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Oki MC780f MC770/780 User Guide - Top Access - Page 353

Setting up Meta Scan Function, Procedure for using Meta Scan, Checking Meta Scan Enabler

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10 Functional Setups Setting up Meta Scan Function The Meta Scan is a function to attach information (meta data) generated within the device to scanned images. The attached meta data can be processed by workflow servers or other means to supplement the scanned image. To use Meta Scan, select [E-MAIL], [Save as file] and [Save to USB Media] agents of Meta Scan for templates and register them. Meta data is managed by an XML file which defines the scheme to store the information. This section describes the data structure using the XML file registered as the default as an example. The default XML file consists of two data areas; the "basic data area" and "extended data area". The "basic data area" records device information, scan parameters, and user information, while the "extended data area" records information entered by the user on the control panel (maximum 25 items) when running Meta Scan. The user can create fields in "extended data area" to store information entered from the control panel under [Extended Field Definition] - [Extended Field Properties]. When using applications that interact with Meta Scan, follow the instructions of the application vendor to set the XML format file and the extended field. P.352 "Procedure for using Meta Scan" P.352 "Checking Meta Scan Enabler" P.353 "Editing XML format file" P.357 "Registering XML format file" P.358 "Registering Extended Field Definition" P.361 "Registering templates for Meta Scan" P.364 "Meta Scan" P.364 "Checking logs of Meta Scan" „ Procedure for using Meta Scan Setup Operation Description 1 Checking the Meta Scan option Check whether the Meta Scan option can be used with your equipment. 2 Editing the XML format file If necessary, edit the XML format file for meta data. 3 Registering an XML format file Register an XML format file for meta data. 4 Registering an extended field definition If necessary, register an extended field definition. 5 Registering a template for Meta Scan Register a template for Meta Scan. Reference P.352 "Checking Meta Scan Enabler" P.353 "Editing XML format file" P.357 "Registering XML format file" P.358 "Registering Extended Field Definition" P.361 "Registering templates for Meta Scan" Operation Operation 1 Meta Scan 2 Checking Meta Scan logs Description Reference Perform a meta scan using a template User's Manual Advanced Guide "Using for Meta Scan. Scan Templates" Check the scan log to confirm if meta data has been correctly created. P.364 "Checking logs of Meta Scan" „ Checking Meta Scan Enabler The Meta Scan Enabler is required to use the Meta Scan function. For the details, contact your distributor. You can check whether the Meta Scan option is set on your equipment as follows. Meta Scan function is available if [Meta scan enabler] is registered under [ADMIN] - [GENERAL] - [LICENSE MANAGEMENT]. 352 Setting up Meta Scan Function

