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eCopy imageFORMULA ScanFront 220e Installation And Setup Manual

For canon scanfront devices
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ShareScan
4.5
Installation and Setup Guide
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Part Number: 73-00330-1 (01/2009)

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Summary of Contents for eCopy imageFORMULA ScanFront 220e

  • Page 1 ™ ® eCopy ShareScan Installation and Setup Guide ® ™ for Canon ScanFront devices Part Number: 73-00330-1 (01/2009)
  • Page 2 SpeedFax, and SpeedPrint are trademarks of eCopy, Inc. ShareScan, Simplify, and MailRoom are registered trademarks of eCopy, Inc. Canon and MEAP are registered trademarks and imageRUNNER is a trademark of Canon, Inc. Captaris and RightFax are trademarks of Captaris, Inc.

  • Page 3: Table Of Contents

    ............11 Configuring and activating connector profiles Specifying properties for a connector profile Specifying services for a connector profile Setting up the Canon ScanFront device Web administration Activating connector profiles Reference: Configuring the system...
  • Page 4 iv | Table of Contents Monitoring scanning activity ..........51 Reporting scanning activity Backing up and sharing configuration files Remote administration...
  • Page 5 eCopy Connector for SMTP using LDAP SMTP using LDAP connector Wizard settings eCopy Connector for SMTP using LDAP Properties ......118 eCopy Connector for Fax via SMTP ™...
  • Page 6 vi | Table of Contents DNS considerations ........... . . 174 Using a DNS server on the local network Configuring the HOSTS file Novell support...
  • Page 7 TABLE 19. Services: Scanner Settings tab ........85 TABLE 20. Canon ScanFront supported scanner settings ......86 TABLE 21.
  • Page 8 viii | Table of Contents TABLE 29. Lotus Notes Mail Properties: Configure tab ......108 TABLE 30.

  • Page 9: Getting Started

    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 ■...

  • Page 10: Further Information

    Getting Started Further information The documentation set consists of the following documents: 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.

  • Page 11: Customer Support Services

    Customer support services Customer Support services include the following components: Customer support for licensing, registration, and other non-technical issues ■ Technical support ■ eCopy does not provide hardware repair and RMA (Return Merchandise Authorization) services for this product. Contact your dealer/distributor or system integrator for more information. eCopy-provided services are available to registered users of eCopy software during the warranty period or for the duration of your software maintenance and support agreement.

  • Page 13: Quick Start: Installing And Setting Up Sharescan

    Setting up the Canon ScanFront device ........

  • Page 14: Product Components

    Quick Start: Installing and setting up ShareScan Product components Administration console Network computer running the Services Manager and one or more connectors (applications connected to enterprise applications, such as e-mail and fax). Client (running on a Canon ScanFront device)
  • Page 15 ShareScan Installation and Setup Guide ® ™ The ShareScan Client is installed on a Canon ScanFront device. 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.

  • Page 16: Installation Tasks

    Quick Start: Installing and setting up ShareScan Installation tasks Before installing the product, see page 165 for information about hardware, software, and network requirements. To install and configure ShareScan, you perform the following tasks: Install the ShareScan software (Services Manager, Administration console, and the eCopy ■...

  • Page 17: Installing Ecopy 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.
  • Page 18 Quick Start: Installing and setting up ShareScan Click Next. The Connector Selection window opens. Select the connectors that you want to install. A red “X” next to a connector indicates that it is not available for installation. If you plan to install the Lotus Notes Mail and Fax via Lotus Notes Connectors, you must first install the Lotus Notes client on the computer running the Services Manager.

  • Page 19: Licensing Devices

    Configure one or more connector profiles (see page 15). ■ Set up the Canon ScanFront device (see page 26). ■ Add the Canon ScanFront device to the Services Manager (see page 29). ■ Activate the license and generate a license report (see page 30). ■...
  • Page 20 Quick Start: Installing and setting up ShareScan To select a different Services Manager: Select Start > Programs > eCopy Applications > ShareScan Administration. Right-click ShareScan and then select Discover Managers or click the Discover ShareScan Managers button on the toolbar. The Select ShareScan Manager window opens.
  • Page 21 ® eCopy ShareScan Installation and Setup Guide Click OK. The Administration console opens.
  • Page 22 Quick Start: Installing and setting up ShareScan To add the product key to the local license database: In the console tree, select System Information and then select Licensing. Note: If you received your keys in electronic form, you may want to copy and paste them from a text file (TXT).

  • Page 23: Configuring And Activating Connector Profiles

    ® eCopy ShareScan Installation and Setup Guide 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.

