Sharp e-Copy ShareScan Einstellungsanleitung

Part Number: 73-ALL (10/2007)eCopy™ ShareScan® 4.2Installation and Setup Guidefor ALL

x | Table of ContentsTABLE 29. Exchange Properties: Advanced Account Settings . . . . . . . . . . . . . . . . . . . . . . . . 182TABLE 30. Exchange

88 | Quick Start: Installing and setting up ShareScanIf you are using a TWAIN driver, the Use TWAIN user interface for settings check box may enable

eCopy ShareScan® Installation and Setup Guide | 89If you are using a TWAIN driver on this ScanStation, select Enable TWAIN.

90 | Quick Start: Installing and setting up ShareScan2 Select the Settings tab, enter a password in the Password (Exit) field, and then click Save.S

eCopy ShareScan® Installation and Setup Guide | 913 Select the ScanStation Logon tab.You must specify logon credentials on this tab. The Client will

92 | Quick Start: Installing and setting up ShareScanTo start the Client:1 Select the Status tab.2 Under Client Status, click Start.The Client appea

eCopy ShareScan® Installation and Setup Guide | 933 Press the connector button.If prompted, select your TWAIN-enabled device.If the TWAIN driver’s us

94 | Quick Start: Installing and setting up ShareScan

eCopy ShareScan® Installation and Setup Guide | 95Quick Start: Setting up MFPs to use with Send to eCopyeCopy ScanStation™ enables users of supported

96 | Quick Start: Setting up MFP devices to use with Send to eCopySetup tasksBefore setting up an MFP that you plan to use with Send to eCopy, make

eCopy ShareScan® Installation and Setup Guide | 97Creating a network shared foldereCopy recommends that you create a network shared folder on the Sca

xiTABLE 59. Devices: Document Tracking folder settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . .259TABLE 60. Devices: ID Service Set

98 | Quick Start: Setting up MFP devices to use with Send to eCopyCreating an FTP folderIf your company does not have an FTP site, you must create o

eCopy ShareScan® Installation and Setup Guide | 99Supported scan settingsSend to eCopy can retrieve scanned image documents from the designated SMB f

100 | Quick Start: Setting up MFP devices to work with Send to eCopyConfiguring a Konica Minolta MFPTo configure a Konica Minolta MFP to use with Se

eCopy ShareScan® Installation and Setup Guide | 1015 To register the program: In the navigation pane, click Program.The Program List page opens. Cl

102 | Quick Start: Setting up MFP devices to work with Send to eCopyScanning documentsYou scan documents to the shared network folder that you creat

eCopy ShareScan OP Installation and Setup Guide | 103Configuring a Ricoh scanning deviceBefore scanning documents for use with Send to eCopy, you mu

104 | Quick Start: Setting up MFP devices to work with Send to eCopyConfiguring a Sharp MFPTo configure a Sharp MFP to use with Send to eCopy, you c

eCopy ShareScan® Installation and Setup Guide | 1055 If the default folder is the network shared folder that you created on the ScanStation (see page

106 | Quick Start: Setting up MFP devices to work with Send to eCopy5 Under New Destination, click FTP.6 Under FTP Destination Control, make sure th

eCopy ShareScan® Installation and Setup Guide | 107Scanning documentsYou scan documents to the scan destination specified in the profile that you cre

xii | Table of Contents

108 | Quick Start: Setting up MFP devices to work with Send to eCopyConfiguring a Toshiba MFP with an e-Bridge ControllerTo configure a Toshiba MFP

eCopy ShareScan® Installation and Setup Guide | 1097 Save the information.8 Click Log Out.Creating a scan template groupUse the following procedure t

110 | Quick Start: Setting up MFP devices to work with Send to eCopy6 Select Scan Setting, specify the following settings, and then click Save.7 At

eCopy ShareScan® Installation and Setup Guide | 111Configuring a Toshiba MFP with a GL ControllerTo configure a Toshiba MFP to use with Send to eCopy

112 | Quick Start: Setting up MFP devices to work with Send to eCopyCreating and configuring scan templatesThis section specifies only required sett

eCopy ShareScan® Installation and Setup Guide | 1136 Under Agent Settings, specify the following settings:7 Click OK.Option Description/SettingSend T

114 | Quick Start: Setting up MFP devices to work with Send to eCopyEnabling file storage in network foldersUse the following procedure to enable fi

eCopy ShareScan® Installation and Setup Guide | 115Configuring Send to eCopyThe Send to eCopy tab is available in the eCopy ShareScan Administration

116 | Quick Start: Setting up MFP devices to work with Send to eCopy4 Under Location, specify the information about the target storage folder (see T

eCopy ShareScan® Installation and Setup Guide | 117TABLE 5. Send to eCopy: Location settings for target storage folderField Description/SettingType A

eCopy ShareScan® Installation and Setup Guide | 1Getting StartedThis guide is intended for administrators responsible for installing and configuring

118 | Quick Start: Setting up MFP devices to work with Send to eCopyUsing scanned documents at the ScanStationUsers, at MFPs configured for use with

eCopy ShareScan® Installation and Setup Guide | 119Reference: Configuring the systemWhen you install ShareScan, the Administration console, an MMC (M

120 | Reference: Configuring the systemStarting, stopping, and restarting the Services ManagerThe Services Manager runs as a Windows service. You st

eCopy ShareScan® Installation and Setup Guide | 121Setting security options for a Services ManagerThe Security Options function, which you can config

122 | Reference: Configuring the systemTo grant access to other Services Managers:1 In the console tree, select the name of the Services Manager and

eCopy ShareScan® Installation and Setup Guide | 123Configuring system propertiesYou can specify system properties that apply to all devices connected

124 | Reference: Configuring the systemTo configure advanced system properties:1 In the console tree, select System Information > Properties and

eCopy ShareScan® Installation and Setup Guide | 125Configuring keyboard settingsThe Keyboard Settings tab enables you to select a language for the ha

