Web-Based Authentication

3 minute read Last updated on July 29, 2021

With Dispatcher Phoenix version 6.4, users can now use the new Dispatcher Phoenix Web Accounts module to set up and manage their accounts when connecting to:

Note: For more information about configuring a connector on the Dispatcher Phoenix Web Accounts Module, click on one of the links above.

Why should I update Dispatcher Phoenix to version 6.4?

By updating Dispatcher Phoenix to version 6.4, a user will be able to access the Dispatcher Phoenix Web Accounts module to easily add and manage multiple accounts for multiple connectors, all in one place. These connectors include: Box, Dropbox, Google Drive, OneDrive, OneDrive for Business, and SharePoint Online. The user will also have the option to toggle between accounts at the MFP panel or use single sign-on.

I have updated Dispatcher Phoenix to version 6.4. Why did some of my workflows stop working?

Once a user updates Dispatcher Phoenix to version 6.4, the existing workflows using any of the connectors listed above will stop working; however, it will only take a few minutes to follow the simple steps to modify these workflows. Downtime should be minimal, but we do generally recommend installing updates during non-business hours.

How can I modify my workflows that have stopped working?

Please follow the instructions below.

Setting Up Workflows

  1. Log into Dispatcher Phoenix Web.
  2. Select the Accounts tool from the Home page
  3. Select the + button; then select the application that you would like to set up (e.g., Dropbox).
  4. Log into your account with your username and password.

The account will be added and the user will be able to log into Dispatcher Phoenix at the MFP and be automatically logged into their account – a true single sign on experience!

Modifying Existing Workflows

This new authentication method will affect existing workflows that route to Box, OneDrive, OneDrive for Business, Google Drive, Dropbox, and SharePoint Online. The following steps should be taken to modify existing workflows:

For Non-Index Form Workflows (workflows that do not include scanning from MFP):

  1. Set up your account via Dispatcher Phoenix Web’s Accounts tool. (See instructions above).
  2. In the Dispatcher Phoenix client application, open the workflow in the Workflow Builder Tool.
  3. Open the connector node. You will be automatically connected to the account. You can also select another account to access from the Account drop-down list.
  4. Save the node and the workflow.

For MFP Panel Node / Index Form Workflows (workflows that include scanning from MFP):

  1. Set up your account via Dispatcher Phoenix Web’s Accounts tool. (See instructions above).
  2. In the Dispatcher Phoenix client application, open the workflow in the Workflow Builder Tool.
  3. Open the MFP Panel node.
  4. Delete the existing Index Form for the connector that is associated with the MFP Panel Node.
  5. Create a new blank Index Form.
  6. Drag-drop the Connector button (e.g., Dropbox) that is listed under “Workflow index fields” to the main Index Form Builder’s area. The correct index fields for the connector will be automatically created.
  7. Save the Index Form.
  8. Save the MFP Panel Node.
  9. Run the workflow.

Note: Any customizations made to the old Index Form would need to be recreated as well, if necessary.