Sharp RightFax MFP User Manual

Version 2.5
MFP Module Guide for the
Sharp Extension
RightFax MFP Module 2.5 Guide for the Sharp Extension ii
Edition
Information in this document applies to version 2.5 of the RightFax MFP Module Guide for the Sharp Extension.
Trademarks
Captaris and RightFax are trademarks of Captaris, Inc. All other company names, brand names, and product names are the property and/or trademarks of their respective companies.
Copyright Notice
Captaris 10885 NE 4th Street Suite 400 Bellevue, WA 98004 (425) 455-6000 http://www.captaris.com
No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form by any means without the written permission of Captaris, Inc.
Information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted.
Portions of this product Copyright © 2002-2006 Glyph & Cog, LLC. Portions Copyright © 2001 artofcode LLC. This software is based in part on the work of the Independent JPEG Group. This software is based in part on the work of the Freetype Team. Portions Copyright © 1998 Soft Horizons. Portions Copyright © 2001 URW++. All Rights Reserved. Outside In® Viewer Technology © 1992-2004 Stellent Chicago, Inc. All rights reserved. Includes Adobe® PDF Library technology. Adobe, Acrobat and the Acrobat logo are trademarks of Adobe Systems Incorporated. Portions Copyright ©1999 Ligature. Portions Copyright © TMS, Inc. 1994-2001. All rights reserved.
Certain portions of this software are copyrighted by Ligature Ltd. who makes no representation or warranties with respect to the contents hereof and specifically disclaims any implied warranties of merchantability and fitness for any particular purpose. The Ligature portion of the software is licensed by Ligature as is.

