ECopy ShareScan 4.2 Guide d'installation

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Résumé du contenu

Page 1

eCopy ShareScan®5.1Administration Console Help-as-PDF

Page 2 - 1 - Welcome

If you have reinstalled the operating system, changed the hard drive or modified the hardware of the computer used as adatabase server, or the databas

Page 3 - 2 - Getting Started

2. Launch the Data Publishing Mapping tool from Advanced > Tools > Data Publishing Mapper.3. Under Published Key, select the FPE field you wish

Page 4 - 2.3- Configure devices

20. Save the eCopy Forms Processing Extender by selecting Save and saving the extender profile as APForms.21. Test the Form Template.22. Scan Document

Page 5 - 3 - About the basic functions

11. Send the document through the SMTP Mail connector. The validation screen of the FormsProcessing Extender will display the correct values.The From

Page 6 - 3.2- About Devices

Start the Template Editor, and use the Template properties window to browse to the image for which therecognition failed. You will be able to see the

Page 7

If a Low confidence message is displayed under the Error section of the zone, a decrease of theConfidence value may result in an improved recognition

Page 8

n The Highlight and Redact Extender does not support Encryption and Bates/Endorsementnumbering. These settings will not be applied if the Highlight an

Page 9 - 3.2.2 - Licensing Wizard

The resulting final document cannot be used as an input document for another Highlight and Redact process.23 - Associating Service with a Connector Pr

Page 10 - 3.2.2.1 - Loading Licenses

If you change your password, you have to go through the above process once more.The authentication is only valid for connectors using the same Active

Page 11

5. Use the Settings tab to regulate additional settings.6. Click Saveto save your settings.28.2- Databases tabDatabases tab28.2.1 - Databases settings

Page 12

Setting DescriptionConfigure data source Access this window by clicking New, and selecting the New option on thedisplayed screen. You can set the foll

Page 13 - 3.2.2.5 - R emoving Licenses

3.2.2.2 - A ctivating LicensesYou need to activate a license only once; thereafter, it is associated with the PC where the ShareScandatabase is instal

Page 14 - 3.3- About the simulator

Setting DescriptionRemove Click this button to remove a selected database connection.Edit Click this button to edit the properties of the selected dat

Page 15 - 3.3.1 - Using the simulator

Setting DescriptionLookup editor This editor allows you to create and modify queries. The following can be set:l Lookup result key:Enter the name of

Page 16 - 3.4- About the System area

28.2.3 - SettingsThe following table describes the settings available on the Settings tab. The tab provides you with furtherconfiguration options for

Page 17

29.1.1 - Authentication settingsField Name DescriptionType Determines whether the user authenticates at the device.l Login as: Allows the user to use

Page 18

FieldNameDescriptionSelectprofileDefines the behavior of the Profile selection screen at the device.DisplayfieldsDefines the behavior of the Document

Page 19 - 3.4.2 - Activity Monitor

document cannot be stored. To avoid this situation, do not set RM profile form and search form to a group on the eDocsserver.29.2.1 - Profile selectio

Page 20 - 3.4.3 - Reporting

and below), the values available in the lower fields are filtered to show only the values that are compatiblewith your selection.29.3.2 - Default valu

Page 21 - MM/dd/yyyy

Table 2: Default precedence valuesType Assigned by Applies toDM5PrecedenceGroup defaults eDOCS administrator All documents saved by all users in thesp

Page 22

29.5- Configuring an Express connector profileTo create an Express connector profile that does not display the Document Profile screen at the device,

Page 23 - 4.1- Timers

30.1.1 - Configuring a destinationThe options available via the Configure tab allow you to configure the destinations used by the connector.Field Name

Page 24 - 4.2- Auto Sync

the files back and you can save and transfer the files back to the connectionless PCrunning theAdministration Console.12. Click Load Activated licens

Page 25 - 4.2.1 - Auto Sync settings

Field Name DescriptionLogon at runtime If checked, the Authentication form asks for user name, password and domain onthe client side. This is the non-

Page 26 - 4.4- Backing up the database

Field Name DescriptionEnable home cabinet Displays the Home cabinet button on the Location screen at the device, allowingdocuments to be stored in the

Page 27 - 4.6- System preferences

30.1.2.2 - Destination PageField Name DescriptionCreate destination in a newprofileAfter finishing the wizard, all destinations are deleted and an exp

Page 28

30.1.2.5 - Doctypes PageField Name DescriptionDoctypes The list view displays configured Doctypes. Note that at least one valid Doctype isrequired.l T

Page 29 - MM/dd/yyyy)

