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•
Type:
Enter the field type. A field type represents the format by which data is collected at
the device panel. Regardless of field type, the result will be in text format. Select the
ellipses to configure each Type
. The following field types are supported:
•
Text:
Format is unformatted text such as sentences, names, numbers, date and
time.
•
Enter the default value for the field
•
In the Mode
list, select one of the modes:
•
Simple
: The field will be displayed as a simple text box.
•
Read Only
: The user cannot edit the field.
•
Masked
: The text in the field will be masked.
•
Hidden
: The field will not be visible in the device panel.
•
Enter the maximum characters for the field.
•
Enter Type
of suggested list that will be presented to the user. Options are
either a list of values or the user will search for the value. Note that if Type
Search
is selected, at the device panel, the user must enter the exact string
that will be searched. Wild-card searches will not be done. At the device
panel, if the user wishes to have all values returned, the user should leave
this blank.
•
Select Raise Search Event
to raise an event when a search is performed.
•
Select Button Size
.
•
Enter the button name in Button Name
.
•
Enter values in Pre-populated Values
. These values will be used in the list or
searched against.
•
List:
Format is a list. The user can select from the list.
•
In the Value
column, type the value associated to this option. This is the
value that will be sent to the Server (and used for the field RRT).
•
Check Default
, if value in the Value
column will be the default value for this
field.
•
Select Raise Search Event
to raise an event when a search is performed.
•
Select Import (CSV)
to import List values from a CSV file. Select Export (CSV)
to export List values to a CSV file.
•
Select Delete All
to delete all entries from list.
•
Checkbox:
Format is Yes/No or True/False values which are entered by checking a
check box.
•
In the True Value
box, enter the value that will be sent to the Server if the
field is checked. “Yes” is the default value.
•
In the False Value
box, enter the value that will be sent to the server if the
field is unchecked. “No” is the default value.
•
Select Checked by Default
if you want the True button to be already checked
when the user enters the form.
•
Numeric:
Format is numeric.
•
Enter the default value for the field.
•
In the Mode
list, select one of the modes:
•
Single Line
: The field will be displayed as a simple text box.
•
Read Only
: The user cannot edit the field.
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Password
: The text in the field will be masked.
•
Hidden
: The field will not be visible in the device panel.
•
In the Min
and Max
fields, user can add values to specify minimum and
maximum values for the entered value.
•
Date/Time:
Format is date and time.
•
Enter the default for the field or select the Default to “now”
checkbox to
default the date to the current date and time. The user must enter a default
value or select the Default to “now”
checkbox. If a default value is entered,
the format must match the Mode
selected.
•
In the Mode
list, select one of the modes:
•
Date
: Results in yyyy/MM/dd
•
Date and Time
: Results in yyyy/MM/dd HH:mm
•
Time
: Results in HH:mm
•
Date and Time
: Results in yyyy/MM/dd HH:mm zzz
•
For Return Format
specify the return format for Date/Time data. Use a
dropdown list for format examples. Using the elements of this format, the
user can specify a return format of “MM/dd/yyyy”, “MM-dd-yyyy” or “MM.
dd. yyyy”. Any delimiter or separator may be chosen. For more information
on custom date and time format strings see Custom Date and Time Format
Strings
.
•
Label:
Enter label to be displayed on the form.
•
Enter the text in Text
that will be displayed on the device panel.
•
Selecting Hidden
will hide the label field from the user. The label field will
not be visible at the panel of the device. This is useful for passing data to the
rest of the Workflow without displaying the information on the panel.
•
Tree:
Format is a list in tree-form. The user can select from the tree.
•
To add first node, right-click in the empty area in the dialog box. Select Add
Root Node
.
•
To add additional nodes, right-click in the dialog box and select either Add
Root Node
or Add
. Selecting Add Root Node
will add an additional root node
to the tree. Selecting Add
will add an additional node to the node
highlighted.
•
To edit a tree node, highlight a tree node and right-click and select Edit
.
•
To remove a tree node, highlight a tree node and right-click and select
Remove
.
•
Enter the value for a tree node in Value of the Node
. By default, the path of
the node will be used as a value.
