ELO. ELO Connect (Android) Document Management and Archiving Software. September ELO Digital Office GmbH.

(1)

ELO

Document Management and Archiving Software

ELO Connect (Android)

September 2018

ELO Digital Office GmbH http://www.elo.com

(2)

(3)

Table of Contents 3

Introduction

Copyright Notices ELO Digital Office GmbH holds the copyright to this program. The

product may only be copied and used in accordance with the Li-cense Agreement.

It is illegal to copy, reproduce, or distribute ELO Connect in whole or in part.

No part of this manual may be reproduced, distributed, translat-ed, or otherwise duplicated without the prior written consent of ELO Digital Office GmbH. The contents of this manual in no way represent an entitlement on the part of the purchaser.

Trademarks ELO Connect is a registered trademark of ELO Digital Office GmbH.

Microsoft Windows, Microsoft Word, Microsoft Excel, and Mi-crosoft PowerPoint are registered trademarks of the MiMi-crosoft Corporation. All other product names are protected by copyright and are registered trademarks/brand names of their respective owners.

Please note We have made every effort to supply product documentation that

is as accurate as possible. However, as we are continuously devel-oping ELO Connect and produce multiple versions in parallel, the status of this program changes very quickly. For this reason, there may be minor discrepancies between the descriptions and images in the manual and in the app. We ask for your understanding if this occurs.

(6)

6 Introduction

Conventions

This manual describes a large number of interactions, program di-alogs, menus, and interfaces. The following conventions apply.

Messages Important information is displayed in a gray box with an

informa-tion icon. The following types of note are used in this manual: Information: This is additional information that makes working with ELO easier.

Please note: Take this note into account to guarantee smooth op-eration of your program.

Warning: It is essential that you heed this information to avoid significant restrictions in the operation of your program.

Italics The names of menus, options, dialog boxes, folders, references to

chapters, paths, and file extensions are written in italics.

Example: Click ELO > Configuration and choose the Display option.

Keyboard commands Shortcuts are written in UPPER CASE. Keys pressed at the same

time are indicated with a plus sign (+). Example: CTRL + C

Bold Notes and highlighted information are marked in bold in the

user manual. This also applies for the words alternatively, option-al, and the names of examples.

Courier Program code, program outputs, inputs, and scripts are written in

Courier font.

Example: MsgBox "Hello world!"

(7)

Introduction 7 Navigation paths: These paths describe the order of buttons and menu items you click through to use certain functions. You can recognize navigation paths by the pointy brackets (>) and the italic font.

Example: Click the ELO > Configuration > Display > Repository

lay-out.

Filing paths: These paths describe filing paths within the ELO repository. Storage paths are indicated by a double slash (//). Example: Save the document under //Filing//Year//Month. Document and filing paths: These paths describe storage loca-tions for files within the operating system. We indicate this by us-ing backslashes (\).

(8)

8 Introduction

Contents of the manual

Introduction The first chapter contains general information about using the

manual and an overview of the chapter content. Requirements and

in-stallation This chapter describes the requirements and how to install ELOConnect.

Basics This chapter familiarizes you with the ELO Connect interface,

nav-igation, and configuration options.

Use This chapter contains information on using ELO Connect.

Appendix This chapter contains information on the ELO website and the

Dis-claimer of Liability.

(9)

Requirements and installation 9

Requirements and

installation

The ELO Connect app enables you to gather files from different sources and easily transfer them to the ELO Java Client or ELOof-fice. To transfer files, you can access your internal device memory, removable storage (e.g. SD cards), and cloud storage (e.g. Google Drive).

You can even select the files you want to transfer while on the go. You do not have to be connected to the same network as the ELO Java Client or ELOoffice.

(10)

10 Requirements and installation

Requirements

ELO Connect was developed for use on mobile devices with An-droid 4.0 or higher. You can transfer files with ELO Java Client ver-sion 11 and higher as well as ELOoffice 11. To install ELO Connect, you need the Google Play Store app and a Google account.

(11)

Requirements and installation 11

Installation

You will find the ELO Connect app in the Google Play Store. 1. Tap Install to begin installation.

ELO Connect is installed on your device automatically.

