OpenText RightFax 10.0 Connector for Konica Minolta MFP Guide

Transcription

1 OpenText RightFax 10.0 Connector for Konica Minolta MFP Guide

2 OpenText RightFax 10.0 Connector for Konica Minolta MFP Guide ii Edition OpenText RightFax 10.0 Connector for Konica Minolta MFP. This document was last updated May 3, Trademarks OpenText is a registered trademark of OpenText Corporation. All other company names, brand names, and product names are the property and/or trademarks of their respective companies. Copyright Notice 2011 OpenText, Inc. All rights reserved. OpenText Corporation 275 Frank Tompa Drive Watterloo, Ontario, Canada N2L 0A1 (519) Portions of this product Copyright Glyph & Cog, LLC. Portions Copyright 2001 artofcode LLC. This software is based in part on the work of the Independent JPEG Group. This software is based in part on the work of the Freetype Team. Portions Copyright 1998 Soft Horizons. Portions Copyright 2001 URW++. All Rights Reserved. Includes Adobe PDF Library technology. Adobe, Acrobat and the Acrobat logo are trademarks of Adobe Systems Incorporated. Portions Copyright TMS, Inc All rights reserved.

3 Contents Chapter 1 Configuring the Connector for Konica Minolta MFP... 5 Overview of the Connector for Konica Minolta MFP...5 RightFax Server Support and Requirements...6 Konica Minolta MFP compatibility with RightFax...6 Configuring Connector Settings on the RightFax Server...6 Appendix A Understanding the RightFax External Document Connector... 9 Overview of the RightFax External Document Connector...9 EDC Monitor Overview...9 Using EDC Monitor...9 Viewing and Clearing Processor Events Working with Processor Services Monitoring Remote EDC Processes Advanced Configuration Overview Adjusting the Advanced Configuration Settings iii

4 OpenText RightFax 10.0 Connector for Konica Minolta MFP Guide iv

5 Chapter 1 Configuring the Connector for Konica Minolta MFP Overview of the Connector for Konica Minolta MFP With the Connector for Konica Minolta MFP, you can link one or more of several supported Konica Minolta Multifunction Products (MFPs) on your network to a RightFax server. Users can scan documents on the Konica Minolta MFP and transmit them as fax or messages through the RightFax server. If you are using the optional SecureDocs Module, scanned documents can be sent via Certified Delivery or encrypted for security. For more information about SecureDocs, see the SecureDocs Guide. The Connector for Konica Minolta MFP connects the RightFax server and Konica Minolta MFPs by using a software module called the External Document Connector (EDC). The EDC monitors folders on your network called repositories for Konica Minolta documents to process and transmit. All Konica Minolta MFPs that will submit fax jobs to the RightFax server must be configured to store scanned documents in the same network folder that EDC will use as a repository. See your Konica Minolta documentation for instructions on setting this folder location. To create an interface for users on the Konica Minolta device, you must create a Metadata dialog on the device by using software provided by Konica Minolta. This Metadata dialog includes data entry fields such as destination fax number and user ID, and each of these fields is identified using specific keywords that the RightFax server can process. When users enter transmission information in these fields, the data is packaged along with the scanned image in a way that the RightFax server can interpret and use. Using the information configured in the Connector for Konica Minolta MFP, users scan and transmit faxes by following this basic process: 1. Using either the Konica Minolta MFP fax functionality or one of the RightFax-specific templates, the user enters fax transmission information on the Konica Minolta MFP and scans the document. 2. The Konica Minolta MFP saves the document as an image file and then stores the file in the repository folder on the network. 3. EDC picks up the image file from the repository, converts it to a file format appropriate for use by the RightFax server, and then places it in the RightFax send queue for transmission. 4. The RightFax server transmits the file as a fax or message to the destination specified by the user on the Konica Minolta MFP. 5

