HP T1936AA - Digital Sending Software Installation instructions

support

hp digital sending

software v 3.0

workflow

hp digital sending software

version 3.0 workflow

_______support

Packard Development

Company, L.P.

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Edition 2, 12/2003

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ENWW Contents 1

Contents

1 Overview

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

What is the HP Digital Sending Software v 3.0 Workflow?. . . . . 5

Benefits of HP DSS Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Terms and definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

2 Features and options

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Destination routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Destination functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

MFP control panels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Steps for sending (4100mfp and 9000mfp) . . . . . . . . . . . . . . . 16

Steps for sending (9055mfp and 9065mfp) . . . . . . . . . . . . . . . 16

HP DSS Workflow architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Current Chai technology and XML messaging . . . . . . . . . . . . . . . . 18

3 Setup, installation, and authentication

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Supported MFPs and firmware. . . . . . . . . . . . . . . . . . . . . . . . . 20

Environments and protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Network operating systems . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Novell NetWare support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Server software installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

MFP Chai jar file installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

HP DSS Workflow configuration on the MFP . . . . . . . . . . . . . . . . . 28

SMTP gateway configuration on the MFP (4100mfp and 9000mfp) 29

Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

What is authentication? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

What is required? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

What does authentication provide? . . . . . . . . . . . . . . . . . . . . . 30

How is authentication activated? . . . . . . . . . . . . . . . . . . . . . . . 30

Additional information about authentication . . . . . . . . . . . . . . . 31

2Contents ENWW

4 Configuration

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Opening the HP DSS Workflow Configuration Utility . . . . . . . . 33

Navigating within the HP DSS Workflow Configuration Utility . 33

Configuring MFPs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

MFP menu page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

MFP digital sending . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Add Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

General tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

SMTP gateway page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

What is the SMTP gateway? . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Add an SMTP gateway button . . . . . . . . . . . . . . . . . . . . . . . . . 40

Edit an SMTP gateway button . . . . . . . . . . . . . . . . . . . . . . . . . 40

Remove an SMTP gateway button. . . . . . . . . . . . . . . . . . . . . . 40

Test an SMTP gateway button . . . . . . . . . . . . . . . . . . . . . . . . . 40

Move an SMTP gateway button . . . . . . . . . . . . . . . . . . . . . . . . 41

Preferences tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Component tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Notification options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

AABBYY Fine Reader OCR . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

HPS file generation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

XML file generation (KO2XML component) . . . . . . . . . . . . . . . 58

Multi-router . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

5 Licensing

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Getting an HP DSS Workflow license . . . . . . . . . . . . . . . . . . . . . . . 65

Using the License tab to manage licenses . . . . . . . . . . . . . . . . . . . 66

Updating or adding HP DSS Workflow device licenses . . . . . . 66

Transferring licenses to a different server . . . . . . . . . . . . . . . . 67

Extending an evaluation license . . . . . . . . . . . . . . . . . . . . . . . . 68

Installing multiple license packs . . . . . . . . . . . . . . . . . . . . . . . . 68

6 Support tools and procedures

Using the Service page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Using the Status Monitor program. . . . . . . . . . . . . . . . . . . . . . . . . . 71

Viewing log entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

7 Troubleshooting

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Sources for information about problems . . . . . . . . . . . . . . . . . . . . . 76

About page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

ENWW Contents 3

8 Customer support and warranty information

HP customer care service and support. . . . . . . . . . . . . . . . . . . . . . 85

Online services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Hewlett-Packard limited warranty statement. . . . . . . . . . . . . . . . . . 86

HP software license terms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Index

4Contents ENWW

ENWW Introduction 5

1Overview

Introduction

This chapter describes the HP Digital Sending Software version 3.0

Workflow product, and explains how the software increases

productivity and improves MFP management. The final section in the

chapter contains definitions of terms that are used throughout this

manual.

What is the HP Digital Sending Software v 3.0

Workflow?

The HP Digital Sending Software v 3.0 Workflow (HP DSS Workflow)

is a Microsoft® Windows®-based device-to-application connector

software program for a multifunction peripheral (MFP). The software

can be used to capture, process, and route electronic documents

from HP MFPs.

Figure 1-1 HP Digital Sending Software Workflow Diagram

e-mail

folder

HP DSS Workflow

Server

MFPs

6Chapter 1 - Overview ENWW

Use HP DSS Workflow to perform the following tasks:

●define function keys, forms, and fields to capture and process

digital documents directly from Chai-enabled HP MFPs (see

Current Chai technology and XML messaging)

●create organizational groups of MFPs and manage software-

program function keys based on organizational needs

●use the MFP SMTP gateway and send e-mail messages directly

from the MFP

●use optical character recognition (OCR) to convert documents

into searchable formats

●store electronic documents directly from MFPs into folders or file

transfer protocol (FTP) sites, or to other printers

Benefits of HP DSS Workflow

The leading business-productivity studies show a direct correlation

between knowledge-sharing and productivity levels within an

organization. Often, knowledge-sharing is achieved by using MFPs

and content-sharing software.

The HP Digital Sending Software Workflow is an effective and

efficient content-management software program that helps provide

content that is correctly formatted and processed. The software offers

attributes that are key to organizational success:

●Ease of use. Because content-capture requires that all

organizational resources participate, effective content-capture

software must be simple and easy to use.

●Complete content-capture. Content appears in many formats.

Organizations require content-capture software that can capture

all content types, including structured, semi-structured, and

unstructured content.

●Uniform content processing. Uniform content-capture

simplifies the processes and steps that are required to implement

automated content-capture.

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