Konica-minolta eCopy User Manual

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Summary of Contents

Page 1 - Installation and Setup Guide

Part Number: 73-00147 (6/2006)eCopy ShareScan® OPVersion 4.0Installation and Setup Guidefor Konica Minolta devices

Page 2

2 | Getting StartedTechnical supportTechnical support is available to registered users of eCopy software during the warranty period or for the duratio

Page 3 - Table of Contents

92 | Configuring connectorseCopy Connector for Fax via Lotus NotesThe eCopy Connector for Fax via Lotus Notes enables users to scan and fax documents

Page 4

eCopy ShareScan OP Installation and Setup Guide | 933 Select the Configure tab, then specify the account settings.Section Field Name DescriptionShareS

Page 5

94 | Configuring connectors4 Click the Fax Format tab, which displays samples of the current fax address format, then specify the Fax format (see “Con

Page 6

eCopy ShareScan OP Installation and Setup Guide | 956 On the Content tab, specify the settings (see “Configuring the Content settings” on page 64).7 O

Page 7

96 | Configuring connectorseCopy Connector for SMTP using LDAPThe eCopy Connector for SMTP using LDAP enables users to send scanned documents from an

Page 8

eCopy ShareScan OP Installation and Setup Guide | 974 Select the Local Address Book tab, then specify the settings.5 On the Content tab, specify the s

Page 9 - Getting Started

98 | Configuring connectorseCopy connector for SMTP using LDAP Wizard settingsSection Field DescriptionLDAP Server Type Server Type Select from the fo

Page 10 - Technical support

eCopy ShareScan OP Installation and Setup Guide | 99Search Settings Start Search AtThe node on the LDAP tree from which all searches should begin. If

Page 11

100 | Configuring connectorsUser Logon SettingsNone Sends the user at the device directly to the Send screen without displaying the Logon screen. If y

Page 12 - 4

eCopy ShareScan OP Installation and Setup Guide | 101eCopy connector for SMTP using LDAP Properties settingsThe Properties window allows administrator

Page 13

eCopy ShareScan OP Installation and Setup Guide | 3What’s new in ShareScan OP v4.0ShareScan OP v4.0 includes new features and enhancements. Session L

Page 14 - 6

102 | Configuring connectorsSearch Base DN The DN (distinguished name) of the base or root of the directory in which to search. This varies depending

Page 15

eCopy ShareScan OP Installation and Setup Guide | 103Advanced LDAP SettingsThis tab allows you to customize your queries to the LDAP database and cho

Page 16 - 8

104 | Configuring connectorsCommon nameThe attribute that your system uses to query the user’s common name. The default choices are:>uid> SAMAcc

Page 17 - (Services pane)

eCopy ShareScan OP Installation and Setup Guide | 105SMTP SettingsSection Field DescriptionSMTP Server Server The IP address or DNS name of the SMTP s

Page 18

106 | Configuring connectorsUser Logon SettingsSection Field DescriptionLogon Send from a generic account Sends the user at the device directly to the

Page 19 - ShareScan OP

eCopy ShareScan OP Installation and Setup Guide | 107eCopy Connector for Fax via SMTPThe Fax via SMTP connector enables users to scan and fax document

Page 20 - Installation overview

108 | Configuring connectors3 Select the Configure tab, then specify the settings.Section Field Name DescriptionLDAP ServerSpecifies the information a

Page 21 - Installing a TWAIN driver

eCopy ShareScan OP Installation and Setup Guide | 1094 Select the Fax Format tab, which displays samples of the current fax address format, then speci

Page 22 - Installing the UPDD driver

110 | Configuring connectors5 Click the Address Books tab, then specify the settings.6 On the Content tab, specify the Content settings (see “Configur

Page 23 - Configuring the touch screen

eCopy ShareScan OP Installation and Setup Guide | 111Quick ConnectQuick Connect enables users to scan documents and deliver them to predetermined netw

Page 24 - Installing eCopy ShareScan OP

4 | Getting Started Connector services: The new Services node contains all the services that used to be on the Advanced and Tracing tabs. The followi

Page 25

112 | Configuring connectorsDefining a scanning destinationYou must define at least one destination on the Destinations tab. If you define more than o

Page 26 - Licensing scanning devices

eCopy ShareScan OP Installation and Setup Guide | 113Destination TypeSection Field DescriptionWindows Folder, Novell NetWare Folder, or FTP FolderFold

