Konica Minolta OpenText FaxPress User Manual

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FaxPress Connector for Konica Minolta MFP
Administrator Guide
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FaxPress Connector for Konica Minolta MFP Administrator Guide ii
Edition
This document was last updated April 27, 2009.
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Part Number 61-1384-001
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END USER LICENSE AGREEMENT for Captaris FaxPress Module
IMPORTANT–READ CAREFULLY: This End User License Agreement (“EULA”) is a legal agreement between you (either an individual or a single entity) and Captaris, Inc. (“Captaris”) for the Captaris software product identified above, which includes computer software and may include associated media, printed materials, and “online” or electronic documentation (“Product”).
YOU AGREE TO BE BOUND BY THE TERMS OF THIS EULA BY INSTALLING, COPYING OR OTHERWISE USING THE PRODUCT. IF YOU DO NOT AGREE TO THE TERMS OF THIS EULA, DO NOT INSTALL, COPY OR USE THE PRODUCT. INSTEAD, YOU MAY RETURN THE PRODUCT TO YOUR PLACE OF PURCHASE FOR A FULL REFUND.
* Software License. Subject to the terms and conditions herein, Captaris grants you a non-exclusive, non-transferable, personal license to install, run and use one copy of the software provided as part of the Product on a single computer that is owned or controlled by you for use as an add on module to a single RightFax server or FaxPress device that you have properly licensed.
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properly licensed RightFax server or FaxPress device used for your internal business purposes;
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FaxPress Connector for Konica Minolta MFP Administrator Guide iv
(c) reverse engineer, decompile, disassemble or attempt to discover the
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End User License Agreement for Captaris RightFax ESA MFP Module v
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* English Language. It is the express wish of the parties that this Agreement and all related documents be drawn up in English. C'est la volonté expresse exigé par les parties que cette convention et tous les documents y afférents, soient rédigés en anglais seulement.
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FaxPress Connector for Konica Minolta MFP Administrator Guide vi
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Contents
Chapter 1 Overview of the FaxPress and Konica Minolta
Integration................................................................................ 1
Requirements for Achieving Interoperability ...............................1
Setting Up the Konica Minolta MFP to Support
Interoperability ...................................................................................2
Listing of Konica Minolta MFP Devices that Support the
FaxPress ....................................................................................................2
Installation Requirements for Konica Minolta MFP Devices..........2
Determining Whether You Can Use a Konica Minolta MFP with
FaxPress ....................................................................................................3
Setting Up the FaxPress to Work with Konica Minolta MFP
Devices................................................................................................3
Starting Services .....................................................................................3
Chapter 2 Configuring the Konica Minolta MFP Module to Use
the FaxPress ............................................................................ 5
Registering the FaxPress Server with the Konica Minolta MFP
Device..................................................................................................5
Configuring the Application............................................................7
Setting Likely FaxPress Parameters................................................. 10
Displaying the Fax Recipient............................................10
Attaching a FaxPress Cover Page..................................10
Using Bill Back Codes ......................................................11
Appendix A Understanding the FaxPress External Document
Connector ...............................................................................13
Overview of the FaxPress External Document Connector....13
Using the FaxPress EDC Monitor...............................................13
Accessing the FaxPress EDC Monitor ......................................13
Viewing and Clearing Processor Events ...................................14
Viewing Processor Events ................................................................. 15
Clearing the Event Log ....................................................................... 16
Monitoring the Processor Services.................................................. 16
Accessing the Services dialog box and Changing
Service Status.................................................................... 16
Adding and Removing Processors................................ 17
Removing a Processor..................................................... 18
If you are adding processors to a remote computer..18
Configuring Processing Components.......................... 19
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Chapter 1
Overview of the FaxPress and Konica Minolta Integration
The Captaris FaxPress External Document Connector (EDC) for Konica Minolta lets you connect supported Konica Minolta Multifunction Product (MFP) devices to the FaxPress server for faxing documents scanned on the Konica Minolta MFP device directly. The EDC facilitates interoperation between the FaxPress and Konica Minolta MFP devices that includes using a shared directory and placing FaxPress commands on the touch screen of the Konica Minolta MFP device. The EDC also provides monitoring and management functions for the interoperation.
