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Sharp eCopy ShareScan OP Configuration Manual

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eCopy ShareScan
OP
®
Version 3.0

Configuration Guide

Part Number: 73-00006 (5/2005)

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Summary of Contents for Sharp eCopy ShareScan OP

  • Page 1: Configuration Guide

    eCopy ShareScan ® Version 3.0 Configuration Guide Part Number: 73-00006 (5/2005)
  • Page 2 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.

  • Page 3: Table Of Contents

    Table of Contents Introduction ......... . . 1 About the Administration Console .
  • Page 4 iv | Table of Contents Managing the ScanStation Client ......41 About managing the ScanStation client .
  • Page 5 Configuring the Exchange connector ..... 79 About configuring the Exchange connector ......... . .79 Configuring the Exchange connector .
  • Page 6 vi | Table of Contents Configuring MSDE for address book support ....125 About configuring MSDE for address book support ........125 Installing MSDE .

  • Page 7: Introduction

    ShareScan OP Configuration Guide | 1 Introduction About the Administration Console The eCopy ShareScan OP Administration Console is an MMC (Microsoft Management Console) snap-in that enables you to manage ShareScan OP Services Managers, connectors, and e-Copy- enabled devices. An eCopy-enabled device can be A multifunction device connected to an eCopy ScanStation.

  • Page 8: Working In The Console Window

    2 | Introduction Configure eCopy-enabled devices that will use the selected manager. For each device, you can ■ select the connectors that will be available on that device and the device’s properties. You can also configure activity tracking. Working in the console window For general help with MMC, see the Microsoft Management Console section in the Help Contents.

  • Page 9: Selecting A Sharescan Op Services Manager

    ShareScan OP Configuration Guide | 3 Selecting a ShareScan OP Services Manager The first time you start eCopy ShareScan OP Administration after installation you are prompted to select a Services Manager. The next time you start the program, you are automatically connected to the selected manager.
  • Page 10 4 | Introduction Note: To add a remote ShareScan OP Services Manager, you must be a domain administrator or have permission to access the remote manager (see “To provide users with remote access to a Services Manager:” on page 29). To add a manager after the initial configuration, right-click in the console tree and ShareScan OP...

  • Page 11: Configuring Ecopy Sharescan Op

    ShareScan OP Configuration Guide | 5 Configuring eCopy ShareScan OP About configuring ShareScan OP Configuring ShareScan OP involves Licensing devices (see “About licensing devices” on page 5). ■ Managing connectors (see “Managing connectors and services” on page 10). ■...

  • Page 12: Adding Product Keys

    6 | Configuring eCopy ShareScan OP The following list describes the available status options: Activated — The key has been assigned to a device and the license has been activated. ■ — The key has been assigned to a device but the license has not been activated ■...
  • Page 13 ShareScan OP Configuration Guide | 7 To enter a product key manually: In the console tree, click System Information > Licensing Click to make the edit field active, enter your product key in the field, <ENTER PRODUCT KEY> and then press the Enter key.

  • Page 14: Adding An Embedded Device

    8 | Configuring eCopy ShareScan OP Deleting product keys You should only delete a key if you are upgrading the license type, for example, if you are upgrading the key from Evaluation to Full Product. If you delete a key that has been activated, you may lose the use of that key.

  • Page 15: Activating Licenses

    ShareScan OP Configuration Guide | 9 If desired, click to transfer ownership to the current Services Manager. An will appear next to the device name in the original manager's device list. The original manager can re- acquire the device only by right-clicking the device name and then clicking Re-acquire device this is because the device no longer appears in the device list.

  • Page 16: Managing Connectors And Services

    10 | Configuring eCopy ShareScan OP Generating a license report The license report will help 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.

  • Page 17: Removing Add-On Connectors

    ShareScan OP Configuration Guide | 11 Removing add-on connectors You can remove an add-on connector from the Connectors node in the console tree only when the Remove icon appears next to the connector name, indicating that the connector has been uninstalled or is otherwise unavailable.
  • Page 18 12 | Configuring eCopy ShareScan OP Creating and saving connector profiles You must configure a connector's profile and validate the settings before you can select it for use with a device. To create a new profile: In the console tree, select the connector for which you want to create a profile. Specify the configuration settings for the profile.

  • Page 19: Activating Connectors

    ShareScan OP Configuration Guide | 13 Activating connectors To make connectors available at a device, you activate the connectors and then select the connector profiles. You can enable up to nine connectors on each device. To activate connectors: In the console tree, click Devices >...

