Sharp Mx M453n Owners Manual
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5-124 SCANNER/INTERNET FAX Contents This section explains metadata delivery, which can be used when the application integration module kit is installed. METADATA DELIVERY (Data Entry) When the application integration module kit is installed and an image file is generated for a scan send transmission, metadata (data indicating the attributes of the image file and how it is to be processed) can be generated based on pre-stored information and transmitted as a separate file. The metadata file is created in XML format. By linking the metadata with applications such as document management software, a workflow application, or an encryption server, a sophisticated document solution environment can be built. Using the application integration module kit, information on a generated image file can be entered at the touch panel and transmitted along with the image as an XML file. METADATA DELIVERY Scan to Desktop Scan to E-mail Scan to FTP Scan to Network FolderClient PC that uses Network Scanner Tool Server Fax server, document management software, workflow application, encryption server, etc. Metadata (XML file) Image file
5-125 SCANNER/INTERNET FAX Contents PREPARATIONS FOR METADATA TRANSMISSION SETTINGS REQUIRED IN THE WEB PAGES All settings related to metadata are configured in the Web pages. (Administrator rights are required.) To configure metadata settings, click [Application Settings] and then [Metadata Settings] in the Web page menu. When configuring settings, be sure to enable metadata transmission. Storing Metadata Sets Store the items (the metadata set) that are written to the XML file that is generated during scanning. Up to 10 metadata items can be configured in a metadata set. A stored metadata set can be selected at the time of transmission. METADATA TRANSMISSION FOR SCAN TO DESKTOP When Network Scanner Tool is used in its factory default configuration, a file will be generated with a new file name on the computer. When Network Scanner Tool is used as a means of sending a metadata file to a third party software application, this setting must be disabled to allow cross referencing between the image file and XML file by means of the file name generated by the computer. (When setting the file name in [Send Settings], to ensure that a previously existing file on a computer is not overwritten by a transmitted file of the same name, be sure to configure the file name so that name duplication cannot occur; for example, by including a unique extension (the date, etc.) in the generated file name. If the file name setting is left blank, the machine will automatically generate a file name that is unique.) Addresses specified in Address Type Allowing Metadata Entry when a metadata set is stored can be selected as transmission destinations at the time of transmission using one-touch keys, manual entry, and/or a global address book search. (Addresses for which metadata entry is not allowed cannot be specified as transmission destinations.) It is recommended that you use Network Scanner Tool to receive metadata. For more information, see the Network Scanner Tool Users Guide (PDF format) on the Sharpdesk/Network Scanner Utilities CD-ROM. For information on the licence agreement and how to use the CD-ROM that accompanies the application integration module, see the separate Sharpdesk licence kit manual. Using third party software applications Various types of third party software applications exist. Some applications can start automatically from Network Scanner Tool and some cannot. When the auto-run function of an application is enabled, Network Scanner Tool will start the application with the .exe command using the file name as a parameter. Normally an application is started twice, once for the image file and once for the XML file. For example, when Network Scanner Tool is set to start the application APP.EXE, the following commands are applied when the two files IMG.TIF and IMG.XML are received. APP.EXE IMG.TIF APP.EXE IMG.XML
5-126 SCANNER/INTERNET FAX Contents TRANSMITTING METADATA Follow the steps below to select a metadata set, enter each item, and perform metadata transmission. 1 Switch to data entry mode and display the metadata set screen. (1) Touch the [Data Entry] tab. (2) Touch the [Metadata Entry] key. If no metadata sets have been stored, the [Data Entry] tab cannot be selected. Store a metadata set in the Web pages and then perform the transmission procedure. If a specific metadata set has been specified as the default set, go to step 3. 2 Select a metadata set. (1) Touch the key of the metadata set that you wish to use. (2) Touch the [OK] key. 3 The keys of the items stored in the metadata set will appear. Touch the key of the item that you want to enter. If you accidentally selected the wrong metadata set or wish to use a different metadata set when a default metadata set has been set, touch the [Metadata Set] key. Touch the [OK] key in the message screen that appears. You will return to the screen of step 1. Metadata items entered to that point will be cancelled. AutoAuto Auto File Quick File Send Settings Address Entry Address Book Data EntryFaxInternet Fax Special Modes Colour Mode File Format Resolution Exposure OriginalScan: Scan Send: 200X200dpi A4 Metadata Entry Address ReviewPDF Mono2 (1) (2) Preview Metadata SetOKCancel Metadata 1 Set Name:Metadata 1 Metadata 2 Metadata 3Metadata 4 Metadata 5Metadata 6 Metadata 7Metadata 8 Metadata 9Metadata 10 (2)(1) Data Entry Set Name:Metadata 1 OKCancelMetadata Set 12 User ID From Name Reply To AccessPassword BillCode1 DocumentPassword
