Canon imageFORMULA ScanFront 220e Owner's Manual

eCopy™ Quick Connect

Version 4.5 for ShareScan

Administrator’s Guide

Part Number: 73-00326 (1/2009)

Licensing, Copyright, and Trademark Information

The information in this document is subject to change and does not represent a commitment on described in this document is furnished under a license agreement. The software may be used or copied only in accordance with the terms of the agreement. It is against the law to copy the software on any medium except as specified in the license agreement. No part of this document may be reproduced, transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, or translated into any language for any purpose other than the purchaser’s personal use, without the written permission of eCopy, Inc.

eCopy, the eCopy logo, eCopyFax, the Simplify logo, the MailRoom

o, eCopy ShareScan, eCopy

log Quick Connect, eCopy Xpert Compression, UniDoc, SpeedFax, and SpeedPrint are trademarks of eCopy, Inc. ShareScan, Simplify, and MailRoom are registered trademarks of eCopy, Inc.

All other terms and products are trademark their respective owners and are hereby acknowledged.

the part of eCopy, Inc. The software

ScanStation, eCopy Desktop, eCopy

s or registered trade

marks of

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Further information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Registering your software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Customer Support services . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Installing and configuring the connector . . . . 5

Installation procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Installation prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Installing the connector . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Planning and configuring connector profiles . . . . . . . . . . . . . 8

Planning your connector configuration . . . . . . . . . . . . . . . 8

Configuring the connector . . . . . . . . . . . . . . . . . . . . . . . 10

Defining a scanning destination . . . . . . . . . . . . . . . . . . . 11

Defining a file naming field . . . . . . . . . . . . . . . . . . . . . .16

Defining index fields . . . . . . . . . . . . . . . . . . . . . . . . . . .18

Configuring file name and index fields . . . . . . . . . . . . . .19

Configuring an index file . . . . . . . . . . . . . . . . . . . . . . . . 22

Setting a database as a destination . . . . . . . . . . . . . . . . 25

Mapping index fields to fields in a database . . . . . . . . . . 27

Using a database as the source of field values . . . . . . . . 29

Configuring a data source . . . . . . . . . . . . . . . . . . . . . . . 31

Configuring an Express connector profile . . . . . . . . . . . . 33

Using the connector . . . . . . . . . . . . . . . . . . . . 35

Connector workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

iv | Table of Contents

List of Tables

TABLE 1. Folder Destination settings . . . . . . . . . . . . . . . . . . . 12

TABLE 2. SMTP Message Destination Settings . . . . . . . . . . . . 13

TABLE 3. Database Destination settings . . . . . . . . . . . . . . . . . 15

TABLE 4. Destination List settings . . . . . . . . . . . . . . . . . . . . . 15

TABLE 5. File naming settings . . . . . . . . . . . . . . . . . . . . . . . . 17

TABLE 6. Field Editor fields . . . . . . . . . . . . . . . . . . . . . . . . . . 19

TABLE 7. Field Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

TABLE 8. Index value types . . . . . . . . . . . . . . . . . . . . . . . . . . 24

TABLE 9. Database types and settings . . . . . . . . . . . . . . . . . . 32

TABLE 10. Post-scanning options . . . . . . . . . . . . . . . . . . . . . . 38

eCopy Connector for Quick Connect Administrator’s Guide | 1

Introduction

Quick Connect enables users to scan documents and deliver them to predetermined network locations, Web locations, databases, or to an SMTP server, with minimal data entry requirements. It is ideally suited to environments where large numbers of documents must be scanned quickly into automated or manual workflows.

In this chapter

■ About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

■ Further information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

■ Registering your software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

■ Customer Support services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2 | Introduction

About this guide

This guide is intended for administrators responsible for the installation and configuration of eCopy Quick Connect. It provides an overview of the connector as well as system requirements, installation instructions and configuration options, and procedures.

Further information

The eCopy Connector for Quick Connect documentation set consists of the following documents:

■ eCopy Quick Connect Administrator’s Guide: This document.

■ eCopy Quick Connect Help: Provides configuration and how-to

information. To access Help, select the connector in the ShareScan Administration console tree and then click the Connector Help button.