Page 27

114 | Configuring connectorsSMTP MessageSMTP serverName The name of the server to use when sending the scanned image files.Port The port number of the

Page 28

eCopy ShareScan OP Installation and Setup Guide | 115Defining a file naming fieldQuick Connect includes several file naming options: You can configur

Page 29

116 | Configuring connectorsThe file name generated at the device is composed of one or more fields. Use the Field Editor to specify the default field

Page 30

eCopy ShareScan OP Installation and Setup Guide | 117Defining an index fieldWhen you configure Quick Connect’s document indexing option, the connector

Page 31

Quick Connect Update | Page 118Setting a database destinationSetting a database as a destination in Quick Connect allows users at the device to scan d

Page 32

Quick Connect Update | Page 119Mapping an index field to a database locationYou can map any type of index field — Alphanumeric, File Name, Numeric, et

Page 33

Quick Connect Update | Page 1204 On the Map Database Fields tab, under Select Table Name, select a table. The index values that the user enters in ind

Page 34

Quick Connect Update | Page 121Using a database as the source of index valuesYou can create an index field that uses a database as the source of index

Page 35

eCopy ShareScan OP Installation and Setup Guide | 5> Document Tracking: This service enables you to create a connector profile that saves a copy of

Page 36

Quick Connect Update | Page 122Configuring a datasourceTo configure a datasource:1 In the New destination window or the Select Recent DataSource windo

Page 37

Quick Connect Update | Page 123Specifying Data Link propertiesThe Microsoft Data Link Properties window opens when you select Other as the database ty

Page 38 - Exchange > Services

124 | Configuring connectorseCopy Connector for Captaris RightFaxThe eCopy Connector for Captaris RightFax enables users to scan and fax documents fro

Page 39

eCopy ShareScan OP Installation and Setup Guide | 125Use Windows NT authenticationAvailable only for RightFax Server 8.7 and later. If selected, all u

Page 40

126 | Configuring connectors4 On the Content tab, specify the settings (see “Configuring the Content settings” on page 64).5 If you want to use the Ex

Page 41

eCopy ShareScan OP Installation and Setup Guide | 127Scan to eCopy DesktopThe Scan to eCopy Desktop connector provides an easy way for users to scan d

Page 42

128 | Configuring connectors Network Home Directories: Must be created by a network administrator. If you configure the connector to use a network ho

Page 43 - Send to eCopy tab

eCopy ShareScan OP Installation and Setup Guide | 129Security for network home directoriesNetwork security native to Windows and Novell home directori

Page 44

130 | Configuring connectorsMultiple ShareScan OP Service Managers on the same domain or tree should all point to the same Inbox Management directory.

Page 45

eCopy ShareScan OP Installation and Setup Guide | 131Scan to eCopy Desktop pre-configurationBefore you can configure Scan to eCopy Desktop, a network

Page 46 - What’s next?

6 | Getting Started Send to self: This option, which is available for all the mail connectors, enables you to create a connector profile that sends s

Page 47 - Overview

132 | Configuring connectors4 Select the Configure tab, then specify the settings.Section Field Name DescriptionInbox Management DirectoryServer Selec

Page 48 - Supported scan settings

eCopy ShareScan OP Installation and Setup Guide | 1335 Click Save, select or specify the profile name, then click Save.To configure services for Scan

Page 49

134 | Configuring connectorsAbout the Inbox AgentThe eCopy Inbox Agent is a Windows Service that is installed with the ShareScan OP Services Manager.

Page 50 - Configuring Send to eCopy

eCopy ShareScan OP Installation and Setup Guide | 135Scan to PrinterScan to Printer enables users to scan and print documents from an eCopy-enabled de

Page 52

eCopy ShareScan OP Installation and Setup Guide | 137Configuring eCopy ServicesYou configure eCopy Services by specifying various settings . You enabl

Page 53

138 | Configuring eCopy ServicesTo enable the Bates Numbering Service:1In the console tree, click System Information > Properties and then select t

Page 54 - Configuring system properties

eCopy ShareScan OP Installation and Setup Guide | 1393 Use the Bates Numbering Modify window to specify the Endorsement, Text Message, and Position in

Page 55

140 | Configuring eCopy ServicesBates Numbering format windowSection Field DescriptionEndorsementThis always includes the page number, and may include