5-127 SCANNER/INTERNET FAX Contents 4 Enter the selected metadata item. (1) Touch the key of the value that you wish to enter. When the entry values of the metadata item are in the form of selections, the selections are shown as keys. When a value is editable, you can touch the [Direct Entry] key to manually enter the value. If the metadata item requires the entry of text, a text entry screen will appear. Enter the required information. (2) Touch the [OK] key. To change the number of keys displayed in the screen, touch the number of displayed items selector key. Select 6, 12, or 18 keys. For the procedure for entering text, see ENTERING TEXT (page 1-70) in 1. BEFORE USING THE MACHINE. 5 When you have finished entering all items, touch the [OK] key. 6 Select image settings and any other settings, and perform the scan send procedure. The procedures for selecting settings and performing transmission are the same as in the other modes. To make changes to entered values, touch the [Metadata Entry] key once again. The entry screen of the selected metadata set will appear. Transmission cannot be performed if the [Data Entry] tab is displayed and no metadata settings have been configured. To perform transmission without sending metadata, switch to a different mode by touching the tab of that mode and then perform transmission. Before configuring metadata settings, you can specify addresses in all modes to be used. After metadata settings have been configured, only addresses in modes that are allowed in the selected metadata set can be specified. When metadata settings have been configured or an address is specified in the [Data Entry] tab, it will not be possible to switch to another mode. Metadata delivery is possible using the document filing function. The [Data Entry] tab appears in the transmission settings screen of document filing mode to allow metadata delivery. In addition, metadata delivery using document filing can be performed in [Document Operations] in the Web pages. Data Entry User IDOKCancel Direct Entry 12Value 1Value 2 Value 3Value 4 Value 5Value 6 Value 7Value 8 Value 9Value 10 Value 11Value 12 61812 (1)(2) Value 1 xxxx xxxx [email protected] xxxxxx xxxxxx xxxx xxxx Data Entry Set Name:Metadata 1 OKCancelMetadata Set 12 User ID From Name Reply To AccessPassword BillCode1 DocumentPassword Metadata Entry AutoAuto Auto File Quick File Send Settings Address Entry Address Book Data EntryFaxInternet Fax Special Modes Colour Mode File Format Resolution Exposure OriginalScan: Scan Send: 200X200dpi Address Review A4 Preview PDF Mono2
5-128 SCANNER/INTERNET FAX Contents METADATA FIELDS The following three types of metadata are included in the XML file that is transmitted. Data automatically generated by the machine: These data are always included in the XML file and are automatically stored on your computer. Previously defined fields: These fields are automatically recognized by the machine and assigned to appropriate XML tags. These fields are selectable, and can only be included in the XML file if enabled in the Web pages. User defined fields: Custom fields can be added to the XML file. These fields are selectable and can be defined in the Web pages. If a defined metadata field is one of the following fields, a message will appear informing you that the field cannot be entered. Enter appropriate information in the related items of the send settings. Name entered in metadata fieldDescriptionWhere entered fromNameName of the user who sent the job. If the name is not entered as metadata, the sender name determined by the usual rules for determining the sender name will be applied as metadata.[Reply-To] (Sender name of selected sender) replyToE-mail address to which the transmission result will be sent.[Reply-To] (E-mail address of selected sender) documentSubjectJob name appearing in the e-mail Subject line, or job name on the fax cover sheet. When the user enters a [Subject] in the send settings screen in the touch panel, the entered value is applied as metadata.[Subject] (Blank until a value is set in the send settings screen.) fileNameEnter the file name of the image to be sent.[File Name] (Only when the [Allow Custom Filenames] checkbox is selected in the metadata settings screen in the Web pages.) (Blank until a value is set in the send settings screen.)
