eCopy ShareScan® 5.
1 - Welcome Welcome to eCopy ShareScan. To access the Help-wide search function, open the Search panel. Click here for information about getting started with the Administration Console. Click here for information about Customer Support services. The following documentation is available for your perusal with Nuance ShareScan: n n n n n n n n Pre-installation Checklist and sizing guide (PDF) – provides info on the issues to be addressed before deploying ShareScan.
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.
installer Wizard screen. If you click OK on this dialog, the application tries to download the license from the Nuance license server, and install it (this is successful only if the computer running the Administration Console has a working Internet connection). If for any reason the download fails, you must add or import the license manually as described in the Licensing Wizard.
1. On the Ribbon, click Add Device. The Discover and Select Device window opens. For more information, see Adding devices. 2. Select the device or devices that you want to add and then click OK. You can also drag and drop devices onto the Devices tab. 3. Select one or more profiles to activate on the devices and then enable the services to be used on the devices. Click Save. 4. Test your configuration, either by using the built-in Simulator or by verifying the configuration at the configured devices.
The primary use of the Welcome page is to get you started with the tool. You need to configure the Services first to be available for the Connectors and/or Devices. In addition, the Connectors need to be configured to be used for a device or devices. 3.2- About Devices Functions in the Devices area help you to select eCopy-enabled devices, add them to the Device tab, and manage them. You can also manage device licenses from here in the Administration Console.
3. If a device that you want to add does not appear in the list of available devices, choose from a dropdown list in Discovery, select a protocol, and click Refresh. 4. Select the device or devices that you want to license and then click OK. 5. When the system prompts you to confirm the device that you want to add to the device list, click Yes. 3.2.1.2 - A dd D evices Settings Settings Description Discovery The following device discovery modes are available: UDP, SNMP, and TCP/IP.
Settings Devices group window Description Check the checkbox on the dialog and click OK to add to the devices list. If no connectors are selected for the device, then an appropriate message is presented at the ShareScan Client. Devices list includes the following values: l Host name: The host name of the device where the client is running. Note: Not all types of devices provide the host name in this list. Instead, the IP address is shown as the host name.
The ShareScan Manager has a built-in configuration file called RotationAngles.xml (and a similar one for the ScanStation devices with the name ScanStationRotationAngles.xml). This describes the “factory default” values for the different vendors and models to ensure that the output pages have the correct orientation. These files are not to be changed by the user (administrator).
If you have reinstalled the operating system, changed the hard drive or modified the hardware of the computer used as a database server, or the database server is running on a totally different computer, then the activation will not be successful and you have to reactivate your licenses via Nuance technical support. Site licenses, valid for activation with a predefined number of devices, are also available.
3.2.2.2 - A ctivating Licenses You need to activate a license only once; thereafter, it is associated with the PC where the ShareScan database is installed. Note: You do not need to activate the license(s) immediately to start to use ShareScan. You’ll have a 30 day grace period that allows full functionality for ShareScan.
the files back and you can save and transfer the files back to the connectionless PC running the Administration Console. 12. Click Load Activated licenses to import the file. 13. Click Next to continue. 14. Click Finish to close the License Wizard. 3.2.2.3 - Loading A ctivated Licenses Use this option when importing already activated licenses to ShareScan. 1. Click the Load activated button of the License Wizard. The Welcome screen is displayed.
5. If you have an active Internet connection on the PC where you use the ShareScan Administrator Console, select Automatic activation on the Select activation mode screen, then click Next 6. Click Start. Automatic activation will be started via Internet. After finishing the automatic activation, the Results screen is displayed, showing the success or the error status of the individual licenses. 7. If you do not have an active Internet connection on the PC, select the Manual activation option. 8.
3.2.4 - Device connection management The Manage function enables you to manage the connection of devices for which web-based management has been enabled. You do this using a web page that is provided by the device. The installation guide for your device provides you with information about support for web-based clients. 3.2.4.1 - To Manage The C onnection Of A D evice 1. On the Devices tab, select the device and right-click on it. 2. In the pop-up menu, click Manage. The Management screen appears.
Ensure that http://127.0.0.1 is added to the list of Trusted sites of Internet Explorer. If you install the web client, the Simulator function of the ShareScan Administration Console defaults to using the web client for the Simulator. If you want to use your ScanStation for the Simulator in this case, you must set the UseScanStationAsSimulator DWORD registry setting to 1 under HKLM\SOFTWARE\Nuance\ShareScan. 3.3.
Scanner settings (like paper size, resolution etc.) on the Simulator main screen have no effects on the images streamlined to the Manager for processing, as these images are coming from the folder described above. 3.4- About the System area The system area provides access to the system related features and activities. There are four categories on the System tab: n Settings n Activity monitor n Reporting n Starting, stopping, and restarting a ShareScan Manager . 3.4.
Section Field Description Password must be alphanumeric Requires that passwords include a combination of characters and numbers. Mark Yes to ensure that passwords are not dictionary words and are not easily guessed. The password must contain at least one character and number. Searchable text OCR Languages The language(s) you want the searchable text engine (OCR engine) to use. At least one language must be selected that will be used for scanning documents.
Section Regional and language settings) Field Client display language Description Select a language from the list to be displayed at the Client. Default language is English (United States). Note: All the Clients connected to the Manager displays the same language. Selecting a language per device or client is not supported. Add language Adds a new language to the System glossary. The Administration Console and the Clients can run in different languages.
3.4.1.3 - C ustomer Information Settings Settings Customer information Description Browse and add a custom image to display at the client (MFP). The PNG and GIF file formats are supported. To delete the image, click the left side of the column and press the Delete key. Note: Image must not exceed 140x50 pixels. Contact Include the following contact information: l Phone: The phone number. l Fax: The fax number. l Email: The email address. l Support email: The support email address.
1. Choose Activity Monitor in the System group of the Home tab. The Activity area displays a list of all requests and status information. 2. Click Start monitoring or Stop monitoring. 3. In the Filter list, select Monitor all devices to view activity for all ShareScan enabled devices or select a specific device whose activity you want to view. 4. Send a text version of the activity log to a file, right-click the list and then select Send to file. 5.
n n Device: Displays the total number of pages scanned at the selected device. After selecting a device, specify the time period for which you want to create the report. Manager: Displays the total number of pages scanned at each device connected to the selected Manager. 3. Click Print to print the current bar graph or Export to save the data report in the XMLformat. 4. Click Refresh to update the graph to reflect recent activity. 3.4.3.
Settings Export Description When the Export button is clicked, a Save as dialog is displayed. This allows the report data to be saved in the XML format to the specified file locations. The File name is pre-populated using a prefix based on the report type and a suffix based on the host name and IP address of the Manager or Device, for example Report_Previous Day_TDC_00001(192.168.1.10).xml. Refresh When the Refresh button is selected, the report is refreshed.
4.1- Timers Configure the inactivity timers for the user interface presented at the device. Timer values are in seconds. Click Timers on the Advanced pane of Administration Console to open the Configure Timers window. 4.1.1 - Configure Timers All the timers have a range 0 - 360.000 seconds, that is, 10 minutes maximum. Note: Only numeric numbers are allowed for the timers. Zero (0) implies that the timer is disabled. The timers are affective as soon as the Session Logon/Main Form is displayed. 4.1.1.
Settings Auto restart ShareScan Manager Description Automatically restarts ShareScan Manager: l Time: Sets the time when the ShareScan Manager should restart automatically. l Frequency: Sets the day when the ShareScan Manager should restart automatically. l Enabled: Enables/Disables the automatic ShareScan Manager restart. If set to Enabled, grays out the Time and Frequency options.
4.2.1 - Auto Sync settings Settings On Description When saving a profile when AutoSync is ON, edited on any of the Administration Consoles, the profiles are automatically published to all managers connected to the same database. Changes are reflected immediately on all devices currently using this profile. If the client is busy, changes are reflected when displaying the Session Logon/Main Form. All the devices across all the managers connected to this database share all the connector profiles.
4.3- Database Configuration To take a backup or restore from a previous checkpoint, use database configuration option by selecting the relevant database. The entire configuration of each Manager is stored in the database. From Administration console, click Database and launch the ShareScan database configuration window. 4.3.1 - ShareScan database configuration ShareScan database configuration allows selection of a different database.
Settings Description User name The user name. Password The password. Location Displays location (for example C:\Program Files\Microsoft SQL Server\MSSQL10.ECOPY\MSSQL\Backup) File name prefix You can rename file name prefix. Default name is Backup. The file is saved as a *.BAK file. File format Default file format is Prefix - Database - MMDDYYY - HHMMMAM/PM. 4.
4.6.1 - Minimize to tray on exit When this option is selected and if you try to shutdown the Administration Console, the console hides itself by minimizing to the system tray. This means that the Administration Console is still running but is just not visible as a visible application on the desktop (does not show up on the taskbar). The following message appears at the system tray: Administration Console is still running. Right-click on the icon below to view options.
To access the tool, select the Advanced tab, click Tools in the Configure area, and then select Data Publishing Mapper. The Data Publishing Mapper dialog box appears. 4.7.1 - Data Publishing Mapper settings The keys published by the ShareScan Manager, by document services, and by third-party services, along with information about them, appear in the first three columns in the grid; connector keys, along with information about them, appear in the last three columns in the grid.
