Solution Composer. User's Guide

Transcription

1 Solution Composer User's Guide January

2 Contents 2 Contents Overview...4 Understanding the basics...4 System recommendations...5 Building custom solutions...6 Getting started...6 Step 1: Creating a new project and adding tasks and branches...11 Step 2: Validating solutions (optional)...14 Step 3: Simulating solutions (optional)...14 Step 4: Saving projects...15 Step 5: Deploying solutions...15 Sample printer solutions...20 Scenario 1: Scanning W 4 forms to a corporate FTP site...20 Scenario 2: Submitting loan applications and sending e mail confirmations...22 Sample mobile solution...27 Scenario: Incident reporting...27 Troubleshooting...31 Printer solution issues...31 Mobile solution issues...33 Frequently asked questions...35 Appendix A - Printer solutions...37 Printer solution task properties...38 Printer solution variable definitions...83 Appendix B - Mobile solutions...98 Mobile solution task properties...98 Mobile solution variable definitions Notices...111

3 Contents 3 Glossary Index...116

4 Overview 4 Overview Use this application to build custom workflow solutions for multifunction printers (MFPs) running the Solution Composer Agent or for mobile devices running the Mobile Capture application. These solutions can range from oneor two step processes to more complex workflows involving branching, index files, and multiple user prompts. Printer solutions built using Solution Composer can be deployed directly to a printer from the Solution Composer application. They can also be saved as a file that can be loaded onto a printer from its Embedded Web Server. Mobile solutions built using Solution Composer can be saved as a file, and then e mailed to users. When users touch the attached solution file, the solution automatically becomes available for them to use in the Mobile Capture application. Understanding the basics Solution Composer has five main components for building solutions that run on enabled printers or mobile devices: The main application window Using the different panes of the main window, you can select and configure the tasks that make up solutions. The main application window is made up of three panes: Task Library This pane contains the actions and prompts used to form the sequence of events in a solution. The Task Library includes four categories: User Prompts, Actions, Index Files, and Confirmations. If you are creating a printer solution, then this pane appears as Printer Task Library. If you are creating a mobile solution, then this pane appears as Mobile Task Library. Design This pane is where you put tasks in order and determine the sequence of events for a solution. If you are creating a printer solution, then this pane appears as Printer Solution Design. If you are creating a mobile solution, then this pane appears Mobile Solution Design. Task Properties This pane is where you set properties for each individual task in the Design pane. Simulator Check the basic look, flow, and syntax of a Solution Composer project. This feature is available for printer solutions only. Solution Packages Solution Composer projects are deployed as solution packages. These packages can be installed on printers running the Solution Composer Agent or on mobile devices running the Mobile Capture application. Solution Composer Agent Use this embedded application to install and run printer solutions built using Solution Composer. Solution Composer Agent is a licensed application. For more information, see Licensing Solution Composer Agent on page 37. Mobile Capture Use this mobile application to install and run custom solutions built using Solution Composer. All custom solutions installed on a mobile device are accessed from the Mobile Capture application. Mobile Capture is a free application available through the itunes Store or Google Play. However, you need a license to create mobile solutions on Solution Composer. You can build solutions in Solution Composer using the following process: 1 Adding tasks 2 Configuring the properties for each task 3 Validating the solution (optional) 4 Simulating the solution to check its overall flow (optional and for printer solutions only) 5 Deploying the solution to an enabled printer or mobile device (includes naming and configuring solution properties)

5 Overview 5 System recommendations Solution Composer runs best on a system that includes: Windows 8.1, Windows 8, Windows 7, or Windows XP SP3 Java version 1.6 or later 1GB or more of RAM 1.8GHz or faster processor PDF reader (for Help files)

6 Building custom solutions 6 Building custom solutions Getting started Understanding the Task Library There are two broad types of tasks: actions and prompts. Together they form the basis for all solutions built using Solution Composer. Activities like saving scanned files to a network location (a printer action), capturing an image (a mobile device action), and requiring users to make a selection from a list of options (a prompt) create the workflow for each solution. Actions represent activity on the part of the printer or mobile device, while prompts represent activity on the part of the user. Specifically, printer actions save or send files to locations such as e mail addresses, FTP destinations, and network folders. Mobile device actions capture and access information, process and manipulate images, and send files to locations such as e mail addresses and print destinations. Prompts require input from users or deliver messages to them through the printer or mobile device display. The tasks available in the Task Library are different depending on whether you are building a printer solution or a mobile solution. To view the Task Library for printer solutions, do either of the following: Click File > New > Printer. From the toolbar, click the arrow to the right of, and then select Printer. To view the Task Library for mobile solutions, do either of the following: Click File > New > Mobile. From the toolbar, click the arrow to the right of, and then select Mobile. Note: You need a license to enable Mobile when creating solutions on the Solution Composer. You can purchase a license from your solutions provider. For information on adding the license, see Adding a license to create mobile solutions on page 10.

