HP DSS 5 User Manual

							Configure the Device
Figure 3-31  Authentication subtab – Configure Devices tab set
The Authentication subtab on the Configure Devices tab set contains the following elements.
Table 3-11  Authentication subtab — Configure Devices tab set
Callout Component Description
1Sign In and Permission
PoliciesRequires Sign-In: To require that a user must sign-in to use a feature in the
device, check the Requires Sign In checkbox in that feature's row.
Sign In method: In the Sign-In Method drop down list, select the
authentication agent to use for sign-in for that feature.
Authentication agents are software that collect the user's sign-in credentials
and authenticate those credentials against the appropriate authority. The
device firmware has built into it two different possible authentication agents
to choose from, one for Windows authentication and the second for LDAP
authentication.
DSS can also act as an authentication agent (if it was configured to work
that way when configuring the Authentication tab in the DSS service) and
can be chosen from the drop down menu as one of the selections when a
device is managed by DSS. It is also possible that other, 3rd party,
authentication agents will be available to choose from if they have been
installed on this device. Some popular 3rd party agents are HP Access
Control and Safecom.
2AuthenticationAdd the following information to enable authentication.
●Default domain
General Device configuration
This section contains information about some of the more general sub-tabs available on the
Configure Devices tab set in the Configuration Utility. Use this tab set to configure individual DSS-
enabled devices. The following tabs are included in this section:
●
General subtab
●
Addressing subtab
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							●Log subtab
●
Preferences subtab
For information about the remaining tabs, see the following topics:
●
Table 3-11 Authentication subtab — Configure Devices tab set on page 63
●Fax subtab — 
Configure the Device on page 78
●
Table 3-18 Send to Workflows subtab – Configure Devices tab set on page 89
General subtab
Figure 3-32  General subtab in the Configure Devices tab set
1
The General subtab in the Configure Devices tab set contains the following elements.
Table 3-12  General subtab on the Configure Devices tab set
Callout Component Description
1Administrator InformationThe General tab allows you to configure settings common to all the Digital
Sending features supported on the device.
The device displays the Administrator Contact Information when an error
occurs that requires administrator intervention.
●In the Name edit box, enter the name of the person responsible for
maintaining the Digital Sending features of this device.
●In the E‑mail Address edit box, enter the e‑mail address of the person
responsible for maintaining the Digital Sending features of this device.
●In the Phone Number (optional) edit box, optionally enter the phone
number of the person responsible for maintaining the Digital Sending
features of this device.
●In the Location (optional) edit box, optionally enter the physical
location of the person responsible for maintaining the Digital Sending
features of this device.
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							Addressing subtab
Figure 3-33  Addressing subtab on the Device Configuration tab set
The Addressing tab is used to configure a device's ability to get address information directly from an
LDAP server, without the use of DSS. This direct device addressing can be used whether or not DSS
LDAP replication is enabled. Any addresses collected directly by the device will be merged with
addresses from DSS address books for the user to select from at the control panel.
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							Log subtab
The Log subtab on the Configure Device tab set displays the job log information for jobs sent from
that device.
Figure 3-34  Log subtab in the Configure Devices tab set
Preferences subtab
The Preferences subtab is only available on pre-FutureSmart devices.
Figure 3-35  Preferences subtab in the Configure Devices tab set
1
2
The Preferences subtab contains the following controls.
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							Table 3-13  Preferences subtab on the Configure Devices tab set
Callout Component Description
1Default Scanner SettingsUse Default Scanner Settings to set the default settings for document size,
expected page content, and duplexing:
●Original Size
●Optimize Text/Picture
●Original Sides
NOTE:On FutureSmart devices these settings are set individually for
each send feature – e-mail, fax, folder, and workflow. On pre-FutureSmart
devices these settings are set once and apply globally to 
all the send
features.
2TimeoutsUse the controls in the Time-outs group box to control the delay before the
device returns to its default digital-send settings. The following options are
available to control the auto settings resets:
NOTE:These specific time-outs do not exist for FutureSmart devices.
●Immediate reset to defaults
●Delay reset to defaults
●Number of seconds combo box – choose from 1 to 30 seconds.
Send to Folder
The Digital Sending features of the device can send scanned documents directly to a network folder,
transforming paper-based information into digital images that can be shared, stored, or edited.
Configure DSS
Use the Configuration Utility Send to Folder tab to set up the Send to Folder feature and select
network folders to send to.
Figure 3-36  The Send to Folder tab
1
2
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							Table 3-14  Send to Folder tab
Callout Component Description
1Predefined foldersThe Predefined folders list shows the folders as they are added to the DSS
service. These folders are available at the device. The Display name, UNC
Folder path, and Credentials for each folder are listed here.