  • Page 24: Specifying Properties For A Connector Profile

    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: In the console tree, select Connectors.
  • Page 25 Double-click Properties. The Exchange Properties pane appears. To configure the Display properties: Select the Display tab. 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.
  • Page 26 Quick Start: Installing and setting up ShareScan To configure the ShareScan User properties: Select the Configure tab. This tab looks a little different for each connector, but most of the connectors, especially the e-mail and fax connectors, contain similar types of settings. Note: Some connectors, such as the Exchange Connector, include a Wizard that walks you through the standard environment settings.
  • Page 27 Click Properties. The Exchange Properties window opens. Select the Basic Settings tab. Enter the ShareScan User information and then click Test. ® eCopy ShareScan Installation and Setup Guide...
  • Page 28 Quick Start: Installing and setting up ShareScan When the “Test successful” message appears, 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.
  • Page 29 To configure the Content properties: Select the Content tab. The Content tab enables you to specify the default subject or note information that will be available to a user at an eCopy-enabled device. To specify the default subject that will be available to the user at the device, select it in the Subjects list.
  • Page 30 Quick Start: Installing and setting up ShareScan To configure Express properties: 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.
  • Page 31 To specify one or more recipients, click the Add button associated with the To: field. The Add Recipients window opens. 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. Select each recipient that you want to include on the To: list and then click To ->...

  • Page 32: Specifying Services For A Connector Profile

    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.
  • Page 33 To configure the Document Settings service: Select the Document Settings tab. 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.

  • Page 34: Setting Up The Canon Scanfront Device

    Quick Start: Installing and setting up ShareScan Setting up the Canon ScanFront device Setting up this device involves specifying a password for the device and then associating the device with the PC running the ShareScan Services Manager, which is called the ShareScan Host.

  • Page 35: Web Administration

    Web browser accessed from the Manage node in the ShareScan Administration console. To manage the ScanFront device remotely: Access a Web browser using either of the following methods: Open any Web browser and then enter the IP address of the Canon ScanFront device, ■ using the following format: In the ShareScan Administration console, select Devices >...

  • Page 36: Table 1. Remote Administration Functions

    Quick Start: Installing and setting up ShareScan TABLE 1. Configuration tool Description Enables you to turn SSL on or off. The default is “On”. Turning SSL off improves performance by about .1 second. However, if you turn SSL off, passwords will not be encrypted. Device restart Enables you to restart the device.
  • Page 37 To add an eCopy-enabled device to the Services Manager: Make sure that the device is running. Go to the Administration console. In the console tree, right-click Devices and then select Add a new device. The Add Device window lists all available ScanFront devices. The window displays IP Address information, the name of the device, the Client software version, the Services Manager that is currently managing the device, and the domain.
  • Page 38 Quick Start: Installing and setting up ShareScan To activate the license and generate a report: 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.
  • Page 39 ® eCopy ShareScan Installation and Setup Guide To view the device list: 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.)

  • Page 40: Activating Connector Profiles

    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. Select a device. Select Properties.
  • Page 41 ® eCopy ShareScan Installation and Setup Guide To activate a connector profile on the selected device: 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.
  • Page 42 Quick Start: Installing and setting up ShareScan Select a configured profile, such as “exchange_express”. Click OK. The No. of Profiles column indicates that you have activated one connector profile. 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.

  • Page 43: Reference: Configuring The System

    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 eCopy- enabled devices.

  • Page 44: Starting, Stopping, And Restarting The Services Manager

    In the console tree, select the name of the Services Manager and then click the appropriate ■ button on the console toolbar. Note: Restarting a Services Manager also restarts the Canon ScanFront device. Start Stop Restart...

  • Page 45: Setting Security Options For A Services Manager

    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. In a ShareScan Embedded environment, you might want to set the security options for a specific Services Manager to allow other Services Managers to add devices managed by it.
  • Page 46 Reference: Configuring the system To grant access to other Services Managers: 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. Select the Allow addition of devices option.

  • Page 47: Configuring System Properties

    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. Configuring general system properties The General tab displays version, language, and operating system information.

  • Page 48: Table 2. System Properties: Advanced Tab

    Reference: Configuring the system TABLE 2. System properties: Advanced tab Section Field Name Encryption Password properties Minimum Length Password must be alphanumeric Searchable Language for Text Engine Searchable Text Properties creation Secure Delete Enable secure delete of temporary files Color High Compression Medium...

  • Page 49: Configuring Keyboard Settings

    PS/2 hard keyboard).. You do not have to specify which keyboard to use on the device. If you are using a Canon ScanFront device, eCopy recommends that you use a USB hard keyboard. If the ShareScan for Canon ScanFront software detects a USB keyboard, a keyboard icon will not appear to the right of fields that require text input.

  • Page 50: Configuring Session Logon

    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;...

  • Page 51: Table 4. System Properties: Session Logon Tab

    TABLE 4. System properties: Session Logon tab Section Field Name Directory Services Domain Search Search On Parameters Base DN Scope Directory Access Search while typing Authentication Type ® eCopy ShareScan Description The directory service that manages your list of users: Windows Active Directory or Novell Directory Services.

