generic e mail User modify A generic e mail address that is used as the sender account for all e mail The user at the device can modify the sender s e mail address LDAP Requires the user at the device to enter the user name and password specified for the LDAP server Windows domain Enables users at the device to use their Windows logon information via the SAMAccountName attribute to log on The Domain field specifies the Wind
120. on about configuring a profile for this connector see page 92 Before configuring this profile you should create a generic Microsoft Exchange account for ShareScan to use The profile uses the ShareScan User Account information to log on to the Exchange server and retrieve the Global Address List 16 Quick Start Installing and setting up ShareScan Specifying properties for a connector profile This section describes the basic process of configuring the following properties m Display m ShareScan user on the Configure tab Content m 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 m eCopy ShareScan Administration File Action View Help H amp B amp A C eCopy ShareScan cH M Techwriter01 10 10 14 Exchange FAxwia FaxwiaSMTP LDAP SMTP Quick Connect z fa System Information Exchange amp Properties 3 Licensing a FY GB Activity Monitor BB Reporting Scan To Scan To emm Desktop Printer Exchange FAX via Exchange Fax via SMTP LDAP SMTP Quick Connect Scan To Desktop Scan To Printer gh Devices 3i Installed Connectors 2 Double click Exchange The console displays the Properties and Services icons 3 Double click Properties The Exchange Properties pane ap
121. on and Setup Guide 169 TABLE 53 Services Manager PC worksheet continued Item Notes Services Example Manager PC Domain name Enter a name if applicable ecopy Network login name Name used during normal operation must sharescan and password be a local administrator Have password available during installation Local firewall It is recommended that you disable Closed firewalls on this PC see page 169 Local security policy Log on locally rights must be assigned to all Yes Domain Users Managing firewalls If you choose to enable a firewall make sure the required ports are open for communication between the Services Manager and the eCopy enabled devices In the Windows Firewall program the firewall is on by default On the Exceptions tab you must add the following programs and port ShareScanOPManager exe ShareScanOPAgent exe ShareScanOPClient exe MMC exe InboxAgent exe SQLServer exe if you are using the Internet Address Book UDP port 1434 if you are using SOL Express 170 Reference Installation environment Device worksheet Copy and complete the worksheet below for each eCopy enabled device that you plan to use with ShareScan TABLE 54 Device worksheet Notes Device Example Model eCopy enabled device ScanFront 220 Location Physical location of the device 1 B32 Language English IP address Domain based networks eCopy requires 10 10 10 68 th
122. onsole tree select Devices gt lt device_name gt gt 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 In the Select Profiles column select the connector profile that you want to activate 4 Click OK and then click Save You can only select configured profiles which appear in black Unconfigured profiles appear in red 62 Reference Common configuration information for connectors 5 Select the Selection tab and then click Arrange The Arrange Profiles window opens 6 Use the Move Up and Move Down buttons to arrange the profiles in the list in the order in which you want the connector buttons to appear on the touch screen and then click Save 7 Select the Selection tab and then click Save The profile is activated on the device eCopy ShareScan Installation and Setup Guide 63 Configuring common Properties settings This section describes how to configure the properties and operations that are common to multiple connectors m Display see page 64 m Content see page 65 m Express see page 67 m Search while typing see page 70 m Field creation see page 71 m Fax address format see page 73 m Support for address books via SOL Express see page 75 For a table that lists each setting and the connector that uses it see the About configuring general Properties settings
123. opy byline for scanned documents whose format is eCopy CPY The standard byline is To view cpy files download the latest free eCopy Viewer at http Awww ecopy com downloads viewer eCopy ShareScan Installation and Setup Guide 67 Configuring the Express properties The Express function enables you to reduce the amount of time that your users spend at the device You do this by enabling Express in a connector profile and specifying information such as a recipient s name on the Express tab The profile enables the user at the device to scan and send documents without having to enter additional information Note X When you configure an Express profile for a connector and Session Logon is enabled for the system users must still enter their session logon credentials on the main ShareScan Logon screen You can configure multiple profiles with Express enabled Each profile can store documents in different locations Depending on the connector the Express tab enables you to preconfigure information that accompanies the scanned document To configure the Express properties 1 Configure the propetties on all the other tabs for the connector profile If you configure Express first and then try to save the profile the system will display an errot 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 con
124. or Canon ScanFront software detects a USB keyboard a keyboard icon will not appear to the right of fields that require text input To configure keyboard settings 1 In the console tree select System Information gt Properties and then select the Keyboard Settings tab 2 Configure the keyboard settings see Table 3 3 Click Save TABLE 3 System information Keyboard Settings tab Section Field Name Description Keyboard Settings Select a language The keyboard language for the keyboard Default com entry On screen keyboard only The default extension for the com key such as com Add more entries On screen keyboard only Used to specify additional extensions to include in the list that appears when the user at the device presses the arrow next to the com key Additional entries can contain more than eight characters co uk nx Used to add more entries Used to delete entry 42 Reference Configuring the system Configuring Session Logon When you enable Session Logon users at a device only need to log on a single time to ShareScan their logon information is effective for the entire session The users do not have to enter their logon information each time they select a connector during the current session the Services Manager passes the session logon information to the connector Note If a user needs to access different servers and the logon credentials are not the same on those se
125. or Internet environments where the computer running the WEBDAV Services Manager is communicating with a front end Exchange server on the Internet For example in small satellite offices employees can use Outlook Web Access OWA over the Internet to communicate with a front end Exchange server located at a remote facility Requires the front end Exchange server to be version 2000 or later a You must install Microsoft Outlook on the same computer as the Services Manager so that the two applications can share common DLLs Note When Microsoft Outlook is required you must configure it as the default mail package You must configure Microsoft Outlook 2000 to work with your Exchange server prior to using the ScanStation Client eCopy also recommends that you configure Microsoft Outlook 2002 2003 and 2007 to work with the Exchange server 94 Reference Connector specific configuration information To configure eCopy Connector for Microsoft Exchange properties eCopy recommends that you use the Wizard to initially configure a connector profile 1 2 3 In the console tree select Exchange gt Properties Select the Display tab and then specify the settings see Table 9 Select the Configure tab The Configure tab displays a summary of the settings that you specify using the Wizard or using the Properties button Use the Wizard to specify the basic connector settings see page 96 Note Use the Properties button on
126. or each key 4 On the License 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 gt Licensing 2 Onthe License Information tab double click the product key you want to activate 3 Useone of the following methods to activate the license a Ifyou have an Internet connection click Activate via Internet The system sends information to the eCopy activation Web servet which returns a license code Use the license code to activate your license a Ifyou do not have an Internet connection click Activate Manually and then follow the instructions for obtaining a license code manually 50 Reference Configuring the system Generating a license report The license report helps you recover your product keys and license codes if necessary You should generate a license report whenever you 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 gt Licensing 2 On the License Information tab click Report The Save As window opens Specify a location for the file 4 Click Save eCopy ShareScan