Because the FaxPress is a network fax server, additional hardware and provisioned phone lines are not required for Konica Minolta MFP devices to send faxes. Integrating the FaxPress server with Konica Minolta MFP devices makes the FaxPress a resource for the Konica Minolta MFP devices. Not only is communication established between the FaxPress and Konica Minolta MFP devices but a FaxPress user-interface is created for the Konica Minolta MFP touch screen.
The integration process includes registering the FaxPress server with the Konica Minolta MFP device. Registration allows you to make the FaxPress a menu option for Konica Minolta MFP device users and to create a user-interface module for the FaxPress that appears on the touch screen. You also specify a FaxPress user for creating faxes. FaxPress keywords that map to FaxPress functions are used to create the user interface. These keywords allow users
to set fax parameters on the Konica Minolta MFP device. Fax parameters they can set include sending a cover page, recipient address information, subject line, billing code and more.
Information the user inputs to create the FaxPress job is collected in a separate file and sent along with the document file to the share directory for processing. The EDC routinely polls the share directory and causes the FaxPress to pull and process the files. Information related to the fax transmission is retained by the FaxPress and can be readily accessed by the FaxPress user used to send the fax. The FaxPress can also return notification files to the share directory regarding the transmission status of the job for the Konica Minolta MFP device.
Requirements for Achieving Interoperability
This section lists the requirements required to achieve interoperability between FaxPress and Konica Minolta MFP devices. Refer to the FaxPress administrator guide for information about configuring the FaxPress server. Refer to the documentation of the Konica Minolta MFP device for information about configuring the device.
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FaxPress server with version 6.0 or later software installed
FaxPress user account
E-mail profile completed (required for sending e-mail)Billing code (“Enforce Bill Back Code” option enabled in
user profile, code must be registered with the FaxPress server)
FaxPress Connector for Konica Minolta MFP Administrator Guide 2
Table 1–1 Partial List of Konica Minolta MFP Devices that Support FaxPress Integration
Monochrome Color
bizhub 360 bizhub C203
Note A Walkup user account is available on FaxPress 6.0 units for
occasions such as these. You can modify the default account to suit your environment. If a Walkup user account does not exist on the FaxPress, you can create one.
Cover sheet (required to use cover sheets)
Note Information from the FaxPress user profile is used to populate
sender fields in cover pages and job folders.
Konica Minolta MFP device that supports the FaxPress (see
Setting Up the Konica Minolta MFP to Support Interoperability)
Connect the Konica Minolta MFP device to the network Register the FaxPress with the Konica Minolta MFP deviceCreate an application (service) on the Konica Minolta device for
using the FaxPress
Setting Up the Konica Minolta MFP to Support Interoperability
This section provides information about Konica Minolta MFP requirements for interoperability with the FaxPress.
Listing of Konica Minolta MFP Devices that Support the FaxPress
Table 1–1 provides a partial list of Konica Minolta MFP devices that you can integrate with the FaxPress. For a more complete and updated listing, go to:
http://www.captaris.com/products_and_solutions/downloads/.
bizhub 420 bizhub C250
bizhub 500 bizhub C252
bizhub 600 bizhub C253
bizhub 750 bizhub C300
bizhub C351
bizhub C352
bizhub C353
bizhub C450
bizhub C451
bizhub C550
bizhub C650
Installation Requirements for Konica Minolta MFP Devices
This section lists the requirements for Konica Minolta MFP devices to use the FaxPress. Make sure that he following are true before you attempt to connect the Konica Minolta MFP device with the FaxPress:
Konica Minolta optional fax kit is not installedInternet faxing is disabledKonica Minolta MFP device is connected to the network
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Determining Whether You Can Use a Konica Minolta MFP with FaxPress
To determine the compatibility of your Konica Minolta MFP device with FaxPress, do the following:
1. In a Web browser of a local PC workstation, enter the
IP address of the Konica Minolta MFP device. The PageScope Web Connection appears.
2. Click the Administrator radio button and click the Login
button.
3. In the Administrator Password field, enter the password used
for the system administrator and click OK. Refer to the operations manual for your Konica Minolta device for information about the default password.
