eCopy Connector for Fax via Microsoft Exchange

The eCopy Connector for Fax via Microsoft Exchange enables users to scan and fax documents from an eCopy-enabled device through an email-to-fax gateway on the Microsoft Exchange server. To use this connector, you must have a network fax server and the appropriate Exchange server plug-in.

The recipient’s fax number is included in the To field (on the ShareScan Client) in the format required by the fax server. The server plug-in recognizes the recipient address as a fax number and hands the request off to the network fax server for delivery as a fax.

While ShareScan always uses the ShareScan user account information to log on to the Exchange server and retrieve the Global Address List, it sends scanned documents from this account only if the Login As authentication option is selected.

To be able to use this connector with the Email and folder watching service, you need to create a profile in such a way that it does not require user interaction (express). To ensure that your connector profile is such:

In the Protocols tab / Credentials group set the value of Authentication to Login as and supply the required credentials.
In the Sending options tab set Display options to Express to Default recipients.

About Exchange Environment connection protocols

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.

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 Configure connector profile.

Exchange Profile Wizard settings

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:

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.

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.

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.

Configure fax format.
Review Summary.

Protocol selector

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.

Protocol properties

The Protocol properties tab varies based on the selected protocol.

LDAP settings

Field Name	Description
Locate server at runtime	Click the Find button to locate the LDAP server during runtime.
Always use the following server	Specify the LDAP server manually.
Server requires SSL	Check if the server requires SSL connection. The default SSL port is 636.
LDAP port	Enter the port number to be used. The default is 389.
Credential type	Select the credential type: Use the default credential: specified on the Protocol selector tab. Connect anonymously Use User defined credential: Specify the user DN and the password manually.
User DN	Only valid if Use User defined credential is specified.
Password	Only valid if Use User defined credential is specified.
LDAP search	Allows you to specify the attributes of the LDAP searches. The available settings are: Base DN: Determines the LDAP search starts when typing in the LDAP authentication form or the Send form. Empty base DN prompts an error. Search scope: Can be set to All levels below starting point or One level below starting point. Search on: Allows defining the attributes to be searched on. Max results: Sets the amount of results returned. The default value is 200.
Testing the connection	Clicking the Test button tests the connector with the current settings.

WebDAV settings

Field Name	Description
Exchange server	The name or IP address of the Exchange server.
Login URL	Specifies the ending of the Exchange WebDav URL used for the user login. It is set to “Exchange” by default for Exchange 2003 servers and “owa” for Exchange 2007 servers. The edit field has a tooltip, which always shows the full Login URL, based on the current WebDav settings.
Defaults	Press this button to update the following fields of the dialog window with the default settings for Exchange 2003 or 2007 server: Login URL, Form based authentication URL, Mail box URL, Enable mail box URL discovery. Pressing the arrow on the right to switch between “Exchange 2003” and “Exchange 2007”.
Server requires SSL for communication	When checked, all WebDAV communications with the Exchange store occur over HTTPS instead of HTTP.
Server uses nonstandard port	Allows the administrator to specify a nonstandard port for all WebDAV communication.
Server uses forms-based authentication	Check this box when the Exchange server is configured to use Forms Based Authentication (FBA). When FBA is configured on the Exchange server Outlook Web Access (OWA) presents users with a web page to enter credentials when instead of a dialog box.
Forms-based authentication URL	Specifies the ending of the Exchange WebDav URL used for the form-based authentication. It is set to exchweb/bin/auth/owaauth.dll by default for Exchange 2003 servers, and owa/auth/owaauth.dll for Exchange 2007 servers. The edit field has a tooltip, which always shows the full FBA URL, based on the current WebDav settings.
Mailbox URL	This setting is used if the mailbox URL could not be discovered by the connector. The connector composes the mail box URL based on the available information. You have the following choices: Default for Exchange 2003This setting means that the mailbox URL is composed in the default way for Exchange 2003 servers (the Login URL followed by a slash and the exchange username). For example, if Login URL is http://server/Exchange, username is testuser, the composed mail box URL is http://server/Exchange/testuser. Default for Exchange 2007This setting means that the mailbox URL is composed in the default way for Exchange 2007 servers,(the Login URL followed by a slash, the exchange username and then the @ sign, followed by the domain). For example, if Login URL is http://server/Exchange, username is testuser, domain is testdomain and then the composed mail box URL is http://server/Exchange/testuser@testdomain/. Root URL, assuming redirectThis setting means that the mailbox URL does not have to be composed, but simply the Login URL has to be used, as the Exchange server always redirects to the correct page. This works with Exchange 2007.
Use UPN Format for user credentials	This enables the connector to pass credentials in the User Principal Name format (user@domain.com) instead of the Domain\Username format. Some frontend servers can be configured to accept credentials only in the UPN format.
Enter the domain names that the user can select at the device	This option allows the user to specify a set of domains to be displayed to the user to pick from, as WebDAV/OWA queries do not return the Domain name for the users.
Testing the connection	Clicking the Test button tests the connector with the current settings.

Web Services

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.

General 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.

Sending options

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 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.

Fax format settings

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()+-

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()+-

Exchange connector profile settings

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

Exchange Connector properties

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.

Local address book

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.

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