6 OpenText RightFax 10.0 Connector for Konica Minolta MFP Guide 6 RightFax Server Support and Requirements The OpenText RightFax Connector for Konica Minolta MFP is installed as part of RightFax 10 but must be purchased separately and activated through the Product Licensing Utlility. Refer to the Installation Guide for specific information on server requirements. Note If you have upgraded a system that did not previously include EDC, you may need to add EDC separately. Run the RightFax Product Suite installer from the Windows control panel (Programs and Features or Add/Remove Programs). On the Select Features page of the installation wizard, select External Document Connector and follow the on-screen prompts. Also required: IIS 6.0 or higher with File Transfer Protocol (FTP) Services enabled ASP.net The Repository Folder The repository folder where outbound faxes originating from the Konica Minolta device will be placed must be configured as an FTP site on an IIS server on your network. Before you begin, ensure that the FTP component is installed on the IIS server you want to use, and make sure that Read/Write options are enabled for your intended repository folder. Konica Minolta MFP compatibility with RightFax To determine the compatibility of your Konica Minolta MFP device with RightFax, do the following: 1. From the Web browser of a local PC workstation, enter the IP address of the Konica Minolta MFP device to access the MFP s PageScope Web Connection. 2. You will be presented with two choices: Public User and Administrator. Log on as Administrator, using the Administrator password provided in the Konica Minolta manual you received with your MFP device. 3. If your MFP device is RightFax compatible, an Application Registration button will be available on the SCAN tab. Important If you do not have the Application Registration button on the SCAN tab, please contact your Authorized Konica Minolta Service Provider. For a list of supported Konica Minolta MFP devices, see faxsolutions.opentext.com/konica-minolta-integration.aspx on the OpenText Web site. Configuring Connector Settings on the RightFax Server To configure the Connector for Konica Minolta MFP, use the EDC Configuration Wizard that is included as part of the RightFax server installation. To run the EDC Configuration Wizard: 1. On the Start menu of the RightFax server, click All Programs and then click OpenText. Click RightFax EDC Monitor. 2. If you are running EDC Monitor for the first time, you will be prompted to initialize EDC. Click Yes. The EDC Configuration Wizard appears. If EDC has already been initialized, EDC Monitor will open in its default Activity view. On the Tools menu, click EDC Configuration.

7 3. On the first page of the configuration wizard: If you are installing the connector for the first time, select Add/Remove modules and then click Next. If you want to make changes to an existing connector, select Modify a module and then click Next. 4. On the Add/Remove Modules page, select the Konica Minolta MFP check box. If a Module Dependencies dialog box appears, click OK to continue; the additional modules will be installed automatically. Click Next. 5. On the Wizard Summary page, verify that the information is correct, and then click Next to configure the connector. 6. On the Select Module page, select Konica Minolta MFP in the list of modules and click Next. 7. On the Device Repository page, browse to a repository folder location and click OK. 8. Click Add to add the Repository Path. 9. Repeat steps 7 and 8 for each Konica Minolta repository folder on your network. When all Konica Minolta repository folders that will be monitored by the RightFax server have been added, click Next Caution If the Konica Minolta MFP is using an FTP site as its repository that is remote from the RightFax server, you must change the RightFax EDC Manager service to log in from an account with FTP access, instead of the local system account. To configure RightFax EDC Manager to pick up faxes from a remote FTP site, open Services on the RightFax server, right-click RightFax EDC Manager Module and select Properties. Click the Log On tab, select This Account, and then enter the domain and user name of an account that has administrative access to the computer on which the FTP site is located. Configuring the RightFax Server On the RightFax Setup page you can set up defaults that the Connector for Konica Minolta MFP will use when sending faxes. 1. The RightFax Server Name defaults to the local RightFax server name. If you want the Connector for Konica Minolta MFP to send faxes using a different RightFax server on your network, enter the name of the other server here 2. On the RightFax setup page, the Default User Name field is the RightFax user ID that will be used for all faxes originating from Konica Minolta MFPs that do not have a RightFax user ID specified. The Default RightFax user ID is set to Walkup by default. This user is created in RightFax during installation. If you want to change the default RightFax user ID, you can also set the Default User Name field to the name of an existing RightFax user ID. Regardless of the user ID you specify, the user ID should be configured in RightFax with the sending options that you want for all faxes originating from Konica Minolta MFPs. For information about creating and configuring RightFax user IDs, refer to the RightFax Administrator s Guide. 3. In the Default To Name box, enter a default recipient name that will appear on the fax cover sheet if no recipient name is specified by the sender. 4. In the Default From Name box, enter a default sender name that will appear on the fax cover sheet if no RightFax user ID is specified by the sender. 5. Click Next. 6. On the Print Notifications? page, select Print Notification if you want a transmission status message to be automatically printed on the HP MFP each time it is used. Click Next. Configuring the Connector for Konica Minolta MFP 7

