Sharp Version 2.5 manual

Ve r s i o n 2 . 5 MF P M o d u l e G u i d e f o r t h e Shar p Ex tens ion[...]

Editi on Inf o rmat ion in thi s doc ume nt app li es to v ers io n 2.5 of the Rig htF ax MF P Mod ule Guid e fo r the Sh arp E xte nsi on. T rade marks Cap tari s an d Rig htF ax ar e tr ade mar ks of Ca ptar is , In c. Al l ot her c ompa ny name s, bran d na mes , and pro duct nam es ar e th e pr ope rty an d/or trad emarks of their resp ective c[...]

iii END USER LI CENSE AG REEMENT for Exter nal Document Connector Modules I M PO RT ANT – READ CAR E FU LL Y: T hi s End Use r Lice nse Agr eement (“ E U LA ”) is a legal ag reeme nt between you (eit her an ind ivid ual or a sing le ent ity) an d Captari s, Inc. ( “Captaris” ) for the Captaris Ex ternal D ocument Connect or software modul[...]

RightFax MFP Module 2.5 Guide for the Sharp Extension iv d. rever se en ginee r , dec ompile , disassemb le or att empt to discov er the sou rce code f or or an y trade secre ts re lated to the Pr oduct, exce pt and on ly to the ex tent that s uch acti vity is e xpr essly p ermit ted by app licabl e law notwit hstanding thi s limitation ; e. a dapt[...]

Ca ptari s Inc . Sof tw are Lic ense Ag reem en t v O T H E RWISE U N DER OR I N CO N NECTI ON W I TH TH IS EU LA OR THE PRO DUC T , WH E THE R BA SED ON CONT RA CT , T ORT (INCL U DING N E G L I G E N C E ) , S T R I CT L IA B I L I T Y O R O TH E R T H E O RY E V E N I F C A P T A R I S HA S BE E N A D VISED OF THE POSSI BI L IT Y OF SUCH DA MA G[...]

RightFax MFP Module 2.5 Guide for the Sharp Extension vi[...]

vii Ch ap te r 1 In st all ing th e Rig htF ax M F P Mod ul e . .. ..... .. ..... ... .... ... .. ..... 9 Overv iew of th e Right Fax M FP Module ... ..... .. .... .. ..... .... .. .... .. ..... . 9 Right Fax Serv er Supp ort and Req uireme nts ... .... .. ..... .. .... .... ... 1 0 Sharp M FP Support and Req uire ments .... ..... .. .... .. ..... [...]

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9 Chapter 1 I nstalling the RightF ax MFP M odule Overview of the RightF ax M FP Module Th e Sharp Ex tension f or the RightFa x M F P Module l ets you link one or mor e of several supp orted Sha rp Mult i-Functi on P roducts (M FPs) via your netwo rk to the R ightFax server . Th is lets use rs scan documents on the Sharp M FP and t r ansmit the m [...]

RightFax MFP Module 2.5 Guide for the Sharp Extension 10 Right F ax Server Sup port and Requi rements A ll RightF ax se rvers t hat will b e used fo r sen ding f axes fro m Shar p devices must be ver sion 9 .0 or hig her . M icroso ft Int ernet E xplorer v ersion 6 is requ ired on all Rig htFax se rvers . The r epos itory fo lder wher e outbou nd f[...]

Chapter 1 Instal ling the RightF ax MFP Modul e 11 othe r RightF ax M F P Mod ule 2.5 p rod ucts, reins t allati on is not necessar y. In stead, you o nly need to contact Captaris S upport to acti vate th e Connect or . If yo u are runni ng a new ins tall, you shoul d pro ceed with t he inst allatio n instr uction s in the next se ction. H oweve r [...]

RightFax MFP Module 2.5 Guide for the Sharp Extension 12 3. Click Next on the op ening screen. Th is ope ns the Ri ghtFax M FP Module l icense agreement. Y ou must select the option to accept the li cense agr eement in o rder to cont inue th e inst a llatio n. Click Next . 4. Click Install t o begin t he instal lation. If , duri ng the instal latio[...]

Chapter 1 Instal ling the RightF ax MFP Modul e 13 If yo u want to use the de fault Righ tFax use r I D “W ALKU P , ” you mus t create this use r I D in Rig htFax using Ente rpri se Fax Manag er . Al ternati vely , you can set t he De fault Us er Name fiel d to the name o f an existi ng Ri ghtFax user I D. Reg ardless of the user I D you speci [...]

