Setup guide

ManualsBrandsSharp ManualsComputer equipmente-Copy ShareScan

Part Number: 73-ALL (10/2007)

eCopy

™

ShareScan

4.2

Installation and Setup Guide

for ALL

Summary of content (355 pages)

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eCopy™ ShareScan® 4.
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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.
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Table of Contents Getting Started Further information Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 What’s new in ShareScan 4.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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iv | Table of Contents Quick Start: Setting up MFPs to use with Send to eCopy Setup tasks . 95 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 Creating a network shared folder Creating an FTP folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Supported scan settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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|v Configuring system tracing Licensing devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .129 Adding product keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130 Deleting product keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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vi | Table of Contents eCopy Connector for Microsoft Exchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 About Exchange Environment connection protocols Exchange Connectors Wizard Settings . . . . . . . . . . . . . . . . . . . . . . . . . . 175 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179 Exchange Connectors Properties Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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| vii Configuring Activity Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .253 Configuring the Activity Logging function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .254 Configuring the Additional Fields function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .257 Configuring the Document Tracking function Configuring the ID Services function Publishing connector profiles Publishing prerequisites . . . . .
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viii | Table of Contents Services Manager PC worksheet Device worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326 Firewall and switch worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327 Network infrastructure worksheet DNS considerations . . . . . . . . . . . . . . . . . . . . . . . . . .
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ix List of Tables TABLE 1. JAR files for supported HP MFPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19 TABLE 2. Konica Minolta MFP: Address Book SMB settings . . . . . . . . . . . . . . . . . . . . . . . . . .101 TABLE 3. Konica Minolta MFP: Settings required for eCopy . . . . . . . . . . . . . . . . . . . . . . . . . .102 TABLE 4. Sharp MFP: FTP Destination Control settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106 TABLE 5.
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x | Table of Contents TABLE 29. Exchange Properties: Advanced Account Settings . . . . . . . . . . . . . . . . . . . . . . . . 182 TABLE 30. Exchange Properties: General Settings tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184 TABLE 31. Exchange Properties: Fax Format Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185 TABLE 32. Exchange Properties: Advanced Settings tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186 TABLE 33.
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xi TABLE 59. Devices: Document Tracking folder settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . .259 TABLE 60. Devices: ID Service Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .261 TABLE 61. Client: ScanStation logon settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .279 TABLE 62. Client: Send screen settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .291 TABLE 63.
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xii | Table of Contents
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eCopy ShareScan® Installation and Setup Guide | 1 Getting Started This guide is intended for administrators responsible for installing and configuring eCopy™ ShareScan®. It provides a product overview and describes system requirements and installation and configuration procedures. In this chapter ■ Further information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 ■ Technical support . . . . . . . . . . . . . . . . . . . . . . . .
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2 | Getting Started Further information The documentation set consists of the following documents: ■ ■ ■ Provides information about assembling the ScanStand that is used with eCopy ScanStation™. eCopy ScanStand™ Assembly Instructions: ShareScan Installation and Setup Guide: The Quick Start section of this document guides you through the initial installation and setup process. The Reference section provides more detailed information about configuring the system and the eCopy Connectors.
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eCopy ShareScan® Installation and Setup Guide | 3 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.
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4 | Getting Started What’s new in ShareScan 4.2 ShareScan® 4.2 includes new features and enhancements: ■ Two versions of ShareScan 4.2. To accommodate the needs of individual groups or multiple business groups responsible for the daily workflows and practices, eCopy™ now offers two versions of ShareScan 4.2. Both versions provide the same security, administrative, and reporting features.
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eCopy ShareScan® Installation and Setup Guide | 5 ■ Support for ISIS® (Image and Scanner Interface Specification) scanner drivers. ■ Support for hard keyboards for some Canon MEAP-enabled devices. ■ Support for ScanStation site licenses. ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ Cost Recovery Service: Can now pass Session Logon user credentials as well as Client and matter information to the eCopy Connector for RightFax, eCopy™ Connector for Interwoven WorkSite, and Open Text™ Livelink ECM™- eDOCs DM connectors.
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6 | Getting Started
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eCopy ShareScan® Installation and Setup Guide | 7 Quick Start: Installing and setting up ShareScan ShareScan extends the capabilities of digital copiers and scanners. When installing and setting up the software, you need to understand the product components and the installation tasks. In this chapter ■ Product components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 ■ Installation tasks . . . . . . . . . . . . . . . . . . . . . .
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8 | Quick Start: Installing and setting up ShareScan Product components Your Client screen may not look exactly like the one in the illustration. The appearance of the screen depends on the Ricoh device that you are using. Administration console Network computer running the Services Manager and one or more connectors (applications connected to enterprise applications, such as e-mail and fax).
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eCopy ShareScan® Installation and Setup Guide | 9 Client (running on a MEAPenabled Canon device) Client (running on a ScanStation) The ShareScan Client is installed on a MEAP®-enabled Canon® imageRUNNER™Ricoh SDK/J-enabled deviceScanStation. It displays the user interface on the device’s control panel and handles user input. It passes all information, including the raw scanned image file, to the Services Manager for processing.
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10 | Quick Start: Installing and setting up ShareScan The eCopy Services, including Bates Numbering Service and Cost Recovery Service, provide additional capabilities that enhance eCopy ShareScan. The Administration console is a Microsoft Management Console (MMC) snap-in that enables system administrators to configure and administer Services Managers, eCopy Connectors, eCopy Services, and devices.
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eCopy ShareScan® Installation and Setup Guide | 11 Installation tasks Before installing the product, see page 321 for information about hardware, software, and network requirements. To install and configure ShareScan, you perform the following tasks: ■ ■ Install the ShareScan JAR (Java™ Archive) file, which contains the ShareScan Client, on the device.
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12 | Quick Start: Installing and setting up ShareScan Installing the JAR file on a MEAP-enabled device The JAR file contains the ShareScan Client. Before you can acquire Canon MEAP-enabled devices for use with ShareScan, you must install the JAR file (ShareOp.jar) and the license file on the devices. Important! If you must uninstall ShareScan from a MEAP-enabled device, contact Technical Support. The Canon license allows only a single installation of the JAR file.
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eCopy ShareScan® Installation and Setup Guide | 13 3 In the Service Management Service window, click Install. 4 In the Application File field, enter the location of the ShareOp.jar file on the CD. In the License File field, enter the location of the license.lic file on the CD. On the confirmation screen, click OK. Review the ShareScan application information and then click OK to install the application.
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14 | Quick Start: Installing and setting up ShareScan Installing the JAR file on a Ricoh Embedded device running SDK/J version 1.x The JAR file contains the ShareScan Client. Before you can use ShareScan with Ricoh Embedded devices, you must install the JAR file (ShareScanOp.jar) and the DALP file on the devices. They are provided on an SD card. This procedure assumes that SDK/J version 1.x is installed on the device. Note the slot in which you installed the card.
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eCopy ShareScan® Installation and Setup Guide | 15 ■ When the Ext. feature info screen appears, press OK. Note: ■ eCopy recommends that you leave the Auto Start option selected during installation of the JAR file. When the installation is complete, press OK. Note: Do not turn off the main power until the panel displays the Add device to Manager screen.
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16 | Quick Start: Installing and setting up ShareScan Installing the JAR file on a Ricoh Embedded device running SDK/J version 2.09 or later The JAR file contains the ShareScan Client. Before you can use ShareScan with Ricoh Embedded devices, you must install the JAR file (ShareScanOp.jar) and the DALP file on the devices. They are provided on an SD card. This procedure assumes that SDK/J version 2.09 or later is installed on the device. Note the slot in which you installed the card.
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eCopy ShareScan® Installation and Setup Guide | 17 Turn off the main power switch and then remove the eCopy SD card. 8 If you removed an SD card from slot 3, insert it back in slot 3 and then turn on the main power switch. With the Auto Start option selected, the application will start when the device is started up. 7 To uninstall and reinstall the JAR file: Press User Tools/Counter. 2 Press Extended Feature Settings twice. 3 To stop ShareScan, select Startup Setting and then select ShareScan.
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18 | Quick Start: Installing and setting up ShareScan Installing a Canon TWAIN driver The ScanStation uses a TWAIN driver to get input from the device. You must install and configure the driver before licensing the device. If you are using supported Windows operating systems other than Windows Vista, you can use Canon’s Color Network ScanGear v2.01 or Network ScanGear v2.0.1. If you are using Windows Vista, you must use Canon’s Color Network ScanGear v2.2 or Network ScanGear v2.2.
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eCopy ShareScan® Installation and Setup Guide | 19 Installing HP Driver for ScanStation 1.2 The ScanStation uses the HP Driver for ScanStation 1.2 to get input from a supported HP MFP. You must install and configure it before licensing the device. To set up a ScanStation to use the HP Driver for ScanStation, you perform the following tasks: ■ ■ Install the application, ShareScanOP_Driver_for_HP.exe, on the ScanStation (see page 20).
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20 | Quick Start: Installing and setting up ShareScan Installing the HP Driver on the ScanStation The driver is provided on Disk 2 of the ShareScan CD. To install the HP Driver: Insert the eCopy ShareScan CD (Disk 2) in the drive. 2 Open the HP folder and then open the folder for the driver that you want to install. 3 Run the installation program, ShareScanOP_Driver_for_HP.exe, following the instructions on the screen.
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eCopy ShareScan® Installation and Setup Guide | 21 2 To select the device on which you want to install the JAR files: ■ In the Navigation section, expand the HP Web Jetadmin, Device Management, and Device Lists folders by clicking the plus sign (+) next to each. ■ Under Device Lists, select All Devices. The Device List pane displays the available MFPs. If the device you want to use is not listed, enter the device’s IP address in the Quick Device Find field and then click Go.
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22 | Quick Start: Installing and setting up ShareScan 4 To install the JAR files: ■ Select the check box for HP Express Loader, scroll to the bottom of the page, and then click Install. Important! ■ 5 The MFP will restart after the application is installed. You must wait for the device to complete its startup cycle; this may take several minutes.
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eCopy ShareScan® Installation and Setup Guide | 23 3 To install the hp_sdc-xlD-FI_1.0.7.1.jar or the hp-ext-20-sdc.1.0.8.5.jar file: Note: ■ ■ ■ ■ ■ You must always install this file before installing the sharescanop.jar file. If the device’s control panel is displaying a status message from the HP driver for ScanStation application, press the Home icon to return to the main panel. Scroll to the Install New Package section.
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24 | Quick Start: Installing and setting up ShareScan Configuring the HP MFP This section applies only to devices using the Chai4 JAR files. You configure the device on the Configure page. To configure the device: Open a Web browser. 2 In the Address bar, enter device information using the following format: Format: http://device_name or IP_address/hp/device/ecopy.agent 1 Example: http://10.10.12.241/hp/device/ecopy.agent The eCopy HP Driver for ScanStation v2.0.0 page opens. Click Configure.
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eCopy ShareScan® Installation and Setup Guide | 25 Associating the HP Driver for ScanStation with the MFP You use the HP Driver for ScanStation Tool to associate the application with the HP MFP. To associate the HP Driver with the MFP: 1 Select Start > Programs > eCopy Applications > HP Driver for ScanStation 1.2 > HP Driver for ScanStation Tool. The HP Driver for ScanStation Tool window opens. In the Device area, enter the host name of the device or enter the IP address of the device.
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26 | Quick Start: Installing and setting up ShareScan Installing the Konica Minolta TWAIN driver The ScanStation uses a TWAIN driver to get input from the device. You must install and configure the driver before licensing the device. You can use Konica Minolta’s TWAIN driver Ver. 2. To install the driver: Open a Web browser. 2 Go to www.mykonicaminolta.com. The Login page opens. 1 Log in.
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eCopy ShareScan® Installation and Setup Guide | 27 Installing a Ricoh TWAIN driver The ScanStation uses a TWAIN driver to get input from the device. You must install and configure the driver before licensing the device. Version 4.0 Ricoh TWAIN drivers include a Network Connection Tool. When you have multiple devices of the same model type, you use the tool to select the specific device on your network that you want to use with the driver. If you are using a version 3.
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28 | Quick Start: Installing and setting up ShareScan Installing a TWAIN or ISIS driver The ScanStation can use a TWAIN or ISIS driver to get input from the scanner. You must install and configure the driver before licensing the device. Drivers are typically included with scanners. However, you may need to update the driver in the following circumstances: ■ The driver version included with the scanner may not be the most current version.
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eCopy ShareScan® Installation and Setup Guide | 29 Installing the Sharp OSA™ TWAIN Driver The ScanStation uses a TWAIN driver to get input from the device. You must install and configure the driver before licensing the device. The eCopy Sharp OSA TWAIN driver provides TWAIN support for Sharp OSA™-enabled MFPs. Before installing the driver, you must install the Sun Microsystems™ Java™ 2 Platform Standard Edition Development Kit 5.0, update 10 or later.
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30 | Quick Start: Installing and setting up ShareScan ■ Address for Application: Enter the URL using the following format, where the port number and “scanstation” are required elements: http://:8080/scanstation/ ■ 7 Timeout: Enter a timeout value for the device. Click Submit. The Standard Application Settings page now lists the application you registered. To configure the driver: 1 Select Start > Programs > eCopy Applications > eCopy Sharp OSA TWAIN Driver > Driver Configuration Tool.
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eCopy ShareScan® Installation and Setup Guide | 31 Installing the Toshiba TWAIN driver The ScanStation uses a TWAIN driver to get input from the device. You must install and configure the driver before licensing the device. You can use Toshiba’s e-STUDIO Series Remote Scan TWAIN driver. To install the driver: Insert the eCopy ShareScan CD (Disk 2) in the drive. 2 Open the Toshiba folder and then open the TWAIN folder.
