Front-Office Server 2.7

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Configuration Guide for Microsoft Exchange

KOFAX

Front-Office Server

2.7

10300842-000

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Third-party software is copyrighted and licensed from Kofax’s suppliers. For information on third-party software included in this product, see “KFSTHIRDPARTYLICENSEREADME.txt.”

This product is protected by U.S. Patent No. 6,370,277.

THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF KOFAX, INC. USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF KOFAX, INC.

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Kofax, Inc. 3

Introduction

This guide shows how to configure Kofax Front-Office Server to send documents by email through a Microsoft Exchange server. When you release a document to email, index fields appear for entering recipient email addresses, a subject, and any message you want to provide. Click the Lookup button to the right of an email address field to open a window where you can select addresses from the embedded database, the Contacts folder, or the directory service.

Additional Documentation

This guide should be read with the following documentation:

Kofax Front-Office Server Installation Guide Kofax Front-Office Server Administrator’s Guide

Kofax Front-Office Server Administration Console Help Kofax Front-Office Server Web Client Help

For information about Microsoft Exchange, refer to the documentation that came with the product or contact the Microsoft Exchange server administrator or Microsoft for support.

Tip For additional information about Kofax products, visit the Kofax Web site and go to the

Technical Support pages. These pages provide product-specific information, such as supported versions of the destination type, current revision levels, the latest drivers and software patches, technical tips, and a searchable knowledgebase. In addition, updates to product documentation (if any) are available from these pages.

System Requirements

Before configuring Microsoft Exchange and Kofax Front-Office Server, do the following:

Install Kofax Front-Office Server.

Make sure that the Microsoft Exchange server is connected to a network that is available to

Kofax Front-Office Server.

Setting Up User Accounts

Kofax Front-Office Server and Microsoft Exchange use separate security systems. To send documents to Microsoft Exchange, you need to log on with a valid Microsoft Exchange user account as follows:

Users sending documents through Kofax Front-Office Server Web Client are prompted to

enter a Microsoft Exchange user name and account when they expand the list of destinations. Once they have logged on successfully, the credentials are saved.

Administrators setting up global and group shortcuts can save a Microsoft Exchange user

name and password for the Microsoft Exchange destination type. The credentials are used as defaults when creating shortcuts for Microsoft Exchange destinations. Administrators can override the defaults by assigning different user accounts to individual shortcuts. After the credentials have been saved, users or administrators are not prompted for a Microsoft Exchange user name and password unless they were changed.

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Configuring Kofax Front-Office Server

Copy and edit the necessary files to configure Kofax Front-Office Server for Microsoft Exchange. X To configure Kofax Front-Office Server for Microsoft Exchange

1 Copy rs.connector.exchange2k3.properties from the \Resources\setup folder to the

\Avalin\jboss\server\avalin\conf folder where Kofax Front-Office Server is installed.

2 Open rs.connector.exchange2k3.properties in a text editor. Modify the following

properties, and then save and close the file:

conf.exchange.domain conf.exchange.server

3 Deploy RSModuleConnectorMSExchangeDav.ear: Copy the file from the

\Resources\setup folder to the \Avalin\jboss\server\avalin\deploy folder where Kofax Front-Office Server is installed.

4 Stop and restart Kofax Front-Office Server.

5 Use Kofax Front-Office Server Administration Console to enable the MS Exchange

destination type, and to associate the newly available MS Exchange 2003 module to the desired roles. Refer to the Kofax Front-Office Server Administration Console Help for instructions.

An MS Exchange destination should display in Kofax Front-Office Server Web Client and Kofax Front-Office Server Administration Console. When you expand MS Exchange, there is one destination, Send Email, where you drag your documents or pages.

To display an email destination on the MFP front panel, create and deploy shortcuts with Kofax Front-Office Server Web Client and Kofax Front-Office Server Administration Console. Refer to the Help for these applications for information.

About Email Address Lookup Fields

In the Web Client and HP MFPs, Lookup fields retrieve email addresses and fax numbers from these sources as follows:

A table in the Use for the name of the product. For example Ascent Capture database: users

with data for the particular search (email address or fax number) will be returned from the search. This search is automatically enabled: no configuration is needed.

The users in the connected directory service: users with data for the particular search

(email address or fax number) will be returned from the search. This search is

automatically enabled: no configuration is needed. Of course, for configurations not using a directory service nothing will be returned for this source.

The Microsoft Outlook Contacts list of the logged on user. Contacts matching the search

criteria and that have data that match the search type (email address or fax number) will be returned in the results list. To enable the Contacts search, follow the instructions in To configure Kofax Front-Office Server for Microsoft Exchange below.

Important For the Contacts list lookup to work, Outlook must be configured with the

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Refer to the Kofax Front-Office Server Administrator’s Guide for information about these data sources.

The data retrieved from the Kofax Front-Office Server database, directory service, and personal address book is combined to create the list that appears in the Web Client and HP MFPs.

Frequently Asked Questions

If the software does not work correctly, or if you have questions about how the software operates, refer to the information in this section. You can find additional information and software updates on the Kofax Web site.

Why does Microsoft Exchange not display as a destination type in Kofax Front-Office Server Web Client and Kofax Front-Office Server Administration Console?

Check the following:

Make sure you have performed the procedures shown in Configuring Kofax Front-Office

Server on page 6.

Enable the Microsoft Exchange destination type in Kofax Front-Office Server

Administration Console.

Refresh the browser window.

What address book appears when I click the Lookup button to the right of an email address field?

Kofax Front-Office Server Web Client retrieves the email addresses from your Contacts folder. If you need an email address that is in a different address book, copy the address into the Contacts folder.

How do I send documents to a destination from the MFP?

Create shortcuts in Kofax Front-Office Server Administration Console and Kofax Front-Office Server Web Client. Shortcuts created with Kofax Front-Office Server Administration Console are available to all users of an MFP. Users can create their own shortcuts with Kofax Front-Office Server Web Client.

Why am I unable to email documents with Microsoft Exchange from the MFP?

Make sure that you have established credentials for a Microsoft Exchange user in Kofax Front-Office Server Administration Console. Refer to Setting Up User Accounts on page 5.

Why do I get an “insufficient space to store resource” error message when I attempt to send a document to Microsoft Exchange as an email message?

The size of the document cannot exceed the size that is configured in Microsoft Exchange for receiving a message. For assistance, see your system administrator.

Technical Support

For additional technical information about Kofax products, visit the Kofax Web site at

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The Kofax Web site also contains information that describes support options for Kofax products. Please review the site for details about the available support options.

If you need to contact Kofax Technical Support, please have the following information available:

Kofax Front-Office Server software version and build number Operating system and service pack version

MFP or scanner make and model Kofax Document Scan Server version

Front-Office Server 2.7

Configuration Guide for Microsoft Exchange

KOFAX