Kyocera KM-C2520 Set Up And Operation Manual

Itag configuration utility

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Specification/Setup/Operation Guide

iTag

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Configuration Utility

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Page 1 Specification/Setup/Operation Guide iTag for the Configuration Utility...
Page 2 The information in this Guide is subject to change without notices. Reproduction of the information contained herein is prohibited. Kyocera Mita does not provide, nor does the iTag package include Anti Virus Software for the iTag Server. Anti Virus Software is the responsibility of the Customer.
Page 3: Table Of Contents
Device Manager - Common Book ... 79 Device Manager - PC list ... 80 Device Manager - Authlist ... 81 Enterprise Mode ... 82 Scan To PC... 84 Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 2...
Page 4: Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved
Specification/Setup/Operation Table of Contents Scan To PC - Export and Import... 87 Scan To E-Mail ... 90 Scan To E-Mail Import and Export... 92 Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 3...
Page 5: Overview
NOTE: Auto Color Scan (ACS) – The Auto Color Key feature needs to be enabled on the MFP side (C2520/ C3225/C3232/C2525E/C3225E/C3232E/C4035E), please see How to Enable Color Scanning on page 51 of this document. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation iTag Software Configuration Utility.
Page 6: Components
Pre Configured KYOcapture workflow Pre Configured KYOcapture workflow Capture Capture Up to 5 Up to 5 Index Index Fields Fields Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Process Process Route Route Image Enhancement Image Enhancement SharePoint SharePoint &...
Page 7: Installation Environments
Installation Environments In a small company or department, there are several installation scenarios. Installation Example 1 - Single device environment Installation Example 2 - Multiple device environments Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Client Client...
Page 8: Itag Capture, Process, And Route Documents
5 search criteria (index fields). iTag includes the following components: Capture Kyocera MFP Component – Set indexing to integrate select Kyocera MFPs with Microsoft SharePoint Services. Process Validation Station – Review and validate the scanned image via touch Screen before it is routed to Microsoft SharePoint Services.
Page 9 Kyocera's document management solution for your business. This utility guides you through the configuration of this document management solution or iTag. At the end of this setup, you should expect to have your document management server ready for use with your Kyocera Multi-Function Product (MFP).
Page 10: Navigating The Wizard
To terminate the entire configuration process, click “Cancel”. No installation will be performed and all previous information input will be lost. To get help on the current screen, press the button on the upper right corner of the screen. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 9...
Page 11: Graphical User Interface
Close the wizard without doing any action. The Cancel button becomes the OK/Finish button at the last page. Once you station is powered up, your display will be as follows; Double click on the iTag configuration icon. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Description Version 8.0...
Page 14: Scan Mode Wizard Page
• Scanning Mode: OCR, Photo, Text and Text + Photo • File Format: TIFF or PDF • Resolution: 200, 300, 400, 600 • Color Type: B&W, Color, Gray, and AutoColor Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 15: Document Library Wizard Page
NOTE: Certain regulatory compliance and audit trails require versioning control. After you have input your Document Library Name and/or selected other options, click Next. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 16: Index Fields Wizard Page
• Required field. A check means the MFP and SharePoint Services will reject a blank value input for this field. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 17: String Information Type
This allows for faster input since the operator can simply press enter or do some editing to enter the desired data for this field. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 18: String List Information Type
SharePoint Services. A check on this setting means that users can input additional choices not found in the existing list. • Sort Choices in Ascending Order – This setting will sort the list alphabetically or numerical in ascending order. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0 Page 17...
Page 19: Numerical Value Information Type
• Maximum value. The maximum value for this field. Setting this field restricts the input at the MFP to be not greater than this value. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 20: Date And Time Information Type
Format. This setting applies only when data is viewed from SharePoint Services. Date only means no time is displayed for this field; Date and Time means both date and time information is displayed. After you have input the Information Type, select Next. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 21: Currency Information Type
• Maximum value. The maximum value for this field. Setting this field restricts the input to be not greater than this value. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0 Page 20...