Settings Filter Description Enables you to filter the keys that appear in the table: l l Published Keys: Enables you to select the filter that you want to apply to the Published Keys in the table. Show All displays all keys from all publishers and their profiles. Common Keys displays keys that are common to all the profiles for the System publisher. Connector Keys: Enables you to select the filter that you want to apply to the connector keys in the table.
8. Navigate to the Logon/SMTP tab of the Properties menu of the SMTP Mail connector profile you want to use. Set None: Send from generic e-mail address specified by Data Publishing as Authentication, check the Allow user to modify checkbox, and enter the default generic email and SMTP server settings you want to use This will allow the connector to use the relevant Data Publishing values from the From field. 9.
Settings Description Select Manager This tool displays by default the activity for all the devices (which have the service enabled) connected to the selected Manager. Clicking it displays a list of Managers. Use this function to see the activity of devices configured for different Managers. This window does not list all the devices for every Manager. It is assumed that you know which device or devices are configured with which Manager.
Settings Destination Description Filled in by the Connector in use. Example: If using Exchange connector, the recipients list will be displayed. If using a Fax Connector, either the recipients or the Fax numbers is displayed. Status For a successful job, this column has Success as the value. If the profile in use has Offline Processing enabled, this field will contain either the success or the failure message. For a Failure as the value, a detailed message is available.
If the Connector renames the file name passed to it by the Manager, it is the Connector’s responsibility to publish that information to the Manager for tracking purposes. If the Connector does not publish the renamed files, the filename or filenames generated by the Manager are displayed. 4.8.3 - Activity Tracking operation The scan job activity is written to the database after the Connector sends the final document to its destination successfully.
n /CommandTimeout (this parameter regulates the timeout period of the migration script) n /BatchSize (this parameter regulates the number of records to migrate per copy operation) 4.9- Profile Tool The Profile Tool allows you to manage connector and service profile information between ShareScan Managers. You can export such profile information from a Manager, then start up another Manager, and import the profile information.
Settings Description Description The description of Services, Connectors, and Devices. Version The version number. Vendor The vendor's name. Location The location of Services, Connectors, and Devices. Clicking a function displays the details in a window inside the Viewing Area and shows the Tab Control on the left side with the appropriate tab selected. 4.11- Console language The Console language menu can be found in the Administration Console under the Advanced bar.
Document service is a “Post Scan/Pre-Connector” component (always called/executed after scanning is done and after all the services are displayed, but before calling the Connector. In ShareScan 5, the Document service operations are always performed before the first connector screen is displayed (if there is any), even if the connector profile is configured as offline. To learn more about Document services, contact your ShareScan vendor. 5.
Setting Folder location Description The full path and file name for the folder. The location must be in the current Windows domain or in a trusted Windows domain (it can be even on the local machine where the ShareScan Manager is running, but you have to make it a shared network folder with the proper access rights. Click the button on the far right side in the folder location value area to select file location. The Browse for folder window appears that allows you to browse the network for a shared folder.
3. Click Save or Save current profile as to select or specify the profile name in the Save Profile window. 4. Click Save. The system saves your settings as part of the Service profile, or creates a new profile. 5. After creating a Service profile you must associate it with a Connector profile to enable the service functionality to be used by the Connector (see Associating a service profile with a Connector profile). 5.2.
Option Color and grayscale Description The Image Enhancement feature in the Color and grayscale group box can be applied to all image types. Th black and white in order to use those functions that only work with black and white images. If the source im conversion is ignored. l Hole Punch removal Straighten page: During scanning, straightens the image using detected text as the basis for alignment. I alignment issues. l Auto-orient: Allows you to set the page orientation automatically.
n Visually inspect the barcodes in the original document. Look for bars that are touching each other or that are full of dots. Use an image processing tool to zoom in on or to magnify the barcodes. n Print barcode pages on a laser printer at a resolution of at least 600 dpi. n Increase the resolution of your scanning device to 300 dpi, or higher. n Use the eCopy Image Enhancement Service to improve the quality of the image. For more information about this service, contact Nuance. 6.1.
The following diagram shows the four page document and how, after processing, the scanned document is stored with the correct index information. When you configure a device and select this connector profile, you must then select the corresponding Document service profile that you set up in the Barcode Recognition Service (see Associating a service profile with a connector profile). 6.
Indexing is done using the Data publishing option in the Template settings window. For more information, see Template settings. 6.3- Template settings The Page Templates tab shows all the templates for your ShareScan Manager. The same template can be used by multiple profiles. You can move a template into the Active Page Templates list for use by the current profile. The purpose of this is to match the active templates to the scanned page based on their order in the active list.
Description Specifies the types of the barcodes. Note: The types are not fully independent from each other. For example, if the UPC-A barcode type is selected, then the EAN-13 type is also selected automatically. If the EAN-13 type is deselected, then the UPC-A type is also deselected. This behavior comes from the limitation of the Aspose engine as it does not recognize UPC-A type if EAN-13 is turned off.
Global Barcode settings defined on the Barcodes tab apply to all barcode zones. 6.5- Understanding document splitting You can set up page handling rules for all the active templates in the Document Splitting tab. 6.5.1 - Document splitting display Option Description Template When a template matches a page, its rules are applied. Only one template is used per page (the first template in the list that matches).
6.6- File naming On the Document splitting tab, if split on page is checked and override default file naming is checked, the file format string becomes a clickable link, which opens the File Name Dialog (FileNameDlg) window. 6.6.1 - File name dialog Option Description Name/Type/Length/Default By clicking these settings, the >File name field editor dialog window appears. Format Construct a name format out of multiple name fields. The value is default.
n Identification n Session Logon 6.7.1 - Activity Tracking service Activity Tracking service is accessed from the Configure services tab in the Device services section. Activity Tracking service tracks the success of the send, the recipients, and the one who sent the document. It provides quick and easy access to the tracked activity in the form of an UI. The Activity Tracking service enables you to perform the following tasks: n Configure the Activity Tracing function.
6.7.2.1 - To C onfigure A dditional A ctivity Tracking Fields 1. In the Administration Console, select the Configure services tab. 2. Select Activity Tracking from the Device services pane. 3. In the Configuring Service: Activity Tracking setting, select the Yes option to allow a device to use the Activity Tracking service. 4. Enable the Additional Fields option by selecting Yes. The No appears. additional fields in list 5.
Setting Description Type Set the following settings for alphanumeric or numeric type: l Minimum: Choose between 0 and 1000. l Maximum: Choose between 0 and 1000. l Remember: Choose between 0 and 1000. The default value is 0. Note: These settings represent the length of the alphanumeric or numeric string, and not interpreted as a range in case of the numeric field. Default The default field entry (optional).
Setting Port Number Description The Port number that the ShareScan Manager listens to for ID device (client) connections. The default value is 9425. Note: ShareScan Manager and the ID device should be configured for the same port. Accept UserID only requests from External Services Allows the device to accept User IDs provided by external services, for example Uniflow, as valid authentication means. 6.7.3.
6.7.4.1 - C onfiguration Settings g ntials Description Specifies the name or IP address of the machine running the TCP server. The default value is localhost, which is the machine that the emulator is running on. Must match the port number set in ShareScan Administration Console. The default value is 9425, which matches the default for ShareScan. Value in seconds until the terminal times out if no pulses are received from ShareScan Manager. The default value is 120 seconds.
6.7.4.2 - Terminal Emulator Settings Setting Description Status Window Displays the time-stamped status messages. Connect Connects to ShareScan using the server name and port configured in the configuration dialog. Note: This button is disabled once a connection has been established. End Only enabled once a connection has been established as disconnects from the TCP server. Clear Clears all text in the status window.
If you enable Session Logon for the Quick Connect, LDAP/SMTP, or Fax via SMTP connectors, refer to the connector-specific configuration section for information about selecting the authentication type. 6.7.5.1 - Session Logon Settings Setting Description Configured Enables Session Logon in the Device pane when selecting the Yes check box; or disables Session Logon in the Device panel (this disables all the other fields and properties).
Setting Description Directory Access Specifies the type of access required to retrieve user names from the directory. Type Specifies the type of access required to retrieve user names from the directory: Anonymous or Use credentials (User name and Password settings are required). User name The user name. Password The user password (hidden by asterisks). Search while typing Click Yes to enable the type-ahead feature when you start entering a user name at the device.
After Session Logon is configured, enabled for a device, and tested, Session Logon is the first screen that you see at the Client. You must enter a valid username and password to log on to the selected domain. The ShareScan Manager verifies the credentials and passes them to the selected Connector. The Connector must also verify the credentials passed to. If the authentication fails, the Connector must challenge you for the credentials again. The Connector must also display an appropriate error message.
Workflow: User swipes card, and logs into the External Authentication Provider. Selects the ShareScan application on the device screen. The Session Logon screen is displayed, with the relevant authentication data already filled in. The user clicks Next, is transferred to the Main form. After scanning, the relevant connector forms are displayed in order, then the Main form is displayed, after clicking through the final connector form.
