The connector supports six combinations of connection protocols that can be used to connect to your Exchange server, depending on your environment. The Wizard automatically selects the protocol based on the Exchange environment information that you supply.

Protocol configuration	Microsoft Outlook required?	Description	Suggested use
LDAP/WEBDAV	No	Requires that the specified Service Account has access to a Global catalog server in the forest where the ShareScan Manager is running. Requires Exchange server 2003 or later.	WEBDAV along with LDAP is recommended when your company employs lot of people, uses Exchange 2007 or earlier Exchange servers and needs simple firewall setups and communication over secured HTTPS. TCP ports 80 and 443 are supported (the latter for HTTPS communication). WEBDAV is not supported in Exchange versions above 2007, it was replaced by EWS in Exchange 2010.
WEBDAV/WEBDAV	No	Requires the front-end Exchange Server to be version 2003 or later.	WEBDAV is recommended when your company uses Exchange 2007 or earlier Exchange servers, and needs simple firewall setups and communication over HTTP/HTTPS. TCP ports 80 and 443 are supported (the latter for HTTPS communication). WEBDAV is not supported in Exchange versions above 2007, it was replaced by EWS in Exchange 2010.
LDAP/EWS	No	Requires Exchange Server 2007 with Service Pack 1 or later.	EWS along with LDAP is recommended when your company employs a number of people, uses multiple Exchange servers, and you want to take advantage of the service URL autodiscover feature (administrator do not need to reconfigure ShareScan when the Exchange infrastructure is changed). You can restrict LDAP queries with profile settings for the organizational unit which uses a particular scanning device; queries are executed faster, and result lists are considerably shorter. Our LDAP protocol implementation autodetects the Global Catalog server, and supports SSL communication as well. EWS also supports cross domain setups, so can be used when ShareScan and the target Exchange server exist within separate domains.
EWS/EWS	No	Requires Exchange Server 2007 with Service Pack 1 or later.	Recommended when the ShareScan Manager works outside of Active Directory domains (can be used within the domain as well), and simple firewall setup is a requirement. Also the best choice when your Exchange server is hosted in a Datacenter, and you want to access that via HTTPS. EWS (Exchange Web Services) is based on SOAP/HTTPS, which transfers request and responses via TCP 443 port. EWS supports service URL autodiscovery, making it advantageous in environments where service endpoints change frequently. Limitations: supported versions are Exchange 2007 SP1 and above; Search while typing during login has limited functionality. Extras: Users can save new contacts into their Personal Contacts folder.

 

Notes: 

When Microsoft Outlook is required, you must install it on the same computer as the ShareScan Manager so that the two applications can share common DLLs.

You must configure it as the default mail package. You must configure Microsoft Outlook 2000 to work with your Exchange server prior to using the ScanStation Client. eCopy also recommends that you configure Microsoft Outlook 2002, 2003, 2007, and 2010 to work with the Exchange server.

For the generic connector configuration options, click here.

The Profile wizard helps the administrator to setup a basic protocol composite containing one or two protocols. The additional settings are set up with their defaults; any further tuning of the setting can be done by editing Properties.

Configuring via the Wizard follows the steps below:

1. Select protocol composite

   Field Name	Description
   Protocol	Select the protocol combination to be used.
   User name	Enter the user name.
   Password	Enter the password.
   Domain	Enter the selected domain name.
   Authentication	Select the type of authentication to be used.
   Search user names	Turn the Search while typing function on or off.

2. Configure selected composite

   The components of this page differ according to the selected protocol combination.

   Field Name	Description
   LDAP settings	The following options can be set via the LDAP settings page: Locate server at runtime: allows you to select an LDAP server during runtime. Always use the following server: allows you to set an LDAP server to be used. LDAP port: set the LDAP port here. The default port number is 389. Server requires SSL: check this to enable SSL connection.
   Exchange Web Services settings	The following option can be set via the Exchange Web Services settings: Use the following service URL: allows you to enter a predefined service URL
   WebDAV settings	The following options can be set via the WebDAV settings page:  Exchange server: The name or IP address of the Exchange server. Server requires SSL for communication: communication with Exchange occurs via secure connection. Use UPN Format for User Credentials (user@example.com): Uses UPN format for credentials instead of domain/username format. Server uses forms-based authentication: Check this box when the Exchange server is configured to use Forms Based Authentication.

3. Configure fax format.
4. Review Summary.

Select the protocol combination to be used via this tab.

