eCopy ShareScan® OP 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 Getting Started About this guide ........................................ 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 Further information Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
iv | Table of Contents Reference: Configuring the system Overview . . . . . . . . . . . . . . . . . . . . . . . . 45 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Starting and stopping the Services Manager Configuring system properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
|v About configuring connector Services Document Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Configuring Scanner Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Configuring Tracing settings . . . . . . . . . . . .
vi | Table of Contents Managing and using the client application Managing embedded clients . . . . . . . . . . . . . . . . 157 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .157 Managing ScanStation OP clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .157 Selecting a different TWAIN driver for the ScanStation client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
| vii Installation Environment Network environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .203 Hardware configuration guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204 ShareScan OP Services Manager PC worksheet Device worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
eCopy ShareScan OP Installation and Setup Guide | 1 Getting Started About this guide This guide is intended for administrators responsible for installing and configuring eCopy ShareScan® OP. It provides a product overview and describes system requirements and installation procedures. Further information The documentation set consists of the following documents: ■ eCopy ScanStand™ Assembly Instructions: Provides information about assembling the ScanStand that is used with eCopy ScanStation.
2 | Getting Started Technical support Technical support is available to registered users of eCopy software during the warranty period or for the duration of your software support and maintenance agreement. Contact your supplier for details. The maintenance agreement identifies the service provider. In most cases the dealer or distributor who provided the eCopy product to your organization also provides support.
eCopy ShareScan OP Installation and Setup Guide | 3 What’s new in ShareScan OP v4.0 ShareScan OP v4.0 includes new features and enhancements. ■ Session Logon: When you enable Session Logon, users only need to log on a single time to the ShareScan OP client; their logon information is effective for the entire session.
4 | Getting Started ■ Connector services: The new Services node contains all the services that used to be on the Advanced and Tracing tabs. The following table illustrates the services and options available on each tab, if the connector supports the service.
eCopy ShareScan OP Installation and Setup Guide | 5 > Document Tracking: This service enables you to create a connector profile that saves a copy of every scanned document, as a PDF file, in a secure network location (in the same domain as the ShareScan OP Services Manager computer). It also adds the name of the PDF file to the Activity Tracking log. Even if you use the batching service, the document tracking service will only create a single large document.
6 | Getting Started ■ Send to self: This option, which is available for all the mail connectors, enables you to create a connector profile that sends scanned documents only to the logged on user. The user will not see the Send screen at the device. (You can use the file name variable in the Subject line or the Notes line to distinguish between the scanned documents.
eCopy ShareScan OP Installation and Setup Guide | 7 ■ Cc: The Cc: (carbon copy) feature, which is available for all the mail connectors, allows users to send a copy of a message to one or more recipients who are not the primary recipients. ■ Scan to eCopy Desktop: This connector now works with eCopy Desktop version 9.0. Things to know if you are using ShareScan OP v3.x add-on connectors The following list describes what you need to know if you are using a v3.
8 | Getting Started v4.0 Services pane ■ However, the v3.x Advanced and Tracing tabs still appear on the v4.0 Properties pane, as shown in the following WorkSite Properties screen. v4.0 Properties pane with v3.
eCopy ShareScan OP Installation and Setup Guide | 9 ■ The v3.x connectors will use the “Advanced” settings that you specify on the Document Settings tab (which is on the 4.0 Services pane) except for the File Naming option. ■ Whatever file naming scheme you specify on the v3.x Advanced tab must match the scheme you specify on the v4.0 Document Settings tab.
eCopy ShareScan OP Installation and Setup Guide | 11 Quick Start: Installing and setting up eCopy ShareScan OP Product overview eCopy ShareScan OP (Open Platform) extends the capabilities of digital copiers and scanners. A complete system includes the following components: Client (ScanStation) Network computer running eCopy ShareScan OP Services Manager and one or more connectors (applications connected to enterprise applications, such as e-mail and fax).
12 | Quick Start: Installing and setting up eCopy ShareScan OP The ShareScan OP client is installed on your ScanStation. It displays the user interface and handles user input. It passes all information, including the raw scanned image file, to the Services Manager for processing. The ShareScan OP Services Manager resides on a network computer running Microsoft® Windows® 2000, Windows 2003, or Windows XP. ShareScan OP does not require any special server hardware.
eCopy ShareScan OP Installation and Setup Guide | 13 Installing a TWAIN driver The eCopy ScanStation uses a TWAIN driver to get input from the scanning device. You must install and configure the driver before licensing the scanning device. Installing the Konica Minolta TWAIN driver You can use Konica Minolta’s TWAIN driver Ver. 2 with ScanStations. To install the driver: 1 Insert the eCopy ShareScan OP CD (Disk 2) in your drive.
14 | Quick Start: Installing and setting up eCopy ShareScan OP Installing the UPDD driver The Universal Pointing Device Driver (UPDD) is used to configure the touch screen. If you are using a new ScanStation, you must calibrate the touch screen. If you are using an existing ScanStation, you probably do not need to calibrate the touch screen. To install the driver: 1 Insert the eCopy ShareScan OP CD (Disk 1) in the drive. 2 When the Launch window opens, click Drivers.
eCopy ShareScan OP Installation and Setup Guide | 15 Configuring the touch screen The UPDD program enables you to configure the touch screen, which includes setting the correct baud rate and calibrating the screen. The program sets the default baud rate to 19200, which is required on a new ScanStation. Important! Older ScanStations use a baud rate of 2400. If you are installing ShareScan OP on an older ScanStation, do not change the baud rate.
16 | Quick Start: Installing and setting up eCopy ShareScan OP Installing eCopy ShareScan OP Use the eCopy ShareScan OP Setup program to install the following components on a network computer: ■ Client ■ ShareScan OP Services Manager ■ ShareScan OP Administration console ■ One or more connectors To install the software: 1 Insert the eCopy ShareScan OP CD (Disk 1) in the computer’s drive. When the launch window opens, click Install ShareScan OP.
eCopy ShareScan OP Installation and Setup Guide | 17 7 When you have selected the connectors you want to install, click Next. If you selected a Lotus Notes e-mail or fax connector and the Lotus Notes client is not installed on the computer, Setup displays a message, reminding you that you must install the Lotus Notes client before you can use it, and that you must specify the path to its executable file in the Path environment variable. Click OK to continue the installation.
18 | Quick Start: Installing and setting up eCopy ShareScan OP Licensing scanning devices You license the product from the ShareScan OP Administration console. To do this, you perform the following tasks: ■ Start eCopy ShareScan OP Administration and select your ShareScan OP Services Manager. ■ License a ScanStation by performing the following tasks: > Add the product key to the local license database. > Activate the product key.
eCopy ShareScan OP Installation and Setup Guide | 19 3 Click OK . The Administration console opens. To license a scanning device: 1 In the console tree, double-click System Information, then click Licensing. 2 Enter the product key using either of the following methods. (If you received your key in electronic form, you may want to copy and paste it.) > Click New Key and enter the key (manually or by pasting a copied key).
20 | Quick Start: Installing and setting up eCopy ShareScan OP When you have added the product key, the Product Key Information window opens. You use the same Send to eCopy key to license TWAIN-enabled devices. 3 Click Activate Now to activate the license through the Internet; the activation process only takes a couple of minutes. Read the registration message, click OK , then click Done. Note: 4 If you cannot activate a license immediately, you have 30 days in which to activate it.
eCopy ShareScan OP Installation and Setup Guide | 21 5 In the console tree, click Devices > > Manage > Status, then select the Enable TWAIN check box. To select the driver: > Click (Browse). The Services Manager prompts you to select the source (the TWAIN driver). > Select the Konica Minolta TWAIN driver. > In the Manage ScanStation OP Client pane, click Save. 6 In the console tree, click Devices. The device is listed in the right pane.
22 | Quick Start: Installing and setting up eCopy ShareScan OP Configuring and activating connector profiles After licensing a scanning device, you configure profiles for each connector that you want to use, and then activate them on the device. When you create a connector profile, you associate it with a button that appears in the ShareScan OP client application.
eCopy ShareScan OP Installation and Setup Guide | 23 To specify connector properties: 1 In the console tree, double-click Connectors. The console displays all the installed connectors. (To change the view, right-click in the right pane, click View, then select the view you want to use.) 2 Double-click Exchange. The console displays the Properties and Services icons.
24 | Quick Start: Installing and setting up eCopy ShareScan OP 3 Double-click Properties. The console displays the Exchange Properties pane. 4 On the Display tab, leave the default image. Enter Exchange Example in the Label field, as shown in the following screen. This label will appear on the button in the client application.
eCopy ShareScan OP Installation and Setup Guide | 25 5 Select the Configure tab. (This tab looks a little different for each connector, but contains similar types of settings.) 6 Click the Properties button in the lower right corner of the pane. On the Basic Settings tab, enter the ShareScan OP User information, then click Test. When the console displays “Test successful”, proceed to the next step.
26 | Quick Start: Installing and setting up eCopy ShareScan OP 7 Select the Advanced Settings tab. You can configure the Exchange connector to allow users to send scanned documents as e-mail attachments from their personal Microsoft Exchange account. If you do not select the Send from personal account option, the connector sends the documents from the ShareScan OP User Account (specified on the Basic Settings tab).
eCopy ShareScan OP Installation and Setup Guide | 27 10 Select the Content tab. This tab enables you to specify the default subject or note information that will be available to the user at the scanning device. This version of the product supports several new variables (see page 6). The user can accept the default text or enter new text at the device.