Start app To start ELO Connect, tap the app icon in your device's app

(12)

12 Basics

Basics

This chapter introduces the ELO Connect program interface. You will get to know important menus and buttons and learn how to navigate ELO Connect.

(13)

Basics 13

User interface

1. To start ELO Connect, tap the app icon on your device's start screen.

(14)

14 Basics

Fig. 1: 'Outbox' area

(15)

Basics 15 Information: The Outbox area is set as the ELO Connect start screen.

1 Menu button: Opens the menu bar. 2 Refresh button: Refreshes the Outbox. 3 Add button: Opens the file overview area.

(16)

16 Basics

Menu bar

1. Open the menu bar using the menu button.

Fig. 2: 'Menu bar' area opened

The ELO Connect menu bar opens. The following menu items are available:

Outbox: Here, you can gather files and transfer them to the ELO Java Client or ELOoffice.

Connections: Under Connections, you can add or remove connec-tions to transfer data between ELO Connect and the ELO Java Client or ELOoffice.

(17)

Basics 17 Configuration: In the Configuration, you can adjust settings for filing and saving your files with ELO Connect. Different logging functions are also available in this area.

Privacy Policy: You will find the ELO Connect Privacy Policy here. Company Information: This menu item contains Company Infor-mation and the contact inforInfor-mation for ELO Digital Office GmbH.

(18)

18 Basics

File overview

Navigate to the Outbox. Tap the Add button (blue button with white plus symbol) to open the file overview area.

Fig. 3: 'File overview' menu bar

The file overview opens. You can select the files you want to trans-fer with ELO Connect here. Once you have made your selection, the files are gathered in the Outbox.

1 Directory overview: Opens the overview of available directo-ries. In the directory overview, you can choose directories of other apps, for example an additional file explorer. As standard, you can select files to transfer with ELO Connect from the following direc-tories: • Images • Videos • Audio • Recent • Downloads

• Cloud providers, e.g. Google Drive

2 File view: Changes the view of the available files. You can choose between a view with large icons and a list view with additional information, such as the date and file name.

3 File arrangement: Arranges the displayed files by name or date modified.

(19)

Basics 19 4 Additional display options: Provides additional information on the files. You can hide or show the file size as well as the internal storage.

(20)

20 Basics

Connections

In this chapter, you will learn how to set up a connection for da-ta transfer with ELO Connect and what general configuration op-tions are available.

Setting up a

connec-tion 1. In the open menu bar, tap Connections.

Fig. 4: 'Connections' area

The Connections area opens.

(21)

Basics 21

Fig. 5: 'Connection data' input screen

The input screen for recipient connection data opens.

3. In the ELO user name field, enter the user name you want to use to log onto your ELO repository in the ELO Java Client or ELOoffice. 4. In the Computer name or IP address field, enter the name of the computer you have installed the ELO Java Client or ELOoffice to. Alternatively, you can also enter your computer's IP address. Please note: To transfer files between ELO Connect and the ELO Java Client or ELOoffice, your mobile device must be connected to the same network as your computer.

(22)

22 Basics

5. Confirm your connection data by tapping the gray check. A connection for transferring files between ELO Connect and the ELO Java Client or ELOoffice has now been created.

Delete connection If you would like to remove an active connection in ELO connect,

proceed as follows:

1. Navigate to the Connections area.

2. Select the connection you would like to delete from the

Con-nections area.

Fig. 7: 'Connection' area with selected connection

The menu bar in the Connections offers two additional functions. 3. Tap the Recycle bin if you would like to remove the active con-nection from the Concon-nections. Tap the arrow button if you want to clear your selection.

The active connection is removed from the Connections area. Please note: Establishing a connection between ELO Connect and your computer requires the port TCP/UDP 5876 to be enabled. In the Windows Management Console, go to the Windows Defender

Firewall with Advanced Security dialog box and enable port TCP/ UDP 5876 under Inbound Rules. Create a new rule.

(23)

Basics 23

Fig. 8: 'Connection overview with active connection' area

When you have successfully established a connection between ELO Connect and the ELO Java Client or ELOoffice, the active con-nection appears in the concon-nection overview. The concon-nection in-formation contains the ELO user name of the respective client, the computer name or its IP address, as well as a designation for the client to which files are transferred. In this example, ELOoffice. You can now transfer files between the ELO Connect app and the ELO Java Client or ELOoffice.

