eCopy™ Connector for Interwoven WorkSite Version 4.
Licensing, Copyright, and Trademark Information The information in this document is subject to change and does not represent a commitment on the part of eCopy, Inc. The software described in this document is furnished under a license agreement. The software may be used or copied only in accordance with the terms of the agreement. It is against the law to copy the software on any medium except as specified in the license agreement.
Table of Contents Introduction About this guide Further information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 Registering your software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
iv | Table of Contents List of Tables TABLE 1. Destinations settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 TABLE 2. Authentication settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 TABLE 3. Document storage settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 TABLE 4. Document Profile settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
eCopy Connector for Interwoven WorkSite Administrator’s Guide | 1 Introduction The eCopy Connector for Interwoven WorkSite allows users to scan documents directly into the WorkSite library of an Interwoven WorkSite system from an eCopy-enabled device. In this chapter ■ About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 ■ Registering your software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 | Introduction About this guide This guide is intended for administrators responsible for the installation and configuration of the eCopy Connector for Interwoven WorkSite. It provides an overview of the connector and how it works with Interwoven WorkSite as well as system requirements, installation instructions and configuration options, and procedures.
eCopy Connector for Interwoven WorkSite Administrator’s Guide | 3 What’s new in the connector New and updated functionality in this version of the connector includes: ■ ■ ■ ■ ■ ■ Expanded Navigation: Significantly improves usability and replicates the user experience from their desktop including support of: ■ Searching for workspaces and folders.
eCopy Connector for Interwoven WorkSite Administrator’s Guide | 5 Installing and configuring the connector This chapter describes the installation prerequisites and guides you through the installation and configuration process. In this chapter ■ Installation prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 ■ Installing the eCopy Connector for Interwoven WorkSite . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 | Installing and configuring the connector Installation prerequisites The following are the installation prerequisites: ■ Interwoven WorkSite version 8.0, 8.1, or 8.2 ■ eCopy ShareScan OP 4.0 Service Pack 2 or later Note: eCopy recommends that you do not install the WorkSite server or the DeskSite client on the same computer as the ShareScan OP server.
eCopy Connector for Interwoven WorkSite Administrator’s Guide | 7 Planning and configuring connector profiles Once you have installed the eCopy Connector for Interwoven WorkSite, the eCopy ShareScan OP Administration console enables you to configure connector profiles. This gives you the flexibility to configure access to your WorkSite destinations in the ways that best suit your organization.
8 | Installing and configuring the connector Configuring the eCopy Connector for Interwoven WorkSite This section explains all the connector configuration options and the procedure for setting up an Express connector profile for more streamlined use (see page 18). To configure a connector profile 1 In the console tree, select WorkSite > Properties.
eCopy Connector for Interwoven WorkSite Administrator’s Guide | 9 1 2 3 4 5 6 7 8
10 | Installing and configuring the connector TABLE 1. Destinations settings Section Field Name Description Destinations The Configure tab displays a list of destinations that you can make available to the user on the Destinations screen at the device. Destinations List The name of each destination. You can create up to 200 different destinations for a single connector profile. Selecting a destination name displays the settings for that destination in the Settings section of the tab.
eCopy Connector for Interwoven WorkSite Administrator’s Guide | 11 Defining a scanning destination Defining a scanning destination allows you to control how the connector behaves during the Authenticate, Navigate, and Index phases at the device. You must define at least one destination. If you define more than one destination, the connector will prompt the user to select one during the scanning process.
12 | Installing and configuring the connector To configure authentication: 1 On the Configure tab, click New. The Create a new Destination window opens. 2 Enter a Name for the new destination. This is the destination name seen by the user at the device 3 Specify the Authentication settings for the new destination (see Table 2). TABLE 2.
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14 | Installing and configuring the connector To configure navigation: Specify the Document storage behavior for the new destination (see Table 3). 2 Use the browse button to open the Browse locations window, select a storage destination for the scanned documents and click OK. The path to the location you select is displayed in the Create a Destination window. 1 TABLE 3.
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16 | Installing and configuring the connector To configure indexing: In the Document Profile section, configure the index and storage settings for documents scanned to the new destination (see Table 4). 2 Click OK to save your settings and return to the Configure tab. 1 TABLE 4. Document Profile settings Field Description Behavior Enables you to configure the appearance and behavior of the Document Profile screen at the device.
eCopy Connector for Interwoven WorkSite Administrator’s Guide | 17 TABLE 4. Document Profile settings (continued) Field Description Edit Opens the Properties Search window. The results list displays the first 200 index values for the property. The Search while typing feature enables you to filter the list by entering the first few letters of the property that you want to set as the default. Selecting None stores no information for that field.
18 | Installing and configuring the connector Configuring an Express connector profile An Express connector profile allows you to control the number of screens that the user sees at the device. The profile below allows the user to scan and store the document by simply pressing the button on the main screen. You can customize the profile so that the user sees as many or as few screens as you want. To configure an Express connector profile: 1 In the console tree, select WorkSite > Properties.
eCopy Connector for Interwoven WorkSite Administrator’s Guide | 19 Using the connector This chapter describes the workflow that the connector user will experience at the scanning device. In this chapter ■ Connector workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 ■ Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 ■ Preview. .
20 | Using the connector Connector workflow The eCopy Connector for Interwoven WorkSite lets you scan documents directly into your WorkSite content management system using different, configurable scanning workflows. When you install the connector and configure and activate a connector profile on an eCopy-enabled device, a WorkSite button is added to the main eCopy ShareScan OP screen.
eCopy Connector for Interwoven WorkSite Administrator’s Guide | 21 Scan 1 2 3 4 5 Place your document in the feeder or on the glass. Access the main ShareScan OP screen (on a device with an embedded client, press ). If your system is configured to use the Session Logon feature, enter your user credentials on the Logon screen. On the main ShareScan OP screen, review the default scanner settings. Press Scanner Settings to change any of the settings. Press WorkSite.
22 | Using the connector Preview When the connector finishes scanning the document, review the scanned images. If necessary, scan additional pages or re-scan any of the original pages by placing the pages in the feeder, or on the glass, and then pressing Scan More. 2 Press Document Settings to change any of the settings.
eCopy Connector for Interwoven WorkSite Administrator’s Guide | 23 Authenticate The Destinations screen displays a predefined list of available WorkSite destinations where you can store the scanned document. Select a destination for your document. If your connector is configured for only one destination, you will not see this screen. 2 If the Logon screen appears, enter your user credentials and then press Next.
24 | Using the connector Navigate 1 If you configure the connector to allow navigation, the Navigation screen appears. The list can display 200 entries at one time. Use any of the following features to navigate to your destination. These features are available depending on the configuration of the connector profile: ■ Select sub-levels in the list until the complete path appears in the Destination field at the top of the screen.
eCopy Connector for Interwoven WorkSite Administrator’s Guide | 25 Index and Store The indexing feature of the WorkSite Connector uses two screens. The first screen always shows the Database, Description, Class, and Subclass fields. All other fields are available from the second screen. Required fields are indicated by an “exclamation point” icon. 1 If the Document Profile window opens, enter or select the appropriate information in the Description, Class, and Subclass fields, and press Next.
26 | Using the connector Post-scanning options TABLE 5. Post-scanning options Option Description Log Out Displays the Logon screen. Appears only when Session Logon is enabled. New Job Displays the main Client screen. Appears only when Session Logon is enabled. Done Displays the main Client screen. Appears only when Session Logon is not enabled. New Document Displays the scan preview screen and enables you to scan a new document using the current settings.