4. Click the Scan button. The scan page appears.
Setting Up the FaxPress to Work with Konica Minolta MFP Devices
The FaxPress is preconfigured to work with Konica Minolta MFP devices without additional configuration. However, if you want to allow Konica Minolta MFP users to send documents attached to e-mail using the FaxPress, you must do the following:
Configure the FaxPress server profile with e-mail information
including the IP address and communication port number of the SMTP server that you want the FaxPress to use
For ad hoc users to use e-mail, modify the Walkup user profile in
the FaxPress to include e-mail return address information
Refer to the FaxPress administrator guide for instructions about configuring FaxPress server and FaxPress user profiles.
5. In the menu on the left hand side of the page, locate
Application Registration.
If the Application Registration option appears, you can integrate the Konica Minolta MFP device with the FaxPress.
If the Application Registration option does not appears, you cannot integrate the Konica Minolta MFP device with the FaxPress. Please contact your authorized Konica Minolta service provider for information about setting up the Konica Minolta MFP device to use third-party faxing.
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Starting Services
The EDC service is configured to run automatically. If you need to start the service, follow these steps:
1. On the FaxPress server, click Start > My Computer or Start >
All Programs > Accessories > Windows Explorer > My Computer.
2. Navigate to Local Drive C: > Programs Files > RightFax >
EDC > BIN > EDCMon.exe. The EDC Monitor appears.Select Tools > Services.
3. Click Start All Services.
4. Click Close to close the window.
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Chapter 1 Overview of the FaxPress and Konica Minolta Integration 3
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FaxPress Connector for Konica Minolta MFP Administrator Guide 4
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Chapter 2
Configuring the Konica Minolta MFP Module to Use the FaxPress
This chapter describes how to register the FaxPress server with the Konica Minolta MFP and how to create FaxPress applications on the Konica Minolta MFP device. FaxPress applications are FaxPress services with preconfigured parameters. This chapter discusses using Konica/Minolta PageScope Web Connection to register the FaxPress server and to create FaxPress applications. Please refer to the Konica/Minolta PageScope Web Connection documentation for information about accessing the PageScope Web Connection utility and registering and configuring applications.
This document approaches registering and configuring the FaxPress server with the Konica Minolta MFP as though it is the first such application that you are registering. However, for the sake of clarity, we have opted to break the initial set up into two parts. The first part describes how to register the hardware. The process that you actually follow my differ depending on a number of factors including but not exclusive to the Konica Minolta MFP module and the current configuration. Refer to your Konica Minolta MFP documentation for detailed instruction.
Registering the FaxPress Server with the Konica Minolta MFP Device
The section describes how to register the FaxPress server with the Konica Minolta device.
Note The graphical user-interface screens that appear in this document
may differ from those that appear on your Konica Minolta MFP device depending on many factors including model and version of release. Refer to your Konica Minolta MFP documentation for instructions about how to configure the device to use an external application.
Requirements
Optional fax kit not installedInternal faxing is disabled
To register your Konica Minolta MFP device to use the FaxPress server for faxing, do the following:
1. In a Web browser of a local PC workstation, enter the
IP address of the Konica Minolta MFP device. The PageScope Web Connection appears. See Step Figure 2.1.
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FaxPress Connector for Konica Minolta MFP Administrator Guide 6
Figure 2.1 PageScope Web Connection Page
2. Click the Administrator radio button and click the Login
button.
3. In the Administrator Password field, enter the password used
for the system administrator and click OK. Refer to your Konica Minolta device operations manual for information about the default password.
Figure 2.2 Application List
6. In the Application List select a Not Registered listing.
Note You may choose to replace an existing application. Refer to the
Konica Minolta User Guide [PageScope Web Connection Operation] documentation for information on how to edit an application profile.
7. Click the Registration/Edit button. The Application
Registration template page appears. See Step Figure 2.3.
Figure 2.3 Application Registration Template Page
4. Click the Scan button. The scan page appears.
5. Locate and click Application Registration in the menu on the
left hand side of the page. The Application List will appear. See Step Figure 2.2.
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8. Click the Not use application template radio button and click
Next. The Application Registration Application Settings page
appears. See Step Figure 2.4.
Figure 2.4 Application Registration Application Settings Page
9. In the Application Name field, enter the name that you want to
use for the FaxPress that will appear on the button in the Konica Minolta touch-screen menu.