7 Building custom solutions 7 User Prompts tasks and their descriptions Printer Message Show a message on the printer display and requires no user input. Multiple Choice Prompt users to select from a list of options. Multiple Choice prompt is also used as a source for the Branch task. Numeric Entry Prompt users to enter a numeric value, such as a PIN. Text Entry Prompt users to type a text string, such as a user name. Mobile Barcode Reader Prompt users to use the mobile device camera to read a bar code or Quick Response (QR) code. Checkbox Prompt users to decide between on or off. Date Prompt users to select a date from a calendar. Location Prompt the mobile device to retrieve its current location using the Global Positioning System (GPS). Message Show a message on the mobile device display and requires no user input. Multiple Choice Prompt users to select from a list of options. Multiple Choice prompt is also used as a source for the Branch task. Numeric Entry Prompt users to enter a numeric value, such as a PIN. Text Entry Prompt users to type a text string, such as a user name. Time Prompt users to select a time.

8 Building custom solutions 8 Actions tasks and their descriptions Printer Branch Split the printer solution workflow into two or more branches based on user selection from the prior Multiple Choice prompt. Copy Print scanned files at the printer. Multi Send Scan a file once and send the scanned files to multiple destinations. Multi Send supports e mail, fax, FTP, copy, secure e mail, network, Google Docs, LDD, LDIC, and Perceptive Content destinations. Print from Network Print saved files in a specified network location. Scan to E mail Send scanned files to specified e mail addresses. Scan to FTP Save scanned files to a specified FTP destination. Scan to Fax Send scanned files to specified fax destinations. Scan to Google Docs Save scanned files to Google Docs. Scan to LDD Send scanned files to an LDD server. Scan to LDIC Send scanned files to an LDIC server. Scan to Network Save scanned files to a specified network location. Scan to Perceptive Content Send scanned files to a Perceptive Content Server. Scan to Remote Printer Send scanned files to a specified remote printer. Scan to Secure E mail Send scanned files to specified e mail addresses with authentication or encryption. Mobile Advanced Capture Capture images using the device camera or select images from the device gallery with Photo or Receipt mode options. Branch Split the mobile solution workflow into two or more branches based on user selection from the prior Multiple Choice prompt. Capture Capture images using the device camera or select images from the device gallery. E mail Launch the e mail client on the mobile device and sends files to specified e mail addresses. FTP Save files to a specified FTP destination. Form Include multiple tasks in a single form. Users will see all of the tasks in the form on one screen instead of having to touch Next after each individual task. Google Docs Upload Send files to Google Docs. Print Send files to a specified printer on a network. Submit to LDIC Send files to an LDIC Server. Submit to LSP Send files to the LSP Cloud Server. Index Files tasks and their descriptions Printer Index File to FTP Save a custom index file containing user defined content to a specified FTP destination. Index File to Network Save a custom index file containing user defined content to a specified network location. Mobile Index File Save a custom index file containing user defined content on your mobile device. You can then select the index file as document variable for a succeeding e mail or FTP task.

9 Building custom solutions 9 Confirmations tasks and their descriptions Printer E mail Confirmation E mail text, such as a confirmation message, to specified e mail addresses. Print Confirmation Print a page of text, such as a confirmation message, at the printer. Secure E mail Confirmation E mail text, such as a confirmation message, to specified e mail addresses with authentication or encryption. Mobile Confirmations are available for printer solutions only. If you want to create a confirmation e mail for a mobile solution, then add and configure an e mail task without attachments. Putting tasks in order When creating a workflow, arrange tasks in the order in which they are needed in the finished solution. For example, when building a printer solution, if you want to include a Text Entry user prompt asking users to log in, and then use that text entry as a variable for the Username property for a Scan to FTP task, then the Text Entry user prompt must appear before the Scan to FTP task in the workflow. There are two ways to arrange tasks: Plan the flow of actions and prompts in advance, and then add them to the workflow in order (in the Design pane). Click and drag workflow tasks already inside the Design pane to arrange them as needed. Configuring task properties The Task Properties pane is used to configure various attributes for each task you add to a workflow. Configuring task properties may involve filling in a text field, selecting options from a drop down menu, or inserting predefined variables. The Task Properties pane consists of the following data input options: Text boxes Single line text boxes Specify values in these boxes by clicking anywhere in the text field and typing. Multi line text boxes Specify values in these boxes by clicking the ellipsis button and then typing text in the dialog that appears. Note: Text boxes can also be populated with one or more variables. These variables can be inserted by themselves or embedded within text. For more information about using variables, see the following section. Drop down boxes These boxes contain a set of choices specific to a particular field. Check boxes Select these boxes to enable a specific feature. Clear the boxes to make the feature unavailable. Numeric entry boxes Allow customized numeric entries. Asterisks indicate required fields. Solutions cannot be deployed until all required fields have been populated. However, you can save solutions without populating all required fields. Using variables Variables can be added to any task property field where text can be typed. Variables represent data that is dynamically updated based on conditions at the time a solution is run. For example, when building a printer solution, if you select a system variable such as Printer IP Address or Date and Time HH_mm_ss, then that information is gathered from the printer when the solution is run.