  • Page 52: Configuring System Tracing

    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 Customer Support. Enabling tracing will slow down overall system performance. To configure system tracing: In the console tree, select System Information >...

  • Page 53: Licensing Devices

    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 46). Site licenses, valid for activation with a predefined number of devices, are also available (see page 46).

  • Page 54: Adding Product Keys

    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 46). To avoid typing errors, you should copy and paste ■ the key. Import the keys from a text file (see page 46). This is the easiest method to use if you ■...

  • Page 55: Deleting Product Keys

    To import product keys: Create a text (.txt) file containing all your product keys, or, if you received a CD with product keys, access the text file on the CD. If you received your product keys by e-mail, you can copy and paste them into Notepad and save the file with a .txt extension. Make sure you enter the product keys accurately.

  • Page 56: Adding A Device With An Embedded Client

    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 manufacturer, inherit their initial settings from the default device.

  • Page 57: Activating Licenses

    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 50).

  • Page 58: Generating A License Report

    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.

  • Page 59: Monitoring Scanning Activity

    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: In the console tree, select System Information >...

  • Page 60: Reporting Scanning Activity

    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 >...

  • Page 61: Backing Up And Sharing Configuration Files

    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. ■...
  • Page 62 Reference: Configuring the system To import files: 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. ■...

  • Page 63: Remote Administration

    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. ■...
  • Page 64 Reference: Configuring the system In the Domain list, select your domain controller. 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. Select a user and then click Add The system adds the user to the user list.

  • Page 65: Reference: Common Configuration Information For Connectors

    Configuring connector Services ..........80 ■ eCopy ShareScan ™ ® ® , and Canon imageWARE ® Installation and Setup Guide ™ ®...

  • Page 66: Installing And Removing Connectors

    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 9). 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.
  • Page 67 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.

  • Page 68: Configuring Connector Profiles

    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.

  • Page 69: Activating Connector Profiles

    To update an existing profile: 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.
  • Page 70 Reference: Common configuration information for connectors 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.

  • Page 71: Configuring Common Properties Settings

    Configuring common Properties settings This section describes how to configure the properties and operations that are common to multiple connectors. Display (see page 64) ■ Content (see page 65) ■ Express (see page 67) ■ Search while typing (see page 70) ■...

  • Page 72: Configuring The Display Properties

    Reference: Common configuration information for connectors 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 <connector_name> > Properties. Select the Display tab and then specify the settings (see Table 9).

  • Page 73: Configuring The Content Properties

    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.
  • Page 74 Reference: Common configuration information for connectors TABLE 10. Section Field/Button Email Address Format in Message Content (applies to the Lotus Notes Mail Connector) Name@Domain .com FirstName MI LastName Byline (applies only to e-mail connectors) Custom Enable .cpy file format byline Connector Properties: Content tab (continued) Description Determines how recipient names will appear in the body of the...

  • Page 75: Configuring The Express Properties

    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.
  • Page 76 Reference: Common configuration information for connectors TABLE 11. Connector Properties: Express tab (continued) Connector Field/Button eCopy Connectors for: Destination List Fax via Microsoft Exchange Fax via SMTP Fax Destination window eCopy Connector for Subject Fax via Lotus Notes Fax Number Attach Cover Page/Sheet Description...
  • Page 77 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 >...

  • Page 78: Configuring The Search While Typing Option

    Reference: Common configuration information for connectors 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.

  • Page 79: Configuring File Name And Index Fields

    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. For information about index fields, which you use with the optional Quick Connect Connector, see the eCopy Quick Connect Administrator’s Guide.
  • Page 80 Reference: Conmmon configuration information for connectors TABLE 13. Field Editor: Available field types (continued) Field Type Available Settings Authenticated The user whose credentials were used to scan the document at the device. User Number of Pages The number of pages in the scanned document. Numeric Field Size: The minimum and maximum number of digits allowed.

  • Page 81: Configuring The Fax Address Format

    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 Prefix Name Separator To configure the fax address format: You configure the fax address format in the Fax Address Format window.
  • Page 82 Reference: Common configuration information for connectors Open the Fax Address Format window.. 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.

  • Page 83: Configuring Support For Local Address Books

    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.
  • Page 84 Reference: Common configuration information for connectors 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. Select Install SQL Express and follow the on-screen instructions. During installation, SQL Server prompts you for a password.
  • Page 85 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.

  • Page 86: Table 15. Settings For Creating A Local Address Book Database

    Reference: Common configuration information for connectors TABLE 15. Settings for creating a local address book database Field/Button SQL Server Name list Administrator’s user ID Address Book Name The following table documents all the settings on the Address Books and Local Address Book tabs, including the settings for the Lotus Notes Address Book and the LDAP Directory.

  • Page 87: Table 17. Data Link Properties Window: Connection Tab

    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.

  • Page 88: Configuring Connector Services

    Reference: Common configuration information for connectors Configuring connector Services This section describes how to configure the connector Services that are common to multiple connectors. Document Settings (see page 81) ■ Scanner Settings (see page 85) ■ Tracing settings (see page 89) ■...

