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eCopy Connector for Scan to File

Scan to File enables users to scan documents and deliver them to predetermined network locations, Web locations, or to an SMTP server, with minimal data entry requirements. It is ideally suited to environments where large numbers of documents must be scanned quickly into automated or manual workflows.

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:

  1. Disable subfolder navigation (in the Edit dialog box, clear the Enable subfolder navigation check box).
  2. Set the value of Authenticate User to None, or Logon as (and specify the credentials).
  3. Ensure that your turn off the User Modify parameter (clear the check box) in the File name filed editor window.
  4. Ensure that the Encryption connector setting has the User Modify parameter set to No (clear the Yes check box).

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

Destination settings

Field/Button

Description

New

Adds a new destination.

Edit

Edits an existing destination

Copy

Copies the selected destination.

Remove

Removes the selected destination.

Move up

Moves the selected destination up in the list.

Move down

Moves the selected destination down in the list.
Generic destination settings

Field/Button

Description

Name

The name of the destination.

Type

The type of the destination. The following destination types are available:

  • Windows folder
  • Novell Netware folder
  • FTP folder
  • Secure FTP
  • WebDAV folder
  • SMTP Message
Folder location settings

Field/Button

Description

Folder location

Destination information for the scanned documents.

  • For Windows or Novell folders, click the ... button and browse for an existing folder or create a new folder and select it.
  • For an FTP folder, enter the FTP location, such as “ftp://ftp01/scans”.
  • For a WebDAV folder, specify the root URL to a WebDAV folder, starting with either http:// or https://.

Note that Quick Connect does not support long UNC paths, thus full path names are limited to 260 characters,

Secure connection (FTPS explicit)

Check this box to enable a secure connection. Only available for FTP folders.

Enable subfolder navigation

Enables users to select a subfolder at the device.

Maximum folder level

The number of sub-folder levels users may navigate. The default is 3.
Authentication settings

Field/Button

Description

Authenticate user

The options are:

  • None: Sends scanned documents to the destination without requiring user authentication. The Manager requires write access to the destination.
  • Logon As: All documents scanned and stored to this destination use the credentials that you enter in the User name and Password fields. The user is not required to log on at the device. Specify the domain/tree, user ID, and password to use for authentication. The specified account requires write access to the destination.
  • Runtime: During each session at the device, prompts the user to provide logon credentials before storing the file. You specify the domain/tree to use for authentication.

User ID

All Authentication types require a user name and password if Logon As is selected as the user authentication method.

Password

Specifies the password for the Logon as user.

Domain

Select either Logon as or RunTime authentication mode to enable this combo box.

  • In Logon as mode, the combo box must specify the domain name for the Logon-as-user.
  • In RunTime mode, the combo box specifies the default domain name which is initially displayed on the Logon form but this is optional.
SMTP message destination settings

Field/Button

Description

Name

Specifies the SMTP server via name or IP address.

Port

Specifies the port number used. The default is 25.

Account

Sets the account to be used for authentication. The following options are available:

  • Generic account and None Authentication
  • Personal account - Windows Authentication
  • Personal account - Netware Authentication
  • Personal account - LDAP Authentication

Reply To:

Specifies the sender's email address. Available only for Generic account None Authentication.

Domain

Specifies the domain name used as initial value on the Logon form. Available only for Personal account - Windows Authentication.

Tree

Specifies the tree name used as initial value on the Logon form. Available only for Personal account - Netware Authentication.

LDAP settings

Displays the LDAP server settings dialog. Available only for Personal account - LDAP Authentication.

Cc sender:

Checking this box sends a copy of each message to the sender.

To listbox

Use the Add button to add the SMTP addresses of the recipients.

Subject

Set the subject of the message.

File name tab

Field/Button

Description

New

Adds a new entry via the File name field editor.

Edit

Edits an existing entry via the File name field editor.

Remove

Removes the selected entry from the list view.

Move up

Moves the selected entry up in the list view.

Move down

Moves the selected entry down in the list view.

Use Document service's file name

Checks published file name by a document service. If the file name is published, the connector uses the published name as an output file name instead of the File naming form and constructing the file name according to file naming rule.

If file name already exists:

Set the method for resolving file name conflicts:

  • Create unique file name (.1,.2, and so on): The connector creates a unique file name by appending a rolling number with a dot separator.
  • Overwrite always: Overwrite the existing file with the scanned document.
  • Return error: Show an error message at the device. The User has to specify a different name at the device or cancel the current job.
File name field editor

Field Type

Description

Name

Specifies a unique file name field name. Not case sensitive.

Type

Specifies a type of field. Type-dependent settings change according to the field. For more information, see the Field types table below.

  • Alphanumeric
  • Numeric
  • Date
  • Time
  • List
  • Batch-based index value
  • Batch Number
  • Separator
  • Device Name
  • Logged on user
Field types

Field Type

Description

Alphanumeric

Inserts text into the file name. The text can contain any printable characters except those that are restricted from Windows file naming conventions or any characters that you define as separators.

  • Minimum/maximum length: The minimum and maximum number of characters allowed.
  • Remember: The number of previous entries to display when the user is prompted for the naming information. If set to zero, no previous values appear in the drop-down list.

Batch number

Inserts the current batch number into the file name.

  • Leading zeroes: Pads all values with leading zeroes to make their length equal to the maximum field size. For example, if you specify "3" in the Length field and you enable leading zeroes, batches are numbered “001”, “002”, … , “010”, “011”, … , “100”, “101”, … , “999”. If you do not enable leading zeroes, batches are numbered "1", "2", and so on.
  • Length: The maximum number of digits allowed for the batch number, including leading zeroes.

Batch-based index value

You can only use batch-based index values if you have the eCopyBarcode Recognition Service. Batch-based indexing enables you to create index files with separate barcode values for each batch.

Date

Inserts the date on which the document was scanned into the file name.

Format: The format in which you want the date to appear in the file name.

Device name

The name of the device from which the document is scanned.

No additional settings.

Numeric

Inserts numeric characters into the file name.

  • Default: Only numeric characters can be entered in this field.
  • Field Size: The minimum and maximum number of digits allowed.
  • Leading zeroes: Pads all values with leading zeroes to make their length equal to the maximum field size.
  • Remember: The number of previous entries to display when the user is prompted for the naming information. If set to zero, no previous values appear in the drop-down list.

Separator

Character: The character that you want to use to separate the fields in the file name. The character that you select cannot be used in any other file name field.

List

Enables you to create a list of values from which the user can select a single value at the device.

If you select the Required option, the user at the device must select a value from the list. If you do not select this option, the user at the device can leave the field blank. If you select the Required option and do not select the User modify option, you must set one of the list items as the default value.

Time

Inserts the time at which the document was scanned into the file name.

Format: The format in which you want the time to appear in the file name.