Device Configuration and Software Integrations

HP CR integrates with software provided by several third-party vendors.

HP CR features are accessible where the users need them most—on the web, office machines, multifunction devices, and business systems that are an integral part of the communication workflow.

HP CR is an intranet-based application for multifunction devices and business systems. HP CR supports software solutions complementing the hardware solutions offered by Hewlett Packard as well as integrating with other vendor devices such as Ricoh Corporation, Sharp Electronics Corporation, and Xerox Corporation.

Procedures for multi-vendor device testing are provided in this topic.

Note: For Embedded Device Client download, installation, and configuration instructions, refer to the HP Capture and Route (HP CR) Embedded Device Client Installation Guide.

Ricoh

When scanning from Ricoh devices, users must choose Multi-paged PDF in the scan options of the device.

Sharp: Address registration with the Sharp MX-C311

  1. Set up FTP Role Service on the destination server (HPCR).
  2. Once the FTP service is installed, create an FTP site in IIS.
  1. When creating the site, the physical path will be the Filescan directory.
  2. Select No SSL.
  3. Allow Anonymous and Basic Authentication with Read and Write Permissions.
  4. Set up the Filescan directory in virtual mode and add a virtual control file.
  5. Open the Embedded Web Server on the Sharp device.
  6. Log in and click Address Book.
  7. Click Add.
  1. Select FTP as the Address Type.

  2. Enter an address name in the Address Name (Required) field.

  3. Enter the IP address of the HPCR server in the Hostname or IP Address (Required) field.
  4. Enter the FTP root (\) for the Directory.
  5. Add the User Name credentials and Password.
  6. Click Submit.
  7. On the device, select Image Send\Address Book.
  8. Locate the address and scan a job. The file will be scanned to the Filescan folder on the HPCR server.

Xerox: Creating a new workflow template with the Xerox WorkCentre 6400

  1. Set up FTP Role Service on the destination server (HP CR).
  2. Once the FTP service is installed, create an FTP site in IIS. See Creating a New FTP Site in IIS 7 if you are not familiar with creating an FTP site.
  3. When creating the site, the physical path will be the Filescan directory.
  4. Select No SSL.
  5. Allow Anonymous and Basic Authentication with Read and Write Permissions.
  6. Set up the Filescan directory in virtual mode and add a virtual control file.
  7. Open the Embedded Web Server for the device and log in.
  8. Click the Scan tab.
  9. Click Templates in the Display section.
  10. Enter a name in Template Name.
  11. Select the Enter a Scan Destination radio button.
  12. Enter a friendly Name.
  13. Select FTP for the Protocol.
  14. Select IPv4 Address for the Name or IP Address.
  15. Enter the IP address and port.

 

The integrated HP CR and HP Access Control (HP AC) solution provides for:

  • “Advanced” single-sign between HP AC and HP CR. This includes the ability for HP AC to capture a user’s network password and then securely transfer that password to HP CR. From that point, HP CR could use the name and password of the logged in user to upload documents to SharePoint or store documents in a network folder as that user.
  • Transfer of job accounting details from HP CR to HP AC. The following job accounting details on each job processed through HP CR are captured and made available for import into the HP AC system:
    • Master Job ID
    • Source scanning device or fax channel, if known
    • Source originating user, if known
    • Date/time of submission for processing
    • Date/time of completion of processing
    • Final delivery status (success, failure, reason for failure if applicable)
    • Size of documents submitted, delivered, expressed in pages
    • Size of documents submitted, delivered, expressed in bytes
    • Delivery destination type (for example, fax, email, folder, SharePoint, etc.), delivery address (such as 1-800-555-1212, user@company.com, etc.)

Any individual job may be delivered to multiple individual recipients. A separate job tracking record is captured and transferred for each recipient. All deliveries for a single, submitted job share a common master job ID.

It is not necessary for the HP CR and HP AC servers to install and run together on the same Windows server.

 

HP iManage TeleForm is a software-based solution for document capture used to extract and validate information from complex, forms-related documents. HP CR integrates with TeleForm so that documents captured through HP CR can be transferred to TeleForm for processing. HP CR also has the ability to receive documents and metadata sent to HP CR from TeleForm so that HP CR can deliver the content to one or more intended destinations.