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32 | Quick Start: Installing and setting up ShareScan Installing the Xerox Driver for ScanStation The ScanStation uses a TWAIN driver to get input from the device. You must install and configure the driver before licensing the device. Before installing the driver, you must install the Sun Microsystems™ Java™ 2 Platform Standard Edition Development Kit 5.0, update 10 or later. You can download the update from the Sun Web site: http://java.sun.com/javase/downloads/index_jdk5.jsp.
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eCopy ShareScan® Installation and Setup Guide | 33 Installing the Océ Imagistics Driver The ScanStation uses a TWAIN driver to get input from the device. You must install and configure the driver before licensing the device.
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34 | Quick Start: Installing and setting up ShareScan Installing eCopy ShareScan Use the ShareScan installation program to install the following components on a network computer: ■ Client ■ Services Manager ■ Administration console ■ One or more eCopy Connectors supplied with the installation program. Installing connectors is not the same as activating them. You can install all the connectors suitable to your environment now and activate them when you need to use them.
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eCopy ShareScan® Installation and Setup Guide | 35 8 Click Next. You must install the Lotus Notes client before you can install the Lotus Notes e-mail or fax connector. The Lotus Notes e-mail and fax connectors will not be available for installation unless the Lotus Notes client is installed on the computer running the Services Manager.
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36 | Quick Start: Installing and setting up ShareScan Licensing devices You license the product from the Administration console. To do this, you perform the following tasks: ■ Select a Services Manager (see page 37). ■ Add the product key to the local license database. ■ Add an eCopy-enabled device to the Services Manager. ■ Activate the license and generate a license report (see page 61).
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eCopy ShareScan® Installation and Setup Guide | 37 To select a Services Manager: 1 Select Start > Programs > eCopy Applications > ShareScan Administration. The Select ShareScan Manager window opens. The first Services Manager in the list is most often the local computer, the one that you typically want to administer. 2 In the list, select the Services Manager that you want to use. ■ If the Services Manager that you want to use is not listed, click Discover to refresh the list.
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38 | Quick Start: Installing and setting up ShareScan 3 Click OK. The Administration console opens.
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eCopy ShareScan® Installation and Setup Guide | 39 To add the product key to the local license database: 1 In the console tree, select System Information and then select Licensing. Note: 2 If you received your keys in electronic form, you may want to copy and paste them from a text file (TXT). Use any of the following methods: ■ Click New Key, enter the key (manually or by pasting a copied key), and then click OK.
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40 | Quick Start: Installing and setting up ShareScan To add an eCopy-enabled device to the Services Manager: Make sure that the device that you want to license is running. 2 In the console tree, right-click Devices and then select Add a new device. The Add Device window lists all available devices. The window displays IP Address information, the name of the device, the software version, the Services Manager that is currently managing the device, and the domain.
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eCopy ShareScan® Installation and Setup Guide | 41 To add the product key to the local license database: 1 In the console tree, select System Information and then select Licensing. Note: 2 If you received your keys in electronic form, you may want to copy and paste them from a text file (TXT). Use any of the following methods: ■ Click New Key, enter the key (manually or by pasting a copied key), and then click OK.
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42 | Quick Start: Installing and setting up ShareScan To add an eCopy-enabled device to the Services Manager: Make sure that the device that you want to license is running. 2 In the console tree, right-click Devices and then select Add a new device. The Add Device window lists all available devices. The window displays IP Address information, the name of the device, the software version, the Services Manager that is currently managing the device, and the domain.
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eCopy ShareScan® Installation and Setup Guide | 43 To add the product key to the local license database: 1 In the console tree, select System Information and then select Licensing. Note: 2 Use either of the following methods: ■ Click New Key, enter the key (manually or by pasting a copied key), and then click OK. ■ 3 If you received your keys in electronic form, you may want to copy and paste them from a text file (TXT).
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44 | Quick Start: Installing and setting up ShareScan 4 Select the driver and then click Select. The system displays the product key information.
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eCopy ShareScan® Installation and Setup Guide | 45 To add the product key to the local license database: 1 In the console tree, select System Information and then select Licensing. Note: 2 Use any of the following methods: ■ Click New Key, enter the key (manually or by pasting a copied key), and then click OK. ■ 3 If you received your keys in electronic form, you may want to copy and paste them from a text file (TXT).
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46 | Quick Start: Installing and setting up ShareScan 4 Select the driver and then click Select. The system displays the product key information.
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eCopy ShareScan® Installation and Setup Guide | 47 To add the product key to the local license database: 1 In the console tree, select System Information and then select Licensing. Note: 2 Use either of the following methods: ■ Click New Key, enter the key (manually or by pasting a copied key), and then click OK. ■ 3 If you received your keys in electronic form, you may want to copy and paste them from a text file (TXT).
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48 | Quick Start: Installing and setting up ShareScan 4 Select the driver and then click Select. The system displays the product key information.
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eCopy ShareScan® Installation and Setup Guide | 49 To add the product key to the local license database: 1 In the console tree, select System Information and then select Licensing. Note: 2 Use either of the following methods: ■ Click New Key, enter the key (manually or by pasting a copied key), and then click OK. ■ 3 If you received your keys in electronic form, you may want to copy and paste them from a text file (TXT).
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50 | Quick Start: Installing and setting up ShareScan 4 Select the driver and then click Select. If you selected an ISIS driver, the Configure Device Settings window appears. After configuring the device, click OK. The system displays the product key information.
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eCopy ShareScan® Installation and Setup Guide | 51 To add the product key to the local license database: 1 In the console tree, select System Information and then select Licensing. Note: 2 If you received your keys in electronic form, you may want to copy and paste them from a text file (TXT). Use either of the following methods: ■ Click New Key, enter the key (manually or by pasting a copied key), and then click OK.
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52 | Quick Start: Installing and setting up ShareScan ■ Click to make the edit field active, enter the product key in the field, and then press ENTER. 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.
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eCopy ShareScan® Installation and Setup Guide | 53 To add the product key to the local license database: 1 In the console tree, select System Information and then select Licensing. Note: 2 If you received your keys in electronic form, you may want to copy and paste them from a text file (TXT). Use either of the following methods: ■ Click New Key, enter the key (manually or by pasting a copied key), and then click OK.
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54 | Quick Start: Installing and setting up ShareScan 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.
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eCopy ShareScan® Installation and Setup Guide | 55 To add the product key to the local license database: 1 In the console tree, select System Information and then select Licensing. Note: 2 If you received your keys in electronic form, you may want to copy and paste them from a text file (TXT). Use either of the following methods: ■ Click New Key, enter the key (manually or by pasting a copied key), and then click OK.
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56 | Quick Start: Installing and setting up ShareScan 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.
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eCopy ShareScan® Installation and Setup Guide | 57 To add the product key to the local license database: 1 In the console tree, select System Information and then select Licensing. Note: 2 Use either of the following methods: ■ Click New Key, enter the key (manually or by pasting a copied key), and then click OK. ■ 3 If you received your keys in electronic form, you may want to copy and paste them from a text file (TXT).
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58 | Quick Start: Installing and setting up ShareScan 4 Select the driver and then click Select. The system displays the product key information.
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eCopy ShareScan® Installation and Setup Guide | 59 To add the product key to the local license database: 1 In the console tree, select System Information and then select Licensing. Note: 2 Use either of the following methods: ■ Click New Key, enter the key (manually or by pasting a copied key), and then click OK. ■ 3 If you received your keys in electronic form, you may want to copy and paste them from a text file (TXT).
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60 | Quick Start: Installing and setting up ShareScan 4 Select the driver and then click Select. The system displays the product key information.
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eCopy ShareScan® Installation and Setup Guide | 61 To activate the license and generate a report: 1 To activate the license through the Internet, click Activate Now. Note: If you cannot activate a license immediately, you have 30 days in which to activate it. The activation process only takes a couple of minutes. 2 Read the registration message, click OK, and then click Done.
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62 | Quick Start: Installing and setting up ShareScan 3 Click Report to generate a license report.
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eCopy ShareScan® Installation and Setup Guide | 63 The eCopy Registration Web site enables you to upload the product key information needed to register eCopy-enabled devices from the license report. You typically complete the registration process after adding one or more product keys to the License Information pane and generating the license report. If you add more product keys later, you will need to repeat the registration process.
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64 | Quick Start: Installing and setting up ShareScan To enable TWAIN: 1 In the console tree, select Devices > > Manage > Status and then select the Enable TWAIN check box. 2 To select the driver: ■ Click the Browse button . The Services Manager prompts you to select the source, the TWAIN driver. ■ Select the Konica Minolta TWAIN driver. ■ In the Manage ScanStation Client pane, click Save.
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eCopy ShareScan® Installation and Setup Guide | 65 To enable TWAIN: 1 In the console tree, select Devices > > Manage > Status and then select the Enable TWAIN check box. 2 To select the driver: ■ Click the Browse button . The Services Manager prompts you to select the source, the TWAIN driver. ■ Select the e-STUDIO Remote Scan driver. The Toshiba driver’s TopAccessDocMon Local Discovery window opens.
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66 | Quick Start: Installing and setting up ShareScan To view the device list: 1 In the console tree, select Devices. The new device is listed in the right pane. (To change the view, right-click in the right pane, click View, and then select the desired view.
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eCopy ShareScan® Installation and Setup Guide | 67
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68 | Quick Start: Installing and setting up ShareScan Configuring and activating connector profiles After licensing a device, you configure one or more profiles for each connector that you want to use and then activate the profiles on a device. When you configure a connector profile, you associate it with a button that appears on the main ShareScan Client screen. When a user presses a button, the connector uses the properties and services specified in the connector profile associated with the button.
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eCopy ShareScan® Installation and Setup Guide | 69 You can configure multiple profiles for each connector and you can display up to nine buttons on the screen. This section describes the basic process of configuring and activating a connector profile, using the eCopy Connector for Microsoft Exchange as an example. It does not provide any information about configuring a local address book, which is a more advanced function.
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70 | Quick Start: Installing and setting up ShareScan Specifying services for a connector profile There are three core services available to connector profiles: ■ Document Settings ■ Scanner Settings ■ Tracing Settings This section describes the basic process of configuring the Document Settings and Scanner Setting services. For information about configuring Tracing Settings, see page 171. To access the Services pane for a connector: In the console tree, select Connectors. 2 Double-click Exchange.
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eCopy ShareScan® Installation and Setup Guide | 71 To configure the Document Settings service. Select the Document Settings tab. 2 For each option, specify the default settings that you want available to the user at the device. If you want to allow the user to change the default setting for an option, select the User modify check box. 1 3 Click Save to save changes to the profile. To configure the Scanner Settings service. Select the Scanner Settings tab. 2 Select the Enable Scanner Settings check box.
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72 | Quick Start: Installing and setting up ShareScan Specifying properties for a connector profile This section describes the basic process of configuring the following properties: ■ Display ■ ShareScan user (on the Configure tab) ■ Content ■ Express mode To access the Properties tab for a connector: 1 In the console tree, select Connectors. The console displays all the installed connectors. (To change the view, right-click in the right pane, click View, and then select the view you want to use.
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eCopy ShareScan® Installation and Setup Guide | 73 3 Double-click Properties. The Exchange Properties pane appears. To configure the Display properties: Select the Display tab. 2 To modify the image associated with the connector profile’s button, click the Browse button next to the Image field, locate the image that you want to use, and then click Open. 3 To modify the button label, click in the Label field and enter the new text. 4 Click Save. The Save Profile window opens.
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74 | Quick Start: Installing and setting up ShareScan To configure the ShareScan user properties: 1 Select the Configure tab. This tab looks a little different for each connector, but most of the connectors, especially the e-mail and fax connnectors, contain similar types of settings. Note: Some connectors, such as the Exchange Connector, include a Wizard that walks you through the standard environment settings.
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eCopy ShareScan® Installation and Setup Guide | 75 2 Click Properties. The Exchange Properties window opens. 3 Select the Basic Settings tab. 4 Enter the ShareScan User information and then click Test. When the console displays the “Test successful” message, proceed to the next step.
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76 | Quick Start: Installing and setting up ShareScan 5 Select the General Settings tab. ■ ■ ■ To configure the profile to enable users to send scanned documents as e-mail attachments from their personal Microsoft Exchange account, select the Send from personal account option. If you do not want to configure the profile to enable users to send scanned documents as e-mail attachments from their personal Microsoft Exchange account, clear the Send from personal account option.
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eCopy ShareScan® Installation and Setup Guide | 77 To configure the Content properties: 1 Select the Content tab. To specify the default subject that will be available to the user at the device, select it in the Subjects list. The user can accept the default subject or enter a new subject. 3 To specify the default note, select Notes in the Message area and then select a note.
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78 | Quick Start: Installing and setting up ShareScan To configure Express properties: 1 Select the Express tab. This feature enables you to create a profile that minimizes user interaction at the device; the Send screen will not appear on the Client screen at the device. Select the Enable check box. 3 Enter information in the Subject and Note fields. The user at the device will not have to specify a subject line or a note.
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eCopy ShareScan® Installation and Setup Guide | 79 4 To specify one or more recipients, click the Add button associated with the To: field. The Add Recipients window opens. 5 With the Search while typing option selected, enter the first few characters of a recipient’s name. As you type, the system displays names that match the characters you entered. 6 Select each recipient that you want to include on the To: list and then click To -> in the Message Recipients area. 7 Click OK.
