Document Exchange Server 2.5

Transcription

1 KOFAX Document Exchange Server 2.5 Administrator s Guide for Fujitsu Network Scanners

2 Kofax, Inc., Laguna Canyon Road, Irvine, California 92618, U.S.A. All rights reserved. Use is subject to license terms. Third-party software is copyrighted and licensed from Kofax s suppliers. For information on third-party software included in this product, see DESTHIRDPARTYLICENSEREADME.txt. This product is protected by U.S. Patent No. 6,370,277. THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF KOFAX, INC. USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF KOFAX, INC. Kofax, the Kofax logo, VirtualReScan, the VRS VirtualReScan logo, and VRS are trademarks or registered trademarks of Kofax, Inc. in the U.S. and other countries. All other trademarks are the trademarks or registered trademarks of their respective owners. U.S. Government Rights Commercial software. Government users are subject to the Kofax, Inc. standard license agreement and applicable provisions of the FAR and its supplements. You agree that you do not intend to and will not, directly or indirectly, export or transmit the Software or related documentation and technical data to any country to which such export or transmission is restricted by any applicable U.S. regulation or statute, without the prior written consent, if required, of the Bureau of Export Administration of the U.S. Department of Commerce, or such other governmental entity as may have jurisdiction over such export or transmission. You represent and warrant that you are not located in, under the control of, or a national or resident of any such country. DOCUMENTATION IS PROVIDED AS IS AND ALL EXPRESS OR IMPLIED CONDITIONS, REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE DISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY INVALID.

3 Contents Introduction...1 Additional Documentation...1 Summary of Features...1 System Requirements...2 Installing the Kofax Document Exchange Server Application on the Network Scanner...2 Preparing for the Installation...2 Installing the Kofax Document Exchange Server Application...2 Following the Installation of the Application...4 Manually Adding the Network Scanner for Kofax Document Exchange Server...4 When Deploying Profiles...4 Starting the Kofax Document Exchange Server Application...4 Updating User Accounts...6 Removing the Kofax Document Exchange Server Application...7 Frequently Asked Questions...7 Technical Support...8 Kofax, Inc. iii

4 Contents iv Kofax, Inc.

5 Introduction This guide describes how to prepare the Fujitsu network scanner to work with Kofax Document Exchange Server. After performing this procedure, you can upload profiles with shortcuts from Kofax Administration Console whenever needed. Before continuing, refer to the Kofax Web site at for supported models and application versions. Additional Documentation This guide should be read with the following documentation: Kofax Document Exchange Server Installation Guide or Kofax Document Exchange Server Installation Guide for WebLogic Kofax Document Exchange Server Administrator s Guide Kofax Administration Console Help Kofax Document Exchange Help For information about the network scanner, refer to the documentation that came with your Fujitsu product or contact Fujitsu for support. Tip For additional information about Kofax products, visit our Web site at and go to the Technical Support pages. The Technical Support Web pages provide product-specific information, such as current revision levels, the latest drivers and software patches, technical tips, and a searchable knowledgebase. In addition, updates to product documentation (if any) are available from these pages. Summary of Features The following features are available with the Kofax Document Exchange Server application for the Fujitsu network scanner. Management Through Kofax Administration Console Kofax Administration Console enables you to add and remove network scanners to and from Kofax Document Exchange Server. The number of network scanners that you can use with Kofax Document Exchange Server depends on your license. Note Automatic discovery of Fujitsu network scanners on the network is not yet available. Kofax Document Exchange Server Application on the Network Scanner Touch Panel When you install the Kofax Document Exchange Server application on the network scanner, a Kofax button is added to the network scanner touch panel, to provide access to the Kofax Document Exchange Server features. Help is available for the Kofax Document Exchange Server application on the network scanner. To view Help, press the Help button on the touch panel. Kofax, Inc. 1