127. or the address book The following table documents all the settings on the Address Books and Local Address Book tabs including the settings for the Lotus Notes Address Book and the LDAP Directory TABLE 16 Settings for enabling address books Field Button Description Enable Enables users to search for and select recipients from the specified address book In addition when a local address book is enabled you can add delete import and export addresses that will then be available at the device An imported address list must be a text file with a list of comma separated values CSV in the following format m E mail connectors Last Name First Name Email Address m Faxconnectors Last Name First Name Fax Number You export an address book database to a CSV file Search On The address book field against which you want the connector to search for addresses available for Internet address books and Lotus Notes Address Books Address Book available for Lotus Notes Address Books The available fields depend on the connector How ShareScan searches for a matching name depends on the Search Behavior setting Selects the Global Address List Search available for Lotus Notes address books Enables or disables the Search while typing option at the device see page 70 Note For the Exchange mail and fax connectors and for the SMTP mail and fax connectors the Wizard automatically activates the Search while typ
128. or to network home directories Add the service account to a new or existing group in one of the following locations a On the domain controller for Windows domain based networks a OnNDS for Novell networks On the local machine for workgroups ShareScan uses this group when assigning permissions to the Inbox root directory and scan inboxes Note If multiple Services Managers are pointing to the same userdirs txt file in the Inbox root directory the group to which the service account belongs must be identical on all those Services Managers Give the group Full Control access rights to the Inbox root directory 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 eCopy ShareScan Installation and Setup Guide 131 Configuring Scan to eCopy Desktop After completing the pre configuration steps you can configure the connector To configure Scan to eCopy Desktop Connector properties 1 2 3 4 In the console tree click Scan to Desktop gt Properties Select the Display tab and then specify the settings see Table 9 Select the Configure tab Select either Scan Inbox Home Folder Settings or Destination Settings a If the connector profile uses scan inboxes or home directories select Scan Inbox Home Folder Settings and then click Properties specify the settings see Table 41 and see Table 42 and then click OK a Ifth
129. orary image files from the PC running the Services Manager When this check box is selected ShareScan writes over the files in the SharescanOPTemp folder multiple times with random characters There may be a small performance penalty associated with selecting this option Color Compression High The best text quality and the smallest file size Medium The best image quality a Document encryption is only as strong as the password used to generate the encryption key The rules specified on this tab are enforced when you enable encryption on the Services Document Settings tab for a connector profile If a user at a device enters a password that does not meet the requirements an error message appears and the user must enter a different password eCopy ShareScan Installation and Setup Guide 41 Configuring keyboard settings The Keyboard Settings tab enables you to select a language for the hard keyboard as well as for the on screen keyboard It also enables you to configure additional settings for the on screen keyboard Notes Some devices running ShareScan Embedded software support a hard keyboard and the on screen keyboard For ScanFront devices ShareScan automatically detects the USB hard keyboard but not a PS 2 hard keyboard You do not have to specify which keyboard to use on the device If you are using a Canon ScanFront device eCopy recommends that you use a USB hard keyboard If the ShareScan f
130. ow 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 m Single Forest m Multiple Forests Use this option if you have users spread across multiple forests and are using EAA External Associated Account to associate users in the resource forest m Hosted over the Internet Use this option if you have an Internet environment where your users access the server using Outlook Web Access OWA Connect using Enables you to select the type of connection used by your environment m Microsoft Outlook Libraries m HTTP HTTPS eCopy ShareScan Installation and Setup Guide 97 The Wizard prompts you to enter information based on your choice of envitonment settings See the following tables for descriptions of the information required for each field m Windows Server Account window see Table 24 Exchange Properties Basic Settings tab This window is available only if you select Exchange 5 5 as your server type m Windows Active Directory Server Account window see Table 24 Exchange Properties Basic Settings tab m Exchange Server window see Table 25 Exchange Properties Advanced Account Settings This window is available only if you select HTTP HTTPS as your connection protocol m Resource Forest window see Table 28 Exchange Properties Advanced Settings tab This window is availab
131. ows 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 eDirectory as the server type Fax Format settings are available for the eCopy connector for Fax via SMTP only TABLE 36 LDAP SMTP Properties Fax Format Settings Section Field Name Description Fax Address Format Cover Page Displays the fax format that you define in the Fax Address Format No Cover page window Format Opens the Fax Address Format window where you define the fax address format required by your fax server application or Internet fax service Refer to the documentation for your fax application to obtain the correct format for the fax address Since fax application vendors change these formatting schemes frequently make certain you obtain the current format eCopy ShareScan Installation and Setup Guide 123 eCopy Connector for Fax via SMTP The eCopy Connector for Fax via SMTP enables users to scan and fax documents from an eCopy have a enabled device through an SMTP e mail to fax gateway To use this connector you must network fax server and the appropriate SMTP server plug in The scanned document along with the sender and recipient information is sent to the SMTP server as a MIME formatted mail message The recip
132. p Out Red Enhance Green Enhance Blue Enhance The drop out values leave out the specified color during scanning The enhance values emphasize the specified color Affects the scanned image only when the Color Depth setting is B amp W or Grayscale The settings have no effect when the Color Depth setting is Color Remove Bleed Thru Yes No Keeps the images on the reverse side of a thin original document from appearing on the scanned image Remove Bleed 0 100 by 10 Adjust the level to match the type of document Thru Level Double Feed None m Ultrasonic sensors Enables the scanner to Detection Ultrasonic sensors SF 220eP only detect by ultrasonic sensors when two or more documents are fed together The scanner stops feeding when it detects a double feed This method is effective when documents overlap by 1 97 50mm or more Output Paper Size Mixed Originals Letter Legal A4 Ab A6 B5 B6 Statement 88 Reference Common configuration information for connectors TABLE 20 Canon ScanFront supported scanner settings continued Option Settings Comments Description Orientation Portrait Landscape Same As Originals Scaling 20 100 percent Mirror Yes Flips the image on the vertical axis to create a No mirror image eCopy ShareScan Installation and Setup Guide 89 Configuring Tracing settings The Tracing tab enables you to configure
133. pears Exchange Properties default mr Display Configure Local Address Book Content Express Main Window 48x48 Image Label Scan and Mail To configure the Display properties 1 Select the Display tab eCopy ShareScan Installation and Setup Guide 17 JEJ 2 To modify 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 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 18 Quick Start Installing and setting up ShareScan To configure the ShareScan User properties 1 Select the Configure tab This tab looks a little different for each connector but most of the connectors especially the e mail and fax connectors contain similar types of settings Note Some connectors such as the Exchange Connector include a Wizard that walks you through the standard environment settings For information about using the Wizard to initially configure an Exchange Connector profile see page 94 Exchange Properties exchange_express v Delete Display Configure Local Address Book ll Content Express Settings Summary Basic Settings User name Domain Find GC at runtime G
