HP DIGITAL SENDING SOFTWARE 5.0System Administrator Guide
Digital sending overviewHP Digital Sending technology offers a fast, simple, and reliable way to capture valuable informationfrom paper-based document
Figure 3-53 The Addressing tab1234Table 3-20 Addressing tabCallout Component Description1 Search Method Click to select Quick Search to find matches
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
Table 3-21 Address book synchronizationMethod Description Effect at the control panelUsing a replicated LDAP address book DSS takes a snapshot of the
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
Guest address bookThe Guest address book is always available to all devices and cannot be disabled. This address bookis used to store addresses added
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
2. Click to select the Enable Authentication check box, and then select Microsoft Windows from theAuthentication Method drop-down menu.Figure 3-56 Au
NOTE: NTLM authentication can be used as the bind method for option one. Option two onlyprovides Simple authentication. If Simple is chosen, the usern
●Pre-FutureSmart●FutureSmartPre-FutureSmart templates are derived from the configuration settings of pre-FutureSmart products.FutureSmart templates ar
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
Introduction to DSSThis section contains the following topics:●Advantages of DSS●Features overview●Supported devicesAdvantages of DSSThe HP Digital Se
Figure 3-58 DSS Template Configuration tab1 2 Table 3-22 DSS Template Configuration tabCallout Component Description1 TemplateGroupsA list of the te
Figure 3-59 DSS template groups1 2 3Table 3-23 DSS template groupsCallout Component Description1NestedtemplategroupsA list of the nested template gr
The following table is a scaled down example of template application ordering and settingsprecedence.Table 3-24 Template groups apply order exampleTe
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
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
4 Support and troubleshootingThis chapter contains the following topics:●Obtaining support●DSS error messagesENWW 107
Obtaining supportThis section contains the following topics:●HP Customer Care service and support●Finding documentation and other supporting informati
DSS error messagesSelect the Notify administrator of critical error check box on the General tab of the ConfigurationUtility to receive e‑mail message
110 Chapter 4 Support and troubleshooting ENWW
IndexAAddress Book Manager (ABM)90importing addresses 91addressingAddress Book Manager(ABM) 90configuring address books 91Exchange contacts 95guest ad
Routing e‑mail through the DSS server simplifies SMTP security management inenvironments with Access Control List security on the SMTP gateways.◦SMTP
requirements 24settings 37using the installer 37internet site, HP 108IRIS OCR engine 14LLDAP filters 96LDAP replication 96LDAP server authentication 5
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Supported devicesDSS supports most recent high-end HP multifunction devices, Digital Senders, and some ScanJetproducts. This document refers to these
Embedded Digital Sending vs DSSThere are two ways to implement Digital Sending:1. Embedded Digital Sending. Embedded Digital Sending indicates device-
Table 1-1 Feature comparison (continued)Area Feature Pre-FutureSmart FutureSmart Addressing Direct LDAPReplicated LDAP DSS DSSPublic Address Book DS
●** — Not available on the HP ScanJet Enterprise 7000n Document Capture Workstation.●*** — Enterprise ScanJet products and MFP workflow products have
DSS vs Web JetadminHP Digital Sending Software and HP Web Jetadmin are two different software products availablefrom HP with very different value prop
10 Chapter 1 Introduction to Digital Sending ENWW
2 Theory of operationsThis chapter contains the following topics:●Components●Understand DSS data structures●Understand licensing●Understanding DSS Add
ComponentsFigure 2-1 DSS ComponentsDSS can be viewed as a system that consists of a number of components, where each componentprovides a specific set
Figure 2-2 Configuration UtilityRemote Configuration UtilityThe Remote Configuration Utility is a version of the Configuration Utility that is design
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
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
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
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
●License activation and rehostingLicensing requirementsDSS server software does not require a license to operate. A license seat is required for each
Understanding DSS Address BooksDSS can maintain several different address books to make available to the devices maintained byDSS. This section will e
Replicated LDAP Address BookDSS is capable of replicating address information from an LDAP server into the DSS database. Thisallows users to access th
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
HP Digital Sending Software 5.01System Administrator Guide
22 Chapter 2 Theory of operations ENWW
3 Installation and configurationThis chapter contains the following topics:●Planning the DSS deployment●Installation●ConfigurationENWW 23
Planning the DSS deploymentThis section contains the following topics:●System and environment requirements●System security requirements for using DSSS
Table 3-1 DSS software requirements (continued)Area RequirementsExternal database Compatible databases which can be used if you choose not to install
Hardware requirementsDSS hardware requirements vary with the load put upon the system. The primary load is due toprocessing of jobs that come in from
Table 3-3 Recommended hardware configurations for load scenario (continued)Load scenario Processor Memory Free disk spacefor InstallationFree disk sp
Device firmware requirementsTo support DSS features, some devices require a minimum revision of firmware. Over time, as newfeatures become available i
Multiple DSS serversThere are several reasons for considering using multiple DSS servers:●If there are more than 1000 products to be managed, then mor
Port requirementsDSS 5.0 uses a number of industry standard network protocols and their corresponding TCP andUDP ports in order to facilitate its Digi
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
Copyright© 2013 Copyright Hewlett-PackardDevelopment Company, L.P.Reproduction, adaptation or translationwithout prior written permission isprohibited
SummaryIn its most basic configuration, DSS 5.0 requires ports 1783, 7627, and 5213 to function. Atinstallation, DSS will register itself with the des
◦HKEY_CURRENT_USER\Software\Hewlett-Packard\HP Digital Sending Software◦HKEY_LOCAL_MACHINE\SOFTWARE\Hewlett-Packard\HP Digital Sending Software 5.00◦H
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
Figure 3-2 DSS common and device-specific credentials flowSet the DSS common credentials1. Click the Device Sign In button in the Configuration Utili
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
InstallationThis section contains the following topics:●Pre-installation checklist●Installer screens and optionsPre-installation checklist1. Review th
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
6. The Windows Firewall Configuration screen appears. Click to select the Allow DSS Installer toopen the required ports in Windows Firewall. check box
Figure 3-9 Software Installation – external database configuration (6 of 11)b. The HP DSS 5.0 External Database Configuration Tool screen appears.Fig
initial database configuration. Enter the credentials for a SQL-authorized user account,not a Windows-authorized user account.The “Create database usi
Table of contents1 Introduction to Digital Sending ...