126 | Reference: Configuring the systemConfiguring Session LogonWhen you enable Session Logon, users at a device only need to log on a single time t

eCopy ShareScan® Installation and Setup Guide | 127TABLE 9. System properties: Session Logon tabSection Field Name DescriptionDirectory ServicesThe d

2 | Getting StartedFurther informationThe documentation set consists of the following documents: eCopy ScanStand™ Assembly Instructions: Provides i

128 | Reference: Configuring the systemConfiguring system tracingThe system can write transaction information to a trace file to help with troublesh

eCopy ShareScan® Installation and Setup Guide | 129Licensing devicesEvery device that you use with eCopy software requires a valid license. To obtain

130 | Reference: Configuring the systemAdding product keysThere are three ways to add product keys to the license database: Enter each key manually

eCopy ShareScan® Installation and Setup Guide | 1313 Click OK.When you add a product key for a ScanStation, the Select Source window opens. Select th

132 | Reference: Configuring the systemAdding a device with an embedded ClientAn embedded device is a device running ShareScan Embedded software. Yo

eCopy ShareScan® Installation and Setup Guide | 133Activating licensesWhen you assign a product key to a device, you can activate the device’s licens

134 | Reference: Configuring the systemGenerating a license reportThe license report helps you recover your product keys and license codes, if neces

eCopy ShareScan® Installation and Setup Guide | 135Monitoring scanning activityThe Activity Monitor enables you to monitor scanning activity on a Ser

136 | Reference: Configuring the systemReporting scanning activityThe Reporting function enables you to display the total number of pages scanned. T

eCopy ShareScan® Installation and Setup Guide | 137Backing up and sharing configuration filesThe Export / Import utility enables you to perform the f

eCopy ShareScan® Installation and Setup Guide | 3Technical supportTechnical support is available to registered users of eCopy software during the war

138 | Reference: Configuring the systemTo import files:1 To access the utility, use either of the following methods: Select the Services Manager an

eCopy ShareScan® Installation and Setup Guide | 139Remote administrationWhen the Services Manager, the Administration console, and all available conn

140 | Reference: Configuring the system2 In the Domain list, select your domain controller.3 In the Name field, enter the first few letters of the f

eCopy ShareScan® Installation and Setup Guide | 141Reference: Common configuration information for connectorsAn eCopy™ ShareScan system can use the f

142 | Reference: Common configuration information for connectorsInstalling and removing connectorsDuring initial installation of the ShareScan softw

eCopy ShareScan® Installation and Setup Guide | 143To install an eCopy Connector from a separate CD:If you are installing any connector other than th

144 | Reference: Common configuration information for connectorsConfiguring connector profilesEach connector profile defines a set of configuration

eCopy ShareScan® Installation and Setup Guide | 145To update an existing profile:1 In the console tree, select the connector whose profile you want t

146 | Reference: Common configuration information for connectors6 Select the Selection tab and then click Arrange.The Arrange Profiles window opens.

eCopy ShareScan® Installation and Setup Guide | 147Configuring Document ServicesWhen you purchase and install a Document Service, the service is visi

4 | Getting StartedWhat’s new in ShareScan 4.2ShareScan® 4.2 includes new features and enhancements: Two versions of ShareScan 4.2. To accommodate

148 | Reference: Common configuration information for connectorsConfiguring common Properties settingsThis section describes how to configure the pr

eCopy ShareScan® Installation and Setup Guide | 149Configuring the Display propertiesThe Display tab specifies the image and label that will be used

150 | Reference: Common configuration information for connectorsConfiguring the Content propertiesThe Content tab specifies the properties for subje

eCopy ShareScan® Installation and Setup Guide | 151.Email Address Format in Message Content(applies to the Lotus Notes Mail Connector)Determines how

152 | Reference: Common configuration information for connectorsConfiguring the Express propertiesThe Express function enables you to reduce the amo

eCopy ShareScan® Installation and Setup Guide | 153eCopy Connectors for:Fax via Microsoft Exchange Fax via SMTP Destination List When you enable the

154 | Reference: Common configuration information for connectorsSetting up Scan to eCopy Desktop with Express functionsThere is no separate Express

eCopy ShareScan® Installation and Setup Guide | 155Configuring the Search while typing optionThe Search while typing option enables ShareScan to auto

156 | Reference: Conmmon configuration information for connectorsConfiguring file name and index fieldsYou use the Field Editor or the Index Field E

eCopy ShareScan® Installation and Setup Guide | 157Device Name No additional settings.File Name The name of the scanned file.File Size The size (in K

eCopy ShareScan® Installation and Setup Guide | 5 Support for ISIS® (Image and Scanner Interface Specification) scanner drivers. Support for hard k

158 | Reference: Common configuration information for connectorsConfiguring the fax address formatFor fax connectors, you must define the fax addres

eCopy ShareScan® Installation and Setup Guide | 1591 Open the Fax Address Format window..2 Refer to the documentation for your fax server application

160 | Reference: Common configuration information for connectorsConfiguring support for local address booksShareScan supports the use of Microsoft S

eCopy ShareScan® Installation and Setup Guide | 161Installing SQL ExpressYou must install SQL Express using the ShareScan installation program. To in

162 | Reference: Common configuration information for connectorsCreating a local address book databaseYou can create a local address book database o

eCopy ShareScan® Installation and Setup Guide | 163The following table documents all the settings on the Address Books and Local Address Book tabs, i

164 | Reference: Common configuration information for connectorsConfiguring connector profiles to use address booksAfter creating and enabling addre

eCopy ShareScan® Installation and Setup Guide | 165Configuring connector ServicesThis section describes how to configure the connector Services that

166 | Reference: Common configuration information for connectorsConfiguring Document SettingsThe Document Settings tab enables you to specify defaul

eCopy ShareScan® Installation and Setup Guide | 167TABLE 23. Services: Document Settings tabOption Setting DescriptionEncryption(for PDF and eCopy fi