END USER LICENSE AGREEMENT for External Document Connector Modules

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 External Document Connector software module(s) for which you have paid the applicable license fees and received activation codes from Captaris. Each module includes computer software and may include associated media, printed materials, and “online” or electronic documentation (“Product”) and is licensed separately.
YOU AGREE TO BE BOUND BY THE TERMS OF THIS EULA BY INSTALLING, COPYING OR OTHERWISE USING THE PRODUCT, IN WHOLE OR PART. IF YOU DO NOT AGREE TO THE TERMS OF THIS EULA, DO NOT INSTALL, COPY OR USE THE PRODUCT. INSTEAD, YOU SHOULD PROMPTLY CONTACT CAPTARIS FOR INSTRUCTIONS ON RETURN OF THE PRODUCT.
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 that you have properly licensed. In addition, if you have properly licensed the Connector for the Hummingbird Enterprise Module, the license granted in the preceding sentence includes the right to install the client components of the Product on an unlimited number of Hummingbird client computers. Notwithstanding the foregoing, the license for each MFP module (e.g., a software module included in the Product that is used to link a multifunction printer or other multifunction device to a RightFax server) is limited to a single multifunction printer or device identified to Captaris (by serial number or otherwise) at the time you license the Product. The license for a MFP module cannot be used with or transferred to any other printer or device.
Documentation
You may make and use a reasonable number of copies of any documentation provided with the Product; provided, that such copies will only be used for internal business purposes and are not to be republished or redistributed (either in hard copy or electronic form) beyond your premises.
Backup
You may make one copy of the Product for back-up and archival purposes.
Updates
Any software provided to you by Captaris which updates or supplements the original Product is governed by this EULA unless separate license terms are provided with such updates or supplements, in which case, such separate terms will govern.
License Limitations
The preceding licenses apply only to the extent you have ordered and paid for the Product license. The preceding states the entirety of your rights with respect to the Product. Captaris reserves all rights not expressly granted to you in this EULA. Without limiting the foregoing, you will not, and you will not authorize or permit any third party to:
a. use the Product for any purpose other than as an add on module to a
properly licensed RightFax server used for your internal business purposes;
b. use a MFP module with any printer or device other than the specific
printer or device identified to Captaris at the time the license to the MFP module is acquired;
c. license, distribute, lease, rent, lend, transfer, assign or otherwise dispose
of the Product or use the Product in any commercial hosted or service bureau environment;
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RightFax MFP Module 2.5 Guide for the Sharp Extension iv
d. reverse engineer, decompile, disassemble or attempt to discover the
source code for or any trade secrets related to the Product, except and only to the extent that such activity is expressly permitted by applicable
law notwithstanding this limitation; e. adapt, modify, alter, translate or create any derivative works of the Product; f. use the Product with more than one RightFax server; g. remove, alter or obscure any copyright notice or other proprietary rights
notice on the Product; h. disclose the results of any benchmark testing using the Product to any
third party, or i. circumvent or attempt to circumvent any methods employed by Captaris
to control access to the components, features or functions of the Product.
Audit
Captaris shall have the right to audit your compliance with the terms of this EULA. You agree to grant access to Captaris to facilities, equipment, books, records and documents and to otherwise reasonably cooperate with Captaris in order to facilitate any such audit.
Ownership
The Product is valuable property of Captaris and its suppliers and is protected by copyright and other intellectual property laws and treaties. Captaris or its suppliers own all right, title and interest in and to the Product and all copyright and other intellectual property rights in the Product.
Limited Warranty
Captaris warrants to you that the Product will perform substantially in accordance with the accompanying Product manual for a period of thirty (30) days from the date of receipt. To the maximum extent permitted by applicable law, Captaris’s and its suppliers’ entire liability and your exclusive remedy for failure of the software to conform to the foregoing warranty is, at Captaris’s option, either (a) return of the price paid by you for the Product in exchange for return of the Product by you, or (b) repair or replacement of the Product that does not meet the warranty. The foregoing warranty is void if the failure of the Product is due to accident, abuse or misapplication. Any replacement Product will be warranted for the remainder of the original warranty period, if any.
Indemnification
