The information in this document is subject to change and does not represent a commitment on
the part of eCopy, Inc. The software 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 logo, eCopy ShareScan, eCopy
ShareScan OP, eCopy ScanStation, eCopy Desktop, eCopy Quick Connect, eCopy Xpert
Compression, UniDoc, SpeedFax, eCopy ScanStand, and SpeedPrint are trademarks of eCopy, Inc.
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All other terms and products are trademarks or registered trademarks of their respective owners
and are hereby acknowledged.
eCopy ShareScan OP Installation and Setup Guide | 1
Introduction
About this guide
This guide is intended for administrators responsible for installing eCopy ShareScan® OP. It
provides an overview of ShareScan OP and describes system requirements and installation
procedures.
Further information
The ShareScan OP documentation set consists of the following documents:
■ eCopy ScanStand™ Assembly Instructions: Provides information about assembling the
ScanStand that is used with eCopy ScanStation.
■ ShareScan OP Installation and Setup Guide: Provides information about important network
prerequisites and guides you through the initial installation and setup process.
■ ShareScan OP Configuration Guide: Provides information about licensing scanning devices,
configuring general system properties, and configuring core connectors provided by eCopy,
Inc.
■ ShareScan OP Help: The Help files contain the same information that is in the configuration
guide.
To get Help about eCopy ShareScan OP Administration from the ShareScan OP
Administration Console, click
ShareScan OP Administration Console. When the Services Manager is selected, you can
also click the Help button on the console toolbar.
To get Help on a connector, right-click the connector in the console tree and then click
Connector Help. You can also click the Help button on the toolbar.
Help > Help Topics. On the Contents tab, double-click
Page 6
2 | Introduction
Obtaining technical support
Technical support is available to registered users from eCopy during the warranty period or for the
duration of your software support and maintenance agreement. Contact your supplier for details.
When calling eCopy Technical Support, please be at your computer with your system powered on
and be prepared to provide the technical support representative with the following information:
ItemDescription
eCopy serial number
and product key
eCopy software
version
Operating system
and network
Third-party productsA list of third-party applications that are used in conjunction with eCopy
Problem descriptionA detailed description of the problem, the steps needed to reproduce it, and
Contact informationDealer contact information as well as your contact information (for follow-
These numbers are printed together on stickers. Depending on your eCopy
product, you may find these numbers in one of the following locations: the
back of the eCopy software CD case, the eCopy ScanStation PC, the bottom
of the eCopy software packaging box, the shipping box, and the inside
packaging box.
The version of the eCopy software you are using. For example, on Windows
XP, you can find this information by clicking Help > About (in eCopy
Desktop or eCopy ShareScan OP Administration) or by clicking the About
tab (in eCopy ShareScan Administration). Examples: Version 1.1.0.4, Version
8.5 (Build 0.7)
The version of the operating system that the eCopy software is running on,
along with any network information that you can provide.
products, such as Microsoft® Exchange, Microsoft Outlook®, Lotus Notes,
Captaris™ RightFax™, Interwoven™ iManage™, and Lotus® Domino.Doc.
the exact wording of any error messages.
up). Please include name, e-mail address, and telephone number.
US/North America
Technical Support hours are Monday through Friday, 6:00 A.M. to 5:30 P.M. EST.
Phone: +1 (603) 881-4450 (select option 8)
E-mail: support@ecopy.com
Outside North America
Please contact your local dealer or national sales organization.
Page 7
eCopy ShareScan OP Installation and Setup Guide | 3
ShareScan OP overview
eCopy ShareScan OP (Open Platform) extends the capabilities of digital copiers and scanners. A
complete system includes the following components:
■ A client.
■ A PC running the ShareScan OP Services Manager and one or more connectors.
■ An Administration Console.
ShareScan OP
Services
Manager
ShareScan OP Client
Administration Console
ShareScan OP client is installed on the ScanStation. It displays the user interface and handles
The
Connector
Connector
Enterprise
applications
such as
e-mail and
fax
user input. All information, including the raw scanned image file, is passed back to the eCopy
ShareScan OP Services Manager for processing.
