Canon

Authorized Send

Version 6.4

Configuration Guide

11005-64-UD3-001
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2 Authorized Send V6.4 Configuration Guide

Contents
Preface....................................................................................................... 7
How to Use This Manual .............................................................................................. 7
Symbols Used in This Manual ................................................................................... 7
Keys and Buttons Used in This Manual ..................................................................... 8
Displays Used in This Manual .................................................................................... 9
Abbreviations and Terms Used in This Manual ....................................................... 10
Hyperlinks ................................................................................................................ 11
Legal Notices .............................................................................................................. 12
Trademarks .............................................................................................................. 12
Copyright ................................................................................................................. 12
Disclaimers .............................................................................................................. 12
Chapter 1 Introduction.......................................................................... 13
1.1 Overview of Authorized Send .......................................................................... 13
1.2 System Requirements...................................................................................... 14
1.2.1 Operating Environment ................................................................................. 14
1.2.2 Hardware Requirements ............................................................................... 14
1.2.3 Server Requirements .................................................................................... 15
1.2.4 Software Requirements ................................................................................. 16
1.2.5 Home Directory Requirements ...................................................................... 16
1.2.6 RightFax Requirements ................................................................................ 17
1.2.7 Distributed File System Requirements .......................................................... 18
1.2.8 Communication Interfaces............................................................................. 19
1.2.9 Supported Authentication Protocols .............................................................. 20
1.2.10 MEAP Application Coexistence Support ....................................................... 20
1.3 Communication Environment ........................................................................... 21
1.3.1 Communication Diagrams ............................................................................. 27
1.3.1.1 Authentication Communication Diagrams ................................................ 27
1.3.1.2 Address Book Communication Diagrams ................................................ 30
Chapter 2 Configuring Authorized Send ............................................. 31
2.1 Logging On to Authorized Send ....................................................................... 32
2.2 Creating an Authentication Server ................................................................... 34
2.3 Editing an Authentication Server ...................................................................... 59
2.3.1 Changing the Display Order of the Authentication Servers ........................... 62
2.4 Deleting an Authentication Server ................................................................... 65
2.5 Configuring the E-Mail Service Settings........................................................... 67
2.5.1 Creating an Address Book Server ................................................................. 70
2.5.2 Editing an Address Book Server ................................................................... 97
2.5.3 Deleting an Address Book Server ................................................................. 99
2.6 Configuring the Scan to E-Mail Settings ........................................................ 101

Authorized Send V6.4 Configuration Guide 3

 2.7 Configuring the Scan to Folder Settings ........................................................ 108
2.7.1 Creating a Preset Share .............................................................................. 115
2.7.2 Editing a Preset Share ................................................................................ 120
2.7.3 Deleting a Preset Share .............................................................................. 122
2.8 Configuring the Scan to Fax Settings............................................................. 124
2.8.1 Creating a Fax Address Book ..................................................................... 128
2.9 Configuring the Scan to I-Fax Settings .......................................................... 141
2.9.1 Creating an I-Fax Address Book ................................................................. 150
2.10 Configuring the Scan to RightFax Settings .................................................... 164
2.10.1 Creating a Scan to RightFax Address Book ................................................ 171
2.11 Configuring the Scan to Fax2Mail Settings .................................................... 188
2.11.1 Creating a Fax2Mail Address Book ............................................................. 194
2.12 Configuring the Fax Forwarding Settings ....................................................... 211
2.12.1 Preparing Fax Forwarding with Advanced Box ........................................... 211
2.12.1.1 Creating a New Advanced Box Folder ................................................... 212
2.12.1.2 Configuring the Address Book Destination ............................................ 217
2.12.1.3 Configuring the Forwarding and Network Settings ................................. 224
2.12.2 Preparing Fax Forwarding with FTP Server ................................................ 231
2.12.2.1 FTP Print Settings .................................................................................. 231
2.12.2.2 Configuring the Address Book Destination ............................................ 234
2.12.2.3 Configuring the Forwarding Settings ...................................................... 241
2.12.3 Configuring the Authorized Send Servlet .................................................... 245
2.12.3.1 Creating a Fax Forwarding Setting ........................................................ 245
2.12.3.2 Editing a Fax Forwarding Setting ........................................................... 253
2.12.3.3 Deleting a Fax Forwarding Setting......................................................... 255
2.12.3.4 Configuring the General Settings ........................................................... 257
2.13 Configuring the Scan to FTP Settings ............................................................ 261
2.13.1 Creating an FTP Preset Server ................................................................... 267
2.13.2 Editing an FTP Preset Server...................................................................... 272
2.13.3 Deleting an FTP Preset Server ................................................................... 274
2.14 Configuring the Scan to SharePoint Settings ................................................. 276
2.14.1 Creating a Preset SharePoint...................................................................... 282
2.14.2 Editing a Preset SharePoint ........................................................................ 287
2.14.3 Deleting a Preset SharePoint ...................................................................... 289
2.15 Configuring the Scan to Box Settings ............................................................ 291
2.15.1 Creating a Preset Box Path ......................................................................... 298
2.15.2 Editing a Preset Box Path ........................................................................... 303
2.15.3 Deleting a Preset Box Path ......................................................................... 305
2.16 Configuring the Scan to Google Drive Settings.............................................. 307
2.16.1 Creating a Preset Google Drive Path .......................................................... 314
2.16.2 Editing a Preset Google Drive Path............................................................. 319
2.16.3 Deleting a Preset Google Drive File Path .................................................... 321
2.17 Configuring the Scan to Multi-Destinations .................................................... 323

4 Authorized Send V6.4 Configuration Guide

 2.18 Configuring the One-Touch Buttons Settings................................................. 328
2.18.1 Creating a Server Profile ............................................................................. 334
2.18.2 Editing a Server Profile ............................................................................... 344
2.18.3 Deleting a Server Profile ............................................................................. 346
2.18.4 Creating a Shared Button Definition ............................................................ 348
2.18.5 Editing a Button Definition ........................................................................... 380
2.18.6 Deleting a Button Definition ......................................................................... 383
2.19 Configuring the Feature Controls ................................................................... 385
2.20 Configuring the Scan Settings ....................................................................... 388
2.20.1 Creating a Scan Setting Profile ................................................................... 388
2.20.2 Editing a Scan Setting Profile ...................................................................... 399
2.20.3 Deleting a Scan Setting Profile.................................................................... 401
2.20.4 Customizing Display of Paper Sizes ........................................................... 403
2.21 Configuring the File Name Template ............................................................. 407
2.21.1 Editing a File Name Template ..................................................................... 413
2.21.2 Deleting a File Name Template ................................................................... 416
2.22 Configuring a Barcode Policy......................................................................... 419
2.23 Configuring the Metadata Index Settings ....................................................... 423
2.23.1 Creating a Metadata XML File Template ..................................................... 430
2.23.2 Editing a Metadata XML File Template ....................................................... 438
2.23.3 Deleting a Metadata XML File Template ..................................................... 440
2.24 Configuring the Options Settings ................................................................... 442
2.25 Configuring the Logs and Reports Settings ................................................... 451
2.25.1 Configuring the Logging Settings ................................................................ 451
2.25.2 Configuring the Reporting Settings ............................................................. 458
2.26 Configuring the Configuration Management Settings .................................... 464
2.27 Configuring the Disclaimer ............................................................................. 493
2.28 Viewing the Version Number ......................................................................... 496
2.29 Changing the Login ID and Password............................................................ 498
2.30 Logging Off Authorized Send ......................................................................... 500
2.31 Using the Brand Configuration Tool (Optional) .............................................. 501
Chapter 3 Configuring the MEAP Device .......................................... 511
3.1 DNS Server Settings ...................................................................................... 511
3.2 Automatically Logging Off .............................................................................. 515
3.3 Synchronizing the Device and Server Time ................................................... 518
3.3.1 Automatic Time Synchronization ................................................................. 518
3.3.2 Adjusting the Device Time........................................................................... 523
Chapter 4 Appendix: Configuring Authorized Send with Trusted
Login Managers .................................................................................... 527
4.1 Universal Login Manager ............................................................................... 527

Authorized Send V6.4 Configuration Guide 5

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6 Authorized Send V6.4 Configuration Guide

Preface
Thank you for purchasing the Authorized Send V6.4 application. Please read this manual
thoroughly before operating the product on your MEAP-enabled machine to familiarize
yourself with its capabilities, and to make the most of its many functions. After reading this
manual, store it in a safe place for future reference.

How to Use This Manual

This manual assumes that the reader has a good understanding of MEAP (Multifunctional
Embedded Application Platform) and Canon imageRUNNER ADVANCE machines.

This manual does not provide instructions for using or installing the Authorized Send
application. For instructions on using the Authorized Send application, see the Authorized
Send Version 6.4 User’s Guide. For instructions on installing the Authorized Send
application, see the Authorized Send Version 6.4 Installation Guide.

Symbols Used in This Manual

The following symbols are used in this manual to explain procedures, restrictions, and
instructions that should be observed for safety.

IMPORTANT Indicates operational requirements and restrictions. Be sure to read these

items carefully to operate the machine correctly, and avoid damaging the
machine.

NOTE Indicates a clarification of an operation, or contains additional explanations

for a procedure. Reading these notes is highly recommended.

Authorized Send V6.4 Configuration Guide 7

Keys and Buttons Used in This Manual
The following key and button names are a few examples of how keys and buttons to be
pressed and clicked are represented in this manual:

Touch Panel Display Keys: [Key Name]

Examples: [Scan]
[Cancel]

Control Panel Keys: Key Icon (Key Name)

Examples:  (Start)
(Stop)

Buttons on Computer Operations Screens: [Button Name]

Examples: [Scan to E-Mail]
[Save]

8 Authorized Send V6.4 Configuration Guide

Displays Used in This Manual
Screen shots used in this manual are those taken when Authorized Send is being installed
using MEAP SMS (Service Management Service), and when Authorized Send is running on
the various imageRUNNER ADVANCE devices.

The keys/buttons you should select or click are marked with a circle, as shown below. When
multiple keys/buttons can be selected on the screen, all keys/buttons are circled.

Example:

1. Click [E-Mail Service] ➞ [Save].

Click these
buttons for
operation.

NOTE
Some operating systems and browsers may exhibit different displays and behaviors.

Authorized Send V6.4 Configuration Guide 9

Abbreviations and Terms Used in This Manual
The following abbreviations are used in this manual.

Abbreviation Definition
AD Active Directory
AMS Access Management System
DFS Distributed File System
DN Distinguished Name
DNS Domain Name Service
FQDN Fully Qualified Domain Name
FTP File Transfer Protocol
FTPS File Transfer Protocol over SSL
GIF Graphics Interchange Format
HID Human Interface Device
HTTP Hypertext Transfer Protocol
HTTPS Hypertext Transfer Protocol Secure
IP Internet Protocol
JPEG Joint Photographic Experts Group
KDC Key Distribution Center
LAN Local Area Network
LDAP Lightweight Directory Access Protocol
MEAP Multifunctional Embedded Application Platform
Supported Canon imageRUNNER ADVANCE multifunctional
MEAP device
machine that features embedded MEAP technology.
NTLM NT LAN Manager
NTLMSSP NT LAN Manager Security Support Provider
OCR Optical Character Recognition
PDF Portable Document Format
PNG Portable Network Graphics
PPT PowerPoint
These characters are from ‘ ’ (space) up to and including ‘~’ (tilde)
Printable ASCII on the ASCII table (the decimal values for the characters, x , are:
32 (space) ≤ x ≤ 126 (tilde)).
RGB Red Green Blue
Shared Credentials Management Service enables MEAP
SCMS
applications to register and view shared credentials.
S-FTP SSH (Secure Shell) File Transfer Protocol
SMB Server Message Block
SMS Service Management Service
SMTP Simple Mail Transfer Protocol
SSH Secure Shell
SSL Secure Sockets Layer

10 Authorized Send V6.4 Configuration Guide

 Abbreviations and Terms Used in This Manual Table Continued

Abbreviation Definition
A set of consecutive characters that the user is able to input into a
String text box. If input into a text box is required, a string that consists
of all spaces is not valid.
TIFF Tagged Image File Format
TLS Transport Layer Security
UDP User Datagram Protocol
UI User Interface
URL Uniform Resource Locator
USB Universal Serial Bus
XML Extensible Markup Language
XPS XML Paper Specification

Hyperlinks
When this manual is in its native PDF form, the blue underlined text represents a hyperlink to
the corresponding sections of this manual or to external Web sites.

For example: See Chapter 1, “Introduction,” on p. 13.

Likewise, all entries in the Table of Contents are hyperlinks.

Authorized Send V6.4 Configuration Guide 11

Legal Notices
Trademarks
Canon, the Canon logo, imageRUNNER ADVANCE, and MEAP are registered trademarks,
and the MEAP logo is a trademark, of Canon Inc. in the United States and may also be a
trademark or registered trademark in other countries.

Adobe and Adobe Acrobat are trademarks of Adobe Systems Incorporated.

Microsoft, Windows, Windows Server, Office 365, and Internet Explorer are registered
trademarks of Microsoft Corporation in the United States and are trademarks or registered
trademarks of Microsoft Corporation in other countries.

Java and all Java-based trademarks and logos are the trademarks or registered trademarks of
Oracle Corporation in the United States or other countries.

Google is a trademark of Google, Inc.

Other product and company names herein are, or may be, the trademarks of their respective
owners.

Copyright
Copyright 2018 by Canon U.S.A., Inc. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or by any means,
electronic or mechanical, including photocopying and recording, or by any information
storage or retrieval system without the prior written permission of Canon U.S.A., Inc.

Disclaimers
The information in this document is subject to change without notice.

CANON U.S.A., INC. MAKES NO WARRANTY OF ANY KIND WITH REGARD TO

THIS MATERIAL, EITHER EXPRESS OR IMPLIED, EXCEPT AS PROVIDED HEREIN,
INCLUDING WITHOUT LIMITATION, THEREOF, WARRANTIES AS TO
MARKETABILITY, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE
OR USE OR NON-INFRINGEMENT. CANON U.S.A., INC. SHALL NOT BE LIABLE
FOR ANY DIRECT, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY
NATURE, OR LOSSES OR EXPENSES RESULTING FROM THE USE OF THIS
MATERIAL.

12 Authorized Send V6.4 Configuration Guide

Chapter 1 Introduction
This chapter describes the overview of the Authorized Send application, the system
requirements for installing, configuring, and operating the software and application, and the
component functional requirements.

1.1 Overview of Authorized Send

Authorized Send is a customized MEAP application. It should be installed and operated
on a Canon MEAP-enabled device, and provides authenticated scan to e-mail, scan to
fax, and scan to folder functionalities. Authorized Send does not require the user to be
authenticated to use the native functions of the machine, such as Copy, Print, and Scan,
and does not interfere with any of these functions.

MEAP is a software platform embedded in a MEAP device that enables the

development of custom applications, which run alongside native functions, such as
Copy, Print, and Scan.

MEAP, developed by Canon, is based on Oracle’s Java technology.

Authorized Send 6.4 is designed to perform the following new functions once
configured from the Authorized Send Configuration servlet:

• Administrators can set the machine to display a disclaimer screen (which must be
acknowledged to continue) before the user can log on to Authorized Send and after a
user logs off of Authorized Send.
• A disclaimer message can be automatically appended to the body of all Scan to
E-Mail jobs, including jobs started with the One-Touch Buttons.

IMPORTANT
• System Administrator knowledge of Microsoft Windows and Canon MEAP-enabled
devices is necessary to install and configure the Authorized Send application.
• For instructions on using Authorized Send, see the Authorized Send Version 6.4
User’s Guide.
• You can only encrypt a PDF document if the machine supports the Encrypted PDF
mode. Contact the System Administrator for more information.

Authorized Send V6.4 Configuration Guide 13

1.2 System Requirements
Authorized Send requires the proper installation and configuration of all items
documented in this guide. Failure to correctly install or configure the software and
application may affect its operation.

If Authorized Send is not working properly, the problem can likely be traced to an
installation or configuration issue. Please consult the appropriate guides (including the
Authorized Send Version 6.4 Troubleshooting Guide) before contacting Canon U.S.A.’s
e-Support.

1.2.1 Operating Environment

To send an e-mail message, an Exchange Server is required.

1.2.2 Hardware Requirements

Authorized Send requires a Canon imageRUNNER ADVANCE device running the
latest released firmware version, and the Canon imagePRESS C700 and C750
running the latest released firmware version. However, Canon devices that use a
PRISMAsync controller are not supported.

The Scan to Fax function is not supported on these devices:

• imageRUNNER ADVANCE C2030/C2020
• imageRUNNER ADVANCE 500iF/400iF
• imageRUNNER ADVANCE C350iF/C250iF
• imageRUNNER ADVANCE C355iF/C255iF
• imageRUNNER ADVANCE C356iF II/C256iF II
• imageRUNNER ADVANCE 715iF II/715iFZ II/615iF II/615iFZ II/
525iF II/525iFZ II

Optional Hardware Device

USB Keyboard: Model: Cherry G84 Vendor ID: 0x046A

IMPORTANT
• MEAP Settings and Use HTTP settings (from the Additional Functions or
Settings/Registration screen) on the MEAP device must be enabled. (See the
Reference Guide or the appropriate e-Manual that came with your machine.)
• Access to System Manager Settings (from the Additional Functions screen) or
access to the Management mode (from the Settings/Registration screen) on the
MEAP device is necessary.
• There must be network connectivity between the MEAP device, Active Directory
servers, an e-mail server, and shared file servers.

14 Authorized Send V6.4 Configuration Guide

1.2.3 Server Requirements
Authorized Send communicates with the following servers:

• Supported authentication servers:

- Windows 2000 SP4/2003 SP2/2008 Standard SP2/2008 R2/2012/2012 R2 Active
Directory
- Lotus Domino Version 7
- Novell NetWare 6.5 and eDirectory 8.7 SP2
- Google
- Office 365
• Supported address book servers:
- Windows 2000 SP4/2003 SP2/2008 Standard SP2/2008 R2/2012/2012 R2 Active
Directory
- Lotus Domino Version 7
- Novell NetWare 6.5 and eDirectory 8.7 SP2
• Supported name servers:
- Windows 2000 SP4/2003 SP2/2008 Standard SP2/2008 R2/2012/2012 R2 DNS
server
• Supported Scan to E-Mail servers:
- Microsoft Exchange Server 2000/2003/2007/2010 SP1/2013
- Gmail
- Office 365
• Supported Scan to Network Share servers:
- Local Share:
Windows Vista SP1/XP SP2/2000 SP4/2003 SP2/2008 Standard SP2/2008
R2/2012/2012 R2/Advanced Box on imageRUNNER ADVANCE MEAP devices
(NTLM V2)
- Domain Share:
Windows Vista SP1/XP SP2/2000 SP4/2003 SP2/2008 Standard SP2//2008
R2/2012/2012 R2
- Windows DFS Share:
Windows Vista SP1/XP SP2/2000 SP4/2003 SP2/2008 Standard SP2/2008
R2/2012/2012 R2
• Supported SharePoint servers:
- 2007, 2010, 2013, and 2016
• The following I-Fax servers have been tested:
- Relay Fax 6.7 by ALT-N Technologies
(For the Scan to I-Fax function to work successfully with Relay Fax, each fax
number used must have a corresponding e-mail address.)
• Supported FTP Servers
- Red Hat Fedora Core 9 – VSFTP 2.0.6-4fc9 or later
- Open SSH4.7 or later

Authorized Send V6.4 Configuration Guide 15

1.2.4 Software Requirements
• Internet Explorer 6.0 or later, with JavaScript enabled, must be installed and
configured prior to installing the Authorized Send application.
• KDC is necessary for Kerberos authentication.

1.2.5 Home Directory Requirements

If the System Administrator wants to configure the Retrieve Home Directory (Active
Directory only) feature, the following three types of configurations are supported.

■ Local Share

This configuration illustrates when the home directory exists on the authentication
server as a local share. No text manipulation is required, and the value entered is
used exactly as is.

Home Directory as a Local Share

■ Local Path

This configuration illustrates when the home directory exists on the authentication
server as a local folder.

Home Directory as a Local Path

16 Authorized Send V6.4 Configuration Guide

 When the home directory exists on the authentication server as a local folder, it is
impossible for Authorized Send to use the text as it is. Therefore, some text
manipulation is required. In this case, Authorized Send removes the leading drive
letter (in this case, “C:”), and then the rest of the text is treated as a local share. In
this example, “home_directories” must be a valid share name.

■ Mapped Share

This configuration illustrates when the home directory exists as a mapped share.
In this example, “fileserver” is used as the host name of the file server, and
“\home\dev\user1” is used as the share’s file path.

Home Directory as a Mapped Share

1.2.6 RightFax Requirements

The following versions of RightFax are supported:

• RightFax V16 EP2 SR2 (Enhancement Pack EP2 Service Release 2) and later
• RightFax V10.6 FP3 (Feature Pack 3) and later

Authorized Send V6.4 Configuration Guide 17

1.2.7 Distributed File System Requirements
Authorized Send supports the following two DFS roots.

■ Standalone DFS root

■ Domain-based DFS root

Successful domain-based DFS root support for Authorized Send requires that
certain configuration settings be implemented and understood.

1. Users can only access the domain-based DFS roots that belong to the domain
against which they were authenticated.

2. The authentication server created with Authorized Send’s Configuration

servlet must have the Domain Name configured to match the FQDN.

IMPORTANT
If the authentication server is configured with a NetBIOS domain name,
access is granted to the application; however, you may not have access to
any domain-based DFS roots.

3. Browsing for domain-based DFS roots are not supported. A preset share or
home directory must be configured, or be manually entered in the share
location.

IMPORTANT
If you configure a preset share for a domain-based DFS root, the file server
must be configured with the FQDN of the Domain (i.e., If the domain name
is “MyCompany.com,” then the file server must be configured with the
FQDN “MyCompany.com.” The FQDN is not case-sensitive.). This results
in the domain-based DFS root’s preset share on the file server matching the
authentication server’s domain name.

4. The first successful DFS target is used; otherwise, the user cannot scan to the
DFS root.

IMPORTANT
DFS share clustered file servers are supported.

18 Authorized Send V6.4 Configuration Guide

1.2.8 Communication Interfaces
The table below shows the different communication interfaces, their specific port
numbers, and descriptions used with Authorized Send.

Communication Interface Port Description

USB — Used to communicate with USB keyboards.

Determined by
NTLM Used for authentication.
AD server
Kerberos TCP/UDP Port 88 Used for authentication.

LDAP TCP Port 389 Used to retrieve e-mail addresses.

SMB TCP Port 139/445 Used for the Scan to Folder function.
Used to communicate with an e-mail server and
TCP Port 25
the Scan to E-Mail function.
SMTP
TCP Port 465 Used for the Gmail server address.
TCP Port 587 Used for the Office 365 server addresses.
Used to access the Authorized Send
HTTP TCP Port 80/8000 Configuration servlet and the administration
Web page.
TCP Port Used to access the secure Configuration servlet
HTTPS
443/ 8443 and the secure administration Web page.

LDAP over SSL TCP Port 636 Used to communicate with the LDAP server.

Syslog UDP Port 514 Used to communicate with the syslog server.

FTP/FTPS TCP Port 21 Used for the Scan to FTP function.

SFTP TCP Port 22 Used for the Scan to S-FTP function.

Used to send e-mail messages to the Sent folder

IMAP TCP Port 143
on an Exchange Server.
Used to communicate with the Domain Name
DNS TCP Port 53
Server
User to communicate using Simple Network
SNMP TCP Port 161
Management Protocol.

Any TCP port set up by the user for the Scan to SharePoint’s URL parameter.

Used to send e-mail messages to the Sent folder

IMAP SSL TCP Port 993
on an Exchange Server.

Authorized Send V6.4 Configuration Guide 19

1.2.9 Supported Authentication Protocols
Kerberos and NTLM are the supported protocols when communicating with a
Microsoft Active Directory server.

SMTP over SSL (SMTPS) is the supported protocol when communicating with
Google Gmail and Microsoft Office 365 servers.

Simple Binding is the supported protocol when communicating with Novell

eDirectory and Lotus Domino.

Anonymous Binding is the protocol reserved for communication with any of the
supported address book servers (when applicable).

IMPORTANT
If Simple is selected as the authentication method and Novell eDirectory is the
targeted authentication server, set the following settings on the eDirectory server:
- Disable “Require TLS for Simple Binds with Password” for the LDAP Group.
- Disable “Require TLS for all operations” for the LDAP Server in the Connections
section.
- In the Restrictions section, select [Use Low Cipher (56 or 64-bit)].

1.2.10 MEAP Application Coexistence Support

Authorized Send and the optional Barcode Feature Activation can coexist with other
installed MEAP applications that have received verification by Canon U.S.A., Inc.,
provided that there are sufficient resources available on the MEAP device.

The following table shows the maximum values for MEAP resources that Authorized
Send and Barcode Feature Activation could use in a MEAP device.

MEAP Device Resource Maximum Resources

Requirements Authorized Send Barcode Feature

File space usage 140,000 KB 100 KB

Memory usage 20,000 KB 30,000 KB

File descriptor usage 26 2

Socket usage 16 1

Thread usage 50 2

20 Authorized Send V6.4 Configuration Guide

1.3 Communication Environment
Authorized Send must be installed on a MEAP-enabled device. There must be network
connectivity between the MEAP device, DNS, authentication servers, address book
servers, SMTP server, and shared file servers.

It is necessary to configure Authorized Send to communicate with the authentication

servers and address book servers.

The following table lists the supported authentication servers and authentication
methods.

Supported Authentication Servers Authentication Methods

Windows Active Directory NTLM, Kerberos (with or without SSL)

Novell NetWare 6.5/eDirectory 8.7 SP2 Simple LDAP (with or without SSL)

Lotus Domino v7 Simple LDAP (with or without SSL)

smtp.gmail.com SMTP over SSL (SMTPS)

smtp.office365.com SMTP over SSL (SMTPS)

The following table lists the supported address book servers and binding methods.

Supported Address Book Servers Binding Methods

Windows Active Directory NTLM, Kerberos (with or without SSL)

Novell NetWare 6.5/eDirectory 8.7 SP2 Simple LDAP (with or without SSL)

Lotus Domino v7 Simple LDAP (with or without SSL)

Authorized Send V6.4 Configuration Guide 21

 The following illustrations represent a flow of operations for the Scan to E-Mail,
Scan to Fax, Scan to I-Fax, Scan to Folder, Scan to FTP, and Scan to SharePoint
functions of the Authorized Send application.

Scan to E-Mail

1. The user makes an address book query from the Scan to E-Mail function on the
MEAP machine. The machine sends an LDAP query to the address book server to
retrieve the desired list of e-mail addresses.
2. Once all e-mail addresses are verified and selected, the machine sends the e-mail
message to the E-mail or SMTP server.

Scan to Fax
Scanned
Document

Phone Line
Recipient’s
Fax Device

1. The user manually inputs the recipient’s fax number or selects it from the address
book.
2. The machine sends the scanned document to the recipient’s fax device.

22 Authorized Send V6.4 Configuration Guide

 Co u cat o Scan to I-Fax
otoco S

2) Account(s) checked
for Scanned Document 4) Scanned Document
1) Scanned Document Sent to destination(s)
sent 3) Scanned Document
retrieved

Microsoft Exchange Relay Fax 6.7

2000/2003 Server Fax Server

1. The user manually inputs the recipient’s fax number or selects it from the address
book.
2. The machine sends the scanned document to the SMTP server.
3. The SMTP server sends the scanned document to the fax server.
4. The fax server sends the scanned document to the destination.

Scan to Folder

1. The user browses for the desired folder on the file server directly from the machine.
2. Once the directory is found and selected, the machine sends the file to the
designated location on the file server.

NOTE
When a user accesses a network share, they are authenticated against that share using
their credentials. If they do not have access rights to that share, they are prompted to
enter a user name and password.

Authorized Send V6.4 Configuration Guide 23

 Scan to Folder with NTLM Authentication

1. The user logs on to the machine using one of the authentication methods.
2. The user browses and enters their credentials to gain access to a network shared
folder using NTLM as the authentication method.
3. Once access is granted, the scanned document is stored in the selected folder.

Scan to a Dynamically Created Folder

1. The authenticated user selects a folder, enters a document name, and scans the
document.
2. The scanned document is automatically stored in a sub-folder (that was dynamically
created) of the selected folder.

24 Authorized Send V6.4 Configuration Guide

 Dynamic Domain Controller Location

1. The user tries to log on to the machine using one of the authentication methods.
2. The system is unable to contact the authentication server previously cached.
3. The system locates the next closest available domain controller.
4. Authentication or address book lookup is performed by the new domain controller.
5. The new domain controller is cached.

Scan to FTP

1) Authentication
2) Scanned
Document
FTP
Server

Target
Directory

1. The user tries to log on to the FTP server using FTP/S-FTP

(not encrypted/encrypted) as one of the authentication methods.
2. The scanned document is stored in the selected folder on the FTP server.

Authorized Send V6.4 Configuration Guide 25

 Scan to SharePoint

3) Scanned
Document

Sharepoint
1) User Server
Credentials
2) Authentication
Target
Site

Active
Directory

1. The user tries to log on to the SharePoint server.

2. The system authenticates the user via active directory.
3. The scanned document is stored in the selected folder on the SharePoint server.

26 Authorized Send V6.4 Configuration Guide

1.3.1 Communication Diagrams
This section shows the flow of communication protocols based on the authentication
method that you select. You can configure up to 10 authentication servers.

1.3.1.1 Authentication Communication Diagrams

Kerberos Authentication

1) User Credentials

2) Authentication

Active Directory

Communication Protocol LDAP/Kerberos

NTLM Authentication

1) User Credentials

2) Authentication

Active Directory

Communication Protocol LDAP/NTLM

Authorized Send V6.4 Configuration Guide 27

 Google Authentication

Communication Protocol SMTP over SSL (SMTPS)

Office 365 Authentication

Communication Protocol SMTP over SSL (SMTPS)

Co u cat o otoco /S pe
Simple Authentication

1) User Credentials

2) Authentication

Lotus Domino or
eDirectory

Communication Protocol LDAP/Simple

28 Authorized Send V6.4 Configuration Guide

 RightFax Authentication

Communication Protocol RightFax

Fax2Mail Authentication

Communication Protocol Fax2Mail

Authorized Send V6.4 Configuration Guide 29

1.3.1.2 Address Book Communication Diagrams
Kerberos Communication with an Address Book Server

1) Query for E-mail Address

2) E-mail Address Retieval

Active Directory

NTLM Communication with an Address Book Server

1) Query for E-mail Address

2) E-mail Address Retieval

Active Directory

Simple Communication with an Address Book Server

1) Query for E-mail Address

2) E-mail Address Retieval

Lotus Domino or
Novell eDirectory

Anonymous Bind Communication Using LDAP with an Address Book Server

1) Anonymous Bind/Query for email address

2) E-mail Address Retieval

Address Book
Server

30 Authorized Send V6.4 Configuration Guide

Chapter 2 Configuring Authorized Send
This chapter describes how to configure Authorized Send from a Web browser and set up the
authentication servers, address book servers, share names, and options for the Scan to E-
Mail, Scan to Fax, and Scan to Folder functions. It also describes how to configure the
application’s interface appearance using the optional Brand Configuration Tool.

The Authorized Send Configuration page contains the following items for configuring
Authorized Send:

Authentication: Create up to 10 authentication servers.

E-Mail Service: Configure an SMTP server, and up to 10 address book servers.
Scan to E-Mail: Configure the Scan to E-Mail settings.
Scan to Fax: Configure the Scan to Fax settings.
Scan to I-Fax: Configure the Scan to I-Fax settings.
Scan to Folder: Configure the Scan to Folder settings, and create preset folders
for users to scan to.
Scan to RightFax Configure the Scan to RightFax settings.
Scan to Fax2Mail Configure the Scan to Fax2Mail settings.
Fax Forwarding Configure the device to store incoming faxes, either via
Advanced Box over SMB or an FTP server.
Scan to FTP: Configure the Scan to FTP settings, and create preset FTP
servers for users to scan to.
Scan to SharePoint: Configure the Scan to SharePoint settings, and create preset
SharePoint servers for users to scan to.
Scan to Box Configure the Scan to Box settings.
Scan to Google Drive Configure the Scan to Google Drive settings.
Scan to Multi-Destinations: Configure the Scan to Multi-Destinations button settings.
One-Touch Buttons: Configure the one-touch buttons with predefined parameters.
Feature Controls: Configure the scan features.
Scan Settings: Configure the default scan settings for each file type.
File Name Template: Configure the syntax for the file name, and if users are expected
to provide input for a flexible file name.
Barcode Policy: If the Barcode package is installed, configure the Barcode
policy.
Metadata Index: Configure the type of data and format of the metadata file.
Options: Configure the optional settings.
Logs and Report: Configure the log settings, remote syslog servers, download and
view the logs, and configure reporting.
Configuration Configures the distribution settings.
Management:
Disclaimer: Configure the log on and log off disclaimer screen.
About: Display the Authorized Send version information.

Authorized Send V6.4 Configuration Guide 31

2.1 Logging On to Authorized Send
Follow the procedure below to log on to Authorized Send’s Configuration servlet.

1. Open a browser window ➞ enter the following URL:

http://<device IP>:8000/AuthSendConfiguration
https://<device IP>:8443/AuthSendConfiguration (if HTTPS is enabled on the
MEAP device)
(Replace <device IP> with the IP address of the MEAP device.)

The Please enter Login ID and Password screen is displayed.

IMPORTANT
• Enter AuthSendConfiguration exactly as shown, as it is case-sensitive.
• If Portal Service is installed, you can also access the Authorized Send
Configuration screen by entering http://<device IP>:8000 ➞ click the
Authorized Send Configuration link. (Replace <device IP> with the IP address of
the MEAP device.)

32 Authorized Send V6.4 Configuration Guide

 2. Enter your user name in [Login ID] and your password in [Password] ➞ click
[Login].

The default Login ID is ‘Administrator’, and the default password is ‘Admin’.

The Authentication Servers screen is displayed.

IMPORTANT
• If you are using a license and it has expired, the message <The Authorized Send
license has expired. Please contact your Canon dealer.> is displayed. You must
update your license file, or you cannot access the Authorized Send Configuration
servlet.
• If you install a new valid license without reinstalling Authorized Send, the device
must be rebooted.

Authorized Send V6.4 Configuration Guide 33

2.2 Creating an Authentication Server
You can create up to 10 domains for authentication.

IMPORTANT
If you select the Kerberos protocol for the authentication method, make sure that the
device clock setting is properly synchronized with the configured authentication
server and address book server. For more information on synchronizing the device
clock with the server clock, see “Synchronizing the Device and Server Time,” on
p. 518.

1. Log on to the Authorized Send Configuration servlet.

For instructions on logging on to the Authorized Send Configuration servlet, see

“Logging On to Authorized Send,” on p. 32.

2. Click [Authentication] ➞ [Add].

The Create Authentication Server screen is displayed.

34 Authorized Send V6.4 Configuration Guide

 NOTE
You can create a maximum of 10 authentication servers. If you attempt to create
more than 10, a dialog box displays. Click [OK] and delete at least one existing
server definition before you create another. See “Deleting an Authentication
Server,” on page 65 for information.

Authorized Send V6.4 Configuration Guide 35

 3. Click the Method drop-down list to select the authentication method.

Kerberos: The machine communicates directly to Active Directory.

NTLM: The machine communicates directly to Active Directory.

Google The machine authenticates using Google’s SMTP servers. This

requires a valid Google account.

Office 365 The machine authenticates using Microsoft Office 365 SMTP
servers. This requires a valid Office 365 account.

RightFax The machine authenticates using the RightFax server defined in the
authentication configuration.

Fax2Mail The machine authenticates using the Fax2Mail server defined in

the Authentication configuration.

Simple: Necessary if you use Domino or eDirectory for authentication.

36 Authorized Send V6.4 Configuration Guide

 Anonymous: Configuring an anonymous authentication server enables you to
use Authorized Send without logging on to the application.

IMPORTANT
• If an Anonymous authentication server is configured, the
Authorized Send SIGN IN screen on the machine is always
bypassed, and the user is logged on as an anonymous user.
• If an Anonymous server is created, other servers cannot be used.
• To disable Anonymous authentication, the Anonymous
authentication server must be deleted. When Anonymous
authentication is deleted, the default screen is the Authorized
Send SIGN IN screen on the machine. For details about deleting
an Anonymous authentication server, see “Deleting an
Authentication Server,” on p. 65.

Authorized Send V6.4 Configuration Guide 37

 4. Configure the settings for the selected authentication method.

4.1 If you select [Kerberos] as the authentication method, configure the

Authentication Settings, Login User E-Mail Address and Encryption
Certificate Retrieval Settings, Scan to Home Directory Settings, Scan to
Folder Authentication Settings, Scan to SharePoint Authentication Settings,
and Single Sign On Settings.

Authentication Settings

Method: Kerberos

Pull Host from Select [Yes] to automatically pull the host information
DNS: from the DNS after you click [Create]. Select [No] if you
want to manually configure the host information. The
default setting is ‘No’.

If you select the [Yes] radio button, the first “live”

domain controller is used as the authentication server
after you click [Create].

Pull Port from This setting is only displayed when Pull Host from DNS
DNS: is set to ‘Yes’. Select this check box if you want the Port
text box to be dynamically populated from the DNS.

38 Authorized Send V6.4 Configuration Guide

 Host: This text box is displayed only if Pull Host from DNS is
set to ‘No’. Enter the DNS name or IP address of the
authentication server.
Port: This text box is displayed only if Pull Host from DNS is
set to ‘No’, and if the [Pull Port from DNS] check box is
not selected. Enter the connecting port number of the
authentication server. You can enter a maximum of five
numbers. The default port number is ‘389’.