6-1 This chapter provides detailed explanations of the procedures for using the document filing function. The document filing function allows you to save the document data of a copy or fax job, or the data of a print job, as a file on the machines hard drive. The file can be called up as needed. This chapter assumes that you are already familiar with copy mode, scanner mode, and the other modes of the machine. For information on procedures of copy, scanner and other modes that remain the same when those modes are used in conjunction with the document filing function, see the chapters for those modes. DOCUMENT FILING OVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2 TYPES OF DOCUMENT FILING . . . . . . . . . . . . 6-2 USES OF DOCUMENT FILING . . . . . . . . . . . . . 6-3 BEFORE USING DOCUMENT FILING . . . . . . . 6-4 IMPORTANT POINTS WHEN USING DOCUMENT FILING . . . . . . . . . . . . . . . . . . . . . 6-7 USING DOCUMENT FILING IN EACH MODE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8 BASE SCREEN OF DOCUMENT FILING MODE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10 SAVING FILES WITH DOCUMENT FILING SAVING A FILE WITH Quick File . . . . . . . . . . . 6-11 SAVING A FILE WITH File . . . . . . . . . . . . . . . . . 6-13 FILE INFORMATION . . . . . . . . . . . . . . . . . . . . 6-15 SAVING A DOCUMENT FILE ONLY (Scan to HDD) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-18 Scan to HDD SCREEN . . . . . . . . . . . . . . . . . 6-18 PERFORMING Scan to HDD . . . . . . . . . . . . . 6-23 USING STORED FILES SEQUENCE FOR USING A STORED FILE . . . . . . 6-24 FOLDER AND FILE SELECTION SCREENS . . . . 6-26 FOLDER SELECTION SCREEN . . . . . . . . . . . 6-26 FILE SELECTION SCREEN . . . . . . . . . . . . . . . 6-27 SELECTING A FILE . . . . . . . . . . . . . . . . . . . . . . . . 6-29 JOB SETTINGS SCREEN . . . . . . . . . . . . . . . . 6-30 PRINTING A STORED FILE . . . . . . . . . . . . . . . . . . 6-31 PRINT SETTINGS SCREEN . . . . . . . . . . . . . . 6-32 MULTI-FILE PRINTING . . . . . . . . . . . . . . . . . . 6-33 SENDING A STORED FILE . . . . . . . . . . . . . . . . . . 6-37 SEND SETTINGS SCREEN . . . . . . . . . . . . . . . 6-38 PROPERTIES OF STORED FILES . . . . . . . . . . . . 6-39 FILE PROPERTIES . . . . . . . . . . . . . . . . . . . . . 6-39 CHANGING THE PROPERTY . . . . . . . . . . . . . 6-39 MOVING A STORED FILE . . . . . . . . . . . . . . . . . . . 6-41 DELETING A STORED FILE . . . . . . . . . . . . . . . . . 6-43 CHECKING AN IMAGE OF A STORED FILE . . . . 6-44 IMAGE CHECK SCREEN . . . . . . . . . . . . . . . . 6-45 RETRIEVING AND USING A FILE FROM THE JOB STATUS SCREEN . . . . . . . . . . . . . . . . . . . . . 6-46 SEARCHING FOR A STORED FILE . . . . . . . . . . . 6-47 CHAPTER 6 DOCUMENT FILING
6-2 DOCUMENT FILING Contents This section provides information that you should know before using the document filing function, including an overview of document filing, the features and functions of document filing, and points to keep in mind when using document filing. OVERVIEW The document filing function allows you to save the document image of a copy or image send job, or the data of a print job, as a file on the machines hard drive. The stored file can be retrieved and printed or transmitted as needed. TYPES OF DOCUMENT FILING There are three ways to save a file using document filing: Quick File, File, and Scan to HDD. DOCUMENT FILING Quick File As a copy, scan send, or other job is performed, this function saves the document data to the hard drive. Use this function when you want to quickly and easily store document data without specifying a file name or other information. The stored file can also be used by other people. Do not use this method to save files that you do not want others to use, such as files containing sensitive or confidential information. File As a copy, scan send, or other job is performed, this function saves the document data to the hard drive. Unlike Quick File, various types of information can be appended to the file when the file is saved to enable efficient file management. A password can also be established to prevent the file from being retrieved up by others. Scan to HDDThis function scans a document and stores it as a file. Like File, various types of information can be appended to the file when it is stored. Print Hard drive Internet Fax Fax Scan to HDDSend Copy Print Scan Hard drive Saving a file Retrieving and using a stored file A stored file can be printed. A stored file can also be sent as a fax or sent to another computer over a network. A stored file can also be kept for archive purposes. Document information used in any of the modes is saved to the hard drive as a file.
