HP T1936AA - Digital Sending Software Installation instructions

support
hp digital sending
software v 3.0
workflow

hp digital sending software
version 3.0 workflow
_______support

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Edition 2, 12/2003
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ENWW Contents 1
Contents
1 Overview
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
What is the HP Digital Sending Software v 3.0 Workflow?. . . . . 5
Benefits of HP DSS Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Terms and definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
2 Features and options
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Destination routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Destination functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
MFP control panels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Steps for sending (4100mfp and 9000mfp) . . . . . . . . . . . . . . . 16
Steps for sending (9055mfp and 9065mfp) . . . . . . . . . . . . . . . 16
HP DSS Workflow architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Current Chai technology and XML messaging . . . . . . . . . . . . . . . . 18
3 Setup, installation, and authentication
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Supported MFPs and firmware. . . . . . . . . . . . . . . . . . . . . . . . . 20
Environments and protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Network operating systems . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Novell NetWare support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Server software installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
MFP Chai jar file installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
HP DSS Workflow configuration on the MFP . . . . . . . . . . . . . . . . . 28
SMTP gateway configuration on the MFP (4100mfp and 9000mfp) 29
Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
What is authentication? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
What is required? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
What does authentication provide? . . . . . . . . . . . . . . . . . . . . . 30
How is authentication activated? . . . . . . . . . . . . . . . . . . . . . . . 30
Additional information about authentication . . . . . . . . . . . . . . . 31

2Contents ENWW
4 Configuration
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Opening the HP DSS Workflow Configuration Utility . . . . . . . . 33
Navigating within the HP DSS Workflow Configuration Utility . 33
Configuring MFPs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
MFP menu page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
MFP digital sending . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Add Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
General tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
SMTP gateway page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
What is the SMTP gateway? . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Add an SMTP gateway button . . . . . . . . . . . . . . . . . . . . . . . . . 40
Edit an SMTP gateway button . . . . . . . . . . . . . . . . . . . . . . . . . 40
Remove an SMTP gateway button. . . . . . . . . . . . . . . . . . . . . . 40
Test an SMTP gateway button . . . . . . . . . . . . . . . . . . . . . . . . . 40
Move an SMTP gateway button . . . . . . . . . . . . . . . . . . . . . . . . 41
Preferences tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Component tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Notification options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
AABBYY Fine Reader OCR . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
HPS file generation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
XML file generation (KO2XML component) . . . . . . . . . . . . . . . 58
Multi-router . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
5 Licensing
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Getting an HP DSS Workflow license . . . . . . . . . . . . . . . . . . . . . . . 65
Using the License tab to manage licenses . . . . . . . . . . . . . . . . . . . 66
Updating or adding HP DSS Workflow device licenses . . . . . . 66
Transferring licenses to a different server . . . . . . . . . . . . . . . . 67
Extending an evaluation license . . . . . . . . . . . . . . . . . . . . . . . . 68
Installing multiple license packs . . . . . . . . . . . . . . . . . . . . . . . . 68
6 Support tools and procedures
Using the Service page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Using the Status Monitor program. . . . . . . . . . . . . . . . . . . . . . . . . . 71
Viewing log entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
7 Troubleshooting
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Sources for information about problems . . . . . . . . . . . . . . . . . . . . . 76
About page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

ENWW Contents 3
8 Customer support and warranty information
HP customer care service and support. . . . . . . . . . . . . . . . . . . . . . 85
Online services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Hewlett-Packard limited warranty statement. . . . . . . . . . . . . . . . . . 86
HP software license terms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Index

4Contents ENWW

ENWW Introduction 5
1Overview
Introduction
This chapter describes the HP Digital Sending Software version 3.0
Workflow product, and explains how the software increases
productivity and improves MFP management. The final section in the
chapter contains definitions of terms that are used throughout this
manual.
What is the HP Digital Sending Software v 3.0
Workflow?
The HP Digital Sending Software v 3.0 Workflow (HP DSS Workflow)
is a Microsoft® Windows®-based device-to-application connector
software program for a multifunction peripheral (MFP). The software
can be used to capture, process, and route electronic documents
from HP MFPs.
.
Figure 1-1 HP Digital Sending Software Workflow Diagram
e-mail
folder
HP DSS Workflow
Server
MFPs

6Chapter 1 - Overview ENWW
Use HP DSS Workflow to perform the following tasks:
●define function keys, forms, and fields to capture and process
digital documents directly from Chai-enabled HP MFPs (see
Current Chai technology and XML messaging)
●create organizational groups of MFPs and manage software-
program function keys based on organizational needs
●use the MFP SMTP gateway and send e-mail messages directly
from the MFP
●use optical character recognition (OCR) to convert documents
into searchable formats
●store electronic documents directly from MFPs into folders or file
transfer protocol (FTP) sites, or to other printers
Benefits of HP DSS Workflow
The leading business-productivity studies show a direct correlation
between knowledge-sharing and productivity levels within an
organization. Often, knowledge-sharing is achieved by using MFPs
and content-sharing software.
The HP Digital Sending Software Workflow is an effective and
efficient content-management software program that helps provide
content that is correctly formatted and processed. The software offers
attributes that are key to organizational success:
●Ease of use. Because content-capture requires that all
organizational resources participate, effective content-capture
software must be simple and easy to use.
●Complete content-capture. Content appears in many formats.
Organizations require content-capture software that can capture
all content types, including structured, semi-structured, and
unstructured content.
●Uniform content processing. Uniform content-capture
simplifies the processes and steps that are required to implement
automated content-capture.