About Connectors

Connectors are used to manage how messages flow in and out of the Upland AccuRoute Server. With a connector, the server can communicate with external messaging systems. Based on your company's configuration, it can either accept, deliver, or accept and deliver a message. All connectors are managed by the Connector Manager (a Windows server service) which engages connectors as needed and transfers messages between the server and other systems.

The server delivers documents to the following recipient types through its connectors.

  • A Database Management System (DMS) like Microsoft SharePoint
  • A Network or Cloud Storage Folder
  • The WebApps User Interface (UI)
  • Email
  • Fax
  • Network Printer

More about connectors

The server can also store a document and its metadata captured from users or extracted from the document as part of its processing. Documents and metadata can be stored in SQL databases or saved in XML format and stored on network or cloud storage folders. Database or XML output from the server supports integration with most archive, content management, workflow, and other information systems. This allows the server to be used as the platform for all distributed document capture and routing requirements.

In addition, the Connector Manager becomes instrumental as new information systems and extensions are made available as upgrade options.

Accessing connectors

To access the Connectors node

  1. Start the Server Administrator.
    On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.

  2. On the console, expand the Server Administrator tree.

  3. Select Connectors. The Connectors details pane lists the connectors that are licensed with your server.

Note: For additional connector licenses, contact your Account Manager.

Connector types and descriptions

Connector

Description

Additional requirements
AccuRoute CX Allows the server to classify data and extract information from a document. Supports structured, semi-structured, and unstructured documents. AccuRoute CX license
Bursting Allows you to split up (or burst) document batches. It uses barcodes to identify and break up documents. Data Extractor license

Database

Allows the server to route inbound messages (documents and faxes) to a SQL database. Extends the usefulness of archiving by allowing for specific routing rules.

SQL database

Desktop Client

Allows communication with existing Fax Sr. Client v5.4 installations.

 

DMS

Allows the server to route inbound messages to a supported document management system. The DMS connector also supports Fileshare, MyFolder, Billing validation and Single-page provider features.

Note:The inbound document must include a Routing Sheet generated with the Upland AccuRouteDesktop Client.

Upland AccuRoute Desktop

 

Exchange

Allows the server to communicate with an Exchange server. Supports both inbound and outbound messages.

Telco connector

Fax Sr. (Legacy)

Allows the server to communicate with the Fax Sr. server. Supports both inbound and outbound messages.

Telco connector

Fax Sr. Filescan (Legacy)

Allows the server to process Fax Sr. Filescan files. Supports bothinbound and outbound messages

Telco connector
Filebound

Supports integration with Upland FileBound. For OCR-processed documents, the system can automatically store the text in the FileBound document's FullText property for search and indexing.

Note:OCR is an acronym for Optical Character Recognition.

Upland FileBound

DMS license

Filescan

Allows the server to route messages to and from a specified network folder (the Filescan folder). Acts as an "on ramp" or "off ramp" to the system. Supports both inbound and outbound messages.

Shared network folder
Fileshare (DMS) Allows the server to route messages to a specified network folder (the FileShare folder). Supports outbound messages.

Shared network folder

HP LAN Fax

Allows the server to send outbound fax messages from an HP Digital Sender through the AccuRoute Server.

Telco connector
HP Records Manager Provides the ability to profile all of your important documents and store them in Records Manager. Users can route both soft copy and hard copy documents to Records Manager quickly and easily, using Records Manager's familiar, native windows.  
iManage (DMS) Allows users to send both soft copy and hard copy documents to iManage quickly and easily.  
Interfax Allows the server to send and receive faxes via the cloud based InterFAX fax service.  

Litigation Support

Works with Litigation Support System software such as Ringtail to facilitate importing documents to the Litigation Support System application.

AccuRoute Desktop

Sequencer component

Ringtail CaseBook v6.02

Directory structure to support Ringtail /Concordance cases
MyFiles

Allows the server to route messages to and from a specified network folder. Supports both inbound and outbound messages.

Note:Filescan is the predecessor of the MyFiles connector.

Shared network folder
NetDocuments Used to route documents between the server and the NetDocuments document management system.  

Notes

Allows the server to communicate with a Notes/Domino server. Supports both inbound and outboundmessages.

Telco connector

Printer

Allows the server to route documents and faxes to printers in the local area network.

 

SAP

Allows the sever to communicate with SAP applications such as Business Workplace. Supports both inbound and outbound messages.

Telco connector

SAP ComServer

SharePoint (DMS) Allows users to upload scanned documents directly into SharePoint document libraries from a multifunction printer (MFP) or other scanning device. MS SharePoint FileShare

SMTP

Allows the server to communicate with the SMTP mail server. Supports both inbound and outbound messages.

Internet Information Services (IIS) on the AccuRoute Server.

Note: Connector works in conjunction with an SMTP mail server or a virtual SMTP mail server that has been configured to act as a smart host.

SSR

Allows the AccuRoute Server to route an outbound fax to a server located near the dialing destination.

Telco connector

Summation

Allows the AccuRoute Server to integrate with Summation iBlaze application. Supports outbound messages only.

AccuRoute Web Client

Summation iBlaze Client v2.7

Upland AccuRoute Summation Add On Client
T.37 Fax Allows the server to send outbound fax messages as an email to another fax server or fax service provider that accepts T.37 SMTP messages. SMTP server

Telco

Allows the server to send and receive faxes. The Telco connector works in conjunction with the Modem Server software that is installed in the Upland AccuRoute server. Supports outbound messages only.

Supported fax modem

Modem drivers

Adequate telephone service from local telephone service provider
WorkSite    

XeroxScan

Allows the server a method of sending hard copy documents from a Xerox multi function device through the AccuRoute Server. Supports outbound messages only.

Mail connector

Telco connector

Universal Input (DMS)

Picks up and processes and submits XML documents to the server for delivery to the intended recipients.

Shared network folder

Upland AccuRoute

Allows the AccuRoute Server to manage communication between the server and its connectors. Supports both inbound and outbound messages.

Note: All servers require the Upland AccuRoute connector.

 
Zonal OCR Allows the server to manage zonal form definitions and data extractions from company-specific structured forms. Zonal OCR license

 

See also

Connector Profile

Managing Connectors