HP DSS 5 User Manual
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9.The Microsoft SQL Server 2008 Setup Progress screen displays the installation progress for the SQL server. The DSS install program will install the IRIS OCR engine, an instance of SQL Server (unless an external database is to be used), and then the DSS software itself. If the install program detects that some necessary OS components are missing, such as .NET 3.5, it will also install those components. Figure 3-12 Software Installation – SQL Server setup progress screen (9 of 11) 10.The Installing HP Digital Sending Software 5.0 screen shows the progress of the software installation. Figure 3-13 Software Installation – installation progress screen (10 of 11) ENWWInstallation 43

11.When the installation completes, the InstallShield Wizard Completed screen appears. Based on your configuration and the options installed, a reboot of the DSS server might be required. Click the Launch HP Digital Sending Software 5.0 check box to launch the software when the installer closes. Click the Show me the readme file check box if you want to see the product readme file when the installer closes. Click the Show the Windows Installer log check box to view the Windows log file for the installation. Click Finish to complete the installation. Figure 3-14 Software Installation – installation complete screen (11 of 11) 44 Chapter 3 Installation and configuration ENWW

Configuration The HP Digital Sending Software (DSS) executes as a Windows service and allows users to scan documents at DSS-enabled devices, and send the scanned images to various types of destinations (such as e‑mail, fax and folder). This software package includes a Configuration Utility that allows you to set up DSS features in a way that works best in your environment. Each DSS feature must be configured before it is available for use on DSS-enabled devices. Most DSS functions require some configuration of settings within the DSS service as well as settings within devices managed by DSS to operate as desired. The Configuration utility is used to configure both service settings and device settings. If you have groups of devices that will share settings, using templates can help with configuration of device settings. This section contains the following topics: ● Configuration Utility ● Licensing ● Backup and Restore ● Device management ● Authentication ● General Device configuration ● Send to Folder ● Send to E‑mail ● Send to Fax ● Send to Workflows ● Addressing ● DSS templates ● External Database Configuration Configuration Utility The Configuration Utility manages settings that apply across all DSS-enabled devices, such as an e‑mail server and Authentication method, and also settings that apply to specific devices. The Configuration Utility has several display elements to assist you in knowing what data is required to make DSS features available on devices. ENWWConfiguration 45

Figure 3-15 Configuration Utility elements Table 3-6 Configuration Utility elements Callout Component Description 1Exclamation pointAn exclamation point (!) next to the name of a tab indicates that required data for that feature has not been supplied, or that some data is invalid. If an exclamation point exists on any tab you must navigate to that tab and change the settings so that the exclamation point is removed. There will be a blue field at the top of the dialog explaining what needs to be changed, and the fields that require change in the dialog will be surrounded with a blue border. DO NOT try to apply settings until all exclamation points are removed. 2AsteriskAn asterisk (*) next to the name of a tab indicates that data has been entered, but not yet applied. The Apply button must be clicked in order to save the settings. 3OutlineRequired data is highlighted with an outline around the necessary setting. In this diagram the Name and UNC Folder Path settings are highlighted to indicate that those are required. Licensing This section contains the following topics: ● Add licenses ● Remove licenses ● Auto-generated licenses Add licenses 1.In the DSS Configuration Utility, click the General tab. 46 Chapter 3 Installation and configuration ENWW

Figure 3-16 General tab – DSS Configuration Utility 2.In the Licenses section, click Add.... The Add License dialog box appears. Figure 3-17 Add License dialog box 3.Type in the 20-digit license key code for the license you are installing, and then click OK. 4.The new license appears in the Licenses list and the Seats field updates to reflect the additional seats provided by this license. Remove licenses In rare instances it is necessary to remove licenses from the DSS server. One condition that would prompt license removal from a DSS server would be to install those licenses on a new DSS server. 1.In the DSS Configuration Utility, click the General tab. ENWWConfiguration 47

Figure 3-18 General tab – DSS Configuration Utility 2.In the Licenses section, click the license you want to remove, and then click Remove. 3.The license is removed from the Licenses list and the Seats field updates to reflect the current number of seats provided by any remaining licenses. NOTE:If by removing a license, your total number of seats falls below the number of devices you currently have configured for Digital Sending features, you will be required to remove devices from the Device List on the Device Configuration tab to match the number of remaining sets available. Auto-generated licenses The HP LaserJet 9200c and 9250c devices auto-generate a license for use in DSS. This means that no additional license seat is required for these devices. Once these devices are managed by DSS, they will automatically generate a license that shows up in the DSS Configuration Utility. 48 Chapter 3 Installation and configuration ENWW

