At a Glance

How it works

There is few ways how to scan with a Terminal Professional. All of this possibilities is defined in table below.

	Scan to e-mail	Scan to folder / Scan to script*
Scan via scan workflow (supported with all printers)	Configuration: Scan workflow (Scan to e-mail) with scan folder must be added to device (SafeQ > Devices > Edit device > Scan tab). Scan folder and SMB folder defined in printer must be equal. User steps: User log in into the Terminal Professional, display Scan screen on printer, select SMB folder and perform scan. Result: Scan file is saved to scan folder. When user logs out from the Terminal Professional, file is sent to e-mail address of user who has performed scan.	Configuration: Scan workflow (Scan to folder) with scan folder must be added to device (SafeQ > Devices > Edit device > Scan tab). Scan folder and SMB folder defined in printer must be equal. User steps: User log in into Terminal Professional, display Scan screen on printer, select SMB folder and perform scan. Result: Scan file is saved to scan folder. When user logs out from the Terminal Professional, file is moved to target directory defined in scan workflow.
Scan via SMTP – Scan jobs default addressee is defined ( supported only for specific devices )	Configuration: SMTP server IP in printer must be set to SafeQ server IP address. User login on terminal, on the KM printer select e-mail and perform scan. User steps: User log in into the Terminal Professional, display Fax/Scan screen on KM printer, select e-mail and perform scan. Result: E-mail is delivered to e-mail address of user who has performed scan and to e-mail addresses selected on the printer (except default address set in device advanced tab).	Not supported
Scan via SMTP – Scan jobs default addressee is not defined ( supported only for specific devices )	Configuration: SMTP server IP in printer must be set to SafeQ server IP address. User login on terminal, on the KM printer select e-mail and perform scan. User steps: User log in into the Terminal Professional, display Fax/Scan screen on KM device, select e-mail and perform scan.Result: E-mail is delivered to e-mail address of user who has performed scan.	Not supported

*NOTE: Only difference between Scan to folder and Scan to script is, that script defined in workflow is triggered, when Scan to script is used.

Terms

Scan folder - Folder entered for workflow in device scan tab.
SMB folder - Folder selected from address book or inputed directly on a printer screen in scan menu
Target directory- Directory defined in scan workflow
Printer = MFP = MFP device - Multifunction printer
Device - The record in SafeQ system which defines MFP device. Read more about devices

Limitations:

selection of scan workflow from the scan workflows list is not supported on Terminal Professional
configuration of scan parameters (i.e. filename, email of sender, email of recipient, ...) is not supported on the Terminal Professional
configuration of scan settings (i.e. color, resolution, simplex / duplex, ...) is not supported on the Terminal Professional

Scan using workflow - configuration

1	Install and configure Terminal Professional with MFP device.
2	Create either network share or local folder on SafeQ server where both SafeQ and MFP device have read/write access and that folder must be visible for the MFP.
3	Make sure that users have e-mail defined in YSoft SafeQ. Mailserver (and mail user/pass if necessary) are required.
4	From YSoft SafeQ administration web interface create a new device with terminal (connected in step 1).
5	Go to Rules > Scan workflows and add scanning workflows as described here: Managing scan workflows
6	Go to Devices > Edit device > Scan tab and Add scanning workflows by clicking Add scan workflow. NOTE: Scan tab is displayed only if HW terminal is assigned to a device.
7	Enter Folder (UNC path in case of network share or absolute path in case of local folder that you have created in step 2) and save device. NOTE: The folder must be unique for each printer and Scan workflow.
8	Login into MFP device's menu or MFP device's web interface. Go to address book and create SMB folder, which will be equal to folder defined in device (step 7) SMB folder configuration is different for each vendor: Configuring KM devices for Scanning with Terminal Professional Configuring Ricoh devices for Scanning with Terminal Professional Configuring Sharp devices for Scanning with Terminal Professional Configuring Xerox devices for Scanning with Terminal Professional

Scan using SMTP - configuration

1	Install and configure Terminal Professional with MFP device.
2	Configure MFP device's SMTP server IP address to SafeQ IP address. It could be set in device menu
	OR in MFP device's web interface
3	Login into SafeQ Web interface. Go to Devices > Printers > Edit device > Advanced tab > Add Scan jobs default addressee. NOTE: When default address is filled in, scan is delivered to addresses selected in MFP scan menu. The user who has open session on the device is displayed as Sender (the user who is logged into the Terminal Professional).
	OR Login into SafeQ Web interface. Go to Devices > Printers > Edit device > Advanced tab > *Remove Scan jobs default addressee.* NOTE: When default address is not filled in, scan is delivered to user who opened the session (the user who is logged in to the Terminal Professional). This user is displayed as sender too.

Related configuration

Configuration can be changed from SafeQ web interface:System Settings

scan-job-max-size-to-mail - Maximum size of scan job handled (sent or received) via email by SafeQ. Value is set in bytes.
scan-job-changed-destination - The body of email sent to a user when their scan is saved in the back-up (default) folder, i.e. not according to the workflow. This may occur for various reasons such as the e-mail attachment is too big.