KYOCERA Kyocera HomePOINT Guide

KYOCERA
HOMEPOINT™
HomePOINT
Version 1.4
October 2018
KYOCERA Document Solutions America, Inc.
Software Solutions Group
© 2018 KYOCERA Document Solutions America, Inc.
1. Introduction ..................................................................................................................................3
1.1 Software ........................................................................................................................................... 3
1.2 This Guide ........................................................................................................................................ 3
1.3 What’s New...................................................................................................................................... 3
1.4 Supported MFP Models ................................................................................................................... 4
1.5 System Requirements ...................................................................................................................... 4
1.6 Licensing........................................................................................................................................... 4
1.7 On-line Activation ............................................................................................................................ 5
2. Operation .....................................................................................................................................8
2.1 Typical Workflow ............................................................................................................................. 8
Scanning ............................................................................................................................... 8
Printing ................................................................................................................................. 8
2.2 User Login ........................................................................................................................................ 8
User Registration / Password Change .................................................................................. 8
User Registration / Password Change with AccessLock 4.3.0+ ............................................ 8
2.3 File Browsing .................................................................................................................................... 8
2.4 Scanning ........................................................................................................................................... 9
2.5 MFP Setup ........................................................................................................................................ 9
2.6 HyPAS Application Installation ......................................................................................................... 9
Installation on HyPAS-Capable MFPs ................................................................................... 9
Installation on HyPAS-Enabled MFPs ................................................................................. 11
2.7 File Server Setup ............................................................................................................................ 12
3. Configuration .............................................................................................................................. 13
3.1 KYOCERA HomePOINT Configuration Web Page ........................................................................... 13
3.2 System Setting ............................................................................................................................... 13
3.3 LDAP Setting................................................................................................................................... 14
LDAP Properties .................................................................................................................. 14
Network Path...................................................................................................................... 14
3.4 Scan Settings .................................................................................................................................. 16
4. Troubleshooting .......................................................................................................................... 17
5. Support ....................................................................................................................................... 18
2
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
1.
Introduction
1.1
Software
KYOCERA HomePOINT enables you to easily scan and store documents within your network home
folder. All documents can be digitized without having to install software on local workstations, any
special middleware or server add-ons – enabling businesses to further leverage their existing IT
infrastructure. The advanced version of KYOCERA HomePOINT also allows you to browse through subfolders within your network home folder, create new sub-folders and even access and print PDF
documents that are already in your home folder – eliminating the need to return to your desk and use
your PC or workstation to complete the task. For a more streamlined experience, you can use HID cards
to login to the application.
1.2
This Guide
This document describes the components, functions, installation requirements and setup procedures
needed to deploy KYOCERA HomePOINT Advanced and KYOCERA HomePOINT.
Since KYOCERA HomePOINT offers multiple configuration options, it is essential to understand the
workflow and configuration options to deploy this solution correctly.
The installation and set-up of KYOCERA HomePOINT is the responsibility of a trained service technician.
Please contact your authorized Kyocera or Copystar dealer for assistance with installation and service.
1.3
What’s New
Administrator can now setup a suffix in scan settings of the configuration web page to be appended to
user home folders automatically.
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
3
1.4
Supported MFP Models
For a full list of support MFP models, please refer to the Solutions Compatibility Chart on
KDACentral.com.
NOTE: Supported models are subject to change without notice. Please refer to the KYOCERA Document
Solutions America, Inc. web site for up-to-date information on supported models.