Page 8
4 | Introduction
The ShareScan OP Services Manager and the connectors are installed on a network computer
running Microsoft® Windows® 2000 or Windows XP. (No special server hardware is required.) The
Services Manager handles requests from the client and processes the image file. It returns user
interface forms and thumbnail images to the client and creates the master image file according to
the selected options (file type, searchable text, encryption, etc.). The connectors provide
connectivity to various back-end applications, such as e-mail and fax servers. For example, the
Exchange connector enables users to scan documents and e-mail them using Microsoft Exchange.
The
Administration Console is a Microsoft Management Console (MMC) snap-in that enables
system administrators to configure and administer ShareScan OP Services Managers, connectors,
services, and scanning devices.
Installation overview
Installing ShareScan OP on a ScanStation includes the following tasks:
■ Installing the Universal Pointing Device Driver (UPDD), which is also called the touch screen
driver. You do not need to install this driver if you have an existing ScanStation on which the
driver was pre-loaded.
■ Installing the ShareScan OP Services Manager, the Administration Console, and the client.
■ Licensing and configuring the scanning device used with the ScanStation.
■ Setting up your multifunctional product (MFP) device for use with the ScanStation OP Send to
eCopy feature.
Page 9
eCopy ShareScan OP Installation and Setup Guide | 5
Installation Environment
Overview
eCopy ShareScan OP is a client/server-based application. The ShareScan OP Services Manager on a
ScanStation supports a single digital copier or scanner.
Network environment
eCopy ShareScan OP runs on domain-based networks and in workgroup environments. In a
domain environment, static or dynamic IP addressing is supported. In a workgroup environment,
ShareScan OP Services Managers must have static IP addresses.
A ScanStation is networked to a scanning device. If the scanning device is not on the same network
segment as the ScanStation, there can be performance issues.
For information about Novell support, see "Novell support" on page 6.
Page 10
6 | Installation Environment
Novell support
When Novell client software is installed on the computer that is running the ShareScan OP
Services Manager, some eCopy ShareScan OP connectors (Quick Connect, Scan to Desktop, and
LDAP/SMTP) can use a back-end Novell server for authentication and temporary file storage (of
scan inboxes).
Shar eScan OP Servi ces Manager
Novell client
Other connectorsSc an to Desktop
Novel l server
To communicate with a Novell server, Novell client software must be installed on the Services
Manager PC. Although Windows includes the Microsoft Client for NetWare Networks, eCopy has
not tested ShareScan OP with this client software and cannot recommend it. You should install the
same NetWare client you are using on the rest of your networked PCs. eCopy strongly recommends
that you install the latest 32-bit Novell client.
Note:If you have a Novell network with multiple trees, you must set the Preferred tree field in the
Novell client configuration for the eCopy Inbox Agent and Scan to Desktop connector to
function properly.
Page 11
eCopy ShareScan OP Installation and Setup Guide | 7
Installing the UPDD driver
Overview
To enable the touch screen on the ScanStation, you must install the Universal Pointing Device
Driver (UPDD). If you are installing on an existing ScanStation, you may not need to calibrate the
touch screen.
Installing the UPDD driver
To install the driver:
Insert the eCopy ShareScan OP CD (Disk 1) in the drive.
1
2 When the launch screen appears, click Drivers and then click Explore Touchscreen Drivers.
3 Open the folder that corresponds to your operating system (Win2K or XP) and then run
Setup.exe.
4 Click Next.
5 In the License Agreement window, read the agreement and then click Next.
Page 12
8 | Installing the UPDD driver
6 Follow the instructions on subsequent screens until the Number of Devices window appears.
Then enter the number of devices that will be attached to the system and click
Next.
7 Select Whole Desktop as the logical desktop segment and then click Next.
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eCopy ShareScan OP Installation and Setup Guide | 9
8 In the list of controller types, select Dynapro, SC3, Serial (the first item in the list) and then
click
Next.
Important! Do not select any of the other items.
9 In the Port list, select COM1 and then click Next.
10 Click Next to finish the installation.
Page 14
10 | Installing the UPDD driver
Configuring the touch screen
You must configure and calibrate the touch screen only if you have a new ScanStation.
Note:Older ScanStations use a baud rate of 2400, while the new ScanStations used a baud rate
of 19200. To determine whether you have an old ScanStation, locate the model number
on the outside of the ScanStation PC. If the model number is “D530” or “D510”, you have
an old ScanStation.
To configure and calibrate the touch screen (new ScanStations only)
Click Start > Settings > Control Panel and then double-click Pointer Devices, or
1
click
Start > Program Files > UPDD.