Captaris will defend you against any judicial proceeding based upon a third party claim that the Product infringes any U.S. patent, U.S. trademark, copyright or trade secret and will indemnify you against any damages, judgments and costs finally awarded against you in such proceeding; provided that, you: (a) give Captaris prompt written notice of the claim; (b) permit Captaris to control the defense and settlement of the claim; and (c) cooperate with Captaris in the defense and settlement of the claim. Captaris's defense and indemnification obligations will not apply to any actual or alleged infringement based upon: (i) modification of the Product by anyone other than Captaris, (ii) abuse, misapplication or casualty loss, (iii) use of the Product in combination with any other program or device, if such infringement would have been avoided but for such modification or combination, or (iv) failure to install or use any error corrections, fixes or other updates furnished by Captaris, if such infringement could have been avoided by such installation or use. In the event the Product or your use of the Product is held to infringe or in Captaris’s reasonable judgment is likely to infringe any third party intellectual property right, Captaris may, at its option, (x) obtain a license for you to continue to use the Product, (y) modify the Product so that it is noninfringing, or (z) terminate this EULA and refund a portion of the license fee paid by you for the Product prorated over three (3) years from the date of purchase.
Disclaimer of Warranties
EXCEPT AS EXPRESSLY SET FORTH ABOVE, CAPTARIS AND ITS SUPPLIERS PROVIDE THE PRODUCT “AS IS” AND WITH ALL FAULTS. CAPTARIS AND ITS SUPPLIERS HEREBY DISCLAIM ALL OTHER WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, ARISING BY LAW OR OTHERWISE, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR USE, TITLE AND NONINFRINGEMENT, WITH REGARD TO THE PRODUCT. WITHOUT LIMITING THE FOREGOING, CAPTARIS DOES NOT WARRANT THAT THE PRODUCT WILL BE FREE OF BUGS, ERRORS, VIRUSES OR OTHER DEFECTS.
Disclaimer of Certain Damages
IN NO EVENT WILL CAPTARIS OR ITS SUPPLIERS BE LIABLE FOR THE COST OF COVER OR FOR ANY INCIDENTAL, INDIRECT, SPECIAL, PUNITIVE, CONSEQUENTIAL OR SIMILAR DAMAGES OR LIABILITIES WHATSOEVER (INCLUDING, BUT NOT LIMITED TO LOSS OF DATA, INFORMATION, REVENUE, PROFIT OR BUSINESS) ARISING OUT OF OR RELATING TO THE USE OR INABILITY TO USE THE PRODUCT OR
OTHERWISE UNDER OR IN CONNECTION WITH THIS EULA OR THE PRODUCT, WHETHER BASED ON CONTRACT, TORT (INCLUDING NEGLIGE NCE), STRICT LIABILITY OR OTH ER THEORY EVE N I F CAPTARIS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Limitation of Liability
CAPTARIS’S AND ITS SUPPLIERS’ LIABILITY ARISING OUT OF OR RELATING TO THE USE OR INABILITY TO USE THE PRODUCT OR OTHERWISE UNDER OR IN CONNECTION WITH THIS EULA OR THE PRODUCT IS LIM ITED TO THE AMOUNT ACTUALLY PAID BY YOU FOR THE PRODUCT REGARDLESS OF THE AMOUNT OF DAMAGES YOU MAY INCUR AND WHETHER BASED ON CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY OR OTHER THEORY. The foregoing disclaimer of warranties, disclaimer of certain damages and limitation of liability will apply to the maximum extent permitted by applicable law. The laws of some states/jurisdictions do not allow the exclusion of implied warranties or the exclusion or limitation of certain damages. To the extent that those laws apply to this EULA, the exclusions and limitations set forth above may not apply to you.
Export Restrictions
You acknowledge that the Product is subject to U.S. export restrictions. You agree to comply with all applicable laws and regulations that apply to the Product, including without limitation the U.S. Export Administration Regulations.
U.S. Government License Rights
All Product provided to the U.S. Government is provided with the commercial license rights and restrictions described in this EULA. By installing, copying or using the Product, the U.S. Government agrees that the Product is “commercial computer software” or “commercial computer software documentation” within the meaning of FAR Part 12.
Trademarks
This EULA does not grant you any rights in connection with any trademarks or service marks of Captaris or its suppliers.
Te rm in at io n
Without prejudice to any other rights, Captaris may terminate this EU LA if you do not abide by the terms and conditions contained herein. In such event, you must cease use of the Product and destroy all copies of the Product and all of its component parts.
Tra ns f er
You may not transfer your rights under this EULA to any third party.
Governing Law; Jurisdiction
Unless expressly prohibited by local law, this EULA is governed by the laws of the State of Washington, U.S.A. without regard to any conflict of law principles to the contrary. The 1980 U.N. Convention on Contracts for the International Sale of Goods or any successor thereto does not apply. You hereby irrevocably submit to jurisdiction of the state and federal courts located in King County, Washington with respect to any proceeding under this EULA or relating to the Product. You will not prosecute any action, suit, proceeding or claim arising under or by reason of this EULA except in such courts.
Attorneys' Fees
In any action or proceeding to enforce rights under this Agreement, the prevailing party will be entitled to recover costs and reasonable attorneys' fees.
Severability
If any provision of this EU LA is held by a court of competent jurisdiction to be invalid, illegal, or unenforceable, the remainder of this EULA will remain in full force and effect.
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.
Entire Agreement
This EULA sets forth the entire agreement of Captaris and you with respect to the Product and the subject matter hereof and supersedes all prior and contemporaneous understandings and agreements whether written or oral. No amendment, modification or waiver of any of the provisions of this E ULA will be valid unless set forth in a written instrument signed by the party to be bound thereby.
Captaris Inc. Software License Agreement v
RightFax MFP Module 2.5 Guide for the Sharp Extension vi

