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eCopy ShareScan 4.2Installation and Setup Guidefor TWAIN- and ISIS -compatible scannersPart Number: 73-00272-1 (01/2008)

Licensing, Copyright, and Trademark InformationThe information in this document is subject to change and does not represent a commitment onthe part of eCopy, Inc. The software described in this document is furnished under a licenseagreement. The software may be used or copied only in accordance with the terms of theagreement. It is against the law to copy the software on any medium except as specified in thelicense agreement. No part of this document may be reproduced, transmitted in any form or byany means, electronic or mechanical, including photocopying, recording, or information storageand retrieval systems, or translated into any language for any purpose other than the purchaser’spersonal use, without the written permission of eCopy, Inc. 1992 - 2008 eCopy, Inc.eCopy, the eCopy logo, eCopyFax, the Simplify logo, the MailRoom logo, eCopy ShareScan,eCopy ScanStation, eCopy Desktop, eCopy Quick Connect, eCopy Xpert Compression, UniDoc,SpeedFax, and SpeedPrint are trademarks of eCopy, Inc. ShareScan, Simplify, and MailRoom areregistered trademarks of eCopy, Inc.Captaris and RightFax are trademarks of Captaris, Inc.IBM, Lotus, and Lotus Notes are trademarks and/or registered trademarks of LotusDevelopment Corporation and/or IBM Corporation in the United States, other countries orboth.Intel and Pentium are registered trademarks of Intel Corporation.ISIS is a registered trademark of EMC Corporation.Microsoft, Windows, Windows NT, Outlook, and MS-DOS are registered trademarks andWindows Server and Windows Vista are trademarks of Microsoft Corporation in the USA and inother countries.Part of the software embedded in this product is gSOAP software. Portions created by gSOAP areCopyright (C) 2001-2004 Robert A. van Engelen, Genivia inc. All Rights Reserved.The software in this product was in part provided by Genivia Inc and any express or impliedwarranties, including, but not limited to, the implied warranties of merchantability and fitness fora particular purpose are disclaimed. in no event shall the author be liable for any direct, indirect,incidental, special, exemplary, or consequential damages (including, but not limited to,procurement of substitute goods or services; loss of use, data, or profits; or business interruption)however caused and on any theory of liability, whether in contract, strict liability, or tort (includingnegligence or otherwise) arising in any way out of the use of this software, even if advised of thepossibility of such damage.All other terms and products are trademarks or registered trademarks of their respective ownersand are hereby acknowledged.

Table of ContentsGetting StartedFurther information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Customer support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3What’s new in ShareScan 4.2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4Quick Start: Installing and setting up ShareScanProduct componentsInstallation tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10Installing a TWAIN or ISIS driverInstalling eCopy ShareScanLicensing devices. . . . . . . . . .7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14Configuring and activating connector profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20Specifying properties for a connector profileSpecifying services for a connector profileActivating connector profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31Configuring and starting the ScanStation Client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34Reference: Configuring the systemStarting, stopping, and restarting the Services ManagerSetting security options for a Services ManagerConfiguring system properties. . . . . . . . . . . . . . . . . . . . 39. . . . . . . . . . . . . . . . . . . . . . . . . . . .40. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43Configuring general system propertiesConfiguring advanced system propertiesConfiguring keyboard settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45Configuring Session Logon. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46Configuring system tracing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48Licensing devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49Adding product keys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50Deleting product keys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51Activating licenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52Generating a license reportMonitoring scanning activityReporting scanning activity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

iv Table of ContentsBacking up and sharing configuration filesRemote administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Reference: Common configuration information forconnectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Installing and removing connectorsConfiguring connector profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Configuring and updating connector profilesActivating connector profilesConfiguring Document Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Configuring common Properties settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Configuring the Display properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Configuring the Content properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Configuring the Express properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Configuring the Search while typing optionConfiguring file name and index fieldsConfiguring the fax address format. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Configuring support for local address booksConfiguring connector ServicesCopying Services settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Configuring Document Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Configuring Scanner Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90Configuring Tracing settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Reference: Connector-specific configuration informationCopy. 93. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94eCopy Connector for Microsoft Exchange. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95About Exchange Environment connection protocolsExchange Connectors Wizard Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . 95. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Exchange Connectors Properties Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100eCopy Connector for Microsoft Exchange Local Address Book SettingseCopy Connector for Fax via Microsoft ExchangeeCopy Connector for Lotus Notes MaileCopy Connector for Fax via Lotus Notes. . . . . . . . . . . 107. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

