HP MFP Digital Sending Software 5.0 Bedienungsanleitung

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Inhaltsverzeichnis

Seite 1 - System Administrator Guide

HP DIGITAL SENDING SOFTWARE 5.0System Administrator Guide

Seite 2

Digital sending overviewHP Digital Sending technology offers a fast, simple, and reliable way to capture valuable informationfrom paper-based document

Seite 3

Figure 3-53 The Addressing tab1234Table 3-20 Addressing tabCallout Component Description1 Search Method Click to select Quick Search to find matches

Seite 4

Table 3-20 Addressing tab (continued)Callout Component Description◦Type in the Path to Start Search (BaseDN, Search Root) or clickAuto Find to have D

Seite 5 - Table of contents

Table 3-21 Address book synchronizationMethod Description Effect at the control panelUsing a replicated LDAP address book DSS takes a snapshot of the

Seite 6

To set up automatic replication of the LDAP address book1. On the DSS server, open the Configuration Utility, and then click the Addressing tab.2. Cli

Seite 7

Guest address bookThe Guest address book is always available to all devices and cannot be disabled. This address bookis used to store addresses added

Seite 8

4. Click to select the Enable Network Contacts (use LDAP server) check box, and then click thearrow next to LDAP Database Search Settings (Step 3).Fig

Seite 9

2. Click to select the Enable Authentication check box, and then select Microsoft Windows from theAuthentication Method drop-down menu.Figure 3-56 Au

Seite 10 - Digital sending overview

NOTE: NTLM authentication can be used as the bind method for option one. Option two onlyprovides Simple authentication. If Simple is chosen, the usern

Seite 11 - Introduction to DSS

●Pre-FutureSmart●FutureSmartPre-FutureSmart templates are derived from the configuration settings of pre-FutureSmart products.FutureSmart templates ar

Seite 12

6. Click the OK button to complete the creation of the template.7. Check the template to be sure there are no issues. To check for issues, configure t

Seite 13 - Supported devices

Introduction to DSSThis section contains the following topics:●Advantages of DSS●Features overview●Supported devicesAdvantages of DSSThe HP Digital Se

Seite 14 - Differences

Figure 3-58 DSS Template Configuration tab1 2 Table 3-22 DSS Template Configuration tabCallout Component Description1 TemplateGroupsA list of the te

Seite 15

Figure 3-59 DSS template groups1 2 3Table 3-23 DSS template groupsCallout Component Description1NestedtemplategroupsA list of the nested template gr

Seite 16

The following table is a scaled down example of template application ordering and settingsprecedence.Table 3-24 Template groups apply order exampleTe

Seite 17 - DSS vs Web Jetadmin

NOTE: The model number and firmware version of the product used to create the original templateare available on the Information tab of the copied temp

Seite 18

1. Click the Device Configuration tab.2. Select a device from the Device List.3. Right-click the selected device.4. Choose Apply Template to apply a s

Seite 19 - 2 Theory of operations

4 Support and troubleshootingThis chapter contains the following topics:●Obtaining support●DSS error messagesENWW 107

Seite 20 - Components

Obtaining supportThis section contains the following topics:●HP Customer Care service and support●Finding documentation and other supporting informati

Seite 21 - DSS Service

DSS error messagesSelect the Notify administrator of critical error check box on the General tab of the ConfigurationUtility to receive e‑mail message

Seite 22 - I.R.I.S. OCR engine

110 Chapter 4 Support and troubleshooting ENWW

Seite 23 - Database

IndexAAddress Book Manager (ABM)90importing addresses 91addressingAddress Book Manager(ABM) 90configuring address books 91Exchange contacts 95guest ad

Seite 24 - Third-party tools

Routing e‑mail through the DSS server simplifies SMTP security management inenvironments with Access Control List security on the SMTP gateways.◦SMTP

Seite 25 - Understand licensing

requirements 24settings 37using the installer 37internet site, HP 108IRIS OCR engine 14LLDAP filters 96LDAP replication 96LDAP server authentication 5

Seite 27 - DSS Address Books

© 2014 Hewlett-Packard Development Company, L.P.www.hp.com

Seite 28 - Replicated LDAP Address Book

Supported devicesDSS supports most recent high-end HP multifunction devices, Digital Senders, and some ScanJetproducts. This document refers to these

Seite 29

Embedded Digital Sending vs DSSThere are two ways to implement Digital Sending:1. Embedded Digital Sending. Embedded Digital Sending indicates device-

Seite 30

Table 1-1 Feature comparison (continued)Area Feature Pre-FutureSmart FutureSmart Addressing Direct LDAPReplicated LDAP DSS DSSPublic Address Book DS

