Installation Guide for DocuScan and File UploaderUploaderInstallGuide.pdf1. Download Zip File. There...

www.docupace.com 1

Installation Guide for DocuScan

and File Uploader

http://www.docupace.com/

www.docupace.com 11/15 2

Table of Contents

Introduction ..................................................................................................................... 3

Pre-Installation Requirements ..................................................................................... 3

Installing the Docupace Uploader Certificate ............................................................... 3

DocuScan Installation Steps ........................................................................................... 5

Scan (Destination) Folder Setup .................................................................................. 9

Deploying the File Uploader .......................................................................................... 10

Mac (OSX) Instructions .............................................................................................. 14

Testing the File Uploader ........................................................................................... 17

Saving the File Uploader to Your Desktop ................................................................. 18

Single Sign On (SSO) ................................................................................................ 18

Installing the Docupace File Uploader ........................................................................... 21

Manual and Automatic File Uploading ....................................................................... 24

Exercise: Testing the File Uploader ........................................................................... 31

Direct File Uploader ................................................................................................... 32



INTRODUCTION This guide is intended to help you set up your scanner both for scanning and then

uploading your scanned documents into Docupace. This will cover installing and

configuring DocuScan (Scan software) and the File Uploader. This should take you no

more than 15 minutes to have your scan/upload configuration complete.

PRE-INSTALLATION REQUIREMENTS Please make sure to have the following ready before attempting to install this software

on your pc/workstation:

Scanner drivers installed and configured on the pc/workstation where DocuScan

will be installed

Internet Access

Windows XP or newer (note DocuScan is not compatible with Mac products

though Mac users can still utilize Docupace)

Java (most computers have java automatically installed)

Docupace Security certificate

MS Internet Explorer web browser

INSTALLING THE DOCUPACE UPLOADER CERTIFICATE With the newer versions of Java (Oracle) 7.40 and up, Docupace users are now

required to deploy a safety certificate in order to utilize the file uploader. Please follow

the instructions below to install the certificate.

Download zip file from: https://www.paperout.com/webstart/trustDocupace.zip

Windows 7:

1. Download Zip File. There should be 3 files in the zip including this step by step

guide.

2. Double click file named windowsinstall.bat. This will create a new folder and add

the 3rd file directly into the new folder.

3. To verify the certificate was deployed correctly, go to c:\

Windows\Sun\Java\Deployment and you should see the file

deploymentruleset.jar (3rd file) in the folder.

4. Note: If you are not the administrator of your PC, you may need to copy/paste the

3rd file (.jar file) into the above referenced folder.

Windows 8:

1. Download Zip File. There should be 3 files in the zip including this step by step

guide.

2. Double click windowsinstall.bat. This will create the new file location.


https://www.paperout.com/webstart/trustDocupace.zip


3. From within the downloaded zip folder, right click over the deploymentruleset.jar

file. Select Copy.

4. Go to c:\Windows\Sun\Java\Deployment folder and right click and select Paste.

Mac OSX/Unix:

1. Download Zip file.

2. Manually create the folder location: /Library/Application

Support/Oracle/Java/Deployment/

3. Drop the .jar file in this folder by right clicking the folder and selecting Paste.

To Verify the Security Certificate was Accepted:

1. Go to Java by searching within your Control Panel.

2. Select the Security tab.

3. Select View the active Deployment Rule Set.

4. Within the next frame it should look like this:



DOCUSCAN INSTALLATION STEPS 1. From within your Docupace system, go to Administration > File Uploader.

2. Select DocuScan Installer (newest version will be available).

3. The application (docuscaninstaller.jnlp) will automatically download to your

downloads folder. Double-click to open the DocuScan install package.

4. Once it has downloaded completely, the Welcome to DocuScan Vx.x Setup

Wizard screen will appear. Click Next to complete the installation.

5. The next screen displays the default location where Docuscan will be installed.

This is standard on most systems, if you need to select a different location,

please type the new location or browse to a folder and select the appropriate

location, click Next.



6. The Ready to Install window will appear, click on Install.

7. The Completed DocuScan installation window will appear. Leave the check mark

on “Run DocuScan Utility” and then click Finish.



8. DocuScan will run for the first time, as shown below.

9. To validate your scanner is indeed configured with DocuScan, select from the

toolbar Tools > Options.

10. If your scanner is listed in the Default Scanner, you are ready. If not, select the

correct one. If the scanner is not showing up, it is possible that the driver was

not installed/configured. Please make sure the driver is installed.

Note:

Please reference the DocuScan User Guide for more advanced usage.