8 OpenText RightFax 10.0 Connector for Konica Minolta MFP Guide 8 7. On the NIF Notifications? page, select the NIF Notification check box if you want a Network Information File (NIF) containing the fax status to be saved in the Device Repository. Click Next. 8. On the Notifications? page, select Notifications if you want a transmission status message to be automatically ed to the sender for each fax sent. If you select this option, specify an SMTP server name, the address from which notifcation s should be sent, and a name that will appear as the sender of notifications. Click Next. 9. On the Wizard Summary page, review the information. Click Back to make changes, or click Finish if you are done. You may need to start the services if they are not running. If the services are not running, perform the following steps: 1. On the Start menu of the RightFax server, click All Programs and then click OpenText. Click RightFax EDC Monitor. 2. On the EDC Monitor Tools menu, click Services. 3. Click Start All Services. 4. Click Close to close the window.

9 Appendix A Understanding the RightFax External Document Connector Overview of the RightFax External Document Connector The RightFax External Document Connector (EDC) is a module for RightFax that monitors repository folders for documents to process and transmit. The EDC processes jobs using a set of steps called a DataFlow. The DataFlow is comprised of several distinct processes called FlowPoints. Each FlowPoint acts on the job, and then passes it on to the next FlowPoint. Using EDC Monitor 1. On the RightFax server, click the Start menu, and then click Programs or All Programs. Click Open Text, and then click RightFax EDC Monitor. The EDC Monitor program window opens in its default Activity view. See Figure A.1. EDC Monitor Overview You can use the EDC Monitor program to: Monitor the status of the connectors and processors that EDC controls. Add and delete processor services. Configure EDC components with the configuration wizard. 9

10 OpenText RightFax 10.0 Connector for Konica Minolta MFP Guide 10 Figure A.1 The EDC Monitor Activity View Table A1 explains each of the status columns. Table A1 EDC Monitor Activity Status Columns Installed modules are listed in the top left pane, and their DataFlows and individual FlowPoints are displayed in the bottom left pane. In the top right pane, all of the processors that are required by the FlowPoints are listed, and the separate instances of each processor are listed in the bottom right pane. Current status information is displayed for all objects listed in the EDC Monitor. Column heading Status Done Pending Errors Warnings Bad Jobs Activity Definition The EDC component s status. Possible values are: Failed - The component has shut down. Hung - The component is no longer responding. Job Errors - Errors prevented the image from processing. OK - The image was processed successfully. The total number of fax images that have been completed by this component. The total number of jobs currently queued for processing by this component. The total number of processing errors that have been logged by this component. The total number of processing warnings that have been logged by this component. The total number of jobs that could not be processed and have been abandoned by this component. The current active state of the component. Possible values are: Idle - The component is currently inactive. Processing Job - The component is currently processing a job. Paused - The component has been paused. No jobs will be processed. Shut Down - The component service is stopped.