Protocol con-figurationMicrosoft Outlookrequired?Description Suggested useMAPI/MAPIYes Requires Exchange 5.5server or later.Use it to access old Excha

Page 30 - 4.7.3 - Use case example

Protocol con-figurationMicrosoft Outlookrequired?Description Suggested useLDAP/EWSNo Requires Exchange Server2007 with Service Pack 1 orlater.EWS alon

Page 31 - 4.7.4 - Batching in ShareScan

When Microsoft Outlook is required, you must install it on the same computer as the ShareScan Manager so that thetwo applications can share common DLL

Page 32 - MM/dd/yyyy and AM/PM

Field Name DescriptionLDAPsettings The following options can be set via the LDAP settings page:l Locate server at runtime: allows you to select an LD

Page 33

Field Name DescriptionAuthenticationSelect the authentication type:l Runtime: the client user is required to log on at the beginning of the workflow.l

Page 34

Field Name DescriptionLDAPsearchAllows you to specify the attributes of the LDAP searches.The available settings are:l Base DN:Determines the LDAP s

Page 35 - 4.9- Profile Tool

5. If you have an active Internet connection on the PC where you use the ShareScan AdministratorConsole, select Automatic activation on the Select act

Page 36 - 5.1- Document services

Field Name DescriptionMailbox URLThis setting is used if the mailbox URL could not be discovered by the connector.The connector composes the mail box

Page 37 - 5.2- About connector services

31.2.3.3 - MAPI SettingsField Name DescriptionExchange 2010 Client AccessServerYou can specify if you want to use the Exchange Client Access Server (C

Page 38

Field Name DescriptionSearch recipients while typingIf checked, the hints appear at the client Send form as the user starts entering therecipient. If

Page 39

Section Field Name DescriptionFormat Opens the Fax Address Format window where you define the faxaddress format required by your fax server applicatio

Page 40

information about creating and configuring address books, see Configuring support for Local addressbooks.When you select the Enable user to manually e

Page 41

32.1.1 - Fax format settingsSection Field DescriptionFax address formatCover page / Nocover pageDisplays the fax format that you define in the Fax Add

Page 42 - 6.2- Data Publishing

SectionFieldNameDescriptionDominoserverThe name of the HTTP/HTTPS server where the eCopyMail pass-throughdatabase is installed:l For HTTP: Enter the s

Page 43 - 6.3- Template settings

Section/Field Name DescriptionFax address book If checked, enables the Fax address book. Using the Configurebutton, you can access additional settings

Page 44 - 6.4.2 - Barcodes tab settings

You must configure the ScanStation Client to use the hard keyboard. This is because the soft keyboard doesnot support a third-party fax driver interfa

Page 45

34.2- Connector propertiesThe Properties window enables administrators who are more familiar with LDAP to fine-tune the settings,without relying on th

Page 46 - 6.7- About device services

3.2.4 - Device connection managementThe Manage function enables you to manage the connection of devices for which web-based managementhas been enabled

Page 47

Field Name DescriptionAuthenticationDefine the type of authentication behavior for the SMTP server:l Runtime:Prompt sender for a username and passwor

Page 48

Field Name DescriptionAdvanced LDAP settingsAllows you to define what the actual attribute is called on the LDAP server itselfand allows customization

Page 49

Section/Field Name DescriptionSearch on Set the search parameters you want to use.Address book Shows the name of the selected address book.User Displa

Page 50 - Identification

34.2.5 - Fax Format settingsSection Field DescriptionFax address formatCover page / Nocover pageDisplays the fax format that you define in the Fax Add

Page 51 - 9425, which matches the

Wizard window Field DescriptionLDAP serversettingsConnectanonymouslyBypasses the Select LDAP User window and allows anonymousconnection to the LDAP se

Page 52 - 6.7.5 - Session Logon service

Wizard window Field DescriptionServer The SMTP server namePort The SMTP port number.Authentication The type of authentication to use on the SMTP serve

Page 53

34.2.7 - SMTP settingsSection Field DescriptionSMTP serverServer The IP address or DNS name of the SMTP server to use for outgoingmessages. If the ser

Page 54

Important!You must install and configure the Lotus Notes client on the computer running the ShareScan Manager before you caninstall the Lotus Notes em

Page 55

SectionFieldNameDescriptionUseSSL/HTTPSEncrypts communication with the HTTP server using SSL/HTTPS.Send to selfDisables the list of recipients and sen

Page 56

35.1.2 - Content settingsField Name DescriptionSubjects Displays a list of subjects appearing in the Subjects List of the client UI Send Form.Buttons

