eCopy™ Connector for ® ® EMC Documentum Version 4.
Licensing, Copyright, and Trademark Information The information in this document is subject to change and does not represent a commitment on the part of eCopy, Inc. The software described in this document is furnished under a license agreement. The software may be used or copied only in accordance with the terms of the agreement. It is against the law to copy the software on any medium except as specified in the license agreement.
Table of Contents Introduction About this guide Further information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 Registering your software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
iv List of Tables TABLE 1. Destination settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 TABLE 2. Authentication settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12 TABLE 3. Location settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 TABLE 4. Attribute settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
eCopy Connector for EMC Documentum Administrator’s Guide | 1 Introduction The eCopy Connector for EMC Documentum enables users to scan documents directly into the EMC Documentum Repository of an EMC Documentum system from an eCopy-enabled device. In this chapter ■ About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 ■ Registering your software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 | Introduction About this guide This guide is intended for administrators responsible for the installation and configuration of the eCopy Connector for EMC Documentum. It provides an overview of the connector and how it works with EMC Documentum as well as system requirements, installation instructions and configuration options, and procedures.
eCopy Connector for EMC Documentum Administrator’s Guide | 3 What’s new in the connector New and updated functionality in this version of the connector includes: ■ Improved Documentum navigation, including support for: ■ ■ ■ ■ ■ ■ ■ Subscriptions: Users can navigate directly to the cabinets and folders they use most often. Home Cabinet: Users can quickly and easily store documents in their home cabinet.
eCopy Connector for EMC Documentum Administrator’s Guide | 5 Installing and configuring the connector This chapter describes the installation prerequisites and guides you through the installation and configuration process. In this chapter ■ Installation prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 ■ Installing the connector. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 | Installing and configuring the connector Installation prerequisites The following are the installation prerequisites: ■ EMC Documentum version 5.3 or later ■ eCopy ShareScan OP 4.0 with Service Pack 2, or later Note: The connector installation kit includes all of the required EMC Documentum JAR files and DLL files. These are installed as part of the connector installation and do not need to be installed separately.
eCopy Connector for EMC Documentum Administrator’s Guide | 7 Planning and configuring connector profiles Once you have installed the eCopy Connector for EMC Documentum, the eCopy ShareScan OP Administration console enables you to configure connector profiles. This gives you the flexibility to configure access to your EMC Documentum destinations in the ways that best suit your organization.
8 | Installing and configuring the connector Configuring the eCopy Connector for EMC Documentum This section explains all the connector configuration options and the procedure for setting up an Express connector profile for more streamlined use (see page 18). To configure a connector profile In the console tree, select EMC Documentum > Properties. 2 Select the Display tab and configure the Image and Label options for the connector button.
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10 | Installing and configuring the connector TABLE 1. Destination settings Section Field Name Description Destinations Displays a list of destinations that you can make available to the user on the Destinations screen at the device. Destinations List ■ Reset Deletes all destinations in the list. New Opens the Destination window where you can configure a new destination (see “Defining a scanning destination” on page 11).
eCopy Connector for EMC Documentum Administrator’s Guide | 11 Defining a scanning destination Defining a scanning destination allows 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. To open the Destination window, click New, or Edit, on the Destinations tab.
12 | Installing and configuring the connector To configure authentication: 1 Enter a Name for the new destination. This is the destination name seen by the user at the device. Select the EMC Documentum Repository for this connector profile. 3 Specify the Authentication settings for the new destination (see Table 2). 2 TABLE 2.
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14 | Installing and configuring the connector To configure navigation: Specify the Location settings for the new destination (see Table 3). 2 To enable the Home Cabinet button on the Location screen at the device, select Enable Home Cabinet. 3 To enable the Subscriptions button on the Location screen at the device, select Enable Subscriptions. 1 TABLE 3.
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16 | Installing and configuring the connector To configure indexing: EMC Documentum uses Doctypes (metadata templates) to specify the index information that is stored with a scanned document. 1 2 3 4 5 To add a Doctype to the list of available Doctypes at the Client, click Add. The Doctypes selection window opens. Select a Doctype and then click OK. The selected Doctype is displayed in the list. Select the Doctype in the list and then click Attributes. The Attributes window opens.
eCopy Connector for EMC Documentum Administrator’s Guide | 17 TABLE 4. Attribute settings (continued) Field Name Description Show If this option is selected, a field for this attribute is displayed on the Attributes screen at the device. If the attribute is set to hidden on the Documentum server, the Show option cannot be selected and the option is automatically unchecked and disabled and cannot be modified. This also applies to the corresponding Modify checkbox.
18 | Installing and configuring the connector Configuring an Express connector profile An Express connector profile allows you to control the number of screens that the user sees at the device (see page 20). The profile below allows the user to scan and store the document by simply pressing the button on the main screen. You can customize the profile so that the user sees as many or as few screens as you want.
eCopy Connector for EMC Documentum Administrator’s Guide | 19 Using the connector This chapter describes the workflow that the connector user will experience at the scanning device. In this chapter ■ Connector workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 ■ Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 ■ Preview. . .
20 | Using the connector Connector workflow The eCopy Connector for EMC Documentum lets you scan documents directly into your EMC Documentum content management system using different, configurable scanning workflows. When you install the connector and configure and activate a connector profile on an eCopyenabled device, a EMC Documentum button is added to the main eCopy ShareScan OP screen.
eCopy Connector for EMC Documentum Administrator’s Guide | 21 Scan 1 2 3 4 5 Place your document in the feeder or on the glass. Access the main ShareScan OP screen (on a device with an embedded client, press ). If your system is configured to use the Session Logon feature, enter your user credentials on the Logon screen. On the main ShareScan OP screen, review the default scanner settings. Press Scanner Settings to change any of the settings. Press Documentum.
22 | Using the connector Preview When the connector finishes scanning the document, review the scanned images. If necessary, scan additional pages or re-scan any of the original pages by placing the pages in the feeder, or on the glass, and then pressing Scan More. 2 Press Document Settings to change any of the settings.
eCopy Connector for EMC Documentum Administrator’s Guide | 23 Authenticate The Destinations screen displays a predefined list of available EMC Documentum destinations where you can store the scanned document. Select a destination for your document. If your connector is configured for only one destination, you will not see this screen. 2 If the Logon screen appears, enter your user credentials, then press Next.
24 | Using the connector Navigate If you configure the connector to allow navigation of the entire repository, or you specify a cabinet, or folder and select Navigate subfolders, the Location screen appears. Use any of the following features to navigate to the storage location for your scanned document: ■ Select sub-levels in the list until the complete path appears in the Destination field at the top of the screen.
eCopy Connector for EMC Documentum Administrator’s Guide | 25 Index and Store If the Attributes window opens, enter or select the appropriate index attribute information in the available fields. 2 When you have entered the information, press Next or Send. After the connector successfully sends the document to the storage destination, select one of the post-scanning options.
26 | Using the connector Post-scanning options TABLE 5. Post-scanning options Option Description Log Out Displays the Logon screen. Appears only when Session Logon is enabled. New Job Displays the main Client screen. Appears only when Session Logon is enabled. Done Displays the main Client screen. Appears only when Session Logon is not enabled. New Document Displays the scan preview screen and enables you to scan a new document using the current settings.