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80 | Quick Start: Installing and setting up ShareScan Activating connector profiles This section describes the process of activating a connector profile on a device. To access the Device Properties pane for a device: In the console tree, select Devices. 2 Select a device. 3 Select Properties. The Device Properties pane displays the list of available connectors and the number of profiles that have been created for each connector.
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eCopy ShareScan® Installation and Setup Guide | 81 To activate a connector profile on the selected device: 1 Select the Activate Connector check box for Exchange. The Select Connector Profiles window opens. If you have not saved a profile’s settings, the profile name appears in red.
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82 | Quick Start: Installing and setting up ShareScan Select a configured profile, such as “exchange_express”. 3 If your company uses Document Services, use the Select a Document Service Profile list to select the Document Services profile that you want to associate with the connector profile. 4 Click OK. The No. of Profiles column indicates that you have activated one connector profile and the Document Service profile name appears in the Document Services column.
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eCopy ShareScan® Installation and Setup Guide | 83 5 In the Device Properties pane, click Save to save changes to the profile. At the device, the touch screen 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 following screen will not appear.
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84 | Quick Start: Installing and setting up ShareScan
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eCopy ShareScan® Installation and Setup Guide | 85 Configuring and starting the ScanStation Client This section provides you with basic information about configuring and starting the ScanStation Client. For information about managing the Client, see page 273. For information about using eCopy Connectors, see page 281. Note: If you are using ScanStation with Send to eCopy, you must set up and configure the MFP device before starting the Client (see page 95).
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86 | Quick Start: Installing and setting up ShareScan To configure the ScanStation Client: 1 In the console tree, select Devices > > Manage. The Manage ScanStation Client pane appears. The information in the Driver Name field is based on the product key.
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eCopy ShareScan® Installation and Setup Guide | 87
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88 | Quick Start: Installing and setting up ShareScan If you are using a TWAIN driver, the Use TWAIN user interface for settings check box may enable you to configure the Client to display the interface provided by the TWAIN driver. If you set up an MFP device to use with Send to eCopy, this pane will include a Send to eCopy tab. (To enable Send to eCopy on a Ricoh MFP, clear the Enable TWAIN check box on the Status tab and then click Save. The driver name changes to “eCopy SendTo ScanStation”.
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eCopy ShareScan® Installation and Setup Guide | 89 If you are using a TWAIN driver on this ScanStation, select Enable TWAIN.
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90 | Quick Start: Installing and setting up ShareScan 2 Select the Settings tab, enter a password in the Password (Exit) field, and then click Save. Specifying an exit password prevents unauthorized users from quitting the Client. Important! By default, the system keys are secured and the taskbar is hidden. This ensures that users cannot shut down the ScanStation, invoke the Start menu, or access other applications. You cannot disable this option.
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eCopy ShareScan® Installation and Setup Guide | 91 3 Select the ScanStation Logon tab. You must specify logon credentials on this tab. The Client will not start if the credentials fields are blank. 4 To specify your logon credentials: ■ Select the Use preceding credentials to start/stop the ScanStation Client check box. ■ Enter your user name, password, and domain. ■ Click Save.
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92 | Quick Start: Installing and setting up ShareScan To start the Client: Note: If you are using ShareScan on a Windows Vista operating system, you must start the Client by selecting Start > Programs > eCopy Applications > ScanStation Client. Select the Status tab. 2 Under Client Status, click Start. The Client appears on the device’s touch screen.
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eCopy ShareScan® Installation and Setup Guide | 93 3 Press the connector button. If prompted, select your TWAIN-enabled device. If the TWAIN driver’s user interface window opens, specify the settings that you want to use and then press the driver’s “Scan” button. 4 To quit the Client, use either of the following methods: ■ If you are using the hard keyboard, press ESC or ALT+F4. When the Exit window opens, enter the exit password and then select Yes.
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94 | Quick Start: Installing and setting up ShareScan
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eCopy ShareScan® Installation and Setup Guide | 95 Quick Start: Setting up MFPs to use with Send to eCopy eCopy ScanStation™ enables users of supported multifunction peripheral (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. Note: In translated versions of this guide, some translations appear in parentheses. This is because they refer to functions in software products not manufactured by eCopy.
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96 | Quick Start: Setting up MFP devices to use with Send to eCopy Setup tasks Before setting up an MFP that you plan to use with Send to eCopy, make sure that you install eCopy™ ShareScan and then license the product using a Send to eCopy key, as described earlier in this guide. You must then perform the following tasks: ■ Create a network shared folder on the ScanStation to temporarily store the scanned image files. ■ For some MFPs, create an FTP folder to temporarily store the scanned image files.
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eCopy ShareScan® Installation and Setup Guide | 97 Creating a network shared folder eCopy recommends that you create a network shared folder on the ScanStation before you configure the MFP. Since the MFP requires write access to the network shared folder, make sure that you assign appropriate permissions to the folder. eCopy recommends that you name the folder “Toshiba_drop”.
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98 | Quick Start: Setting up MFP devices to use with Send to eCopy Creating an FTP folder If your company does not have an FTP site, you must create one. See your Microsoft Internet Information Services (IIS) documentation for information about creating the FTP site; you may want to specify C:\eCopy as the home directory for the site. eCopy recommends that you follow these guidelines when creating the FTP site: ■ Create the FTP site on the ScanStation.
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eCopy ShareScan® Installation and Setup Guide | 99 Supported scan settings Send to eCopy can retrieve scanned image documents from the designated SMB folder or FTP folder only when the output format specified at the MFP is TIFF (single-page or multi-page) or JPEG. If the output format is JPEG, the software converts the scanned documents to eCopy (CPY) format. eCopy strongly recommends that users do not select PDF as the output format for documents that they want to use with Send to eCopy.
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100 | Quick Start: Setting up MFP devices to work with Send to eCopy Configuring a Konica Minolta MFP To configure a Konica Minolta MFP to use with Send to eCopy, you perform the following tasks: ■ Register a destination. ■ Specify address book settings. ■ Register a “program” for use on the MFP. The “program” refers to a destination and a set of scan settings that are registered together. To configure the MFP: Make sure that the MFP is running.
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eCopy ShareScan® Installation and Setup Guide | 101 5 To register the program: ■ In the navigation pane, click Program. The Program List page opens. ■ Click New Registration. The New Registration page opens. ■ Select SMB and then click Next. The Program (SMB) page opens. For Send to eCopy, you must at least specify the settings required for eCopy (see Table 3). However, you can specify any other scan settings that you want the program to use. ■ Click Apply.
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102 | Quick Start: Setting up MFP devices to work with Send to eCopy TABLE 3. Konica Minolta MFP: Settings required for eCopy Field Description No. The registration number. This number identifies the program on the Program tab at the MFP. Name The registration name, such as “eCopy Scans”. Destination Information The destination that you registered in step 3. (To specify the destinaton, select the Select from Address Book option, click the icon next to the field, select the destination.
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eCopy ShareScan OP Installation and Setup Guide | 103 Configuring a Ricoh scanning device Before scanning documents for use with Send to eCopy, you must set up Ricoh's Scan to Folder or Scan to FTP feature on your Ricoh MFP. Scan to Folder and Scan to FTP enable you to scan documents to shared folders that other users or applications, such as Send to eCopy, can access. Refer to your Ricoh documentation or to the Ricoh Support Knowledge Base for information about setting up Scan to Folder or Scan to FTP.
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104 | Quick Start: Setting up MFP devices to work with Send to eCopy Configuring a Sharp MFP To configure a Sharp MFP to use with Send to eCopy, you create a profile that uses a shared network folder (see page 104) that uses the Microsoft SMB (Server Message Block) Protocol, or a profile that uses an FTP folder (see page 105). You can then scan documents to the scan destination (see page 107).
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eCopy ShareScan® Installation and Setup Guide | 105 5 If the default folder is the network shared folder that you created on the ScanStation (see page 97), click OK. Otherwise, click Browse, select the target folder, and then click OK. The Send To Folder window displays the name of the target folder. 6 Click OK to return to the main Network Scanner Tool window. The Profiles tab now lists the new profile.
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106 | Quick Start: Setting up MFP devices to work with Send to eCopy Under New Destination, click FTP. 6 Under FTP Destination Control, make sure that you specify the information that Send to eCopy requires (see Table 4) in addition to any information that the MFP requires. 5 Note: 7 To use this profile with Send to eCopy, you must enter user name, password, and directory information, even though the screen indicates that the fields are optional. Click Submit.
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eCopy ShareScan® Installation and Setup Guide | 107 Scanning documents You scan documents to the scan destination specified in the profile that you created for use with Send to eCopy. To scan documents: 1 2 3 4 5 Load your originals into the MFP. Press the Image Send button on the control panel. Press Address Directory on the touch screen. Select the profile that you created for use with Send to eCopy. Press the Start button on the control panel to start scanning.
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108 | Quick Start: Setting up MFP devices to work with Send to eCopy Configuring a Toshiba MFP with an e-Bridge Controller To configure a Toshiba MFP to use with Send to eCopy, you perform the following tasks: ■ Set up the SCAN TO FILE locations (see page 108). ■ Create a scan template group (see page 109). ■ Create and configure scan templates (see page 109). ■ Secure the MFP (see page 110). You can then scan documents using the scan template (see page 110).
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eCopy ShareScan® Installation and Setup Guide | 109 Save the information. 8 Click Log Out. 7 Creating a scan template group Use the following procedure to create a scan template group on the MFP. To create a scan template group: Select the Registration tab. 2 Select a template group that is “Undefined”, such as “001”. 3 Enter a name for the group, such as “eCopy ScanStation”. 4 Save the information. 1 Creating and configuring scan templates This section specifies only the required settings.
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110 | Quick Start: Setting up MFP devices to work with Send to eCopy 6 7 Select Scan Setting, specify the following settings, and then click Save. Option Description/Setting Single/2-Sided Scan Specify as needed for the template. Resolution 300 dpi. At the top of the screen, click Save to save all the information. Important! Selecting “Auto Color” or “Full Color” as the Color Mode setting will affect the configuration saved under the Save as file Setting area.
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eCopy ShareScan® Installation and Setup Guide | 111 Configuring a Toshiba MFP with a GL Controller To configure a Toshiba MFP to use with Send to eCopy, you perform the following tasks: ■ Create a scan template group (see page 111). ■ Create and configure scan templates (see page 112). ■ Enable file storage in network folders (see page 114). You can then scan documents using the scan template (see page 114).
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112 | Quick Start: Setting up MFP devices to work with Send to eCopy Creating and configuring scan templates This section specifies only required settings. You can specify other settings to make each template unique. Examples of templates that you might want to create are: ■ 1-sided (Auto Color and Auto paper size) ■ 2-sided (Auto Color and Auto paper size) To create and configure scan templates: Select the “eCopy” template group. 2 Click New.
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eCopy ShareScan® Installation and Setup Guide | 113 6 7 Under Agent Settings, specify the following settings: Option Description/Setting Send To File. Location Network. (If you cannot select it, see “Enabling file storage in network folders” on page 114.) Path \\eCopy_IP\Toshiba_drop\ or \\Share-Name\Toshiba_drop\ User Name and Password A fully-qualified user name (domain\user_name) and password for the specified machine. File Format Single Page TIFF (G4).
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114 | Quick Start: Setting up MFP devices to work with Send to eCopy Enabling file storage in network folders Use the following procedure to enable file storage in network folders on GL controllers. To enable file storage in network folders on GL controllers: Click the Administration tab and then select Setup. 2 Select Fax/Scan Agents. 3 Select Send to File.
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eCopy ShareScan® Installation and Setup Guide | 115 Configuring Send to eCopy The Send to eCopy tab is available in the eCopy ShareScan Administration console only after you license the ScanStation using a Send to eCopy product key. (To enable Send to eCopy on a Ricoh MFP, clear the Enable TWAIN check box on the Status tab and then click Save.) To configure Send to eCopy: 1 In the console tree, select Devices > > Manage.
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116 | Quick Start: Setting up MFP devices to work with Send to eCopy 4 Under Location, specify the information about the target storage folder (see Table 5). Click Save. 6 Create the eCopy Connector profiles that you want to use and then activate them on the ScanStation (see page 68 in the Installation and Setup Guide for Ricoh TWAIN devices). 7 Restart the Services Manager.
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eCopy ShareScan® Installation and Setup Guide | 117 TABLE 5. Send to eCopy: Location settings for target storage folder Field Description/Setting Type Available folder types are “SMB” and “FTP”. Select SMB. Select SMB or FTP. (Your selection must match the type of shared network folder you created.) Select FTP.
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118 | Quick Start: Setting up MFP devices to work with Send to eCopy Using scanned documents at the ScanStation Users, at MFPs configured for use with Send to eCopy, scan documents to the destination storage folder specified on the MFP. The scanned documents are then available for use with eCopy Connectors installed on the ScanStation.
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eCopy ShareScan® Installation and Setup Guide | 119 Reference: Configuring the system When you install ShareScan, the Administration console, an MMC (Microsoft Management Console) snap-in, is installed along with the Services Manager and any selected eCopy connectors. You use the Administration console to manage Services Managers, connectors, and eCopyenabled devices.
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120 | Reference: Configuring the system Starting, stopping, and restarting the Services Manager The Services Manager runs as a Windows service. You start or stop, and restart, the Services Manager from the Administration console. To start, stop, or restart a Services Manager: To start, stop, or restart a Services Manager, use either of the following methods: ■ ■ In the console tree, right-click the name of the Services Manager.
