eCopy 3323B001 - imageFORMULA ScanFront 220e Administrator's Manual
Administrator's guide
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Summary of Contents for eCopy 3323B001 - imageFORMULA ScanFront 220e
- Page 1 eCopy™ Quick Connect ® Version 4.5 for ShareScan Administrator’s Guide Part Number: 73-00326 (1/2009)
- Page 2 Licensing, Copyright, and Trademark Information The information in this document is subject to change and does not represent a commitment on the part of eCopy, Inc. The software described in this document is furnished under a license agreement. The software may be used or copied only in accordance with the terms of the agreement.
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Page 3: Table Of Contents
Table of Contents Introduction ......1 About this guide ....... . . 2 Further information . - Page 4 iv | Table of Contents List of Tables TABLE 1. Folder Destination settings ....12 TABLE 2. SMTP Message Destination Settings ... . 13 TABLE 3.
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Page 5: Introduction
eCopy Connector for Quick Connect Administrator’s Guide | 1 Introduction Quick Connect enables users to scan documents and deliver them to predetermined network locations, Web locations, databases, or to an SMTP server, with minimal data entry requirements. It is ideally suited to environments where large numbers of documents must be scanned quickly into automated or manual workflows. -
Page 6: About This Guide
2 | Introduction About this guide This guide is intended for administrators responsible for the installation and configuration of eCopy Quick Connect. It provides an overview of the connector as well as system requirements, installation instructions and configuration options, and procedures. Further information The eCopy Connector for Quick Connect documentation set consists of the following documents:... -
Page 7: Customer Support Services
eCopy Connector for Quick Connect Administrator’s Guide | 3 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. -
Page 9: Installing And Configuring The Connector
eCopy Connector for Quick Connect Administrator’s Guide | 5 Installing and configuring the connector This chapter describes the installation prerequisites and guides you through the installation and configuration process. In this chapter Installation procedures ........6 ■... -
Page 10: Installation Procedures
6 | Installing and configuring the connector Installation procedures Installation prerequisites The following are the installation prerequisites: Quick Connect version 4.5 ■ eCopy ShareScan 4.5 ■ ® Note: Quick Connect supports Oracle Database 10g. When you install Oracle Client 10g, select the Custom Installation option and then make sure that you select the Oracle Provider for OLE DB component. -
Page 11: Installing The Connector
eCopy Connector for Quick Connect Administrator’s Guide | 7 Installing the connector Important! Before installing eCopy Quick Connect, make sure that the ShareScan software is installed and functioning correctly. Refer to the eCopy ShareScan Installation and Setup Guide for details. To install the connector: Double-click the Setup.exe file. -
Page 12: Planning And Configuring Connector Profiles
8 | Installing and configuring the connector Planning and configuring connector profiles Once you have installed eCopy Quick Connect, the eCopy ShareScan Administration console enables you to configure connector profiles. This gives you the flexibility to configure access to your Quick Connect destinations in the ways that best suit your organization. - Page 13 eCopy Connector for Quick Connect Administrator’s Guide | 9 You may also want to use the ShareScan Document Tracking functionality. For more information, see the ShareScan Installation and Setup Guide or the eCopy Quick Connect Help. Controlling access: You can limit access to destinations in your ■...
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Page 14: Configuring The Connector
10 | Installing and configuring the connector Configuring the connector This section explains all the connector configuration options and the procedure for setting up an Express connector profile for more streamlined use (see page 33). To configure a connector profile: In the console tree, select Quick Connect >... -
Page 15: Defining A Scanning Destination
eCopy Connector for Quick Connect Administrator’s Guide | 11 Defining a scanning destination Defining a scanning destination enables you to specify where the connector will send scanned documents. You must define at least one destination. If you define more than one destination, the connector will prompt the user to select one during the scanning process. -
Page 16: Table 1. Folder Destination Settings
12 | Installing and configuring the connector TABLE 1. Folder Destination settings Section Field/ Description Button Folder Path to the Destination information for the scanned location folder documents. For Windows or Novell folders, click the Browse button and then select an existing folder or create a new folder and then select it. -
Page 17: Table 2. Smtp Message Destination Settings
eCopy Connector for Quick Connect Administrator’s Guide | 13 TABLE 1. Folder Destination settings (continued) Section Field/ Description Button Authen- Authen- The options are: tication ticate User None: Sends scanned documents to the ■ destination without requiring user authentication. The Services Manager requires write access to the destination. - Page 18 14 | Installing and configuring the connector TABLE 2. SMTP Message Destination Settings (continued) Section Field/ Description Button Send Personal Sends scanned documents from the user’s From Account personal e-mail account. Generic Sends scanned documents from a generic account account. Use this field to specify the return address that will always be used by the connector.