Contents

Chapter 1 Installing the RightFax MFP Module ................................ 9
Overview of the RightFax MFP Module .......................................9
RightFax Server Support and Requirements ........................... 10
Sharp MFP Support and Requirements...................................10
Install the RightFax MFP Module................................................10
Chapter 2 Configuring the Repository Folder
and RightFax Interface on the Sharp M FPs.................. 15
Create and Configure the Repository Folder .......................... 15
Create a RightFax User Interface on the Sharp...................... 17
Sending a Document to a Phonebook Group......................... 18
Using SecureDocs and Certified Delivery................................19
Chapter 3 Advanced Configuration Settings
in the Sharp DataFlow ........................................................ 21
Configure the Sharp MFP Module Settings ............................ 21
Configuring the Sharp_MFP FlowPoints.................................. 26
Sending Delivery Notifications ....................................................27
Understanding Filters.................................................................... 29
Appendix A Understanding the
External Document Connector..........................................31
Overview of the External Document Connector ......................31
Using the EDC Monitor.................................................................31
Index......................................................................................................................35
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RightFax MFP Module 2.5 Guide for the Sharp Extension viii
Chapter 1

Installing the RightFax MFP Module

Overview of the RightFax MFP Module

The Sharp Extension for the RightFax MFP Module lets you link one or more of several supported Sharp Multi-Function Products (MFPs) via your network to the RightFax server. This lets users scan documents on the Sharp MFP and transmit them as fax or e-mail messages through the RightFax server. Scanned documents can be transmitted normally to fax and e-mail destinations, or sent via certified delivery or encrypted for security using the RightFax SecureDocs Module (described in the RightFax SecureDocs Module Guide.) For information on using the Sharp MFP to scan and transmit documents via the RightFax server, see Chapter 2,
“Configuring the Repository Folder and RightFax Interface on the Sharp MFPs”.
The RightFax MFP Module Sharp Extension connects the RightFax server and Sharp MFPs using a software module called the External Document Connector (EDC). This module monitors folders on your network, called “repositories,” for Sharp documents to process and transmit. Sharp MFPs that you want to use to submit fax jobs to the RightFax server must all be configured to store scanned documents in the same network folder that you configure the EDC to monitor. Refer to your Sharp documentation for instructions on setting this folder location.
To create an interface for users on the Sharp device, you must create a Metadata dialog on the Sharp using the browser-based software installed on the Sharp device. This Metadata dialog
includes data entry fields such as destination fax number and user ID, and each of these fields is identified using specific key words that the RightFax server can process. When users enter transmission information in these fields, the data is packaged along with the scanned image in a way that the RightFax server can interpret and use. For information on creating a Workflow for use with RightFax, see Chapter 2, “Configuring the Repository Folder
and RightFax Interface on the Sharp MFPs”.
Using each of these components, the Sharp extension of the RightFax MFP Module lets users scan and transmit faxes by following this sequence of events:
1. Using either the Sharp MFP fax functionality or one of the
RightFax-specific templates, the user enters fax transmission information on the Sharp MFP and scans the document.
2. The Sharp MFP saves the document as an image file and then
stores the file in the repository folder on the network.
3. The External Document Connector picks up the image file from
the repository, converts it to a file format appropriate for use by the RightFax server, and then places it in the RightFax send queue for transmission.
4. The RightFax server transmits the file as a fax or e-mail message
to the destination specified by the user on the Sharp MFP.
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RightFax MFP Module 2.5 Guide for the Sharp Extension 10

RightFax Server Support and Requirements

All RightFax servers that will be used for sending faxes from Sharp devices must be version 9.0 or higher. Microsoft Internet Explorer version 6 is required on all RightFax servers.
The repository folder where outbound faxes originating from the Sharp device will be placed must be configured as an FTP site on an IIS server on your network. Before you begin, ensure that the FTP component is installed on the IIS server you want to use. You should also add a subfolder called Sharp under the \Inetpub\ftproot folder on the IIS server. This will be used as the repository folder.
If you are upgrading from an earlier version of the External Document Connector
Installing the RightFax MFP Module will overwrite all earlier versions of the RightFax External Document Connector (EDC) for Sharp extensions, discarding any existing configuration settings. Captaris strongly recommends that you write down or take screenshots of the existing configuration settings before installing the RightFax MFP Module. Many of these settings will be reused with the RightFax MFP module and information about your existing EDC settings will simplify the process of configuring the new module.