  • Page 89: Configuring Document Settings

    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 file 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 Document Settings button on the Preview screen.

  • Page 90: Table 18. Services: Document Settings Tab

    Reference: Common configuration information for connectors TABLE 18. Services: Document Settings tab Option Setting Encryption (for PDF and eCopy file formats only) User modify Document Security Searchable Text (for PDF, PDF/A, and eCopy file formats only) User modify File Format TIF Fax PDF/A eCopy...
  • Page 91 Removes blank pages from the scanned documents when the file size is within Removal the range specified in the Threshold field. (for black- Canon ScanFront devices have a scanner setting called "Skip Blank Page" that and-white removes blank pages based on analysis of the content of each page. Therefore, if documents...
  • Page 92 Reference: Common configuration information for connectors TABLE 18. Services: Document Settings tab (continued) Option Setting Batching (for PDF and eCopy file formats Number only) of pages File size Blank page User modify Document Tracking Description Will be available for use with the profile. Will not be available for use with the profile.

  • Page 93: Configuring Scanner Settings

    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.

  • Page 94: Scanfront Scanner Settings

    Reference: Common configuration information for connectors ScanFront scanner settings The list of scanner settings on the Scanner Settings tab is a subset of the scanner settings that are available on the Canon ScanFront device (see Table 20). TABLE 20. Canon ScanFront supported scanner settings Option...
  • Page 95 TABLE 20. Canon ScanFront supported scanner settings (continued) Option Settings Skip Blank Page Blank Page 1-100 Sensitivity Sharpness 0-100 (by 10) Color Dropout None Red Drop-Out, Green Drop-Out, Blue Drop-Out, Red Enhance, Green Enhance, Blue Enhance Remove Bleed Thru Remove Bleed...
  • Page 96 Reference: Common configuration information for connectors TABLE 20. Canon ScanFront supported scanner settings (continued) Option Settings Orientation Portrait, Landscape, Same As Originals Scaling 20-100 percent Mirror Comments/Description Flips the image on the vertical axis to create a mirror image.

  • Page 97: Configuring Tracing Settings

    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 Customer Support. Tracing will slow down overall system performance. To configure the Tracing settings: In the console tree, select <connector_name>...

  • Page 99: Reference: Connector-Specific Configuration Information

    Reference: Connector- specific 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 63. For information about configuring connector Services that are common to multiple connectors, see page 80.

  • Page 100: Ecopy Connector For Microsoft Exchange

    Reference: Connector-specific configuration information 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.

  • Page 101: Table 22. Exchange: Connection Protocols

    TABLE 22. Exchange: Connection protocols Protocol Microsoft Combination Outlook Required? MAPI/MAPI LDAP/MAPI LDAP/WEBDAV WEBDAV/ WEBDAV You must install Microsoft Outlook on the same computer as the Services Manager so that the two applications can share common DLLs. Note: When Microsoft Outlook is required, you must configure it as the default mail package. You must configure Microsoft Outlook 2000 to work with your Exchange server prior to using the ScanStation Client.
  • Page 102 Reference: Connector-specific configuration information 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. Select the Display tab and then specify the settings (see Table 9). Select the Configure tab.
  • Page 103 To configure eCopy Connector for Microsoft Exchange services: In the console tree, select Exchange > Services. The Services pane appears. Configure the connector services (see page 80). Click Save, select the profile name, and then click Save. To add additional account forests: This procedure applies only to environments that use an External Associated Account (EAA) and contain multiple forests.

  • Page 104: Exchange Connectors Wizard Settings

    Reference: Connector-specific configuration information 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.

  • Page 105: Exchange Connectors Properties Settings

    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 24, Exchange Properties: Basic Settings ■ tab. This window is available only if you select Exchange 5.5 as your server type.

  • Page 106: Table 24. Exchange Properties: Basic Settings Tab

    Reference: Connector-specific configuration information TABLE 24. Exchange Properties: Basic Settings tab Section Field/Button Name ShareScan User name User Password Domain Advanced (Advanced Account Settings) Test Search Search while typing eCopy recommends that you create a generic Microsoft Exchange account for use by ShareScan. Description The user name for logging on to the Exchange server.

  • Page 107: Table 25. Exchange Properties: Advanced Account Settings

    The following table describes the advanced account settings for each combination of protocols. For information about the protocols, see Table 22. TABLE 25. Exchange Properties: Advanced Account Settings Protocol Combination (Advanced Settings tab) MAPI/MAPI Uses MAPI to retrieve the user information when the Search while typing option is enabled, and to send scanned documents.
  • Page 108 Reference: Connector-specific configuration information TABLE 25. Exchange Properties: Advanced Account Settings (continued) Protocol Combination (Advanced Settings tab) 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.