Page 22: Document Workflow Tab Page
This wizard page contains checkboxes for Kyocera MFP and SharePoint Services, the document source and destination, respectively. They are checked by default, and cannot be changed. The following table provides a brief description of the available components.
Page 23 Once you select the Document Workflow Components you require, select Next. If the user selects all the components, the following is an example of what the CFG file would look like from KYOcapture Process Designer: Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved...
Page 24: Summary Wizard Page
If any item needs to be changed, double click on the item, and the utility will redirect you to the screen where you can input the changes. Select Next. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved...
Page 25: Setup Process
KYOcapture. Press Proceed only when you are ready; otherwise, you can always go back to the previous screens by pressing the ‘Back’ button. Select Create the Library. Click on Next. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 24...
Page 26: Completing The Setup
KYOcapture Process Designer). Click OK to exit the iTag Configuration Utility and execute the utility. Depending on the selection made, your KYOcapture Service and Process Designer will/will not launch. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Put a check mark in the box next to “Launch the...
Page 27 Configuration Utility. To view the KYOcapture service status, mouse click on the Start > All Programs > Kyocera >KYOcapture Service Manager from the menu. The KYOcapture Service Manager will display the following screen:...
Page 28: Itag Validation Station
If this component is checked (enabled) in the Document Workflow Component Screen, a window will display a view of up to twelve (12) TIFF files scanned from the MFP. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved...
Page 29: Validation Station Control Functions
Validation Station Control Functions Control name Copyright © 2005~2007 Kyocera Mita Am All Rights Reserved Specification/Setup/Operation Description Gives a full-page view of the document. Displays up to nine pages of the document at a time. Go to the First Page or...
Page 30: Manually Launching The Kyocapture Workflow
1. Logged in as Administrator, launch the KYOcapture Service Manager found in the iTag Server ‘Start Menu > All Programs > Kyocera > KYOcapture > KYOcapture Service Manager’. 2. Confirm the path to the AutoStore Script (iTag configuration file). By default, the configuration file is found in C:\Program Files\Kyocera\iTag\iTag Configuration Utility\iTag.CFG.
Page 31 Launching the KYOcapture Process Designer 1. Logged in as Administrator, launch the KYOcapture Process Designer from the iTag Server ‘Start Menu > All Programs > Kyocera > KYOcapture > KYOcapture Service Manager’. 2. Select ‘File>Open’, and browse to the iTag.CFG file (default location C:\Program Files\Kyocera\iTag\iTag Configuration Utility) and select ‘Open’.
Page 32: Configuring The Send To Printer Process
Orientation 1. Open the configuration file 2. On the right-hand side of the window depicting the document workflow, select 'Kyocera MFP'. 3. Right click on the icon, and select 'Properties'. 4. Expand the list until you find the names of the index fields that you input. Choose any one of the index fields, and press the 'Edit' button.
Page 33: Configuring The Send To Folder Process
1. Open the configuration file 2. On the right hand side of the window depicting the document workflow, select 'Kyocera MFP'. 3. Right click on the icon, and select 'Properties'. 4. Expand the list until you find the names of the index fields that you input. Choose any one of the index fields, and press the 'Edit' button.
Page 34: Configuring The Watermark Process
KYOcapture Process Designer. 1. Open the configuration file 2. On the right-hand side of the window depicting the document workflow, select 'Kyocera MFP'. 3. Right click on the icon, and select 'Properties'. 4. Expand the list until you find the names of the index fields that you input. Choose any one of the index fields, and press the 'Edit' button.
Page 35: Configuring The Gray2Mono Process Component
Configure Gray2Mono dialogue box. 4. Select the Activate check box, and adjust the slider to set the Gray to Monochrome conversion threshold. 5. Click OK to lock in the setting. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 36: Removing A Workflow From Itag
Specification/Setup/Operation Removing a Workflow from iTag 1. Click the Start>Programs>Kyocera>KYOcapture> KYOcapture Process Designer>Open. This opens the KYOcapture Process Designer. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 35...
