Version 2.
RightFax MFP Module 2.5 Guide for the Sharp Extension Edition Information in this document applies to version 2.5 of the RightFax MFP Module Guide for the Sharp Extension. Trademarks Captaris and RightFax are trademarks of Captaris, Inc. All other company names, brand names, and product names are the property and/or trademarks of their respective companies. Copyright Notice ©2006 Captaris, Inc. All rights reserved. Captaris 10885 NE 4th Street Suite 400 Bellevue, WA 98004 (425) 455-6000 http://www.
END USER LICENSE AGREEMENT for External Document Connector Modules IMPORTANT–READ CAREFULLY: This End User License Agreement (“EULA”) is a legal agreement between you (either an individual or a single entity) and Captaris, Inc. (“Captaris”) for the Captaris External Document Connector software module(s) for which you have paid the applicable license fees and received activation codes from Captaris.
RightFax MFP Module 2.5 Guide for the Sharp Extension d. reverse engineer, decompile, disassemble or attempt to discover the source code for or any trade secrets related to the Product, except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation; e. adapt, modify, alter, translate or create any derivative works of the Product; f. use the Product with more than one RightFax server; g.
OTHERWISE UNDER OR IN CONNECTION WITH THIS EULA OR THE PRODUCT, WHETHER BASED ON CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY OR OTHER THEORY EVEN IF CAPTARIS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Transfer Limitation of Liability Unless expressly prohibited by local law, this EULA is governed by the laws of the State of Washington, U.S.A. without regard to any conflict of law principles to the contrary. The 1980 U.N.
RightFax MFP Module 2.
Contents Chapter 1 Installing the RightFax MFP Module ................................ 9 Overview of the RightFax MFP Module .......................................9 RightFax Server Support and Requirements ........................... 10 Sharp MFP Support and Requirements ................................... 10 Install the RightFax MFP Module................................................ 10 Chapter 2 Configuring the Repository Folder and RightFax Interface on the Sharp MFPs..................
RightFax MFP Module 2.
Chapter 1 Installing the RightFax MFP Module Overview of the RightFax MFP Module The Sharp Extension for the RightFax MFP Module lets you link one or more of several supported Sharp Multi-Function Products (MFPs) via your network to the RightFax server. This lets users scan documents on the Sharp MFP and transmit them as fax or e-mail messages through the RightFax server.
RightFax MFP Module 2.5 Guide for the Sharp Extension RightFax Server Support and Requirements All RightFax servers that will be used for sending faxes from Sharp devices must be version 9.0 or higher. Microsoft Internet Explorer version 6 is required on all RightFax servers. The repository folder where outbound faxes originating from the Sharp device will be placed must be configured as an FTP site on an IIS server on your network.
other RightFax MFP Module 2.5 products, reinstallation is not necessary. Instead, you only need to contact Captaris Support to activate the Connector. If you are running a new install, you should proceed with the installation instructions in the next section. However, if you are upgrading from version 2.0 to version 2.5, running the installation program may cause all jobs that are currently in the queue to be lost. Follow these steps for all installed EDC modules when upgrading from 2.0 to 2.
RightFax MFP Module 2.5 Guide for the Sharp Extension 3. Click Next on the opening screen. This opens the RightFax MFP Module license agreement. You must select the option to accept the license agreement in order to continue the installation. Click Next. 4. Click Install to begin the installation. If, during the installation, you see a brief warning message indicating that the MFP Module registry key(s) were not found, the installation will automatically create the required registry keys.
If you want to use the default RightFax user ID “WALKUP,” you must create this user ID in RightFax using Enterprise Fax Manager. Alternatively, you can set the Default User Name field to the name of an existing RightFax user ID. Regardless of the user ID you specify, the user ID should be configured in RightFax with the sending options that you want for all faxes originating from Sharp MFPs. For information about creating and configuring RightFax user IDs, refer to the RightFax Administrator’s Guide. 16.
RightFax MFP Module 2.
Chapter 2 Configuring the Repository Folder and RightFax Interface on the Sharp MFPs Sharp MFPs must be configured in two ways before they will be able to communicate with the RightFax server using the RightFax MFP Module. You must configure the repository folder where the Sharp device will store outbound documents intended for the RightFax server, and you must create an interface on the Sharp device that will allow users to input transmission data (such as the destination fax number).