134. py Desktop uses the UDP User Datagram Protocol to communicate with the Inbox Agent eCopy Desktop bn UDP N A eCopy UDP Inbox p Scan Desktop s gt Agent E Ti e I IE gt inbox nr userdirs txt eCopy Desktop 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 lt auser gt eCopy Desktop sends a UDP message to the Inbox Agent requesting the path to your scan inbox The Inbox Agent looks up lt auser gt in the userdirs txt file and returns the path to eCopy Desktop which uses it to open auser s scan inbox eCopy ShareScan Installation and Setup Guide 139 If you do not enable the Inbox Agent each eCopy Desktop user must manually configure the path to the scan inbox For information about configuring eCopy Desktop see the eCopy Desktop documentation or Help 140 Reference Connector specific configuration information Scan to Printer The eCopy Scan to Printer Connector enables users at an eCopy enabled device to scan and print documents to a network printer regardless of its physical location Users can select various printing and page layout options To configure eCopy Scan to Printer Connector properties 1 In the console tree select Scan to Prin
135. r whose credentials were used to scan the document at the device User 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 previous entries to display when the user is prompted for the naming information If set to zero no previous values appear in the drop down list Separator Value The field separator character Time Format The time format eCopy ShareScan Installation and Setup Guide 73 Configuring the fax address format For fax connectots you must define the fax address format required by your fax server application or Internet fax service A sample format is shown below n Fax Number FAX Jane Doe FN 555 1212 CS L Recipient Name M ll Prefix Suffix Name Separator Fax Prefix Cover Page Attached To configure the fax address format You configure the fax address format in the Fax Address 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 From the connector Wizard or on the Fax Format tab of the Fax via Exchange Exchange Properties window Fax via Lotus Notes On the Fax Format tab in the connector s Properti
136. rch while typing check box If the Search while typing option is not enabled in the Administration console users at the scanning device will still be able to type in one or more characters and then activate the Search while typing option using one of the following methods m If the hard keyboard is selected the user can press the built in keyboard button located at the end of the text control m Ifthe hard keyboard was not selected or is not available the user presses the Search button on the soft keyboard screen Example A user enters c and nothing happens The user then presses the Search icon or button The Client then fills in the field with the first address list entry beginning with c eCopy ShareScan Installation and Setup Guide 71 Configuring file name and index fields You use the Field Editor or the Index Field Editor to add or edit fields that the user sees in the Client For information about index fields which you use with the optional Quick Connect Connector see the eCopy Quick Connect Administrators Guide When you create file name fields or index fields you select the field type in the editor Quick Connect the Scan to eCopy Desktop Connector the eCopy mail connectors and the Activity Tracking function use the Field Editor For information about the field types used by Scan to eCopy Desktop the mail connectors and the Activity Tracking function see Table 13 For information about the field types
137. re multiple devices Dual processor P4 3 2 GHz machines with scanning scan simultaneously for continuous periods Hyper Threading enabled and with at least with occasional creation of searchable text 1 GB of RAM Requires CPU intensive OCR processing by the Services Manager Heavy Same as light production scanning except Dual processor Xeon machines with at production that searchable text is created for all least 1 GB of RAM scanning scanned pages Includes file batching For the most effective throughput consider the following information m Memory is the most important element in the achievement of efficient throughput If the Services Manager PC is supporting more than 3 devices it must have at least 512 MB of RAM m While a fast IDE drive 7200 RPM is acceptable a fast SCSI drive 15 000 RPM improves throughput NTFS is the required drive format m Desktop or workstation P4 or Xeon class machines with more memory are more effective than traditional server class machines such as Intel Pentium III class machines with high I O throughput For the maximum number of devices supported for each hardware configuration and usage scenario refer to the eCopy Web site Your company s network configurations the amount of simultaneous scanning and the use of the Create Searchable Text option can affect system performance which in turn can affect the supported number of devices 168 Reference Installation envi
138. ree select Fax via Lotus Notes gt Properties Select the Display tab and then specify the settings see Table 9 Select the Configure tab and then specify the settings see Table 30 Select the Fax Format tab which displays samples of the current fax address format and then specify the Fax format see page 73 If your fax server uses an embedded tag enter the tag in the Cover Page Via Embedded Tag field Some fax servers use an embedded tag to indicate that a cover page is required When a user requests a cover page ShareScan adds the embedded tag string to the body of the message Select the Address Books tab and then specify the settings see Table 15 and see Table 16 Note This tab allows you to configure and enable the Lotus Notes Address Book and create configure and enable a fax address book All the fields are documented in the referenced tables Select the Content tab and then specify the settings see Table 10 Select the Express tab and then specify the settings see Table 11 Click Save select or specify the profile name and then click Save 112 Reference Connector specific configuration information TABLE 30 Fax via Lotus Notes Properties Configure tab Section ShareScan User The account used to access the Global Address List Field Button Name Description Active ID File The name of the Lotus Notes ID file installed on the local computer User Name The user name associated wi
139. ronment Services Manager PC worksheet Each site requires at least one network PC to run the Services Manager each Services Manager can support multiple eCopy enabled devices You should not install the Services Manager on a PC that is also running Microsoft Exchange server Copy and complete the following worksheet for each Services Manager you plan to install TABLE 53 Services Manager PC worksheet installed scan inboxes on a Novell server Item Notes Services Example Manager PC CPU type speed Review the hardware configuration P4 2 4 GHz guidelines see page 167 RAM 512 MB Operating system Windows XP Professional SP3 Windows XP Windows 2003 Server Windows 2008 Server Microsoft Windows Vista ShareScan Embedded supports Windows Vista Enterprise SP1 and Windows Vista Business SP1 Use the latest service packs and critical updates Drive size Minimum 40 GB 40 GB Drive type and format IDE or SCSI drive NTFS format is required IDE NTFS Network interface 10 100 NIC is required 10 100 card TCP IP installed Required Yes Client for Microsoft Required Yes Networks installed Novell client Required only for Novell authentication of No IP address Static IP address is required DNS server address Required only if you are using DNS see page 174 192 168 1 113 Domain or workgroup Runs in either environment domain eCopy ShareScan Installati
140. rosoft Outlook and Options OWA Outlook Web Access Importance Sensitivity Delivery Receipt Read Receipt Selecting the User Modify option for any of these settings enables the user to change the settings at the device Fax Format settings are available only for the eCopy Connector for Fax via Microsoft Exchange TABLE 27 Exchange Properties Fax Format Settings Section Field Name Description Fax Address Cover Page Displays the fax format that you define in the Fax Address Format Format No Cover page window Format Opens the Fax Address Format window where you define the fax address format required by your fax server application or Internet fax service Refer to the documentation for your fax application to obtain the correct format for the fax address Since fax application vendors change these formatting schemes frequently make certain you obtain the current format Valid characters in Fax number Enables you to define the characters allowed by your fax application or service as part of a fax address eCopy ShareScan Installation and Setup Guide 103 TABLE 28 Exchange Properties Advanced Settings tab Section Field Description Name Use External Resource Opens the Resource Forest Settings window where you specify Associated Account Forest information about a Global Catalog Server in the resource domain Available only if the m Locate Global Catalog Server