2 On the Hardware tab, click Advanced. Change the baud rate to 19200, click Close, and then
click
Apply.
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eCopy ShareScan OP Installation and Setup Guide | 11
3 On the Calibration tab, set the number of calibration points to 9. (The default is 2.)
4 Click Calibrate.
5 Follow the calibration instructions on the touch screen.
Page 16
Page 17
eCopy ShareScan OP Installation and Setup Guide | 13
Installing eCopy ShareScan OP
Overview
The eCopy ShareScan OP Setup program installs the following components:
■ Client
■ ShareScan OP Services Manager
■ ShareScan OP Administration Console
■ One or more connectors
Installing eCopy ShareScan OP
To install the software:
Insert the eCopy ShareScan OP CD (Disk 1) in your drive. When the launch screen appears,
1
click
Install ShareScan OP.
Page 18
14 | Installing eCopy ShareScan OP
2 Click Next. If your computer does not meet the minimum requirements, Setup displays the
following message:
3 Click Install to proceed. Setup displays the Welcome screen again.
4 Click Next. The Components screen lists all the components that Setup will install.
Page 19
eCopy ShareScan OP Installation and Setup Guide | 15
5 Click Next.
6 Select the connectors you want to install and then click Next.
Note:While you can install all the connectors, you can use Copy only on an eCopy-enabled
device with an embedded client and Fax via Print only on an eCopy ScanStation.
If you selected a Lotus Notes e-mail or fax connector and the Lotus Notes client is not yet
installed on the computer, Setup displays the following message. Click
OK to continue the
installation.
If you selected an e-mail or fax connector, the Internet Address Book Support window opens.
Note: The Internet address book stores e-mail addresses and fax numbers manually entered at
the scanning device or ScanStation, eliminating the need to enter the complete address
or fax number on subsequent uses. ShareScan OP uses Microsoft SQL Server Desktop
Engine (MSDE 2000) to store Internet e-mail addresses and fax numbers.
Page 20
16 | Installing eCopy ShareScan OP
Note:For information about installing the required components, see the “Installing MSDE from
the setup launcher” section in the eCopy ShareScan OP Configuration Guide. Even if
there are multiple ShareScan OP Services Managers on your network, you need only one
copy of MSDE.
If you do not plan to install the address book database on this computer, select No and then
click
Next. Then proceed to step 6.
If you plan to install the address book database, select
Yes and then click Next to check for the
required components on your computer. Setup displays a message. After reading the message,
click
OK and then click Next.
Page 21
eCopy ShareScan OP Installation and Setup Guide | 17
7 When the Ready to Install screen appears, click Install.
8 When the installation is complete, click Finish.
Page 22
Page 23
eCopy ShareScan OP Installation and Setup Guide | 19
Licensing and configuring ScanStation OP
Overview
You license and configure the product from the ShareScan OP Administration Console. This
process involves the following tasks:
■ Starting eCopy ShareScan OP Administration and selecting your ShareScan OP Services
Manager.
■ Licensing a ScanStation by performing the following tasks:
> Adding the appropriate product key to the local license database.
> Activating the product key by obtaining license codes from eCopy.
■ Configuring one or more connectors by performing the following tasks:
> Configuring a profile (for each connector that you want to use).
> Enabling one or more connectors for use with a device.
■ Setting up a supported multifunctional product (MFP) device that you plan to use with
ScanStation OP’s Send to eCopy feature.
This chapter provides enough information to complete the basic licensing and configuration
process. For more detailed information, refer to the eCopy ShareScan OP Configuration Guide (or to
the Administration Console Help).
2 Select your ShareScan OP Services Manager and then click OK. The Administration Console
opens. If you installed ShareScan OP on a ScanStation, the title bar includes “ScanStation”.
Page 25
eCopy ShareScan OP Installation and Setup Guide | 21
3 Double-click System Information and then click Licensing.
4 Enter the product key using either of the following methods. (If you received the key in
electronic form, you may want to copy and paste it.)
>Click
>Click
New Key and enter the key (manually or by pasting a copied key).
<ENTER PRODUCT KEY> to make the edit box active, enter the key, and then press
E
NTER.
When you have added the product key, the Services Manager displays product key
information.