•
Select Button Size
.
•
Select Raise Search Event
to raise an event when a search is performed.
•
Select a Path Separator
.
•
Folder Browser:
•
Select folder path and then select OK. Note that on the device to select a
specific folder the user must select from the starting folder path and then
continue to select the folders until the target folder is reached. For example,
if the target folder path is C:\install\folder1\folder2 and the field is
configured with the folder path of C:\install, then the displayed folder path
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on device will start at C:\install. The user may continue further down the
folder path by selecting on device “folder1” and selecting OK
and then
selecting “folder2” and selecting OK
.
•
Select Button Size.
•
Database Lookup:
•
In the Connection String
field, specify the path to the database. To do so,
click the ellipses and select the desired path. Click Connect
to connect.
•
If Table/View
is selected, then the name of the table/view can be selected
from the drop down menu. For Value Column
, the user must select the
name of the column from which values will be loaded into the lookup list. For
Display Column
, the user may select the name of the column which will
provide the names which will be displayed in the lookup list. For more
information on SQL scripting syntax see General SQL syntax
.
•
If Query
is selected, then the user must enter a SQL query. The SQL query
will produce the results which will populate the list. Entries for ValueField
and DisplayField
are mandatory.
•
Select Button Size
.
•
Select the Required
check box if the user must enter a value for the field.
•
Select the Raise Event on Change
check box to make the field trigger an event when the
value of the field changes. You can respond to this event in the script that was configured
for the dynamic form section in the general tab. For details on how to respond to form
and field events refer to the Konica Minolta Scripting documentation.
•
Select the Components tab and enter the following information:
•
Go the components list in the Components
tab. Click the Properties
button. The
configuration window for the component will be displayed. Refer to the help for the
component for instructions to configure.
•
Select a component by clicking the leftmost column next to each component and
configure the component for this form by clicking on the Configure
button
(rightmost column on each row).
Add a shared form
A shared form is a form that can be used across several menus and groups. Shared forms can be
managed through the shared forms management dialog. A form or SharePoint form can be shared.
A shared form can be added by right-clicking any Group or Menu node and then selecting Add
and then
selecting Shared Forms
. A shared form can be also added by selected Shared Forms …
from the menu.
•
Form List
: Displays the Display Name
which is the name of the form and # of Refs
which refers to
the number of menus and groups that contain this shared form.
•
Add
: Creates a new shared form.
•
Remove
: Removes the shared form.
•
Edit
: Edits the shared form.
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•
Refs
: Displays the menus and groups that contain the shared form. Use Remove
: By selecting
Remove
, the user can remove references of the shared from selected menus and groups.
Add a SharePoint form
•
A SharePoint can be added by right-clicking any Group or Menu node and then selecting Add
and
then selecting Shared Form
. A SharePoint form can be also added by highlighting any Group or
Menu and selecting Add
from the drop down menu and then selecting Add
and then selecting
Shared Form
.
•
Follow the Add a basic form instructions
•
Select the SharePoint Settings
tab:
•
Server Address:
Enter the URL of the SharePoint Server that will store the documents. The
URL can contain “http://” or “https://” followed by the server name or IP address. An
example would be “http://sp2007” or “https://127.0.0.1
”. If the user enters only the
server name, “http://” will be inserted automatically.
•
Version:
Refers to the SharePoint version. Options are 2007 or 2010
•
Use The Authenticated User Credentials:
If this option is selected and authentication has
been enabled, then user credentials entered at the MFP device panel will also be used to
log onto the SharePoint Server.
•
Domain\Username:
Enter the domain and username to use to log onto to the SharePoint
Server.
•
Password:
Enter the password for the entered domain and username.
•
Site:
Enter the name of the SharePoint site where the documents will be stored. The user
can enter the name of the SharePoint site or select from the drop-down box. The user can
specify a sub-site using the following format: “Parent-site/Sub-site”
•
Document Library:
Enter the name of the document library where the documents will be
sent. The user can enter the document library or select from the drop-down box.
•
Allow to Change:
By selecting this option, the document library can be changed on the
device at runtime.
•
Default Folder:
Enter the name of the default folder where the routed files will be stored.