Page 56 - Configuring keyboard settings

eCopy ShareScan OP Installation and Setup Guide | 141About Bates page numberingWhen you, or a user, create a Bates format, you specify the starting pa

Page 57 - Configuring Session Logon

eCopy ShareScan OP Installation and Setup Guide | 7 Cc: The Cc: (carbon copy) feature, which is available for all the mail connectors, allows users t

Page 58

142 | Configuring eCopy ServicesUsing the Cost Recovery ServiceCost recovery is available as an add-on service to eCopy ShareScan OP and provides an i

Page 59 - About licensing devices

eCopy ShareScan OP Installation and Setup Guide | 143Managing eCopy-enabled devicesManaging eCopy-enabled devices involves the following tasks: Speci

Page 60 - Adding product keys

144 | Managing eCopy-enabled devicesSpecifying default scanner settingsYou can specify default scanner settings for eCopy-enabled devices. The User mo

Page 61 - Deleting product keys

eCopy ShareScan OP Installation and Setup Guide | 145Configuring activity tracking for deviceseCopy ShareScan OP includes an activity tracking functio

Page 62

146 | Managing eCopy-enabled devices2 On the Activity Logging tab, specify the settings.3 Click Save.Section Field/button name DescriptionEnable Enabl

Page 63 - Activating licenses

eCopy ShareScan OP Installation and Setup Guide | 147Configuring additional activity tracking fieldsYou can use the Additional Fields function to obta

Page 64 - Reporting scanning activity

148 | Managing eCopy-enabled devicesUsing the Field EditorYou use the Field Editor to add or edit fields that the user sees in the client application.

Page 65

eCopy ShareScan OP Installation and Setup Guide | 149Configuring Document TrackingDocument Tracking enables you to create a connector profile that sav

Page 66 - Remote administration

150 | Managing eCopy-enabled devicesPublishing connector profilesYou can publish groups of connector profiles to one or more eCopy-enabled devices. Yo

Page 67 - Configuring connectors

eCopy ShareScan OP Installation and Setup Guide | 151During publishing, the status for each device is updated. If an error message appears in the Stat

Page 68 - About connector profiles

8 | Getting Started However, the v3.x Advanced and Tracing tabs still appear on the v4.0 Properties pane, as shown in the following WorkSite Properti

Page 69

152 | Managing eCopy-enabled devices3 Click New.4 In the Profile Name field, enter a name for the group of connector profiles.5 In the Activate Connec

Page 70 - Activating connector profiles

eCopy ShareScan OP Installation and Setup Guide | 1536 Select the connector profiles that you want to publish and click OK.7 In the Create Profile win

Page 71 - NTER between each line

154 | Managing eCopy-enabled devicesIf a device or Services Manager does not appear in the list, specify the device or Services Manager name or the IP

Page 72 - 64

eCopy ShareScan OP Installation and Setup Guide | 155To publish a group of profiles:1In the Manage window, select the check box next to the target dev

Page 73

156 | Managing eCopy-enabled devicesTo create a copy of a group:Sometimes it is easier to copy and edit an existing group of connector profiles, rathe

Page 74 - Configuring Express

eCopy ShareScan OP Installation and Setup Guide | 157Managing and using the client applicationeCopy ShareScan OP supports the client application on th

Page 75

158 | Managing and using the client applicationSelecting a different TWAIN driver for the ScanStation clientYou select a TWAIN driver when you license

Page 76 - Example:

eCopy ShareScan OP Installation and Setup Guide | 159Starting and stopping the ScanStation client from the consoleYou can also start the client by cli

Page 77 - About the Field Editor

160 | Managing and using the client applicationSpecifying an exit password for the ScanStation clientBy default, there are two ways to quit the client

Page 78 - 70

eCopy ShareScan OP Installation and Setup Guide | 161Configuring the keyboard for the ScanStation clientYou can configure the client to use a hard key

Page 79

eCopy ShareScan OP Installation and Setup Guide | 9 The v3.x connectors will use the “Advanced” settings that you specify on the Document Settings ta

Page 80 - Installing MSDE

162 | Managing and using the client applicationConfiguring ScanStation logon settingsYou can configure the ScanStation to automatically start the clie

Page 81

eCopy ShareScan OP Installation and Setup Guide | 163Configuring advanced ScanStation settingsYou may need to configure the advanced logging settings

Page 82 - 74

164 | Managing and using the client applicationUsing ShareScan OP connectorsAfter you create and save connector profiles and activate them on a device

Page 83 - Document Settings

eCopy ShareScan OP Installation and Setup Guide | 165Using the on-screen keyboardA device with an embedded client always uses the on-screen keyboard.