Page 26
22 | Licensing and configuring ScanStation OP
5 Click Activate Later. (You have 30 days to activate the license. See the Configuration Guide for
more information about activation.)
6 In the console tree, double-click Devices. The ScanStation is listed.
Page 27
eCopy ShareScan OP Installation and Setup Guide | 23
Configuring a connector
This section describes the basic process of configuring a connector. To complete the installation
and setup process, you may want to configure Scan to Printer, which has fewer settings to
configure than other connectors. Refer to the Configuration Guide or the online Help for detailed
information about configuring each connector.
To configure a connector:
In the console tree, click Connectors.
1
2 Double-click the connector that you want to configure.
3 Specify the connector’s settings.
4 Click Save to save the settings in a connector profile. Leave “default” as the name and then
click
Save.
Page 28
24 | Licensing and configuring ScanStation OP
Enabling a connector
To enable a connector:
In the console tree, click Devices > <ScanStation_name> > Properties. The Device Properties
1
screen lists all the connectors that you installed.
2 Select the check box in the Active column next to each connector that you want to enable. (You
cannot enable a connector until you create a profile for it.)
3 In the Profile column, select the desired profile (if you have created more than one).
4 Click Save. When you run the ScanStation client, it will display a button for each active
connector.
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eCopy ShareScan OP Installation and Setup Guide | 25
Running the ScanStation client
To run the ScanStation client:
In the console tree, click Devices > Manage. The Manage ScanStation OP Client pane displays
1
information about the client. The information in the Driver Name field is based on the product
key.
2 On the ScanStation Logon tab, select the Use preceding credentials check box. Enter your
user name, password, and domain, and then click
Client” chapter in the Configuration Guide for more information about the options on this
screen.)
Save. (See the “Managing the ScanStation
Page 30
26 | Licensing and configuring ScanStation OP
3 On the Status tab, click Start. The client application opens.
4 To quit the application, use one of the following methods:
> If you are using the hard keyboard, press
ESC and then press Yes .
> If you are using the on-screen keyboard, press
About, press (Exit), and then press Yes .
Page 31
eCopy ShareScan OP Installation and Setup Guide | 27
Setting up Sharp MFP devices to use with
Send to eCopy
Overview
eCopy ScanStation OP enables users of supported multifunctional products (MFP) to scan
documents and send them to a shared storage folder on a ScanStation. The ScanStation must be
licensed to use eCopy Send to eCopy.
In addition to installing, configuring, and licensing ScanStation OP, you must perform the
following tasks:
■ Create a folder to temporarily store the scanned image files. Depending on the MFP, the
storage folder can be a network shared folder or an FTP folder.
■ Configure the MFP device.
■ Create a profile to use with Send to eCopy.
■ Configure Send to eCopy.
Creating a network shared folder
eCopy recommends that you create the shared folder on the ScanStation. Make sure that you
assign the appropriate permissions to the folder.
To make sure that the folder can be accessed, go to a different computer on the network and try to
create a folder in the shared folder. Then try to copy a text file into it. If the system displays any
error messages, check the permissions on the shared folder.
Creating an FTP folder
If your company does not have an FTP site, you must create one. See your Microsoft Internet
Information Services (IIS) documentation for information about creating the FTP site; you may
want to specify “C:\eCopy” as the home directory for the site.
When you create the FTP site, it is recommended that you perform the following tasks:
■ Create it on the ScanStation.
■ Clear the Allow Anonymous Connections check box on the Security Accounts tab.
■ Enter the name of a local user who will have access to the FTP site. (You may want to create a
dedicated local user account named “FTPeCopy”.)
Page 32
28 | Setting up Sharp MFP devices to use with Send to eCopy
After creating the FTP site, perform the following steps:
1 Open a Web browser and make sure that the site is active.
2 Create a folder on the site. Use a descriptive name, such as: eCopyScans.
For security reasons, you may want to limit access to the folder to a single user.
3 Make sure that you can copy a file to the FTP folder.
4 Make sure that you create the local user account specified on the Security Accounts tab.
Supported scan settings
Send to eCopy supports the following settings:
■ Black-and-white scans — 100 - 600 dots per inch (DPI).
■ Color and gray-scale scans — 300 DPI.
■ PDF — G3 and G4 compressed PDF.
Send to eCopy does not currently support scanning documents to uncompressed PDFs.