Section	Page
Preface	2
How to read this manual	2
Symbols in this manual	2
Screens	2
About the defaults shown in this manual	2
Trademarks	2
Security Precautions	3
CONTENTS	4
Overview	8
TopAccess Overview	9
TopAccess Conditions	10
Accessing TopAccess	11
Accessing TopAccess by entering URL	11
Accessing TopAccess from Network Map (Windows Vista/Windows 7/Windows Server 2008)	13
With Unidentified Network (Windows Vista)	13
With Unidentified Network (Windows 7)	16
Accessing TopAccess from Network Map	19
TopAccess Screen Descriptions	22
Access Policy Mode	23
[Device] Tab Page	26
[Device] Item List	27
Displayed Icons	28
[Job Status] Tab Page	30
[Job Status] Tab Page Overview	31
[Print Job] Item list	31
[Recovery Information] screen	32
[Fax/InternetFax Job] Item list	33
[Scan Job] Item list	34
[Job Status] How to Set and How to Operate	35
Displaying print jobs	35
Deleting jobs	36
Deleting private print jobs and hold print jobs	36
Releasing print jobs	37
Checking recovery information	37
[Logs] Tab Page	38
[Logs] Tab Page Overview	39
[View Logs] Item list	39
Print Log	39
Transmission Journal	40
Reception Journal	41
Scan Log	42
Message Log <access policy mode>	44
[Export Logs] Item list <access policy mode>	45
[Log Settings] Item list <access policy mode>	46
Log Authentication	46
Log size	47
[Logs] How to Set and How to Operate	48
Displaying job logs	48
Exporting logs	49
[Registration] Tab Page	50
[Registration] Tab Page Overview	51
[Template] Item list	51
[Template Groups] screen	51
Public Template Groups	52
Private Template Groups	53
[Group Properties] screen	54
[Private Templates] screen	55
Group Information	55
Template list	55
[Change Group Password] screen	56
[Template Properties] screen	57
Private template settings	58
Panel Setting (Private template)	58
Destination Setting (Private template)	59
InternetFax Setting (Private template)	65
Fax Setting (Private template)	65
Email Setting (Private template)	67
Save as file Setting (Private template)	69
Box Setting (Private template)	72
Store to USB Device Setting (Private template)	72
Scan Setting (Private template)	74
Extended Field settings	76
Extended Field Properties	76
Password Setting	76
[Address Book] Item list	77
[Address Book] screen	77
Contacts	77
Group	78
[Contact Property] screen	78
[Fax Setting] screen	79
[Search Contact] screen	80
[Search Address List] screen	80
[Group Properties] screen	81
[Inbound FAX routing] Item list	82
[Inbound FAX routing] screen	82
[MailBox Properties] screen	83
MailBox Setting (Mailbox)	84
Destination Setting (Mailbox)	85
InternetFax Setting (Mailbox)	85
Relay End Terminal Report (Mailbox)	85
Save as file Setting (Mailbox)	86
Email Setting (Mailbox)	86
Box Setting (Mailbox)	86
[Registration] How to Set and How to Operate	87
Managing templates	87
Registering and editing private template groups	87
Registering or editing templates	90
Displaying public templates	94
Managing address book	95
Managing contacts in the Address Book	95
Adding, editing, and deleting contacts manually	95
Adding new contacts from the LDAP server	98
Managing groups in the Address Book	99
Managing mailboxes	101
Setting up mailboxes.	101
[Counter] Tab Page	104
[Counter] Tab Page Overview	105
[Counter] Item list	105
[Total Count] screen	105
Print Counter/Print Counter(small paper)/Print Counter(large paper)	106
Scan Counter/Scan Counter(small paper)/Scan Counter(large paper)	106
[Department Management] screen	107
[Department Counter] screen <access policy mode>	107
[Department Information] screen	108
[User Counter] screen <access policy mode>	109
[User Information] screen <access policy mode>	110
[Counter] How to Set and How to Operate	112
Viewing counters	112
Displaying the total counter	112
Displaying the department counter	113
[User Management] Tab Page	114
[User Management] Tab Page Overview	115
[User Accounts] Item list <access policy mode>	115
[Search User Account] screen	116
[Create User Information] screen	117
[Enter Password] screen	118
[User Information] screen	119
[Role Assignment] screen	121
[Group Assignment] screen	121
[Group Management] Item list <access policy mode>	122
[Create Group Information] screen	122
[Group Information] screen	123
[Role Management] Item list <access policy mode>	124
Default roles and privileges	124
[Create New Role] screen	126
[Edit Role] screen	128
[Department Management] Item list <access policy mode>	129
[Department Information] screen	130
[Department Information] (Edit) screen	131
[Export/Import] Item list <access policy mode>	133
Export	133
Import	135
[Administration] Tab Page	136
[Setup] Item List	137
General settings	137
Setting up Device Information	138
Setting up Functions	139
Long File Name Setting	139
Setting up e-Filing Notification Events	140
Setting up Job Skip Control	140
