eCopy ShareScan® 5.
Licensing, Copyright, and Trademark information The information in this document is subject to change and does not represent a commitment on the part of Nuance Communications, 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.
Customer Support services Customer Support services include the following components: n Customer support for licensing, registration, and other non-technical issues n Technical support n Hardware RMA (Return Merchandise Authorization), where applicable Note: Nuance Communications does not provide hardware support. Contact your hardware dealer/distributor, or system integrator for support information.
ShareScan Installation Guide The eCopy ShareScan software extends the capabilities of digital copiers and scanners. When installing and setting up a ShareScan system, you must be familiar with the scanning devices that you will use with ShareScan, the ShareScan software components, and the basic installation and configuration workflow. This guide is intended for administrators responsible for the initial installation, configuration, and licensing of ShareScan.
1.3.2 - eCopy connector for IBM Lotus Notes (Mail and/or Fax) 9 1.3.2.1 - Supported versions 9 1.3.2.2 - Installation prerequisites and suggestions 9 1.3.3 - eCopy connector for LDAP/SMTP (Mail and/or Fax) 1.3.3.1 - Supported versions 9 9 1.3.3.2 - Installation prerequisites and suggestions 1.3.4 - eCopy Scan to Desktop 10 10 1.3.4.1 - Installation prerequisites and suggestions 1.3.5 - eCopy Quick Connect 10 11 1.3.5.1 - Supported versions 11 1.3.5.
2 - Installing ShareScan 16 2.1- Basic workflow 16 2.2- Installing ShareScan 16 2.2.1 - Custom database installation options 18 2.2.1.1 - No SQL is installed 18 2.2.1.2 - Only ShareScan is installed 18 2.2.1.3 - Only the ShareScan database and the SQL server are installed 18 2.3- Adding devices 18 2.4- Upgrading ShareScan 19 2.4.1 - Upgrading from ShareScan 4.x 19 2.4.2 - Upgrading ShareScan 5 with Service Packs 20 3 - Client-side installation 20 3.
5.1- ScanStation post-install 28 5.2- Send to eCopy service 28 5.2.1 - Send to eCopy configuration options 29 5.2.1.1 - Configuration settings: 29 5.2.1.2 - Send to eCopy ShareScan settings 29 5.3- Configuring ShareScan (examples) 30 5.3.1 - To configure a service (example – Activity Tracking): 30 5.3.2 - To configure an Extender (example – Forms Processing Extender): 30 5.3.3 - To configure a Quick Connect connector profile to use Forms Processing Extender data 31 5.3.
1.1.2 - Virtual environments n VMware ESX v4 and the ESX Server portion of VSphere v4 n VMware Workstation 6.5 or 6.5.5 1.1.3 - Memory Configuration n 2 GB physical memory (minimum); 4 GB recommended (8 GB recommended for systems using 100+ MFPs) n 5 GB disk space (including SQL server and prerequisites) 1.1.
n n n n If you plan to use the Single Sign On feature of the Session Logon service, ensure that the ShareScan Manager PC is a member of the domain for which Session Logon is configured. Check whether you have a working, installed Java runtime environment by running java –version via cmd.exe. If the command does not display a version number, (re)install Java runtime environment to make ShareScan client applications work properly.
n n n n Host Name: The host name must not exceed 60 characters. Device host names are resolved using DNS. This happens once you have added a device and confirmed it. If the device is not registered in the DNS, then its name in the Devices tab (Administration Console) may change after confirmation. Note that changing the host name after installation can cause licensing and database issues, and is therefore not supported. Network Attached Storage Devices (NAS): ShareScan 5.0 does not support NAS devices.
1.3.1 - eCopy connector for Microsoft Exchange (Mail and/or Fax) 1.3.1.1 - Supported Versions: n n Microsoft Exchange 2003 / 2007 / 2010 For information on supported Microsoft Exchange versions, go to https://www.gosavo.com/ENGAGE and search for ShareScan 5.0 Compatibility Matrix. 1.3.1.2 - Installation Prerequisites A nd Suggestions n n n If configuring the Exchange connector using EWS or WebDAV protocols, the Exchange server SSL certificate must be installed on the PC running ShareScan Manager.
l For Exchange Fax connector it is [COMMON_ APPDATA]\Nuance\ShareScan\connectors\ExchangeFax\Data\ExchangeFaxStore.xml n An example of applying the property value: - …
- EU-Exch-Cas.Nuance.Com
1.3.2 - eCopy connector for IBM Lotus Notes (Mail and/or Fax) 1.3.2.
n For information on supported LDAP versions, go to https://www.gosavo.com/ENGAGE and search for ShareScan 5.0 Compatibility Matrix. 1.3.3.