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eCopy ShareScan® Installation and Setup Guide | 121 Setting security options for a Services Manager The Security Options function, which you can configure for each Services Manager, enables you to specify whether other Services Managers have the right to add or acquire devices managed by that Services Manager and to publish connector profiles to that Services Manager.
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122 | Reference: Configuring the system To grant access to other Services Managers: 1 In the console tree, select the name of the Services Manager and then click the Display Security Options button on the console toolbar. The Security Options window opens. Select the Enable option. By default, this option is disabled. 3 Select the Allow addition of devices and connector profile publishing option.
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eCopy ShareScan® Installation and Setup Guide | 123 Configuring system properties You can specify system properties that apply to all devices connected to the selected Services Manager. The System Properties pane contains tabs that enable you to specify general and advanced properties, keyboard settings, Session Logon settings, and tracing information. The System Properties pane also contains a Bates Numbering tab; Bates Numbering is an add-on eCopy Service.
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124 | Reference: Configuring the system To configure advanced system properties: In the console tree, select System Information > Properties and then select the Advanced tab. 2 Configure the advanced properties (see Table 7). 3 Click Save. 1 TABLE 7. System properties: Advanced tab Section Field Name Description Encryption properties Password Minimum The minimum number of characters that make up the password.
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eCopy ShareScan® Installation and Setup Guide | 125 Configuring keyboard settings The Keyboard Settings tab enables you to select a language for the hard keyboard as well as for the on-screen keyboard. It also enables you to configure additional settings for the on-screen keyboard.
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126 | Reference: Configuring the system Configuring Session Logon When you enable Session Logon, users at a device only need to log on a single time to ShareScan; 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.
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eCopy ShareScan® Installation and Setup Guide | 127 TABLE 9. System properties: Session Logon tab Section Field Name Directory Services Search Parameters Authentication Type Description The directory service that manages your list of users: Windows Active Directory or Novell Directory Services. Domain The Windows domain, or, for Novell, the preferred NDS Server Name or IP address.
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128 | Reference: Configuring the system Configuring system tracing The system can write transaction information to a trace file to help with troubleshooting. You typically use this feature only when you are working with Technical Support. Enabling tracing will slow down overall system performance. To configure system tracing: In the console tree, select System Information > Properties and then select the Tracing tab. 2 Configure the settings (see Table 10). 3 Click Save. 1 TABLE 10.
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eCopy ShareScan® Installation and Setup Guide | 129 Licensing devices Every device that you use with eCopy software requires a valid license. To obtain a license, you add a unique product key, valid for use with a single eCopy-enabled device, to the local license database (see page 130). Site licenses, valid for activation with a predefined number of devices, are also available (see page 130). eCopy recommends that you leave the license database on the local hard drive.
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130 | Reference: Configuring the system Adding product keys There are three ways to add product keys to the license database: ■ Enter each key manually (see page 130). To avoid typing errors, you should copy and paste the key. eCopy recommends that you use this method when licensing a device connected to a ScanStation. ■ Import the keys from a text file (see page 130). This is the easiest method to use if you receive your product keys electronically.
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eCopy ShareScan® Installation and Setup Guide | 131 3 Click OK. When you add a product key for a ScanStation, the Select Source window opens. Select the appropriate TWAIN driver and then click Select. The system adds the ScanStation to the list of devices and then displays the Product Key Information window. You can immediately activate the key via the Internet (recommended), or activate it later (see page 133).
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132 | Reference: Configuring the system Adding a device with an embedded Client An embedded device is a device running ShareScan Embedded software. You can manage multiple devices with embedded Clients from the Administration console. Each device is associated with a Services Manager. New devices, from the same manufactuer, inherit their initial settings from the default device. To add a device with an embedded Client: Make sure the ShareScan Client is installed and running on the device.
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eCopy ShareScan® Installation and Setup Guide | 133 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. Important! As soon as you activate your licenses, generate a license report (see page 134).
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134 | Reference: Configuring the system Generating a license report The license report helps you recover your product keys and license codes, if necessary. You should generate a license report whenever you activate your licenses. Keep the report in a safe place in case you need to restore the license information. A printed report is also useful if you need to manually activate product keys from another computer. To generate a license report: In the console tree, select System Information > Licensing.
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eCopy ShareScan® Installation and Setup Guide | 135 Monitoring scanning activity The Activity Monitor enables you to monitor scanning activity on a Services Manager. This is useful for finding bottlenecks as it shows all activity and timing information in real time. To access and manage the activity log: 1 In the console tree, select System Information > Activity Monitor. The Activity area displays a list of all requests and status information. Click Start Monitoring or Stop Monitoring.
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136 | Reference: Configuring the system Reporting scanning activity The Reporting function enables you to display the total number of pages scanned. The report can include activity for all devices connected to a Services Manager or for a single device. To view a report of scanning activity: In the console tree, select System Information > Reporting. 2 Select the appropriate option: ■ Manager: Displays the total number of pages scanned at each device connected to the selected Services Manager.
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eCopy ShareScan® Installation and Setup Guide | 137 Backing up and sharing configuration files The Export / Import utility enables you to perform the following administrative tasks: ■ Copy configuration files to a backup directory. ■ Restore the Services Manager to a previously-saved configuration. ■ Copy configuration files to other Services Managers. The configuration files include the following items: ■ The system profile and forms, System*.xml.
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138 | Reference: Configuring the system To import files: 1 To access the utility, use either of the following methods: ■ Select the Services Manager and then click the Export or Import Profiles icon on the Administration console toolbar. ■ Right-click the Services Manager and then select Export / Import Utility. The Export / Import Utility window opens. Click Import configuration. 3 Select the files and connectors to import.
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eCopy ShareScan® Installation and Setup Guide | 139 Remote administration When the Services Manager, the Administration console, and all available connectors are installed on a network computer, for example, in an information technology (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.
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140 | Reference: Configuring the system In the Domain list, select your domain controller. 3 In the Name field, enter the first few letters of the first name of the person whose name you want to add to the list. The system displays all the names that match the letters you entered. 2 4 Select a user and then click Add The system adds the user to the user list. 5 Repeat steps 3 and 4 until you have added all the names you require to the list and then click OK.
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eCopy ShareScan® Installation and Setup Guide | 141 Reference: Common configuration information for connectors An eCopy™ ShareScan system can use the following types of connectors: ■ ■ ■ eCopy Connectors that are included with the ShareScan product.
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142 | Reference: Common configuration information for connectors Installing and removing connectors During initial installation of the ShareScan software, you can install any of the eCopy Connectors supplied on the installation CD (see page 34). To install a connector supplied with the ShareScan installation CD that you did not install during the initial installation of ShareScan, you use the Program Maintenance option.
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eCopy ShareScan® Installation and Setup Guide | 143 To install an eCopy Connector from a separate CD: If you are installing any connector other than those supplied on the ShareScan CD, run the setup program and follow the instructions. The setup program installs the software and registers it on the Services Manager. The connector then appears in the console tree.
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144 | Reference: Common configuration information for connectors Configuring connector profiles Each connector profile defines a set of configuration options for that connector. You can configure multiple profiles for each connector. In addition, you can activate multiple profiles for each connector on a single device. For example, you can create two unique profiles for the Exchange connector and activate both on Device X. TABLE 12.
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eCopy ShareScan® Installation and Setup Guide | 145 To update an existing profile: 1 2 3 4 5 In the console tree, select the connector whose profile you want to modify. In the list of profiles, select the profile you want to modify. Update the Properties settings and then click Save. In the Save Profile window, select the target profile and then click Save. Update the Services settings and then click Save.
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146 | Reference: Common configuration information for connectors 6 Select the Selection tab and then click Arrange. The Arrange Profiles window opens. Use the Move Up and Move Down buttons to arrange the profiles in the list in the order in which you want the connector buttons to appear on the touch screen and then click Save. 8 Select the Selection tab and then click Save. The profile is activated on the device.
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eCopy ShareScan® Installation and Setup Guide | 147 Configuring Document Services When you purchase and install a Document Service, the service is visible from the Document Services node in the Administration console tree. ShareScan enables you to create profiles for the document service and associate them with your connector profiles.
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148 | Reference: Common configuration information for connectors Configuring common Properties settings This section describes how to configure the properties and operations that are common to multiple connectors.
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eCopy ShareScan® Installation and Setup Guide | 149 Configuring the Display properties The Display tab specifies the image and label that will be used on the connector button, which appears on the touch screen. To configure the Display properties: In the console tree, select > Properties. 2 Select the Display tab and then specify the settings (see Table 14). 3 Click Save, select or specify the profile name, and then click Save. 1 TABLE 14.
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150 | Reference: Common configuration information for connectors Configuring the Content properties The Content tab specifies the properties for subjects, notes, and bylines that are included in messages sent by e-mail and fax connector profiles. Users at the device can select an existing subject or note or enter their own subject or note. Subjects appear on the subject lines; notes are included in the message body.
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eCopy ShareScan® Installation and Setup Guide | 151 TABLE 15. Connector Properties: Content tab (continued) Section Field/Button Email Address Format in Message Content (applies to the Lotus Notes Mail Connector) Determines how recipient names will appear in the body of the message when the $$RECIPIENTS$$ variable is included. Tip! 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.
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152 | Reference: Common configuration information for connectors Configuring the Express properties The Express function enables 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 enables the user at the device to scan and send documents without having to enter additional information.
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eCopy ShareScan® Installation and Setup Guide | 153 TABLE 16. Connector Properties: Express tab (continued) Connector Field/Button Description eCopy Connectors for: Fax via Microsoft Exchange Fax via SMTP Destination List When you enable the Express mode, you can use the available buttons to add, edit, remove, and change the positions of the destinations in the Destinations list. Fax Destination window The window opens when you click the Add or Edit buttons.
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154 | Reference: Common configuration information for connectors Setting up Scan to eCopy Desktop with Express functions There is no separate Express tab for the Scan to eCopy Desktop Connector. The following procedure enables you to configure Scan to eCopy Desktop to use Express functions. To configure Scan to eCopy Desktop to use Express: In the console tree, select System Information > Properties and then select the Session Logon tab. 2 Configure Session Logon (see page 126).
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eCopy ShareScan® Installation and Setup Guide | 155 Configuring the Search while typing option The Search while typing option enables ShareScan 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.
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156 | Reference: Conmmon configuration information for connectors Configuring file name and index fields You use the Field Editor or the Index Field Editor to add or edit fields that the user sees in the Client. When you create file name fields or index fields, you select the field type in the editor. The following fields are available in the Field Editor window: TABLE 17. Field Editor options Section Field Description Properties Name The identifier for the field (15 characters maximum).
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eCopy ShareScan® Installation and Setup Guide | 157 TABLE 18. Field Editor: Available field types (continued) Field Type Available Settings Device Name No additional settings. File Name The name of the scanned file. File Size The size (in KB) of the scanned file. List Required: If you select this option, the user at the device must select a value from the list. If you do not select this option, the user at the device can leave the field blank.
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158 | Reference: Common configuration information for 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. A sample format is shown below: Recipient Name Fax Number Prefix Name Separator Suffix Fax Prefix Cover Page Attached To configure the fax address format: You configure the fax address format in the Fax Address Format window.
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eCopy ShareScan® Installation and Setup Guide | 159 1 Open the Fax Address Format window.. 2 Refer to the documentation for your fax server application to obtain the correct format for fax addresses. Important! Since fax application vendors change these formatting schemes frequently, make sure you obtain the current format. Start building the address by adding components. For example, to include a prefix, select Prefix from the list on the left and then click Add.
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160 | Reference: Common configuration information for connectors Configuring support for local address books ShareScan supports the use of Microsoft SQL Server Express 2005 (SQL Express) for the storage of e-mail and fax addresses in local address books. Important! You must use the version of the SQL Express installation program that is provided on the ShareScan CD and accessed through the Optional Components menu.
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eCopy ShareScan® Installation and Setup Guide | 161 Installing SQL Express You must install SQL Express using the ShareScan installation program. To install SQL Express: Insert the ShareScan installation CD into the CD drive and then click Optional Components. 2 Select Install SQL Express and follow the on-screen instructions. During installation, SQL Server prompts you for a password. You will need this password when you create an address book database.
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162 | Reference: Common configuration information for connectors Creating a local address book database You can create a local address book database on any PC running the Services Manager. Once you have created the database, it is available to all other Services Managers on the network. Note: SQL Server must be running when you create the database. If you are using a firewall, you must add SQLSERVER.exe and UDP Port 1434 to the exceptions list.
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eCopy ShareScan® Installation and Setup Guide | 163 TABLE 20. Settings for creating a local address book database Field/Button Description SQL Server Name list The computer where you installed SQL Express. If the server name does not appear on the list, you can enter it manually. You must add the suffix \SQLEXPRESS to the server name. For example: mycomputer\SQLEXPRESS. Administrator’s user ID User name: sa Password: The password you entered when you installed SQL Express.
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164 | Reference: Common configuration information for connectors Configuring connector profiles to use address books After creating and enabling address books, you can configure connector profiles to use them. To configure connector profiles to use address books: In the console tree, select your e-mail or fax connector, select Properties, and then click the Local Address Book or Address Books tab. 2 Under Local Address Book or Address Book (for Lotus Notes connectors), click Choose.
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eCopy ShareScan® Installation and Setup Guide | 165 Configuring connector Services This section describes how to configure the connector Services that are common to multiple connectors. ■ Document Settings (see page 166) ■ Scanner Settings (see page 170) ■ Tracing settings (see page 171) Copying Services settings Each connector profile can have its own set of Services settings. When the settings are similar between connector profiles, you may want to copy them.
