eCopy Connector for Fax via Lotus Notes

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

The scanned document, along with sender and recipient information, is sent to the Notes server using the local Lotus Notes client.

Before faxing from a personal Lotus Notes account, you must first configure the eCopyMail pass-through database on a Domino HTTP server.

The connector provides access to the Lotus Notes address book as well as to the local Internet address book. When sending from a personal Lotus Notes account, a copy of the message is automatically delivered to the sender’s Inbox folder.

Important You must install and configure the Lotus Notes client on the computer running the ShareScan Manager before you can install the Lotus Notes e-mail or fax connector. If you install the client after installing ShareScan, you must manually add the Lotus Notes client executable to the Path environment variable.

If the Lotus Notes client installation program prompts you to choose between the Multi-User Install option and the Single User Install option, make sure that you select the Single User Install option. After the client installation program is finished, close it before configuring the connector in the Administration Console.

The recipient’s fax number is included in the To field (on the ShareScan Client) in the format required by the fax server. The Notes 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.

ShareScan typically uses the logon name specified in the Active ID file to access the Global Address List, while sending messages from the user’s personal Lotus Notes account.

For the generic connector configuration options, see Configure connector profile.

Fax format settings

Section	Field	Description
Fax address format	Cover page / No cover page	Displays the fax format that you define in the Fax Address Format window. Note that enabling the cover page via this option does not overrule the similar settings of the fax server.
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. Because fax application vendors change these formatting schemes frequently, make certain you obtain the current format.
Embedded tags	Allows for embedding tags into the fax address.

Section

Field

Description

Fax address format

Cover page / No cover page

Displays the fax format that you define in the Fax Address Format window.

Note that enabling the cover page via this option does not overrule the similar settings of the fax server.

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.

Because fax application vendors change these formatting schemes frequently, make certain you obtain the current format.

Embedded tags

Allows for embedding tags into the fax address.

Lotus Notes configuration settings

Section	Field Name	Description
ShareScan User The account used to access the Global Address List.	Active ID file	The name of the Lotus Notes ID file installed on the local computer.
	User name	The user name associated with the Active ID file.
	Password	The password associated with the Active ID file.
	Test	Validates the logon information.
Send options	Send from personal account	Sends email from a personal Lotus Notes account, rather than from the ShareScan User account. This option is available only if the Lotus Notes Address Book option is enabled (on the Address books tab). If you select this option, you must configure a Domino HTTP/HTTPS server to use the eCopyMail pass-through database and specify the Domino Server, Mail Send Port, and encryption options.
	Domino server	The name of the HTTP/HTTPS server where the eCopyMail pass-through database is installed: For HTTP: Enter the server name, IP address, or fully qualified domain name, as appropriate, for your Domino environment. For SSL/HTTPS: Enter the server name exactly as it appears in the SSL certificate. For example, if the name is “lsphere.ecopydocs.com”, enter this text in the field.
	Mail send port	The port number used to send mail (defaults are 80 for HTTP; 443 for SSL/HTTP).
	Use SSL/HTTPS	Encrypts communication with the HTTP server using SSL/HTTPS.

eCopy recommends that you create a generic Lotus Notes account for use by ShareScan.

Content settings

Field Name	Description
Subjects	Displays a list of subjects appearing in the Subjects List of the client UI Send Form. Buttons are provided to Add, Edit and Delete subjects, as well as move a selected subject up or down in the list. Use of wildcards is allowed, the supported wildcards are: $$USER_NAME$$ - Sender. $$FILENAME$$ - File name.

Field Name

Description

Subjects

Displays a list of subjects appearing in the Subjects List of the client UI Send Form. Buttons are provided to Add, Edit and Delete subjects, as well as move a selected subject up or down in the list. Use of wildcards is allowed, the supported wildcards are:

$$USER_NAME$$ - Sender.
$$FILENAME$$ - File name.

Address book

Section/Field Name	Description
Lotus Notes address book	If checked, enables the Lotus Notes address book. Use the Address book list to select a directory to be used, and the Search on list to set the search criterion.
Fax address book	If checked, enables the Fax address book. Using the Configure button, you can access additional settings for the address book: Setting database, address book, user, and search criteria Managing the address book via the Add, Delete, Import, and Export options
Search while typing	If checked, enables the functionality.

Section/Field Name

Description

Lotus Notes address book

If checked, enables the Lotus Notes address book. Use the Address book list to select a directory to be used, and the Search on list to set the search criterion.

Fax address book

If checked, enables the Fax address book. Using the Configure button, you can access additional settings for the address book:

Setting database, address book, user, and search criteria
Managing the address book via the Add, Delete, Import, and Export options

Search while typing

If checked, enables the functionality.

Express settings

Express mode allows the connector to function with a minimum of user input at the device. The subject, note, and recipient list are pre-configured on the Express tab so the user does not have to enter any of this information.

Field Name	Description
Enable	Enabling the Express function designates the profile you are creating as an Express profile.
Subject	Enter the subject to be used for messages.
Note	Enter the note you want to use.
Formatted fax email addresses	Use the Add and Delete buttons to manage the list of fax recipients.
Attach cover sheet	Send a cover sheet containing the Name, Fax number, and Note to the recipient with each faxed document. A cover sheet can only be sent with a fax if the Use Cover Sheet option is enabled in the RightFax FaxUtil client for the authenticated user (see your RightFax documentation).

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eCopy Connector for Fax via Lotus Notes

Fax format settings

Lotus Notes configuration settings

Content settings

Address book

Express settings