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Getting started

The following steps outline a typical configuration workflow for preparing ShareScan to use your devices and environment:

  1. Check the vendor-specific Pre-installation Checklist and Sizing Guide to see if you need to perform any steps on your MFPs before adding them to ShareScan.
  2. Use the Licensing Wizard of the Administration Console to ensure that your license is valid. For more information on how the Licensing Wizard works, see Licensing Wizard.
  3. Use the Devices tab of the Administration Console to add the device you want to use. Adding multiple devices simultaneously is possible; however, this may require using a .csv file to store the relevant MFP information. Check your vendor-specific ShareScan Installation Guide to see whether this .csv file is needed and how it is structured. For more information on adding devices, see Auto-registration of devices with Unified Client.
  4. Use the Connectors tab of the Administration Console to assign a connector to your already-added device(s). This will allow you to use the connector-specific capabilities via your assigned MFPs. For more information on the various connector capabilities and configuration options, see Configure connectors.
  5. Use the Services tab of the Administration Console if you want to employ additional options in a workflow. The services can be assigned to specific connector-based workflows (meaning all MFPs using that connector would benefit from the service) or to devices (meaning all connector workflows used by that device would benefit from the service). For more information on the various service capabilities and configuration options, see About configuring services.

When you open the Administration Console, the Welcome page lists the main functions in the recommended order for performing each function:

Configure services

Configure one or more installed services, so that they become available when you configure connectors and devices. There are three types of services:

  • Connector services: Services you apply to a connector
  • Device services: Services you apply to devices or device groups
  • Common services: Services you apply to connectors and devices.

Only those services are displayed in the Configure Services pane for which you have a valid license.

  1. Click the Services link.
  2. Select the Services tab. The Configure Services pane displays a list of the installed services.
  3. Select a service and then configure it. You can enable the service in the service's Configure pane or, later, in the Settings pane for the connector or device that will use the service.

Configure connector profiles

Configure one or more profiles for the installed connectors that will be used on the scanning devices. You can create multiple profiles for each connector and you can activate each connector profile on multiple devices.

  1. Select the Connectors tab. The Configure Connectors pane displays a list of the installed connectors. You can refresh the list of the available services by right clicking the Connectors pane and selecting Refresh connectors from the context menu.
    Only those connectors are shown in this pane for which you have a valid license.
  2. Select the connector for which you want to configure a profile. Most connectors offer a Wizard option; eCopy recommends that you use the Wizard to initially configure a connector profile. You can create multiple profiles by clicking Save current profile as, entering a name for the new profile, and then clicking Save.
  3. Specify the settings for the connector profile and then click Save current profile.

Configure devices

Configure one or more eCopy devices. If you are using the simulator, proceed to Step 3.

  1. On the Ribbon, click Add Device. The Discover and Select Device window opens. For more information, see Adding devices.
  2. Select the device or devices that you want to add and then click OK. You can also drag and drop devices onto the Devices tab.
  3. Select one or more profiles to activate on the devices and then enable the services to be used on the devices. Click Save.
  4. Test your configuration, either by using the built-in Simulator or by verifying the configuration at the configured devices.