Workflow: User swipes card, and logs into the External Authentication Provider. Selects the ShareScan application on the device screen. The Main form is displayed. After scanning, the relevant connector forms are displayed in order, then the Session Logon screen is displayed, after clicking through the final connector form. The Session Logon screen displayed at the end shows empty fields.
After creating a Service profile, you can associate Service with Connector profile in order to make Service's functionality available. 6.8.1 - Associating a Service profile with a Connector profile After creating a Service profile, you associate it with a Connector profile so that the Service's functionality is available. For more information on creating Connector profiles, see the "Configuring the connector" topic for the connector with which you are working. 6.8.1.
Setting Description SMTP Server Configuration Contains the settings that you use to configure the SMTP server. SMTP Server The SMTP server name, which is the DNS name of the e-mail server that is used to send the SMTP message. SMTP Server Authentication The authentication method used to send SMTP mail to the SMTP server. In the second column, click the authentication option, Anonymous, or Use Credentials: l l Anonymous: The default value.
6.8.2.2 - Enable For A ll C onnector Profiles Settings Setting Description Enabled Select the Yes check box to enable the service for all Connector profiles. Clear the check box to disable the service for all Connector profiles. Notification level The notification levels are available: l All: Sends all messages by ShareScan. l Warnings: Warning messages sent by ShareScan. l Errors: Sends only error messages sent by ShareScan.
Tracing service is located in Administration Console in the Configure services tab under Common services section. 6.8.3.1 - Tracing Settings Setting Configured Description Enables Tracing service when selecting the Yes check box; or disables a device to use the Tracing service. Note: Configuring this service enables non-verbose tracing on all devices and connectors. Verbose Enables detailed tracing when selecting the Yes check box or disables a detailed tracing.
Setting File size (kB) Description Tracing file size in kB. Minimum value is 500 kB, the default value is 500 kB, and maximum value is 51.200 kB. Note: As the tracing happens into an internal binary format, and the size specified here will determine the size of the binary file, the size specified here will not match the size of the exported trace file if the export target format is TXT.
You configure connectors by creating connector profiles that specify various settings, such as the appearance of the connector’s button and the image format that you want to use during scanning. You can create multiple profiles for each connector and you can activate each connector profile on multiple devices. 7.1- Installing and removing connectors During installation of the ShareScan software, you can install all the eCopy connectors supplied with the installation package purchased by your organization.
n n Enhancing security: If you want to keep track of the documents sent by each user, select the Logon at runtime option on the Authentication tab when you configure the destination for your connector profile. This forces users to log on each time they use the connector and allows the system to keep a record of the documents sent by each user in the log file.
Each connector profile supports a unique group of settings. If a setting is not available for the connector you are configuring, it will be grayed out. 5. In the Configure Connector pane, under Destinations, click New. The Create a destination window opens. 6. Specify the destination settings. Each destination that you create for the profile appears in the Destinations list.
10. Confirm your settings. 11. Click Save current profile to save the profile. 7.4.2 - Defining a scanning destination (optional) Defining a scanning destination enables you to control how the connector behaves during the Authenticate, Navigate, and Index phases at the device. You must define at least one destination. If you define more than one destination, the connector will prompt the user to select one during the scanning process.
7.5.1 - To activate connector profiles 1. In the Administration Console, select the Devices tab. The Device configuration pane displays a list of the available devices and device groups. 2. Select the device or device group on which you want to activate the connector. The Configure connectors for device and the Settings panes open. The Configure connectors for device pane has the following columns: n Select profiles: Select a default connector from the list. n Display name: Displays connector's name.
7.6.1 - Scan 1. Place your document in the feeder or on the glass. 2. If your system is configured to use the Session Logon feature, enter your user credentials on the Login screen and then press Login. If your Session login credentials are not valid, the Login screen for the connector will appear after you preview the scanned document. If Search while typing is enabled on the Session login tab, ShareScan will search for matching address list entries after each character you enter in the User name field.
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, select OK. 4. To review and change the document settings, select the Document settings button on the Preview screen. After changing the document settings, press OK. 5. When you are ready to send or store the document, press Next. 7.6.3 - Authenticate and Navigate 1.
n An MFP with eCopy software running in the device The ShareScan Manager supports a single device connected to a ScanStation or multiple devices running the eCopy software. Use the Devices tab in the Administration Console to manage the devices. The Devices tab provides you access to two main functions: 8.
8.3.1 - To find a device 1. In the Administration Console, right-click the Device configuration tab and select Find device. The Find device window opens. 2. In the Device name field, enter a device name. As you enter each character, the Search while typing function searches for a matching device name. If it finds a match, it highlights the device on the Devices tab. 3. In the Device IP field, enter the complete ID address. The system searches for the device.
8.4.2 - To delete a device group 1. In the Administration Console, right-click on a group name from a Device groups list and select Delete group. 2. Click Yes to delete the selected group. 8.5- Renaming device groups You can quickly rename device groups at any time in the device configuration list. 8.5.1 - To rename a device group 1. In the Administration Console, right-click a group name from a Device groups list. 2.
The window includes domain and access information. 2. In the Organizational Units window, double-click the Organizational units to add to the list of departments for User configuration and click OK. Note: To remove an organization unit, right-click it and then click Remove Organization. To restrict an organization unit from selecting connectors that are available via the All Users group, select the organization unit and then click Remove Personalization.
8.8.2 - Role based configuration restrictions n n n Renaming an OU is not allowed. An OU can be removed from the list by right-clicking the OU and selecting the Remove Organization menu item. The Settings and Scanner tabs are hidden when configuring this feature as they only apply to a Device/Device Group. 8.8.3 - Device/Role based configuration chart Device OU/Department All Users Connectors displayed on Main Form Device None (no Active Connector profiles). A None (no Active Connector profiles).
Note: If there is only one active profile in the All Users group, the My Config button is still visible, even though you cannot access My Config at runtime. When you log in for the first time, you are presented with Connectors selected for this department, along with the My Config button. You can click the My Config button to further select any generally available Connectors other than the departmental Connectors.
3. In the Settings pane, select the Scanner tab. The information that you see depends on the device you are using. 4. Specify the default scanner settings in Scanner defaults. 5. Click Save. 9.1.2 - Scanner defaults settings Settings Description Resolution The following resolution types are available: DPI 100, DPI 150, DPI 200, DPI 300, DPI 400, and DPI 600.
9.2- Configuring scanner settings for ScanStation You can specify scanner settings for devices. 9.2.1 - To specify scanner settings for a device 1. In the Administration Console, select the Devices tab. 2. Select the device that you want to configure. 3. In the Settings pane, select the Scanner tab. The information that you see depends on the device you are using. 4. Specify the scanner settings in Configuration. 5. Click Save. 9.2.
n n n Setup: Launches the Wizard in order to test your scanning device. The Wizard performs some tests, creates and stores hints, and returns to Administration Console. OK: Selects the scanning device and returns to Administration Console if the scanning device already has hints. Otherwise, launches the Wizard if there are no hints, that is, the setup has not been performed yet. Cancel: Aborts the operation. Note: Nuance recommends performing all tests in order to create necessary hints.
4. After basic scan test has passed, if the scan appears to be correct, click Next to perform the next test. Otherwise, make the image correct with the following options: invert, rotate, flip horizontally, or flip vertically. 5. If the image is missing or incomplete, there may be an issue with your scanning device. In this case, check that you correctly inserted a document or photograph and that the page size setting is suitable and click Next. 6.
9.4.2 - ScanStation startup configuration settings Settings Automatic logon Description At ScanStation startup, or when the device is restarted, automatically logs on to Windows using the specified user name, password, and domain. You can configure by clicking Yes to make the ScanStation to automatically start the Client and log on as a specified user whenever the ScanStation is started. Note: If you do not do this, you must start the Client manually each time you start the ScanStation.
10.2- Configuring the service When you have enabled the service for the system, you can select and enable it for individual connector profiles, and can create numbering formats that users can select at the device. To enable the service: 1. In the Administration Console, select the Configure Services tab. The tab displays a list of available services. 2. Select the service name. The service configuration and the settings pane open. 3.
10.2.1.2 - Endorsement Settings Endorsement settings always include the page number and can also include a prefix and a suffix. The service numbers pages are sequentially from the specified starting point. You can specify a Checkpoint and thus enable related documents to be numbered continuously. Setting Description Prefix The text to display before the page number. Space left The number of spaces to insert before the page number. The default value is 2. Page The starting page number.
Setting Font Description The font for the endorsement. When the Font dialog box pops up, use the drop down menu to set the following font attributes: l Type (the default value is Arial). l Style (the default value is Regular). l Size (the default value is 10) . l Effects (Strikeout and Underline options are available). l Color (the default value is Black). l Script (the default value is Western). Note: You can see text example in the Sample window.
