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Configuring connectors

After installing and activating a connector, it must be configured for use. The instructions below provide a general guideline for configuring the various connector profiles:

1. In the Administration Console, select the Connectors tab. The Configure connectors pane displays a list of the installed connectors.

Important!

In case you want to use the Scriptable Connector, select the Workflows tab to open the Scriptable Workflows pane. For detailed configuration steps refer to the Scriptable Connector section.

2. Select the connector name. The Configure connector and the Settings panes open.
3. To create a new profile, click Save current profile as, enter a name for the profile, and then click Save. To modify an existing profile, select the profile name from the list.
4. Use the Settings pane to specify the following settings:
   • Display settings
   • Workflow settings
   • RapPID Input settings
   • Document settings
   • Services settings
   • Scanner settings
   • Data Publishing Mapper

   Note: 

   Each connector profile supports a unique group of settings. If a setting is not available for the connector you are configuring, it will be grayed out.

5. In the Configure Connector pane, under Destinations, click New. The New destination window opens.
6. Specify the destination settings. Each destination that you create for the profile appears in the Destinations list. When you select a destination, the settings configured for the destination and the screens that will be visible to the user at the device appear in the Summary list.
7. Click the Save current profile button. The system saves your settings as part of the connector profile.

Configuring Express connector profiles (optional)

An Express connector profile allows you to control the number of screens that the user sees at the device. The profile that you create in the following procedure allows the user to scan and store the document by simply pressing the button on the Home screen. You can customize the profile so that the user sees as many or as few screens as you want.

Connectors must be in express mode if you want to use them together with the Email and Folder Watching service.

Check the relevant Help sections on how to prepare such a configuration for the supported connectors / services:

Connectors:

Scriptable

EMC Documentum

eDOCS

Exchange Mail

Fax via Exchange

Fax via SMTP

Open Text Content Server

Quick Connect

Right Fax

Scan to File

Scan to Printer

SharePoint

SMTP via LDAP

Worksite

Services and Extenders:

Database Lookup Extender

Forms Processing Extender

Image Control

Defining a scanning destination (optional)

Defining a scanning destination enables you to control how the connector behaves during the Authenticate, Navigate, and Index phases at the device.

You must define at least one destination. If you define more than one destination, the connector will prompt the user to select one during the scanning process.

The Destinations tab displays a list of destinations that you can make available to the user on the Destinations screen at the device. The Destinations list displays the name and type of each destination. The Destinations list displays the destination name in the second column, and an icon in the first column for Express destinations. For more information on each destination, move the cursor over the destination name in the list.

Placing your cursor over a destination in the list displays information for that destination. You specify the information in the Destination window.

Selected destinations, indicated with a check mark, appear on the Destinations screen at the device.

Worksite and SharePoint connectors have specific considerations; click the links for more details.

To define a scanning destination:

1. On the Configure tab, click New. The Create a destination window opens and displays the Authentication tab.
2. Enter a Name for the new destination. This is the destination name that the user sees at the device
3. Select the relevant destination for this connector profile.
4. Specify the Authentication settings, if applicable.
5. Specify the Location settings.
6. Use the If filename already exists option to specify the connector behavior when the scanned document has the same name as another document stored in the scanning destination.
7. Click OK to save your destination settings and return to the Destinations tab.