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Xerox Documate 3115 Scanner Docking Station User Guide

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    							Xerox® DocuMate® 3115
    User’s Guide91 Scan to the current PaperPort folder
    • Select this option to have the scanned document(s) sent to the currently selected folder in the 
    PaperPort application.
    The PaperPort software must be open, before scanning, for the scans to be sent to the selected 
    folder in the PaperPort folder pane. If PaperPort is not open, this option is ignored and the scanned 
    file is sent to the folder selected in either the OneTouch Link Properties or Scan Configuration 
    window for PaperPort.
    These are the folders that are available in the 
    OneTouch PaperPort configuration windows. 
    Press F1 on your keyboard to open the 
    PaperPort help file for instructions on 
    managing this folder list.
    Click the folder icon to open or close the folder 
    list in PaperPort.
    The selected folder in this list is where the 
    scanned file will be saved when PaperPort is 
    open and the OneTouch option Scan to the 
    current PaperPort folder is selected. 
    						
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    SharePoint
    The SharePoint destination link allows scans to be sent directly to a SharePoint site from OneTouch. 
    Please contact your SharePoint site administrator for the server information you need to configure this 
    link. Alternatively, have your site administrator or IT professional configure this link for you. Setup and 
    configuration of the SharePoint sites and user accounts are outside the scope of this document.
    Supported file types—all image and text file formats, except HTML, are available when scanning to the 
    SharePoint site. Note that text file formats are only available if an OCR module or application is 
    installed. Please refer to Text Formats on page 74 to see a list of text file formats that are available 
    when OCR is installed.
    Destination type—the SharePoint destination is classified as a “Storage Link”. To make it available in 
    the destination list, you must select Storage and CD-R/W on the Options tab in the OneTouch 
    Properties window. 
    All configuration of the SharePoint server is done using the SharePoint settings tab in the Scan 
    Configuration Properties window. 
    1. Select 
    SharePoint as the destination application.
    2. Open the Scan Configuration you want to modify for scanning to a SharePoint site, or create a 
    new Scan Configuration.
    Select an existing configuration in which you have already specified your SharePoint site 
    information, and then click on the 
    Copy button to create a new configuration using the settings of 
    the current configuration.  
    						
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    3. Click on the SharePoint tab and fill in the fields with the information for your SharePoint site.
    •
    Protocol—select which protocol you want to use to transfer the scan to the server.
    •
    SharePoint URL—input the full URL path of the SharePoint site without the http(s):// designation 
    and actual page. This path should include everything except the destination folder. 
    For example, if the web browser URL displays 
    http://sharepoint.site.com/IT/common/shared 
    documents/default.aspx
    , then you would configure the SharePoint server path as follows:
    • Select 
    HTTP as the protocol
    • The SharePoint URL would be 
    sharepoint.site.com/IT/common
    • The Destination folder would be shared documents 
    •User account—input the user account name that has privileges to save files to the specified 
    SharePoint site and Destination folder.
    •
    Password—input the password for the user account name you specified.
    •
    Use Windows Integrated Authentication—select this option to use the Windows current user’s login 
    name and password to access the SharePoint site.
    •
    Destination folder—this is the folder where the final scanned document(s) are transferred to when 
    scanning is complete.
    •
    Filename format—select a file naming format, for the scanned document, from the list. Select “Use 
    custom file naming” to use the file you set on the Options tab in the OneTouch Properties window.
    Count—this field will enable when the selected Filename format contains {seq}. Input the number 
    you want the sequential count to start from.
    Filename prefix—this field will enable when the selected Filename format contains {prefix}. Input 
    the name or value you want as the prefix in the final file name.
    Because the destination configuration is done through the scan configuration, you can set each 
    configuration to scan to different SharePoint site, folder, filename format, using different user 
    credentials, and so on. This is the same process used as when scanning to different folders using the 
    Transfer to Storage destination, as described in detail starting on page 81.
    Click on the 
    Help button, in this configuration tab, to launch the SharePoint help file. The help file 
    contains detailed information about the settings in this window and technical implementation notes. 
    						
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    SharePoint Link Log Viewer
    The OneTouch Link Log Viewer opens automatically when scanning is complete. Click on the menu 
    arrow next to View logs for and select SharePoint Link from the list to display the transfer history for the 
    SharePoint link only. 
    Double-click on any of the line items to open the selected log file in the Log File Detail View. If you 
    open a failed transfer, the log file may contain the information you need to determine why the transfer 
    failed. After you address the failure indicated in this log file, you can click the 
    Retry button to resend the 
    document to the server.
    Click on the 
    Properties button to open the Log Viewer from the SharePoint OneTouch Link Properties 
    window. There are no global configuration properties for the SharePoint destination application, all 
    configuration is done using the Scan Configuration Properties window as described in the previous 
    section. 
    						
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    FTP Transfer
    The FTP Transfer destination link allows scans to be sent directly to an FTP server from OneTouch. 
    Please contact your server administrator for the server information you need to configure this link. 
    Alternatively, have your site administrator or IT professional configure this link for you. Setup and 
    configuration of the FTP server and user accounts are outside the scope of this document.
    Supported file types—all image and text file formats, except HTML, are available when scanning to an 
    FTP server. Note that text file formats are only available if an OCR module or application is installed. 
    Please refer to Text Formats on page 74 to see a list of text file formats that are available when OCR is 
    installed.
    Destination type—the FTP Transfer destination is classified as a “Storage Link”. To make it available in 
    the destination list, you must select Storage and CD-R/W on the Options tab in the OneTouch 
    Properties window. 
    All configuration of the FTP server is done using the FTP Transfer tab in the Scan Configuration 
    Properties window. 
    1. Select 
    FTP Transfer as the destination application.
    2. Open the Scan Configuration you want to modify for scanning to an FTP server, or create a new 
    Scan Configuration.
    Select an existing configuration in which you have already specified your FTP server information, 
    and then click on the 
    Copy button to create a new configuration using the settings of the current 
    configuration.  
    						
