iXware ConnectKey Apps - Xerox AppStudio v3.0.pdfIn this way the AppStudio ConnectKey Apps will be...

Manual

iXware ConnectKey Apps IXWARE

REV. 2.0

2

Manual – iXware ConnectKey Apps

Manual - iXware ConnectKey Apps

iXware

iXware

© 1988 - 2017

Manual

Manual - iXware ConnectKey Apps - iXware- Rev. 2.0

The specification and information regarding the products in this manual are subject to change

without notice. All statements, information, and recommendations in this manual are believed to be

accurate but are presented without warranty of any kind, express or implied. Users must take full

responsibility for their application of any products.

The software license and limited warranty for the accompanying product are set forth in the

information packet that shipped with the product and are incorporated herein by this reference. If

you are unable to locate the software license or limited warranty, contact your iXware

representative for a copy.

In no event shall iXware its suppliers be liable for any indirect, special, consequential, or incidental

damages, including, without limitation, lost profits or loss or damage to data arising out of the use

or inability to use this manual, even if iXware International or its suppliers have been advised of

the possibility of such damages.

Copyright ©1988-2017, iXware

All rights reserved

International Headquarters

iXware

Maasweg 8c - 10c

3144 DA Maassluis

The Netherlands

Web http://www.iXware.com

Phone +31 10 445 51 00

Fax +31 10 445 51 90

http://www.ixware.com/

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iXware

iXware

© 1988 - 2017

Manual

Contents

First time wizard........................................................................................................... 5

iXware Cloud Services – Log on ...................................................................................... 7

iXware Cloud Services - start page ................................................................................. 8

3.1 Message overview .................................................................................................. 8

3.2 Coverpages ........................................................................................................... 9

3.3 Devices ............................................................................................................... 10

3.3.1 Buttons ................................................................ Error! Bookmark not defined.

3.3.2 Edit ................................................................................................................ 10

3.4 Fax ..................................................................................................................... 11

3.5 Users .................................................................................................................. 11

3.6 Your workflows ..................................................................................................... 11

3.6.1 Scan to SharePoint365 ..................................................................................... 12

General .................................................................................................... 12

Storage .................................................................................................... 13

Workflow .................................................................................................. 20

Template options ....................................................................................... 21

Devices .................................................................................................... 22

3.6.2 Scan to OneDrive ............................................................................................. 23

General .................................................................................................... 23

Storage .................................................................................................... 24

Workflow .................................................................................................. 31


Devices .................................................................................................... 33

3.6.3 Scan to Email .................................................................................................. 34

General .................................................................................................... 34

Storage .................................................................................................... 35

Workflow .................................................................................................. 36


Devices .................................................................................................... 38

3.6.4 Scan to GoogleDrive ......................................................................................... 39

General .................................................................................................... 39

Storage .................................................................................................... 40

Workflow .................................................................................................. 50

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Devices .................................................................................................... 51

3.6.5 Scan to DropBox .............................................................................................. 52

General .................................................................................................... 52

Storage .................................................................................................... 53

Workflow .................................................................................................. 60


Devices .................................................................................................... 62

3.6.6 FAX ................................................................................................................ 63

General .................................................................................................... 63

3.6.7 Storage .......................................................................................................... 64

3.6.8 Workflow ........................................................................................................ 65


Devices .................................................................................................... 67

3.7 Address Book ....................................................................................................... 68

3.8 Configuration ....................................................................................................... 69

3.9 Credit Usage ........................................................................................................ 70

3.10 F.A.Q. ................................................................................................................. 71

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iXware

iXware

© 1988 - 2017

Manual

First time wizard

Figure 1

After registering your device with the iXware Cloud Services Product Activation form (as shown

above) several e-mails will be sent to the “Administrator e-mail address”.

Depending on your license, there will always be one e-mail containing the logon credentials to log

on to the iXware Cloud Services website and several other e-mails for configuring the various

storages like Scan to GoogleDrive, Scan to SharePoint (365), Scan to OneDrive (365) and Scan to

Dropbox.