Note:

To check whether the driver is installed, go to Computer > Manage > Device Manager. Click Printers and verify that your scanner appears beneath, as shown below. If your printer/scanner does not appear as shown, check the connection (wired or wireless) between the computer and the printer/scanner.



SCAN (DESTINATION) FOLDER SETUP If only a single user is attached to this scanner, your scan destination folder has already

been setup as it was created when you installed DocuScan and no more setup is

required.

If multiple users will use the scanner attached to the PC (i.e., a shared scan station),

some additional configuration is necessary. Please follow these instructions:

1. Create subfolders under the c:\scanning\export folder – one for each user. The

subfolder name should be created using the Docupace userid for each user.

2. Start DocuScan and select Tools > Options.

3. Select the Ask User ID check box. Exit the Options page.

4. Now, the each time a user logs into DocuScan, they will see a new box that will

prompt them to type in their userid (the subfolder name which equals their

userid).



Note:

The userid field will type your username in uppercase. The actual validation is not case sensitive. As long as the data inputted is the same, it will launch. Failure to type in the correct information will result in error message.

5. Once selected, the user will enter the main DocuScan scanning screen.

6. As long as the user logs in before scanning, their documents will be uploaded

correctly according their userid.

Notes:

If the subfolder name is not added (or is typed incorrectly), that user will NOT gain access to DocuScan.

Each user must exit out of DocuScan after each use to make sure that scanned images are being delivered to the correct subfolder.

DEPLOYING THE FILE UPLOADER After you have set up your scanner and configured the scan users, the next and final

step is to install the File Uploader. The File Uploader is the mechanism that moves the

images from your computer into Docupace.

Typically, you’ll want to install the File Uploader on any computer that will be used to

upload imaged documents to Docupace, including:

Your office computer

An assistant’s system

A computer in a remote location, for example a computer at your house

As a user of Docupace, can you can enable uploader at as many locations as you wish.

Please note, the web browser MS Internet Explorer is required to use the File Uploader.

1. To setup the Docupace File uploader on the clients’ desktop, launch MS Internet

Explorer, go to Administration > Utilities and select the File Uploader Client.



2. The application will automatically start.

3. Once the application has been installed, the user login window appears.

4. Enter your Docupace Userid and Password and select Set.

5. When logging into the File Uploader for the first time, the Properties page

displays automatically as shown below.

For any future adjustments, after logging in select Run > Properties.



6. To complete the setup, we’ll review each field on the properties page:

The first four fields (Protocol, Host, Port, and Base URL) are grayed-out

and inaccessible to you. They provide the connection information to the

server and they are set automatically.

Source Directory: Required. This is the location where the scanned

images/files are saved on the local system. This was covered in the ‘Scan

Folders Setup’ section above. Browse and locate your C:/Scanning/Export

folder.

Quarantine Folder: Required. When the server finds a virus, the

Docupace File Uploader moves the rejected file to the Quarantine Folder.

You must cure (disinfect) the files manually, then try to resend them. The

Quarantine folder will be automatically created as part of the DocuScan

install. Browse and select your C:/Scanning/Quarantine folder.

Polling interval (sec): This field displays the number of seconds between

system checks for images to upload. The system will “ping” the Source

Directory folder every 10 seconds (default) to see if an image/file has been

transferred.

Auto-start on load: Check this option to automatically enable the

uploader when you log in to the application. If there are files in the

scanning folder, the program automatically begins to send the files, one at

a time, without you having to click Send.

Alternatively, if this option is not checked, any files that are in the source

directory will remain there until you manually click Send.

Subdirectories as Userid: This option is only available in a multi-user

configuration. In many cases, multiple users will scan to the local source

directory. In order for them to be categorized into each user’s correct

Docupace folder set, images must be sent to individual folders. These are

created as subfolders/subdirectories in the export folder. For example:

C:\scanning\export\docupace. The username in this example is Docupace.

When enabling this feature, the File Uploader will search for images not

only at the final folder level but will search for subfolders and make sure

images are routed to the appropriate user by their Userid subfolder.

Excluded Subdirectories: List here the folders, subfolders, and

subdirectories you do not want to be uploaded. This can be left blank.

Excluded File Extensions: List here the file formats you do not want to

be uploaded. Identify them by their file extension ids (i.e., .doc, .xls, .pdf,

etc.). This can be left blank.

Log Level: Defines details of the log messages. Use this for

troubleshooting. Set it to “Info” if everything is OK.

7. Once completed, select the Set button. The Start screen will display as shown

below and the uploader is ready to use!



8. To run a test, drag and drop an image into your source folder. You should see

the image show up in the uploader screen.



MAC (OSX) INSTRUCTIONS Because Docuscan is not Mac compatible, users have to manually create the following

drives for the Uploader.