11 Viewing and Clearing Processor Events Figure A.2 EDC Monitor Event Log EDC Monitor does not display errors that occur with individual processors. It will only report specific job files that have encountered errors. To check for errors in EDC processors, review the Event Log. Viewing Processor Events To view processor events in the Event Log: 1. In EDC Monitor, click the View menu, then click Event Log. A list of processors for which you can view events appears. See Figure A To view the event log for a processor, click its name in the Processor list. 3. To return to the EDC Monitor Activity view, click the View menu, and then click Activity. Tip You can update the Activity view or the Event Log by clicking the View menu and then clicking Refresh. Clearing the Event Log By default, events remain in the event log for 30 days. To clear the event log: 1. With EDC Monitor open, click the Edit menu and then click Clear All Events. 2. Click Yes to confirm that you want to clear all events. 11

12 OpenText RightFax 10.0 Connector for Konica Minolta MFP Guide 12 Working with Processor Services EDC Manager and all of the individual processors that are managed by EDC are installed as services. You can use EDC Monitor to view the status of these services and to add and remove services. Viewing the Status of Services To view the status of services: 1. In EDC Monitor, click the Tools menu, and then click Services. Figure A.3 The Services Dialog Box Starting and Stopping Services To start or stop an individual service, select the service name and click Start Service or Stop Service. To start or stop all of the services, select the computer name at the top of the list and click Start All Services or Stop All Services. Adding Processors You can run a maximum of 16 of each type of processor. Processors can be run on the RightFax server or on remote computers. Note Although it is possible to install and configure more than 16 of each type of processor, only 16 of each will actually function at one time. To add new instances of a processor, do the following: 1. In EDC Monitor click the Tools menu, and then click Services. 2. If you want to add the service to a remote computer that is not listed, click Add Computer and enter the name of the remote computer. For additional requirements for remote processors, see About Adding Processors to a Remote Computer. 3. Select the computer to which you want to add the service and click Add Service. This opens the Add a Service dialog box. See Figure A.4. The Services dialog box displays the status of the EDC Manager service (which controls all of the processors) as well as the status of the individual processors.

13 Figure A.4 The Add a Service Dialog Box About Adding Processors to a Remote Computer Remote computers running EDC processor services must have access to certain folders on the RightFax server. To specify the location of the required shared folders: 1. In EDC Monitor, click the Tools menu and then click Advanced EDC Configuration. 2. Click the System tab and click the Core button. The EDC System Settings dialog box appears. 3. In the Remote Paths section of the dialog box, in the Root Directory box, enter the UNC path to the share name of the RightFax\EDC folder on the RightFax server. Example \\FaxServer\Program Files\RightFax\EDC 4. In the Shared Directory box, enter the UNC path to the share name of the RightFax\Shared Files folder on the RightFax server on which EDC is installed. Example \\FaxServer\Program Files\RightFax\Shared Files Removing Processors 4. In the Services list, select the service that you want to add. 5. In the Startup Type list, select the method that you want to use for starting the service. 6. In the Account box, enter the user name that the service will use to start up. This user account should have full administrative rights to the computer you selected in Step In the Password box, enter the password for the user account. 8. In the Confirm Password box, enter the password again. 9. Click OK. Warning At least one service must be present for each process type for the system to function. To remove processors: 1. In EDC Monitor click the Tools menu, and then click Services. 2. Select the name of the service you want to remove. 3. Click Stop Service. 4. After the service has stopped, click Remove Service. 13

