GlobalScan
TM
Ver. 2.0
Administrator’s Guide
79
GlobalScan Configuration Checklist
R
The following checklist is designed to ensure that you have addressed each step in the GlobalScan
configuration process. Should you need further information on a specific topic, simply click on the page number
to link with the applicable section within this guide.
Important
: This checklist assumes that GlobalScan firmware has been properly installed in the MFD (by an
authorized service technician) and that the pre-installation procedures and software installation (including Plug-
ins, if applicable) have been completed. See
GlobalScan Server Software Installation Guide
for details.
Step
Description
Reference
Pg.
?
1.
Configure the MFD
Via the MFD’s control panel, enter the GlobalScan
Server IP address, communication protocol
(HTTP/HTTPS), and proxy server settings.
MFD
Configuration
14
?
2.
Add a profile
Set general information the MFD uses during scan
operations (profile name, attachment file size limit,
machine reset time), default scan settings, Novell
and LDAP connectivity settings, etc.
Add/Edit a
Profile
18
?
3.
Enter/select e-mail
settings within the
profile
Choose one of four different mail systems and
establish all email-related options, e.g., LDAP
lookup settings, email body text, Cc, Bcc, Reply
To settings, etc.
Email Tab
26
?
4.
For Scan To Folder
feature, create a
public folder
(local/network)
Select Scan To Home (if NT or LDAP [with Active
Directory] authentication is selected) and/or Scan
To Folder settings (public folder path/description).
Scan To
Folder Tab
33
?
5.
Create one or more
projects within the
profile
You must create one or more projects, i.e.,
identify default scan settings, primary
authentication method and Services to run on the
MFD, e.g., E-mail, Scan To Folder, Fax, etc.
Projects Tab
35
?
6.
Configure Services
on the
profile level
Configuration of Plug-ins is only necessary if the
RightFax and/or OCR options are installed.
Services Tab
43
?
7.
If running MFDs with
V1.5 firmware, enter
settings
Select the authentication method and applicable
default Services, etc. (
Note
: GlobalScan V2.0 is
backward compatible with V1.5 only.)
Enter/Edit
GlobalScan
V1.5 Settings
50
?
8.
Configure
System
Parameters
Enter settings such as storage and log folder
paths, scan intervals, mail system, etc., via the
GlobalScan Admin Module.
Enter/Edit
System
Parameters
53
?
9.
Configure
Services on the
system level
This step is only necessary if an optional third-
party Framework, e.g., Livelink, FileNET, etc., is
installed.
Manage
Services
55
?
10.
Reboot MFD(s)
This is necessary if GlobalScan Server or MFD configuration settings have
been changed.
You are now ready to capture and distribute documents using the GlobalScan system. Please refer to the
GlobalScan User’s Guide
for details.