To create a new Checkpoint identifier: 1. On the main Bates/Endorsement screen, press Checkpoint. 2. In the Checkpoints field, enter a Checkpoint identifier. 3. Press Open. Note: Make sure that you select the Checkpoint identifier that you want to use before you scan the first document. To continue numbering using an existing sequence: 1. On the main Bates/Endorsement screen, press Checkpoint. 2. In the Checkpoints list, select a Checkpoint. 3.
n n Batching: Numbering is continuous in a document that is split into several batches. Blank page removal: When this feature is enabled, blank pages are removed from the document and then Bates/Endorsement is applied, resulting in uninterrupted sequential numbering. 10.
11 - The eCopyCost Recovery Service The eCopyCost Recovery Service is compatible with major cost recovery systems. When cost recovery is enabled, scanning functions are unavailable until the user unlocks the cost recovery terminal or application and specifies the billing account information: n Scan date and time. n The name of the scanning device. n The scanning function used (e-mail, fax, scan to desktop, and so on). n The number of pages scanned. n The size of the document.
11.2- Cost Recovery settings The following table describes the settings available for the Cost Recovery Service. 11.2.1 - Cost Recovery settings Setting Description Configure Cost Recovery service Configures the Cost Recovery Service settings. Configured Enables all settings for the service. Port number Enters port number. The port number must match the TCP port configured for the cost recovery device. The default port is 9325.
Setting Key Description Generates a new key. Generates the encryption key and stores it in the eCopyCRSKey.txt file. You must manually copy this file to the Cost Recovery device. If you regenerate the key, you must copy the new key to the Cost Recovery device. Important: All devices that use Cost Recovery Service and are managed by the same Manager must use the same encryption key.
11.3.1 - Configuration settings Setting Description Server name Specifies the name or IP address of the machine running the TCP server. The default value is localhost, which is the machine that the emulator is running on. Port number Must match the port number set in ShareScan Administration Console. Default value is 9325, which matches the default for ShareScan. Timeout (seconds) Value in seconds until the terminal times out if no pulses are received from ShareScan Manager.
11.3.1.1 - Terminal Emulator Settings Setting Description Status window Displays time stamped status messages. Connect Connects to ShareScan using the server name and port configured in the configuration dialog. Once a connection has been established, the emulator sends an ECOPY_SCAN_ BEGIN message to ShareScan. The CLID, MID, and Device ID values are all passed with this message. Note: This button is disabled once a connection has been established.
1. Select the Connector. 2. From the Connector, select the Forms Processing Extender in the Services window. 3. Select the FPE Profile. 14 - Configuring the eCopy Forms Processing Extender In order to setup the Forms Processing Extender, server properties must be configured prior to creating templates. 14.1- Specifying Server settings 1. Launch the Administration Console and select Forms Processing Extender in the Services tab. 2.
n User name, Password, Domain: These three fields allow you to enter the proper credentials for the Template Manager to access the shared folder. The credentials provided must have read-write access to the shared folder. 5. Create a Template Library by clicking New under the Template libraries group box. Note that the new library is automatically named, you can rename it by clicking on the template library name, or selecting the template library and clicking Rename.
l Smooth: Softens outlines. l Thin: Decreases line width. l Thicken: Increases line width. l Rotate: Rotates the image by 90, 180, or 270 degrees. To apply multiple image modifications, click Add again and select another operation. 14.4- Post Recognition Processing Options The following options are available: Batching: n Batch on Matched Templates: Support for batching documents using recognized forms. n Remove Matched Templates: Optional removal of recognized forms (that is, Coversheets).
Templates are based on the document to be processed and are stored in libraries. Each library must contain at least one template, and there is no limit to the number of templates within a single library. For the best user experience however, Nuance recommends that a library should not contain more than 10 templates. Template Libraries are associated with connector profiles. 15.
separate line. In these cases, the system accepts the zone as valid if the value meets the criterion of at least one regular expression. l ODBC Database lookup filter Template Creation Settings: The Template Creation window displays the zones and properties. Each zone must have a zone type and a specific set of properties. As the zone type is changed during configuration the property panel displays the appropriate fields for the zone type: n n Zones: Lists all configured zones.
(static text and static barcode), all fields and the exact data values need to be present on the form to match the template. In case of mismatch, the software will attempt to match the next template. If you use a filter in connection with a Static Barcode, the value is only accepted if it meets the set Regular Expression or ODBC criterion. Depending on the selected barcode recognition engine, you can set different barcode types for Barcode and Static Barcode zones.
n Main: l l l l n n Value: The recognized value of the zone (appears only after the zone is drawn on the sample page form to the left). Threshold (check zone type only): This value sets the ratio of shading required to trigger the value to true. l Height: The height of the zone to be recognized. l Width: The width of the zone to be recognized. l X: The horizontal coordinate of the left side of the zone. l Y: The vertical coordinate of the top of the zone.
n n n Reference Zone: A defined static zone. It is used to locate the text or barcode. If the Reference Zone moves on the page all fields that reference it are adjusted to accommodate for the movement. ShowValue: The True/False field specifies if the field will be displayed on the validation screen. Filter: Allows the entry of a regular expression or database lookup to validate data that was OCR’d from a zone.
If the test yields results, the template name, recognition time, and the zone-specific text areas are displayed, along with any errors and the original image part used for recognition. Tips for testing templates: n Use different sample forms to test the template. n Scan using the different scanner models that will be used in production. n n n Test different resolutions or force the scanning resolution to a single setting only for the one scanning function in the connector profile.
2. Launch the Data Publishing Mapping tool from Advanced > Tools > Data Publishing Mapper. 3. Under Published Key, select the FPE field you wish to use. 4. Under Connector Key select connector field you wish to map the value to. 5. Set the field type to string and the format to None. 6. Click Save. 17 - Step by Step Invoice Example Process an invoice from the invoice example. Static fields must be setup to ensure that the document scanned is from the correct vendor and it is, in fact, an invoice. 1.
20. Save the eCopy Forms Processing Extender by selecting Save and saving the extender profile as AP Forms. 21. Test the Form Template. 22. Scan Document testing. 17.1- Regular Expressions The eCopy Forms Processing Extender can use a wide variety of regular expressions for filtering purposes.
11. Send the document through the SMTP Mail connector. The validation screen of the Forms Processing Extender will display the correct values. The From form of the connector should also automatically recognize the relevant value based on Data Publishing. The Send form will display the relevant, configured To, Subject and Notes values. 19 - Troubleshooting It is important to understand the relationship between the Templates, documents, and Template Libraries.
Start the Template Editor, and use the Template properties window to browse to the image for which the recognition failed. You will be able to see the cause of the issue in the editor (wrong zone location, wrong filter, and so forth). 19.
If a Low confidence message is displayed under the Error section of the zone, a decrease of the Confidence value may result in an improved recognition - but be aware that this can result in the process recognizing genuinely wrong text as correct.
n n n The Highlight and Redact Extender does not support Encryption and Bates/Endorsement numbering. These settings will not be applied if the Highlight and Redact Extender is used. If using multiple extenders or services in a workflow, the Highlight and Redact Extender MUST be the last in the chain. You cannot specify the result document of a Highlight and Redact process as the input document of another Highlight and Redact process. 22.
The resulting final document cannot be used as an input document for another Highlight and Redact process. 23 - Associating Service with a Connector Profile After creating a Service profile, you associate it with a Connector profile so that the Service's functionality is available. To associate Document Service Profiles with a connector, see section Associating a Service profile with a Connector profile in ShareScan Help.
If you change your password, you have to go through the above process once more. The authentication is only valid for connectors using the same Active Directory credentials you supplied on the Session Logon screen, and for connectors that are configured not to ask for credentials. You still have to authenticate separately if your card-based credentials are not the same as your credentials for logging in to the backend service of a connector (for instance, Lotus Notes).
5. Use the Settings tab to regulate additional settings. 6. Click Saveto save your settings. 28.2- Databases tab Databases tab 28.2.1 - Databases settings The following table describes the settings available on the Databases tab. The tab displays the name, type, and connection string for the stored database connections. Setting New Description Click this button to add a new database connection to the Extender.
Setting Configure data source Description Access this window by clicking New, and selecting the New option on the displayed screen. You can set the following options: l l l l l l l l l l Data link properties Database type: use the dropdown menu to select your database. Settings: depending on the selected database, the specific setting options will vary.
Setting Description Remove Click this button to remove a selected database connection. Edit Click this button to edit the properties of the selected database connection. 28.2.2 - Lookup settings The following table describes the settings available on the Lookup settings tab. The tab allows you to create, customize, and modify lookup operations for your workflows. Setting New Description Click this button to add a new query to the Extender. Clicking the button opens the Lookup editor.
Setting Lookup editor Description This editor allows you to create and modify queries. The following can be set: l l l l l l l l l l Lookup result key: Enter the name of the data publishing key you want to use for finding the results. This key will be the output of the lookup operation. If left empty, and the rest of the dialog is filled, this field is populated automatically, based on the values of different fields; it can be edited any time if the dialog populates it automatically.
28.2.3 - Settings The following table describes the settings available on the Settings tab. The tab provides you with further configuration options for customizing the Extender workflows. Setting Description Separator for multiple values Use this to set the separator character for the query results. Used only if the Lookup behavior setting is set to Multiple values or not required.) If lookup fails Use this dropdown to set the behavior of the extender in case the lookup does not produce results.