SSL: This check box is displayed only if Pull Host from DNS
is set to ‘No’, and if the [Pull Port from DNS] check box
is not selected. Select this check box if you want the
authentication server to use SSL. If you select this check
box, the host port number automatically changes to ‘636’.

Test: This check box is displayed only if Pull Host from DNS
is set to ‘No’. Select this check box if you want the
connection to the authentication server to be verified
before you save the settings. The [Test] check box is
selected by default.

Hostname: This text box is displayed only for Kerberos if Pull Host
from DNS is set to ‘No’. Enter the host name of the
authentication server.

Domain Name: Enter the authentication server domain for this device.
You can enter a string that consists of any character, and
an unlimited number of characters. The default value is
pulled from the device.

Login User E-Mail Address and Encryption Certificate Retrieval

Settings

Address Book If you have already configured an address book server,

Server: select the address book server from which the user’s
e-mail address can be retrieved from the drop-down list.
The default setting is ‘None’.

Authorized Send V6.4 Configuration Guide 39

 Scan to Home Directory Settings

Retrieve Home Select this check box to obtain the currently logged on
Directory user’s home directory information from the
(Active authentication server. This creates a Home Directory
Directory only): element in the Preselected Share drop-down list on
the Scan to Folder Preset Shares configuration screen.

IMPORTANT
If this check box is selected, and the [Retrieve Home
Directory (Active Directory only)] check box on the
Create Address Book Server screen is also selected, the
authentication server is checked first for the Home
Directory. If no Home Directory is found on the
authentication server, then the address book server is
searched.

Search Root: Specify the search root for searching the user’s home
directory via LDAP.

Depending on your environment, you must enter the Base

DN (Distinguished Name) of the location of the user
accounts.

[Search Root] only appears if the [Retrieve Home

Directory (Active Directory only)] check box is selected.

The default value for the Search Root text box is blank if
the Domain Name text box is blank. If the Domain Name
text box is populated, the Search Root text box is
automatically populated based on the text entered in the
Domain Name text box.

LDAP Match Select [sAMAccountName] or [userPrincipalName]

Attribute: from the drop-down list to determine which attribute to
use for LDAP match. This enables you to search for the
user’s Home Directory. The default setting is
‘sAMAccountName’.

40 Authorized Send V6.4 Configuration Guide

 Scan to Folder Authentication Settings

NTLM Select this check box to use NTLM as the authentication

Authentication: method for the Scan to Folder feature, regardless of the
authentication method you selected for the authentication
server.

NTLM Enter the domain name to be used for NTLM

domain name: authentication of a share for the Scan to Folder feature.
The default value is the first part of the domain
configured in the Domain Name text box.

IMPORTANT
If you select the Kerberos protocol for the authentication method, make
sure that the device clock setting is properly synchronized with the
configured authentication server and address book server. For more
information on synchronizing the device clock with the server clock, see
“Synchronizing the Device and Server Time,” on p. 518.

Scan to SharePoint Authentication Settings

NTLM Select this check box to use NTLM as the authentication

Authentication: method for the Scan to SharePoint feature, regardless of
the authentication method you selected for the
authentication server. By default, this check box is
selected.

Authorized Send V6.4 Configuration Guide 41

 Single Sign On Settings

Use for Single If this check box is selected, Authorized Send retrieves
Sign On with the domain of the user from a login application, or from
Login any device that supports SCMS. If the domain matches
Application: the authentication server, Authorized Send attempts to
authenticate to that authentication server with the user
name and password retrieved from the login application
or the device that supports SCMS. If the credentials are
valid, the Authorized Send SIGN IN screen is bypassed.
If the credentials are invalid, the Authorized Send SIGN
IN screen is displayed and the user must attempt
authentication manually. By default, this check box is
not selected.

IMPORTANT
The compatible login applications for single sign on are
AA-CAC, AA-PROX V2.1L, AA-PROX V2.1 or later,
and Universal Login Manager (see Chapter 5
“Appendix: Configuring Authorized Send with Trusted
Login Managers,” for more information).

42 Authorized Send V6.4 Configuration Guide

 4.2 If you select [NTLM] as the authentication method, configure the
Authentication Settings, Login User E-Mail Address and Encryption
Certificate Retrieval Settings, Scan to Home Directory Settings, Scan to
Folder Authentication Settings, and Single Sign On Settings.

Authentication Settings

Method: NTLM

Pull Host from Select [Yes] to automatically pull the host information
DNS: from the DNS after you click [Create]. Select [No] if you
want to manually configure the host information. The
default setting is ‘No’.

If you select the [Yes] radio button, the first “live”

domain controller is used as the authentication server
after you click [Create].

Pull Port from This setting is only displayed when you select the [Yes]
DNS: radio button for [Pull Host from DNS]. Select this check
box if you want the Port text box to be dynamically
populated from the DNS.

Authorized Send V6.4 Configuration Guide 43

 Host: This text box is displayed only if Pull Host from DNS is
set to ‘No’. Enter the DNS name or IP address of the
authentication server.

Port: This text box is displayed only if Pull Host from DNS is
set to ‘No’ and if the [Pull Port from DNS] check box is
not selected. Enter the connecting port number of the
authentication server. You can enter a maximum of five
numbers. The default port number is ‘389’.

SSL: This check box is displayed only if Pull Host from DNS
is set to ‘No’ and if the [Pull Port from DNS] check box
is not selected. Select this check box if you want the
authentication server to use SSL. If you select this check
box, the host port number automatically changes to ‘636’.

Test: This check box is displayed only if Pull Host from DNS
is set to ‘No’. Select this check box if you want the
connection to the authentication server to be verified
before you save the settings. The [Test] check box is
selected by default.

Domain Name: Enter the authentication server domain for this device.
You can enter a string that consists of any character, and
an unlimited number of characters. The default value is
pulled from the device.

Login User E-Mail Address and Encryption Certificate Retrieval

Settings

Address Book If you have already configured an address book server,

Server: select the address book server from which the user’s
e-mail address can be retrieved from the drop-down list.
The default setting is ‘None’.

44 Authorized Send V6.4 Configuration Guide

 Scan to Home Directory Settings

Retrieve Home Select this check box to obtain the currently logged on
Directory user’s home directory information from the
(Active authentication server. This creates a Home Directory
Directory only): element in the Preselected Share drop-down list on
the Scan to Folder Preset Shares configuration screen.

IMPORTANT
If this check box is selected, and the [Retrieve Home
Directory (Active Directory only)] check box on the
Create Address Book Server screen is also selected, the
authentication server is checked first for the Home
Directory. If no Home Directory is found on the
authentication server, then the address book server is
searched.

Search Root: Specify the search root for searching the user’s home
directory via LDAP.

Depending on your environment, you must enter the Base

DN (Distinguished Name) of the location of the user
accounts.

[Search Root] only appears if the [Retrieve Home

Directory (Active Directory only)] check box is selected.

The default value for the Search Root text box is blank if
the Domain Name text box is blank. If the Domain Name
text box is populated, the Search Root text box is
automatically populated based on the text entered in the
Domain Name text box.

LDAP Match Select [sAMAccountName] or [userPrincipalName]

Attribute: from the drop-down list to determine which attribute to
use for LDAP match. This enables you to search for the
user’s Home Directory. The default setting is
‘sAMAccountName’.

Authorized Send V6.4 Configuration Guide 45

 Scan to Folder Authentication Settings

NTLM Select this check box to use NTLM as the authentication

Authentication: method for the Scan to Folder feature, regardless of the
authentication method you selected for the authentication
server.

NTLM Enter the domain name to be used for NTLM

domain name: authentication of a share for the Scan to Folder feature.
The default value is the first part of the domain
configured in the Domain Name text box.

Single Sign On Settings

Use for Single If this check box is selected, Authorized Send

Sign On with retrieves the domain of the user from a login
Login application, or from any device that supports SCMS.
Application: If the domain matches the authentication server,
Authorized Send attempts to authenticate to that
authentication server with the user name and password
retrieved from the login application or the device that
supports SCMS. If the credentials are valid, the
Authorized Send SIGN IN screen is bypassed. If the
credentials are invalid, the Authorized Send SIGN IN
screen is displayed and the user must attempt
authentication manually. By default, this check box is not
selected.

IMPORTANT
The compatible login applications for single sign on are
AA-CAC, AA-PROX V2.1L, AA-PROX V2.1 or later,
and Universal Login Manager (see Chapter 5
“Appendix: Configuring Authorized Send with Trusted
Login Managers,” for more information).

46 Authorized Send V6.4 Configuration Guide

 4.3 If you select [Google] as the authentication method, configure the
Authentication Settings.

Authentication Settings

Method: Google

SMTP Server Enter the IP address or the server name of the SMTP
Address: server. The default server address is ‘smtp.gmail.com’.

Port: Enter the connecting port number of the authentication

server. You can enter a maximum of five numbers. The
default port number is ‘465’.

SSL: SSL is required for authentication through Google. You

cannot change this setting.

Test: Select this check box if you want the connection to the
authentication server to be verified before you save the
settings. The [Test] check box is selected by default.

Use SMTP Select this check box if you want to authenticate using
Server from the same SMTP server as defined in the <E-mail
E-mail Service: Service> configuration. The [Use SMTP…] check box
is not selected by default.

Authorized Send V6.4 Configuration Guide 47

 4.4 If you select [Office 365] as the authentication method, configure the
Authentication Settings.

Authentication Settings

Method: Office 365

SMTP Server Enter the IP address or the server name of the SMTP
Address: server. The default server address is
‘smtp.office365.com’

Port: Enter the connecting port number of the authentication

server. You can enter a maximum of five numbers. The
default port number is ‘587’.

SSL: SSL is required for authentication through Office 365.

You cannot change this setting.

Test: Select this check box if you want the connection to the
authentication server to be verified before you save the
settings. The [Test] check box is selected by default.

48 Authorized Send V6.4 Configuration Guide

 Domain Name: Enter the domain name of the Office 365 account as
issued by Microsoft.

Use SMTP Select this check box if you want to authenticate using
Server from the same SMTP server as defined in the <E-mail
E-mail Service: Service> configuration. The [Use SMTP…] check box
is not selected by default.

Authorized Send V6.4 Configuration Guide 49

 4.5 If you select [RightFax] as the authentication method, configure the
Authentication Settings.

Authentication Settings

Method: RightFax

API URL: Enter the URL of the RightFax API. It should be the
same as the RightFax API URL set in the RightFax
configuration screen. It is blank by default.

Test: Select this check box to validate that the [API URL]
setting is an active connection and is a valid RightFax
server.

50 Authorized Send V6.4 Configuration Guide

 4.6 If you select [Fax2Mail] as the authentication method, configure the
Authentication Settings.

Authentication Settings

Method: Fax2Mail

API URL: Enter the URL of the Fax2Mail API. It should be the
same as the Fax2Mail API URL set in the Fax2Mail
configuration screen. It is blank by default.

Test: Select this check box to validate that the [API URL]
setting is an active connection and is a valid Fax2Mail
server.

Authorized Send V6.4 Configuration Guide 51

 4.7 If you select [Simple] as the authentication method, configure the
Authentication Settings, Login User E-Mail Address and Encryption
Certificate Retrieval Settings, Scan to Home Directory Settings, Scan to
Folder Authentication Settings, and Single Sign On Settings.

Authentication Settings

Method: Simple

Host: Enter the DNS name or IP address of the authentication

server.

Port: Enter the connecting port number of the authentication

server. You can enter a maximum of five numbers. The
default port number is ‘389’.

SSL: Select this check box if you want the authentication

server to use SSL. If you select this check box, the host
port number automatically changes to ‘636’.

Test: Select this check box if you want the connection to the
authentication server to be verified before you save the
settings. The [Test] check box is selected by default.

52 Authorized Send V6.4 Configuration Guide

 Domain Name: Enter the authentication server domain for this device.
You can enter a string that consists of any character, and
an unlimited number of characters. The default value is
pulled from the device.

Use Public Select [Yes] to configure the public credentials (Public

Credentials: DN and Public Password), or select [No] to use
anonymous binding. The default setting is ‘No’.

Public DN: This text box is displayed only if Use Public Credentials
is set to ‘Yes’. If [Yes] is selected for Use Public
Credentials, you must enter the user’s login Distinguished
Name to use when performing the first bind of the Simple
Binding process.

Public Password: This text box is displayed only if Use Public Credentials
is set to ‘Yes’. It is used as the password when
performing the first bind of the Simple Binding process.
It is an optional text box. You can enter a string that
consists of any character, and an unlimited number of
characters.

LDAP Match Select [uid], [sAMAccountName], or

Attribute: [userPrincipalName] from the drop-down list to
determine which attribute to use for LDAP match. The
default setting is ‘uid’.

Other: If you select this check box, the LDAP Match Attribute
drop-down list becomes a text box, where you can enter
the username’s LDAP attribute to be matched with the
username when performing the first bind of the Simple
Binding process. You can enter a string that consists of
any character, and an unlimited number of characters.

Search Root: Specify the search root for searching the user’s home
directory via LDAP.

If the directory server is authenticating against

eDirectory or Domino and the organization is, for
example, Canon, then the search root is o=canon.

Authorized Send V6.4 Configuration Guide 53

 Login User E-Mail Address and Encryption Certificate Retrieval
Settings

Address Book If you have already configured an address book server,

Server: select the address book server from which the user’s
e-mail address can be retrieved from the drop-down list.
The default setting is ‘None’.

Scan to Home Directory Settings

Retrieve Home Select this check box to obtain the currently logged on
Directory user’s home directory information from the
(Active authentication server. This creates a Home Directory
Directory only): element in the Preselected Share drop-down list on
the Scan to Folder Preset Shares configuration screen.

IMPORTANT
If this check box is selected, and the [Retrieve Home
Directory (Active Directory only)] check box on the
Create Address Book Server screen is also selected, the
authentication server is checked first for the Home
Directory. If no Home Directory is found on the
authentication server, then the address book server is
searched.

Search Root: Specify the search root for searching the user’s home
directory via LDAP.

Depending on your environment, you must enter the Base

DN (Distinguished Name) of the location of the user
accounts.

[Search Root] only appears if the [Retrieve Home

Directory (Active Directory only)] check box is selected.

The default value for the Search Root text box is blank if
the Domain Name text box is blank. If the Domain Name
text box is populated, the Search Root text box is
automatically populated based on the text entered in the
Domain Name text box.

LDAP Match Select [sAMAccountName] or [userPrincipalName] from

Attribute: the drop-down list to determine which attribute to use for
LDAP match. This enables you to search for the user’s
Home Directory. The default setting is
‘sAMAccountName’.

54 Authorized Send V6.4 Configuration Guide

 Scan to Folder Authentication Settings

NTLM Select this check box to use NTLM as the authentication

Authentication: method for the Scan to Folder feature, regardless of the
authentication method you selected for the authentication
server.

NTLM Enter the domain name to be used for NTLM

domain name: authentication of a share for the Scan to Folder feature.
The default value is the first part of the domain
configured in the Domain Name text box.

Single Sign on Settings

Use for Single If this check box is selected, Authorized Send

Sign On with retrieves the domain of the user from a login
Login application, or from any device that supports SCMS.
Application: If the domain matches the authentication server,
Authorized Send attempts to authenticate to that
authentication server with the user name and password
retrieved from the login application or the device that
supports SCMS. If the credentials are valid, the
Authorized Send SIGN IN screen is bypassed. If the
credentials are invalid, the Authorized Send SIGN IN
screen is displayed and the user must attempt
authentication manually. By default, this check box is not
selected.

IMPORTANT
The compatible login applications for single sign on are
AA-CAC, AA-PROX V2.1L, AA-PROX V2.1 or later,
and Universal Login Manager (see Chapter 5
“Appendix: Configuring Authorized Send with Trusted
Login Managers,” for more information).

Authorized Send V6.4 Configuration Guide 55

 4.8 If you select [Anonymous] as the authentication method, configure the
Anonymous User Information, Address Book Server for E-Mail Lookup,
and Enable Anonymous Sign In For Features.

Authentication Settings

Method: Anonymous

Anonymous User Information

Retrieve User Select this check box to retrieve the user name and user
Information e-mail from the login application when the user presses
from Login [Authorized Send] on the Main Menu screen of the
Application: machine. If this check box is selected, the User Name and
User E-Mail text boxes are not displayed. By default, this
check box is not selected.

NOTE
If no login application is enabled, the user name
retrieved is the device default, and no user e-mail is
retrieved since a default e-mail does not exist.

56 Authorized Send V6.4 Configuration Guide

 User Name: This text box is displayed only if the [Retrieve User
Information from Login Application] check box is not
selected. Enter the user name for anonymous sending.
You can enter a maximum of 40 characters. Validation
cannot occur if this text box is blank. The default setting
is ‘anonymous’.

User E-Mail: This text box is displayed only if the [Retrieve User
Information from Login Application] check box is not
selected. This text box is used as the sender’s e-mail
address for the Scan to Fax and Scan to E-Mail functions.
Enter the anonymous user’s e-mail address. You can
enter a maximum of 64 characters for the first (local)
part, and a maximum of 255 characters for the domain
part. This text box is optional.

Address Book Server for E-Mail Lookup

Address Book Select a configured address book server to use with the
Server: e-mail lookup feature of the Scan to E-Mail function. The
default setting is ‘None’.

Authorized Send V6.4 Configuration Guide 57

 Enable Anonymous Sign In For Features

The check boxes in the <Enabled> column refer to the corresponding

feature to the right of each check box. Select the check box next to the
desired feature if you want to enable anonymous authentication sign in for
that feature. If a check box is not selected and the user selects
[Scan to E-Mail], for example, the Authorized Send SIGN IN screen with
[Cancel] on the machine is displayed. All check boxes are selected by
default.

IMPORTANT
• If an anonymous authentication server is configured, the Authorized Send
SIGN IN screen on the machine is bypassed, and the user is logged on as
an anonymous user. If at least one Authorized Send function is enabled,
the Authorized Send MAIN screen on the machine is displayed. If only
one Authorized Send function is enabled, only that function’s screen is
displayed.
• If the [User E-Mail] text box is blank, the Scan to Fax and Scan to E-Mail
functions do not work on the machine.
• If only one function is enabled but, that function is inaccessible due to
insufficient data, the Authorized Send MAIN screen on the machine is
displayed with that function’s button disabled and an error message.

NOTE
• Validation of the User Name and User E-Mail address occurs when
[Create] is clicked. If validation fails, an error message is displayed.
• Only one anonymous authentication server can be configured.

5. Click [Create].

If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

To cancel creating the authentication server and return to the Authentication Servers
screen, click [Cancel].

A message is displayed informing you that the configuration has been saved, and
the screen returns to the Authentication Servers screen.

IMPORTANT
• Select the [Test] check box next to <Host> if you want to test the validity of the
IP addresses you entered before saving.
• If validation fails, an error message is displayed. Enter the correct information ➞
click [Save].

58 Authorized Send V6.4 Configuration Guide

2.3 Editing an Authentication Server
You can edit a previously created authentication server from the Authorized Send
Configuration screen.

1. Click [Authentication] ➞ select the check box next to the authentication server you
want to edit ➞ click [Edit].

Note: you can only edit one authentication server definition at a time. If you select
multiple definitions, the Edit button is greyed out.

The Update Authentication Server screen is displayed.

Authorized Send V6.4 Configuration Guide 59

 2. Edit the settings for the authentication server, as necessary ➞ click [Update].

60 Authorized Send V6.4 Configuration Guide

 If ‘Kerberos’ or ‘NTLM’ is selected as the authentication method and Pull Host
from DNS is set to ‘Yes’, the following two additional fields appear under
<Authentication Settings> only on the Update Authentication Server screen:

Pulled Host: The fully-qualified domain name of the machine is pulled from
the DNS and automatically populates this field.

Pulled Hostname: The host name of the authentication server is pulled from the
DNS and automatically populates this field. This field appears
only if the authentication method selected is ‘Kerberos’.

If you make a mistake while editing the settings, click [Reset] to return the settings
to their original values.

To cancel editing the authentication server and return to the Authentication Servers
screen, click [Cancel].

Authorized Send V6.4 Configuration Guide 61

2.3.1 Changing the Display Order of the Authentication
Servers
You can change the order in which the authentication servers are listed on the
Authentication Servers screen.

1. Click [Authentication].

The Update Address Book Server screen is displayed.

62 Authorized Send V6.4 Configuration Guide

 2. In the [Authentication Servers] list box, select the authentication server you want
to move in the list ➞ click [Up] and [Down] to change its location in the list.

Authorized Send V6.4 Configuration Guide 63

 3. Click [Save] to save the changes.

64 Authorized Send V6.4 Configuration Guide

2.4 Deleting an Authentication Server
You can delete a previously created authentication server from the Authorized Send
Configuration screen.

1. Click [Authentication] ➞ select the check box next to the authentication server you
want to delete ➞ click [Delete].

Authorized Send V6.4 Configuration Guide 65

 2. Click [OK].

If you do not want to delete the authentication server, click [Cancel].

The authentication server is deleted from the list.

66 Authorized Send V6.4 Configuration Guide

2.5 Configuring the E-Mail Service Settings
You can configure the settings for the SMTP server, which enables users to scan and
send e-mail messages via an SMTP server, and create address book servers.

NOTE
The E-Mail Service Settings must be configured to use the Scan to E-Mail and Scan
to I-Fax functions.

1. Click [E-Mail Service] ➞ [General].

The E-Mail Service screen is displayed.

Authorized Send V6.4 Configuration Guide 67

 2. Configure the settings under <Access Controls>.

Access Controls

SMTP Server Enter the IP address or DNS name of the SMTP server. For
Address: Office 365, the IP address should be smtp.office365.com.
For Gmail, the IP address should be smtp.gmail.com.

Port: Enter the connecting port number of the SMTP server. You
can enter a maximum of five numbers. The recommended
port number value for the Office 365 server address is
‘587’, and for the Gmail server address is ‘465’ or ‘587’.
The default port number is ‘25’.

SSL: Select this check box if you want the authentication server
to use SSL. If you select this check box, the connection to
the SMTP server is performed over SSL.

Test: Select this check box if you want the connection to the
SMTP server to be verified before you save the settings.
The [Test] check box is selected by default.

68 Authorized Send V6.4 Configuration Guide

 Enable SMTP Select this check box to have the user authenticated on the
Authentication: SMTP server when using the Scan to E-Mail or Scan to Fax
function.

NOTE
It is recommended that this check box be selected if the
SMTP server address points to an Office 365 or Gmail
server address.

Use Public Select [Yes] to configure the SMTP public credentials

Credentials: (Public User Name, Public Password). If [Yes] is selected,
enter the user’s SMTP public name and password for
SMTP authentication. If [No] is selected, the user’s normal
sign in credentials are used. The default setting is ‘No’.

SMTP Public This text box is displayed only if the [Use Public
Username: Credentials] radio button is set to ‘Yes.’ If [Yes] is selected
for Use Public Credentials, you must enter the user name
for SMTP authentication.

SMTP Public This text box is displayed only if the [Use Public
Password: Credentials] radio button is set to ‘Yes’. If [Yes] is selected
for Use Public Credentials, you must enter the password for
SMTP authentication.

3. Click [Save].

If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

A message is displayed informing you that the configuration has been saved.

IMPORTANT
• Select the [Test] check box if you want to test the validity of the IP address you
entered before saving.
• If validation fails, an error message is displayed. Enter the correct information ➞
click [Save].

NOTE
The [Test] check box is selected by default. If you do not want to test the validity
of the address you entered, click the check box to clear the check mark.

Authorized Send V6.4 Configuration Guide 69

2.5.1 Creating an Address Book Server
You can create up to 10 address book Servers.

When you create an address book server, you can either associate it with an
authentication server, which has been previously created, or you can create a
standalone address book server with no association to an authentication server.

IMPORTANT
• You must configure an address book for an authentication server to retrieve an
e-mail address for the user when authenticating against the authentication server.
• If you select the Kerberos protocol for the authentication method, make sure that
the device clock setting is properly synchronized with the configured authentication
server and address book server. For more information on synchronizing the device
clock with the server clock, see “Synchronizing the Device and Server Time,” on
p. 518.

NOTE
• To associate an address book with an authentication server, you must first create an
authentication server for Authorized Send. For instructions on creating an
authentication server, see “Creating an Authentication Server,” on p. 34.
• This option may be initially set on this screen, as well as configured and edited on
the Create Authentication Server screen.
• If you select [None] from the Authentication Server drop-down list when creating
an address book server, the address book server is not associated with an
authentication server, and does not interact with any other features of Authorized
Send. Select [None] if you want to create an address book server that can be
configured at a later time.

70 Authorized Send V6.4 Configuration Guide

 1. Click [E-Mail Service] ➞ [Address Book].

The Address Book Servers screen is displayed.

Authorized Send V6.4 Configuration Guide 71

 2. Click [Add].

The Create Address Book Server screen is displayed.

72 Authorized Send V6.4 Configuration Guide

 3. Specify whether you want to create an address book server with or without an
association to an authentication server.

3.1 If you want to create an address book server with an association to an

authentication server, select [Kerberos], [NTLM], [Simple], or
[Anonymous] from the Authentication Server drop-down list under
<Retrieve User E-Mail Address for the Following Authentication Server>.

Authorized Send V6.4 Configuration Guide 73

 IMPORTANT
If you select [Kerberos], [NTLM], or [Simple] as the authentication
server, [Same as Authentication Server] appears as an additional setting
under <Address Book Settings>. Select [Yes] to create the address book
with the same configuration settings as the selected authentication
server. If you select [No], you must enter the configuration information
for the authentication method.

NOTE
The items in the Authentication Server drop-down list correspond to
previously registered authentication servers.

3.1.1 If you select a Kerberos or NTLM authentication server,

configure the Address Book Settings and Scan to Home
Directory Settings ➞ proceed to step 5.

74 Authorized Send V6.4 Configuration Guide

 Address Book Settings

Same as Select [Yes] to create the address book with the

Authentication same configuration settings as the selected
Server: authentication server. If you select [No],
proceed to step 4 and enter the configuration
information for the authentication method.

NOTE
Although step 4 shows a standalone address
book server with no association to an
authentication server, the configuration
information is identical to if you were creating
an address book server with an association to
an authentication server (except for selecting
[None] for the authentication server and not
displaying [Same as Authentication Server]).

Search Root: Specify the search root for searching the user’s
home directory via LDAP.

Depending on your environment, you must enter

the Base DN (Distinguished Name) of the
location of the user accounts.

[Search Root] only appears if the [Retrieve

Home Directory (Active Directory only)] check
box is selected.

The default value for the Search Root text box is

blank if the Domain Name text box is blank. If
the Domain Name text box is populated, the
Search Root text box is automatically populated
based on the text entered in the Domain Name
text box.

LDAP Match Select [sAMAccountName],

Attribute: [userPrincipalName], or [uid] from the
drop-down list to determine which attribute to
use for LDAP match. The default setting is
‘sAMAccountName’.

Authorized Send V6.4 Configuration Guide 75

 Other: If you select this check box, the LDAP Match
Attribute drop-down list becomes a text box,
where you can enter the LDAP Match Attribute
to be used for e-mail address retrieval. You can
enter a string that consists of any character, and
an unlimited number of characters. If the
[Retrieve Home Directory (Active Directory
only)] check box is selected under <Scan to
Home Directory Settings>, the value entered
here is also used for Home Directory retrieval.

LDAP Email Enter the e-mail LDAP attribute to pull the

Attribute: user’s e-mail address.

An example for Active Directory is ‘mail’.

Maximum Select [10], [25], [50], [75], or [100] from the

Search Results: drop-down list for the maximum number of
search results that you want displayed on the
Authorized Send ADDRESS BOOK screen on
the machine. The default setting is ‘25’.

76 Authorized Send V6.4 Configuration Guide

 Scan to Home Directory Settings

Retrieve Home Select this check box to obtain the currently

Directory logged on user’s home directory information
(Active from the address book server with the LDAP
Directory only): attribute of “Home Directory.” This creates a
Home Directory element in the Preselected
Share drop-down list on the Scan to Folder
Preset Shares configuration screen.

IMPORTANT
If this check box is selected, and the [Retrieve
Home Directory (Active Directory only]
check box on the Create Authentication Server
screen is also selected, the authentication
server is checked first for the Home Directory.
If no Home Directory is found on the
authentication server, then the address book
server is searched.

IMPORTANT
If you select the Kerberos protocol for the authentication
method, make sure that the device clock setting is properly
synchronized with the configured authentication server and
address book server. For more information on synchronizing
the device clock with the server clock, see “Synchronizing the
Device and Server Time,” on p. 518.

Authorized Send V6.4 Configuration Guide 77

 3.1.2 If you select a Simple authentication server, configure the
Address Book Settings and Scan to Home Directory Settings ➞
proceed to step 5.

Address Book Settings

Same as Select [Yes] to create the address book with the

Authentication same configuration settings as the selected
Server: authentication server. If you select [No],
proceed to step 4 and enter the configuration
information for the authentication method.

NOTE
Although step 4 shows a standalone address
book server with no association to an
authentication server, the configuration
information is identical to if you were creating
an address book server with an association to
an authentication server (except for selecting
[None] for the authentication server and not
displaying [Same as Authentication Server]).

78 Authorized Send V6.4 Configuration Guide

 LDAP Email Enter the e-mail LDAP attribute to pull the
Attribute: user’s e-mail address.

An example for Active Directory is ‘mail’.

Maximum Select [10], [25], [50], [75], or [100] from the

Search Results: drop-down list for the maximum number of
search results that you want displayed on the
Authorized Send ADDRESS BOOK screen on
the machine. The default setting is ‘25’.

Scan to Home Directory Settings

Retrieve Home Select this check box to obtain the currently

Directory logged on user’s home directory information
(Active from the address book server with the LDAP
Directory only): attribute of “Home Directory.” This creates a
Home Directory element in the Preselected
Share drop-down list on the Scan to Folder
Preset Shares configuration screen.

IMPORTANT
If this check box is selected, and the [Retrieve
Home Directory (Active Directory only]
check box on the Create Authentication Server
screen is also selected, the authentication
server is checked first for the Home Directory.
If no Home Directory is found on the
authentication server, then the address book
server is searched.

3.1.3 If you select an Anonymous authentication server, proceed to

step 4 and enter the configuration information for the
authentication method.

NOTE
Although step 4 shows a standalone address book server with
no association to an authentication server, the configuration
information is identical to if you were creating an address book
server with an association to an authentication server (except
for selecting [None] for the authentication server and not
displaying [Same as Authentication Server]).

Authorized Send V6.4 Configuration Guide 79

 3.2 If you want to create a standalone address book server with no association
to an authentication server, select [None] from the Authentication Server
drop-down list under <Retrieve User E-Mail Address for the Following
Authentication Server>.

NOTE
• The items in the Authentication Server drop-down list correspond to
previously registered authentication servers.
• If you select [None] from the Authentication Server drop-down list, the
address book server you create is not associated with an authentication
server and does not interact with any other features of Authorized Send.
Select [None] if you want to create an address book server that can be
configured at a later time.

80 Authorized Send V6.4 Configuration Guide

 4. Select the authentication method from the Method drop-down list.

Kerberos: The machine communicates directly to Active Directory.

NTLM: The machine communicates directly to Active Directory.

Simple: Necessary, if you use Domino or eDirectory for authentication.

Anonymous: Authorized Send uses no user login credentials to search the

address book for e-mail addresses.

Authorized Send V6.4 Configuration Guide 81

 4.1 If you select [Kerberos] as the authentication method, configure the
Address Book Settings and Scan to Home Directory Settings.

Address Book Settings

Method: Kerberos

Pull Host from Select [Yes] to automatically pull the host information
DNS: from the DNS after you click [Create]. Select [No] if you
want to manually configure the host information. The
default setting is ‘No’.

If you select the [Yes] radio button, the first “live”

domain controller is used as the address book server after
you click [Create].

Pull Port from This setting is only displayed when Pull Host from DNS
DNS: is set to ‘Yes’. Select this check box if you want the Port
text box to be dynamically populated from the DNS.

Host: This text box is displayed only if Pull Host from DNS is
set to ‘No’. Enter the DNS name or IP address of the
address book server.

82 Authorized Send V6.4 Configuration Guide

 Port: This text box is displayed only if Pull Host from DNS is
set to ‘No’, and if the [Pull Port from DNS] check box is
not selected. Enter the connecting port number of the
address book server. You can enter a maximum of five
numbers. The default port number is ‘389’.

SSL: This check box is displayed only if Pull Host from DNS
is set to ‘No’ and if the [Pull Port from DNS] check box
is not selected. Select this check box if you want the
address book server to use SSL. If you select this check
box, the host port number automatically changes to ‘636’.

Test: This check box is displayed only if Pull Host from DNS
is set to ‘No’. Select this check box if you want the
connection to the address book server to be verified
before you save the settings. The [Test] check box is
selected by default.

Hostname: This text box is displayed only if Pull Host from DNS is
set to ‘No’. Enter the host name of the address book
server.

Domain Name: Enter the address book server domain for this device. The
default value is pulled from the device.

Use Public Select [Yes] to use the public credentials (Public User
Credentials: Name and Public Password) configured by the System
Administrator. Select [No] to use Anonymous binding.
The default setting is ‘No’.

Public User This text box is displayed only if Use Public Credentials
Name: is set to ‘Yes’. If [Yes] is selected for Use Public
Credentials, you must enter the user name for
authentication against the address book server. You can
enter a string that consists of any character, and an
unlimited number of characters.

Public This text box is displayed only if Use Public

Password: Credentials is set to ‘Yes’. It is used as the password for
authentication against the address book server. It is an
optional text box. You can enter a string that consists of
any character, and an unlimited number of characters.

Authorized Send V6.4 Configuration Guide 83

 Search Root: Specify the search root for searching the user’s home
directory via LDAP.

Depending on your environment, you must enter the Base

DN (Distinguished Name) of the location of the user
accounts.

The default value for the Search Root text box is blank if
the Domain Name text box is blank. If the Domain Name
text box is populated, the Search Root text box is
automatically populated, based on the text entered in the
Domain Name text box.

LDAP Match Select [sAMAccountName],

Attribute: [userPrincipalName], or [uid] from the
drop-down list to determine which attribute to use for
LDAP match. The default setting is ‘sAMAccountName’.

Other: If you select this check box, the LDAP Match Attribute
drop-down list becomes a text box, where you can enter
the LDAP Match Attribute to be used for e-mail address
retrieval. You can enter a string that consists of any
character, and an unlimited number of characters. If the
[Retrieve Home Directory (Active Directory only)] check
box is selected under <Scan to Home Directory
Settings>, the value entered here is also used for Home
Directory retrieval.

LDAP Email Enter the e-mail LDAP attribute to pull the user’s e-mail
Attribute: address.

An example for Active Directory is ‘mail’.

Maximum Select [10], [25], [50], [75], or [100] from the drop-down
Search Results: list for the maximum number of search results that you
want displayed on the Authorized Send ADDRESS
BOOK screen on the machine. The default setting is ‘25’.

84 Authorized Send V6.4 Configuration Guide

 Scan to Home Directory Settings

Retrieve Home Select this check box to obtain the currently logged on
Directory user’s home directory information from the address
(Active book server with the LDAP attribute of “Home
Directory only): Directory.” This creates a Home Directory element in the
Preselected Share drop-down list on the Scan to Folder
Preset Shares configuration screen.

IMPORTANT
If this check box is selected, and the [Retrieve Home
Directory (Active Directory only] check box on the
Create Authentication Server screen is also selected, the
authentication server is checked first for the Home
Directory. If no Home Directory is found on the
authentication server, then the address book server is
searched.

IMPORTANT
• If you select the Kerberos protocol for the authentication method, make
sure that the device clock setting is properly synchronized with the
configured authentication server and address book server. For more
information on synchronizing the device clock with the server clock, see
“Synchronizing the Device and Server Time,” on p. 518.
• Select the [Test] check box if you want to test the validity of the IP
addresses you entered before saving.
• If validation fails, an error message is displayed. Enter the correct
information ➞ click [Save].

NOTE
The [Test] check box is selected by default. If you do not want to test
the validity of the addresses you entered, click the check box to clear
the check mark.

Authorized Send V6.4 Configuration Guide 85

 4.2 If you select [NTLM] as the authentication method, configure the Address
Book Settings and Scan to Home Directory Settings.

86 Authorized Send V6.4 Configuration Guide

 Address Book Settings

Method: NTLM

Pull Host from Select [Yes] to automatically pull the host information
DNS: from the DNS after you click [Create]. Select [No] if you
want to manually configure the host information. The
default setting is ‘No’.

If you select the [Yes] radio button, the first “live”

domain controller is used as the address book server after
you click [Create].

Pull Port from This setting is only displayed when Pull Host from DNS
DNS: is set to ‘Yes’. Select this check box if you want the Port
text box to be dynamically populated from the DNS.

Pulled Host: This field is only displayed when Pull Port from DNS is
set to ‘Yes’. The text displayed is the FQDN of the
machine.

Pulled This field is only displayed when Pull Port from DNS is
Hostname: set to ‘Yes’. The text displayed is a truncated version of
the machine’s name.

Host: This text box is displayed only if Pull Host from DNS is
set to ‘No’. Enter the DNS name or IP address of the
address book server.

Port: This text box is displayed only if Pull Host from DNS is
set to ‘No’ and if the [Pull Port from DNS] check box is
not selected. Enter the connecting port number of the
address book server. You can enter a maximum of five
numbers. The default port number is ‘389’.

SSL: This check box is displayed only if Pull Host from DNS
is set to ‘No’ and if the [Pull Port from DNS] check box
is not selected. Select this check box if you want the
address book server to use SSL. If you select this check
box, the host port number automatically changes to ‘636’.

Test: This check box is displayed only if Pull Host from DNS
is set to ‘No’. Select this check box if you want the
connection to the address book server to be verified
before you save the settings. The [Test] check box is
selected by default.