141. rvers the system will prompt the user to enter logon information even when Session Logon is enabled If you enable Session Logon for the Quick Connect 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 Quick Connect which is an add on connector has its own administration guide To configure Session Logon 1 In the console tree select System Information gt Properties and then select the Session Logon tab Select Enable Session Logon Configure the Session Logon settings see Table 4 Click Save Restart the Services Manager to apply the settings u F amp F WN eCopy ShareScan Installation and Setup Guide 43 TABLE 4 System properties Session Logon tab Section Field Name Description Directory Services The directory service that manages your list of users Windows Active Directory or Novell Directory Services Domain The Windows domain or for Novell the preferred NDS Server Name or IP address Search Parameters Search On The search criterion by which the system searches the user list m Windows Active Directory First Name Last Name Display Name or Account Name m Novell Directory Services First Name Last Name or User ID Base DN The base DN distinguished name or directory root which is the starting point of the search This option defaults
142. s Where common information exists cross references in this section are to the relevant section of the eCopy Connector for SMTP using LDAP documentation 124 Reference Connector specific configuration information To configure eCopy Connector for Fax via SMTP services 1 In the console tree select Fax via SMTP gt Services The Services pane appears 2 Configure the connector services see page 80 3 Click Save select the profile name and then click Save eCopy ShareScan Installation and Setup Guide 125 Scan to eCopy Desktop The eCopy Scan to eCopy Desktop Connector enables ShareScan users at an eCopy enabled device to scan documents and send them to recipients scan inboxes or to network home directory folders where the scanned documents can be retrieved by eCopy Desktop For information about using eCopy Desktop refer to the eCopy Desktop documentation or Help Depending on the configuration of the connector the recipient may be the user scanning the document or any other eCopy Desktop user whose scan inbox is set up to receive scanned documents via the connector The connector can also be configured to send scanned documents to storage destination specifically Windows Novell or FTP folders or to folders on a USB Flash Drive The following list provides several notes about this connector m You cannot configure a connector profile to send scanned documents to both scan inboxes home directories and a storage d
143. s list The user can accept the default subject or enter a new subject To specify the default note select Notes in the Message area and then select a note 4 Click Save to save changes to the profile 22 Quick Start Installing and setting up ShareScan To configure Express properties 1 Select the Express tab This feature enables you to create a profile that minimizes user interaction at the device the Send screen will not appear on the Client screen at the device Exchange Properties Display Configure Local Address Book Content Express C Enable Subject Note To 2 Select the Enable check box 3 Enter information in the Subject and Note fields The user at the device will not have to specify a subject line or a note Note When you enable Express the connector profile will not use the default subject line or notes that you may have already specified on the Content tab eCopy ShareScan Installation and Setup Guide 23 4 To specify one or mote recipients click the Add button associated with the To field The Add Recipients window opens 5 With the Search while typing option selected enter the first few characters of a recipient s name As you type the system displays names that match the characters you entered Type Name or Select from List car Display Name Carol Leine Carol Zangol 1 E SER 6 Select each recipient that you want to include on the To li
144. s of Lotus Development Corporation and or IBM Corporation in the United States other countries or both Intel and Pentium are registered trademarks of Intel Corporation ISIS is a registered trademark of EMC Corporation Microsoft Windows Windows NT Outlook and MS DOS are registered trademarks and Windows Server and Windows Vista are trademarks of Microsoft Corporation in the USA and in other countries Part of the software embedded in this product is SOAP software Portions created by gSOAP are Copyright C 2001 2004 Robert A van Engelen Genivia inc All Rights Reserved The software in this product was in part provided by Genivia Inc and any express or implied warranties including but not limited to the implied warranties of merchantability and fitness for a particular purpose are disclaimed in no event shall the author be liable for any direct indirect incidental special exemplary or consequential damages including but not limited to procurement of substitute goods or services loss of use data or profits or business interruption however caused and on any theory of liability whether in contract strict liability or tort including negligence or otherwise arising in any way out of the use of this software even if advised of the possibility of such damage All other terms and products are trademarks or registered trademarks of their respective owners and are hereby acknowledged Table of Contents Getting Started
145. scan userdirs txt Admin Full control Domain Admins not used in workgroups Full control applied automatically lt groupname gt Full control your designated ShareScan Administrator group Everyone None Supporting multiple Inbox root directories Por information on the support of multiple Inbox root directories refer to the Ask eCopy knowledge base or contact eCopy Customer Support 130 Reference Connector specific configuration information Preconfiguring 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 import profiles from earlier versions of the connector using the Import Export tool in the Administration console For more information see the Administration console Help If you have a Novell network with multiple trees you must set the Preferred tree field in the Novell client configuration so that the eCopy Inbox Agent and Scan to eCopy Desktop Connector will function properly Before you can configure Scan to eCopy Desktop in the Administration console a network administrator must complete the following steps To preconfigure Scan to eCopy Desktop 1 Create the Inbox root directory If the directory is on a Microsoft or Novell network you must shate it Create a service account that will deliver scanned documents to scan inboxes
146. screen When calibration is complete the Password page appears Specify a password for the device and then select Next A password is not required If you do not want to set a password leave the password field empty and then select Next The Network page appears This page enables you to connect the device to a network Specify the device s network settings and then select Save Note You must specify a valid device name IP address static address only subnet mask and default gateway If you do not have this information see your network administrator When prompted restart the device Enter the password and then select Next The ShareScan Addtess page appeats Enter the IP address of the PC where you installed ShareScan Do not enter the IP address of the ScanFront device You can find the IP address of the Services Manager PC in the Administration console immediately under the ShareScan node For example the IP address in the following sample screen is 10 10 14 217 f eCopy ShareScan Administration File Action View Help e amp B9 AB eve re J eCopy EN gu c TechWriter01 10 10 14 217 Techwritero1 System Information 10 10 14 2 Click Connect The ShareScan Client application appears indicating that you can now add the device to the ShareScan Services Manager see page 29 eCopy ShareScan Installation and Setup Guide 27 Web administration After setting up the devic