6 | Getting Started

168 | Reference: Common configuration information for connectorsDocument NameDefault The default naming format for the scanned documents:DeviceName_

eCopy ShareScan® Installation and Setup Guide | 169Batching(for PDF and eCopy file formats only)On Will be available for use with the profile.Off Wil

170 | Reference: Common configuration information for connectorsConfiguring Scanner SettingsThe Scanner Settings tab enables you to attach default s

eCopy ShareScan® Installation and Setup Guide | 171Configuring Tracing settingsThe Tracing tab enables you to configure the capture of trace informat

172 | Reference: Common configuration information for connectors

eCopy ShareScan® Installation and Setup Guide | 173Reference: Connector-specific configuration informationThis section provides information about con

174 | Reference: Connector-specific configuration informationCopyCopy enables users to perform a variety of copying functions using eCopy ShareScan

eCopy ShareScan® Installation and Setup Guide | 175eCopy Connector for Microsoft ExchangeThe eCopy Connector for Microsoft Exchange enables a user to

176 | Reference: Connector-specific configuration information.TABLE 26. Exchange: Connection protocolsProtocol CombinationMicrosoft Outlook Required

eCopy ShareScan® Installation and Setup Guide | 177To configure eCopy Connector for Microsoft Exchange properties:eCopy recommends that you use the W

eCopy ShareScan® Installation and Setup Guide | 7Quick Start: Installing and setting up ShareScanShareScan extends the capabilities of digital copier

178 | Reference: Connector-specific configuration informationTo configure eCopy Connector for Microsoft Exchange services:1 In the console tree, sel

eCopy ShareScan® Installation and Setup Guide | 179Exchange Connectors Wizard SettingsThe settings that you see in the Wizard depend on the informati

180 | Reference: Connector-specific configuration informationThe Wizard prompts you to enter information based on your choice of environment setting

eCopy ShareScan® Installation and Setup Guide | 181TABLE 28. Exchange Properties: Basic Settings tabSection Field/Button Name DescriptionShareScan Us

182 | Reference: Connector-specific configuration informationThe following table describes the advanced account settings for each combination of pro

eCopy ShareScan® Installation and Setup Guide | 183LDAP/WEBDAVUses the same Global Catalog Server options as the ones available for the LDAP/MAPI com

184 | Reference: Connector-specific configuration informationAll the settings in this table apply to the eCopy Connector for Microsoft Exchange. Set

eCopy ShareScan® Installation and Setup Guide | 185Fax Format settings are available only for the eCopy Connector for Fax via Microsoft Exchange.Othe

186 | Reference: Connector-specific configuration informationTABLE 32. Exchange Properties: Advanced Settings tabSection Field NameDescriptionUse Ex

eCopy ShareScan® Installation and Setup Guide | 187eCopy Connector for Microsoft Exchange Local Address Book SettingsThis Local Address Book tab enab

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

8 | Quick Start: Installing and setting up ShareScanProduct componentsYour Client screen may not look exactly like the one in the illustration. The

188 | Reference: Connector-specific configuration informationeCopy Connector for Fax via Microsoft ExchangeThe eCopy Connector for Fax via Microsoft

eCopy ShareScan® Installation and Setup Guide | 189To configure eCopy Connector for Fax via Microsoft Exchange properties:eCopy recommends that you u

190 | Reference: Connector-specific configuration informationeCopy Connector for Lotus Notes MailThe eCopy Connector for Lotus Notes Mail enables us

eCopy ShareScan® Installation and Setup Guide | 191TABLE 33. Lotus Notes Mail Properties: Configure tabSection Field/Button DescriptionShareScan User

192 | Reference: Connector-specific configuration informationTo configure eCopy Connector for Lotus Notes Mail services:1 In the console tree, selec

eCopy ShareScan® Installation and Setup Guide | 193eCopy Connector for Fax via Lotus NotesThe eCopy Connector for Fax via Lotus Notes enables users t

194 | Reference: Connector-specific configuration informationTo configure the eCopy Connector for Fax via Lotus Notes properties:1 In the console tr

eCopy ShareScan® Installation and Setup Guide | 195To configure eCopy Connector for Fax via Lotus Notes services:1 In the console tree, select Fax vi

196 | Reference: Connector-specific configuration informationeCopy Connector for SMTP using LDAPThe eCopy Connector for SMTP using LDAP enables user

eCopy ShareScan® Installation and Setup Guide | 197To configure the eCopy Connector for SMTP using LDAP services:1 In the console tree, select LDAP/S

eCopy ShareScan® Installation and Setup Guide | 9The ShareScan Client is installed on a MEAP®-enabled Canon® imageRUNNER™Ricoh SDK/J-enabled deviceSc

198 | Reference: Connector-specific configuration informationLDAP Server SettingsNot available if you select Active Directory as the server type.LDA

eCopy ShareScan® Installation and Setup Guide | 199Search Settings Start Search AtThe node on the LDAP tree from which all searches should begin. If

200 | Reference: Connector-specific configuration informationUser Logon SettingsNone Sends the user at the device directly to the Send screen withou

eCopy ShareScan® Installation and Setup Guide | 201eCopy Connector for SMTP using LDAP PropertiesThe Properties window enables administrators who are

202 | Reference: Connector-specific configuration informationSearch Base DN The DN of the base or root of the directory in which to search. This var

eCopy ShareScan® Installation and Setup Guide | 203.TABLE 37. LDAP/SMTP Properties: Advanced LDAP taba a.This tab enables you to customize your quer

204 | Reference: Connector-specific configuration informationTABLE 38. LDAP/SMTP Properties: SMTP Settings tabSection Field/Button DescriptionSMTP S

eCopy ShareScan® Installation and Setup Guide | 205Fax Format settings are available for the eCopy connector for Fax via SMTP only.TABLE 39. LDAP/SMT