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166 | Reference: Common configuration information for connectors Configuring Document Settings The Document Settings tab enables you to specify default settings for options specific to a connector profile, including encryption, searchable text, and image format. It also enables you to specify whether users at the eCopy-enabled device can change the settings; user-modifiable options are available when the user presses the Services button on the Client’s scan preview screen.
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eCopy ShareScan® Installation and Setup Guide | 167 TABLE 23. Services: Document Settings tab Option Setting Description Encryption (for PDF and eCopy file formats only) On Prompts the user to enter an encryption password. All scanned documents will be encrypted. If you also select the User modify option, the user can choose encryption on a document by document basis. Off Document encryption will not be available for use with the profile. User modify The user can override the default setting.
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168 | Reference: Common configuration information for connectors TABLE 23. Services: Document Settings tab (continued) Option Setting Document Name Default Blank Page Removal (for blackand- white documents only) Bates Numbering Description The default naming format for the scanned documents: DeviceName_ConnectorID_.ext Specify Name Specifies a default file name for the scanned documents. Advanced Specifies the fields that are used to build a file name for the scanned documents.
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eCopy ShareScan® Installation and Setup Guide | 169 TABLE 23. Services: Document Settings tab (continued) Option Setting Description Batching (for PDF and eCopy file formats only) On Will be available for use with the profile. Off Will not be available for use with the profile. Number of pages Creates a new document after the specified number of pages. You specify the number of pages by clicking the Pages button and entering the number.
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170 | Reference: Common configuration information for connectors Configuring Scanner Settings The Scanner Settings tab enables you to attach default scanner settings to a connector profile. For example, assume that a user always scans to Legal size paper with the scaling option set to 90%. You can specify the settings in a profile so that the user at the device does not have to change them.
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eCopy ShareScan® Installation and Setup Guide | 171 Configuring Tracing settings The Tracing tab enables you to configure the capture of trace information in a log file; this information helps 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: In the console tree, select > Services and then select the Tracing tab. 2 Specify the default settings (see Table 25).
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172 | Reference: Common configuration information for connectors
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eCopy ShareScan® Installation and Setup Guide | 173 Reference: Connectorspecific configuration information This section provides information about configuring settings specific to each connector. For information about configuring the properties and operations that are common to multiple connectors, see page 148. For information about configuring connector Services that are common to multiple connectors, see page 165. In this chapter ■ Copy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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174 | Reference: Connector-specific configuration information Copy Copy enables users to perform a variety of copying functions using eCopy ShareScan Embedded software. When you activate the connector on a device running the embedded Client, the user does not need to quit the Client to make copies. You can create Copy connector profiles on any PC running the Services Manager, and you can publish them to any Services Manager that supports the ShareScan Embedded software.
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eCopy ShareScan® Installation and Setup Guide | 175 eCopy Connector for Microsoft Exchange The eCopy Connector for Microsoft Exchange enables a user to send scanned documents from an eCopy-enabled device as e-mail attachments from a generic Microsoft Exchange account or from the user’s personal Microsoft Exchange account. eCopy recommends that you create a generic Microsoft Exchange account for use by ShareScan.
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176 | Reference: Connector-specific configuration information TABLE 26. Exchange: Connection protocols Protocol Combination Microsoft Outlook Required? Description MAPI/MAPI Yesa Specifically designed for the Exchange 5.5 server only. Performs best if the computer running the Services Manager is a member of the forest where the Exchange server(s) reside.
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eCopy ShareScan® Installation and Setup Guide | 177 To configure eCopy Connector for Microsoft Exchange properties: eCopy recommends that you use the Wizard to initially configure a connector profile. In the console tree, select Exchange > Properties. 2 Select the Display tab and then specify the settings (see Table 14). 3 Select the Configure tab. The Configure tab displays a summary of the settings that you specify using the Wizard or using the Properties button.
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178 | Reference: Connector-specific configuration information To configure eCopy Connector for Microsoft Exchange services: 1 In the console tree, select Exchange > Services. The Services pane appears. Configure the connector services (see page 165). 3 Click Save, select the profile name, and then click Save. 2 To add additional account forests: This procedure applies only to environments that use an External Associated Account (EAA) and contain multiple forests.
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eCopy ShareScan® Installation and Setup Guide | 179 Exchange Connectors Wizard Settings The settings that you see in the Wizard depend on the information you enter about your Exchange environment. The information that you enter about your environment enables the Wizard to select the correct connection protocol. The settings that appear in the subsequent windows are a filtered subset of the settings in the Properties window.
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180 | Reference: Connector-specific configuration information The Wizard prompts you to enter information based on your choice of environment settings. See the following tables for descriptions of the information required for each field: ■ Windows Server Account window: see Table 28, Exchange Properties: Basic Settings tab. This window is available only if you select Exchange 5.5 as your server type.
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eCopy ShareScan® Installation and Setup Guide | 181 TABLE 28. Exchange Properties: Basic Settings tab Section Field/Button Name Description ShareScan User name The user name for logging on to the Exchange server. The connector does not accept user names that contain spaces. Make sure that the user logon name specified in the Windows Active Server Directory or Exchange account does not contain spaces. Password The Exchange account password.
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182 | Reference: Connector-specific configuration information The following table describes the advanced account settings for each combination of protocols. For information about the protocols, see Table 26. TABLE 29. Exchange Properties: Advanced Account Settings Protocol Combination (Advanced Settings tab) Field/Button Name Description MAPI/MAPI Uses MAPI to retrieve the user information when the Search while typing option is enabled, and to send scanned documents.
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eCopy ShareScan® Installation and Setup Guide | 183 TABLE 29. Exchange Properties: Advanced Account Settings (continued) Protocol Combination (Advanced Settings tab) Field/Button Name Description LDAP/WEBDAV Uses the same Global Catalog Server options as the ones available for the LDAP/MAPI combination, along with the following WEBDAV settings for the Exchange server. Server requires SSL for communication Select this option if the Exchange server requires a Secure Socket Layer (SSL).
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184 | Reference: Connector-specific configuration information All the settings in this table apply to the eCopy Connector for Microsoft Exchange. Settings that also apply to the eCopy Connector for Fax via Microsoft Exchange are indicated in the table. TABLE 30. Exchange Properties: General Settings tab Section Field Name Description Sender Settings (Available in the eCopy Connector for Fax via Microsoft Exchange.
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eCopy ShareScan® Installation and Setup Guide | 185 TABLE 30. Exchange Properties: General Settings tab (continued) Section Field Name Description (continued) Other General Settings Search Global Address List Enables the user at the device to search the Global Address List and select recipients from it. Search Outlook Contacts (Available in the eCopy Connector for Fax via Microsoft Exchange for LDAP/ WEBDAV and WEBDAV/WEBDAV protocols.
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186 | Reference: Connector-specific configuration information TABLE 32. Exchange Properties: Advanced Settings tab Section Field Name Description Use External Associated Account Available only if the LDAP/MAPI or LDAP/ WEBDAV combination is selected.
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eCopy ShareScan® Installation and Setup Guide | 187 eCopy Connector for Microsoft Exchange Local Address Book Settings This Local Address Book tab enables you to configure the local address books that store Internet e-mail addresses entered at the device, addresses that are not in the Global Address List or in the Contacts folder. For information about creating and configuring address books, see page 160.
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188 | Reference: Connector-specific configuration information 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.
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eCopy ShareScan® Installation and Setup Guide | 189 To configure eCopy Connector for Fax via Microsoft Exchange properties: eCopy recommends that you use the Wizard to initially configure a connector profile. Use the Properties button on the Configure tab only if you need to make custom modifications after the initial configuration. In the console tree, select Fax via Exchange > Properties. 2 Select the Display tab and then specify the settings (see Table 14). 3 Select the Configure tab.
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190 | Reference: Connector-specific configuration information 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 a generic Lotus Notes account or from the user’s personal Lotus Notes account. eCopy recommends that you create a generic Lotus Notes account for use by ShareScan.
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eCopy ShareScan® Installation and Setup Guide | 191 TABLE 33. Lotus Notes Mail Properties: Configure tab Section Field/Button Description ShareScan User The account used to access the Global Address List. Active ID File The name of the Lotus Notes ID file installed on the local computer. User Name The user name associated with the Active ID file. Password The password associated with the Active ID file. Test Validates the logon information.
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192 | Reference: Connector-specific configuration information To configure eCopy Connector for Lotus Notes Mail services: 1 In the console tree, select Lotus Notes Mail > Services. The Services pane appears. Configure the connector services (see page 165). 3 Click Save, select the profile name, and then click Save.
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eCopy ShareScan® Installation and Setup Guide | 193 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 Lotus Notes server plug-in. The scanned document, along with sender and recipient information, is sent to the Lotus Notes server using the local Lotus Notes client.
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194 | Reference: Connector-specific configuration information To configure the eCopy Connector for Fax via Lotus Notes properties: In the console tree, select Fax via Lotus Notes > Properties. 2 Select the Display tab and then specify the settings (see Table 14). 3 Select the Configure tab and then specify the settings(see Table 34). 4 Select the Fax Format tab, which displays samples of the current fax address format, and then specify the Fax format (see page 158).
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eCopy ShareScan® Installation and Setup Guide | 195 TABLE 34. Fax via Lotus Notes Properties: Configure tab Section Field/Button Name Description ShareScan Usera The account used to access the Global Address List. Active ID File The name of the Lotus Notes ID file installed on the local computer. User Name The user name associated with the Active ID file. Password The password associated with the Active ID file. Test Validates the logon information.
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196 | Reference: Connector-specific configuration information 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 a user sends e-mail from a personal SMTP account, the system prompts users to log on to validate their identity. The Global Address List is provided by an LDAP server.
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eCopy ShareScan® Installation and Setup Guide | 197 To configure the eCopy Connector for SMTP using LDAP services: 1 In the console tree, select LDAP/SMTP > Services. The Services pane appears. Configure the connector services (see page 165). 3 Click Save, select the profile name, and then click Save. 2 SMTP using LDAP connector Wizard settings The Wizard enables administrators to initially configure the connector.
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198 | Reference: Connector-specific configuration information TABLE 35. Wizard settings: SMTP using LDAP (continued) Wizard Window Field Description LDAP Server Settings Not available if you select Active Directory as the server type. LDAP Server Settings ■ Connect Anonymously Select LDAP User Not available if you select Active Directory as the server type. LDAP server settings: Server ■ Port ■ User DN ■ Password You must provide the full user DN if the server requires it.
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eCopy ShareScan® Installation and Setup Guide | 199 TABLE 35. Wizard settings: SMTP using LDAP (continued) Wizard Window 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 then 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.
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200 | Reference: Connector-specific configuration information TABLE 35. Wizard settings: SMTP using LDAP (continued) Wizard Window 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 the User modify option, or select both. Generic email A generic e-mail address that is used as the sender account for all email.
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eCopy ShareScan® Installation and Setup Guide | 201 eCopy Connector for SMTP using LDAP Properties The Properties window enables administrators who are more familiar with LDAP to fine-tune the settings, without relying on the Wizard. Many windows contain a Test button that you use to validate the logon information or test the server connection. TABLE 36.
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202 | Reference: Connector-specific configuration information TABLE 36. LDAP/SMTP Properties: Basic LDAP tab (continued) Section Field Description Search Base DN The DN 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.
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eCopy ShareScan® Installation and Setup Guide | 203 . TABLE 37. LDAP/SMTP Properties: Advanced LDAP taba Section Field LDAP Attributes If you use a nonstandard attribute in the e-mail, First Name, Last Name, and Common Name fields, enter the attribute name in the field.
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204 | Reference: Connector-specific configuration information TABLE 38. LDAP/SMTP Properties: SMTP Settings tab Section Field/Button 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).
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eCopy ShareScan® Installation and Setup Guide | 205 TABLE 39. LDAP/SMTP Properties: User Logon tab 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 the User modify option, or select both. If you do not want to use the LDAP Address Book, you must select this option.
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206 | Reference: Connector-specific configuration information eCopy Connector for Fax via SMTP The eCopy Connector for Fax via SMTP 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.
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eCopy ShareScan® Installation and Setup Guide | 207 To configure eCopy Connector for Fax via SMTP services: 1 In the console tree, select Fax via SMTP > Services. The Services pane appears. Configure the connector services (see page 165). 3 Click Save, select the profile name, and then click Save.
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208 | Reference: Connector-specific configuration information eCopy Connector for Captaris™ RightFax™ The eCopy Connector for Captaris™ RightFax™ enables users to scan and fax documents from an eCopy-enabled device through an existing RightFax server. The connector is compatible with RightFax Server 9.0 with Service Pack 2 and 9.3. When configured appropriately, users can send files from their personal RightFax account and access their personal RightFax phone book for recipient selection.
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eCopy ShareScan® Installation and Setup Guide | 209 To configure eCopy Connector for Captaris™ RightFax™ properties: In the console tree, select RightFax > Properties. 2 Select the Display tab and then specify the settings (see Table 14). 3 Select the Configure tab and then specify the settings (see Table 41). 4 Save the connector profile before proceeding to the Billing Codes tab. Saving the profile enables the connector to populate the billing code fields correctly.
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210 | Reference: Connector-specific configuration information TABLE 41. RightFax Properties: Configure tab (continued) Section Field/Button Description Phone Books Enable Enables the user's personal RightFax phone book to be available for recipient selection. Add new recipients Enables users to add new recipients to their personal phone book using the Save Recipient option on the Send > Details screen at the device.