Page 57 - 6.8- About common services

Ensure that http://127.0.0.1 is added to the list of Trusted sites of Internet Explorer.If you install the web client, the Simulator function of the S

Page 58 - 6.8.2 - Notification service

36 - The eCopy Connector for Microsoft ExchangeThe eCopy connector for Microsoft Exchange enables a user to send scanned documents from an eCopy-enabl

Page 59

Protocol con-figurationMicrosoft Outlookrequired?Description Suggested useLDAP/WEBDAVNo Requires that the specifiedService Account has accessto a Glob

Page 60 - 6.8.3 - Tracing service

Protocol con-figurationMicrosoft Outlookrequired?Description Suggested useEWS/EWSNo Requires Exchange Server2007 with Service Pack 1 orlater.Recommend

Page 61

Field Name DescriptionSearch Global Address ListAllows searching in the Global Address List.Search Outlook contactsAllows searching in the Outlook con

Page 62 - 7 - About eCopy Connectors

Field Name DescriptionTesting theconnectionClicking the Test button tests the connector with the current settings.36.2.3 - Protocol propertiesThe Prot

Page 63 - 7.3- Planning connectors

Field Name DescriptionLogin URLSpecifies the ending of the Exchange WebDav URL used for the user login. It is setto “Exchange” by default for Exchange

Page 64 - 7.4- Configuring connectors

Field Name DescriptionMailbox URLThis setting is used if the mailbox URL could not be discovered by the connector.The connector composes the mail box

Page 65

36.2.3.3 - MAPI SettingsField Name DescriptionExchange 2010 Client AccessServerYou can specify if you want to use the Exchange Client Access Server (C

Page 66

Field Name DescriptionDisplay optionsManages the client side workflow.Default recipientsAllows you to specify default email recipients for a connector

Page 67 - 7.6- Using connectors

36.4.1 - Local address bookThe Local address book tab enables you to configure the local address books that store Internet emailaddresses entered at t

Page 68 - 7.6.2 - Preview

Scanner settings (like paper size, resolution etc.) on the Simulator main screen have no effects on the imagesstreamlined to the Manager for processin

Page 69 - 8 - Configuring devices

The components of this page differ according to the selected protocol combination.Field Name DescriptionLDAPsettings The following options can be set

Page 70 - 8.3- Finding devices

The SharePoint connector provides support for batching Data Publishing values. For more information, clickhere.Users can store documents in any eCopy-

Page 71 - 8.3.2 - Find Device settings

Field Name DescriptionEnable Navigation Select this setting if you want the user to be able to navigate the available storagelocations of the selected

Page 72 - 8.7- User configuration

Field Name DescriptionDefault filter type There are two types of filter:l Standard: All supported location types are shown at the device.l Custom: Onl

Page 73 - 8.8- Role based configuration

Field Name DescriptionAuto-select location Clicking on the key icon or on the text you can specify whether thelocation where the document is to be sto

Page 74 - 8.9- Personalization feature

Field Name DescriptionShow Columns contain the document indexing information (metadata) that theconnector sends to SharePoint to be stored with the do

Page 75

Field Name DescriptionRetrieve Content Type from DataPublishingClicking on the key icon or on the text you can specify whether the contenttype comes v

Page 76

Field Name DescriptionAuto index Here you can configure custom values of SharePoint columns by documentcontent types:l Content TypeHere, you can selec

Page 77 - Exit button in

37.2- Column informationWhen you configure your SharePoint columns in the ShareScan Administration Console, the user sees thesettings on the Column in

Page 78 - 9.3.2.1 - To Perform Tests

SharePoint Column type DescriptionNumber The user can enter only numeric characters. A percentage sign is added to theright of the field if the ShareP

Page 79

Section Field DescriptionPassword must bealphanumericRequires that passwordsinclude a combination ofcharacters and numbers.Mark Yes to ensure thatpass

Page 80 - 10.1- Page numbering

38 - The eCopy Connector for Open Text Content ServerThe eCopy Connector for Open Text Content Server enables users to scan documents directly into an

Page 81 - 10.2- Configuring the service

38.1.2 - Navigation & Attributes settingsField Name DescriptionStore in specified folder /Allow user to navigateUse these buttons to enable or dis

Page 82

38.1.3 - Express settingsExpress settings only work if the following criteria are met:l Default login is allowedl Folder navigation is disallowed (doc

Page 83 - KP1 and select this

Field/Button DescriptionEdit Edits an existing destinationCopy Copies the selected destination.Remove Removes the selected destination.Move up Moves t

