Xerox SmartSend Support & Software User Guide
Document Destinations
3-13
Managing Destination Credentials
Scanning credentials are needed for all scanning destinations that require credentials for storing and filing
scan documents, e.g., DocuShare, Domino, Microsoft Exchange, FTP, NetWare Folder, Network Folder, or
Microsoft SharePoint. You will be prompted to add credentials for new destinations when you add a new
workflow, but you may also add credentials for new destinations before adding a workflow using the Add a
New Credential link on the User Home Page.
scan documents, e.g., DocuShare, Domino, Microsoft Exchange, FTP, NetWare Folder, Network Folder, or
Microsoft SharePoint. You will be prompted to add credentials for new destinations when you add a new
workflow, but you may also add credentials for new destinations before adding a workflow using the Add a
New Credential link on the User Home Page.
T
IP
:
For DocuShare destinations, enter credentials for the DocuShare server rather than an individual
collection whenever possible. This can make it easier to locate collections when browsing, and may eliminate
the need to add credentials for individual collections. When entering credentials for the DocuShare server,
please confirm that you are able to log in to the DocuShare server using the URL that you will enter into
SMARTsend. You can do this by appending "Login" to the URL (for example, http://
www.docushare.companyx.com/dsweb/Login). Please note that "Login" is case sensitive.
the need to add credentials for individual collections. When entering credentials for the DocuShare server,
please confirm that you are able to log in to the DocuShare server using the URL that you will enter into
SMARTsend. You can do this by appending "Login" to the URL (for example, http://
www.docushare.companyx.com/dsweb/Login). Please note that "Login" is case sensitive.
To add new credentials:
1
Navigate to the User Home Page and click Add a New Credential. The Account Settings page will be
displayed.
displayed.
2
Select the destination type from the Account Type drop-down list. The number and names of the other
edit boxes will change based upon the type of destination selected.
edit boxes will change based upon the type of destination selected.
3
Complete the other edit boxes for the destination.
4
Click OK.
The credentials you have added will now be a "starting point" when creating a destination for this account.
When credentials on an existing destination have changed, the new credentials must be reflected on the
SMARTsend computer or the workflow scanning job will fail.
SMARTsend computer or the workflow scanning job will fail.
To change the credentials for an existing destination:
1
Navigate to the User Home Page and click Manage My Credentials. A list of all destinations with
credentials is displayed.
credentials is displayed.
2
Select the destination credential to be changed.
3
From the Credentials Tasks region on the left, click Edit this credential. The Account Settings page is
displayed.
displayed.
4
Edit the credential properties as appropriate.
N
OTE
:
You may be prompted to enter your SMARTsend computer credentials after clicking Add a New
Credential. You must use the same credentials you used to log in to SMARTsend. If you supply different
credentials, you may need to use your browser to delete the Temporary Internet Files on your workstation
before you can proceed. For example, using Internet Explorer you would choose the following options to
delete your Temporary Internet Files: Tools > Internet Options > General > Delete Files > OK.
credentials, you may need to use your browser to delete the Temporary Internet Files on your workstation
before you can proceed. For example, using Internet Explorer you would choose the following options to
delete your Temporary Internet Files: Tools > Internet Options > General > Delete Files > OK.
N
OTE
:
When adding a destination to a SMARTsend workflow, the user credentials that are entered for
the destination (e.g. DocuShare, SharePoint Portal Server 2003) must have written permission on the
destination server. If the credentials have only read permission, the user will be able to add the destination
to a SMARTsend workflow. However, the workflow publication will fail to execute because the user does
not have permissions to upload a document to the destination server.
destination server. If the credentials have only read permission, the user will be able to add the destination
to a SMARTsend workflow. However, the workflow publication will fail to execute because the user does
not have permissions to upload a document to the destination server.