Seite 31

●** — Not available on the HP ScanJet Enterprise 7000n Document Capture Workstation.●*** — Enterprise ScanJet products and MFP workflow products have

Seite 32 - Planning the DSS deployment

DSS vs Web JetadminHP Digital Sending Software and HP Web Jetadmin are two different software products availablefrom HP with very different value prop

Seite 33 - Temporary jobs folder

10 Chapter 1 Introduction to Digital Sending ENWW

Seite 34 - Hardware requirements

2 Theory of operationsThis chapter contains the following topics:●Components●Understand DSS data structures●Understand licensing●Understanding DSS Add

Seite 36 - Device firmware requirements

ComponentsFigure 2-1 DSS ComponentsDSS can be viewed as a system that consists of a number of components, where each componentprovides a specific set

Seite 37 - Multiple DSS servers

Figure 2-2 Configuration UtilityRemote Configuration UtilityThe Remote Configuration Utility is a version of the Configuration Utility that is design

Seite 38 - Port requirements

Internally, the DSS service is divided into several subcomponents and has dependencies. The belowfigure shows this at a high level:Figure 2-4 DSS Ser

Seite 39

Figure 2-5 OCR engineThe figure above shows the process flow for OCR processing in DSS. When DSS receives a job thatrequires OCR processing, it invok

Seite 40

Local Data StoreThe Local Data Store is the series of files located in the DSS installation directory, which is used tostore the DSS configuration dat

Seite 41

Understand DSS data structuresThe following describes the different types of data that makes up the DSS system and where they arestored.Table 2-2 DSS

Seite 42

●License activation and rehostingLicensing requirementsDSS server software does not require a license to operate. A license seat is required for each

Seite 43

Understanding DSS Address BooksDSS can maintain several different address books to make available to the devices maintained byDSS. This section will e

Seite 44

Replicated LDAP Address BookDSS is capable of replicating address information from an LDAP server into the DSS database. Thisallows users to access th

Seite 45 - Installation

Table 2-3 Accessing Address Books form a FutureSmart MFP (continued)View Non Signed-In user Signed-in UserLocal View Private MFP Guest Private MFP Gu

Seite 46

HP Digital Sending Software 5.01System Administrator Guide

Seite 47

22 Chapter 2 Theory of operations ENWW

Seite 48

3 Installation and configurationThis chapter contains the following topics:●Planning the DSS deployment●Installation●ConfigurationENWW 23

Seite 49

Planning the DSS deploymentThis section contains the following topics:●System and environment requirements●System security requirements for using DSSS

Seite 50

Table 3-1 DSS software requirements (continued)Area RequirementsExternal database Compatible databases which can be used if you choose not to install

Seite 51

Hardware requirementsDSS hardware requirements vary with the load put upon the system. The primary load is due toprocessing of jobs that come in from

Seite 52

Table 3-3 Recommended hardware configurations for load scenario (continued)Load scenario Processor Memory Free disk spacefor InstallationFree disk sp

Seite 53 - Configuration

Device firmware requirementsTo support DSS features, some devices require a minimum revision of firmware. Over time, as newfeatures become available i

Seite 54 - Licensing

Multiple DSS serversThere are several reasons for considering using multiple DSS servers:●If there are more than 1000 products to be managed, then mor

Seite 55 - Remove licenses

Port requirementsDSS 5.0 uses a number of industry standard network protocols and their corresponding TCP andUDP ports in order to facilitate its Digi

Seite 56 - Auto-generated licenses

Table 3-5 Ports used by DSS 5.0 (continued)Feature Type Protocol Port Role of DSS Can it bechanged?LDAP Replication& Authentication,simple over S

Seite 57 - Backup and Restore

Copyright© 2013 Copyright Hewlett-PackardDevelopment Company, L.P.Reproduction, adaptation or translationwithout prior written permission isprohibited

Seite 58 - Device management

SummaryIn its most basic configuration, DSS 5.0 requires ports 1783, 7627, and 5213 to function. Atinstallation, DSS will register itself with the des

Seite 59 - ENWW Configuration 51

◦HKEY_CURRENT_USER\Software\Hewlett-Packard\HP Digital Sending Software◦HKEY_LOCAL_MACHINE\SOFTWARE\Hewlett-Packard\HP Digital Sending Software 5.00◦H

Seite 60 - Add and remove devices

Like the Admin User, the Config User’s password ships as blank as a factory default. The passwordcan be set within the EWS in the same location as the

Seite 61

Figure 3-2 DSS common and device-specific credentials flowSet the DSS common credentials1. Click the Device Sign In button in the Configuration Utili

Seite 62 - Device configuration

2. In the Administrator credentials are required dialog, use “admin” or “config” for the Usernamefield, and then enter and verify a password in the Pa

