KYOCERA Kyocera Net Manager v75 Guide

KYOCERA Kyocera Net Manager v75 Guide

KYOCERA Net Manager New Features Guide 7.5

Legal notes

Unauthorized reproduction of all or part of this guide is prohibited.

The information in this guide is subject to change without notice.

We cannot be held liable for any problems arising from the use of this product, regardless of the information herein.

© 2019 KYOCERA Document Solutions Inc.

Regarding trademarks

Microsoft ® , Windows ® , and Active Directory ® are registered trademarks of Microsoft Corporation in the U.S. and/or other countries.

All other brand and product names herein are registered trademarks or trademarks of their respective companies.

Table of Contents

Chapter 1 Introduction

KYOCERA Net Manager documentation...........................................................................................1-1 What is KYOCERA Net Manager?....................................................................................................1-1

Conventions....................................................................................................................................... 1-2

Chapter 2 New and Updated Features

Language support.............................................................................................................................. 2-1 Minimum upgrade version................................................................................................................. 2-1 Support removed for 32-bit Operating Systems................................................................................2-1

Upgraded third-party components..................................................................................................... 2-2 Code Books: Edit default value.........................................................................................................2-2

Code Books: Internal code list rights set to All users by default.......................................................2-3 Code Books: MS Exchange Address Book.......................................................................................2-3

Set up Microsoft Exchange Server for MS Exchange Code Book.............................................. 2-4

Set up MS Exchange Address Book Code Book........................................................................2-9

Easy Scan: Create a Terminal Action that uses MS Exchange Code Book to send as email...........................................................................................................................................2-11

Easy Scan: Create a Terminal Action that uses MS Exchange Code Book to send as fax....... 2-12

Easy Scan: Use Terminal Action with Exchange Code Book....................................................2-14

Easy Copy: Enable Duplex to Simplex and Simplex to Duplex options..........................................2-16

Easy Copy: Using the Duplex to Simplex and Simplex to Duplex feature................................ 2-18

Easy Scan: Add User and Device parameters to metadata file......................................................2-19

Easy Scan: Create a Terminal Action that includes User and Device parameters.................... 2-20

Easy Scan: Use a Terminal Action that includes User or Device parameters........................... 2-23

Easy Scan: Set scan owner using Connect as...............................................................................2-24

Connect as: KYOCERA Net Manager Print Server service...................................................... 2-26

Connect as: User doing the scan..............................................................................................2-28

Connect as: Other user............................................................................................................. 2-30

Easy Scan / Easy Copy / Easy Fax: Validator field for Text parameter field................................... 2-32 Create Validator for text Parameter...........................................................................................2-32

Use a Validator on Embedded Terminal....................................................................................2-33

Embedded Terminal: Automatic selection of single list item in External workflow...........................2-34

Embedded Terminal: Back button improvement for external workflows..........................................2-35

External Systems: Scan to AWS S3 cloud storage.........................................................................2-36 Enable AWS S3 on KNM.......................................................................................................... 2-36 Set AWS S3 as a destination for Easy Scan............................................................................ 2-36

Jobs: Jobs via AirPrint.....................................................................................................................2-38 Jobs: Enable Jobs via AirPrint.................................................................................................. 2-38 Jobs: Install KNM Mobile Print Agent........................................................................................2-38

Set up queues for AirPrint.........................................................................................................2-39

Jobs: Using AirPrint................................................................................................................... 2-40

Remove KNM Mobile Print Agent............................................................................................. 2-41

KYOCERA Net Manager i

Jobs: Jobs via IPPS........................................................................................................................ 2-41 Jobs: Enable Jobs via IPPS......................................................................................................2-41

Project Accounting: Allow scanning without a project code............................................................ 2-42 ScannerVision integration: Update for ScannerVision 8.10.0 or later.............................................

ScannerVision: Add External System to KNM server...............................................................

2-42

ScannerVision: Enable secure connection on the KNM server.................................................2-43 ScannerVision: Add security certificates to KNM server and Embedded Terminal....................2-43

2-45

ScannerVision: Server installation.............................................................................................

ScannerVision: FTP-ES server settings....................................................................................

2-46 ScannerVision: Network server settings.................................................................................... 2-46

2-48

ScannerVision: Templates..........................................................................................................2-49

ScannerVision: Clients............................................................................................................... 2-53

ScannerVision: Users.................................................................................................................2-55

ScannerVision: Start server.......................................................................................................

2-56

ScannerVision: Add external workflow to KNM......................................................................... 2-57

ScannerVision: Using Embedded Terminal on a printer............................................................2-58

Smart Job Manager: Unified installer.............................................................................................. 2-59 Smart Job Manager: GUI and silent install............................................................................... 2-59 Smart Job Manager: GUI and silent uninstall........................................................................... 2-59

Smart Print Services: Unified installer.............................................................................................2-60 Smart Print Services: GUI and silent install.............................................................................. 2-60

Smart Print Services: GUI and silent uninstall.......................................................................... 2-61

Note:

Not available in the North/South American Markets.

ii New Features Guide 7.5

1 Introduction

Introduction

Written for KYOCERA Net Manager administrators, this document describes new and updated features available in this version of the product. Using this guide, admins can implement the new features as needed.

KYOCERA Net Manager documentation

Documentation for administrators

KYOCERA Net Manager (KNM) New Features Guide KYOCERA Net Manager Admin Guide KYOCERA Net Manager Embedded Terminal Guide KYOCERA Net Manager Installation Guide

Provides an overview of the new features available in this version of KYOCERA Net Manager.

Describes administration and configuration features such as accounting, cloud licensing, remote terminal management, upgrade, server backup, and uninstall.

Describes installing and configuring KYOCERA Net Manager Embedded Terminal and use of Terminal Manager.

Provides instructions for installing software and initial configuration, searching printing devices, adding users, creating print queues, assigning terminals to printing devices, and setting up printer drivers.

Documentation for administrators and users

KYOCERA Net Manager User Guide

Describes how to use the KYOCERA Net Manager web interface and the KYOCERA Net Manager Embedded Terminal.

What is KYOCERA Net Manager?

KYOCERA Net Manager is a server-based web application that manages your printing devices and user policies to provide secure printing and copying, and to provide accounting of print-related expenses. Efficient use of your printing resources is provided by the

Print&Follow

function which allows users to securely print to any printer managed by KYOCERA Net Manager.

KYOCERA Net Manager offers many advantages:

KYOCERA Net Manager 1-1

Introduction

Authentication

Access printers using a PIN or an ID card, or user name and password combination. KYOCERA Net Manager can be set to use a two-step authentication combination such as ID card and PIN.

Security

Secure printing, data encryption and the

Print&Follow

function ensure that your documents can only be accessed and printed by authorized people.

Reporting

KYOCERA Net Manager keeps detailed statistics about all aspects of printing and printers, scanning and copying, projects, accounting, and users and groups.

Personalized Features

KYOCERA Net Manager allows KNM admins to show different functions and applications per user based on the user’s requirements.

Easy Scan

One click changes the destination of your scanned documents and their metadata. You may choose between your home folder, fax server, or email address.

Mobile printing

Print documents from your mobile device by sending the job to the KYOCERA Net Manager server using the mobile app.

Conventions

The following conventions may be used in this guide: • Menu items and buttons appear in they appear on the screen.

• Document titles appear in

italics

.

bold text

.

• Screen, text box, and drop-down menu titles are spelled and punctuated exactly as • Text or commands that a user needs to enter are displayed as text in a different font or in a text box as shown in these examples: 1. On the command line, enter net stop program 2. Create a batch file that includes these commands: • Icons are used to draw your attention to certain pieces of information. Examples: This is a NOTE icon. This indicates information that is useful to know.

1-2 New Features Guide 7.5

Introduction

This is a CAUTION icon. This indicates important information that you need to know, including such things as data loss if the procedure is not done properly.

This is a TIP icon. It indicates a small but useful piece of practical, non-essential information.

KYOCERA Net Manager 1-3

2 New and Updated Features

New and Updated Features Language support

Support for the following languages is now available on the KNM server Web UI and Embedded Terminal UI: • Dutch: Nederlands (Nederland) • Flemish: Nederlands (België)

Minimum upgrade version

Only KNM versions 6.0 and later can be upgraded to version 7.5. If an attempt is made to upgrade from a version earlier than 6.0, a message is displayed and the installation is stopped.

Support removed for 32-bit Operating Systems

32-bit Operating Systems are no longer supported for KNM Print Server installation.