Page 84 - 76

166 | Managing and using the client applicationQuick reference to using a ShareScan OP connectorThis section includes information about performing fun

Page 85

eCopy ShareScan OP Installation and Setup Guide | 167To use a ShareScan OP connector:1Place your document in the feeder or on the glass.2 Access the S

Page 86 - Configuring Scanner Settings

168 | Managing and using the client application3 If your system is configured to use the Session Logon feature, enter your user credentials on the Log

Page 87 - Configuring Tracing settings

eCopy ShareScan OP Installation and Setup Guide | 1694 Review the default scanner settings.Press Scanner Settings if you want to change any of the set

Page 88 - 80

170 | Managing and using the client application5 Press a connector button, such as Mail via Exchange, to start scanning the document. The client displ

Page 89

eCopy ShareScan OP Installation and Setup Guide | 1717 Press Document Settings if you want to review the default settings, such as the file format (se

Page 91 - Click OK

172 | Managing and using the client application9 If the Send screen appears, select or enter the recipients of the scanned document and, optionally, s

Page 92 - 84

eCopy ShareScan OP Installation and Setup Guide | 17310 When you are ready to send the document, press the delivery button for the connector, which is

Page 93

174 | Managing and using the client applicationCopyCopy is available for some embedded clients. If you try to activate a Copy profile on an unsupporte

Page 94 - 86

eCopy ShareScan OP Installation and Setup Guide | 175eCopy Connector for Microsoft ExchangeBefore using a connector, see “Quick reference to using a S

Page 95

176 | Managing and using the client application9 If the Output File Name screen appears, leave the default file name or enter a new name. The number o

Page 96 - 88

eCopy ShareScan OP Installation and Setup Guide | 17711 If the Send screen appears, select or enter the recipient names, and, optionally, specify subj

Page 97

178 | Managing and using the client applicationeCopy Connector for Fax via Microsoft ExchangeBefore using a connector, see “Quick reference to using a

Page 98 - 90

eCopy ShareScan OP Installation and Setup Guide | 17910 If the Send screen appears, select or enter the recipient information, and, optionally, specif

Page 99

180 | Managing and using the client applicationeCopy Connector for Lotus Notes MailBefore using a connector, see “Quick reference to using a ShareScan

Page 100 - 92

eCopy ShareScan OP Installation and Setup Guide | 1819 If the Output File Name screen appears, leave the default file name or enter a new name. The nu

Page 101

eCopy ShareScan OP Installation and Setup Guide | 11Quick Start: Installing and setting up eCopy ShareScan OPProduct overvieweCopy ShareScan OP (Open

Page 102 - 94

182 | Managing and using the client applicationeCopy Connector for Fax via Lotus NotesBefore using a connector, see “Quick reference to using a ShareS

Page 103

eCopy ShareScan OP Installation and Setup Guide | 18310 If the Send screen appears, select or enter the recipient information, and, optionally, specif

Page 104 - 96

184 | Managing and using the client applicationeCopy Connector for SMTP using LDAPBefore using a connector, see “Quick reference to using a ShareScan

Page 105

eCopy ShareScan OP Installation and Setup Guide | 1859 If the Output File Name screen appears, leave the default file name or enter a new name. The nu

Page 106 - 98

186 | Managing and using the client applicationeCopy Connector for Fax via SMTPBefore using a connector, see “Quick reference to using a ShareScan OP

Page 107

eCopy ShareScan OP Installation and Setup Guide | 18710 If the Send screen appears, select or enter the recipient information, and, optionally, specif

Page 108 - 100

188 | Managing and using the client applicationQuick ConnectBefore using a connector, see “Quick reference to using a ShareScan OP connector” on page

Page 109 - Basic LDAP settings

eCopy ShareScan OP Installation and Setup Guide | 18910 If the Folder Navigation screen opens, select the target subfolder in the destination folder.C

Page 110 - 102

190 | Managing and using the client application11 If the File Name screen opens, specify the information in the fields.