29.1.1 - Authentication settings Field Name Type Description Determines whether the user authenticates at the device. l l Login as: Allows the user to use the connector without entering authentication information. The connector uses the specified user name and password as the authentication credentials at the device. Runtime: Displays the Authentication screen at the device and requires users to enter their eDOCS user name and password each time they use the connector.
Field Name Description Select profile Defines the behavior of the Profile selection screen at the device. Display fields Defines the behavior of the Document profile screen at the device: l l l Confirm storage All: The screen always appears and includes all fields. This is the default. Required: Always displays the screen and includes only the fields designated as required in your eDOCS system.
document cannot be stored. To avoid this situation, do not set RM profile form and search form to a group on the eDocs server. 29.2.1 - Profile selection settings Version eDOCS 5 Configuration selection Allow selection Profiles used l Type 1 profiles. l If there is only one profile, the Profile selection screen does not appear. l eDOCS 6 Use first form l Allow selection l l Use first form If there are no Type 1 profiles, the Profile selection screen does not appear.
and below), the values available in the lower fields are filtered to show only the values that are compatible with your selection. 29.3.2 - Default values eDOCS also lets you specify default field values for the connector to use. You can specify default values at multiple levels, with a strict hierarchy that determine which default value takes precedence. Note: The connector always uses the strict hierarchy ordering rules followed by DM 5, even if you are using DM6.
Table 2: Default precedence values Type Assigned by DM5 Precedence Applies to Group defaults eDOCS administrator All documents saved by all users in the specified group 1 (lowest) Personal defaults Individual user All documents saved by that user 2 Group app. defaults eDOCS administrator All documents with a specific file extension saved by all users in the specified group 3 Personal app.
29.5- Configuring an Express connector profile To create an Express connector profile that does not display the Document Profile screen at the device, you must first create an eDOCS default profile for the user. The profile must either not contain any required fields or, if it contains required fields, the fields must be pre-filled with default values. For more information on configuring Express connector profiles, click here. 29.
30.1.1 - Configuring a destination The options available via the Configure tab allow you to configure the destinations used by the connector. Field Name Description Express Wizard Click this button to create an express destination via the Wizard. The express destination can be saved either to a new profile or to the current profile. New Displays the destination dialog for adding a new destination. Edit Displays the destination dialog for the selected destination, allowing you to edit its properties.
Field Name Description Logon at runtime If checked, the Authentication form asks for user name, password and domain on the client side. This is the non-express mode of client authentication form, and the dialog enables selecting from the Search while typing dropdown list. Repository The dropdown list shows the connectable Repositories. User name Specifies the administrator's user name.
Field Name Description Enable home cabinet Displays the Home cabinet button on the Location screen at the device, allowing documents to be stored in the user’s Home cabinet. Enable subscriptions Displays the Subscriptions button on the Location screen at the device, allowing documents to be stored in the user's subscription locations. Enable subfolder navigation Enables the user to navigate folders below the location chosen in the Specify location field.
30.1.2.2 - D estination Page Field Name Description Create destination in a new profile After finishing the wizard, all destinations are deleted and an express destination is created with the specified name in the current profile. The user can save the profile with a new name retaining the data of the current profile. Create destination in the current profile The destination is created in the current profile after finishing the wizard. Destination name Specify destination name.
30.1.2.5 - D octypes Page Field Name Doctypes Description The list view displays configured Doctypes. Note that at least one valid Doctype is required. l The first column indicates if the Doctype attributes are properly configured. l The second column displays the Doctype name l l The third column displays the number of shown attributes from the selected attributes The fourth column displays the defined file format of the document type.
Protocol configuration Microsoft Outlook required? Description Suggested use MAPI/MAPI Yes Requires Exchange 5.5 server or later. Use it to access old Exchange versions (Exchange 2003 or even older). MAPI requires a Microsoft mail client on the machine running the ShareScan Manager. MAPI protocol does not support saving new contacts to the users' Personal Contact list; queries against Personal Contacts can be executed.
Protocol configuration LDAP/EWS Microsoft Outlook required? No Description Requires Exchange Server 2007 with Service Pack 1 or later. Suggested use EWS along with LDAP is recommended when your company employs a number of people, uses multiple Exchange servers, and you want to take advantage of the service URL autodiscover feature (administrator do not need to reconfigure ShareScan when the Exchange infrastructure is changed).
When Microsoft Outlook is required, you must install it on the same computer as the ShareScan Manager so that the two applications can share common DLLs. 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, 2007, and 2010 to work with the Exchange server. 31.
Field Name LDAP settings Description The following options can be set via the LDAP settings page: l l MAPI settings Locate server at runtime: allows you to select an LDAP server during runtime. Always use the following server: allows you to set an LDAP server to be used. l LDAP port: set the LDAP port here. The default port number is 389. l Server requires SSL: check this to enable SSL connection.
Field Name Authentication Search user names Description Select the authentication type: l Runtime: the client user is required to log on at the beginning of the workflow. l Login As: the provided credential is used for login at client side. Setting this combobox controls how the client side Authentication form manages the logon information: l l l Search while typing: The list of user names is queried as the user enters characters into the User name text box.
Field Name LDAP search Description Allows you to specify the attributes of the LDAP searches. The available settings are: l l Testing the connection Base DN: Determines the LDAP search starts when typing in the LDAP authentication form or the Send form. Empty base DN prompts an error. Search scope: Can be set to All levels below starting point or One level below starting point. l Search on: Allows defining the attributes to be searched on. l Max results: Sets the amount of results returned.
Field Name Mailbox URL Description This setting is used if the mailbox URL could not be discovered by the connector. The connector composes the mail box URL based on the available information. You have the following choices: n n n Use UPN Format for user credentials Default for Exchange 2003 This setting means that the mailbox URL is composed in the default way for Exchange 2003 servers (the Login URL followed by a slash and the exchange username).
31.2.3.3 - MA PI Settings Field Name Exchange 2010 Client Access Server Description You can specify if you want to use the Exchange Client Access Server (CAS). The following options are available: l l Do not use CAS: select this option if you do not want to use CAS. Use CAS: select this option if you want to use CAS. Choosing this option results in the Service account properties being displayed. Server name Specify the CAS server name (required if you use CAS).
Field Name Description Search recipients while typing If checked, the hints appear at the client Send form as the user starts entering the recipient. If unchecked, the hints appear when the user presses the Search button next to the To or Cc field. Enable user to manually enter fax number Add message to Sent Items folder The client is allowed to type the fax numbers manually. If this feature is enabled, the message sent successfully is copied to the named folder. 31.2.
Section Field Name Format Description 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 The administrator can specify the valid characters accepted by the FAX server.
information about creating and configuring address books, see Configuring support for Local address books. When you select the Enable user to manually enter addresses when sending email option on the General settings tab and you enable the Internet address book option on the Local address book tab, the system displays a Save recipient form, where you can save the email address. Saving the email address is not required; you can send the message without that.
32.1.1 - Fax format settings Section Fax address format Field Cover page / No cover page Description Displays the fax format that you define in the Fax Address Format window. Note that enabling the cover page via this option does not overrule the similar settings of the fax server. Format Opens the Fax Address Format window where you define the fax address format required by your fax server application or Internet fax service.
Field Name Section Description Domino server The name of the HTTP/HTTPS server where the eCopyMail pass-through database is installed: l l Mail send port For HTTP: Enter the server name, IP address, or fully qualified domain name, as appropriate, for your Domino environment. For SSL/HTTPS: Enter the server name exactly as it appears in the SSL certificate. For example, if the name is “lsphere.ecopydocs.com”, enter this text in the field.
Section/Field Name Fax address book Description If checked, enables the Fax address book. Using the Configure button, you can access additional settings for the address book: l l Search while typing Setting database, address book, user, and search criteria Managing the address book via the Add, Delete, Import, and Export options If checked, enables the functionality. 32.1.5 - Express settings Express mode allows the connector to function with a minimum of user input at the device.
You must configure the ScanStation Client to use the hard keyboard. This is because the soft keyboard does not support a third-party fax driver interface. Before configuring a Fax via Print connector profile, install the fax driver on the ScanStation, or, if supported by the driver, on a network print server. The connector supports the following Print/Fax drivers: n Canon Fax n RightFax n Nortel CallPilot Fax 33.1- Configuring the connector For the generic connector configuration options, click here.
34.2- Connector properties The Properties window enables administrators who are more familiar with LDAP to fine-tune the settings, without relying on the Wizard. n Logon / SMTP settings n LDAP settings n Address book settings n Sending options settings n Fax format settings 34.2.1 - Logon / SMTP settings Select the protocol combination to be used via this tab.
Field Name Description Authentication Define the type of authentication behavior for the SMTP server: l l l l Use specified domain if secure SMTP is enabled Runtime: Prompt sender for a username and password: the SMTP Authentication form is displayed to the user at runtime after the Send form. None: When selected, the user is not prompted for a username and password. In addition the connector does not attempt any authentication with the SMTP server.
Field Name Advanced LDAP settings Description Allows you to define what the actual attribute is called on the LDAP server itself and allows customization of LDAP attributes to return during your searches. The available settings are: l l Group: Allows defining a second ObjectClass to represent the “Group” class during a recipient search only. l First name: Allows defining the actual attribute name to search for. l Last name: Allows defining the actual attribute name to search for.