147. se address books See address books eCopyMail pass through 107 108 112 Date field type 71 default device inheritance of connector profiles from 144 default scanner settings 145 Default com entry 41 deleting product keys 47 temporary image files 40 detecting embedded devices 48 Device Name field type 71 device worksheet for eCopy enabled devices 170 directory services for Session Logon 43 disabling list of recipients LDAP SMTP 121 Display settings 64 distinguished name 118 DNS server 174 Document Settings configuring 81 Document Name option 83 Document Security option 82 Document Tracking 151 configuring 151 enabling 84 location of folder for 152 Domain Name System DNS 166 domains multiple support for 173 Session Logon and 43 Domino HTTP server 107 108 112 DominoPerson attribute LDAP 120 dynamic IP addresses 166 E eCopy Connector for Fax via Lotus Notes See Fax via Lotus 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 SMTP using LDAP See SMTP using LDAP Connector eCopy format 82 eCopy Scan to eCopy Desktop Connector See Scan to eCopy Desktop Connector eCopy Scan to Printer Connector See Scan to Printer Connector eCopyMail pass through database 107 108 112 e mail address format in Lot
148. se call Customer Support To enter a product key manually 1 In the console tree select System Information gt Licensing 2 Use either of the following methods to enter the product key a Click lt ENTER PRODUCT KEY to make the edit field active enter the product key in the field and then press ENTER Click New Key and enter the product key in the window that opens The system automatically fills in the remaining fields with information about the product key 3 Click OK When you add a product key for a device running ShareScan Embedded software the License Information tab displays product key information You must now add the device see page 48 eCopy ShareScan Installation and Setup Guide 47 To import product keys 1 Create a text txt file containing all your product keys or if you received a CD with g J P y gt gt y product keys access the text file on the CD If you received your product keys by e mail you can copy and paste them into Notepad and save the file with a txt extension Make sure you enter the product keys accurately The Load Keys function does not report invalid keys 2 In the console tree select System Information gt Licensing Click Load Keys The Open window opens 4 Select the text file containing the product keys and then click Open The License Information tab displays the imported keys Deleting product keys You should only delete a key if you are upgrading the li
149. server 114 Global Address List 107 113 Global Catalog Server 93 groups displaying in Active Directory list of recipients SMTP using LDAP 116 119 H hard keyboard See keyboard hardware configuration guidelines 167 Help accessing 2 hiding settings screen 140 Home screen 159 host names resolving 166 HOSTS file 174 l IBM Domino Server 114 ID Services 153 IDE drive 167 image files naming 83 image format of scanned document 82 Image Quality setting 40 image for connector button 64 Import utility 54 Inbox Agent Scan to eCopy Desktop 138 ports used with 171 index fields Quick Connect 71 inheritance of connector profiles 144 Input Paper Size setting 85 installation environment 165 installing connectors 58 Lotus Notes e mail or fax connectors 10 ShareScan 9 SQL Express 76 Internet Address Book 79 169 180 Index K keyboard on screen configuring 41 on screen using 156 157 Search while typing option and 70 See also Services Manager L label for connector button 64 language for keyboard 41 for searchable text creation 40 LDAP advanced and custom attributes 120 custom attributes 120 server 114 115 118 usets selecting from LDAP tree 115 LDAP MAPI protocol configuration 93 LDAP WEBDAV protocol configuration 93 license report generating 50 licensing devices 11 45 status options 45 See also product keys Local Address Book 79 94 113 161 log files activity tracking information captured in 14
150. siida riiin eii Gee eas 1 F rtherinformidllon sser neenheite isch Pad wet dei heed Tee denned E bv as 2 Customer support SEMIS des cte DR C CE ERO REO e das 3 Contact information oese a oo ri iste ir Bea ous e dr oed secte Sotelo e coe Lut 3 Quick Start Installing and setting up ShareScan 5 Product components acs vies ERG RR EUROPEA UP RM hrs 6 Installatiofitasks oom e bs REN epe ELEDUU CLR esi e emend ep 8 Installing ecopy shareScarm essor pe op Gere ROREM EY Ci 9 Licensing devices srai ta ee ee Ae ad ed dede c idend grobe Peri 11 Configuring and activating connector profiles liiis esses 15 Specifying properties for a connector profile 0 0 0 0 00 cee 16 Specifying services for a connector profile liiis seh 24 Setting up the Canon ScanFront device 6 eee 26 Web administratlon 3 sede xe ee ra CO RARE GU EDS 27 Activating connector profiles enim tee lane DUE tithes tee ee dee eee ek 32 Reference Configuring the system 35 Starting stopping and restarting the Services Manager lss sees 36 Setting security options for a Services Manager ssee es 37 Config ring system properties s s erates URGE UI RE EGG SPEquu ds 39 Configuring general system properties liiis 39 Configuring advanced system properties 0 0 00 sels 39 Configuring keyboard settings 41 Configuring Session Logon ek eee 42 Configuring systemitr
151. st and then click To gt in the Message Recipients area Message Recipients CLangers company com 7 Click OK The console displays the recipients in the To list The user at the device will not have to select any recipients 8 Click Save to save changes to the profile 24 Quick Start Installing and setting up ShareScan Specifying services for a connector profile There are three core services available to connector profiles m Document Settings m Scanner Settings m Tracing Settings This section describes the basic process of configuring the Document Settings and Scanner Setting services For information about configuring Tracing Settings see page 89 To access the Services pane for a connector 1 In the console tree select Connectors Double click Exchange Double click Services The Services available for Exchange pane appears Services available for Exchange exchange express IM Document Settings Scanner Settings Tracing Options t Encryption Off User modify gt Document Security Document password enabled A Searchable Text off User modify E File Format PDF CO User modify Document Name Default File Name Blank Page Removal Off b Threshold KB 10 _ User modify Oy Batching Off gt M eCopy ShareScan Installation and Setup Guide 25 To configure the Document Settings service 1 2 Select the Document Settings tab
152. stall the Lotus Notes client before you can install the Lotus Notes e mail or fax connector The Lotus Notes e mail and fax connectors will not be available for installation unless the Lotus Notes client is installed on the computer running the Services Manager If the Lotus Notes client installation program prompts you to choose between the Multi User Install option and the Single User Install option make sure that you select the Single User Install option ShareScan typically uses the login name specified in the Active ID file to access the Global Address List while sending messages from the uset s personal Lotus Notes account To configure eCopy Connector for Lotus Notes Mail properties 1 In the console tree select Lotus Notes Mail Properties 2 Select the Display tab and then specify the settings see Table 9 3 Select the Configure tab and then specify the settings see Table 29 4 Select the Address Books tab and then specify the settings see Table 15 and see Table 16 Note This tab allows you to configure and enable the Lotus Notes Address Book and create configure and enable an Internet address book All the fields are documented in the referenced tables 5 Select the Content tab and then specity the settings see Table 10 6 Select the Express tab and then specify the settings see Table 11 7 Click Save select or specify the profile name and then click Save 108 Reference Connector specific configuration informat
153. starting point Optimizes LDAP queries and improves performance Sender Search The search criterion that the server uses to find the sender m First Name m Last Name m Common Name m User ID The setting defines the information that the user sees on the Logon screen at the device Recipient The search criterion that the server uses to find the recipient Search m Common Name for Mail via m First Name SMTP using m Last Name LDAP only m 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 that you retain the default setting Common Name If you select any other search criterion users who want to send documents to a group must enter the complete e mail address of the group at the device Search while Enables or disables the Search while typing option at the device see typing page 70 SMTP Settings Server The SMTP server name Port The SMTP port number eCopy ShareScan Installation and Setup Guide 117 TABLE 31 Wizard settings SMTP using LDAP continued Wizard Window Field Description User Logon None Sends the user at the device directly to the Send screen without Settings displaying the Logon screen If you select this option you must specify a generic e mail address or select