Authorized Send V6.4 Configuration Guide 87

 Domain Name: Enter the address book server domain for this device. The
default value is pulled from the device.

Use Public Select [Yes] to use the public credentials (Public User
Credentials: Name and Public Password) configured by the System
Administrator. Select [No] to use Anonymous binding.
The default setting is ‘No’.

Public User This text box is displayed only if Use Public Credentials
Name: is set to ‘Yes’. If [Yes] is selected for Use Public
Credentials, you must enter the user name for
authentication against the address book server. You can
enter a string that consists of any character, and an
unlimited number of characters.

Public This text box is displayed only if Use Public Credentials

Password: is set to ‘Yes’. It is used as the password for
authentication against the address book server. It is an
optional text box. You can enter a string that consists of
any character, and an unlimited number of characters.

Search Root: Specify the search root for searching the user’s home
directory via LDAP.

Depending on your environment, you must enter the Base

DN (Distinguished Name) of the location of the user
accounts.

The default value for the Search Root text box is blank if
the Domain Name text box is blank. If the Domain Name
text box is populated, the Search Root text box is
automatically populated based on the text entered in the
Domain Name text box.

LDAP Match Select [sAMAccountName],

Attribute: [userPrincipalName], or [uid] from the
drop-down list to determine which attribute to use for
LDAP match. The default setting is ‘sAMAccountName’.

88 Authorized Send V6.4 Configuration Guide

 Other: If you select this check box, the LDAP Match Attribute
drop-down list becomes a text box, where you can enter
the LDAP Match Attribute to be used for e-mail address
retrieval. You can enter a string that consists of any
character, and an unlimited number of characters. If the
[Retrieve Home Directory (Active Directory only)] check
box is selected under <Scan to Home Directory
Settings>, the value entered here is also used for Home
Directory retrieval.

LDAP Email Enter the e-mail LDAP attribute to pull the user’s e-mail
Attribute: address.

An example for Active Directory is ‘mail’.

Maximum Select [10], [25], [50], [75], or [100] from the drop-down
Search Results: list for the maximum number of search results that you
want displayed on the Authorized Send ADDRESS
BOOK screen on the machine. The default setting is ‘25’.

Authorized Send V6.4 Configuration Guide 89

 Scan to Home Directory Settings

Retrieve Home Select this check box to obtain the currently logged on
Directory user’s home directory information from the address
(Active book server with the LDAP attribute of “Home
Directory only): Directory.” This creates a Home Directory element in the
Preselected Share drop-down list on the Scan to Folder
Preset Shares configuration screen.

IMPORTANT
If this check box is selected, and the [Retrieve Home
Directory (Active Directory only] check box on the
Create Authentication Server screen is also selected, the
authentication server is checked first for the Home
Directory. If no Home Directory is found on the
authentication server, then the address book server is
searched.

IMPORTANT
• Select the [Test] check box if you want to test the validity of the IP
addresses you entered before saving.
• If validation fails, an error message is displayed. Enter the correct
information ➞ click [Save].

NOTE
The [Test] check box is selected by default. If you do not want to test the
validity of the addresses you entered, click the check box to clear the
check mark.

90 Authorized Send V6.4 Configuration Guide

 4.3 If you select [Simple] as the authentication method, configure the Address
Book Settings and Scan to Home Directory Settings.

Address Book Settings

Method: Simple

Host: Enter the DNS name or IP address of the address book

server.

Port: Enter the connecting port number of the address book

server. You can enter a maximum of five numbers. The
default port number is ‘389’.

SSL: Select this check box if you want the address book server
to use SSL. If you select this check box, the host port
number automatically changes to ‘636’.

Test: Select this check box if you want the connection to the
address book server to be verified before you save the
settings. The [Test] check box is selected by default.

Domain Name: Enter the address book server domain for this device. The
default value is pulled from the device.

Authorized Send V6.4 Configuration Guide 91

 Use Public Select [Yes] to configure the public credentials (Public
Credentials: DN and Public Password), or select [No] to use
anonymous binding. The default setting is ‘No’.
Public DN: This text box is displayed only if Use Public Credentials
is set to ‘Yes’. If Use Public Credentials is set to ‘Yes’,
you must enter the user’s login Distinguished Name to
use when performing the first bind of the Simple Binding
process.

Public This text box is displayed only if Use Public Credentials

Password: is set to ‘Yes’. It is used as the password for
authentication against the address book server. It is an
optional text box. You can enter a string that consists of
any character, and an unlimited number of characters.

Search Root: Specify the search root for searching the user’s home
directory via LDAP.

Depending on your environment, you must enter the Base

DN (Distinguished Name) of the location of the user
accounts.

The default value for the Search Root text box is blank if
the Domain Name text box is blank. If the Domain Name
text box is populated, the Search Root text box is
automatically populated based on the text entered in the
Domain Name text box.

LDAP Match Select [sAMAccountName],

Attribute: [userPrincipalName], or [uid] from the
drop-down list to determine which attribute to use for
LDAP match. The default setting is ‘sAMAccountName’.

Other: If you select this check box, the LDAP Match Attribute
drop-down list becomes a text box, where you can enter
the LDAP Match Attribute to be used for e-mail address
retrieval. You can enter a string that consists of any
character, and an unlimited number of characters. If the
[Retrieve Home Directory (Active Directory only)] check
box is selected under <Scan to Home Directory
Settings>, the value entered here is also used for Home
Directory retrieval.

92 Authorized Send V6.4 Configuration Guide

 LDAP Email Enter the e-mail LDAP attribute to pull the user’s e-mail
Attribute: address.

An example for eDirectory and Domino is ‘mail’.

Maximum Select [10], [25], [50], [75], or [100] from the drop-down
Search Results: list for the maximum number of search results that you
want displayed on the Authorized Send ADDRESS
BOOK screen on the machine. The default setting is ‘25’.

Scan to Home Directory Settings

Retrieve Home Select this check box to obtain the currently logged on
Directory user’s home directory information from the address
(Active book server with the LDAP attribute of “Home
Directory only): Directory.” This creates a Home Directory element in the
Preselected Share drop-down list on the Scan to Folder
Preset Shares configuration screen.

IMPORTANT
If this check box is selected, and the [Retrieve Home
Directory (Active Directory only] check box on the
Create Authentication Server screen is also selected, the
authentication server is checked first for the Home
Directory. If no Home Directory is found on the
authentication server, then the address book server is
searched.

IMPORTANT
• Select the [Test] check box if you want to test the validity of the IP
addresses you entered before saving.
• If validation fails, an error message is displayed. Enter the correct
information ➞ click [Save].

NOTE
The [Test] check box is selected by default. If you do not want to test the
validity of the addresses you entered, click the check box to clear the
check mark.

Authorized Send V6.4 Configuration Guide 93

 4.4 If you select [Anonymous] as the authentication method, configure the
Address Book Settings and Scan to Home Directory Settings.

Address Book Settings

Method: Anonymous

Host: Enter the DNS name or IP address of the address book

server.

Port: Enter the connecting port number of the address book

server. You can enter a maximum of five numbers. The
default port number is ‘389’.

SSL: Select this check box if you want the address book server
to use SSL. If you select this check box, the host port
number automatically changes to ‘636’.

Test: Select this check box if you want the connection to the
address book server to be verified before you save the
settings. The [Test] check box is selected by default.

Domain Name: Enter the address book server domain for this device. The
default value is pulled from the device.

94 Authorized Send V6.4 Configuration Guide

 Search Root: Specify the search root for searching the user’s home
directory via LDAP.

Depending on your environment, you must enter the Base

DN (Distinguished Name) of the location of the user
accounts.

The default value for the Search Root text box is blank if
the Domain Name text box is blank. If the Domain Name
text box is populated, the Search Root text box is
automatically populated based on the text entered in the
Domain Name text box.

LDAP Match Select [sAMAccountName],

Attribute: [userPrincipalName], or [uid] from the
drop-down list to determine which attribute to use for
LDAP match. The default setting is ‘sAMAccountName’.

Other: If you select this check box, the LDAP Match Attribute
drop-down list becomes a text box, where you can enter
the LDAP Match Attribute to be used for e-mail address
retrieval. You can enter a string that consists of any
character, and an unlimited number of characters. If the
[Retrieve Home Directory (Active Directory only)] check
box is selected under <Scan to Home Directory
Settings>, the value entered here is also used for Home
Directory retrieval.

LDAP Email Enter the e-mail LDAP attribute to pull the user’s e-mail
Attribute: address.

An example for Active Directory, eDirectory, and

Domino is ‘mail’.

Maximum Select [10], [25], [50], [75], or [100] from the drop-down
Search Results: list for the maximum number of search results that you
want displayed on the Authorized Send ADDRESS
BOOK screen on the machine. The default setting is ‘25’.

Authorized Send V6.4 Configuration Guide 95

 Scan to Home Directory Settings

Retrieve Home Select this check box to obtain the currently logged on
Directory user’s home directory information from the address
(Active book server with the LDAP attribute of “Home
Directory only): Directory.” This creates a Home Directory element in the
Preselected Share drop-down list on the Scan to Folder
Preset Shares configuration screen.

IMPORTANT
If this check box is selected, and the [Retrieve Home
Directory (Active Directory only] check box on the
Create Authentication Server screen is also selected, the
authentication server is checked first for the Home
Directory. If no Home Directory is found on the
authentication server, then the address book server is
searched.

IMPORTANT
• Select the [Test] check box if you want to test the validity of the IP
addresses you entered before saving.
• If validation fails, an error message is displayed. Enter the correct
information ➞ click [Save].

NOTE
The [Test] check box is selected by default. If you do not want to test the
validity of the addresses you entered, click the check box to clear the
check mark.

5. Click [Create].

If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

To cancel creating the address book server and return to the Address Book
Servers screen, click [Cancel].

The address book server is created and added to the address book servers list on
the Address Book Servers screen.

96 Authorized Send V6.4 Configuration Guide

2.5.2 Editing an Address Book Server
You can edit a previously created address book server from the Address Book Servers
configuration screen.

1. Click [E-Mail Service] ➞ [Address Book] ➞ select the check box next to the
address book server you want to edit ➞ click [Edit].

The Update Address Book Server screen is displayed.

Authorized Send V6.4 Configuration Guide 97

 2. Edit the settings for the address book server as necessary ➞ click [Update].

If you make a mistake while editing the settings, click [Reset] to return the
settings to their original values.

To cancel editing the address book server and return to the Address Book Servers
screen, click [Cancel].

98 Authorized Send V6.4 Configuration Guide

2.5.3 Deleting an Address Book Server
You can delete a previously created address book server from the Address Book
Servers configuration screen.

1. Click [E-Mail Service] ➞ [Address Book] ➞ select the check box next to the
address book server you want to delete ➞ click [Delete].

Authorized Send V6.4 Configuration Guide 99

 2. Click [OK].

If you do not want to delete the address book server, click [Cancel].

The address book server is deleted from the list.

100 Authorized Send V6.4 Configuration Guide

2.6 Configuring the Scan to E-Mail Settings
You can configure the Scan to E-Mail function, which enables users to scan and send
documents via an SMTP server.

IMPORTANT
• If an AMS enabled login application is installed and running on the machine, [Scan to
E-Mail] may be displayed but disabled on the machine, based on the role of the user
that logged on to the login application, even if the Scan to E-Mail function is enabled
in the Authorized Send Configuration servlet.
• If an AMS enabled login application is installed and running on the machine, and the
login application specifies that scanning is disabled, the functions that were enabled
in the Authorized Send Configuration servlet are all disabled on the machine, and an
error message is displayed.

1. Click [Scan to E-Mail].

The Scan to E-Mail screen is displayed.

Authorized Send V6.4 Configuration Guide 101

 2. Configure the settings under <Access Controls>.

Access Controls

E-mail to self only: Select this check box if you want to restrict users to only
send e-mail messages to themselves, and to automatically
disable the [Address Book] key and the [To] text box on
the Authorized Send SCAN TO E-MAIL screen on the
machine.

Disabled Column

Address Book: Select this check box if you want to restrict user access to
the [Address Book] key on the Authorized Send SCAN TO
E-MAIL screen on the machine. If you select this check
box, the [Address Book] key is not displayed on the
Authorized Send SCAN TO E-MAIL screen on the
machine. The user can manually specify an e-mail address,
but cannot select an address from the address book.

102 Authorized Send V6.4 Configuration Guide

 To: Select this check box if you want to prevent the user from manually
entering an e-mail address. If you select this check box, the [To] text
box on the Authorized Send SCAN TO E-MAIL screen on the
machine is disabled and grayed out. The user can select an e-mail
address from the address book, but cannot manually specify an
address.

Self: This check box is displayed only when the [E-mail to self only]
check box is not selected. When the [Self] check box is selected, the
e-mail address of the user logged on to Authorized Send is displayed
in the [To] text box on the Authorized Send SCAN TO
E-MAIL screen on the machine. This check box is selected by
default.

IMPORTANT
You must select the [Self] check box if you selected the [Address
Book] and [To] check boxes at the same time, and the default
value for the To text box is blank.

Subject: Select this check box to disable the [Subject] text box on the
Authorized Send SCAN TO E-MAIL screen on the machine.

Required: Select this check box if you require the user to enter a subject for
their e-mail messages.

Body: Select this check box to disable the [Body] text box on the
Authorized Send SCAN TO E-MAIL screen on the machine.

File Name: Select this check box to disable the [File Name] text box on the
Authorized Send SCAN TO E-MAIL screen on the machine.

Authorized Send V6.4 Configuration Guide 103

 Default Value Column

To: Enter the default e-mail address to be displayed in the [To] text box
on the Authorized Send SCAN TO E-MAIL screen on the machine.
This text box is required only if the [Address Book] and [To] check
boxes are selected, and the [Self] check box is not selected. You can
enter a string that consists of any character, and an unlimited number
of characters.

Subject: Enter a default subject to be displayed in the [Subject] text box on

the Authorized Send SCAN TO E-MAIL screen on the machine.
This text box is required only if the [Subject] and [Required] check
boxes are selected. You can enter a string that consists of any
character, and a maximum number of 255 characters.

Body: Enter a default e-mail message to be displayed in the [Body] text box
on the Authorized Send SCAN TO E-MAIL screen on the machine.
This scrolling box is optional. You can enter a string that consists of
any character, and a maximum number of 255 characters.

File Name: Enter the default file name to be displayed in the [File Name] text
box on the Authorized Send SCAN TO E-MAIL screen on the
machine. This text box is optional. You can enter a string that
consists of any character, and a maximum number of 251 characters.

104 Authorized Send V6.4 Configuration Guide

 3. Configure the settings under <General Settings>.

General Settings

E-Mail Button Label: Enter the label for the [Scan to E-Mail] key that appears on
the Authorized Send MAIN screen on the machine. It is a
required text box that cannot be left blank. The number of
any characters permitted is restricted by the width of the
Scan to E-Mail icon.

Default Select this check box if you want to use the default E-Mail
Button Label setting (‘Scan to E-Mail’). The E-Mail Button
Label text box cannot be changed when the Default check
box is selected.

File Name Templates: Enter one or more File Name Templates which the user can
select when creating a scan job. The names in this list are
created under the <File Name> tab. See “Configuring the
File Name,” on p. 407. The default value is ‘Default’.
Separate entries must be separated by commas. You can
enter the File Name Templates manually or select the
Templates from the Append drop-down list and click
[Append].

Authorized Send V6.4 Configuration Guide 105

 Append: Click [Append] to add a File Name Template (set in the
Append drop-down list) to the string in the [File Name
Templates] text box.

Append Select a pre-defined File Name Template that is added to

drop-down: the string in the [File Name Templates] text box after you
click [Append].

E-mail CC to self: Select this check box if you want a copy of each e-mail
message sent via the Authorized Send SCAN TO E-MAIL
screen on the machine to be sent to the currently logged on
user’s e-mail address. This check box is selected by default.

Enable Metadata Select this check box if you want all scans sent using the
Sending: Scan to E-Mail function to be accompanied by an XML
file, which contains metadata as defined on the Metadata
Index screen. This check box is not selected by default.

Copy to Sent Folder: Select this check box if you want all e-mail messages sent
from the Authorized Send SCAN TO E-MAIL screen on
the machine to send a copy to the Exchange mail server’s
Sent folder. This check box is not selected by default.

IMAP Server This text box is displayed only if the [Copy to Sent Folder]
Address: check box is selected. Enter the IP address or DNS name of
the IMAP server. The default value is pulled from the value
entered in the [SMTP Server Address] text box on the
E-Mail Service screen.

Port: This text box is displayed only if the [Copy to Sent Folder]
check box is selected. Enter the connecting port number of
the IMAP server. You can enter a maximum of five
numbers. The default port number is ‘143’.

SSL: This check box is displayed only if the [Copy to Sent

Folder] is selected. Select this check box if you want the
connection to the IMAP server to be over the IMAPS
protocol and port. If you select this check box, the port
number automatically changes to ‘993’.

Test: This check box is displayed only if the [Copy to Sent

Folder] is selected. Select this check box if you want the
connection to the IMAP server to be verified before you
save the settings. The [Test] check box is selected by
default.

106 Authorized Send V6.4 Configuration Guide

 Enter Sent Folder This text box is displayed only if the [Copy to Sent Folder]
Name: check box is selected. Enter the name of the destination
folder on the target IMAP server where the scanned
documents are sent by Authorized Send. The default setting
is ‘Sent Items’.

Job Status Select this check box if you want the logged on user of the
Notification: Scan to E-Mail session to receive confirmation printout or
email.

Print Job Status: The [Print Job Status] check box is displayed only when the
[Job Status Notification] check box is selected. Select this
check box if you want the logged on user of the Scan to
E-Mail session to receive a confirmation printout.

E-Mail Job Status The [E-Mail Job Status to Self] check box is displayed only
to Self: when the [Job Status Notification] check box is selected.
Select this check box if you want the logged on user of the
Scan to E-Mail session to receive a confirmation email.

Enable E-Mail Select this check box to append a disclaimer message to

Disclaimer: all Scan to E-Mail jobs. The disclaimer appears after the
main body of text. This check box is unselected by default

E-Mail Disclaimer: Enter the text to append to Scan to E-Mail jobs in the
[E-Mail Disclaimer] text box. The text box must have at
least one character and no more than 5,000 characters. The
[E-Mail Disclaimer] text box appears only if the [Enable E-
Mail Disclaimer] check box is enabled.

4. Click [Save].

NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

Authorized Send V6.4 Configuration Guide 107

2.7 Configuring the Scan to Folder Settings
You can configure the Scan to Folder function, which enables users to scan and send
documents to a specified folder or directory on the network, and create preset shares.

IMPORTANT
• If an AMS enabled login application is installed and running on the machine, [Scan to
Folder] may be displayed but disabled on the machine, based on the role of the user
that logged on to the login application, even if the Scan to Folder function is enabled
in the Authorized Send Configuration servlet.
• If an AMS enabled login application is installed and running on the machine, and the
login application specifies that scanning is disabled, the functions that were enabled
in the Authorized Send Configuration servlet are all disabled on the machine, and an
error message is displayed.

1. Click [Scan to Folder] ➞ [General].

The Scan to Folder screen is displayed.

108 Authorized Send V6.4 Configuration Guide

 2. Configure the settings under <Access Controls>.

Access Controls

Scan to Home Select this check box if you want to automatically disable
Directory/Preselected the [Preset Share], [File Server/Path], and [Browse] check
Share only: boxes with one click.

Disabled Column

Preset Share: Select this check box if you want to prevent the user from
selecting a preset share from the Preset Share drop-down
list on the Authorized Send SCAN TO FOLDER screen on
the machine. If you select this check box, the Preset Share
drop-down list is disabled and grayed out.

File Server/Path: Select this check box if you want to disable and gray out
the [File Server] and [File Path] text boxes on the
Authorized Send SCAN TO FOLDER screen on the
machine.

Authorized Send V6.4 Configuration Guide 109

 Browse: Select this check box if you want to disable the [Browse]
key on the Authorized Send SCAN TO FOLDER screen on
the machine. If you select this check box, the [Browse] key
does not appear on the Authorized Send SCAN TO
FOLDER screen on the machine.

File Name: Select this check box if you want to prevent the user from
using the [File Name] text box on the Authorized Send
SCAN TO FOLDER screen on the machine. If you select
this check box, the [File Name] text box is disabled and
grayed out.

Default Value Column

File Name: Enter the default file name to be displayed in the [File
Name] text box on the Authorized Send SCAN TO
FOLDER screen on the machine. This text box is optional.
You can enter a string that consists of any character, and a
maximum of 251 characters.

110 Authorized Send V6.4 Configuration Guide

 3. Configure the settings under <General Settings>.

General Settings

Folder Button Label: Enter the label for the [Scan to Folder] key that appears on
the Authorized Send MAIN screen on the machine. This is
a required text box that cannot be left blank. The number of
any characters permitted is restricted by the width of the
Scan to Folder icon.

Default Select this check box if you want to use the default Folder
Button Label setting (‘Scan to Folder’). The Folder Button
Label text box cannot be changed when the Default check
box is selected.

File Name Templates: Enter one or more File Name Templates which the user can
select when creating a scan job. The names in this list are
created under the <File Name> tab. See “Configuring the
File Name,” on p. 407. The default value is ‘Default’.
Separate entries must be separated by commas. You can
enter the File Name Templates manually or select the
Templates from the Append drop-down list and click
[Append].

Authorized Send V6.4 Configuration Guide 111

 Append: Click [Append] to add a File Name Template (set in the
Append drop-down list) to the string in the [File Name
Templates] text box.

Append Select a pre-defined File Name Template that is added to

drop-down: the string in the [File Name Templates] text box after you
click [Append].

Scan Setting Profile: Select a scan setting profile from the drop-down list. The
default setting is ‘Default’, which corresponds to the
default settings on the Scan Settings screen.

WINS Server IP: Enter the IP address of the NetBIOS name server. This text
box is optional. You can enter a string that consists of any
character, and an unlimited number of characters.

Test: Select this check box if you want the connection to the
WINS server to be verified before you save the settings.
The [Test] check box is selected by default.

Enable Metadata Select this check box if you want all scans sent to use the
Sending: Scan to Folder function and be accompanied by an XML
file, which contains metadata as defined on the Metadata
Index screen. This check box is not selected by default.

Use NetBIOS Session Select this check box if you want Authorized Send to
Only (Over TCP only use port number 139 for Scan to Folder operations. By
Port 139): default, Authorized Send first tries to use port number 445.
If this is unsuccessful, port number 139 is used.

Use NTLMSSP (if Select this check box if you want Authorized Send
NTLM authentication to use NTLMSSP if NTLM authentication is used. This
is used for Scan to check box is selected by default.
Folder:

Enable Dynamic Select this check box to automatically create any folders in
Folder Creation: the share path that may not exist when a user scans a
document. If this check box is not selected and the user
tries to scan to a folder that does not exist, an error message
is displayed and the folder is not created.

112 Authorized Send V6.4 Configuration Guide

 Only for Preset The [Only for Preset Shares] check box is displayed only if
Shares: the [Enable Dynamic Folder Creation] check box is
selected. Select this check box to enable dynamic folder
creation for preset shares that were only created by a
System Administrator. If a user enters a share path
manually, that does not exist and is not a preset share, an
error message is displayed, and the share is not dynamically
created when a user scans a document. If this check box is
not selected, a user can scan to any folder that does not
exist, and the folder is automatically created. This check
box is selected by default.

Use Temporary Select this check box to configure a temporary file

File Extension extension that is used only during the sending process.
During Sending: Once sending is complete, the temporary file extension is
automatically replaced with the appropriate extension of
the file type that was sent (PDF, PDF(Compct),
PDF(OCR), TIFF, TIFF(Single), JPEG, XPS,
XPS(Compct), XPS(OCR), PPT, PPT(OCR), or WORD).

Enter File The [Enter File Extension] text box is displayed only if
Extension: the [Use Temporary File Extension During Sending] check
box is selected. Enter the file extension to use while
sending a document to a folder. You can enter a maximum
of four alphanumeric characters. The default setting is
‘tmp’.

NOTE
• You can only use alphanumeric characters.
• Validation is performed after you click [Save] to make
sure that:
- The [Enter File Extension] text box is not empty.
- The maximum number of four alphanumeric characters
has not been exceeded.
• If validation fails, an error message is displayed.

Job Status Select this check box if you want the logged on user of the
Notification: Scan to Folder session to receive confirmation printout or
email.

Print Job Status: The [Print Job Status] check box is displayed only when the
[Job Status Notification] check box is selected. Select this
check box if you want the logged on user of the Scan to
Folder session to receive a confirmation printout.

Authorized Send V6.4 Configuration Guide 113

 E-Mail Job Status The [E-Mail Job Status to Self] check box is displayed only
to Self: when the [Job Status Notification] check box is selected.
Select this check box if you want the logged on user of the
Scan to Folder session to receive a confirmation email.

E-Mail Job Status The [E-Mail Job Status is Required] check box is
is Required: displayed only if the [Job Status Notification] and [E-Mail
Job Status to Self] check boxes are selected. Select this
check box if you want a confirmation e-mail message to be
sent to the logged on user of the Scan to Folder session. If
this check box is not selected, the [Email Confirmation]
check box is displayed on the SCAN TO FOLDER screen
on the machine, giving the user the option of receiving a
confirmation e-mail message.

Enable SMB Log: Select this check box if you want to include additional
SMB-related debugging information in the job
confirmation printout or email.

4. Click [Save].

NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

114 Authorized Send V6.4 Configuration Guide

2.7.1 Creating a Preset Share
You can create any number of preset shares.

1. Click [Scan to Folder] ➞ [Preset Shares].

The Preset Shares screen is displayed.

Authorized Send V6.4 Configuration Guide 115

 2. Click [Add].

The Create Share Name screen is displayed.

NOTE
• The default setting for Share Name is ‘Home Directory’. This setting is
automatically created by Authorized Send, and can be edited and deleted.
• ‘Home Directory’ appears automatically in the Preset Share drop-down list on
the Authorized Send SCAN TO FOLDER screen on the machine, if the
[Retrieve Home Directory (Active Directory only)] check box is selected on the
Create/Update Authentication Server screen or Create/Update Address Book
Server screen, and the home directory exists.

116 Authorized Send V6.4 Configuration Guide

 3. Configure the Share Name settings.

Create Share Name

Share Name: Enter a name for the preset share. This name is added to the
Preset Share drop-down list on the Authorized Send SCAN
TO FOLDER screen on the machine The Share Name is
case-sensitive. You can enter a string that consists of any
character, and a maximum of 31 characters.

File Server: Enter the DNS name or IP address to send scanned

documents. You can enter a string that consists of any
character, and an unlimited number of characters.

File Path: Enter the path of the folder to send scanned documents.
You can enter a string that consists of any character, and an
unlimited number of characters.

Append: Click [Append] to add a user’s name or home directory

variable (set in the Append drop-down list) to the string in
the [File Path] text box.

Authorized Send V6.4 Configuration Guide 117

 Append Select [User Name], [Home Directory], or [Index Field 1]
drop-down: through [Index Field 8] in conjunction with clicking
[Append] to add the user’s name or home directory variable
to the string in the [File Path] text box.

Use Login Select this check box to enable the User Name, Password,
Credential: and Domain text boxes to be used to log on to the File
server. This check box is selected by default. If you do not
select the [Use Login Credential] check box, the File server
uses the login credentials to start the scanning session.

User Name: This text box is displayed only if the [Use Login
Credential] check box is not selected. Enter the user name
to be used to log on to the File server in the [User Name]
text box. You can enter a string that consists of any
character, and a maximum of 255 characters.

Password: This text box is displayed only if the [Use Login

Credential] check box is not selected. Enter the password to
be used to log on to the File server in the [Password] text
box. You can enter a string that consists of any character,
and a maximum of 255 characters.

Domain: This text box is displayed only if the [Use Login

Credential] check box is not selected. Enter the domain to
be used to log on to the File server in the [Domain] text
box. You can enter a string that consists of any character,
and a maximum of 255 characters.

4. Click [Create].

If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

To cancel creating the preset share and return to the Preset Shares configuration
screen, click [Cancel].

118 Authorized Send V6.4 Configuration Guide

 5. If you want to specify a share name that automatically populates the value in the
Preset Share drop-down list on the Authorized Send SCAN TO FOLDER screen
on the machine, select a share name from the Preselected Share drop-down list ➞
click [Save].

NOTE
• The default setting for Share Name is ‘Home Directory’. This setting is
automatically created by Authorized Send, and can only be deleted, not edited.
• ‘Home Directory’ appears automatically in the Preset Share drop-down list on
the Authorized Send SCAN TO FOLDER screen on the machine, if the
[Retrieve Home Directory (Active Directory only)] check box is selected on the
Create/Update Authentication Server screen or Create/Update Address Book
Server screen, and the home directory exists.
• If [Retrieve Home Directory (Active Directory only)] check box is not selected
on the Create/Update Authentication Server screen or Create/Update Address
Book Server screen, or if the user’s home directory cannot be successfully
retrieved, ‘Select Share’ is displayed in the Preset Share drop-down list on the
Authorized Send SCAN TO FOLDER screen on the machine.

Authorized Send V6.4 Configuration Guide 119

2.7.2 Editing a Preset Share
You can edit a previously created preset share from the Preset Shares configuration
screen.

1. Click [Scan to Folder] ➞ [Preset Shares] ➞ select the check box next to the
preset share you want to edit ➞ click [Edit].

The Update Share Name screen is displayed.

120 Authorized Send V6.4 Configuration Guide

 2. Edit the settings for the preset share, as necessary ➞ click [Update].

If you make a mistake while editing the settings, click [Reset] to return the
settings to their original values.

NOTE
If you edit the default Home Directory share, you cannot change the share name
from the default “Home Directory”.

To cancel editing the preset share and return to the Preset Shares configuration
screen, click [Cancel].

Authorized Send V6.4 Configuration Guide 121

2.7.3 Deleting a Preset Share
You can delete a previously created preset share from the Preset Shares configuration
screen.

1. Click [Scan to Folder] ➞ [Preset Shares] ➞ select the check box next to the
preset share you want to delete ➞ click [Delete].

122 Authorized Send V6.4 Configuration Guide

 2. Click [OK] on the confirmation dialog box.

If you do not want to delete the preset share, click [Cancel].

The preset share is deleted from the list.

Authorized Send V6.4 Configuration Guide 123

2.8 Configuring the Scan to Fax Settings
You can configure the Scan to Fax function, which enables users to scan and send
documents to a fax machine, and create a fax address book.

IMPORTANT
• If an AMS enabled login application is installed and running on the machine, [Scan to
Fax] may be displayed but disabled on the machine, based on the role of the user that
logged on to the login application, even if the Scan to Fax function is enabled in the
Authorized Send Configuration servlet.
• If an AMS enabled login application is installed and running on the machine, and the
login application specifies that scanning is disabled, the functions that were enabled
in the Authorized Send Configuration servlet are all disabled on the machine, and an
error message is displayed.
• If the machine does not support faxing, the message <This device does not support
fax.> is displayed instead of the Scan to Fax settings.

1. Click [Scan to Fax] ➞ [General].

The Scan to Fax screen is displayed.

124 Authorized Send V6.4 Configuration Guide

 2. Configure the settings under <Access Controls>.

Access Controls

Disabled Item Column

Address Book: Select this check box if you want to restrict user access to
the [Address Book] key on the Authorized Send SCAN TO
FAX screen on the machine. If you select this check box,
the [Address Book] key is not displayed on the Authorized
Send SCAN TO FAX screen on the machine. The user can
manually specify a fax number, but cannot select a fax
number from the address book.

Address Book Entry This check box is displayed only if the [Address Book]
Add/Delete: check box is not selected. Select this check box if you want
to disable and hide the [Add] and [Delete] keys on the
Authorized Send FAX ADDRESS BOOK screen on the
machine.

Fax Numbers: Select this check box if you want to disable the [Fax
Numbers] text box on the Authorized Send SCAN TO FAX
screen on the machine.

Authorized Send V6.4 Configuration Guide 125

 Default Value Column

Fax Numbers: Enter a default fax number to be displayed in the [Fax

Number] text box on the Authorized Send SCAN TO FAX
screen on the machine. The [Fax Numbers] text box is
required only if both the [Address Book] and [Fax
Numbers] check boxes are selected. You can enter a string
that consists of only numbers separated by commas or
semicolons. The maximum number of characters you can
enter is 255. The default setting is blank.

3. Configure the settings under <General Settings>.

General Settings

Fax Button Label: Enter the label for the [Scan to Fax] key that appears on the
Authorized Send MAIN screen on the machine. It is a
required text box that cannot be left blank. The number of
any characters permitted is restricted by the width of the
Scan to Fax icon. The default setting is ‘Scan to Fax’.

126 Authorized Send V6.4 Configuration Guide

 Default: Select this check box if you want to use the default Fax
Button Label setting (‘Scan to Fax’). The Fax Button Label
text box cannot be changed when the Default check box is
selected.

Scan Setting Profile: Select a scan setting profile from the drop-down list. The
default setting is ‘Default’, which corresponds to the
default settings on the Scan Settings screen.

User Box for Select from [0] to [99] from the drop-down list. The value
Scanned Images: selected is used by Authorized Send to save temporary data
for each Authorized Send SCAN TO FAX session. The
default setting is ‘99’.

User Box PIN: Enter the value to be used by Authorized Send for access to
the User Box, if it requires a PIN. The default setting for
the [User Box PIN] text box is blank.

Job Status Select this check box if you want the logged on user of the
Notification: Scan to FTP session to receive confirmation printout or
email.

Print Job Status: The [Print Job Status] check box is displayed only when the
[Job Status Notification] check box is selected. Select this
check box if you want the logged on user of the Scan to
FTP session to receive a confirmation printout.

E-Mail Job Status The [E-Mail Job Status to Self] check box is displayed only
to Self: when the [Job Status Notification] check box is selected.
Select this check box if you want the logged on user of the
Scan to FTP session to receive a confirmation email.

4. Click [Save].

NOTE
• Validation is performed after you click [Save] to see if:
- The [Address Book] and [Fax Numbers] check boxes are both selected, and the
[Fax Numbers] text box is not empty.
- The maximum number of acceptable characters in the [Fax Numbers] text box
is 255.
- The [Fax Numbers] text box default value contains only numbers, commas, or
semicolons.
• If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

Authorized Send V6.4 Configuration Guide 127

2.8.1 Creating a Fax Address Book
You can create a Fax Address Book to store your fax numbers.

1. Click [Scan to Fax] ➞ [Address Book].

The Fax Address Book screen is displayed.

128 Authorized Send V6.4 Configuration Guide

 2. Input a fax address individually or upload it from a file. You can also export
saved fax addresses to a text file.

2.1 To input a fax address individually, click the [Input Address] tab.

Authorized Send V6.4 Configuration Guide 129

 2.1.1 Enter an address name in the [Address Name] text box.

You can enter a string that consists of any character, and a

maximum number of 32 characters.

2.1.2 Enter the fax number in the [Fax Number] text box.

You can enter an unlimited length of numbers only. No other

characters are acceptable.

130 Authorized Send V6.4 Configuration Guide

 2.1.3 Click [Add] to start the validation process.

Validation is performed to see if:

• The [Fax Number] text box is not empty.
• The [Fax Number] text box contains only numbers.
• The fax number is not a duplicate of any number already
entered in the Fax Address Book.
• The maximum number of fax addresses does not exceed 1000.

Authorized Send V6.4 Configuration Guide 131

 If the validation process is successful, the added fax address
appears in the Fax Address table. If it fails, an error message is
displayed in red.

NOTE
<Total Number of Addresses:> displays the number of fax
addresses that are in the Fax Addresses table. This number
varies as fax addresses are added to, or deleted from, the Fax
Addresses table.

132 Authorized Send V6.4 Configuration Guide

 2.2 To upload a fax address from a file, click the [Upload From File] tab.

Authorized Send V6.4 Configuration Guide 133

 2.2.1 Click [Browse] ➞navigate to the drive or directory containing
the file to upload ➞ select the file ➞ click [Open].

NOTE
The uploaded file extension must be “.txt” or “.csv,” and is not
case-sensitive.

134 Authorized Send V6.4 Configuration Guide

 2.2.2 Click [Add] to start the validation process.

Validation is performed to see if:

• The uploaded file is a text file with the following format
requirements:
- Each fax address entry is on a separate line.
- Each fax address entry contains an address name and fax
number separated by a comma
(“address_name,fax_number”).
- Since the address name is optional, the format “,fax_number”
is also acceptable.
• The address name, if used, does not exceed the maximum
number of 32 characters. If the fax address name exceeds 32
characters, it is truncated.

Authorized Send V6.4 Configuration Guide 135

 If the validation process is successful, the added fax address
appears in the Fax Addresses table. If it fails, an error message is
displayed in red.

NOTE
• Any line entry in the uploaded file that is in an invalid format
is reported as a failure with the line number. That line is
skipped, and uploading continues with the next line.
• Any fax address in the uploaded file that has already been
saved is ignored and reported as a duplicate. Only the number
of duplicates found in the file is reported, not the exact line
number.

136 Authorized Send V6.4 Configuration Guide

 2.3 To export the existing fax addresses to a text file, click the [Export
Existing Addresses] tab.

Authorized Send V6.4 Configuration Guide 137

 2.3.1 Click [Export].

The existing fax addresses are exported to a text file.

The exported text file is formatted, as described below:

• Each fax address entry is on a separate line.
• Each fax address entry contains an address name and fax
number separated by a comma (“address_name,fax_number”).
• Since the address name is optional, the format “,fax_number”
is also acceptable.

2.3.2 Click [File] ➞ [Save As] ➞ navigate to the drive or directory

where you want to save the file ➞ click [Save].