The Configuration preview field displays the connection strings for the machine andcustomer databases as the connections strings are being entered. Wh
9. The Microsoft SQL Server 2008 Setup Progress screen displays the installation progress for theSQL server. The DSS install program will install the
11. When the installation completes, the InstallShield Wizard Completed screen appears. Based onyour configuration and the options installed, a reboot
ConfigurationThe HP Digital Sending Software (DSS) executes as a Windows service and allows users to scandocuments at DSS-enabled devices, and send th
Figure 3-15 Configuration Utility elementsTable 3-6 Configuration Utility elementsCallout Component Description1 Exclamation point An exclamation po
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
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
Backup and RestoreBackupFigure 3-19 DSS BackupClick the Backup button on the General tab of the Configuration Utility to reveal the DSS backupdialog
RestoreFigure 3-20 DSS RestoreAdministrators may access the Restore functionality in the CU by selecting the Restore button in theGeneral tab. The Re
Figure 3-21 Device Configuration tab1 23 4 5 61110987The Device Configuration tab contains the following elements.Table 3-7 Device Configuration tab
Replicated LDAP Address Book ... 20Accessing the Address Books from the device con
Table 3-7 Device Configuration tab (continued)Callout Component Description2 Device List This list shows the individual devices using the DSS service
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
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
4. On the General tab, server administrators name, phone number, e-mail address, and optionallocation.5. On the Authentication tab, click to select th
Table 3-8 Device List icons (continued)Icon DescriptionThe device was seized by another computer that is running the Configuration Utility. The TCP/I
Remove devices from a group1. Right-click on a device and select Remove.2. Click Remove from Group.AuthenticationAuthentication is a security feature
Figure 3-27 Authentication tab – LDAP Server132The LDAP Server option on the Authentication tab contains the following elements.Table 3-9 Authentica
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
Figure 3-28 LDAP authenticationHP DSSserverLDAPserver1. User credentials(DSMP-encrypted)6. Authenticated user’se-mail addresses5. Query results3. Aut
Table 3-10 Authentication tab – Microsoft Windows (continued)Callout Component Description2 Windows Sign in Setup(Kerberos and NTLM)Click Add to add
Authentication methods ... 57Configure the Device ...
Figure 3-30 Windows Active Directory authenticationHP DSSserverLDAP serverDomaincontroller1. User credentials(DSMP-encrypted)6. Authentication user’s
Configure the DeviceFigure 3-31 Authentication subtab – Configure Devices tab setThe Authentication subtab on the Configure Devices tab set contains
●Log subtab●Preferences subtabFor information about the remaining tabs, see the following topics:●Table 3-11 Authentication subtab — Configure Devices
Addressing subtabFigure 3-33 Addressing subtab on the Device Configuration tab setThe Addressing tab is used to configure a device's ability to
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
Table 3-13 Preferences subtab on the Configure Devices tab setCallout Component Description1 Default Scanner Settings Use Default Scanner Settings to
Table 3-14 Send to Folder tabCallout Component Description1 Predefined folders The Predefined folders list shows the folders as they are added to the
Figure 3-37 Add a Predefined Folder screen1. Click the Add button to open the Add Network Folder Path screen.ENWW Configuration 69
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
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
DSS templates ... 99Create a template
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
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/
●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
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
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
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
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.
The available destinations for workflow are:●Folders●FTP sites●SharePoint®●PrintersMetadata files are not created and printed for send to printer work
Figure 3-44 The Workflows tab1Table 3-16 Workflows tabCallout Component Description1 Workflows This list shows the workflows that are set up and ava
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
1 Introduction to Digital SendingThis chapter contains the following topics:●Digital sending overview●Introduction to DSS●Embedded Digital Sending vs
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
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
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
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
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
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
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
the device. Or click to select the Always use these credentials option and then type in theWindows Domain, Username, and Password. Click Verify Access
AddressingThis section contains the following topics:●Address Book Manager●Personal address books●Exchange contacts●Guest address book●Public address
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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