154. t Specify Specifies a default file name for the scanned documents Name Advanced Specifies the fields that are used to build a file name for the scanned documents You use the Add Edit File Name Fields window and the Field Editor to specify the fields See the Advanced file naming settings topic in the Help for more information The system adds the Authenticated User name to the file name only if Session Logon is enabled User The user can override the default setting Only available if you select the Specify modify Name option BlankPage On Removes blank pages from the scanned documents when the file size is within Removal the range specified in the Threshold field for black Canon ScanFront devices have a scanner setting called Skip Blank Page that and white removes blank pages based on analysis of the content of each page Therefore if documents a user enables the Skip Blank Page option at the device blank pages will be only removed based on content not on file size In this case the Services Manager will not need to use the Blank Page Removal setting because the pages will have been removed during scanning 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 for blank pages The threshold can be an absolute value or a range for example 10 or 10 25 User The user can override the default setting mod
155. t Search At window where you can select a Base DN in the Active Directory forest Only users within the DN can authenticate However documents can be sent to any user in the forest If this field is left blank the search includes the entire forest Domain Controller settings LDAP Port The port that you want the domain controller to use Default is 389 Server requires SSL for communication Select this option if the Global Catalog Server requires a Secure Socket Layer SSL eCopy ShareScan Installation and Setup Guide 137 TABLE 44 Scan to eCopy Desktop Advanced Account settings continued Environment type Field name Description Novell eDirectory Novell Locate server at runtime The connector finds the Global Catalog eDirectory Server at runtime Server settings Always use the following server The name of the Novell eDirectory Server to be used at the device LDAP Port The port that you want the server to use Default is 389 Server requires SSL for communication Select this option if the Novell eDirectory Server requires a Secure Socket Layer SSL Server allows eDirectory can obtain information from the server without Anonymous authenticating the user Bind Search On The search criterion that the server uses to find the sender m First Name m Last Name m Common Name m User ID The setting defines the information that the user sees on the Logon screen
156. tab and then specify the settings see Table 10 Select the Express tab and then specify the settings see Table 11 Click Save select or specify the profile name and then click Save To configure eCopy Connector for Fax via Microsoft Exchange services 1 In the console tree select Fax via Exchange gt Services The Services pane appeats Configure the connector services see page 80 Click Save select the profile name and then click Save eCopy ShareScan Installation and Setup Guide 107 eCopy Connector for Lotus Notes Mail The eCopy Connector for Lotus Notes Mail enables users to send scanned documents from an eCopy enabled device as e mail attachments from a generic Lotus Notes account or from the user s personal Lotus Notes account eCopy recommends that you create a generic Lotus Notes account for use by ShareScan Before e mail can be sent from a personal Lotus Notes account you configure the eCopyMail pass through database on a Domino HTTP server Refer to the technical documentation in the following directory for further information and setup instructions c Program Files eCopy ShareScanOP ShareScanOPManager Connectors LNotesMail PassThruDB The connector provides access to the Lotus Notes address book as well as to the local Internet address book When a user sends e mail from a personal Lotus Notes account a copy of the message is automatically delivered to the sender s Inbox folder Important You must in
157. ter gt 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 45 4 Click Save select ot specify the profile name and then click Save TABLE 45 Scan to Printer Properties Configure tab Field Button Description Enable Express Does not display the settings screen to the user at the device The scanned Mode documents print directly to the default printer using the default print settings from the print driver Available Printers The printers that will be available at the device Set default printer Used to specify the default printer The name of the default printer appears in blue at the top of the list eCopy ShareScan Installation and Setup Guide 141 To configure eCopy Scan to Printer Connector services 1 In the console tree select Scan to Printer gt Services 2 Configure the connector services see page 80 3 Click Save select the profile name and then click Save eCopy ShareScan Installation and Setup Guide 143 Reference Managing eCopy enabled devices Managing eCopy enabled devices involves various tasks such as specifying the default device For information about adding devices running ShareScan Embedded software see the Adding a device with an embedded Client section in the installation guide provided with the embedded products In this chapter m Specifying a default devic
158. th the Active ID file Password The password associated with the Active ID file Test Validates the logon information 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 Send Port and encryption options Domino Server Mail Send Port The name of the HTTP HTTPS server where the eCopyMail pass through database is installed m For HTTP Enter the server name IP address or fully qualified domain name as appropriate for your Domino environment m For SSL HTTPS Enter the server name exactly as it appears in the SSL certificate For example if the name is sphere ecopydocs com enter this text in the field The port number used to send mail defaults are 80 for HTTP 443 for SSL HTTP Use SSL HTTPS Encrypts communication with the HTTP server using SSL HTTPS a eCopy recommends that you create a generic Lotus Notes account for use by ShareScan To configure eCopy Connector for Fax via Lotus Notes services 1 In the console tree select Fax via Lotus Notes gt Services The Services pane appears 2 Configure the connector services see page 8
159. the Configure tab only if you need to make custom modifications after the initial configuration 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 account forests see page 95 Select the Local Address Book tab and then specify the settings see Table 15 and see Table 16 Note This tab allows you to create configure and enable an Internet address book All the fields are documented in the referenced tables Select the Content tab and then specify the settings see page 65 Select the Express tab and then specify the settings see page 67 Click Save select or specity the profile name and then click Save eCopy ShareScan Installation and Setup Guide 95 To configure eCopy Connector for Microsoft Exchange services 1 In the console tree select Exchange gt Services The Services pane appears Configure the connector services see page 80 Click Save select the profile name and then click Save To add additional account forests This procedure applies only to environments that use an External Associated Account EAA and contain multiple forests 1 After using the Wizard to configure your environment settings select Properties on the Configure tab and then select the Advanced Settings tab Make sure that the current protocol matches the protocol for your environment If you change th
160. the User modify option or select both Generic e A generic e mail address that is used as the sender account for all e mail mail User modify The user at the device can modify the sender s e mail address LDAP Requires the user at the device to enter the user name and password specified for the LDAP server Windows Enables users at the device to use their Windows logon information domain via the SAMAccountName attribute to log on The Domain field specifies the Windows domain name populated from the Account Settings window This is required if you select 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 Cover Page Displays the fax format that you define in the Fax Address Format Format No Cover window For Fax via SMTP Page using LDAP only Format Opens the Fax Address Format window where you define the fax address format required by your fax server application or Internet fax service see page 73 Refer to the documentation for your fax application to obtain the correct format for the fax address Since fax application vendors change these formatting schemes frequently make certain you obtain the current format Settings Summary Enables you to review your settings Use the Back button if you need to change any settings Use the Fin
