This chapter provides the instructions to install and start using the OptimiDoc. Before you start the installation check requirements in chapter System requirements.


Basic Introduction

OptimiDoc is a server based application which manages access to devices, prints and scans in customer network and based on the realized operation is the OptimiDoc capable to realize cost and usage reports.


Device access management

OptimiDoc provides the functionality for limitation of access to the multifuctional devices before unauthorized usage. OptimiDoc secures complete device functionality or particular features by PIN, Login&Password or Card authentication. The device check the access rights of user during the user authentication. Based on provided information is user authenticated or the access is rejected.


Printing via the OptimiDoc

OptimiDoc works as a print server which accepts print jobs from workstations and distributes them to specific MFPs/printer. Every workstation has created or added shared printer with print queue which points directly to the OptimiDoc server. When the user decides to print than the job is sent to OptimiDoc server instead of direct print to device. Based on queue type the job is accepted and hold on server till the user request it on selected device (PullPrint queue) or is accepted and immediately sent to the printer without any addition steps (Direct queue).

Multifunctional devices provides accounting data for reporting based on the print result . For other devices the OptimiDoc gets accounting data by analyze of the print job before sending it to the device.

The print job are assigned to the user based on his user login from workstation. If the user login does not exists on any user account in OptimiDoc server than the job is rejected.



Scanning via OptimiDoc

OptimiDoc offers advanced scanning of documents. Multiple scanning workflows can be created and each scanning workflow can has defined different scan settings, parameters (metadata describing the document ex. invoice number), processing like a OCR, Barcode recognition or destination where the document will be saved.

The scanning workflow can be selected by the user directly on device panel together with entering manual parameters and scan settings. After the selection the document is scanned and transfer to the OptimiDoc server for next processing.  Scanned documents on devices are transfered via FTP or HTTP(s).



Installation and configuration of OptimiDoc server


Proceed the following steps to start using OptimiDoc. Perform the procedure depending on your particular environment.

1. OptimiDoc Server installation

Install the OptimiDoc server including the configuration of operating system and database engine. Before the installing, be sure to log on with Windows Administrator rights.

2. License activation link

Process of OptimiDoc license activation on server.

3. Add the users

Before you start using the OptimiDoc you need to add manually the users or import them from CSV list or Active Director.

4. Add the device

Next required step is the installation and configuration of device.

5. Create the OptimiDoc printer on workstations

To start printing via OptimiDoc is required to create printer on workstation or server which sends the documents to server instead of printer.

6. Create basic scanning workflow

In this step we will present a creation of basic scanning workflow for conversion of document to Word and delivery to Email.

7. Test you installation