/Users/[name]/Scanning/Export

/Users/[name]/Scanning/Import

/Users/[name]/Scanning/Quarantine

/Users/[name]/Scanning/Backup

1. To setup the Docupace File uploader on the clients’ desktop, go to Administration

> Utilities and select the File Uploader Client. The application will automatically

start.

2. Open the file uploader-client.jnlp from Downloads. On the warning message that

displays, click the Open button.



3. Click the Allow button on the next warning message that displays.

4. Enter your Docupace user ID and password. Click the OK button.



For any future adjustments, after logging in select Run > Properties.

6. To complete the setup, we’ll review each field on the properties page:



The first four fields (Protocol, Host, Port, and Base URL) are grayed-out

and inaccessible to you. They provide the connection information to the

server and they are set automatically.

Source Directory: Required. This is the location where the scanned

images/files are saved on the local system. This was covered in the ‘Scan

Folders Setup’ section above. Browse and locate your C:/Scanning/Export

folder.

Quarantine Folder: Required. When the server finds a virus, the

Docupace File Uploader moves the rejected file to the Quarantine Folder.

You must cure (disinfect) the files manually, then try to resend them. The

Quarantine folder will be automatically created as part of the DocuScan

install. Browse and select your C:/Scanning/Quarantine folder.

Polling interval (sec): This field displays the number of seconds between

system checks for images to upload. The system will “ping” the Source

Directory folder every 10 seconds (default) to see if an image/file has been

transferred.

Auto-start on load: Check this option to automatically enable the

uploader when you log in to the application. If there are files in the

scanning folder, the program automatically begins to send the files, one at

a time, without you having to click Send.

Alternatively, if this option is not checked, any files that are in the source

directory will remain there until you manually click Send.

Subdirectories as Userid: This option is only available in a multi-user

configuration. In many cases, multiple users will scan to the local source

directory. In order for them to be categorized into each user’s correct

Docupace folder set, images must be sent to individual folders. These are

created as subfolders/subdirectories in the export folder. For example:

C:\scanning\export\docupace. The username in this example is Docupace.

When enabling this feature, the File Uploader will search for images not

only at the final folder level but will search for subfolders and make sure

images are routed to the appropriate user by their Userid subfolder.

Excluded Subdirectories: List here the folders, subfolders, and

subdirectories you do not want to be uploaded. This can be left blank.

Excluded File Extensions: List here the file formats you do not want to

be uploaded. Identify them by their file extension ids (i.e., .doc, .xls, .pdf,

etc.). This can be left blank.

Log Level: Defines details of the log messages. Use this for

troubleshooting. Set it to “Info” if everything is OK.

7. Once completed, select the Set button. The Start screen will display and the

uploader is ready to use!

8. To run a test, copy and paste an image into your source folder

(/Users/[name]/Scanning/Export). You should see the image show up in the

uploader screen.



TESTING THE FILE UPLOADER To test the manual Docupace File Uploader:

1. Make sure the Uploader is stopped (i.e., the Stop Button should be ‘gray’).

2. Scan a document into the system.

3. Open up the file directory where scanned images are stored and verify that a

scanned image is located in the folder; do not close the folder.

4. Go back to the Docupace File Uploader Screen, then click the Send button.

5. Verify that the message on the Docupace File Uploader shows that a document

is ‘Sending’ and then ‘Sent.’

6. Go back to the scan folder on the local computer and verify that the document no

longer displays.

If the documents are not there, the File Uploader is configured and ready for use.

Note:

Prior to using the Docupace File Uploader, delete all images or records inside the defined folder(s) that you do not want uploaded into Docupace. If you plan on scanning other documents into your local system that you do not want to reside in Docupace, set up an entirely different folder.



SAVING THE FILE UPLOADER TO YOUR DESKTOP You are not required to log into the Docuapce application to launch the uploader, rather

you can enable that directly via a shortcut on the desktop. Users must utilize Internet

Explorer as their browser when configuring this shortcut. To do that:

1. Open Internet Explorer

2. Log into the system and select Administration > Utilities

3. Right Click on File Uploader Client

4. From the results, select Save Link As

5. File Explorer page appears, locate the Desktop folder and Type in Docupace

Uploader in the file name location

6. You will now have a new desktop icon

7. Simply turn that on anytime you wish to upload documents.

SINGLE SIGN ON (SSO) Single Sign On allows you to launch the Uploader without entering your credentials multiple times. However, if your browser times-out, your Uploader session will time out too. Please note:

Java 8+ users must add the entire URL to the Exception Site List (i.e., www1 or www2.paperout.com/) under the Security tab in Java prior to using the SSO feature.