Setting up Restriction on Address Book Operation by Administrator	140
Setting up Confidentiality Setting	140
Setting up Energy Save	141
Setting up Date & Time	141
Setting up SNTP Service	142
Setting up Daylight Savings Time Setting	142
Setting up WEB General Setting	143
Network settings	144
Setting up TCP/IP	144
Setting up Filtering	146
Setting up IPv6	148
Setting up IPX/SPX	149
Setting up AppleTalk	150
Setting up Bonjour	150
Setting up LDAP Session	151
Setting up DNS Session	152
Setting up DDNS Session	153
Setting up SMB Session	155
Setting up NetWare Session	157
Setting up HTTP Network Service	158
Setting up SMTP Client	159
Setting up SMTP Server	161
Setting up POP3 Network Service	162
Setting up FTP Client	163
Setting up FTP Server	164
Setting up SLP Session	165
Setting up SNMP Network Service	166
[Create SNMP V3 User Information] screen	168
Setting up Web Services Setting	169
Setting up LLTD Session	170
Setting up Wake Up Setting	171
Setting up IP Security	173
[Add Filter] / [Modify Filter] screen	175
[Add Manual Key] / [Modify Manual Key] screen	177
[Add IKE] / [Modify IKE] screen	179
[Add Profile] / [Modify Profile] screen	181
[Add Policy] / [Modify Policy] screen	183
Copier settings	184
Setting up Default setting	184
Setting up Copy Job Enforcement Continue	186
Fax settings	187
Setting up Fax Setting	187
Save as File settings	190
Setting up Local Storage Path	190
Setting up Storage Maintenance	191
Setting up Destination	191
Setting up Folder Name	191
Setting up Format	192
Setting up Single Page Data Saving Directory	192
Setting up File Composition	193
Setting up User Name and Password at User Authentication for Save as File	193
Setting up Searching Interval	193
Setting up Remote 1 and Remote 2	194
[Remote Setting List] screen	195
[Remote Setting] screen	196
Setting up N/W-Fax Destination	197
Setting up N/W-Fax Folder	197
Email settings	199
Setting up Email Setting	199
InternetFax settings	201
Setting up InternetFax Setting	201
Printer/e-Filing settings	202
Setting up Printer/e-Filing Job Enforcement Continue	202
Printer settings	203
Setting up General Setting	203
Setting up Default Raw Job Setting	204
Setting up Raw Job Setting	205
[Add New LPR Queue]/[Edit] screen	205
Print Service settings	207
Setting up Raw TCP Print	207
Setting up LPD Print	207
Setting up IPP Print	208
Setting up FTP Print	209
Setting up NetWare Print	209
Setting up Email Print	210
ICC Profile settings	211
Setting up RGB Source Profile	211
Setting up CMYK Source Profile	211
Setting up Destination Profile	212
Print Data Converter settings	213
Embedded Web Browser settings	214
Setting up Home Page Setting	214
Setting up Proxy Setting	214
Setting up Server Registration Setting	215
Setting up URL List for Menu Screen and Hard Button	215
[Add New URL] screen	215
Off Device Customization Architecture settings	216
Setting up Network	216
Setting up Configuration	216
Version	217
[Setup] How to Set and How to Operate	218
Setting up General settings	218
Setting up Network settings	220
SNMP V3 settings	222
Registering or editing SNMP V3 user information	222
Exporting SNMP V3 user information	224
Deleting SNMP V3 user information	226
Setting up Copier settings	228
Setting up Fax settings	230
Setting up Save as file settings	232
Setting up E-mail settings	234
Setting up InternetFax settings	236
Setting up Printer/e-Filing settings	238
Setting up Printer settings	239
Setting up Raw Job Setting	240
Setting up Print Service settings	242
Setting up ICC Profile settings	244
Configuring the source profile	246
Setting up Print Data Converter settings	251
Configuring the EWB function	253
Registering a server	253
Deleting a server	254
Setting up Off Device Customization Architecture settings	255
Displaying version information	256
[Security] Item List	257
Authentication settings	257
Setting up Department Setting	258
Setting up User Authentication Setting	259
Windows Domain Authentication	260
LDAP Authentication	261
Setting up Email Authentication	262
SMTP	262
LDAP	263
Setting up Email Address Setting	263
Restriction Setting for Destination	264
[Restriction Setting for Destination] screen	265
Setting up Single Sign On Setting	265
Setting up Home Directory Setting	265
Certificate management settings	266
Setting up Device Certificate	266
[Create self-signed certificate] screen	267
Setting up Client Certificate	268
[Create Client Certificate] screen	268
Setting up Certificate Setting	268
Setting up CA Certificate	269
Setting up Certificate Files	269
Password Policy settings	270
Setting up Policy for Users	270
Setting up Policy for Administrator,Auditor	271
Setting up Policy for e-Filing Boxes, Template Groups, Templates, SecurePDF, SNMPv3, Cloning	272
[Security] How to Set and How to Operate	273
Installing a device certificate	273
