There is a possibility of scanning with the YSoft SafeQ Terminal Pro 4 when the MFD supports a scan to a file repository.

Scanning with Terminal Pro 4 requires an MFD capable of FTP or SMB scan file delivery. Each MFD requires its own folder, which serves as a staging area for the scan files from MFD. Once Dispatcher Paragon processes the files and sucessfully deliveres them to their destination (email, SharePoint, etc.), the folder's content is purged.

Terms

  • FTP - File Transfer Protocol - network protocl used for transfer of files between client and server on a computer network
  • SMB - Server Message Block - network protocol providing shared access to files, printers and serial ports (sometimes called also CIFS)
    • Only Windows SMB is supported
  • MFD - Multifunction Device - officemachine which incorporates the functionality of multiple devices in one e.g. E-Mail, Fax, Photocopier, Printer, Scanner
  • WPS - Workflow Processing System - Dispatcher Paragon component responsible for scan processing

Scan process

  • A user logs in into the Terminal Pro 4, navigates to the scan module and selects a Scan workflow.
  • On the UI of the MFD user navigates to a pre-configured native scan feature and performs a scan.
  • The MFD stores scan files in the Scan destination.
  • Dispatcher Paragon fetches scan files from the Scan folder and starts actions in accordance with the Scan workflow.
  • User formally finishes the physical scanning on the Terminal Pro 4 by touching Finish scanning button.

Scan workflows and YSoft SafeQ Terminal Pro 4

The Scan workflows defined in the Dispatcher Paragon management interface are common definitions for all types of Dispatcher Paragon terminals. Consider, that HW related settings, like dpi, color or page format are not supported with the YSoft SafeQ Terminal Pro 4. The administrator presets these HW settings while configuring the native scanning feature of the MFD. In some cases, the user can change it personally just before the scanning, if allowed. Reconciliation of the Scan workflows and MFD's native scanning settings is up to a handy administrator.

Recommended default settings of the native scanning features are: 300dpi, color (if requested) and JPG as the output format. Nonetheless, the full list of supported formats is: JPG, PDF, TIFF, multipage TIFF, compact PDF.

Do not use any native OCR scan function when the Dispatcher Paragon OCR is switched on in the Dispatcher Paragon scan workflow.

Configuration

We assume that the Terminal Pro 4 is already assigned to an MFD and basic functions like copy and print are fully configured and working. Provide next steps to configure scanning.

Two different configurations are allowed - Scan using FTP and Scan using SMB. In accordance with the MFD's possibilities, choose one of them.

Scan using FTP

In the Dispatcher Paragon management interface edit appropriate device in the menu Devices/Printers.

  • Choose the Advanced option.
  • In the section General and item Terminal Type, check that YSoft SafeQ Terminal Pro 4 is selected.
  • In the section Terminal, check the Scan feature checkbox and in the Scan delivery protocol item select the FTP.
  • Write down the Scan destination folder visible just below the Scan delivery protocol.
  • Save changes.

Collect FTP credentials necessary for MFD native scan feature settings. In case you already know the FTP credentials from previous activities, you can use it.

If the installation of Dispatcher Paragon server is new or you missed the information, you can set up new ones in the the Dispatcher Paragon management interface. Simply head to System > Configuration > Advanced view and search for FTP. An ftp/WebDAV username is property named scanServerUsername and n ftp/WebDAV password is property named scanServerUserPassword. After changing these properties the restart of Terminal server service will be necessary.

Configure MFD native scan feature for scanning and storing scan files in the Scan destination folder.

Scan using SMB

  • Create a special folder in a file system for the Scan destination usage. For example, it can be D:\Scans\MFD_03.
  • Create a special service account with full access (Read, Write, Manage,..) to this folder and also can run services (more info in note in the end of this chapter)
  • Setup sharing of the Scan destination for MFD settings purposes and grant the service account to access the share.

In the Dispatcher Paragon management interface edit appropriate device in the menu Devices/Printers.

  • Choose the Advanced option.
  • In the section General and item Terminal Type, check that YSoft SafeQ Terminal Pro 4 is selected.
  • In the section Terminal, check the Scan feature checkbox and Scan delivery protocol choose Samba.

  • In the Scan destination folder item write the full path to the Scan destination.  In our example: D:\Scans\MFD_03

    In case of Site Server cluster scenario use the shared path of Scan destination instead of local path. Make sure that accounts used for running Terminal Server services in cluster can read and delete files in the shared folder.

  • Save changes.

Configure MFD native scan feature for scanning and storing scan files in the Scan destination folder.

The WPS service runs under the regular system account when workflowStorageType is set to Local. In case, when workflowStorageType is set to Remote, use workflowRemoteStorageUsername and workflowRemoteStoragePassword as account having appropriate permissions for folder set in workflowStorageRoot.

The scan session (when using SMB scan) has a default 180 minutes timeout period. If the scan session is in progress and the user does not press Finish button within the 30 minutes time frame the session will be closed (provided that no files were delivered into the SMB folder, which is an action that resets the timeout). In case of doing really huge scan jobs this timeout default value can be changed in Terminal server config. You need to add this line:

<add key="terminalProfessionalGlobalTimeoutInMinutes" value="180" />

to the "TerminalServer.exe.config" file and increase the value to your desired timeout.

Limitations:

  • The user inputs (e.g. filename, reference number, email of a recipient, ...) are not supported on the Terminal Pro 4 at the time. Such workflows are filtered out and not displayed on the Terminal Pro 4 at all.
  • FTP file transfer is unencrypted.
  • Scan settings like file type, color, resolution, simplex/duplex, etc. are not controlled by the Terminal Pro 4. The MFD's native scan feature needs to be configured.