(24)

24 Basics

Configuration

In the Configuration, you can adjust settings for filing and saving your files with ELO Connect. Different logging functions are also available in this area.

1. Open the Configuration by tapping Configuration on the menu bar.

(25)

Basics 25

(26)

26 Basics

The Configuration dialog box appears.

File Filing location: Here, you can define where transferred files are

stored in the ELO Java Client or ELOoffice.

• To Intray: The files are sent to the Intray of the connected repository.

• To current folder: Stores the files to the folder most re-cently selected in the repository in ELO Java Client or ELOoffice.

• Confirm via dialog box: Shows a dialog box for each transfer allowing you to select a location to transfer the file to. Here, you can choose between the two filing op-tions To Intray and To current folder.

Storage Use external storage: Choose whether local files should be saved

to an external storage medium, such as an SD card, or to the inter-nal storage of the device. Use the slider to choose how you want to file your documents.

Logging Logging: Here, you will find all the settings for an optional log file.

• Enable/disable logging: Tap the slider icon to enable or

disable logging.

• View log file: With this option, users can view the log file. If one is available, open the log file with an editor of your choice.

• Notify support: Compose an e-mail to send to ELO

Sup-port. Available log files are attached to the e-mail. • Delete log file: This option allows you to delete available

(27)

Basics 27

Configuring ELOoffice for file transfer

1. Open ELOoffice on your computer.

2. On the ELOoffice menu bar, click the ELO button. 3. Open the Configuration area.

Fig. 10: 'Additional modules' area in ELOoffice 11

3. By Additional modules, check the ELO Connect box. 4. Restart ELOoffice.

Please note: To establish a connection between ELOoffice and ELO Connect, you need version 11.00.016 of ELOoffice.

(28)

28 Basics

Fig. 11: 'Windows Security Alert' dialog box

A dialog box with a Windows Security Alert opens. This means the Windows Firewall is blocking communication between ELO Con-nect and your computer.

5. Enable communication by checking the box next to Home or

work (private) networks. 6. Click Allow access.

(29)

Use 29

Use

This chapter will introduce you to the functions of ELO Connect using practical examples. These include:

• Gathering files in the Outbox

(30)

30 Use

Gathering files in the Outbox

With ELO Connect, you can gather files from your mobile device, any connected external storage (e.g. SD card), or from a Cloud service (e.g. Google Drive) in your app Outbox and select files to transfer to the ELO Java Client or ELOoffice.

You can add files to your ELO Connect Outbox regardless of whether you are connected to the same network as the ELO Ja-va Client or ELOoffice. This allows you to prepare files for transfer while on the go or offline.

It is only possible to transfer files from the Outbox area. 1. Navigate to the Outbox area.

2. Tap the Add button (blue button with white plus symbol) to open the file overview.

Fig. 12: 'File overview' menu bar

The file overview menu bar opens.

3. On the file overview menu bar, open the directory overview. 4. Select a directory.

5. Tap the file you want to add.

The selected file is now in the ELO Connect Outbox.

Multiple selection You can also select multiple files at once and add them to your

ELO Connect Outbox.

(31)

Use 31

Fig. 13: 'Directory with multiple selection' area

(32)

32 Use

Fig. 14: 'File selection menu bar' area

1 Arrow icon: Tap here to discard your file selection.

2 Open button: Clicking this button files the selected files in the

Outbox.

3 Select all button: Selects all files in the current directory. 6. Tap Open to file the selected files in the ELO Connect Outbox. The selected files are added. The app switches to the Outbox. Remove files from the

Outbox You can remove files you added to the Outbox area as follows:

1. Navigate to the Outbox.

2. Select a file. You can select multiple filters.

Fig. 15: 'Outbox' area with selected file

3. Tap the Recycle bin.

(33)

Use 33

Transferring files with ELOoffice or the ELO

Java Client

You can transfer files from your device to your ELOoffice or ELO Java Client repository. This chapter explains step by step how to transfer your files.