Section/Field Name Description Search on Set the search parameters you want to use. Address book Shows the name of the selected address book. User Displays the name of the selected user. Manage Use the Add, Delete, Import, and Export buttons to manage the address data list. 34.2.4 - Sending options You can set up the Express mode using the Sending options tab.
34.2.5 - Fax Format settings Section Fax address format Field Description Cover page / No cover page Displays the fax format that you define in the Fax Address Format 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.
Wizard window LDAP server settings Field Connect anonymously Description Bypasses the Select LDAP User window and allows anonymous connection to the LDAP server, if the server supports anonymous authentication. Not available if you select Active Directory as the server type. LDAP server LDAP server settings: l User DN l Password l Server l Port l Server requires SSL You must provide the full user DN if the server requires it.
Wizard window User login settings Field Description Server The SMTP server name Port The SMTP port number. Authentication The type of authentication to use on the SMTP server. Available only if SMTP Basic Authentication is enabled on the server. Generic e-mail A generic email address that is used as the sender account for all email. User Modify The user at the device can modify the sender’s email address.
34.2.7 - SMTP settings Section SMTP server Field Description 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). Server requires SSL Enables Secure Socket Layer (SSL) to be used for SMTP communication. If you select this option, you must install a valid SSL certificate on the same device as the connector.
Important! You must install and configure the Lotus Notes client on the computer running the ShareScan Manager before you can install the Lotus Notes email or fax connector. If you install the client after installing ShareScan, you must manually add the Lotus Notes client executable to the Path environment variable.
Field Name Section Description Use Encrypts communication with the HTTP server using SSL/HTTPS. SSL/HTTPS 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.
35.1.2 - Content settings Field Name Description Subjects Displays a list of subjects appearing in the Subjects List of the client UI Send Form. Buttons are provided to Add, Edit and Delete subjects, as well as move a selected subject up or down in the list. Use of wildcards is allowed, the supported wildcards are: l $$USER_NAME$$ l $$FILENAME$$ Notes - Sender. - File name. Select this option of the dropdown menu to display a list of customized notes that appear on the Notes List of the client UI.
36 - The eCopy Connector for Microsoft Exchange The eCopy connector for Microsoft Exchange enables a user to send scanned documents from an eCopyenabled device as email 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.
Protocol configuration LDAP/WEBDAV Microsoft Outlook required? No WEBDAV/WEBDAV No Description Suggested use Requires that the specified Service Account has access to a Global catalog server in the forest where the ShareScan Manager is running. WEBDAV along with LDAP is recommended when your company employs lot of people, uses Exchange 2007 or earlier Exchange servers, and needs simple firewall setups and communication over secured HTTPS. Requires Exchange server 2003 or later.
Protocol configuration EWS/EWS Microsoft Outlook required? No Description Requires Exchange Server 2007 with Service Pack 1 or later. Suggested use Recommended when the ShareScan Manager works outside of Active Directory domains (can be used within the domain as well), and simple firewall setup is a requirement. Also the best choice when your Exchange server is hosted in a Datacenter, and you want to access that via HTTPS.
Field Name Description Search Global Address List Allows searching in the Global Address List. Search Outlook contacts Allows searching in the Outlook contacts. Search recipients while typing If checked, the hints appear at the client Send form as the user starts entering the recipient. If unchecked, the hints appear when the user presses the Search button next to the To or Cc field. Enable user to manually enter email address Importance The client is allowed to enter email addresses manually.
Field Name Testing the connection Description Clicking the Test button tests the connector with the current settings. 36.2.3 - Protocol properties The Protocol properties tab varies based on the selected protocol. LDAP settings 36.2.3.1 - LD A P Settings Field Name Locate server at runtime Description Click the Find button to locate the LDAP server during runtime. Always use the following server Specify the LDAP server manually. Server requires SSL Check if the server requires SSL connection.
Field Name Description Login URL Specifies the ending of the Exchange WebDav URL used for the user login. It is set to “Exchange” by default for Exchange 2003 servers, and “owa” for Exchange 2007 servers. The edit field has a tooltip, which always shows the full Login URL, based on the current WebDav settings.
Field Name Mailbox URL Description This setting is used if the mailbox URL could not be discovered by the connector. The connector composes the mail box URL based on the available information. You have the following choices: n n n Use UPN Format for user credentials Default for Exchange 2003 This setting means that the mailbox URL is composed in the default way for Exchange 2003 servers (the Login URL followed by a slash and the exchange username).
36.2.3.3 - MA PI Settings Field Name Exchange 2010 Client Access Server Description You can specify if you want to use the Exchange Client Access Server (CAS). The following options are available: l l Do not use CAS: select this option if you do not want to use CAS. Use CAS: select this option if you want to use CAS. Choosing this option results in the Service account properties being displayed. Server name Specify the CAS server name (required if you use CAS).
Field Name Description Display options Manages the client side workflow. Default recipients Allows you to specify default email recipients for a connector. Use the Add button to populate the list. Click the Remove button to delete the selected entry.
36.4.1 - Local address book The Local address book tab enables you to configure the local address books that store Internet email 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 Configuring support for Local address books.
The components of this page differ according to the selected protocol combination. Field Name LDAP settings Description The following options can be set via the LDAP settings page: l l MAPI settings Locate server at runtime: allows you to select an LDAP server during runtime. Always use the following server: allows you to set an LDAP server to be used. l LDAP port: set the LDAP port here. The default port number is 389. l Server requires SSL: check this to enable SSL connection.
The SharePoint connector provides support for batching Data Publishing values. For more information, click here. Users can store documents in any eCopy-supported format (PDF, PDF/A, TIF Fax, TIF, JPG, DOC, DOCX, XPS, XLS and XLSX). 37.1- Configuring the connector For the generic connector configuration options, click here. 37.1.1 - Defining a scanning destination For a generic description of defining a scanning destination, click here.
Field Name Enable Navigation Description Select this setting if you want the user to be able to navigate the available storage locations of the selected destination, such as sub-sites or document libraries. If you choose a site as the destination of your documents, you must enable navigation so that the users can store documents in libraries, lists, and folders within the site. If users are allowed to navigate from the selected URL and down, they may not navigate above where the URL points.
Field Name Default filter type Description There are two types of filter: l l Standard: All supported location types are shown at the device. Custom: Only the location types selected in the custom filter section are shown at the device. User modify Enables the user to switch between the custom and standard filters at the device. If you select this setting, you must define a custom filter for the user to select. Define custom filter Enables the settings in the Custom filter section.
Field Name Auto-select location Description Clicking on the key icon or on the text you can specify whether the location where the document is to be stored comes via data publishing or not. The name of the data published key follows this format: SP_ _AutoSelectLocation The value of this published key can be a relative or an absolute URL. Absolute URLs must start with the URL specified as Hyperlink on the Authentication tab.
Field Name Show Description Columns contain the document indexing information (metadata) that the connector sends to SharePoint to be stored with the document. You can control the information that the user enters at the device: l None: No metadata is required from the user. If you select this option, you must make certain that the destination does not include any required fields. l All (Default): All supported columns (metadata fields) are visible to the user.
Field Name Retrieve Content Type from Data Publishing Description Clicking on the key icon or on the text you can specify whether the content type comes via data publishing or not.
Field Name Auto index Description Here you can configure custom values of SharePoint columns by document content types: l l l l Content Type Here, you can select which document content type columns will be shown in the grid to configure their custom values. If the Hyperlink points to a storable location (list, library, folder) you can select document content types of this location.
37.2- Column information When you configure your SharePoint columns in the ShareScan Administration Console, the user sees the settings on the Column information screen at the device. This screen enables users to enter metadata related to the documents they are scanning. If your implementation of SharePoint includes the use of content types, this will be the first field on the screen. The other fields on the screen will change depending on the content type you select.
SharePoint Column type Description Number The user can enter only numeric characters. A percentage sign is added to the right of the field if the SharePoint server is configured to show a percentage. Yes/No The user can select either Yes or No as a value for the field. Currency The user can enter a currency amount. The connector does not validate the information.
38 - The eCopy Connector for Open Text Content Server The eCopy Connector for Open Text Content Server enables users to scan documents directly into an Open Text document management system using different, configurable workflows. When you install, create and activate a connector profile on an eCopy-enabled device, a button is added to the eCopy ShareScan Home screen. Users can store documents in any eCopy-supported format (PDF, PDF/A, TIF Fax, TIF, JPG, DOC, DOCX, XPS, XLS and XLSX). 38.
38.1.2 - Navigation & Attributes settings Field Name Description Store in specified folder / Allow user to navigate Default folder Use these buttons to enable or disable the navigation form on the client side. Document attributes of default folder Document attributes associated with the default folder. Required ones are marked with an exclamation point. Attribute options l Sets the default folder for document storage.
38.1.3 - Express settings Express settings only work if the following criteria are met: l Default login is allowed l Folder navigation is disallowed (documents are saved into the default folder) l All required attributes are set l Document attributes form is set to be skipped l Users are not allowed to change the document names.
