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Prepare for Integrated Scanning implementation

Before you set up PaperCut MF for Integrated ScanningIntegrated Scanning provides a secure, consistent, and easy way for users to scan documents to: their own email address, their own home folders, or other authorized email and folder destinations., perform the following set up tasks. This guide describes how to:

Important:

Depending on your device, you might also need to configure the device for Integrated Scanning. For more information, see the relevant embedded manual for the device.

Configure PaperCut MF for email

If you want scan actions that deliver to an email address, you must ensure that PaperCut MF is configured for email notifications. For more information, see Set up system notifications and emails.

Add scan destination details

You must ensure that all users have:

  • a cloud personal folder for the Scan to Cloud Storage scan action
  • a home folder specified in PaperCut MF for the Scan to Home Folder scan action

  • an email address specified in PaperCut MF for the Scan to My Email scan action.

For more information about adding user details, see Advanced: Add user home folder and email details.

(optional) Set up user groups

Before you set up your scan actions, you should identify the user groups to which you want to allow access to each scan action.

For example, for educational sites, you might want to have a user group for all students and another user group for all teachers. The students group could have access to a Scan to my Email scan action. The teacher group could have access to a Scan to my Home Folder, Scan to Cloud Storage scan action, as well as the Scan to my Email scan action.

For a corporate site, you might want to set up a group for executives so they can scan confidential documents to a network folder that has restricted access.

For more information, see Groups in PaperCut NG/MF.

(Scan to Folder only) Provide access to network folders

If you want scan actions that are delivered to a network folder:

  • determine the scan delivery folders

  • change the PaperCut MF service account

  • provide access to scan delivery folders

Determine the scan delivery folders

Before you set up your scan actions, identify the folders to which scan jobs can be delivered. The PaperCut MF service account needs access to all of these network folders.

This might include:

  • user’s home folder—if all user folders are under one root folder, use an inherited permission for that folder.

  • network folders specified in PaperCut MF scan actions

Provide access to scan delivery folders

The account that runs the PaperCut MF service needs read and write access to the network folders or Network Attached Storage (NAS) to which scanned files will be sent. Only the PaperCut MF Application ServerAn Application Server is the primary server program responsible for providing the PaperCut user interface, storing data, and providing services to users. PaperCut uses the Application Server to manage user and account information, manage printers, calculate print costs, provide a web browser interface to administrators and end users, and much more. needs access to these folders.

By default, the account that runs the PaperCut MF service is:

  • Windows—SYSTEM account

  • Mac—papercut account

  • Linux—papercut account

This account does not have read and write permission to network folders. Create a user account that can run services and has read and write access to all required folders.

Change the PaperCut MF service account

The account that runs the PaperCut MF Server services by default does not have read and write permission to network folders. Replace this PaperCut MF service account with the service account you created.

On Windows

  1. In the Services console, stop the PaperCut MF Application Server service.

  2. Right-click the PaperCut MF Application Server service, then select > Properties.

  3. Click the Log On tab.

  4. Select This account.

  5. Enter the service account name and password.

  6. Click OK.

  7. Start the PaperCut MF Application Server service.

On Linux and Mac OS X

On Linux and Mac OS X, make sure the PaperCut MF account has read and write access to the appropriate network mounted volumes. This depends on your local network setup and the network file system you are using. For more information, refer to your local documentation.


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