1. Manuals
  2. Brands
  3. eCopy Manuals
  4. Software
  5. ShareScan 4.2
  6. Installation and setup manual

eCopy ShareScan 4.2 Installation And Setup Manual

For oce imagistics devices
Hide thumbs
Table of Contents

Advertisement

Quick Links

Download this manual
™
®
eCopy
ShareScan
4.2
Installation and Setup Guide
for Océ Imagistics devices
Part Number: 73-00267-1 (01/2008)

Advertisement

Table of Contents
loading
Need help?

Need help?

Do you have a question about the ShareScan 4.2 and is the answer not in the manual?

Questions and answers

Related Manuals for eCopy ShareScan 4.2

Summary of Contents for eCopy ShareScan 4.2

  • Page 1 ™ ® eCopy ShareScan Installation and Setup Guide for Océ Imagistics devices Part Number: 73-00267-1 (01/2008)
  • Page 2 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.

  • Page 3: Table Of Contents

    ............3 What’s new in ShareScan 4.2 .
  • Page 4 ........100 eCopy Connector for Microsoft Exchange Local Address Book Settings .
  • Page 5 ....... .117 eCopy Connector for SMTP using LDAP Properties ......121 eCopy Connector for Fax via SMTP .
  • Page 6 ..........200 Quick reference to using an eCopy Connector .
  • Page 7 | vii List of Tables TABLE 1. System properties: General tab ........43 TABLE 2.
  • Page 8 TABLE 48. Scan to eCopy Desktop Properties: General settings ..... . 160 TABLE 49. Scan to eCopy Desktop: Destination settings ......161 TABLE 50.
  • Page 9 | ix TABLE 59. Copy settings ........... .212 TABLE 60.

  • Page 11: Getting Started

    What’s new in ShareScan 4.2........

  • Page 12: Further Information

    The Reference section provides more detailed information about configuring the system and the eCopy ™ Connectors. It also describes how to manage the Client and use the eCopy Connectors. ShareScan Help: The Help files contain information about configuring the system, ■...

  • Page 13: Customer Support

    ShareScan Installation and Setup Guide Customer support Customer support is available to registered users of eCopy software during the warranty period or for the duration of your software support and maintenance agreement. Contact your supplier for details. The maintenance agreement identifies the service provider. In most cases, the dealer or distributor who provided the eCopy product to your organization also provides support.

  • Page 14: What's New In Sharescan 4.2

    ShareScan Suite, many more key office personnel can securely scan documents to PDF from their PC and then edit and share the scanned documents. The intuitive eCopy Desktop user interface offers advanced editing tools, including the ability to combine documents from both paper and electronic sources."...
  • Page 15 Enhancements to the eCopy Connector for Microsoft Exchange, including the ability to ■ configure read receipts. Enhancements to the eCopy Connector for Fax via SMTP, including a Wizard that makes it ■ easy to configure a connector profile. Enhancements to Scan to eCopy Desktop.

  • Page 17: Quick Start: Installing And Setting Up Sharescan

    Installing eCopy ShareScan ........

  • Page 18: 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 ScanStation)
  • Page 19 For example, the eCopy Connector for Microsoft Exchange enables users to scan documents and e-mail them using Microsoft Exchange. The eCopy Connector for Fax via Lotus Notes enables users to scan documents and fax them using Lotus Notes.

  • Page 20: Installation Tasks

    Install the touch screen driver on the ScanStation. However, you do not need to install this ■ driver if you have an existing ScanStation on which the driver was pre-loaded. Install the ShareScan software (Services Manager, Administration console, eCopy ■ Connectors supplied with the installation program, and Client) on the ScanStation.

  • Page 21: Installing The Océ Remote Scan Driver

    ® eCopy ShareScan Installation and Setup Guide Installing the Océ Remote Scan Driver The ScanStation uses a TWAIN driver to get input from the device. You must install and configure the driver before licensing the device. You can use Océ’s Remote Scan Driver.

  • Page 22: Installing Ecopy Sharescan

    Select the connectors you want to install. Note: You can use the Copy Connector on some, but not all, devices running eCopy ShareScan Embedded software. If you try to activate a Copy connector profile on an unsupported device, the system will display an error message. You can use the Fax via Print Connector only on a...
  • Page 23 ® eCopy ShareScan Installation and Setup Guide Click Next. You must install the Lotus Notes client before you can install the Lotus Notes e-mail or fax connector. The Lotus Notes e-mail and fax connectors will not be available for installation unless the Lotus Notes client is installed on the computer running the Services Manager.

  • Page 24: Licensing Devices

    Quick Start: Installing and setting up ShareScan Licensing devices You license the product from the Administration console. To do this, you perform the following tasks: Select a Services Manager (see page 15). ■ Add the product key to the local license database. ■...
  • Page 25 Installation and Setup Guide To select a Services Manager: Select Start > Programs > eCopy Applications > ShareScan Administration. The Select ShareScan Manager window opens. The first Services Manager in the list is most often the local computer, the one that you typically want to administer.
  • Page 26 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 27 ® eCopy ShareScan Installation and Setup Guide Click Start Discovery, select the device that you want to use, and then click OK. The system displays the product key information.
  • Page 28 Read the registration message, click OK, and then click Done. Click Report to generate a license report. The eCopy Registration Web site enables you to upload the product key information needed to register eCopy-enabled devices from the license report. You typically complete the registration process after adding one or more product keys to the License Information pane and generating the license report.
  • Page 29 ® 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 30: Configuring And Activating Connector Profiles

    This section describes the basic process of configuring and activating a connector profile, using the eCopy Connector for Microsoft Exchange as an example. It does not provide any information about configuring a local address book, which is a more advanced function. For detailed information about configuring a profile for this connector, see page 95.

  • Page 31: Specifying Properties For A Connector Profile

    ® eCopy ShareScan Installation and Setup Guide 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 32 Quick Start: Installing and setting up ShareScan 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 33 ® eCopy ShareScan Installation and Setup Guide 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.
  • Page 34 Quick Start: Installing and setting up ShareScan Click Properties. The Exchange Properties window opens. Select the Basic Settings tab. Enter the ShareScan User information and then click Test. When the console displays the “Test successful” message, proceed to the next step.
  • Page 35 ® eCopy ShareScan Installation and Setup Guide 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 36 To specify the default note, select Notes in the Message area and then select a note. 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. Click Save to save changes to the profile.
  • Page 37 ® eCopy ShareScan Installation and Setup Guide 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.
  • Page 38 Quick Start: Installing and setting up ShareScan 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.

  • Page 39: Specifying Services For A Connector Profile

    ® eCopy ShareScan Installation and Setup Guide 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 40 Quick Start: Installing and setting up ShareScan 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 41: Activating Connector Profiles

    ® eCopy ShareScan Installation and Setup Guide 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.
  • Page 42 Quick Start: Installing and setting up ShareScan 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 43 ® eCopy ShareScan Installation and Setup Guide Select a configured profile, such as “exchange_express”. If your company uses Document Services, use the Select a Document Service Profile list to select the Document Services profile that you want to associate with the connector profile.