Creating/exporting a self-signed certificate	274
Installing an imported device certificate	276
Deleting an imported device certificate	277
Installing a device certificate automatically	278
Deleting a device certificate installed automatically	279
Creating/Exporting a client certificate	280
Installing CA certificate	282
Installing CA certificate	282
Deleting CA certificate	283
[Maintenance] Item List	284
Create Clone File settings	284
Setting up Clone File	284
Setting up Category Setting	285
Install Clone File settings	286
Setting up File Upload	286
Setting up Clone File Information	286
Setting up Setting data included in Clone File	287
Import settings	287
Setting up Address Book	287
Setting up MailBoxes	288
Setting up Template	288
Setting up Combined (Template + Address Book + MailBoxes)	288
Export settings	289
Setting up Address Book	289
Setting up MailBoxes	289
Setting up Template	290
Setting up Combined (Template + Address Book + MailBoxes)	290
Delete Files settings	290
Directory Service settings	291
[Directory Service Properties] screen	291
Notification settings	293
Setting up Email Setting	293
Setting up System Message Notification Events	294
Setting up Job Notification Events	295
Languages settings	296
Setting up Install Language Pack	296
Setting up Current Language Pack List	297
Setting up Default Setting for PanelUI	297
System Updates settings	298
Setting up Install Software Package	298
Setting up Current Software List	298
Reboot settings	299
[Maintenance] How to Set and How to Operate	300
About the maintenance functions	300
Deleting the data from local folder	301
Managing directory service	302
Setting up notification	304
Importing and exporting	306
Importing the address book data	306
Exporting the address book data	309
Rebooting the equipment	311
[Registration] ([Administration] tab) Item List	312
Public Template settings	312
Setting up Panel Setting (Public template)	312
Setting up Destination Setting (Public template)	312
Setting up InternetFax Setting (Public template)	312
Setting up Fax Setting (Public template)	312
Setting up Email Setting (Public template)	313
Setting up Save as file Setting (Public template)	313
Setting up Box Setting (Public template)	313
Setting up Store to USB Device Setting (Public template)	313
Setting up Scan Setting (Public template)	313
Setting up Extended Field Settings	313
Public Menu	314
[Select Menu Type] screen	315
[Select Template Group] screen	315
[Select Template] screen	316
[Select URL] screen	316
Fax Received Forward and InternetFAX Received Forward settings	317
Setting up Document Print (Fax/InternetFax Received Forward)	317
Setting up Destination Setting (Fax/Internet Fax Received Forward)	318
Setting up InternetFax Setting (Fax/Internet Fax Received Forward)	319
Setting up Save as file Setting (Fax/InternetFAX Received Forward)	320
Setting up Email Setting (Fax/InternetFAX Received Forward)	324
Setting up Box Setting (Fax/InternetFAX Received Forward)	326
Extended Field Definition	327
[Extended Fields] screen	328
Setting up Definition Information	328
Setting up Extended Field settings	328
[Extended Fields Properties] screen	329
[Definition Properties] screen	330
XML Format File	331
Setting up Import XML Format File	331
Setting up Delete XML Format File	331
[Registration] ([Administration] tab) How to Set and How to Operate	332
Registering public templates	332
Creating or editing public templates	332
Resetting public templates	335
Registering Fax and Internet Fax received forward	338
Registering the Fax or Internet Fax received forward	338
Setting up Destination Setting (Fax/Internet Fax Received Forward)	340
[My Account] Tab Page	346
[My Account] Tab Page Overview	347
[My Account] Item list	347
[Change Password] screen	348
[Menu Setting] screen	349
[Select Menu Type] screen	349
[Select Template Group] screen	350
[Select Template] screen	350
[Select URL] screen	351
[Confirm Permission] screen	351
Functional Setups	352
Setting up Meta Scan Function	353
Procedure for using Meta Scan	353
Checking Meta Scan Enabler	353
Editing XML format file	354
Variables of XML format files	354
Default XML file format	356
Setting for saving meta data	357
Registering XML format file	358
Registering Extended Field Definition	359
Registering templates for Meta Scan	362
Meta Scan	365
Checking logs of Meta Scan	365
Using the Attribute of the External Authentication as a Role of the MFP	366
Exporting the role information setting file	366
Defining the role information setting file	366
When setting one role to one attribute	366
When setting multiple roles to one attribute	366
When setting one role to multiple attributes	367
Importing the role information setting file	367
Enabling the role base access setting	367
APPENDIX	368
Installing Certificates for a Client PC	369