Page 84

Field/Button DescriptionEnablesubfoldernavigationEnables users to select a subfolder at the device.Root path Only valid for Windows folders. Clicking

Page 85

39.1.1.3 - Authentication SettingsField/Button DescriptionAuthenticateuserThe options are:l None: Sends scanned documents to the destination without r

Page 86 - 11.1- Configuring the service

Field/Button DescriptionLDAPsettings Displays the LDAP server settings dialog. Available only for Personal account - LDAPAuthentication.Cc sender: Ch

Page 87 - 11.2- Cost Recovery settings

39.1.1.6 - Destination List SettingsField/Button DescriptionNameLocation,and LogonEnables you to create a list of destinations to which the connector

Page 88

39.1.3 - Setting a database as a destinationSetting a database as a destination enables you to configure a connector profile so that users at the devi

Page 89

39.1.4 - Database types and settingsDatabase type SettingsMicrosoft Access Specifies the path to the Access database (*.MDB), which can be on a local

Page 90

Section Field DescriptionRegional and languagesettings)Client display language Select a language from the list to be displayed at the Client.Default l

Page 91 - 14.1.1 - Server Address hints

Database type SettingsConnection information Displays current database connection information:l Data source:name of the data source.l Catalog:displa

Page 92

1. On the File name or the Index file tab, click New.The appropriate Field editor window opens (File name field editor or Index file field editor).2.

Page 93 - 15 - Template Design

Field/Button DescriptionNew Allows adding a new parameter via a dialog, where you can set the name and type of thenew parameter. The available data ty

Page 94

39.1.9 - File name tabField/Button DescriptionNew Adds a new entry via the File name field editor.Edit Edits an existing entry via the File name field

Page 95

Field Type DescriptionExport to Index File Specifies whether the entry name field value is exported to the index file. If checked, a fieldwhich has a

Page 96 - 15.2- Zone Properties

Field Type DescriptionSeparator Character: The character that you want to use to separate the fields in the file name. Thecharacter that you select ca

Page 97

39.1.11 - Index file tabField/Button DescriptionNew Adds a new field via the Index file field editor.Edit Edits an existing file via the Index file fi

Page 98 - 15.3- Testing Templates

39.1.11.1 - Index File Field EditorField Type DescriptionName Specifies a unique file name. Not case sensitive.Type Specifies a type of field. Type-de

Page 99 - 16.2- Single Documents

Field Type DescriptionFile name Records the file name of the document into the index file.Logged onuserRecords the logged on user’s name into the inde

Page 100

<index id="time">110534AM</index><index id="user-tag1">value 1</index></data>39.1.13 - Document spli

Page 101 - 18 - Use case example

3.4.1.3 - C ustomer Information SettingsSettings DescriptionCustomer information Browse and add a custom image to display at the client (MFP). The PNG

Page 102 - 19 - Troubleshooting

l If you select this option, batch job-dependent index values will be recorded in a differentnode (for an XML file) or a different row (for CSV and TS

Page 103 - 20 - Best Practices

3. If you have not yet configured a data source, configure it now.To use the current data source, proceed to step 4.If you do not want to use the curr

Page 104 - 22 - Configuration

To configure batch based indexing in Quick Connect:1. Select the Index file or File name tab.2. Click New.The relevant Field editor opens.3. Enter the

Page 105 - 22.2- Service Configuration

data. For example, assume that the document to be scanned contains barcodes. The service extractsdata from the following barcode fields and publishes

Page 106 - 26 - Using the Extender

Table 5: RightFax Server configuration settingsField Name DescriptionServer The name of your RightFax server.User The name of the user account used by

Page 107 - 27 - Disabling the Extender

Table 6: Phone books configuration settingsField Name DescriptionEnable Allows the user's personal phone book to be available for recipient selec

Page 108 - 28.2- Databases tab

Field Name DescriptionRead billingcodes fromCost RecoveryIf your company uses the Cost Recovery Service, you can choose to obtain the billing codes di

Page 109

40.1.5 - Express SettingsA RightFax Express connector profile allows you to scan and fax the document by simply pressing the buttonon the main screen.