  • Page 44: Configuring And Starting The Scanstation Client

    This section provides you with basic information about configuring and starting the ScanStation Client. For information about managing the Client, see page 191. For information about using eCopy Connectors, see page 199. To configure the ScanStation Client: In the console tree, select Devices > <device_name> > Manage.
  • Page 45 ® eCopy ShareScan Installation and Setup Guide Select the Settings tab, enter a password in the Password (Exit) field, and then click Save. Specifying an exit password prevents unauthorized users from quitting the Client. Important! By default, the system keys are secured and the taskbar is hidden. This ensures that users cannot shut down the ScanStation, invoke the Start menu, or access other applications.
  • Page 46 Quick Start: Installing and setting up ShareScan Select the ScanStation Logon tab. You must specify logon credentials on this tab. The Client will not start if the credentials fields are blank. To specify your logon credentials: Select the Use preceding credentials to start/stop the ScanStation Client check ■...
  • Page 47 To start the Client: Note: If you are using ShareScan on a Windows Vista operating system, you must start the Client by selecting Start > Programs > eCopy Applications > ScanStation Client. Select the Status tab. Under lient Status, click Start.
  • Page 48 Quick Start: Installing and setting up ShareScan Press the connector button. If prompted, select your TWAIN-enabled device. To quit the Client, use either of the following methods: If you are using the hard keyboard, press ESC or A +F4. ■ When the Exit window opens, enter the exit password and then select Yes.

  • Page 49: 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 50: Starting, Stopping, And Restarting The Services Manager

    Reference: Configuring the system Starting, stopping, and restarting the Services Manager The Services Manager runs as a Windows service. You start or stop, and restart, the Services Manager from the Administration console. To start, stop, or restart a Services Manager: To start, stop, or restart a Services Manager, use either of the following methods: In the console tree, right-click the name of the Services Manager.

  • Page 51: Setting Security Options For A Services Manager

    ® eCopy ShareScan Installation and Setup Guide 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 and to publish connector profiles to that Services Manager.
  • Page 52 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 and connector profile publishing option.

  • Page 53: Configuring System Properties

    Session Logon settings, and tracing information. The System Properties pane also contains a Bates Numbering tab; Bates Numbering is an add-on eCopy Service. For more information, see the eCopy Bates Numbering Service Administrator’s Guide. Configuring general system properties The General tab displays version, language, and operating system information.

  • Page 54: Table 2. System Properties: Advanced Tab

    Reference: Configuring the system To configure advanced system properties: In the console tree, select System Information > Properties and then select the Advanced tab. Configure the advanced properties (see Table 2). Click Save. TABLE 2. System properties: Advanced tab Section Field Name Description Encryption...

  • Page 55: Configuring Keyboard Settings

    ® eCopy ShareScan Installation and Setup Guide Configuring keyboard settings The Keyboard Settings tab enables you to select a language for the hard keyboard as well as for the on-screen keyboard. It also enables you to configure additional settings for the on-screen keyboard.

  • Page 56: Configuring Session Logon

    Session Logon is enabled. If you enable Session Logon for the Quick Connect, LDAP/SMTP, or Fax via SMTP connectors, eCopy recommends that you refer to the connector-specific configuration section for information about selecting the authentication type.

  • Page 57: Table 4. System Properties: Session Logon Tab

    ® eCopy ShareScan Installation and Setup Guide TABLE 4. System properties: Session Logon tab Section Field Name Description Directory The directory service that manages your list of users: Windows Services Active Directory or Novell Directory Services. Domain The Windows domain, or, for Novell, the preferred NDS Server Name or IP address.

  • Page 58: 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 Technical Support. Enabling tracing will slow down overall system performance. To configure system tracing: In the console tree, select System Information >...

  • Page 59: Licensing Devices

    Installation and Setup Guide 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 50).

  • Page 60: Adding Product Keys

    When you activate the key for a device, eCopy associates the serial number of the device with the site key. When the number of devices associated with the key reaches the predefined limit, you can no longer use the site key to activate devices.

  • Page 61: Deleting Product Keys

    ® eCopy ShareScan Installation and Setup Guide Deleting product keys You should only delete a key if you are upgrading the license type, for example, if you are upgrading the key from “Evaluation” to “Full Product”. If you delete a key that has been activated, you may lose the use of that key.

  • Page 62: Activating Licenses

    If you have an Internet connection, click Activate via Internet. ■ The system sends information to the eCopy activation Web server, which returns a license code. Use the license code to activate your license. If you do not have an Internet connection, click Activate Manually and then follow ■...

  • Page 63: Generating A License Report

    ® eCopy ShareScan Installation and Setup Guide 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 64: Monitoring Scanning Activity

    Reference: Configuring the system 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 65: Reporting Scanning Activity

    ® eCopy ShareScan Installation and Setup Guide 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.

  • Page 66: Backing Up And Sharing Configuration Files

    Reference: Configuring the system 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 67 ® eCopy ShareScan Installation and Setup Guide 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 68: 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 69 ® eCopy ShareScan Installation and Setup Guide 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.

  • Page 71: Reference: Common Configuration Information For Connectors

    You can create multiple profiles for each connector and you can activate each connector profile on multiple devices. You can also publish groups of connector profiles to all eCopy-enabled devices on the network.

  • Page 72: 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 12). 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 73 The setup program installs the software and registers it on the Services Manager. The connector then appears in the console tree. To remove an eCopy Connector supplied on a separate CD or by download : Run the connector's installation program and then select the Uninstall option.

  • Page 74: 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 75: Activating Connector Profiles

    ® eCopy ShareScan Installation and Setup Guide 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.
  • Page 76 Save. Select the Selection tab and then click Save. The profile is activated on the device. Note: You can publish connector profiles individually or in groups to one or more eCopy-enabled devices (see page 181).

  • Page 77: Configuring Document Services

    (line removal, de-skew, de-speckle, anti-aliasing etc.) on your scanned documents. To learn more about Document Services, please contact your eCopy vendor. To configure a Document Service In the console tree, select Document Services and then double-click the document service you want to configure.

  • Page 78: Configuring Common Properties Settings

    Reference: Common configuration information for connectors Configuring common Properties settings This section describes how to configure the properties and operations that are common to multiple connectors. Display (see page 69) ■ Content (see page 70) ■ Express (see page 72) ■...

  • Page 79: Configuring The Display Properties

    ® eCopy ShareScan Installation and Setup Guide 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.

  • Page 80: Configuring The Content Properties

    Reference: Common configuration information for connectors 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.
  • Page 81 Includes the specified byline for scanned documents whose format is PDF or TIFF. Enable .cpy file Includes the standard eCopy byline for scanned documents format byline whose format is eCopy (CPY). The standard byline is: "To view .cpy files, download the latest free eCopy Viewer at: http://www.ecopy.com/downloads/viewer."...