Installation on a 32-bit OS results in an error message displayed and the installation is stopped.

KYOCERA Net Manager 2-1

New and Updated Features

Upgraded third-party components

• • • • The following third-party components have been upgraded to these versions:

Firebird:

3.0.4.33054 (from KNM 7.4.3)

OpenSSL (Apache):

1.1.1b

Apache:

2.4.39

PHP:

7.2.20

Code Books: Edit default value

In a Code Book, Terminal Actions with a Parameter tab allow the default value for any available parameters to be edited.

1

Go to

Settings

>

Terminal Actions

and select the Terminal Action where you want to set a default value.

2 3 4 5

Select the

Parameters

tab.

Open the

Parameter

to be changed.

Select the

Default value

menu and choose the new default value.

(Optional) Clear the

Prohibit change of value

check box to allow a user to override the new default on the Embedded Terminal. This example shows that Monochrome will be the default value displayed on the Embedded Terminal and that users are able to change to a different selection.

2-2

6

Select

Save

.

New Features Guide 7.5

New and Updated Features

Code Books: Internal code list rights set to All users by default

When adding codes for an Internal code list Code Book,

All users

are added by default to the Rights field.

Remove All users and reassign the rights if

All users

is not intended.

Code Books: MS Exchange Address Book

The

MS Exchange Address Book

is a Code Book used to retrieve the personal contacts from a Microsoft Exchange server of the user logged in to an Embedded Terminal. These personal contacts can be used as a destination for scanned files.

A special account must be established on the MS Exchange server for use by KNM before setting up the MS Exchange Address Book. This MS Exchange server account has special rights that allow the account to access other user's mailboxes to retrieve contacts from user's Personal Address Books via EWS (Exchange Web Services).

The KNM server does not change any data on the Exchange server nor is any data saved in the KNM database except for items marked as favorites. In that case, the name of the contact and value are retained. For example, only auser and auser@mail.com are retained if this user is made a favorite.

Using the MS Exchange Address Book, it is possible to set scan profile parameters to retrieve personal contact email address, phone number, and fax number from an Exchange Server.

Only 50 items can be displayed on the Embedded Terminal, including favorites. If a contact has two email addresses, they count as two items.

Contacts that are not displayed due to the 50-item limit can be searched and selected.

There are three steps to set up this feature:

1.

2.

3.

Create a special account on the MS Exchange server to be used by KNM.

Create an MS Exchange Address Book Code Book.

Create a Terminal Action that uses the Code Book.

KYOCERA Net Manager 2-3

New and Updated Features

Supported MS Exchange versions

MS Exchange version

Exchange Server 2013 and earlier Exchange Server 2013 SP1 Exchange Server 2016 Exchange Server 2019 Office365

Supported

Not supported Supported Supported Supported Not supported

Note

Build version 15.0.847.32

and later

Set up Microsoft Exchange Server for MS Exchange Code Book

An account must be set up on the Microsoft Exchange server with the ApplicationImpersonation role to access the Personal Contacts of a user logged on to the Embedded Terminal.

The user.

ApplicationImpersonation role enables applications to impersonate users in an organization to perform tasks on behalf of the

1

Open the Exchange Admin Center.

2-4

2

Select

permissions

>

admin roles

>

+

to create a new admin role.

The Role Group / new role group window displays.

New Features Guide 7.5

3

Enter a

Name

for the new role group.

New and Updated Features KYOCERA Net Manager

4

Under

Roles

, select

+

.

The Select a Role window displays.

2-5

New and Updated Features

5

Select

ApplicationImpersonation

from the list.

2-6

6 7

Select

add ->

.

ApplicationImpersonation displays next to the

add ->

button.

Select

OK

.

New Features Guide 7.5

The New Role group window displays.

New and Updated Features

8 9 10

Under

Members

, select

+

.

The Select Members window displays.

Select

Administrator

from the list.

Select

add ->

.

Administrator displays next to the

add ->

button.

KYOCERA Net Manager 2-7

New and Updated Features

11

Select

OK

.

2-8 New Features Guide 7.5

12

Select

Save

.

New and Updated Features

The following login information for this account is needed to create the Exchange Code Book on KNM: • Exchange server IP address or hostname • User name of the account that has the ApplicationImpersonation role • Password for the account • Security type: SSL or none

Set up MS Exchange Address Book Code Book

After the account has been set up on the MS Exchange Server that has the ApplicationImpersonation role, a new Code Book can be set up on KNM.

KYOCERA Net Manager 2-9

New and Updated Features

1 2 3

Go to

Settings

>

Code Books

.

Select

+Add

.

Select

MS Exchange Address Book

.

4

• • • • • A blank Code Book window displays.

On the General tab, complete all the required fields:

Name:

The name of the new Code Book

Server:

The Exchange Server IP address or hostname

User:

The User name that was created on the Exchange Server that has the ApplicationImpersonation role to access other users' mailboxes

Password:

Password of the user

Security:

None or SSL

2-10

5 6

Select

Test

to check that the connection is operational.

Select

Save

.

The new Code Book is ready for use.

New Features Guide 7.5

New and Updated Features

Easy Scan: Create a Terminal Action that uses MS Exchange Code Book to send as email

After the

MS Exchange Address Book

Code Book has been created in KNM, create a Terminal Action to use the Code Book to send a scan as an email.

These instructions assume that users on the KNM server are set to use an authentication server so that usernames and passwords for email and Embedded Terminal login match. This lets the Exchange Server display the correct personal contacts for the user when they log in.

1

Select

Settings

>

Printers

>

Terminal Actions

>

+Add

>

New Node

>

Easy Scan

to create a new Easy Scan Terminal Action.

2 3

Enter a Title for the new Terminal Action and select

Save

.

Select the

Parameters

tab.

Add the Exchange Code Book to a Parameter for email: 4

Select

+Add

.

5 6 7

Enter a Title for the new Parameter. For this example, type Exchange mail .

From the Type menu, select

Code Book

.

From the Code Book menu, select the name of the Exchange Code Book that was created. For this example, the name is

Exchange Codebook

.

8

From the Default value menu, select Terminal.

If

Phone Email

. This will display the email addresses of entries in the user's Personal Contacts on the Embedded is selected, the Embedded Terminal displays phone numbers. If

Fax

is selected, the Embedded Terminal displays fax numbers.

9

Select

Advanced

to reveal the

Reference

text box.

KYOCERA Net Manager 2-11

New and Updated Features

10

In the

Reference

text box, type exchange . This is how you will refer to this parameter on the Destinations tab.

2-12

11

Select

Save

.

Add an Email Destination: 12

Select the

Destinations

tab.

13 14 15 16

Select

+Add

.

In the General area, from the Type menu, select

Email

.

In the Parameters area, in the Recipient text box, type %exchange% .

Select

Save

.

This Terminal Action is now available for use on the Embedded Terminal. A logged in user will see their personal contact list as possible destinations to send a scan via email.

Easy Scan: Create a Terminal Action that uses MS Exchange Code Book to send as fax

After the

MS Exchange Address Book

Code book has been created in KNM, a Terminal Action can be created to use the Code Book to send a fax.

The fax numbers in the user's MS Exchange Personal Contacts list should be listed as Business Fax or Other Fax for KNM to recognize and display the fax numbers on the Embedded Terminal.

These instructions assume that users on the KNM server are set to use an authentication server so that usernames and passwords for email and

New Features Guide 7.5

New and Updated Features

Embedded Terminal login match. This lets the Exchange Server display the correct personal contact information for the user when they log in.

These instructions also assume you are using a Microsoft Fax server or a 3rd-party online fax system to accept emails with attachments from the KNM server to forward as faxes. On any 3rd-party online fax systems, make sure that the KNM Outgoing SMTP Server

Sender email address

is set as an address that can send outgoing faxes.

1

Select

Settings

>

Printers

>

Terminal Actions

>

+Add

>

New Node

>

Easy Scan

to create a new Easy Scan Terminal Action.

2 3

Enter a Title for the new Terminal Action and select

Save

.

Select the

Parameters

tab.

Add the Exchange Code Book to a Parameter for fax: 4

Select

+Add

.

5 6 7

Enter a Title for the new Parameter. For this example, type Exchange fax .

From the Type menu, select

Code Book

.

From the Code Book menu, select the name of the Exchange Code Book that was created. For this example, the name is

Exchange Codebook

.

8

From the Default value menu, select displayed.