161. the user sending the scanned document For example when a connector is configured to use a generic e mail account to send scanned documents the Services Manager will record both the name of the logged on user and the name used for the generic e mail account DOMAIN The domain specified for Session Logon 150 Reference Managing eCopy enabled devices Configuring the Additional Fields function The Additional Fields function enables you to obtain more tracking information such as an account number or patient ID from users at the device The system prompts users to enter the information before the document is scanned The system adds the information to each entry in the log file immediately before the machine name To configure additional activity tracking fields 1 In the console tree select Devices gt lt device_name gt gt Activity Tracking 2 Select the Activity Logging tab and then select Enable 3 Select the Additional Fields tab and then select Enable Activity Tracking Activity Logging Document Tracking Additional Fields ID Services 5 Enable New Field Name Default Min Max User modify 4 To create a new activity tracking field click New The Field Editor window opens 5 Specify the settings see page 71 and then click OK 6 Click Save eCopy ShareScan Installation and Setup Guide 151 Configuring the Document Tracking function The Document Tracking function enables you to save a cop
162. then specify the settings see Table 11 7 Click Save select or specify the profile name and then click Save 114 Reference Connector specific configuration information To configure the eCopy Connector for SMTP using LDAP services 1 In the console tree select LDAP SMTP gt Services The Services pane appeats 2 Configure the connector services see page 80 3 Click Save select the profile name and then click Save SMTP using LDAP connector Wizard settings The Wizard enables administrators to initially configure the connector Many windows contain a Test button that enables you to validate the logon information or test the server connection TABLE 31 Wizard settings SMTP using LDAP Wizard Window Field Description LDAP Server Type Server Type The available server types Generic LDAP Server Windows Active Directory Windows Active Directory Untrusted Novell eDirectory Netscape LDAP Server Open LDAP Server IBM Domino Server Your selection enables the Wizard to set your user ID e mail address first name last name and common name If your server type is not on the list select the Generic LDAP Server option Windows Active Directory Server Account Available only if you select Active Directory as the server type Account Settings Active Directory Server Account settings m User name m Password m Domain The Wizard uses this information to set the user DN and s
163. tion is not selected Select one of the following user authentication options None Runtime credentials from Scan to Desktop Service account from Scan to Desktop These options do not require the user to provide credentials at the device w Test the credentials and then click OK to return to the Configure tab Click Save select or specify the profile name and then click Save 70 Reference Common configuration information for connectors Configuring the Search while typing option The Search while typing option enables ShareScan to automatically search for matching address list entries after each character the user enters This is a useful feature when the user is searching a long list for an entry The user does not have to type the entire name in the field Example A user wants to enter Chris Levesque in a user name field As the user enters c the Client displays the first address entry that begins with c As the user enters h the Client displays the first address entry that begins with ch As the user enters r the Client displays the first address entry that begins with chr If there are multiple users with the name Chris the user can press the down arrow and select Chris Levesque eCopy recommends that you select this option only when the address list server responds fast enough to allow rapid auto completion By default this option is enabled If you do not want to use it you must clear the Sea
164. 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 m Anonymous No user name or password required This is the default setting m Use Credentials The user name and password required to access the directory service Search while typing Enables or disables the Search while typing option at the device Authentication Type The type of authentication required by the server Windows or Novell Displays the authentication type selected under Directory Services 44 Reference Configuring the system Configuring system tracing The system can write transaction information to a trace file to help with troubleshooting You typically use this feature only when you are working with Customer Support Enabling 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 Off On Disables or enables file tracing Properties Directory The location of the trace file Max Size The maxi
165. topic in the Administration console Help Common functions The following table describes functions that are common to many ShareScan operations TABLE 8 Common functions Function Description Defaults Restores the default settings such as the Display properties Deletes any custom entries Edit Edits the selected entry Delete Deletes the selected entry Move Up Moves the selected entry up in a list The top item in a list is the default Move Down Moves the selected entry down in the list 64 Reference Common configuration information for connectors Configuring the Display properties The Display tab specifies the image and label that will be used on the connector button which appears on the touch screen To configure the Display properties 1 In the console tree select connector name gt Properties 2 Select the Display tab and then specify the settings see Table 9 3 Click Save select or specify the profile name and then click Save TABLE 9 Connector Properties Display tab Field Description Image Used to select a gif or jpg file gif files have the advantage of transparency Maximum dimensions for the image are 64x64 pixels Label Used to enter up to three short lines of text Press ENTER between each line To make sure the lines of text fit on the button save the connector profile activate the connector and then view the button on the device s touch screen
166. total number of pages scanned at the selected device After selecting a device specify the time period for which you want to create the report 3 Click Print to print the current bar graph 4 Click Refresh to update the graph to reflect recent activity eCopy ShareScan Installation and Setup Guide 53 Backing up and sharing configuration files The Export Import utility enables you to perform the following administrative tasks m Copy configuration files to a backup directory m Restore the Services Manager to a previously saved configuration m Copy configuration files to other Services Managers The configuration files include the following items m The system profile and forms System xml m The profiles and forms associated with all installed connectors lt connector gt xml m All image files used by the connectors Important When you import connector profiles and forms the imported information overwrites the existing information To export files 1 To access the utility use either of the following methods a Select the Services Manager and then click the Export or Import Profiles icon on the Administration console toolbar 3 E ASB a a a Right click the Services Manager and then select Export Import Utility The Export Import Utility window opens Click Export configuration Select the items and connectors to back up 4 Select the target folder If you are copying files to share with other Servi
167. unning Go to the Administration console In the console tree right click Devices and then select Add a new device The Add Device window lists all available ScanFront devices The window displays IP Address information the name of the device the Client software version the Services Managet that is currently managing the device and the domain If a device that you want to add does not appear in the list of available devices click Refresh Select the device or devices that you want to license and then click OK When the system prompts you to confirm the device that you want to add to the device list click Yes The system displays the product key information Product Key Information Product Key Product Type Vendor Expires On Host Name Device Type Device ID UTMTQ3W PADSAQ6 XXXXXXX ScanFront NEVER CEDEVICESHILPA CANON SCANFRONT 220P 10 10 6 29 ShareScan Client running on device CEDEVICESHILPA will stop Functioning in 30 days unless the Product Key is activated Activate Now Activate Later 30 Quick Start Installing and setting up ShareScan To activate the license and generate a report 1 To activate the license through the Internet click Activate Now Note If you cannot activate a license immediately you have 30 days in which to activate it The activation process only takes a couple of minutes 2 Read the registration message click OK and then click Done