  • Page 82: Configuring The Express Properties

    Click Save, select or specify the profile name, and then click Save. TABLE 11. Connector Properties: Express tab Connector Field/Button Description eCopy Connectors for: Subject The subject line for the e-mail to which the scanned document Microsoft Exchange is attached.
  • Page 83 TABLE 11. Connector Properties: Express tab (continued) Connector Field/Button Description eCopy Connectors for: Destination List When you enable the Express mode, you can use the available Fax via Microsoft buttons to add, edit, remove, and change the positions of the Exchange destinations in the Destinations list.
  • Page 84 Reference: Common configuration information for connectors 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.

  • Page 85: Configuring The Search While Typing Option

    “ch”. As the user enters “r”, the Client displays the first address entry that begins with “chr”. If there are multiple users with the name “Chris”, the user can press the down arrow and select “Chris Levesque”. eCopy recommends that you select this option only when the address list server responds fast enough to allow rapid auto-completion.

  • Page 86: Configuring File Name And Index Fields

    Reference: Conmmon configuration information for connectors 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. When you create file name fields or index fields, you select the field type in the editor. The following fields are available in the Field Editor window: TABLE 12.
  • Page 87 ® eCopy ShareScan Installation and Setup Guide TABLE 13. Field Editor: Available field types (continued) Field Type Available Settings Device Name No additional settings. File Name The name of the scanned file. File Size The size (in KB) of the scanned file.

  • Page 88: Configuring The Fax Address Format

    Reference: Common configuration information for connectors 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 Fax Number Prefix Suffix Name Separator...
  • Page 89 ® eCopy ShareScan Installation and Setup Guide 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 90: Configuring Support For Local Address Books

    When enabled, the ShareScan address book stores e-mail addresses and fax numbers typed in at the eCopy-enabled device. This enables users at a device to select addresses and fax numbers from a local address book instead of having to type a recipient’s complete address or fax number each time.
  • Page 91 ® eCopy ShareScan Installation and Setup Guide 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.
  • Page 92 Reference: Common configuration information for connectors 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.

  • Page 93: Table 15. Settings For Creating A Local Address Book Database

    ® eCopy ShareScan Installation and Setup Guide Settings for creating a local address book database TABLE 15. Field/Button Description SQL Server Name list The computer where you installed SQL Express. If the server name does not appear on the list, you can enter it manually.

  • Page 94: Table 17. Data Link Properties Window: Connection Tab

    Reference: Common configuration information for connectors 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 95: Configuring Connector Services

    ® eCopy ShareScan Installation and Setup Guide Configuring connector Services This section describes how to configure the connector Services that are common to multiple connectors. Document Settings (see page 86) ■ Scanner Settings (see page 90) ■ Tracing settings (see page 91) ■...

  • Page 96: Configuring Document Settings

    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 Services button on the Client’s scan preview screen.

  • Page 97: Table 18. Services: Document Settings Tab

    If you select a TIF option, you must disable the Searchable Text and Encryption PDF/A options; they are not compatible with the TIF format. eCopy Color pages that are scanned using the PDF or eCopy format are automatically compressed. User The user can override the default setting.
  • Page 98 Reference: Common configuration information for connectors TABLE 18. Services: Document Settings tab (continued) Option Setting Description Document Default The default naming format for the scanned documents: Name DeviceName_ConnectorID_<DateTime>.ext Specify Specifies a default file name for the scanned documents. Name Advanced Specifies the fields that are used to build a file name for the scanned documents.
  • Page 99 ® eCopy ShareScan Installation and Setup Guide TABLE 18. Services: Document Settings tab (continued) Option Setting Description Batching Will be available for use with the profile. (for PDF and Will not be available for use with the profile. eCopy file...

  • Page 100: Configuring Scanner Settings

    Reference: Common configuration information for connectors 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 101: Configuring Tracing Settings

    ® eCopy ShareScan Installation and Setup Guide 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 Technical Support.

  • Page 103: Reference: Connector-Specific Configuration Information

    Connector for Fax via Microsoft Exchange ....... . .

  • Page 104: Copy

    Reference: Connector-specific configuration information Copy Copy enables users to perform a variety of copying functions using eCopy ShareScan Embedded software. When you activate the connector on a device running the embedded Client, the user does not need to quit the Client to make copies.

  • Page 105: Ecopy Connector For Microsoft Exchange

    Installation and Setup Guide 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 106: Table 21. Exchange: Connection Protocols

    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. eCopy also recommends that you configure Microsoft Outlook 2002, 2003, and 2007 to work with the Exchange server.
  • Page 107 Installation and Setup Guide 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).
  • Page 108 Reference: Connector-specific configuration information 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 85). Click Save, select the profile name, and then click Save.

  • Page 109: Exchange Connectors Wizard Settings

    ® eCopy ShareScan Installation and Setup Guide 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 110: Exchange Connectors Properties Settings

    Fax Format window: see Table 26, Exchange Properties: Fax Format Settings. ■ This window is available only if you are configuring the eCopy Connector for Fax via Microsoft Exchange. It enables you to specify the format of the fax addresses used by your server.

  • Page 111: Table 23. Exchange Properties: Basic Settings Tab

    Table 24. Test Validates the logon information. Search Search while typing Enables or disables the Search while typing option at the device. eCopy recommends that you create a generic Microsoft Exchange account for use by ShareScan.

  • Page 112: Table 24. Exchange Properties: Advanced Account Settings

    Reference: Connector-specific configuration information The following table describes the advanced account settings for each combination of protocols. For information about the protocols, see Table 21. TABLE 24. Exchange Properties: Advanced Account Settings Protocol Combination Field/Button Name Description (Advanced Settings tab) MAPI/MAPI Mailbox name different Tells the connector to use the name specified...
  • Page 113 ® eCopy ShareScan Installation and Setup Guide TABLE 24. Exchange Properties: Advanced Account Settings (continued) Protocol Combination Field/Button Name Description (Advanced Settings tab) LDAP/WEBDAV Server requires SSL for Select this option if the Exchange server Uses the same Global Catalog communication requires a Secure Socket Layer (SSL).

  • Page 114: Table 25. Exchange Properties: General Settings Tab

    Reference: Connector-specific configuration information 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 25. Exchange Properties: General Settings tab...

  • Page 115: Table 26. Exchange Properties: Fax Format Settings

    Send screen at the device. The button opens a Message Options screen where the user can configure the available options for the scanned document. Fax Format settings are available only for the eCopy Connector for Fax via Microsoft Exchange. Exchange Properties: Fax Format Settings TABLE 26.

  • Page 116: Table 27. Exchange Properties: Advanced Settings Tab

    Reference: Connector-specific configuration information TABLE 27. Exchange Properties: Advanced Settings tab Section Field Description Name Use External Resource Opens the Resource Forest Settings window where you specify Associated Account Forest information about a Global Catalog Server in the resource domain: Available only if the Locate Global Catalog Server at runtime: Selects a server in the ■...