138 Authorized Send V6.4 Configuration Guide

 3. To delete a fax address, click the check box next to the fax address you want to
delete ➞ click [Delete Selected].

Authorized Send V6.4 Configuration Guide 139

 4. Click [OK].

If you do not want to delete the fax address, click [Cancel].

The fax address is deleted from the list.

140 Authorized Send V6.4 Configuration Guide

2.9 Configuring the Scan to I-Fax Settings
You can configure the Scan to I-Fax function, which enables users to scan and send
documents via an SMTP server, and create an I-Fax address book.

IMPORTANT
• If an AMS enabled login application is installed and running on the machine, [Scan to
I-Fax] may be displayed but disabled on the machine, even if the Scan to I-Fax
function is enabled in the Authorized Send Configuration servlet. This is based on the
role of the user who logged on via the login application.
• If an AMS enabled login application is installed and running on the machine, and the
login application specifies that scanning is disabled, the functions that were enabled
in the Authorized Send Configuration servlet are all disabled on the machine, and an
error message is displayed.

1. Click [Scan to I-Fax] ➞ [General].

The Scan to I-Fax screen is displayed.

Authorized Send V6.4 Configuration Guide 141

 2. Configure the settings under <Access Controls>.

Access Controls

Disabled Item Column

Address Book: Select this check box if you want to restrict user access to
the [Address Book] key on the Authorized Send SCAN TO
I-FAX screen on the machine. If you select this check box,
the [Address Book] key is not displayed on the Authorized
Send SCAN TO I-FAX screen on the machine. The user
can manually specify a fax number, but cannot select a fax
number from the address book.

Address Book Entry This check box is displayed only if the [Address Book]
Add/Delete: check box is not selected. Select this check box if you want
to disable and hide the [Add] and [Delete] keys on the
Authorized Send FAX ADDRESS BOOK screen on the
machine.

Fax Numbers: Select this check box if you want to disable the [Fax
Numbers] text box on the Authorized Send SCAN TO
I-FAX screen on the machine.

142 Authorized Send V6.4 Configuration Guide

 File Name: Select this check box to disable the [File Name] text box on
the Authorized Send SCAN TO I-FAX screen on the
machine.

Default Value Column

Fax Numbers: Enter a default fax number to be displayed in the [Fax

Number] text box on the Authorized Send SCAN TO
I-FAX screen on the machine. The [Fax Numbers] text box
is a required field only if both the [Address Book] and [Fax
Numbers] check boxes are selected. You can enter a string
that consists of alphanumeric characters, periods (“.”),
hyphens (“-“), spaces (“ “), and underscores (“_”),
separated by commas or semicolons. You can enter a
maximum of 255characters. The default setting is blank.

File Name: Enter the default file name to be displayed in the [File
Name] text box on the Authorized Send SCAN TO I-FAX
screen on the machine. This text box is optional. You can
enter a string that consists of any character, and a
maximum of 251 characters.

Authorized Send V6.4 Configuration Guide 143

 3. Configure the settings under <I-Fax Settings>.

144 Authorized Send V6.4 Configuration Guide

 I-Fax Settings

Fax Recipient Enter a custom string (including the fax number entered by
Template: the user) to be used as the e-mail address when sending
scanned documents to a fax server. This text box is
required. You can enter a string that consists of any
character, and an unlimited number of characters.

For example, if you enter

${FAXNUMBER}@faxserver.company.com as the
string, and the fax number entered by the user (for example,
‘1234567’) when sending from the Scan to I-Fax screen,
Authorized Send sends an e-mail message to the SMTP
server with “[email protected]” in the
“To:” text box.

NOTE
• The user does not see the template. The user only has to
enter the fax numbers on the Authorized Send SCAN TO
I-FAX screen on the machine.
• If you upgrade Authorized Send from V3.x to V6.4, the
fax template is automatically updated to the current
format, which would include: ‘${FAXNUMBER}’ as the
prefix to what was configured in V3.x.

Append: Click [Append] to add a dynamic variable (set in the

Append drop-down list) to the string in the Fax Recipient
Template. This is unnecessary if the string is entered
manually in the [Fax Recipient Template] text box.

Append drop-down: Select [Fax Number] in conjunction with clicking [Append]

adds the fax number variable ‘${FAXNUMBER}’ to the
string in the [Fax Recipient Template] text box.

Use SMTP Server Select this check box to enable the SMTP Server Address
Different from text box, Port text box, Test check box, and Enable SMTP
E-Mail Service: Authentication check box. The [Use SMTP Server
Different from E-Mail Service] check box is not selected
by default.

SMTP Server This text box is displayed only if the [Use SMTP Server
Address: Different from E-Mail Service] check box is selected. Enter
the DNS name or IP address of the SMTP server. You can
enter a string that consists of any character, and an
unlimited number of characters.

Authorized Send V6.4 Configuration Guide 145

 Port: This text box is displayed only if the [Use SMTP Server
Different from E-Mail Service] check box is selected. Enter
the connecting port number of the SMTP server. You can
enter a maximum of five numbers. The default port number
is ‘25’.

SSL: Select this check box if you want the SMTP server to use
SSL. If you select this check box, the SMTP server port
number automatically changes to ‘636’.

Test: This check box is displayed only if the [Use SMTP Server
Different from E-Mail Service] check box is selected.
Select this check box if you want the connection to the
SMTP server to be verified before you save the settings.
The [Test] check box is selected by default.

Enable SMTP This check box is displayed only if the [Use SMTP Server
Authentication: Different from E-Mail Service] check box is selected.
Select the [Enable SMTP Authentication] check box to
have the user authenticated on the SMTP server when using
the Scan to E-Mail or Scan to Fax function. The [Enable
SMTP Authentication] check box is not selected by default.

Use Public These radio buttons are displayed only if the [Enable
Credentials: SMTP Authentication] check box is selected. Select [Yes]
to configure the SMTP public credentials (SMTP Public
Username and SMTP Public Password). If [Yes] is
selected, enter the user’s SMTP public name and password
for SMTP authentication. The default setting is ‘No’.

SMTP Public This text box is displayed only if Use Public Credentials is
Username: set to ‘Yes’. Enter the user name for SMTP authentication.
You can enter a string that consists of any character, and an
unlimited number of characters.

SMTP Public This text box is displayed only if Use Public Credentials is
Password: set to ‘Yes’. Enter the password for SMTP authentication.
You can enter a string that consists of any character, and an
unlimited number of characters.

146 Authorized Send V6.4 Configuration Guide

 4. Configure the settings under <General Settings>.

General Settings

I-Fax Button Label: Enter the label for the [Scan to I-Fax] key that appears on
the Authorized Send MAIN screen on the machine. It is a
required text box that cannot be left blank. The number of
any characters permitted is restricted by the width of the
Scan to I-Fax icon.

Default Select this check box if you want to use the default I-Fax
Button Label setting (‘Scan to I-Fax’). The I-Fax Button
Label text box cannot be changed when the Default check
box is selected.

File Name Templates: Enter one or more File Name Templates which the user can
select when creating a scan job. The names in this list are
created under the <File Name> tab. See “Configuring the
File Name,” on p. 407. The default value is ‘Default’.
Separate entries must be separated by commas. You can
enter the File Name Templates manually or select the
Templates from the Append drop-down list and click
[Append].

Authorized Send V6.4 Configuration Guide 147

 Append: Click [Append] to add a File Name Template (set in the
Append drop-down list) to the string in the [File Name
Templates] text box.

Append Select a pre-defined File Name Template that is added to

drop-down: the string in the [File Name Templates] text box after you
click [Append].

Scan Setting Profile: Select a scan setting profile from the drop-down list. The
default setting is ‘Default’, which corresponds to the
default settings on the Scan Settings screen.

Default File Type: Select a default file type in which you want to send your
I-Fax documents. The file types displayed in the drop-down
list may vary, based on machine capabilities and installed
options.

Job Status Select this check box if you want the logged on user of the
Notification: Scan to I-Fax session to receive confirmation printout or
email.

Print Job Status: The [Print Job Status] check box is displayed only when the
[Job Status Notification] check box is selected. Select this
check box if you want the logged on user of the Scan to
I-Fax session to receive a confirmation printout.

E-Mail Job Status The [E-Mail Job Status to Self] check box is displayed only
to Self: when the [Job Status Notification] check box is selected.
Select this check box if you want the logged on user of the
Scan to I-Fax session to receive a confirmation email.

148 Authorized Send V6.4 Configuration Guide

 5. Click [Save].

NOTE
• Validation is performed after you click [Save] to see if:
- The [Address Book] and [Fax Numbers] check boxes are both selected, and the
[Fax Numbers] text box is not empty.
- The maximum number of acceptable characters in the [Fax Numbers] text box
is 255.
- The [Fax Numbers] text box default value contains only numbers, commas, or
semicolons.
• If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

Authorized Send V6.4 Configuration Guide 149

2.9.1 Creating an I-Fax Address Book
You can create an I-Fax Address Book to store your fax numbers.

1. Click [Scan to I-Fax] ➞ [Address Book].

The I-Fax Address Book screen is displayed.

150 Authorized Send V6.4 Configuration Guide

 2. Input a fax address individually or upload it from a file. You can also export
saved fax addresses to a text file.

2.1 To input a fax address individually, click the [Input Address] tab.

Authorized Send V6.4 Configuration Guide 151

 2.1.1 Enter an address name in the [Address Name] text box.

You can enter a maximum of 32 alphanumeric characters for the

address name.

152 Authorized Send V6.4 Configuration Guide

 2.1.2 Enter the fax number in the [Fax Number] text box.

You can enter an unlimited length of alphanumeric characters,

periods (“.”), hyphens (“-“), spaces (“ “), and underscores (“_”).

Authorized Send V6.4 Configuration Guide 153

 2.1.3 Click [Add] to start the validation process.

Validation is performed to see if:

• The [Fax Number] text box is not empty.
• The [Fax Number] text box contains only alphanumeric
characters, periods (“.”), hyphens (“-“), spaces (“ “), and
underscores (“_”).
• The fax number is not a duplicate of any number already
entered in the Fax Address Book.
• The maximum number of fax addresses does not exceed 1000.

154 Authorized Send V6.4 Configuration Guide

 If the validation process is successful, the added fax address
appears in the Fax Address table. If it fails, an error message is
displayed in red.

NOTE
<Total Number of Addresses:> displays the number of fax
addresses that are in the Fax Addresses table. This number
varies as fax addresses are added to, or deleted from, the Fax
Addresses table.

Authorized Send V6.4 Configuration Guide 155

 2.2 To upload a fax address from a file, click the [Upload From File] tab.

156 Authorized Send V6.4 Configuration Guide

 2.2.1 Click [Browse] ➞navigate to the drive or directory containing
the file to upload ➞ select the file ➞ click [Open].

NOTE
The uploaded file extension must be “.txt” or “.csv,” and is not
case-sensitive.

Authorized Send V6.4 Configuration Guide 157

 2.2.2 Click [Add] to start the validation process.

Validation is performed to see if:

• The uploaded file is a text file with the following format
requirements:
- Each fax address entry is on a separate line.
- Each fax address entry contains an address name and fax
number separated by a comma
(“address_name,fax_number”).
- Since the address name is optional, the format “,fax_number”
is also acceptable.
• The address name, if used, does not exceed the maximum
number of 32 characters. If the fax address name exceeds 32
characters, it is truncated.

158 Authorized Send V6.4 Configuration Guide

 If the validation process is successful, the added fax address
appears in the Fax Addresses table. If it fails, an error message is
displayed in red.

NOTE
• Any line entry in the uploaded file that is in an invalid format,
is reported as a failure with the line number. That line is
skipped, and uploading continues with the next line.
• Any fax address in the uploaded file that has already been
saved is ignored, and reported as a duplicate. Only the number
of duplicates found in the file is reported, not the exact line
number.

Authorized Send V6.4 Configuration Guide 159

 2.3 To export the existing fax addresses to a text file, click the [Export
Existing Addresses] tab.

160 Authorized Send V6.4 Configuration Guide

 2.3.1 Click [Export].

The existing fax addresses are exported to a text file.

The exported text file is formatted, as described below:

• Each fax address entry is on a separate line.
• Each fax address entry contains an address name and fax
number, separated by a comma (“address_name,fax_number”).
• Since the address name is optional, the format “,fax_number”
is also acceptable.

2.3.2 Click [File] ➞ [Save As] ➞ navigate to the drive or directory to

where you want to save the file ➞ click [Save].

Authorized Send V6.4 Configuration Guide 161

 3. To delete a fax address, click the check box next to the fax address you want to
delete ➞ click [Delete Selected].

162 Authorized Send V6.4 Configuration Guide

 4. Click [OK].

If you do not want to delete the fax address, click [Cancel].

The fax address is deleted from the list.

Authorized Send V6.4 Configuration Guide 163

2.10 Configuring the Scan to RightFax Settings
You can configure the Scan to RightFax function, which enables users to scan and send
documents to the RightFax service, which can integrate into email and document
management applications.

IMPORTANT
• The Scan to RightFax function is available only after the System Administrator has
installed and started the “FaxServiceActivation.jar” service.
• If an AMS enabled login application is installed and running on the machine, [Scan to
RightFax] may be displayed but disabled on the machine, based on the role of the
user that logged on to the login application, even if the Scan to RightFax function is
enabled in the Authorized Send Configuration servlet.
• If an AMS enabled login application is installed and running on the machine, and the
login application specifies that scanning is disabled, the functions that were enabled
in the Authorized Send Configuration servlet are all disabled on the machine, and an
error message is displayed.

1. Click [Scan to RightFax] ➞ [General].

164 Authorized Send V6.4 Configuration Guide

 2. Configure the settings under <Service Settings>.

Service Settings

API URL: Enter the URL of the RightFax API. It should be the same as
the RightFax API URL set in the RightFax configuration
screen. It is blank by default.

Test: Select this check box to validate that the [API URL] setting is
an active connection and is a valid RightFax server.

Use Public Select “Yes” to indicate that the Public Username, Public
Credentials: Password, and Enable SSO fields will be configured by the
administrator. Select “No” to manually enter the public
credentials data in the RightFax configuration screen The
default selection is “No”.

Authorized Send V6.4 Configuration Guide 165

 Public Enter a valid user name to communicate with the RightFax
Username: server. This field should not be blank.

Public Enter a valid password (for the Public Username) to

Password: communicate with the RightFax server. This field should not be
left blank.

Enable SSO: Select this check box to enable Single Sign On for Authorized
Send into the RightFax server. [Enable SSO] is not selected by
default.

166 Authorized Send V6.4 Configuration Guide

 3. Configure the settings under <Access Controls>.

Access Controls

Disabled Item Column

Contacts: Check this box to disable the [Contacts] button on the “Scan to
RightFax” screen on the machine console. This check box is
not selected by default.

Contacts Check this box to disable the [Add] and [Delete] buttons to
Add/Delete: appear in the “RightFax Contacts” screen on the machine
console. This check box is not selected by default, and is only
available when the [Contacts] check box above is selected.

Fax Number: Check this box to disable display of a default fax number text
box on the “Scan to RightFax” screen.

Add More: Check this box to disable the [Add More] button on the “Scan
to RightFax” screen on the machine console. This check box is
not selected by default.

Authorized Send V6.4 Configuration Guide 167

 Billing Codes: Check this box to disable the [Billing Codes] button on the
“Scan to RightFax” screen on the machine console. This check
box is selected by default.

Cover Sheets: Check this box to disable the [Cover Sheets] button on the
“Scan to RightFax” screen on the machine console. This check
box is selected by default.

Default Value Column

Fax Number: If the [Fax Number] check box above is not selected, enter the
number to appear in the [Default Fax Number]. This field can
accept up to 25 numeric-only characters.

168 Authorized Send V6.4 Configuration Guide

 4. Configure the settings under <General Settings>.

General Settings

Fax Button If the [Default] check box is selected, enter a new name for the
Label: [Scan to RightFax] button on the machine console. By default,
the [Default] check box is selected and the label is “Scan to
RightFax”. This text field is active only when the [Default]
check box is not selected.

Default: Select this check box if you want to use the default button on
the machine console (“Scan to RightFax”). This check box is
selected by default.

Scan Setting Select a scan profile from the pull-down list. The scan profiles
Profile: are set using the Scan Setting Profile function.

Retrieve User Select this check box to display the [For Sending Confirmation
Right Fax info: Email] check box. If this check box is selected and the [For
Sending…] check box is not selected when the RightFax
configuration is saved, this check box reverts to unselected.
This is unselected by default.

Authorized Send V6.4 Configuration Guide 169

 For Sending This check box appears only when the [Retrieve User Right
Confirmation Fax info] check box is selected. Select this check box to send
Email: all confirmation emails to the email address associated with the
current user’s RightFax account. If a scan to RightFax
destination is part of a scan to multi-destination or one-touch
button configuration, the email is sent only if all destinations
are to RightFax.

Job Status Select this check box if you want the logged on user of the Scan
Notification: to RightFax session to receive confirmation printout or email.

Print Job Status The [Print Job Status] check box is displayed only when the
[Job Status Notification] check box is selected. Select this
check box if you want the logged on user of the Scan to
RightFax session to receive a confirmation printout.

E-Mail Job The [E-Mail Job Status to Self] check box is displayed only
Status to Self when the [Job Status Notification] check box is selected. Select
this check box if you want the logged on user of the Scan to
RightFax session to receive a confirmation email.

Enable Http Select this check box to enable more RightFax API and HTTP
Client Log requests and responses to be recorded in the debugging log.

5. Click [Save].

NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

170 Authorized Send V6.4 Configuration Guide

2.10.1 Creating a Scan to RightFax Address Book
You can create a Scan to RightFax Address Book to store your fax numbers.

1. Click [Scan to RightFax] ➞ [Address Book].

The RightFax Address Book screen is displayed.

Authorized Send V6.4 Configuration Guide 171

 2. Select to which address books (RightFax remote and local) the end user has
access.

Enable RightFax Remote Address Select this check box if you want the
Book end user to be able to access address
book entries stored on the remote
RightFax server. If this is not selected,
either only the local address book is
available (if the local address book is
enabled), or the [Contacts] button is not
displayed (if the local address book is
disabled). This check box is enabled by
default.

Enable RightFax Local Address Book Select this check box if you want the
end user to be able to access address
book entries stored in the local address
book. If this is not selected, either only
the Shared Contacts list is available (if
the remote address book is enabled), or
the [Contacts] button is not displayed
(if the remote address book is disabled).
This check box is enabled by default.

172 Authorized Send V6.4 Configuration Guide

 3. Input a fax address individually or upload it from a file. You can also export
saved fax addresses to a text file.

3.1 To input a fax address individually, click the [Input Address] tab.

Authorized Send V6.4 Configuration Guide 173

 3.1.1 Enter an address name in the [Name] text box.

You can enter a maximum of 32 alphanumeric characters for the

name.

174 Authorized Send V6.4 Configuration Guide

 3.1.2 Enter the fax number in the [Fax Number] text box.

You can enter a maximum of 25 numeric characters for the fax

number. There must be a minimum of one character.

Authorized Send V6.4 Configuration Guide 175

 3.1.3 If desired, enter the company name in the [Company] text box.

The [Company] field is optional.

You can enter a maximum of 32 alphanumeric characters for the

name.

176 Authorized Send V6.4 Configuration Guide

 3.1.4 Enter the phone number in the [Phone Number] text box.

The [Phone Number] field is optional.

You can enter a maximum of 25 numeric characters for the

phone number.

Authorized Send V6.4 Configuration Guide 177

 3.1.5 Click [Add] to start the validation process.

Validation is performed to see if:

• The [Name] text box is not empty.
• The [Fax Number] text box is not empty.
• The [Fax Number] text box contains only numeric characters.
• The fax number is not a duplicate of any number already
entered in the RightFax Local Address Book.
• The maximum number of fax addresses does not exceed 1000.

178 Authorized Send V6.4 Configuration Guide

 If the validation process is successful, the added fax address
appears in the RightFax Local Addresses table. If it fails, an error
message is displayed in red.

NOTE
<Total Number of Addresses:> displays the number of fax
addresses that are in the RightFax Local Addresses table. This
number varies as fax addresses are added to, or deleted from,
the RightFax Local Addresses table.

Authorized Send V6.4 Configuration Guide 179

 3.2 To upload a fax address from a file, click the [Upload From File] tab.

180 Authorized Send V6.4 Configuration Guide

 3.2.1 Click [Browse] ➞navigate to the drive or directory containing
the file to upload ➞ select the file ➞ click [Open].

NOTE
The uploaded file extension must be “.txt” or “.csv,” and is not
case-sensitive.

Authorized Send V6.4 Configuration Guide 181

 3.2.2 Click [Add] to start the validation process.

Validation is performed to see if:

• The uploaded file is a text/CSV file with the following format
requirements:
- Each fax address entry is on a separate line.
- Each fax address entry contains at least an address name and
fax number separated by a comma, with company name and
phone number being optional fields.
(“address_name,fax_number,company,phone_number”).
• The address name does not exceed the maximum number of 32
characters. If the fax address name exceeds 32 characters, it is
truncated.

182 Authorized Send V6.4 Configuration Guide

 If the validation process is successful, the added fax address
appears in the Fax Addresses table. If it fails, an error message is
displayed in red.

NOTE
• Any line entry in the uploaded file that is in an invalid format,
is reported as a failure with the line number. That line is
skipped, and uploading continues with the next line.
• Any fax address in the uploaded file that has already been
saved is ignored, and reported as a duplicate. Only the number
of duplicates found in the file is reported, not the exact line
number.

Authorized Send V6.4 Configuration Guide 183

 3.3 To export the existing fax addresses to a text file, click the [Export
Existing Addresses] tab.

184 Authorized Send V6.4 Configuration Guide

 3.3.1 Click [Export].

The existing fax addresses are exported to a text file.

The exported text file is formatted, as described below:

• Each fax address entry is on a separate line.
• Each fax address entry contains an address name and fax
number, separated by a comma (“address_name,fax_number”).
Optional fields are also separated by commas on the associated
lines.

3.3.2 Click [File] ➞ [Save As] ➞ navigate to the drive or directory to

where you want to save the file ➞ click [Save].

Authorized Send V6.4 Configuration Guide 185

 4. To delete a fax address, click the check box next to the fax address you want to
delete ➞ click [Delete Selected].

186 Authorized Send V6.4 Configuration Guide

 5. Click [OK].

If you do not want to delete the fax address, click [Cancel].

The fax address is deleted from the list.

Authorized Send V6.4 Configuration Guide 187

2.11 Configuring the Scan to Fax2Mail Settings
You can configure the Scan to Fax2Mail function, which enables users to scan and send
documents to the Fax2Mail service.

IMPORTANT
• The Scan to Fax2Mail function is available only after the System Administrator has
installed and started the “FaxServiceActivation.jar” service.
• If an AMS enabled login application is installed and running on the machine, [Scan to
Fax2Mail] may be displayed but disabled on the machine, based on the role of the
user that logged on to the login application, even if the Scan to Fax2Mail function is
enabled in the Authorized Send Configuration servlet.
• If an AMS enabled login application is installed and running on the machine, and the
login application specifies that scanning is disabled, the functions that were enabled
in the Authorized Send Configuration servlet are all disabled on the machine, and an
error message is displayed.

1. Click [Scan to Fax2Mail] ➞ [General].

188 Authorized Send V6.4 Configuration Guide

 2. Configure the settings under <Service Settings>.

Service Settings

API URL: Enter the URL of the Fax2Mail API. It should be the same as
the Fax2Mail API URL set in the Fax2Mail configuration
screen. It is blank by default.

Test: Select this check box to validate that the [API URL] setting is
an active connection and is a valid Fax2Mail server.

Use Public Select “Yes” to indicate that the Public Username and Public
Credentials: Password will be configured by the administrator. Select “No”
to manually enter the public credentials data in the Fax2Mail
configuration screen The default selection is “No”.

Public Enter a valid user name to communicate with the Fax2Mail

Username: server. This field should not be blank.

Public Enter a valid password (for the Public Username) to

Password: communicate with the Fax2Mail server. This field should not
be left blank.

Authorized Send V6.4 Configuration Guide 189

 3. Configure the settings under <Access Controls>.

Access Controls

Disabled Item Column

Contacts: Check this box to disable the [Contacts] button on the “Scan to
Fax2Mail” screen on the machine console. This check box is
not selected by default.

Fax Number: Check this box to disable display of a default fax number text
box on the “Scan to Fax2Mail” screen. This check box is not
selected by default.

Subject: Check this box to disable display of the fax subject line. If the
box is unchecked, enter an alphanumeric string up to 255
characters long in the [Subject] text box. The check box is
selected and the text box is empty by default.

190 Authorized Send V6.4 Configuration Guide

 Add More: Check this box to disable the [Add More] button on the “Scan
to Fax2Mail” screen on the machine console. This check box is
not selected by default.

Billing Codes: Check this box to disable the [Billing Codes] button on the
“Scan to Fax2Mail” screen on the machine console. This check
box is selected by default.

Cover Sheets: Check this box to disable the [Cover Sheets] button on the
“Scan to Fax2Mail” screen on the machine console. This check
box is selected by default.

Banner FX: Check this box to disable the [Banner FX] button on the “Scan
to Fax2Mail” screen on the machine console. This check box is
selected by default.

Letterhead: Check this box to disable the [Letterhead] button on the “Scan
to Fax2Mail” screen on the machine console. This check box is
selected by default.

Default Value Column

Fax Number: If the [Fax Number] check box above is not selected, enter the
number to appear in the [Default Fax Number]. This field can
accept up to 25 numeric-only characters.

Authorized Send V6.4 Configuration Guide 191

 4. Configure the settings under <General Settings>.

General Settings

Fax Button If the [Default] check box is selected, enter a new name for the
Label: [Scan to Fax2Mail] button on the machine console. By default,
the [Default] check box is selected and the label is “Scan to
Fax2Mail”. This text field is active only when the [Default]
check box is not selected.

Default: Select this check box if you want to use the default button on
the machine console (“Scan to Fax2Mail”). This check box is
selected by default.

Scan Setting Select a scan profile from the pull-down list. The scan profiles
Profile: are set using the Scan Setting Profile function.

192 Authorized Send V6.4 Configuration Guide

 Job Status Select this check box if you want the logged on user of the Scan
Notification: to Fax2Mail session to receive confirmation printout or email.

Print Job Status The [Print Job Status] check box is displayed only when the
[Job Status Notification] check box is selected. Select this
check box if you want the logged on user of the Scan to
Fax2Mail session to receive a confirmation printout.

E-Mail Job The [E-Mail Job Status to Self] check box is displayed only
Status to Self when the [Job Status Notification] check box is selected. Select
this check box if you want the logged on user of the Scan to
Fax2Mail session to receive a confirmation email.

5. Click [Save].

NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

Authorized Send V6.4 Configuration Guide 193

2.11.1 Creating a Fax2Mail Address Book
You can create a Fax2Mail Address Book to store your fax numbers.

1. Click [Scan to 2FaxMail] ➞ [Address Book].

The Fax2Mail Address Book screen is displayed.

194 Authorized Send V6.4 Configuration Guide

 2. Select to which address books (Fax2Mail remote and local) the end user has
access.

Enable Fax2Mail Remote Address Select this check box if you want the
Book end user to be able to access address
book entries stored on the remote
Fax2Mail server. If this is not selected,
either the “local” option is the only
contact level available (if the local
address book is enabled), or the
[Contacts] button is not displayed (if
the local address book is disabled). This
check box is enabled by default.

Enable Fax2Mail Local Address Book Select this check box if you want the
end user to be able to access address
book entries stored in the local address
book. If this is not selected, the “local”
option is not available from the [Level]
pull-down list. This check box is
enabled by default.

Authorized Send V6.4 Configuration Guide 195

 3. Input a fax address individually or upload it from a file. You can also export
saved fax addresses to a text file.

3.1 To input a fax address individually, click the [Input Address] tab.

196 Authorized Send V6.4 Configuration Guide

 3.1.1 Enter a fax number in the [Fax Number] text box.

You can enter a maximum of 25 numeric characters for the fax

number.

Authorized Send V6.4 Configuration Guide 197

 3.1.2 If desired, enter the fax receiver’s name in the [To] text box.

The [To] field is optional.

You can enter a maximum of 32 characters of alphanumerics,

periods (“.”), hyphens (“-“), spaces (“ “), and underscores (“_”).

198 Authorized Send V6.4 Configuration Guide

 3.1.3 If desired, enter the fax sender’s name in the [From] text box.

The [From] field is optional.

You can enter a maximum of 32 characters of alphanumerics,

periods (“.”), hyphens (“-“), spaces (“ “), and underscores (“_”).

Authorized Send V6.4 Configuration Guide 199

 3.1.4 If desired, enter the name of the person at whom the fax attention
is directed in the [Attn] text box.

The [Attn] field is optional.

You can enter a maximum of 32 characters of alphanumerics,

periods (“.”), hyphens (“-“), spaces (“ “), and underscores (“_”).

200 Authorized Send V6.4 Configuration Guide

 3.1.5 Click [Add] to start the validation process.

Validation is performed to see if:

• The [Fax Number] text box is not empty.
• The [Fax Number] text box contains only numeric characters,
is a minimum of one character and a maximum of 25
characters.
• The fax number is not a duplicate of any number already
entered in the Fax2Mail Local Address Book.
• The maximum number of fax addresses does not exceed 1000.

Authorized Send V6.4 Configuration Guide 201

 If the validation process is successful, the added fax address
appears in the Fax2Mail Local Addresses table. If it fails, an
error message is displayed in red.

NOTE
<Total Number of Addresses:> displays the number of fax
addresses that are in the Fax2Mail Local Addresses table. This
number varies as fax addresses are added to, or deleted from,
the Fax Addresses table.

202 Authorized Send V6.4 Configuration Guide

 3.2 To upload a fax address from a file, click the [Upload From File] tab.

Authorized Send V6.4 Configuration Guide 203

 3.2.1 Click [Browse] ➞navigate to the drive or directory containing
the file to upload ➞ select the file ➞ click [Open].

NOTE
The uploaded file extension must be “.txt” or “.csv,” and is not
case-sensitive.

204 Authorized Send V6.4 Configuration Guide

 3.2.2 Click [Add] to start the validation process.

Validation is performed to see if:

• The uploaded file is a text/CSV file with the following format
requirements:
- Each fax address entry is on a separate line.
- Each fax address entry contains at least a fax number, with
optional fields being separated by a comma.
(“fax_number,to,from,attention”).

Authorized Send V6.4 Configuration Guide 205

 If the validation process is successful, the added fax address
appears in the Fax2Mail Local Addresses table. If it fails, an
error message is displayed in red.

NOTE
• Any line entry in the uploaded file that is in an invalid format,
is reported as a failure with the line number. That line is
skipped, and uploading continues with the next line.
• Any fax address in the uploaded file that has already been
saved is ignored, and reported as a duplicate. Only the number
of duplicates found in the file is reported, not the exact line
number.

206 Authorized Send V6.4 Configuration Guide

 3.3 To export the existing fax addresses to a text file, click the [Export
Existing Addresses] tab.

Authorized Send V6.4 Configuration Guide 207

 3.3.1 Click [Export].

The existing fax addresses are exported to a text file.

The exported text file is formatted, as described below:

• Each fax address entry is on a separate line.
• Each fax address entry contains a fax number.
• Any other optional fields associated with the fax number are
separated by a comma.

3.3.2 Click [File] ➞ [Save As] ➞ navigate to the drive or directory to

where you want to save the file ➞ click [Save].

208 Authorized Send V6.4 Configuration Guide

 4. To delete a fax address, click the check box next to the fax address you want to
delete ➞ click [Delete Selected].

Authorized Send V6.4 Configuration Guide 209

 5. Click [OK].

If you do not want to delete the fax address, click [Cancel].

The fax address is deleted from the list.

210 Authorized Send V6.4 Configuration Guide

2.12 Configuring the Fax Forwarding Settings
The device first must be prepared by creating associations and changing settings using
the device console or RUI (Remote User Interface). The procedures vary based on
whether you are using Advanced Box or FTP to forward the faxes.

Once the device is prepared, log in to the Authorized Send servlet to finish
configuration.

2.12.1 Preparing Fax Forwarding with Advanced Box

This section describes the procedures to prepare a device to use the Advanced Box for
Fax Forwarding.

IMPORTANT
Not all devices which are compatible with Authorized Send Fax Forwarding have
the Advanced Box feature. Refer to your device’s documentation to verify Advance
Box support. If your device does not support Advanced Box, you must use the FTP
function for Fax Forwarding. See “Preparing Fax Forwarding with FTP Server,”
starting on page 231 for configuration information.

Authorized Send V6.4 Configuration Guide 211

2.12.1.1 Creating a New Advanced Box Folder
You must create a new folder in the Advanced Box as a temporary storage location
for incoming faxes.

NOTE
You need Administrator-level permissions to configure the device’s Advanced Box.
Contact your System Administrator for credentials or assistance in configuring the
Advanced Box for Fax Forwarding.

1. Walk up to the device and log in if necessary. Contact your System Administrator
for log in procedures and any necessary credentials.

2. Press [Scan and Store] on the main menu.

212 Authorized Send V6.4 Configuration Guide

 3. Press [Advanced Box].

4. If the device requests credentials, enter the system administrator user name and
password.

5. Press [Shared Space].

Authorized Send V6.4 Configuration Guide 213

 6. Press [Folder].

7. Create a new folder.

7.1 Press [Folder Operations].

214 Authorized Send V6.4 Configuration Guide

 7.2 Press [Create Folder].

7.3 Enter a name for the new folder in the text box. ➞ press [OK].

Authorized Send V6.4 Configuration Guide 215

 The Advanced Box folder is ready.

216 Authorized Send V6.4 Configuration Guide

2.12.1.2 Configuring the Address Book Destination
You must create a new destination in the Address Book to act as the destination for
incoming faxes

1. Walk up to the device and log in if necessary. Contact your System Administrator
for log in procedures and any necessary credentials.

2. Press [Scan and Send] on the main menu.

Authorized Send V6.4 Configuration Guide 217

 3. Press [Address Book].

4. Press [Register/Edit].

218 Authorized Send V6.4 Configuration Guide

 5. Press [Register New Destination].

6. Press [File].

Authorized Send V6.4 Configuration Guide 219

 7. Create a new folder.

7.1 Enter a name for the destination.

7.2 Press the Address List pull-down list and select the address list in which
you want the destination to be set.

220 Authorized Send V6.4 Configuration Guide

 7.3 Select Windows (SMB) from the [Protocol] pull-down list.

7.4 Enter “\\127.0.0.1\share” or “\\localhost\share” in the [Host Name] text

box.

NOTE
Use \\127.0.0.1\share if your device has IPv6 and IPv4 enabled
simultaneously

Authorized Send V6.4 Configuration Guide 221

 7.5 Enter the path of the folder you created in Advanced Box. For example, if
you created \share\folder\fax, enter “\folder\fax”.

7.6 Enter the Advanced Box system administrator credentials in the [User
Name] and [Password] text boxes.

222 Authorized Send V6.4 Configuration Guide

 7.7 Press [OK].

The Address Book destination is ready.

Authorized Send V6.4 Configuration Guide 223

2.12.1.3 Configuring the Forwarding and Network Settings
You must change the device’s forwarding information and network settings to
properly forward incoming faxes to the correct location(s).

1. Log in to the device’s RUI (Remote User Interface). Contact your System
Administrator for log in procedures and any necessary credentials.

2. Click on [Settings/Registration].

224 Authorized Send V6.4 Configuration Guide

 3. Under the Function Settings links, click on [Receive/Forward].

4. Click on [Forwarding Settings].

Authorized Send V6.4 Configuration Guide 225

 5. Click on [Forwarding without Conditions].

6. Create the forwarding association

6.1 Select the incoming fax line from the [Receive Method] pull-down list ➞
click [Set].

6.2 If it is not already selected, select the [Enable this Forwarding Condition]
check box.

6.3 Select the [Select Destination from Address List] radio button ➞ click on
[Select Destination].

226 Authorized Send V6.4 Configuration Guide

 6.4 Select the address book to which you assigned the Fax Destination in
Section 3.2.2. If you do not remember, select [All] ➞ click [Display].

6.5 Select the radio button of the desired fax destination ➞ click [OK].

NOTE
If the destination is from an Address Box other than the Administrator
Address Box, a dialog box appears. Click [OK] to confirm the selected
destination.

6.6 Click [OK] at the “Forwarding without Conditions” page.

Authorized Send V6.4 Configuration Guide 227

 7. Update the network settings.

7.1 From the Settings/Registration screen, click [Network Settings].

7.2 Click [SMB Server Settings].

7.3 Verify that the [Use SMB Server], [User SMB Authentication], and all
[NTLMvX] check boxes are enabled. If any are not enabled, click them.

228 Authorized Send V6.4 Configuration Guide

 7.4 Click [OK].

8. Verify the Advance Box SMB settings.

8.1 From the Settings/Registration screen, click [Store/Access Files].

8.2 Click [Advanced Box Settings].

Authorized Send V6.4 Configuration Guide 229

 8.3 Click [Set Details].

8.4 Verify that the [Open to Public] pull-down list is set to [By SMB].

8.6 Click [OK].

IMPORTANT
Reboot the device after completing the above configuration procedures.

NOTE
Test the device setup by sending a fax to the device and checking the Advanced Box
folder for the new incoming fax.

230 Authorized Send V6.4 Configuration Guide

2.12.2 Preparing Fax Forwarding with FTP Server
This section describes the procedures to prepare a device to use the Authorized Send
built-in FTP server for Fax Forwarding.

2.12.2.1 FTP Print Settings

FTP Printing and the Authorized Send FTP server both use port 21 by default. To use
Fax Forwarding with the FTP server, you must either select a different port to use
with the Authorized Send Fax Forwarding FTP server, or disable FTP printing.