veCopy Connector for SMTP using LDAP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .116SMTP using LDAP connector Wizard settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117eCopy Connector for SMTP using LDAP PropertieseCopy Connector for Fax via SMTPeCopy Connector forCaptaris Quick Connect. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126RightFax eCopy Connector for Fax via Print. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135Defining a scanning destinationDefining a file naming fieldDefining index fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .141. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142Configuring an index file. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .143Setting a database as a destination. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145Mapping index fields to fields in a database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147Using a database as the source of field valuesConfiguring a data sourceScan to eCopy. . . . . . . . . . . . . . . . . . . . . . . . . . . .121Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .152About eCopy Desktop scan inboxes and home directories . . . . . . . . . . . . . . . . . . . . . . .153About the Inbox root directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155Preconfiguring Scan to eCopy DesktopConfiguring Scan to eCopy DesktopAbout the Inbox AgentScan to Printer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .157. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .158. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .165. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .167Reference: Managing eCopy-enabled devicesSpecifying a default device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170Specifying default scanner settingsConfiguring Activity Tracking. . . . . . . . . . 169. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172Configuring the Activity Logging function. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .173Configuring the Additional Fields function. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176Configuring the Document Tracking functionConfiguring the ID Services functionPublishing connector profilesPublishing prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .179. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .181. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .181Summary of the publishing process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .182

vi Table of ContentsReference: Managing the ScanStation ClientSelecting a different TWAIN driver. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192Configuring the Client to use a TWAIN driver’s own interfaceStarting and stopping the ClientEnabling logging. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198Reference: Using eCopy ConnectorsUsing the on-screen keyboard. . . . . . . . . . . . . . . . . 199. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200Quick reference to using an eCopy ConnectorCopy. . . . . . . . . . . . . . . . . . . . . . 193. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194Selecting the ScanStation keyboardConfiguring logon settings. . . . . . . . . . 191. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212eCopy Connector for Microsoft Exchange. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213eCopy Connector for Fax via Microsoft ExchangeeCopy Connector for Lotus Notes MaileCopy Connector for Fax via Lotus NoteseCopy Connector for SMTP using LDAPeCopy Connector for Fax via SMTP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223eCopy Connector for Captaris RightFax eCopy Connector for Fax via PrintQuick Connect. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228Scan to eCopy DesktopScan to Printer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234Reference: Installation environmentNetwork environmentHardware configuration guidelinesServices Manager PC worksheetDevice worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242Firewall and switch worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243Network infrastructure worksheetDNS considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245Configuring the HOSTS fileNovell support. . . . . . . . . . . . . . . . . 237. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

viiList of TablesTABLE 1. System properties: General tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43TABLE 2. System properties: Advanced tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44TABLE 3. System information: Keyboard Settings tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45TABLE 4. System properties: Session Logon tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47TABLE 5. System information: Tracing tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48TABLE 6. Product key status options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49TABLE 7. Two profiles for the same connector activated on a single device . . . . . . . . . . . . . . .64TABLE 8. Common functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68TABLE 9. Connector Properties: Display tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69TABLE 10. Connector Properties: Content tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70TABLE 11. Connector Properties: Express tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72TABLE 12. Field Editor options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76TABLE 13. Field Editor: Available field types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76TABLE 14. Fax Address Format window access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78TABLE 15. Settings for creating a local address book database . . . . . . . . . . . . . . . . . . . . . . . .83TABLE 16. Settings for enabling address books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83TABLE 17. Data Link Properties window: Connection tab . . . . . . . . . . . . . . . . . . . . . . . . . . . .84TABLE 18. Services: Document Settings tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87TABLE 19. Services: Scanner Settings tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90TABLE 20. Services: Tracing tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91TABLE 21. Exchange: Connection protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96TABLE 22. Wizard settings: Exchange environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99TABLE 23. Exchange Properties: Basic Settings tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101TABLE 24. Exchange Properties: Advanced Account Settings . . . . . . . . . . . . . . . . . . . . . . . . .102TABLE 25. Exchange Properties: General Settings tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104TABLE 26. Exchange Properties: Fax Format Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105TABLE 27. Exchange Properties: Advanced Settings tab . . . . . . . . . . . . . . . . . . . . . . . . . . . .106TABLE 28. Lotus Notes Mail Properties: Configure tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111

viii Table of ContentsTABLE 29. Fax via Lotus Notes Properties: Configure tab . . . . . . . . . . . . . . . . . . . . . . . . . . . 115TABLE 30. Wizard settings: SMTP using LDAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117TABLE 31. LDAP/SMTP Properties: Basic LDAP tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121TABLE 32. LDAP/SMTP Properties: Advanced LDAP tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123TABLE 33. LDAP/SMTP Properties: SMTP Settings tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124TABLE 34. LDAP/SMTP Properties: User Logon tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125TABLE 35. LDAP/SMTP Properties: Fax Format Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125TABLE 36. RightFax Properties: Configure tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129TABLE 37. RightFax Properties: Billing Codes tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131TABLE 38. Fax via Print Properties: Configure tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133TABLE 39. Quick Connect Properties: Destination types . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137TABLE 40. Quick Connect Properties: File Name tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141TABLE 41. Quick Connect: Types of index values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144TABLE 42. Quick Connect: Database types and settings . . . . . . . . . . . . . . . . . . . . . . . . . . . 151TABLE 43. Scan to eCopy Desktop: Security for scan inboxes . . . . . . . . . . . . . . . . . . . . . . . 153TABLE 44. Scan to eCopy Desktop: Sample scan inbox locations . . . . . . . . . . . . . . . . . . . . . 154TABLE 45. Inbox root directory permissions (Windows) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155TABLE 46. Inbox root directory permissions (Novell NetWare [NDS]). . . . . . . . . . . . . . . . . 156TABLE 47. Scan to eCopy Desktop Properties: Environment settings . . . . . . . . . . . . . . . . . . 159TABLE 48. Scan to eCopy Desktop Properties: General settings . . . . . . . . . . . . . . . . . . . . . . 160TABLE 49. Scan to eCopy Desktop: Destination settings . . . . . . . . . . . . . . . . . . . . . . . . . . . 161TABLE 50. Scan to eCopy Desktop: Advanced Account settings . . . . . . . . . . . . . . . . . . . . . 163TABLE 51. Scan to Printer Properties: Configure tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167TABLE 52. Devices: Activity Logging tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174TABLE 53. Activity Logging: Basic and Extended Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175TABLE 54. Devices: Document Tracking folder settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178TABLE 55. Devices: ID Service Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180TABLE 56. Client: ScanStation logon settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197TABLE 57. Client: Send screen settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209TABLE 58. Client: Post-scanning options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

