HP DSS 5 User Manual

							iv.In the Help Text text box, type the help text for the prompt. The help text appears if the
user touches HELP on the device control panel while the prompt is on the screen.
v.Select a setting from the Response Settings drop-down menu. The following table
provides a description of each option.
Table 3-17  Response format options
Format Attributes
String Entry
●The user can type any alphanumeric string.
●Minimum length: 1
●Maximum length: 127
Number Entry
●The user is limited to typing numbers only.
●Decimal places range from 0 to 15
●Minimum Value: 0
●Maximum Value: 4294967295
Selection List
●The user can select from a list of options.
Date
●The user is limited to typing a date value in the form of HH/DD/YYYY. The
date format cannot be changed.
Time
●The user is limited to typing a time value in the form of HH:MM:SS using the
24-hour clock. The time format cannot be changed.
vi.Click to select the User must supply a response check box to require a response to the
prompt.
vii.Click to select the Password Privacy check box to have passwords displayed as
asterisks.
viii.As appropriate, type a default response in the Default Response text box. The
program uses the default response if the user does not provide a response to the
prompt. Specify the Minimum Length and Maximum Length by typing values in the text
boxes.
ix.Click OK to save the prompt settings. The new prompt is added to the Prompts List in
the Add Prompts dialog box.
x.Repeat steps as needed to create more prompts.
c.After creating the new prompts, move any of the available prompts you want in this
metadata file by selecting the prompt and then clicking the right arrow to move it to the
Prompt List. You can change the order the prompt data will appear in the file by using the
up and down arrows to the right of the prompt list.
d.Click OK to accept the new set of prompts. The new prompts appear in the Prompts area of
the Workflow Form dialog box.
Folder
To create a workflow form for a folder destination
1.Click a workflow menu to select it.
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							2.Click Add Form. The Workflow Form dialog box appears.
Figure 3-47  Workflow Form dialog box
3.In the Form Name text box, type a name for the new form. The name must be unique within the
workflow menu.
4.Select Folder from the Destination Type drop-down list.
NOTE:Based on the option selected, the options on the Workflow Form dialog box change.
This procedure applies to the Folder option. See the following sections for instructions for
creating a workflow form for an FTP site or a printer.
5.In the Authentication Settings section, click to select the Use credentials of user to connect after
Sign In at the control panel option to have DSS use the credentials of the user that is logged into
the device. Or click to select the Always use these credentials option.
6.Select the Network Type from the drop-down menu. Type the path for the destination folder in
the Folder Path text box, or browse to select a path. Type in the Windows Domain, Username,
and Password. Click Verify Access to test the credentials.
7.Select a setting from the Image Presets drop-down menu, if needed.
8.Under Scan Settings and File Settings, select the settings for the scanned file. These should be
the settings that the third-party software program that processes the file requires.
9.Configure the metadata settings. See 
Configuring metadata files on page 81.
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							10.Click OK to accept all of the settings on the Workflow Form dialog box. The new form appears in
the workflows list on the Workflows tab.
NOTE:A workflow form can be edited at any time by selecting it, and then clicking Edit.
11.Click Apply to save the new workflow settings.
FTP site
The following instructions describe how to send a workflow document to an FTP site rather than a
network folder.
1.Click a workflow menu to select it.
2.Click Add Form. The Workflow Form dialog box appears.
Figure 3-48  Workflow form for an FTP site
3.In the Form Name text box, type a name for the new form. The name must be unique within the
workflow menu.
4.Select FTP Site in the Destination Type drop-down menu.
5.In the FTP Server text box, type the host name or TCP/IP address of the FTP server.
6.In the FTP Path text box, type in the path to the directory on the FTP server that will hold the
scanned documents.
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							7.In the Authentication Settings section, type in the username and password that are required for
the FTP server.
8.Select a setting from the Image Presets drop-down menu, if needed.
9.Under Scan Settings and File Settings, select the settings for the scanned file. These should be
the settings that the third-party software program that processes the file requires.
10.Configure the metadata settings. See 
Configuring metadata files on page 81.
11.Click OK to accept all of the settings on the Workflow Form dialog box. The new form appears in
the workflows list on the Workflows tab.
NOTE:A workflow form can be edited at any time by selecting it and then clicking Edit.
12.Click Apply to save the new workflow settings.
Printer
The following instructions describe how a workflow form can also be used to send a scanned
document to a network printer to be printed.
1.Click a workflow menu to select it.
2.Click Add Form. The Workflow Form dialog box appears.
Figure 3-49  Workflow form for a printer
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							3.In the Form Name text box, type a name for the new form. The name must be unique within the
workflow menu.
4.Select Printer in the Destination Type drop-down menu.
5.In the Select Printer drop-down menu, select a printer from the list of available network printers.
DSS can only print to printers that are installed and available on the DSS server as seen in the
Windows control panel's printers section.
6.Select one of the option buttons to use the default or custom printer preferences. If custom
printer preferences are selected, click Preferences to set them up.
NOTE:The device user cannot change any of these print settings from the device control
panel.
7.Select a setting from the Image Presets drop-down menu, if needed. Options include Color
Document and Photo.
8.Under Scan Settings, select the settings for the scanned file. These should be the settings that
the third-party software program that processes the file requires.
9.Click OK to save the workflow form.
10.Click Apply to save the settings on the Workflow tab.