Fax

. This will display the fax numbers of entries in the user's Personal Contacts on the Embedded Terminal. If an entry in the User's Personal Contacts list does not have a fax number, the entry is not

9 10

Select

Advanced

to reveal the

Reference

text box.

In the

Reference

text box, type exchange . This is how you will refer to this parameter on the Destinations tab.

KYOCERA Net Manager 2-13

New and Updated Features

11

Select

Save

.

Add a fax Destination: 12

Select the

Destinations

tab.

13 14 15

Select

+Add

.

In the General area, from the Type menu, select

Fax Server

.

In the Parameters area, in the Fax address template text box, type: %exchange%@faxserverdomain.com

16 17

where faxserverdomain.com

is the fax server for your domain.

From the Sender menu, select the email address that matches the email address at

Settings

>

Network

>

Outgoing SMTP Server

>

Sender email

.

This email address is associated with the fax being sent out.

Select

Save

.

This Terminal Action is now available for use on the Embedded Terminal. A logged-in user will see their personal contact list as possible destinations to send a scan via fax.

If there are entries in the User's Personal Contacts list that do not have fax numbers, those entries are not displayed.

Easy Scan: Use Terminal Action with Exchange Code Book

When a Terminal Action is set up to use an Exchange Code Book: • Personal contacts are retrieved from the user mailbox defined in the KNM user's email.

• Only the first 50 items from the user's personal contacts are shown. To use a contact that is not displayed, the user needs to perform a search.

• Searching for contacts is done by contact name.

• Contacts retrieved are parsed. If a contact contains multiple values, such as 3 email addresses, each value is displayed as a new item on the Embedded Terminal.

• To • To

add

a Favorite contact, select the star icon (Favorite) next to the contact name, select the contact name, and then perform a scan. Any Favorites set appear at the top of the list the next time a scan is made.

remove

a Favorite contact, select the star icon (Favorite) to clear the star, select the contact name, and perform a scan. The Favorite is removed from the contact the next time the feature is used.

This example shows using a Terminal Action that sends a scan as a fax.

1

On the Embedded Terminal, select the Terminal Action that uses the Exchange Code Book.

2-14 New Features Guide 7.5

New and Updated Features

2

Select

Exchange fax

. Exchange fax was set as the name of the Parameter used to access the Exchange Code Book in this example.

3

Select an entry where the scan will be sent. Note that in this example, Acme Corp has 3 different fax numbers. For this example, the Business number is selected

KYOCERA Net Manager 2-15

New and Updated Features

4

The Embedded Terminal displays the name of the contact that was selected.

Select the check mark to scan and send the fax.

Easy Copy: Enable Duplex to Simplex and Simplex to Duplex options

Users can select an option on Easy Copy to: • Copy 2-sided documents (duplex) and have the printed output be 1-sided (simplex) • Copy 1-sided documents (simplex) and have the printed output be 2-sided (duplex) This feature must be enabled to let users access the feature.

1 2 3 4

Go to

Settings

>

Printers

>

Terminal Actions

.

Select

Easy Copy

.

Select the

Parameters

tab.

Open the

Duplex

parameter.

2-16 New Features Guide 7.5

New and Updated Features

5

To allow users to choose the 1-sided to 2 sided or 2-sided to 1-sided option on the Embedded Terminal, clear the

Prohibit change of value

check box.

6

Select

Save

.

Once the setting change is made, when a user selects Easy Copy on the Embedded Terminal, they see the Duplex option is available.

Users can select an option for scanning and output.

KYOCERA Net Manager 2-17

New and Updated Features 2-18

Easy Copy: Using the Duplex to Simplex and Simplex to Duplex feature

With this feature enabled on Easy Copy: • Users with 2-sided (duplex) documents can scan and print them as 1-sided (simplex) documents • Users with 1-sided (simplex) documents can scan and print them as 2-sided (duplex) documents The Binding setting is fixed as Left/Right.

1 2 3 4 5

On the Embedded Terminal, select

Easy Copy

.

Place your documents in the document feeder.

Select

Duplex

.

To scan 2-sided (duplex) documents and print them as 1-sided (simplex) documents: a) From the list that displays, select

2-sided to 1-sided

.

b) Select the check mark to start the copy job.

The 2-sided documents are scanned and then printed as 1-sided documents.

To scan 1-sided (simplex) documents and print them as 2-sided (duplex) documents: a) From the list that displays, select

1-sided to 2-sided

.

b) Select the check mark to start the copy job.

New Features Guide 7.5

New and Updated Features

The 1-sided documents are scanned and then printed as 2-sided documents.

Easy Scan: Add User and Device parameters to metadata file

User and device properties can be added to Easy Scan Terminal Action parameters and output as a metadata file included with the scan file.

The following parameters can be added in the metadata file.

These values are read-only and cannot be changed.

User properties

• User name • Full name • Email • Folder or email for storing scanned documents • Code (Personal number) • Phone • Notes • Accounting Group

Device properties

• Name • Location • IP address • Brand • Model

KYOCERA Net Manager 2-19

New and Updated Features

• Serial number • Asset number • Notes

2-20

Easy Scan: Create a Terminal Action that includes User and Device parameters

This example shows how to add parameters that can be used in an Easy Scan Terminal Action.

The example adds two parameters to the same Terminal Action: • a User property (Email) • a Device property (Location) All User and Device parameters you add on the Parameters tab are included in the sent metadata XML file. The added parameters can but do not have to be used on the Destinations tab.

The example uses these two parameters on the Destination page and sends a metadata XML file along with the scan file.

1

Select

Settings

>

Printers

>

Terminal Actions

>

+Add

>

New Node

>

Easy Scan

to create a new Easy Scan Terminal Action.

2 3

Enter a Title for the new Terminal Action and select

Save

.

Select the

Parameters

tab.

Add a User properties parameter: 4

Select

+Add

.

New Features Guide 7.5

New and Updated Features

5 6 7 8 9

Enter a Title for the new Parameter. For this example, type

email

.

From the Type menu, select

User Properties

.

From the Value menu, select an option. For this example, select

Email

.

Select

Advanced

to reveal the

Reference

text box.

In the

Reference

text box, type email . This is how you will refer to this parameter on the Destinations tab.

Add a Device properties parameter: 10

Select

+Add

.

11 12 13 14

Enter a Title for the new Parameter. For this example, type

location

.

From the Type menu, select

Device Properties

.

From the Value menu, select an option. For this example, select

Location

.

Select

Advanced

to reveal the

Reference

text box.

KYOCERA Net Manager 2-21

New and Updated Features

15

In the

Reference

text box, type location . This is how you will refer to this parameter on the Destinations tab.

Add A Destination: 16 17 18 19 20

Select the

Destinations

tab.

Select

+Add

.

In the General area, from the

Type

menu select

Folder

. This will send the scan to a folder on the KNM server.

In the

Filename template

text box, at the end of the string add _%location% .

This will add the value of the Location parameter to the output filename.

Select

Attach metadata file

.

2-22

21

In the

Parameters

area, in the Destination folder, browse to a folder on the KNM server where the scans will be saved. Append to the end of the string \

New Features Guide 7.5

New and Updated Features

%email% . This creates a folder on the server that is the name of the value for %email% which in this case is the user's email address.

22 23

In the

Connect as

area, select

KYOCERA Net Manager Printer Server service

.

Select

Save

.

These parameters are also displayed in Easy Copy and Easy Fax. The parameters are not usable because a metadata file is not created on Easy Copy or Easy Fax.

Easy Scan: Use a Terminal Action that includes User or Device parameters

These are example instructions on how to use a Terminal Action which includes User and Device properties and has

Attach metadata file

selected in the Destination.

1

On the Embedded Terminal, select an Easy Scan Terminal Action that includes User and Device properties. The Easy Scan window displays and the User Properties and Device Properties displayed on the window are not editable.

They are read-only.

2 3

Select the check mark to begin the scan.

After the scan is completed, KNM processes and places the scan file and an XML file in the Destination folder indicated in the Terminal Action Destination.

KYOCERA Net Manager 2-23

New and Updated Features

4

Open the XML file with Internet Explorer. This is an example of what is displayed:

Easy Scan: Set scan owner using Connect as

In Easy Scan, the owner of a scanned file can be set for both

Folder

and

User's scan storage

destinations. This is useful for certain file systems that identify users by the file ownership.

On a Terminal Action Destination there are three

Connect as

options: • KYOCERA Net Manager Print Server service • User doing the scan • Other user These three options control who is set as the Owner of the scanned file, such as AUser in the example image.