28 | Quick Start: Installing and setting up eCopy ShareScan OP 11 Select the Express tab. You use this new feature (see page 5) to create a profile that minimizes user interaction at the device. For example, if you specify a list of recipients and a subject line, the user will not be able to select recipients or specify a subject line at the device. (The user will not see the Send screen.) 12 To configure the Express feature: > Select the Enable check box.
eCopy ShareScan OP Installation and Setup Guide | 29 Click OK . The console displays the recipients in the To: list. 13 Click Save to save the settings in a connector profile. 14 In the Save Profile window, type exchange_express as the name of the profile (or leave “default” as the name), then click Save.
30 | Quick Start: Installing and setting up eCopy ShareScan OP To specify connector services: 1 In the console tree, click Exchange > Services. 2 On the Document Settings tab, specify the default settings that you want available to the user for each option. Select the User modify check box if you want to allow the user to change the default setting for an option at the device.
eCopy ShareScan OP Installation and Setup Guide | 31 3 Select the Scanner Settings tab. Then select the Enable Scanner Settings check box and specify the default scanner settings that you want this connector profile to use. (You can create additional profiles for the same connector that use different scanner settings at the same device.) 4 Click Save to save the settings in the connector profile.
32 | Quick Start: Installing and setting up eCopy ShareScan OP To activate a connector profile on a device: 1 In the console tree, click Devices > > Properties. The console displays the list of available connectors and the number of profiles that have been created for each connector. Note: The Arrange button allows you to position connector buttons in a particular order on the client screen. 2 Select the Activate Connector check box for Exchange.
eCopy ShareScan OP Installation and Setup Guide | 33 3 Select a configured profile, such as “exchange_express”, then click OK . The No. of Profiles column now indicates that you have activated one connector profile. 4 In the Device Properties pane, click Save. When you run the client, it will display a button for each active connector profile, up to a maximum of nine buttons. (If you are using the client with Send to eCopy, the settings in the lower left corner of the screen will not appear.
34 | Quick Start: Installing and setting up eCopy ShareScan OP Starting the ScanStation OP client This section provides you with basic information about configuring and starting the ScanStation OP client. For information about managing the ScanStation OP client, see “Managing and using the client application” on page 157.
eCopy ShareScan OP Installation and Setup Guide | 35 If you set up a multifunction product (MFP) device to use with Send to eCopy, this pane will include a Send to eCopy tab. 2 Select the Settings tab, enter a password in the Password (Exit) field, then click Save. Specifying an exit password prevents unauthorized users from quitting the client application.
36 | Quick Start: Installing and setting up eCopy ShareScan OP Important! By default, the system keys are secured and the taskbar is hidden. This ensures that users cannot shut down the ScanStation PC, invoke the Start menu, or access other applications. You cannot disable this option. However, even though the system keys are secured, authorized users can quit the client application (see “Specifying an exit password for the ScanStation client” on page 160).
eCopy ShareScan OP Installation and Setup Guide | 37 The scanner settings that you specified on the device’s Scanner Settings tab are displayed in the lower left corner of the screen, unless you enabled use of the TWAIN driver’s interface. If you are using the client with Send to eCopy, the settings in the lower left corner of the screen will not appear. 6 Select the connector button. If prompted, select your TWAIN-enabled device.
38 | Quick Start: Installing and setting up eCopy ShareScan OP What’s next? The rest of this guide contains reference information for configuring the system, managing devices, and using the client application.
eCopy ShareScan OP Installation and Setup Guide | 39 Quick Start: Setting up MFP devices to use with Send to eCopy Overview eCopy ScanStation OP enables users of supported multifunction product (MFP) devices to scan documents and send them to a shared storage folder on a ScanStation. The ScanStation must be licensed to use eCopy Send to eCopy. To set up the device, you must perform the following tasks: ■ Install and license eCopy ShareScan OP.
40 | Quick Start: Setting up MFP devices to use with Send to eCopy Supported scan settings Send to eCopy can retrieve image files from the designated SMB folder or FTP folder only when they have been scanned using the following supported settings: ■ Black-and-white scans — 300/400/600 dots per inch (DPI). ■ Color and gray-scale scans: 300 DPI. ■ Auto Color: 300 DPI. ■ Black-and-white — single-page TIFF format. ■ Color — single-page JPEG.
eCopy ShareScan OP Installation and Setup Guide | 41 3 To register a destination: > Click Scan. The Address Book List page opens. > Click New Registration. The New Registration page opens. > Select SMB, then click Next. The Address Book (SMB) page opens. Specify the settings, then click Apply. Field Description Name Enter the name of the destination. Index Select the index tab on which you want the destination to appear.
42 | Quick Start: Setting up MFP devices to use with Send to eCopy Configuring Send to eCopy The Send to eCopy tab is available in the eCopy ShareScan OP Administration console only after you license the ScanStation using a Send to eCopy product key. To configure Send to eCopy: 1 Start ShareScan OP Administration (Start > Programs > eCopy Applications > ShareScan OP Administration). 2 In the console tree, click Devices > > Manage.
eCopy ShareScan OP Installation and Setup Guide | 43 5 Under Location, specify the following information about the target storage folder: > Type: Select SMB. > Folder: For an SMB location, enter the path to the shared folder, such as: C:\\KonicaMinolta_drop > Hostname: For an SMB location, enter the IP address of the computer where the ShareScan OP Services Manager is installed, such as: 10.10.9.111. > Login: Enter the name of the user who has access to the storage folder.
44 | Quick Start: Setting up MFP devices to use with Send to eCopy Using scanned documents with the ScanStation client After a user scans documents to the specified destination, the scanned documents become available for use with connectors installed on the ScanStation client. To use scanned documents with the ScanStation client: 1 At the ScanStation, click Scanner Settings if you want to modify the output and image processing options before retrieving the scanned documents.
eCopy ShareScan OP Installation and Setup Guide | 45 Reference: Configuring the system The eCopy ShareScan OP Administration console is an MMC (Microsoft Management Console) snap-in that enables you to manage ShareScan OP Services Managers, connectors, and eCopyenabled devices. An eCopy-enabled device is: ■ A multifunction product (MFP) device or scanner that is connected to an eCopy ScanStation. or ■ An MFP with the eCopy ShareScan OP client installed, or embedded, in the device.
46 | Reference: Configuring the system Starting and stopping the Services Manager The ShareScan OP Services Manager runs as a Windows service. You can start or stop the ShareScan OP Services Manager from the Administration console. (The Services Manager must be running when you add a manager.
eCopy ShareScan OP Installation and Setup Guide | 47 Specifying advanced properties The Advanced tab allows you to specify properties for encryption, the searchable text engine, secure deletion of temporary files, and color compression. To specify advanced properties: 1 In the console tree, click System Information > Properties and select the Advanced tab. 2 Specify the advanced properties.
48 | Reference: Configuring the system Configuring keyboard settings The Keyboard Settings tab allows you to configure the on-screen keyboard. Devices with embedded clients always use the on-screen keyboard. You can configure a ScanStation to use either a hard keyboard or the on-screen keyboard. To configure keyboard settings: 1 In the console tree, click System Information > Properties and select the Keyboard settings tab. 2 Specify the keyboard settings.
eCopy ShareScan OP Installation and Setup Guide | 49 Configuring Session Logon When you enable Session Logon, users only need to log on a single time to the ShareScan OP client; their logon information is effective for the entire session. The users do not have to enter their logon information each time they select a connector during the current session; the Services Manager passes the session logon information to the connector.
50 | Reference: Configuring the system Section Field Name Description Search Parameters Search On The search criterion by which the system searches the user list: > Windows Active Directory: First Name, Last Name, Display Name, or Account Name > Novell Directory Services: First Name, Last Name, or User ID Base DN The base DN (distinguished name), or directory root, which is the starting point of the search. This option defaults to the root of the main tree.
eCopy ShareScan OP Installation and Setup Guide | 51 Configuring system tracing You can write transaction information to a trace file to help with troubleshooting. You typically only do this when you are working with Technical Support. Enabling tracing will slow down overall system performance. To configure system tracing: 1 In the console tree, click System Information > Properties and then select the Tracing tab.
52 | Reference: Configuring the system In the Administration console, the License Information tab displays the status of each product key in the database. If you are using ShareScan OP on a ScanStation, a single product key will be listed. The following list describes the license status options: ■ Activated: The key has been assigned to a device and the license has been activated.
eCopy ShareScan OP Installation and Setup Guide | 53 To enter a product key manually: 1 In the console tree, click System Information > Licensing. 2 Click to make the edit field active, enter your product key in the field, and then press ENTER. or Click New Key and enter your product key in the dialog box. The system automatically fills in the remaining fields with information about the product key. 3 Click OK .
