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Workflow Scanning ColorQube™ 9201/9202/9203
10-6 System Administrator Guide
Interface] to have the file server determine user access. Select [System] to have the system directly log
in to the file server.
16. Supply a [Login Name] and [Password] if the system will be directly accessing the file server.
17. Click on the [Save] button to accept the changes.
18. To configure General Settings, select [General] in the directory tree.
19. To print a Confirmation Sheet after every scan job select [On] from the drop down menu.
20. New distribution templates created for the device can be set to automatically update by entering a time
in the [Refresh Start Time] area.
21. Login Source settings control user access to a pool of templates stored on a remote server.
Communications to the server, including entry of the required device Login Name and Password, are set
up by selecting [Advanced], then [Template Pool Setup], in the Internet Services directory tree. Select
[Authenticated User] to have the Authentication Server control remote template pool access. Select
[Prompt at User Interface] to have a stand alone server prompt device users for access. This works well
for small offices, without an Authentication server. Select [Prompt if Authenticated User Does Not
Match Template Owner] to prompt authenticated users accessing templates containing either no or
other users' owner names.
22. Check the [User Name] and [Domain] boxes if you want these to appear on the Job Log. The Job Log
works with the Document Management Fields feature and is filed with the scan job.
23. Click on the [Save] button to accept changes made.
At the Device
1. Touch the [All Services] button.
2. Touch [Workflow Scanning] on the touch screen.
3. Touch the [Workflow Scanning] tab.
4. Select [All Templates] from the [All Templates] drop down menu.
5. Select the [Default Template] and place a document in the document handler.
6. View template details on the monitor.
7. Press the [Start] button to scan the document.
8. Check the scan repository on your server to verify the image was filed.
The Next Step is to proceed to the General Settings, see Optional Step: Configure General Settings on
page 10-10.
Server Message Block (SMB)
Information Checklist
Before starting the installation procedure, please ensure the following items are available or have been
performed.
• Create a shared folder to be used as a scan filing location (repository) for scanned documents.
Note the Share Name of the folder and the Computer Name or Server Name.
• Create a user account and password for the device with full access rights to the scan directory.
Note the user account and password.
• Test the settings by attempting to connect to the shared folder from another PC by logging in with the
user account and password. Create a new folder within the directory and then delete the folder. If you
cannot perform this function check the user account access rights.