Page 111 - Advanced LDAP Settings

eCopy ShareScan OP Installation and Setup Guide | 19112 If the Index File screen opens, specify the information in the index fields.13 When you are re

Page 112 - [title] – eCopy

Licensing, Copyright, and Trademark InformationThe information in this document is subject to change and does not represent a commitment on the part o

Page 113 - SMTP Settings

12 | Quick Start: Installing and setting up eCopy ShareScan OPThe ShareScan OP client is installed on your ScanStation. It displays the user interface

Page 114 - User Logon Settings

192 | Managing and using the client applicationeCopy Connector for Captaris™ RightFax™Before using a connector, see “Quick reference to using a ShareS

Page 115 - Fax via SMTP > Properties

eCopy ShareScan OP Installation and Setup Guide | 19310 If you configured RightFax to capture billing information, the Billing Codes screen opens.Ente

Page 116 - 108

194 | Managing and using the client application11 If the Send screen opens, select or enter the recipient information.Field DescriptionSearch Enter th

Page 117

eCopy ShareScan OP Installation and Setup Guide | 19512 When you are ready to send the document, press the delivery button (Send or Next). Then select

Page 118 - 110

196 | Managing and using the client applicationScan to eCopy DesktopBefore using a connector, see “Quick reference to using a ShareScan OP connector”

Page 119 - Quick Connect

eCopy ShareScan OP Installation and Setup Guide | 1978 If the profile is configured to allow a single recipient, the Specify Recipient screen opens. S

Page 120 - 112

198 | Managing and using the client applicationIf the profile is configured to allow multiple recipients, the Specify Recipients screen opens. Enter t

Page 121

eCopy ShareScan OP Installation and Setup Guide | 199If your name is not included in the Recipients list on the Specify Recipients screen, you are not

Page 122 - 114

200 | Managing and using the client applicationScan to PrinterBefore using a connector, see “Quick reference to using a ShareScan OP connector” on pag

Page 123 - Defining a file naming field

eCopy ShareScan OP Installation and Setup Guide | 201Printing and page layout optionsOption DescriptionCollate This applies only when printing multipl

Page 124 - 116

eCopy ShareScan OP Installation and Setup Guide | 13Installing a TWAIN driverThe eCopy ScanStation uses a TWAIN driver to get input from the scanning

Page 125 - Defining an index field

202 | Managing and using the client applicationFax via PrintBefore using a connector, see “Quick reference to using a ShareScan OP connector” on page

Page 126

eCopy ShareScan OP Installation and Setup Guide | 203Installation EnvironmenteCopy ShareScan OP is a client/server-based application. The ShareScan OP

Page 127

204 | Installation EnvironmentHardware configuration guidelinesTo help you gauge hardware requirements, here are three typical usage scenarios and the

Page 128

eCopy ShareScan OP Installation and Setup Guide | 205ShareScan OP Services Manager PC worksheetYou should not install the ShareScan OP Services Manage

Page 129

206 | Installation EnvironmentManaging firewallsIf you installed Windows XP SP2, there is a Windows Firewall section in Control Panel and the firewall

Page 130 - Configuring a datasource

eCopy ShareScan OP Installation and Setup Guide | 207Firewall and switch worksheetCertain TCP ports must be open for communication between the devices

Page 131

208 | Installation EnvironmentNetwork infrastructure worksheetMultiple domains and multiple workgroups are supported only if the Services Manager and

Page 132 - 124

eCopy ShareScan OP Installation and Setup Guide | 209DNSThe Services Manager must be able to resolve the names of associated devices, whether through

Page 133

210 | Installation EnvironmentNovell supportOn Novell networks, ShareScan OP does not support direct communication between the Services Manager and eC

Page 134 - 126

IndexAabout ShareScan inboxes 127acquiring devices 54activatingconnector profiles 22, 62licenses 55Activity Monitor 56activity trackingadditional fiel

Page 135 - Scan to eCopy Desktop

14 | Quick Start: Installing and setting up eCopy ShareScan OPInstalling the UPDD driverThe Universal Pointing Device Driver (UPDD) is used to configu

Page 136 - 128

212 | Indexconfiguring logon settings (ScanStation) 162connector profilesabout 60activating 22, 62configuring 22configuring to use address books 74cre

Page 137

| 213Ffax address books 91, 94fax address format, configuring 70Fax via Lotus Notesconfiguring 92using 182Fax via Microsoft Exchangeconfiguring 85usin

Page 138 - 130

214 | IndexNnetwork environment 203network home directories, used with Scan to eCopy Desktop 127security for 129network infrastructure worksheet 208no