10. In the Host Address field, enter the IP address of the FaxPress
server that you want to use.
15. In the PASV Mode field, select Off.
16. In the Proxy field, select Off.
17. In the Port No field, enter 21.
18. Click Next. The Custom List Items page appears.
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Configuring the Application
After you have input registration data, you must specify the parameters that you want the fax application to use. These parameters must include a parameter that identifies the FaxPress mailbox that will be used to generate the fax. Other parameters allow you to specify features that users can use when they use this application to send a fax. Table 2.1 lists the available Konica Minolta MFP fax functions and maps them to the equivalent FaxPress parameter.
For each parameter that you configure for the application, a button will appear on the touch-screen interface on the Konica Minolta MFP device. When the user presses a button, a soft keyboard or other interactive tool will appear allowing the user to input the required information. This section describes how to configure application parameters.
Note You must create a function button for a FaxPress user.
11. In the File Path field, enter kmbt. This specifies where the
Konica Minolta MFP device is to deliver files to the FaxPress for processing.
12. In the User ID field, enter anonymous.
13. Leave the Password field blank.
14. In the anonymous field, select ON.
Chapter 2 Configuring the Konica Minolta MFP Module to Use the FaxPress 7
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FaxPress Connector for Konica Minolta MFP Administrator Guide 8
Table 2.1 FaxPress Keywords for Konica Minolta Application
Table 2.1 FaxPress Keywords for Konica Minolta Application
Konica Minolta EDC Function Name
FaxPress Parameter Description
ID FaxPress mailbox IDAllows any valid FaxPress user
to send a fax or e-mail. The default user is used when the Konica Minolta operator does not valid FaxPress user.
Name Recipient Name Allows the Konica Minolta
operator to specify the fax recipient. The recipient name is displayed on the cover sheet and elsewhere in the FaxPress.
Password Password Allows users with personal
passwords to enter their password to log in to their FaxPress account. Password can be up to 11 characters. If password is blank, press space bar.
Authentication Not Used
Delay Send Date Time
Delivery Options Allows user to specify the time
that the FaxPress is to send the job.
Billing Code 1 Billback Code Allows user to attach a valid
FaxPress bill back code 1 to outbound document. Transmission will fail if billing code is not pre-registered.
Konica Minolta EDC Function Name
FaxPress Parameter Description
Billing Code 2 Billback Code 2 Allows user to attach a valid
FaxPress bill back code 2 to outbound document. Transmission will fail if billing code is not pre-registered.
Cover Sheet Cover Page Allows a cover sheet to be sent
with fax or e-mail. You must specify a cover sheet that is installed on the FaxPress server.
Subject Subject Allows the user to include a
subject line with the fax or e-mail. Appears in the Description field of the Outgoing Faxes list in the FaxPress client and the cover page.
General Fax
Not Used
Number
General Voice
Not Used
Number
Personal Fax
Not Used
Number
Personal Voice
Not Used
Number
Document
Not Used
Password
Hold For Preview Not Used
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Table 2.1 FaxPress Keywords for Konica Minolta Application
2. Create a default FaxPress user as follows:
Konica Minolta EDC Function Name
Timeout Date Time
Delivery Not Used
FaxPress Parameter Description
Not Used
To create function buttons, do the following:
1. Navigate to the Application Registration Custom Item List
page. See Figure 2.5
Figure 2.5 Custom List Items Page
a. In the top slot in the Customer List table, click the pencil
icon. The Function Settings page appears. See Figure 2.6.
Figure 2.6 Function Settings Page
b. In the Function Name field, select ID to allow users to
specify the FaxPress user account they want to use to send faxes and e-mails. (Groups are not supported.)
c. In the Button Name field, enter the name that you want to
appear on the button in the touch screen.
For example, if you are allowing users to use their FaxPress account, you might mark the button Sender or use the name of the default value. If you are not allowing users to use their own FaxPress accounts, we recommend that you use the default value name.
d. In the Display Method field, select Enable. Enable is the
default value.
Chapter 2 Configuring the Konica Minolta MFP Module to Use the FaxPress 9
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FaxPress Connector for Konica Minolta MFP Administrator Guide 10
e. In the Default Value field, enter the name of a valid
FaxPress user account.