  • Page 109: Table 26. Exchange Properties: General Settings Tab

    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 26. Exchange Properties: General Settings tab Section Field Name Sender Send from personal...

  • Page 110: Table 27. Exchange Properties: Fax Format Settings

    Reference: Connector-specific configuration information TABLE 26. Exchange Properties: General Settings tab (continued) Section Field Name Other Search Global General Address List Settings Search Outlook Contacts (Available in the eCopy Connector for Fax via Microsoft Exchange for LDAP/ WEBDAV and WEBDAV/WEBDAV protocols.) Enable user to manually enter...

  • Page 111: Table 28. Exchange Properties: Advanced Settings Tab

    TABLE 28. Exchange Properties: Advanced Settings tab Section Field Name Use External Resource Associated Account Forest Available only if the LDAP/MAPI or LDAP/ WEBDAV combination is selected. Enables you to connect between a resource forest and one or more account forests Additional Account List table Forests...

  • Page 112: Ecopy Connector For Microsoft Exchange Local Address Book Settings

    Reference: Connector-specific configuration information 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.

  • Page 113: Ecopy Connector For Fax Via Microsoft Exchange

    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.
  • Page 114 Reference: Connector-specific configuration information 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.

  • Page 115: Ecopy Connector For Lotus Notes Mail

    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.

  • Page 116: Table 29. Lotus Notes Mail Properties: Configure Tab

    Reference: Connector-specific configuration information TABLE 29. Lotus Notes Mail Properties: Configure tab Section Field/Button ShareScan User Active ID File The account used to access the Global User Name Address List. Password Test Email Send Options Send from personal account Domino Server Mail Send Port Use SSL/HTTPS Send to self...
  • Page 117 To configure eCopy Connector for Lotus Notes Mail services: In the console tree, select Lotus Notes Mail > Services. The Services pane appears. Configure the connector services (see page 80). Click Save, select the profile name, and then click Save. ®...

  • Page 118: Ecopy Connector For Fax Via Lotus Notes

    Reference: Connector-specific configuration information 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.
  • Page 119 To configure the eCopy Connector for Fax via Lotus Notes properties: In the console tree, select Fax via Lotus Notes > Properties. Select the Display tab and then specify the settings (see Table 9). Select the Configure tab and then specify the settings(see Table 30). Select the Fax Format tab, which displays samples of the current fax address format, and then specify the Fax format (see page 73).

  • Page 120: Table 30. Fax Via Lotus Notes Properties: Configure Tab

    Reference: Connector-specific configuration information TABLE 30. Fax via Lotus Notes Properties: Configure tab Section Field/Button Name Active ID File ShareScan User The account used to access the Global User Name Address List. Password Test Email Send Options Send from personal account Domino Server Mail Send Port...

  • Page 121: Ecopy Connector For Smtp Using Ldap

    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.

  • Page 122: Smtp Using Ldap Connector Wizard Settings

    Reference: Connector-specific configuration information To configure the eCopy Connector for SMTP using LDAP services: In the console tree, select LDAP/SMTP > Services. The Services pane appears. Configure the connector services (see page 80). Click Save, select the profile name, and then click Save. SMTP using LDAP connector Wizard settings The Wizard enables administrators to initially configure the connector.
  • Page 123 TABLE 31. Wizard settings: SMTP using LDAP (continued) Wizard Window Field LDAP Server LDAP Server Settings Settings Not available if you select Active Directory as the server type. Connect Anonymously Select LDAP User Not available if you select Active Directory as the server type.
  • Page 124 Reference: Connector-specific configuration information TABLE 31. Wizard settings: SMTP using LDAP (continued) Wizard Window Field Search Settings Start Search Search scope Sender Search Recipient Search (for Mail via SMTP using LDAP only) Search while typing SMTP Settings Server Port Description The node on the LDAP tree from which all searches should begin.
  • Page 125 TABLE 31. Wizard settings: SMTP using LDAP (continued) Wizard Window Field User Logon None Settings Generic e- mail User modify LDAP Windows domain Novell tree Fax Address Cover Page / Format No Cover (For Fax via SMTP Page using LDAP only.) Format Settings Summary...

  • Page 126: Ecopy Connector For Smtp Using Ldap Properties

    Reference: Connector-specific configuration information 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.
  • Page 127 TABLE 32. LDAP/SMTP Properties: Basic LDAP tab (continued) Section Field Search Base DN Search scope Sender Search Recipient Search (for Mail via SMTP using LDAP only) Search while typing ® eCopy ShareScan Description 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.

  • Page 128: Table 33. Ldap/Smtp Properties: Advanced Ldap Tab

    Reference: Connector-specific configuration information TABLE 33. LDAP/SMTP Properties: Advanced LDAP tab Section Field LDAP Class Attributes If you use a non- standard attribute in the User ID e-mail, First Name, Last Name, and Common Name e-mail fields, enter the attribute name in the field.