54 | Reference: Configuring the system Adding a device with an embedded client Note: This section does not apply to devices connected to eCopy ScanStations. These devices are automatically added to the Services Manager when a valid product key is added to the license database and the TWAIN driver is selected. You can manage multiple embedded devices from the Administration console. Each device is associated with a ShareScan OP Services Manager.
eCopy ShareScan OP Installation and Setup Guide | 55 Activating licenses When you assign a product key to a device, you can activate the device’s license immediately (recommended), or you can activate it later. You have 30 days in which to activate the license. Internet activation is fast and easy. If you do not have an Internet connection, use the Report button on the License Information tab to generate a text file containing your product key information. Print the report file.
56 | Reference: Configuring the system Monitoring activity on the Services Manager The Activity Monitor enables you to monitor scanning activity on a ShareScan OP Services Manager. This is useful for finding bottlenecks as it shows all activity and timing information in real time. To send a text version of the contents of the activity list to a file, right-click in the list and select Send to File. The system prompts you to select a location and file name for the saved document.
eCopy ShareScan OP Installation and Setup Guide | 57 Export/Import also lets you restore the ShareScan OP Services Manager to a previously-saved configuration and copy the configuration files to other ShareScan OP Services Managers. Notes: When you import connector profiles and forms, the imported information overwrites the existing information. For example, if you configure several profiles for a single connector and then import the ShareScan OP v3.
58 | Reference: Configuring the system Remote administration When the ShareScan OP Services Manager, the Administration console, and all available connectors are installed on a network computer (for example, in an IT department), you can perform the following tasks for eCopy-enabled devices on the network: ■ Connect remotely to a single device and configure its system properties. ■ Connect remotely to a single device and configure its device properties.
eCopy ShareScan OP Installation and Setup Guide | 59 Configuring connectors An eCopy ShareScan OP system can use any of the base connectors provided by eCopy, Inc. as well as add-on connectors or services that you have purchased. You configure connectors by creating connector profiles that specify various settings, such as the appearance of the connector’s button and the image format you want to use.
60 | Configuring connectors Installing connectors and services To install a base connector that you did not install during initial installation of the ShareScan OP software, run the setup program again and then select the Modify option. To install an add-on connector or service, you must run the setup program included with it. The setup program installs the software and registers it on the ShareScan OP Services Manager.
eCopy ShareScan OP Installation and Setup Guide | 61 Creating and saving connector profiles You must configure a connector's profile and test the settings before you can activate it for use with a device. To create a new profile: 1 In the console tree, select the connector for which you want to create a profile. 2 Specify the Properties settings for the profile and click Save. The Save Profile window opens. 3 Enter a name for the new profile and click Save.
62 | Configuring connectors Activating connector profiles To make connector profiles available at a device, you activate the connectors and then select the connector profiles. You can enable up to nine connector profiles on each device. To activate connectors profiles: 1 In the console tree, select Devices > Properties. 2 On the Selection tab, select the Activate Connector check box for your connector. The Select Connector Profiles window opens.
eCopy ShareScan OP Installation and Setup Guide | 63 About configuring general Properties settings Each connector displays its own Properties settings in the eCopy ShareScan OP Administration console. Properties settings for each connector profile are set in the tabs in the Properties window. Certain properties are used by a number of connectors and are grouped under general Properties settings in this document.
64 | Configuring connectors Configuring the Content settings The Content tab is used to configure settings for messages and bylines included in messages for mail and fax connectors To configure the Content settings: 1 In the console tree, select > Properties. 2 On the Content tab, specify the settings. Section Field Description Message (applies to mail connectors) Select Subjects to display the available subject lines or Notes to display the available notes.
eCopy ShareScan OP Installation and Setup Guide | 65 3 Section Field Description Email Address Format in Message Content (applies only to the Lotus Notes Mail connector) Select how you would like recipient names to appear in the body of the message when the $$RECIPIENTS$$ variable is included. Important! When you send mail to multiple recipients from a personal Lotus Notes account, the eCopy agent on the Domino server creates an individual message for each recipient.
66 | Configuring connectors Configuring Express Express allows you to reduce the amount of time that your users spend at the device. You do this by enabling Express in a connector profile and specifying information, such as a recipient's name, on the Express tab. The profile allows the user to scan and send documents without having to enter additional information at the device. You can create multiple profiles and configure each to store documents in a different destination.
eCopy ShareScan OP Installation and Setup Guide | 67 3 Section Field Name Description eCopy Connector for Captaris RightFax Enable Enables Express for the connector. Billing Code 1 Includes the first billing code set on the Configure tab. Test Tests that the billing code is correctly configured for RightFax. When you click Test, the labels of the fields Billing Code 1 and Billing Code 2 change to reflect the field titles shown on the Configure tab.
68 | Configuring connectors Configuring Search while typing The Search while typing function enables ShareScan OP to automatically search for matching address list entries after each character the user enters. This is a useful feature when the user is searching a long list for an entry. The user does not have to type the entire name in the field. Example: A user wants to enter “Chris Levesque” in a user name field. As the user enters “c”, the client displays the first address entry that begins with ‘c’.
eCopy ShareScan OP Installation and Setup Guide | 69 About the Field Editor When you create file name fields or index fields, you select the field type in the Field Editor or in the Index Field Editor. The following table lists all available field types. Each editor supports a unique group of field types. Field Type Description Alphanumeric Field size: The minimum and maximum number of characters allowed.
70 | Configuring connectors Configuring the fax address format For fax connectors, you must define the fax address format required by your fax server application or Internet fax service. To configure the fax address format: 1 In the console tree, click the name of the fax connector. 2 On the Fax Format tab, click the Format button. The Fax Address Format window opens. 3 Refer to the documentation for your fax application to obtain the correct format for fax addresses.
eCopy ShareScan OP Installation and Setup Guide | 71 3 For each component, select the Value field (for example, Prefix Value), click Modify, enter the appropriate prefix value in the Modify Value window, and then click OK . The completed string appears in the Fax Address Format window. 4 When you finish building the fax address, click OK to close the Fax Address Format window.
72 | Configuring connectors Installing MSDE You install MSDE SP3 using the ShareScan OP Setup program. To install MSDE: 1 Insert the ShareScanOP installation CD into the CD drive and then click Optional Components. 2 Select Install MSDE SP3. During installation, MSDE will prompt you for a password. You will need this password when you create an address book database. 3 When the installation is finished, restart the computer and verify that SQL Server is running.
eCopy ShareScan OP Installation and Setup Guide | 73 Creating an address book database You can create an address book database on any PC running ShareScan OP Services Manager. Once you have created the database, you can select it from other Services Managers. Note: If the Windows Firewall is on, sqlserver.exe must be in the exceptions list.
74 | Configuring connectors Configuring a connector to use the address book After creating and enabling the address book, you can configure connectors to use it. To configure a connector to use the address book: 1 In the console tree, click your mail or fax connector, click Properties, and then click the Local Address Book or Address Books tab. 2 Under Internet Address Book for mail connectors or Fax Address Book for fax connectors, click Choose. The Data Link Properties window opens.
eCopy ShareScan OP Installation and Setup Guide | 75 About configuring connector Services Use the tabs in the connector Services window to configure Services settings for each connector profile. Document Settings Use the Document Settings tab to specify default settings for connector profile-specific options, including encryption, searchable text, and image format, and to specify whether the user can change the settings at the eCopy-enabled device.
76 | Configuring connectors Option Setting Description File Format TIF Fax TIF PDF eCopy Specifies the default image format for use with the selected profile. TIF Fax supports Group3 2D 1-bit. TIF supports Group4 2D 1-bit, GrayScale 8-bit, and Color 24-bit. If you select a TIF option, you must disable the Searchable Text and Encryption options; they are not compatible with the TIF format. Color pages that are scanned using the PDF or eCopy format are automatically compressed.
eCopy ShareScan OP Installation and Setup Guide | 77 Option Setting Description Batching This option is for PDF and eCopy file formats only. Off Batching will not be available for the selected profile at the device. Number of pages Creates a new document after a specified number of pages. Click Pages and enter the number of pages. File size Creates a new document when the file reaches a specified size. Click Size and enter the file size, in KB.
78 | Configuring connectors Configuring Scanner Settings Use Scanner Settings to attach scanner settings to a connector profile. For example, assume that a user always needs Legal as the output paper size, with the content scaled down to 90%. You can specify these settings in a profile so that the user does not have to change the settings at the device. If the device does not support a setting that you select, the connector uses the device’s default settings.
eCopy ShareScan OP Installation and Setup Guide | 79 Configuring Tracing settings Use the Tracing tab to configure how you want to capture trace information in a log file to help troubleshoot connector issues. You typically do this only when working with Technical Support. Tracing will slow down overall system performance. To configure the Tracing settings: 1 In the console tree, select > Services. 2 On the Tracing tab, specify the Tracing settings.
80 | Configuring connectors Connector-specific configuration information This section provides information about configuring each connector. For information about configuring general properties, see “About configuring general Properties settings” on page 63. For information about configuring connector services, see “About configuring connector Services” on page 75. Copy Copy enables users to perform a variety of copying functions using an eCopy ShareScan OP client embedded on a scanning device.
eCopy ShareScan OP Installation and Setup Guide | 81 eCopy Connector for Microsoft Exchange The eCopy connector for Microsoft Exchange enables users to send scanned documents from an eCopy-enabled device as e-mail attachments from a generic account or from their personal Microsoft Exchange account. eCopy recommends that you create a generic Microsoft Exchange account for use by ShareScan OP.