Sharp MFP Support and Requirements

The RightFax MFP Module supports the following Sharp models:
AR-M350NAR-M450NAR-M550NAR-M620NAR-M700N
Important Your Sharp device includes configuration software can be
accessed via a Web browser. To access this software, you must know the IP address of the Sharp device. If you have not already set up the Sharp device so that this software is accessible you should do so now.

Install the RightFax MFP Module

To install the RightFax MFP Module, you must complete the following steps:
1. Download the RightFax MFP Module (described on page 11)
2. Run the RightFax MFP Module installation (described on
page 11)
The MFP Module installation program copies the module’s files to the RightFax server and lets you configure some of the settings required to integrate RightFax with your Sharp MFPs.
Important information about installations and upgrades
Do not re-run this installation if you have already installed this version of the MFP Module or if you have installed any other RightFax products which use the same installation architecture as this product. Doing so will detect the existing installation and offer the options Repair and Uninstall. Selecting Repair will cause any existing configuration settings to be overwritten with default settings. If you have already installed this product or any of the
other RightFax MFP Module 2.5 products, reinstallation is not necessary. Instead, you only need to contact Captaris Support to activate the Connector.
If you are running a new install, you should proceed with the installation instructions in the next section. However, if you are upgrading
program may cause all jobs that are currently in the queue to be lost. Follow these steps for all installed EDC modules when upgrading from 2.0 to 2.5 to avoid losing any pending jobs in the External Document Connector:
1.
On the RightFax server, select Start > All Programs >
from version 2.0 to version 2.5, running the installation
RightFax EDC Monitor to open the EDC Monitor application.
2. Select Tools > Advanced EDC Configuration to open the
Captaris EDC Configuration dialog box.
Downloading the RightFax MFP Module
Note Although the RightFax MFP module can be downloaded freely, it
does require that a valid software license be purchased before the software can be enabled by a Captaris Support representative. For information on purchasing a software license for the RightFax MFP Module, please contact your Captaris salesperson or RightFax product retailer.
The RightFax MFP Module is downloaded from the Captaris Web site and must be installed directly on each RightFax server that will support extension to your Sharp MFPs. For this reason, you should either download the installation file directly to your RightFax server(s) or to a location on your network that is accessible by all RightFax servers on which it will be run.
3. Click the Sources tab.
4. Double-click the module that you want to stop.
5.
Select the option Pause scanning for new jobs.
6. Click OK to save the changes and exit back to the EDC Monitor.
7. Monitor the DataFlow pane in the EDC Monitor. When the job
count for the Begin and End FlowPoints is equal, there are no more pending jobs and you can begin the upgrade installation (described in the next section).
After the new version is installed, the modules will all be reset so that they process jobs.
Running the RightFax MFP Module installation
The MFP Module installation program includes a configuration wizard which lets you license and configure the Sharp MFP module as part of the software installation. The RightFax MFP Module must be installed directly on each RightFax server that will support extension to your Sharp MFPs. Before installing the RightFax MFP module, ensure that the most recent Service Pack has been applied to your RightFax server.
To install the RightFax MFP Module
The RightFax MFP Module installation software is downloaded
1.
as a ZIP file that contains one executable file called Setup.exe. Extract Setup.exe directly to your RightFax server(s) or to a location on your network that is accessible by all RightFax servers on which it will be run.
2. Run Setup.exe. This opens the RightFax MFP Module
installation wizard.
Chapter 1 Installing the RightFax MFP Module 11
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