6-3 DOCUMENT FILING Contents USES OF DOCUMENT FILING Quickly using a file Example: You prepared handouts consisting of numerous pages for a meeting, however, another handout is needed for a newly added participant. As shown in the example, storing a job with the document filing function frees you of the need to rescan the original and select settings, saving considerable time. Convenient for managing frequently used documents Example: Managing a large number of business forms Application forms, report forms, and other business forms can be stored on the hard drive for easy retrieval, letting you print the number of copies you need when you need them. The handout was not saved using document filingThe handout was saved using document filing Not likely to be completed in time for the meeting...Printing is accomplished quickly and the handout is ready in time for the meeting! Copy settings must be reselected and the original must be rescanned. As indicated above, to obtain another set of output, the settings must be selected all over again. If you dont remember the settings, much effort may be expended to get the same output result as the previous time.By retrieving a job stored using document filing, there is no need to reselect copy settings or rescan the original. The job can be retrieved and printed using the same settings quickly and easily. Ratio and special mode settings must be reselected. The numerous original pages must all be rescanned. The stored file is simply retrieved and printed. Paid holiday forms? Daily report forms? Business trip forms? Main FolderFile NamePaid holiday formsName 104/04/2010Daily report formsName 104/04/2010Business trip formsName 104/04/2010Daily report formsName 104/04/2010Daily report formsName 104/04/2010 User Name Date Switch DisplayAll Files 12 BackSearch Multi-File Print File RetrieveScan to HDDHDD StatusEx Data Access Not using document filing It takes time to find the form you need.Using document filing The required form can be easily retrieved from the document filing list, and document management is much more efficient.
6-4 DOCUMENT FILING Contents BEFORE USING DOCUMENT FILING This section provides information that you should know before using the document filing function. Folders Three types of folders are used to store files by document filing. Quick File Folder Documents scanned using the [Quick File] key are stored in this folder. A user name and file name are automatically assigned to each job. Main Folder Documents scanned using the [File] key are stored in this folder. When you store a job in the Main folder, you can specify a previously stored user name and assign a file name. A password can also be set when storing a file ([Confidential] save). Custom Folder Folders with custom names can be created inside this folder. When a document is scanned using the [File] key and a folder is selected, the document is stored in the specified folder. Like the Main folder, a custom folder allows you to specify a previously stored user name and assign a file name when storing a job. Passwords can be established for custom folders and for files saved in custom folders. Items convenient to store When storing a job using File or Scan to HDD, it is convenient to store the items below. These settings are not needed when storing a job using Quick File. A maximum of 1000 custom folders can be created on the hard drive. User NameThis is necessary if you will be assigning a user name to stored files. User names are stored in User List in the system settings (administrator). A user name is also used as a search condition when searching for a file. Custom Folder The Main folder is initially available as a location for storing files by File and Scan to HDD. When custom folders have been created using Document Filing Control in the system settings, a custom folder can be specified as a location for storing files. A password can also be established for a custom folder to restrict access to the folder. My Folder My Folder is specified using User List in the system settings (administrator). The main folder or a previously created custom folder can be selected as My Folder, or a new folder can be created as My Folder. When user authentication is used, My Folder is always created and is selected as the destination of File and Scan to HDD. System Settings: Document Filing Control (page 7-24) This is used to create custom folders for document filing. A password can also be established for a custom folder. System Settings (Administrator): User List This is used to store a user name and specify a folder as My Folder. Folders on the hard drive Quick File FolderMain Folder Custom Folder
6-5 DOCUMENT FILING Contents Maximum number of pages and files that can be stored by document filing Combined total number of pages and total number of files that can be stored in custom folders and in the Main folder Number of pages and number of files that can be stored in the Quick File folder Copying in sort mode uses the same memory area as the Quick File folder. For this reason, when too much data has been stored in the Quick File folder, it may not be possible to perform a large copy job using sort mode. Delete unneeded files. The actual number of pages and number of files that can be stored may be lower depending on the contents of the original images and the settings selected when the files were stored. Maximum number of pagesMaximum number of files 200003000 Maximum number of pagesMaximum number of files 100001000