ixTABLE 59. Copy settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .212TABLE 60. Scan to Printer: Printing and page layout options . . . . . . . . . . . . . . . . . . . . . . . . .236TABLE 61. Hardware configuration guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .239TABLE 62. Services Manager PC worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .240TABLE 63. Device worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .242TABLE 64. Firewall and switch worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .243TABLE 65. Network infrastructure worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .244

eCopy ShareScan Installation and Setup Guide 1Getting StartedThis guide is intended for administrators responsible for installing and configuring eCopy ShareScan . It provides a product overview and describes system requirements and installationand configuration procedures.In this chapter Further information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Customer support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 What’s new in ShareScan 4.2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

2 Getting StartedFurther informationThe documentation set consists of the following documents: Provides information about assembling theScanStand that is used with eCopy ScanStation .eCopy ScanStand Assembly Instructions:ShareScan Installation and Setup Guide: The Quick Start section of this documentguides you through the initial installation and setup process. The Reference sectionprovides more detailed information about configuring the system and the eCopyConnectors. It also describes how to manage the Client and use the eCopy Connectors.ShareScan Help: The Help files contain information about configuring the system,connectors, and devices. You can easily access the Help from the Administration console.To access the Administration console help, in the console tree, select a node, such as“ShareScan” and then click the Help button. The Help opens in the MicrosoftManagement Console.To access help for a specific connector, in the console tree, select the connector andthen click the Connector Help button, or right-click the connector name and thenselect Connector Help from the menu.

eCopy ShareScan Installation and Setup Guide 3Customer supportCustomer support is available to registered users of eCopy software during the warranty period orfor the duration of your software support and maintenance agreement. Contact your supplier fordetails.The maintenance agreement identifies the service provider. In most cases, the dealer ordistributor who provided the eCopy product to your organization also provides support. Thedealer or distributor provides information about getting assistance for product installation,implementation, and usage. The eCopy Customer Support, Quality Assurance, and Developmentorganizations provide backup support to the network of dealers and distributors. Policiesestablished with each distributor of eCopy products determine how customer inquiries areescalated.When you open a Customer Support case, your service provider will tell you what identificationinformation you need to provide to validate the status of your support contract.In addition to support provided by your dealer or distributor, the Ask eCopy Knowledgebase andonline Ticket system site— www.ecopy.com/Support Ask eCopy.asp—provides 24x7 access to aknowledge base that includes Frequently Asked Questions (FAQs), product support matrices,product information, and other information.

4 Getting StartedWhat’s new in ShareScan 4.2ShareScan 4.2 includes new features and enhancements: Two versions of ShareScan 4.2. To accommodate the needs of individual groups ormultiple business groups responsible for the daily workflows and practices, eCopy nowoffers two versions of ShareScan 4.2. Both versions provide the same security,administrative, and reporting features. They also include support for add-on connectorsoffered by eCopy and by members of the eCopy Connections Alliance Program (eCAP).eCopy ShareScan Essentials contains features that will satisfy the essential scanning,routing, and delivery requirements of functional groups, departments, and organizations. Itdoes this by dynamically integrating with the most common business applications and filesystems. As business requirements increase within a company, many add-on connectors areavailable that extend functionality and connectivity to back-end applications. With theeCopy Desktop 9.2 license that is included with ShareScan Essentials, users can securelyscan documents to Adobe's Portable Document Format (PDF) from their PC and thenedit and share the scanned documents.eCopy ShareScan Suite is the enterprise product for companies that need to integratevarious Business Process Applications. This version is highly flexible and scalable right outof the box. In addition, it offers real-time integration with the most popular enterprisecontent management (ECM) systems. With ShareScan Suite, companies can moreeffectively manage the ShareScan system costs and monitor usage, for local as well asremote implementations. With the additional copies of e

You can easily access the Help from the Administration console. To access the Administration console help, in the console tree, select a node, such as "ShareScan" and then click the Help button. The Help opens in the Microsoft Management Console. To access help for a specific connector, in the console tree, select the connector and

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