82 | Configuring connectors 4 Click Properties , then specify the basic settings. Section Field/Button Name Description ShareScan OP User1 User name The user name for logging on to the Exchange server. The user name specified in this field must match the name of the associated Exchange mailbox. Note: The eCopy Connector for Microsoft Exchange does not accept user names that contain spaces.
eCopy ShareScan OP Installation and Setup Guide | 83 5 Select the Advanced Settings tab, then specify the advanced settings. Section Field Name Description Sender Settings Send from personal account Prompts the user at the device to log on to Exchange. The user can enter their personal logon information or, if authorized, another user’s logon information. The connector sends each e-mail from the specified account.
84 | Configuring connectors 7 Select the Local Address Book tab, then specify the settings. Field Name Description Enable1 Allows you to configure the local address book that stores Internet e-mail addresses entered at the device, and that are not in the Global Address List or in the Contacts folder. When you enable the Internet Address book, you can add, delete, import, and export addresses.
eCopy ShareScan OP Installation and Setup Guide | 85 eCopy Connector for Fax via Microsoft Exchange The eCopy connector for Fax via Microsoft Exchange enables users to scan and fax documents from an eCopy-enabled device through an e-mail-to-fax gateway on the Microsoft Exchange server. To use this connector, you must have a network fax server and the appropriate Exchange server plug-in.
86 | Configuring connectors 3 Select the Configure tab, then specify the settings. Section Field Name Description ShareScan OP User1 User name The user name for logging on to the Exchange server. The user name specified in this field must match the name of the associated Exchange mailbox. Note: The eCopy Connector for Microsoft Exchange does not accept user names that contain spaces.
eCopy ShareScan OP Installation and Setup Guide | 87 5 Click the Address Books tab, then specify the settings. Section Field Name Description Fax Address Book Create Opens the Create a Fax Address Book Database window, where you can create a new address book database using MSDE (see “Creating an address book database” on page 73). Choose Configures the connector to use the address book (see “Configuring a connector to use the address book” on page 74).
88 | Configuring connectors eCopy Connector for Fax via Print The eCopy Connector for Fax via Print enables users to fax documents from an eCopy-enabled device by sending the scanned document to a third-party fax driver. The fax driver then displays its own user interface, if any, on the ScanStation client. Some fax drivers display an e-mail client. Note: You can create Fax via Print profiles on any ShareScan OP Services Manager, and publish them to any Services Manager that supports the embedded client.
eCopy ShareScan OP Installation and Setup Guide | 89 eCopy Connector for Lotus Notes Mail The eCopy Connector for Lotus Notes Mail enables users to send scanned documents from an eCopy-enabled device as e-mail attachments from either a generic account or from their own personal Lotus Notes account. It is recommended that you create a generic Lotus Notes account for use by ShareScan OP.
90 | Configuring connectors 3 Select the Configure tab, then specify the account settings. Section Field Name Description ShareScan OP User Specifies the information about the account used to access the Global Address List. Active ID File The name of the Lotus Notes ID file installed on the local machine. User Name The user name associated with the Active ID file. Password The password associated with the Active ID file. Test Click Test to verify the logon information.
eCopy ShareScan OP Installation and Setup Guide | 91 4 Click the Address Books tab, then specify the settings. Section Field Name Description Lotus Notes Address Book Enable Allows users to search for and select recipients from the Lotus Notes address book. Sender selection is available only when the Send from personal account check box is selected on the Configure tab. Address Book Select the Global Address List. Search on Search options: First Name, First Name Long Format, or Last Name.
92 | Configuring connectors eCopy Connector for Fax via Lotus Notes The eCopy Connector for Fax via Lotus Notes enables users to scan and fax documents from an eCopy-enabled device through an e-mail-to-fax gateway on the Lotus Notes server. To use this connector, you must have a network fax server and the appropriate Notes server plug-in. The scanned document, along with sender and recipient information, is sent to the Notes server using the local Lotus Notes client.
eCopy ShareScan OP Installation and Setup Guide | 93 3 Select the Configure tab, then specify the account settings. Section Field Name Description ShareScan OP User Specifies the information about the account used to access the Global Address List. Active ID File The name of the Lotus Notes ID file installed on the local machine. User Name The user name associated with the Active ID file. Password The password associated with the Active ID file. Test Click Test to verify the logon information.
94 | Configuring connectors 4 Click the Fax Format tab, which displays samples of the current fax address format, then specify the Fax format (see “Configuring the fax address format” on page 70). If your fax server uses an embedded tag, enter the tag in the Cover Page Via Embedded Tag field. (Some fax servers, including Captaris RightFax, use an embedded tag to indicate that a cover page is required.
eCopy ShareScan OP Installation and Setup Guide | 95 6 On the Content tab, specify the settings (see “Configuring the Content settings” on page 64). 7 On the Express tab, specify the Express settings (see “Configuring Express” on page 66). 8 Click Save, select or specify the profile name, then click Save. To configure services for the eCopy Connector for Fax via Lotus Notes: 1 In the console tree, select Fax via Lotus Notes > Services.
96 | Configuring connectors eCopy Connector for SMTP using LDAP The eCopy Connector for SMTP using LDAP enables users to send scanned documents from an eCopy-enabled device as e-mail attachments using an SMTP server on the network. When sending e-mail from a personal account, the system prompts users to log on to validate their identity. The Global Address List is provided by an LDAP server. Configuring the LDAP/SMTP connector can be complex if you are unfamiliar with LDAP and SMTP.
eCopy ShareScan OP Installation and Setup Guide | 97 4 Select the Local Address Book tab, then specify the settings. Section Field Name Description Internet Address Book Enable Allows users to search for and select recipients from the local address book. Search On Specifies whether to search the address list by first name, last name, or common name. For example, if you select Last Name, the client displays last names followed by first names, as in “Martinez, Paolo”.
98 | Configuring connectors eCopy connector for SMTP using LDAP Wizard settings Section Field Description LDAP Server Type Server Type Select from the following server types: > Generic LDAP Server > Windows Active Directory > Windows Active Directory (Untrusted) > Novell eDirectory > Netscape LDAP Server > Open LDAP Server > IBM Domino Server Your selection allows the wizard to set your user ID, e-mail address, first name, last name and common name.
eCopy ShareScan OP Installation and Setup Guide | 99 Section Field Description Search Settings Start Search At The node on the LDAP tree from which all searches should begin. If you do not know the node, click the Browse button and select the node from the tree structure in the selection window. Search scope Select a search level: > All levels below search starting point: Allows expanded searching. > One level below search starting point: Optimizes LDAP queries and increases performance.
100 | Configuring connectors Section Field Description User Logon Settings None Sends the user at the device directly to the Send screen without displaying the Logon screen. If you select this option, you must specify a generic e-mail address, or select User modify, or select both. Generic email A generic e-mail address that is used as the sender account for all mail. User modify Allow the user to modify the sender’s e-mail address at the device.
eCopy ShareScan OP Installation and Setup Guide | 101 eCopy connector for SMTP using LDAP Properties settings The Properties window allows administrators who are more familiar with LDAP to fine-tune the settings, without relying on the Wizard. Basic LDAP settings Section Field Description LDAP Server Specifies the information about the server that will provide the Global Address List; the same server is used for sender authentication if LDAP authentication is enabled.
102 | Configuring connectors Section Field Description Search Base DN The DN (distinguished name) of the base or root of the directory in which to search. This varies depending on the server you are using and the portion of the directory you wish to search. “DC=ecopy”, “CN=users”, “DC=ecopy, DC=com”, and “OU=marketing,DC=ecopy” are all examples of possible base DNs. If you leave this field blank, ShareScan OP uses “DC=” and tries to obtain the directory root from the LDAP server automatically.
eCopy ShareScan OP Installation and Setup Guide | 103 Advanced LDAP Settings This tab allows you to customize your queries to the LDAP database and choose the LDAP attributes to query. Section Field Description LDAP Attributes If you use a non-standard attribute in the e-mail, First Name, Last Name, and Common Name fields, enter the attribute name in the field. Class The LDAP class to which the attributes you want to query belong.
104 | Configuring connectors Section Custom LDAP Attributes Field Description Common name The attribute that your system uses to query the user’s common name. The default choices are: > uid > SAMAccountName > sn > cn > givenName Custom attributes control the display of Sender and Recipient information at the device. Use square brackets to define custom attributes and static text to enter elements that remain constant.
eCopy ShareScan OP Installation and Setup Guide | 105 SMTP Settings Section Field Description SMTP Server Server The IP address or DNS name of the SMTP server to use for outgoing messages. If the server supports anonymous access, it must be disabled if you want to use SMTP authentication. Port The SMTP port number (default is 25). Test Tests the SMTP server connection. You must have a valid connection before you can continue.
106 | Configuring connectors User Logon Settings Section Field Description Logon Send from a generic account Sends the user at the device directly to the Send screen without displaying the Logon screen. If you select this option you must specify a generic e-mail address, or select User modify, or both. Generic e-mail A generic e-mail address that is used as the sender account for all mail. User modify Allows the user to modify the sender’s email address at the device.
eCopy ShareScan OP Installation and Setup Guide | 107 eCopy Connector for Fax via SMTP The Fax via SMTP connector enables users to scan and fax documents from an eCopy-enabled device through an SMTP e-mail-to-fax gateway. To use this connector, you must have a network fax server and the appropriate SMTP server plug-in. The scanned document along with the sender and recipient information is sent to the SMTP server as a MIME-formatted mail message.