Page 110 - 28.2.2 - Lookup settings

Field/Option DescriptionNotes Notes to include in the message body (optional). Useful if you attach a cover sheet. The arrow buttonnext to the text bo

Page 111

n The list of available recipients that appears on the Specify Recipient screen (in the ShareScan Client)includes all users in the Windows Active Dire

Page 112 - 28.2.3 - Settings

1 - WelcomeWelcome to eCopy ShareScan. To access the Help-wide search function, open the Search panel.Click here for information about getting started

Page 113

1. Choose Activity Monitor in the System group of the Home tab. The Activity area displays a list ofall requests and status information.2. Click Start

Page 114 - 29.2- About profile selection

System Role PermissionsDomain Administrators Full controlNot used in workgroups<groupname> (yourdesignated ShareScanAdministrator group)Full con

Page 115 - 29.3.1 - Related fields

41.3.1 - Inbox root directory permissions (Windows)Windows (NTFS)<inbox rootdirectory>Administrators Full control: applied automatically<grou

Page 116 - 29.3.2 - Default values

41.4- About the Inbox AgentThe eCopy Inbox Agent is a Windows Service that is installed with the ShareScan Manager. It uses theuserdirs.txt file to pr

Page 117 - 29.4- Document security

Before you can configure Scan to Desktop, a network administrator must complete the following steps:To pre-configure Scan to Desktop:1. Create the Inb

Page 118

Field Name DescriptionShareScan AdministratorSelect a group you are part of. That group is used when creatingfiles and applying permissions to them. T

Page 119

Field Name DescriptionUse service account when user credentials areincompletely set by serviceOnly applicable if the Environment type is set to Window

Page 120

Section Field DescriptionAuthenticationAuthenticate user The options are:l None: Sends scanned documents to the destination without requiringuser auth

Page 121 - 30.1.2 - Express Wizard

Field Name DescriptionSearchAllows you to specify the attributes of the searches.The available settings are:l Base DN:Determines the LDAP search star

Page 122

41.6.3.2 - Local Computer (W orkgroup) SettingsField Name DescriptionSearchAllows you to specify the attributes of the searches.The available settings

Page 123

Field/Button DescriptionType The type of the destination. The following destination types are available:l Windows folderl Novell Netware folderl FTPf

Page 124

n Device: Displays the total number of pages scanned at the selected device. After selecting a device,specify the time period for which you want to cr

Page 125

42.1.1.3 - Authentication SettingsField/Button DescriptionAuthenticateuserThe options are:l None: Sends scanned documents to the destination without r

Page 126

Field/Button DescriptionCc sender: Checking this box sends a copy of each message to the sender.To listbox Use the Add button to add the SMTP addresse

Page 127 - 31.2.2 - Protocol selector

Field Type DescriptionType Specifies a type of field. Type-dependent settings change according to the field. For moreinformation, see the Field types

Page 128 - 31.2.3 - Protocol properties

Field Type DescriptionDevice name The name of the device from which the document is scanned.No additional settings.Numeric Inserts numeric characters

Page 129 - “Exchange 2007”

Note:Each connector profile supports a unique group of settings. If a setting is not available for the connector you areconfiguring, it will be grayed

Page 130

44.1.1 - Configure settingsSection/Field Name DescriptionIf a scanned image file already exists thentake this actionAllows you to set the action taken

Page 131 - 31.2.5 - General settings

The eCopy Connector for SMTP viaLDAPThe eCopy Connector for SMTP using LDAP enables users to send scanned documents from an eCopy-enabled device as em

Page 132 - 31.2.7 - Fax format settings

Field Name DescriptionAuthenticationSelect the authentication type from the dropdown list:l Runtime: LDAPl None: Send from genericl None: Send from ge

Page 133 - 31.4.1 - Local address book

Field Name DescriptionAuthenticationDefine the type of authentication behavior for the SMTP server:l Runtime:Prompt sender for a username and passwor

Page 134

Field Name DescriptionAdvanced LDAP settingsAllows you to define what the actual attribute is called on the LDAP server itselfand allows customization

Page 135 - 32.1.1 - Fax format settings

Settings DescriptionExport When the Export button is clicked, a Save as dialog is displayed. This allows thereport data to be saved in the XML format

Page 136 - 32.1.4 - Address book

Section/Field Name DescriptionManage Use the Add, Delete, Import, and Export buttons to manage theaddress data list.GMail Check the Enable using Gmail

Page 137 - 32.1.5 - Express settings

44.3.5 - Connector Wizard settingsThe Wizard enables administrators to initially configure the connector. Many windows contain a Test buttonthat enabl

Page 138

Wizard window Field DescriptionSearch settingsDefines how the LDAPserver searches the address book. Enables you to select a user fromthe LDAP tree in

Page 139 - 34.2- Connector properties

Wizard window Field DescriptionAuthentication The type of authentication to use on the SMTP server. Available only ifSMTP Basic Authentication is enab

Page 140 - 34.2.2 - LDAPsettings

Section Field DescriptionAuthenticationRuntime: PromptSender for a user nameand passwordPrompts the user at the device to enter a user name and passwo