See “Configuring the Authorized Send Servlet,” starting on page 245 for instructions
on specifying a different FTP port for Authorized Send. You must also change the
FTP Send port in the device’s Service Mode. Refer to your device’s Service Manual
for information on changing the FTP Send Port.

NOTE
You may need to contact your servicing dealer for assistance to access service mode
and change the FTP Send Port. This is only necessary if you require FTP printing
and Authorized Send Fax Forwarding using FTP to run simultaneously.

See below for disabling FTP printing.

1. Log in to the device’s RUI (Remote User Interface). Contact your System
Administrator for log in procedures and any necessary credentials.

Authorized Send V6.4 Configuration Guide 231

 2. Click on [Settings/Registration].

3. Under the Preferences link heading, click on [Network Settings].

232 Authorized Send V6.4 Configuration Guide

 4. In the TCP/IP Settings, click [FTP Print Settings].

5. Verify the [Use FTP Printing] check box is de-selected. If it is selected, click to
de-select it ➞click [OK].

Authorized Send V6.4 Configuration Guide 233

2.12.2.2 Configuring the Address Book Destination
You must create a new destination in the Address Book to act as the destination for
incoming faxes

1. Walk up to the device and log in if necessary. Contact your System Administrator
for log in procedures and any necessary credentials.

2. Press [Scan and Send] on the main menu.

234 Authorized Send V6.4 Configuration Guide

 3. Press [Address Book].

4. Press [Register/Edit].

Authorized Send V6.4 Configuration Guide 235

 5. Press [Register New Destination].

6. Press [File].

236 Authorized Send V6.4 Configuration Guide

 7. Create a new folder.

7.1 Enter a name for the destination.

7.2 Press the Address List pull-down list and select the address list in which
you want the destination to be set.

Authorized Send V6.4 Configuration Guide 237

 7.3 Select FTP from the [Protocol] pull-down list.

7.4 Enter “127.0.0.1” or “localhost” in the [Host Name] text box.

NOTE
Use 127.0.0.1 if your device has IPv6 and IPv4 enabled simultaneously

238 Authorized Send V6.4 Configuration Guide

 7.5 Enter a desired folder name.

7.6 Set the FTP credentials in the [User Name] and [Password] text boxes.

Authorized Send V6.4 Configuration Guide 239

 7.7 Press [OK].

The Address Book destination is ready.

240 Authorized Send V6.4 Configuration Guide

2.12.2.3 Configuring the Forwarding Settings
You must change the device’s forwarding information to properly forward incoming
faxes to the correct location(s).

1. Log in to the device’s RUI (Remote User Interface). Contact your System
Administrator for log in procedures and any necessary credentials.

2. Click on [Settings/Registration].

Authorized Send V6.4 Configuration Guide 241

 3. Under the Function Settings links, click on [Receive/Forward].

4. Click on [Forwarding Settings].

242 Authorized Send V6.4 Configuration Guide

 5. Click on [Forward without Conditions].

6. Create the forwarding association

6.1 Select the incoming fax line from the [Receive Method] pull-down list ➞
click [Set].

6.2 If it is not already selected, select the [Enable this Forwarding Condition]
check box.

6.3 Select the [Select Destination from Address List] radio button ➞ click on
[Select Destination].

Authorized Send V6.4 Configuration Guide 243

 6.4 Select the address book to which you assigned the Fax Destination in
Section 3.3.2. If you do not remember, select [All] ➞ click [Display].

6.5 Select the radio button of the desired fax destination ➞ click [OK].

NOTE
If the destination is from an Address Box other than the Administrator
Address Box, a dialog box appears. Click [OK] to confirm the selected
destination.

6.6 Click [OK] at the “Forwarding without Conditions” page.

IMPORTANT
Reboot the device after completing the above configuration procedures.

244 Authorized Send V6.4 Configuration Guide

2.12.3 Configuring the Authorized Send Servlet
This section describes the procedures to configure the Authorized Send servlet for
Fax Forwarding.

2.12.3.1 Creating a Fax Forwarding Setting

You can create up to 10 Fax Forwarding Settings.

1. Log in to the Authorized Send configuration servlet.

2. Click [E-Mail Service] ➞[Address Book].

The Fax Forwarding Setting screen is displayed.

Authorized Send V6.4 Configuration Guide 245

 3. Click [Add].

The Create Fax Forwarding Setting screen is displayed.

246 Authorized Send V6.4 Configuration Guide

 4. Enter the desired setting name in the [Setting Name] text box.

Authorized Send V6.4 Configuration Guide 247

 5. Specify whether you will forward faxes using the Advanced Box or FTP.

5.1 If you want to forward faxes using the Advanced Box, set the appropriate
values in the <Forward From Settings>.

5.1.1 Select the [Advanced Box] radio button.

5.1.2 Enter the Advanced Box path in the [Advanced Box Path] text
box.

248 Authorized Send V6.4 Configuration Guide

 5.1.3 Enter the Advanced Box credentials in the [Advanced Box User
Name] and [Advanced Box Password] text boxes.

5.2 If you want to forward faxes using FTP, set the appropriate values in the
<Forward From Settings>.

5.2.1 Select the [Advanced Box] radio button.

Authorized Send V6.4 Configuration Guide 249

 5.2.2 Enter the FTP server path in the [FTP Server Path] text box.

250 Authorized Send V6.4 Configuration Guide

 6. Configure the <Forward To Settings>.

Forward To Settings

File Server: The destination file server for the forwarded fax.
This is a required field and can consist of any valid
file server name.

File Path: The destination path on the file server for the
forwarded fax. This is a required field and can
consist of any valid path name on the destination
file server. This field must be unique from any
other defined FTP Fax Forwarding Settings.

User Name: The destination file server user name. This is a

required field and may not be longer than 255
characters.

Password: The destination file server password. This is a

required field and must be the valid password for
the [User Name] entered.

Authorized Send V6.4 Configuration Guide 251

 Domain: The destination file server domain name. This is a
required field and may not be longer than 255
characters

Authentication Method: The type of authentication method to use for

credential verification on the destination file server.
Only [Kerberos] and [NTLM] are available in the
pull-down list. [Kerberos] is the default.

7. Click [Create].

If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

To cancel creating the address book server and return to the Fax Forwarding
Settings screen, click [Cancel].

The fax forwarding setting is created and added to the fax forwarding settings list
on the For Forwarding Settings screen.

252 Authorized Send V6.4 Configuration Guide

2.12.3.2 Editing a Fax Forwarding Setting
You can edit a previously created Fax Forwarding Setting from the Fax Forwarding
configuration screen.

1. Click [Fax Forwarding] ➞ select the check box next to the Fax Forwarding
Setting you want to edit ➞ click [Edit].

The Update Fax Forwarding Setting screen is displayed.

Authorized Send V6.4 Configuration Guide 253

 2. Edit the settings for the address book server as necessary ➞ click [Update].

If you make a mistake while editing the settings, click [Reset] to return the
settings to their original values.

To cancel editing the address book server and return to the Fax Forwarding
Setting screen, click [Cancel].

254 Authorized Send V6.4 Configuration Guide

2.12.3.3 Deleting a Fax Forwarding Setting
You can delete a previously created Fax Forwarding setting from the fax forwarding
configuration screen.

1. Click [Fax Forwarding] ➞ select the check box next to the Fax Forwarding
Setting you want to delete ➞ click [Delete].

Authorized Send V6.4 Configuration Guide 255

 2. Click [OK].

If you do not want to delete the Fax Forwarding Setting, click [Cancel].

The Fax Forwarding Setting is deleted from the list.

256 Authorized Send V6.4 Configuration Guide

2.12.3.4 Configuring the General Settings
You can configure general Fax Forwarding settings from the Fax Forwarding Settings
configuration screen.

1. Click [Fax Forwarding].

Authorized Send V6.4 Configuration Guide 257

 2. Specify the General Settings based on whether or not you will be using FTP
forwarding or Advanced Box forwarding.

2.1 If you will be using FTP forwarding, select the [Enable FTP for Fax
Forwarding] check box and set the appropriate values in the <General
Settings>.

FTP Server Port: Set the FTP server port. The value must be
numeric between 1 and 65535. The default
is 21.

If FTP printing is enabled on the device,

you must set this port to something other
than the default, and to the same value as
the FTP send port configured in service
mode.

FTP Server User Name: Create the Authorized Send FTP Server user
name. There is a maximum length of 255
characters.

FTP Server Password: Create the Authorized Send FTP Server

password.

258 Authorized Send V6.4 Configuration Guide

 2.2 If you will be using Advanced Box forwarding, de-select the [Enable FTP
for Fax Forwarding] check box. No other fields display in the <General
Settings> section.

NOTE
If you use FTP forwarding, you must enable the [Enable FTP for Fax
Forwarding] check box. Do not disable this check box unless you will be using
Advanced Box exclusively. Running the FTP server when using Advanced Box
for Fax Forwarding has no effect.

Authorized Send V6.4 Configuration Guide 259

 3. Click [Save].

If you disabled the FTP server, the server status should indicate it has stopped. If
you enabled the FTP server, the server status should indicate it is running.

If you make a mistake while editing the settings, click [Reset] to return the
settings to their original values.

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2.13 Configuring the Scan to FTP Settings
You can configure the Scan to FTP function, which enables users to scan and send
documents via an FTP server, and create FTP preset servers.

IMPORTANT
• If an AMS enabled login application is installed and running on the machine, [Scan to
FTP] may be displayed but disabled on the machine, based on the role of the user that
logged on to the login application, even if the Scan to FTP function is enabled in the
Authorized Send Configuration servlet.
• If an AMS enabled login application is installed and running on the machine, and the
login application specifies that scanning is disabled, the functions that were enabled
in the Authorized Send Configuration servlet are all disabled on the machine, and an
error message is displayed.

1. Click [Scan to FTP] ➞ [General].

The Scan to FTP screen is displayed.

Authorized Send V6.4 Configuration Guide 261

 2. Configure the settings under <Access Controls>.

Access Controls

Scan to Preselected Select this check box if you want to automatically disable
FTP Server only: the Preset FTP Server, FTP Server/Path, and FTP
Protocol/Port check boxes with one click.

Disabled Item Column

Preset FTP Server: Select this check box if you want to prevent the user from
selecting a preset share from the Preset Servers drop-down
list on the Authorized Send SCAN TO FTP screen on the
machine. If you select this check box, the Preset Servers
drop-down list is disabled and grayed out.

FTP Server/Path: Select this check box if you want to disable and gray out
the FTP Server and Folder Path text boxes on the
Authorized Send SCAN TO FTP screen on the machine.

FTP Protocol/Port: Select this check box if you want to disable and gray out
the Port text box and By drop-down list on the Authorized
Send SCAN TO FTP screen on the machine.

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 File Name: Select this check box if you want to prevent the user from
using the File Name text box on the Authorized Send
SCAN TO FTP screen on the machine. If you select this
check box, the File Name text box is disabled and grayed
out.

Default Value Column

File Name: Enter the default file name to be displayed in the [File
Name] text box on the Authorized Send SCAN TO FTP
screen on the machine. This text box is optional. You can
enter a string that consists of any character, and a
maximum of 251 characters.

Authorized Send V6.4 Configuration Guide 263

 3. Configure the settings under <General Settings>.

General Settings

FTP Button Label: Enter the label for the [Scan to FTP] key that appears on
the Authorized Send MAIN screen on the machine. It is a
required text box that cannot be left blank. The number of
any characters permitted is restricted by the width of the
Scan to FTP icon.

Default: Select this check box if you want to use the default FTP
Button Label setting (‘Scan to FTP’). The FTP Button
Label text box cannot be changed when the Default check
box is selected.

File Name Templates: Enter one or more File Name Templates which the user can
select when creating a scan job. The names in this list are
created under the <File Name> tab. See “Configuring the
File Name,” on p. 407. The default value is ‘Default’.
Separate entries must be separated by commas. You can
enter the File Name Templates manually or select the
Templates from the Append drop-down list and click
[Append].

264 Authorized Send V6.4 Configuration Guide

 Append: Click [Append] to add a File Name Template (set in the
Append drop-down list) to the string in the [File Name
Templates] text box.

Append Select a pre-defined File Name Template that is added to

drop-down: the string in the [File Name Templates] text box after you
click [Append].

Enable Metadata Select this check box if you want all scans sent via the
Sending: Scan to FTP function to be accompanied by an XML file,
which contains metadata as defined on the Metadata Index
screen. This check box is not selected by default.

Enable Dynamic Select this check box to automatically create any folders in
Folder Creation: the share path that may not exist when a user scans a
document. If this check box is not selected and the user
tries to scan to a folder that does not exist, an error message
is displayed, and the folder is not created. This check box is
selected by default.

Only for Preset The [Only for Preset Shares] check box is displayed only if
FTP Server: the [Enable Dynamic Folder Creation] check box is
selected. Select this check box to enable a user to scan to a
non-pre-existing folder only if the target FTP server is a
preset FTP server. In this case, the folder is dynamically
created. If a user enters a folder path that does not exist and
the target FTP server is not a preset FTP server, an error
message is displayed and the share is not created. If this
check box is not selected, a user can scan to any folder on
the target FTP server that does not exist, and the folder is
automatically created. This check box is selected by
default.

Use Temporary Select this check box to configure a temporary file

File Extension extension that is used only during the sending process.
During Sending: Once sending is complete, the temporary file extension is
automatically replaced with the appropriate extension of
the file type that was sent (PDF, PDF(Compct),
PDF(OCR), TIFF, TIFF(Single), JPEG, XPS,
XPS(Compct), XPS(OCR), PPT, PPT(OCR), or WORD).

Authorized Send V6.4 Configuration Guide 265

 Enter File The [Enter File Extension] text box is displayed only if
Extension: the [Use Temporary File Extension During Sending] check
box is selected. Enter the file extension to use when you
send a document to a folder. You can enter a maximum of
four alphanumeric characters. The default setting is ‘tmp’.

NOTE
• Only alphanumeric characters can be used.
• Validation is performed after you click [Save] to make
sure that:
- The [Enter File Extension] text box is not empty.
- The maximum of four alphanumeric characters has not
been exceeded.
• If validation fails, an error message is displayed.

Job Status Select this check box if you want the logged on user of the
Notification: Scan to FTP session to receive confirmation printout or
email.

Print Job Status: The [Print Job Status] check box is displayed only when the
[Job Status Notification] check box is selected. Select this
check box if you want the logged on user of the Scan to
FTP session to receive a confirmation printout.

E-Mail Job Status The [E-Mail Job Status to Self] check box is displayed only
to Self: when the [Job Status Notification] check box is selected.
Select this check box if you want the logged on user of the
Scan to FTP session to receive a confirmation email.

4. Click [Save].

NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

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2.13.1 Creating an FTP Preset Server
You can create any number of FTP preset servers.

1. Click [Scan to FTP] ➞ [Preset Server and Path].

The FTP Preset Servers screen is displayed.

Authorized Send V6.4 Configuration Guide 267

 2. Click [Add].

The Create FTP Server screen is displayed.

268 Authorized Send V6.4 Configuration Guide

 3. Configure the FTP Server settings.

Server Name: Enter a name for the server. This name is added to the
Preset Server drop-down list on the Authorized Send
SCAN TO FTP screen on the machine. The Server Name is
case-sensitive. You can enter a string that consists of any
character, and a maximum of 31 characters.

FTP Server: Enter the DNS name or IP address to send scanned

documents. You can enter a string that consists of any
character, and an unlimited number of characters.

Port: Enter the connecting port number of the FTP server. You
can enter a maximum of five numbers, ranging only from 0
to 65535. The default port number is ‘21’.

by: From is drop-down list, select [FTP], [SFTP(SSH)], or

[FTPS(SSL)] as the protocol to use. If you select [FTP] or
[FTPS(SSL)], the port number automatically changes to
‘21’. If you select [SFTP(SSH)], the port number
automatically changes to ‘22’. The default setting is ‘FTP’.

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 Folder Path: Enter the path of the folder to send scanned documents.
You can enter a string that consists of any character, and an
unlimited number of characters.

Append: Click [Append] to add a dynamic variable (set in the

Append drop-down list) to the string in the [Folder Path]
text box.

Append Select a dynamic variable that is added to the string in the

drop-down: [Folder Path] text box after you click [Append]. The default
value is ‘User Name’.

Use Login Select this check box to disable and hide the [User Name]
Credential: and [Password] text boxes. If you do not select the [Use
Login Credential] check box, the FTP server uses the login
credentials that were used to start the scanning session.

User Name: This text box is displayed only if the [Use Login
Credential] check box is not selected. Enter the user name
to use to log on to the FTP server in the [User Name] text
box. You can enter a string that consists of any character,
and a maximum of 255 characters.

Password: This text box is displayed only if the [Use Login

Credential] check box is not selected. Enter the password to
use to log on to the FTP server in the [Password] text box.
You can enter a string that consists of any character, and a
maximum of 255 characters.

4. Click [Create].

If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

To cancel creating the preset share and return to the FTP Preset Servers
configuration screen, click [Cancel].

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 5. If you want to specify a server name that automatically populates the value in the
Preset Server drop-down list on the Authorized Send SCAN TO FTP screen on
the machine, select a server name from the Preselected FTP Server drop-down list
➞ click [Save].

NOTE
• The default setting is ‘Select FTP Server’
• ‘Select FTP Server’ appears automatically in the Preset Server drop-down list
on the Authorized Send SCAN TO FTP screen on the machine.
• If the preselected FTP server you selected is deleted, ‘Select FTP Server’ is
displayed in the Preset Server drop-down list on the Authorized Send SCAN TO
FTP screen on the machine.

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2.13.2 Editing an FTP Preset Server
You can edit a previously created FTP preset server from the FTP Preset Servers
configuration screen.

1. Click [Scan to FTP] ➞ [Preset Server and Path] ➞ select the check box next to
the FTP preset server you want to edit ➞ click [Edit].

The Update FTP Server screen is displayed.

272 Authorized Send V6.4 Configuration Guide

 2. Edit the settings for the FTP preset server, as necessary ➞ click [Update].

If you make a mistake while editing the settings, click [Reset] to return the
settings to their original values.

To cancel editing the FTP preset server and return to the FTP Preset Servers
configuration screen, click [Cancel].

Authorized Send V6.4 Configuration Guide 273

2.13.3 Deleting an FTP Preset Server
You can delete a previously created FTP preset server from the FTP Preset Servers
configuration screen.

1. Click [Scan to FTP] ➞ [Preset Server and Path] ➞ select the check box next to
the FTP preset server you want to delete ➞ click [Delete].

274 Authorized Send V6.4 Configuration Guide

 2. Click [OK] on the confirmation dialog box.

If you do not want to delete the FTP preset server, click [Cancel].

The FTP preset server is deleted from the list.

Authorized Send V6.4 Configuration Guide 275

2.14 Configuring the Scan to SharePoint Settings
You can configure the Scan to SharePoint function, which enables users to scan and
send documents via a SharePoint server, and create preset SharePoint servers.

IMPORTANT
• If an AMS enabled login application is installed and running on the machine, [Scan to
SharePoint] may be displayed but disabled on the machine, based on the role of the
user that logged on to the login application, even if the Scan to SharePoint function is
enabled in the Authorized Send Configuration servlet.
• If an AMS enabled login application is installed and running on the machine, and the
login application specifies that scanning is disabled, the functions that were enabled
in the Authorized Send Configuration servlet are all disabled on the machine, and an
error message is displayed.

1. Click [Scan to SharePoint] ➞ [General].

The Scan to SharePoint screen is displayed.

276 Authorized Send V6.4 Configuration Guide

 2. Configure the settings under <Access Controls>.

Access Controls

Scan to Preselected Select this check box if you want to automatically disable
SharePoint only: the [Preset SharePoint] and [Browse] check boxes with one
click.

Disabled Item Column

Preset SharePoint: The [Preset SharePoint] check box is displayed only if the
[Scan to Preselected SharePoint only] check box is not
selected. Select this check box if you want to prevent the
user from selecting a preset URL from the Preset URL
drop-down list on the Authorized Send SCAN TO
SHAREPOINT screen on the machine. If you select this
check box, the Preset URL drop-down list is disabled and
grayed out.

Server URL/Site: Select this check box if you want to disable and gray out
the Server URL text box on the Authorized Send SCAN
TO SHAREPOINT screen on the machine.

Authorized Send V6.4 Configuration Guide 277

 Browse: The [Browse] check box is displayed only if the [Scan to
Preselected SharePoint only] check box is not selected.
Select this check box if you want to disable and hide the
[Browse] key on the Authorized Send SCAN TO
SHAREPOINT screen on the machine.

File Name: Select this check box if you want to prevent the user from
using the [File Name] text box on the Authorized Send
SCAN TO SHAREPOINT screen on the machine. If you
select this check box, the [File Name] text box is disabled
and grayed out.

Default Value Column

File Name: Enter the default file name to be displayed in the [File
Name] text box on the Authorized Send SCAN TO
SHAREPOINT screen on the machine. This text box is
optional. You can enter a string that consists of any
character, and a maximum of 251 characters.

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 3. Configure the settings under <General Settings>.

General Settings

SharePoint Button Enter the label for the [Scan to SharePoint] key that appears
Label: on the Authorized Send MAIN screen on the machine. It is
a required text box that cannot be left blank. The number of
any characters permitted is restricted by the width of the
Scan to SharePoint icon.

Default Select this check box if you want to use the default
SharePoint Button Label setting (‘Scan to SharePoint’).
The SharePoint Button Label text box cannot be changed
when the Default check box is selected.

File Name Templates: Enter one or more File Name Templates which the user can
select when creating a scan job. The names in this list are
created under the <File Name> tab. See “Configuring the
File Name,” on p. 407. The default value is ‘Default’.
Separate entries must be separated by commas. You can
enter the File Name Templates manually or select the
Templates from the Append drop-down list and click
[Append].

Authorized Send V6.4 Configuration Guide 279

 Append: Click [Append] to add a File Name Template (set in the
Append drop-down list) to the string in the [File Name
Templates] text box.

Append Select a pre-defined File Name Template that is added to

drop-down: the string in the [File Name Templates] text box after you
click [Append].

Scan Setting Profile: Select a scan setting profile from the drop-down list. The
default setting is ‘Default’, which corresponds to the
default settings on the Scan Settings screen.

Configure Proxy Select this check box if you want to enable the [Proxy
Server: Server], [Port], and [Text] text boxes, and the [Use Public
Credentials] radio buttons. The [Configure Proxy Server]
check box is not selected by default.

Proxy Server This text box is displayed only if the [Configure Proxy
Address: Server] check box is selected. Enter the DNS name of the
IP address of the proxy server to be used to connect to any
SharePoint server. You can enter a string that consists of
any character, and an unlimited number of characters.

Port: This text box is displayed only if the [Configure Proxy

Server] check box is selected. Enter the connecting port
number of the proxy server. You can enter a maximum of
five numbers, ranging only from 0 to 65535. The default
port number is ‘80’.

Test: This check box is displayed only if the [Configure Proxy

Server] check box is selected. Select this check box if you
want to test the connection to the proxy server before you
save the settings. The [Text] check box is selected by
default.

Use Public These radio buttons are displayed only if the [Configure
Credentials: Proxy Server] check box is selected. Select [Yes] to
configure the public credentials (Proxy User Name and
Proxy Password) for proxy server authentication. If you
select [No], the user’s sign-in credentials are used for proxy
server authentication. The default setting is ‘No’.

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 Proxy User Name: This text box is displayed only if the [Use Public
Credentials] radio button is set to ‘Yes’. If you select [Yes]
for Use Public Credentials, you must enter the user name
for proxy server authentication. You can enter a string that
consists of any character, and an unlimited number of
characters.

Proxy Password: This text box is displayed only if the [Use Public
Credentials] radio button is set to ‘Yes’. If you select [Yes]
for Use Public Credentials, you must enter the password for
proxy server authentication. You can enter a string that
consists of any character, and an unlimited number of
characters.

Job Status Select this check box if you want the logged on user of the
Notification: Scan to SharePoint session to receive confirmation printout
or email.

Print Job Status: The [Print Job Status] check box is displayed only when the
[Job Status Notification] check box is selected. Select this
check box if you want the logged on user of the Scan to
SharePoint session to receive a confirmation printout.

E-Mail Job Status The [E-Mail Job Status to Self] check box is displayed only
to Self: when the [Job Status Notification] check box is selected.
Select this check box if you want the logged on user of the
Scan to SharePoint session to receive a confirmation email.

4. Click [Save].

NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

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2.14.1 Creating a Preset SharePoint
You can create any number of preset SharePoints.

1. Click [Scan to SharePoint] ➞ [Preset SharePoints].

The Preset SharePoints screen is displayed.

282 Authorized Send V6.4 Configuration Guide

 2. Click [Add].

The Create Preset SharePoint screen is displayed.

Authorized Send V6.4 Configuration Guide 283

 3. Configure the Create Preset SharePoint settings.

Preset Name: Enter a name for the server. This name is added to the
Preset URL drop-down list on the Authorized Send
SCAN TO SHAREPOINT screen on the machine. The
Preset Name is case-sensitive. You can enter a string that
consists of any character, and a maximum of 31
characters.

Server URL: Enter the URL address to send scanned documents. You
can enter a string that consists of any character, and an
unlimited number of characters.

Site Path: Enter the path to where you want to send scanned
documents. This is an optional text box. You can enter a
string that consists of any character, and an unlimited
number of characters.

Append: Click [Append] to add a dynamic variable (set in the

Append drop-down list) to the string in the [Site Path]
text box.

284 Authorized Send V6.4 Configuration Guide

 Append drop-down: Select a dynamic variable that is added to the string in
the [Site Path] text box after you click [Append]. The
default value is ‘My Site’.

Library Name: Enter the name of the library to where you want to send
scanned documents. You can enter a string that consists
of any character, and an unlimited number of characters.

Folder Path: Enter the path of the folder under the library to where
you want to send scanned documents. This is an optional
text box. You can enter a string that consists of any
character, and an unlimited number of characters.

Disable Proxy Select this check box to ignore using any proxy server set
Server: on the Scan to SharePoint configuration screen. The
default is unchecked.

Use Login Select this check box to disable and hide the [User
Credential: Name]and [Password] text boxes. If you do not select the
[Use Login Credential] check box, the SharePoint server
uses the login credentials that were used to start the
scanning session.

User Name: These text boxes are displayed only if the [Use Login
Password: Credential] check box is not selected. Enter the user
Domain: name, password, and domain to use to log on to the
SharePoint server in the [User Name], [Password], and
[Domain] text boxes. You can enter a string that consists
of any character, and a maximum of 255 characters per
text box.

4. Click [Create].

If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

To cancel creating the preset SharePoint and return to the Preset SharePoints
configuration screen, click [Cancel].

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 5. If you want to specify a SharePoint name that automatically populates the value in
the Preset URL drop-down list on the Authorized Send SCAN TO SHAREPOINT
screen on the machine, select a SharePoint name from the Preselected SharePoint
drop-down list ➞ click [Save].

NOTE
• The default setting is ‘Select SharePoint’.
• [Select SharePoint] appears automatically in the Preset URL drop-down list on
the Authorized Send SCAN TO SHAREPOINT screen on the machine.
• If the preselected SharePoint you selected is deleted, [Select SharePoint] is
displayed in the Preset URL drop-down list on the Authorized Send SCAN TO
SHAREPOINT screen on the machine.

286 Authorized Send V6.4 Configuration Guide

2.14.2 Editing a Preset SharePoint
You can edit a previously created preset SharePoint from the Preset SharePoints
configuration screen.

1. Click [Scan to SharePoint] ➞ [Preset SharePoints] ➞ select the check box next to
the preset SharePoint you want to edit ➞ click [Edit].

The Update Preset SharePoint screen is displayed.

Authorized Send V6.4 Configuration Guide 287

 2. Edit the settings for the preset SharePoint, as necessary ➞ click [Update].

If you make a mistake while editing the settings, click [Reset] to return the
settings to their original values.

To cancel editing the preset SharePoint and return to the Preset SharePoints
configuration screen, click [Cancel].

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2.14.3 Deleting a Preset SharePoint
You can delete a previously created preset SharePoint from the Preset SharePoints
configuration screen.

1. Click [Scan to SharePoint] ➞ [Preset SharePoints] ➞ select the check box next to
the preset SharePoint you want to delete ➞ click [Delete].

Authorized Send V6.4 Configuration Guide 289

 2. Click [OK] on the confirmation dialog box.

If you do not want to delete the preset SharePoint, click [Cancel].

The preset SharePoint is deleted from the list.

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2.15 Configuring the Scan to Box Settings
You can configure the Scan to Box function, which enables users to scan and send
documents via a Box account, and create preset Box destinations.

IMPORTANT
• If an AMS enabled login application is installed and running on the machine, [Scan to
Box] may be displayed but disabled on the machine, based on the role of the user that
logged on to the login application, even if the Scan to Box function is enabled in the
Authorized Send Configuration servlet.
• If an AMS enabled login application is installed and running on the machine, and the
login application specifies that scanning is disabled, the functions that were enabled
in the Authorized Send Configuration servlet are all disabled on the machine, and an
error message is displayed.

1. Click [Scan to Box] ➞[General].

The Scan to Box screen is displayed.

Authorized Send V6.4 Configuration Guide 291

 2. Configure the settings under <Access Controls>.

Access Controls

Scan to Check this box to force all users to scan to a pre-set Box path
Preselected Box only. If this is unchecked, the [Preset Box Path], [File Path],
Path only: and [Browse] check boxes appear. This is unchecked by
default.

Disabled Item Column

Preset Box Path: Check this box to remove the “Preset Box Path” selection from
the Scan to Box pull-down list. This is unchecked by default.

File Path: Check this box to remove the [Box Path] text field from the
Scan to Box screen on the machine console. This is unchecked
by default.

292 Authorized Send V6.4 Configuration Guide

 Browse: Check this box to remove the [Browse] button from the Scan to
Box screen on the machine console. This is unchecked by
default.

File Name: Check this box to disable the [File Name] text field on the Scan
to Box screen on the machine console. This is unchecked by
default.

Default Value Column

File Name: Enter the name of a default file name which appears in the [File
Name] text box on the Scan to Box screen. The field has a
maximum length of 251 characters, which must be
alphanumeric, or one of the following characters:

“ “ (space)
“`” (accent)
“-“ (hyphen)
“=” (equal)
“!” (exclamation mark)
“@” (at)
“$” (dollar sign)
“^” (carat)
“(“ (left parenthesis)
“)” (right parenthesis)
“_” (underscore)
“+” (plus)
“.” (period)

If Advanced File Name is enabled, the File Name has any

customized fields appended.

Authorized Send V6.4 Configuration Guide 293

 3. If you need to clear any outdated or obsolete Box access tokens, press [Purge] to
remove them. A new Box access token is generated the next time Authorized Send
makes a call to the Box API.

294 Authorized Send V6.4 Configuration Guide

 4. Configure the settings under <General Settings>.

General Settings

Box Button If the [Default] check box is selected, enter a new name for the
Label: [Scan to Box] button on the machine console. By default, the
[Default] check box is selected and the label is “Scan to Box”.
This text field is active only when the [Default] check box is
not selected.

Default: Select this check box if you want to use the default button on
the machine console (“Scan to Box”). This check box is
selected by default.

File Name Enter one or more File Name Templates which the user can
Templates: select when creating a scan job. The names in this list are
created under the <File Name> tab. See “Configuring the File
Name,” on p. 407. The default value is ‘Default’. Separate
entries must be separated by commas. You can enter the File
Name Templates manually or select the Templates from the
Append drop-down list and click [Append].

Authorized Send V6.4 Configuration Guide 295

 Append: Click [Append] to add a File Name Template (set in the
Append drop-down list) to the string in the [File Name
Templates] text box.

Append drop- Select a pre-defined File Name Template that is added to the
down: string in the [File Name Templates] text box after you click
[Append].

Scan Setting Select a scan profile from the pull-down list. The scan profiles
Profile: are set using the Scan Setting Profile function.

Do Not Store Select this check box if you want users to have to log in to their
Token to Stay Box account every time they use Authorized Send. If this is not
Logged In: selected, the user credentials are saved between sessions. This
is unchecked by default.

Revocation of If you do not select the [Do Not Store Token...] check box,
Token after [0- enter the number of days after which the authorization token
365] Days should expire. The value must be a number from zero (0) to
365. If the revocation period is set to 0, tokens expire according
to Box policy. The default value is 0.

Retrieve User Select this check box to enable Authorized Send to use
Box info: information from the user’s Box account.

For Sending The [For Sending Confirmation Email] check box is displayed
Confirmation only when the [Retrieve User Box info] check box is selected.
Email Select this check box to send confirmation emails to the address
associated with the user’s Box account. When scanning to
multiple destinations or using the one-touch buttons, this check
box only has an effect if all destinations are Box locations.

For User ID in The [For Sending Confirmation Email] check box is displayed
File Name only when the [Retrieve User Box info] check box is selected.
Select this check box to use the user’s Box account ID instead
of the ${UID} placeholder in file name appendixes.

Job Status Select this check box if you want the logged on user of the Scan
Notification: to Box session to receive confirmation printout or email.

296 Authorized Send V6.4 Configuration Guide

 Print Job Status The [Print Job Status] check box is displayed only when the
[Job Status Notification] check box is selected. Select this
check box if you want the logged on user of the Scan to Box
session to receive a confirmation printout.

E-Mail Job The [E-Mail Job Status to Self] check box is displayed only
Status to Self when the [Job Status Notification] check box is selected. Select
this check box if you want the logged on user of the Scan to
Box session to receive a confirmation email.

5. Click [Save].

NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

Authorized Send V6.4 Configuration Guide 297

2.15.1 Creating a Preset Box Path
You can create any number of preset box paths.

1. Click [Scan to Box] ➞ [Preset Box Paths].

The Preset Box Paths screen is displayed.

298 Authorized Send V6.4 Configuration Guide

 2. Click [Add].

The Create Preset Box File Path screen displays.

Authorized Send V6.4 Configuration Guide 299

 3. Configure the Preset Box File Path Settings.

Preset Name: Enter the name of the preset Box path to create. You may
enter a maximum of 31 characters, and it may not be a
duplicate of any other preset path name. This field is
required and is blank by default.

File Path: Enter the Box file path. The file path must be a valid file
path in the destination Box account.

Use Login Select this check box to use the same credentials as were
Credentials: used to start the Authorized Send scan session. If you
unselect this check box, a different set of valid credentials
must be supplied. This is checked by default.

User Name: The [User Name] text box is displayed only when the [Use
Login Credentials] check box is unselected. Enter a valid
user name which will be used to authenticate against
Authorized Send. The name has a maximum of 255
characters.

Domain: The [Domain] text box is displayed only when the [Use
Login Credentials] check box is unselected. Enter a valid
account domain which will be used to authenticate against
Authorized Send. The domain has a maximum of 255
characters.

NOTE
If the user and domain name specified above do not already have a valid Box
token on the device, the user is redirected to Box login to create one.

300 Authorized Send V6.4 Configuration Guide

 4. Click [Create].

If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

To cancel creating the preset share and return to the Preset Box Paths
configuration screen, click [Cancel].

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 5. If you want to specify a server name that automatically populates the value in the
Preselected Box Path drop-down list on the Authorized Send SCAN TO BOX
screen on the machine, select a server name from the Preselected Box Path drop-
down list ➞ click [Save].

NOTE
• The default setting is ‘Select Box Path’
• ‘Select Box Path’ appears automatically in the Preset Server drop-down list on
the Authorized Send SCAN TO BOX screen on the machine.
• If the preselected Box path you selected is deleted, ‘Select Box Path’ is
displayed in the Preset Box Path drop-down list on the Authorized Send SCAN
TO BOX screen on the machine.

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2.15.2 Editing a Preset Box Path
You can edit a previously created preset Box path from the Preset Box Paths
configuration screen.

1. Click [Scan to Box] ➞[Preset Box Paths] ➞ select the check box next to the
preset Box path you want to edit ➞click [Edit].

The Update Preset Box File Path screen displays.

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 2. Edit the settings for the preset Box path, as necessary ➞ click [Update].

If you make a mistake while editing the settings, click [Reset] to return the
settings to their original values.

To cancel editing the preset SharePoint and return to the Preset Box Paths
configuration screen, click [Cancel].

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2.15.3 Deleting a Preset Box Path
You can delete a previously created preset Box path from the Preset Box Paths
configuration screen.

1. Click [Scan to Box] ➞[Preset Box Paths] ➞ select the check box next to the
preset Box path you want to delete ➞click [Delete].

Authorized Send V6.4 Configuration Guide 305

 2. Click [OK] on the confirmation dialog box.

If you do not want to delete the preset Box path, click [Cancel].

The preset Box path is deleted from the list.

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2.16 Configuring the Scan to Google Drive Settings
You can configure the Scan to Google Drive function, which enables users to scan and
send documents via a Google Drive account, and create preset Google Drive
destinations.

IMPORTANT
• If an AMS enabled login application is installed and running on the machine, [Scan to
Google Drive] may be displayed but disabled on the machine, based on the role of the
user that logged on to the login application, even if the Scan to Google Drive function
is enabled in the Authorized Send Configuration servlet.
• If an AMS enabled login application is installed and running on the machine, and the
login application specifies that scanning is disabled, the functions that were enabled
in the Authorized Send Configuration servlet are all disabled on the machine, and an
error message is displayed.

1. Click [Scan to Google Drive] ➞ [General].

The Scan to Google Drive screen displays.

Authorized Send V6.4 Configuration Guide 307

 2. Configure the settings under <Access Controls>.

Access Controls

Scan to Check this box to force all users to scan to a pre-set Google
Preselected Drive path only. If this is unchecked, the [Preset Google Drive
Google Drive Path], [File Path], and [Browse] check boxes appear. This is
Path only: unchecked by default.

