Sources
Complete the following steps to create FTP sources. Documents received by the specified FTP server will be routed to Barr EOM.
From the Sources tree, select the source group (folder) where you want to add sources. Right-click and select New Source. The Add Source dialog box displays.
In the Type list, select FTP.
Next to Add new devices enter the number of sources you want to create. You can create a single FTP source or create multiple FTP sources and configure them simultaneously.
Click OK. The configuration tab pages that display are shown differently depending if you chose to create a single source or multiple sources.
Single source configuration - Configuration options are listed on the tab pages.
Multiple source configuration - Sources are configured in grid format on each tab page. The sources you chose to create are displayed as rows in the grids. The configuration options are listed as the column headings. You will need to configure the options for each source row. To configure multiple sources simultaneously, select the check boxes for the appropriate source rows and make the necessary configuration changes. The changes will be applied to all selected rows. You can add and remove sources by clicking Add and Remove below the grid. You can also select sources and click Copy to create copies.
Configure the general settings. For multiple source configuration, this is configured on the General tab.
Enter the source Name.
In the Server list, click the Barr EOM server where the Barr EOM Input Service is located for this source. The source does not have to be on the same server as the Barr EOM Input Service.
Enter any Comments or Location information for the source.
If desired, you can change the large source image that displays when configuring a single source. To do so, click Select Image and choose the appropriate image file (.bmp, jpg, or png). The selected image will be compressed and scaled to 96x96 pixels. Changing this image will not change the smaller image that displays or the image that displays in the source tree. To change the image back to the default, click Reset Image.
Configure the FTP settings. For single source configuration, use the FTP settings tab. For multiple source configuration, use the FTP settings tab (Bulk Configuration).
Enter a valid FTP server. This can be an FTP or IP address.
Enter the host's Port number. The port number must be from 1 through 65536. The default value is 21.
Choose if you want to Use passive mode. This determines if the host mode will be passive or active. Selecting the check box selects passive mode, where the client creates a session to receive data. Unselecting the check box will choose active mode, where the host creates a separate or new session to transfer data in response to a request from the client.
Enter the User name that will be used when logging on to the host. If the host does not require a user name, you can leave this box blank.
Enter the Password that will be used when logging on to the host account. If the host account does not require a password, you can leave this blank.
Enter the FTP folder. This is the location on the host from which the files will be retrieved when receiving files. You must type the entire path of the folder or the path relative to the FTP user home directory (for example, if your home directory is at \FTP\UserName, you can either specify \FTP\UserName\MySourceFiles or \MySourceFiles).
Choose if you want to Scan subfolders of the FTP folder specified.
Choose if you want to Remove subfolders. This will delete the subfolders of the FTP folder, after the files are transferred into Barr EOM.
Specify the time Interval for checking the host for documents. The default value is 60 seconds.
Specify the Temp folder location files are transferred into during the FTP session. When the session is complete they are put in the file store.
Configure filters using one of the following methods.
Single source configuration - On the Filters tab, the Filter column lists the filter criteria. You can modify the filter values by typing directly in the Regular Expression Value column. Wild card values of ? or * are accepted, as long as the expressions first character is a numeric or alphabetic character. This filter will be applied to each document received by the selected source. Click Regular Expression Tester to verify the expression syntax is valid.
Multiple source configuration - On the Filters tab (Bulk Configuration), the filter criteria is displayed in the column headings. You can modify the filter values by typing directly in each cell for the appropriate source. Wild card values of ? or * are accepted, as long as the expressions first character is a numeric or alphabetic character. This filter will be applied to each document received by the selected source.
Configure the document properties that will be applied to all documents received by the source. For single source configuration, use the Document properties tab. For multiple source configuration, use the Document properties tab (Bulk Configuration).
Determine if you want to use advanced document properties. Advanced document properties facilitate the setting of document properties from multiple sources. This is a complex feature that only advanced users and professional service engineers should configure.