14 OpenText RightFax 10.0 Connector for Konica Minolta MFP Guide 14 Monitoring Remote EDC Processes You can use EDC Monitor to view the monitoring statistics of a remote EDC processor. To view remote processes in EDC Monitor: 1. On the File menu, select Close to close the current connection. 2. On the File menu, select Remote Connection. 3. In the Connect to Which Computer? box, enter the name of a remote computer on which the EDC services are running. The Activity view will display the statistics for the remote server. 4. To switch back to the local computer, select Local Connection on the File menu. Note Even though you can monitor remote EDC services, you can only configure services on the local computer. To configure remote services, log on to the computer that is running the services, run EDC Monitor locally, and then use the Configuration Wizard or Advanced Configuration. Advanced Configuration Overview The External Document Connector and its individual modules usually only require the configuration options available in the EDC Configuration Wizard. A number of advanced configuration options are also available, many of which were designed for use in troubleshooting in conjunction with OpenText Customer Support and do not apply to the normal operation of EDC or its connectors. Advanced configuration is typically only necessary for: Setting the logging level for an individual process for troubleshooting purposes Adjusting the delay between processes - anywhere from 5 minutes to 24 hours Pausing processing to troubleshoot a job file with the help of an OpenText Customer Support representative Debugging a process with the help of a OpenText Customer Support representative Warning: Always use caution when performing advanced configuration in EDC Monitor. If you are not certain about the changes you are making, contact OpenText Customer Support for assistance. Adjusting the Advanced Configuration Settings 1. In EDC Monitor, click Tools, and then click Advanced EDC Configuration. 2. In the Module list, click the module you want to edit and then click Edit. The Module Configuration window can be used for: Setting Advanced Repository Options Setting DataFlow Options and Filtering FlowPoints

15 Setting Advanced Repository Options In the Module Configuration window, click the Scanning Options button. To Change the interval at which the RightFax server checks the repository directory for jobs Stop the RightFax server from checking the repository for new jobs Save copies of repository job files Do this Click a time interval in the Scan Interval list. Select the Pause scanning for new jobs check box. Click Save copies of new job files and specify a directory in which to save them. Setting DataFlow Options Each EDC module processes documents through a series of steps called a DataFlow. The DataFlow consists of individual processes called FlowPoints. Some FlowPoints have configurable options. Warning: Always use caution when editing DataFlows in EDC Monitor. If you are not certain about the changes you are making, contact OpenText Customer Support for assistance. 1. To configure DataFlow options, click the name of the connector you want to edit in the DataFlows list and then click Advanced Options. 2. In the FlowPoints list, click a FlowPoint. Some FlowPoints have configurable tasks. 3. In the Options for Individual Tasks list, click the task, and then click Edit Task. Only some tasks are editable. Filtering FlowPoints Some FlowPoints have a filter option that defines which jobs will be processed by that FlowPoint. By default all FlowPoints process all jobs. For each configurable FlowPoint, you can specify which jobs to process with keyword and value pairs in the format of this example: {userid}=sales. You can create filters based on any keyword in the job file. Filters can either include or exclude jobs. Jobs are then passed on to the next FlowPoint. In some cases, including print and notification FlowPoints, the same filter must be added in several related FlowPoints in order to function as expected. Keywords and data are not case-sensitive. Type a semicolon between each keyword/value pair. The semicolon acts as a logical OR statement; Jobs that meet any one of the criteria will be 15

16 OpenText RightFax 10.0 Connector for Konica Minolta MFP Guide 16 considered a match for the filter. The data in the job file must match the value in the filter exactly to be filtered. For example, the filter {userid}=sales will not match a userid of sales23. Warning: Always use caution when filtering FlowPoints in EDC Monitor. If you are not certain about the changes you are making, contact OpenText Customer Support for assistance. 1. To set up filters for a FlowPoint, click its name in the FlowPoints list. 2. In the Overall Options for this Flowpoint section, click the Jobs to Process button. 3. Click Process only the jobs that meet the filter conditions. 4. To include jobs, enter keyword/value pairs in the Include box. To exclude jobs from the FlowPoint and pass them to the next FlowPoint, enter keyword/value pairs in the Exclude box. 5. Click OK. When you are finished configuring options and filters, click the Close button to close the DataFlow window. Click Close to close the Module Configuration window, and click OK to close the EDC Configuration window.