Field/Button Description Edit Edits an existing destination Copy Copies the selected destination. Remove Removes the selected destination. Move up Moves the selected destination up in the list. Move down Moves the selected destination down in the list. Expression Displays the Expression dialog. 39.1.1.1 - Generic D estination Settings Field/Button Description Name The name of the destination. Type The type of the destination.
Field/Button Description Enable subfolder navigation Enables users to select a subfolder at the device. Root path Only valid for Windows folders. Clicking the key icon before this textbox allows ShareScan to retrieve the root path data from Data Publishing. When the icon is highlighted, the name of the data published key defining root path must to be specified in the textbox (for example, a barcode name). The root path (a UNC path) is retrieved from this data published key during runtime.
39.1.1.3 - A uthentication Settings Field/Button Authenticate user Description The options are: l l l None: Sends scanned documents to the destination without requiring user authentication. The Manager requires write access to the destination. Logon As: All documents scanned and stored to this destination use the credentials that you enter in the User name and Password fields. The user is not required to log on at the device. Specify the domain/tree, user ID, and password to use for authentication.
Field/Button Description LDAP settings Displays the LDAP server settings dialog. Available only for Personal account - LDAP Authentication. Cc sender: Checking this box sends a copy of each message to the sender. To listbox Use the Add button to add the SMTP addresses of the recipients. Subject Set the subject of the message. 39.1.1.5 - D atabase D estination Settings For more information on database types and settings, see Database types and settings.
39.1.1.6 - D estination List Settings Field/Button Name Location, and Logon Description Enables you to create a list of destinations to which the connector profile can send scanned documents. Clicking the Add button displays the Add destination to ... window, where you can set the attributes of the chosen destination. When you add a destination to the list, you specify the destination name, type, and location, as well as the authentication information.
39.1.3 - Setting a database as a destination Setting a database as a destination enables you to configure a connector profile so that users at the device can scan and index documents and store them in the specified database. You can configure the profile to store the index information in a file, in the same database as the scanned document, or in a different database. To set a database as a destination: 1. On the Configure tab, click New. The New destination window opens. 2.
39.1.4 - Database types and settings Database type Microsoft Access Settings Specifies the path to the Access database (*.MDB), which can be on a local drive or on a Universal Naming Convention (UNC) path. If the database is on a local drive and does not require a user name and password, select the Blank Username and Password check box. If the database is on a UNC path, enter the appropriate credentials. The user must have permission to access the specified path.
Database type Settings Connection information Displays current database connection information: l Data source: name of the data source. l Catalog: displays catalog name, or N/A, if none is available. l Table: table name with schema (if available). l Column: not used for document mapping. l Default value: not used for document mapping. Use the Modify button to edit the displayed information, and the Refresh button to clear table selection and field mapping.
1. On the File name or the Index file tab, click New. The appropriate Field editor window opens (File name field editor or Index file field editor). 2. In the Name field, enter a name for the new field. 3. In the Type field, select Database as the type. 4. Check User modify if you want the user at the device to be able to alter this part of the file name. 5. Select the Required option if you want to require users at the device to specify a file name or index value. 6. Click Configure.
Field/Button New Description Allows adding a new parameter via a dialog, where you can set the name and type of the new parameter. The available data types are the following: l String l Integer l Decimal Edit Edits the selected parameter. Remove Removes the selected parameter from the list view. Operator Select a parameter to display the available operators defining how to compare parameter and constant values. The set of operators varies according to parameter type.
39.1.9 - File name tab Field/Button Description New Adds a new entry via the File name field editor. Edit Edits an existing entry via the File name field editor. Remove Removes the selected entry from the list view. Move up Moves the selected entry up in the list view. Move down Moves the selected entry down in the list view. Use Document service's file name Checks published entry name by a document service.
Field Type Export to Index File Description Specifies whether the entry name field value is exported to the index file. If checked, a field which has a name of FileNameField. is added to the Index File list view control in the Index File tab. 39.1.9.2 - Field Types Field Type Description Alphanumeric Inserts text into the file name.
Field Type Description Separator Character: The character that you want to use to separate the fields in the file name. The character that you select cannot be used in any other file name field. List Enables you to create a list of values from which the user can select a single value at the device. If you select the Required option, the user at the device must select a value from the list. If you do not select this option, the user at the device can leave the field blank.
39.1.11 - Index file tab Field/Button Description New Adds a new field via the Index file field editor. Edit Edits an existing file via the Index file field editor. Remove Removes the selected file from the list view. Move up Moves the selected file up in the list view. Move down Moves the selected file down in the list view. Mapping The Select Recent Data Source or Map Index Fields dialog is displayed directly, if no connection settings are stored to the registry.
39.1.11.1 - Index File Field Editor Field Type Description Name Specifies a unique file name. Not case sensitive. Type Specifies a type of field. Type-dependent settings change according to the field. For more information, see the Field Types table below. l Alphanumeric l Numeric l Date l Time l List l Database l Logged on user l Destination Path l File name l File size (KB) l Number of pages l Batch-based index value 39.1.11.
Field Type Description File name Records the file name of the document into the index file. Logged on user Records the logged on user’s name into the index file. Number of pages Records the number of pages in the document into the index file Numeric Records the text which contains only numeric characters into the index file. File size (kB) Records the file size of the document in kB into the index file. List Records the selected value from the list into the index file.
110534AM value 1 39.1.13 - Document splitting settings When the Document splitting option is enabled on the Settings pane, you can configure Quick Connect to create a single index file that records the index values entered at the device for all scan jobs of a batch. n The connector uses the file name that you create on the File name tab to create a name for the index file.
l If you select this option, batch job-dependent index values will be recorded in a different node (for an XML file) or a different row (for CSV and TSV files, and database tables). This does not apply when the connector is processing only one batch scanning job 39.1.14 - Mapping index fields to fields in a database This feature enables you to specify a database that will store index values entered at an eCopy-enabled device.
3. If you have not yet configured a data source, configure it now. To use the current data source, proceed to step 4. If you do not want to use the current data source, click Modify to select a different data source. When the Select recent data source window opens, click New and follow the instructions for configuring a new data source. 4. If you previously configured a data source, the Map index fields window opens, displaying the connection information. 5. Via Select table name, select a table. 6.
To configure batch based indexing in Quick Connect: 1. Select the Index file or File name tab. 2. Click New. The relevant Field editor opens. 3. Enter the Data Publishing name to receive the Published Key from the service. You can specify any name to the Name field. The Name field provides descriptive information for you. 4. Select Batch-based index value as the Type, and click OK. 5. Follow steps 2 through 4 above for each value that you want to use. 6. Save the connector profile with the values.
data. For example, assume that the document to be scanned contains barcodes. The service extracts data from the following barcode fields and publishes the data to a COM object: Barcode1, which contains a user name. Barcode2, which contains a date. Barcode3, which contains a company name. Barcode4, which contains a city. n n Define Quick Connect index fields that reflect the names of the fields containing the published data.
Table 5: RightFax Server configuration settings Field Name Description Server The name of your RightFax server. User The name of the user account used by the connector to log on to RightFax. The user account information is always used to log on to the RightFax server and retrieve the user list. If you plan to use Windows NT authentication, enter the user name for a Windows NT domain account. Password The account password.
Table 6: Phone books configuration settings Field Name Description Enable Allows the user's personal phone book to be available for recipient selection. Add new recipients Allows users to add new recipients to their personal phone book using the Save Recipient option on the Send > Details screen at the device. Limit to phone book recipients Allows users to send faxes only to recipients already in the phone book.
Field Name Description Read billing If your company uses the Cost Recovery Service, you can choose to obtain the billing codes directly codes from from the service through eCopy Data Publishing. For a practical example of configuring the Data Cost Recovery Publishing with a connector, click here. When the Read billing codes from Cost Recovery option is selected, the Verify option is disabled for all billing codes. For more information on Cost Recovery, see the relevant sections of the Help.
40.1.5 - Express Settings A RightFax Express connector profile allows you to scan and fax the document by simply pressing the button on the main screen. Field Name Enable Description Enabling the Express function designates the profile you are creating as an Express profile. The information that you configure on this tab will be used for every document that you fax using this profile.. Billing codes 1 and Enter the codes that you want to use for documents sent using this connector profile.
Field/Option Description Notes Notes to include in the message body (optional). Useful if you attach a cover sheet. The arrow button next to the text box displays a list of available, preconfigured messages. Attach cover page Specifies whether to attach a cover page to the fax. Details Displays information about the specified recipient. If the user exists in the RightFax phone book, you cannot change any of the information. Phone book entries can only be changed on the RightFax server.
n 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. 41.1- Configuring the connector For the generic connector configuration options, click here. 41.
System Role Permissions Domain Administrators Full control Not used in workgroups Novell (your designated ShareScan Administrator group) Full control Full control of the owner's individual inbox folder Admin Full control (your designated ShareScan Administrator group) Full control Full control 41.2.2 - Examples of scan inbox locations System User Domain Inbox Location Windows Active Directory User1 Using the Multiple \\Server\Inbox Root\xyz.