Users CANNOT save the File Uploader Client with SSO to the desktop as a shortcut. Single-Sign-On will only work with an active Docupace session.

1. To launch the Docupace File Uploader with single-sign-on, go to Administration

> Utilities and select the File Uploader Client with SSO.

2. The Java splash page will briefly display on top of the browser window.



3. A Java warning may appear; click Run.

4. If the Uploader Properties panel automatically displays, you may have to set your

source directory and quarantine directory paths. Click the Browse button to find

the appropriate upload and quarantine folders. Click the Set button.

5. The File Uploader will display with your name at the top, as shown below.



INSTALLING THE DOCUPACE FILE UPLOADER The File Uploader is the mechanism that moves the images from your computer into

Docupace. Typically, you’ll want to install the File Uploader on any computer that will

be used to upload imaged documents to Docupace, including:

Your office computer

An assistant’s system

A computer in a remote location, for example a computer at your house

As a user of Docupace, you can enable uploader at as many locations as you wish.

Please note, the File Uploader utility requires Internet Explorer as the browser when

setting up these shortcuts for the File Uploader.

1. To setup the Docupace File Uploader on the client’s desktop, go to

Administration > Utilities and select the File Uploader Client as shown below.

Note: If File Uploader does not appear and you see ‘Need to Install Java Plug-in’

please follow the instructions in the Troubleshooting section at the end of this guide.

2. The application will automatically start. Once the application has been installed,

the user login window appears.



3. Type in your Docupace Userid and Password and select Set.



5. For any future adjustments, after logging in select Run > Properties



6. To complete the setup, you will be using the folders you created earlier by

updating the following fields:

Source Directory: Required. This is the location where the scanned images/files

are saved on the local system. Browse and select your C:/Scanning/Export

folder.

Quarantine Folder: Required. When the server finds a virus, the Docupace File

Uploader moves the rejected file to the Quarantine Folder. You must cure

(disinfect) the files manually, then try to resend them. Browse and select your

C:/Scanning/Quarantine folder.

7. Once completed, select the Set button. The Start screen displays as shown

below. The uploader is ready to use!

8. To run a test, copy-and-paste an image into your source folder. You should see

the image show up in the uploader screen.

Notes: Prior to using the Docupace File Uploader, delete all images or records

inside the defined folder(s) that you do not want uploaded into Docupace.

Once the uploader is engaged (discussed in next section), ALL CONTENT

will be extracted and pulled into Docupace. If you plan on scanning other

documents into your local system that you do not want to reside in

Docupace, set up an entirely different folder.



MANUAL AND AUTOMATIC FILE UPLOADING There are two ways to utilize the File Uploader:

Manual Start/Stop: When this method is used, you will be required to activate

the Uploader each time you access the Docupace system to upload images.

Uploader As A Service: This is an automated service that engages the

Uploader AUTOMATICALLY when a system is turned on. You must run the File

Uploader Client before you can setup the File Uploader As A Service.

Manual Uploading Procedures

To manually upload files:

Once you’ve logged in to the File Uploader, click the Mail (send) icon to start the utility

(if you didn’t configure it for auto start on load).

Send: Click to transfer files to Docupace.

Stop: Click to stop the Uploader from searching the Source

Directory. Any documents that are scanned into the Source

Directory will remain there until the File Uploader is started

again.

Once started, all documents that are either scanned or uploaded to the defined Source

directory will automatically be transferred out of the Source directory and into

Docupace. You will see two messages per file as shown below:

Date and Time: Sending – This message means that the File Uploader is

engaged and beginning to transmit the image.

Date and Time: Sent – This message means that the complete image has been

captured within Docupace and that the image has been sent and extracted from

the local computer.



If you get any other messages, the system is not responding correctly and your images

are not being uploaded to Docupace.

Once you scan your first document, go back to the Start screen. If the document has

been successfully uploaded from the directory to Docupace, you will see information on

the screen.

Notes: If documents are still listed in the scan folder on your local computer,

try again. If this persists, contact your resource center.

To verify the presence of scanned images, go to your c:/scanning

folder. Each scanner application has a separate naming convention

for files it scans, so read your scanner instructions for information

about the file names it creates.

Automatic (as a Service) Uploading Procedures

If you would prefer to have the Docupace Uploader engage automatically each time you

start your computer, this means that you will not be required to engage the Manual

Uploader.

Prerequisites:

Windows XP, 7 or 8, 2003 and 2008

You must be logged in to the computer as the local Administrator to ensure the

Uploader runs automatically. Also, the file uploader client must be configured (as

described above) using MS Internet Explorer.