Backup and Restore Backup Figure 3-19 DSS Backup Click the Backup button on the General tab of the Configuration Utility to reveal the DSS backup dialog box. The DSS Backup backs up DSS data stored on the DSS server. The DSS Backup does not include data which is stored on the devices themselves. When a device is opened for configuration via the Device Configuration tab of the CU, DSS displays device data that is not backed up. When performing a DSS backup, all of the server data is collected; users cannot back up a portion of the DSS data. However, when restoring data from a backup file, an administrator can select which data to restore. Restoring all of the data at the same time is not a requirement. By default, DSS assumes backup files will be encrypted. Encrypted backup files contain passwords that are stored in DSS. Passwords can exist in many places in DSS including (but not limited to): ●Credentials for SMTP server authentication ●Credentials for LDAP server access for authentication or addressing ●Credentials for folder access in Send to Folder, Send to Workflow, or Send to LanFax Administrators must provide an encryption key for encrypted backup files. Administrators must remember this key. DSS prompts administrators for it when attempting a Restore from this backup file. If the backup is not encrypted, the file will not contain passwords and will be stored in an xml format. This may be useful in some circumstances (for example, when debugging some error conditions). In general, HP strongly suggests encrypting back up files. Encryption strengthens security and saves the administrator from having to remember and re-enter passwords after a Restore. ENWWConfiguration 49

Restore Figure 3-20 DSS Restore Administrators may access the Restore functionality in the CU by selecting the Restore button in the General tab. The Restore function first prompts the administrator to select a DSS backup file from the file system. The DSS Restore dialog box appears when the administrator selects a backup file. Administrators must provide an encryption key for encrypted backup files. This is the same encryption key provided at the time the backup file was created. By default, the Restore feature assumes that all data in the backup file will be restored. However, administrators can restore selected portions of data by clicking the Selective Restore radio button, then selecting the check boxes beside the desired data items. By default, the Restore function replaces the data currently on the DSS server with the data from the backup file. For some types of data, those for which there are lists of items, administrators can configure Restore to merge the data currently on the system with data from the backup file. Select the checkbox next to the desired data type to merge data in the Merge Settings area of the Restore dialog box. Restore resolves duplicates by renaming one of them when merging settings. For example: if the current DSS server and the DSS backup file each contain a folder named FOLDER X, then the item from the backup file will be renamed FOLDER X(2) when it is restored. Device management The Device Configuration tab on the Configuration Utility specifies which devices are using the DSS service and also provides an interface for customizing DSS features for specific devices. 50 Chapter 3 Installation and configuration ENWW

Figure 3-21 Device Configuration tab 12 3456 1110987 The Device Configuration tab contains the following elements. Table 3-7 Device Configuration tab Callout Component Description 1Group ListUse this list to organize the devices using the DSS service. ●Add Group. Click to create a new group. ●Remove Group. Click to remove a group. ●Rename. Click to change a group name. ENWWConfiguration 51

Table 3-7 Device Configuration tab (continued) Callout Component Description 2Device ListThis list shows the individual devices using the DSS service as well as the features that are enabled or not enabled on each device. The Device List contains the following headings: ●Status ●Name ●Send to E‑mail icon ●Send to Fax icon ●Send to folder icon ●Workflow icon ●Authentication icon ●Addressing icon ●Model ●IP Address ●Hostname (will be blank if the device has been added by IP address) ●Description ●Firmware 3Add DeviceClick to connect a new device to the DSS service. Once added, the device will appear in the Device List. 4Remove DeviceClick to select a device from the list, then click this button to remove the device. 5Device Sign-inClick this button to enter in a default set of credentials that can be used for communicating with FutureSmart devices that have their EWS password enabled. 6Total DevicesDisplays the total number of devices in the Device List. 7ExportSaves, to a .csv file, the list of devices managed by DSS. 8ImportImports, from a .csv file, a list of devices that will be added to any devices currently in the device list. 9Create TemplateSelect a device in the list and then click the Create Template button to create a template of device settings that match the settings in the selected device. 10Configure DeviceClick to select the device you want to configure, then use the sub-tabs to configure DSS features for the selected device. 11ApplyClick this button to save changes made on this tab. Add and remove devices Add a device 1.On the DSS server, open the Configuration Utility, and then click the Device Configuration tab. 52 Chapter 3 Installation and configuration ENWW