Adding a XeroxScan Connector Repository

The repository is the shared directory where the Xerox MFD sends scanned documents and the XeroxScan connector on the server collects these documents.

To add a XeroxScan connector repository

Start the Server Administrator.
On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.
On the console, expand the Server Administrator tree.
Select Connectors. The details pane lists the connectors that are licensed with your server.
Double-click the XeroxScan connector to open the Properties dialog box.
Click Folders.
Click New. The Device Properties dialog box appears.
In the Description box, type a descriptive name.
In the Scan to Folder box, type the path to the repository. You can also browse to the repository. You must create the repository before you perform this procedure. The XeroxScan connector cannot create a repository.
Click Override Defaults.
Select Override Destination. Select a format from the drop-down list if your environment uses network scanning templates with the XeroxScan connector.

More information before you continue

You or another network administrator must create at least one Xerox network scanning template for Upland AccuRoute. This template must contain the FaxNumber metadata field and a corresponding label that prompts the user to provide the destination for the fax.

When the user walks up to the Xerox MFD, selects this template, and provides the destination for the fax, the Xerox MFD populates the FaxNumber metadata field in the template file with this data and sends the scanned document and the template file to the fax repository. As soon as the XeroxScan connector detects these files, it parses the data in the FaxNumber metadata field. (The FaxNumber metadata field can potentially contain the fax number, an e-code for the sender, and a billing code, so you must specify the appropriate format for users in your company.)

You must determine the information you want the sender to provide and then select an appropriate data format. (Additionally, you might need to modify the label associated with the FaxNumber metadata field if the user should provide more than a fax number.) Remember that a user must provide the destination for the fax in the same data format you select. For example, if you select FAX*ECODE, then users must provide the destination fax number and their DID number in the same format: 6038901957*465

Use the following information to help you select a data format.

FAX is the fax number where the document should be sent.

All destination format options include FAX.

BILL represents the billing code that should be associated with the document.

You should select an option that includes the billing code only if your company uses a cost recovery application to recover costs associated with sending documents to your company's clients.

ECODE represents the DID number of the document sender.

If the network scanning template contains the metadata field "EmailAddress" and this field is populated, the XeroxScan connector uses this e-mail address to send the delivery confirmation message. However, if the "EmailAddress" is empty, or if the network scanning template does not contain the metadata field "EmailAddress", the XeroxScan connector performs a lookup in the Global Address List or Active Directory based on the document sender's e-code and returns the e-mail address of the document sender.

You should select an option that includes the e-code only if the users are not required to log in at the Xerox MFD, or if you are not using a network scanning template that prompts the document sender to provide an e-mail address. (In order for the DID lookup to be successful, users in your company must have DID numbers, and these DID numbers must be available in your company's Global Address List or Active Directory.)

Note: If your company has an Upland AccuRoute server and users scan documents with routing sheets, skip this step.
In the Address box, type a value (usually a fax number) that you wish to use as the default destination.
Select Override Originator.
In the E-mail box, type the email address.
Select Always use this e-mail address or Use e-mail of logged in user if available. If you select Use e-mail of logged in user if available, you can configure an LDAP lookup.
To configure LDAP lookup, click Configure. The Originator Lookup dialog box appears.
- In the Server name box, type the name of the system running the server, or its IP address.
- In the Port box, type the port number. Standard port numbers are 389 (LDAP), 636 (secure LDAP), and 3268 (Active Directory).
- In the Username box, type the user name associated with the lookup account.
- In the Password box, type the password for the user, type the lookup server in the Server box, the port number in the Port box, user name in the Username box, and password in the Password box. Click OK to save the information.
Select Override Coverpage .
Select Add system-generated coverpage to scanned image and select a cover page from the drop-down list.

Note: The cover page must exist in the \\Upland AccuRoute\Upland AccuRouteServer\Languages\ENU\Templates directory.
Select Override Confirmation, and select Neverto never receive a confirmation, selectFailureto only receive a confirmation when a message fails, orSuccess or failureto always receive a confirmation. If you selectSuccess or failure, select eitherSend to originator's e-mailorPrint on source device.
Click OK twice to save your changes.

Deleting a XeroxScan connector repository

You can delete a repository by using the Server Administrator > Connectors node.

To delete a repository

Double-click the XeroxScan connector to open the Properties dialog box.
Click Folders. All the repositories in the environment are listed in the dialog box.
Select the repository you want to delete, and click Delete.
Click Yes to delete the folder. The XeroxScan connector stops collecting scanned documents from the repository you deleted.

Note: Important! Network scanners might be configured to copy scanned documents to the scan repository you deleted. In this instance, you must modify the scanner configuration—either in the network scanning template or in the Network Fax configuration on the network scanner—so that the network scanner copies scanned documents to a valid scan repository in the list. For more information on modifying the network scanner configuration, refer to the documentation on your network scanner.

Adding a XeroxScan Connector Repository

Deleting a XeroxScan connector repository

See also