  • Page 117: Ecopy Connector For Microsoft Exchange Local Address Book Settings

    ® eCopy ShareScan Installation and Setup Guide 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 118: Ecopy Connector For Fax Via Microsoft Exchange

    The eCopy Connector for Fax via Microsoft Exchange and the eCopy Connector for Microsoft Exchange have many common functions and settings. Where common information exists, cross- references in this section are to the relevant section of the eCopy Connector for Microsoft Exchange documentation.
  • Page 119 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 120: Ecopy Connector For Lotus Notes Mail

    Reference: Connector-specific configuration information 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 121: Table 28. Lotus Notes Mail Properties: Configure Tab

    ® eCopy ShareScan Installation and Setup Guide TABLE 28. Lotus Notes Mail Properties: Configure tab Section Field/Button Description ShareScan User Active ID File The name of the Lotus Notes ID file installed on the local The account used to computer.
  • Page 122 Reference: Connector-specific configuration information 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 85). Click Save, select the profile name, and then click Save.

  • Page 123: Ecopy Connector For Fax Via Lotus Notes

    Installation and Setup Guide 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 124 Reference: Connector-specific configuration information 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 29).

  • Page 125: Table 29. Fax Via Lotus Notes Properties: Configure Tab

    Encrypts communication with the HTTP server using SSL/ HTTPS. eCopy recommends that you create a generic Lotus Notes account for use by ShareScan. To configure eCopy Connector for Fax via Lotus Notes services: In the console tree, select Fax via Lotus Notes > Services.

  • Page 126: Ecopy Connector For Smtp Using Ldap

    Reference: Connector-specific configuration information 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 127: Smtp Using Ldap Connector Wizard Settings

    ® eCopy ShareScan Installation and Setup Guide 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 85). Click Save, select the profile name, and then click Save.
  • Page 128 Reference: Connector-specific configuration information TABLE 30. Wizard settings: SMTP using LDAP (continued) Wizard Window Field Description LDAP Server LDAP Server LDAP server settings: Settings Settings Server ■ Not available if you Port ■ select Active User DN ■ Directory as the Password ■...
  • Page 129 Tip: If you are using an Active Directory server and want the list of recipients to display groups as well as individuals, eCopy recommends that you retain the default setting, Common Name. If you select any other search criterion, users who want to send documents to a group must enter the complete e-mail address of the group at the device.
  • Page 130 Reference: Connector-specific configuration information TABLE 30. Wizard settings: SMTP using LDAP (continued) Wizard Window Field Description User Logon None Sends the user at the device directly to the Send screen without Settings displaying the Logon screen. If you select this option, you must specify a generic e-mail address or select the User modify option, or select both.

  • Page 131: Ecopy Connector For Smtp Using Ldap Properties

    ShareScan Installation and Setup Guide 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 132 Tip: If you are using an Active Directory server and want the list of recipients to display groups as well as individuals, eCopy recommends that you retain the default setting, Common Name. If you select any other search criterion, users who want to send documents to a group must enter the complete e-mail address of the group at the device.

  • Page 133: Table 32. Ldap/Smtp Properties: Advanced Ldap Tab

    Use square brackets to define custom attributes and static text to enter elements that remain constant, as in the following example that displays the sender or recipient’s title and their company (eCopy): [title] – eCopy John Smith (Software Engineer – eCopy) “title”...

  • Page 134: Table 33. Ldap/Smtp Properties: Smtp Settings Tab

    SSL is not enabled, Runtime: Prompt Prompts the user at the device to enter a user name and password eCopy Sender for a user when the user presses the Send button on the Send screen. recommends name and...

  • Page 135: Table 34. Ldap/Smtp Properties: User Logon Tab

    The Novell tree. This is required if you select the Novell option. Available only if you select eDirectory as the server type. Fax Format settings are available for the eCopy connector for Fax via SMTP only. LDAP/SMTP Properties: Fax Format Settings TABLE 35.

  • Page 136: Ecopy Connector For Fax Via Smtp

    Click Save, select or specify the profile name, and then click Save. Note: The eCopy Connector for Fax via SMTP and the eCopy Connector for SMTP using LDAP have many common functions and settings. Where common information exists, cross-references in this section...
  • Page 137 ® eCopy ShareScan Installation and Setup Guide 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 85). Click Save, select the profile name, and then click Save.

  • Page 138: Ecopy Connector For Captaris ™ Rightfax

    RightFax enables users to scan and fax documents from an eCopy-enabled device through an existing RightFax server. The connector is compatible with RightFax Server 9.0 with Service Pack 2 and 9.3. When configured appropriately, users can send files from their personal RightFax account and access their personal RightFax phone book for recipient selection.

  • Page 139: Table 36. Rightfax Properties: Configure Tab

    ® eCopy ShareScan Installation and Setup Guide ™ ™ To configure eCopy Connector for Captaris RightFax properties: In the console tree, select RightFax > Properties. Select the Display tab and then specify the settings (see Table 9). Select the Configure tab and then specify the settings (see Table 36).
  • Page 140 Reference: Connector-specific configuration information TABLE 36. RightFax Properties: Configure tab (continued) Section Field/Button Description Phone Books Enable Enables the user's personal RightFax phone book to be available for recipient selection. Add new recipients Enables users to add new recipients to their personal phone book using the Save Recipient option on the Send >...

  • Page 141: Table 37. Rightfax Properties: Billing Codes Tab

    If your company uses the Cost Recovery Service, you can choose to obtain Recovery codes from Cost the billing codes directly from the service through eCopy Data Publishing. Recovery When the Read billing codes from Cost Recovery option is selected, the Verify option is disabled for all billing codes.
  • Page 142 Reference: Connector-specific configuration information ™ ™ To configure eCopy Connector for Captaris RightFax services: In the console tree, select RightFax > Services. Configure the connector services (see page 85). Click Save, select the profile name, and then click Save. Notes: If you use Express with a RightFax connector profile, you must save the connector profile, with the RightFax server information, before you test your Express configuration.

  • Page 143: Ecopy Connector For Fax Via Print

    Installation and Setup Guide eCopy Connector for Fax via Print The eCopy Connector for Fax via Print enables users to scan and fax documents from an eCopy- enabled device through a third-party fax driver. The fax driver displays its own user interface, if any, on the ScanStation.
  • Page 144 Reference: Connector-specific configuration information To configure eCopy Connector for Fax via Print services: In the console tree, select Fax via Print > Services. The Services window appears. Configure the connector services (see page 85). Click Save, select the profile name, and then click Save.

  • Page 145: Quick Connect

    ® eCopy ShareScan Installation and Setup Guide Quick Connect 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 146 Reference: Connector-specific configuration information To configure Quick Connect properties: In the console tree, select Quick Connect > Properties. Select the Display tab and then specify the settings (see Table 9). Select the Destinations tab and then define a scanning destination (see page 137). Select the File Name tab and then define any file naming fields (see page 141).