  • Page 20: Managing Devices

    14 | Configuring eCopy ShareScan OP Managing devices Managing devices involves the following tasks: Specifying the default device (see “Specifying the default device” on page 14). ■ ■ Activating connectors on devices (see “Activating connectors” on page 13). Specifying default device settings (see “Specifying default device settings” on page 14). ■...
  • Page 21 ShareScan OP Configuration Guide | 15 Type — Select the default type. ■ Select for text-only documents. Maximizes text quality and minimizes file size. Select Text for photographs and other images with half-tones. This option maximizes image quality, Photo but increases file size.

  • Page 22: Configuring Activity Tracking For Devices

    16 | Configuring eCopy ShareScan OP Configuring activity tracking for devices eCopy ShareScan OP includes an activity tracking function that writes detailed information about each job to a log file. Alternatively, you can use the optional eCopy Cost Recovery service to integrate the selected device with an Equitrac or Copitrak terminal (see “Using the Cost Recovery Service”...
  • Page 23 ShareScan OP Configuration Guide | 17 Under Activity Log Overflow , specify the following information: > The maximum size for the log file. > Whether to create rolling filenames, where the existing log file is renamed “ShareScanOP.001”, “ShareScanOP.002”, etc. and a new log file is created.
  • Page 24 18 | Configuring eCopy ShareScan OP Defining a field You use the Field Editor to add or edit fields. Name — Enter an identifier for the field (15 characters maximum). — Select the data type (alphanumeric or numeric). Type Default —...

  • Page 25: Managing The System

    ShareScan OP Configuration Guide | 19 Managing the system Managing the system involves the following tasks: Starting and stopping the eCopy ShareScan OP Services Manager (see “Starting and stopping a ■ manager” on page 19). Backing up or sharing configuration files see “Backing up or sharing configuration files” on ■...
  • Page 26 20 | Configuring eCopy ShareScan OP To export files: Select your ShareScan OP Services Manager and click or right- Export or Import Profiles click your Services Manager and then click Export / Import Utility Click Export configuration Select the items and connectors to back up. The utility copies files from the \Data and \Images folders associated with each selected connector, including the System connector.
  • Page 27 ShareScan OP Configuration Guide | 21 To import files: Select your ShareScan OP Services Manager and click or right- Export or Import Profiles click your Services Manager and then click Export / Import Utility Click Import configuration Select the files and connectors to restore. If you are importing files that were exported by another Services Manager, system data is not imported.

  • Page 28: Configuring System Properties

    22 | Configuring eCopy ShareScan OP Configuring system properties You can specify system properties that apply to all devices connected to the selected manager: General properties (see “To specify general properties:” on page 22). ■ Advanced properties (see “To specify advanced properties:” on page 23). ■...
  • Page 29 ShareScan OP Configuration Guide | 23 To specify advanced properties: In the console tree, click and then click the tab. System Information > Properties Advanced Under Encryption properties , specify the password rules. When you specify the minimum password length, remember that the longer the password, the more difficult it is to break.
  • Page 30 24 | Configuring eCopy ShareScan OP Under Color Compression , which is available only on color devices, select High for the best text quality and the smallest file size or select for the best image quality. Medium To configure keyboard settings: In the console tree, click System Information >...
  • Page 31 ShareScan OP Configuration Guide | 25 Configuring system tracing You can write transaction information to a trace file to help with troubleshooting. You typically only do this when you are working with eCopy Technical Support. Enabling tracing will slow down overall system performance.

  • Page 32: Monitoring Activity On The Services Manager

    26 | Configuring eCopy ShareScan OP Monitoring activity on the Services Manager The Activity Monitor enables you to monitor activity on a ShareScan OP Services Manager. This is useful for finding bottlenecks as it shows all activity and timing information in real time. To access and manage the activity log: In the console tree, click .

  • Page 33: Reporting Scanning Activity

    ShareScan OP Configuration Guide | 27 Reporting scanning activity The Reporting function uses bar graphs to display the total number of pages scanned. The report can include all devices or a single device. To view a report of scanning activity: In the console tree, click System Information >...