2-24 New Features Guide 7.5

New and Updated Features

Requirements for using the Connect as option

The instructions and examples that follow assume that KNM is in a

domain environment using network shares

and that you want to control who is the owner of a scanned file.

If you use Workgroup (Peer to Peer) sharing to provide shared folders where KNM scanned files are placed, do not use the

C:\Users

folder or any C:\Users sub-folders, including the Desktop, as a shared folder. For example, the owner of a scanned file cannot be changed if C:\Users \acosta\Documents is used as a destination for scanned files Work with your local IT team to ensure that the network shares and users set up are appropriate for this feature.

Before setting up an Easy Scan Terminal Action using any of the three

Connect as

options, note the following:

KYOCERA Net Manager 2-25

New and Updated Features

1.

2.

3.

The

Password

Parameter type is only supported for the option of

User doing the scan

. This parameter requires the logged in user on the Embedded Terminal to log on with their domain password.

It is recommended to manually enter user credentials for the

Other user

option.

In a

domain environment using network shares

there are additional requirements which only apply to

KYOCERA Net Manager Print Server service

and

Other user

options: These requirements do not apply if you only plan to use the

User doing the scan

option.

a.

b.

c.

d.

e.

f.

The KNM server and network shared folder are on the same domain.

KNM users are domain users (authentication server set in KNM).

Create a domain user that is an administrator on both the KNM server and the computer that hosts the network shared folder.

On the KNM server, add this domain user to both the MyQ Print Server and Apache services as a Log On account and restart all the KNM services.

Grant this domain user Read/Write access to the network destination folder where scanned files will be saved.

Set Destination folders or User's scan storage using network path names (\\server\folder).

Connect as: KYOCERA Net Manager Print Server service

This example procedure demonstrates how to set the Easy Scan destination parameter to Connect as: KYOCERA Net Manager Print Server service and make the user doing the scan the owner of the file.

1

Create a new Easy Scan Terminal Action and set the destination Type to

Folder

.

2

In the Parameters area, set a

Destination folder

using the network folder path (\\server\folder).

3 4

In the Connect as area, select

KYOCERA Net Manager Print Server service

.

Select the

Make the user doing the scan the owner of the file

check box.

If the

Make the user doing the scan the owner of the file

account of the KNM service.

check box is not selected, the owner of the file will be the computer

2-26 New Features Guide 7.5

New and Updated Features KYOCERA Net Manager

5

Select

Save

.

2-27

New and Updated Features

6

To view the owner of the scanned file, right-click the file and select

Properties

and then select the

Details

tab. The Owner property displays the login ID of the user that scanned the file.

2-28

Connect as: User doing the scan

This example procedure demonstrates how to set the Easy Scan destination parameter to Connect as:

User doing the scan

. The user logged on to the Embedded Terminal is set as the owner of the scanned files.

1

Create a new Easy Scan Terminal Action and set the destination Type to

Folder

.

2

In the Parameters area, set a

Destination folder

using the network folder path (\\server\folder).

New Features Guide 7.5

3

In the Connect as area, select

User doing the scan

.

New and Updated Features KYOCERA Net Manager

4

Select the menu below

User doing the scan

and select

+Create a new Password parameter

.

This parameter requires the user to enter their login password on the Embedded Terminal at scan time.

2-29

New and Updated Features

5 6 7

Select

Save

.

The Password parameter is added on the Parameter tab. If you change the Destination settings, you must manually remove the Password parameter from the Parameters tab. It is not automatically removed.

To perform the scan, log in to the Embedded Terminal and select the Terminal Action created in these steps.

A Password window displays. The user who logged in to the Embedded Terminal must enter their domain password to proceed.

2-30

8

To view the owner of the scanned file, go to the Destination folder and right-click the file. Select

Properties

and then select the

Details

tab. The Owner property displays the login ID of the user that scanned the file.

Connect as: Other user

This example procedure demonstrates how to set the Easy Scan destination parameter to Connect as:

Other user

.

The "Other user" is a user account that has read/write access to the Destination folder where the scans are sent. Selecting the

Make the user doing the scan of the owner of the file

check box changes the owner of the scanned file from the "Other user" to the user logged on to the Embedded Terminal.

Use the account of the domain user that was set up as an administrator as part of the requirements for using the "Connect as" option.

1 2

Create a new Easy Scan Terminal Action and set the destination Type to

Folder

.

In the Parameters area, set a

Destination folder

using the network folder path (\\server\folder).

New Features Guide 7.5

New and Updated Features

3 4 5

In the Connect as area, select

Other user

.

Enter the username and password for a user that has read/write access to the Destination folder.

Select

Make the user doing the scan the owner of the file

.

If the

Make the user doing the scan of the owner of the file

check box is not selected, the owner of the file will be the computer account of the KNM service.

KYOCERA Net Manager

6

To view the owner of the scanned file, right-click the file and select

Properties

and then select the

Details

tab. The Owner property displays the login ID of the user that scanned the file.

2-31

New and Updated Features

Easy Scan / Easy Copy / Easy Fax: Validator field for Text parameter field

Easy Scan, Easy Copy, and Easy Fax can have Text parameters validated against a regular expression. Text input on the Embedded Terminal will only be accepted if it matches the regular expression in the Validator text box. If the Validator is empty, no validation is performed on text input.

The regular expression must be written without delimiters. For example, ^[1-5]$ , not /^[1-5]$/

Create Validator for text Parameter

This example demonstrates how to create a Validator for a Text parameter in Easy Scan. This same method can be used for Easy Fax and Easy Copy. A Validator can be added to existing Terminal Actions with Text parameters to test text entries on the Embedded Terminal.

Create an Easy Scan Terminal Action 1

Create an Easy Scan Terminal Action.

2 3 4

Go to

Settings

>

Printers

>

Terminal Actions

.

Select

+Add

>

New Node

>

Easy Scan

.

On the General tab, enter a title for this Terminal Action. For this example, enter Easy Scan with Priority .

5

Select

Save

.

Enter settings on the Parameters tab 6

Select the

Parameters

tab.

7

Enter a name in the

Title

. For this example, enter Select Priority (1-5) .

This text is displayed on the Embedded Terminal.

8 9

From the

Type

menu, select

Text

.

In the

Validator

field, enter a regular expression without delimiters. In the example, enter ^[1-5]$ as the Validator.

This regular expression tests for the entry of a character between 1 and 5. All other entries are rejected on the Embedded Terminal.

2-32 New Features Guide 7.5

10

Select the

Required

check box.

New and Updated Features

11

Select

Save

.

Use a Validator on Embedded Terminal

Once a Regular Expression is added to a Validator, text entered in a field is checked against the expression. The Validator in this example is ^[1-5]$ , which checks for a text entry between 1 and 5. Any number or text entered outside this range is rejected.

1 2 3

Log in to the Embedded Terminal.

Select the Terminal Action.

Enter the text using the physical keypad or onscreen keypad.

KYOCERA Net Manager 2-33

New and Updated Features

4

If the text matches the expression, the check mark appears to allow the action.

5

If the text does not match the expression, the check mark does not appear.

The value must be cleared and a correct value entered to have the check mark appear.

Embedded Terminal: Automatic selection of single list item in External workflow

If an External workflow has only one item in a list, the item is automatically selected and the submit button is enabled.

2-34 New Features Guide 7.5

New and Updated Features

If an External workflow has more than one item in a list, the user must make a selection before the submit button is enabled.

Embedded Terminal: Back button improvement for external workflows

Previously, if the back button was selected on an external workflow screen the user was returned to the top menu. Now the user is returned one step to the previous window if the back button is selected on an external workflow screen.

KYOCERA Net Manager 2-35

New and Updated Features

External Systems: Scan to AWS S3 cloud storage

Amazon Web Services (AWS) Simple Storage Service (S3) is a hosted storage service. KNM can use ASW S3 as an external system to save scans safely and securely.

An AWS S3 account, Access Key ID, Security Key, a Bucket, and Region code are required for this procedure. Check with your local IT team for this AWS S3 data.

Enable AWS S3 on KNM

To enable AWS S3, enter the AWS S3 account's Access Key ID and Security key.

1 2 3

Go to

Settings

>

External Systems

>

AWS S3

.

Enter the AWS S3

Access Key ID

and

Security key

.

Select

Save

.

After saving the AWS S3 credentials, the storage system is available as a Cloud storage type for Easy Scan.

Set AWS S3 as a destination for Easy Scan

With AWS S3 enabled as an External System, it can be selected as a destination for Easy Scan. This example shows how to set Amazon S3 as a parameter so that scans go to AWS S3 for storage.