  • Page 147: Defining A Scanning Destination

    ® eCopy ShareScan Installation and Setup Guide Defining a scanning destination The Destinations tab enables you to define scanning destinations. You must define at least one destination. If you define more than one destination, Quick Connect will prompt the user to select one during the scanning process.
  • Page 148 You specify the domain/tree to use for authentication. Note: If you select FTP Folder as a destination type and Session Logon is enabled, eCopy recommends that you select "None" or "Logon as" as the authentication type.
  • Page 149 LDAP Server Settings window Note: If you select SMTP Message as the destination type and Session Logon is enabled, eCopy recommends that you select the same authentication type that you selected for Session Logon. Destination Specifies SMTP destinations.
  • Page 150 Reference: Connector-specific configuration information TABLE 39. Quick Connect Properties: Destination types (continued) Destination Section Field/ Description Type Button Destination Destinations Name, Enables you to create a list of destinations to which List Location, and the connector profile can send scanned documents. Network When you add a destination to the list, you specify the destination name, type, and location, as well as the...

  • Page 151: Defining A File Naming Field

    Installation and Setup Guide 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, which names scanned ■...

  • Page 152: Defining Index Fields

    Reference: Connector-specific configuration information To define file naming fields: Select the File Name tab. Click New. Use the Field Editor see Table 12 to define a file name field and its default values The Default, User modify, and Required fields are not available with all field types. Click OK.

  • Page 153: Configuring An Index File

    ® eCopy ShareScan Installation and Setup Guide 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 154 Reference: Connector-specific configuration information There are three types of index values. The type of index value determines the frequency of ■ changes to index values (see Table 41). Quick Connect: Types of index values TABLE 41. Type of Description Used with following field index value types System...

  • Page 155: Setting A Database As A Destination

    ® eCopy ShareScan Installation and Setup Guide To configure the index file: Select the Index File tab. In the File Format area, select the format of the index file. If the Batching option is enabled and you want to create a single index file, select Create single index file when Batching is enabled.
  • Page 156 Reference: Connector-specific configuration information Configure the data source (see page 150). When you have successfully configured the data source, the Data Field Selector window opens. On the Map Document Destination tab, under Select Table Name, select a table. The Database Fields list displays only those columns that have been defined as IMAGE or STRING data types.

  • Page 157: Mapping Index Fields To Fields In A Database

    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 158 Reference: Connector-specific configuration information To map index fields to fields in a database: In the console tree, select Quick Connect > Properties. Select the Index File tab, click New, and then define each index field that you want to map (see page 142).

  • Page 159: Using A Database As The Source Of Field Values

    ® eCopy ShareScan Installation and Setup Guide 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 160: Configuring A Data Source

    Reference: Connector-specific configuration information 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 161: Table 42. Quick Connect: Database Types And Settings

    ® eCopy ShareScan Installation and Setup Guide TABLE 42. Quick Connect: Database types and settings Database type Settings Microsoft Access Specifies the path to the Access database (*.MDB), which can be on a local drive or on a Universal Naming Convention (UNC) path.

  • Page 162: Scan To Ecopy Desktop

    Depending on the configuration of the connector, the recipient may be the user scanning the document or any other eCopy Desktop user whose scan inbox is set up to receive scanned documents via the connector. The connector can also be configured to send scanned documents to Windows, Novell, or FTP folders.

  • Page 163: About Ecopy Desktop Scan Inboxes And Home Directories

    Installation and Setup Guide About eCopy Desktop scan inboxes and home directories eCopy Desktop can use both scan inboxes and 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 164 Network home directories configured through a logon script are not supported. You configure a Scan to eCopy Desktop connector profile to scan to a single inbox type: scan inboxes or network home directories. You cannot configure the connector profile to scan to both types of inboxes.

  • Page 165: About The Inbox Root Directory

    Desktop needs to connect to scan inboxes or network home directories (see page 165). Before you can use the Scan to eCopy Desktop Connector, you must configure the Inbox root directory (see page 157). The connector automatically assigns specific file and folder permissions to ensure inbox security (see Table 45 or see Table 46) depending on your network environment.

  • Page 166: Table 46. Inbox Root Directory Permissions (Novell Netware [Nds])

    Full control: applied automatically <groupname> Full control (your designated ShareScan Administrator group) Everyone None Supporting multiple Inbox root directories For information on the support of multiple Inbox root directories, refer to the Ask eCopy knowledge base, or contact eCopy Customer Support.

  • Page 167: Preconfiguring Scan To Ecopy Desktop

    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 168: Configuring Scan To Ecopy Desktop

    This option allows you to send scanned documents to network locations, such as Windows, Novell, or FTP folders. Select Inbox Agent > Start Service. The Inbox Agent provides eCopy Desktop with the path information that eCopy Desktop needs to connect to scan inboxes or network home directories.

  • Page 169: Table 47. Scan To Ecopy Desktop Properties: Environment Settings

    Single domain Select this option if you upgraded from a version of ShareScan environment) mode prior to version 4.2, or if you are running ShareScan 4.2 as (recommended) well as prior versions of ShareScan in the same environment. Multiple domain Select this option only if you are running ShareScan 4.2...

  • Page 170: Table 48. Scan To Ecopy Desktop Properties: General Settings

    Subdirectory Available when you select Home Directories as the inbox type. eCopy recommends that you scan to a subdirectory in the network home directory. If the subdirectory does not exist at the time of scanning, the connector will create it using the credentials of the authenticated user.
  • Page 171 ® eCopy ShareScan Installation and Setup Guide Destination settings Scan to eCopy Desktop enables you to scan to the following destination types: Windows Folder ■ Novell Folder: If Novell is installed. ■ FTP Folder ■ For each type of folder you must supply the folder location and authentication settings.
  • Page 172 For FTP folders, you specify the user ID and password. Note: If you select FTP Folder as a destination type and Session Logon is enabled, eCopy recommends that you select "None" or "Specify Credentials (Authenticate user at runtime" as the authentication type.
  • Page 173 Installation and Setup Guide Advanced account settings are used in the configuration of scan inboxes and destinations for Windows Active Directory and Novell eDirectory. TABLE 50. Scan to eCopy Desktop: Advanced Account settings Environment type Field name Description Windows Active...
  • Page 174 Reference: Connector-specific configuration information TABLE 50. Scan to eCopy Desktop: Advanced Account settings (continued) Environment type Field name Description Novell eDirectory Novell Locate server at runtime: Enables the user to select a server at the eDirectory device. Server settings Always use the following server: The name of the Novell eDirectory Server to be used at the device.