10 Building custom solutions 10 Variables can also come from previously added workflow tasks, such as a user prompt. For example, when building a printer solution, if you add a Text Entry user prompt to the workflow asking users to enter their login credentials, then the Response variable from that Text Entry prompt can be selected as a variable for the Username property in a Scan to FTP task. When building a mobile solution, if you add a Text Entry user prompt to the workflow asking users to enter an e mail address, then the Response variable from that Text Entry prompt can be selected as a variable for the To property in an e mail task. To see the list of variables available for a particular property, do either of the following: Click inside the text entry field for that property, and then click { } on the Task Properties toolbar. Right click inside the text entry field for the property, and then select Insert Variable. Click the ellipsis button next to a field to open the multi line text box, and then select the variables from the Variable Selection section by double clicking it. For a complete list of the printer solution variables available in Solution Composer, see Printer solution variable definitions on page 83. For a complete list of the mobile solution variables available in Solution Composer, see Mobile solution variable definitions on page 108. Adding a license to create mobile solutions To create mobile solutions, purchase a license from your solutions provider. Add the license to Solution Composer from the License Management dialog. 1 From the menu bar, click Tools > License Management. 2 Browse for the license file, and then apply the changes. Exporting solution configurations 1 Open a Web browser, and then type the printer IP address. Note: View the IP address in the TCP/IP section of the Network/Ports menu. 2 Click Settings or Configuration. 3 Select Import/Export > Export Embedded Solutions Settings File. 4 Follow the instructions on the computer screen. Note: Repeat step 1 through step 4 for every new workflow. Adding a bar code template Add bar codes to Solution Composer from the Bar Code Template Management dialog. For more information on how to create and manage bar code templates, see the Bar Code Discovery Administrator s Guide. Before you begin, make sure to export the solution configurations. 1 From the menu bar of Solution Composer, click Tools > Bar Code Template Management. 2 Browse for the solution configuration, and then apply the changes. Note: Reload the workflow to retrieve the bar code template.

11 Building custom solutions 11 Step 1: Creating a new project and adding tasks and branches 1 To create a new project, do one of the following: Click File > New > Printer or Mobile depending on the type of solution you want to build. From the toolbar, click the arrow to the right of of solution you want to build., and then select Printer or Mobile depending on the type From the toolbar, click. The solution panes that appear (whether for printer or mobile) depend on the last solution you have created. 2 From the Task Library pane, select one of the four task categories, and then double click a task icon, or click and drag it into the Design pane. 3 In the text box below the task icon, type a descriptive name for the task (optional). Task names are for reference only and do not affect the workflow. You can rename a task in the Design pane by double clicking its name and then typing a new name. 4 From the Task Properties pane, configure the properties for the task. To access the properties for a task, click its icon in the Design pane. For a comprehensive list of the properties available for each printer solution task, see Printer solution task properties on page 38. For a comprehensive list of the properties available for each mobile solution task, see Mobile solution task properties on page 98. If you add a new task to the workflow before correctly configuring the required properties of an existing task, then appears next to the existing task. Mouse over the task icon to show a dialog listing the configuration problems. Deleting tasks from a workflow From the Design pane, do either of the following: Select the task, and then press Delete on your keyboard. Right click the task, and then select Delete Task.

12 Building custom solutions 12 Adding branches to a workflow Use Branch to split your printer or mobile solution into two or more branches based on a condition, with each branch consisting of one or more tasks. You must have a Multiple Choice prompt in the workflow before you can add a Branch. Only Multiple Choice prompts can be used as source tasks for Branch. In the Multiple Choice prompt, configure the settings to make sure that a selection is required but that multiple selections are not allowed. You can have up to three layers of nested Branch, and you can add up to 10 branches to any nested Branch. The Branch, at any layer, must be the last task in that layer. It cannot return to the previous task flow from which it came. You can no longer add tasks after the Branch action. You will need to add any remaining tasks needed within the branches. 1 From the Task Library pane, click Actions, and then double click Branch or click and drag it into the Design pane. 2 From the Branch Source Selection dialog, select a variable to use in creating branch assignments or conditions. Note: To change your selected variable, click Change Branch Source from the Task Properties pane. 3 Double click Branch in the Design pane, or click on the Branch icon. The Branch editor view appears in the Design pane. By default, the task has two empty branches. Note that Branch 1 is highlighted. This means that Branch 1 is the active design area, and any task you double click from the Task Library will be added to Branch 1. To make another branch the active design area, click the branch you want to make active. 4 To add a new branch, click Add Branch on the upper left corner of the Design pane. You can add up to 10 branches. To provide a custom name for a branch, double click the default branch name (for example, Branch 1 ). To delete a branch, click beside the branch name, and then click Continue. If there are only two branches, then deleting one of them will cause an empty branch to be re-added. A Branch task must contain at least two branches.