1.5
System Requirements
1. File shares supported
a. Windows® Shared Folders
b. Windows Distributed File Systems
2. File servers supported
a. Windows XP SP3 (x86 & x64) - Professional edition
b. Windows Vista Pro SP2 (x86 & x64) - Professional, Enterprise and Ultimate editions
c. Windows 7 SP1 (x86 & x64) - Business, Enterprise and Ultimate editions
d. Windows Server 2003 SP3 (x86 & x64) - Standard, Enterprise, Data Center, Storage
Server, Small Business Server editions
e. Windows Server 2003 R2 SP1 (x86 & x64) - Standard, Enterprise, Data Center, Storage
Server, Small Business Server editions
f. Windows Server 2008 SP2 (x86 & x64) - Standard, Enterprise, Data Center, Storage
Server, Small Business Server, Essential Business Server editions
g. Windows Server 2008 R2 SP1 (x64) - Foundation, Standard, Enterprise, Data Center,
Storage Server
h. Windows Server 2012 (x64) - Foundation, Essentials, Standard, Data Center editions
3. Authentication supported
a. Active Directory
4. Authentication protocols supported
a. NTLM v2
b. Kerberos
1.6
Licensing
KYOCERA HomePOINT is available in two versions and both versions require licensing per MFP
1. KYOCERA HomePOINT is a value-add version that supports only scanning
2. KYOCERA HomePOINT Advanced is the full version of the application and supports scanning,
printing, folder creation, and folder browsing.
Please contact your authorized Kyocera of Copystar dealer for more information on how to purchase
and license KYOCERA HomePOINT.
The software can be evaluated, free of charge, during a 30-day trial period. The application will be
disabled when the trial period expires and will require a license key to be entered to continue using the
application.
4
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
1.7
On-line Activation
HomePOINT uses the same activation method as the Card Authentication Kit, Teaching Assistant, Data
Security Kit and the Document Guard Kit. Following the purchase of a license certificate, the Product ID
Number is sent in an email message. You will need these items as well as the MFP Serial Number when
you access the License Page from KDACentral.
You will be issued a unique Activation Key once you register your option. Print this page and input this
Activation Key number on the panel of your HyPAS-Enabled MFP or HyPAS-Capable MFP to activate it.
Login to the License Key Service on KDACentral.com
What’s Required:
• License Certificate
• Product ID Number
• MFP Serial Number
HomePOINT Licensing Procedure
1. Enter the Product ID from the
License Certificate, Click Next
2. Your Product will be verified,
Click Next.
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
5
3. Enter the MFP Serial Number,
Click Next.
4. Re-enter the MFP Serial
Number to confirm it, Click
Next.
5. Your Information will be verified,
Click Next.
6
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
6. Your License Key is issued.
7. Print the Page and input the License Key number on the panel of your HyPAS enabled MFP to
activate your Device.
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
7
2.
Operation
2.1
Typical Workflow
Scanning
Login
Browse to
folder
location
Specify Scan
Settings
Click scan
Press Scan
Printing
Login
2.2
Browse or
Search for
pdf file.
Select file to
print
Press "Print"
User Login
User Registration / Password Change
1. Launch HomePOINT
2. Click “New” in the User Selection screen
3. Select a Domain
4. Enter User Name and Password
5. Press Login
NOTE: User password will be updated when the user login correctly.
User Registration / Password Change with AccessLock 4.3.0+
1. Login via AccessLock
2. Start HomePOINT application
3. Login
a. If first time user, user name and password page will show up
b. If active directory password has changed, user name and password page will show
up
c. If password is valid, HomePOINT will login user automatically
NOTE: Access Lock 4.3.0+ and HomePOINT Advanced 1.1.0 are required to enable automatic login with
Access Lock
2.3
File Browsing
KYOCERA HomePOINT folder browsing functionality
1. Folder creation: Is compliant with Windows file naming conventions
2. Search: Enables users to search current directory file names only. Application does not
allow searching PDF files
3. Scan to folder: This will create a new file in current directory
4. Previous folder: Users can view directory one level up
5. File print: Enables user to print PDF file
8
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
2.4
Scanning
1. To start click the “Scan” Button in the File Browser screen
2. Once the scan settings page loads, select the desired settings to apply to the scanned
document
a. Supported Scan Settings
i. Continuous scan
ii. File Formats: TIFF, JPEG, PDF, High Compression PDF, Searchable PDF (OCR)
iii. Resolution: 200, 300, 400, 600 dpi
iv. Color: Full color, Gray, Monochrome, Auto-gray, Auto-mono
v. Other options: Duplex, Page Orientation, Feed Orientation, Page size, Original
type File name entry
3. Click on the “Next” button to start scanning
4. When the scan feed is done, click the ”Done” button to finish the scan or “Scan More” to add
additional pages to the document.