Page 139

| 215ShareScan inboxes 127permissions for 128security for 128ShareScan OPabout the client 12about the Services Manager 12configuring the Services Mana

Page 141

eCopy ShareScan OP Installation and Setup Guide | 15Configuring the touch screenThe UPDD program enables you to configure the touch screen, which incl

Page 142 - About the Inbox Agent

16 | Quick Start: Installing and setting up eCopy ShareScan OPInstalling eCopy ShareScan OPUse the eCopy ShareScan OP Setup program to install the fol

Page 143 - Scan to Printer

eCopy ShareScan OP Installation and Setup Guide | 177 When you have selected the connectors you want to install, click Next.If you selected a Lotus No

Page 144

18 | Quick Start: Installing and setting up eCopy ShareScan OPLicensing scanning devicesYou license the product from the ShareScan OP Administration c

Page 145 - Configuring eCopy Services

eCopy ShareScan OP Installation and Setup Guide | 193 Click OK. The Administration console opens.To license a scanning device:1In the console tree, do

Page 146

20 | Quick Start: Installing and setting up eCopy ShareScan OPWhen you have added the product key, the Product Key Information window opens. You use t

Page 147

eCopy ShareScan OP Installation and Setup Guide | 215 In the console tree, click Devices > <device_name> > Manage > Status, then select

Page 148 - Bates Numbering format window

Table of ContentsGetting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1About this guide . . . . . . . .

Page 149 - About Bates page numbering

22 | Quick Start: Installing and setting up eCopy ShareScan OPConfiguring and activating connector profilesAfter licensing a scanning device, you conf

Page 150

eCopy ShareScan OP Installation and Setup Guide | 23To specify connector properties:1In the console tree, double-click Connectors. The console display

Page 151 - Specifying the default device

24 | Quick Start: Installing and setting up eCopy ShareScan OP3 Double-click Properties. The console displays the Exchange Properties pane.4 On the Di

Page 152

eCopy ShareScan OP Installation and Setup Guide | 255 Select the Configure tab. (This tab looks a little different for each connector, but contains si

Page 153

26 | Quick Start: Installing and setting up eCopy ShareScan OP7 Select the Advanced Settings tab. You can configure the Exchange connector to allow us

Page 154 - Click Save

eCopy ShareScan OP Installation and Setup Guide | 2710 Select the Content tab. This tab enables you to specify the default subject or note information

Page 155

28 | Quick Start: Installing and setting up eCopy ShareScan OP11 Select the Express tab. You use this new feature (see page 5) to create a profile tha

Page 156 - Using the Field Editor

eCopy ShareScan OP Installation and Setup Guide | 29Click OK. The console displays the recipients in the To: list.13 Click Save to save the settings i

Page 157 - Configuring Document Tracking

30 | Quick Start: Installing and setting up eCopy ShareScan OPTo specify connector services:1In the console tree, click Exchange > Services.2 On th

Page 158 - Publishing connector profiles

eCopy ShareScan OP Installation and Setup Guide | 313 Select the Scanner Settings tab. Then select the Enable Scanner Settings check box and specify t

Page 159

iv | Table of ContentsReference: Configuring the system . . . . . . . . . . . . . . . . . . . . . . . . 45Overview . . . . . . . . . . . . . . . . .

Page 160 - window opens

32 | Quick Start: Installing and setting up eCopy ShareScan OPTo activate a connector profile on a device:1In the console tree, click Devices > <

Page 161

eCopy ShareScan OP Installation and Setup Guide | 333 Select a configured profile, such as “exchange_express”, then click OK. The No. of Profiles colu

Page 162

34 | Quick Start: Installing and setting up eCopy ShareScan OPStarting the ScanStation OP clientThis section provides you with basic information about

Page 163

eCopy ShareScan OP Installation and Setup Guide | 35If you set up a multifunction product (MFP) device to use with Send to eCopy, this pane will inclu

Page 164

36 | Quick Start: Installing and setting up eCopy ShareScan OP3 Select the ScanStation Logon tab. Make sure this tab contains logon credentials. The c

Page 165 - Managing embedded clients

eCopy ShareScan OP Installation and Setup Guide | 37The scanner settings that you specified on the device’s Scanner Settings tab are displayed in the

Page 166

38 | Quick Start: Installing and setting up eCopy ShareScan OPWhat’s next?The rest of this guide contains reference information for configuring the sy