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15 Chapter 2 Con fig uring the R e posi tor y F o lde r and RightF ax I nterface on the S harp MFP s Sha rp M F Ps must b e con figured in two w ay s befor e they w ill be abl e to communi cate wi th the Ri ghtFax server us ing th e Right Fax M F P Modul e. Y ou must co nfigu re the re posit ory fo lder where the Sha rp device will st ore outbo und[...]

RightFax MFP Module 2.5 Guide for the Sharp Extension 16 T o cr eat e t he Sh arp r epo si to ry f old er 1. On the I IS serv er , cr eate a new folde r call ed Sharp under I ne tpu bf tpro ot. 2. Se le c t St art > P rograms > Administrative Tools > II S Man age r . T his run s the I I S Man ager appl i c ation. 3. Expa n d FTP Sit es i[...]

Chapter 2 Config uring the Repos itory Fo lder and Righ tFax In terfa ce on the S harp MF Ps 17 7. In the Pa sswo rd fi eld, type a password fo r the specifi ed FTP user if applic able. 8. In the Direct ory field, type Sharp ( this i s the re posit ory folder you created under th e Ine tpubf tproot f older on the IIS s erver) . 9. Set Def ault F[...]

RightFax MFP Module 2.5 Guide for the Sharp Extension 18 6. T o add a prompt (a data entry field) , you must enter a spe cific R ight F ax ke yw or d in t he Metadata Field and the actual text that will b e displ ayed on t he Shar p devi ce in t he Disp lay Name field . The follo wing t abl e lists a ll of th e promp ts tha t you ca n add to the fo[...]

Chapter 2 Config uring the Repos itory Fo lder and Righ tFax In terfa ce on the S harp MF Ps 19 Righ tFax pho nebook g roups are st ored for eac h indi vidual R ightFax user ID and can be viewed usi ng the FaxUti l cli ent. T o vie w a list of phone book entr ies for a use r , run FaxUtil as that use r and sel ect Tool s > Ph on eboo k . Th is o[...]

RightFax MFP Module 2.5 Guide for the Sharp Extension 20 7. Click th e Des t ina ti o n tab . Figu re 2.3 Setting C ertified De livery as the defa ult send meth od 8. Select th e opti on Certified Delivery . Tip S electing t he Fo rce S end T ype option on this di alog box will pre ve nt ot her ty pes o f doc ume nt tra nsmis sio n fro m func tion [...]

21 Chapter 3 A dvanced C onfiguration Settings in the Sharp DataF lo w Th e RightF ax M FP Modul e inc ludes a soft ware componen t called the E xternal Do cument Co nnector w hic h is d esigned to act as a commun ication link bet ween Rig htFax se rvers and se veral suppo rted type s of docu ment-based har dware and soft ware syste ms. All of t he[...]

RightFax MFP Module 2.5 Guide for the Sharp Extension 22 Fol low t hese steps t o confi gure th e Sharp MF P Module: 1. On the Ri ghtFax ser ver , select Start > All Programs > Rig ht Fax ED C Mon i to r to op en the EDC Mon itor ap pl ication. If the Sharp M FP module has b een add ed correctl y and the services are r unning, then Sha rp_ Re[...]

Chapter 3 Advanced Configurat ion Settings in the Sharp DataFlow 23 In the Va lue field, ty pe or browse to the path to the Shar p reposi tory f older on the I IS compu ter on your network . Y ou may speci fy eith er a U N C path o r a fol der name on a mapped or local d rive. Click OK to retur n to the Shar p Modu le C onf ig urati on di al og box[...]

RightFax MFP Module 2.5 Guide for the Sharp Extension 24 8. Se le c t DefaultT oName a nd click Ed it . T hi s opens th e Editing Macr o Def aul tT oNa me di alo g b o x. Figu re 3.6 Entering the defa ult destination r ecipient na me In the Val ue fie ld, en ter a n am e tha t will b e use d a s the name of the int ended r ecipien t on the fax cove[...]