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eCopy ShareScan® Installation and Setup Guide | 211 TABLE 42. RightFax Properties: Billing Codes tab Section Field/Button Description Billing Codes Fields 1, 2, and 3 Displays the available billing codes that are defined on the RightFax server. You can enable the fields for use with scanned documents. Each enabled field appears on the Billing Codes screen at the device. (If you do not enable any fields, the Billing Codes screen does not appear.) For each field, select the appropriate options.
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212 | Reference: Connector-specific configuration information To configure eCopy Connector for Captaris™ RightFax™ services: In the console tree, select RightFax > Services. 2 Configure the connector services (see page 165). 3 Click Save, select the profile name, and then click Save. 1 Notes: If you use Express with a RightFax connector profile, you must save the connector profile, with the RightFax server information, before you test your Express configuration.
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eCopy ShareScan® Installation and Setup Guide | 213 eCopy Connector for Fax via Print The eCopy Connector for Fax via Print enables users to scan and fax documents from an eCopyenabled device through a third-party fax driver. The fax driver displays its own user interface, if any, on the ScanStation. Some fax drivers display an e-mail client. Note: You can create Fax via Print profiles on any Services Manager and publish them to any Services Manager that supports the ShareScan Embedded software.
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214 | Reference: Connector-specific configuration information To configure eCopy Connector for Fax via Print services: 1 In the console tree, select Fax via Print > Services. The Services window appears. Configure the connector services (see page 165). 3 Click Save, select the profile name, and then click Save.
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eCopy ShareScan® Installation and Setup Guide | 215 Quick Connect Quick Connect enables users to scan documents and deliver them to predetermined network locations, Web locations, databases, 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.
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216 | Reference: Connector-specific configuration information To configure Quick Connect properties: 1 2 3 4 5 6 In the console tree, select Quick Connect > Properties. Select the Display tab and then specify the settings (see Table 14). Select the Destinations tab and then define a scanning destination (see page 217). Select the File Name tab and then define any file naming fields (see page 221). Select the Index File tab and then define any index fields (see page 222).
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eCopy ShareScan® Installation and Setup Guide | 217 Defining a scanning destination The Destinations tab enables you to define scanning destinations. You must define at least one destination. If you define more than one destination, Quick Connect will prompt the user to select one during the scanning process. To define a destination: Select Quick Connect > Properties. 2 Select the Destinations tab and then click New. The New destination window opens.
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218 | Reference: Connector-specific configuration information TABLE 44. Quick Connect Properties: Destination types (continued) Destination Type Section Field/ Button Description Authentication Authenticate User The options are: ■ None: Sends scanned documents to the destination without requiring user authentication. The Services Manager requires write access to the destination.
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eCopy ShareScan® Installation and Setup Guide | 219 TABLE 44. Quick Connect Properties: Destination types (continued) Destination Type Section Field/ Button Description SMTP Message SMTP Server Name The name of the server to use when sending scanned documents. Port The port number of the server. Personal Account Sends scanned documents from the user’s personal email account. Generic account Sends scanned documents from a generic account.
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220 | Reference: Connector-specific configuration information TABLE 44. Quick Connect Properties: Destination types (continued) Destination Type Section Field/ Button Description Destination List Destinations Name, Location, and Network Enables you to create a list of destinations to which the connector profile can send scanned documents. When you add a destination to the list, you specify the destination name, type, and location, as well as the authentication information.
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eCopy ShareScan® Installation and Setup Guide | 221 Defining a file naming field The file name generated at the eCopy-enabled device is composed of one or more fields. Quick Connect includes several file naming options: ■ You can configure a connector profile to use the default file name, which names scanned documents using the following format: format: device-connector-date-time.ext result: machine01-QuickConnect1-03172005-112259.pdf ■ You can build a file name using fields that you define.
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222 | Reference: Connector-specific configuration information To define file naming fields: Select the File Name tab. 2 Click New. 3 Use the Field Editor (see Table 17) to define a file name field and its default values. The Default, User modify, and Required fields are not available with all field types. 1 Click OK. 5 Repeat this procedure for each new file naming field. 6 Click Save, select or specify the profile name, and then click Save.
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eCopy ShareScan® Installation and Setup Guide | 223 Configuring an index file When a user enters indexing information at a device, Quick Connect writes the field names and their values to an index file or to a database table. The index file has the same name as the scanned document, but has a different file extension.
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224 | Reference: Connector-specific configuration information ■ There are three types of index values. The type of index value determines the frequency of changes to index values (see Table 46). TABLE 46. Quick Connect: Types of index values ■ Type of index value Description Used with following field types System The index field retains the same index value when the user at the device starts a new scan job.
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eCopy ShareScan® Installation and Setup Guide | 225 To configure the index file: 1 2 3 4 5 Select the Index File tab. In the File Format area, select the format of the index file. If the Batching option is enabled and you want to create a single index file, select Create single index file when Batching is enabled. If you want to duplicate unchanging index values, select Repeat unchanging index values. Click Save, select or specify the profile name, and then click Save.
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226 | Reference: Connector-specific configuration information 4 Configure the data source (see page 230). When you have successfully configured the data source, the Data Field Selector window opens. 5 On the Map Document Destination tab, under Select Table Name, select a table. The Database Fields list displays only those columns that have been defined as IMAGE or STRING data types. Quick Connect stores documents in IMAGE fields and file names in STRING fields.
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eCopy ShareScan® Installation and Setup Guide | 227 Mapping index fields to fields in a database This feature enables you to specify a database to store index values entered at an eCopy-enabled device. You can map any type of Quick Connect index field to fields in an SQL, Access, or Oracle database. When a user enters values in mapped index fields, the connector profile stores the values in the associated database fields.
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228 | Reference: Connector-specific configuration information To map index fields to fields in a database: In the console tree, select Quick Connect > Properties. 2 Select the Index File tab, click New, and then define each index field that you want to map (see page 222). 3 Under File Format, select Database and then click Map Fields. If you have not yet configured a data source, configure it now (see page 230). 1 If you previously configured a data source, the Data Field Selector window opens.
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eCopy ShareScan® Installation and Setup Guide | 229 Using a database as the source of field values You can create a file name field or an index field that uses a database as the source of field values. Users at the device can then select from a list of available values for that field. If the database administrator modifies, in a database, values that are associated with a Quick Connect field, users will have access to the changed values.
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230 | Reference: Connector-specific configuration information Configuring a data source You can configure an existing data source or a new data source. To configure an existing data source: 1 If the Select Recent Data Source window opens, select the data source that you want to use and then click OK. The Data Field Selector window opens. 2 Perform one of the following functions: ■ Map the document destination for the index fields (see page 226).
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eCopy ShareScan® Installation and Setup Guide | 231 TABLE 47. Quick Connect: Database types and settings Database type Settings Microsoft Access Specifies the path to the Access database (*.MDB), which can be on a local drive or on a Universal Naming Convention (UNC) path. If the database is on a local drive and does not require a user name and password, select the Blank Username and Password check box. If the database is on a UNC path, enter the appropriate credentials.
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232 | Reference: Connector-specific configuration information Scan to eCopy Desktop™ The eCopy™ Scan to eCopy Desktop Connector enables ShareScan users at an eCopy-enabled device to scan documents and send them to recipients’ scan inboxes or to network home directory folders, where the scanned documents can be retrieved by eCopy Desktop. For information about using eCopy Desktop, refer to the eCopy Desktop documentation or Help.
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eCopy ShareScan® Installation and Setup Guide | 233 About eCopy Desktop scan inboxes and home directories eCopy Desktop can use both scan inboxes and network home directories to store scanned documents received from the Scan to eCopy Desktop Connector: ■ Scan inboxes: The connector creates scan inboxes when users first use the connector at a device. The connector creates scan inboxes in folders located beneath the Inbox root directory.
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234 | Reference: Connector-specific configuration information ■ Home Directories: The network administrator must create these directories. If you configure the connector to use a network home directory to store scanned documents, the connector automatically uses the Scan to Self and Authenticate Users options.
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eCopy ShareScan® Installation and Setup Guide | 235 About the Inbox root directory The Inbox root directory, which was called “Inbox Management Directory” in previous versions of ShareScan, contains scan inboxes and a file named “userdirs.txt”. When users at a device use the connector for the first time, their names and the paths to their scan inboxes or network home directories are added to the userdirs.txt file. The Inbox Agent uses the userdirs.
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236 | Reference: Connector-specific configuration information TABLE 51.
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eCopy ShareScan® Installation and Setup Guide | 237 Preconfiguring Scan to eCopy Desktop Notes: If you are migrating from an earlier version of eCopy ShareScan and have already configured an Inbox root directory, you can use the existing location and settings. You can also import profiles from earlier versions of the connector using the Import / Export tool in the Administration console. For more information see the Administration console Help.
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238 | Reference: Connector-specific configuration information Configuring Scan to eCopy Desktop After completing the pre-configuration steps, you can configure the connector. To configure Scan to eCopy Desktop Connector properties: 1 2 3 4 5 6 In the console tree, click Scan to Desktop > Properties. Select the Display tab and then specify the settings (see Table 14). Select the Configure tab. Select Scan Inbox/Home Folder Settings and then click Properties.
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eCopy ShareScan® Installation and Setup Guide | 239 TABLE 52. Scan to eCopy Desktop Properties: Environment settings Section Field/Button Description Service Account User Name Password The authentication information for the administrative user account created by your network administrator. If you select Windows Active Directory as the environment type, you must also specify a domain. If you select Novell eDirectory as the environment type, you must also specify a tree.
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240 | Reference: Connector-specific configuration information TABLE 53. Scan to eCopy Desktop Properties: General settings Section Field/Button Description Inbox Settings Inbox Type Scan Inboxes: Scans documents to scan inboxes. Home Directories: Scans documents to a network home directory. This option is not available if you select Local Computer (Workgroup) as the environment type. Recipient Type Multiple: Enables users at the device to select multiple recipients for scanned documents.
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eCopy ShareScan® Installation and Setup Guide | 241 Destination settings Scan to eCopy Desktop enables you to scan to the following destination types: ■ Windows Folder ■ Novell Folder ■ FTP Folder For each type of folder you must supply the folder location and authentication settings. TABLE 54. Scan to eCopy Desktop: Destination settings Section Field Description Folder Location (For an FTP folder you must enter and test the authentication information before you select a folder location.
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242 | Reference: Connector-specific configuration information TABLE 54. Scan to eCopy Desktop: Destination settings (continued) Section Field Description Authentication Authenticate User ■ Advanced Enables you to configure the Advanced Account Settings. The options are: None: Sends scanned documents to a local destination without requiring user authentication. The service account requires write access to the destination.
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eCopy ShareScan® Installation and Setup Guide | 243 Advanced account settings are used in the configuration of scan inboxes and destinations for Windows Active Directory and Novell eDirectory. TABLE 55. Scan to eCopy Desktop: Advanced Account settings Environment type Field name Description Windows Active Directory Global Catalog Server settings Locate server at runtime: Enables the user to select a server at the device.
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244 | Reference: Connector-specific configuration information TABLE 55. Scan to eCopy Desktop: Advanced Account settings (continued) Environment type Field name Description Novell eDirectory Novell eDirectory Server settings Locate server at runtime: Enables the user to select a server at the device. Always use the following server: The name of the Novell eDirectory Server to be used at the device. LDAP Port The port that you want the server to use. Default is 389.
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eCopy ShareScan® Installation and Setup Guide | 245 To configure Scan to eCopy Desktop Connector services: In the console tree, select Scan to Desktop > Services. 2 Configure the connector services (see page 169). 3 Click Save, select the profile name, and then click Save. 1 About the Inbox Agent The eCopy Inbox Agent is a Windows service that is installed with the Services Manager. It uses the userdirs.
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246 | Reference: Connector-specific configuration information If you do not enable the Inbox Agent, each eCopy Desktop user must manually configure the path to the scan inbox. For information about configuring eCopy Desktop, see the eCopy Desktop documentation or Help.
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eCopy ShareScan® Installation and Setup Guide | 247 Scan to Printer The eCopy Scan to Printer Connector enables users at an eCopy-enabled device to scan and print documents to a network printer, regardless of its physical location. Users can select various printing and page layout options. To configure eCopy Scan to Printer Connector properties: In the console tree, select Scan to Printer > Properties. 2 Select the Display tab and then specify the settings (see Table 14).
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248 | Reference: Connector-specific configuration information To configure eCopy Scan to Printer Connector services: In the console tree, select Scan to Printer > Services. 2 Configure the connector services (see page 165). 3 Click Save, select the profile name, and then click Save.
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eCopy ShareScan® Installation and Setup Guide | 249 Reference: Managing eCopyenabled devices Managing eCopy-enabled devices involves various tasks, such as specifying the default device. For information about adding devices running ShareScan Embedded software, see the “Adding a device with an embedded Client” section in the installation guide provided with the embedded products. In this chapter ■ Specifying a default device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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250 | Reference: Managing eCopy-enabled devices Specifying a default device You can specify a default device from which new devices inherit their initial configuration of connector profiles. For example, if the default device is configured to use the Exchange and Scan to Printer connectors, new devices are automatically configured to use the same connectors. Note: Devices can only inherit connector profiles from a default device from the same manufacturer.
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eCopy ShareScan® Installation and Setup Guide | 251 Specifying default scanner settings You can specify default scanner settings for eCopy-enabled devices. (For information about attaching default scanner settings to a connector profile, see page 170.) To specify default scanner settings for a device: In the console tree, select Devices > > Properties. 2 Select the Scanner tab. The information on the Preferences pane depends on the device you are using.
