eCopy ShareScan® 5.0 Configuration Guide for HP Trim Connector Licensing, Copyright, and Trademark information The information in this document is subject to change and does not represent a commitment on the part of Nuance Communications, Inc. The software described in this document is furnished under a license agreement. The software may be used or copied only in accordance with the terms of the agreement. It is against the law to copy the software on any medium except as specified in the license agreement. No part of this document may be reproduced, transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, or translated into any language for any purpose other than the purchaser’s personal use, without the written permission of Nuance Communications, Inc. © 2011 Nuance Communications. All Rights Reserved. Nuance, the Nuance logo, the Paper River logo, eCopy PaperWorks and OmniPage are trademarks or registered trademarks of Nuance Communications, Inc. or its affiliates in the United States and/or other countries. All other trademarks referenced herein are the property of their respective owners. All other trademarks referenced herein are the property of their respective owners. Customer Support services Customer Support services include the following components: n Customer support for licensing, registration, and other non-technical issues n Technical support n Hardware RMA (Return Merchandise Authorization), where applicable Note: Nuance Communications does not provide hardware support. Contact your hardware dealer/distributor, or system integrator for support information. The support services are available to registered users of Nuance Communications software during the warranty period or for the duration of your software Maintenance and Support (M&S) agreement. Contact your supplier for details, as described in the M&S agreement. The main Support page is at http://support.nuance.com, where you can obtain information about Customer Support services, hours of operation, contact information, policies, and process descriptions. In the list of products, select the eCopy product and then click Go. The Support Overview page opens. In addition to support provided by your dealer or distributor, the Ask eCopy Web site provides 24x7 access to a knowledge base. To access Ask eCopy, click the link on the main Support page. If you purchased your software directly from Nuance Communications, check Ask eCopy for solutions to your technical problems. If necessary, open a ticket from the Ask eCopy Web site. Contact information US/North America Corporate Headquarters Telephone: +1.781.565.5000 Customer Support Services Telephone: +1.781.565.4600 Outside North America Please contact your local dealer or national sales organization. HP Trim Connector This document covers the installation, configuration and usage of the Trim connector for eCopy ShareScan 5. The Trim Connector for eCopy ShareScan allows documents to be scanned directly from a multifunction device or dedicated scanner into Trim System using eCopy ShareScan 5. By using this connector you can authenticate with your existing Trim account and allow users to select which Record Type they are creating an instance of, along with being able to populate the fields associated with that type. In this section: 1 - Prerequisites 2 - Connector installation 3 - Connector settings 4 5 5 3.1- Configuration tab 5 3.2- Licensing tab 6 3.3- Activating licenses 8 4 - Usage 9 4.1- Authentication 10 4.2- Document Type Screen 10 4.3- Document Properties Screen 10 4.4- Object Search Screen 10 4.5- Send Result 10 4.6- Demoware 10 1 - Prerequisites n Trim 6.x n .NET Framework 3.5 or better must be installed on the ShareScan Manager Server. n The Trim Workgroup Server must be reachable over the network from the ShareScan Manager. n The Trim Desktop Client for the appropriate version of Trim must be installed on the ShareScan Manager. 2 - Connector installation 1. Run the installer MSI installer package and click Next to start the installation wizard. 2. Either use the default installation location or choose an alternative location. 3. Click Next to confirm the setting and proceed with the installation 4. After the installation is finished, start the ShareScan Administration Console to configure the connector. 5. Navigate to the folder where the Trim Client software is installed (typically C:\Program Files\TRIM Context). Set the permissions on the ServerData and ServerLocalData to full permissions for the account the ShareScan Manager service is running under, and also full permissions for any domain user (or group of users) using the connector. 3 - Connector settings The following sections outline the various connector settings that apply to the HP Trim connector. To configure the connector, click the Edit button of the Configure tab. 3.1- Configuration tab The configuration tab allows the administrator to set the access properties to the HP Trim Database. Field Name Trim Server Description Displays the Server name and Database properties of the chosen Trim Field Name Description Database. Choose Database Click this button to open up the standard Open TRIM Context Dataset dialog. From here you can add/select the database that you wish to connect to. Once a database has been selected, the Server Name and Database boxes are automatically populated. Logon Settings Allows you to enter logon credentials and specify the logon mode. The following logon options are available: l l Runtime: uses the ShareScan session credentials to logon to Trim. Default logon: the credentials set in the username/password/domain textboxes in the Administration Console are used. You can check the Search while typing checkbox to enable autocompletion of the logon fields on the client forms. Test Click this button to test the access credentials you entered. 