RightFax MFP Module 2.5 Guide for the Sharp Extension To create the Sharp repository folder To configure the repository folder on the Sharp device 1. On the IIS server, create a new folder called Sharp under \Inetpub\ftproot. 1. Open a Web browser and navigate to the IP address of the Sharp device. This opens a page containing Sharp configuration options. 2. Select Start > Programs > Administrative Tools > IIS Manager. This runs the IIS Manager application. 3.
7. In the Password field, type a password for the specified FTP user if applicable. 8. In the Directory field, type \Sharp (this is the repository folder you created under the \Inetpub\ftproot folder on the IIS server). 3. Click Metadata Setup under the Fax Server Setup heading, and then click Add under New Metadata Set. This opens the Metadata Set Control screen. Figure 2.2 The Metadata Set Control screen for the Sharp device 9. Set Default File Format to TIFF G4. 10.
RightFax MFP Module 2.5 Guide for the Sharp Extension 6. To add a prompt (a data entry field), you must enter a specific RightFax keyword in the Metadata Field and the actual text that will be displayed on the Sharp device in the Display Name field. The following table lists all of the prompts that you can add to the form. The Metadata Field text must match the RightFax keyword exactly, however, you can enter any text you like in the Display Name field.
RightFax phonebook groups are stored for each individual RightFax user ID and can be viewed using the FaxUtil client. To view a list of phonebook entries for a user, run FaxUtil as that user and select Tools > Phonebook. This opens the Phonebook dialog box and a list of phonebook groups appears in the top list pane. If the phonebook group does not exist for the RightFax user being used as the fax owner, the document will not transmit.
RightFax MFP Module 2.5 Guide for the Sharp Extension 7. Click the Destination tab. Figure 2.3 Setting Certified Delivery as the default send method 8. Select the option Certified Delivery. Tip Selecting the Force Send Type option on this dialog box will prevent other types of document transmission from functioning. If you select Certified Delivery or SecureDocs and this option is checked, documents sent to fax numbers will fail. 9. Save the changes and exit.
Chapter 3 Advanced Configuration Settings in the Sharp DataFlow The RightFax MFP Module includes a software component called the External Document Connector which is designed to act as a communication link between RightFax servers and several supported types of document-based hardware and software systems. All of the configuration settings for the RightFax MFP Module Sharp Extension described in this chapter are made in the External Document Connector.
RightFax MFP Module 2.5 Guide for the Sharp Extension Follow these steps to configure the Sharp MFP Module: 1. On the RightFax server, select Start > All Programs > RightFax EDC Monitor to open the EDC Monitor application. 4. Select Sharp MFP in the list of modules and click Edit. This opens the Sharp Module Configuration dialog box. Figure 3.
In the Value field, type or browse to the path to the Sharp repository folder on the IIS computer on your network. You may specify either a UNC path or a folder name on a mapped or local drive. 7. Select DefaultRightFaxUserID and click Edit. This opens the Editing Macro DefaultRightFaxUserID dialog box. Figure 3.5 Entering the default RightFax user ID Click OK to return to the Sharp Module Configuration dialog box. 6. Select RightFaxServer and click Edit.
RightFax MFP Module 2.5 Guide for the Sharp Extension 8. Select DefaultToName and click Edit. This opens the Editing Macro DefaultToName dialog box. Figure 3.6 Entering the default destination recipient name In the Value field, enter a name that will be used as the name of the intended recipient on the fax cover sheet if no recipient name is specified by the sender. Click OK to return to the Sharp Module Configuration dialog box. 9. Select DefaultFromName and click Edit.
In the Value field, select Email a notification back to the sender if you want a transmission status message to be automatically e-mailed to the sender each time a document is sent. If you do not want a status message to be e-mailed to the sender, select Do not email the sender. Click OK to return to the Sharp Module Configuration dialog box. The remaining configuration options discussed in this section are required only if you selected the option to send notifications via e-mail. Figure 3.