6 System Requirements Before setting up a network scanner with Kofax Document Exchange Server, verify that you meet the following requirements:.net Framework 2.0 Installed on the computer you will be using for the installation of the Kofax Document Exchange Server application for the Fujitsu network scanner. Network Scanner System Version For Fujitsu fi-6000ns: in For Fujitsu fi-6010n: is To check the system version, log on as an administrator to the network scanner at the touch panel. Press Device Status on the top menu. Then, if necessary, press System Status on the left side menu. Installing the Kofax Document Exchange Server Application on the Network Scanner Be sure to prepare for the installation of the Kofax Document Exchange Server application on the network scanner before you begin the actual installation process. Preparing for the Installation Before installing the Kofax Document Exchange Server application on the network scanner, do the following: Install Kofax Document Exchange Server. Connect the network scanner to a network that is available to Kofax Document Exchange Server. Use Kofax Administration Console to do the following: Create an administrator user. Install a license that grants you the use of one or more input devices such as network scanners. See the Kofax Administration Console Help for instructions. Obtain the network name for the scanner. To do so, log on as an administrator to the network scanner at the touch panel. Press Scanner Name on the left side menu. Obtain the IP and MAC addresses for the network scanner. To do so, log on as an administrator to the network scanner at the touch panel. Press Network Settings on the top menu. Then, press Network Status on the left side menu. (It may take several seconds for the information to appear on the touch panel.) Installing the Kofax Document Exchange Server Application Once you have prepared, you are ready to begin the installation process. The installation of the Kofax Document Exchange Server application requires the fi (Fujitsu) Network Scanner Admin Tool. 2 Kofax, Inc.

7 For the first network scanner you install, download the Admin Tool to your computer. The download does not need to be repeated for subsequent network scanners, unless you change computers. The network scanner is restarted automatically when the application is installed. To download the fi Network Scanner Admin Tool 1 In a browser window on your computer, enter the IP address for the network scanner. For example: 2 When prompted, enter the administrator user name and password for the network scanner. Then, click Login. 3 In the download window, click Download. 4 In the File Download window, click Run. The Admin Tool is installed on your computer, and a fi-scanner menu item is added to the Programs menu. To install the Kofax Document Exchange Server application on your network scanner 1 On your computer, on the Programs menu, select fi-scanner and then fi Network Scanner Admin Tool. 2 In the Connect to window, enter the IP address or name of the network scanner. Then, click Connect. 3 When prompted, enter the administrator user name and password for the network scanner. Then, click Login. 4 Select Maintenance on the top menu. 5 Select Add-in Manager on the left side menu. 6 Locate the KofaxDESAddInModule file in the \DES\extensions\mfp\fujitsu folder where Kofax Document Exchange Server is installed. For Fujitsu fi-6000ns: KofaxDESAddInModule.fi6000NS For Fujitsu fi-6010n: KofaxDESAddInModule.fi6010N Then, click Install. 7 When prompted, click OK to install the Kofax Document Exchange Server application and restart the network scanner. Note To verify that the KofaxDESAddInModule file was successfully deployed on your network scanner, in the fi Network Scanner Admin Tool, view the system operation log records. Allow approximately 30 seconds for the installation to complete, before logging on as a user to the network scanner at the touch panel. When you log on to the network scanner as a user, the Kofax button appears on the network scanner main menu. Figure 1. Kofax Document Exchange Server Application Button Kofax, Inc. 3

8 Following the Installation of the Application Before you begin using the Kofax Document Exchange Server application on the network scanner, note the following procedures and information. Manually Adding the Network Scanner for Kofax Document Exchange Server Once you have installed the Kofax Document Exchange Server application on the network scanner, manually add the network scanner as a device in Kofax Administration Console. For instructions, see the Kofax Administration Console Help. Add the device with the IP address, the MAC address, the device model (Fujitsu fi-6000ns or Fujitsu fi-6010n), and the host name for the network scanner. When Deploying Profiles If the network scanner is not on when profiles are deployed in Kofax Administration Console, the deployment occurs as soon as the network scanner is turned on again, when the network scanner polls Kofax Document Exchange Server for deployed profiles. You may observe a delay in the shortcuts appearing on the Kofax Main Menu. It may take several seconds for the shortcuts to appear following the deployment of profiles. Starting the Kofax Document Exchange Server Application The first time you start the application on the touch panel of the network scanner, you need to specify the server on which Kofax Document Exchange Server is located. To do so, have the server name or IP address ready. This information does not need to be specified again, unless the information changes. To start the Kofax Document Exchange Server application 1 On the touch panel of the network scanner, enter the user name and password to log onto the network scanner as a user. 2 On the network scanner Main Menu, press Kofax DES. 4 Kofax, Inc.