206 | Reference: Connector-specific configuration informationeCopy Connector for Fax via SMTPThe eCopy Connector for Fax via SMTP enables users to s

eCopy ShareScan® Installation and Setup Guide | 207To configure eCopy Connector for Fax via SMTP services:1 In the console tree, select Fax via SMTP

10 | Quick Start: Installing and setting up ShareScanThe eCopy Services, including Bates Numbering Service and Cost Recovery Service, provide additi

208 | Reference: Connector-specific configuration informationeCopy Connector for Captaris™ RightFax™The eCopy Connector for Captaris™ RightFax™ enab

eCopy ShareScan® Installation and Setup Guide | 209To configure eCopy Connector for Captaris™ RightFax™ properties:1 In the console tree, select Righ

210 | Reference: Connector-specific configuration informationPhone Books Enable Enables the user's personal RightFax phone book to be available

eCopy ShareScan® Installation and Setup Guide | 211TABLE 42. RightFax Properties: Billing Codes tabSection Field/Button DescriptionBilling CodesField

212 | Reference: Connector-specific configuration informationTo configure eCopy Connector for Captaris™ RightFax™ services:1 In the console tree, se

eCopy ShareScan® Installation and Setup Guide | 213eCopy Connector for Fax via PrintThe eCopy Connector for Fax via Print enables users to scan and f

214 | Reference: Connector-specific configuration informationTo configure eCopy Connector for Fax via Print services:1 In the console tree, select F

eCopy ShareScan® Installation and Setup Guide | 215Quick ConnectQuick Connect enables users to scan documents and deliver them to predetermined netwo

216 | Reference: Connector-specific configuration informationTo configure Quick Connect properties:1 In the console tree, select Quick Connect >

eCopy ShareScan® Installation and Setup Guide | 217Defining a scanning destinationThe Destinations tab enables you to define scanning destinations. Y

eCopy ShareScan® Installation and Setup Guide | 11Installation tasksBefore installing the product, see page 321 for information about hardware, softw

218 | Reference: Connector-specific configuration informationAuthentication Authenticate UserThe options are: None: Sends scanned documents to the

eCopy ShareScan® Installation and Setup Guide | 219SMTP MessageSMTP Server Name The name of the server to use when sending scanned documents.Port The

220 | Reference: Connector-specific configuration informationDestination ListDestinations Name, Location, and NetworkEnables you to create a list of

eCopy ShareScan® Installation and Setup Guide | 221Defining a file naming fieldThe file name generated at the eCopy-enabled device is composed of one

222 | Reference: Connector-specific configuration informationTo define file naming fields:1 Select the File Name tab.2 Click New.3 Use the Field Edi

eCopy ShareScan® Installation and Setup Guide | 223Configuring an index fileWhen a user enters indexing information at a device, Quick Connect writes

224 | Reference: Connector-specific configuration information There are three types of index values. The type of index value determines the frequen

eCopy ShareScan® Installation and Setup Guide | 225To configure the index file:1 Select the Index File tab.2 In the File Format area, select the form

226 | Reference: Connector-specific configuration information4 Configure the data source (see page 230).When you have successfully configured the da

eCopy ShareScan® Installation and Setup Guide | 227Mapping index fields to fields in a databaseThis feature enables you to specify a database to stor

12 | Quick Start: Installing and setting up ShareScanInstalling the JAR file on a MEAP-enabled deviceThe JAR file contains the ShareScan Client.Befo

228 | Reference: Connector-specific configuration informationTo map index fields to fields in a database:1 In the console tree, select Quick Connect

eCopy ShareScan® Installation and Setup Guide | 229Using a database as the source of field valuesYou can create a file name field or an index field t

230 | Reference: Connector-specific configuration informationConfiguring a data sourceYou can configure an existing data source or a new data source

eCopy ShareScan® Installation and Setup Guide | 231TABLE 47. Quick Connect: Database types and settingsDatabase type SettingsMicrosoft Access Specifi

232 | Reference: Connector-specific configuration informationScan to eCopy Desktop™The eCopy™ Scan to eCopy Desktop Connector enables ShareScan user

eCopy ShareScan® Installation and Setup Guide | 233About eCopy Desktop scan inboxes and home directorieseCopy Desktop can use both scan inboxes and n

234 | Reference: Connector-specific configuration information Home Directories: The network administrator must create these directories. If you con

eCopy ShareScan® Installation and Setup Guide | 235About the Inbox root directoryThe Inbox root directory, which was called “Inbox Management Directo

236 | Reference: Connector-specific configuration informationSupporting multiple Inbox root directoriesFor information on the support of multiple In

eCopy ShareScan® Installation and Setup Guide | 237Preconfiguring Scan to eCopy DesktopBefore you can configure Scan to eCopy Desktop in the Administ

eCopy ShareScan® Installation and Setup Guide | 133 In the Service Management Service window, click Install.4 In the Application File field, enter th

238 | Reference: Connector-specific configuration informationConfiguring Scan to eCopy DesktopAfter completing the pre-configuration steps, you can

eCopy ShareScan® Installation and Setup Guide | 239TABLE 52. Scan to eCopy Desktop Properties: Environment settingsSection Field/Button DescriptionSe

240 | Reference: Connector-specific configuration informationTABLE 53. Scan to eCopy Desktop Properties: General settingsSection Field/Button Descri

eCopy ShareScan® Installation and Setup Guide | 241Destination settingsScan to eCopy Desktop enables you to scan to the following destination types:

242 | Reference: Connector-specific configuration informationAuthentication Authenticate UserThe options are: None: Sends scanned documents to a lo

eCopy ShareScan® Installation and Setup Guide | 243Advanced account settings are used in the configuration of scan inboxes and destinations for Windo

244 | Reference: Connector-specific configuration informationNovell eDirectory Novell eDirectory Server settingsLocate server at runtime: Enables th

eCopy ShareScan® Installation and Setup Guide | 245To configure Scan to eCopy Desktop Connector services:1 In the console tree, select Scan to Deskto