Page 33
eCopy ShareScan OP Installation and Setup Guide | 29
Creating a profile that uses a network folder (SMB)
If you are using a shared network folder for storage of scanned image files, you specify the path to
the target folder in a profile. You use the Sharp Network Scanner Tool to create the profile. The
user selects the profile at the device.
To create a profile:
Run the Network Scanner Tool (Start > Programs > Sharpdesk > Network Scanner Tool).
1
2 On the Profiles tab, click New.
3 In the Properties for Profile dialog box, specify the profile information, including the profile
name and descriptive information, such as:
4 Select the Move File to Folder check box and then click Details. Select the target folder and
then click
5 Click OK to return to the main Network Scanner Tool screen.
6 Click Apply to save the new profile on the devices specified on the Scanners tab, and then click
Close.
7 Click OK to quit the program.
OK.
Scan to shared folder for eCopy.
Page 34
30 | Setting up Sharp MFP devices to use with Send to eCopy
Creating a profile that uses an FTP folder
When you configure the MFP device, you specify information about the target FTP site and the
authorized FTP user in a profile.
Make sure that you have the device’s IP address before you begin.
To configure the MFP:
Open a Web browser.
1
2 In the Address bar, type the Internet address (URL) for the device you want to connect to,
using the format
page opens.
3 Under Image Send Management, click Destination.
4 Log in to the device.
5 Under New Destination, click FT P.
6 Under FTP Destination Control, make sure that you specify the following information, which is
required by Send to eCopy, in addition to any information that is required by the device:
Hostname or IP Address — Enter the address of the FTP site, such as: 10.10.12.110.
Note:To use this profile with Send to eCopy, you must enter user name, password, and
directory information, even though the screen indicates that the fields are optional.
http://device_IP_address, and then press ENTER. The System Information
User Name — Enter the name of the FTP user created to access the FTP site, such as:
FTPeCopy.
Password — Enter the password of the FTP user.
Directory — Enter the path to the target FTP folder created for temporary storage of the
scanned image files, such as:
7 Click Submit. When the “Your request was successfully processed” message appears, the
\scans or \scans\HR.
configured profile is available at the device.
Page 35
eCopy ShareScan OP Installation and Setup Guide | 31
Configuring Send to eCopy
The Send to eCopy tab is available on the eCopy ShareScan OP Administration Console only after
you license the ScanStation using a Send to eCopy product key (see "Licensing the scanning device"
on page 20).
2 In the console tree, click Devices > device_name > Manage > Send to eCopy.
3 Under Configuration, specify the number of seconds. ScanStation looks in the storage folder
for files older than the specified time and then deletes them.
4 Under Location, specify the following information about the target storage folder:
>
Ty pe — Select SMB or FTP.
>
Folder — For an SMB location, enter the path to the shared folder, such as: C:\Sharp_drop or
\\FileServer\Sharp_drop. For an FTP location, specify the FTP folder, such as: \scans or
\scans\HR.
>
Hostname — For an SMB location, enter the hostname or the IP address of the computer
where the ShareScan OP server is installed, such as:
the IP address of the FTP site, such as:
10.10.12.245.
10.10.9.111. For an FTP location, enter
>
Login — Enter the name of the user who has access to the storage folder. For an FTP folder,
the name must match the FTP user name, such as:
>
Password — Enter the password associated with the user name.
5 Click Save.
6 Restart the ScanStation client.
FTPeCopy.
Sending to the scan destination
To send to the scan destination:
Load your originals into the MFP.
1
2 Press the Image Send button on the control panel.
3 Press Address Book on the touch screen.
4 Select the scan destination.
5 Press the green Start button on the control panel to start scanning.
Page 36
32 | Setting up Sharp MFP devices to use with Send to eCopy
Using Send to eCopy
When an MFP device is ready to use with Send to eCopy, the following procedure allows users to
access and use Send to eCopy:
To use Send to eCopy:
To scan a document to the designated folder, follow the instructions for your MFP device. (For
1
your Sharp MFP, see "Sending to the scan destination" on page 31.)
2 At the ScanStation, click Settings if you want to modify the output and image processing
options.
3 Press the desired connector button, such as “Scan and Mail”. The connector retrieves the
scanned image files from the storage folder and opens them in the ScanStation client’s scan
preview window. (For information about using the eCopy connectors, refer to the user quick
reference document provided for each connector.)