  • Page 34: Remote Administration

    28 | Configuring eCopy ShareScan OP Remote administration When the ShareScan OP Services Manager, the Administration Console, and all available connectors are installed on a network computer (for example, in an IT department), you can perform the following tasks on eCopy-enabled devices on the network: Connect remotely to a single device and configure its system properties.
  • Page 35 ShareScan OP Configuration Guide | 29 To provide users with remote access to a Services Manager: In the console tree, click the manager and then click In the Domain list, select your domain controller. Select each user and then click...
  • Page 36 30 | Configuring eCopy ShareScan OP Publishing connector profiles You can publish connector profiles to one or more eCopy-enabled devices. You can publish to ScanStation devices and to devices with embedded clients at the same time. This function is available from any PC running version 3.0 or later of the ShareScan OP Administration Console. Publishing connector profiles involves the following tasks: Grouping a set of connector profiles (under a profile name) (see “To create a new profile:”...
  • Page 37 ShareScan OP Configuration Guide | 31 To create a new profile: Click Start > Programs > eCopy Applications > ShareScan OP Administration In the console tree, right-click and then click Devices Publish connector profiles In the field, specify where you want to save the publishing information.
  • Page 38 32 | Configuring eCopy ShareScan OP Click . The new profile is listed in the Publish Connector Profiles window. To add target devices: In the Publish Connector Profiles window, click Manage...
  • Page 39 ShareScan OP Configuration Guide | 33 Click Add Devices Select the device type. The list of selected devices displays ScanStation devices or ShareScan OP Services Managers, depending on the device type you select. If a device or manager does not appear in the list, specify the device or manager name or the IP address and then click In the list of available devices, select the desired target devices.
  • Page 40 34 | Configuring eCopy ShareScan OP When you have selected all the target devices, click Done To publish a profile: In the Manage window, select the check box next to the target devices. Select the desired profile for each target device. Click Publish Before publishing the profiles, the Administration Console...
  • Page 41 ShareScan OP Configuration Guide | 35 To save profiles and publishing information: In the Publish Connector Profiles window, leave the specified base location or select a new one. Click . All current profiles and publishing information are saved in the Save eCopyPublishingInfo folder under the base location folder.

  • Page 42: Configuring Bates Numbering

    36 | Configuring eCopy ShareScan OP Configuring Bates Numbering Bates Numbering is an add-on service that enables users to mark scanned images with sequential page numbers and standard text messages. It is available for use with all eCopy ShareScan OP connectors except for Copy.

  • Page 43: About Page Numbering

    ShareScan OP Configuration Guide | 37 About page numbering When you, or a user, create a Bates format, you specify the starting page number. By default, each document that is scanned using that format uses the same starting page number. However, users...
  • Page 44 38 | Configuring eCopy ShareScan OP To create a new format: Click and enter a name for the format. Then double-click the format name. Under , specify the following information: Endorsement > Prefix — Enter the text to display before the page number. >...

  • Page 45: Managing The Windows Driver (For Embedded Clients)

    ShareScan OP Configuration Guide | 39 Managing the Windows driver (for embedded clients) This section applies only to eCopy-enabled devices with embedded clients. It is intended for developers. The Windows Simulator included with the eCopy ShareScan OP SDK uses the ShareScan OP Windows driver to simulate scanning.

  • Page 47: Managing The Scanstation Client

    ShareScan OP Configuration Guide | 41 Managing the ScanStation Client About managing the ScanStation client You manage and configure the client from the eCopy ShareScan OP Administration Console. Management functions include the following tasks: Selecting a different TWAIN driver (see “Selecting a different TWAIN driver” on page 41).

  • Page 48: Starting The Client

    42 | Managing the ScanStation Client In the Select Source dialog box, select a different driver and then click Select Starting the client To start the client from the console: Click Start > Programs > eCopy Applications > ShareScan OP Administration In the console tree, click .

  • Page 49: Specifying An Exit Password

    ShareScan OP Configuration Guide | 43 Specifying an exit password By default, you can quit the client application on the ScanStation by pressing and then pressing (if the client is configured to use a hard keyboard) or by pressing...

  • Page 50: Configuring Scanstation Logon Settings

    44 | Managing the ScanStation Client Configuring ScanStation logon settings To configure ScanStation logon settings: In the console tree, click Devices > device_name > Manage Click the tab. ScanStation Logon Under , specify the desired options: Automatic Logon to Windows >...

  • Page 51: Configuring Advanced Settings (Scanstation)

    ShareScan OP Configuration Guide | 45 Configuring advanced settings (ScanStation) You may need to configure the advanced settings when you are working with Support to troubleshoot a problem. Developers of eCopy ShareScan OP connector applications may also want to use these settings. For information about developing connector applications, refer to the documentation provided with the eCopy ShareScan OP Connector SDK.

  • Page 53: Configuring General Settings For Connectors

    ShareScan OP Configuration Guide | 47 Configuring general settings for connectors About configuring general settings for connectors Each connector displays its own configuration settings in the eCopy ShareScan OP administration console. General configuration settings apply to all connectors. You configure these settings on the Display, Advanced, and Tracing tabs.
  • Page 54 48 | Configuring general settings for connectors To configure the Display settings: In the console tree, click a connector name and then click the tab. The following screen Display shows display settings for Scan to Desktop. In the field, click and then select a .gif or .jpg file (.gif files have the advantage of Image transparency).