  • Page 129: Table 34. Ldap/Smtp Properties: Smtp Settings Tab

    TABLE 34. LDAP/SMTP Properties: SMTP Settings tab Section Field/Button SMTP Server Server Port Mail Account Allow user to (For Mail via select recipients SMTP using LDAP only.) Send to self SMTP Server None Logon Use Sender’s User Available only if ID, LDAP SMTP Basic Attribute, and...

  • Page 130: Table 35. Ldap/Smtp Properties: User Logon Tab

    Reference: Connector-specific configuration information TABLE 35. LDAP/SMTP Properties: User Logon tab Section Field Logon Send from a generic account Generic e-mail User modify LDAP Windows domain Novell Fax Format settings are available for the eCopy connector for Fax via SMTP only. TABLE 36.

  • Page 131: Ecopy Connector For Fax Via Smtp

    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.
  • Page 132 Reference: Connector-specific configuration information To configure eCopy Connector for Fax via SMTP services: In the console tree, select Fax via SMTP > Services. The Services pane appears. Configure the connector services (see page 80). Click Save, select the profile name, and then click Save.

  • Page 133: Scan To Ecopy Desktop

    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.

  • Page 134: About Ecopy Desktop Scan Inboxes And Home Directories

    Reference: Connector-specific configuration information About eCopy Desktop scan inboxes and home directories eCopy Desktop can use either scan inboxes or 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 ■...
  • Page 135 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. Network security ensures that only the Local Administrator, the ShareScan Administrator, and the local user can read from or write to the root of the network home directory or to the specified subdirectory.

  • Page 136: About The Inbox Root Directory

    Reference: Connector-specific configuration information 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.

  • Page 137: Table 40. Inbox Root Directory Permissions (Novell Netware [Nds])

    TABLE 40. Inbox root directory permissions (Novell NetWare [NDS]) File or folder Role <Inbox root Admin directory> Domain Admins (not used in workgroups) <groupname> (your designated ShareScan Administrator group) Everyone userdirs.txt Admin Domain Admins (not used in workgroups) <groupname> (your designated ShareScan Administrator group) Everyone Supporting multiple Inbox root directories...

  • Page 138: Preconfiguring Scan To Ecopy Desktop

    Reference: Connector-specific configuration information 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.

  • Page 139: Configuring Scan To Ecopy Desktop

    Configuring Scan to eCopy Desktop After completing the pre-configuration steps, you can configure the connector. To configure Scan to eCopy Desktop Connector properties: In the console tree, click Scan to Desktop > Properties. Select the Display tab and then specify the settings (see Table 9). Select the Configure tab.

  • Page 140: Table 41. Scan To Ecopy Desktop Properties: Environment Settings

    Reference: Connector-specific configuration information TABLE 41. Scan to eCopy Desktop Properties: Environment settings Section Field/Button Service Account User Name Password Advanced Test ShareScan Group Administrator Inbox Root UNC Path (Windows Single domain environment) mode (recommended) Multiple domain mode (only if required) (Novell Use user ID for...

  • Page 141: Table 42. Scan To Ecopy Desktop Properties: General Settings

    TABLE 42. Scan to eCopy Desktop Properties: General settings Section Field/Button Inbox Settings Inbox Type Recipient Type Authenticate Users Search Search while typing If a scanned image file already exists ® eCopy ShareScan Installation and Setup Guide Description Scan Inboxes: Scans documents to scan inboxes. Home Directories: Scans documents to a network home directory.
  • Page 142 Reference: Connector-specific configuration information Destination settings Scan to eCopy Desktop enables you to scan to the following destination types: Windows Folder ■ Novell Folder ■ FTP Folder ■ USB Flash Drive ■ For each type of folder, except for the USB Flash Drive, you must supply the folder location and authentication settings.
  • Page 143 Scan to eCopy Desktop: Destination settings (continued) TABLE 43. Section Field Authentication Authenticate User Server (FTP only) Advanced ® eCopy ShareScan Description The options are: None: Sends scanned documents to the destination without ■ requiring user authentication.The Services Manager requires write access to the destination.
  • Page 144 Reference: Connector-specific configuration information Advanced account settings are used in the configuration of scan inboxes and destinations for Windows Active Directory and Novell eDirectory. Scan to eCopy Desktop: Advanced Account settings TABLE 44. Environment type Field name Windows Active Global Catalog Directory Server settings LDAP Port...
  • Page 145 Scan to eCopy Desktop: Advanced Account settings (continued) TABLE 44. Environment type Field name Novell eDirectory Novell eDirectory Server settings LDAP Port Server requires SSL for communication Server allows Anonymous Bind Search On Base DN ® eCopy ShareScan Installation and Setup Guide Description Locate server at runtime: The connector finds the Global Catalog Server at runtime.