108 | Configuring connectors 3 Select the Configure tab, then specify the settings. Section Field Name Description LDAP Server Specifies the information about the server that will provide the Global Address List; the same server is used for sender authentication if LDAP authentication is enabled.1 User Name The user name of an account that can access the LDAP server, such as an LDAP DN (distinguished name). If applicable, use the domain-qualified name, for example, “ecopy\auser”.
eCopy ShareScan OP Installation and Setup Guide | 109 Section Field Name Description Mail Account Send from personal account Sends from the user's personal e-mail account. The sender's name or e-mail address will be included in the From field (on the client). Authentication and Domain/Tree The authentication method. If you cannot authenticate against the LDAP server, select Windows and then enter the name of the domain, or select Novell and then enter the name of the Novell tree.
110 | Configuring connectors 5 Click the Address Books tab, then specify the settings. Section Field Name Description LDAP Directory Enable Allows users to search for and select recipients from the LDAP address list. Sender selection is available only when the Send from personal account check box is selected on the Configure tab. If you do not enable the LDAP directory, users must enter their complete name at the device.
eCopy ShareScan OP Installation and Setup Guide | 111 Quick Connect Quick Connect enables users to scan documents and deliver them to predetermined network locations, or to an SMTP server, with minimal data entry requirements. It is ideally suited to environments where large numbers of documents must be scanned quickly into automated or manual workflows. For example, a human resources department might use Quick Connect to scan incoming job applications and deliver them to a central repository for review.
112 | Configuring connectors Defining a scanning destination You must define at least one destination on the Destinations tab. If you define more than one destination, Quick Connect will prompt the user to select one during the scanning process. The Destinations tab also allows you to Edit a selected destination, Remove a selected destination, and use the Move Up and Move Down buttons to reposition a destination in the list. To define a destination: 1 On the Destinations tab, click New.
eCopy ShareScan OP Installation and Setup Guide | 113 Destination Type Section Field Windows Folder, Novell NetWare Folder, or FTP Folder Folder location Enable subfolder navigation Description Destination information for the scanned image files. For Windows or Novell, click the Browse button and then select an existing folder or make a new folder and then select it. For FTP, enter the FTP location, such as “ftp://ftp01/scans”. (The Browse button is not available for FTP folders.
114 | Configuring connectors Destination Type Section SMTP Message SMTP server Field Description Name The name of the server to use when sending the scanned image files. Port The port number of the server. Personal Account Sends the scanned document from the user’s personal e-mail account. Generic Account Sends the scanned document from a generic account. Cc: Sender Sends a copy of the scanned document to the sender.
eCopy ShareScan OP Installation and Setup Guide | 115 Destination Type Section Field Database Destination List Description Allows you to set a database as a destination in Quick Connect and allows users at the device to scan documents and store them in the destination database. Database mapping also allows you to store the name of the document and the file extension.
116 | Configuring connectors The file name generated at the device is composed of one or more fields. Use the Field Editor to specify the default field values. The Default and User modify fields are not available with all field types. Field Description Name An identifier for the field. Type (see “About the Field Editor” on page 69) The data type (alphanumeric, date, time, etc.) Your selection causes the window to display the appropriate fields for the field type. Default The default value.
eCopy ShareScan OP Installation and Setup Guide | 117 Defining an index field When you configure Quick Connect’s document indexing option, the connector prompts the user to enter information in one or more fields. The information describes the content of the document, such as a case ID, a client name, or a document type. Quick Connect saves the index information with the document. This option is useful with back-end applications that can process the image and index files in the destination folder.
Quick Connect Update | Page 118 Setting a database destination Setting a database as a destination in Quick Connect allows users at the device to scan documents and store them in a database. The Map Document Destination feature allows you to store the name of the document and the file extension in specific database fields. To set a database as a document storage destination: 1 Select Quick Connect > Properties > Destinations, then click New. The New destination window opens.
Quick Connect Update | Page 119 Mapping an index field to a database location You can map any type of index field — Alphanumeric, File Name, Numeric, etc. — to fields in a database. When a user enters values in mapped index fields, the connector stores the index values in the associated database fields. All mapped information is stored in the database as STRING data, regardless of the type of index field.
Quick Connect Update | Page 120 4 On the Map Database Fields tab, under Select Table Name, select a table. The index values that the user enters in index fields at the device will be stored in this table. The Map Fields list displays the names of the Quick Connect index fields that you created. 5 Under Map Fields, select the Quick Connect index field that you want to map to a database field. In the Database Field column, select the target database field.
Quick Connect Update | Page 121 Using a database as the source of index values You can create an index field that uses a database as the source of index values. This allows users at the device to select from a list of available values on the Index screen. If the database administrator modifies index values in a database that are associated with a Quick Connect index field, users will have access to the changed index values.
Quick Connect Update | Page 122 Configuring a datasource To configure a datasource: 1 In the New destination window or the Select Recent DataSource window, click Configure. The Configure Datasource window opens. 2 Select the database type, then specify the appropriate settings. Database type Settings Microsoft Access Specify the path to the Access database (*.MDB). Select the Blank Username and Password check box, if the database does not require these credentials.
Quick Connect Update | Page 123 Specifying Data Link properties The Microsoft Data Link Properties window opens when you select Other as the database type and then click Build String. To specify the data link properties: 1 On the Provider tab, select one of the following OLE DB providers, then click Next: > Microsoft OLE DB Provider for SQL Server > Microsoft OLE DB Provider for ODBC Drivers Your ODBC DataSource must be either Microsoft Access Driver (*.mdb) or Microsoft SQL Driver.
124 | Configuring connectors eCopy Connector for Captaris RightFax The eCopy Connector for Captaris RightFax enables users to scan and fax documents from the eCopy-enabled device through an existing Captaris RightFax server. The connector is compatible with RightFax Server 8.7 and 9.0 with Service Pack 2. When configured appropriately, users can send files from their personal RightFax account and access their personal RightFax phone book for recipient selection.
eCopy ShareScan OP Installation and Setup Guide | 125 Section Phone Books Cover Sheet Default Important! A cover sheet can only be sent with a fax if the Use Cover Sheet option is enabled in the RightFax FaxUtil client for the authenticated user (see your RightFax documentation). Field Name Description Use Windows NT authentication Available only for RightFax Server 8.7 and later. If selected, all users must log on to the RightFax server using their Windows NT credentials.
126 | Configuring connectors Section Field Name Description Billing Codes Fields 1, 2, and 3 Available billing codes are defined on the RightFax server and displayed in these fields. You can enable the fields for use with scanned documents. Each enabled field appears on the Billing Codes form at the device. (If you do not enable any fields, the Billing Codes form does not appear.) For each field, select the appropriate options. The title of Field 3 is always Description.
eCopy ShareScan OP Installation and Setup Guide | 127 Scan to eCopy Desktop The Scan to eCopy Desktop connector provides an easy way for users to scan documents at an eCopy-enabled device and send them back to the scan inbox of the recipient’s eCopy Desktop document editing application. Depending on the configuration of the connector, the recipient can be the user performing the scan or other users of the eCopy Desktop application whose inboxes are set up to receive scanned documents via the connector.
128 | Configuring connectors ■ Network Home Directories: Must be created by a network administrator. If you configure the connector to use a network home directory, the connector automatically uses the “Allow single recipients only” and “Authenticate users” options. Network security ensures that only the Local Administrator, the ShareScan Administrator and the local user can read from or write to the root of the network home directory or to the specified subdirectory.
eCopy ShareScan OP Installation and Setup Guide | 129 Security for network home directories Network security native to Windows and Novell home directories ensures that only the owner of the home directory can write to and read from subfolders in the home directory. Scan to eCopy Desktop must connect to the specified scan inbox folder as the owner of the home directory. For this to happen, the user must enter the owner authentication information for the home directory at the device.
130 | Configuring connectors Novell NetWare (NDS) userdirs.txt Admin Full control ShareScanAdmin Full control Everyone File scan Admin Full control ShareScanAdmin Full control Everyone None Multiple ShareScan OP Service Managers on the same domain or tree should all point to the same Inbox Management directory. In this configuration, you only need to enable one Inbox Agent.
eCopy ShareScan OP Installation and Setup Guide | 131 Scan to eCopy Desktop pre-configuration Notes: If you are migrating from an earlier version of eCopy ShareScan and have already configured an Inbox Management directory, you can use the existing location and settings. If you have a Novell network with multiple trees, you must set the Preferred tree field in the Novell client configuration for the eCopy Inbox Agent and Scan to eCopy Desktop connector to function properly.
132 | Configuring connectors 4 Select the Configure tab, then specify the settings. Section Field Name Description Inbox Management Directory Server Select a server: > Windows (NTFS) > Novell (NetWare) – only appears if installed. > Local Authentication – Select this option if you do not have a domain controller or NetWare server on your network, or if you are authenticating in a workgroup. If you select this option, each user must have an account on the local machine.
eCopy ShareScan OP Installation and Setup Guide | 133 Section Field Name Description Recipients Allow multiple recipients Select this option to allow users to select multiple recipients for the scanned document. This option is not available if you select Use network home directory. Allow single recipients only Select this option to allow users to select a single recipient for the scanned document. This option is automatically selected if you select Use network home directory.