RightFax MFP Module 2.5 Guide for the Sharp Extension Configuring the Sharp_MFP FlowPoints The Sharp_MFP DataFlow contains 18 numbered FlowPoints specific to the Sharp Extension. Additional “Begin” and “End” FlowPoints, generic to all DataFlows, are also included making a total of 20 FlowPoints. “Table 3a: Sharp Extension FlowPoints” describes all of the FlowPoints in the Sharp_MFP DataFlow. Table 3a Sharp Extension FlowPoints FlowPoint Name Description Begin Initializes the DataFlow.
Table 3a Sharp Extension FlowPoints (Continued) FlowPoint Name Description Generate_Results_Image Converts the HTML results page to a PNG image for use in notifications. No configuration necessary. Generate_PCL Send_To_Printer Converts the results page to PCL format for printing. Lets you configure printed page specifications. Sends the results page to a specified network folder, print queue, HTTP port, or FTP site. Lets you select and configure the destination.
RightFax MFP Module 2.5 Guide for the Sharp Extension To configure Port 9100 printing in the EDC 1. On the RightFax server, select Start > All Programs > RightFax EDC Monitor to open the EDC Monitor application. 2. Select Tools > Advanced EDC Configuration to open the Captaris EDC Configuration dialog box. 3. Click the DataFlows tab. 4. Select Sharp_MFP in the list of DataFlows and click Edit. This opens the Sharp_MFP DataFlow dialog box. 5. Select FlowPoint #10, Send_To_Printer, and click Edit.
6. Click Configure Processor. This opens the Email FlowPoint Settings dialog box. Figure 3.15 Configuring e-mail notification options Understanding Filters Many of the Sharp_MFP FlowPoints let you configure filter options. Filters define a subset of documents that will be processed by the FlowPoint. Documents that do not meet the filter criteria will be ignored by the FlowPoint and passed on to the next FlowPoint in the chain. Figure 3.16 Example of filter options on a FlowPoint configuration screen 7.
RightFax MFP Module 2.5 Guide for the Sharp Extension The keywords and data are not case-sensitive. To enter a string of keywords and data, type a semicolon between each keyword and value pair. The semicolon acts as a logical OR statement, so documents that meet any one of your keyword criteria will be filtered. To filter documents, the data values for the keyword must match the RightFax document data.
Appendix A Understanding the External Document Connector Overview of the External Document Connector The External Document Connector (EDC) is a module for the RightFax server that monitors the MFP repository folder for documents to process and transmit. The External Document Connector processes documents using a set of steps called a “DataFlow.” The DataFlow is comprised of several distinct processes called “FlowPoints.
RightFax MFP Module 2.5 Guide for the Sharp Extension required by the FlowPoints are listed, and the separate instances of each processor are listed in the bottom right pane. Current status information is displayed for all objects listed in the EDC Monitor. The following table defines each of the status columns in the right pane.
Adding and removing processors You can run a maximum of 16 of each type of processor. Processors can be run on the same computer that runs the External Document Connector (the RightFax server) or on remote computers to take advantage of the additional processor power. Note Although it is possible to install and configure more than 16 of each type of processor, only 16 of each will actually function at any given time. To add new instances of a processor 1.
RightFax MFP Module 2.5 Guide for the Sharp Extension 1. Run the EDC Monitor and select Tools > Advanced EDC Configuration to open the Captaris EDC Configuration dialog box. 2. Click the System button. This opens the EDC System Settings dialog box. Figure 3.20 Specifying the remote paths that let you add processes to remote computers To remove processors 1. Run the EDC Monitor and select Tools > Services to open the Services dialog box. 2. Select the service name. 3. Click Stop Service. 4.
Index A add processors S I 33-34 installing the MFP Module C M configure FlowPoints 26-27 Sharp MPF module 21-25 MFP Module downloading 11 installing 10-13 overview 9 monitor services 32 D downloading the MFP Module 11 E EDC adding processors 33-34 EDC Monitor 31-34 monitoring services 32 removing services 34 EDC Monitor running 31 status fields overview 32 External Document Connector See EDC F FlowPoints, configuring 26-27 10-13 send to a phonebook group 18 Sharp MFP configuration 21-25 requir
RightFax MFP Module 2.