Page 141 - 34.2.3 - Address book

Selecting the Auto Index option enables you to configure the index field values. The Document Profilescreen does not appear at the device.Selecting an

Page 142 - 34.2.4 - Sending options

Field Name DescriptionBehaviorSelect the behavior you want to use:l Navigate workarea:if selected, the user is able to browse the entire Worksite ser

Page 143 - 34.2.5 - Fax Format settings

Field Name DescriptionBehaviorSelect the behavior you want to use. The available options are:l Show selected fields:the connector displays all requir

Page 144

Published key Mapped Worksite attribute NoteATTYPE_CUSTOM1Custom1 When data are provided in both ECOPY_CLIENT_IDand ATTYPE_CUSTOM1, ECOPY_CLIENT_ID ta

Page 145

4.1- TimersConfigure the inactivity timers for the user interface presented at the device. Timer values are in seconds.Click Timers on the Advanced pa

Page 146 - 34.2.7 - SMTP settings

Settings DescriptionAuto restart ShareScanManagerAutomatically restarts ShareScan Manager:l Time: Sets the time when the ShareScan Manager should rest

Page 147

4.2.1 - Auto Sync settingsSettings DescriptionOnWhen saving a profile when AutoSync is ON, edited on any of the Administration Consoles, theprofiles a

Page 148 - 35.1.1 - Address book

4.3- Database ConfigurationTo take a backup or restore from a previous checkpoint, use database configuration option by selecting therelevant database

Page 149 - 35.1.3 - Express settings

Settings DescriptionUser name The user name.Password The password.Location Displays location (for example C:\Program Files\Microsoft SQLServer\MSSQL10

Page 150

4.6.1 - Minimize to tray on exitWhen this option is selected and if you try to shutdown the Administration Console, the console hides itself byminimiz

Page 151

To access the tool, select the Advanced tab, click Tools in the Configure area, and then select DataPublishing Mapper. The Data Publishing Mapper dial

Page 152 - 36.2.1 - General settings

Customer Support servicesCustomer Support services include the following components:n Customer support for licensing, registration, and other non-tech

Page 153 - 36.2.2 - Protocol selector

Settings DescriptionFilter Enables you to filter the keys that appear in the table:l Published Keys: Enables you to select the filter that you want to

Page 154 - 36.2.3 - Protocol properties

8. Navigate to the Logon/SMTP tab of the Properties menu of the SMTPMail connector profile you want to use.Set None:Send from generic e-mail address

Page 155

Settings DescriptionSelect Manager This tool displays by default the activity for all the devices (which have the serviceenabled) connected to the sel

Page 156

Settings DescriptionDestination Filled in by the Connector in use.Example: If using Exchange connector, the recipients list will be displayed. If usin

Page 157 - 36.2.5 - Sending options

If the Connector renames the file name passed to it by the Manager, it is the Connector’s responsibility topublish that information to the Manager for

Page 158

n /CommandTimeout (this parameter regulates the timeout period of the migration script)n /BatchSize (this parameter regulates the number of records to

Page 159 - 36.4.1 - Local address book

Settings DescriptionDescription The description of Services, Connectors, and Devices.Version The version number.Vendor The vendor's name.Location

Page 160

Document service is a “Post Scan/Pre-Connector” component (always called/executed after scanning is done and afterall the services are displayed, but

Page 161

Setting DescriptionFolder location The full path and file name for the folder. The location must be in the current Windowsdomain or in a trusted Windo

Page 162

3. Click Save or Save current profile as to select or specify the profile name in the Save Profilewindow.4. Click Save. The system saves your settings

Page 163

installer Wizard screen. If you click OK on this dialog, the application tries to download the license from the Nuancelicense server, and install it (

Page 164 - Field Name Description

Option DescriptionColor and grayscale The Image Enhancement feature in the Color and grayscale group box can be applied to all image types. The image

Page 165

n Visually inspect the barcodes in the original document. Look for bars that are touching each other orthat are full of dots. Use an image processing

Page 166 - Publishing

The following diagram shows the four page document and how, after processing, the scanned document isstored with the correct index information.When yo

Page 167

Indexing is done using the Data publishing option in the Template settings window. For moreinformation, see Template settings.6.3- Template settingsTh

Page 168 - 37.2- Column information

Option DescriptionBarcode types Specifies the types of the barcodes.Note:The types are not fully independent from each other. For example, if the UPC-

Page 169

Global Barcode settings defined on the Barcodes tab apply to all barcode zones.6.5- Understanding document splittingYou can set up page handling rules