13 Building custom solutions 13 5 From the Task Library pane, select a task category, and then do either of the following: Click the branch in the Design pane that you want to add a task to, and then double click a task icon. Click and drag a task icon into any branch in the Design pane. To delete a task from a branch, do either of the following: Select the task, and then press Delete on your keyboard. Right click the task, and then select Delete Task. 6 Continue adding tasks until each branch is populated with a workflow. Note: You can add a Branch task to one or more branches of an existing Branch. You can create up to three layers of nested branches, and the Branch must be the last task within any given branch. 7 In the text box below each task icon in each branch, type a descriptive name for the task (optional). Task names are for reference only and do not affect the workflow. You can rename a task by double clicking its name and then typing a new name. 8 Configure the properties for each task in each branch. Select a task from a branch in the Design pane, and then configure the properties in the Task Properties pane. For a comprehensive list of the properties available for each printer solution task, see Printer solution task properties on page 38. For a comprehensive list of the properties available for each mobile solution task, see Mobile solution task properties on page 98. If you add a new task to a branch before correctly configuring the required properties of an existing task, then appears next to the existing task. Mouse over the task icon to show a dialog listing the configuration problems. 9 After creating workflows for each branch, assign the choices from the Multiple Choice prompt to a branch. a Click the Branch icon. b From the Task Properties pane, under Branch Assignment, click the Unassigned drop down menu on the first condition. c Select the branch where the workflow proceeds to when the choice is selected by the user from the Multiple Choice prompt. d Repeat the steps to assign a branch to every condition or choice in the Multiple Choice prompt. 10 To close the Branch task editor and return to the main Design pane for the solution, click on the Branch icon.

14 Building custom solutions 14 Step 2: Validating solutions (optional) Solution Composer projects are saved and deployed as solution packages. Validating a solution before saving or deploying it is optional, but can help identify errors that need to be corrected while you are still working on the solution. Solutions are automatically checked for errors when they are deployed. 1 With the project open, do one of the following: Click Tools > Validate. From the toolbar, click. 2 From the Validation Summary dialog that appears, take note of any errors, and then click Close. 3 Correct the noted errors. 4 Repeat step 1 through step 3 until the Validation Summary reports No Problems Found. Note: All errors must be corrected before a solution can be deployed. Step 3: Simulating solutions (optional) Before saving or deploying a solution in Solution Composer, you can use Simulate to check the basic look, flow, and syntax of the solution. Simulate can approximate how a solution will look when it is running on a device. It cannot show exactly how the solution will look on a specific device model. You can only simulate printer solutions. Make sure all task properties in your solution are configured correctly before you use Simulate. If you do not configure all required task properties or if properties are configured incorrectly, then you will not be able to simulate the solution or parts of the solution. The simulation will stop as soon as Simulate reaches the first task that contains errors. If certain task property values are not available during the simulation, then an Information not currently available message appears. Simulating printer solutions 1 With the printer solution project open, do one of the following: Click Tools > Simulate. From the toolbar, click. The icon for your solution appears in the Simulator dialog. 2 Click the icon for the solution. 3 Navigate through the screens by clicking Next, Back, or Home, and by responding to user prompts. Use the computer keyboard to type data for prompts that require text input. Passwords are not displayed during simulation. You can view the settings for the task properties on a particular screen by clicking Show details. In the Details pane, you can expand and collapse the lists of task properties for the screen you are viewing. To close the Details pane, click Hide details.

15 Building custom solutions 15 You cannot modify task properties settings from the Details pane. If you want to modify settings, then close the Simulator dialog, and then modify the settings from the Task Properties pane. 4 Click Next on the final screen to return to the home screen. Step 4: Saving projects You can save Solution Composer projects as.lwfs files that can be opened and edited later using Solution Composer. These files represent saved work, not completed solutions, and.lwfs files cannot be deployed to a printer or mobile device. Projects can be saved with or without a password. A generic encryption key is used when saving non password protected projects, but those projects can be opened by any Solution Composer user. To restrict access to a project, save the file using the Save As...With Password option. Saving projects without a password 1 Do one of the following: Click File > Save. From the toolbar, click. 2 Browse to the location where you want to save the file, and then name the file. 3 Click Save. Saving projects with a password 1 Do one of the following: Click File > Save As...With Password. From the toolbar, click the arrow to the right of, and then select Save As...With Password. 2 Browse to the location where you want to save the file, and then name the file. 3 Click Save. 4 Type a password in the dialog, and then click OK. When you attempt to open the file, you will be prompted for this password. Step 5: Deploying solutions Deploying solutions to printers You can deploy valid Solution Composer projects to printers in two different ways: as a saved deploy file or directly to printers from Solution Composer:

16 Building custom solutions 16 Deploying directly to a printer This lets you deploy directly to a printer from within Solution Composer. When deploying directly to a printer, you will need the printer IP address or host name. When deploying to multiple printers, deploy to each one individually. 1 With the printer solution project open, from the File menu, do one of the following: To deploy the solution directly to a printer, click Tools > Deploy Solution to Printer. Note: You can also click on the toolbar. To save the solution as a file that can be installed on printers, click Tools > Deploy Solution to File. 2 If you are deploying the solution directly to a printer, then type the IP address or host name of the destination printer in the Printer Address field of the Deploy Solution to Printer dialog. Note: You can deploy solutions to one printer at a time. Handle multiple printers separately. 3 In the Deploy Solution to Printer or Deploy Solution to File dialog, fill in the following fields: Solution Properties The solution properties define the basic information about a solution both on the printer and from the printer Embedded Web Server. Asterisks indicate required fields. Solutions cannot be deployed until all required fields have been populated. Name Type the name that will appear above the solution icon on the printer home screen. This name will also be used to represent the solution in the list of Installed Solutions on the printer Embedded Web Server. Solutions installed on the same printer should each have a unique name. If you deploy a solution directly to a printer and there is already a solution on the printer with the same name, then the existing solution will be overwritten if the version number of the new solution is greater than or equal to the version number of the installed solution. If you install a solution using the Solution Composer Agent on the Embedded Web Server and there is already a solution on the printer with the same name, then either the existing solution will be overwritten, or the Embedded Web Server will show an error message. If an error message is shown, then uninstall the existing solution before installing the new solution. Version Enter the version number of the solution. Only numbers and periods can be used in the Version field. (Example: 2.0.0). Version numbers cannot start with a period or contain two or more consecutive periods. The version number is used for reference only. An existing version of a solution will be overwritten automatically if another instance with a version number greater than or equal to the existing solution is deployed. Image Click Browse to locate the image that will represent the solution on the printer home screen. Use a PNG, GIF, JPG, or BMP file. Images will be resized to fit the icon automatically.

17 Building custom solutions 17 Solution Composer will use a default icon for the custom solution if no image is specified. Description Type the description that will appear on the solution Information tab on the printer Embedded Web Server. Support Information Because solutions built using Solution Composer may require technical support, fill out the support information completely and correctly. Asterisks indicate required fields. Solutions cannot be deployed until all required fields have been populated. Access Support information from the printer Embedded Web Server by clicking Applications > Solution Composer > [solution name]. Name Type the name of the company responsible for supporting the solution. Phone Enter the phone number of the company responsible for supporting the solution. Website Type the Web site URL of the company responsible for supporting the solution. E mail Type the e mail address of the company responsible for supporting the solution. 4 Click Deploy, and then do one of the following: If you are deploying to a file, then use the Save As dialog to name and save the file to a location of your choice. If you are deploying directly to a printer, then note the status indicator that appears. The status indicator will be followed by a confirmation message stating whether the solution deployed to the printer successfully. Note: The Deploy button will not be enabled until all required fields have been populated and all errors are fixed. Deploying to a file Printer solutions can be saved as.lwfd files that can be installed on printers using the Solution Composer Agent on the printer Embedded Web Server. This is useful if you need to save the solution package to a network location for others to install on multiple printers, or if a network is not available for direct deployment at a particular time, such as when you are working remotely. 1 Open a Web browser, and then type the printer IP address. Note: View the printer IP address from the printer home screen. 2 Click Settings or Configuration, and then do one of the following: Click Apps > Apps Management > Install a New App. Click Device Solutions > Additional Solutions > Install. Click Configuration > Embedded Solutions > Install. 3 Click Browse to locate the.lwfd file that you want to install on the printer, and then click Open. 4 Click Start or Start Install.

18 Building custom solutions 18 Deploying solutions to mobile devices You can deploy valid Solution Composer projects to mobile devices by saving them as.zip files. The files can be e mailed to users who have the Mobile Capture application installed on their mobile device. When users open the e mail from their mobile device and touch an attached solution file, the solution automatically becomes available for them to use in the Mobile Capture application. The user can also specify an expiration date. 1 With the mobile solution project open, from the File menu, do either of the following: Click Tools > Deploy Solution to File. From the toolbar, click. 2 In the Deploy Solution to File dialog, fill in the following fields: Solution Properties Asterisks indicate required fields. Solutions cannot be deployed until all required fields have been populated. Name Type the name that will appear below the solution icon in the Mobile Workflows application. Note: Solutions installed on the same mobile device should each have a unique name. If you deploy a solution to a mobile device and there is already a solution on the device with the same name, then the existing installed solution will be overwritten. Version Enter the version number of the solution. Only numbers and periods can be used in the Version field. (Example: 2.0.0) Version numbers cannot start with a period or contain two or more consecutive periods. The version number is used for reference only. An existing version of a solution will be overwritten automatically if another instance is deployed. Image Click Browse to locate the image that will represent the solution in the Mobile Capture application. Use a PNG, GIF, JPG, or BMP file. Images will be resized to fit the icon automatically. Solution Composer will use a default icon for the custom solution if no image is specified. Description Type a description of the solution. This is optional. Network Restriction Select a network restriction to be applied to the mobile solution. This is optional. Enable Saved Workflow Select the check box to enable Mobile Capture to save a workflow. This is optional. Solution Expiration (optional) Enable Solution Expiration Select the check box to set an expiration for the solution. Select a date for the solution to expire Click the date you want the solution to expire. Use the right arrow to see future months. Solution Expiration Message Type a message to appear when the solution expires. Support Information Note: This feature is not supported in the current version of Mobile Capture.