An AWS S3 account, a Bucket, and Region are required for this procedure. Check with your IT team for your Bucket name, Region code, and Folder path.

1 2 3 4 5 6 7

Go to

Settings

>

Printers

>

Terminal Actions

.

Select

+Add

>

New Node

>

Easy Scan

to add a new Easy Scan Terminal Action.

On the

General

tab, enter a

Title

such as "Easy Scan to AWS S3." Specify any printers and users who will have rights to see and use this Terminal Action. The default setting makes this Terminal Action available on all printers and for all users.

Select

Save

.

Select the

Destinations

tab.

Select

+Add

.

2-36 New Features Guide 7.5

New and Updated Features

8 9 10 11 12

The Destination window displays.

From the

Type

menu, select

Cloud Storage

.

In the Parameters area, from the

Type

menu, select

Amazon S3

.

Enter the name of the

Bucket

where the scans will be delivered.

Enter the

Region

code where the AWS S3 storage Bucket is located.

Enter the Folder path where the scanned documents will be stored.

If the folder path does not currently exist on AWS S3, any folders and folder paths will be automatically created on AWS S3.

13 14

Select

Save

.

(Optional) Make any changes to the Parameters tab as required.

KYOCERA Net Manager 2-37

New and Updated Features

Jobs: Jobs via AirPrint

AirPrint is a native Apple technology for wireless printing using Wi-Fi. The AirPrint feature in KNM provides Apple Macintosh, iOS, and iPadOS users access to KNM print queues without having to install additional drivers on their devices.

There are two steps to activate this feature: • Enabling the AirPrint feature on KYOCERA Net Manager.

• Installing Mobile Print Agent

Jobs: Enable Jobs via AirPrint

On the KNM server, enable the AirPrint feature.

1 2 3

Select

Settings

>

Jobs

>

Jobs via AirPrint

.

Select

Enabled

to turn the feature on.

Set the Port to 8632.

2-38

4

Select

Save

.

After enabling AirPrint, install the KNM Mobile Print Agent to advertise KNM queues to iOS devices.

Jobs: Install KNM Mobile Print Agent

KNM Mobile Print Agent (MPA) advertises KNM queues to iOS mobile devices to enable printing via AirPrint. MPA can be installed on the KNM server but should also be installed on any computers on subnets that can access the KNM server.

The Client ID and Secret strings for the Mobile Print Agent from the KNM server are required for the installation.

Copy Mobile Print Agent Client ID and Secret from the server 1

On the KNM server go to

Settings

>

External system

>

Mobile Print Agent

>

Show information

.

2

Copy the Client ID and Secret strings from the External system window and paste them into a text editor, such as Notepad.

Install Mobile Print Agent

New Features Guide 7.5

New and Updated Features

7 8 3 4 5 6

Download the Mobile Print Agent installer software to the KNM server.

Right-click the Mobile Print Agent installer and select

Run as Administrator

.

Agree to the license terms and conditions and select

Next

.

In the Server address text box, enter the IP address of the KNM server.

Leave the Server port at 8090 and Refresh period at 30 seconds.

9 10

In the Authentication area: a) Paste the Client ID string.

b) Paste the Secret string.

Select

Install

.

After the configuration and installation are complete, select

Finish

to close the installer.

After a successful installation, set up queues on the KNM server that can be used by Macintosh, iOS, and iPadOS users.

Set up queues for AirPrint

Queues must be set up on the KNM server so they can be accessed by AirPrint users.

Print&Follow, Tandem, and Delegated printing queues are supported for AirPrint.

1 2

On the KNM server, go to

Printers

>

Queues

.

Create a new queue and make these changes to the default values on the

General

tab: a) b) c)

Name

: Provide a name that can be recognized by your users as an AirPrint queue.

Type

: Select a queue type from

Print&Follow

.

Tandem

, or

Delegated printing

.

User detection method

: Select

Job sender

.

d) Select

Save

.

3

On the

Printers

tab, make sure that the printer or printers to be used for this queue are added.

All printers

is the default setting.

4

On the

Rights

tab, make sure that the users or groups that are to have access to this queue are added.

All users

is the default setting.

5

For Delegated printing queues: a) Go to them.

Users

c) Select the .

b) Select the user that is going to have a delegate or delegates assigned to

Delegates

tab and from the

Delegates

menu, choose the delegates who can release print jobs on behalf of the selected user.

KYOCERA Net Manager 2-39

New and Updated Features

After the queues have been added, test the AirPrint queues on an Apple device to make sure they work as expected.

Jobs: Using AirPrint

Once AirPrint has been activated on the server and queues set up, a user with an Apple device can select and use available KNM queues to print.

1 2

From the application, access the

Print

menu.

If the application provides the opportunity to select Print or AirPrint, select

AirPrint

.

3

Choose

Select Printer

.

A list of printers and available AirPrint queues display.

4

AirPrint queues display with lock icons next to their queue names: • A locked icon indicates that you have not logged in to this queue before or that a period of time has elapsed since you last logged in.

• An unlocked icon indicates that you have successfully logged in this queue Select the AirPrint queue. If you have not logged in to the queue on this device before, a Password required dialog box displays.

2-40

If you select an AirPrint queue with a locked icon and you have used that queue before, your retained login credentials will log you into the queue.

5

Enter your KNM user name and password and select

OK

.

If your account requires a PIN to log in, enter your PIN in the

password

text box.

6 7

Once your credentials are accepted, you are returned to the Print menu.

Select

Print

.

The print job is then treated as any other KNM print job.

New Features Guide 7.5

New and Updated Features

Remove KNM Mobile Print Agent 1 2 3 4 5

Go to

Control Panel

>

Programs and Features

.

Locate and select

KNM Mobile Print Agent

.

Select

Uninstall/Change

.

From the

KNM Mobile Print Agent

window, select

Remove

.

Once the software has been removed, select

Finish

.

Jobs: Jobs via IPPS

With the Jobs via IPPS feature enabled, users can securely send jobs to using the IPPS protocol from Windows, Macintosh, or Linux computers.

Each queue is accessible via the following URL: https://{KNM_server_name}: {IPP_IPPS_port}/queue/{Queue_name} A valid SSL certificate from a trusted certification authority must be installed on the KNM server and on any client computers wanting to print via IPPS. Check with your local IT team regarding certificate generation and installation.

Jobs: Enable Jobs via IPPS

The IPPS protocol enables secure printing of documents over the internet. By default, it is set for Port 8631 and is disabled on the KNM server.

KNM uses Port 631 for Mobile Print IPP and Port 717 for Mobile Print IPPS so these ports cannot be used for IPPS printing On the KNM server, enable the Jobs via IPPS feature.

1 2

Select

Settings

>

Jobs

>

Jobs via IPPS

.

Select

Enabled

to turn the feature on.

KYOCERA Net Manager 2-41

New and Updated Features

3

Set the Port to 8631.

4

Select

Save

.

After enabling this setting, the KNM server behaves like an IPPS printer.

Add client printers using the following form for the URL: https:// {KNM_server_hostname}:8631/queue/{Queue_name}

Project Accounting: Allow scanning without a project code

If the Projects feature is enabled, users must select a Project on the Embedded Terminal before scanning starts. Admins can allow users to scan without selecting a project if the

Scan without project

feature is enabled. Once enabled, the Project Selection window is not displayed on the Embedded Terminal.

1 2

Select

Settings

>

Projects

.

In the General area, select the

Scan without project

check box.

3

Select

Save

.

ScannerVision integration: Update for ScannerVision 8.10.0 or later

Not available in the North/South American Markets.

Use of ScannerVision version 8.10.0 or later requires KNM 7.5 or later and Embedded Terminal 7.5 or later and installation of SSL certificates on the KNM server and any Embedded Terminals where ScannerVision will be accessed.

2-42 New Features Guide 7.5

New and Updated Features

Changes include: • • .NET Framework 3.5 is required on ScannerVision server

Enable only secure connection

must be enabled on the KNM server • An

External system

entry for ScannerVision must be created and used for the connection • Client type and authentication method are changed on ScannerVision client setup

ScannerVision: Enable secure connection on the KNM server

ScannerVision version 8.10.0 or later requires a secure connection on the KNM server.

1 2

On the KNM server, go to

Settings

>

Network

.

In the Communication Security area, turn on

Enable only secure connection

.

ScannerVision: Add security certificates to KNM server and Embedded Terminal

SSL certificates must be added to the KNM server and to any Embedded Terminals where ScannerVision will be available.