Disabled Item Column

Preset Google Check this box to remove the “Preset Google Drive Path”
Drive Path: selection from the Scan to Google Drive pull-down list. This is
unchecked by default.

File Path: Check this box to remove the [Google Drive Path] text field
from the Scan to Google Drive screen on the machine console.
This is unchecked by default.

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 Browse: Check this box to remove the [Browse] button from the Scan to
Google Drive screen on the machine console. This is
unchecked by default.

File Name: Check this box to disable the [File Name] text field on the Scan
to Google Drive screen on the machine console. This is
unchecked by default.

Default Value Column

File Name: Enter the name of a default file name which appears in the [File
Name] text box on the Scan to Google Drive screen. The field
has a maximum length of 251 characters, which must be
alphanumeric, or one of the following characters:

“ “ (space)
“`” (accent)
“-“ (hyphen)
“=” (equal)
“!” (exclamation mark)
“@” (at)
“$” (dollar sign)
“^” (carat)
“(“ (left parenthesis)
“)” (right parenthesis)
“_” (underscore)
“+” (plus)
“.” (period)

If Advanced File Name is enabled, the File Name has any

customized fields appended.

Authorized Send V6.4 Configuration Guide 309

 3. If you need to clear any outdated or obsolete Google Drive access tokens, press
[Purge] to remove them. A new Google Drive access token is generated the next
time Authorized Send makes a call to the Google Drive API.

310 Authorized Send V6.4 Configuration Guide

 4. Configure the settings under <General Settings>.

General Settings

Google Drive If the [Default] check box is selected, enter a new name for the
Button Label: [Scan to Google Drive] button on the machine console. By
default, the [Default] check box is selected and the label is
“Scan to Google Drive”. This text field is active only when the
[Default] check box is not selected.

Default: Select this check box if you want to use the default button on
the machine console (“Scan to Google Drive”). This check box
is selected by default.

File Name Enter one or more File Name Templates which the user can
Templates: select when creating a scan job. The names in this list are
created under the <File Name> tab. See “Configuring the File
Name,” on p. 407. The default value is ‘Default’. Separate
entries must be separated by commas. You can enter the File
Name Templates manually or select the Templates from the
Append drop-down list and click [Append].

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 Append: Click [Append] to add a File Name Template (set in the
Append drop-down list) to the string in the [File Name
Templates] text box.

Append drop- Select a pre-defined File Name Template that is added to the
down: string in the [File Name Templates] text box after you click
[Append].

Scan Setting Select a scan profile from the pull-down list. The scan profiles
Profile: are set using the Scan Setting Profile function.

Do Not Store Select this check box if you want users to have to log in to their
Token to Stay Google Drive account every time they use Authorized Send. If
Logged In: this is not selected, the user credentials are saved between
sessions. This is unchecked by default.

Revocation of If you do not select the [Do Not Store Token...] check box,
Token after [0- enter the number of days after which the authorization token
365] Days should expire. The value must be a number from zero (0) to
365. If the revocation period is set to 0, tokens expire according
to Google Drive policy. The default value is 0.

Retrieve User Select this check box to enable Authorized Send to use
Google Drive information from the user’s Google Drive account.
info:

For Sending The [For Sending Confirmation Email] check box is displayed
Confirmation only when the [Retrieve User Google Drive info] check box is
Email selected. Select this check box to send confirmation emails to
the address associated with the user’s Google Drive account.
When scanning to multiple destinations or using the one-touch
buttons, this check box only has an effect if all destinations are
Google Drive locations.

For User ID in The [For Sending Confirmation Email] check box is displayed
File Name only when the [Retrieve User Google Drive info] check box is
selected. Select this check box to use the user’s Google Drive
account ID instead of the ${UID} placeholder in file name
appendixes.

312 Authorized Send V6.4 Configuration Guide

 Job Status Select this check box if you want the logged on user of the Scan
Notification: to Google Drive session to receive confirmation printout or
email.

Print Job Status The [Print Job Status] check box is displayed only when the
[Job Status Notification] check box is selected. Select this
check box if you want the logged on user of the Scan to Google
Drive session to receive a confirmation printout.

E-Mail Job The [E-Mail Job Status to Self] check box is displayed only
Status to Self when the [Job Status Notification] check box is selected. Select
this check box if you want the logged on user of the Scan to
Google Drive session to receive a confirmation email.

5. Click [Save].

NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

Authorized Send V6.4 Configuration Guide 313

2.16.1 Creating a Preset Google Drive Path
You can create any number of preset Google Drive paths.

1. Click [Scan to Google Drive] ➞ [Preset Google Drive Paths].

The Preset Google Drive Paths screen displays.

314 Authorized Send V6.4 Configuration Guide

 2. Click [Add].

The Create Preset Google Drive File Path screen displays.

Authorized Send V6.4 Configuration Guide 315

 3. Configure the Preset Google Drive File Path Settings.

Preset Name: Enter the name of the preset Google Drive path to create.
You may enter a maximum of 31 characters, and it may not
be a duplicate of any other preset path name. This field is
required and is blank by default.

File Path: Enter the Google Drive file path. The file path must be a
valid file path in the destination Google Drive account.

Use Login Select this check box to use the same credentials as were
Credentials: used to start the Authorized Send scan session. If you
unselect this check box, a different set of valid credentials
must be supplied. This is checked by default.

User Name: The [User Name] text box is displayed only when the [Use
Login Credentials] check box is unselected. Enter a valid
user name which will be used to authenticate against
Authorized Send. The name has a maximum of 255
characters.

Domain: The [Domain] text box is displayed only when the [Use
Login Credentials] check box is unselected. Enter a valid
account domain which will be used to authenticate against
Authorized Send. The domain has a maximum of 255
characters.
NOTE
If the user and domain name specified above do not already have a valid Box
token on the device, the user is redirected to Box login to create one.

316 Authorized Send V6.4 Configuration Guide

 4. Click [Create].

If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

To cancel creating the preset share and return to the Preset Google Drive Paths
configuration screen, click [Cancel].

Authorized Send V6.4 Configuration Guide 317

 5. If you want to specify a server name that automatically populates the value in the
Preselected Google Drive Path drop-down list on the Authorized Send SCAN TO
GOOGLE DRIVE screen on the machine, select a server name from the
Preselected Google Drive Path drop-down list ➞ click [Save].

NOTE
• The default setting is ‘Select Google Drive Path’
• ‘Select Google Drive Path’ appears automatically in the Preset Server drop-
down list on the Authorized Send SCAN TO GOOGLE DRIVE screen on the
machine.
• If the preselected Google Drive path you selected is deleted, ‘Select Google
Drive Path’ is displayed in the Preset Google Drive Path drop-down list on the
Authorized Send SCAN TO GOOGLE DRIVE screen on the machine.

318 Authorized Send V6.4 Configuration Guide

2.16.2 Editing a Preset Google Drive Path
You can edit a previously created preset Google Drive path from the Preset Google
Drive Paths configuration screen.

1. Click [Scan to Google Drive] ➞ [Preset Google Drive Paths] ➞ select the check
box next to the preset Google Drive path you want to edit ➞ click [Edit].

The Update Preset Google Drive File Path screen displays.

Authorized Send V6.4 Configuration Guide 319

 2. Edit the settings for the preset Google Drive file path, as necessary ➞ click
[Update].

If you make a mistake while editing the settings, click [Reset] to return the
settings to their original values.

To cancel editing the preset Google Drive file path and return to the Preset
Google Drive Paths configuration screen, click [Cancel].

320 Authorized Send V6.4 Configuration Guide

2.16.3 Deleting a Preset Google Drive File Path
You can delete a previously created preset Google Drive path from the Preset Google
Drive Paths configuration screen.

1. Click [Scan to Google Drive] ➞ [Preset Google Drive Paths] ➞ select the check
box next to the preset Google Drive path you want to delete ➞ click [Delete].

Authorized Send V6.4 Configuration Guide 321

 2. Click [OK] on the confirmation dialog box.

If you do not want to delete the preset Google Drive path, click [Cancel].

The preset Google Drive path is deleted from the list.

322 Authorized Send V6.4 Configuration Guide

2.17 Configuring the Scan to Multi-Destinations
You can configure the Scan to Multi-Destinations function, which enables users to scan
and send documents via Scan to E-Mail, Scan to Fax, Scan to I-Fax, Scan to Folder,
Scan to FTP, Scan to SharePoint, Scan to Box, and Scan to Google Drive at the press of
the [Scan to Multi-Destinations] key. A maximum of 10 destinations can be selected by
the user.

IMPORTANT
• If an AMS enabled login application is installed and running on the machine, [Scan to
Multi-Destinations] may be displayed but disabled on the machine, based on the role
of the user that logged on to the login application, even if the Scan to
Multi-Destinations function is enabled in the Authorized Send Configuration servlet.
• If an AMS enabled login application is installed and running on the machine, and the
login application specifies that scanning is disabled, the functions that were enabled
in the Authorized Send Configuration servlet are all disabled on the machine, and an
error message is displayed.

1. Click [Scan to Multi-Destinations].

The Scan to Multi-Destinations screen is displayed.

Authorized Send V6.4 Configuration Guide 323

 2. Configure the settings under <Destination Controls>.

324 Authorized Send V6.4 Configuration Guide

 Destination Controls

Enabled Column

Scan to E-mail: Select each check box if you want the

Scan to Folder: corresponding function to appear in the New
Scan to Fax: Destinations drop-down list on the Authorized
Scan to RightFax Send SCAN TO MULTI-DESTINATIONS screen
Scan to Fax2Mail: on the machine. The [Scan to E-mail] and [Scan to
Scan to I-Fax: Folder] check boxes are selected by default.
Scan to FTP:
Scan to SharePoint:
Scan to Box:
Scan to Google Drive:
NOTE
• The listed Destination Controls will vary,
depending on machine configuration and
capabilities.
• If you select the [Scan to E-Mail], [Scan to
Folder], [Scan to Fax], [Scan to I-Fax],
[Scan to FTP], and [Scan to SharePoint]
check boxes in the [Feature Controls] tab,
which enables these functions, the settings
used when [Scan to Multi-Destinations] is
pressed on the MAIN screen on the
machine, are those configured within each
function.
• These settings are also reflected in the
available destinations for Personal Buttons.
See the Authorized Send Version 6.4 User’s
Guide for more information.
• If the function check boxes are not selected
in the [Feature Controls] tab, the settings
used when [Scan to
Multi-Destinations] is pressed on the MAIN
screen on the machine, are the default
values of the individual functions.

Authorized Send V6.4 Configuration Guide 325

 3. Configure the settings under <General Settings>.

General Settings

Multi-Destinations Enter the label for the [Scan to Multi-Destinations] key

Button Label: that appears on the Authorized Send MAIN screen on the
machine. It is a required text box that cannot be left blank.
The number of any characters permitted is restricted by the
width of the Scan to Multi-Destinations icon.

Scan Setting Profile: Select a scan setting profile from the drop-down list. The
default setting is ‘Default’, which corresponds to the
default settings on the Scan Settings screen.

Default: Select this check box if you want to use the default
Multi-Destinations Button Label setting (‘Scan to Multi-
Destinations’). The Multi-Destinations Button Label text
box cannot be changed when the Default check box is
selected.

Job Status Select this check box if you want the logged on user of the
Notification: Scan to Multi-Destinations session to receive confirmation
printout or email.

326 Authorized Send V6.4 Configuration Guide

 Print Job Status: The [Print Job Status] check box is displayed only when the
[Job Status Notification] check box is selected. Select this
check box if you want the logged on user of the Scan to
Multi-Destinations session to receive a confirmation
printout.

E-Mail Job Status The [E-Mail Job Status to Self] check box is displayed only
to Self: when the [Job Status Notification] check box is selected.
Select this check box if you want the logged on user of the
Scan to Multi-Destinations session to receive a
confirmation email.

4. Click [Save].

NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

Authorized Send V6.4 Configuration Guide 327

2.18 Configuring the One-Touch Buttons Settings
You can configure the One-Touch Buttons function, which enables users to scan and
send documents using predetermined servers, destinations, and scan settings.

IMPORTANT
• If an AMS enabled login application is installed and running on the machine,
[One-Touch Buttons] may be displayed but disabled on the machine, based on the
role of the user that logged on to the login application, even if the One-Touch Buttons
function is enabled in the Authorized Send Configuration servlet.
• If an AMS enabled login application is installed and running on the machine, and the
login application specifies that scanning is disabled, the functions that were enabled
in the Authorized Send Configuration servlet are all disabled on the machine, and an
error message is displayed.

1. Click [One-Touch Buttons] ➞ [General].

The One-Touch Buttons screen is displayed.

328 Authorized Send V6.4 Configuration Guide

 2. Configure the settings under <Shared Button Access Controls>.

Shared Button Access Controls

Disabled Item Column

File Name: Select this check box if you want to prevent the user from
using the [File Name] text box on the Authorized Send
FILE NAME screen on the machine. If you select this
check box, the [File Name] text box is disabled and grayed
out.

Default Value Column

File Name: Enter the default file name to be displayed in the [File
Name] text box on the Authorized Send FILE NAME
screen on the machine. This text box is optional. You can
enter a string that consists of any character, and a
maximum of 251 characters.

Authorized Send V6.4 Configuration Guide 329

 3. Configure the settings under <Shared Button Workflow Redefinition>.

Shared Button Workflow Redefinition

‘When [Back] button Select the behavior of the [Back] button on the scan status
is pressed’ screen.
drop-down list:

330 Authorized Send V6.4 Configuration Guide

 4. Configure the settings under <Purge Personal Buttons>.

Purge Personal Buttons

Purge drop-down list: Select the user account inactivity threshold where
personal buttons will be purged. If a user has not logged
in since the set threshold and you click [Purge], all of that
user’s personal buttons are deleted.

Purge: Click [Purge] to immediate perform the personal button

purge operation selected in the corresponding drop-down
list.

Authorized Send V6.4 Configuration Guide 331

 5. Configure the settings under <General Settings>.

General Settings

One-Touch Enter the label for the [One-Touch Buttons] key that
Button Label: appears on the Authorized Send MAIN screen on the
machine. It is a required text box that cannot be left blank.
The number of any characters permitted is restricted by the
width of the One-Touch Buttons icon.

Default: Select this check box if you want to use the default
One-Touch Button Label setting (‘One-Touch Buttons’).
The One-Touch Button Label text box cannot be changed
when the Default check box is selected.

Enable Sorting Select this check box if you want to give the user the
Option for Buttons: option to sort the one-touch buttons. If this check box is
selected, the [Sort One-Touch Buttons] check box appears
on the Authorized Send ONE-TOUCH BUTTONS screen
on the machine. The [Enable Sorting Option for Buttons]
check box is selected by default.

332 Authorized Send V6.4 Configuration Guide

 Job Status Select this check box if you want the logged on user of the
Notification: One-Touch Buttons session to receive confirmation
printout or email.

Print Job Status: The [Print Job Status] check box is displayed only when the
[Job Status Notification] check box is selected. Select this
check box if you want the logged on user of the One-Touch
Buttons session to receive a confirmation printout.

E-Mail Job Status The [E-Mail Job Status to Self] check box is displayed only
to Self: when the [Job Status Notification] check box is selected.
Select this check box if you want the logged on user of the
One-Touch Buttons session to receive a confirmation
email.

Enable E-Mail Select this check box to append a disclaimer message to

Disclaimer: all Scan to E-Mail jobs started by a One-Touch Button. The
disclaimer appears after the main body of text. This check
box is unselected by default

E-Mail Disclaimer: Enter the text to append to Scan to E-Mail jobs started by a
One-Touch Button in the [E-Mail Disclaimer] text box. The
text box must have at least one character and no more than
5,000 characters. The [E-Mail Disclaimer] text box appears
only if the [Enable E-Mail Disclaimer] check box is
enabled.

6. Click [Save].

NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

Authorized Send V6.4 Configuration Guide 333

2.18.1 Creating a Server Profile
You can create a server profile to be used as a destination by any one-touch button.

You can create up to 10 Server Profiles.

1. Click [One-Touch Buttons] ➞ [Server Profile].

The Server Profiles screen is displayed.

334 Authorized Send V6.4 Configuration Guide

 2. Click [Add].

The Create Server Profile screen is displayed.

Authorized Send V6.4 Configuration Guide 335

 3. Configure the [Profile Name] text box and Profile Type drop-down list.

Profile Name: Enter a name for the server profile. This name is added to
the Profile Name list on the Server Profiles screen. It is a
required text box that cannot be left blank. The Profile
Name is case-sensitive. You can enter a string that consists
of any character, and a maximum of 20 characters.

Profile Type: Select [Windows Domain] or [FTP] from the drop-down

list as the type of host server Authorized Send is connected
to for user authentication. The default setting is ‘Windows
Domain’.

336 Authorized Send V6.4 Configuration Guide

 4. Click the Method drop-down list to select the authentication method.

Kerberos: The machine communicates directly to Active Directory.

NTLM: The machine communicates directly to Active Directory.

Authorized Send V6.4 Configuration Guide 337

 5. Configure the settings for the selected authentication method.

5.1 If you select [Kerberos] as the authentication method, configure the

Authentication Settings and Active Directory Search Settings.

Authentication Settings

Method: Kerberos

Pull Host from Select [Yes] to automatically pull the host information
DNS: from the DNS after you click [Create]. Select [No] if you
want to manually configure the host information. The
default setting is ‘No’.

If you select the [Yes] radio button, the first “live”

domain controller is used as the authentication server
after you click [Create].

Host: This text box is displayed only if Pull Host from DNS is
set to ‘No’. Enter the DNS name or IP address of the
authentication server. You can enter a string that consists
of any character, and an unlimited number of characters.

Port: Enter the connecting port number of the authentication

server. You can enter a maximum of five numbers. The
default port number is ‘389’.

338 Authorized Send V6.4 Configuration Guide

 SSL: Select this check box if you want the authentication
server to use SSL. If you select this check box, the host
port number automatically changes to ‘636’.

Test: This check box is displayed only if Pull Host from DNS
is set to ‘No’. Select this check box if you want the
connection to the authentication server to be verified
before you save the settings. The [Test] check box is
selected by default.

Hostname: This text box is displayed only for Kerberos, and if Pull
Host from DNS is set to ‘No’. Enter the host name of the
authentication server. This is a required text box that
cannot be left blank. You can enter a string that consists
of any character, and an unlimited number of characters.

Domain Name: Enter the authentication server domain for this device.
You can enter a string that consists of any character, and
an unlimited number of characters. The default value is
pulled from the device.

User Name: Enter the user name to use when you sign in on the
Authorized Send SIGN IN screen on the machine. This
user name is used when the user’s own credentials cannot
access the scan’s target destination. You can enter a
string that consists of any character, and an unlimited
number of characters.

Password: Enter the password to use when you sign in on the

Authorized Send SIGN IN screen on the machine. This
password is used when the user’s own credentials cannot
access the scan’s target destination. You can enter a
string that consists of any character, and an unlimited
number of characters.

Authorized Send V6.4 Configuration Guide 339

 Active Directory Search Settings

Search Root: Specify the search root for searching the user’s home
directory via LDAP.

Depending on your environment, you must enter the Base

DN (Distinguished Name) of the location of the user
accounts.

It is a required text box that cannot be left blank. You can

enter a string that consists of any character, and an
unlimited number of characters. The default value for the
[Search Root] text box is blank if the [Domain Name]
text box is blank. If the [Domain Name] text box is
populated, the [Search Root] text box is automatically
populated based on the text entered in the [Domain
Name] text box.

LDAP Match Select [sAMAccountName] or [userPrincipalName]

Attribute: from the drop-down list to determine which attribute to
use for LDAP match. This enables you to search for the
user’s Home Directory. The default setting is
‘sAMAccountName’.

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 5.2 If you select [NTLM] as the authentication method, configure the
Authentication Settings and Active Directory Search Settings.

Authentication Settings

Method: NTLM

Pull Host from Select [Yes] to automatically pull the host information
DNS: from the DNS after you click [Create]. Select [No] if you
want to manually configure the host information. The
default setting is ‘No’.

If you select the [Yes] radio button, the first “live”

domain controller is used as the authentication server
after you click [Create].

Host: This text box is displayed only if Pull Host from DNS is
set to ‘No’. Enter the DNS name or IP address of the
authentication server. You can enter a string that consists
of any character, and an unlimited number of characters.

Port: Enter the connecting port number of the authentication

server. You can enter a maximum of five numbers. The
default port number is ‘389’.

Authorized Send V6.4 Configuration Guide 341

 SSL: Select this check box if you want the authentication
server to use SSL. If you select this check box, the host
port number automatically changes to ‘636’.

Test: This check box is displayed only if Pull Host from DNS
is set to ‘No’. Select this check box if you want the
connection to the authentication server to be verified
before you save the settings. The [Test] check box is
selected by default.

Domain Name: Enter the authentication server domain for this device.
You can enter a string that consists of any character, and
an unlimited number of characters. The default value is
pulled from the device.

User Name: Enter the user name to use to sign in on the Authorized
Send SIGN IN screen on the machine. This user name is
used when the user’s own credentials cannot access the
scan’s target destination. You can enter a string that
consists of any character, and an unlimited number of
characters.

Password: Enter the password to use when you sign in on the

Authorized Send SIGN IN screen on the machine. This
password is used when the user’s own credentials cannot
access the scan’s target destination. You can enter a
string that consists of any character, and an unlimited
number of characters.

Active Directory Search Settings

Search Root: Specify the search root for searching the user’s home
directory via LDAP.

Depending on your environment, you must enter the Base

DN (Distinguished Name) of the location of the user
accounts.

It is a required text box that cannot be left blank. You can

enter a string that consists of any character, and an
unlimited number of characters. The default value for the
[Search Root] text box is blank if the [Domain Name]
text box is blank. If the [Domain Name] text box is
populated, the [Search Root] text box is automatically
populated based on the text entered in the [Domain
Name] text box.

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 LDAP Match Select [sAMAccountName] or [userPrincipalName]
Attribute: from the drop-down list to determine which attribute to
use for LDAP match. This enables you to search for the
user’s Home Directory. The default setting is
‘sAMAccountName’.

6. Click [Create].

If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

To cancel creating the server profile and return to the Server Profiles screen, click
[Cancel].

A message is displayed informing you that the configuration has been saved, and
the screen returns to the Server Profiles screen.

IMPORTANT
• Select the [Test] check box next to <Host> if you want to test the validity of the
IP addresses you entered before saving.
• If validation fails, an error message is displayed. Enter the correct
information ➞ click [Save].

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2.18.2 Editing a Server Profile
You can edit a previously created server profile name from the Server Profiles
configuration screen.

1. Click [One-Touch Buttons] ➞ [Server Profile] ➞ select the check box next to the
server profile name you want to edit ➞ click [Edit].

The Update Server Profile screen is displayed.

344 Authorized Send V6.4 Configuration Guide

 2. Edit the settings for the server profile, as necessary ➞ click [Update].

If you make a mistake while editing the settings, click [Reset] to return the
settings to their original values.

To cancel editing the server profile name and return to the Server Profiles
configuration screen, click [Cancel].

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2.18.3 Deleting a Server Profile
You can delete a previously created server profile name from the Server Profiles
configuration screen.

1. Click [One-Touch Buttons] ➞ [Server Profile] ➞ select the check box next to the
server profile name you want to delete ➞ click [Delete].

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 2. Click [OK] on the confirmation dialog box.

If you do not want to delete the server profile name, click [Cancel].

The server profile name is deleted from the list.

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2.18.4 Creating a Shared Button Definition
You can create a shared button definition that defines a button’s name, destination
settings, server that is used, scan settings profile, and metadata settings. Shared
buttons are available to all users.

You can create up to 12 shared button definitions.

1. Click [One-Touch Buttons] ➞ [Shared Button Definition].

The Button Definition screen is displayed.

348 Authorized Send V6.4 Configuration Guide

 2. Click [Add].

The Create Button Definition screen is displayed.

Authorized Send V6.4 Configuration Guide 349

 3. Select [Share Folder], [FTP Server], [SharePoint], [E-Mail], [I-FAX], [FAX],
[RightFax], [Fax2Mail], [Box], or [Google Drive] from the Destination Type
drop-down list to select the destination type.

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 4. Configure the settings for the selected destination type.

4.1 If you select [Share Folder] as the destination type, configure the
Destination Settings ➞ click [Add Destination].

Destination Settings

Destination Type: Share Folder

Destination Name: Enter a destination name to be added to the

Destinations list box. This text box is required. You
can enter a string that consists of any character, and
a maximum of 40 characters.

Authentication: Select [Use User Login Credentials], [User Server

Profile], or [Use Local Credentials] from the
drop-down list to authenticate to the folder. The
default setting is ‘Use User Login Credentials’.

File Server: Enter the DNS name or IP address to where you

want to send scanned documents. This text box is
required. You can enter a string that consists of any
character, and an unlimited number of characters.

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 File Path: Enter the path of the folder to where you want to
send scanned documents. This text box is required.
You can enter a string that consists of any character,
and an unlimited number of characters.

Append: Click [Append] to add a dynamic variable (set in

the Append drop-down list) to the string in the [File
Path] text box.

Append Select a dynamic variable that is added to the string

drop-down: in the [File Path] text box after you click [Append].
The default value is ‘User Name’.

E-Mail Select this check box if you want Authorized Send

Confirmation: to e-mail a confirmation message to the user at the
completion of a Scan to Folder job. An e-mail is
sent regardless of success or failure of the job.

The destination is added to the Destinations list box.

If you want to move a destination’s location up or down in the list, select

the destination ➞ click [Up] or [Down].

If you want to delete a destination, select the destination ➞ click [Delete].

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 4.2 If you select [FTP Server] as the destination type, configure the
Destination Settings ➞ click [Add Destination].

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 Destination Settings

Destination Type: FTP Server

Destination Name: Enter a destination name that is added to the

Destinations list box. This text box is required. You
can enter a string that consists of any character, and
a maximum of 40 characters.

FTP Server Profile: Select an FTP server profile from the drop-down
list.

Folder Path: Enter the path of the folder to where you want to
send scanned documents. You can enter a string that
consists of any character, and a maximum of 255
characters.

Append: Click [Append] to add a dynamic variable (set in

the Append drop-down list) to the string in the
[Folder Path] text box.

Append Select a dynamic variable that is added to the string

drop-down: in the [Folder Path] text box after you click
[Append]. The default value is ‘User Name’.

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 The destination is added to the Destinations list box.

If you want to move a destination’s location up or down in the list, select

the destination ➞ click [Up] or [Down].

If you want to delete a destination, select the destination ➞ click [Delete].

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 4.3 If you select [SharePoint] as the destination type, configure the
Destination Settings ➞ click [Add Destination].

Destination Settings

Destination Type: SharePoint

Destination Name: Enter a destination name that is added to the

Destinations list box. This text box is required. You
can enter a string that consists of any character, and
a maximum of 40 characters.

Authentication: Select [Use User Login Credentials], [User Server

Profile], or [Use Local Credentials] from the
drop-down list to authenticate to the SharePoint
server. The default setting is ‘Use User Login
Credentials’.

Server URL: Enter the URL address to where you want to send
scanned documents. You can enter a string that
consists of any character, and an unlimited number
of characters.
Site Path: Enter the path to the site where you want to send
scanned documents. This is an optional text box.
You can enter a string that consists of any character,
and an unlimited number of characters.

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 Library Name: Enter the name of the library where you want to
send scanned documents. You can enter a string that
consists of any character, and an unlimited number
of characters.

Folder Path: Enter the path of the folder under the library to
where you want to send scanned. This is an optional
text box. You can enter a string that consists of any
character, and an unlimited number of characters.

File Properties: Enter the property values needed to upload to a

SharePoint library location. Each line should
contain only one property name and its value in the
format of ‘propertyName=propertyValue’. You can
enter up to 15 lines, and each line can contain any
characters.

Click for help: Click this hyperlink to open a browser window,

which shows examples of the proper way to enter
the property values for the [File Properties]
text box.

Authorized Send V6.4 Configuration Guide 357

 The destination is added to the Destinations list box.

If you want to move a destination’s location up or down in the list, select

the destination ➞ click [Up] or [Down].

If you want to delete a destination, select the destination ➞ click [Delete].

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 4.4 If you select [E-Mail] as the destination type, configure the Destination
Settings ➞ click [Add Destination].

Destination Settings

Destination Type: E-Mail

Destination Name: Enter a destination name that is added to the

Destinations list box. This text box is required. You
can enter a string that consists of any character, and
a maximum of 40 characters.

To: Enter an e-mail address. You can enter a string that

consists of any character, and a maximum of 255
characters.

Self: Select this check box to display the e-mail address

of the user logged on to Authorized Send in the [To]
text box.

Subject: Enter a subject. You can enter a string that consists

of any character, and a maximum of 255 characters.

Body: Enter an e-mail message. You can enter a string that

consists of any character, and a maximum of 255
characters

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 The destination is added to the Destinations list box.

If you want to move a destination’s location up or down in the list, select

the destination ➞ click [Up] or [Down].

If you want to delete a destination, select the destination ➞ click [Delete].

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 4.5 If you select [I-FAX] as the destination type, configure the Destination
Settings ➞ click [Add Destination].

Destination Settings

Destination Type: I-FAX

Destination Name: Enter a destination name that is added to the

Destinations list box. This text box is required. You
can enter a string that consists of any character, and
a maximum of 40 characters.

Fax Numbers: Enter a fax number, or fax numbers separated by

commas or semicolons. You can enter a string of
alphanumeric characters, periods (“.”), hyphens (“-
“), spaces (‘ “), and underscores (“_”), separated by
commas or semicolons, and a maximum of 255
characters.

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 The destination is added to the Destinations list box.

If you want to move a destination’s location up or down in the list, select

the destination ➞ click [Up] or [Down].

If you want to delete a destination, select the destination ➞ click [Delete].

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 4.6 If you select [FAX] as the destination type, configure the Destination
Settings ➞ click [Add Destination].

Destination Settings

Destination Type: FAX

Destination Name: Enter a destination name that is added to the

Destinations list box. This text box is required. You
can enter a string that consists of any character, and
a maximum of 40 characters.

Fax Numbers: Enter a fax number, or fax numbers separated by

commas. You can enter a string of only numbers
separated by commas, and a maximum of 255
characters.

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 4.7 If you select [RightFax] as the destination type, configure the Destination
Settings ➞ click [Add Destination].

Destination Settings

Destination Type: RightFax

Destination Name: Enter a destination name that is added to the

Destinations list box. This text box is required. You
can enter a string that consists of any character, and
a maximum of 40 characters.

Authentication: Select either [Use User Login Credentials] or [Use

Local Credentials]. If authentication is set to [Use
User Login Credentials], Authorized Send uses the
user’s current credentials to log in to the RightFax
server. If the credentials are invalid, the send fails.
If authentication is set to [Use Local Credentials],
the user is prompted to enter a user name and
password before sending.

Local User Name: This text box appears only when [Authentication] is
set to [Use Local Credentials].

Local Password: This text box appears only when [Authentication] is

set to [Use Local Credentials].

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 Billing Account: The RightFax administrator can identify faxes based
on certain criteria. Enter the RightFax billing
account number if it is known. This field is
optional.

Billing Matter: The RightFax administrator can identify faxes based

on certain criteria. Enter the RightFax billing matter
if it is known. This field is optional.

Fax Numbers: Enter a fax number, or fax numbers separated by

commas. You can enter a string of only numbers
separated by commas, and a maximum of 255
characters.

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 4.8 If you select [Fax2Mail] as the destination type, configure the Destination
Settings ➞ click [Add Destination].

Destination Settings

Destination Type: Fax2Mail

Destination Name: Enter a destination name that is added to the

Destinations list box. This text box is required. You
can enter a string that consists of any character, and
a maximum of 40 characters.

Authentication: Select either [Use User Login Credentials] or [Use

Local Credentials]. If authentication is set to [Use
User Login Credentials], Authorized Send uses the
user’s current credentials to log in to the RightFax
server. If the credentials are invalid, the send fails.
If authentication is set to [Use Local Credentials],
the user is prompted to enter a user name and
password before sending.

Local User Name: This text box appears only when [Authentication] is
set to [Use Local Credentials].

Local Password: This text box appears only when [Authentication] is

set to [Use Local Credentials].

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 Billing Code: Fax2Mail can identify faxes by a
customer-assigned billing code. Enter the Fax2Mail
billing code number if it is known. The Billing
Code can be up to 20 characters long. This field is
optional.

Customer Reference: Fax2Mail can identify faxes by a customer-defined

identifier. Enter the Fax2Mail customer reference if
it is known. This field is optional.

Fax Numbers: Enter a fax number, or fax numbers separated by

commas. You can enter a string of only numbers
separated by commas, and a maximum of 255
characters.

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 4.9 If you select [Box] or [Google Drive] as the destination type, configure the
Destination Settings ➞ click [Add Destination].

Destination Settings

Destination Type: Box or Google Drive

Destination Name: Enter a destination name that is added to the

Destinations list box. This text box is required. You
can enter a string that consists of any character, and
a maximum of 40 characters.

Folder Path: Enter a folder path as the destination of the send

job.

NOTE
Authorized Send uses the current user’s credentials to log in to the
destination cloud service. If the current user does not have a valid cloud
service token on the device, the send fails.

368 Authorized Send V6.4 Configuration Guide

 The destination is added to the Destinations list box.

If you want to move a destination’s location up or down in the list, select

the destination ➞ click [Up] or [Down].

If you want to delete a destination, select the destination ➞ click [Delete].

Authorized Send V6.4 Configuration Guide 369

 5. Configure the settings under <Metadata Settings>.

Metadata Settings

Metadata Sending: Select [Do not send], [Send default (if enabled) – standard
and customized index], [Send default (if enabled) –
standard only and the following customized index], or
[Send the following customized index only] from the
drop-down list. The default setting is ‘Do not send’.

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 6. Configure the settings under <Customized Metadata Index Fields>.

Customized Metadata Index Fields

You can customize up to four (4) metadata index fields. For each custom index
field you want to define:

NOTE
Index Fields defined here will override those defined in the Metadata Index
configuration screen. For example, define Field 1 in the Metadata Index
configuration screen as a text box for a user name. Define Field 1 in this screen
as a drop-down list for a directory path. Any File Name templates you use in a
One-Touch Button definition which uses ${FIELD1} will use the directory path
drop-down list and not the user name text box. To use the system-wide
Metadata Index definitions, leave these fields undefined (set [Type] to [None]).

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 6.1 If you select [Textbox] as the field type, configure the metadata index
fields.

Field Type: [Textbox]

Required: If this check box is selected, the user is required

to input some text. If this check box is not
selected, the user can input text or no text. This
check box is not selected by default.

Field Label: Enter the label for this field that appears on the
Authorized Send CUSTOMIZED INDEX screen
on the machine. You can enter a string that
consists of any character, and a maximum of 60
characters. An asterisk appears before the label
name on the device screen if the [Required if
Included in File Name] check box is selected.

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 Field Default Value: Select the default value for the field. If you select
[None], no value appears in the field on the
Authorized Send CUSTOMIZED INDEX screen.
If you select [User Name], the current Authorized
Send user name appears in the field.

Value Changeable This check box appears only if the [Field Default
By End User: Value] is set to [User Name]. Select this check
box if you want the user to be able to change the
field from the user’s name to something else. This
is not selected by default.

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 6.2 If you select [DropDownList] as the field type, configure the metadata
index fields.

Field Type: [DropDownList]

In a drop-down list, the user can only select one

value from the options list. If you want to allow
users to select multiple values, use [List] instead.

Field Label: Enter the label for this field that appears on the
Authorized Send CUSTOMIZED INDEX screen
on the machine. You can enter a string that
consists of any character, and a maximum of 60
characters.

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 Field Selection Enter the values you want the user to select on
Values: Authorized Send CUSTOMIZED INDEX screen
on the machine, separated by commas. For each
value, you can enter a string that consists of any
alphanumeric character, and the following
symbols: space ‘ ’, accent ‘‘’, hyphen ‘-’, equal
‘=’, exclamation point ‘!’, at symbol ‘@’, dollar
sign ‘$’, carat ‘^’, left parentheses(’, right
parentheses)’, underscore ‘_’, plus sign ‘+’, and
period ‘.’. A comma ‘,’ can only be used as a
delimiter in this text box. Each individual value
cannot exceed a maximum of 251 characters. The
maximum number of selectable values cannot
exceed 20.

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 6.3 If you select [List] as the field type, configure the metadata index fields.

Field Type: [List]

In a list, the user can select one or more values

from the options list. If you want to limit users to
selecting only one value, use [DropDownList]
instead.

Required: If this check box is selected, the user is required

to input at least one list element, with multiple
elements separated by a comma. If this check box
is not selected, the user can input no elements.
This check box is not selected by default.

376 Authorized Send V6.4 Configuration Guide

 Field Label: Enter the label for this field that appears on the
Authorized Send CUSTOMIZED INDEX screen
on the machine. You can enter a string that
consists of any character, and a maximum of 60
characters.

Field Selection Enter the values you want the user to select on
Values: Authorized Send CUSTOMIZED INDEX screen
on the machine, separated by commas. For each
value, you can enter a string that consists of any
alphanumeric character, and the following
symbols: space ‘ ’, accent ‘‘’, hyphen ‘-’, equal
‘=’, exclamation point ‘!’, at symbol ‘@’, dollar
sign ‘$’, carat ‘^’, left parentheses(’, right
parentheses)’, underscore ‘_’, plus sign ‘+’, and
period ‘.’. A comma ‘,’ can only be used as a
delimiter in this text box. Each individual value
cannot exceed a maximum of 251 characters. The
maximum number of selectable values cannot
exceed 20.

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 7. Configure the settings under <General Settings>.

General Settings

Button Name: Enter a label for the button that appears on the Authorized
Send ONE-TOUCH BUTTONS screen on the machine. It
is a required text box that cannot be left blank. You can
enter a string that consists of any character. The number of
any characters permitted is restricted by the width of the
icon on the device’s display.