Chapter 3 Advanced Configurat ion Settings in the Sharp DataFlow 25 In the Va lue field, select Em ail a no tif ic a tio n b ac k to th e se nder if you want a tr an smission status message to be automat ical ly e-maile d to the sender eac h time a docume nt is se nt . I f y ou d o n o t w a n t a s t a tus m e ss ag e to b e e -ma il ed t o t he s[...]

RightFax MFP Module 2.5 Guide for the Sharp Extension 26 Conf iguring the Sharp_M FP Flo wP oints The S harp_M FP DataFlow c ont a ins 18 num bered Fl owP oints specific to t he Sharp Ext ension . Additio nal “ B e gin” and “E nd” FlowP oints, gener ic to al l DataFlows, are al so in cluded makin g a to t a l of 2 0 Fl ow Poi nt s. T o open[...]

Chapter 3 Advanced Configurat ion Settings in the Sharp DataFlow 27 Sending D elivery No tifications A notifi cati on message about e ach transmissi on can be provi ded to the us er either as a p rintout or as an e-mail message. Setting up print notifications W hen yo u first conf igured t he Shar p_M F P DataFl ow , you had t he optio n to enable [...]

RightFax MFP Module 2.5 Guide for the Sharp Extension 28 T o conf igur e Port 9100 pri nt ing in th e E DC 1. On the Ri ghtFax ser ver , select Start > All Programs > Rig ht Fax ED C Mon i to r to op en the EDC Mon itor ap pl ication. 2. Se le c t To ols > A dv anc ed E DC C o nfigu ra tion to op en the C apt ar is EDC Configuration dial o[...]

Chapter 3 Advanced Configurat ion Settings in the Sharp DataFlow 29 6. Click Conf igu re Pr oces sor . Thi s op en s t he E ma i l Flow Point Settings dia log b ox. Fig ure 3 .15 Conf ig ur ing e -ma il no ti fica tion opt ion s 7. Optio ns on the Server tab contain macro da t a th at uses the info rmati on specifi c to t he use r that i s recei vi[...]

RightFax MFP Module 2.5 Guide for the Sharp Extension 30 The k eywords and data are n ot case-sen sitive. T o enter a string of key word s and data, type a s emic ol on be twe en ea c h key wor d an d value pa ir . The se micolo n acts as a log ical OR statement, so do cume nts tha t meet an y one of y our key word cr iteria w ill be filt ered. T o[...]

App endix A Un derst and ing th e Ex terna l D ocumen t C onne ctor 31 Appendix A U nderst anding the Exter nal Document Con nector Overview of the External Document Connector Th e Exte rnal Do cument Co nnector ( E DC) is a mod ule for the RightFax server th at monitor s the M FP repo sitory f older for docum ents to p rocess and tr ansmi t. Th e [...]

RightFax MFP Module 2.5 Guide for the Sharp Extension 32 req uired by th e Flow P oin ts are listed, a nd the s epar at e inst ance s of each p rocessor are li sted in t he botto m right p ane. C urrent status info rmatio n is disp layed f or all obje cts lis ted in the E D C Mo nitor. The fo llo wing table defi nes eac h of t he status co lumns in[...]

App endix A Un derst and ing th e Ex terna l D ocumen t C onne ctor 33 A dding and removi ng proc esso rs Y ou can run a maxi mum of 1 6 of eac h ty pe of p rocessor . Proc essors can be r un on the s ame comp uter tha t ru ns the Exter nal Documen t Connect or ( the Rig htFax ser ver) or on re mote compu ters to tak e advantage of the additi onal [...]

RightFax MFP Module 2.5 Guide for the Sharp Extension 34 1. Run the E DC Monitor and select Tool s > A dvanc ed EDC C onfiguration to open the Captaris EDC Configuration dial og bo x. 2. Click th e Sy s te m butto n. Thi s opens the EDC System Settin gs dial og box . Figu re 3.20 S pecifying the remo te pat hs that le t yo u ad d proc esses t o [...]

35 A add processors 33-3 4 C c onf ig ur e Flo wPoi nts 26 -2 7 Sh arp M PF modu le 21 -25 D downloadin g the M FP Module 11 E ED C ad ding proc esso rs 33-3 4 ED C M o ni t or 31- 3 4 moni toring servic es 32 remo ving servi ces 34 ED C M o ni t or runn ing 31 stat us field s over vie w 32 Exter nal Documen t Connec tor See EDC F F low P oint s , [...]

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