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    3. Click on the FTP Transfer tab and fill in the fields with the information for you FTP server.
    •
    Protocol—select which protocol you want to use to transfer the scan to the server.
    •
    Host—input the internet or intranet path of the server where you want to send the scanned 
    documents. you do not need ftp:// at the beginning. For example, ftp.company.com
    •
    Port—input which port to use with the selected protocol. Changing the selected protocol will reset 
    this value to the appropriate default for the protocol.
    •
    User account—input the user account name that has privileges to save files to the specified host 
    destination folder.
    •
    Password—input the password for the user account name you specified.
    •
    Destination folder—input the folder path, on the remote FTP server, where you want the scanned 
    documents sent. This path would appear in your web browser after the host name. For example, 
    marketing/shared documents/data sheets. 
    Because the destination configuration is done through the scan configuration, you can set each 
    configuration to scan to a different FTP server, destination folder, and so on. This is the same process 
    used as when scanning to different folders using the Transfer to Storage destination, as described in 
    detail starting on page 81.
    FTP Link Log Viewer
    The OneTouch Link Log Viewer opens automatically when scanning is complete. Click on the menu 
    arrow next to View logs for and select 
    FTP Link Agent from the list to display the transfer history for the 
    FTP link only.  
    						
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    Double-click on any of the line items to open the selected log file in the Log File Detail View. If you 
    open a failed transfer, the log file may contain the information you need to determine why the transfer 
    failed. After you address the failure indicated in this log file, you can click the 
    Retry button to resend the 
    document to the server.
    Click on the 
    Properties button to open the Log Viewer from the FTP OneTouch Link Properties window. 
    There are no global configuration properties for the FTP destination application, all configuration is 
    done using the Scan Configuration Properties window as described in the previous section. 
    						
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    SMTP 
    The SMTP destination link allows scans to be sent directly to an email address, through an SMTP server, 
    from OneTouch. Please contact your server administrator for the server information you need to 
    configure this link. Alternatively, have your site administrator or IT professional configure this link for 
    you. Configuration of the SMTP server settings and user accounts is outside the scope of this 
    document.
    Supported file types—all image and text file formats, except HTML, are available when scanning to an 
    SMTP server. Note that text file formats are only available if an OCR module or application is installed. 
    Please refer to Text Formats on page 74 to see a list of text file formats that are available when OCR is 
    installed.
    Destination type—the SMTP destination is classified as a “Email Link”. To make it available in the 
    destination list, you must select Email on the Options tab in the OneTouch Properties window. 
    All configuration of the SMTP server is done using the SMTP Settings tab in the Scan Configuration 
    Properties window. 
    1. Select 
    SMTP as the destination application.
    2. Open the Scan Configuration you want to modify for scanning to an SMTP server, or create a new 
    Scan Configuration.
    Select an existing configuration in which you have already specified your SMTP server 
    information, and then click on the 
    Copy button to create a new configuration using the settings of 
    the current configuration.  
    						
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    3. Click on the SMTP Settings tab and fill in the fields with the information for you SMTP server.
    •
    Protocol—select which protocol you want to use to transfer the scan to the server.
    •
    Host—input the internet or intranet path of the server where you want to send the scanned 
    documents. For example, smtp.company.com
    •
    Port—input which port to use with the selected protocol. Changing the selected protocol will reset 
    this value to the appropriate default for the protocol.
    •
    User account—input the user account name that has privileges to send email messages through 
    the SMTP server. 
    •
    Password—input the password for the user account name you specified.
    •
    Use Windows Integrated Authentication—Select this option to use the Windows current user’s login 
    name and password to send the message through the SMTP server.
    •
    Email to—input a valid recipient email address to receive the scanned document. If it is not a valid 
    address the transfer will fail.
    •
    Email from—input the email address you want to appear in the email message “from” field. 
    •
    Limit (MB)—input the maximum message size limit set on the SMTP server. This number should be 
    lower than or match the SMTP server maximum. You cannot send messages that exceed the 
    maximum message size of the SMTP server. 
    Because the destination configuration is done through the scan configuration, you can set each 
    configuration to scan to a different SMTP server, send messages to different email addresses, using 
    different user credentials, and so on. This is the same process used as when scanning to different 
    folders using the Transfer to Storage destination, as described in detail starting on page 81.
    Click on the 
    Help button, in this configuration tab, to launch the SMTP help file. The help file contains 
    detailed information about the settings in this window and technical implementation notes. 
    						
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    SMTP Link Log Viewer
    The OneTouch Link Log Viewer opens automatically when scanning is complete. Click on the menu 
    arrow next to View logs for and select 
    SMTP Link Agent from the list to display the transfer history for 
    the SMTP link only. 
    Double-click on any of the line items to open the selected log file in the Log File Detail View. If you 
    open a failed transfer, the log file may contain the information you need to determine why the transfer 
    failed. After you address the failure indicated in this log file, you can click the Retry button to resend 
    the document to the server.
    Click on the Properties button to open the Log Viewer from the SMTP OneTouch Link Properties 
    window. There are no global configuration properties for the SMTP destination application, all 
    configuration is done using the Scan Configuration Properties window as described in the previous 
    section. 
    						
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