  • Page 55: Configuring Advanced Settings

    ShareScan OP Configuration Guide | 49 Configuring Advanced settings You use the Advanced tab to specify default settings for connector-specific options, including encryption, searchable text, and image format, and to specify whether the user can change the settings at the eCopy-enabled device. The user-modifiable options are available when the user...
  • Page 56 50 | Configuring general settings for connectors Image TIF Fax Specifies the default image format for use with the selected Format profile. TIF Fax supports Group3 2D 1-bit. TIF supports Group4 2D 1-bit, GrayScale 8-bit, and Color 24-bit. eCopy If you select a TIF option, you must disable the Searchable Text and Encryption options;...

  • Page 57: Configuring The Tracing Settings

    ShareScan OP Configuration Guide | 51 Configuring the Tracing settings You can capture trace information in a log file to help troubleshoot connector issues. You typically do this only when working with eCopy Technical Support. Tracing will slow down overall system performance.

  • Page 58: Configuring Search Behavior

    52 | Configuring general settings for connectors Configuring Search behavior The Search while typing function enables ShareScan OP to automatically search for matching address list entries after each character the user enters. This is a useful feature when the user is searching a long list for an entry.

  • Page 59: Configuring Scan To Desktop

    ShareScan OP Configuration Guide | 53 Configuring Scan to Desktop About configuring Scan to Desktop Scan to Desktop provides an easy way for users to scan documents at an eCopy-enabled device and send the documents back to their own scan inbox or, depending on the configuration, to other users’...
  • Page 60 54 | Configuring Scan to Desktop Users can retrieve documents using the eCopy Desktop client application. The Scan Inbox ■ window displays any documents that are in the user’s scan inbox. (When the user opens a document in Desktop, it is automatically deleted from the scan inbox.)

  • Page 61: About Scan Inboxes

    ShareScan OP Configuration Guide | 55 About scan inboxes Scan inboxes are used for temporary storage of documents that are scanned and delivered using Scan to Desktop. A scan inbox can be a ShareScan inbox or a folder in a network home directory.

  • Page 62: Security For Sharescan Inboxes

    56 | Configuring Scan to Desktop Security for ShareScan inboxes Scan to Desktop assigns permissions to individual ShareScan inboxes to ensure the appropriate level of inbox privacy. It uses a group called “ShareScanAdmin” to implement the required security. Scan to Desktop assigns permissions as follows: Windows (NTFS) Administrators —...
  • Page 63 ShareScan OP Configuration Guide | 57 The required share permissions for Windows drives are: Everyone: Full control. Scan to Desktop assigns specific file and folder permissions to ensure inbox security. Multiple ShareScan OP Services Managers on the same domain or tree should point to the same Inbox Management directory.
  • Page 64 58 | Configuring Scan to Desktop About the list of registered users The ShareScan OP Services Manager keeps track of registered users and their inbox paths in the userdirs.txt file. In the sample file below, user “phenderson” uses a ShareScan inbox, while user “rryan”...

  • Page 65: Setting Up Folders, User, And Groups

    ShareScan OP Configuration Guide | 59 About file and folder security When you configure the Inbox Management directory, the following permissions are applied: Windows (NTFS) <inbox management directory> Administrators Full control Domain Admins (not Full control used in workgroups)
  • Page 66 60 | Configuring Scan to Desktop Create a group called “ShareScanAdmin” on the domain controller (for domain-based networks), on NDS (for Novell networks), or on the local machine (for workgroups). ShareScan OP uses this group when assigning permissions to the Inbox Management directory and ShareScan inboxes.

  • Page 67: Configuring Scan To Desktop

    ShareScan OP Configuration Guide | 61 Configuring Scan to Desktop To configure the connector: Start ShareScan OP administration ( Start > Programs > eCopy Applications > ShareScan OP Administration In the console tree, click Scan to Desktop On the...
  • Page 68 62 | Configuring Scan to Desktop Click the Configure tab. Under Inbox Management Directory , specify the appropriate settings and validate the authentication information: > Server — Select Windows (NTFS) Novell (NetWare) > — Select this check box if you do not have a domain controller or Local Authentication NetWare server on your network, or if you are authenticating in a workgroup.
  • Page 69 ShareScan OP Configuration Guide | 63 Even if you select this option, users can still select existing ShareScan inboxes when scanning. To convert users of ShareScan inboxes to users of network home directories, remove the users (using the options on the Scan Inboxes tab) and then tell the users to sign up again.

