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Use case example

This use case scenario presents a way for configuring the SMTP Mail connector of ShareScan to use Data Publishing with the values derived from the Forms Processing Extender.

  1. Start the ShareScan Administration Console.
  2. Start the Forms Processing Extender.
  3. Open the form you want to use.
  4. Create three anchors on the document, as well as zones for the To, From, Program, and Student ID fields.
  5. Save your changes.
  6. Navigate to the Data Publishing Mapper, and map the To, From, Program, and Student ID fields to the SMTP Mail connector, ensuring that the Published Keys for the respective fields are mapped to the correct connector keys: for example, Published Key To (FormsProcessingExtender.ELS) should be mapped to connector key SMTPMail_To (LDAPandSMTP.auth).
  7. Close the Data Publishing Mapper.
  8. Navigate to the Logon/SMTP tab of the Properties menu of the SMTP Mail connector profile you want to use. Set None: Send from generic e-mail address specified by Data Publishing as Authentication, select the Allow user to modify check box, and enter the default generic email and SMTP server settings you want to use. This will allow the connector to use the relevant Data Publishing values from the From field.
  9. Configure the Sending options tab of the connector to utilize the $$SUBJECT$$ (for Default Subject field) and $$NOTE$$ (for Default Note field) tokens (Student ID and Program Data Publishing keys), and select Default recipients and Data publishing from the Data publishing menu.
  10. Save the changes you made to the connector profile.
  11. Send the document through the SMTP Mail connector. The validation screen of the Forms Processing Extender will display the correct values. The From form of the connector should also automatically recognize the relevant value based on Data Publishing. The SendSend form will display the relevant, configured To, Subject and Notes values.

ShareScan allows you to implement batch-based routing and indexing in concert with Data Publishing for a number of connectors. For detailed, connector-specific steps, click Batching and routing in eCopy ShareScan.