134 | Configuring connectors About the Inbox Agent The eCopy Inbox Agent is a Windows Service that is installed with the ShareScan OP Services Manager. It allows the eCopy Desktop applicaton to connect to the user’s scan inbox using the UDP (User Datagram Protocol) and the user’s inbox path in the list of registered users, userdirs.txt. Important! The default UDP server port is 9999 and the client port is 8888. The default multicast server and client IP address is 239.254.5.6.
eCopy ShareScan OP Installation and Setup Guide | 135 Scan to Printer Scan to Printer enables users to scan and print documents from an eCopy-enabled device to a network printer, regardless of its physical location. Users can select various printing and page layout options. To configure the connector: 1 In the console tree, select Scan to Printer > Properties. 2 On the Display tab, specify the Image and Label settings see “Configuring the Display settings” on page 63. 3 Select the Configure tab.
eCopy ShareScan OP Installation and Setup Guide | 137 Configuring eCopy Services You configure eCopy Services by specifying various settings . You enable the service in a connector profile. eCopy ShareScan OP currently supports the following services: ■ Bates Numbering ■ Cost Recovery Configuring Bates Numbering Bates Numbering is an add-on service that enables users to mark scanned images with sequential page numbers and standard text messages.
138 | Configuring eCopy Services To enable the Bates Numbering Service: 1 In the console tree, click System Information > Properties and then select the Bates Numbering tab. 2 Under Bates Numbering Properties, select the Enables Bates check box. Note: 3 You enable Bates Numbering for a specific connector on the connector’s Services > Document Settings tab. Click Save.
eCopy ShareScan OP Installation and Setup Guide | 139 3 Use the Bates Numbering Modify window to specify the Endorsement, Text Message, and Position information (see “Bates Numbering format window” on page 140). 4 Click Save to return to the Bates Numbering tab. 5 Click Save to save the new format. To manage existing Bates Numbering formats: 1 In the console tree, click System Information > Properties and then select the Bates Numbering tab. 2 Under Configure Formats, select the format.
140 | Configuring eCopy Services Bates Numbering format window Section Field Description Endorsement This always includes the page number, and may include a prefix and a suffix. The service numbers pages sequentially from the specified starting point. Users can specify a Checkpoint at the device so that related documents are numbered continuously. Prefix The text to display before the page number. Space Left The number of spaces to insert before the page number.
eCopy ShareScan OP Installation and Setup Guide | 141 About Bates page numbering When you, or a user, create a Bates format, you specify the starting page number. By default, each document that is scanned using that format uses the same starting page number. However, users can control the page numbering by performing the following tasks: ■ Manually specifying the starting page number when they select a Bates format at the scanning device. ■ Using a Checkpoint.
142 | Configuring eCopy Services Using the Cost Recovery Service Cost recovery is available as an add-on service to eCopy ShareScan OP and provides an integrated solution linking ShareScan OP with supported cost recovery systems, such as Equitrac and Copitrak. For more information, please contact your authorized eCopy reseller. Note: You must enable Activity Tracking before you can enable the Cost Recovery Service.
eCopy ShareScan OP Installation and Setup Guide | 143 Managing eCopy-enabled devices Managing eCopy-enabled devices involves the following tasks: ■ Specifying the default device (see “Specifying the default device” on page 143). ■ Specifying default scanner settings (see “Specifying default scanner settings” on page 144). ■ Configuring activity tracking (see “Configuring activity tracking for devices” on page 145). ■ Configuring document tracking (see “Configuring Document Tracking” on page 149).
144 | Managing eCopy-enabled devices Specifying default scanner settings You can specify default scanner settings for eCopy-enabled devices. The User modify option allows you to specify whether or not users can override the default setting at the device (by pressing the Settings button). To specify default scanner settings for eCopy-enabled devices: 1 In the console tree, click Devices > > Properties. 2 Click the Scanner tab.
eCopy ShareScan OP Installation and Setup Guide | 145 Configuring activity tracking for devices eCopy ShareScan OP includes an activity tracking function that writes detailed information about each job to a log file. Alternatively, you can use the optional eCopy Cost Recovery Service to integrate the selected device with an Equitrac or Copitrak terminal (see “Using the Cost Recovery Service” on page 142). When activity logging is enabled for a device, the ShareScan OP Services Manager generates a log file.
146 | Managing eCopy-enabled devices 2 On the Activity Logging tab, specify the settings. Section Activity Log Location Activity Log Overflow Log Field Properties 3 Click Save. Field/button name Description Enable Enables or disables activity logging. Activity Log Location field The full path and file name for the log file, ShareScanOPActivity.log. The location must be in the current Windows domain or in a trusted Windows domain. Credentials Creates secured access to the log file.
eCopy ShareScan OP Installation and Setup Guide | 147 Configuring additional activity tracking fields You can use the Additional Fields function to obtain more tracking information from the user at the device. The user is prompted to enter the information, such as an account number or patient ID, before the document is scanned. The information is added to each entry in the log file, immediately before the machine name.
148 | Managing eCopy-enabled devices Using the Field Editor You use the Field Editor to add or edit fields that the user sees in the client application. The following fields are available in the Field Editor window: Section Field Name Description Properties Name The identifier for the field (15 characters maximum). Type The data type (alphanumeric or numeric). Default The default value (optional). User modify Enables the user to modify the default value.
eCopy ShareScan OP Installation and Setup Guide | 149 Configuring Document Tracking Document Tracking enables you to create a connector profile that saves a copy of every scanned document, as a PDF file, in a secure network location (in the same domain as the ShareScan OP Services Manager computer). It also adds the name of the PDF file to the Activity Tracking log. 1 In the console tree, click Devices > > Activity Tracking > Document Tracking. 2 Select the Document Tracking tab.
150 | Managing eCopy-enabled devices Publishing connector profiles You can publish groups of connector profiles to one or more eCopy-enabled devices. You can publish to ScanStation devices and to devices with embedded clients at the same time. Publishing prerequisites Following these rules helps ensure that a published group of connector profiles runs successfully on the target devices: ■ The source device and the target devices must be in the same domain.
eCopy ShareScan OP Installation and Setup Guide | 151 During publishing, the status for each device is updated. If an error message appears in the Status column for the device, double-click it to retrieve details about the error. If the profile includes a connector that is not supported on a target device, Publish ignores the connector. For example, assume that you created a group that includes profiles for Copy, Exchange, Quick Connect, Scan to Desktop, and Fax via Print.
152 | Managing eCopy-enabled devices 3 Click New. 4 In the Profile Name field, enter a name for the group of connector profiles. 5 In the Activate Connector column, select a connector for which you want to include one or more profiles. The Select Connector Profiles window opens.
eCopy ShareScan OP Installation and Setup Guide | 153 6 Select the connector profiles that you want to publish and click OK . 7 In the Create Profile window, select additional connector profiles that you want to publish. You can publish up to nine connector profiles to any device. 8 When you have finished selecting the connector profiles to include in the group, click OK . The new group of profiles is listed in the Publish Connector Profiles window.
154 | Managing eCopy-enabled devices If a device or Services Manager does not appear in the list, specify the device or Services Manager name or the IP address and then click Add. 3 In the list of available devices, select the target devices. > For ScanStation devices: Click each ScanStation device that you want to publish the profile to and then click Add. The devices are listed in the Target area. > For Embedded devices: Click the Services Manager name to view the devices that it supports.
eCopy ShareScan OP Installation and Setup Guide | 155 To publish a group of profiles: 1 In the Manage window, select the check box next to the target devices. 2 For each device, select the group that you want to publish. 3 Click Publish. The connector profiles in the group are published to the device. Managing groups of connector profiles To manage groups of connector profiles, in the console tree, right-click Devices and then click Publish connector profiles.
156 | Managing eCopy-enabled devices To create a copy of a group: Sometimes it is easier to copy and edit an existing group of connector profiles, rather than to create a new group from scratch. 1 In the Publish Connector Profiles window, select the group you want to copy. 2 Click Edit. The Modify Device Profile window opens. 3 Enter a name for the new group, select Save As, and click OK . A copy of the group of profiles is saved under the new name.
eCopy ShareScan OP Installation and Setup Guide | 157 Managing and using the client application eCopy ShareScan OP supports the client application on the following types of devices: ■ A multifunction product (MFP) device with the ShareScan OP client installed, or embedded, on it. ■ An MFP or scanner connected to an eCopy ScanStation. Managing embedded clients The ShareScan OP client is contained in a JAR file that you install on the MFP device.
158 | Managing and using the client application Selecting a different TWAIN driver for the ScanStation client You select a TWAIN driver when you license a TWAIN scanner. You may need to select a different driver if you change the device or if you selected the wrong driver. Note: The TWAIN driver you select must be from the same manufacturer as the device. To select a different TWAIN driver: 1 In the console tree, click Devices > > Manage. 2 Select the Status tab.
eCopy ShareScan OP Installation and Setup Guide | 159 Starting and stopping the ScanStation client from the console You can also start the client by clicking Start > Programs > eCopy Applications > ScanStation Client. If the Windows Task Manager is open when you start the ScanStation client, the client will automatically close it. To start the ScanStation client from the Administration console: 1 In the console tree, click Devices > > Manage.