168. ure the appropriate level of scan inbox privacy The connector uses the ShareScan Administrator group you designate in the Scan to Desktop Properties window to implement the required security TABLE 37 Scan to eCopy Desktop Security for scan inboxes System Role Permissions Windows Active Administrators Full control Directory Domain Administrators Full control Not used in workgroups lt groupname gt Full control your designated ShareScan Administrator group lt owner gt Full control of the owner s individual inbox folder Novell NDS Admin Full control lt groupname gt Full control your designated ShareScan Administrator group lt owner gt Full control eCopy ShareScan Installation and Setup Guide 127 m Home Directories The network administrator must create these directories If you configure the connector to use a network home directory to store scanned documents the connector automatically uses the Scan to Self and Authenticate Users options Network security ensures that only the Local Administrator the ShareScan Administrator and the local user can read from or write to the root of the network home directory or to the specified subdirectory Scan to eCopy Desktop must connect to the specified folder as the owner of the home directory Important Network home directories configured through a logon script are not supported You configure a Scan to eCopy Desktop con
169. us Notes Mail messages 66 e mail sending options 108 112 embedded devices adding 48 embedded tags used by fax server 106 110 123 encryption properties 40 82 Environment setting Exchange 96 Equitrac cost recovery system activity tracking and 146 exceptions firewall 169 Exchange server 98 Export utility 53 Express configuring 67 Scan to eCopy Desktop and 69 Scan to Printer and 140 External Associated Accounts EAA 95 F fax address books 79 fax address format configuring 73 See also Fax via Lotus Notes Connector Fax via Microsoft Exchange Connector Fax via SMTP Connector RightFax Connector fax number 68 Fax via Lotus Notes Connector 110 configuring 111 fax address format configuring for 73 Pax via Microsoft Exchange Connector 105 configuring 106 fax address format configuring for 73 Fax via SMTP Connector 123 configuring 123 fax address format configuring for 73 field types 71 72 fields file name and index configuring 71 separator character 72 size of 71 types of 71 72 File Format option 82 file name fields 71 File Size field type 71 fingerprint scanner 156 firewalls firewall and switch worksheet 171 managing 169 179 firmware updating on ScanFront device 28 forests See account forests resource forests G general system properties 39 See also Services Manager generic e mail accounts 117 Lotus Notes 107 Microsoft Exchange 98 generic e mail accounts SMTP using LDAP 122 generic LDAP
170. used by Quick Connect see the eCopy Quic amp Connect Administrators Guide The following fields are available in the Field Editor window TABLE 12 Field Editor options Section Field Description Properties Name The identifier for the field 15 characters maximum Type The field type see Table 13 Default The default value optional User modify Enables the user to modify the default value Field Size Minimum The minimum number of characters allowed Maximum The maximum number of characters allowed Remember The number of most recently used values to display in the drop down list The following table lists available field types Each connector as well as Activity Tracking supports a unique group of field types 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 Date Format The appropriate date format according to local conventions Device Name No additional settings File Size The size in KB of the scanned file 72 Reference Conmmon configuration information for connectors TABLE 13 Field Editor Available field types continued Field Type Available Settings Authenticated The use
171. user must have access rights to the specified location Domain Use Activity Uses the same credentials that are specified using the Credentials button Tracking on the Activity Logging tab If you select this option the system fills in the Credentials credentials on this screen eCopy ShareScan Installation and Setup Guide 153 Configuring the ID Services function ID Services are available on compatible MFP devices that use identification devices such as card readers or proximity cards ID Services allow user authentication credentials from the identification device to be encrypted and passed to ShareScan This preserves security and streamlines the logon 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 Activity Tracking is enabled 3 Select the ID Services tab Activity Tracking Activity Logging Document Tracking Additional Fields ID Services Save Enable Port 9425 C Enable Tracing Encryption Type TripleDES v Path E Documents and SettingsXE COPY Desktops isnon Key 84D7662AAE4E49DABC1 269FB Session Logon must be enabled 4 Enable the servi
172. ust set the Preferred tree field in the Novell client configuration for the eCopy Inbox Agent see page 138 and Scan to eCopy Desktop connector to function properly Index A access to Activity Log file 148 to addresses in Contacts folder 102 to devices 37 48 to Document Tracking folder 152 to Global Catalog Server to Help 2 to LDAP server 115 to remote devices 173 to Session Logon directories 43 account forests Exchange 95 activating connector profiles 61 licenses 49 See also licensing devices product keys Active Directory See Windows Active Directory Active ID file 107 108 110 112 Activity Logging 146 148 Activity Tracking configuring 147 configuring additional fields for 150 adding messages to Sent Items folder Exchange 101 Additional Fields configuring for Activity Tracking 150 address books adding recipients from 67 connector profiles and 79 creating databases for 77 in Microsoft Outlook 102 addresses adding 79 in Contacts folder 102 Administration console 7 installing 9 remote administration from 55 advanced system properties 39 See also Services Manager Alphanumeric field type 71 anonymous access Session Logon and 43 to LDAP server 115 118 to SMTP server 121 authentication against Exchange server 98 100 against LDAP server 115 118 against SMTP server 121 home directories and Scan to eCopy Desktop 127 scan inboxes on Novell server 168 175 Session Logon and 43 automati
173. y of every scanned document as a PDF file in a secure network location that is in the same domain as the Services Manager PC This function also adds the name of the PDF file to the Activity Tracking log The Document Tracking function works only when Activity Tracking is enabled for the device You turn the Document Tracking function on or off for individual connector profiles see Table 18 To configure the Document Tracking function 1 In the console tree select Devices gt lt device_name gt gt Activity Tracking 2 Select the Activity Logging tab and then select Enable 3 Select the Document Tracking tab Activity Tracking Activity Logging Document Tracking Additional Fields ID Services Folder Location C Program Files eCopy ShareScan ShareS canO PManager ActivityT racking T echwiit ka Credentials to access the folder location User Name Password Domain C Use Activity Tracking Credentials 4 Specify the settings see Table 48 5 Click Save 152 Reference Managing eCopy enabled devices TABLE 48 Devices Document Tracking folder settings Section Field Description Folder Location field The full path and file name for the folder The location must be in the Location current Windows domain 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 Password The
174. your environment now and activate them when you need to use them For example if you are in a Windows environment you do not need to install the Lotus Notes Mail and Fax connectors If you want to install a connector later you must go through the installation process again To install the software 1 Insert the eCopy ShareScan CD Disk 1 in the drive The Launch window opens Click Install ShareScan The InstallShield Wizard determines the locale on the computer where you are installing ShareScan the locale determines the language for the installation Note If you need to install ShareScan in a different language browse to the ShareScan exe file on the CD and then double click the file The installation program will prompt you to select a language for the installation The InstallShield Wizard displays a screen that identifies software that must be installed on your system before you install ShareScan including MSXML6 0 SP1 Microsoft Visual Studio C Redistributables Java 2 Standard Edition Runtime Environment 5 0 UPdate 14 and Apache TomCat 5 5 Click Install to install the required software and then follow the prompts accepting the Apache Tomcat default settings When installation of the required software is complete the Welcome window for the ShareScan installation opens Click Next The Destination Folder window opens where you can accept the default folder recommended or select a different folder 10 Qu

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