Server Configuration

The Universal Input and Universal Output connectors enable HP CR to support integration with HP iManage TeleForm. HP CR integrates with TeleForm so that documents captured through HP CR can be transferred to TeleForm for processing. HP CR can also receive documents and metadata sent from TeleForm and deliver the content to one or more intended destinations.

HP CR and TeleForm integration use:

  • HP CR’s Universal Input connector to receive documents and metadata which have been exported from TeleForm. An XSLT translation parses the XML sent back from TeleForm and maps this information to appropriate Job Properties created on the HP CR Server. HP CR then processes the returned job based on these properties and routes it to its intended destination(s).
  • HP CR’s Universal Output connector to output scanned documents and metadata to a target network folder, which is monitored by TeleForm as a source for incoming documents to process. The Universal Output connector stores a scanned document as well as an XML file, which may include metadata regarding the scanned document. The Universal Output connector is configured to use an XSLT, which formats the output metadata from the HP CR Server in a documented format that can be parsed and imported to TeleForm.

 

Configuring the Universal Output connector

The HP CR Server installation includes a Universal Output connector (Universal Output on the Server) by default. This connector is automatically configured during installation. However, some connector properties can be changed as needed.

To access and configure the connector

  1. Click Start > All Programs > HP Capture and Route > HP Capture & Route Server Administrator.
  2. In the console tree, expand the HP CR Server.
  3. Select Connectors. The results node lists the connectors that are licensed with your server.
  4. Double-click the Universal Output connector to view its properties. Click the XSLT tab.

The following fields contain default values. These values can be changed as needed.

  • XSLT file – the XSL translation file used to format XML files
  • Output Folder – the monitored folder for images and XML files
  • Translated File Extension – the default value is xml
  1. At Multiple attachment handling, select either:
    • Create an XML output for each attachment, individually
    • Create an XML output that references all attachments
  2. At Store Attachments, select either:
    • In output folder
    • In translated file as, and select a file type from the dropdown menu.
  3. Click OK to save the settings and close the Properties for Universal Output on the Server page.

Creating a rule for HP CR

HP CR can pass a job to TeleForm based on certain criteria. This can be the sender’s email address, the destination, or various other options. For this example, assume that anything going to the email address destination TeleForm@hpcr.com should be forwarded to the TeleForm server.

You would follow these steps:

  1. Click Start > All Programs > HP Capture and Route > HP Capture & Route Server Administrator to open the HP CR Server Administrator.
  2. In the console tree, expand the HP CR Server.
  3. Expand Rules > Outbound.
  4. Right-click to choose a new rule.
  5. Click Add.
  6. Select Destination is an e-mail address.
  7. Click is.
  8. Enter TeleForm@hpcr.com
  9. Click Add.
  10. Click Finish.
  11. Click Next.
  12. Click Add.
  13. Select Route to Connector.

  14. Click Next. The Route to Connector page is displayed.

  15. From the Route to Connector, select Universal Output on the Server.

  16. Set the Document Delivery Format to PDF.
  17. Be sure Include Template is not selected.
  18. Click Advanced.
  19. Click Set Additional Job Properties...
  20. In Set Job Properties, click Add... and select a User Property from the dropdown menu, for example, prDMSUseDefaultProfile.
  21. For the Value, enter 1.
  22. Click OK to close the Set Job Property window.
  23. Click OK to close the Set Job Properties window.
  24. Click OK to close the Advanced Routing Options page.
  25. Click Finish.
  26. Click Next on the Specify the Actions to take for this Rule page.
  27. Click Finish.

Configuring TeleForm to work with Universal Output

  1. Navigate to the directory where the ScriptAPI.cfg file is located:
  • Windows 7
  • C:\ProgramData\Cardiff\TeleForm\scripts\AddIns
  1. Modify the ScriptAPI.cfg file. The “X” in “AddIn_X” needs to be changed to the next number in the sequence after the highest existing number in the ScriptAPI.cfg file. In most cases for new installs, this will be “7” as shown in the example below.

Example:

AddIn_X.GUID={044CD12D-6426-4C25-8874-5DF94C559BBB}

AddIn_X.Name=XML Batch Search

AddIn_X.DLL=

AddIn_X.RegCmd=

AddIn_X.Enabled=1

Example: AddIn_X.InstallType=0

  1. Once the above changes are made, start TeleForm Designer and go to the ScriptingAPI tab on the Utilities > Configuration dialog.
  2. Confirm that XML Batch Search is listed and enabled.