NOTE: File browsing, folder creation and printing capabilities are available with KYOCERA HomePOINT
Advanced only.
NOTE: When scanning “PDF w/ OCR” or a large number of documents, scanning can take a considerable
amount of time to process and transmit.
2.5
MFP Setup
1.
2.
3.
4.
5.
6.
2.6
MFP firmware must be updated to the latest available version
Setup MFP DNS
The MFP must be connected to a network, configured to have a valid IP address
MFP should be able to reach the active directory servers being used
MFP should be able to reach network file servers
If SSL security is enabled on the MFP, both “HTTP and HTTPS” protocols must be enabled
(System Menu > System > Network > Secure Protocol).
HyPAS Application Installation
Installation on HyPAS-Capable MFPs
1. Copy HomePOINT Package file to the root of a clean USB flash drive.
2. At the MFP control panel, open System Menu/Counter >Favorites/Application.
3. Log in as Administrator when prompted. The default login name is Admin and the default
password is Admin (Note: Enter capital A when entering ‘Admin’ as both login name and
password fields are case-sensitive).
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
9
4. Press Application button.
5. Press Menu button.
6. Press Add button.
7.
8.
9.
10.
11.
10
Insert USB flash drive into the MFP.
A list showing the application will appear.
Select HomePOINT and press Install.
After installation, press End to return to the Applications screen.
Select HomePOINT and press Menu.
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
12. Press Activate. The MFP will prompt for Activation Mode. If a license key is available, enter the
license key, then select Official. Otherwise, press the Trial button to activate one of the two 30day trials. One trial can last for 30 days after which time the trial button will be disabled and the
HomePOINT service will no longer start. A license must be purchased from an authorized
Kyocera or Copystar dealer in order to restart the HomePOINT service.
13. If the Official button is pressed,
the MFP will prompt for a license
key. Enter it using the keypad
and press the OK button.
*NOTE: License key can only be
generated by authorized Kyocera
or Copystar dealers.
After HomePOINT is activated successfully, it can be executed from the main Application screen (opened
by pressing the Application key on the control panel).
Installation on HyPAS-Enabled MFPs
1. Copy HomePOINT Package file to the root of a clean USB flash drive.
2. At the MFP control panel, open System Menu > Applications.
3. Log in as Administrator when prompted. The default login name is Admin and the default
password is Admin (Note: Enter capital A when entering ‘Admin’ as both login name and
password fields are case-sensitive).
4. Press the Add button.
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
11
5.
6.
7.
8.
Insert USB flash drive into the MFP.
A list showing the application will appear.
Select HomePOINT and press Install.
After installation, press Close to return to the Application screen.
9. Select HomePOINT and Press
Activate. The MFP will prompt
for Activation Mode. If a license
key is available, enter the license
key, then select Official.
Otherwise, press the Trial button
to activate one of the two 30-day
trials. One trial can last for 30
days after which time the trial
button will be disabled and the
HomePOINT service will no
longer start. A license must be purchased from an authorized Kyocera or Copystar dealer in
order to restart the HomePOINT service.
10. After HomePOINT is activated successfully, it can be executed from the home screen.
2.7
File Server Setup
1. Active Directory User should have read, write, and execute rights to their network shared
path.
12
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
3.
Configuration
3.1
KYOCERA HomePOINT Configuration Web Page
Administrators can access the KYOCERA HomePOINT Configuration web page using a browser such as
FireFox (version 17 or newer) or Internet Explorer (versions 8 and 9 or newer).
Configuration page URL: http://<MFP IP address>:8080/HomePOINT/Config.jsp
Replace <MFP IP Address> with the IPV4 address of the MFP.
NOTE: Configuration page address is case-sensitive.
To begin configuration, please login with the MFP
administrator’s username and password.
Only one configuration session is allowed at any time.
Any previously opened sessions will be terminated.
Session will timeout after five minutes if the user has
not interacted with the MFP actions that contacts the
MFP.
3.2
System Setting
In System Settings the Administrator can
enable or disable the cached user list in
the Biscom sending option.