File Name Enter one or more File Name Templates which the user can
Templates: select when creating a scan job. The names in this list are
created under the <File Name> tab. See “Configuring the
File Name,” on p. 407. The default value is ‘Default’.
Separate entries must be separated by commas. You can
enter the File Name Templates manually or select the
Templates from the Append drop-down list and click
[Append].

Append: Click [Append] to add a File Name Template (set in the

Append drop-down list) to the string in the [File Name
Templates] text box.

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 Append Select a pre-defined File Name Template that is added to
drop-down: the string in the [File Name Templates] text box after you
click [Append].

File Name Prefix: Enter a prefix that is used for the names of all files
generated by this button. You can enter a string that
consists of any character, and a maximum of 50 characters.

File Name Suffix: Enter a suffix that is used for the names of all files
generated by this button. You can enter a string that
consists of any character, and a maximum of 50 characters

Scan Setting Profile: Select a scan setting profile from the drop-down list. The
default setting is ‘Default’, which corresponds to the
default settings on the Scan Settings screen.

8. Click [Save].

If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

To cancel creating the preset share and return to the Button Definition
configuration screen, click [Cancel].

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2.18.5 Editing a Button Definition
You can edit a previously created button definition from the Button Definition
configuration screen.

1. Click [One-Touch Buttons] ➞ [Shared Button Definition] ➞ select the check box
next to the button definition name you want to edit ➞ click [Edit].

The Update Button Definition screen is displayed.

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 2. Edit the settings for the button definition, as necessary ➞ click [Save].

If you make a mistake while editing the settings, click [Reset] to return the
settings to their original values.

To cancel editing the server profile name and return to the Button Definition
configuration screen, click [Cancel].

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 3. If you want to change the order in which the buttons appear on the ONE-TOUCH
BUTTONS screen, select the button that you want to move under <Button
Definition Order Settings> ➞ click [Up] or [Down] until the button appears
where you want it in the list.

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2.18.6 Deleting a Button Definition
You can delete a previously created button definition name from the Button
Definition configuration screen.

1. Click [One-Touch Buttons] ➞ [Shared Button Definition] ➞ select the check box
next to the button definition name you want to delete ➞ click [Delete].

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 2. Click [OK] on the confirmation dialog box.

If you do not want to delete the button definition name, click [Cancel].

The button definition name is deleted from the list.

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2.19 Configuring the Feature Controls
You can configure the Feature Controls function, which enables or disables all of the
different scanning functions and sets their order of appearance for the user.

1. Click [Feature Controls].

The Feature Controls screen is displayed.

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 2. Configure the settings under <Feature Controls>.

Feature Controls

Enabled Column

Select the [Scan to E-Mail], [Scan to Folder], [Scan to I-Fax], [Scan to RightFax],
[Scan to Fax2Mail], [Scan to FTP], [Scan to SharePoint], [Scan to Box], [Scan to
Google Drive], [Scan to Multi-Destinations], or [One-Touch Buttons] check box if
you want the individual functions to appear on the Authorized Send MAIN screen
on the machine.

NOTE
• The [Scan to E-Mail] and [Scan to Folder] check boxes are selected by default.
• If the device does not support analog fax phone lines, the [Scan to Fax] check box
is not displayed.

386 Authorized Send V6.4 Configuration Guide

 3. Configure the settings under <Feature Order Settings> ➞ click [Save].

Feature Order Settings

To rearrange the order of how functions appear in Feature Controls and on the
Authorized Send MAIN screen on the machine, select a function from the Feature
Order Settings scroll box ➞ click [Up] or [Down] to move the function’s location
in the list up or down. Each click you make moves the selected function up or down
in the list one line at a time.

The default order of the functions that appear on the Authorized Send MAIN screen
on the machine are Scan to E-Mail, Scan to Folder, Scan to I-Fax, Scan to
RightFax, Scan to Fax2Mail, Scan to FTP, Scan to SharePoint, Scan to Box, Scan to
Google Drive, Scan to Multi-Destinations, and One-Touch Buttons.

NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

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2.20 Configuring the Scan Settings
You can configure the Scan Settings function, which sets the default scan settings for
each file type.

IMPORTANT
If an AMS enabled login application is installed and running on the machine, and the
login application specifies that color scanning is disabled, the Color Mode drop-down
list is forced to ‘Black’, scanning is done only in black-and-white, and
[PDF(Compct)] and [JPEG] are grayed out.

2.20.1 Creating a Scan Setting Profile

You can create different Scan Setting Profiles to use during scanning.

1. Click [Scan Settings] ➞ click [Scan Setting Profile].

The Scan Setting Profile screen is displayed.

388 Authorized Send V6.4 Configuration Guide

 2. Click [Add] to create a new profile.

Authorized Send V6.4 Configuration Guide 389

 3. Enter a profile name in the [Profile Name] text box.

390 Authorized Send V6.4 Configuration Guide

 4. Configure the settings under <General Settings>.

General Settings

Disabled Column By default, each check box in this column is not selected.
Default File Type Select the check boxes next to the desired settings that
Selected: you want to disable and gray out on the Authorized Send
Blank Page Removal: SCAN SETTINGS screen on the machine. The check box
Job Build and: for [Job Build and Preview] cannot currently be selected.
Preview:

Default File Type If you want to change the default file type, select a file
Selected: type from the drop-down list. The default setting is
‘PDF’.

NOTE
The entire drop-down list may include [PDF],
[PDF(Compct)], [PDF(OCR)], [TIFF], [TIFF(Single)],
[JPEG], [XPS], [XPS(Compct)], [XPS(OCR)], [PPT],
[PPT(OCR)], or [WORD], depending on if the file type
is supported and installed on your machine.

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 Blank Page Removal: Select the sensitivity of the Blank Page Removal function
using the drop-down list. [Blank Page Removal 1] will
identify the least number of blank pages. [Blank Page
Removal 4] will identify the largest number of blank
pages. The default setting is ‘Blank Page Removal Off’.

NOTE
Blank Page Removal is not supported on the
imageRUNNER ADVANCE 4000 Series and 8200
Series. Blank Page Removal is not supported on the
imageRUNNER ADVANCE 3500 Series when the
color mode is set to B&W (black-and-white), the paper
size is Auto, Mixed, 11” x 17”, or A3, and the
resolution is 600 x 600 dpi. The Blank Page removal
feature is disabled for the user when these conditions
are met.

Job Build and Preview: Select [On] or [Off] to set the default state of the [Job
Build and Preview] button on the machine console. The
default setting is ‘Off’.

392 Authorized Send V6.4 Configuration Guide

 5. Configure the settings under <Default Scan Settings for File Types>.

Default Scan Settings for File Types

Scan Settings for File Select [PDF], [PDF(Compct)], [PDF(OCR)], [TIFF],

Type: [TIFF(Single)], [JPEG], [XPS], [XPS(Compct)],
[XPS(OCR)], [PPT], [PPT(OCR)], or [WORD] from the
drop-down list, depending on if the file type is supported
and installed on your machine. The file type selected in
conjunction with the specific scan settings that you select
and save, are displayed as the new default settings for that
file type on the Authorized Send SCAN SETTINGS
screen on the machine. The default setting is ‘PDF’.

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 Disabled Column By default, each check box in this column is not selected,
Paper Size: unless a particular default scan setting, based on the file
Resolution: type you select from the Scan Settings for File Type
Brightness: drop-down list, requires it to be disabled and grayed out.
PDF Encryption: Select the check boxes next to the desired settings that
Fast Web View: you want to disable and gray out on the Authorized Send
Reader Extensions: SCAN SETTINGS screen on the machine.
Image Mode:
Color Mode:
Sided:
PDF/A:
PDF Single:

NOTE
• The [PDF Encryption], [Fast Web View], and [Reader
Extensions] check boxes only appear on machines that
support these features.
• PDF/A is a file format for the long-term archiving of
electronic documents.
• PDF/A and Reader Extensions cannot be enabled
simultaneously.

Settings Column By default, some settings are automatically selected and

grayed out, based on the file type you select from the Scan
Settings for File Type drop-down list.

Paper Size: Select [Auto], [Letter], [Letter-R], [Legal], [11x17], or

[Mixed] from the drop-down list to correspond with the file
type that you selected from the Scan Settings for File Type
drop-down list. The default setting is ‘Auto’.

NOTE
• Select [Auto] if you want to scan a letter-size document
in a landscape orientation.
• If [Auto] is selected, scanning originals with different
sizes or with different orientations may produce
unexpected results.
• Select [Letter] if you want to scan in a portrait
orientation.
• If you select [Letter] for scanning in a landscape
orientation, the scanned image is truncated.
• Select [Mixed] to scan a batch of mixed-size originals.
• The Paper Size drop-down list is populated with only
‘Letter-R’ and ‘Legal’ for the imageRUNNER
ADVANCE 500iF and 400iF, and imageRUNNER
ADVANCE C350iF/C250iF devices.

394 Authorized Send V6.4 Configuration Guide

 Resolution: Select [200x200], [300x300], or [600x600] from the
drop-down list to correspond with the file type that you
selected from the Scan Settings for File Type drop-down
list. The default setting depends on the file type that you
selected.

NOTE
• If your machine does not support a particular resolution,
that resolution is not displayed.
• The Resolution drop-down list is populated with only
‘200x200 dpi’ and ‘300x300 dpi’ for the imageRUNNER
ADVANCE 500iF and 400iF, and imageRUNNER
ADVANCE C350iF/C250iF devices if [Auto] or [Full
Color] is selected from the Color Mode drop-down list.

Brightness: Select [Auto], [10%], [20%], [30%], [40%], [50%], [60%],

[70%], [80%], [90%], or [100%] from the drop-down list to
correspond with the file type that you selected from the
Scan Settings for File Type drop-down list. The default
setting is ‘Auto’.

Image Mode: Select [Text], [Text/Photo], or [Photo] from the

drop-down list to correspond with the file type that you
selected from the Scan Settings for File Type drop-down
list. The default setting is ‘Text’.

Authorized Send V6.4 Configuration Guide 395

 Color Mode: Select [Auto], [Full Color], or [Black] from the
drop-down list to correspond with the file type that you
selected from the Scan Settings for File Type drop-down
list. The default setting depends on the file type that you
selected.

NOTE
• If your machine’s scanner is black-and-white only,
[Black] is automatically selected and the Color Mode
drop-down list is disabled and grayed out.
• The Color Mode selections that are available depend on
the file type that you selected from the File Type
drop-down list.
− PDF: [Auto], [Full Color], and [Black]
− PDF(Compct): Only [Full Color]
− PDF(OCR): [Auto], [Full Color], and [Black]
− TIFF: Only [Black]
− TIFF(Single): Only [Black]
− JPEG: Only [Full Color]
− XPS: [Auto], [Full Color], and [Black]
− XPS(Compct): Only [Full Color]
− XPS(OCR): [Auto], [Full Color], and [Black]
− PPT: Only [Full Color]
− PPT(OCR): Only [Full Color]
− WORD: Only [Full Color]
• The Color Mode drop-down list is populated with only
‘Black’ for the imageRUNNER ADVANCE 500iF and
400iF, and imageRUNNER ADVANCE C350iF/C250iF
devices if [600x600 dpi] is selected from the Resolution
drop-down list.

Sided: Select [1 Sided], [2 Sided Booklet], or [2 Sided Calendar]

from the drop-down list to correspond with the file type
that you selected from the Scan Settings for File Type
drop-down list. The default setting is ‘1 Sided’.

PDF Single: Select [On] or [Off] from the drop-down list to set the
default state of the PDF Single check box in the Scan
Settings screen.

396 Authorized Send V6.4 Configuration Guide

 NOTE
The table below displays the default scan settings for each file type that
automatically appears on the Authorized Send SCAN SETTINGS screen on the
machine, unless they are changed and saved by the System Administrator.
Paper PDF Img. Color
File Type Res. Bright Encrypt. Sided PDF/A
Size Mode Mode
PDF Auto*1 200x200 Auto Available Text Auto 1 Sided Available
PDF Full
Auto*1 300x300*2 Auto Available Text 1 Sided Available
(Compct) Color*3
PDF Not
Auto*1 200x200 Auto Available Text Auto 1 Sided
(OCR) Available
Not Not
TIFF Auto*1 200x200 Auto Text Black*3 1 Sided
Available Available
TIFF Not Not
Auto*1 200x200 Auto Text Black*3 1 Sided
(Single) Available Available
Not Full Not
JPEG Auto*1 200x200 Auto Text 1 Sided
Available Color*3 Available
Not Not
XPS Auto*1 200x200 Auto Text Auto*3 1-Sided
Available Available
XPS Not Not
Auto*1 300x300*2 Auto Text Auto*3 1-Sided
(Compct) Available Available
XPS Not Full Not
Auto*1 300x300 Auto Text 1-Sided
(OCR) Available Color*3 Available
Not Full Not
PPT Auto*1 300x300 Auto Text 1-Sided
Available Color*3 Available
PPT Not Full Not
Auto*1 300x300 Auto Text 1-Sided
(OCR) Available Color*3 Available
Not Full Not
WORD Auto*1 300x300*2 Auto Text 1-Sided
Available Color*3 Available
*1 The imageRUNNER ADVANCE 400iF and 500iF, and imageRUNNER ADVANCE
C350iF/C250iF devices default paper size is ‘Letter-R’.
*2 The Resolution Mode drop-down list is disabled.
*3 The Color Mode drop-down list is disabled.

Authorized Send V6.4 Configuration Guide 397

 6. Click [Create].

If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

To cancel creating a profile and return to the Scan Setting Profile screen, click
[Cancel].

398 Authorized Send V6.4 Configuration Guide

2.20.2 Editing a Scan Setting Profile
You can edit a previously-created scan profile from the Scan Setting Profile
configuration screen.

1. Click [Scan Settings] ➞ [Scan Setting Profile] ➞ select the check box next to the
profile you want to edit ➞ click [Edit].

The Update Scan Setting Profile screen is displayed.

Authorized Send V6.4 Configuration Guide 399

 2. Edit the settings for the scan profile, as necessary ➞ click [Update].

If you make a mistake while editing the settings, click [Reset] to return the
settings to their original values.

To cancel editing the scan profile and return to the Scan Setting Profile screen,
click [Cancel].

400 Authorized Send V6.4 Configuration Guide

2.20.3 Deleting a Scan Setting Profile
You can delete a previously-created scan profile from the Scan Setting Profile
configuration screen.

1. Click [Scan Settings] ➞ [Scan Setting Profile] ➞ select the check box next to the
scan profile you want to delete ➞ click [Delete].

Authorized Send V6.4 Configuration Guide 401

 2. Click [OK] on the confirmation dialog box.

If you do not want to delete the scan profile, click [Cancel].

The scan profile is deleted from the list.

402 Authorized Send V6.4 Configuration Guide

2.20.4 Customizing Display of Paper Sizes
You can set which paper sizes appear in the Authorized Send Scan Settings screen.

1. Click [Scan Settings] ➞ [Customize Paper Sizes].

The Customize Paper Sizes screen appears

Authorized Send V6.4 Configuration Guide 403

 2. Configure the settings under <Customize Paper Sizes>.

Customize Paper Sizes

Enabled Column Select the check box next to the paper sizes you want to
enable in the Authorized Send scan setting screen. The
paper sizes listed are limited to the sizes that the machine
can support.

IMPORTANT
Your machine requires extra configuration in order to use
special paper sizes (e.g., Foolscap, Oficio, etc.). Contact
your Authorized Send dealer to have your machine
properly configured.

404 Authorized Send V6.4 Configuration Guide

 3. Configure the order in which the enabled paper sizes appear under <Paper Sizes
Order Settings>.

Paper Sizes Order Settings

Click on the paper size you want to move, and click [Up] or [Down] to move it up
or down in the list.

Authorized Send V6.4 Configuration Guide 405

 4. Click [Save].

If you made a mistake or want to start over using the original settings, click
[Reset].

406 Authorized Send V6.4 Configuration Guide

2.21 Configuring the File Name Template
You can configure the File Name Template function, which defines the syntax for file
names and how users are expected to provide input for flexible file names. These file
names are stored in templates, and the templates can be used in in the functions: Scan to
E-mail, Scan to I-fax, Scan to Folder, Scan to FTP, Scan to SharePoint, and One-Touch
Buttons.

You can create up to 10 send file name templates.

1. Click [File Name Template].

The Send File Name Templates screen is displayed.

Authorized Send V6.4 Configuration Guide 407

 2. Click [Add].

The Create File Name Template screen is displayed.

408 Authorized Send V6.4 Configuration Guide

 3. Enter a name for the template you want to create in the [Template Name] text box.

Template Name: Enter a name for the template you want to create in this text
box. This name is added to the selection list on the Send
File Name Templates screen. This text box is required. You
can enter a string that consists of any character, and a
maximum of 31 characters. The template name is
case-sensitive and must be unique.

Authorized Send V6.4 Configuration Guide 409

 4. Configure the settings under <General Settings>.

General Settings

Batch Scanning Scan jobs can be separated into individual batches. Select
Separator: the desire batch limit from the [Batch Scanning Separator]
pull-down list.

Off – A scan job is sent in its entirety in one pass. This is

the default.

Every (x) Pages – The maximum size of any individual

batch is defined by (x). This option causes the [X=] text
field to appear.

Blank Page – The delineation between batches is a blank

page. The device must support blank page detection for
this option to function.

Barcode – The delineation between batches is a page with

a barcode. The device must support barcode detection and
have the Authorized Send Barcode package installed.

410 Authorized Send V6.4 Configuration Guide

 X= This field only displays when [Batch Scanning Separator]
is set to “Every (x) Pages”. Enter the maximum number of
pages which can be part of a batch. The value must be a
whole number between 1 and 999 (inclusive). The default
value is 5.

File Name Template: Enter the custom string to be used as part of the file name
when sending a scanned document. Click [Append] to
configure where you want the different variables, which
you select from the Append drop-down list, to appear in
the file name string. You can enter a string that consists of
any character, and an unlimited number of characters. The
default setting is ‘${UID}_${DATE}_${TIME}’.

For example, if you enter ${UID}_${DATE} as the string,

the document is sent using the string as the file name,
where ${UID} is substituted by the user name used in the
scan session, and ${DATE} is substituted by the scan
date.

Append: Click [Append] to add the value set in the Append drop-
down list to the string in the [File Name Template] text
box.

Append drop-down: Select [User Name], [Date], [Time], [Device IP], or

[Index Field 1] through [Index Field 8]. If you click
[Append] along with selecting an item from the Append
drop-down list, the selected value is appended as a
variable name to the string in the [File Name Templates]
text box. You can select more than one value to append to
the file name string. See the configuration of customized
index fields in Section 2.17 for an explanation of [Index
Field 1] through [Index Field 8].

NOTE
If the Barcode package is installed, the [Barcode]
selection is available in the Append drop-down.
The ${BARCODE} variable will be replaced by the
barcode found (if any) during the scan. See
“Configuring a Barcode Policy,” on page 419.

Authorized Send V6.4 Configuration Guide 411

 NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

Click [Cancel] to stop creating a new file name template and return to the Send File
Name Templates screen.

412 Authorized Send V6.4 Configuration Guide

2.21.1 Editing a File Name Template
You can edit a previously created file name template from the Send File Name
Templates configuration screen.

1. Click [File Name Template]

The Send File Name Templates screen appears.

Authorized Send V6.4 Configuration Guide 413

 2. Select the check box next to the file name template you want to edit ➞ click
[Edit].

The Update File Name Template screen is displayed.

414 Authorized Send V6.4 Configuration Guide

 3. Edit the settings for the file name template, as necessary ➞ click [Update].

If you make a mistake while editing the settings, click [Reset] to return the
settings to their original values.

To cancel editing the file name template and return to the Send File Name
Templates configuration screen, click [Cancel].

Authorized Send V6.4 Configuration Guide 415

2.21.2 Deleting a File Name Template
You can delete a previously created file name template from the Send File Name
Templates configuration screen.

1. Click [File Name Template]

The Send File Name Templates screen appears.

416 Authorized Send V6.4 Configuration Guide

 2. Select the check box next to the file name template you want to delete ➞ click
[Delete].

Authorized Send V6.4 Configuration Guide 417

 3. Click [OK] on the confirmation dialog box.

If you do not want to delete the file name template, click [Cancel].

The file name template is deleted from the list.

418 Authorized Send V6.4 Configuration Guide

2.22 Configuring a Barcode Policy
NOTE
The Barcode feature requires installation of the Barcode Feature Activation
package. See the Authorized Send Version 6.4 Installation Guide for information. If
the Barcode Feature Activation package is not installed, the [Barcode Policy] menu
option does not appear.

The optional barcode software allows Authorized Send to read barcode cover sheets
and use the barcode as metadata.

1. Click [Barcode Policy].

The Barcode Policy screen appears.

Authorized Send V6.4 Configuration Guide 419

 2. Configure the settings under <Access Controls>.

Access Controls

Disabled Column By default, each check box in this column is not

Barcode: selected. Select the check boxes next to the desired
Send Cover Page: settings that you want to disable and gray out on the
Authorized Send Barcode screen on the machine

Barcode: Enter the default value you want to appear in the

[Barcode] text box on the Authorized Send Barcode
screen.

Send Cover Page: Set the default value of the [Send Cover Page] check
box on the Authorized Send Barcode screen.

420 Authorized Send V6.4 Configuration Guide

 3. Configure the settings under <General Settings>.

General Settings

Barcode Screen Use the pull down list to select the desired behavior
Display Policy: when scanning using barcodes. Select [Do not display
barcode screen] to prevent Authorized Send from
bringing up the Barcode screen, even if no barcode is
detected on the cover page. Select [Display barcode
screen only if barcode detection fails] to have
Authorized Send bypass the barcode screen if it detects
a barcode on the cover page. Select [Display barcode
screen always] to have Authorized Send always display
the barcode screen, even if it successfully reads a
barcode from the cover page.

Authorized Send V6.4 Configuration Guide 421

 4. Click [Save].

If you made a mistake or want to return to the previous values, click [Reset].

422 Authorized Send V6.4 Configuration Guide

2.23 Configuring the Metadata Index Settings
You can configure the Metadata Index function, which is used for the metadata file
format and contents.

1. Click [Metadata Index] ➞ [General].

The Metadata Index screen is displayed.

Authorized Send V6.4 Configuration Guide 423

 2. Configure the Metadata File Type drop-down list, [File Extension] text box, and
[Unix Line Endings] check box.

424 Authorized Send V6.4 Configuration Guide

 Metadata File Type: Select [XML] or [Text] from the drop-down list as the file
type for the output metadata. The default setting is ‘XML’.

File Extension: Enter the file extension to use for the created metadata file.
You can enter a maximum of 10 alphanumeric characters.
The default setting is ‘xml’, if the selected Metadata File
Type is [XML], and ‘txt’ if the selected Metadata File Type
is [Text].

NOTE
• Only alphanumeric characters can be used.
• Validation is performed after you click [Save] to make
sure that:
- The [File Extension] text box is not empty.
- Up to 10 alphanumeric characters has not been
exceeded.
• If validation fails, an error message is displayed.

Unix Line Endings: Select this check box if you want the output of the metadata
file to be compatible with Unix machines. This check box
is not selected by default.

Authorized Send V6.4 Configuration Guide 425

 3. Configure the settings under <Default Standard Metadata Index Values>.

Select the [Select All] check box to select all check boxes in the Default Standard
Metadata Index Values section. Select the [Unselect All] to reset all check boxes in
the Default Standard Metadata Index Values section.

Device Information

Select the [IP Address], [MAC Address], [Model Name], [Product Name], [Serial
Number], [Device Name], and [Location] check boxes to include these data items in
the metadata file.

Scan and Send Information

Select the [Page Number] (number of pages that make up the document you
scanned and sent), [Color Mode], [Duplex], [File Name] and [Destination] check
boxes to include these data items in the metadata file.

426 Authorized Send V6.4 Configuration Guide

 Scan and Send Time

Select the [Scan Start], [Scan End], [Send Start], and [Send End] check boxes to
include these data items in the metadata file.

Application Information

Application Name Select this check box to include the application name and
and Version: version data in the metadata file.

4. Configure the settings under <Customized Metadata Index Fields>.

You can customize up to eight metadata index fields to use as part of a file name
template. The templates can be used for the following functions: Scan to E-Mail,
Scan to I-fax, Scan to Folder, Scan to FTP, Scan to SharePoint, Scan to
Multi-Destinations, and One-Touch Buttons.

NOTE
One-Touch Buttons can have their own localized metadata index fields which
override those set here. For more information, see “Creating a Button Definition,”
on page 348.

Authorized Send V6.4 Configuration Guide 427

 By default, the initial number of metadata index fields that you can configure is
four. How you configure the metadata index fields in the Authorized Send
Configuration servlet, determines what data the user can enter or select for the
metadata file on the Authorized Send CUSTOMIZED INDEX screen on the
machine. Index Fields 1, 2, 3, and 4 are standard. However, if you select and save
Index Field 4, an additional Index Field 5 is displayed. Selecting and saving Index
Field 5 produces an additional Index Field 6, and so on. You can select a maximum
of eight metadata index fields.

Select [None], [Textbox], [Masked Textbox] [DropDownList], or [List] for the

standard Field Type drop-down lists 1 through 4 (and the additional Index Fields 5
through 8, if necessary). The default setting for all eight Field types is ‘None’,
which hides the Authorized Send CUSTOMIZED INDEX screen on the machine,
and prevents the user from inputting any metadata.

The examples below show the functionality for the standard four field types in the
order they appear in the Field x Type drop-down list, where x can be numbers 1 to
4; however, the four field types can be made to appear in any order.

Field 1 Type: If you select [None] from the drop-down list, this field is
hidden on the Authorized Send CUSTOMIZED INDEX
screen on the machine.

Field 2 Type: If you select [Textbox] from the drop-down list, a text box
appears on the Authorized Send CUSTOMIZED INDEX
screen on the machine.

Required: If you select this check box, the user must enter data in the
text box on the Authorized Send CUSTOMIZED INDEX
screen on the machine.

Field 2 Label: Enter a label for the text box that appears on the Authorized
Send CUSTOMIZED INDEX screen on the machine. You
can enter a string that consists of any character, and a
maximum of 30 characters. If the [Required] check box is
selected, an asterisk (*) appears before the label’s name on
the Authorized Send CUSTOMIZED INDEX screen on the
machine, indicating that this is a required field.

Field 3 Type: If you select [DropDownList] from the drop-down list, a

drop-down list appears on the Authorized Send
CUSTOMIZED INDEX screen on the machine.

428 Authorized Send V6.4 Configuration Guide

 Field 3 Label: Enter a label for the drop-down list that appears on the
Authorized Send CUSTOMIZED INDEX screen on the
machine. You can enter a string that consists of any
character, and a maximum of 30 characters. The default
value is the first value that appears in the drop-down list.

Field 3 Selection Enter the values in this text box separated by commas,
Values: which you want available for the user to select on the
Authorized Send CUSTOMIZED INDEX screen on the
machine. For each value, you can enter a string that
consists of any character, except for a comma ‘,’, which is
used as a delimiter. Each individual selection value cannot
exceed a maximum of 255 characters. The maximum
number of selectable values cannot exceed 20.

Field 4 Type: If you select [List] from the drop-down list, a list box
appears on the Authorized Send CUSTOMIZED INDEX
screen on the machine.
Required: If you select this check box, the user must select a value in
the list box on the Authorized Send CUSTOMIZED
INDEX screen on the machine.

Field 4 Label: Enter a label for the list box that appears on the Authorized
Send CUSTOMIZED INDEX screen on the machine. You
can enter a string that consists of any character, and a
maximum of 30 characters. If the [Required] check box is
selected, an asterisk (*) appears before the label’s name on
the Authorized Send CUSTOMIZED INDEX screen on the
machine, indicating that this is a required field.

Field 4 Selection Enter the values in this text box, separated by commas,
Values: which you want available for the user to select on the
Authorized Send CUSTOMIZED INDEX screen on the
machine. For each value, you can enter a string that
consists of any character, except for a comma ‘,’, which is
used a delimiter. Each individual selection value cannot
exceed a maximum of 255 characters. The maximum
number of selectable values cannot exceed 20.

5. Click [Save].

NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

Authorized Send V6.4 Configuration Guide 429

2.23.1 Creating a Metadata XML File Template
You can create a metadata XML file template.

1. Click [Metadata Index] ➞ [XML File Template].

The Metadata XML File Templates screen is displayed.

430 Authorized Send V6.4 Configuration Guide

 2. Click [Add].

The Create Metadata XML File Template screen is displayed.

Authorized Send V6.4 Configuration Guide 431

 3. Configure the Create Metadata XML Template settings.

432 Authorized Send V6.4 Configuration Guide

 Template Name: Enter a name for your XML template file in this text box.
You can enter a string that consists of any character, and a
maximum of 31 characters. This is a required text box that
cannot be left blank.

Authorized Send V6.4 Configuration Guide 433

 XML File Template: This text box holds your customized XML file template.
Select the [Click for help] hyperlink to display the
Metadata XML Template Help screen  copy the text
under <Sample Metadata XML File Template>  paste it
into the [XML File Template] text box  modify the
contents, as needed to make your customized XML file
template. You can enter a string that consists of any
character, and an unlimited number of strings. This is a
required text box that cannot be left blank.

Date Format: Enter the value in which you want your customized XML
metadata file template to use for the Date Format for the
start and end times of scanning and sending documents.
You can enter a string that consists of any character, and a
maximum of 19 characters. This is a required text box that
cannot be left blank. The default format is ‘MM/dd/yyyy
HH:mm:ss’.

Variable Values Customization

Variable Name: ${ColorMode}

Full Color: Enter the value that you want your customized XML
metadata file template to use for Full Color. You can enter
a string that consists of any character, and a maximum of
19 characters. This is a required text box that cannot be left
blank. The default setting is ‘Full Color’.

Auto: Enter the value that you want your customized XML
metadata file template to use for Auto. You can enter a
string that consists of any character, and a maximum of 19
characters. This is a required text box that cannot be left
blank. The default setting is ‘Auto’.

Black: Enter the value that you want your customized XML
metadata file template to use for Black. You can enter a
string that consists of any character, and a maximum of 15
characters. This is a required text box that cannot be left
blank. The default setting is ‘Black’.

434 Authorized Send V6.4 Configuration Guide

 ${Duplex}

Simplex (1-Sided): Enter the value that you want your customized XML
metadata file template to use for Simplex (1-Sided). You
can enter a string that consists of any character, and a
maximum of 15 characters. This is a required text box that
cannot be left blank. The default setting is ‘0’.

Duplex (2-Sided): Enter the value that you want your customized XML
metadata file template to use for Duplex (2-Sided). You can
enter a string that consists of any character, and a
maximum of 15 characters. This is a required text box that
cannot be left blank. The default setting is ‘1’.

${Resolution}

200: Enter the value you want your customized XML metadata
file template to use for 200 dpi resolution. You can enter a
string that consists of any character, and a maximum of 15
characters. This is a required text box that cannot be left
blank. The default setting is ‘200x200’.

300: Enter the value you want your customized XML metadata
file template to use for 300 dpi resolution. You can enter a
string that consists of any character, and a maximum of 15
characters. This is a required text box that cannot be left
blank. The default setting is ‘300x300’.

600: Enter the value you want your customized XML metadata
file template to use for 600 dpi resolution. You can enter a
string that consists of any character, and a maximum of 15
characters. This is a required text box that cannot be left
blank. The default setting is ‘600x600’.

${FileFormat}

Enter the extension you want your customized XML metadata file template to use
for each file format. The file formats displayed are only available if your machine
supports them. You can enter a string that consists of any character, and a
maximum of 15 characters. These are required text boxes that cannot be left
blank.

Authorized Send V6.4 Configuration Guide 435

 ${Destination}

Scan to Folder: Enter the destination that you want your customized XML
metadata file template to use for Scan to Folder. You can
enter a string that consists of any character. This is a
required text box that cannot be left blank. The default
setting is ‘\\${ShareFileServer}\${ShareFolderPath}’.

Append: Click [Append] to add the value set in the Append

drop-down list to the string in the [Scan to Folder] text box.

Append drop-down: Select [File Server] or [Folder Path] from this drop-down
list. If you click [Append] along with selecting an item
from the Append drop-down list, the selected value is
appended as a variable name to the string in the [Scan to
Folder] text box.

Scan to FTP: Enter the destination you want your customized XML
metadata file template to use for Scan to FTP. You can
enter a string that consists of any character. This is a
required text box that cannot be left blank. The default
setting is ‘ftp://${FTPFileServer}/${FTPFolderPath}’.

Append: Click [Append] to add the value set in the Append

drop-down list to the string in the [Scan to FTP] text box.

Append drop-down: Select [File Server] or [Folder Path] from this drop-down
list. If you click [Append] along with selecting an item
from the Append drop-down list, the selected value is
appended as a variable name to the string in the [Scan to
FTP] text box.

Scan to E-Mail: Enter the destination you want your customized XML
metadata file template to use for Scan to E-Mail. You can
enter a string that consists of any character. This is a
required text box that cannot be left blank. The default
setting is ‘${EmailTo} Email CC:${EmailCC}’.

Append: Click [Append] to add the value set in the Append

drop-down list to the string in the [Scan to E-Mail] text
box.

Append drop-down: Select [Email To] or [Email CC] from this drop-down list.
If you click [Append] along with selecting an item from the
Append drop-down list, the selected value is appended as a
variable name to the string in the [Scan to E-Mail] text box.

436 Authorized Send V6.4 Configuration Guide

 4. Click [Create].

NOTE
• If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.
• To cancel creating the metadata XML file template and return to the Metadata
XML File Templates configuration screen, click [Cancel].

5. If you want to specify a metadata XML file template name that automatically
populates the value in the Template to be used drop-down list, select a metadata
XML file template name from the Template to be used drop-down list ➞ click
[Save].

NOTE
The default setting is ‘Default’.

Authorized Send V6.4 Configuration Guide 437

2.23.2 Editing a Metadata XML File Template
You can edit a previously created metadata XML file template from the Metadata
XML File Templates configuration screen.

1. Click [Metadata Index] ➞ [XML File Template] ➞ select the check box next to
the template you want to edit ➞ click [Edit].

The Update Metadata XML File Template screen is displayed.

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 2. Edit the settings for the metadata XML file template, as necessary ➞ click
[Update].

If you make a mistake while editing the settings, click [Reset] to return the
settings to their original values.

To cancel editing the metadata XML file template and return to the Metadata
XML File Templates configuration screen, click [Cancel].

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2.23.3 Deleting a Metadata XML File Template
You can delete a previously created metadata XML file template from the Metadata
XML File Templates configuration screen.

1. Click [Metadata Index] ➞ [XML File Template] ➞ select the check box next to
the template you want to delete ➞ click [Delete].

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 2. Click [OK] on the confirmation dialog box.

If you do not want to delete the metadata XML file template, click [Cancel].

The metadata XML file template is deleted from the list.

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2.24 Configuring the Options Settings
You can configure the Options settings, which includes USB keyboard settings, session
and network timeouts, and the application display name.

IMPORTANT
• The table below explains the different use-case scenarios if you have a USB keyboard
attached to the machine. The use-case scenarios are important for configuring the use
of a USB keyboard with Authorized Send for the user.
Status of [Enable Input Capability
Scenario USB Keyboard (Virtual or USB
input] Check Box Keyboard)
The [Use MEAP Driver for
USB Input Device] is set to
‘Off’ in USB Settings in The virtual and USB
External Interface in Not selected. keyboards can be used at the
Preferences from the same time.
Settings/Registration screen on
the MEAP device
The [Use MEAP Driver for
USB Input Device] is set to
‘Off’ in USB Settings in
Only the Cherry G84
External Interface in Selected.
keyboard can be used.
Preferences from the
Settings/Registration screen on
the MEAP device
The [Use MEAP Driver for
USB Input Device] is set to
‘On’ in USB Settings in
Only the virtual keyboard
External Interface in Not selected.
can be used.
Preferences from the
Settings/Registration screen on
the MEAP device
The [Use MEAP Driver for
USB Input Device] is set to
‘On’ in USB Settings in
Only the USB keyboard can
External Interface in Selected.
be used.
Preferences from the
Settings/Registration screen on
the MEAP device
• You can use third-party USB keyboards with Authorized Send. However, only the
Cherry G84 keyboard has been tested with this application.

442 Authorized Send V6.4 Configuration Guide

 1. Click [Options].

The Options screen is displayed.

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 2. Configure the settings under Options, as necessary.

Options
Enable Paper Select this check box to allow Authorized Send to detect
Detection: if there is a document on the platen and continue with the
send. If this check box is not selected, and Authorized
Send does not detect a document in the auto feeder or on
the platen, the send job cannot continue. The Send button
on the device is deactivated. This is selected by default.

NOTE
• Paper detection is not available on the following
imageRUNNER ADVANCE model series: 2030,
C500, C350, C355, C3530, and C356II.
• Scanning with the lid open when paper detection is
disabled may result in unreliable paper size
detection.

Populate User Name Select this check box to automatically populate the [User
from Login Name] text box on the Authorized Send SIGN IN screen
Application: on the machine with the user’s name from the machine’s
login Application (if used). If no login application is used,
the user must enter their user name manually.

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 Abort Scanning/ Select this check box to terminate any scanning or sending
Sending Upon Device when the user logs off the device. If this check box is not
Logout: selected, and a user starts a scanning job and logs off the
device (from a login application), the job completes, and
then automatically signs the user out of Authorized Send.
By default, this check box is not selected.

Enable Background Select this check box to allow jobs to process in the
Jobs: background, so you don’t have to wait for a job to
complete sending to start another one. Background jobs
can continue to process even after the user logs out.