Match case Limit results 1 per page

10 Functional Setups

352

Setting up Meta Scan Function

The Meta Scan is a function to attach information (meta data) generated within the device to scanned images. The

attached meta data can be processed by workflow servers or other means to supplement the scanned image.

To use Meta Scan, select [E-MAIL], [Save as file] and [Save to USB Media] agents of Meta Scan for templates and register

them.

Meta data is managed by an XML file which defines the scheme to store the information.

This section describes the data structure using the XML file <defaultForm3.xml> registered as the default as an example.

The default XML file consists of two data areas; the “basic data area” and “extended data area”.

The “basic data area” records device information, scan parameters, and user information, while the “extended data area”

records information entered by the user on the control panel (maximum 25 items) when running Meta Scan.

The user can create fields in “extended data area” to store information entered from the control panel under [Extended

Field Definition] - [Extended Field Properties].

When using applications that interact with Meta Scan, follow the instructions of the application vendor to set the XML

format file and the extended field.

P.352 “Procedure for using Meta Scan”

P.352 “Checking Meta Scan Enabler”

P.353 “Editing XML format file”

P.357 “Registering XML format file”

P.358 “Registering Extended Field Definition”

P.361 “Registering templates for Meta Scan”

P.364 “Meta Scan”

P.364 “Checking logs of Meta Scan”

Procedure for using Meta Scan

Setup

Operation

Checking Meta Scan Enabler

The Meta Scan Enabler is required to use the Meta Scan function. For the details, contact your distributor.

You can check whether the Meta Scan option is set on your equipment as follows.

Meta Scan function is available if [Meta scan enabler] is registered under [ADMIN] - [GENERAL] - [LICENSE

MANAGEMENT].

Operation

Description

Reference

Checking the Meta Scan option

Check whether the Meta Scan option

can be used with your equipment.

P.352 “Checking Meta Scan Enabler”

Editing the XML format file

If necessary, edit the XML format file

for meta data.

P.353 “Editing XML format file”

Registering an XML format file

data.

P.357 “Registering XML format file”

Registering an extended field

definition

If necessary, register an extended

field definition.

P.358 “Registering Extended Field Definition”

Registering a template for Meta Scan

P.361 “Registering templates for Meta Scan”

Operation

Description

Reference

Meta Scan

Perform a meta scan using a template

for Meta Scan.

User’s Manual Advanced Guide

"Using

Scan Templates"

Checking Meta Scan logs

Check the scan log to confirm if meta

data has been correctly created.

P.364 “Checking logs of Meta Scan”