Registering your software

You must register your software to receive customer support. You can access the Registration web site by using the following link:

http://www.ecopy.com/registration.

eCopy Connector for Quick Connect Administrator’s Guide | 3

Customer Support services

Customer Support services include the following components:

■ Customer support for licensing, registration, and other non-

technical issues

■ Technical support

eCopy does not provide hardware repair and RMA (Return Authorization) services for this product. Contact your dealer/distributor or system integrator for more information.

eCopy-provided services are available to registered users of eCopy

twa

re during the warranty period or for the duration of your software

sof maintenance and support agreement. Contact your supplier for details.

As described in the maintenance and suppor

t agreement, y distributor will provide you with Level 1 support (Help-line telephone or other assistance) for operating the covered products during the hours established by your dealer or distributor. If you require technical support after your dealer or distributor has provided Level 1 support, the dealer or distributor will escalate the support issue to eCopy for resolution and will manage all related communications with you.

In addition to support provided by your dealer or distributor eCopy online

resource—www.askecopy.com—provides 24x7 access to a knowledge base that includes Frequently Asked Questions (FAQs), product service packs,

product support matrices, product information,

and other information.

Merchandise

our dealer or

, the Ask

eCopy Connector for Quick Connect Administrator’s Guide | 5

Installing and configuring the connector

This chapter describes the installation prerequisites and guides you through the installation and configuration process.

In this chapter

■ Installation procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

■ Planning and configuring connector profiles . . . . . . . . . . . . . . . . . . 8

■ Configuring the connector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

■ Defining a scanning destination . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

■ Defining a file naming field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

■ Defining index fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

■ Configuring file name and index fields . . . . . . . . . . . . . . . . . . . . . . 19

■ Configuring an index file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

■ Setting a database as a destination . . . . . . . . . . . . . . . . . . . . . . . . . 25

■ Mapping index fields to fields in a database . . . . . . . . . . . . . . . . . . 27

■ Using a database as the source of field values . . . . . . . . . . . . . . . . 29

■ Configuring a data source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

■ Configuring an Express connector profile . . . . . . . . . . . . . . . . . . . 33

6 | Installing and configuring the connector

Installation procedures

Installation prerequisites

The following are the installation prerequisites:

■ Quick Connect version 4.5

■ eCopy ShareScan 4.5

Note: Quick Connect supports Oracle® Database 10g. When you install

Oracle Client 10g, select the Custom Installation option and then make sure that you select the Oracle Provider for OLE DB component. This enables Quick Connect to connect to the Oracle database and store scanned documents and other information.

eCopy Connector for Quick Connect Administrator’s Guide | 7

Installing the connector

Important! Before installing eCopy Quick Connect, make sure that the

ShareScan software is installed and functioning correctly. Refer to the eCopy ShareScan Installation and Setup Guide for details.

To install the connector:

1 Double-click the Setup.exe file.

2 Click Install Connector to start the installation.

3 Follow the on-screen instructions

4 When the installation is complete, click Finish.

8 | Installing and configuring the connector

Planning and configuring connector profiles

Once you have installed eCopy Quick Connect, the eCopy ShareScan Administration console enables you to configure connector profiles. This gives you the flexibility to configure access to your Quick Connect destinations in the ways that best suit your organization.

Planning your connector configuration

To obtain the best results from your connector, you may want to consider the ways in which eCopy products are used in your work environment as well as other factors that are important to your organization, for example:

■ Saving time: If you want to reduce the amount of time your users

spend at the device, you can set up an Express connector profile that allows the user to scan and send the document by simply pressing the connector button at the device. You can create multiple buttons and configure each to store documents in a different destination. For more information, see “Configuring an Express connector profile” on page 33.

■ Users can also save time by not having to enter their credentials

each time they use the device. Depending on the destination type, you may be able to skip this step in the scanning process, by predefining the authentication information when you configure the destination for your connector profile. For more information see “Defining a scanning destination” on page 11.

■ You may also want to consider using the ShareScan Session

Logon feature on your client device. If the Session Logon credentials match the Quick Connect credentials, users do not see the connector Logon screen.

■ Enhancing security: If you want to keep track of the documents

sent by each user, you can configure the connector authentication process to force users to log on each time they use the connector and allow the system to keep a record of the documents sent by each user in the log file.

eCopy Connector for Quick Connect Administrator’s Guide | 9

You may also want to use the ShareScan Document Tracking functionality. For more information, see the ShareScan Installation and Setup Guide or the eCopy Quick Connect Help.

■ Controlling access: You can limit access to destinations in your

system in several ways:

■ Configure connector profiles that only allow access to a single

destination.

■ Configure connector profiles that allow access to a limited set

of destinations.

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