Devices

Administrators can configure MFPs in Intelligent Capture by using Settings - Devices.

Add a new device

Additional configuration for Xerox devices

Optional Security for HP Workpath devices

Update devices with CSV 

Delete devices with CSV

Add/Edit Locations

Download Upland Device Management Service

Duplicate a device

View or edit device properties

Delete devices with CSV

 

Add a new device

Contact HP for information about the HP Workpath App and compatible devices before setting up the device in Intelligent Capture.

1. On the Navigation Menu, click Settings, then click Devices.

2. Click Devices..., then select New from the drop-down menu.

   

3. Ensure the Enabled check box is selected.
4. In the Name field, enter a name for the device.
5. In the Serial Number field, enter the serial number of the device.
6. In the Tag field, enter a tag. For example Region, Department, or Location (optional).

7. Select one of the following Authentication modes:

• Generic: Authentication at the device is ignored by Intelligent Capture. However, an Intelligent Capture user must be selected during setup. Intelligent Capture will associate this user with any device user at the HP Workpath or Xerox device. This use case scenario is best suited for companies that have configured a shared community of resources where all employees are using the same resources.

  Note: If a device is configured with Generic authentication and the configured user has the OneDrive integration set up, any device user on the HP Workpath or Xerox device will see the configured user’s OneDrive content.

  Note: If a device is configured with Generic authentication and the configured user has the CloudFAX integration set up, any device user on the HP Workpath or Xerox device will be able to send faxes on behalf of the configured user.

• Device: Authentication takes place at the device level where the device user’s email address is verified by Intelligent Capture. The device user must have an Intelligent Capture user with the same email address and belong to a group of device users that share access and privileges to the device. Any device user whose email address has been verified can access Intelligent Capture from the HP Workpath or Xerox device.

  Select the Enable Automatic Identity Mapping check box to store identify information. The provided HP Workpath device identity is mapped to the Intelligent Capture account the user logged in to. In the future, the user will not be prompted to log in to Intelligent Capture.

• Login: Device level user authentication is ignored by Intelligent Capture. The device will prompt the user to log in with their Intelligent Capture username and password. Any device user with valid Intelligent Capture credentials can access Intelligent Capture from the HP Workpath or Xerox device.



8. Click Save.

Additional configuration for Xerox devices

On the Deployment tab:

1. Select the Enable Automated Deployment check box.

2. From the Location drop-down list, select the Xerox device location. A location must be configured prior to adding a device. See Add/Edit Locations for more information.

3. In the IP Address field, enter the IP address of the Xerox device.

4. From the Device Type drop-down list, select Xerox.

5. In the Device Admin Username and Device Admin Password fields, enter the device administrator username and password.

6. In the Button field, enter a name that will be displayed on the device interface.

7. In the Button Index field field, specify the numerical position of the button within the device interface.

   

8. Click Save.

Optional Security for HP Workpath devices

Additional security can be applied to your HP Workpath devices by using Device Settings if Device is selected as the Authentication mode. A device secret and/or allowed public IP addresses are optional security measures that you can set up after the initial device setup has been completed.

Intelligent Capture will verify the device secret and/or allowed IP addresses before access is allowed to device users.

1. On the Navigation Menu, click Settings, then click Devices.

2. Click Devices..., then select Device Settingsfrom the drop-down menu.

   

3. Type the secret in the Secret box. Only one secret is allowed for all of your devices.
4. In the Additional Properties section, click Add (+).
5. Type the IP address in the IP Address box.
6. Repeat Steps 4 through 5 as needed.
7. Click Save.

Note: Device information like the serial number and IP address can be found by selecting the question mark (?) icon at the device.

Import devices

You can import devices in bulk from a .csv file. The .csv file must contain the following information in the order specified. Do not include a header row.

• Serial Number

• Device Name

• Tag - this column must be included, but values are not required.

• Authentication Mode - enter either Generic, User (device authentication), or Form (login authentication). See Devices for more information about authentication modes.

• Enable Automatic Identity Mapping- enter TRUE or FALSE in this column only when using user authentication mode. Otherwise, leave it blank.

• Username - enter a username in this column only when using a generic authentication mode. Otherwise, leave it blank.

  Caution: A user must have already logged into Intelligent Capture successfully before configuring the device.

An example of a .csv import file:

1. Click Device..., then select Import with CSV from the drop-down menu.

   

2. Click Choose File to locate the CSV file you want to upload or move the file to the upload area using a drag-and-drop operation.

3. Click Import.

Update devices with CSV 

You can make bulk changes to device names, tags, and authentication modes for existing devices using a .csv file. A device will be updated when the serial number matches a serial number in the file.

1. Click Device..., then select Update with CSV from the drop-down menu.

   

2. Click Choose File to locate the CSV file you want to upload or move the file to the upload area using a drag-and-drop operation.

3. Click Import.

Delete devices with CSV

1. Click Device..., then select Delete with CSV from the drop-down menu. A match is made based on the serial number. A device will be deleted when the serial number matches a serial number in the file.

   

2. Click Choose File to locate the CSV file you want to upload or move the file to the upload area using a drag-and-drop operation.

3. Click Import.

Add/Edit Locations

This option is specific to the Xerox device integration.

Download Upland Device Management Service

This option is specific to the Xerox device integration.

Duplicate a device

You may have a device that is already configured very similarly to a new device you want to create. Instead of configuring a new device from scratch, you can save time by duplicating the existing device and making modifications to the device properties.

1. Right-click anywhere in the device row or click the three dots next to the device you want to duplicate, then select Duplicate from the drop-down menu.

   

2. Update the Name and Serial Number for the new device.
3. Update the Authentication Mode if necessary and make any modifications to the additional properties, then click Save.

View or edit device properties

In Device Properties, you can rename the device, update the serial number, change the authentication mode, and modify additional properties.

1. Perform one of the following: 

   • Right-click anywhere in the device row or click the three dots next to the device you want to view properties for, then select Properties from the drop-down menu.

   • Or, click the name of the device you want to view properties for.

   

2. Modify data field properties as needed, then click Save.

Delete a device

1. Perform one of the following: 

   • Right-click anywhere in the device row or click the three dots next to the device you want to delete, then select Delete from the drop-down menu.

   • Or, select the check box next to one or multiple devices, then click Delete.

   

2. Click Delete to confirm the deletion.