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252 | Reference: Managing eCopy-enabled devices Specifying advanced settings When you configure a Ricoh Embedded device, you can specify the type of panel that the Client must use. This is useful because, with many different devices and panels available, it can be difficult for the Client to detect the correct type of panel. When you select the panel color, the Client can send correct information to the Services Manager about how to process the scanned documents and return them to the Client.
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eCopy ShareScan® Installation and Setup Guide | 253 Configuring Activity Tracking The Activity Tracking function writes detailed information about each job to a log file. Alternatively, you can use the eCopy Cost Recovery Service to integrate the selected device with an Equitrac or Copitrak terminal. For more information, see the eCopy Cost Recovery Service Administrator’s Guide.
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254 | Reference: Managing eCopy-enabled devices Configuring the Activity Logging function When the Activity Logging function is enabled for a device, the Services Manager generates a log file.
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eCopy ShareScan® Installation and Setup Guide | 255 TABLE 57. Devices: Activity Logging tab Section Field/Button Description Activity Log Location 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 Enables you to create secured access to the log file.
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256 | Reference: Managing eCopy-enabled devices TABLE 58. Activity Logging: Basic and Extended Fields Field Description Date The date the document was scanned. Time The time the document was scanned. Connector label The connector label specified on the Display tab. Number of pages in document The number of pages in the scanned document. Connector-specific fields Connector-specific fields.
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eCopy ShareScan® Installation and Setup Guide | 257 Configuring the Additional Fields function The Additional Fields function enables you to obtain more tracking information, such as an account number or patient ID, from users at the device. The system prompts users to enter the information before the document is scanned. The system adds the information to each entry in the log file, immediately before the machine name.
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258 | Reference: Managing eCopy-enabled devices Configuring the Document Tracking function The Document Tracking function enables you to save a copy of every scanned document, as a PDF file, in a secure network location that is in the same domain as the Services Manager PC. This function also adds the name of the PDF file to the Activity Tracking log. The Document Tracking function works only when Activity Tracking is enabled for the device.
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eCopy ShareScan® Installation and Setup Guide | 259 TABLE 59. Devices: Document Tracking folder settings Section Field Description Folder Location Location field The full path and file name for the folder. The location must be in the current Windows domain or in a trusted Windows domain. Credentials to access the folder location User Name The user name, password, and domain that are required to access the folder. The user must have access rights to the specified location.
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260 | Reference: Managing eCopy-enabled devices Configuring the ID Services function ID Services are available on compatible MFP devices that use identification devices such as card readers or proximity cards. ID Services allow user authentication credentials from the identification device to be encrypted and passed to ShareScan. This preserves security and streamlines the logon process by allowing the user to avoid entering authentication credentials at the device.
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eCopy ShareScan® Installation and Setup Guide | 261 6 Verify that Session Logon is configured correctly: ■ In the console tree, select System Information > Properties. ■ ■ Select the Session Logon tab. Depending on the requirements of your identification device, enable or disable the Enable Session Logon option. TABLE 60. Devices: ID Service Settings Section Field Name Description ID Services Enable Enables all functions on the ID Services tab.
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262 | Reference: 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 eCopy ScanStation™ devices and to devices running eCopy ShareScan Embedded software 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 cannot be the same as any of the target devices.
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eCopy ShareScan® Installation and Setup Guide | 263 Summary of the publishing process Before publishing the profiles, the Publish function performs the following steps: ■ ■ ■ Makes a copy of all the required files in the Base location specified in the Publish Connector Profiles window. Creates a folder named “eCopyPublishingInfo” under the Base location folder.
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264 | Reference: Managing eCopy-enabled devices To create a new group of profiles: 1 In the console tree, right-click Devices and then select Publish connector profiles. The Publish Connector Profiles window opens. 2 In the Base location field, specify where you want to save the publishing information.
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eCopy ShareScan® Installation and Setup Guide | 265 3 Click New. The Create Profile window opens. 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.
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266 | Reference: Managing eCopy-enabled devices 6 Select the connector profiles that you want to publish and then click OK. The Create Profile window opens. 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 Publish Connector Profiles window lists the new profile.
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eCopy ShareScan® Installation and Setup Guide | 267 3 If the device that you want to add is not on the list, click Add Devices. The Select Devices window opens. Go to step 4. If the device that you want to add is on the list, select its check box and then click Done. 4 In the Select Devices window, select the device type, ScanStation or Embedded. If you select ScanStation, the list of available devices includes the available ScanStations.
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268 | Reference: Managing eCopy-enabled devices 5 In the list of available devices, select the target devices: ■ ScanStation devices: Select each ScanStation that you want to publish the profile to and then click Add. The devices are listed in the Target area. ■ For Embedded devices: Select the Services Manager name to view the devices that it supports. Select the check box next to the name to select all its devices, or select the check box next to each device that you want to publish the profile to.
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eCopy ShareScan® Installation and Setup Guide | 269 To save profiles and publishing information: 1 In the console tree, right-click Devices and then click Publish connector profiles. The Publish Connector Profiles window opens. Leave the specified Base location or select a new one. 3 Click Save. All current profiles and publishing information are saved in the eCopyPublishingInfo folder under the Base location folder.
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270 | Reference: Managing eCopy-enabled devices To edit a group: 1 In the console tree, right-click Devices and then click Publish connector profiles. The Publish Connector Profiles window opens. Select the group of profiles that you want to modify. 3 Click Edit. The Modify Device Profile window opens. 2 Add or remove connector profiles. 5 Click Arrange. The Arrange Profiles window opens.
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eCopy ShareScan® Installation and Setup Guide | 271 To create a copy of a group: Sometimes it is easier to copy and edit an existing group of connector profiles than to create a new group from scratch. 1 In the console tree, right-click Devices and then click Publish connector profiles. The Publish Connector Profiles window opens. Select the group of profiles that you want to copy. 3 Click Edit. The Modify Device Profile window opens.
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272 | Reference: Managing eCopy-enabled devices
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eCopy ShareScan® Installation and Setup Guide | 273 Reference: Managing the ScanStation Client The eCopy™ ScanStation™ Client runs on an MFP or scanner connected to a ScanStation. You manage and configure the Client from the Administration console. Developers can use the console to select a test file for use with the SDK simulator. Note: The Client for the ShareScan Embedded product is contained in a JAR file that you install on an MFP.
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274 | Reference: Managing the ScanStation Client Selecting a different TWAIN driver 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 that you select must be from the same manufacturer as the device. To select a different TWAIN driver: In the console tree, select Devices > > Manage. 2 Select the Status tab.
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eCopy ShareScan® Installation and Setup Guide | 275 Configuring the Client to use a TWAIN driver’s own interface Depending on the TWAIN driver you select for use on the ScanStation Client, you may be able to configure the Client to use the TWAIN driver's own interface. When you select this option, the Administration console interface changes; the Scanner tab for the device hides the scanner settings and the Use TWAIN user interface for settings option appears on the device’s Status tab.
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276 | Reference: Managing the ScanStation Client Starting and stopping the Client You can start the Client at the device or from the Administration console. If the Windows Task Manager is open when you start the Client, the Client will automatically close it. Note: On a ShareScan system running on Windows Vista, you cannot start the Client from the Administration console. To start the Client at the device: Select Start > Programs > eCopy Applications. 2 Select ScanStation Client.
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eCopy ShareScan® Installation and Setup Guide | 277 4 Select the ScanStation Logon tab. ■ Make sure that this tab contains logon credentials. The Client will not start if the credentials fields are blank. ■ 5 Select the Use preceding credentials to start/stop the ScanStation Client option. Select the Status tab. ■ Under Client Status, click Start. The Client opens on the touch screen. A button appears for each connector that you have configured for the device.
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278 | Reference: Managing the ScanStation Client Selecting the ScanStation keyboard You can configure the ScanStation Client to use a hard keyboard or an on-screen (soft) keyboard. There are several situations where you may want to enable the on-screen keyboard: ■ ■ ■ You are using the product on an old ScanStation (black box). You need to use a keyboard language other than English, French, Italian, German, or Spanish.
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eCopy ShareScan® Installation and Setup Guide | 279 Configuring logon settings You can configure the ScanStation to automatically start the Client and log on as a specified user whenever the ScanStation is started. If you do not do this, you must start the Client manually each time you start the ScanStation. When you are remotely connected to the Administration console, you may find it useful to restart the ScanStation. You can do this using the Reboot ScanStation button on the ScanStation Logon tab.
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280 | Reference: Managing the ScanStation Client Enabling logging You may need to enable Client logging when you are working with Technical Support to troubleshoot a problem. To enable logging: 1 In the console tree, select Devices > > Manage. The Device properties pane appears. Select the Settings tab. 3 Under Advanced, select Logging. 2 Note: 4 The Test file field enables developers working with the SDK to select a file that can be used with the simulator.
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eCopy ShareScan® Installation and Setup Guide | 281 Reference: Using eCopy Connectors After you configure connector profiles and activate them on a device, you use a profile by selecting its button on the Client screen. The “look and feel” of the Client depends on whether you are using a device with an embedded Client or a device connected to an eCopy ScanStation™. This section uses ScanStation screens to illustrate procedures; if you are not using a ScanStation, your screens will look different.
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282 | Reference: Using eCopy Connectors Using the on-screen keyboard The sequence of some procedures depends on whether you are using a hard keyboard or the onscreen keyboard for text input. Notes: ScanStation devices support a hard keyboard and the on-screen keyboard; for information about specifying the keyboard to be used on a ScanStation, see the “Configuring the keyboard” section” in the documentation provided with your ScanStation.
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eCopy ShareScan® Installation and Setup Guide | 283 Quick reference to using an eCopy Connector This section provides you with a general procedure for using an eCopy Connector to scan and send a document. For information about functions unique to each connector, refer to the connector-specific information in this guide. This general procedure includes information about performing functions that are common to many connectors, such as specifying document and scanner settings.
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284 | Reference: Using eCopy Connectors To use an eCopy Connector: Place your document in the feeder or on the glass. 2 Access the Client. On a MEAP-enabled Canon device with an embedded Client, press the black arrow on the device’s touch panel to cycle through the embedded applications until the main Client screen appears. 1 On a ScanStation, the touch screen always displays the main Client screen. When Session Logon is enabled, the Logon screen is the first Client screen.
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eCopy ShareScan® Installation and Setup Guide | 285 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. Select your name from the list, enter your password and domain, and then press OK. The main Client screen appears.
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286 | Reference: Using eCopy Connectors 5 Press Scanner Settings to change any of the settings, such as the paper size, color depth, brightness, and resolution (see page 170) and then press OK. Note: 6 If you configured the ScanStation Client to use the TWAIN driver’s own interface, the Page and Scanner tabs will not appear. You specify the settings through the TWAIN driver’s interface when it appears.
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eCopy ShareScan® Installation and Setup Guide | 287 7 If prompted, enter any pre-scan information that the connector requests. (You can configure some connectors to request information before they scan the document.) When the connector finishes scanning the document, it displays the last page of the scanned document on the scan preview screen. Review the scanned documents.
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288 | Reference: Using eCopy Connectors 10 Press Document Settings to review the settings, such as the file format (see page 166). The settings are grouped on two tabs, Services and More. The More tab appears only if you enable the Batching or Blank Page Removal settings. Change any user-modifiable settings and then press OK. 12 When you have scanned all the pages in the document and are satisfied with the settings, press the delivery button (Send or Next, depending on the Client).
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eCopy ShareScan® Installation and Setup Guide | 289 14 If the Send screen appears, select or enter the recipients of the scanned document and, optionally, specify subject line and notes information. (The fields depend on the connector [see Table 62].) Note: If the profile is configured to use the Express or Send to self features, the Send screen will not appear.
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290 | Reference: Using eCopy Connectors If the Search while typing option is enabled and the profile is configured to search the Global Address List and the Outlook Contacts folder for recipient names, as well as to allow you to manually enter e-mail addresses, the connector displays the first address in the address list or Contacts folder that matches the characters that you type. For example, assume that you want to enter client1@address.com in the To field.
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eCopy ShareScan® Installation and Setup Guide | 291 16 Select one of the post-scanning options (see Table 63): TABLE 62. Client: Send screen settings Field/Option Applicable connectors Description From E-mail, Fax via Lotus Notes, and RightFax If this field is blank, enter your e-mail address in the field. To E-mail The primary recipients.
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292 | Reference: Using eCopy Connectors TABLE 62. Client: Send screen settings (continued) Field/Option Applicable connectors Description Message Options Exchange (e-mail) Message settings that are also available through Microsoft Outlook and OWA (Outlook Web Access): Importance, Sensitivity, Delivery Receipt, Read Receipt. The availability of each setting depends on the configuration of the connector profile.
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eCopy ShareScan® Installation and Setup Guide | 293 TABLE 63. Client: 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 Session Logon is not enabled. New Document Displays the scan preview screen so that you can scan a new document using the current settings.
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294 | Reference: Using eCopy Connectors Copy Copy is available for some devices running ShareScan Embedded software. If you try to activate a Copy profile on an unsupported device, the system will display an error message. Before using a connector, review the quick reference section (see page 283). That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings.
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eCopy ShareScan® Installation and Setup Guide | 295 eCopy Connector for Microsoft Exchange Before using a connector, review the quick reference section (see page 283). 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 2 3 4 5 6 7 8 Place your document in the feeder or on the glass and then access the Client. If prompted, enter your logon information.
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296 | Reference: Using eCopy Connectors If prompted, enter your user name and password. 10 If the Send screen appears, select or enter the recipients of the scanned document, and, optionally, specify subject line and notes information (see Table 62). 9 If the Options button appears at the bottom of the screen, you can configure one or more of the following message options: Importance, Sensitivity, Delivery Receipt, Read Receipt. 12 Press the delivery button (Send or Next, depending on the Client).
