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Captaris RightFax 2.5 Manual

Mfp module guide for the sharp extension
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Version 2.5
MFP Module Guide for the
Sharp Extension

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Summary of Contents for Captaris RightFax 2.5

  • Page 1 Version 2.5 MFP Module Guide for the Sharp Extension...
  • Page 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.

  • Page 3: End User License Agreement

    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.
  • Page 4 Product is due to accident, abuse or misapplication. Any replacement Product will be warranted for the remainder of the original warranty period, if any. RightFax MFP Module 2.5 Guide for the Sharp Extension Indemnification Captaris will defend you against any judicial proceeding based upon a third party claim that the Product infringes any U.S.
  • Page 5 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. Limitation of Liability CAPTARIS’S AND ITS SUPPLIERS’ LIABILITY ARISING OUT OF OR RELATING TO THE USE OR INABILITY TO USE THE PRODUCT OR OTHERWISE UNDER OR IN CONNECTION WITH THIS EULA OR THE PRODUCT IS LIMITED TO THE AMOUNT ACTUALLY PAID BY YOU FOR...
  • Page 6 RightFax MFP Module 2.5 Guide for the Sharp Extension...

  • Page 7: Table Of Contents

    Configuring the Repository Folder and RightFax Interface on the Sharp MFPs... 15 Create and Configure the Repository Folder ... 15 Create a RightFax User Interface on the Sharp... 17 Sending a Document to a Phonebook Group... 18 Using SecureDocs and Certified Delivery... 19...
  • Page 8 RightFax MFP Module 2.5 Guide for the Sharp Extension viii...

  • Page 9: Chapter 1 Installing The Rightfax Mfp Module

    RightFax-specific templates, the user enters fax transmission information on the Sharp MFP and scans the document. 2. The Sharp MFP saves the document as an image file and then stores the file in the repository folder on the network. 3. The External Document Connector picks up the image file from...

  • Page 10: Rightfax Server Support And Requirements

    Web browser. To access this software, you must know the IP address of the Sharp device. If you have not already set up the Sharp device so that this software is accessible you should do so now.
  • Page 11 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.
  • Page 12 Next. This opens the Device Repository screen. 13. In the New Path field, type or browse to the path to the Sharp repository folder on your network. The repository folder must be located on an IIS server on your network and be a subfolder of the \Inetpub\ftproot folder.
  • Page 13 18. Click Next. This opens the Print Notifications? screen. 19. Select Print Notification only if you want a transmission status message to be automatically printed on the Sharp MFP each time it is used. Click Next. This opens the Email Notifications? screen.
  • Page 14 RightFax MFP Module 2.5 Guide for the Sharp Extension...

  • Page 15: Chapter 2 Configuring The Repository Folder And Rightfax Interface On The Sharp Mfps

    Web browser. To access this software, you must know the IP address of the Sharp device. If you have not already set up the Sharp device so that this software is accessible you should do so now.
  • Page 16 5. In the Hostname or IP Address field, enter the IP address of the IIS server where the repository folder is located. 6. In the FTP User Name field, enter the FTP user that the Sharp device will use to access the FTP site.

  • Page 17: Create A Rightfax User Interface On The Sharp

    Create a RightFax User Interface on the Sharp If you choose to use a custom RightFax user interface on the Sharp device, you must create one or more custom Metadata sets that include specific RightFax input fields.

  • Page 18: Sending A Document To A Phonebook Group

    Sending a document from the Sharp device Because the Metadata set is accessed from the fax menu on the Sharp device, there are no Metadata fields for fax number or e-mail address. These fields are built-in to the Sharp fax menu. You must enter a destination fax number or e-mail address after completing the Metadata set.

  • Page 19: Using Securedocs And Certified Delivery

    5. Select FlowPoint #2, Send_RightFax_Fax, and click Edit. This opens the Send_RightFax_Fax FlowPoint dialog box. 6. Click Configure Processor. This opens the RFSend FlowPoint Settings dialog box. Chapter 2 Configuring the Repository Folder and RightFax Interface on the Sharp MFPs...
  • Page 20 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. RightFax MFP Module 2.5 Guide for the Sharp Extension...

  • Page 21: Chapter 3 Advanced Configuration Settings In The Sharp Dataflow

    Tip The External Document Connector has many configuration settings, only a few of which are required to enable the Sharp Extension. This chapter describes only the required configuration settings for the most commonly used features. Some advanced settings in the External...
  • Page 22 3. Click the Modules tab. RightFax MFP Module 2.5 Guide for the Sharp Extension 4. Select Sharp MFP in the list of modules and click Edit. This opens the Sharp Module Configuration dialog box. Figure 3.2 The Sharp Module Configuration dialog box 5.
  • Page 23 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. Click OK to return to the Sharp Module Configuration dialog box.
  • Page 24 Sharp MFP each time it is used. If you do not want a status message to print automatically, select Do not print to the device. Click OK to return to the Sharp Module Configuration dialog box.
  • Page 25 In the Value field, enter the name or IP address of an SMTP server that will be used to route e-mail notification messages. Click OK to return to the Sharp Module Configuration dialog box. 13. Select EmailSenderName and click Edit. This opens the Editing Macro EmailSenderName dialog box.

  • Page 26: Configuring The Sharp_Mfp Flowpoints

    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. To open the list of Flowpoints in the Sharp_M FP DataFlow 1.

  • Page 27: Sending Delivery Notifications

    (see this option, the Sharp Extension will automatically print a results page on the same Sharp MFP from which the document was sent. If you did not enable this option when you first configured the Sharp Extension, you must do so to enable print notifications.
  • Page 28 9. Save the changes and exit. Setting up e-mail notifications E-mail notifications can be sent to Sharp users only if the user has provided an e-mail address in the Reply To field on Metadata sets that include this field (see “Create a RightFax User Interface on the...

  • Page 29: Understanding Filters

    Exclude box. Criteria in the Exclude box will be evaluated by the connector first, and it will override criteria in the Include box. Chapter 3 Advanced Configuration Settings in the Sharp DataFlow...
  • Page 30 ReceiveJob PrintJob {RemoteCSID} The remote caller {remoteID}=5550022 subscriber ID (CSID) of {RemoteID} the RightFax document. RightFax MFP Module 2.5 Guide for the Sharp Extension Common keywords used for filtering Table 3b Keyword Description Example {UniqueID} The unique ID of the...

  • Page 31: Understanding The External Document Connector

    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.
  • Page 32 Shut Down- The component service is currently stopped. RightFax MFP Module 2.5 Guide for the Sharp Extension Monitoring the Processor Services The EDC Manager and all of the individual processors that are managed by the External Document Connector are installed as services.
  • Page 33 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.
  • Page 34 External Document Connector is installed (the RightFax server). \\RFSERV\Program Files\RightFax\Shared Files Example RightFax MFP Module 2.5 Guide for the Sharp Extension To remove processors 1. Run the EDC Monitor and select Tools > Services to open the Services dialog box.

  • Page 35: Index

    Index add processors 33-34 configure FlowPoints 26-27 Sharp MPF module 21-25 downloading the MFP Module adding processors 33-34 EDC Monitor 31-34 monitoring services removing services EDC Monitor running status fields overview External Document Connector See EDC FlowPoints, configuring 26-27 installing the MFP Module...
  • Page 36 RightFax MFP Module 2.5 Guide for the Sharp Extension...

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