KYOCERA AccuSender powered by SendSecure User guide

Type
User guide

KYOCERA AccuSender powered by SendSecure is a Kyocera Business Application designed to further leverage an existing XMedius SendSecure Cloud investment. AccuSender powered by SendSecure gives you the ability to scan to and print from your SendSecure account directly from the MFP without the need for middleware.

Features

  • Create and Configure SafeBoxes from the MFP
  • Access your SendSecure contacts
  • Configuration Web Page for easy setup
  • Setup default scan settings
  • Card login for quick access
  • Single sign-on
  • Import and export the AccuSender powered by SendSecure settings to easily configure multiple installations

KYOCERA AccuSender powered by SendSecure is a Kyocera Business Application designed to further leverage an existing XMedius SendSecure Cloud investment. AccuSender powered by SendSecure gives you the ability to scan to and print from your SendSecure account directly from the MFP without the need for middleware.

Features

  • Create and Configure SafeBoxes from the MFP
  • Access your SendSecure contacts
  • Configuration Web Page for easy setup
  • Setup default scan settings
  • Card login for quick access
  • Single sign-on
  • Import and export the AccuSender powered by SendSecure settings to easily configure multiple installations
AccuSender powered
by SendSecure
Version 1.0
June 2018
KYOCERA Document Solutions America, Inc.
Software Solutions Group
© 2018 KYOCERA Document Solutions America, Inc.
KYOCERA
AccuSender
powered by SendSecure
Table of Contents
1. Introduction to AccuSender powered by SendSecure ................................................................................. 3
1.1 AccuSender powered by SendSecure Features ...................................................................................3
1.2 This Guide ............................................................................................................................................3
1.3 Data Flow .............................................................................................................................................3
1.4 Supported MFPs ...................................................................................................................................3
1.5 Licensing ...............................................................................................................................................4
1.6 On-line Activation ................................................................................................................................4
2. HyPAS Application Installation..................................................................................................................... 7
2.1 Installation on HyPAS-Capable MFPs ...................................................................................................7
2.2 Installation on HyPAS-Enabled MFPs ...................................................................................................9
2.3 Upgrading AccuSender powered by SendSecure HyPAS Application ............................................... 10
3. Configuration Web Page ............................................................................................................................ 11
3.1 Scan Defaults ..................................................................................................................................... 12
3.2 Job Status .......................................................................................................................................... 13
3.3 Import/Export Configuration ............................................................................................................ 13
3.4 XMediusService Service Settings ...................................................................................................... 15
4. Using AccuSender powered by SendSecure on the MFP ........................................................................... 16
4.1 Logging in on the MFP ....................................................................................................................... 16
4.2 Configuring a SafeBox ....................................................................................................................... 16
Subject ....................................................................................................................................... 17
Body .......................................................................................................................................... 17
Adding Recipients...................................................................................................................... 17
Lookup Recipients ..................................................................................................................... 18
Removing Recipients ................................................................................................................. 19
Security Options ........................................................................................................................ 19
Recipient Language ................................................................................................................... 21
Scan Settings ............................................................................................................................. 21