246 | Reference: Connector-specific configuration informationIf you do not enable the Inbox Agent, each eCopy Desktop user must manually configure t

eCopy ShareScan® Installation and Setup Guide | 247Scan to PrinterThe eCopy Scan to Printer Connector enables users at an eCopy-enabled device to sca

14 | Quick Start: Installing and setting up ShareScanInstalling the JAR file on a Ricoh Embedded device running SDK/J version 1.xThe JAR file contai

248 | Reference: Connector-specific configuration informationTo configure eCopy Scan to Printer Connector services:1 In the console tree, select Sca

eCopy ShareScan® Installation and Setup Guide | 249Reference: Managing eCopy-enabled devicesManaging eCopy-enabled devices involves various tasks, su

250 | Reference: Managing eCopy-enabled devicesSpecifying a default deviceYou can specify a default device from which new devices inherit their init

eCopy ShareScan® Installation and Setup Guide | 251Specifying default scanner settingsYou can specify default scanner settings for eCopy-enabled devi

252 | Reference: Managing eCopy-enabled devicesSpecifying advanced settingsWhen you configure a Ricoh Embedded device, you can specify the type of p

eCopy ShareScan® Installation and Setup Guide | 253Configuring Activity TrackingThe Activity Tracking function writes detailed information about each

254 | Reference: Managing eCopy-enabled devicesConfiguring the Activity Logging functionWhen the Activity Logging function is enabled for a device,

eCopy ShareScan® Installation and Setup Guide | 255TABLE 57. Devices: Activity Logging tabSection Field/Button DescriptionActivity Log LocationActivi

256 | Reference: Managing eCopy-enabled devicesTABLE 58. Activity Logging: Basic and Extended FieldsField DescriptionDate The date the document was

eCopy ShareScan® Installation and Setup Guide | 257Configuring the Additional Fields functionThe Additional Fields function enables you to obtain mor

eCopy ShareScan® Installation and Setup Guide | 15 When the Ext. feature info screen appears, press OK. When the installation is complete, press OK

258 | Reference: Managing eCopy-enabled devicesConfiguring the Document Tracking functionThe Document Tracking function enables you to save a copy o

eCopy ShareScan® Installation and Setup Guide | 259TABLE 59. Devices: Document Tracking folder settingsSection Field DescriptionFolder LocationLocati

260 | Reference: Managing eCopy-enabled devicesConfiguring the ID Services functionID Services are available on compatible MFP devices that use iden

eCopy ShareScan® Installation and Setup Guide | 2616 Verify that Session Logon is configured correctly: In the console tree, select System Informati

262 | Reference: Managing eCopy-enabled devicesPublishing connector profilesYou can publish groups of connector profiles to one or more eCopy-enable

eCopy ShareScan® Installation and Setup Guide | 263Summary of the publishing processBefore publishing the profiles, the Publish function performs the

264 | Reference: Managing eCopy-enabled devicesTo create a new group of profiles:1 In the console tree, right-click Devices and then select Publish

eCopy ShareScan® Installation and Setup Guide | 2653 Click New.The Create Profile window opens.4 In the Profile Name field, enter a name for the grou

266 | Reference: Managing eCopy-enabled devices6 Select the connector profiles that you want to publish and then click OK.The Create Profile window

eCopy ShareScan® Installation and Setup Guide | 2673 If the device that you want to add is not on the list, click Add Devices. The Select Devices win

16 | Quick Start: Installing and setting up ShareScanInstalling the JAR file on a Ricoh Embedded device running SDK/J version 2.09 or laterThe JAR f

268 | Reference: Managing eCopy-enabled devices5 In the list of available devices, select the target devices: ScanStation devices: Select each Scan

eCopy ShareScan® Installation and Setup Guide | 269To save profiles and publishing information:1 In the console tree, right-click Devices and then cl

270 | Reference: Managing eCopy-enabled devicesTo edit a group:1 In the console tree, right-click Devices and then click Publish connector profiles.

eCopy ShareScan® Installation and Setup Guide | 271To create a copy of a group:Sometimes it is easier to copy and edit an existing group of connector

272 | Reference: Managing eCopy-enabled devices

eCopy ShareScan® Installation and Setup Guide | 273Reference: Managing the ScanStation ClientThe eCopy™ ScanStation™ Client runs on an MFP or scanner

274 | Reference: Managing the ScanStation ClientSelecting a different TWAIN driverYou select a TWAIN driver when you license a TWAIN scanner. You ma

eCopy ShareScan® Installation and Setup Guide | 275Configuring the Client to use a TWAIN driver’s own interfaceDepending on the TWAIN driver you sele

276 | Reference: Managing the ScanStation ClientStarting and stopping the ClientYou can start the Client at the device or from the Administration co

eCopy ShareScan® Installation and Setup Guide | 2774 Select the ScanStation Logon tab. Make sure that this tab contains logon credentials. The Clien

eCopy ShareScan® Installation and Setup Guide | 177 Turn off the main power switch and then remove the eCopy SD card.8 If you removed an SD card from

278 | Reference: Managing the ScanStation ClientSelecting the ScanStation keyboardYou can configure the ScanStation Client to use a hard keyboard or

eCopy ShareScan® Installation and Setup Guide | 279Configuring logon settingsYou can configure the ScanStation to automatically start the Client and

280 | Reference: Managing the ScanStation ClientEnabling loggingYou may need to enable Client logging when you are working with Technical Support to

eCopy ShareScan® Installation and Setup Guide | 281Reference: Using eCopy ConnectorsAfter you configure connector profiles and activate them on a dev

282 | Reference: Using eCopy ConnectorsUsing the on-screen keyboardThe sequence of some procedures depends on whether you are using a hard keyboard

eCopy ShareScan® Installation and Setup Guide | 283Quick reference to using an eCopy ConnectorThis section provides you with a general procedure for

284 | Reference: Using eCopy ConnectorsTo use an eCopy Connector:1 Place your document in the feeder or on the glass.2 Access the Client.On a MEAP-e

eCopy ShareScan® Installation and Setup Guide | 2853 If your system is configured to use the Session Logon feature, enter your user credentials on th

286 | Reference: Using eCopy Connectors5 Press Scanner Settings to change any of the settings, such as the paper size, color depth, brightness, and

eCopy ShareScan® Installation and Setup Guide | 2877 If prompted, enter any pre-scan information that the connector requests. (You can configure some

Table of ContentsGetting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1Further information . . . . . . . . . . . .

