Configuring Xerox Connector Defaults

You can configure Xerox connector defaults by using the Server Administrator > Connectors node.

To configure Xerox connector defaults

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

  2. On the console, expand the Server Administrator.

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

  4. Double-click the Xerox connector to open the Properties dialog box.

  5. Click Defaults.

  6. Configure the connector defaults for the Upland AccuRoute or Fax server.

  7. Click OK.

Configuring Upland AccuRoute server connector defaults

To configure connector defaults for the AccuRoute Server

  1. In the Destination section, go to the Address box and enter 222876883.

  2. In the Originator section, enter the following information:

    • In the E-mail box, enter the email address for the default originator. This is used as the sender's e-mail address if the address if the job information does not include a sender email.

    • Select Use e-mail of logged in user if available. Click Configure.
      The Originator Lookup dialog box appears.

    • In the Server name box, enter the name of the system running the server, or its IP address.

    • In the Port box, enter the port number. Standard port numbers are 389 (LDAP), 636 (secure LDAP), and 3268 (Active Directory).

    • In the Username box, enter the user name associated with the lookup account.

    • In the Password box, enter the password for the user.

  3. Click OK.

  4. In the Coverpage section, select Add system-generated cover page to scanned image if you want the XeroxScan connector to add a cover page to all scanned images, and then select a cover page from the Style drop-down menu.

  5. In the Confirmation section, choose from the following options:

    • Select Never if you do not want the connector to generate delivery notification.

    • Select Failure if you want the connector to generate messages for failed messages. Now select Send to originator's email if you want the server to send the notification to the sender's email address. Or choose Print on device source if you want the server to send the notification to Xerox MFD where the sender scanned the original document.

    • Select Success or Failure if you want the connector to generate notification whenever it processed a message. Now select Send to originator's email if you want the server to send the notification to the sender's email address. Or choose Print on device source if you want the server to send the notification to Xerox MFD where the sender scanned the original document.

Configuring Fax server connector defaults

To configure connector defaults for the Fax server

  1. In the Destination section, go to Format and select one of the following options from the drop down menu.

    • 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 ecode and returns the e-mail address of the document sender.

    • You should select an option that includes the ecode 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: 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 you must provide the destination fax number and their DID number in the same format: 6038901957*465.

  1. Leave the Address box empty.

  1. In the Originator section, enter the following information:

    • In the E-mail box, enter the email address for the default originator. This is used as the sender's e-mail address if the address if the job information does not include a sender email.

    • Select Use e-mail of logged in user if available. Click Configure.
      The Originator Lookup dialog box appears.

    • In the Server name box, enter the name of the system running the server, or its IP address.

    • In the Port box, enter the port number. Standard port numbers are 389 (LDAP), 636 (secure LDAP), and 3268 (Active Directory).

    • In the Username box, enter the user name associated with the lookup account.

    • In the Password box, enter the password for the user.

  1. Click OK.

  1. Complete the Coverpage section. Select Add system-generated cover page to scanned image if you want the XeroxScan connector to add a cover page to all scanned images, and then select a cover page from the Style drop-down menu.

  1. Complete the Confirmation section, choose from the following options.

    • Select Never if you do not want the XeroxScan connector to generate delivery confirmation messages for scanned images.

    • Select Failure if you want the XeroxScan connector to generate delivery confirmation messages only when delivery fails. Then, select Send to originator’s e-mail if you want the server to send delivery confirmation messages to the sender’s e-mail address, and/or select Print on source device if you want the server to send delivery confirmation messages to the Xerox MFD where the sender scanned the original document.

    • Select Success or Failure if you want the XeroxScan connector to generate a delivery confirmation messages for every scanned image when the server finishes processing it. Then, select Send to originator’s e-mail if you want the server to send delivery confirmation messages to the sender’s e-mail address, and/or select Print on source device if you want the server to send delivery confirmation messages to the Xerox MFD where the sender scanned the original document.

See also

About XeroxScan Connector

Upland AccuRoute Server, Fax and XeroxScan Connector

Adding a XeroxScan Connector

About Xerox Connector Default Destination and Format

About XeroxScan Connector Network Scanning Templates

Adding a XeroxScan Connector Repository