The KNM server can generate a self-signed SSL certificate or you can obtain an SSL certificate from a certificate authority. Which one you use depends on if your network requires SSL certificates from a certificate authority. Check with your local IT department regarding SSL certificates.

This example imports an SSL certificate from a certificate authority.

If you want to use the KNM self-signed certificates, they are located on the KNM server at C:/ProgramData/Kyocera/KYOCERA Net Manager/Cert .

Add SSL certificate to KNM server 1

On the KNM server, go to

Settings

>

Network

.

2 3

In the Communication Security area, select

Change certificate

.

Select

Browse

next to the certificate type you are adding and browse to the certificate.

4

If you are using a PFX (P12) format certificate, enter the Password associated with the certificate.

KYOCERA Net Manager 2-43

New and Updated Features

5

Select

OK

.

The Certificate text box is updated with the name of the certificate.

6 7

Select

Save

.

The Apply settings window displays.

Select

OK

to apply the new settings.

Remove any Server Certificates from Certificate Manager on Embedded Terminals 8 9

Check to see if there are existing certificates for the KNM server on Certificate Manager.

a) Open a web browser and go to https://[Printer with Embedded Terminal address]:8083 to open the HyPAS Device Online application.

b) Enter the Admin Username and Password for the device and select

OK

.

c) From the Contents menu, select

Certificate

.

d) On the Certificate Manager window, select

Server Certificate

.

e) If there is an existing certificate for the KNM server, delete it.

Run Remote Setup with KNM server Hostname

The SSL certificate is mapped to the KNM server Hostname, not the server IP address so Remote setup must be done using the server Hostname.

a) On the KNM server, go to

Printers

c) From the Actions menu, select .

b) Select the printer or printers you need to update.

Remote setup

.

d) In the Network area, select

Hostname: [hostname of the KNM server]

.

2-44

e) Select

Run

above the list of printers.

After Remote setup, a secure connection isn't established. Any Embedded Terminals where Remote setup was run will display an Invalid SSL certificate message. This is correct since the SSL certificate is not installed on the Embedded Terminals.

New Features Guide 7.5

New and Updated Features

Import Server SSL certificate to Certificate Manager 10

The same certificate that was installed on the KNM server now needs to be installed on each Embedded Terminals where the Invalid SSL certificate message is displayed.

a) Open a web browser and go to https://[Printer with Embedded Terminal address]:8083 to open the HyPAS Device Online application.

b) Enter the Admin Username and Password for the device and select

OK

.

c) From the Contents menu, select

Certificate

.

d) On the Certificate Manager window, select

Server Certificate

.

e) Select f) Select

Browse Import

and locate the same certificate that is installed on the KNM server. Select the version of the certificate with the .cer extension.

. The imported certificate displays in Certificate Manager.

g) Close the Certificate Manager window.

h) Power off and then power on the printer.

After restart the SSL connection is established and the error message no longer displays.

ScannerVision: Add External System to KNM server

ScannerVision must be added as an External system on the KNM server.

1 2 3 4

Select

Settings

>

External systems

.

In the External system area, select +

Add new External System

.

In the Title text box, enter ScannerVision Smart Workflows .

Copy the Client ID and Secret strings to Notepad or a text editor. These strings are required for ScannerVision installation.

KYOCERA Net Manager 2-45

New and Updated Features

5

Add the Scope items as shown in the image.

6

Select

OK

.

ScannerVision: Server installation

ScannerVision should be installed on a server that is separate from the KNM server.

1

Install .NET Framework 3.5 on the ScannerVision server.

a) Go to

Control Panel

>

Programs and Features

.

b) Select

Turn Windows features on or off

.

c) Locate and select .

NET Framework 3.5

.

If .NET Framework 3.5 is already installed, skip these steps.

2-46

2

d) After the installation complete, close the Programs and Features window.

Install ScannerVision Server version 8.10.0 or later.

ScannerVision: Network server settings

Set the ScannerVision server address, API version, Client ID, and Secret:

1

On the ScannerVision server, select

Start

>

ScannerVision

>

ScannerVision

.

New Features Guide 7.5

New and Updated Features

2 3

The ScannerVision Processing Engine window displays.

Select

General

(a)

> Settings

(b)

> Network Server Settings

(c).

Under Web Server (d), enter the ScannerVision Address and Port: a)

Address

: Use the IP address of the computer where the ScannerVision software is running.

b)

Port

: Set to 80.

KYOCERA Net Manager

4 5

Scroll down to the

MyQ / KNM / aQrate

section (e) Under MyQ / KNM / aQrate, enter the following.

a)

Server Address

: Enter the IP address of the KNM server.

b)

API version

: Select V2.

SSL Port 8090 is automatically selected.

c)

Client ID

: Paste the Client ID for ScannerVision that was copied from the KNM server.

2-47

New and Updated Features

d)

Secret

: Paste the Secret for ScannerVision that was copied from the KNM server.

6 7

Select

Apply Settings

(f).

Select

Test Connection

. If the connection was successful, a message appears.

If the connection was not successful, check the settings and try again.

2-48

ScannerVision: FTP-ES server settings

ScannerVision has its own FTP service and is used to transfer files from the printer to ScannerVision for processing.

Set the ScannerVision FTP service:

1

On the

General

>

Settings

>

Modules View

window, select

FTP-ES Server Settings

.

The FTP-ES Server Settings window displays.

New Features Guide 7.5

2

Select

Enable FTP-ES server

(a).

New and Updated Features

3 4 5 6

Enter the

ScannerVision Server address

(b).

Change the

Command port

(c) to 9595.

Select the

Apply Settings

(d) icon.

Open port 9595 on the Windows Firewall settings.

ScannerVision: Templates

Templates in ScannerVision are the workflows that define actions to take on a scanned document such as defining output type, how to name files, and location of the completed file.

Set up the template to be used in the ScannerVision workflow:

1 2

Select

General

>

Templates

.

Below the top menu bar, select the

Add workflow

icon.

A New Template icon displays in the Modules View area.

KYOCERA Net Manager 2-49

New and Updated Features

3

Select the new template you just created (a).

2-50

4 5 6 7

In the General settings area, select

Enabled

(b).

In the Template name text box, enter a name for the workflow (c).

Select

Apply Settings

(d).

The template name is updated in the Modules View.

Double-click your new template to open the template settings.

New Features Guide 7.5

New and Updated Features

8

Select

Capture Settings

(e) and then the

Client Capture

(f) tab.

9 10

Select

Enabled

(g).

You can change any of the Scanning properties to other default selections that appear as menu choices on the Embedded Terminal. Selecting

Lock

prevents a user from making a changing the default option.

Select

Apply Settings

(h).

KYOCERA Net Manager 2-51

New and Updated Features

11

From the Modules View area, select

Document Store Settings

(i).

12 13

The Connector settings window displays.

Drag and drop the

File System

(j) icon into the

Connectors to execute

area.

Select

Configure

.

2-52

14

The Windows File System Connector Setup window displays.

Enter or browse to the Share/Folder Name.

New Features Guide 7.5

New and Updated Features

15 16 17

In the File Name area, select

[…]

to open the ScannerVision Expression Editor.

The editor is used to create the file name for scanned documents.

In the Available Tags area, from the Template list, select

USERNAME

.

Scroll down to the Standard list and select

DATETIME

.

18 19 20

Select

Save

.

The ScannerVision Expression Editor closes and the expression appears in the File Name text box.

Select

Save

.

The Windows File System Connector Setup window closes.

Select the

Apply Settings

icon.

ScannerVision: Clients

In ScannerVision, a client is a printer where scanning takes place. This example shows how to add a single printer as a client. Each printer that will use the ScannerVision integration requires a client to be set up on the ScannerVision server.

Add a client and then set the name and the IP address for a printer:

1 2

Select

General

>

Clients

.

From the Clients area, select

Add

.

Make sure that a single client is added, not a group.

KYOCERA Net Manager 2-53

New and Updated Features

3

The Add Client window displays.

Select

Active

(a).

2-54

7 8 4 5 6

From the Client type menu, select

MyQ

(b).

For Client name (c), enter the name of the target printer.

Enter the IP address (d) of the target printer where ScannerVision jobs will be scanned.

For Authentication method, select

KYOCERA Net Manager

(e).

From the Available Templates area (f), select the template you created. You can include any other templates available on the list.