The group used must be created on the domain controller for domain-based networks, on NDS for Novell networks, or on the local machine if the customer is running in a workgroup environment. ShareScan uses this group when assigning permissions to the inbox Root Directory and scan inboxes and requires Full Control.
1.3.6 - eCopy connector for OpenText Fax Server (RightFax Edition) 1.3.6.1 - Supported Versions n For information on supported RightFax versions, go to https://www.gosavo.com/ENGAGE and search for ShareScan 5.0 Compatibility Matrix. 1.3.6.2 - Installation Prerequisites A nd Suggestions n n n The administrator will be prompted to enter a valid RightFax or NT Authentication user name and password. The RightFax server name will also need to be entered.
n n n The connector does not fully support storing to workspaces. Storing to an Attendees location is inconsistent and may result in failure to store the scanned document. The All Day Event, Recurrence, and Workspace checkboxes will not appear in the calendar list. For more information on Microsoft SharePoint, go to https://www.gosavo.com/ENGAGE and find the relevant PowerPoint presentation which covers many common connector workflows in ShareScan 5.0. 1.3.9 - eCopy connector for EMC Documentum 1.3.9.
1.3.10 - eCopy connector for Autonomy iManage WorkSite 1.3.10.1 - Supported Versions n n Autonomy (Interwoven) iManage (WorkSite) 8.0, 8.2, 8.4, 8.5 For more information on supported Worksite versions, see https://www.gosavo.com/ENGAGE and search for ShareScan 5.0 Compatibility Matrix. 1.3.10.
n n n n When the eDOCS DM Extension Client v 5.1.0.5 SR6 or later is installed on the same computer as the ShareScan Manager (not in the same domain as the DM server), you cannot configure the eCopy connector. Default values that are assigned by the eDOCS DM server appear in the Client. To use a different value, you must remove the default value and then use the Search feature or the "Search while typing" option to specify the new value.
HTTP or HTTPS; instead it uses TCP/IP and LAPI over the specified port. Even if port 80 is entered in the port field, it will not force the connector to communicate over HTTP or HTTPS. l l Port - This is the port that the LiveLink Server is communicating on. The default is 2099. Username and Password - This is a user account that the connecter uses to test the connection and get a list of usernames to display to the user for selection.
Tomcat already installed, remove it prior to installing ShareScan. If you have Skype installed, it can conflict with the Apache Tomcat installed by ShareScan. To avoid this, ensure that the Use port 80 and 443 as alternatives for incoming connections option is unchecked in Skype. Ports to be left open Ensure that the following ports are left open: n TCP: 80, 8080, 443, 9030, 9100, 9600, 9601, 9200-9220, 50001, 50002, 2121, 8009, 8005 n UDP: 8125, 161, 9988, 8899 To install the software: 1.
12. Click Next. The Ready to Install the Program window opens. 13. Click Install. 14. When the installation is complete, click Finish. If you want to launch the Administration Console immediately, select the checkbox. You are now ready to configure a connector profile. 2.2.
To add a device to the Manager: 1. Make sure that the device you want to add is running, and is not in sleep/energy save mode. 2. In the Administration Console, on the Ribbon, click Add Device. You can also select Devices on the Welcome page and then right-click in the Device Configuration pane and select Add Device. The Add Devices window opens.
2.4.2 - Upgrading ShareScan 5 with Service Packs If you are upgrading from and existing version of ShareScan 5 1. Close the Administration Console. 2. Run the Service Pack executable. Service Packs do not require the previous Service Pack to be present on your machine. 3 - Client-side installation The following chapter contains information on installing device-specific embedded clients and ScanStation drivers. 3.
n Aficio MP 2352 Series n Aficio MP 2852 Series n Aficio MP 3352 Series n Aficio SP 5200S n Aficio SP 5210SF n Aficio SP 5210SR If you have a mixed fleet comprising of MFPs from these device families, and older devices (in any combination), then first add the older devices via the usual methods (via Administration Console, SD card or web browser, as detailed in the relevant chapters), then perform the steps outlined in this chapter for Aficio devices mentioned above. 3.1.1.