  • Page 70: Configuring The Inbox Agent

    64 | Configuring Scan to Desktop Configuring the Inbox Agent The eCopy Inbox Agent enables eCopy Desktop to connect automatically to the user’s scan inbox. The Inbox Agent is a Windows service that is installed with the ShareScan OP Services Manager. It uses UDP (User Datagram Protocol) to communicate with eCopy Desktop and it looks up the user’s inbox path in the list of registered users, userdirs.txt.

  • Page 71: Supporting Multiple Inbox Management Directories

    ShareScan OP Configuration Guide | 65 Supporting multiple Inbox Management directories If you have multiple ShareScan OP Services Managers, they can use the same Inbox Management directory or use different directories. If you configure all the Managers to point to the same Inbox Management directory, you only need to enable one Inbox Agent.

  • Page 73: Configuring Quick Connect

    ShareScan OP Configuration Guide | 67 Configuring Quick Connect About configuring Quick Connect Quick Connect enables users to scan documents and deliver them to predetermined network locations, with minimal data entry requirements. It is ideally suited for environments where large numbers of documents must be scanned quickly into automated or manual workflows.

  • Page 74: File Naming

    68 | Configuring Quick Connect You can configure the connector so that users only have to press a few keys and do not have to enter any data. To accomplish this, you perform the following tasks: Configure the connector to use a single destination (with subfolder navigation disabled). ■...

  • Page 75: Configuring Quick Connect

    ShareScan OP Configuration Guide | 69 Configuring Quick Connect To configure the connector: Start ShareScan OP Administration ( Start > Programs > eCopy Applications > ShareScan OP Administration In the console tree, click a Quick Connect connector. On the tab, configure the options (see “Configuring the Display...
  • Page 76 70 | Configuring Quick Connect Click the File Name tab. Under File Name , specify the file naming options: > Click to add a field (see “Defining a file naming field” on page 75). > Click to edit a selected field. Edit >...
  • Page 77 ShareScan OP Configuration Guide | 71 Click the Index File tab. Under , specify the index file options: Index File > Click to add a field (see “Defining an index field” on page 77). > Click to edit a selected field.

  • Page 78: Defining A Scanning Destination

    72 | Configuring Quick Connect Defining a scanning destination 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: On the tab, click Destinations...
  • Page 79 ShareScan OP Configuration Guide | 73 Under Authentication , in the Authenticate User list, select the appropriate option: — Sends scanned files to the destination without requiring user authentication. The ■ None ShareScan OP server must have write access to the destination.
  • Page 80 74 | Configuring Quick Connect Destination type: Destination List Under Destinations , click to add a destination to the list. Specify information about the destination (see “Destination type: Windows, Novell NetWare, or FTP Folder” on page 72) and then click To make sure that users have to log on, at most once, at the device, you cannot mix certain combinations of destination type and authentication.

  • Page 81: Defining A File Naming Field

    ShareScan OP Configuration Guide | 75 Defining a file naming field The file name generated at the device is composed of one or more fields. You use the Field Editor to specify the default field values. The Default and User modify fields are not available with all field types.

  • Page 82: Field Types

    76 | Configuring Quick Connect Field types Field Type Properties Descriptions AlphaNumeric Field size: Enter the minimum and maximum number of characters allowed. Remember: Select how many previous entries to display when the user is prompted for the naming information. If set to zero, no previous values display.

  • Page 83: Defining An Index Field

    ShareScan OP Configuration Guide | 77 Field Type Properties Descriptions Separator Value: Enter the field separator character. Time Format: Select the time format. Defining an index field When users enter indexing information at a device, Quick Connect writes the field names and their values to an index file.

  • Page 85: Configuring The Exchange Connector

    ShareScan OP Configuration Guide | 79 Configuring the Exchange connector About configuring the Exchange connector The Exchange connector enables users to send scanned documents from an eCopy-enabled device as e-mail attachments from a generic account or from their personal Microsoft Exchange account.

  • Page 86: Configuring The Exchange Connector

    80 | Configuring the Exchange connector Configuring the Exchange connector To configure the connector: Start ShareScan OP administration ( Start > Programs > eCopy Applications > ShareScan OP Administration In the console tree, click Exchange On the Display tab, configure the Image Label options (see “Configuring the Display...
  • Page 87 ShareScan OP Configuration Guide | 81 > Password — Enter the account password. > — Enter the domain to which this user belongs (for Windows authentication). Domain > Exchange Server — Enter the name of the Exchange server. If you want users to send messages from their personal Exchange account, rather than from...
  • Page 88 82 | Configuring the Exchange connector > Enable Internet Address Book — Select this option to configure the local address book that is used to store Internet e-mail addresses entered at the device, and that are not in the Global Address List or in the Contacts folder (see “Configuring MSDE for address book support”...
  • Page 89 ShareScan OP Configuration Guide | 83 Under Byline , configure the appropriate options. The byline appears at the bottom of the message body. > — When you select this option, the connector creates a custom byline for scanned Custom documents whose format is PDF or TIFF.