3.2- Licensing tab After running the installer, the connector needs to be licensed with Paper River Consulting. Field Name Description Machine Key Displays the machine key. Activate License Click this button to start activating your Sage license. For more details, see below. Allowed Devices Displays how many devices are allowed by the license to be running with the connector enabled at any one time.. Currently Licensed Devices Displays the current devices that are running the Sage 50 Accounts connector that are licensed. To remove the license allocation from a particular device, select it in the list, and click Remove. This will allow the license slot to be taken by another device. 3.3- Activating licenses When the connector has just been installed, and no license has been applied, the connector runs in Demonstration mode where calls to HP Trim are replaced with static lookups used for demonstration purposes only. When the connector is running in Demo mode, both Allowed Devices and Expiry Date will display Demo. 1. To activate the license, click the Activate License button. 2. The License Activation screen is displayed. You have three options to choose form on this screen: 1. Fill in the required information, and activate online. 2. Fill in the required information, and activate by email (For servers without Internet access). 3. Use an activation file received by email to activate your license. 3. After clicking Online Activation, the connector will attempt to connect to the Licensing Server. 4. Once the license has been successfully activated, a Close button will appear. 5. If the connector is unable to connect to the licensing server, an error message is displayed, and an Email Activation button is displayed. Click this button will take you to the email activation screen, where it instructs you how to email the license request. 6. Compose an email to the email address specified. Click on the Generate License Request File button and save the license request file, then attach it to your email. 7. The license activation file is emailed back to you. 8. To use a license activation file, click on the Apply Activation File button. This will prompt you for the location of the activation file sent back to you by email. Select the correct file, and it will be applied. 4 - Usage In this section, you can find information on various client-side forms. 4.1- Authentication Depending on your connector settings, you may need to login to Trim before you can start indexing. 4.2- Document Type Screen Your administrator may have pre-selected a Document Type for scanning. However, if they have not, and Trim has more than one Document Type available, the Document Type selection screen is displayed. This screen enables you to simply select the type of document that you are scanning into Trim. All you need to do is select one and press Next. 4.3- Document Properties Screen If the selected Document Type has fields associated with it, these are displayed for you to fill out. Use the scroll buttons on the right hand side to see more fields if there are too many to fit on one page. Each tab within Trim is shown as a different page, and the name of the tab is added to the page title. Mandatory fields are marked, and if you press Send before populating all mandatory fields, you are prompted to fill them in. If a field is an object, for example, a Classification / Location, a button is displayed to the right of the textbox for the field. You are unable to modify the contents of the textbox directly, but must press the Search button to bring up the Search screen. 4.4- Object Search Screen After pressing search next to a Lookup or a User field, you the object search screen is displayed. Enter your search string in the search box at the top. Pressing Search runs the search on the Trim server, and returns the results to the main list box shown on the screen. You can now select one of the items and press OK to store it in the field. You cannot press OK unless one is selected. Pressing Cancel takes you back to the Document Properties screen without updating the field. 4.5- Send Result Once the document has been sent to Trim, a result screen is displayed giving you the Record number, then the ShareScan Redirect screen is displayed. 4.6- Demoware When unlicensed, the connector reverts to a demonstration mode. This is indicated by the word Demo in the Allowed Devices box on the Licensing tab. In the Upload result page of the connector, Demo is also appended to the Upload Successful message. When in Demonstration mode, there is no communication with the Sage Accounts Server as it is intended for demonstration purposes only.