Page 37 Specification/Setup/Operation 2. Click Tools>Service Manager to open the KYOcapture Service Manager Application. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 36...
Page 39 Specification/Setup/Operation 4. From within the KYOcapture Process Designer open the iTag CFG file, located at C:\Program Files\Kyocera\iTag\iTag Configuration Utility\iTag. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 38...
Page 41 Specification/Setup/Operation 6. Click the + sign next to the Common MFP Group and highlight the workflow you would like to remove. In this example we are deleting date. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved...
Page 44 9. Click the Save button. 10. Click Tools>Service Manager to open the KYOcapture Service Manager dialogue Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation box. Version 8.0 Page 43...
Page 45 11. Click Start, Apply and then OK to start the KYOcapture Service and new workflow. 12. Close the KYOcapture Process Designer. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0 Page 44...
Page 46: Document Retrieval From Sharepoint Services
1. Click Start/Programs/Internet Explorer. 2. You should have a Path to SharePoint Services. 3. To search across multiple folders within a single document library, you can use the sub-folder search. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 47 Specification/Setup/Operation 4. Select your document library from the drop down menu, for this example we are searching in the search document library. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 46...
Page 48 Specification/Setup/Operation 5. Select the index field you want to search, for this example we have selected First Name. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 47...
Page 49 6. Enter the search parameter, for this example we are using the first name of dan. Click on the Search button, your search result will return any documents indexed with first name data of dan. 7. Double clicking the image file will open it. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 50: How To Enable Color Scanning
Specification/Setup/Operation How to Enable Color Scanning 1. Click Start/Programs/KYOcapture/KYOcapture Process Designer. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 49...
Page 51 Specification/Setup/Operation 2. Click File Open. Go to the iTag configuration Utility. Open the iTag .cfg file. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 50...
Page 53 4. Click the + sign next to the common MFP Group. Click the + sign next to your menu item. In this case, Fields for Closed Loans. 5. Click the Edit Button. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 59 Specification/Setup/Operation 12. Exit the Process Designer by clicking the (x) in the upper right hand corner. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 58...
Page 60 > Default Machine Document Default > Management > 3. Using the numeric keys, enter the code 6 4 8 2 Enter the administrator number Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation > Version 8.0 Page 59...
Page 61 File Name Input Auto/Manual Selec of senders (users) Input E-mail Address Color setting Full Color B&W setting Grayscale Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation > Color setting Select default color Change B&W setting Select default B/W setting...
Page 62 Specification/Setup/Operation Enabling Multiple Pages Per Document 1. Click Start/Programs/KYOcapture/KYOcapture Process Designer. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 61...
Page 63 Specification/Setup/Operation 2. Click File Open. Go to the iTag configuration Utility. Open the iTag .cfg file. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 62...
Page 65 4. Click the + sign next to the common MFP Group. Click the + sign next to your menu item. In this case, Fields for Closed Loans. 5. Click the Edit Button. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 74 Specification/Setup/Operation 16. Exit the Process Designer by clicking the (x) in the upper right hand corner. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved Page 73...
Page 75: Adding Scan To Pc & Send To E-Mail Addresses
100,000 Authenticated Users. Download Device Manager from KYOsolutions.com or KYOcapture.com and install on any networked computer that is on the same local network subnet as your Kyocera MFP. We suggest that you install Device Manager directly on the iTag Server.
Page 76: Device Manager - Authentication
Update Device. Once the Update Device button is clicked, at the device you will be prompted for user credentials when accessing the Scanner features of the Device. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved...
Page 77: Device Manager - Kyocapture
Server to the MFP Device. You can also assign the port number that the device will communicate with to the iTag Server. The Port Number should always be 37169. Please Note: Device Manager is not designed to span multiple subnets. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved...
Page 78: Device Manager - Ldap
Now you will point the LDAP Settings below to the LDAP Server. The port number for LDAP in the Device Manager is 46490. The port number for the LDAP Converter is 389. LDAP is Not Covered in this Document. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0...
