This chapter provides the instructions to install and start using OptimiDoc. Before you start the installation wizard checks the hardware and software requirements listed in the chapter System requirements.


Basic Introduction

OptimiDoc is a server based application which manages access to devices, prints and scans in a customer network and is 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, user name and password or card authentication. The device checks the user access rights during the user authentication. Based on provided information the user is either authenticated or the access is rejected.


Printing via OptimiDoc

OptimiDoc works as a print server which accepts print jobs from workstations and distributes them to specific MFPs or printers. Every workstation needs a shared printer with print queue created or added which points directly to the OptimiDoc server. When a user decides to print, a print job is sent to OptimiDoc server instead of printing directly on a print device. Based on queue type the job is accepted and hold on server until the user requests it on a selected device (PullPrint queue) or is accepted and immediately sent to a printer without any additional steps (Direct queue).

Multifunctional devices provide accounting data for reporting based on the print result. For other devices OptimiDoc gets accounting data from print job analysis before sending it to the device.

The print jobs are assigned to a user according his/her workstation account. If the user account does not exist in the OptimiDoc server then the job is rejected.



Scanning via OptimiDoc

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

The scanning workflow can be selected by a user directly on a device panel together with selecting other options. After the selection the document is scanned and transfered to the OptimiDoc server for further processing. Scanned documents are transfered via FTP or HTTP/HTTPS.



Installation and configuration of the 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 operating system configuration and the database engine. Before the installation, be sure to log on with Windows Administrator rights.

2. License activation link

The OptimiDoc license activation on the server.

3. Add the users

Before you start using OptimiDoc you need to add users manually or import them from a CSV list file or Active Directory.

4. Add the device

The next essential step is device installation and configuration.

5. Create the OptimiDoc printer on workstations

To start printing via OptimiDoc it is required to set up a printer on a workstation which sends documents to the server instead of to the printer.

6. Create basic scanning workflow

Create a basic scanning workflow for conversion of documents to supported formats like Microsoft Word and delivery to email or other supported destinations.

7. Test your installation