4.3 Creating the SafeBox and Sending the Notification .......................................................................... 22
5. Support ...................................................................................................................................................... 25
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved. 3
1. Introduction to AccuSender powered by SendSecure
Kyocera’s AccuSender powered by SendSecure is a Kyocera Business Application designed to further
leverage an existing XMedius SendSecure Cloud investment. AccuSender powered by SendSecure gives a
user the ability to scan to and print from their SendSecure account directly from the MFP without the need
for middleware.
1.1 AccuSender powered by SendSecure Features
Create and Configure SafeBoxes from the MFP
Access your SendSecure contacts
Configuration Web Page for easy setup
Setup default scan settings
Card login for quick access
Single sign-on
Import and export the AccuSender powered by SendSecure settings to easily configure multiple
installations
1.2 This Guide
This document describes the components, functions, installation requirements, and steps required to deploy
and configure AccuSender powered by SendSecure effectively. Since AccuSender powered by SendSecure
offers multiple workflow and configuration options, it is essential to understand these to deploy this
solution correctly.
1.3 Data Flow
The AccuSender powered by SendSecure HyPAS application on the MFP uses SendSecure API services to
retrieve data from SendSecure SafeBox configuration on the MFP. When documents are scanned through
the MFP, a SafeBox is created under the logged in user’s XMedius SendSecure account. Notifications are
then sent out to the recipients as if sent from the logged in user’s XMedius SendSecure account through the
web portal.
1.4 Supported MFPs
For a full list of support MFP models, please refer to the Solutions Compatibility Chart on KDACentral.com.
4 Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
1.5 Licensing
AccuSender powered by SendSecure requires the purchase of a software license from an authorized Kyocera
or Copystar dealership.
You can evaluate the software, free of charge, for two 30-day trial periods. AccuSender powered by
SendSecure will be disabled when the two trial periods expire, and you will be required to purchase a license
key to be entered to continue using the application.
1.6 On-line Activation
AccuSender powered by SendSecure uses the same activation method as the Card Authentication Kit,
Teaching Assistant, Data Security Kit and the Document Guard Kit. Following the purchase of a license
certificate, the Product ID Number is sent in an email message. You will need these items as well as the MFP
Serial Number when you access the License Page from KDACentral.
You will be issued a unique Activation Key once you register your option. Print this page and input this
Activation Key number on the panel of your HyPAS-Enabled MFP or HyPAS-Capable MFP to activate it.
Login to the License Key Service on KDACentral.com
What’s required:
License Certificate
Product ID Number
MFP Serial Number
AccuSender powered by SendSecure Licensing Procedure
NOTE: The following images show the licensing procedure for the Printed Document Guard Kit (A) but the
same procedure is followed for licensing AccuSender powered by SendSecure.
1. Enter the Product ID from the
License Certificate, Click Next
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved. 5
2. Your Product will be verified, Click
Next.
3. Enter the MFP Serial Number, Click
Next.
4. Re-enter the MFP Serial Number to
confirm it, Click Next.
6 Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
5. Your Information will be verified,
Click Next.
6. Your License Key is issued.
7. Print the Page and input the License Key number on the panel of your HyPAS enabled MFP to
activate your Device.
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved. 7
2. HyPAS Application Installation
Two 30-day full-featured trials are allowed per MFP. For use beyond the trial period, each MFP installation
must be activated with a unique license key obtained after purchasing the corresponding item code.
2.1 Installation on HyPAS-Capable MFPs
1. Download the AccuSender powered by SendSecure Package file from KDACentral Kyocera and
Copystar Dealer Portal and copy it to the root of a clean USB flash drive.
2. At the MFP control panel, open System Menu/Counter >Favorites/Application.
3. Log in as Administrator when prompted. The default login name is Admin and the default password
is Admin (Note: Enter capital A when entering ‘Admin’ as both login name and password fields are
case-sensitive).
4. Press Application button.
5. Press Menu button.
8 Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
6. Press Add button.
7. Insert USB flash drive into the MFP.
8. A list showing the application will appear.
9. Select AccuSender powered by SendSecure and press Install.
10. After installation, press End to return to the Applications screen.
11. Select AccuSender powered by SendSecure and press Menu.
12. Press Activate. The MFP will prompt for Activation Mode. If a license key is available, enter the
license key, then select Official. Otherwise, press the Trial button to activate one of the two 30-day