19 Building custom solutions 19 Because solutions built using Solution Composer may require technical support, enter the following support information completely and correctly. Name Type the name of the company responsible for supporting the solution. Phone Enter the phone number of the company responsible for supporting the solution. Website Type the Web site URL of the company responsible for supporting the solution. E mail Type the e mail address of the company responsible for supporting the solution. 3 Click Deploy, and then use the Save As dialog to name and save the file to a location you want. Note: The Deploy button will not be enabled until all required fields have been populated and all errors have been fixed.

20 Sample printer solutions 20 Sample printer solutions The following two scenarios are designed to demonstrate how Solution Composer might be used to build printer solutions that accomplish real world tasks. For information about specific properties or settings, see Appendix A - Printer solutions on page 37. Scenario 1: Scanning W 4 forms to a corporate FTP site In this scenario, a simple solution is created that enables franchise retail stores to scan W 4 forms for new employees to a corporate FTP site. The solution first scans both sides of the form into a single file, which is then saved to a location on the corporate FTP site using a specified file name that users cannot change. After the scan is complete, the solution shows a message on the printer touch screen reminding the user to file the W 4 form in the employee's personnel file. For step by step instructions on creating a Solution Composer project, see Building custom solutions on page 6. For a comprehensive list of the printer solution task properties and variables available in Solution Composer, see Appendix A - Printer solutions on page 37. Building the solution in Solution Composer 1 To create a new printer solution project, do one of the following: Click File > New > Printer. From the toolbar, click the arrow to the right of, and then select Printer. 2 In the Task Library pane, under User Prompts, double click Message or click and drag it into the Design pane, and then give it a descriptive name, such as Load forms. 3 In the Task Properties pane, click the ellipsis button next to the Message field to open a text entry box. Use the text entry box to instruct users to load the W 4 form onto the scanner glass or into the automatic document feeder. 4 From the Task Library pane, click Actions, double click Scan to FTP or click and drag it into the Design pane below the Message prompt, and then give it a descriptive name, such as Scan document. 5 In the Task Properties pane, do the following: Clear the Prompt at Runtime check box so that users will not be able to change settings when running the solution. Provide the URL and credentials needed to connect to the FTP destination. In the Output section, configure the Scan filename setting: a Type w4_from_mfp_ in the text entry box. b Right click inside the text entry box after the text you entered. c Select Insert Variable to show the Variable Selection dialog.

21 Sample printer solutions 21 d In the Variable Selection dialog, click System Variables > Printer IP Address > OK. e In the Scan filename text entry box, type the _ symbol after the Printer IP Address variable. When you are finished, the contents of the text box should look like w4_from_mfp_system Variables.Printer IP Address_. When documents are scanned to the corporate FTP destination using this solution, file names will reflect the IP address of the printer from which they were sent. The resulting file name will look something like w4_from_mfp_ _2012_01_30_10_33_26_050.pdf. In the Scan Settings (Basic) section, select Duplex in the Original Sides (2 Sided) field. 6 From the Task Library pane, click User Prompts, click and drag Message into the Design pane below the Scan to FTP action, and then give it a descriptive name, such as File completed forms. 7 In the Task Properties pane, use the Message field to remind users to file the W 4 form properly after scanning. 8 Check the solution for errors by doing one of the following: Click Tools > Validate. From the toolbar, click. 9 Take note of any errors reported in the Validation Summary dialog, correct the errors, and then validate again. 10 After validating, check the overall flow of the solution by doing one of the following: Click Tools > Simulate. From the toolbar, click. 11 Do one of the following: Use the Deploy Solution to File option on the Tools menu to set solution properties and support information, save the solution file, and then send the file to individual stores with instructions for installing the solution on printers running the Solution Composer Agent. Use the Deploy Solution to Device option on the Tools menu to set solution properties and support information, and then install the solution on printers running the Solution Composer Agent. To deploy directly to printers, you must be on the same network as the target printers, and you will need the IP address or host name of each printer. What users see when using the solution 1 From the printer home screen, the user touches the icon for the solution. 2 The printer prompts the user to load the W 4 form onto the scanner glass or into the automatic document feeder. 3 The user loads the document, and then touches Next. 4 The printer shows a message while it scans the document to the appropriate FTP folder. 5 The printer shows the custom message reminding the user to file the W 4 form in the employee's folder. 6 The user touches Next and returns to the printer home screen.