New Features Guide 7.5

New and Updated Features

9

If this is an upgrade as opposed to a new installation, the Available Templates appear dimmed. This is because your previous selections are automatically selected.

Select

Save

.

ScannerVision: Users

In ScannerVision, users are people who have access to ScannerVision through the Embedded Terminal.

Set the users who will have access to ScannerVision:

1

Select

General

>

Users

.

Make sure that a single user is added, not a group of users.

2

The Add User window displays.

From the Users area, select

Add

.

KYOCERA Net Manager 2-55

New and Updated Features

3

Select

Active

(a).

2-56

4

Enter the KNM User name (b) of the person who is to have access to ScannerVision.

The User name entered here must match the KNM user name.

5 6 7

(Optional) Enter the User description and Email address of the user being added.

From the Available Templates area (c), select the template you created. You can include any other templates on the list.

Select

Save

.

ScannerVision: Start server

After you have implemented all the configuration settings, start ScannerVision: From the top icon bar, select the

Start server

icon.

Once the server starts, the Start server icon appears dimmed.

New Features Guide 7.5

New and Updated Features

ScannerVision: Add external workflow to KNM

Admins can add an external workflow in a Terminal Action to integrate ScannerVision on KNM. Once added, a button appears on the Embedded Terminal panel on target printers.

This procedure assumes that the ScannerVision server has already been set up. The ScannerVision IP address and web server port number are required for this integration.

1 2 3 4 5 6

Select

Settings

.

In the Printers area, select

Terminal Actions

.

Select

Add

.

From the menu presented, select

New node

.

From the menu presented, select

External workflow

.

The External workflow properties panel displays.

On the properties panel, rename and edit the node: a) Change the

Title

to ScannerVision .

b) From the c) From the

Printers Rights

external workflow.

menu, select which printers will have this External workflow terminal action appear on the Embedded Terminal.

menu, select the users that will have access to the d) Make sure the Style is

External workflow

.

e) In the

Parameters

area, enter the ScannerVision server URL in this format: http://[ScannerVisionWebServerIPAddress]: [ScannerVisionWebServerPort]

KYOCERA Net Manager 2-57

New and Updated Features 2-58

7

f) Select

ScannerVision

from the

Type

menu.

Select

Save

printers.

.

The workflow icon displays on the Embedded Terminal panels of registered

ScannerVision: Using Embedded Terminal on a printer 1 2

Log in to the Embedded Terminal on the printer.

Select the

ScannerVision

icon.

A list of workflow templates that are available to the user is displayed.

3

Select a template and then select the check mark.

A list of settings is displayed.

4 5

Change any of the default settings as needed.

Add documents to the document feeder or the scanner glass if that is a default setting that was changed.

6

Select the check mark on the Embedded Terminal to start scanning.

After scanning is complete, the job is sent to ScannerVision for processing. Output location and the processing done depends on the Document Store Settings made when setting up the selected ScannerVision template.

New Features Guide 7.5

New and Updated Features

Smart Job Manager: Unified installer

The GUI (.exe) and silent (.msi) installer are now unified into a single installer (.exe).

The .exe installer is used for both GUI and silent installs and uninstalls.

Smart Job Manager: GUI and silent install

For the GUI install, there are no differences from the previous version. Double-click the .exe install file to start the installation.

For the silent install, the command line format is: [full_name_of_install_package.exe] /log "install_sjmlog.log" / qn...

The /log "install_sjmlog.log" perform a silent uninstall.

switch is used to create a log file that includes an IdentifyingNumber. This number is used if you want to Use the following instructions for a silent installation. The command line example demonstrates available switches.

1 2 3

Locate the Smart Job Manager .exe file.

Open a Command Prompt window with Administrator rights.

Enter the command line with any switches that need to be set. See the KNM Admin Guide for explanations of the switches available. This is an example command line:

4

SmartJobManager-KNM_7.4.1.5.exe /log "install_sjmlog.log" /qn SERVERADDRESS="192.0.2.1" SERVERPORT=8090 SERVERSSL=1 SERVERCLIENTID="123abc" AUTHENTICATIONTYPE=1 LOGINTYPE="puc" CREATESHORTCUT=1 Once the silent install completes, close the Command Prompt window and verify the proper operation of Smart Job Manager.

Smart Job Manager: GUI and silent uninstall

For the GUI uninstall, there are no differences from the previous version. Double-click the .exe installation file to start the uninstall or go to

Control Panel

>

Programs and Features

and uninstall the program.

For a silent uninstall, follow these steps:

1

The IdentifyingNumber of the Smart Job Manager application is required for a silent uninstall. There are two methods to locate the IdentifyingNumber: You can use either the WMIC command line method or check the program installation log.

Use WMIC command line

KYOCERA Net Manager 2-59

New and Updated Features

2 3 4

Open a Command Prompt window with Administrator privileges.

Enter the following command as a single line: wmic product where "Name like '%Smart%'" get Name, Version, IdentifyingNumber After a few moments, the IdentifyingNumber is displayed. Copy the IdentifyingNumber that is enclosed in braces { }, including the braces.

Check program installation log 5

If the program was silently installed with the /log "install_sjmlog.log" switch, locate and open the install_sjmlog.log file.

6 7

Search for the string SourcedirProduct in the log file.

Copy the IdentifyingNumber that is enclosed in braces { }, located after SourcedirProduct = , including the braces.

Uninstall Smart Job Manager 8

Enter the command in this format: [full_name_of_install_package.exe] /x {IdentifyingNumber} /qb For example: Smart JobManager -KNM_7.4.1.5.exe /x {E34219AB AB80-4A48-AA5D-DF5BB9DC5174} /qb After a few moments the software is uninstalled.

9

Close the Command Prompt window.

Smart Print Services: Unified installer

The GUI (.exe) and silent (.msi) installers are now unified into a single installer (.exe).

The .exe installer is used for both GUI and silent installs and uninstalls.

Smart Print Services: GUI and silent install

For the GUI install, there are no differences from the previous version. Double-click the .exe install file to start the installation.

For the silent install, the command line format is: [full_name_of_install_package.exe] /log "install_spslog.log" / qn...

2-60 New Features Guide 7.5

New and Updated Features

The /log "install_spslog.log" perform a silent uninstall.

switch is used to create a log file that includes an IdentifyingNumber. This number is used if you want to Use the following instructions for a silent installation. The command line example demonstrates available switches.

1 2 3

Locate the Smart Print Services .exe file.

Open a Command Prompt window with Administrator rights.

Enter the command line with any switches that need to be set. See the KNM Admin Guide for explanations of the switches available. This is an example command line:

4

SmartPrintServices-KNM_7.4.0.3.exe /log "install_spslog.log" /qn SERVERADDRESS="192.0.2.1" SERVERPORT=8090 SERVERLPRPORT=515 CLIENTID="spslogin" CLIENTSECRET="spssecret" CLIENTSPOOLING=0 FALLBACKPRINTING=1 FALLBACKPRINTERADDRESS="192.168.1.1" FALLBACKPRINTERPORT=9100 FALLBACKPRINTERPROTOCOL="RAW" FALLBACKPRINTERQUEUE="print" JOBEXPIRATION=7 MAXJOBFOLDERSIZE=1000 LPMENABLED=1 LPMPORTS="USB001, USB002,USB003" CERTTYPE=1 CERTNAME="MPPSCert" CERTPATH="C:\certs\mpps.p12" CERTPASS=" certpassword" HEARTBEATTIMEOUT=60 Once the silent install completes, close the Command Prompt window and verify the proper operation of Smart Print Services.

Smart Print Services: GUI and silent uninstall

For the GUI uninstall, there are no differences from the previous version. Double-click the .exe installation file to start the uninstall or go to

Control Panel

>

Programs and Features

and uninstall the program.

For a silent uninstall, follow these steps:

1

The IdentifyingNumber of the Smart Print Services application is required for a silent uninstall. There are two methods to locate the IdentifyingNumber: Use either the WMIC command line method or check the program installation log.

Use WMIC command line 2 3

Open a Command Prompt window with Administrator privileges.

Enter the following command as a single line: wmic product where "Name like '%Smart%'" get Name, Version,IdentifyingNumber

KYOCERA Net Manager 2-61

New and Updated Features

4

After a few moments, the IdentifyingNumber is displayed. Copy the IdentifyingNumber that is enclosed in braces { }, including the braces.

Check program installation log 5

If the program was silently installed with the /log "install_spslog.log" switch, locate and open the install_spslog.log file.

6 7

If you did not specify where to save the log file, it is automatically saved in same folder where you executed the installation from.