Page 170

6.6- File namingOn the Document splitting tab, if split on page is checked and override default file naming is checked, thefile format string becomes

Page 171

n Identificationn Session Logon6.7.1 - Activity Tracking serviceActivity Tracking service is accessed from the Configure services tab in the Device se

Page 172 - 39 - eCopy Quick Connect

6.7.2.1 - To Configure Additional Activity Tracking Fields1. In the Administration Console, select the Configure services tab.2. Select Activity Track

Page 173

Setting DescriptionType Set the following settings for alphanumeric or numeric type:l Minimum: Choose between 0 and 1000.l Maximum: Choose between 0 a

Page 174

1. On the Ribbon, click Add Device. The Discover and Select Device window opens. For moreinformation, see Adding devices.2. Select the device or devic

Page 175

Setting DescriptionPort Number The Port number that the ShareScan Manager listens to for ID device (client)connections. The default value is 9425.Note

Page 176

6.7.4.1 - C onfiguration SettingsSetting DescriptionServer name Specifies the name or IP address of the machine running the TCP server. The default va

Page 177 - 39.1.2 - LDAP server settings

6.7.4.2 - Terminal Emulator SettingsSetting DescriptionStatus Window Displays the time-stamped status messages.Connect Connects to ShareScan using the

Page 178

If you enable Session Logon for the Quick Connect, LDAP/SMTP, or Fax via SMTP connectors, refer tothe connector-specific configuration section for inf

Page 179

Setting DescriptionDirectory Access Specifies the type of access required to retrieve user names from the directory.Type Specifies the type of access

Page 180

After Session Logon is configured, enabled for a device, and tested, Session Logon is the first screen thatyou see at the Client. You must enter a val

Page 181

Workflow:User swipes card, and logs into the External Authentication Provider. Selects the ShareScanapplication on the device screen. The Session Log

Page 182

Workflow:User swipes card, and logs into the External Authentication Provider. Selects the ShareScanapplication on the device screen. The Main form i

Page 183 - 39.1.9 - File name tab

After creating a Service profile, you can associate Service with Connector profile in order to make Service'sfunctionality available.6.8.1 - Asso

Page 184

Setting DescriptionSMTPServer Configuration Contains the settings that you use to configure the SMTP server.SMTPServer The SMTP server name, which i

Page 185

The primary use of the Welcome page is to get you started with the tool. You need to configure the Servicesfirst to be available for the Connectors an

Page 186 - 39.1.11 - Index file tab

6.8.2.2 - Enable For A ll Connector Profiles SettingsSetting DescriptionEnabled Select the Yes check box to enable the service for all Connector profi

Page 187

Tracing service is located in Administration Console in the Configure services tab under Commonservices section.6.8.3.1 - Tracing SettingsSetting Desc

Page 188 - 39.1.12 - Index file formats

Setting DescriptionFile size (kB) Tracing file size in kB. Minimum value is 500 kB, the default value is 500 kB, andmaximum value is 51.200 kB.Note: A

Page 189 - </data>

You configure connectors by creating connector profiles that specify various settings, such as the appearanceof the connector’s button and the image f

Page 190

n Enhancing security: If you want to keep track of the documents sent by each user, select theLogon at runtime option on the Authentication tab when y

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Each connector profile supports a unique group of settings. If a setting is not available for the connector you areconfiguring, it will be grayed out.

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10. Confirm your settings.11. Click Save current profile to save the profile.7.4.2 - Defining a scanning destination (optional)Defining a scanning des

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7.5.1 - To activate connector profiles1. In the Administration Console, select the Devices tab. The Device configuration pane displays alist of the av

Page 194

7.6.1 - Scan1. Place your document in the feeder or on the glass.2. If your system is configured to use the Session Logon feature, enter your user cre

Page 195

3. To review and change the scanner settings, press the Scanner settings button on the Previewscreen. The Scanner settings... screen appears. After ch

Page 196 - 40.1.4 - Fax format

3. If a device that you want to add does not appear in the list of available devices, choose from a drop-down list in Discovery, select a protocol, an

Page 197 - 40.1.6 - Send screen settings

n An MFPwith eCopy software running in the deviceThe ShareScan Manager supports a single device connected to a ScanStation or multiple devices runnin

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8.3.1 - To find a device1. In the Administration Console, right-click the Device configuration tab and select Find device.The Find device window opens

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8.4.2 - To delete a device group1. In the Administration Console, right-click on a group name from a Device groups list and selectDelete group.2. Clic

Page 200 - Root\xyz.com\<domain_

The window includes domain and access information.2. In the Organizational Units window, double-click the Organizational units to add to the list ofde