This user will be used to generate outbound faxes and e-mails unless the Konica Minolta operator enters a valid FaxPress user name in the field. Return information from the profile of this user will appear on the cover page and other FaxPress records. We recommend that you make Guest or Walkup as the default user.
f. Click Apply. A confirmation message appears.
g. Click Ye s. The Custom Settings page appears.
h. Repeat Steps a through g for each button that you want to
appear in the touch screen for the FaxPress.
Note We recommend that you create a setting using the subject
function name. Text that the user input for this setting will appear as the Description in the FaxPress server record and on cover pages.
i. Click Apply. The information is transferred to the
Konica Minolta device.
3. Click OK.
4. Logout of PageScope Web Connection.
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Setting Likely FaxPress Parameters
This section describes how to configure FaxPress parameters that you are likely to be use.
Displaying the Fax Recipient
to set the recipient attribute on the Konica Minolta device. To set the recipient attribute for the FaxPress on the Konica Minolta device, do the following:
1. In PageScope Web Connection, navigate to the Custom
Settings page.
2. Click the pencil icon for the first available slot.
3. In the Button Name field, enter the name that you want to use
to indicate the name of the Fax recipient.
4. In the Function Name field, select Name.
5. In the Display Method field, select Enable.
6. Click Apply.
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Attaching a FaxPress Cover Page
You can create a Konica Minolta MFP custom setting that sends a FaxPress cover page with the fax. Users may specify any cover page registered with the FaxPress or not send a cover page. However, to send a cover page the user must know the correct name of the cover page file in the FaxPress. This section describes how to configure a setting to send a cover page. To send a FaxPress cover page with outbound faxes, do the following:
1. In PageScope Web Connection, navigate to the Custom
Settings page.
2. Click the pencil icon for the first available slot.
3. In the Button Name field, enter the name that you want to use
to indicate that a cover page is available.
4. In the Function Name field, select CoverSheet.
You can create a Konica Minolta MFP custom setting that allows the FaxPress to display the name of the fax recipient on the cover page and elsewhere that is applicable. This section describes how
5. In the Display Method field, select Enable.
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6. In the Default Value field, enter the name of the cover page
including the .doc extension that you want to use as it appears in the Cover Page folder on the FaxPress. This cover page will be used unless the send specifies otherwise.
Note When this field is left blank, a cover page will not be sent
unless the user enters the name (and extension) of the cover page to use in the field in the touch screen.
Note The cover page specified in this field overrides the default
cover page specified in the profile of the FaxPress user.
7. Click Apply.
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Using Bill Back Codes
You can configure the application to use billback codes. Billback codes that users use must be preregistered in the FaxPress server. The FaxPress will not process a job that has an invalid billback code. To configure the application to use billback codes, do the following:
5. In the Display Method field, select Enable.
6. Click Apply.
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1. In PageScope Web Connection, navigate to the Custom
Settings page.
2. Click the pencil icon for the first available slot.
3. In the Button Name field, enter the name that you want to use
to indicate billback code.
4. In the Function Name field, do either of the following:
Select Billing Code 1 for FaxPress Billing Code entries.Select Billing Code 2 for FaxPress Billing Code 2 entries.
Chapter 2 Configuring the Konica Minolta MFP Module to Use the FaxPress 11
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FaxPress Connector for Konica Minolta MFP Administrator Guide 12
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Appendix A
Understanding the FaxPress External Document Connector
Overview of the FaxPress External Document Connector
The FaxPress External Document Connector (EDC) is a module for the FaxPress server that monitors the MFP repository folder for documents to process and transmit. The FaxPress External Document Connector processes documents using a set of steps called a “DataFlow.” The DataFlow is comprised of several distinct processes called “Flowpoints.” Each Flowpoint monitors a specific folder for fax documents, acts on the documents, and then passes them on to the next Flowpoint.
Using the FaxPress EDC Monitor
The FaxPress External Document Connector includes a management tool called the FaxPress External Document Connector Monitor (FaxPress EDC Monitor). Use the FaxPress EDC Monitor to monitor the status of the connectors and processors under the control of the FaxPress EDC, add and delete processor services, and configure the FaxPress EDC components.