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eCopy ShareScan® Installation and Setup Guide | 297 eCopy Connector for Fax via Microsoft Exchange Before using a connector, review the quick reference section (see page 283). 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 2 3 4 5 6 7 8 Place your document in the feeder or on the glass and then access the Client.
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298 | Reference: Using eCopy Connectors 9 If the Send screen appears, specify the settings (see Table 62). ■ If the recipient is in your local address book or Outlook contacts, you can search by fax number, first name, or last name, depending on how your connector is configured. When you select a name in the, Search field the fax number appears in the Fax Number field. ■ 10 If the recipient is not in your address book or Outlook contacts, enter the fax number in the Fax Number field.
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eCopy ShareScan® Installation and Setup Guide | 299 eCopy Connector for Lotus Notes Mail Before using a connector, review the quick reference section (see page 283). 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 2 3 4 5 6 7 8 Place your document in the feeder or on the glass and then access the Client. If prompted, enter your logon information.
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300 | Reference: Using eCopy Connectors If prompted, enter your user name and password. 10 If the Send screen appears, specify the settings (see Table 62). 11 Press the delivery button (Send or Next, depending on the Client). 12 Select one of the post-scanning options (see Table 63).
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eCopy ShareScan® Installation and Setup Guide | 301 eCopy Connector for Fax via Lotus Notes Before using a connector, review the quick reference section (see page 283). 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 2 3 4 5 6 7 8 9 Place your document in the feeder or on the glass and then access the Client. If prompted, enter your logon information.
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302 | Reference: Using eCopy Connectors Press the delivery button (Send or Next, depending on the Client). 11 Select one of the post-scanning options (see Table 63).
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eCopy ShareScan® Installation and Setup Guide | 303 eCopy Connector for SMTP using LDAP Before using a connector, review the quick reference section (see page 283). 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 2 3 4 5 6 7 8 Place your document in the feeder or on the glass and then access the Client. If prompted, enter your logon information.
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304 | Reference: Using eCopy Connectors If prompted, enter your user name and password. 10 If the Send screen appears, select or enter the recipients of the scanned documents, and, optionally, specify subject line and notes information (see Table 62). 11 Press the delivery button (Send or Next, depending on the Client). 12 Select one of the post-scanning options (see Table 63).
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eCopy ShareScan® Installation and Setup Guide | 305 eCopy Connector for Fax via SMTP Before using a connector, review the quick reference section (see page 283). 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 2 3 4 5 6 7 8 Place your document in the feeder or on the glass and then access the Client. If prompted, enter your logon information.
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306 | Reference: Using eCopy Connectors 9 If the Send screen appears, specify the settings (see Table 62). ■ If the recipient is in your local address book, you can search by fax number, first name, or last name, depending on how your connector is configured. When you select a name in the, Search field the fax number appears in the Fax Number field. ■ 10 If the recipient is not in your address book, enter the fax number in the Fax Number field.
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eCopy ShareScan® Installation and Setup Guide | 307 eCopy Connector for Captaris™ RightFax™ Before using a connector, review the quick reference section (see page 283). 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 2 3 4 5 6 7 8 Place your document in the feeder or on the glass and then access the Client. If prompted, enter your logon information.
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308 | Reference: Using eCopy Connectors 9 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.
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eCopy ShareScan® Installation and Setup Guide | 309 eCopy Connector for Fax via Print Before using a connector, review the quick reference section (see page 283). 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 Print: 1 2 3 4 5 6 7 8 9 10 11 Place your document in the feeder or on the glass and then access the Client. If prompted, enter your logon information.
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310 | Reference: Using eCopy Connectors Quick Connect Before using a connector, review the quick reference section (see page 283). 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 2 3 4 5 6 7 8 Place your document in the feeder or on the glass and then access the Client. If prompted, enter your logon information.
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eCopy ShareScan® Installation and Setup Guide | 311 9 If the Folder Navigation screen appears, select the target subfolder in the destination folder. Path field Continue to select subfolders in the list until the complete path appears in the path field and then press Next. 11 If the File Name screen appears, specify the information in the fields and then press Next.
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312 | Reference: Using eCopy Connectors 12 If the Index File screen appears, specify the information in the index fields.
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eCopy ShareScan® Installation and Setup Guide | 313 Press the delivery button (Send or Next, depending on the Client). 14 Select one of the post-scanning options (see Table 63).
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314 | Reference: Using eCopy Connectors Scan to eCopy Desktop Before using a connector, review the quick reference section (see page 283). 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 2 3 4 5 6 Place your document in the feeder or on the glass and then access the Client. If prompted, enter your logon information.
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eCopy ShareScan® Installation and Setup Guide | 315 7 If prompted, enter your Scan to eCopy Desktop logon information. If the profile is configured to allow a single recipient, the scanned document is sent directly to your scan inbox. 8 If the profile is configured to allow multiple recipients, the Specify Recipients screen appears. Enter the first characters of the name of a registered user. When the complete name appears, press ENTER.
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316 | Reference: Using eCopy Connectors 9 If the profile is configured to allow you to send the document to a storage folder, the Folder Navigation screen appears. Select the storage destination for the scanned document. Press the delivery button (Send or Next, depending on the client). 11 Select one of the post-scanning options (see Table 63).
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eCopy ShareScan® Installation and Setup Guide | 317 Scan to Printer Before using a connector, review the quick reference section (see page 283). 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 2 3 4 5 6 7 Place your document in the feeder or on the glass and then access the Client. If prompted, enter your logon information.
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318 | Reference: Using eCopy Connectors 8 Select a printer and then specify the settings (see Table 65). The available options depend on the selected printer. When you are ready to send the document, press the delivery button (Print). 10 Select one of the post-scanning options (see Table 63).
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eCopy ShareScan® Installation and Setup Guide | 319 TABLE 65. Scan to Printer: Printing and page layout options Option Description Collate Prints the copies in the proper binding order. Applies only when printing multiple copies of a multi-page original. Duplex Specifies whether to print single-sided or double-sided copies. Paper Tray Available paper trays. Resolution Available output resolutions.
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320 | Reference: Using eCopy Connectors
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eCopy ShareScan® Installation and Setup Guide | 321 Reference: Installation environment eCopy™ ShareScan® is a client/server-based application. It is designed to work with the Canon® Multifunctional Embedded Application Platform (MEAP™)Ricoh SDK/J architecture. ShareScan can support from 1 to 25 MEAP-enabled imageRUNNER SDK/J-enabled digital copiers per PC, depending on the capacity of the PC and the expected type of scanning workload.
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322 | Reference: Installation environment Network environment ShareScan uses TCP ports for communication between the Client and the server application on the PC running the Services Manager. Several ports must be available (not blocked) in order to enable this communication (see page 327). Internal network traffic between the client and server is minimal. You can use multicast UDP to automatically discover and connect to other Services Managers for remote administration.
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eCopy ShareScan® Installation and Setup Guide | 323 Hardware configuration guidelines To help you gauge hardware requirements, there are three typical usage scenarios and the hardware requirements for each scenario (see Table 66). TABLE 66. Hardware configuration guidelines 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.
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324 | Reference: Installation environment Services Manager PC worksheet Each site requires at least one network PC to run the Services Manager; each Services Manager can support multiple eCopy-enabled devices. You should not install the 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. TABLE 67.
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eCopy ShareScan® Installation and Setup Guide | 325 TABLE 67. Services Manager PC worksheet (continued) Item Notes Services Manager PC Example DNS server address Required only if you are using DNS (see page 330). 192.168.1.113 Domain or workgroup Runs in either environment. domain Domain name Enter a name, if applicable. ecopy Network login name and password Name used during normal operation (must be a local administrator). Have password available during installation.
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326 | Reference: Installation environment Device worksheet Copy and complete the worksheet below for each eCopy-enabled device that you plan to use with ShareScan. For information about obtaining or modifying the current MEAP-enabled device settings, see page 333. TABLE 68. Device worksheet Notes Device Example Model eCopy-enabled device. iR 5020 Aficio2060 Location Physical location of the device.
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eCopy ShareScan® Installation and Setup Guide | 327 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. 9100 is the main port used for communication between the Services Manager and an eCopyenabled device. You can change the port number through the Administration console.
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328 | Reference: Installation environment TABLE 69. Firewall and switch worksheet Item Description Manufacturer Firewall or other device Example Cisco Model Location 2-C22 9030, 9100 Must be open for communication between the Services Manager and eCopy-enabled devices. You can open the required ports between specific devices. Open 8899, 9988 on multicast IP address Optional, for encrypted UDP communication between the Services Manager and eCopy-enabled devices.
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eCopy ShareScan® Installation and Setup Guide | 329 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. Depending on the topology of the network, degradation in performance can occur when devices span multiple domains.
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330 | Reference: Installation environment DNS considerations 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.
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eCopy ShareScan® Installation and Setup Guide | 331 Novell support On Novell networks, ShareScan 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 Services Manager, some 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).
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332 | Reference: Installation environment Although Windows includes the Microsoft Client for NetWare Networks, eCopy has not tested ShareScan with this client software and cannot recommend it. You should install the same NetWare client you are using on the rest of your networked PCs. eCopy strongly recommends that you install the latest 32-bit Novell client.
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eCopy ShareScan® Installation and Setup Guide | 333 Device setup for MEAP-enabled devices These instructions describe how to obtain or configure the network settings on a MEAP-enabled device. To configure network settings on a MEAP-enabled device. On the device keypad, press Additional Functions. 2 Press System Settings. 3 Press Network Settings. The Network Settings window appears. 1 4 Press TCP/IP Settings. The TCP/IP Settings window appears. 5 Press IP Address Settings.
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334 | Reference: Installation environment 8 Verify the following settings and then press OK. ■ Primary Server (DNS): Not required in a domain-based network environment. However, if you do not specify a DNS server, the Services Manager PC must have a static IP address. In a workgroup environment, this field must be blank. ■ Secondary Server (DNS): Leave this field blank. ■ Host Name: Enter a unique name for the device, up to 60 characters. ■ Domain Name: Enter a domain name, if applicable.
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Index A access to Activity Log file 255 to addresses in Contacts folder 185 to devices 121, 132, 268 to Document Tracking folder 259 to FTP folders 105 to FTP sites to Global Catalog Server to Help and Technical Support 2 to LDAP server 198 to network shared folders 97 to Quick Connect destinations 217 to remote devices 329 to RightFax server 209 to Session Logon directories 127 to ShareScan Client 284 Access databases 225 mapping index values to 227 path to 231 account forests (Exchange) 178 activating co
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2 | Index Cc recipients of scanned documents 152, 184, 191, 204 Cc sender 219 Chai folders (HP Driver for ScanStation) 19 child domains 329 class, LDAP 203 Client for Microsoft Networks 324 Client (embedded) 9 accessing 284 installing 34 look and feel of 281 managing 273 Client (ScanStation) 9, 118 accessing 284 exiting from 276 installing 34 logging, enabling 280 look and feel of 281 managing 273 starting and stopping 85 troubleshooting 280 collating pages 319 Color Compression setting 124 Color Depth se
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|3 delegation (RightFax) 209 deleting product keys 131 registered users 236 temporary image files 124 destination folders (Quick Connect) 217 destination list (Quick Connect) 220 Destination Path field type 156 destination types (Quick Connect) 217 detecting embedded devices 132 Device Name field type 157 device worksheet, for eCopy-enabled devices 326 directory services for Session Logon 127 disabling list of recipients (LDAP/SMTP) 204 Display settings 149 distinguished name 201 DNS server 330 Document Se
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4 | Index via SMTP Connector, RightFax Connector fax drivers 213 eCopy Connector for Fax via Print. See Fax via Print Connector.
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|5 ShareScan 34 SQL Express 161 TWAIN driver 18, 26, 27, 29, 31, 32, 33 TWAIN or ISIS driver 28 Internet Address Book 35, 164, 325 ISIS driver installing 28 J JAR files embedded Client contained in 273 installing 12, 14, 16, 19 JDK, Sun Microsystems 29 K keyboard Fax via Print and 213 on-screen, configuring 125 on-screen, using 282 ScanStation Client, selecting a 278 Search while typing option and 155 See also Services Manager Konica Minolta MFPs configuring 100 sending to scan destination from 102 using
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6 | Index Multicast UDP.
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|7 Q Quick Connect 215 configuring 216 destination types 217 scanning destinations 217 using 310 quick reference to using connectors 283 quitting ScanStation Client 276 R recipients of scanned documents disabling list of (LDAP/SMTP) 204 selecting 289 recovering product keys 134 reduced-size originals, printing on same page 319 refreshing list of connectors 142 registered users, list of 236 remembering recently used values 156 remote administration 139, 329 access to Services Manager 329 See also Services
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8 | Index search settings for Session Logon 127 for SMTP using LDAP 199, 202 Search while typing option 127, 155, 181, 199, 202, 289 searchable text engine properties 124, 167 Secure Delete option 124 security for network home directories 234 for ScanStations 278 for Services Managers 121, 132, 268 for ShareScan Inboxes 233 of Toshiba MFPs 110 See also encryption properties, Scan to eCopy Desktop Connector Send to eCopy 95 configuring 115 network shared folders and 97 setting up MFPs to use with Send to e
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|9 configuring 150 specifying 289 support, technical 3 system properties configuring 123 See also Services Manager system tracing configuring 128 See also Services Manager T target devices, adding. See publishing connector profiles target subfolders, selecting 311 TCP ports.