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8.8.2 - Role based configuration restrictionsn Renaming an OU is not allowed.n An OU can be removed from the list by right-clicking the OU and selecti

Page 202 - 41.4- About the Inbox Agent

Note:If there is only one active profile in the All Users group, the My Config button is still visible, even though you cannotaccess My Config at runt

Page 203 - 41.6- Scan Inbox settings

3. In the Settings pane, select the Scanner tab. The information that you see depends on the deviceyou are using.4. Specify the default scanner settin

Page 204 - 41.6.1 - Inbox settings

9.2- Configuring scanner settings for ScanStationYou can specify scanner settings for devices.9.2.1 - To specify scanner settings for a device1. In th

Page 205 - 41.6.2 - Destination settings

n Setup: Launches the Wizard in order to test your scanning device. The Wizard performs some tests,creates and stores hints, and returns to Administra

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4. After basic scan test has passed, if the scan appears to be correct, click Next to perform thenext test. Otherwise, make the image correct with the

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Settings DescriptionDevices group window Check the checkbox on the dialog and click OK to add to the devices list.If no connectors are selected for th

Page 208 - 42 - eCopy Scan to File

9.4.2 - ScanStation startup configuration settingsSettings DescriptionAutomatic logonAt ScanStation startup, or when the device is restarted, automati

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10.2- Configuring the serviceWhen you have enabled the service for the system, you can select and enable it for individual connectorprofiles, and can

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10.2.1.2 - Endorsement SettingsEndorsement settings always include the page number and can also include a prefix and a suffix. The servicenumbers page

Page 211 - 42.1.2 - File name tab

Setting DescriptionFont The font for the endorsement. When the Font dialog box pops up, use the drop down menuto set the following font attributes:l T

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To create a new Checkpoint identifier:1. On the main Bates/Endorsement screen, press Checkpoint.2. In the Checkpoints field, enter a Checkpoint identi

Page 213 - 43 - Scan to Printer

n Batching: Numbering is continuous in a document that is split into several batches.n Blank page removal: When this feature is enabled, blank pages a

Page 214 - 44 - Scan to USB

11 - The eCopyCost Recovery ServiceThe eCopyCost Recovery Service is compatible with major cost recovery systems. When cost recovery isenabled, scanni

Page 215 - 44.1.1 - Configure settings

11.2- Cost Recovery settingsThe following table describes the settings available for the Cost Recovery Service.11.2.1 - Cost Recovery settingsSetting

Page 216 - 44.3- Connector properties

Setting DescriptionKey Generates a new key. Generates the encryption key and stores it in theeCopyCRSKey.txt file. You must manually copy this file to

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11.3.1 - Configuration settingsSetting DescriptionServernameSpecifies the name or IP address of the machine running the TCP server. The default value

Page 218 - 44.3.2 - LDAPsettings

The ShareScan Manager has a built-in configuration file called RotationAngles.xml (and a similar one for theScanStation devices with the name ScanStat

Page 219 - 44.3.3 - Address book

11.3.1.1 - Terminal Emulator SettingsSetting DescriptionStatus window Displays time stamped status messages.Connect Connects to ShareScan using the se

Page 220 - 44.3.4 - Sending options

1. Select the Connector.2. From the Connector, select the Forms Processing Extender in the Services window.3. Select the FPE Profile.14 - Configuring

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n User name, Password, Domain: These three fields allow you to enter the proper credentials forthe Template Manager to access the shared folder. The c

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l Smooth:Softens outlines.l Thin: Decreases line width.l Thicken: Increases line width.l Rotate: Rotates the image by 90, 180, or 270 degrees.To appl

Page 223 - 44.3.6 - SMTP settings

Templates are based on the document to be processed and are stored in libraries. Each library must contain atleast one template, and there is no limit

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separate line. In these cases, the system accepts the zone as valid if the value meetsthe criterion of at least one regular expression.l ODBC Database

Page 225 - 45.2.2 - Navigation settings

(static text and static barcode), all fields and the exact data values need to be present on the form tomatch the template. In case of mismatch, the s

Page 226 - 45.2.3 - Attributes settings

n Main:l Name: The name of the zone.It is used to define the value of the field that will bereferenced and passed to eCopy connectors. Tip: keep thes

Page 227 - 45.2.4 - Data Publishing keys

n Reference Zone: A defined static zone. It is used to locate the text or barcode. If the ReferenceZone moves on the page all fields that reference it

Page 228 - NUMBER takes precedence

If the test yields results, the template name, recognition time, and the zone-specific text areas are displayed,along with any errors and the original

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