18 | Quick Start: Installing and setting up ShareScanInstalling a Canon TWAIN driverThe ScanStation uses a TWAIN driver to get input from the device

288 | Reference: Using eCopy Connectors10 Press Document Settings to review the settings, such as the file format (see page 166).The settings are gr

eCopy ShareScan® Installation and Setup Guide | 28914 If the Send screen appears, select or enter the recipients of the scanned document and, optiona

290 | Reference: Using eCopy ConnectorsIf the Search while typing option is enabled and the profile is configured to search the Global Address List

eCopy ShareScan® Installation and Setup Guide | 29116 Select one of the post-scanning options (see Table 63):TABLE 62. Client: Send screen settingsFi

292 | Reference: Using eCopy ConnectorsMessage OptionsExchange (e-mail) Message settings that are also available through Microsoft Outlook and OWA (

eCopy ShareScan® Installation and Setup Guide | 293TABLE 63. Client: Post-scanning options Option DescriptionLog Out Displays the Logon screen. Appea

294 | Reference: Using eCopy ConnectorsCopyCopy is available for some devices running ShareScan Embedded software. If you try to activate a Copy pro

eCopy ShareScan® Installation and Setup Guide | 295eCopy Connector for Microsoft ExchangeBefore using a connector, review the quick reference section

296 | Reference: Using eCopy Connectors9 If prompted, enter your user name and password.10 If the Send screen appears, select or enter the recipient

eCopy ShareScan® Installation and Setup Guide | 297eCopy Connector for Fax via Microsoft ExchangeBefore using a connector, review the quick reference

eCopy ShareScan® Installation and Setup Guide | 19Installing HP Driver for ScanStation 1.2The ScanStation uses the HP Driver for ScanStation 1.2 to g

298 | Reference: Using eCopy Connectors9 If the Send screen appears, specify the settings (see Table 62). If the recipient is in your local addres

eCopy ShareScan® Installation and Setup Guide | 299eCopy Connector for Lotus Notes MailBefore using a connector, review the quick reference section (

300 | Reference: Using eCopy Connectors9 If prompted, enter your user name and password.10 If the Send screen appears, specify the settings (see Tab

eCopy ShareScan® Installation and Setup Guide | 301eCopy Connector for Fax via Lotus NotesBefore using a connector, review the quick reference sectio

302 | Reference: Using eCopy Connectors10 Press the delivery button (Send or Next, depending on the Client).11 Select one of the post-scanning optio

eCopy ShareScan® Installation and Setup Guide | 303eCopy Connector for SMTP using LDAPBefore using a connector, review the quick reference section (s

304 | Reference: Using eCopy Connectors9 If prompted, enter your user name and password.10 If the Send screen appears, select or enter the recipient

eCopy ShareScan® Installation and Setup Guide | 305eCopy Connector for Fax via SMTPBefore using a connector, review the quick reference section (see

306 | Reference: Using eCopy Connectors9 If the Send screen appears, specify the settings (see Table 62). If the recipient is in your local addres

eCopy ShareScan® Installation and Setup Guide | 307eCopy Connector for Captaris™ RightFax™Before using a connector, review the quick reference sectio

20 | Quick Start: Installing and setting up ShareScanInstalling the HP Driver on the ScanStationThe driver is provided on Disk 2 of the ShareScan CD

308 | Reference: Using eCopy Connectors9 Enter the billing code information by selecting a billing code from the drop-down list associated with each

eCopy ShareScan® Installation and Setup Guide | 309eCopy Connector for Fax via PrintBefore using a connector, review the quick reference section (see

310 | Reference: Using eCopy ConnectorsQuick ConnectBefore using a connector, review the quick reference section (see page 283). That section includ

eCopy ShareScan® Installation and Setup Guide | 3119 If the Folder Navigation screen appears, select the target subfolder in the destination folder.1

312 | Reference: Using eCopy Connectors12 If the Index File screen appears, specify the information in the index fields.

eCopy ShareScan® Installation and Setup Guide | 31313 Press the delivery button (Send or Next, depending on the Client).14 Select one of the post-sca

314 | Reference: Using eCopy ConnectorsScan to eCopy DesktopBefore using a connector, review the quick reference section (see page 283). That sectio

eCopy ShareScan® Installation and Setup Guide | 3157 If prompted, enter your Scan to eCopy Desktop logon information.If the profile is configured to

316 | Reference: Using eCopy Connectors9 If the profile is configured to allow you to send the document to a storage folder, the Folder Navigation s

eCopy ShareScan® Installation and Setup Guide | 317Scan to PrinterBefore using a connector, review the quick reference section (see page 283). That s

eCopy ShareScan® Installation and Setup Guide | 212 To select the device on which you want to install the JAR files: In the Navigation section, expa

318 | Reference: Using eCopy Connectors8 Select a printer and then specify the settings (see Table 65).The available options depend on the selected

eCopy ShareScan® Installation and Setup Guide | 319TABLE 65. Scan to Printer: Printing and page layout optionsOption DescriptionCollate Prints the co

320 | Reference: Using eCopy Connectors

eCopy ShareScan® Installation and Setup Guide | 321Reference: Installation environmenteCopy™ ShareScan® is a client/server-based application. It is d

322 | Reference: Installation environmentNetwork environmentShareScan uses TCP ports for communication between the Client and the server application

eCopy ShareScan® Installation and Setup Guide | 323Hardware configuration guidelinesTo help you gauge hardware requirements, there are three typical