1. Navigate to the Outbox area.

2. Select the file you want to transfer to ELOoffice or the ELO Java Client.

Information: Multiple selection is possible. Files that have been selected are shown with a light blue background in the file icon.

Fig. 16: 'Outbox' area with selected file

Additional functions appear on the menu bar. 1 Arrow icon: Tap here to discard your selection.

2 Share button: Opens the selected file in another app. The corre-sponding app is opened automatically depending on the file type.

(34)

34 Use

3 Send button: Transfer the selected files to ELOoffice or the ELO Java Client.

4 Recycle bin: Remove the selected file from the ELO Connect Out-box.

The metadata in the file thumbnail contains the following infor-mation:

• File name and file type

• Date added to the Outbox

• File size

3. Open ELOoffice or the ELO Java Client on your computer. 4. Tap the Send button.

Fig. 17: 'Intray' area in ELOoffice 11

Once the transfer is complete, the selected file is shown in the

In-tray or the folder currently open in ELOoffice or the ELO Java Client. This depends on the options you have configured for filing. For successful file transfers, you will briefly see a message Upload

suc-cessful in the ELO Connect Outbox. Keywording, dialog

box when filing to the repository

If you select the option To current folder, the transferred file is as-signed the Free Entry keywording form by default.

(35)

Appendix 35

Appendix

This chapter provides general information about ELO and infor-mation about this manual.

• Disclaimer of Liability

(36)

36

Disclaimer of Liability

ELO Digital Office GmbH, Tübinger Strasse 43, 70178 Stuttgart, Germany ELO Digital Office AT GmbH, Leonfeldner Strasse 2-4, 4040 Linz, Austria ELO Digital Office CH AG, Lagerstrasse 14, 8600 Dübendorf, Switzerland The ELO homepage is available at: www.elo.com

ELO Digital Office, the ELO logo, elo.com, ELOoffice, ELOprofessional and ELOenterprise are trademarks of ELO Digital Office GmbH in Germany and/or other countries. Microsoft®, MS®, Windows®, Word® and Excel®, PowerPoint®, SharePoint®, and Navision® are registered trade-marks of Microsoft Corporation in the USA and/or other countries. Other company, product, or service names may be trademarks of other companies.

This publication serves only as non-binding general information and is not a substitute for a detailed, individual consultation. The information contained in this publication can be changed at any time without prior notification. Technical characteristics and functions may vary, particularly from country to country.

You can obtain the latest information on ELO products, contractual conditions, and prices from the ELO associations, ELO Business Partners, and/or from ELO Channel Partners. The product information reflects the present status. The subject and extent of the services are ex-clusively defined in the corresponding contracts.

ELO does not guarantee that its products or other services ensure compliance with specific legislation. The customer is responsible for compliance with security regulations and other regulations defined by national and international law.

We reserve the right to make changes and assume no liability for errors and misprints. Repro-duction and/or distribution, in part or in whole, is only allowed with written consent from ELO Digital Office GmbH.

(37)

Index

Index 37 Appendix - 35 Basics - 12 Configuration - 24 Connection, set up - 20 Connections - 20

Connections, connection data - 22 Connections, delete - 22

Conventions - 6 Copyright Notices - 5 Directory overview - 18 Display, additional options - 19 ELO Java Client, configuration - 22 ELO Java Client, keywording and filing - 34 ELO Java Client, transfer files - 33

ELOoffice, configuration - 22, 27 ELOoffice, keywording and filing - 34 ELOoffice, transfer files - 33

ELO Support - 26 External storage - 26 File - 26

File overview - 18 Files, arrange - 18 File selection, discard - 32 File storage - 32

File transfer - 27 File view, change - 18 Filing to the repository - 34 Gather files - 30

Installation - 11 Keywording - 34 Logging - 26 Menu bar - 16

Multiple selection, all files in directory - 32 Multiple selection, multiple files - 30 Outbox - 14, 30, 32

Outbox, remove files - 32 Outbox, showing metadata - 34

Port TCP/UDP 5876, enable - 22 Preliminary configuration - 22 Requirements - 10

Start app - 11 Trademarks - 5 User interface - 13