Page 167

eCopy ShareScan OP Installation and Setup Guide | 39Quick Start: Setting up MFP devices to use with Send to eCopyOvervieweCopy ScanStation OP enables

Page 168

40 | Quick Start: Setting up MFP devices to use with Send to eCopySupported scan settingsSend to eCopy can retrieve image files from the designated SM

Page 169

eCopy ShareScan OP Installation and Setup Guide | 413 To register a destination:>Click Scan. The Address Book List page opens.>Click New Registr

Page 170

| vAbout configuring connector Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75Document Sett

Page 171

42 | Quick Start: Setting up MFP devices to use with Send to eCopyConfiguring Send to eCopyThe Send to eCopy tab is available in the eCopy ShareScan O

Page 172 - Using ShareScan OP connectors

eCopy ShareScan OP Installation and Setup Guide | 435 Under Location, specify the following information about the target storage folder:>Type : Sel

Page 173 - Using the on-screen keyboard

44 | Quick Start: Setting up MFP devices to use with Send to eCopyUsing scanned documents with the ScanStation clientAfter a user scans documents to t

Page 174

eCopy ShareScan OP Installation and Setup Guide | 45Reference: Configuring the systemThe eCopy ShareScan OP Administration console is an MMC (Microsof

Page 175

46 | Reference: Configuring the systemStarting and stopping the Services ManagerThe ShareScan OP Services Manager runs as a Windows service. You can s

Page 176

eCopy ShareScan OP Installation and Setup Guide | 47Specifying advanced propertiesThe Advanced tab allows you to specify properties for encryption, th

Page 177

48 | Reference: Configuring the systemConfiguring keyboard settingsThe Keyboard Settings tab allows you to configure the on-screen keyboard. Devices w

Page 178

eCopy ShareScan OP Installation and Setup Guide | 49Configuring Session LogonWhen you enable Session Logon, users only need to log on a single time to

Page 179

50 | Reference: Configuring the system3 Click Save.4 Restart the Services Manager to apply your settings.Search ParametersSearch On The search criteri

Page 180 - Send screen does not appear

eCopy ShareScan OP Installation and Setup Guide | 51Configuring system tracingYou can write transaction information to a trace file to help with troub

Page 181

vi | Table of ContentsManaging and using the client application . . . . . . . . . . . . . . . . 157Managing embedded clients . . . . . . . . . . . .

Page 182

52 | Reference: Configuring the systemIn the Administration console, the License Information tab displays the status of each product key in the databa

Page 183

eCopy ShareScan OP Installation and Setup Guide | 53To enter a product key manually:1In the console tree, click System Information > Licensing.2 Cl

Page 184

54 | Reference: Configuring the systemAdding a device with an embedded clientYou can manage multiple embedded devices from the Administration console.

Page 185

eCopy ShareScan OP Installation and Setup Guide | 55Activating licensesWhen you assign a product key to a device, you can activate the device’s licens

Page 186

56 | Reference: Configuring the systemMonitoring activity on the Services ManagerThe Activity Monitor enables you to monitor scanning activity on a Sh

Page 187

eCopy ShareScan OP Installation and Setup Guide | 57Export/Import also lets you restore the ShareScan OP Services Manager to a previously-saved config

Page 188

58 | Reference: Configuring the systemRemote administrationWhen the ShareScan OP Services Manager, the Administration console, and all available conne

Page 189

eCopy ShareScan OP Installation and Setup Guide | 59Configuring connectorsAn eCopy ShareScan OP system can use any of the base connectors provided by

Page 190

60 | Configuring connectorsInstalling connectors and servicesTo install a base connector that you did not install during initial installation of the S

Page 191

eCopy ShareScan OP Installation and Setup Guide | 61Creating and saving connector profilesYou must configure a connector's profile and test the s

Page 192

| viiInstallation Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203Network environment . . . . . . . . . . . . . . . . .