41.3.1 - Inbox root directory permissions (Windows) Windows (NTFS) userdirs.txt Administrators Full control: applied automatically (your designated ShareScan Administrator group) Full control: applied automatically Everyone Read (List folder): applied automatically Administrators Full control: applied automatically (your designated ShareScan Administrator group) Full control: applied automatically Everyone Read: applied automatically 41.3.
41.4- About the Inbox Agent The eCopy Inbox Agent is a Windows Service that is installed with the ShareScan Manager. It uses the userdirs.txt file to provide eCopy PaperWorks with the path information that eCopy PaperWorks needs to connect to scan inboxes or network home directories. eCopy PaperWorks uses the UDP (User Datagram Protocol) to communicate with the Inbox Agent. Important! The default UDP server port is 9999 and the client port is 8888. The default multicast server and client IP address is 239.
Before you can configure Scan to Desktop, a network administrator must complete the following steps: To pre-configure Scan to Desktop: 1. Create the Inbox root directory. If the directory is on a Microsoft or Novell network, you must share it. 2. Create a service account that will deliver scanned documents to scan inboxes or to network home directories. 3. Add the service account to a new or existing group in one of the following locations: l On the domain controller, for Windows domain-based networks.
Field Name Description ShareScan Administrator Select a group you are part of. That group is used when creating files and applying permissions to them. The permissions allow members of the selected group to read the created files. Inbox Setup the destination path. For more customized settings, click the Advanced button. If same file name already exists The following options are available: l l l Overwrite always: overwrites the existing file with the new one. Create unique file name (.1, .
Field Name Description Use service account when user credentials are incompletely set by service Only applicable if the Environment type is set to Windows Active Directory, and the Inbox type is Home directory.
Section Authentication Field Description Authenticate user The options are: None: Sends scanned documents to the destination without requiring user authentication. The Services Manager requires write access to the destination. l l l Advanced Logon as: Sends scanned documents to the destination using the specified authentication information; the user does not need to enter authentication information at the device. Specify the domain/tree, user ID, and password to use for authentication.
Field Name Search Description Allows you to specify the attributes of the searches. The available settings are: l l Domain controller settings Base DN: Determines the LDAP search starts when typing in the LDAP authentication form or the Send form. Empty base DN prompts an error. Scope: Can be set to All levels below starting point or One level below starting point. l Search on: Allows defining the attributes to be searched on.
41.6.3.2 - Local C omputer (W orkgroup) Settings Field Name Search Description Allows you to specify the attributes of the searches. The available settings are: l Search on: Allows defining the attributes to be searched on. l Search while typing 42 - eCopy Scan to File Scan to File enables users to scan documents and deliver them to predetermined network locations, Web locations, or to an SMTP server, with minimal data entry requirements.
Field/Button Type Description The type of the destination. The following destination types are available: l Windows folder l Novell Netware folder l FTP folder l WebDAV folder l SMTP Message 42.1.1.2 - Folder Location Settings Field/Button Folder location Description Destination information for the scanned documents. l l l For Windows or Novell folders, click the ... button and browse for an existing folder or create a new folder and select it.
42.1.1.3 - A uthentication Settings Field/Button Authenticate user Description The options are: l l l None: Sends scanned documents to the destination without requiring user authentication. The Manager requires write access to the destination. Logon As: All documents scanned and stored to this destination use the credentials that you enter in the User name and Password fields. The user is not required to log on at the device. Specify the domain/tree, user ID, and password to use for authentication.
Field/Button Description Cc sender: Checking this box sends a copy of each message to the sender. To listbox Use the Add button to add the SMTP addresses of the recipients. Subject Set the subject of the message. 42.1.2 - File name tab Field/Button Description New Adds a new entry via the File name field editor. Edit Edits an existing entry via the File name field editor. Remove Removes the selected entry from the list view. Move up Moves the selected entry up in the list view.
Field Type Type Description Specifies a type of field. Type-dependent settings change according to the field. For more information, see the Field types table below. l Alphanumeric l Numeric l Date l Time l List l Batch-based index value l Batch Number l Separator l Device Name l Logged on user 42.1.2.2 - Field Types Field Type Description Alphanumeric Inserts text into the file name.
Field Type Device name Description The name of the device from which the document is scanned. No additional settings. Numeric Inserts numeric characters into the file name. l Default: Only numeric characters can be entered in this field. l Field Size: The minimum and maximum number of digits allowed. l l Leading zeroes: Pads all values with leading zeroes to make their length equal to the maximum field size.
Note: Each connector profile supports a unique group of settings. If a setting is not available for the connector you are configuring, it will be grayed out. Option Setting Description File format The connector supports only JPG format. Color compression Select High or Medium compression for color documents. 43.2.1 - Configure settings Section/Field Name Description Enable QuickPrint Does not display the settings screen to the user at the device.
44.1.1 - Configure settings Section/Field Name Description If a scanned image file already exists then Allows you to set the action taken take this action l Overwrite always l Return error l Create unique file name (.1, .2, etc.
The eCopy Connector for SMTP via LDAP The eCopy Connector for SMTP using LDAP enables users to send scanned documents from an eCopyenabled device as email attachments using an SMTP server on the network. When a user sends email from a personal SMTP account (including a Gmail account), the system prompts users to log on to validate their identity. The Global Address List is provided by an LDAP server. 44.2- Configuring the connector For the generic connector configuration options, click here. 44.
Field Name Authentication Description Select the authentication type from the dropdown list: l Runtime: LDAP l None: Send from generic l None: Send from generic email address specified by Data Publishing For a practical example of configuring the Data Publishing with a connector, click here. Allow user to modify If checked, the user is able to customize the email field on each scan. Default generic email: Allows the administrator to provide a default generic email address to specify as the sender.
Field Name Description Authentication Define the type of authentication behavior for the SMTP server: l l l l Use specified domain if secure SMTP is enabled Runtime: Prompt sender for a username and password: the SMTP Authentication form is displayed to the user at runtime after the Send form. None: When selected, the user is not prompted for a username and password. In addition the connector does not attempt any authentication with the SMTP server.
Field Name Advanced LDAP settings Description Allows you to define what the actual attribute is called on the LDAP server itself and allows customization of LDAP attributes to return during your searches. The available settings are: l l LDAP search Person: Allows defining the actual ObjectClass to represent the “person” class during a recipient and sender search. Group: Allows defining a second ObjectClass to represent the “Group” class during a recipient search only.
Section/Field Name Description Manage Use the Add, Delete, Import, and Export buttons to manage the address data list. GMail Check the Enable using Gmail Contacts checkbox to access the user's contacts list via the Gmail Contact API; this way, when the user enters recipients on the Send form of the connector, the Gmail contacts are visible and selectable along with, for example, the eCopy addressbook contacts. Use the Search on dropdown list to specify the search criterion. 44.3.
44.3.5 - 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.
Wizard window Search settings Field Description Defines how the LDAP server searches the address book. Enables you to select a user from the LDAP tree in the Select LDAP User window. Not available if you select Active Directory as the server type. Base DN The node on the LDAP tree from which all searches should begin. If you do not know the node, click the Browse button and select the node from the tree structure in the selection window.
Wizard window User login settings Field Description Authentication The type of authentication to use on the SMTP server. Available only if SMTP Basic Authentication is enabled on the server. Generic email A generic email address that is used as the sender account for all email. User Modify The user at the device can modify the sender’s email address. Runtime: LDAP Requires the user at the device to enter the user name and password specified for the LDAP server.
Section Field Description Authentication Runtime: Prompt Prompts the user at the device to enter a user name and password when the Sender for a user name user presses the Send button on the Send screen. and password Available only if SMTP Basic Authentication is enabled on the server. Note: If Session Logon is enabled, and SSL is not enabled, eCopy recommends that you select “None” or “Login as”. None Use if the SMTP server does not require authentication.
Selecting the Auto Index option enables you to configure the index field values. The Document Profile screen does not appear at the device. Selecting any of the other Behavior options disables the eCopy values table and displays the Document Profile screen at the device unless you also specify values for all of the default fields. 45.2.1 - Authentication settings Field Name Description Name Enter the display name of the destination. User name Enter the user name to be used.
Field Name Behavior Description Select the behavior you want to use: l l l l Navigate workarea: if selected, the user is able to browse the entire Worksite server, and can choose any valid folder to store documents as a target. Specify: select a valid folder as final scanning destination. The navigation form on the client side is skipped. Specify and browse: select a valid folder as a default scanning destination.
Field Name Behavior Description Select the behavior you want to use. The available options are: l l l Show selected fields: the connector displays all required fields and selected optional custom fields for the client, and prepopulate them from the source defined by the administrator. Show required fields: the connector displays all required fields for the client, and prepopulates them from the source defined by the administrator.
Published key Mapped Worksite attribute Note ATTYPE_CUSTOM1 Custom1 When data are provided in both ECOPY_CLIENT_ID and ATTYPE_CUSTOM1, ECOPY_CLIENT_ID takes precedence. ATTYPE_CUSTOM2 Custom2 When data are provided in both ECOPY_MATTER_ NUMBER and ATTYPE_CUSTOM2, ECOPY_MATTER_ NUMBER takes precedence.