You must use a dedicated Windows account with a static password. Do NOT use

default accounts, e.g., User, Guest. The account must be a member of the local

Administrators group. If uploader is searching for Network Folders, the user must

be an Active Directory (AD) user with full network rights on the subfolder, and

can NOT use the default local or Administrator user.

You must ONLY install the 32-bit version of the latest Java 7.

To run the File Uploader as a service:

1. Access the File Uploader by first logging into your Docupace site, then:

Click the Administration icon.

Click the File Uploader Service Installer link within the Utilities box.

2. A Java splash screen will display, as shown below.

3. Once the application uploaderlauncherinstall.exe has been saved locally,

double click on the file to run.

The Installation Folder setup displays as shown below.

4. Select Next and you will be directed to the username/password screen.



5. Select the username/password combination that will be used to log into the

computer to perform Docupace functions.

6. Enter the user’s password and click the Next button to continue the process.

7. Click the Close button when the installation is complete, as shown below.

8. Restart the computer. Once you restart, the service will now be configured to

start when the computer starts and will stay on as long as the computer is.

Notes: Once you’ve installed the Uploader As A Service, and it’s running, you

must stop the service manually if you wish to revert back to the

manual method of using the File Uploader Client configuration.



Verify the Service is Running

In order to verify that the service is running correctly, you will need to retrieve the

information in the ‘Services’ link within the system.

The simplest way is:

1. From your Start button, type in Services in the search box.

2. Select the Services program. Scroll down the list of services until you find

Docupace Uploader Service.

3. With the Docupace Upoader set up to run automatically, as a service, it will show

Status: Started and Startup: Automatic. This will show that the uploader is on

and will automatically start when the computer/server is started (should it be

restarted). If the Docupace Uploader is set up to run manually, it will show

Startup: Manual.



Single Sign On (SSO)

Single Sign On allows you to launch the Uploader without entering your credentials multiple times. However, if your browser times-out, your Uploader session will time out too. Please note:

Java 8+ users must add the entire URL to the Exception Site List (i.e., www1 or www2.paperout.com/) under the Security tab in Java prior to using the SSO feature.

Users CANNOT save the File Uploader Client with SSO to the desktop as a shortcut. Single-Sign-On will only work with an active Docupace session.

1. To launch the Docupace File Uploader with single-sign-on, go to Administration

> Utilities and select the File Uploader Client with SSO.

2. The Java splash page will briefly display on top of the browser window.

3. A Java warning may appear; click Run.



4. If the Uploader Properties panel automatically displays, you may have to set your

source directory and quarantine directory paths. Click the Browse button to find

the appropriate upload and quarantine folders. Click the Set button.

5. The File Uploader will display with your name at the top, as shown below.



EXERCISE: TESTING THE FILE UPLOADER Now it's your turn! You can practice testing the File Uploader using the instructions

provided below.

To test the Manual Docupace File Uploader:

1. Make sure the Uploader is stopped (i.e., the Stop Button should be ‘gray’).

2. Scan a document into the system.

3. Open up the file directory where scanned images are stored and verify that a

scanned image is located in the folder; do not close the folder.

4. Go back to the Docupace File Uploader Screen, then click the Send button.

5. Verify that the message on the Docupace File Uploader shows that a document

is ‘Sending’ and then ‘Sent.’

6. Go back to the scan folder on the local computer and verify that the document no

longer displays.

If the documents are not there, the File Uploader is configured and ready for use.

Review the appropriate pages of this guide for further information as needed.



DIRECT FILE UPLOADER From the My Desktop page/tab in your Docupace application, you can click the Upload

Document button to launch the Direct File Uploader. Whether you login to Docupace

directly or via a CRM, you will have to access the Docupace application to utilize this file

upload feature.

1. Click the Upload Document button to launch the Direct File Uploader window,

as shown below.



2. You can add files two ways.

a. The first way to add files is to drag-and-drop files into the Direct File

Uploader.

b. The second way to add files is to browse for files with the Add Files

button. Click the Add Files button, select your files, and either double-

click each file or click the Open button to send selected files to the Direct

File Uploader.



3. Two additional buttons become available for each corresponding file selected for

upload. The Cancel Upload button allows for removal of specific files. The Start

Upload button is also available for initiating upload of individual files; this button

is not frequently utilized, however.

4. Click the Start Upload button to upload all files. Conversely, click the Cancel

Upload button to remove all files and start over again.



5. As files are uploaded, a blue indicator bar will display. When all files are

uploaded, the message “Upload complete” will display, as shown below.


Installation Guide for DocuScan and File UploaderUploaderInstallGuide.pdf1. Download Zip File. There...

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