Search for the string SourcedirProduct in the log file.

Copy the IdentifyingNumber that is enclosed in braces { }, located after SourcedirProduct = , including the braces.

Uninstall Smart Print Services 8

Enter the following command: For example: [full_name_of_install_package.exe] / x {IdentifyingNumber} /qb SmartPrintServices-KNM_7.4.0.3.exe /x {073A5E36-872B-BCE0-3BBB460DC00E /qb After a few moments the software is uninstalled.

9

Close the Command Prompt window.

2-62 New Features Guide 7.5

KYOCERA Document Solutions America, Inc.

Headquarters

225 Sand Road, Fairfield, New Jersey 07004-0008, USA Phone: +1-973-808-8444 Fax: +1-973-882-6000

Latin America

8240 NW 52nd Terrace, Suite 301 Miami, Florida 33166, USA Phone: +1-305-421-6640 Fax: +1-305-421-6666

KYOCERA Document Solutions Canada, Ltd.

6120 Kestrel Rd., Mississauga, ON L5T 1S8, Canada Phone: +1-905-670-4425 Fax: +1-905-670-8116

KYOCERA Document Solutions Mexico, S.A. de C.V.

Calle Arquimedes No. 130, 4 Piso, Colonia Polanco Chapultepec, Delegacion Miguel Hidalgo, Ciudad de Mexico, C.P. 11560 Phone: +52-555-383-2741 Fax: +52-555-383-7804

KYOCERA Document Solutions Brazil, Ltda.

Alameda África, 545, Pólo Empresarial Consbrás, Tamboré, Santana de Parnaíba, State of São Paulo, CEP 06543-306, Brazil Phone: +55-11-2424-5353 Fax: +55-11-2424-5304

KYOCERA Document Solutions Chile SpA

Jose Ananias 505, Macul. Santiago, Chile Phone: +56-2-2670-1900 Fax: +56-2-2350-7150

KYOCERA Document Solutions Australia Pty. Ltd.

Level 3, 6-10 Talavera Road North Ryde NSW, 2113, Australia Phone: +61-2-9888-9999 Fax: +61-2-9888-9588

KYOCERA Document Solutions New Zealand Ltd.

Ground Floor, 19 Byron Avenue, Takapuna, Auckland, New Zealand Phone: +64-9-415-4517 Fax: +64-9-415-4597

KYOCERA Document Solutions Asia Limited

13/F., Mita Centre, 552-566, Castle Peak Road Tsuen Wan, New Territories, Hong Kong Phone: +852-2496-5678 Fax: +852-2610-2063

KYOCERA Document Solutions (China) Corporation

8F, No. 288 Nanjing Road West, Huangpu District, Shanghai, 200003, China Phone: +86-21-5301-1777 Fax: +86-21-5302-8300

KYOCERA Document Solutions (Thailand) Corp., Ltd.

335 Ratchadapisek Road, Wongsawang, Bangsue, Bangkok 10800, Thailand Phone: +66-2-586-0333 Fax: +66-2-586-0278

KYOCERA Document Solutions Singapore Pte. Ltd.

12 Tai Seng Street #04-01A, Luxasia Building, Singapore 534118 Phone: +65-6741-8733 Fax: +65-6748-3788

KYOCERA Document Solutions Hong Kong Limited

16/F., Mita Centre, 552-566, Castle Peak Road Tsuen Wan, New Territories, Hong Kong Phone: +852-3582-4000 Fax: +852-3185-1399

KYOCERA Document Solutions Taiwan Corporation

6F., No.37, Sec. 3, Minquan E. Rd., Zhongshan Dist., Taipei 104, Taiwan R.O.C.

Phone: +886-2-2507-6709 Fax: +886-2-2507-8432

KYOCERA Document Solutions Korea Co., Ltd.

#10F Daewoo Foundation Bldg 18, Toegye-ro, Jung gu, Seoul, Korea Phone: +822-6933-4050 Fax: +822-747-0084

KYOCERA Document Solutions India Private Limited

Second Floor, Centrum Plaza, Golf Course Road, Sector-53, Gurgaon, Haryana 122002, India Phone: +91-0124-4671000 Fax: +91-0124-4671001

KYOCERA Document Solutions Europe B.V.

Bloemlaan 4, 2132 NP Hoofddorp, The Netherlands Phone: +31(0)20-654-0000 Fax: +31(0)20-653-1256

KYOCERA Document Solutions Nederland B.V.

Beechavenue 25, 1119 RA Schiphol-Rijk, The Netherlands Phone: +31-20-5877200 Fax: +31-20-5877260

KYOCERA Document Solutions (U.K.) Limited

Eldon Court, 75-77 London Road, Reading, Berkshire RG1 5BS, United Kingdom Phone: +44-118-931-1500 Fax: +44-118-931-1108

KYOCERA Document Solutions Italia S.p.A.

Via Monfalcone 15, 20132, Milano, Italy Phone: +39-02-921791 Fax: +39-02-92179-600

KYOCERA Document Solutions Belgium N.V.

Sint-Martinusweg 199-201 1930 Zaventem, Belgium Phone: +32-2-7209270 Fax: +32-2-7208748

KYOCERA Document Solutions France S.A.S.

Espace Technologique de St Aubin Route de I’Orme 91195 Gif-sur-Yvette CEDEX, France Phone: +33-1-69852600 Fax: +33-1-69853409

KYOCERA Document Solutions Espana, S.A.

Edificio Kyocera, Avda. de Manacor No.2, 28290 Las Matas (Madrid), Spain Phone: +34-91-6318392 Fax: +34-91-6318219

KYOCERA Document Solutions Finland Oy

Atomitie 5C, 00370 Helsinki, Finland Phone: +358-9-47805200 Fax: +358-9-47805212

KYOCERA Document Solutions Europe B.V., Amsterdam (NL) Zürich Branch

Hohlstrasse 614, 8048 Zürich, Switzerland Phone: +41-44-9084949 Fax: +41-44-9084950

KYOCERA Bilgitas Document Solutions Turkey A.S.

Altunizade Mah. Prof. Fahrettin Kerim Gökay Cad.

No:45 34662 Üsküdar İstanbul, Turkey Phone: +90-216-339-0020 Fax: +90-216-339-0070

KYOCERA Document Solutions Deutschland GmbH

Otto-Hahn-Strasse 12, 40670 Meerbusch, Germany Phone: +49-2159-9180 Fax: +49-2159-918100

is a trademark of KYOCERA Corporation KYOCERA Document Solutions Austria GmbH

Wienerbergstraße 11, Turm A, 18. OG, 1100 Wien, Austria Phone: +43-1-863380 Fax: +43-1-86338-400

KYOCERA Document Solutions Nordic AB

Borgarfjordsgatan 11, 164 40 Kista, Sweden Phone: +46-8-546-550-00 Fax: +46-8-546-550-10

KYOCERA Document Solutions Norge Nuf

Olaf Helsetsv. 6, 0619 Oslo, Norway Phone: +47-22-62-73-00 Fax: +47-22-62-72-00

KYOCERA Document Solutions Danmark A/S

Ejby Industrivej 60, DK-2600 Glostrup, Denmark Phone: +45-70223880 Fax: +45-45765850

KYOCERA Document Solutions Portugal Lda.

Rua do Centro Cultural, 41 (Alvalade) 1700-106 Lisboa, Portugal Phone: +351-21-843-6780 Fax: +351-21-849-3312

KYOCERA Document Solutions South Africa (Pty) Ltd.

KYOCERA House, Hertford Office Park, 90 Bekker Road (Cnr. Allandale), Midrand, South Africa Phone: +27-11-540-2600 Fax: +27-11-466-3050

KYOCERA Document Solutions Russia LLC.

Building 2, 51/4, Schepkina St., 129110, Moscow, Russia Phone: +7(495)741-0004 Fax: +7(495)741-0018

KYOCERA Document Solutions Middle East

Dubai Internet City, Bldg. 17, Office 157 P.O. Box 500817, Dubai, United Arab Emirates Phone: +971-04-433-0412

KYOCERA Document Solutions Czech, s.r.o.

Harfa Office Pari, Českomoravská 2420/15, Praha 9 Phone: +420-222-562-246

KYOCERA Document Solutions Inc.

2-28, 1-chome, Tamatsukuri, Chuo-ku Osaka 540-8585, Japan Phone: +81-6-6764-3555 https://www.kyoceradocumentsolutions.com

KNMNFGKDEN750.2019.10

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