  • Page 146: About The Inbox Agent

    Reference: Connector-specific configuration information To configure Scan to eCopy Desktop Connector services: In the console tree, select Scan to Desktop > Services. Configure the connector services (see page 80). Click Save, select the profile name, and then click Save. About the Inbox Agent The eCopy Inbox Agent is a Windows service that is installed with the Services Manager.
  • Page 147 ® eCopy ShareScan Installation and Setup Guide 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.

  • Page 148: Scan To Printer

    Reference: Connector-specific configuration information 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 >...
  • Page 149 To configure eCopy Scan to Printer Connector services: In the console tree, select Scan to Printer > Services. Configure the connector services (see page 80). Click Save, select the profile name, and then click Save. ® eCopy ShareScan Installation and Setup Guide...

  • Page 151: Reference: Managing Ecopy-Enabled Devices

    Reference: Managing eCopy- enabled 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.

  • Page 152: Specifying A Default Device

    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.

  • Page 153: Specifying Default Scanner Settings

    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 85.) To specify default scanner settings for a device: In the console tree, select Devices > <device_name> > Properties. Select the Scanner tab.

  • Page 154: Configuring Activity Tracking

    Reference: Managing eCopy-enabled devices Configuring Activity Tracking The Activity Tracking function writes detailed information about each job to a log file. The Activity Tracking function enables you to perform the following tasks: Configure the Activity Logging function (see page 147) ■...

  • Page 155: Configuring The Activity Logging Function

    Configuring the Activity Logging function When the Activity Logging function is enabled for a device, the Services Manager generates a log file. The general format for each record in the log file is: <Date>|<Time>|<Connector Label>|<Number of Pages in Document>|<Connector- Specific Fields>|<SUCCESS/FAILURE>|<Device Name> If you select the Extended Fields function, the log file includes the preceding fields and may include the following fields: <Document Size>|<DOC SENT>|<DOC TRACKED>|<USERNAME>|<DOMAIN>...

  • Page 156: Table 46. Devices: Activity Logging Tab

    Reference: Managing eCopy-enabled devices Section Field/Button Activity Log Activity Log Location Location field Credentials Activity Log Maximum Log Size Overflow Rolling filenames Overwrite oldest events Log Field Field Separator Properties Extended Fields TABLE 46. Devices: Activity Logging tab Description The full path and file name for the log file, ShareScanOPActivity.log.

  • Page 157: Table 47. Activity Logging: Basic And Extended Fields

    TABLE 47. 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 The number of pages in the scanned document. document Connector-specific Connector-specific fields.

  • Page 158: Configuring The Additional Fields Function

    Reference: Managing eCopy-enabled devices 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.

  • Page 159: Configuring The Document Tracking Function

    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.

  • Page 160: Table 48. Devices: Document Tracking Folder Settings

    Reference: Managing eCopy-enabled devices TABLE 48. Devices: Document Tracking folder settings Section Field Folder Location field Location Credentials to User Name access the Password folder location Domain Use Activity Tracking Credentials Description The full path and file name for the folder. The location must be in the current Windows domain or in a trusted Windows domain.

  • Page 161: Configuring The Id Services Function

    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.
  • Page 162 Reference: Managing eCopy-enabled devices 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.

  • Page 163: Reference: Using Ecopy Connectors

    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 the eCopy- enabled device that you are using. In this chapter Using the fingerprint scanner .

  • Page 164: Using The Fingerprint Scanner

    Reference: Using eCopy Connectors Using the fingerprint scanner To configure the fingerprint scanner you must: Use the ShareScan Administration console to configure Session Logon (see page 42) and ■ enable Activity Logging (see page 147) and ID Services (see page 153). Register user fingerprints at the device.

  • Page 165: Using The On-Screen Keyboard

    PS/2 hard keyboard).. You do not have to specify which keyboard to use on the device. If you are using a Canon ScanFront device, eCopy recommends that you use a USB hard keyboard. If the ShareScan for Canon ScanFront software detects a USB keyboard, a keyboard icon will not appear to the right of fields that require text input.

  • Page 166: Quick Reference To Using An Ecopy Connector

    Reference: Using eCopy Connectors 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.

  • Page 167: General Procedure For Using An Ecopy Connector

    General procedure for using an eCopy Connector Scan Place your document in the feeder. If your system is configured to use the Session Logon feature, enter your user credentials on the Logon screen and then press Logon, or, if your device supports a fingerprint scanner, swipe your finger across the scanner.
  • Page 168 Reference: Using eCopy Connectors Preview When the connector finishes scanning the document, review the scanned images. The buttons on the Preview screen enable you to view, delete, rotate, and change the magnification of the images. After pressing either of the Zoom buttons, you can scroll through an image and move it by dragging your finger along the image, or by using Page Up, Page Down, Home, or End keys or the arrow keys.
  • Page 169 Send 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 50].) Note: If the profile is configured to use the Express or Send to self features, the Send screen will not appear.