Seite 63 - Table 3-8 Device List icons

InstallationThis section contains the following topics:●Pre-installation checklist●Installer screens and optionsPre-installation checklist1. Review th

Seite 64 - Device grouping

4. The License Agreement screen appears. Click Print to print a copy of the license agreement.Click I do not accept the terms in the license agreement

Seite 65 - Authentication

6. The Windows Firewall Configuration screen appears. Click to select the Allow DSS Installer toopen the required ports in Windows Firewall. check box

Seite 66

Figure 3-9 Software Installation – external database configuration (6 of 11)b. The HP DSS 5.0 External Database Configuration Tool screen appears.Fig

Seite 67 - ENWW Configuration 59

initial database configuration. Enter the credentials for a SQL-authorized user account,not a Windows-authorized user account.The “Create database usi

Seite 68

Table of contents1 Introduction to Digital Sending ...

Seite 69

The Configuration preview field displays the connection strings for the machine andcustomer databases as the connections strings are being entered. Wh

Seite 70 - LDAP server

9. The Microsoft SQL Server 2008 Setup Progress screen displays the installation progress for theSQL server. The DSS install program will install the

Seite 71 - General Device configuration

11. When the installation completes, the InstallShield Wizard Completed screen appears. Based onyour configuration and the options installed, a reboot

Seite 72 - General subtab

ConfigurationThe HP Digital Sending Software (DSS) executes as a Windows service and allows users to scandocuments at DSS-enabled devices, and send th

Seite 73 - Addressing subtab

Figure 3-15 Configuration Utility elementsTable 3-6 Configuration Utility elementsCallout Component Description1 Exclamation point An exclamation po

Seite 74 - Preferences subtab

Figure 3-16 General tab – DSS Configuration Utility2. In the Licenses section, click Add... The Add License dialog box appears.Figure 3-17 Add Lice

Seite 75 - Send to Folder

Figure 3-18 General tab – DSS Configuration Utility2. In the Licenses section, click the license you want to remove, and then click Remove.3. The lic

Seite 76

Backup and RestoreBackupFigure 3-19 DSS BackupClick the Backup button on the General tab of the Configuration Utility to reveal the DSS backupdialog

Seite 77 - ENWW Configuration 69

RestoreFigure 3-20 DSS RestoreAdministrators may access the Restore functionality in the CU by selecting the Restore button in theGeneral tab. The Re

Seite 78

Figure 3-21 Device Configuration tab1 23 4 5 61110987The Device Configuration tab contains the following elements.Table 3-7 Device Configuration tab

Seite 79 - Send to E‑mail

Replicated LDAP Address Book ... 20Accessing the Address Books from the device con

Seite 80 - Figure 3-39 E‑mail tab

Table 3-7 Device Configuration tab (continued)Callout Component Description2 Device List This list shows the individual devices using the DSS service

Seite 81

Figure 3-22 Device Configuration tab2. Click Add Device... The Add Devices dialog box appears.Figure 3-23 Add Devices dialog box3. If you know the

Seite 82 - Send to Fax

Figure 3-24 Device Configuration tab2. In the Device List, click to select the device you want to remove, and then click Remove Device.The Remove Dev

Seite 83 - Configure DSS

4. On the General tab, server administrators name, phone number, e-mail address, and optionallocation.5. On the Authentication tab, click to select th

Seite 84

Table 3-8 Device List icons (continued)Icon DescriptionThe device was seized by another computer that is running the Configuration Utility. The TCP/I

Seite 85

Remove devices from a group1. Right-click on a device and select Remove.2. Click Remove from Group.AuthenticationAuthentication is a security feature

Seite 86 - Send to Workflows

Figure 3-27 Authentication tab – LDAP Server132The LDAP Server option on the Authentication tab contains the following elements.Table 3-9 Authentica

Seite 87

Table 3-9 Authentication tab – LDAP Server (continued)Callout Component Description2 LDAP Sign In Setup Use the following fields to set up the sign-i

Seite 88 - Table 3-16 Workflows tab

Figure 3-28 LDAP authenticationHP DSSserverLDAPserver1. User credentials(DSMP-encrypted)6. Authenticated user’se-mail addresses5. Query results3. Aut

Seite 89

Table 3-10 Authentication tab – Microsoft Windows (continued)Callout Component Description2 Windows Sign in Setup(Kerberos and NTLM)Click Add to add

Seite 90

Authentication methods ... 57Configure the Device ...