The user can enter the location of the default folder or browse to select the default folder.
•
Selecting Enable All Fields in Library
will enable all SharePoint Fields. If this option is not
selected, individual SharePoint fields can be selected. These selected SharePoint fields will
be displayed on the MFP.
•
Button Size:
Options are Large, Medium and Small.
Adding an Email Form
Use an Email form when you need to send the document to an email destination. An Email form is
commonly used in conjunction with the Send to SMTP and Send to Exchange Route components.
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•
An email form can be added by right-clicking any Group or Menu node and then selecting Add
and then selecting Email form
. An email form can also be added by highlighting any Group or
Menu and selecting Add
from the drop down menu and then selecting Add
and then selecting
Email Form
.
•
Follow the Add a basic form instructions
•
Select the Email Settings
tab and choose from the following options:
•
Do not show a From field. Use the device logged in user’s email address:
If this checkbox
is checked, the AutoStore server will use the user's email address that is logged into the
device as the value for the "From" field.
•
Show CC Field:
This will show the “CC” field in which the user can specify a secondary list
of people that will receive the message.
•
Show BCC Field:
This will show the “BCC” field in which the user can specify people that
will receive the message secretly.
•
Select the LDAP Server
check box under Contacts Search Locations
to allow the users to
search an LDAP Server for addresses that can be added to the To, CC and BCC fields. Note
that on the device display, the user may enter specific email addresses for To, CC and BCC.
On the device, the user may also search for email address within the domain by selecting
Search
. The user may search for a specific name by selecting the Address
button and
entering that name and then selecting Search
. Once an email address is selected, the
email address is appended to the entries for To, CC or BCC.
•
In Search Root
enter the distinguished name for the node where the search should
start. No value is required if Windows authentication is used. Any value entered
must begin with "LDAP://".
Authentication
/Use Case
Search Root Patterns
Result
Case 1:
Windows/Used
when
AutoStore
server belongs
to the Active
Directory
domain.
Username and
password
should be left
empty.
Credentials of
the user under
which
Autostore
server is
running will be
Empty
Search
through
all
containers
in Active
Directory
to which
AutoStore
Server
belongs
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Authentication
/Use Case
Search Root Patterns
Result
used.
Case 2:
Windows/Used
when
AutoStore
server belongs
to the Active
Directory
domain.
Username and
password
should be left
empty.
Credentials of
the user under
which
Autostore
server is
running will be
used.
LDAP://<distinguished name of the container>
Example:
LDAP://OU=Dept,DC=md,DC=nsi,DC=com
Search
within a
specified
container
and its
subcontai
ner
Case 1:
Simple,SSL or
Anonymous/Us
ed when either
AitoStore server
is not a part of
the domain or it
is necessary to
conduct search
on non-active
directory
server.
LDAP://< server name >:<port>
Example:
LDAP://abcweb.md.nsius.com:389
Username and password are necessary when Simple/SSL
type is used
Search
through
all LDAP
tree on
the
specified
server
Case 2:
Simple,SSL or
Anonymous/Us
ed when either
AitoStore server
is not a part of
the domain or it
is necessary to
conduct search
LDAP://< server name >:<port>/<distinguished name of
the container>
Example:
LDAP://abcweb.md.nsius.com:389/OU=Dept,DC=md,DC
=nsius,DC=com
Search
within a
specified
container
and its
subcontai
ner on the
specified
server.
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Authentication
/Use Case
Search Root Patterns
Result
on non-active
e
directory
server.
Possible LDAP Ports:
•
Standard LDAP:
389
•
Active Directory Global Catalog:
3268
•
LDAP over SSL:
636
•
Active Directory Global Catalog over SSL:
3269
•
Select authentication Type
•
Enter Username
and Password
•
In Name Attribute
enter the name of the LDAP attribute that represents the display
name of the user. In an Active Directory environment this attribute is typically “cn”
or “displayName”. When a value is found the display text for the item is retrieved
from this attribute.