  • Page 170: Table 50. Client: Send Screen Settings

    Reference: Using eCopy Connectors Field/Option Applicable connectors E-mail Search Fax via Microsoft Exchange and Fax via SMTP Number or Fax Number E-mail First Name Fax via Lotus Notes Last Name Fax via Lotus Notes Subject E-mail and fax Notes E-mail, Fax via Microsoft Exchange, and Fax via SMTP...

  • Page 171: Table 51. Client: Post-Scanning Options

    TABLE 51. Client: Post-scanning options Option Description Log Out Displays the Logon screen. Appears only when Session Logon is enabled. Home Displays the Home screen. New Document Displays the Preview screen and enables you to scan a new document using the current settings.

  • Page 173: Reference: Installation Environment

    Reference: Installation environment ™ ® eCopy ShareScan is a client/server-based application that is designed to work with a wide range of scanning devices This section describes the hardware, software, and network requirements for setting up the Services Manager and eCopy-enabled devices. Please complete the worksheets in this chapter before your scheduled installation and make sure that all devices are configured as required.

  • Page 174: Network Environment

    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 171). Internal network traffic between the client and server is minimal.

  • Page 175: Hardware Configuration Guidelines

    Hardware configuration guidelines To help you gauge hardware requirements, there are three typical usage scenarios and the hardware requirements for each scenario (see Table 52). TABLE 52. Hardware configuration guidelines Scenario type Description General office A typical office environment where multiple multifunction peripherals (MFPs) support a combination of printing, copying, and scanning.

  • Page 176: Services Manager Pc Worksheet

    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.
  • Page 177 TABLE 53. Services Manager PC worksheet (continued) Item Notes Domain name Enter a name, if applicable. Network login name Name used during normal operation (must and password be a local administrator). Have password available during installation. Local firewall It is recommended that you disable firewalls on this PC (see page 169).

  • Page 178: Device Worksheet

    Reference: Installation environment Device worksheet Copy and complete the worksheet below for each eCopy-enabled device that you plan to use with ShareScan. Notes Model eCopy-enabled device. Location Physical location of the device. Language IP address Domain-based networks: eCopy requires that you use static IP addresses. Workgroups: You must use static IP addresses.

  • Page 179: Firewall And Switch Worksheet

    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 eCopy- enabled device.
  • Page 180 Reference: Installation environment TABLE 55. Firewall and switch worksheet (continued) Item Description 9030, 9100 Must be open for communication between the Services Manager and eCopy-enabled devices. You can open the required ports between specific devices. 8899, 9988 on Optional, for encrypted UDP communication between the multicast IP Services Manager and eCopy-enabled devices.

  • Page 181: Network Infrastructure Worksheet

    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.

  • Page 182: Dns Considerations

    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.

  • Page 183: Novell Support

    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).

  • Page 185: Index

    Index access to Activity Log file to addresses in Contacts folder to devices 37, 48 to Document Tracking folder to Global Catalog Server to Help to LDAP server to remote devices to Session Logon directories account forests (Exchange) activating connector profiles licenses See also licensing devices, product keys Active Directory.
  • Page 186 178 | Index connection protocols, used by Microsoft Exchange Connector See protocols, used by Microsoft Exchange Connector connector profiles 15, 60 activating 15, 61 address books and common Properties settings configuring 15, 60 inheritance of updating using connectors button image and label settings installing installing and removing quick reference to using...
  • Page 187 embedded tags, used by fax server encryption properties 40, 82 Environment setting (Exchange) Equitrac cost recovery system activity tracking and exceptions, firewall Exchange server Export utility Express configuring Scan to eCopy Desktop and Scan to Printer and External Associated Accounts (EAA) fax address books fax address format, configuring See also Fax via Lotus Notes Connector, Fax...
  • Page 188 180 | Index keyboard on-screen, configuring on-screen, using 156, 157 Search while typing option and See also Services Manager label, for connector button language for keyboard for searchable text creation LDAP advanced and custom attributes custom attributes server 114, 115, 118 users, selecting from LDAP tree LDAP/MAPI protocol configuration LDAP/WEBDAV protocol configuration...
  • Page 189 P4 class machines password for encryption 40, 82 for LDAP server account PDF files, saving scanned documents to permissions for scan inboxes See also encryption properties Pixel setting ports 166, 171 changing LDAP server numbers used by Inbox Agent (Scan to eCopy Desktop) opening SMTP server...
  • Page 190 182 | Index ScanStand Assembly Instructions ScanStation See also ShareScan Embedded scope, of searches 43, 116, 119 SCSI drive search settings for Session Logon for SMTP using LDAP 116, 119 Search while typing option 119, 161 searchable text engine properties Secure Delete option security for network home directories...
  • Page 191 troubleshooting two-sided scanning type of file name or index field, specifying 48, 166 ports used to connect to scan inboxes used to detect embedded devices user ID (LDAP) User Logon Settings userdirs.txt file users, list of variables in subject lines and notes (e-mail and fax connectors) VLANs 166, 173...

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