160 | Managing and using the client application Specifying an exit password for the ScanStation client By default, there are two ways to quit the client application at the ScanStation: ■ If the client is configured to use a hard keyboard, press Esc or Alt+F4, and then press Yes in the Exit window. ■ If the client is configured to use the soft keyboard, press About and then press the Exit icon. You can configure the client so that users must enter a password in order to quit the client application.
eCopy ShareScan OP Installation and Setup Guide | 161 Configuring the keyboard for the ScanStation client You can configure the client to use a hard keyboard or an on-screen (soft) keyboard. There are several situations where you may want to enable the soft keyboard: ■ You are running ShareScan OP on an old ScanStation (black box). ■ You need to use a keyboard language other than English, French, Italian, German, or Spanish.
162 | Managing and using the client application Configuring ScanStation logon settings You can configure the ScanStation to automatically start the client and log on as a specified user, at system startup. If you do not do this, you must start the client manually each time you start the ScanStation. To configure ScanStation logon settings: 1 In the console tree, click Devices > > Manage. 2 Select the ScanStation Logon tab.
eCopy ShareScan OP Installation and Setup Guide | 163 Configuring advanced ScanStation settings You may need to configure the advanced logging settings when you are working with Technical Support to troubleshoot a problem. To configure advanced ScanStation settings: 1 In the console tree, click Devices > > Manage. 2 Select the Settings tab. 3 Under Advanced, select Logging to enable client logging.
164 | Managing and using the client application Using ShareScan OP connectors After you create and save connector profiles and activate them on a device, your users use a connector profile by selecting the profile’s button on the client screen (see “Configuring and activating connector profiles” on page 22). The “look and feel” of the client application depends on whether you are using a device with an embedded client or a device connected to an eCopy ScanStation.
eCopy ShareScan OP Installation and Setup Guide | 165 Using the on-screen keyboard A device with an embedded client always uses the on-screen keyboard. The ScanStation client can use either a hard keyboard or an on-screen (soft) keyboard for text input. Use the arrow keys to move the insertion point, or to move up or down a multi-line edit field. Use the Backspace key to delete a character to the left of the insertion point. Use the down-arrow key to select from a list of file extensions.
166 | Managing and using the client application Quick reference to using a ShareScan OP connector This section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. The actual steps that your users will perform will depend on the connector profile they use.
eCopy ShareScan OP Installation and Setup Guide | 167 To use a ShareScan OP connector: 1 Place your document in the feeder or on the glass. 2 Access the ShareScan OP embedded client or the ScanStation OP client. On a ScanStation, the touch screen always displays the ShareScan OP client screen. If Session Logon is enabled, the Logon screen is the first ShareScan OP client screen (see “Configuring Session Logon” on page 49).
168 | Managing and using the client application 3 If your system is configured to use the Session Logon feature, enter your user credentials on the Logon screen. If you enabled Search while typing on the Session Logon tab, the connector will search for matching address list entries after each character you enter in the User name field(see “Configuring Search while typing” on page 68). Select your name from the list, enter your password and domain, then press OK .
eCopy ShareScan OP Installation and Setup Guide | 169 4 Review the default scanner settings. Press Scanner Settings if you want to change any of the settings, such as the paper size, color depth, brightness, and resolution (see “Configuring Scanner Settings” on page 78 for information about the scanner settings that you can attach to a connector profile). Note: If you configured the client to use the TWAIN driver’s interface, the Page and Scanner tabs will not appear.
170 | Managing and using the client application 5 Press a connector button, such as Mail via Exchange, to start scanning the document. The client displays the “Scanning. Please wait...” message in the lower left corner of the screen. Note: If you configured the client to use the TWAIN driver’s interface, the client displays the interface. Specify the settings you want to use, then press the driver’s “Scan” button. The driver scans the pages and transfers them to the client.
eCopy ShareScan OP Installation and Setup Guide | 171 7 Press Document Settings if you want to review the default settings, such as the file format (see “Document Settings” on page 75). The document settings are grouped on two tabs: Services and More. Change any user-modifiable settings, then press OK. 8 When you have scanned all the pages in your document and are satisfied with the scanner and document settings, press Send (on a device with an embedded client) or Next (on a ScanStation).
172 | Managing and using the client application 9 If the Send screen appears, select or enter the recipients of the scanned document and, optionally, specify subject line and notes information. Note: If the connector profile is configured to use the Express or Send to self features, the Send screen does not appear.
eCopy ShareScan OP Installation and Setup Guide | 173 10 When you are ready to send the document, press the delivery button for the connector, which is typically the Send button. After the connector sends the document, a screen similar to the following appears. This screen appears if Session Logon is enabled for the connector. Select one of the post-scanning options: Option Description Log Out Displays the Logon screen. This option is displayed only if Session Logon is enabled.
174 | Managing and using the client application Copy Copy is available for some embedded clients. If you try to activate a Copy profile on an unsupported device, the system will display an error message. Before using a connector, see “Quick reference to using a ShareScan OP connector” on page 166. That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings.
eCopy ShareScan OP Installation and Setup Guide | 175 eCopy Connector for Microsoft Exchange Before using a connector, see “Quick reference to using a ShareScan OP connector” on page 166. That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. To use eCopy Connector for Microsoft Exchange: 1 Place your document in the feeder or on the glass. 2 Access the client. 3 If prompted, enter your logon information.
176 | Managing and using the client application 9 If the Output File Name screen appears, leave the default file name or enter a new name. The number of screens, and the buttons you press to continue to subsequent screens, depends on the client you are using. 10 If prompted, enter your user name and password.
eCopy ShareScan OP Installation and Setup Guide | 177 11 If the Send screen appears, select or enter the recipient names, and, optionally, specify subject line and notes information. 12 When you are ready to send the document, press the delivery button (Send or Next). Then select one of the post-scanning options.
178 | Managing and using the client application eCopy Connector for Fax via Microsoft Exchange Before using a connector, see “Quick reference to using a ShareScan OP connector” on page 166. That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. To use eCopy Connector for Fax via Microsoft Exchange: 1 Place your document in the feeder or on the glass. 2 Access the client.
eCopy ShareScan OP Installation and Setup Guide | 179 10 If the Send screen appears, select or enter the recipient information, and, optionally, specify subject line information. Field/Option Description From If this field is blank, enter your e-mail address in the field. Number Specify the recipient's fax number (required). First Name Specify the recipient’s first name. This field is optional. Last Name Specify the recipient’s last name. This field is optional.
180 | Managing and using the client application eCopy Connector for Lotus Notes Mail Before using a connector, see “Quick reference to using a ShareScan OP connector” on page 166. That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. To use eCopy Connector for Lotus Notes Mail: 1 Place your document in the feeder or on the glass. 2 Access the client. 3 If prompted, enter your logon information.
eCopy ShareScan OP Installation and Setup Guide | 181 9 If the Output File Name screen appears, leave the default file name or enter a new name. The number of screens, and the buttons you press to continue to subsequent screens, depends on the client you are using. 10 If prompted, enter your user name and password. 11 If the Send screen appears, select or enter the recipient names, and, optionally, specify subject line and notes information.
182 | Managing and using the client application eCopy Connector for Fax via Lotus Notes Before using a connector, see “Quick reference to using a ShareScan OP connector” on page 166. That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. To use eCopy Connector for Fax via Lotus Notes : 1 Place your document in the feeder or on the glass. 2 Access the client. 3 If prompted, enter your logon information.
eCopy ShareScan OP Installation and Setup Guide | 183 10 If the Send screen appears, select or enter the recipient information, and, optionally, specify subject line information. Field/Option Description From If this field is blank, enter your e-mail address in the field. Number Specify the recipient's fax number (required). First Name Specify the recipient’s first name. This field is required. Last Name Specify the recipient’s last name. This field is required.
184 | Managing and using the client application eCopy Connector for SMTP using LDAP Before using a connector, see “Quick reference to using a ShareScan OP connector” on page 166. That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. To use eCopy Connector for SMTP using LDAP: 1 Place your document in the feeder or on the glass. 2 Access the client. 3 If prompted, enter your logon information.
eCopy ShareScan OP Installation and Setup Guide | 185 9 If the Output File Name screen appears, leave the default file name or enter a new name. The number of screens, and the buttons you press to continue to subsequent screens, depends on the client you are using. 10 If prompted, enter your user name and password. 11 If the Send screen appears, select or enter the recipient names, and, optionally, specify subject line and notes information.
186 | Managing and using the client application eCopy Connector for Fax via SMTP Before using a connector, see “Quick reference to using a ShareScan OP connector” on page 166. That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. To use eCopy Connector for Fax via SMTP: 1 Place your document in the feeder or on the glass. 2 Access the client. 3 If prompted, enter your logon information.
eCopy ShareScan OP Installation and Setup Guide | 187 10 If the Send screen appears, select or enter the recipient information, and, optionally, specify subject line information. Field/Option Description From If this field is blank, enter your e-mail address in the field. Number Specify the recipient's fax number (required). First Name Specify the recipient’s first name. This field is optional. Last Name Specify the recipient’s last name. This field is optional.