To use advanced document properties, select Use advanced document properties. This enables the advanced document properties profile list. Select the default profile or an existing profile. To configure document profiles, see the Configuring document property profiles topic.
If you do not want to use advanced document properties, leave the check box disabled and configure the following:
Select the Document owner. This user will be the owner of all documents received using this source. Click the Browse button to select a user.
Configure the document properties by entering property values directly in the grid. All of the available property values are listed and grouped into categories. Expand the appropriate category by clicking the arrow next to the category name. The first node level in the category determines the print preferences for the properties it contains. On the print preference node, select how the property should be applied when a document is sent to a destination. Select Always Apply to always apply the specified property value. Select Informational Only to use the value for informational purposes only. On the value node, specify the document property value. This can only be configured during single source configuration.
Configure the following configuration options. For single source configuration, use the More settings tab. For multiple source configuration, use the More settings tab (Bulk Configuration).
Determine if you want all documents received by this source to be in the Hold state as they enter the EOM Console. This option is disabled by default.
Determine if you want to disable business rule processing for all documents received by this source as they enter the EOM Console. This option is disabled by default.
Use the following options to determine if you want to analyze documents as they are received by a source and enter the EOM Console. Selecting these options may cause performance degradation. These options are disabled by default.
Count pages - Performs a page count on all documents received by this source.
Detect data type - Detects the data type on all documents received by this source. The data type will display in the Documents grid Data Type column.
Detect trays - Determines the document paper tray that will print the document. This will display in the Documents grid Input Bin or Output Bin column. You can configure the Output Bin column to display by using the Administration Configure Columns Utility. You will need to configure the Document columns tab.
Detect color - Detects if the documents received by this source contain color. The Documents grid Color column displays True or False depending if color is detected.
Detect duplex - Detects if the documents received by this source are configured for duplex printing (that is, printing on both sides of the paper). The Documents grid Duplex column displays how the document will print, One Sided, Two Sided Short Edge, or Two Sided Long Edge.
Select the file store that will be used for all documents received by this source as they enter the EOM Console. The default file store is selected by default. Administrators define file stores and select the default in the Set General Preferences Utility. If the default file store is changed in the Set General Preferences Utility, all sources using the default will be automatically updated.
Assign a document folder for all documents received by this source as they enter the EOM Console. The default document folder is Un-Filed Documents.
Select the printing cost per page for black and white and color documents.
Determine if you want to send a notification when a document arrives, prints successfully, prints on failover destination, or is in error state. The notification can be sent as an email message or pop-up. You can select an existing profile in the list or create one from the Notification Profile dialog box. To create a profile during single source configuration, click New. To create during multiple source configuration, click the Browse button.
Configure the following output settings. For single source configuration, use the Output settings tab. For multiple source configuration, click in the grid on the Output settings tab (Bulk Configuration).
Use the Schedule output option to specify the date and time all documents received by this source will print. You can choose to print the documents today, on a specific day, or in the future. You can also choose to print as soon as possible, at a specific time, or in the future.
Use the Route to destination option to specify a destination where all documents received by this source can be routed. Click the Browse button to select one or more destinations in the tree. Use the SHIFT and CTRL keys to select multiple destinations. Destination groups cannot be selected. This option is set to Unrouted by default.
To override the default retain settings for all documents received by this source select the Override default retain settings check box and configure the retain options as necessary.
Select the appropriate output process. Output processes can be created to impact documents as they are being sent to a destination. The processes contain a set of actions which could be used for search and replace, setting finishing options, editing PJL commands, inserting overlays, and so on. You can select an existing process in the list or create one using the Process Designer. To create a process during single source configuration, click New. To create during multiple source configuration, click the Browse button.
Select the appropriate failover profile. Failover profiles specify what should happen to documents when they are sent to inaccessible destinations (they are not able to receive documents). You can select an existing profile in the list or create one from the Failover Profile dialog box. To create a profile during single source configuration, click New. To create during multiple source configuration, click the Browse button.
Click OK.