  • Page 175: About The Inbox Agent

    Example If you are logged on to your PC as <auser>, eCopy Desktop sends a UDP message to the Inbox Agent requesting the path to your scan inbox. The Inbox Agent looks up <auser> in the userdirs.txt file and returns the...
  • Page 176 Reference: Connector-specific configuration information 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 177: Scan To Printer

    Installation and Setup Guide 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.
  • Page 178 Reference: Connector-specific configuration information To configure eCopy Scan to Printer Connector services: In the console tree, select Scan to Printer > Services. Configure the connector services (see page 85). Click Save, select the profile name, and then click Save.

  • Page 179: 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 180: 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.

  • Page 181: Specifying Default Scanner Settings

    ShareScan Installation and Setup Guide 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 90.) To specify default scanner settings for a device: In the console tree, select Devices >...

  • Page 182: Configuring Activity Tracking

    The Activity Tracking function writes detailed information about each job to a log file. Alternatively, you can use the eCopy Cost Recovery Service to integrate the selected device with an Equitrac or Copitrak terminal. For more information, see the eCopy Cost Recovery Service Administrator’s Guide.

  • Page 183: Configuring The Activity Logging Function

    ® eCopy ShareScan Installation and Setup Guide 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-...

  • Page 184: Table 52. Devices: Activity Logging Tab

    Reference: Managing eCopy-enabled devices TABLE 52. Devices: Activity Logging tab Section Field/Button Description Activity Log Activity Log Location The full path and file name for the log file, Location field ShareScanOPActivity.log. The location must be in the current Windows domain or in a trusted Windows domain.

  • Page 185: Table 53. Activity Logging: Basic And Extended Fields

    ® eCopy ShareScan Installation and Setup Guide TABLE 53. 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.

  • Page 186: 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 187: Configuring The Document Tracking Function

    ® eCopy ShareScan Installation and Setup Guide 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.

  • Page 188: Table 54. Devices: Document Tracking Folder Settings

    Reference: Managing eCopy-enabled devices TABLE 54. Devices: Document Tracking folder settings Section Field Description Folder Location field The full path and file name for the folder. The location must be in the Location current Windows domain or in a trusted Windows domain.

  • Page 189: Configuring The Id Services Function

    ® eCopy ShareScan Installation and Setup Guide 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 190 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 ■...

  • Page 191: Publishing Connector Profiles

    ® eCopy ShareScan Installation and Setup Guide Publishing connector profiles You can publish groups of connector profiles to one or more eCopy-enabled devices. You can ™ publish to eCopy ScanStation devices and to devices running eCopy ShareScan Embedded software at the same time.

  • Page 192: Summary Of The Publishing Process

    Publish ignores it. For example, assume that you created a group that includes profiles for the following connectors: Copy, Exchange, Quick Connect, Scan to eCopy Desktop, and Fax via Print. You want to publish this group to a ScanStation device and to an embedded device. The Publish function will ignore Fax via Print when it publishes the group of profiles to the embedded device.
  • Page 193 ® eCopy ShareScan Installation and Setup Guide To create a new group of profiles: In the console tree, right-click Devices and then select Publish connector profiles. The Publish Connector Profiles window opens. In the Base location field, specify where you want to save the publishing information.
  • Page 194 Reference: Managing eCopy-enabled devices Click New. The Create Profile window opens. In the Profile Name field, enter a name for the group of connector profiles. In the Activate Connector column, select a connector for which you want to include one or more profiles.
  • Page 195 ® eCopy ShareScan Installation and Setup Guide Select the connector profiles that you want to publish and then click OK. The Create Profile window opens. Select additional connector profiles that you want to publish. You can publish up to nine connector profiles to any device.
  • Page 196 Reference: Managing eCopy-enabled devices If the device that you want to add is not on the list, click Add Devices. The Select Devices window opens. Go to step 4. If the device that you want to add is on the list, select its check box and then click Done.
  • Page 197 ® eCopy ShareScan Installation and Setup Guide In the list of available devices, select the target devices: ScanStation devices: Select each ScanStation that you want to publish the profile to ■ and then click Add. The devices are listed in the Target area.
  • Page 198 Reference: Managing eCopy-enabled devices To save profiles and publishing information: In the console tree, right-click Devices and then click Publish connector profiles. The Publish Connector Profiles window opens. Leave the specified Base location or select a new one. Click Save.
  • Page 199 ® eCopy ShareScan Installation and Setup Guide To edit a group: In the console tree, right-click Devices and then click Publish connector profiles. The Publish Connector Profiles window opens. Select the group of profiles that you want to modify. Click Edit.
  • Page 200 Reference: Managing eCopy-enabled devices To create a copy of a group: Sometimes it is easier to copy and edit an existing group of connector profiles than to create a new group from scratch. In the console tree, right-click Devices and then click Publish connector profiles.

  • Page 201: Reference: Managing The Scanstation Client

    ® eCopy ShareScan Installation and Setup Guide Reference: Managing the ScanStation Client ™ ™ The eCopy ScanStation Client runs on an MFP or scanner connected to a ScanStation. You manage and configure the Client from the Administration console. Developers can use the console to select a test file for use with the SDK simulator.

  • Page 202: Selecting A Different Twain Driver

    Reference: Managing the ScanStation Client Selecting a different TWAIN driver You select a TWAIN driver when you license a TWAIN scanner. You may need to select a different driver if you change the device or if you selected the wrong driver. Note: The TWAIN driver that you select must be from the same manufacturer as the device.

  • Page 203: Configuring The Client To Use A Twain Driver's Own Interface

    In the console tree, select Devices > <device_name> > Manage. Select the Status tab. If you are using a Send to eCopy key that supports the use of both Send to eCopy and a TWAIN driver, select Enable TWAIN. Select Use TWAIN user interface for settings.

  • Page 204: Starting And Stopping The Client

    On a ShareScan system running on Windows Vista, you cannot start the Client from the Administration console. To start the Client at the device: Select Start > Programs > eCopy Applications. Select ScanStation Client. To quit the Client at the device:...
  • Page 205 ® eCopy ShareScan Installation and Setup Guide Select the ScanStation Logon tab. Make sure that this tab contains logon credentials. The Client will not start if the ■ credentials fields are blank. Select the Use preceding credentials to start/stop the ScanStation Client option.

  • Page 206: Selecting The Scanstation Keyboard

    Reference: Managing the ScanStation Client Selecting the ScanStation keyboard You can configure the ScanStation Client to use a hard keyboard or an on-screen (soft) keyboard. There are several situations where you may want to enable the on-screen keyboard: You are using the product on an old ScanStation (black box). ■...

  • Page 207: Configuring Logon Settings

    ® eCopy ShareScan Installation and Setup Guide Configuring logon settings You can configure the ScanStation to automatically start the Client and log on as a specified user whenever the ScanStation is started. If you do not do this, you must start the Client manually each time you start the ScanStation.

  • Page 208: Enabling Logging

    The Test file field enables developers working with the SDK to select a file that can be used with the simulator. This functionality is only available in development mode. For information about developing connector applications, refer to the documentation provided with the eCopy ShareScan Connector SDK. Click Save.