9 Figure 2. Network Scanner Main Menu 3 If you are starting the application for the first time or need to change the Kofax Document Exchange Server information: In the Launch DES window, press Change Server Host. Otherwise, skip to Step 5. Figure 3. Launch DES Window 4 In the Server Host Setting window, do the following and press OK: Enter the name or IP address for Kofax Document Exchange Server. Kofax, Inc. 5

10 Select the protocol for the connection from the network scanner to Kofax Document Exchange Server. The default protocol is HTTP. Enter the port for the connection. Note For HTTP, if no port is specified, port 80 will be used. For HTTPS, enter port Figure 4. Server Host Setting Window 5 In the Launch DES window, press Launch DES. When the Kofax Main Menu appears, you have started the Kofax Document Exchange Server application. Figure 5. Kofax Main Menu Updating User Accounts When you add or remove user accounts in Kofax Administration Console, the account information is updated on the Kofax Document Exchange Server application the next time it polls 6 Kofax, Inc.

11 the server. The application polls the server every ten minutes, so changes may take a while to appear on the Fujitsu network scanner. Removing the Kofax Document Exchange Server Application You can remove the Kofax Document Exchange Server application when needed. The network scanner is restarted automatically when the application is removed. To remove the Kofax Document Exchange Server application 1 On your computer, on the Programs menu, select fi-scanner and then fi Network Scanner Admin Tool. 2 In the Connect to window, enter the IP address or name of the network scanner. Then, click Connect. 3 When prompted, enter the administrator user name and password for the network scanner. Then, click Login. 4 Select Maintenance on the top menu. 5 Select Add-in Manager on the left side menu. 6 Click Uninstall. 7 When prompted, click OK to remove the Kofax Document Exchange Server application and restart the network scanner. Frequently Asked Questions If the buttons on the touch panel do not deploy successfully, or if you have questions about how the software operates, refer to the information in this section. You can find additional information and software updates on the Kofax Web site. Clicking Discover does not find the network scanner. What happened? Because automatic discovery of Fujitsu network scanners on the network is not yet available, you need to add the network scanner manually. For instructions, refer to the Kofax Administration Console Help. Why am I unable to add network scanners? There may not be enough available licenses to support the network scanners you want to add. Remove network scanners from the DES Devices tab or purchase a license that supports additional devices. Why am I unable to send documents to a destination from the network scanner? For global shortcuts, make sure that you have established credentials with the destination type in Kofax Administration Console. Documents may also fail to be sent if the data that was entered in the index fields is invalid. Make sure that you have entered information for all required index fields and that all information is correct. How long does it take for shortcuts to be deployed on the network scanner? The shortcuts should display shortly after you deploy the profile from Kofax Administration Console. There may be a short delay depending on network traffic and the frequency that the Kofax, Inc. 7

12 network scanner refreshes. If the shortcuts do not display after a long period, make sure that the network scanner is connected to the network. Why do I get a connection error when deploying profiles? Make sure the network scanner is turned on and verify network communication (for example, ping the network scanner). Technical Support For additional technical information about Kofax products, visit the Kofax Web site at and select an appropriate option from the Support menu. The Kofax Support pages provide product-specific information, such as current revision levels, the latest drivers and software patches, online documentation and user manuals, updates to product release notes (if any), technical tips, and an extensive searchable knowledgebase. The Kofax Web site also contains information that describes support options for Kofax products. Please review the site for details about the available support options. If you need to contact Kofax Technical Support, please have the following information available: Kofax Document Exchange Server software version and build number Operating system and service pack version MFP or scanner make and model Kofax Document Scan Server version Destination type name, version, and configuration Special/custom configuration or integration information 8 Kofax, Inc.