  • Page 91: Configuring The Notes Connector

    ShareScan OP Configuration Guide | 85 Configuring the Notes connector About configuring the Notes connector The Notes connector enables users to send scanned documents from an eCopy-enabled device as e-mail attachments from either a generic account or from their own personal Lotus Notes account.

  • Page 92: Configuring The Notes Connector

    86 | Configuring the Notes connector Configuring the Notes connector To configure the connector: Start ShareScan OP Administration ( Start > Programs > eCopy Applications > ShareScan OP Administration In the console tree, click Lotus Notes Mail On the tab, configure the options (see “Configuring the Display Display Image...
  • Page 93 ShareScan OP Configuration Guide | 87 Under ShareScanOP User , specify the following information about the account used to access the global address list. Then click to verify the login information. Test > — Displays the name of the Lotus Notes ID file installed on the local Active ID file machine.
  • Page 94 88 | Configuring the Notes connector Click the Address Books tab. Under , specify the desired options: Lotus Notes Address Book > Enable — Makes the Lotus Notes address book available at the device for sender and recipient selection. (Sender selection is available only when the Send from personal email acct: check box is selected on the Configure tab.) >...
  • Page 95 ShareScan OP Configuration Guide | 89 Cick the Content tab. Under Message , select Subjects to display the available subject lines or Notes to display the available notes. (Users can select an existing subject line or note, or enter their own, at the device.
  • Page 96 Under , select how you would like recipient names to Email Address Format in Message Content appear in the body of the message when the $$RECIPIENTS$$ variable is included. > — Displays the recipient’s Internet e-mail address. Name@Domain.com > FirstName MI LastName —...

  • Page 97: Configuring The Ldap/Smtp Connector

    ShareScan OP Configuration Guide | 91 Configuring the LDAP/SMTP connector About configuring the LDAP/SMTP connector The LDAP/SMTP connector enables users to send scanned documents from an eCopy-enabled device as e-mail attachments using an SMTP server on the network. When sending e-mail from a personal account, users are prompted to log on to validate their identity.
  • Page 98 92 | Configuring the LDAP/SMTP connector Click the Configure tab. Under , specify the following information about the server that will provide the LDAP Server global address list; the same server is used for sender authentication if LDAP authentication is enabled.
  • Page 99 ShareScan OP Configuration Guide | 93 Under Mail Account , select and configure the desired options. > — Sends from the sender’s personal e-mail account. The Send From Personal Account sender's name or e-mail address will be included in the From field (on the client).
  • Page 100 94 | Configuring the LDAP/SMTP connector Click the Address Books tab. Under LDAP Directory , select the Enable check box to enable access to the LDAP address list for sender and recipient selection. (The LDAP server is specified on the Configure tab.) In the Search On list, select an entry to specify whether to search the address list by first name, last name, or common name.
  • Page 101 ShareScan OP Configuration Guide | 95 Under Message , select Subjects to display the available subject lines or Notes to display the available notes. (Users can select an existing subject line or note, or enter their own. Notes are included in the message body.)

  • Page 103: Configuring The Fax Via Exchange Connector

    ShareScan OP Configuration Guide | 97 Configuring the Fax via Exchange connector About configuring the Fax via Exchange connector The Fax via Exchange connector 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.

  • Page 104: Configuring The Fax Via Exchange Connector

    98 | Configuring the Fax via Exchange connector Configuring the Fax via Exchange connector To configure the connector: Start ShareScan OP Administration ( Start > Programs > eCopy Applications > ShareScan OP Administration In the console tree, click Fax Exchange On the tab, configure the options (see “Configuring the Display...
  • Page 105 ShareScan OP Configuration Guide | 99 Under ShareScan OP User , specify the account information. (It is recommended that you create a generic Microsoft Exchange account for ShareScan OP and that you enter that account information in these user fields.) >...
  • Page 106 100 | Configuring the Fax via Exchange connector Click the Address Books tab. Under Fax Address Book , specify the desired options: > — Allows users to search for and select recipients from the local fax address book Enable instead of having to type the fax number each time. The local address book stores fax addresses entered at the device.
  • Page 107 ShareScan OP Configuration Guide | 101 Under Subjects , which displays the available subject lines, configure the subject lines as needed. (Users can select an existing subject line, or enter their own.) > Click to add a new entry. You can include the $$USER_NAME$$ variable in a subject line.