324 | Reference: Installation environmentServices Manager PC worksheetEach site requires at least one network PC to run the Services Manager; each S

eCopy ShareScan® Installation and Setup Guide | 325Managing firewallsIf you choose to enable a firewall, make sure the required ports are open for co

326 | Reference: Installation environmentDevice worksheetCopy and complete the worksheet below for each eCopy-enabled device that you plan to use wi

eCopy ShareScan® Installation and Setup Guide | 327Firewall and switch worksheetCertain TCP ports must be open for communication between the devices

22 | Quick Start: Installing and setting up ShareScan4 To install the JAR files: Select the check box for HP Express Loader, scroll to the bottom o

328 | Reference: Installation environmentTABLE 69. Firewall and switch worksheetItem Description Firewall or other deviceExampleManufacturer CiscoMo

eCopy ShareScan® Installation and Setup Guide | 329Network infrastructure worksheetMultiple domains and multiple workgroups are supported only if the

330 | Reference: Installation environmentDNS considerationsThe Services Manager must be able to resolve the names of associated devices, whether thr

eCopy ShareScan® Installation and Setup Guide | 331Novell supportOn Novell networks, ShareScan does not support direct communication between the Serv

332 | Reference: Installation environmentAlthough Windows includes the Microsoft Client for NetWare Networks, eCopy has not tested ShareScan with th

eCopy ShareScan® Installation and Setup Guide | 333Device setup for MEAP-enabled devicesThese instructions describe how to obtain or configure the ne

334 | Reference: Installation environment8 Verify the following settings and then press OK. Primary Server (DNS): Not required in a domain-based ne

IndexAaccessto Activity Log file 255to addresses in Contacts folder 185to devices 121, 132, 268to Document Tracking folder 259to FTP folders 105to FTP

2 | IndexCc recipients of scanned documents 152, 184, 191, 204Cc sender 219Chai folders (HP Driver for ScanStation) 19child domains 329class, LDAP 203

| 3delegation (RightFax) 209deletingproduct keys131registered users 236temporary image files 124destination folders (Quick Connect) 217destination lis

eCopy ShareScan® Installation and Setup Guide | 233 To install the hp_sdc-xlD-FI_1.0.7.1.jar or the hp-ext-20-sdc.1.0.8.5.jar file: If the device’s

4 | Indexvia SMTP Connector, RightFax Connectorfax drivers213eCopy Connector for Fax via Print. See Fax via Print Connector.fax number153Fax via Lotus

| 5ShareScan 34SQL Express 161TWAIN driver 18, 26, 27, 29, 31, 32, 33TWAIN or ISIS driver 28Internet Address Book 35, 164, 325ISIS driverinstalling28J

6 | IndexMulticast UDP. See UDPmultiple forests environment (Exchange) 179Nnaming file name and index fields 156Netscape LDAP Server 197NetWare client

| 7QQuick Connect 215configuring 216destination types 217scanning destinations 217using 310quick reference to using connectors 283quitting ScanStation

8 | Indexsearch settingsfor Session Logon 127for SMTP using LDAP 199, 202Search while typing option 127, 155, 181, 199, 202, 289searchable text engine

| 9configuring 150specifying 289support, technical 3system propertiesconfiguring123See also Services Managersystem tracingconfiguring128See also Servi

24 | Quick Start: Installing and setting up ShareScanConfiguring the HP MFPThis section applies only to devices using the Chai4 JAR files. You confi

eCopy ShareScan® Installation and Setup Guide | 25Associating the HP Driver for ScanStation with the MFPYou use the HP Driver for ScanStation Tool to

26 | Quick Start: Installing and setting up ShareScanInstalling the Konica Minolta TWAIN driverThe ScanStation uses a TWAIN driver to get input from

eCopy ShareScan® Installation and Setup Guide | 27Installing a Ricoh TWAIN driverThe ScanStation uses a TWAIN driver to get input from the device. Yo

iv | Table of ContentsQuick Start: Setting up MFPs to use with Send to eCopy . 95Setup tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . .

28 | Quick Start: Installing and setting up ShareScanInstalling a TWAIN or ISIS driverThe ScanStation can use a TWAIN or ISIS driver to get input fr

eCopy ShareScan® Installation and Setup Guide | 29Installing the Sharp OSA™ TWAIN DriverThe ScanStation uses a TWAIN driver to get input from the dev

30 | Quick Start: Installing and setting up ShareScan Address for Application: Enter the URL using the following format, where the port number and

eCopy ShareScan® Installation and Setup Guide | 31Installing the Toshiba TWAIN driverThe ScanStation uses a TWAIN driver to get input from the device

32 | Quick Start: Installing and setting up ShareScanInstalling the Xerox Driver for ScanStationThe ScanStation uses a TWAIN driver to get input fro

eCopy ShareScan® Installation and Setup Guide | 33Installing the Océ Imagistics DriverThe ScanStation uses a TWAIN driver to get input from the devic

34 | Quick Start: Installing and setting up ShareScanInstalling eCopy ShareScanUse the ShareScan installation program to install the following compo

eCopy ShareScan® Installation and Setup Guide | 358 Click Next.You must install the Lotus Notes client before you can install the Lotus Notes e-mail

36 | Quick Start: Installing and setting up ShareScanLicensing devicesYou license the product from the Administration console. To do this, you perfo

eCopy ShareScan® Installation and Setup Guide | 37To select a Services Manager:1 Select Start > Programs > eCopy Applications > ShareScan Ad

| vConfiguring system tracing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128Licensing devices . . . . .