The following controls are also available for configuring the folders.
●Add. Click to add a new folder
●Edit. Click to edit settings for the selected folder.
●Copy. Click to copy a folder.
●Remove. Click to remove a folder from the list of available folders.
●Test. Click to test folder settings.
2Credentials to Access
Public FoldersUse the Credentials to Access Public Folders to define a common set of
service credentials that can be used for Windows folder access. When
defining a folder destination, then these credentials can be configured to be
what DSS uses for folder access rights.
●Username. Type in the username.
●Password. Type in the password.
●Domain. Type in the domain.
To configure the Send to Folder feature
1.On the DSS server, open the Configuration Utility, and then click the Send to Folder tab.
2.Select the Enable Send to Folder check box.
3.Click Add… to add a new folder. The Predefined Folder dialog box appears.
4.Type a name and description for the folder into the Name and Description text boxes. The name
and description appear on the device control-panel interface.
5.Click to select one of the following folder types:
NOTE:Supported operating systems for folder destinations are CIFS/SMB-compliant file
systems.
●Save to a standard shared network folder..
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							Figure 3-37  Add a Predefined Folder screen
1.Click the Add button to open the Add Network Folder Path screen.
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							Figure 3-38  Add Network Folder Path screen
2.Click the Browse button to select a folder path.
3.Select the credentials that should be used to gain access to the folder in the
Authentication Settings section. Click to select Use credentials of user to connect after
Sign-in at the control panel to use the credentials of the user when logged into the
device. Or click to select Use common credentials to use the credentials designated in
the Credentials to Access Public Folders section on the Send to Folder tab. Click
Verify Access to test authentication.
4.Click the OK button to save the settings. The new folder(s) is added to the Folder
Destinations list.
●Save to a personal shared folder. This feature will save to a folder path that is stored in an
LDAP attribute. The LDAP attribute is associated with the user name of a signed-in user, so
this feature can only be used when user sign-in is enabled. Type in the name of the LDAP
attribute in which to find the UNC path to the user's folder.
●Create subfolder based upon user name. This feature customizes the path in which data is
stored by appending the signed-in user's name to the provided UNC path for the final
destination path. User sign-is required for send to folder for this feature to be used. If the
Only allow access to user's own Directory checkbox is not checked then the destination
folder will inherit the permissions of its parent. If the Only allow access to user's own
Directory is checked then DSS will modify the folder permissions so that only the user and
administrators will have access.
6.Click the Verify folder access prior to job start check box to ensure the target folder is accessible
before each job.
7.Click OK to save the settings. The new folder is added to the Predefined Folders list.
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							8.Repeat steps 1 through 7 to add more folders.
9.Click the OK button to save the folder settings.
Configure the Device
In the Configuration Utility, use the Send to Folder subtab on the Device Configuration tab set to set
up the Send to Folder feature on the device.
Configure the device to use Send To Folder
1.Click to select the Enable Send to Folder check box on the Send To Folder subtab on the
Configure Devices tab set.
2.To enable options for OCR processing the scanned documents, select an OCR file type from the
Default File Type drop-down menu.
3.For pre-FutureSmart devices managed by DSS, send to folder jobs always flow through DSS.
For FutureSmart devices, the jobs can be configured to flow through DSS or to be sent directly
from the device.
Send to E‑mail
This section contains the following topics:
●
Configuration overview
●
Configure DSS
●
Configure the Device
Configuration overview
The Digital Sending features of the device can send scanned documents directly to e‑mail,
transforming paper-based information into digital images that can be shared, stored, or edited. This
saves the device user from having to first create and save an electronic copy of a hard-copy
document, and then send it via their mail application. This can now all be done in one step at the
device.
Configure DSS
Use the E‑mail tab of the Configuration Utility to configure and organize the SMTP e‑mail servers that
DSS uses to send e‑mail messages.
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							Figure 3-39  E‑mail tab
1
The E‑mail tab contains the following elements.
Table 3-15  E‑mail tab
Callout Component Description
1Outgoing E‑mail Server
(SMTP) Gateway ServerUse the Outgoing E‑mail Server (SMTP) Gateway Server to manage e‑mail
servers for the DSS server. The e‑mail servers are listed here by priority.
Use the up and down arrows to move e‑mail servers up or down in the list.
The following controls are available for configuring the e‑mail servers.
●Add. Click to add a new e‑mail server.
●Edit. Click to edit the settings for an e‑mail server.
●Remove. Click to remove an e‑mail server from the list.
●Test. Click to test an e‑mail server.
Configure the e‑mail feature on DSS
1.On the DSS server, open the Configuration Utility, and then click the E‑mail tab.
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