Kyocera TASKalfa 3051ci Operation Manual
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Kyocera TASKalfa 3051ci Operation Manual

File management utility operation guide rev 3.01.2013.3
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  • Page 2: Legal Notes

    Examples of the operations given in this guide support the Windows 7 printing environment. Essentially the same operations are used for Windows 8, Windows Vista, Windows XP, Windows Server 2003, Windows Server 2008, and Windows Server 2012 environments. © 2013 KYOCERA Document Solutions Inc.

  • Page 3: Table Of Contents

    Table of Contents Chapter 1 File Management Utility Starting the Application ......................... 1-1 Chapter 2 Manage Devices Adding Devices ..........................2-1 Deleting Devices ........................... 2-1 Chapter 3 Device Login Specifying Device Login Settings ....................3-1 Chapter 4 Preferences Setting Preferences ........................4-1 Chapter 5 Receiving Folder Adding a Receiving Folder ......................

  • Page 4: File Management Utility

    1 File Management Utility The File Management Utility (FMU) distributes documents scanned on a multi- function print system (MFP) to specified network folders or computers. The user can set the criteria for distributing the scanned files. Advanced distribution criteria are available for certain MFPs. Starting the Application If the application is not set to start automatically, you can start it manually.

  • Page 5: Manage Devices

    2 Manage Devices Specific MFPs on a network can be selected for use with the application. Use the Add Device Wizard to select devices by IP address or host name. Adding Devices You can add devices for the application with the Add Device Wizard. In the Main screen, click Add Device.

  • Page 6: Device Login

    3 Device Login Specify the User name and Password used with the device. Select either Use local authentication or Use settings on the device. Specifying Device Login Settings In the Main screen, select a printing system in the device list. Click Device Login.

  • Page 7: Chapter 4 Preferences

    4 Preferences You can set several parameters that control how File Management Utility operates, including starting the application automatically and specifying folders for error and deleted files. Setting Preferences To select preferences, follow these steps: Start automatically Select this option so that FMU is configured to start automatically and run as a resident application when the computer is started.

  • Page 8: Receiving Folder

    5 Receiving Folder The receiving folder is a shared folder on a computer that holds scanned data files. When a document is scanned on an MFP, the data file is transferred to a receiving folder. The application checks this folder, and applies distribution criteria to the files in the folder.

  • Page 9: Editing A Receiving Folder

    Receiving Folder Click Apply to add the folder to the list of receiving folders. The receiving folder appears in the file receiving folders list box, along with the settings you have specified. Click Close to return to the Main screen. Note: If you added a receiving folder in the Windows XP Workgroup environment, right-click the shared folder to open its properties.

  • Page 10: Distribution Rule

    6 Distribution Rule The distribution rules are applied to each file in the receiving folder, and each file that meets the given rule is distributed accordingly. Adding Distribution Rule In the Main screen, click Distribution Rule. In the Distribution Rule dialog box, click New. The Folder Settings tab becomes active.

  • Page 11: Distribution Filter

    Distribution Rule If necessary, select Attach information file (.csv) to send the information file along with the scan data file. If not selected, the information file is sent to the deleted folder. Set the options in the Advanced Filter area as needed. These settings apply to files scanned from MFP systems that support workflow functions.

  • Page 12: Editing Distribution Rule

    Distribution Rule Editing Distribution Rule In the Main screen, click Distribution Rule. The Distribution Rule dialog shows the current Distribution Rule. The Folder Settings tab is active. Select the ID for the Distribution Rule you want to edit. On the Folder Settings tab, select from List of folders and click Edit.

  • Page 13: Distribution Log

    7 Distribution Log The Distribution Log maintains a list of actions performed by the application. You can back up the log to a file, or clear the log. The log contains information files distributed by the application. View the Distribution Log In the Main screen, click the Distribution Log icon.

  • Page 14: Chapter 8 Workflow

    8 Workflow With FMU, you can create custom workflows for handling scanned documents. The added workflows can be selected and run from the Application or Favorites screen on the MFP operation panel. A customized button can be displayed on the operation panel of an MFP to trigger a custom workflow.

  • Page 15: Workflow Controls

    Workflow Enter the Scanned file name for the scan file. If the same file name exists on the destination folder, the file name is changed using date information by default. This depends on the Distribution Action specified in the Distribution Rule dialog.

  • Page 16: Specifying Scanning Preferences

    Workflow Specifying Scanning Preferences You can set preferences on a device for scanning an image, depending on the device model. The check boxes of each scanning option are only available on certain device models. If a check box option for a device model is set to ON, then the settings are displayed on the front panel of the device.
  • Page 17 Workflow Click Delete. A confirmation message will display asking to delete the selected workflow, click Yes. Click Close to return to Main screen. File Management Utility...

  • Page 18: Import/Export Workflow

    9 Import/Export Workflow You can copy workflow settings from one source device or file, or replace workflow settings on a multiple target devices. To enable Import/Export Workflow, select at least one MFP device in Main screen. This button is disabled if selected device does not support HyPAS or Sheet Extension. Import from Device This function can import all workflows from source device to selected target devices in Main screen.

  • Page 19: Export To File

    Import/Export Workflow Click Browse to locate the XML file. Click Next and the Summary Page will display. This page shows the selected method, source file and selected target devices. Click Next to set workflows to selected devices. Workflow Setup will display the Status and Result during workflow setup for each MFP.
  • Page 20 Rev. 3.01 2013.3...

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