38 | Quick Start: Installing and setting up ShareScan3 Click OK.The Administration console opens.

eCopy ShareScan® Installation and Setup Guide | 39To add the product key to the local license database:1 In the console tree, select System Informati

40 | Quick Start: Installing and setting up ShareScanTo add an eCopy-enabled device to the Services Manager:1 Make sure that the device that you wan

eCopy ShareScan® Installation and Setup Guide | 41To add the product key to the local license database:1 In the console tree, select System Informati

42 | Quick Start: Installing and setting up ShareScanTo add an eCopy-enabled device to the Services Manager:1 Make sure that the device that you wan

eCopy ShareScan® Installation and Setup Guide | 43To add the product key to the local license database:1 In the console tree, select System Informati

44 | Quick Start: Installing and setting up ShareScan4 Select the driver and then click Select.The system displays the product key information.

eCopy ShareScan® Installation and Setup Guide | 45To add the product key to the local license database:1 In the console tree, select System Informati

46 | Quick Start: Installing and setting up ShareScan4 Select the driver and then click Select.The system displays the product key information.

eCopy ShareScan® Installation and Setup Guide | 47To add the product key to the local license database:1 In the console tree, select System Informati

vi | Table of ContentseCopy Connector for Microsoft Exchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175About Exchan

48 | Quick Start: Installing and setting up ShareScan4 Select the driver and then click Select.The system displays the product key information.

eCopy ShareScan® Installation and Setup Guide | 49To add the product key to the local license database:1 In the console tree, select System Informati

50 | Quick Start: Installing and setting up ShareScan4 Select the driver and then click Select.If you selected an ISIS driver, the Configure Device

eCopy ShareScan® Installation and Setup Guide | 51To add the product key to the local license database:1 In the console tree, select System Informati

52 | Quick Start: Installing and setting up ShareScan Click <ENTER PRODUCT KEY> to make the edit field active, enter the product key in the f

eCopy ShareScan® Installation and Setup Guide | 53To add the product key to the local license database:1 In the console tree, select System Informati

54 | Quick Start: Installing and setting up ShareScanWhen you have added the product key, the Product Key Information window opens. You use the same

eCopy ShareScan® Installation and Setup Guide | 55To add the product key to the local license database:1 In the console tree, select System Informati

56 | Quick Start: Installing and setting up ShareScanWhen you have added the product key, the Product Key Information window opens. You use the same

eCopy ShareScan® Installation and Setup Guide | 57To add the product key to the local license database:1 In the console tree, select System Informati

| viiConfiguring Activity Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .253Configuring the Act

58 | Quick Start: Installing and setting up ShareScan4 Select the driver and then click Select.The system displays the product key information.

eCopy ShareScan® Installation and Setup Guide | 59To add the product key to the local license database:1 In the console tree, select System Informati

60 | Quick Start: Installing and setting up ShareScan4 Select the driver and then click Select.The system displays the product key information.

eCopy ShareScan® Installation and Setup Guide | 61To activate the license and generate a report:1 To activate the license through the Internet, click

62 | Quick Start: Installing and setting up ShareScan3 Click Report to generate a license report.

eCopy ShareScan® Installation and Setup Guide | 63The eCopy Registration Web site enables you to upload the product key information needed to registe

64 | Quick Start: Installing and setting up ShareScanTo enable TWAIN:1 In the console tree, select Devices > <device_name> > Manage >

eCopy ShareScan® Installation and Setup Guide | 65To enable TWAIN:1 In the console tree, select Devices > <device_name> > Manage > Sta

66 | Quick Start: Installing and setting up ShareScanTo view the device list:1 In the console tree, select Devices.The new device is listed in the r

eCopy ShareScan® Installation and Setup Guide | 67

viii | Table of ContentsServices Manager PC worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324Devi

68 | Quick Start: Installing and setting up ShareScanConfiguring and activating connector profilesAfter licensing a device, you configure one or mor

eCopy ShareScan® Installation and Setup Guide | 69 You can configure multiple profiles for each connector and you can display up to nine buttons on t

70 | Quick Start: Installing and setting up ShareScanSpecifying services for a connector profileThere are three core services available to connector

eCopy ShareScan® Installation and Setup Guide | 71To configure the Document Settings service.1 Select the Document Settings tab.2 For each option, sp

72 | Quick Start: Installing and setting up ShareScanSpecifying properties for a connector profileThis section describes the basic process of config

eCopy ShareScan® Installation and Setup Guide | 733 Double-click Properties.The Exchange Properties pane appears.To configure the Display properties:

74 | Quick Start: Installing and setting up ShareScanTo configure the ShareScan user properties:1 Select the Configure tab. This tab looks a little

eCopy ShareScan® Installation and Setup Guide | 752 Click Properties.The Exchange Properties window opens.3 Select the Basic Settings tab.4 Enter the

76 | Quick Start: Installing and setting up ShareScan5 Select the General Settings tab. To configure the profile to enable users to send scanned do

eCopy ShareScan® Installation and Setup Guide | 77To configure the Content properties:1 Select the Content tab.2 To specify the default subject that

ixList of TablesTABLE 1. JAR files for supported HP MFPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19TABLE 2. Ko

78 | Quick Start: Installing and setting up ShareScanTo configure Express properties:1 Select the Express tab.This feature enables you to create a p

eCopy ShareScan® Installation and Setup Guide | 794 To specify one or more recipients, click the Add button associated with the To: field.The Add Rec

80 | Quick Start: Installing and setting up ShareScanActivating connector profilesThis section describes the process of activating a connector profi

eCopy ShareScan® Installation and Setup Guide | 81To activate a connector profile on the selected device:1 Select the Activate Connector check box fo

82 | Quick Start: Installing and setting up ShareScan2 Select a configured profile, such as “exchange_express”.3 If your company uses Document Servi

eCopy ShareScan® Installation and Setup Guide | 835 In the Device Properties pane, click Save to save changes to the profile.At the device, the touch

84 | Quick Start: Installing and setting up ShareScan

eCopy ShareScan® Installation and Setup Guide | 85Configuring and starting the ScanStation ClientThis section provides you with basic information abo

86 | Quick Start: Installing and setting up ShareScanTo configure the ScanStation Client:1 In the console tree, select Devices > <device_name&

eCopy ShareScan® Installation and Setup Guide | 87