Page 193

62 | Configuring connectorsActivating connector profilesTo make connector profiles available at a device, you activate the connectors and then select

Page 194

eCopy ShareScan OP Installation and Setup Guide | 63About configuring general Properties settingsEach connector displays its own Properties settings i

Page 195

64 | Configuring connectorsConfiguring the Content settingsThe Content tab is used to configure settings for messages and bylines included in messages

Page 196

eCopy ShareScan OP Installation and Setup Guide | 653 Click Save, select or specify the profile name, then click Save.Email Address Format in Message

Page 197

66 | Configuring connectorsConfiguring ExpressExpress allows you to reduce the amount of time that your users spend at the device. You do this by enab

Page 198

eCopy ShareScan OP Installation and Setup Guide | 673 Click Save, select or specify the profile name, then click Save.To configure the Scan to eCopy D

Page 199

68 | Configuring connectorsConfiguring Search while typingThe Search while typing function enables ShareScan OP to automatically search for matching a

Page 200

eCopy ShareScan OP Installation and Setup Guide | 69About the Field EditorWhen you create file name fields or index fields, you select the field type

Page 201

70 | Configuring connectorsConfiguring the fax address formatFor fax connectors, you must define the fax address format required by your fax server ap

Page 202

eCopy ShareScan OP Installation and Setup Guide | 713 For each component, select the Value field (for example, Prefix Value), click Modify, enter the

Page 204

72 | Configuring connectorsInstalling MSDEYou install MSDE SP3 using the ShareScan OP Setup program.To install MSDE:1Insert the ShareScanOP installati

Page 205

eCopy ShareScan OP Installation and Setup Guide | 73Creating an address book databaseYou can create an address book database on any PC running ShareSc

Page 206

74 | Configuring connectorsConfiguring a connector to use the address bookAfter creating and enabling the address book, you can configure connectors t

Page 207

eCopy ShareScan OP Installation and Setup Guide | 75About configuring connector ServicesUse the tabs in the connector Services window to configure Ser

Page 208

76 | Configuring connectorsFile Format TIF FaxTIFPDFeCopySpecifies the default image format for use with the selected profile. TIF Fax supports Group3

Page 209

eCopy ShareScan OP Installation and Setup Guide | 773 Click Save, select or specify the profile name, and then click Save.BatchingThis option is for

Page 210 - Fax via Print

78 | Configuring connectorsConfiguring Scanner SettingsUse Scanner Settings to attach scanner settings to a connector profile. For example, assume th

Page 211 - Installation Environment

eCopy ShareScan OP Installation and Setup Guide | 79Configuring Tracing settingsUse the Tracing tab to configure how you want to capture trace informa

Page 212

80 | Configuring connectorsConnector-specific configuration informationThis section provides information about configuring each connector. For informa

Page 213 - Exchange Server

eCopy ShareScan OP Installation and Setup Guide | 81eCopy Connector for Microsoft ExchangeThe eCopy connector for Microsoft Exchange enables users to

Page 214 - Device worksheet

eCopy ShareScan OP Installation and Setup Guide | 1Getting StartedAbout this guideThis guide is intended for administrators responsible for installing

Page 215 - Firewall and switch worksheet

82 | Configuring connectors4 Click Properties , then specify the basic settings.Section Field/Button Name DescriptionShareScan OP User11 eCopy recomme

Page 216

eCopy ShareScan OP Installation and Setup Guide | 835 Select the Advanced Settings tab, then specify the advanced settings.6 Click OK.Section Field Na

Page 217 - Configuring the HOSTS file

84 | Configuring connectors7 Select the Local Address Book tab, then specify the settings.8 On the Content tab, specify the settings (see “Configuring

Page 218 - Novell support

eCopy ShareScan OP Installation and Setup Guide | 85eCopy Connector for Fax via Microsoft ExchangeThe eCopy connector for Fax via Microsoft Exchange e

Page 219

86 | Configuring connectors3 Select the Configure tab, then specify the settings.4 Select the Fax Format tab, which displays samples of the current fa

Page 220 - 212

eCopy ShareScan OP Installation and Setup Guide | 875 Click the Address Books tab, then specify the settings.6 On the Content tab, specify the Content

Page 221

88 | Configuring connectorseCopy Connector for Fax via PrintThe eCopy Connector for Fax via Print enables users to fax documents from an eCopy-enabled

Page 222 - 214

eCopy ShareScan OP Installation and Setup Guide | 89eCopy Connector for Lotus Notes MailThe eCopy Connector for Lotus Notes Mail enables users to send

Page 223

90 | Configuring connectors3 Select the Configure tab, then specify the account settings.Section Field Name DescriptionShareScan OP UserSpecifies the

Page 224

eCopy ShareScan OP Installation and Setup Guide | 914 Click the Address Books tab, then specify the settings.5 On the Content tab, specify the setting

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