These storages can be configured by clicking on the link “Configure Storage” that is provided in the

e-mail (see figure 2).

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Figure 2

After you click on this link, a wizard will be started and first you will be asked to log on to the

iXware Cloud Services website. After logging on, the wizard will guide you through the rest of the

configuration process.

How to configure these storages manually, when logged on to the iXware Cloud Services, is

described in section 3.6 Your Workflows under subsection Storage.

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iXware Cloud Services – Log on

Open a browser and navigate to the iXware Cloud Services by entering the following URL.

https://www.xolfax.com

Figure 3

Please provide your username and password to continue as provided in your e-mail that you

received after registering the first device with the Product Activation form.

https://www.xolfax.com/

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iXware Cloud Services - start page

When logged on correctly, the following start page will be displayed.

Figure 4

Here you will find the configuration related to your iXware Cloud Services account.

3.1 Message overview

These are all the messages that were sent or received for your account. In this view you can see

the journal of your messages.

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Manual

Figure 5

Keep in mind that it is not possible to open or download your messages here.

3.2 Coverpages

Figure 6

Here you can edit the fax cover page (s) if any used for outgoing faxes.

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Manual

Click on “Edit” and the following screen pop ups where the current stored cover page or the

standard system cover page can be downloaded, edited and uploaded again.

Figure 7

3.3 Devices

Figure 8

Here all the various devices can be found that were activated during the registration with the

iXware Cloud Services Product Activation form.

3.3.1 Edit

By clicking on “Edit”, the following information is displayed:

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Figure 9

In the iXware Cloud Services every device is registered by its serial number.

As we do not recommend changing most of the settings here, this setting for changing the serial

number can be handy if an existing device is replaced by a new one with a new serial number.

Here you can put in the new serial number.

In this way the AppStudio ConnectKey Apps will be made available automatically for this new

device after they are enabled for this device in the Xerox ConnectKey Appstudio.

3.4 Fax

The fax number assigned to a device for receiving faxes will be visible here.

3.5 Users

All the users associated with your registration will be visible here.

3.6 Your workflows

In this section all the workflows can be found and configured.

The following workflows can be configured here.

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© 1988 - 2017

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Figure 10

3.6.1 Scan to SharePoint365 This workflow is used for uploading documents to SharePoint 365.

General

When you click on "Edit" next to the Scan to SharePoint365 entry the following screen will be

shown:

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Figure 11

This section has no options.

Storage

This is an important tab, because here the location can be defined where to upload the scanned

documents to for this storage.

Normally the storages will be configured during the first time wizard that is started automatically

when you click on the link provided in the “iXware cloud services request to configure your storage”

email that was sent to you by the iXware Cloud Services after registering your device.

The wizard will guide you through the activation process.

However if you want to change anything to the external storage, then this is the place to do so.

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Figure 12

The next screen shows an example of the configuration for SharePoint365.

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Figure 13

After entering the correct information, click on "Test" to verify the site URL and correct username

and password.

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Figure 14

If everything is correct, there should be a green checkmark button next to "Test".

Click on Lookup to select the correct Folder where the scans will be placed in.

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Figure 15

The final screen will look like as following.

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Figure 16

If this is the correct information, click on “Save”. The configuration will be saved and the page with

all the workflows will be shown and the state for the Scan to SharePoint365 workflow will be

“Update needed” as you can see in the following screen.

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Figure 17

Please click on “Update” and the workflow will be updated and the “State” will change to “Ready”.

The template has been configured now with the correct storage information and basically it is ready

for use.

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Figure 18

Workflow

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Figure 19

These are the workflow settings that can be changed here.

Template options

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Figure 20

These are the default template options that can be changed here.

Devices

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Figure 21

These are the devices on which this template will be active.

3.6.2 Scan to OneDrive

This Template is used for scanning documents to MS OneDrive.

General

When you click on "Edit" next to the Scan to OneDrive entry the following screen will be shown.

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Figure 22


Storage








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Figure 23

The next screen shows an example of the configuration for Scan to OneDrive.