188 | Managing and using the client application Quick Connect Before using a connector, see “Quick reference to using a ShareScan OP connector” on page 166. That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. To use Quick Connect: 1 Place your document in the feeder or on the glass. 2 Access the client. 3 If prompted, enter your logon information.
eCopy ShareScan OP Installation and Setup Guide | 189 10 If the Folder Navigation screen opens, select the target subfolder in the destination folder. Continue to select subfolders in the list until the complete path appears in the Path field at the top of the screen.
190 | Managing and using the client application 11 If the File Name screen opens, specify the information in the fields.
eCopy ShareScan OP Installation and Setup Guide | 191 12 If the Index File screen opens, specify the information in the index fields. 13 When you are ready to send the document, press the delivery button (Send or Next). Then select one of the post-scanning options.
192 | Managing and using the client application eCopy Connector for Captaris™ RightFax™ Before using a connector, see “Quick reference to using a ShareScan OP connector” on page 166. That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. To use eCopy Connector for Captaris RightFax: 1 Place your document in the feeder or on the glass. 2 Access the client. 3 If prompted, enter your logon information.
eCopy ShareScan OP Installation and Setup Guide | 193 10 If you configured RightFax to capture billing information, the Billing Codes screen opens. Enter the billing code information by selecting a billing code from the drop-down list associated with each field. You must complete all required fields. The code you select for the first field determines the codes that are available for selection in the other fields. The third field is the description associated with the second field.
194 | Managing and using the client application 11 If the Send screen opens, select or enter the recipient information. Field Description Search Enter the user ID of a recipient who is in your RightFax phone book. When you move to the next field, the connector will fill in the recipient and fax number information from the RightFax phone book. Recipient Enter the name of a recipient who is not in the RightFax phone book. Fax Number Specify the recipient's fax number (required).
eCopy ShareScan OP Installation and Setup Guide | 195 12 When you are ready to send the document, press the delivery button (Send or Next). Then select one of the post-scanning options.
196 | Managing and using the client application Scan to eCopy Desktop Before using a connector, see “Quick reference to using a ShareScan OP connector” on page 166. That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. To use Scan to eCopy Desktop: 1 Place your document in the feeder or on the glass. 2 Access the client. 3 If prompted, enter your logon information.
eCopy ShareScan OP Installation and Setup Guide | 197 8 If the profile is configured to allow a single recipient, the Specify Recipient screen opens. Select your name from the list of registered users.
198 | Managing and using the client application If the profile is configured to allow multiple recipients, the Specify Recipients screen opens. Enter the first characters of the name of a registered user. When the complete name appears, press ENTER.
eCopy ShareScan OP Installation and Setup Guide | 199 If your name is not included in the Recipients list on the Specify Recipients screen, you are not yet a registered user. Press Sign Up, enter your user name and password, then press Submit. Your name is now included in the list. Note: 9 The sign-up process adds your name to the list of registered users and creates your personal scan inbox. You can now use Scan to eCopy Desktop from any eCopyenabled device on your network.
200 | Managing and using the client application Scan to Printer Before using a connector, see “Quick reference to using a ShareScan OP connector” on page 166. That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. To use Scan to Printer: 1 Place your document in the feeder or on the glass. 2 Access the client. 3 If prompted, enter your logon information.
eCopy ShareScan OP Installation and Setup Guide | 201 Printing and page layout options Option Description Collate This applies only when printing multiple copies of a multi-page original. Select On to print the copies in the proper binding order. Duplex Select whether to print single-sided or double-sided copies. Paper Tray Select a paper tray. Resolution Select the output resolution. Pages per sheet Select the number of reduced-size originals that you want to print on the same sheet of paper.
202 | Managing and using the client application Fax via Print Before using a connector, see “Quick reference to using a ShareScan OP connector” on page 166. That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. To use Fax via Print: 1 Place your document in the feeder or on the glass. 2 Access the client. 3 If prompted, enter your logon information.
eCopy ShareScan OP Installation and Setup Guide | 203 Installation Environment eCopy ShareScan OP is a client/server-based application. The ShareScan OP Services Manager on a ScanStation supports a single digital copier or scanner. This section describes the hardware, software, and network requirements for setting up the eCopy ShareScan OP Services Manager and eCopy-enabled scanning devices.
204 | Installation Environment Hardware configuration guidelines To help you gauge hardware requirements, here are three typical usage scenarios and the hardware requirements for each scenario: Scenario type Description Hardware requirements General office use A typical office environment where multiple multifunction peripherals (MFPs) support a combination of printing, copying, and scanning. Equivalent to an Intel® Pentium® 4 (P4) 2.
eCopy ShareScan OP Installation and Setup Guide | 205 ShareScan OP Services Manager PC worksheet You should not install the ShareScan OP Services Manager on a PC that is also running Microsoft Exchange Server. Copy and complete the following worksheet for each Services Manager you plan to install. Item Notes CPU (type/speed) See “Hardware configuration guidelines” on page 204. RAM Services Manager PC Example P4/2.
206 | Installation Environment Managing firewalls If you installed Windows XP SP2, there is a Windows Firewall section in Control Panel and the firewall is on by default. Under the Exception tab, you must add the following programs: ■ ShareScanOPManager.exe ■ ShareScanOPAgent.exe ■ MMC.exe ■ InboxAgent.exe ■ SQLServer.exe (if you are using the Internet Address Book) Device worksheet Copy and complete the worksheet below for each eCopy-enabled device that you plan to use with ShareScan OP.
eCopy ShareScan OP Installation and Setup Guide | 207 Firewall and switch worksheet Certain TCP ports must be open for communication between the devices on the network. You can open the required ports (on switches, routers, or firewalls) between specific devices; you do not need to open a required port to all devices on the network. Copy and complete the worksheet for each router, switch, firewall, or multi-homed PC that could affect communication.
208 | Installation Environment Network infrastructure worksheet Multiple domains and multiple workgroups are supported only if the Services Manager and all eCopy-enabled devices are configured to communicate with one other via TCP or UDP, without any port filtering or blocking. ShareScan OP supports child domains provided that the devices and the Services Manager can communicate using an IP address.
eCopy ShareScan OP Installation and Setup Guide | 209 DNS The Services Manager must be able to resolve the names of associated devices, whether through a Domain Name Service (DNS) server on the local network or through the HOSTS file on the Services Manager PC. DNS should only be enabled on an eCopy-enabled device when there is a DNS server on the local network.
210 | Installation Environment Novell support On Novell networks, ShareScan OP does not support direct communication between the Services Manager and eCopy-enabled devices. However, when the Novell client is installed on the PC that is running the ShareScan OP Services Manager, some ShareScan OP connectors (Quick Connect, Scan to eCopy Desktop, and LDAP/SMTP) can use a back-end Novell server for authentication and temporary file storage (of scan inboxes).
Index A about ShareScan inboxes 127 acquiring devices 54 activating connector profiles 22, 62 licenses 55 Activity Monitor 56 activity tracking additional fields 147 and Cost Recovery 142 configuring 145 adding devices with embedded clients 54 additional activity tracking fields 147 add-on connectors removing 60 address books configuring connectors to use 74 configuring to use with connector profiles 74 creating database for 73 Administration console description of 12, 45 installing 16 advanced file naming
212 | Index configuring logon settings (ScanStation) 162 connector profiles about 60 activating 22, 62 configuring 22 configuring to use address books 74 creating and saving 61 Display settings, configuring 63 general Properties settings for 63 publishing groups of 150 using 164 connector services configuring 75 new Services node 4 connectors installation considerations (Lotus Notes client) 17 installing 16, 60 removing 60 Content settings configuring 64 new variables 6 Copitrack terminal 145 Copitrak cost
| 213 F fax address books 91, 94 fax address format, configuring 70 Fax via Lotus Notes configuring 92 using 182 Fax via Microsoft Exchange configuring 85 using 178 Fax via Print configuring 88 using 202 Fax via SMTP configuring 107 using 186 Field Editor 148 file batching (Quick Connect) 115 file naming (Quick Connect) 115 firewall worksheet 207 formats (Bates Numbering) 137 creating 138 G general properties settings, for connector profiles 63 general system properties specifying 46 groups of connector
214 | Index N network environment 203 network home directories, used with Scan to eCopy Desktop 127 security for 129 network infrastructure worksheet 208 notes in messages 64 Novell support 210 O OCR engine 47 on-screen keyboard 48, 165 output paper size 78 P paper sizes 78 password properties 47 password, exit (ScanStation) 160 permissions for Inbox Management directory 129 for ShareScan inboxes 128 pixel 78 port information 46, 134 product keys adding 52 deleting 53 generating a report 55 proxy server
| 215 ShareScan inboxes 127 permissions for 128 security for 128 ShareScan OP about the client 12 about the Services Manager 12 configuring the Services Manager 45 installing 16 ShareScan OP User account 82, 86, 90, 93 ShareScanAdmin group 128 sharing configuration files 56 simulator 157, 163 SMTP using LDAP enhancements 6 SNMP 54 soft keyboard 48, 165 specifying advanced system properties 47 general system properties 46 keyboard settings 48 the default device 143 SQL Server verifying running of 72 startin