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
13
3.3
LDAP Setting
LDAP Settings tab is for adding, deleting
and editing LDAP settings. This information
will be used during user login.
LDAP Properties
1. Name:- Profile Name as shown on domain
selection in the MFP Login Screen
2. LDAP IP: Active Directory IP address
3. LDAP Port: Active Directory port
4. LDAP Domain: Active directory domain name
5. LDAP Security: Enable/disable security
6. Search Base: Active Directory hierarchical
structure for user account entries
Network Path
7. LDAP Attribute: LDAP attribute containing user’s network path(UNC formatted). Typically,
“homeDirectory”
8. Custom Path: This value will be in SMB format. This is used to dynamically create an SMB path
using a user’s LDAP Attributes.
a. For example, //HostPC/SharedFolder/<givenName> will be transformed to
//HostPC/SharedFolder/Jenny
b. LDAP attributes must inside <LDAP Attribute>
c. * Custom Path will be used only if LDAP Attribute is empty.
9. Suffix: Value that will be appended to the user’s network path.
a. i.e. User’s homeDirectory is C:\Home and Suffix is “/ScannedByHomePOINT”, the
destination at the MFP will be “C:\Home\ScannedByHomePOINT”
14
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
b. If the path suffix does not exist, it will be created by HomePOINT.
LDAP Validation
To validate the values, enter user name and
password, then click “Test” button. This will bind
to the Active Directory server. If the bind is
successful the settings are valid, otherwise fix
properties.
NOTE: This only validates the values and does not
validate the Home Directory Attribute, since that
is on a per user basis.
Home Directory
User Profile must have a “Home Folder”
associated to their account to use this
application. The network path added during a
Logon script will not be detected.
Configure “Home Folder” property by selecting
either “Local Path” or “Connect”. For “Local
Path”, enter the path to a directory located on
the same PC. The local folder must be shared,
and the share name must match the folder name.
For “Connect”, select any drive letter and specify
a UNC path to a shared network folder.
NOTE: The home folder’s security and sharing settings must grant read & write access to the user.
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
15
3.4
Scan Settings
This page is for setting up default scan
setting. Setting conflicts will be
automatically fixed.
NOTE: On certain models, orientation
attribute will not be added to the scan
setting.
16
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
4.
Troubleshooting
Unable to login to HomePOINT configuration page
Symptom:
Attempts to Login fail with “Login failed. Please enter username and password again”.
Try:
Enter the username and password of a valid MFP administrator level account. The login for
default Administrator account is: User name = Admin, Password = Admin (Note the capital ‘A’).
Unable to access Folder
Symptom:
Error on file browser appears, “Access is denied for <FILE_NAME>”
Try:
User may not have READ access to the folder. Check user rights.
Unable to create folder from the file browser screen
Symptom:
When trying to create folder in the file browser screen, user gets “ERROR Access is denied.”
message.
Try:
User may not have write access to the folder. Check user rights.
Scan fails after pressing done
Symptom:
MFP Error message pops up after pressing done.
Try:
User may not have write access to the folder. Check user rights.
Able to login but file list is empty
Symptom:
User is able to login, but File Browser is empty.
Try:
Setup DNS on the MFP’s Command Center.
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
17
5.
Support
For KYOCERA HomePOINT Support:
Contact your authorized Kyocera or Copystar Dealer.
For a listing of authorized Kyocera Dealers:
https://usa.kyoceradocumentsolutions.com/en/where-to-buy.html
For a listing of authorized Copystar Dealers:
https://copystar.com/en/where-to-buy.html
or
Contact KYOCERA Technical Support
Phone
Monday - Friday 9 am - 6 pm EST
1-800-255-6482
Web
https://usa.kyoceradocumentsolutions.com/en/about-us/contact-us.html
KYOCERA® is a registered trademark of Kyocera Corporation in the United States and/or other countries. All other
trademarks are property of their respective owners.
HyPAS® is a registered trademark of Kyocera Corporation in the United States and/or other countries.
Other products and company names in this guide are trademarks of their respective owners.
Copyright © 2018 KYOCERA Document Solutions America, Inc.
All rights reserved.
Rev. 1.0
18
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.