  • Page 109: Configuring The Fax Via Notes Connector

    ShareScan OP Configuration Guide | 103 Configuring the Fax via Notes connector About configuring the Fax via Notes connector The Fax via Notes connector enables users to scan and fax documents from an eCopy-enabled device through an e-mail-to-fax gateway on the Lotus Notes server. To use this connector, you must have a network fax server and the appropriate Notes server plug-in.

  • Page 110: Configuring The Fax Via Notes Connector

    104 | Configuring the Fax via Notes connector Configuring the Fax via Notes connector To configure the connector: Start ShareScan OP Administration ( Start > Programs > eCopy Applications > ShareScan OP Administration In the console tree, click Fax Lotus Notes On the tab, configure the options (see “Configuring the Display...

  • Page 111: Under

    ShareScan OP Configuration Guide | 105 Under ShareScanOP User , specify the account information. The account is used to access the global address list. Then click to verify the login information. Test > — Displays the name of the Lotus Notes ID file installed on the local Active ID file machine.

  • Page 112: Address Books

    106 | Configuring the Fax via Notes connector If your fax server uses an embedded tag to provide information about how to create the cover page, enter the tag in the field. For example, if you are Cover Page Via Embedded Tag configuring Fax via Lotus Notes with Captaris RightFax, enter in this field.
  • Page 113 ShareScan OP Configuration Guide | 107 Click the Content tab. Under Subjects , which displays the available subject lines, configure the subject lines as needed. (Users can select an existing subject line, or enter their own.) > Click to add a new entry. You can include the $$USER_NAME$$ variable in a subject line.

  • Page 115: Configuring The Fax Via Smtp Connector

    ShareScan OP Configuration Guide | 109 Configuring the Fax via SMTP connector About configuring the Fax via SMTP connector The Fax via SMTP connector enables users to scan and fax documents from an eCopy-enabled device through an SMTP e-mail-to-fax gateway. To use this connector, you must have a network fax server and the appropriate SMTP server plug-in.

  • Page 116: Configuring The Fax Via Smtp Connector

    110 | Configuring the Fax via SMTP connector Configuring the Fax via SMTP connector To configure the connector: Start ShareScan OP Administration ( Start > Programs > eCopy Applications > ShareScan OP Administration In the console tree, click Fax SMTP On the Display tab, configure the...
  • Page 117 ShareScan OP Configuration Guide | 111 Click the Configure tab. Note: If you send all faxes from the generic account, LDAP server configuration is not required. Under LDAP Server , specify the following information about the server that will provide the global address list;...
  • Page 118 112 | Configuring the Fax via SMTP connector Under SMTP Server , specify the following information and then click Test to test the connection to the SMTP server. > — Enter the IP address or DNS name of the SMTP server to use for outgoing Server messages.
  • Page 119 ShareScan OP Configuration Guide | 113 Click the Fax Format tab, which displays samples of the current fax address format. To configure the format, click (see “Configuring the fax address format” on page 123 Format for details). If your fax server uses an embedded tag, enter the tag in the Cover Page Via Embedded Tag field.
  • Page 120 Under Fax Address Book , select the Enable check box to allow users to select recipients from a local address list instead of having to type the fax number each time. The local address book stores fax numbers entered at the device. (For information about configuring the fax address book, see “Configuring MSDE for address book support”...

  • Page 121: Configuring The Rightfax Connector

    ShareScan OP Configuration Guide | 115 Configuring the RightFax connector About configuring the RightFax connector The RightFax connector enables users to scan and fax documents from the eCopy-enabled device through an existing Captaris RightFax server. The RightFax connector is compatible with RightFax Server 8.5 and later.

  • Page 122: Configuring The Rightfax Connector

    116 | Configuring the RightFax connector Configuring the RightFax connector To configure the connector: Start ShareScan OP Administration ( Start > Programs > eCopy Applications > ShareScan OP Administration In the console tree, click RightFax On the Display tab, configure the Image Label options (see “Configuring the Display...
  • Page 123 ShareScan OP Configuration Guide | 117 Under RightFax Server , specify the following information and then click Test to verify the login information. (If the test fails, resolve the connection issue before proceeding. Verify that your spelling is correct and that the name of the RightFax server is accurate.) >...
  • Page 124 Click the Content tab. Under , configure the notes as needed. (Users can select an existing note, or Cover Sheet Notes enter their own note.) > Click to add a new entry. You can include the $$USER_NAME$$ and $$RECIPIENTS$$ variables, which are replaced with sender and recipient names respectively.

  • Page 125: Configuring The Fax Via Print Connector

    ShareScan OP Configuration Guide | 119 Configuring the Fax via Print connector About configuring the Fax via Print connector The Fax via Print connector enables users to fax documents from an eCopy-enabled device by sending the scanned document to a third-party fax driver. The fax driver then displays its own user interface, if any, on the ScanStation client.

