Configuring Workflow Scanning
Overview
Following administrative tasks are required to be performed in order to configure Workflow scanning
There is two ways how to create scan workflows: by importing XML file or using workflow wizard. Both ways will be described on this page.
Displaying the Scan workflows list
1 | Log in to the SafeQ Web Interface with sufficient rights to administer printers (for example, "admin") Go to Rules > Scan workflows. On this page, you can add/edit/delete/order scan workflows.
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2 | To change order of existing workflows, just drag To edit scan workflow double-click on workflow or click To delete scan workflow by click
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Adding new workflow by importing XML file
1 | Click Import from XML, click "..." button and select XML file for the scan workflow. See Scanning workflow definition for further instructions how to build XML file. Then click Upload file. The workflow now appears on the Scan workflows page. |
Adding new workflow using workflow wizard
1 | Click Add new item, and scan workflow definition wizard window will be opened.
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2 | Scan workflow tab contains basic info about workflow as follows: Workflow Name (mandatory field)The name of the workflow is visible on SafeQ web interface and in case of scanning with embedded terminal also on a panel of MFP where user selects from available workflows. TypeThe destination of scanned documents defines where the scanned document shall be stored. There are three possible values:
Description (mandatory field)The description can be an arbitrary string which describes the scanning workflow in a natural language. It is shown for example in the embedded terminal application when user selects a workflow. It may for example contain a message for a user to enter parameter values. The description string may be shown wrapped according to display proportions.
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3 | Scan settings tab contains predefined settings for a resulting scan document as follows: ResolutionThis option specifies resolution of scanning. There are five possible values sorted from the lowest resolution to the highest resolution.
SidesThis option specifies whether the scan shall be scanned as duplex or simplex. There are following values:
ColorThis option specifies color scheme of a scan. There are following values:
Output file formatThis option specifies file format of the output file. There are following values:
Locked parametersIt is possible to lock parameters: Resolution, Color, Output file format ad Sides. Locked parameter can not be modified by logged user on terminal. To lock/unlock parameter click
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4 | On User parameters tab you can define User parameter - so user will able to enter / change a value of the parameter. This can be done via terminal panel interface – currently only embedded terminals allow users to enter parameter values.
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5 | Click Add parameter and new window with following options will be displayed: Parameter NameThe parameter name is an alphanumeric identifier of the parameter. There is a set of special parameters for each scanning workflow whose names are reserved. You can choose name from list of pre-defined names from drop-down menu. This list is dependent on type of scan workflow. In section User parameter you can see only subset of pre-defined names which are relevant for user. You can also select Custom value from drop down for creating custom type parameter. You'll see new field under drop-down menu for custom name. Parameter LabelThe parameter label is an alphanumeric description of the parameter. It should contain a short description of the parameter in a natural language. For example, the embedded terminal application shows the label next to the input field of the parameter. Parameter TypeThe parameter type is used as a constraint for values of the parameter. For example, the embedded terminal application uses the data type to display a specific input component or check values entered by the user.
Required parameter flagA parameter may be defined as mandatory and a user has to enter a value for it. In this case operation cannot continue unless the value is set. In the opposite case, value can be set voluntarily and it will not affect user's work. Default valueA parameter may have a default value which must respect data type. This value is used unless changed either way, typically from the embedded terminal application. As for the scanning with hardware terminal, the default value field is the only way to provide a value for the parameter.
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6 | Administrator parameters tab is same like User parameters. The only difference is that Required parameter flag is not available for Administrator parameters and that in the section Administrator parameters you can see all (not only relevant to user) pre-defined names in drop-down menu relevant for the type of scan workflow. These parameters cannot be seen by user on MFP panel and therefore cannot be change by him.
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Setting access rights to scan workflows
1 | Log in to the SafeQ Web Interface with sufficient rights to administer printers (for example, "admin") Go to Rules > Scan workflows access. On this page, you can create and modify access rights to scan workflows that you have defined. (See Managing scan workflows.) Access rights can be sorted based on Scan workflow name and by User role. |
2 | Click Add new item to grant access rights for scan workflows. Allow or deny access rights (3) for selected user role (1) and workflow (2). Then click Add. |
3 | New access for scan workflows was added. Create more scan workflows if needed.
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4 | To enabled / disabled scan workflows click
To delete scan workflow access click |

icon and drop scan workflow. Then click Save changes. Workflows will be displayed in the same order on scanning devices.
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icons. Then click Save changes.
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