  3. To configure the input method, go to Utilities > Connect Agent Setup > 7. Xml Batch Search.

  4. Enter a path to a directory matching the one in the Universal Output Properties.
  5. Continue with the following procedures (Configuring Ghostscript with TeleForm through Configuring the form).

Configuring Ghostscript with TeleForm

  1. Download gs905w32.exe and install it.
  2. Once installed, configure TeleForm to use Ghostscript by editing the WKS file in this folder: c:\program data\cardiff\Teleform\profiles

Note: For more information on configuring TeleForm for Ghostscript, contact TeleForm Support.

Outputting a job to TeleForm

To output a job to TeleForm, you will first create a TeleForm job that matches the HP CR JobID, as described in the procedure below.

Note: The JobID in HP CR should be hard coded to = HPCR. This is based on the Teleforms.xsl file in the samples directory. The batchID must = ““.

  1. Open the TeleForm Scan Station.
  2. Select File > Job Configuration.
  3. On the Job Configuration page, select New. The Job Properties page is displayed.

  4. Enter HPCR as the Job name.

If you have custom fields, click the Custom Fields tab and enter information, as applicable, in the custom fields. (This is not required by default.)

Creating a sample form

  1. Open the TeleForm Designer.
  2. Select File > Templates.
  3. Under Sample Forms, select a form.
  4. From the Forms menu, select Activate.

Note: Activating a form locks the image in place for zonal OCR and structured forms recognition.

Testing

  1. Scan a job to the destination that matches the rule that was created.
  2. The message should arrive on the shared directory with the XML file and the scanned image in PDF format.
  3. Open the XML and verify that the format is correct.

Enabling TeleForm

  1. Open the TeleForm Reader. This is the software that picks up the files and reads the forms.
  2. Verify that the files were picked up from the directory specified.
  3. Open the TeleForm Verifier.

If you do not see the new job, click the Refresh button.

Note: There is no time or date field by default. The only way to know this is your job is to look for any custom fields that may have been passed over with the job.

  1. Highlight the job and click Process. This will open the job and display the scan.

Sending a form from TeleForm back to HPCR

You can set a form to feed back to a directory that the HPCR server is monitoring.

Configuring the form

  1. Using the TeleForm Designer, open the form that will be used for scans:
    • Select File > Templates > Sample Forms.
    • Open the form you plan to use.
  2. With the form open, select Form > Auto Export Setup.

  3. Click the New button and select Capture to Directory (VB.NET) from the drop-down in the Table Format field. This will capture an image file.

  4. Click the File Export tab.

  5. Enable Export files and enter a directory that the HP CR Universal Input connector can access.

  6. Repeat Steps 3 through 5 and select XML (C#) as the format. This will create an XML file.

  7. On the Fields tab, select the fields to export in the XML file.

  8. Save the form when complete.

 

Creating a Universal Input connector

  1. Click Start > All Programs > HP Capture and Route > HP Capture & Route Server Administrator to open the server. Administrator.
  2. In the console tree, click Connectors > New HP Capture and Route Connector for > Universal Input. The Server Address page opens.
  3. Click Next. Alternately, if you want the connector to run on a remote server, click Remote Server and enter the server name. Click Next. The Display Name page opens.
  4. Enter a descriptive name and click Next. You are prompted to specify the folder to scan.
  5. Click Browse and select the folder to scan.
  6. Click Next. The connector is configured and added. The Congratulations page opens.
  7. Click Finish.

The new Universal Input connector appears in the details pane.

Enabling XML translation

  1. Click Start > All Programs > HP Capture and Route > HP Capture & Route Server Administrator to open the HP CR Server Administrator.
  2. In the console tree, click Connectors. All connectors in the environment are listed in the details pane.
  3. Double-click the Universal Input connector to open the Properties page.
  4. Click Folders.
  5. Select the folder that is listed and click Properties. The New Folder page opens.
  6. Select the Enable XML Translation option and click Add. The Enter Extension page opens.
  7. Enter *.xml.
  8. Click OK to close the page.
  9. Click OK to save your changes and close the New Folder page.

Now you can copy the TeleformsIn.XSL file to the Universal Input folder.

  1. Browse to C:\Program Files (x86)\HP\HPCR\Samples\Universal Input.
  2. Copy the file TeleformsIn.xsl to the folder specified for the Universal Input connector.