Seite 91

Figure 3-30 Windows Active Directory authenticationHP DSSserverLDAP serverDomaincontroller1. User credentials(DSMP-encrypted)6. Authentication user’s

Seite 92

Configure the DeviceFigure 3-31 Authentication subtab – Configure Devices tab setThe Authentication subtab on the Configure Devices tab set contains

Seite 93

●Log subtab●Preferences subtabFor information about the remaining tabs, see the following topics:●Table 3-11 Authentication subtab — Configure Devices

Seite 94

Addressing subtabFigure 3-33 Addressing subtab on the Device Configuration tab setThe Addressing tab is used to configure a device's ability to

Seite 95

Log subtabThe Log subtab on the Configure Device tab set displays the job log information for jobs sent fromthat device.Figure 3-34 Log subtab in the

Seite 96

Table 3-13 Preferences subtab on the Configure Devices tab setCallout Component Description1 Default Scanner Settings Use Default Scanner Settings to

Seite 97 - Configure the Device

Table 3-14 Send to Folder tabCallout Component Description1 Predefined folders The Predefined folders list shows the folders as they are added to the

Seite 98 - Addressing

Figure 3-37 Add a Predefined Folder screen1. Click the Add button to open the Add Network Folder Path screen.ENWW Configuration 69

Seite 99

Figure 3-38 Add Network Folder Path screen2. Click the Browse button to select a folder path.3. Select the credentials that should be used to gain ac

Seite 100 - Table 3-20 Addressing tab

8. Repeat steps 1 through 7 to add more folders.9. Click the OK button to save the folder settings.Configure the DeviceIn the Configuration Utility, u

Seite 101

DSS templates ... 99Create a template

Seite 102

Figure 3-39 E‑mail tab1The E‑mail tab contains the following elements.Table 3-15 E‑mail tabCallout Component Description1 Outgoing E‑mail Server(SMT

Seite 103 - Exchange contacts

Figure 3-40 The E‑mail tab2. Click Add. The Add SMTP Gateway dialog box appears.Figure 3-41 Add SMTP Gateway dialog box3. Type the host name or TCP/

Seite 104 - LDAP filters

●Fax: send faxes when the fax send method is set to Internet Fax. Since the Send to Faxfeature also uses an e-mail interface, checking this box indica

Seite 105

Analog faxDSS can be used to configure the settings for the embedded analog fax modem in a device. Use theSend to Fax tab in the Device Configuration

Seite 106

Figure 3-42 Fax tab – Internet fax optionTo configure Internet faxWith an Internet fax service, faxes are sent in e‑mail. When using DSS, the user sp

Seite 107 - DSS templates

8. Select the check box to use the authenticated user's e‑mail address as the return e‑mailaddress. If the device user's e‑mail address is n

Seite 108 - Create a template

7. Complete the Dialing Settings section by typing in the values you want to use in the MaximumRetry Attempts and Retry Interval (minutes) text boxes.

Seite 109

The available destinations for workflow are:●Folders●FTP sites●SharePoint®●PrintersMetadata files are not created and printed for send to printer work

Seite 110 - 1 Template

Figure 3-44 The Workflows tab1Table 3-16 Workflows tabCallout Component Description1 Workflows This list shows the workflows that are set up and ava

Seite 111

GroupsThe first step in creating a workflow process is to create a workflow group.NOTE: Rather than creating a new group, the default group, called th

Seite 112

1 Introduction to Digital SendingThis chapter contains the following topics:●Digital sending overview●Introduction to DSS●Embedded Digital Sending vs

Seite 113 - Apply a template

are saved in the metadata file, which is stored with the document image for use by the third-party workflow software program.Follow these instructions

Seite 114

iv. In the Help Text text box, type the help text for the prompt. The help text appears if theuser touches HELP on the device control panel while the

Seite 115 - 4 Support and troubleshooting

2. Click Add Form. The Workflow Form dialog box appears.Figure 3-47 Workflow Form dialog box3. In the Form Name text box, type a name for the new for

Seite 116 - Obtaining support

10. Click OK to accept all of the settings on the Workflow Form dialog box. The new form appears inthe workflows list on the Workflows tab.NOTE: A wor

Seite 117 - DSS error messages

7. In the Authentication Settings section, type in the username and password that are required forthe FTP server.8. Select a setting from the Image Pr

Seite 118

3. In the Form Name text box, type a name for the new form. The name must be unique within theworkflow menu.4. Select Printer in the Destination Type

Seite 119

2. Click Add Form. The Workflow Form dialog box appears.Figure 3-50 Workflow Form dialog box3. In the Form Name text box, type a name for the new for

Seite 120

the device. Or click to select the Always use these credentials option and then type in theWindows Domain, Username, and Password. Click Verify Access

Seite 121

AddressingThis section contains the following topics:●Address Book Manager●Personal address books●Exchange contacts●Guest address book●Public address

Seite 122

Table 3-19 Address Book ManagerCallout Component Description1 DSS Address Books The DSS Address Books list shows the address books available to thede

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