NOTE:Metadata files are not available for printer destinations.
Sharepoint®
The following instructions describe how to send a workflow document to a Sharepoint® site rather
than a network folder.
1.Click a workflow menu to select it.
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							2.Click Add Form. The Workflow Form dialog box appears.
Figure 3-50  Workflow Form dialog box
3.In the Form Name text box, type a name for the new form. The name must be unique within the
workflow menu.
4.Select Sharepoint® in the Destination Type drop-down menu.
5.In the Sharepoint® Path field, type the URL path to the Sharepoint® server.
It is typical to get a Sharepoint® destination path by navigating to the Sharepoint® location in a
web browser, and then copying the path. When this is done, the path information is in the form of
a URL that may contain some ASCII equivalents for characters instead of the characters
themselves. A common example is to see "%20" instead of a space character. For example:
http://sharepointname.company.com/folderlevel1%20name1/folderlevel2
URL's must be converted to a form that has the characters in them, not their ASCII equivalents.
Click the Generate Short URL button to perform this conversion. For the example above the
URL will be converted to:
http://sharepointname.company.com/folderlevel1 name1/folderlevel2
6.In the Authentication Settings section, type in the username and password that are required for
the Sharepoint® server.
7.In the Authentication Settings section, click to select the Use credentials of user to connect after
Sign In at the control panel option to have DSS use the credentials of the user that is logged into
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							the device. Or click to select the Always use these credentials option and then type in the
Windows Domain, Username, and Password. Click Verify Access to test the credentials.
8.Select a setting from the Image Presets drop-down menu, if needed.
9.Under Scan Settings and File Settings, select the settings for the scanned file.
10.Configure the metadata settings. See 
Configuring metadata files on page 81.
11.Click OK to accept all of the settings on the Workflow Form dialog box. The new form appears in
the workflows list on the Workflows tab.
NOTE:A workflow form can be edited at any time by selecting it and then clicking Edit.
12.Click Apply to save the new workflow settings.
Configure the Device
The Send to Workflows subtab is shown in the following illustration.
Figure 3-51  Send to Workflows subtab in the Configure Devices tab set
1
2
Table 3-18  Send to Workflows subtab – Configure Devices tab set
Callout Component Description
1Enable Send to WorkflowsClick to select the Enable Send to Workflows check box.
2Workflow GroupSelect a workflow group from the drop-down menu.
Configure the device to use Send To Workflows
1.Click to select the Enable Send to Workflows check box on the Send To Workflows tab on the
Device Configuration tab set.
2.Select a workflow from the Workflow Group drop-down menu.
3.Click Apply.
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							Addressing
This section contains the following topics:
●
Address Book Manager
●
Personal address books
●
Exchange contacts
●
Guest address book
●
Public address book
●
LDAP replication
●
LDAP filters
●
Configure DSS for Windows Active Directory Services
Address Book Manager
Use the Address Book Manager on the Addressing tab to manage the address books for the DSS
service.
Figure 3-52  Address Book Manager
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							Table 3-19  Address Book Manager
Callout Component Description
1DSS Address BooksThe DSS Address Books list shows the address books available to the
devices connected to the DSS server. Click an address book to see the
address book contacts appear in the window to the right. Use the following
controls to configure the address books
●Export. Click to export an address book.
●Delete. Click to delete an address book from the list.
●Import Address Book. Click to import an address book.
2Address Book ContactsThe address book contacts appear in this part of the window. Use the
following controls to manage contacts.
●Refresh. Click to update the contacts list.
●Add Contact. Click to add a contact.
●Add Group. Click to add a group.
●Edit. Click to edit a contact.
●Delete. Click to delete a contact.
●Finish. Click to close the Address Book Manager.
Importing addresses using the Address Book Manager
E‑mail addresses can be imported from the Address Book Manager so that they can be made
available to devices served by DSS. Four types of e‑mail address lists can be imported:
●.CSV
●.HPB
●.LDIF
●Microsoft Exchange
Configuring address books on the Addressing tab
Use the Configuration Utility Addressing tab to configure DSS to make centralized address books
available to digital-sender users.
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							Figure 3-53  The Addressing tab
1
2
3
4
Table 3-20  Addressing tab
Callout Component Description
1Search MethodClick to select Quick Search to find matches beginning with the search
string. Click to select Detailed Search to find matches containing the search
string.
2Personal ContactsThe personal contacts for a user can be retrieved from a Microsoft
Exchange Server if the user has a personal address book (PAB) associated
with his or her user account.
Click to select the Enable Personal Contacts (when users sign into
Windows at the device) check box to enable this feature. Then type in the
Windows Domain, Username, and Password. To test the credentials, type
at least 3 characters into the Test text box, and then click Test.
3LDAP ReplicationClick to select the Enable Network Contacts (use LDAP server) check box,
and then follow the steps below.
●Network Directory Server (LDAP) (Step 1). Use the following controls
to designate the LDAP server.
◦Type the hostname or IP address in the LDAP Server Address
text box or click AutoFind to have DSS find the LDAP server
address.
◦Click to select the Use a secure connection (SSL) check box.
◦Type the port number in the Port text box.
●Server Authentication Requirements (Step 2). Click to select one of the
following options.
◦Server does not require authentication.
◦Server requires authentication.
●LDAP Database Search Settings (Step 3). Use the following controls
to configure the search settings.
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