•
In E-mail Attribute
enter the name of the LDAP attribute that contains the email
address. In an Active Directory environment this attribute is typically “mail”. When a
value is used the email address that is passed to the server is retrieved from this
attribute, a valid value for a Windows environment LDAP would be “mail”. (LDAP
attribute names can vary depending on the LDAP implementation and
configuration). Note that if the LDAP server is an Active Directory server, then NTLM
authentication will be used.
•
To test search settings, enter a search term in Test Search Pattern
, then click Test
Possible search patterns:
Pattern
Result
Empty Returns all available entries
abc
Returns entries which start with "abc"
*xyz Returns entries which end with "xyz"
*klm Returns entries which have "klm" in the middle
Edit a form
The user must right-click that specific group and select Edit
.
Cut or Copy a form
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The user can cut or copy a form.
Remove a form
A group can be removed by right-clicking on that specific group and selecting Remove
.
Moving a form up or down
A form can be moved up or moved down with respect to how the form is displayed on the device panel.
Right-click the form and select Move Up
or Move Down
.
Configuring Preferences
1.
Go to the Preferences tab.
2.
In the Home Directory box, enter the root directory where the server will create all temporary
directories and files necessary for running the application. The service account for the service
must have full control (read & write permission) of this directory.
3.
In the Server Address
, enter the server name or IP address of the server which will be used by the
Konica Minolta MFP to connect to the AutoStore server. The component will try to detect the
server automatically. In instances where the network configuration is complex, it will likely be
necessary to enter the server name or IP address.
4.
In the Application Port
box, enter the port number used to run the embedded KM Open API
Server. The entry references the port to be used when accessing the web user-interface URL.
The default value for an unsecured connection is 50001 and for a secured connection (SSL) is
50003.
Check Use SSL
to require the Konica Minolta OpenAPI server and the WebDAV server to run as
secured connections (SSL).
5.
In the Open API Application ID
box, select the Application ID the Open API Application should
use. When a Open API application is registered on the MFP, it uses a unique id which allows it to
be distinguished from other Open API applications. For example, when working with two
AutoStore servers, one of the AutoStore servers would be able to remove both Open API
Application's on the MFP - even the application registered by the second AutoStore server. Using
different Application ID's provides a solution to this situation. With one server, the default ID
"AutoStore" is used. For additional servers, use pre-set ID's of "AutoStore1" through
"AutoStore9".
6.
In the WebDAV Port
box, enter the port number used to run the embedded WebDAV server. The
entry references the port which will accept incoming files through http. The default value for an
unsecured connection is 8080 and for a secured connection (SSL) is 443.
Check Encryption to turn on encryption functionality (documents and meta-data will be
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encrypted upon scanning and decrypted on the server).
7.
In the FTP Port
box, enter the port number used to run the embedded FTP server. The entry
references the port which will accept incoming files through FTP. The default value 2121. SSL is
not supported. This will use a passive FTP port.
Note that the Konica Minolta MFP devices require their OpenAPI port settings to be configured.
If the device has problems communicating with the server, ensure the port settings on the server
and the device match. Also ensure there is no firewall software or hardware blocking the
specified port and that IP-routing has been set-up to allow communication on this port.
8.
Check Processed Files to keep a copy of all files that are processed without errors. Enter the
directory where these files will be stored.
Note that if this option is checked, a copy of every file that has been routed successfully is saved
in the Processed Files
directory. Make sure that sufficient disk storage is allocated when using
this option.
9.
Check Rejected Files to keep a copy of all files that were not processed. Enter the directory
where these files will be stored.
Note that the service account for the service must have write permissions on the Processed Files
and Rejected Files
directories.
Enabling Authentication
1.
Go to the Authentication
tab.
2.
Select the authentication method to be used. Note that when Authentication is enabled, the Use
SSL
located within the Preferences
tab will automatically be checked.
The options are:
•
None
: No authentication method will be used
•
Standard
: It is used to authenticate a user in the following cases:
•
Against the Active Directory domain which the AutoStore server is a member
•
Against the local user database of a standalone AutoStore server (Workgroup
environment)
•
Against a third party LDAP server
Several options exist: Windows Bind, Simple Bind,
,Fast Bind, Use SSL,
and Server Bind
.
Windows Bind
is selected by default.
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