  • Page 209: Reference: Using Ecopy Connectors

    Connector for Fax via Microsoft Exchange ....... . .

  • Page 210: Using The On-Screen Keyboard

    Reference: Using eCopy Connectors Using the on-screen keyboard The sequence of some procedures depends on whether you are using a hard keyboard or the on- screen keyboard for text input. Notes: ScanStation devices support a hard keyboard and the on-screen keyboard; for information about specifying the keyboard to be used on a ScanStation, see the “Configuring the keyboard”...

  • Page 211: Quick Reference To Using An Ecopy Connector

    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 212 Reference: Using eCopy Connectors To use an eCopy Connector: Place your document in the feeder or on the glass. Access the Client. On a ScanStation, the touch screen always displays the main Client screen. When Session Logon is enabled, the Logon screen is the first Client screen.
  • Page 213 ® eCopy ShareScan Installation and Setup Guide If your system is configured to use the Session Logon feature, enter your user credentials on the Logon screen. If you enabled Search while typing on the Session Logon tab, the connector will search for matching address list entries after each character you enter in the User Name field.
  • Page 214 Reference: Using eCopy Connectors Press Scanner Settings to change any of the settings, such as the paper size, color depth, brightness, and resolution (see page 90) and then press OK. Note: If you configured the ScanStation Client to use the TWAIN driver’s own interface, the Page and Scanner tabs will not appear.
  • Page 215 ® eCopy ShareScan Installation and Setup Guide If prompted, enter any pre-scan information that the connector requests. (You can configure some connectors to request information before they scan the document.) When the connector finishes scanning the document, it displays the last page of the scanned document on the scan preview screen.
  • Page 216 Reference: Using eCopy Connectors Press Document Settings to review the settings, such as the file format (see page 86). The settings are grouped on two tabs, Services and More. The More tab appears only if you enable the Batching or Blank Page Removal settings.
  • Page 217 ® eCopy ShareScan Installation and Setup Guide 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 57].) Note: If the profile is configured to use the Express or Send to self features, the Send screen will not appear.
  • Page 218 Reference: Using eCopy Connectors If the Search while typing option is enabled and the profile is configured to search the Global Address List and the Outlook Contacts folder for recipient names, as well as to allow you to manually enter e-mail addresses, the connector displays the first address in the address list or Contacts folder that matches the characters that you type.

  • Page 219: Table 57. Client: Send Screen Settings

    ® eCopy ShareScan Installation and Setup Guide Select one of the post-scanning options (see Table 58): TABLE 57. Client: Send screen settings Field/Option Applicable Description connectors From E-mail, Fax via If this field is blank, enter your e-mail address in the field.
  • Page 220 Reference: Using eCopy Connectors TABLE 57. Client: Send screen settings (continued) Field/Option Applicable Description connectors Message Exchange (e-mail) Message settings that are also available through Microsoft Outlook and Options OWA (Outlook Web Access): Importance, Sensitivity, Delivery Receipt, Read Receipt. The availability of each setting depends on the configuration of the connector profile.

  • Page 221: Table 58. Client: Post-Scanning Options

    ® eCopy ShareScan Installation and Setup Guide TABLE 58. Client: Post-scanning options Option Description Log Out Displays the Logon screen. Appears only when Session Logon is enabled. New Job Displays the main Client screen. Appears only when Session Logon is enabled.

  • Page 222: Copy

    Reference: Using eCopy Connectors Copy Copy is available for some devices running ShareScan Embedded software. If you try to activate a Copy profile on an unsupported device, the system will display an error message. Before using a connector, review the quick reference section (see page 201). That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings.

  • Page 223: Ecopy Connector For Microsoft Exchange

    To use eCopy Connector for Microsoft Exchange: Place your document in the feeder or on the glass and then access the Client. If prompted, enter your logon information.
  • Page 224 Reference: Using eCopy Connectors If prompted, enter your user name and password. If the Send screen appears, select or enter the recipients of the scanned document, and, optionally, specify subject line and notes information (see Table 57). If the Options button appears at the bottom of the screen, you can configure one or more of the following message options: Importance, Sensitivity, Delivery Receipt, Read Receipt.

  • Page 225: Ecopy Connector For Fax Via Microsoft Exchange

    To use eCopy Connector for Fax via Microsoft Exchange: Place your document in the feeder or on the glass and then access the Client.
  • Page 226 Reference: Using eCopy Connectors If the Send screen appears, specify the settings (see Table 57). If the recipient is in your local address book or Outlook contacts, you can search by fax ■ number, first name, or last name, depending on how your connector is configured.

  • Page 227: Ecopy Connector For Lotus Notes Mail

    To use eCopy Connector for Lotus Notes Mail: Place your document in the feeder or on the glass and then access the Client.
  • Page 228 Reference: Using eCopy Connectors If prompted, enter your user name and password. If the Send screen appears, specify the settings (see Table 57). Press the delivery button (Send or Next, depending on the Client). Select one of the post-scanning options (see Table 58).

  • Page 229: Ecopy Connector For Fax Via Lotus Notes

    To use eCopy Connector for Fax via Lotus Notes: Place your document in the feeder or on the glass and then access the Client.
  • Page 230 Reference: Using eCopy Connectors Press the delivery button (Send or Next, depending on the Client). Select one of the post-scanning options (see Table 58).

  • Page 231: Ecopy Connector For Smtp Using Ldap

    To use eCopy Connector for SMTP using LDAP: Place your document in the feeder or on the glass and then access the Client.
  • Page 232 Reference: Using eCopy Connectors If prompted, enter your user name and password. If the Send screen appears, select or enter the recipients of the scanned documents, and, optionally, specify subject line and notes information (see Table 57). Press the delivery button (Send or Next, depending on the Client).

  • Page 233: Ecopy Connector For Fax Via Smtp

    To use eCopy Connector for Fax via SMTP: Place your document in the feeder or on the glass and then access the Client.
  • Page 234 Reference: Using eCopy Connectors If the Send screen appears, specify the settings (see Table 57). If the recipient is in your local address book, you can search by fax number, first name, ■ or last name, depending on how your connector is configured. When you select a name in the, Search field the fax number appears in the Fax Number field.

  • Page 235: Ecopy Connector For Captaris ™ Rightfax

    ™ ™ To use eCopy Connector for Captaris RightFax Place your document in the feeder or on the glass and then access the Client. If prompted, enter your logon information.
  • Page 236 Reference: Using eCopy Connectors Enter the billing code information by selecting a billing code from the drop-down list associated with each field. You must complete all required fields. The code you select for the first field determines the codes that are available for selection in the other fields.

  • Page 237: Ecopy Connector For Fax Via Print

    To use eCopy Connector for Fax via Print: Place your document in the feeder or on the glass and then access the Client.