22 Sample printer solutions 22 Scenario 2: Submitting loan applications and sending e mail confirmations In this scenario, a more complex solution is created that prompts users to select the type of bank loan they want to apply for, scans the necessary document requirements to a specified network location, and then sends an e mail confirmation to a specified e mail address. Such a scenario could be used by banks or loan companies that require applicants to scan different sets of documents and send them to different locations on the network depending on their type of loan. This solution will use the branching task. For step by step instructions on creating a Solution Composer project, see Building custom solutions on page 6. For a comprehensive list of the printer solution task properties and variables available in Solution Composer, see Appendix A - Printer solutions on page 37. Creating user prompts 1 Create a new printer solution project. 2 In the Task Library pane, under User Prompts, double click Message or click and drag it into the Design pane, and then give it a descriptive name, such as Welcome screen. 3 In the Task Properties pane, do the following: a In the Title field, type Loan Application. b c Click the ellipsis button beside the Message field. From the Message dialog, type a welcome message, and then click OK. From the Justify drop down menu, make sure Center is selected. 4 In the Task Library pane, under User Prompts, double click Text Entry or click and drag it into the Design pane, and then give it a descriptive name, such as Name. 5 In the Task Properties pane, do the following: a In the Prompt field, type Enter full name:. b c In the Error Msg field, click <Use Printer Setting> to activate the ellipsis button, and then click the ellipsis button. From the Error Msg dialog, type Please enter your full name., and then click OK. From the Restrictions section, make sure the Text Visible check box is selected. d Specify Min Length to 1. e Specify Max Length to In the Task Library pane, under User Prompts, double click Numeric Entry or click and drag it into the Design pane, and then give it a descriptive name, such as Age. 7 In the Task Properties pane, do the following: a In the Prompt field, type Enter your age:. b c In the Error Msg field, click <Use Printer Setting> to activate the ellipsis button, and then click the ellipsis button. From the Error Msg dialog, type Reminder: Loan applicants should be between 18 to 60 years old to qualify for a bank loan., and then click OK. From the Restrictions section, make sure the Text Visible check box is selected.

23 Sample printer solutions 23 d Specify Min Value to 18. e Specify Max Value to In the Task Library pane, under User Prompts, double click Text Entry or click and drag it into the Design pane, and then give it a descriptive name, such as E mail. 9 In the Task Properties pane, do the following: a b c d In the Prompt field, type Enter your e mail address:. In the Error Msg field, click <Use Printer Setting> to activate the ellipsis button, and then click the ellipsis button. From the Error Msg dialog, type Please enter a valid e mail address., and then click OK. Click the ellipsis button beside the Help Text field. From the Help Text dialog, type We will be sending you e mails regarding the status of your loan., and then click OK. From the Restrictions section, make sure the Text Visible check box is selected. e Specify Min Length to 1. f Leave the Max Length field to use the printer settings. Adding branches 1 In the Task Library pane, under User Prompts, double click Multiple Choice or click and drag it into the Design pane, and then give it a descriptive name, such as Loan Type. 2 In the Task Properties pane, do the following: Use the Prompt field to instruct users to select the type of loan they want to avail. Click the ellipsis button next to the Choices field to show the Choices dialog. Create loan types from which users can select choices. a In the Choices dialog, click Add. b Type Home Loan in the Label field. The Value field is automatically populated with this label. c Click Add. d Type Car Loan in the Label field of the second entry. e Click Add. f Type Personal Loan in the Label field of the third entry. g Verify that the Allow multiple selections check box is cleared. h Click OK to save the list and return to the main window for this task. Verify that the Selection Required check box is selected. 3 In the Task Library pane, click Actions, double click Branch or click and drag it into the Design pane below the Multiple Choice prompt. 4 From the Branch Source Selection dialog that appears, select Selected Option Label, and then click OK. 5 Give the Branch task a descriptive name, such as Submit requirements. 6 Double click the Branch task in the Design Pane, or click the on the Branch icon to open the Branch task editor view. 7 Click Add Branch on the upper right corner to add one more branch to the existing two branches 8 Double click the Branch ( 1 ) label, and then give the branch a descriptive name, such as Home Loan.