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Figure 24

After entering the correct information, click on "Test" to verify the site URL and if the correct

username and password were used.

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Figure 25

If everything is correct, there should be a green checkmark button next to "Test".

Click on Lookup to select the correct Folder where the scans will be placed in.

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Figure 26

The final screen will look like as following.

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Figure 27

If this is the correct information, click on “Save”. The configuration will be saved and the page with

all the workflows will be shown and the state for the Scan to OneDrive workflow will be “Update

needed” as you can see in the following screen.

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Figure 28


The template has been configured now with the correct storage information and basically it is ready

for use.

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Figure 29

Workflow

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Figure 30

These are the workflow settings that can be changed here.

Template options

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Figure 31

These are the default template options that can be changed here.

Devices

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Figure 32

These are the devices on which this template will be active.

3.6.3 Scan to Email This template is used for sending documents to e-mail.

General

When you click on Edit next to this template, the following "Edit" screen will pop up.

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Figure 33

This section has no configuration.

Storage

This workflow has also no storage configuration.

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Figure 34

Workflow

The following workflow questions and settings can be changed.

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Figure 35

Template options

The following template options are default and can be changed here.

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Figure 36

Devices

The workflow is active on the following devices.

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Figure 37

3.6.4 Scan to GoogleDrive

This template is used for uploading documents to GoogleDrive.

General

When you click on "Edit" next to the Scan to GoogleDrive entry the following screen will be shown.

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Figure 38


Storage








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Figure 39

Click on “Add GoogleDrive account” and the following screens will appear.

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Figure 40

Select the correct account that should be associated with GoogleDrive and click on this account.

The next page will be displayed. Please enter the correct password and click on “Next”.

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Figure 41

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Figure 42

Click on "Next".

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Figure 43

Click on “Allow”.

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Figure 44

Your Google account is now ready for use. The scans made with the template Scan to GoogleDrive

will be uploaded to this account. Click on “Close window and return”.

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Figure 45

Click on “Refresh” and the state will change to “Connected to GoogleDrive”.

Click on “Save”.

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Figure 46

The page with all the workflows will be shown and the state for the Scan to GoogleDrive workflow

will be “Update needed” as you can see in the above screen.


The template has been configured now and ready for use.

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Figure 47

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Workflow

Figure 48

These settings can be changed for this workflow.

Template options

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iXware

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Figure 49

These template options are the default and can be changed here for this template.

Devices

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Figure 50

Here the devices are shown on which the template will be active.

3.6.5 Scan to DropBox

This template is used for uploading documents to DropBox.

General

When you click on “Edit” next to the Scan to DropBox entry the following screen will be shown.

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Figure 51


Storage








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Figure 52

Click on Add DropBox account and the following screens will appear.

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Figure 53

Click on Authorize.

Figure 54

Click on Allow.

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Figure 55

Click on Close window and return.

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Figure 56

The window is still showing “Not connected to DropBox”. When you click on “Refresh”, this will

change into Connected to DropBox”.

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Figure 57

Click on “Save”.

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Figure 58

The above page will be shown and the “State” for the Scan to DropBox workflow will be “Update

needed”.


The template has been configured now and ready for use.

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Figure 59

Workflow

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Figure 60

The settings shown above can be changed for this workflow.

Template options

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Figure 61

These are the default template options that can be changed here for this template.

Devices

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Figure 62

The template will be active on the following devices.

3.6.6 FAX This template is used for sending faxes.

General

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Figure 63


3.6.7 Storage

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Figure 64

No storage is configured for this template.

3.6.8 Workflow

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Figure 65

No settings can be changed here.

Template options

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Figure 66

These template options can be changed here.

Devices

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Figure 67

The template will be active on these devices.

3.7 Address Book

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Figure 68

Various address book entries can be added here.

3.8 Configuration

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Figure 69

Here the general account settings information can be viewed.

3.9 Credit Usage

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Figure 70

Information about your credits and contract.

3.10 F.A.Q.

Help information.

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