DMConnect / DMConnect PRO ... • Windows Server 2019 • Windows Server 2016 • Windows...

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Transcript of DMConnect / DMConnect PRO ... • Windows Server 2019 • Windows Server 2016 • Windows...

  • Copyright © 2019 KYOCERA Document Solutions America, Inc. All rights reserved. 1

    KYOCERA DMConnect PRO

    DMConnect /

    DMConnect PRO Version 3.0

    July 2019

    KYOCERA Document Solutions America, Inc.

    Software Solutions Group

    © 2019 KYOCERA Document Solutions America, Inc.

  • 2 Copyright © 2019 KYOCERA Document Solutions America, Inc. All rights reserved.

    DMConnect ......................................................................................................................... 5

    Software........................................................................................................................ 5

    This Guide .................................................................................................................... 5

    What’s New in DMConnect and DMConnect Pro 3.0..................................................... 5

    System Design .............................................................................................................. 6

    Components ....................................................................................................... 6

    Network Architecture ........................................................................................... 6

    Active Workflow .................................................................................................. 7

    System Requirements ................................................................................................... 7

    Supported Client Operating Systems .................................................................. 7

    Supported Web Browsers (DMConnect Document Portal) .................................. 8

    Minimum Hardware Requirements ...................................................................... 8

    Other Software Pre-requisites ............................................................................. 8

    Supported MFP Models ...................................................................................... 8

    Licensing ............................................................................................................................. 9

    MFP License ................................................................................................................. 9

    On-line License Activation ................................................................................... 9

    Trial Periods .................................................................................................................11

    MFP License Trial ..............................................................................................11

    DMConnect Server Trial .....................................................................................11

    Page Packs ..................................................................................................................12

    User Licenses ..............................................................................................................13

    Installation ..........................................................................................................................14

    Files Required ..............................................................................................................14

    MFP Installation ...........................................................................................................14

    Installation on HyPAS-Capable MFPs (requires SD card) ..................................14

    Installation on HyPAS-Enabled MFPs ................................................................15

    DMConnect Server Installation .....................................................................................15

    Basic OCR Add-On Installation ....................................................................................15

    OmniPage OCR Add-On Installation ............................................................................16

    Uninstalling DMConnect ...............................................................................................16

    Upgrading from DMConnect 2.0 or earlier ....................................................................16

    DMConnect Administration Utility .......................................................................................17

    System Settings ...........................................................................................................17

    Server Configuration ..........................................................................................17

    Server Certificate ...............................................................................................17

    LDAP .................................................................................................................18

    SMTP .................................................................................................................19

    Notifications .......................................................................................................20

  • Copyright © 2019 KYOCERA Document Solutions America, Inc. All rights reserved. 3

    File Shares.........................................................................................................21

    Licensing ......................................................................................................................22

    Users .................................................................................................................22

    Page Packs ........................................................................................................24

    History ...............................................................................................................25

    Trial Licensing ....................................................................................................26

    Groups .........................................................................................................................27

    Create a Group / Add Users to the Group ..........................................................27

    Permissions .................................................................................................................28

    Integrations ..................................................................................................................29

    DMConnect Outlook Integration .........................................................................29

    DMConnect Desktop Client ................................................................................30

    DMConnect Workflow Studio .............................................................................................31

    Component List Pane...................................................................................................32

    Workflow Canvas .........................................................................................................32

    Component Configuration Pane ...................................................................................33

    Component Configuration Pane Automatic Scrolling ..........................................34

    DMConnect Document Management Web Portal ...............................................................35

    User Registration .........................................................................................................35

    Documents Tab ............................................................................................................38

    Tasks Tab ....................................................................................................................40

    Capture Tab .................................................................................................................42

    Component Descriptions ....................................................................................................44

    The Capture Component ..............................................................................................44

    MFP ...................................................................................................................45

    Interactive ..........................................................................................................45

    Automatic ...........................................................................................................46

    User Interface Components .........................................................................................49

    AD (Active Directory) Authentication Component ...............................................49

    Index Data Entry Component .............................................................................49

    Folder Browse Component ................................................................................55

    Execute Scan Component .................................................................................56

    Destination Components ..............................................................................................58

    Print Document Component ...............................................................................58

    Folder Destination Component ...................................................