Caution The FaxPress EDC Monitor application does not display errors
that occur with individual processors. It will only report specific job files that have encountered errors. To check for errors in the FaxPress External Document Connector’s processors, you must review the Event Log.
Accessing the FaxPress EDC Monitor
This section describes how to access the FaxPress EDC monitor. To run the FaxPress EDC Monitor program, select Start >
Programs (or All Programs) > FaxPress EDC Monitor. The FaxPress EDC Monitor program window opens. See Figure A.1.
Figure A.1 The FaxPress External Document Connector Monitor
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Installed MFP Module extensions are listed in the top left pane, and the DataFlow and individual Flowpoints are displayed in the bottom left pane. In the top right pane, all of the processors that are required by the Flowpoints are listed, and the separate instances of each processor are listed in the bottom right pane. Current status information is displayed for all objects listed in the FaxPress EDC Monitor. Table A.1 defines each of the status columns in the right pane.
Table A.1 FaxPress EDC Monitor Status Definitions
Column heading
Definition
Status The FaxPress External Document Connector
component’s status. Possible values are:
Failed - The component has shut down.Hung - The component is no longer responding.Job Errors - Errors prevented the image from
processing.
OK - The image was processed successfully.
Done The total number of fax images that have been
completed by this component.
Pending The total number of jobs currently queued for
processing by this component.
Errors The total number of processing errors that have
been logged by this component.
Table A.1 FaxPress EDC Monitor Status Definitions
Column heading
Definition
Bad Jobs The total number of jobs that could not be
processed and have been abandoned by this component.
Activity The current active state of the component.
Possible values are:
Idle - The component is currently inactive.Processing Job - The component is currently
processing a job.
Paused - The component has been paused. No
jobs will be processed.
Shut Down - The component service is currently
stopped.
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Viewing and Clearing Processor Events
In addition to viewing processor activity in FaxPress EDC Monitor, you can view and clear the processor Event Log. This section describes how to view and clear processor events.
Warnings The total number of processing warnings that have
been logged by this component.
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Viewing Processor Events
This section describes how to view processor events. To view processor events, do the following:
1. With FaxPress EDC Monitor open, click View > Event Log. A
page listing processors for events you can view appears. See Figure A.2.
Figure A.2 Page Listening Processors
Click the processor for which you want to view the event log.
2.
Figure A.3 shows an example of an event log.
Figure A.3 The FaxPress EDC Monitor Event Log
FaxPress EDC Monitor places a check mark next to your current
Note
view in the View menu to indicate which screen you are looking at. You can alternate between views as often as you like.
3. To return to the standard FaxPress EDC Monitor view, click
View > Activity.
Note You can refresh the Activity screen or the Event Log by clicking
View>Refresh.
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Clearing the Event Log
This section describes how to clear the event log. To clear the event log, do the following:
1. With FaxPress EDC Monitor open, click Edit > Clear All
Events. The Clear Processor Events dialog box appears. See
Figure A.4.
Figure A.4 Clear Processor Events Dialog Box
2.
Do one of the following:
Click Yes to clear all events.Click No to cancel.
Accessing the Services dialog box and Changing Service Status
To access the Services dialog box and change the status of services, do the following:
1. On the FaxPress server, select Start > Programs (or All
Programs) > FaxPress EDC Monitor. The FaxPress EDC Monitor program window appears.
2. Select Tools > Services. The Services dialog box appears.
See Figure A.5.
Figure A.5 The Services Dialog Box
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Monitoring the Processor Services
The FaxPress EDC Manager and all of the individual processors that are managed by the FaxPress EDC are installed as services. The FaxPress EDC Monitor can be used to view the status of these services and to add and remove services. This section describes how to monitor the status of the FaxPress EDC processor services.
This dialog box displays the status of the FaxPress EDC Manager service (which controls all of the processors) as well as the status of the individual processors.
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3. To start or stop a service, either of the following:
To start or stop an individual service, select the service name
and click Start Service or Stop Service.
To start or stop all of the services, select the computer name
at the top of the list and click Start All Services or Stop All Services.
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Adding and Removing Processors
You can run a maximum of 16 of each type of processor. Processors can be run on the FaxPress server or on remote computers to take advantage of the additional processor power. This section describes how to add and remove processors.
