Managing scan workflows

 

Overview

Before user can scan via Y Soft SafeQ, scan workflows must be defined first.

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.

images/download/attachments/21955612/scan1_top_menu.png

2

To change order of existing workflows, just drag images/download/attachments/21955612/ico_order.png icon and drop scan workflow. Then click Save changes. Workflows will be displayed in the same order on scanning devices.

To edit scan workflow double-click on workflow or click images/download/attachments/21955612/edit.png  icon.

To delete scan workflow by click images/download/attachments/21955614/delete_rule.png icon.

images/download/attachments/21955612/scan_list_functions.png

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.

images/download/attachments/21955612/scan_wf.PNG

 

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.

Type

The destination of scanned documents defines where the scanned document shall be stored. There are three possible values:

    • E-mail – SafeQ sends documents as an e-mail attachment via e-mail.

    • Folder – SafeQ stores documents to a directory in a local or a remote file system.

    • Script – SafeQ stores documents to a directory in a local or a remote file system and it runs a defined script for each of the documents.

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:

Resolution

This option specifies resolution of scanning. There are five possible values sorted from the lowest resolution to the highest resolution.

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg NOTE: Not all technologies and MFP models support all five levels of the resolution. If an unsupported level is chosen, the scanning will not start or the resolution is approximated to the nearest possible value (differs for each vendor).

Resolution

Konica Minolta, Sharp

Xerox, Fuji Xerox, Ricoh

Low

200*100

72*72

Normal

200*200

200*100

Fine

300*300

300*300

High

400*400

400*400

Super

600*600

600*600

 

 

 


Sides

This option specifies whether the scan shall be scanned as duplex or simplex. There are following values:

    • Simplexonly one page of every sheet will be scanned

    • Duplex – both sides of every sheet will be scanned. images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg NOTE: Some technologies and models do not support forcing duplex settings and user has to set it manually.

Color

This option specifies color scheme of a scan. There are following values:

    • Full color

    • Black and white

    • Bicolor

    • Grayscale

    • Monocolor

    • Auto – color scheme is detected automatically by the scanning device

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg NOTE: Not all technologies and MFP models support all six color schemes. If an unsupported color scheme is chosen, the scanning will not start or the color scheme is approximated to the nearest possible value (differs for each vendor).

Output file format

This option specifies file format of the output file. There are following values:

    • PDF – a standard multi-page PDF (Portable Document Format) document

    • Compact PDF – compact PDF document with reduced size

    • Searchable PDF – searchable PDF (OCR)

    • JPEG – standard JPEG (Joint Photographic Experts Group standard)

    • TIFF – single page TIFF (Tagged Image File Format)

    • Multipage TIFF – multi-page TIFF

    • XPS – OpenXPS document (XML Paper Specification)

    • XDW

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg NOTE: Not all technologies and MFP models support all output file formats. If an unsupported file format is chosen, it is substituted with any other similar file format.

Locked parameters

It 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 images/download/attachments/21955612/lock.gif /images/download/attachments/21955612/lock_open_gray.png icon.

    • images/download/attachments/21955612/lock.gif - Parameter is locked. It can not be modified by a user logged on a Terminal. Click the lock icon to unlock this parameter.

    • images/download/attachments/21955612/lock_open_gray.png - Parameter is unlocked. It can be modified by a user logged on a Terminal. Click the lock icon to lock this parameter.

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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.

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg NOTE: You can change order of parameters by dragging images/download/attachments/21955612/ico_order.png icon and dropping. Parameters will be displayed in the same order on scanning devices.

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5

Click Add parameter and new window with following options will be displayed:

Parameter Name

The 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 Label

The 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 Type

The 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.
Data types are:

    • String - any text

    • Numeric - any real number

    • Boolean - values true/false

    • Date - date without time in format YYYYMMDD

    • E-mail - string field with auto-completing of e-mails
      images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg NOTE: Dynamic "email" type is currently available only on Konica Minolta Terminal Embedded with the native user interface.

Required parameter flag

A 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 value

A 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.
The default value may contain %variables%. See Scanning workflow definition for details.

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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.

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg NOTE: You can change order of parameters by dragging images/download/attachments/21955612/ico_order.png icon and dropping.