Sharp e-Copy ShareScan Installation Guide

eCopy ShareScan® OP

Version 3.0

Installation and Setup Guide

for Send to eCopy (for Sharp)

Part Number: 73-00013 (5/2005)

Licensing, Copyright, and Trademark Information

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, Inc. 1992 - 2005. All rights reserved.

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.
Simplify, MailRoom, and ShareScan are registered trademarks of eCopy, Inc. Touchstone
Technology is a registered trademark of Touchstone Technology, Inc.

Captaris and RightFax are trademarks of Captaris, Inc.

Interwoven and iManage are trademarks of Interwoven, Inc.

Intel and Pentium are registered trademarks of Intel Corporation.

Lotus, Lotus Notes, and Lotus Domino are trademarks and or registered trademarks of Lotus
Development Corporation and/or IBM Corporation in the United States, other countries or both.

Microsoft, Windows, Windows NT, Outlook, and MS-DOS are registered trademarks, and
Windows Server is a trademark, of Microsoft Corporation in the USA and in other countries.

All other terms and products are trademarks or registered trademarks of their respective owners
and are hereby acknowledged.

Table of Contents

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

About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Further information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Obtaining technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

US/North America . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Outside North America . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

ShareScan OP overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Installation overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Installation Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Network environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Novell support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Installing the UPDD driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Installing the UPDD driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Configuring the touch screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Installing eCopy ShareScan OP . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Installing eCopy ShareScan OP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Licensing and configuring ScanStation OP . . . . . . . . . . . . . . . . . 19

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Licensing the scanning device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Configuring a connector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Enabling a connector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Running the ScanStation client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

iv | Table of Contents

Setting up Sharp MFP devices to use with Send to eCopy . . . . . 27

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Creating a network shared folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Creating an FTP folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Supported scan settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Creating a profile that uses a network folder (SMB) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Creating a profile that uses an FTP folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

Configuring Send to eCopy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Sending to the scan destination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Using Send to eCopy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

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

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:

Item Description

eCopy serial number
and product key

eCopy software
version

Operating system
and network

Third-party products A list of third-party applications that are used in conjunction with eCopy

Problem description A detailed description of the problem, the steps needed to reproduce it, and

Contact information Dealer 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: [phone] (select option 8)

E-mail: [e-mail]

Outside North America

Please contact your local dealer or national sales organization.

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.

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.

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.

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 connectors Sc 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.

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.

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.