Page 79: Device Manager - Device Tables
The Private Book Details and Private Books can be utilized in the full version of KYOcapture with the Capture and Route Component ABMSync for Lotus Notes and ABMSync for MS Exchange. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 80: Device Manager - Common Book
Once all E-Mail Addresses are entered in to the device you can easily Export the file to be Imported into another Kyocera MFP. With Device Manager you can now upload and store 200,000 E-Mail Addresses. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0...
Page 81: Device Manager - Pc List
The PC List is the replacement for the Scan To PC Destination List. Again the PC List can be manually entered or an import file can be created. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0 All Rights Reserved...
Page 82: Device Manager - Authlist
Specification/Setup/Operation Device Manager - Authlist The Auth List will allow you to add up to 100,000 thousand users of the Kyocera Device. This table is only necessary when you are using Local Authentication. Copyright © 2005~2007 Kyocera Mita America, Inc Version 8.0...
Page 83: Enterprise Mode
Enterprise Mode Follow these steps to enable KYOcapture\Enterprise Mode on the Kyocera MFP and to configure the MFP to work with iTag/KYOcapture. Remember for the iTag Server to communicate with the MFP, you must follow these steps on the MFP.
Page 84 9. Click the KYOcapture Tab along the bottom Right Panel and Enable KYOcapture, Enter the IP Address of the iTag Server and the Port Number 37169 as follows: 10. Click Update Device The MFP is now configured to work with iTag. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 85: Scan To Pc
The only difference to Scan To PC is how you enter the information into the MFP. You still need the Scan File Utility to scan from a Kyocera MFP. To configure Scan To PC open Device Manager by Clicking the Start Button - > Kyocera -> Device Manager -> KYOcapture Device Manager.
Page 87 5. Click the Update Device button and Select “Yes to the Update Device Prompt”. That Scan to PC entry is now saved on the Kyocera MFP. To enter additional fields you can now follow the steps above or you can export the list from the device and enter the remainder in to a text file. To export a text file please follow the steps on the next page.
Page 88: Scan To Pc - Export And Import
Click the Export Button. 2. You will be prompted to Save the Text File. For this demonstration we are saving the file in a ScanToPCFolder and naming the text fie ScanToPc.txt. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 89 File and Save to save this file. 4. From with in Device Manager, click on the desired MFP, Click the Device Tables Tab, PC List Tab. Click the desired MFP and click the Import Button. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 90 7. You now can scan to the Scan To PC Locations imported. If you have additional MFP devices, you can now import this text file into the remaining devices by following steps 4 - 7. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 91: Scan To E-Mail
Scan To E-Mail To configure Scan To PC open Device Manager by Clicking the Start Button - > Kyocera -> Device Manager -> KYOcapture Device Manager. 1. Highlight the desired device. In the example below I highlighted the LAB-KM5035. Select the Device Tables Tab and then the Common Book Tab.
Page 92 Button. Select Yes from the Update Device Prompt. You can now follow steps one through three to add E-Mail Addresses or you can follow the Import and Export steps below. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 93: Scan To E-Mail Import And Export
Scan To E-Mail Import and Export As with the PC List we can do the same for E-Mail Addresses. To configure Scan To PC open Device Manager by Clicking the Start Button - > Kyocera -> Device Manager -> KYOcapture Device Manager.
Page 94 File (XXX|Display Name|E-Mail Address|Organization). The Separator is the Pipe Character ( | ). You can begin entering the names of the other Scan To E-Mail Addresses. When completed click File and Save to save this file. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 95 5. From with in Device Manager, click on the desired MFP, Click the Device Tables Tab, E-Mail Addresses Tab and Click the Import Button. 6. Click the file you edited in Notepad (ScanToE-mail.TXT) and Click Open. Copyright © 2005~2007 Kyocera Mita America, Inc All Rights Reserved Specification/Setup/Operation Version 8.0...
Page 96 8. If you have additional MFP devices, you can now import this text file into the remaining devices by following steps 5 - 7. E-Mails can now be sent from the Kyocera MFP. Copyright © 2005~2007 Kyocera Mita America, Inc...

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