  • Page 238: Quick Connect

    Reference: Using eCopy Connectors Quick Connect Before using a connector, review the quick reference section (see page 201). That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. To use Quick Connect: Place your document in the feeder or on the glass and then access the Client.
  • Page 239 ® eCopy ShareScan Installation and Setup Guide If the Folder Navigation screen appears, select the target subfolder in the destination folder. Path field Continue to select subfolders in the list until the complete path appears in the path field and then press Next.
  • Page 240 Reference: Using eCopy Connectors If the Index File screen appears, specify the information in the index fields. Press the delivery button (Send or Next, depending on the Client). Select one of the post-scanning options (see Table 58).

  • Page 241: Scan To Ecopy Desktop

    To use Scan to eCopy Desktop: Place your document in the feeder or on the glass and then access the Client. If prompted, enter your logon information.
  • Page 242 Reference: Using eCopy Connectors If prompted, enter your Scan to eCopy Desktop logon information. If the profile is configured to allow a single recipient, the scanned document is sent directly to your scan inbox. If the profile is configured to allow multiple recipients, the Specify Recipients screen appears.
  • Page 243 ® eCopy ShareScan Installation and Setup Guide If the profile is configured to allow you to send the document to a storage folder, the Folder Navigation screen appears. Select the storage destination for the scanned document. Press the delivery button (Send or Next, depending on the client).

  • Page 244: Scan To Printer

    Reference: Using eCopy Connectors Scan to Printer Before using a connector, review the quick reference section (see page 201). That section includes information about performing functions that are common to many connectors, such as specifying scanner and document settings. To use Scan to Printer: Place your document in the feeder or on the glass and then access the Client.
  • Page 245 ® eCopy ShareScan Installation and Setup Guide Select a printer and then specify the settings (see Table 60). The available options depend on the selected printer. When you are ready to send the document, press the delivery button (Print). Select one of the post-scanning options (see Table 58).

  • Page 246: Table 60. Scan To Printer: Printing And Page Layout Options

    Reference: Using eCopy Connectors TABLE 60. Scan to Printer: Printing and page layout options Option Description Collate Prints the copies in the proper binding order. Applies only when printing multiple copies of a multi-page original. Duplex Specifies whether to print single-sided or double-sided copies.

  • Page 247: Reference: Installation Environment

    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 248: Network Environment

    IP addresses. The Domain Name System (DNS) is used to resolve host names in a domain environment. In a workgroup environment, all eCopy-enabled devices and Services Managers must have static IP addresses. ShareScan does not support network attached storage (NAS) devices.

  • Page 249: Hardware Configuration Guidelines

    ® eCopy ShareScan Installation and Setup Guide Hardware configuration guidelines To help you gauge hardware requirements, there are three typical usage scenarios and the hardware requirements for each scenario (see Table 61). TABLE 61. Hardware configuration guidelines Scenario type Description...

  • Page 250: Services Manager Pc Worksheet

    Reference: Installation environment Services Manager PC worksheet You should not install the Services Manager on a PC that is also running Microsoft Exchange server. Copy and complete the following worksheet for each Services Manager you plan to install. TABLE 62. Services Manager PC worksheet Item Notes Services...
  • Page 251 ® eCopy ShareScan Installation and Setup Guide TABLE 62. Services Manager PC worksheet (continued) Item Notes Services Example Manager PC Domain name Enter a name, if applicable. ecopy Network login name Name used during normal operation (must sharescan and password be a local administrator).

  • Page 252: 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. TABLE 63. Device worksheet Notes Device Example Model eCopy-enabled device. Location Physical location of the device. 1-B32 Language...

  • Page 253: Firewall And Switch Worksheet

    Optional, for encrypted UDP communication between the Open multicast IP Services Manager and eCopy-enabled devices. address 239.254.5.6 8888, 9999 on Required, if you are using the eCopy Inbox Agent with Open multicast IP Scan to eCopy Desktop. address Optional, for unencrypted UDP communication between 239.254.5.6 eCopy Inbox Agent, Services Manager, and eCopy Desktop clients.

  • Page 254: 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. ShareScan supports child domains provided that the devices and the Services Manager can communicate using an IP address.

  • Page 255: Dns Considerations

    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. Configuring the HOSTS file...

  • Page 256: Novell Support

    Although Windows includes the Microsoft Client for NetWare Networks, eCopy has not tested ShareScan with this client software and cannot recommend it. You should install the same NetWare client you are using on the rest of your networked PCs. eCopy strongly recommends that you install the latest 32-bit Novell client.

  • Page 257: Index

    118, 121 to Session Logon directories against SMTP server to ShareScan Client Fax via Print users and Access databases home directories and (Scan to eCopy mapping index values to Desktop) path to Quick Connect and account forests (Exchange) scan inboxes on Novell server...
  • Page 258 248 | Index connectors Captaris RightFax. RightFax Connector button image and label settings Cc recipients of scanned documents 72, 104, installing 111, 124 installing and removing Cc sender quick reference to using child domains refreshing list of class, LDAP Services for, configuring Client (embedded) types of accessing...
  • Page 259 Connector for Captaris RightFax. fax address books 84, 216 RightFax Connector fax address format, configuring eCopy Connector for Fax via Lotus Notes. Fax via Lotus Notes Connector, Fax See also Fax via Lotus Notes Connector via Microsoft Exchange Connector, Fax...
  • Page 260 250 | Index fax drivers generic LDAP server eCopy Connector for Fax via Print. Global Address List 110, 116 Global Catalog Server via Print Connector. groups, displaying in Active Directory list of fax number recipients (SMTP using LDAP) 119, 122...
  • Page 261 | 251 JAR files magnifying scanned documents embedded Client contained in Mail Account settings Mail Send Port 111, 115 main ShareScan screen keyboard MAPI/MAPI protocol configuration Fax via Print and (Exchange) mapping index fields (Quick Connect) on-screen, configuring MDAO component on-screen, using memory, and Services Manager PC ScanStation Client, selecting a...
  • Page 262 LDAP server refreshing list of connectors numbers used by Inbox Agent (Scan to registered users, list of eCopy Desktop) remembering recently used values opening remote administration 58, 244 SMTP server access to Services Manager...
  • Page 263 90, 236 eCopy Desktop Connector Scan Inboxes sending scanned documents scan inboxes from generic account Scan to eCopy Desktop Connector See also from personal account 111, 115, 129 scan preview screen only to self 111, 115 Scan to eCopy Desktop Connector...
  • Page 264 254 | Index Services tab starting Session Logon ScanStation Client 34, 194, 197 configuring Services Manager document naming and static IP addresses Express function and stopping ScanStation Client 34, 195 logon settings (ScanStation), See also Services Manager Services Manager subfolder navigation (Quick Connect) ShareScan Embedded subject lines (e-mail and fax connectors) ScanStation...
  • Page 265 Windows NT authentication, using on RightFax Windows Task Manager, closed by ScanStation Client workgroups multiple, support for worksheets for eCopy-enabled devices for firewalls and switches for network infrastructure for Services Manager PC Xeon class machines XML format for index files (Quick Connect)

Table of Contents