Field Name	Description
Protocol	Select the protocol composition you want to use.
User name	Enter the user name to be used.
Password	Enter the password to be used.
Domain	Enter the domain to be used.
Authentication	Select the authentication type: Runtime: the client user is required to log on at the beginning of the workflow. Login As: the provided credential is used for login at client side.
Search user names	Setting this combo box controls how the client side Authentication form manages the logon information: Search while typing: The list of user names is queried as the user enters characters into the User name text box. Search on demand: The query for the user names based on the entered few characters runs when the button with magnifier is pressed. Disable search: The user is expected to enter the full user name, password and domain at client side. The Global Address book provider runs the query for the hints. The method of searching depends on the provider.
Testing the connection	Clicking the Test button tests the connector with the current settings.

The Protocol properties tab varies based on the selected protocol.

 

Field Name	Description
Use the following service URL	Enter a valid full URL.
Use Exchange Online with modern authentication	Select this setting to use Exchange Online web service with modern authentication. When selected, specify the username on the Protocols tab in the DOMAIN\username format.
Autodiscover Service URL with usage of the email address below	Enter an email address to be used during the Autodiscovery process.
Redirection during discovery to these servers is allowed	Enter the URLs to which redirection is allowed.
Use EWS Impersonation	If checked, you can specify an account to be used for sending faxes when using this connector. This option is highly recommended when using Bypass Session Logon (no authentication) along with Cost Recovery or ID Services. The EWS Impersonation allows users to simply swipe their card when on the Session Logon screen, and the credentials entered under this option are used. Note that this function is only supported when using EWS protocol.
Testing the connection	Clicking the Test button tests the connector with the current settings.

Allows you to set the generic settings of the Exchange connector.

Field Name	Description
Search recipients while typing	If checked, the hints appear at the client Send form as the user starts entering the recipient. If unchecked, the hints appear when the user presses the Search button next to the To or Cc field.
Enable user to manually enter fax number	The client is allowed to type the fax numbers manually.
Add message to Sent Items folder	If this feature is enabled, the message sent successfully is copied to the named folder.

This dialog tab provides control for the administrator over the default content of the mail – recipients, subject and note – and allows setting the express mode client workflow.

Field Name	Description
Display options	Manages the client side workflow. Display form Express to default recipients
Enable cover sheet	Enables the fax cover sheet.
Default cover sheet	Allows you to set the following cover sheet options: Default Subject Default Note: use the Manage Content button to specify a default note.
Default recipients	Allows you to manage the list of default recipients. The Add button allows you to add new members to the list, the Edit button allows you to modify the properties of the selected recipient, and the Remove button removes the selected recipient from the list. You can use the dropdown list to configure the data publishing behavior, selecting from the following options: None: Default recipients Data publishing Default recipients and Data publishing For a practical example of configuring the Data Publishing with a connector, click here.

All settings in this table apply only to the eCopy Connector for Fax via Microsoft Exchange.

Section	Field Name	Description
Fax address format	Cover page / No cover page	Displays the fax format that you define in the Fax address format window.
	Format	Opens the Fax Address Format window where you define the fax address format required by your fax server application or Internet fax service. Refer to the documentation for your fax application to obtain the correct format for the fax address. Since fax application vendors change these formatting schemes frequently, make certain you obtain the current format.
Valid characters in FAX number		The administrator can specify the valid characters accepted by the FAX server. The user is notified if invalid characters are entered on the client form. The defaults are: 01234567890()+-

The Edit Profile window enables administrators who are more familiar with Exchange server environments to fine-tune the settings without relying on the Wizard. eCopy recommends that you use the Wizard to initially configure a connector profile. You can set the following:

• Protocol to be used
• Protocol properties
• Generic settings
• Sending options
• Fax format

The Properties window enables administrators who are more familiar with Exchange server environments to fine-tune the settings without relying on the Wizard. eCopy recommends that you use the Wizard to initially configure a connector profile. The Properties settings that are available depend on the connection protocols supported by your environment.

The Local address book tab enables you to configure the local address books that store Internet email addresses entered at the device, addresses that are not in the Global address list or in the Contacts folder. For information about creating and configuring address books, see Configuring support for Local address books.

When you select the Enable user to manually enter addresses when sending email option on the General settings tab and you enable the Internet address book option on the Local address book tab, the system displays a Save recipient form, where you can save the email address. Saving the email address is not required; you can send the message without that.