24 Sample printer solutions 24 9 Create a task flow for the Home Loan branch. a b c d e f g h i In the Task Library pane, under User Prompts, double click Message or click and drag it into the Design pane, and then give it a descriptive name, such as Home Loan Requirements. In the Task Properties pane, do the following: 1 In the Title field, type Home Loan Requirements. 2 Click the ellipsis button beside the Message field. From the Message dialog, type the documents that the user needs to scan, such as company ID or certificate of employment, and then click OK. 3 From the Justify drop down menu, select Center. In the Task Library pane, under Actions, double click Scan to Network or click and drag it into the Design pane, and then give it a descriptive name, such as Scan to Network. In the Task Properties pane, do the following: Select the Prompt at Runtime check box. Provide the URL and credentials needed to connect to the network destination. In the Output section, configure the Scan file name setting: 1 Right click inside the text entry box, and the select Insert Variable to show the Variable Selection dialog. 2 In the Variable Selection dialog, click Loan Type > Selected Option Label > OK. 3 In the Scan file name text entry box, type the _ symbol after the Selected Option Label variable. 4 Right click inside the text entry box again, and the select Insert Variable to show the Variable Selection dialog. 5 In the Variable Selection dialog, click Name > Response > OK. When you are finished, the contents of the text box should look like Loan Type.Selected Option Label_Name.Response. When a document is scanned to the network destination using this workflow, the file name will include the type of loan (as selected by the user) and the name of the applicant (as typed by the user). Verify that the Overwrite existing file check box is selected. Verify that the Append timestamp check box is selected. In the Task Library pane, under Confirmations, double click E mail Confirmation or click and drag it into the Design pane, and then give it a descriptive name, such as Confirmation. In the Task Properties pane, do the following: 1 Click the ellipsis button beside the To field. 2 Click Insert Variable > E mail > Response > OK > OK. 3 Click the ellipsis button beside the Cc field, and then type e mail addresses that you also want to send a copy of the confirmation e mail. 4 In the From field, click <Use Printer Setting>, and then specify an e mail address that you want to appear as sender in the confirmation e mail. 5 In the Subject field, click <Use Printer Setting>, and then type Home Loan Application Received. 6 In the Message field, click <Use Printer Setting>, and then click the ellipsis button. In the Message dialog, type an e mail message that confirms receipt of the loan application, and then click OK. In the Task Library pane, under User Prompts, double click Message or click and drag it into the Design pane, and give it a descriptive name, such as Thank you. Click the ellipsis button beside the Message field. In the Message dialog, type We will contact you as soon as your application has been approved. Thank you for availing our loan program. In the Justify drop down menu, select Center.

25 Sample printer solutions Click the second branch, and give it a descriptive name, such as Car Loan. Create a task flow similar to the first branch, and configure the tasks for car loan applications. 11 After completing the second branch, click the third branch, and give it a descriptive name, such as Personal Loan. Create a task flow similar to the other branches, and configure the tasks for personal loan applications. 12 Assign the branches to the Multiple Choice options. a Click the main Branch. b In the Task Properties pane, assign a multiple choice option to a branch. 1 Under Branch Assignment, in the first box with Home Loan as the Selected Option Value, click the Unassigned drop down menu, and then select Home Loan. If users select Home Loan in the Multiple Choice prompt, then the solution executes the series of tasks in the Home Loan branch. 2 In the second box with Car Loan as the Selected Option Value, click the Unassigned drop down menu, and then select Car Loan. If users select Car Loan in the Multiple Choice prompt, then the solution executes the series of tasks in the Car Loan branch. 3 In the third box with Personal Loan as the Selected Option Value, click the Unassigned drop down menu, and then select Personal Loan. If users select Personal Loan in the Multiple Choice prompt, then the solution executes the series of tasks in the Personal Loan branch. Validate and deploy the solution 1 Check the solution for errors by doing either of the following: Click Tools > Validate. From the toolbar, click. 2 Take note of any errors reported in the Validation Summary dialog, correct the errors, and then validate again. 3 After validating, check the overall flow of the solution by doing either of the following: Click Tools > Simulate. From the toolbar, click. 4 Do either of the following: Use the Deploy Solution to File option on the Tools menu to set solution properties and support information, save the solution file, and then send the file to individual stores with instructions for installing the solution on printers running the Solution Composer Agent. Use the Deploy Solution to Device option on the Tools menu to set solution properties and support information, and then install the solution on printers running the Solution Composer Agent. To deploy directly to printers, you must be on the same network as the target printers, and you will need the IP address or host name of each printer. What users see when using the solution 1 From the printer home screen, the user touches the icon for the solution. 2 A welcome message appears. The user then touches Next. 3 The printer prompts the user to type the name. The user types the name using the touchscreen keyboard, and then touches Next.

26 Sample printer solutions 26 4 The printer prompts the user to enter the age. The user enters the age using the numeric keypad, and then touches Next. 5 The printer prompts the user to type the e mail address. The user type the e mail address using the touchscreen keyboard, and then touches Next. 6 The printer prompts the user to select the type of loan that they want to apply for. The user makes a selection, and then touches Next. 7 The printer prompts the user to load the specified documents onto the scanner glass or into the automatic document feeder. 8 The user loads the document, and then touches Next. 9 The printer shows a message while the scan file is being saved to the network destination. 10 The printer shows a message while the e mail confirmation is sent to the e mail address specified earlier. 11 The printer shows an acknowledgement message. 12 The user clicks Next to return to the printer home screen.