  • Page 126: Configuring The Fax Via Print Connector

    120 | Configuring the Fax via Print connector Configuring the Fax via Print connector To configure the connector: Start ShareScan OP Administration ( Start > Programs > eCopy Applications > ShareScan OP Administration In the console tree, click Fax via Print On the tab, configure the options (see “Configuring the Display...
  • Page 127 ShareScan OP Configuration Guide | 121 Click the Configure tab. Under , select the print driver you want to use. Print Driver Under Authentication , select the desired type of user authentication. If you select Windows, enter the default domain. If you select Novell Netware, enter the default tree. Users can change the domain or tree when they enter their logon information on the Authentication screen.

  • Page 129: Configuring The Fax Address Format

    ShareScan OP Configuration Guide | 123 Configuring the fax address format About configuring the fax address format For all fax connectors, you must define the fax address format required by your fax server application or Internet fax service. Configuring the fax address format To configure the format: In the console tree, click the name of the fax connector.
  • Page 130 124 | Configuring the fax address format You can re-order the fax address components using the Move Up and Move Down buttons. For example, using the sample format shown in step 3, the component list would look like the following illustration: For each component, select the Value field (for example, Prefix Value), click , enter the Modify...

  • Page 131: Configuring Msde For Address Book Support

    ShareScan OP Configuration Guide | 125 Configuring MSDE for address book support About configuring MSDE for address book support eCopy ShareScan OP’s address book database stores e-mail and fax addresses typed in at the eCopy-enabled device. This enables users to select addresses from a local address book instead of having to type a recipient’s complete address each time.

  • Page 132: Verifying That Sql Server Is Running

    126 | Configuring MSDE for address book support Verifying that SQL Server is running To verify that SQL Server is running: Check the MSSQLServer icon in the taskbar status area. The green arrow indicates that SQL Server is running. You can proceed to “Creating an address book database”...

  • Page 133: Creating An Address Book Database

    ShareScan OP Configuration Guide | 127 Select your server and SQL Server as the service, and then click Stop Click and then restart the computer. Start/Continue SQL Server should now be running and the icon should have a green arrow.
  • Page 134 128 | Configuring MSDE for address book support To use the new database with the current manager, click Connect Now . After connecting to the database, a sample entry appears. To enable the database for use with the connector, select the check box.

  • Page 135: Configuring A Connector To Use The Address Book

    ShareScan OP Configuration Guide | 129 Configuring a connector to use the address book After installing MSDE and creating the address book database, you can configure connectors to use the database. To configure a connector to use the address book: Start ShareScan OP Administration ( Start >...
  • Page 136 130 | Configuring MSDE for address book support Click the Connection tab. Specify the name of your server. Enter the administrator’s logon information: > Enter the user name ( ) and password specified when you installed MSDE. > Select the Allow saving password check box.

  • Page 137: Configuring Scan To Printer

    ShareScan OP Configuration Guide | 131 Configuring Scan to Printer About configuring Scan to Printer Scan to Printer enables users to scan and print documents from an eCopy-enabled device to a network printer, regardless of its physical location. Users can select various printing and page layout options.
  • Page 138 132 | Configuring Scan to Printer Click the Configure tab. Under , select the check box for each printer that you want to make available to the Printers user at the device. > Select the printer to use as the default device and click .

  • Page 139: Configuring Copy

    ShareScan OP Configuration Guide | 133 Configuring Copy About configuring Copy Copy enables users to perform a variety of copying functions using an eCopy ShareScan OP client embedded on a scanning device.. This connector is not available on eCopy ScanStation devices.

  • Page 141: Index

    | 135 Index Fax via Microsoft Exchange. see Fax via activating licenses 9 Microsoft Exchange Activity Monitor page 26 Fax via Print. see Fax via Print activity tracking, configuring 16 Fax via SMTP. see Fax via SMTP address books installing 10 configuring connectors to use 129 Mail via LDAP/SMTP.
  • Page 142 136 | Index Fax via Microsoft Exchange about 97 keyboard Advanced tab 98 configuring for ScanStation 43 Configure tab 98 configuring system settings 24 configuring 98 selecting language for 43 Display tab 98 Fax Format tab 123 licenses Fax via Print activating 9 about 119 licensing...
  • Page 143 | 137 scanning devices acquiring 8 passwords adding 8 encryption 23 exit 43 default scanner settings for 14 PDF format 50 enabling connectors for use with 13 permissions assigned by Scan to Desktop 56 scanning mode, enabling 22 port, specifying 22 ScanStation logon settings, configuring 44 product keys ScanStation, rebooting 44...

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Ecopy sharescan op 3.0

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