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Page 19: Table 3. Database Destination Settings
eCopy Connector for Quick Connect Administrator’s Guide | 15 TABLE 3. Database Destination settings Section Field/Button Description Destination Data source, Sets a database as a destination, Catalog, Table, enabling users at the device to scan and Column documents and store them in the destination database. -
Page 20: Defining A File Naming Field
16 | Installing and configuring the connector Defining a file naming field The file name generated at the eCopy-enabled device is composed of one or more fields. Quick Connect includes several file naming options: You can configure a connector profile to use the default file name, ■... -
Page 21: Table 5. File Naming Settings
eCopy Connector for Quick Connect Administrator’s Guide | 17 TABLE 5. File naming settings Option Description Overwrite Replaces an existing scanned document with the one the always connector is currently saving. Return Displays an error message prompting the user at the device error to change the file name. -
Page 22: Defining Index Fields
18 | Installing and configuring the connector Defining index fields When you configure Quick Connect’s document indexing option, the connector prompts the user to enter information in one or more fields. The information describes the content of the document, such as a case ID, a client name, or a document type. -
Page 23: Configuring File Name And Index Fields
eCopy Connector for Quick Connect Administrator’s Guide | 19 Configuring file name and index fields You use the Field Editor to add or edit fields that the user sees in the Client. When you create file name fields you select the field type in the editor. -
Page 24: Table 7. Field Types
20 | Installing and configuring the connector Quick Connect uses the Field Editor and an Index Field Editor. The following fields are available in the Field Editor and Index Field Editor for Quick Connect: TABLE 7. Field Types Field Type Description Availability Alphanumeric... - Page 25 eCopy Connector for Quick Connect Administrator’s Guide | 21 TABLE 7. Field Types (continued) Field Type Description Availability Authenticated The user whose credentials were used to Index Field User scan the document at the device. Editor Number of Number of pages in the scanned Index Field Pages document.
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Page 26: Configuring An Index File
22 | Installing and configuring the connector Configuring an index file When a user enters indexing information at a device, Quick Connect writes the field names and their values to an index file or to a database table. The index file has the same name as the scanned document, but has a different file extension. - Page 27 eCopy Connector for Quick Connect Administrator’s Guide | 23 If a file name already exists and the Create unique file name option is configured, the connector adds a period to the rolling number, as in “document-20070131_1.1.pdf ”. There are three types of index values. The type of index value ■...
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Page 28: Table 8. Index Value Types
24 | Installing and configuring the connector TABLE 8. Index value types Value type Description Field types System The index field retains the same Device Name index value when the user at the device starts a new scan job. Scan Job The index values in index fields Alphanumeric of this type are the same for the... -
Page 29: Setting A Database As A Destination
eCopy Connector for Quick Connect Administrator’s Guide | 25 Setting a database as a destination Setting a database as a destination enables you to configure a connector profile so that users at the device can scan and index documents and store them in the specified database. - Page 30 26 | Installing and configuring the connector Under Map Fields, select the Quick Connect field that you want to map to a database field. The Data Field Selector window displays a maximum of three Quick Connect fields that you can map to database fields in the selected table.
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Page 31: Mapping Index Fields To Fields In A Database
eCopy Connector for Quick Connect Administrator’s Guide | 27 Mapping index fields to fields in a database This feature enables you to specify a database to store index values entered at an eCopy-enabled device. You can map any type of Quick Connect index field to fields in an SQL, Access, or Oracle database. - Page 32 28 | Installing and configuring the connector If you modify the name of an index field, the mapping becomes invalid. You must always re-map mapped index fields after you change them. You can map one index field to one database field. To map index fields to fields in a database: In the console tree, select Quick Connect >...
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Page 33: Using A Database As The Source Of Field Values
eCopy Connector for Quick Connect Administrator’s Guide | 29 Using a database as the source of field values You can create a file name field or an index field that uses a database as the source of field values. Users at the device can then select from a list of available values for that field. - Page 34 30 | Installing and configuring the connector Click OK to return to the Field Editor or Index Field Editor window. The window displays the settings you have configured. Select the Required option if you want to require users at the device to specify a file name or index value.
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Page 35: Configuring A Data Source
eCopy Connector for Quick Connect Administrator’s Guide | 31 Configuring a data source You can configure an existing data source or a new data source. To configure an existing data source: If the Select Recent Data Source window opens, select the data source that you want to use and then click OK. -
Page 36: Table 9. Database Types And Settings
32 | Installing and configuring the connector TABLE 9. Database types and settings Database Settings type Microsoft Specifies the path to the Access database (*.MDB), which Access can be on a local drive or on a Universal Naming Convention (UNC) path. If the database is on a local drive and does not require a user name and password, select the Blank Username and Password check box. -
Page 37: Configuring An Express Connector Profile
eCopy Connector for Quick Connect Administrator’s Guide | 33 Configuring an Express connector profile An Express connector profile allows you to control the number of screens that the user sees at the device. The profile below allows the user to scan and store the document by simply pressing the button on the Home screen. -
Page 39: Using The Connector
eCopy Connector for Quick Connect Administrator’s Guide | 35 Using the connector This chapter describes the workflow that the connector user will experience at the scanning device. In this chapter Connector workflow ........36 ■... -
Page 40: Connector Workflow
36 | Using the connector Connector workflow eCopy Quick Connect lets you scan documents directly into folders or databases using different, configurable scanning workflows. When you install the connector and configure and activate a connector profile on an eCopy-enabled device, a Quick Connect button is added to the eCopy ShareScan Home screen. -
Page 41: Preview And Authenticate
eCopy Connector for Quick Connect Administrator’s Guide | 37 Review the default scanner settings in the left pane; use the down arrow button to view additional scanner options. To change a setting, select the option, such as “Paper size” and then select the setting on the toolbar that appears. -
Page 42: Table 10. Post-Scanning Options
38 | Using the connector Index and Store The indexing feature of the connector uses two screens. If the connector is configured to allow file naming, the File Name screen enables you to create a unique file name for the document. The second screen enables you enter more indexing information that is stored with the document.