8. The following dialog allows you to install a new, or upgrade an existing ShareScan Ricoh client on this device. Click Browse and locate the ClientWEBv2v4_.zip file. 9. If you are installing the ShareScan Ricoh client on the device for the first time (no previous ShareScan Ricoh client is installed on the device), click Finish. 10. If you are upgrading a previous version of the ShareScan Ricoh client (already installed on the device), click Install.
When the installation is complete, the Configuration page opens. 7. To start the application: n When the Configuration page opens, scroll down to the Extended Feature Settings area. n Click Extended Feature Info to verify installation of the application and then click Back. n Under Extended Feature Settings, click Startup Setting, make sure that the ShareScan application is selected, and then click the Startup/Stop button. The status of the application will change to “Starting Up”. 8.
9. Turn off the main power switch and then remove the SD card. 10. Turn on the main power switch. With the Auto Start option selected, the application will start when the device is started up. 3.1.5 - To uninstall the ShareScan Ricoh client via a Web browser: 1. Make sure that the Ricoh device is running. 2. Open a Web browser and then connect to the device by entering the IP address of the device in the address bar of Internet Explorer, as in the following example: http://10.10.12.99.
5. To uninstall the Client, select the Uninstall tab, select ShareScan, and then press Yes. The Complete extended feature uninstallation window opens. 6. Press Exit. The Ready to uninstall window opens. 7. Press Exit. 8. Turn off the main power switch. 9. Turn on the main power switch. 3.2- Installing a Ricoh ScanStation Driver This section contains information on installing the Ricoh ScanStation driver. The ScanStation uses a driver to get input from the device.
4 - Licensing devices Every device that you use with Nuance Communications software requires a valid license. ShareScan 5.0 uses a digitally signed license file, which contains a unique license key generated by Manufacturing. The license key is a unique ID that is associated with the hardware ID (HID) of the PC where the ShareScan database is installed. Note: ShareScan 5.0 licensing is different from ShareScan 4.x licensing, which was based on the association of a product key with a device.
4.2- Activating licenses You need to activate a license only once; thereafter, it is associated with the PC where the ShareScan database is installed. 1. Click the Activate button of the License Wizard. The Welcome screen is displayed. 2. Click Next to continue. 3. Specify the hardware ID. Click Next to continue. 4. Select Automatic activation on the Select activation mode screen. 5. Click Next to continue. The Output file creation / Activation screen is displayed. 6. Click Start to begin activation.
4.5- Removing licenses Use this option when transferring licenses from the current ShareScan installation. After the removal is complete, the licenses can be safely transferred and reactivated. 1. Click the Remove button of the License Wizard. The Welcome screen is displayed. 2. Click Next to continue. The Select licenses screen is displayed. 3. Select the license(s) you want to remove, then click Next. 4. Click Start to remove the selected license(s). 5. Click Finish to close the License Wizard.
To use the service, the scanner must be configured to have access to the watched folder. Also, the administrators of the Send to eCopy service must supply an instruction image, which contains guidelines for the scanning procedure, and is displayed at the ScanStation screen when accessing the Send to eCopy service. The functionality supports the following file types: n Single-page: .bmp, .jpeg, and .tif n Multi-page: .tif, .
n n n Use Lock File: set this option to True to prevent different Nuance applications from monitoring the same folder. The service uses a lock mechanism which is used by other Nuance applications as well, so it can detect if another Nuance application is already monitoring the specified watch folder. Use Encryption: setting this option to True means that documents in the watched folder are encrypted while waiting for the service passing them to ScanStation.
1. Download the Forms Processing Extender package. 2. Open its configuration guide and proceed with the installation. 3. When you have finished the installation, reboot your machine, then configure the Extender. Then create a template library, and a template. Make sure your template contains at least one uniquely named zone from which content can be passed to Quick Connect. 4. Test your template. 5.
4. On the Ribbon, click the Simulator button. The simulated Client screen displays the button for the connector you configured. 5. Click the Quick Connect icon on the simulated client screen. The Preview screen is displayed. 6. Click Next to continue. The Forms Processing Extender screen is displayed. 7. Check the field values, then click Next to continue. 8. Select a Destination, then click Send to continue. 9. Select the post-processing option you want to use.
n ShareScan Agent v5.0 n ShareScan Manager v5.0 There are other services which may not run by default, only if the respective functionality demands it: n Nuance Documentum API n Nuance MAPI-Process Starter n Nuance Printer API n S2D Inbox Agent Tomcat service settings can be viewed/modified via: %programfiles%\Apache Software Foundation\Tomcat 5.5\bin\tomcat5w.