Display Processed This check box is displayed only if the [Enable

Job Results Upon Background Jobs] check box is selected. Select this check
Next Sign In: box to display the results of all background tasks the next
time the user logs in. By default, this check box is
selected.

Enable Previous Select this check box to allow users to select from the five
Destinations Display: most commonly used or most recently used destinations
using a drop-down menu. The maximum number of listed
destinations is five (5). If this check box is not selected,
users must enter destinations in the text box. The [Enable
Previous Destinations Display] check box is not selected
by default.

NOTE
The previous destinations are determined on a per-
user basis. A user will not be shown other users’
destinations

Most Frequently This check box is displayed only if the [Enable Previous
Used Destinations: Destinations Display] check box is selected. Select this
check box to allow users to display a drop-down list of the
most frequently used destinations. The [Most Frequently
Used Destinations] check box is selected by default.

Most Recently Used This check box is displayed only if the [Enable Previous
Destinations: Destinations Display] check box is selected. Select this
check box to allow users to display a drop-down list of the
most recently used destinations. The [Most Recently Used
Destinations] check box is not selected by default.

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 Enable USB Select this check box to enable your machine to utilize an
Keyboard input: attached USB keyboard. If this check box is not selected,
your machine cannot utilize an attached USB keyboard,
and automatically uses the MEAP virtual keyboard
instead. If you select the [Enable USB Keyboard input]
check box, the [Only Use Cherry G84 Keyboard] check
box is selected automatically. The [Enable USB Keyboard
input] check box is not selected by default.

NOTE
• If a USB keyboard is attached to or detached from the
machine after Authorized Send has been installed and
started, the machine or the Authorized Send application
must be restarted.
• The machine or the Authorized Send application must
be restarted each time you select or clear the [Enable
USB Keyboard input] check box for the change to take
effect.

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 Only Use Cherry G84 This check box is displayed only if the [Enable USB
Keyboard: Keyboard input] check box is selected. Select the [Only
Use Cherry G84 Keyboard] check box if you want to only
use the Cherry G84 keyboard. By default, this check box
is selected.

NOTE
• If you are configuring an imageRUNNER
ADVANCE machine, the [Only Use Cherry G84
Keyboard] check box is automatically selected and
grayed out when you select the [Enable USB
Keyboard input] check box, even after the machine
has been restarted. You cannot clear the check mark
from the [Only Use Cherry G84 Keyboard] check
box.
• If a Cherry G84 keyboard and another HID are
connected to your machine at the same time, only
the Cherry G84 keyboard is functional.
• If the [Only Use Cherry G84 Keyboard] check box
is not selected and a non-keyboard HID is the only
device connected to your machine, you have no
way to input text into Authorized Send since the
MEAP virtual keyboard is not displayed.
• If the [Only Use Cherry G84 Keyboard] check box
is not selected and the [Enable USB Keyboard
input] check box is selected, any USB keyboard can
be used to input text, but only the Cherry G84
keyboard is supported. In this case, to avoid any
incompatibility issues between MEAP installed
applications and HID card readers, or other HIDs, it
is recommended that you select the [Only Use
Cherry G84 Keyboard] check box.
• The machine or the Authorized Send application
must be restarted each time you select or clear the
[Only Use Cherry G84 Keyboard] check box for the
change to take effect.

Configuration Session Enter the time in minutes until the Authorized Send
Timeout (min): Configuration servlet session times out. You can set the
timeout period between ‘1’ and ‘60’ minutes. The default
setting is ‘5’ minutes.

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 Network Socket Enter the time in seconds until the connection to the
Timeout (seconds): authentication server and address book server times out.
You can set the timeout period between ‘1’ and ‘30’
seconds. The default setting is ‘5’ seconds.

Kerberos/Smart Card Select the [TCP first] radio button to have Kerberos
Authentication attempt authentication over TCP first, then use UDP only
Preferred Protocol: if TCP fails. Select the [UDP first] radio button to have
Kerberos attempt authentication over UDP first, then use
TCP only if UDP fails. [TCP first] is selected by default.

448 Authorized Send V6.4 Configuration Guide

 3. Configure the settings under Application Name and Image Configuration, as
necessary.

Application Name and Image Configuration

Application Display Enter the application’s display name. You can enter a
Name (up to 20 maximum of 20 characters. Valid characters are the
characters): printable ASCII characters and the carriage return. The
default setting is ‘Authorized Send’.

If the application’s display name is changed, you do not

have to restart the machine for the change to take effect.

If you want to return to the default setting, leave this text

box blank.

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 Upload Application Enter the name of a graphic file to use as the new
Icon: Authorized Send icon on the machine’s main menu. The
graphic file must be 110 pixels x 110 pixels, in a 1-to-1
aspect ratio, and be in the JPEG, GIF, or PNG format.
Click in the text box or click the [Browse] button to select
the graphic file from your local machine.

Upload Banner Enter the name of a graphic file to use as the new banner
Icon: graphic at the top of the configuration servlet’s screen. The
graphic must be 133 pixels wide x 45 pixels high, and be in
the JPEG, GIF, or PNG format. Click in the text box or
click the [Browse] button to select the graphic file from
your local machine.

4. Click [Save].

NOTE
If you make a mistake while configuring the settings, click [Reset] to return the
settings to their original values.

450 Authorized Send V6.4 Configuration Guide

2.25 Configuring the Logs and Reports Settings
2.25.1 Configuring the Logging Settings
You can configure the Logs function, which includes enabling/disabling log
recording, configuring remote syslog servers, and downloading and viewing the logs.

1. Click [Logs and Reports] ➞ [Logs].

The Logs screen is displayed.

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 2. Click the [Enable Logging] check box, if necessary.

When the [Enable Logging] check box is selected, Authorized Send logs debug
and error messages up to a maximum file size of 1 MB (1,024 KB).

There can be two log files, each with a maximum file size of 512 KB.

Current Log: Contains the most recent logging information. Once the Current
Log reaches the maximum file size, it replaces the History Log
(if it exists), or it creates a new History Log. The Current Log is
then cleared to 0 KB.

History Log: Contains the contents of the last Current Log that reached the
maximum file size. The History Log does not exist until the
Current Log reaches its maximum size and resets itself.

The [Enable Logging] check box is selected by default.

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 3. Select the severity level from the Severity Level drop-down list.

The table below shows the supported levels of increasing severity and their
respective numeric codes.

Severity Level Numeric Code

Emergency 0
Alert 1
Critical 2
Error 3
Warning 4
Notice 5
Info 6
Debug 7

When you select a severity level from the drop-down list, that severity and all
severities with a lower numeric value are logged.

The default setting is ‘Debug’. If [Debug] is selected, all severities are logged.

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 4. Select the [Enable Syslog] check box to send syslog messages to all the
configured syslog servers, if necessary.

If you select the [Enable Syslog] check box, at least one syslog server must be
configured.

Authorized Send supports only the user-level messages (Numeric Code = 1) and
security/authorization messages (Numeric Code = 4). Facilities of the Syslog
RFC3164 Protocol.

User-level messages are logged locally within the Authorized Send application.
Security/authorization messages are also logged locally, as well as sent to all
configured remote syslog servers.

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 Messages are logged in the following format:
<PRI#> HEADER MSG

PRI = Priority number, depending on the Facility and Severity.

HEADER = Mmm dd hh:mm:ss HostName/IP
MSG = Tag (the application) followed by the message.

For example: <34>Feb 23 22:14:15 iR-HostName AS sign-in failed.

The [Enable Syslog] check box is not selected by default.

NOTE
The messages sent to a remote syslog server cannot exceed 1,024 bytes. Any
messages that exceed 1,024 bytes are split and sent as multiple messages.

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 5. Enter a syslog server’s IP address under <Syslog Server> in the table ➞ enter the
corresponding UDP port number for the syslog server under <UDP Port> in the
table.

You can configure up to three syslog servers. You can enter a maximum of five
numbers for the UDP port.

6. Click [Save].

7. To view the log file, click [Current Log] or [History Log] (if available).

A browser window opens to display a snapshot of the contents of the log file.

NOTE
• The log file contents displayed are not live. To view the latest contents of the
log file, you must close the log window ➞ refresh the Authorized Send
Configuration servlet ➞ click [Current Log] to open a new browser window.
• [History Log] only appears after the current log reaches a maximum size of
512 KB. Once the current log reaches the maximum size, it replaces the history
log (if it exists), or creates a new history log.

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 8. To download the log file, right-click [Current Log] or [History Log] ➞ select
[Save Target As] ➞ select a location to save the file.

9. To delete the log file, click [Delete].

If you want to disable the Logs function, click the [Enable Logging] check box to
clear the check mark ➞ click [Save].

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2.25.2 Configuring the Reporting Settings
You can configure the Reports function, which includes sending reports to specified
email accounts, and automatically uploading reports to a folder on a file server.

Except where noted, after a report is delivered, the existing report is deleted and a
new report is started.

1. Click [Logs and Reports] ➞ [Report].

The Logs screen is displayed.

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 2. Configure the Sending Destination Settings

Sending Destination Settings

Send Report to Select this check box to have reports sent to an e-mail
E-Mail: address.

SMTP Server: Enter the IP address or server name of the SMTP server.

Port: Enter the connecting port number of the SMTP server.

You can enter a maximum of five numbers. The default
port number is ‘25’

SSL: Select this check box if you want the SMTP server to use
SSL.

E-Mail Address: Enter the email address to where you want to send the
report.

Enable SMTP Select this check box if you want to use SMTP
Authentication: authentication.

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 Password: This text box only appears if you check the [Enable
SMTP Authentication] check box. Enter the password for
the e-mail account in the [E-Mail Address] text box.

Send Report to Select this check box to have reports copied to a file
Folder: folder on a server.

File Server: Enter the IP address or the server name of the file server.

File Path: Enter the full pathname of the directory into which the
report will be copied.

User Name: Enter the user name for the account on the file server.

Password: Enter the user name’s password for the account on the
file server.

Domain: Enter the domain name of the file server.

Authentication Select the authentication method from the drop-down

Method: list: [Kerberos] or [NTLM].

NOTE
If the user performs a Scan to E-Mail job and has enabled the [PDF Single] and
Sign/Encrypt options, the job is reported as a single PDF instead of multiple
individual PDF pages.

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 3. Configure the General Settings

General Settings

Include login failure Select this check box to include all instances of failed
events in report: logins in the report file.

Send report to Select this check box to automatically send the report file
configured when it has reached it maximum capacity (2 MB). If this
destinations (if any) check box is not selected and the report file becomes full,
when report file is the older data is deleted and a new report file is started.
full:

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 Send report to Select this check box to automatically send the report file
configured at a pre-determined interval.
destinations (if any)
periodically:

Periodic interval This list only appears if you select the [Send report to
drop-down list: configured destinations (if any) periodically] check box.
Select the interval based on the last time the machine
sent a report:

• Every Month
• Every Two Months
• Every Three Months
• Every Six Months

462 Authorized Send V6.4 Configuration Guide

 4. Click [Save].

5. To download the report file, right-click [Report] ➞ select [Save Target As] ➞
select a location to save the file. Click on[Report] to bring up a separate browser
window with a copy of the current report file.

6. To delete the report file, click [Delete]. After deleting the report, the [Report] link
becomes inactive until more report data is generated and a new report file is
created.

7. To immediately send a copy of the report file to the configured email address,
click [Send to E-Mail]. Existing report data is not deleted and a new report is not
started.

8. To immediately send a copy of the report file to the configured folder, click [Send
to Folder]. Existing report data is not deleted and a new report is not started.

If you want to disable the Report function, click the [Send Report to E-Mail] and
[Send Report to Folder] check boxes to clear the check marks ➞ click [Save].

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2.26 Configuring the Configuration Management
Settings
You can configure the Configuration Distribution function, which distributes the saved
Authorized Send configuration settings to target devices.

IMPORTANT
It is recommended to always push the configuration settings from an imageRUNNER
ADVANCE machine.

1. To manage the configuration of the device, click [Configuration Management] ➞

[General].

464 Authorized Send V6.4 Configuration Guide

 The Configuration Management screen appears.

Authorized Send V6.4 Configuration Guide 465

 1.1 If you have a common configuration to be used by multiple machines, you can
configure one machine and export the configuration to be used by all others.
Use the Export Configuration Data function.

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 To save the current Authorized Send configuration, click [Export] to export
the current Authorized Send configuration into a file ➞ click [Save].

Click [Open] to open the file.

Click [Cancel] to stop the download operation and return to the Configuration
Management screen.

The file is in .zip format, and contains two text files:

• configData.txt: contains the configuration data

• dataInfo.txt: contains information about the local machine

The configuration archive can then be imported to other systems.

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 1.2 If you want to import a configuration file that has already been created, use
the Import Configuration Data function.

468 Authorized Send V6.4 Configuration Guide

 1.3 Click [Browse] to select the file to import ➞ click [Import]

NOTE
Imported settings take effect immediately after the import operation
completes. However, the machine will need to be rebooted if the [Enable
USB Keyboard Input] check box in the Options configuration screen is
selected.

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 1.4 If you want to restore Authorized Send to the default configuration, click
[Restore].

470 Authorized Send V6.4 Configuration Guide

 NOTE
A confirmation dialog box appears after you click [Restore]. Click [OK] to
restore the settings or click [Cancel] to cancel the restore and return to the
Configuration Management screen.

Authorized Send V6.4 Configuration Guide 471

 1.5 If you want to create a text file which lists the Authorized Send configuration
parameters and their current values, click [Download]

472 Authorized Send V6.4 Configuration Guide

 2. To configure the distribution, click [Configuration Management] ➞ [Distribution].

The Configuration Management Distribution screen is displayed.

Authorized Send V6.4 Configuration Guide 473

 3. Input a target device individually or by upload it from a file. You can also export
saved devices to a text file.

3.1 To input a target device individually, click the [Input Device] tab.

474 Authorized Send V6.4 Configuration Guide

 3.1.1 Enter a device name in the [Device Name] text box.

You can enter a maximum of 32 alphanumeric characters for the

device name. Entering a device name is used as a convenience to
associate it with the device address; however, the device name is
optional, and is not used for configuration distribution.

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 3.1.2 Enter the device address in the [Device Address] text box.

You can enter an unlimited number of any characters in the format

of an IP address, or the fully qualified domain name of the device.

The default device address is a blank field.

476 Authorized Send V6.4 Configuration Guide

 3.1.3 Click [Add] to start the validation process.

Validation is performed to make sure that:

• The device name, if used, does not exceed the maximum number
of characters.
• The IP address format is correct, or the FQDN can be resolved.
• The IP address or the FQDN does not already exist.

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 If the validation process is successful, the added device appears in
the Distribute Data to Devices table. If it fails, an error message is
displayed in red.

NOTE
• <Total Number of Devices:> displays the number of target
devices that are in the Distribute Data to Devices table. This
number varies, as target devices are added to, or deleted from,
the Distribute Data to Devices table.
• If the maximum number of target devices (50) is reached, the
number appears in red.
• [Add] is disabled when the maximum number of target devices
(50) is reached.
• The Distribute Data to Devices table is sorted alphabetically
under <Device Name>.

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 3.2 To upload a target device from a file, click the [Upload From File] tab.

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 3.2.1 Enter a file in the [File to upload] text box, or click [Browse] under
<File to upload>.

NOTE
The uploaded file extension must be “.txt” or “.csv”, is not
case-sensitive, and the file size must be less than or equal to
200 KB.

3.2.2 If you clicked [Browse], navigate to the drive or directory

containing the file to upload ➞ select the file ➞ click [Open].

480 Authorized Send V6.4 Configuration Guide

 3.2.3 Click [Add] to start the validation process.

Validation is performed to make sure that:

• The uploaded file is a text file with the following format
requirements:
- Each device entry is on a separate line.
- Each device entry contains a device name and device address
separated by a comma (“device_name,device_address”).
- The device address is in the format of an IP address.
- Each device name does not contain spaces.
- Since the device name is optional, the format
“,device_address” is also acceptable.
• The device name, if used, does not exceed the maximum of 32
characters. If the device name exceeds 32 characters, it is
truncated.
• The IP address format is correct, or the FQDN can be resolved.
• The IP address or the FQDN does not already exist.

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 If the validation process is successful, the added device appears in
the Distribute Data to Devices table. If it fails, an error message is
displayed in red.

NOTE
• Any line entry in the uploaded file that consists of an invalid
format is reported as a failure with the line number. That line is
skipped, and uploading continues with the next line.
• Any device address in the uploaded file that has already been
saved is ignored, and reported as a duplicate. Only the number of
duplicates found in the file is reported, not the exact line number.
• [Add] is disabled when the maximum number of target devices
(50) is reached.

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 3.3 To export the existing target devices to a text file, click the [Export Existing
Devices] tab.

Authorized Send V6.4 Configuration Guide 483

 3.3.1 Click [Export].

The existing target devices can be exported to a text file.

The exported text file is formatted, as described below:

• Each device entry is on a separate line.
• Each device entry contains a device name and device address
separated by a comma (“device_name,device_address”).
• The device address is in the format of an IP address or FQDN.
• Since the device name is optional, the format “,device_address”
is also acceptable.

3.3.2 Click [File] ➞ [Save As] ➞ navigate to the drive or directory

where you want to save the file ➞ click [Save].

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 4. If you do not want the System Administrator’s credentials to be used as one of the
configuration distribution credentials that are tried when you authenticate to the
target devices, select the [Use Current Credentials to Authenticate to Target Device]
check box to clear the check mark ➞ enter at least one user name in a [User Name]
text box ➞ enter the password in the [Password] text box.

You can enter a maximum of 50 characters in each [User Name] and [Password]
text box, and up to five user names and passwords.

NOTE
• The [Use Current Credentials to Authenticate to Target Device] check box
selection is used only when you click [Distribute Selected].
• The [Use Current Credentials to Authenticate to Target Device] check box is
selected by default, which is the state to which it returns after you click
[Distribute Selected].
• If the check mark is cleared from the [Use Current Credentials to Authenticate to
Target Device] check box, at least one additional credential must be configured.
• The user names and passwords entered are only used when you click [Distribute
Selected], and the credentials are not saved.

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 5. If you want to configure additional credentials to be used as one of the
configuration distribution credentials that are tried when you authenticate to the
target devices, enter a user name in a [User Name] text box ➞ enter the password
in the [Password] text box.

You can enter a maximum of 50 characters into each [User Name] and [Password]
text box, and up to five user names and passwords.

NOTE
• The user names and passwords entered are used only when you click [Distribute
Selected], and the credentials are not saved.
• The User Name and Password text boxes are blank by default, which is the state
to which they return after you click [Distribute Selected].
• Click the [ ] (down-pointing arrow) icon to hide the additional credentials list,
and change the icon to the [ ] (right-pointing arrow).
• Click the [ ] (right-pointing arrow) icon to show the additional credentials list,
and change the icon to the [ ] (down-pointing arrow).
• You can toggle between showing and hiding the additional credentials list.
• The default setting’ is ‘ ’, which shows the additional credentials list.

486 Authorized Send V6.4 Configuration Guide

 6. Select the [Distribute Current Login Credentials] check box if you want to
overwrite the current login credentials of all the target devices with the System
Administrator’s user name and password that is used to authenticate to the
configuration servlet.

NOTE
• The [Distribute Current Login Credentials] check box selection is used only when
[Distribute Selected] is clicked, and the current login credentials are not saved.
• The Distribute Current Login Credentials check box is clear by default, which is
the state to which it returns after you click [Distribute Selected].

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 7. From the Communication to Target Device Timeout (seconds) drop-down list,
select [No Timeout], [5], [10], [15], [20], [25], or [30] for the communication
timeout time.

The Communication to Target Device Timeout (seconds) setting is used to specify

the amount of time it takes for the source device’s configuration distribution
module to communicate with the target device’s configuration distribution module.

NOTE
• The Communication to Target Devices Timeout (seconds) drop-down list
selection is used only after you click [Distribute Selected], and the time out time
is not saved.
• The default setting for the Communication to Target Devices Timeout (seconds)
drop-down list is ‘No Timeout’.

488 Authorized Send V6.4 Configuration Guide

 8. If you want to save the Distribute Data to Devices table, click [Download Results].

Authorized Send V6.4 Configuration Guide 489

 8.1 Click [File] ➞ [Save As] ➞ navigate to the drive or directory where you
want to save the file ➞ click [Save].

The downloaded file is rendered as a text file that consists of rows. The
maximum number of rows is 50. Each row consists of the following five
fields separated by commas:
• The first field is labeled “Application Name.” It is the name of the
application that is running.
• The second field is labeled “Device Name.” It is the name of the target
device. A blank is displayed if there is no name.
• The third field is labeled “Device Address.” It is the IP address or FQDN
of the target device.
• The fourth field is labeled “Last Distribution Date.” It is the date and time
of the last distribution to the specific target device. If there has never been
a distribution to this target device, <N/A> is displayed.
• The fifth field is labeled “Last Distribution Status.” It is the status of the
last distribution to this target device.
- If there has never been a distribution to this target device, <N/A> is
displayed.
- If there has been a distribution and it was successful, <Successful> is
displayed.
- If there has been a distribution and it failed, <Fail: Reason.> is
displayed, where Reason is replaced with the cause of the failure.

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 9. To distribute the Authorized Send configuration settings to all of the target devices,
click the check box to the left of <Device Name> to select all of the devices ➞
click [Distribute Selected] to start the validation and distribution processes.

Validation is performed to make sure the [Use Current Credentials to Authenticate

to Target Device] check box is selected, or at least one additional configuration
distribution credential is configured.

The maximum number of target devices that you can distribute to is 50.

Authorized Send can distribute to a maximum of three target devices at one time.
Target devices may be distributed out of order, as the network connectivity or speed
of each receiving device can be different.

The distribution process attempts to distribute the current Authorized Send

configuration data to all of the selected target device IP addresses.

The message <Distribution in progress…> is displayed during the distribution

process. If an error occurs, an error message is displayed in red.

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 NOTE
• [Add] is disabled during the distribution process.
• The check box that appears before <Device Name> acts as a toggle switch to
select or clear all of the check boxes beneath it.
• The check box that appears before each row is used to select or clear that
particular row.
• To delete a target device, click [Delete Selected] ➞ [OK]. Only those target
devices that have been selected are deleted.
• [Delete Selected] is enabled only when at least one target device is selected.
• Click [Cancel] to cancel the distribution process. Only distribution processes that
have not yet started are canceled.
• [Cancel] is enabled only when the distribution process starts.

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2.27 Configuring the Disclaimer
You can configure the Disclaimer function, which enables or disables display of a
disclaimer screen when Authorized Send starts and after the user logs off of Authorized
Send.

1. Click [Disclaimer].

The Disclaimer screen is displayed.

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 2. Configure the settings under <General Settings>.

General Settings

Disclaimer Label: Enter the title of the disclaimer screen on the machine
console. This text box is not active unless you
uncheck the [Default] check box. The default is
“Disclaimer”.

Default: Select this check box to set the Disclaimer title to

“Disclaimer”. This check box is selected by default.

Enable Disclaimer: Select this check box to display a disclaimer text

screen before a user logs in to Authorized Send and
after a user logs out of Authorized Send. This check
box is unselected by default.

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 3. Configure the settings under <Disclaimer Information Settings> ➞ click [Save].

Disclaimer Information Settings

Enter the text to display on the disclaimer screen in the [Disclaimer Information]
text box. The text box must have at least one character and no more than 5,000
characters. The [Disclaimer Information] text box appears only if the [Enable
Disclaimer] check box is enabled.

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2.28 Viewing the Version Number
You can display the version number of Authorized Send.

1. Click [About].

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 The About screen is displayed with the version number of Authorized Send.

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2.29 Changing the Login ID and Password
You can change your Login ID and password that is used to log on to the Authorized
Send Configuration servlet.

1. Click [Change ID & Password].

The Change Login ID and Password screen is displayed.

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 2. Enter the new login ID in the [New Login ID] text box ➞ confirm the ID in the
[Confirm New Login ID] text box ➞ enter the new password in the [New
Password] text box ➞ confirm the password in the [Confirm New Password] text
box ➞ click [OK].

If you do not want to change the login ID and password, click [Cancel].

NOTE
You can enter a maximum of 50 alphanumeric characters and spaces for the new
login ID and new password.

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2.30 Logging Off Authorized Send
Follow the procedure below to log off the Authorized Send Configuration servlet.

1. Click [Logout] from any Authorized Send Configuration screen.

The Please Enter Login ID And Password screen is displayed.

NOTE
You are automatically logged off the Authorized Send Configuration servlet if the
time specified in the Options screen elapses. For information on specifying the
session timeout setting, see “Configuring the Options Settings,” on p. 442.

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2.31 Using the Brand Configuration Tool (Optional)
This section describes how to dynamically modify the appearance of the user’s
interface screens using the optional Brand Configuration tool. You can customize the
application’s banner image and colors, portal service logo, screen colors, button colors,
and special button colors.

NOTE
• If you are upgrading from a previous version of Authorized Send that uses the default
brand configuration, the new brand configuration takes effect when Authorized Send
is installed.
• If you are upgrading from a previous version of Authorized Send that uses a
customized brand configuration, the new brand configuration does not take effect
when Authorized Send is installed (the brand configuration is left as is).

1. Open a browser window ➞ enter the following URL:

http://<device IP>:8000/AuthSendConfiguration/branding
(Replace <device IP> with the IP address of the MEAP device.)

IMPORTANT
Enter AuthSendConfiguration/branding exactly as shown, as it is
case-sensitive.

The Brand Configuration tool screen is displayed.

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 The following section describes the different areas that make up the Brand
Configuration tool screen.

Description Area:

The description area displays an explanation of the Brand Configuration tool’s

purpose.

Preview Area:

The preview area displays a preview of how the user’s interface screens appear after
changing the selected images and colors. This area displays a Banner Foreground,
Screen Foreground, Normal Button, Special Button, and all of the images and
colors relevant to each.

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 Status Area:

The status area displays messages as various brand configuration operations are
performed. It also displays informative messages whenever errors occur. If a
message is larger than the display area, a scroll bar appears to enable you to view
the entire message.

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 Settings Area:

The settings area displays the text boxes used for modifying image and color
settings seen in the preview area. The settings area is made up of the Portal Service
Logo, Banner, Screen, Button, and Special Button.

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 Portal Service Logo:

The Portal Service Logo provides a text box for entering the location of the
application logo, and provides a preview of the selected image.

Banner:

The Banner area provides text boxes for specifying the background and foreground
colors, and entering the location of the banner.

Screen:

The Screen area provides text boxes for specifying the background, foreground, and
border colors.

Button:

The Button area provides text boxes for specifying the background and foreground
colors for normal buttons. A normal button is any button except for the [Sign In]
and [Sign Out] buttons.

Special Button:

The Special Button area provides text boxes for specifying the background and
foreground colors for special buttons. Special buttons are the [Sign In] and [Sign
Out] buttons.

NOTE
• The default values for the Portal Service Logo and Banner Image screens are:
Item Value

Portal Service Logo for

imageRUNNER ADVANCE Devices

Banner Image
• The default values for the Background Color, Foreground Color, Border Color,
Banner, Screen, Button, and Special Button screens are:
Special
Default Color Banner Screen Button
Button
Background Color 255,255,255 187,187,170 187,187,170 255,255,255
Foreground Color 0,0,0 0,0,0 0,0,0 250,0,30
Border Color N/A 64,64,64 N/A N/A

Authorized Send V6.4 Configuration Guide 505

 2. Select [Clear All], [Default], or [Current].

Clear All: Clears all of the settings.

Default: Loads the default values for each setting and populates the
corresponding text boxes in the settings area.

Current: Loads the currently saved values for each setting and populates the
corresponding text boxes in the settings area.

3. If you want to specify the user’s interface portal service logo:

3.1 Click the [Image Path] text box under <Portal Service Logo> ➞ enter the
path to the image file you want to display, or click [Browse] ➞ navigate to
the drive or directory containing the path to the image file you want to
display.

3.2 Click [Save] to save the settings currently displayed in the settings area, and
to update the user’s interface portal service logo to use the new settings.

The preview area displays the updated image.

IMPORTANT
The supported file formats are jpg, jpeg, gif, and png.

NOTE
The recommended image size is 80 pixels (W) x 23 pixels (H) with 96 dpi.

506 Authorized Send V6.4 Configuration Guide

 4. If you want to specify the background and foreground colors, and select the image
to be displayed in the user’s interface banner area:

4.1 Click the [Background Color] text box under <Banner> ➞ enter three
comma-separated digits representing the desired RGB color.

4.2 Click the [Foreground Color] text box under <Banner> ➞ enter three
comma-separated digits representing the desired RGB color.

4.3 Click the [Image Path] text box under <Banner> ➞ enter the path to the
image file you want to display, or click [Browse] ➞ navigate to the drive or
directory containing the path to the image file you want to display.

4.4 Click [Save] to save the settings currently displayed in the settings area, and
to update the user’s interface banner to use the new settings.

The preview area displays the updated colors and image.

IMPORTANT
The supported file formats are jpg, jpeg, gif, and png.

NOTE
The recommended image size is 133 pixels (W) x 45 pixels (H) with
96 dpi.

Authorized Send V6.4 Configuration Guide 507

 5. If you want to specify the background, foreground, and border colors to be
displayed in the user’s interface screen area:

5.1 Click the [Background Color] text box under <Screen> ➞ enter three
comma-separated digits representing the desired RGB color.

5.2 Click the [Foreground Color] text box under <Screen> ➞ enter three
comma-separated digits representing the desired RGB color.

5.3 Click the [Border Color] text box under <Screen> ➞ enter three
comma-separated digits representing the desired RGB color.

5.4 Click [Save] to save the settings currently displayed in the settings area, and
to update the user’s interface screen to use the new settings.

The preview area displays the updated colors.

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 6. If you want to specify the user’s interface background and foreground colors for the
normal buttons:

6.1 Click the [Background Color] text box under <Button> ➞ enter three
comma-separated digits representing the desired RGB color.

6.2 Click the [Foreground Color] text box under <Button> ➞ enter three
comma-separated digits representing the desired RGB color.

6.3 Click [Save] to save the settings currently displayed in the settings area, and
to update the user’s interface normal buttons to use the new settings.

The preview area displays the updated colors.

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 7. If you want to specify the user’s interface background and foreground colors for the
special buttons:

7.1 Click the [Background Color] text box under <Special Button> ➞ enter
three comma-separated digits representing the desired RGB color.

7.2 Click the [Foreground Color] text box under <Special Button> ➞ enter
three comma-separated digits representing the desired RGB color.

7.3 Click [Save] to save the settings currently displayed in the settings area, and
to update the user’s interface special buttons to use the new settings.

The preview area displays the updated colors.

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Chapter 3 Configuring the MEAP Device
This chapter describes how to configure your MEAP-enabled device so that you can use it
with the Authorized Send application.

3.1 DNS Server Settings

After the servers and operating environment is set up, and Authorized Send is installed
and configured properly, you must configure your MEAP-enabled device. Follow the
procedure below to configure the MEAP device for Authorized Send.

1. On the machine’s control panel, press (Settings/Registration).

2. Press [Preferences].

If the System Manager ID and System Password have been set, press [Log In] ➞
enter the System Manager ID and System PIN using ⓪ – ⑨
(numeric keys) ➞ press [Log in].

Authorized Send V6.4 Configuration Guide 511

 3. Press [Network].

4. Press [TCP/IP Settings].

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 5. Press [DNS Settings].

6. Press [DNS Server Address Settings].

Authorized Send V6.4 Configuration Guide 513

 7. Press [Primary DNS Server] ➞ enter the IP address using ⓪ – ⑨
(numeric keys) ➞ press [OK].

8. Press [Close].

The Main Menu screen is displayed.

9. Restart the machine.

IMPORTANT
The MEAP device must be restarted before the settings can take effect.

514 Authorized Send V6.4 Configuration Guide

3.2 Automatically Logging Off
If the machine is idle for a certain period of time (after a scan to e-mail, scan to fax, or
scan to folder key operation or job), you are automatically logged off Authorized Send.
This period of time is called the “Auto Reset Time”. The Auto Reset Time mode can be
set from ‘10’ to ‘50’ seconds in 10 second increments, ‘0’ to ‘9’ minutes in 1 minute
increments, and can also be set to ‘Off’.

NOTE
• If [0] is selected, the Auto Reset Time mode is not set.
• The default setting is ‘2’ minutes.

1. On the machine’s control panel, press (Settings/Registration).

2. Press [Preferences].

Authorized Send V6.4 Configuration Guide 515

 3. Press [Timer/Energy Settings].

4. Press [Auto Reset Time].

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 5. Press [▼] or [▲] to specify the desired Auto Reset Time ➞ press [OK].

6. Press [Close].

The Main Menu screen is displayed.

Authorized Send V6.4 Configuration Guide 517

3.3 Synchronizing the Device and Server Time
If you configure an authentication server or address book server for Kerberos
authentication, you must ensure that the device clock and server clock are synchronized
within the maximum server specified clock skew tolerance of ‘5’ minutes. When you
authenticate using Kerberos, if there is more than a 5-minute time difference between
the device clock and server clock, an error message is displayed.

You can manually adjust the device time to synchronize with the server time, or you
can set to automatically synchronize the device clock with the server clock.

3.3.1 Automatic Time Synchronization

You can set the SNTP (Simple Network Time Protocol) settings to enable
imageRUNNER ADVANCE machines to automatically synchronize their system
time with a public time server.

IMPORTANT
To perform time synchronization via SNTP, it is necessary to set the time zone of
the region in which you are using the machine in advance. For instructions on how
to set the time zone, see the appropriate e-Manual that came with your machine.

1. On the machine’s control panel, press (Settings/Registration).

518 Authorized Send V6.4 Configuration Guide

 2. Press [Preferences].

If the System Manager ID and System Password have been set, press [Log In] ➞
enter the System Manager ID and System PIN using ⓪ – ⑨ (numeric keys) ➞
press [Log in].

3. Press [Network].

Authorized Send V6.4 Configuration Guide 519

 4. Press [TCP/IP Settings].

5. Press [SNTP Settings].

NOTE
If the desired setting is not displayed, press [▼] or [▲] to scroll to the desired
setting.

520 Authorized Send V6.4 Configuration Guide

 6. Specify the SNTP settings.

Use SNTP: Select [On] to perform time synchronization using SNTP.

Polling Interval: Select the interval for performing time synchronization

from ‘1’ to ‘48’ hours.

NTP Server Address: Enter the NTP server address or host name.

Authorized Send V6.4 Configuration Guide 521

 7. Press [Check NTP Server] to check the status of the NTP server.

If <OK> is displayed next to [Check NTP Server], time synchronization is

working correctly via SNTP.

If <Error> is displayed next to [Check NTP Server], check the settings for the
NTP Server Address set in step 6.

8. Press [OK].

9. Press [Close].

The Main Menu screen is displayed.

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3.3.2 Adjusting the Device Time
You can manually adjust the device time to match the Kerberos authentication server
or address book server time.

1. On the machine’s control panel, press (Settings/Registration).

2. Press [Preferences].

Authorized Send V6.4 Configuration Guide 523

 3. Press [Timer/Energy Settings].

4. Press [Adjust Time].

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 5. Press [-] or [+] to adjust the time ➞ press [OK].

6. Press [Close].

The Main Menu screen is displayed.

Authorized Send V6.4 Configuration Guide 525

 This page is intentionally left blank.

526 Authorized Send V6.4 Configuration Guide

Chapter 4 Appendix: Configuring Authorized
Send with Trusted Login Managers
This Appendix contains additional information for configuring Authorized Send to use
Single Sign On with separate machine login managers.

4.1 Universal Login Manager

Single Sign On with ULM (Universal Login Manager) requires software installation,
configuration, and credential verification to occur in a specific order. Follow the
procedure below to enable ULM Single Sign On with Authorized Send.

1. Install and configure ULM on the device. Refer to the ULM documentation for
installation and configuration instructions.

2. Log in to the device via ULM to verify ULM allows access with valid credentials.
Log out once you have verified ULM works properly. Refer to the ULM
documentation for log in and log out instructions.

3. Install and configure Authorized Send. For Authorized Send installation

instructions, refer to the Authorized Send 6.4 Installation Guide. For Authorized
Send configuration instructions, refer to “Configuring Authorized Send”.

Authorized Send should automatically retrieve the authentication domain and DNS
information during installation. If Authorized Send did not retrieve the correct
authentication information, refer to “Creating an Authentication Server,” and
“Editing an Authentication Server,” for Authentication Server configuration
instructions.

Authorized Send V6.4 Configuration Guide 527

 4. Log in to the device ➞ start and sign in to Authorized Send to verify Authorized
Send allows access with valid credentials. For Authorized Send start and sign in
procedures, refer to the Authorized Send 6.4 User’s Guide.

528 Authorized Send V6.4 Configuration Guide

 5. On a separate computer with local network access, access the Authorized Send
configuration servlet ➞ edit the current Authentication Server profile. For
information on accessing the configuration servlet, refer to “Logging On to
Authorized Send,” on page 32. For information on editing the Authentication Server
profile, refer to “Editing an Authentication Server,” on page 59.

6. Enable the [Use for Single Sign On with Login Application] option in the servlet
and click [Update] if you updated an existing server profile, or [Create] if you
created a new server profile. The Authorized Send servlet automatically signs you
out of the Authorized Send application on the device.

7. Log out of ULM on the device.

8. Log in to ULM on the device ➞ sign in to Authorized Send.

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 9. Sign out of Authorized Send ➞ log out of ULM. For Authorized Send sign out
procedures, refer to the Authorized Send 6.4 User’s Guide.

10. Log in to ULM on the device ➞ start the Authorized Send application.

Authorized Send now uses the ULM credentials for Single Sign On. No Authorized
Send sign in screen appears for future Authorized Send sessions when you log in to
the machine using the ULM credentials.

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