Note Although it is possible to install and configure more than 16 of
each type of processor, only 16 of each will actually function at any given time.
To add new instances of a processor, do the following:
1. Launch the FaxPress EDC Monitor and select Tools >
Services to open the Services dialog box.
Figure A.6 The Add a Service Dialog Box
In the Services field, select the service that you want to add.
4.
2. If you want to add the service to a remote computer that is not
listed, click Add Computer and specify the name of the remote computer.
3. Select the computer to which you want to add the service and
click Add Service. This opens the Add a Service dialog box. See Figure A.6.
5. In the Startup Type field, select the method that you want to
use for starting the service.
6. Under Login Account section, do the following:
a. In the Account field, enter the user name that the service
will use to start up. This user account should have full administrative privileges to the computer you selected in Step 3.
b. In the Password field, enter the password for the user
account.
c. In the Confirm Password field, enter the password.
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7. Click OK.
Note If you are adding processors to a remote computer and you
receive the message “EDC Manager has not been properly configured to allow services to be installed,” or if the services fail to start, see the following section on adding processes to a remote computer.
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Removing a Processor
This section describes how to remove a processor. To remove processors, do the following:
Warning At least one service must be present for each process type for
the system to function.
1. Run the FaxPress EDC Monitor and select Tools > Services
to open the Services dialog box.
2. Select the service name.
3. Click Stop Service.
4. When the service is stopped, click Remove Service.
1. Run the FaxPress EDC Monitor and select Tools > Advanced
EDC Configuration to open the Captaris EDC Configuration dialog box.
2. Click the System tab and click the Core button. This opens the
EDC System Settings dialog box.
Figure A.7 Specifying the remote paths that let you add processes to remote computers
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If you are adding processors to a remote computer
To run FaxPress External Document Connector processors, a remote computer must know how to locate certain folders on the FaxPress server used by the processors. You must enter the share names of these folders in the FaxPress External Document Connector Manager Configuration before you will be able to run the processor on remote computers.
3.
In the Remote Paths section of the dialog box, in the Root Directory field, enter the UNC path to the share name of the
FaxPress\EDC folder on the computer on which the FaxPress External Document Connector is installed (the FaxPress server).
Example \\RFSERV\Program Files\FaxPress\EDC
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4. In the Shared Directory box, enter the UNC path to the share
name of the FaxPress\Shared Files folder on the computer on which the FaxPress External Document Connector is installed (the FaxPress server).
Example \\RFSERV\Program Files\FaxPress\Shared Files
To access the Captaris EDC Generic Processor Configuration screen, do the following:
1. On the FaxPress server, select Start > Programs (or All
Programs) > FaxPress EDC Monitor. The FaxPress EDC
Monitor program window opens.
Configuring Processing Components
You may need to perform additional processor configuration. Some common instances where additional processor configuration may be necessary include:
Setting the logging level for an individual process for
troubleshooting purposes
Adjusting the delay between processes - anywhere from 5
minutes to 24 hours
Pausing processing to troubleshoot a job file with the help of
a Captaris FaxPress Product Support Representative
Debugging a process with the help of a Captaris FaxPress
Product Support Representative
This section describes how to access the Captaris EDC Generic Processor Configuration dialog box that allows you to alter processor configuration.
Warning We strongly recommend that you do not attempt to make
changes to Advanced EDC Configuration settings unless you are very familiar with advanced options. If you are not experienced with advanced options, it is highly recommended that you contact the FaxPress Product Support Group at (520) 320-7070 for help with all changes to advanced functionality.
2. Select Tools > Advanced EDC Configuration.
3. Click on the System tab.
4. Click Processors. The Captaris EDC Generic Processor
Configuration dialog box appears. See Figure A.8.
Figure A.8 Captaris EDC Generic Processor Configuration Dialog Box
5.
Click on each processor that you want to configure. The dialog box is populated with information the processor as shown in Figure A.9.
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Figure A.9 Processor Configuration Dialog Box Populated for a Processor
We recommend that you do not attempt to make changes unless you are experienced with FaxPress advanced functionality. Contact the FaxPress Product Support Group at (520) 320-7070 for assistance.
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