trials. One trial can last for 30 days after which time the trial button will be disabled and the
AccuSender powered by SendSecure service will no longer start. A license must be purchased from
an authorized Kyocera or Copystar dealer to restart the AccuSender powered by SendSecure service.
13. If the Official button is pressed, the
MFP will prompt for a license key.
Enter it using the keypad and press
the OK button.
NOTE: License key can only be
generated by authorized Kyocera or
Copystar dealers.
After AccuSender powered by SendSecure is activated successfully, it can be executed from the main
Application screen (opened by pressing the Application key on the control panel).
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved. 9
2.2 Installation on HyPAS-Enabled MFPs
1. Download the AccuSender powered by SendSecure Package file from KDACentral Kyocera and
Copystar Dealer Portal and copy it to the root of a clean USB flash drive.
2. At the MFP control panel, open System Menu > Applications.
3. Log in as Administrator when prompted. The default login name is Admin and the default password
is Admin (Note: Enter capital A when entering ‘Admin’ as both login name and password fields are
case-sensitive).
4. Press the Add button.
5. Insert USB flash drive into the MFP.
6. A list showing the application will appear.
7. Select AccuSender powered by SendSecure and press Install.
8. After installation, press Close to return to the Application screen.
9. Select AccuSender powered by
SendSecure and Press Activate. The
MFP will prompt for Activation mode.
If a license key is available, enter the
license key, then select Official.
Otherwise, press the Trial button to
activate one of the two 30-day trials.
One trial can last for 30 days after
which time the trial button will be
disabled and the AccuSender
powered by SendSecure service will
no longer start. A license must be purchased from an authorized Kyocera or Copystar dealer to
restart the AccuSender powered by SendSecure service.
10. After AccuSender powered by SendSecure is activated successfully, it can be executed from the
home screen.
NOTE: To setup AccuSender powered by SendSecure as the default screen of the MFP, open System Menu >
Common Settings > Default Screen and select AccuSender powered by SendSecure.
10 Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
2.3 Upgrading AccuSender powered by SendSecure HyPAS Application
Whenever the AccuSender powered by SendSecure HyPAS Application is upgraded, the MFP will need to be
restarted for the application to function properly. Please make sure to restart the MFP after the AccuSender
powered by SendSecure application has been upgraded.
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved. 11
3. Configuration Web Page
Administrators can access the AccuSender Configuration web page using a browser such as FireFox (version
17) or Internet Explorer (versions 8 and 9).
Configuration page URL:
http://<MFP_IP_ADDRESS>:8080/AccuSenderSendSecure/config
(Replace <MFP IP Address> with the IPV4 address of the MFP)
To begin configuration, please login with the MFP administrator’s username and password. Once logged in
you will be shown the Job Status page and have a navigation menu on the left side of the page.
NOTE: Only one configuration session is allowed at any time. Any previously opened sessions will be
terminated.
12 Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
3.1 Scan Defaults
Changing the default scan settings will apply to all users who use the application. Scan settings can also be
changed in the AccuSender powered by SendSecure HyPAS application on the MFP panel itself on a scan to
scan basis.
Color Selection: Monochrome, Full Color, Grayscale, Auto Mono, Auto Gray
Resolution: 200-dpi, 300-dpi, 400-dpi
*400-dpi is only compatible with Monochrome and Grayscale
Duplex: Duplex On, Duplex Off
Original Type: Photo, Text, Photo & Text, For OCR
Original Orientation: Top Edge Top, Top Edge Left
Scan Density: (darkest) -3, -2.5, -2, -1.5, -1, -0.5, 0, 0.5, 1, 1.5, 2, 2.5, 3 (lightest)
Continuous Scan: Continuous Off, Continuous On
Page Size: Auto, Letter, Letter-R, Legal, Statement, Statement-R, A3, Ledger, A4, A4-R, B5, B5-R, B6,
B6-R, 16K, 16K-R, Officio2, Folio
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved. 13
3.2 Job Status
The Job Status pane will display the list of completed jobs and the status of that job. Date are show on the
left and can be selected to narrow results.
Log Dates: Dates jobs went out through AccuSender powered by SendSecure
Service Name: Which SendSecure service was used
Job ID: The ID of the scan job
Time Start: Time the job was started
Status: The status of the specific job
3.3 Import/Export Configuration
The configuration can be exported and imported into another MFP to ensure uniform settings across
multiple AccuSender powered by SendSecure installations.
14 Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
Import Settings
Under Import Settings, click the Choose File button and navigate to the exported .zip file. Select the .zip file
and click the Open button. The .zip file will appear next to the Choose File button for reference. Next, click
the Import button to import your AccuSender powered by SendSecure settings. A popup window should
appear stating that connector has “successfully imported data”. Click OK to close the popup window and
click the Finish button to return to the Settings page.
Export Settings
Click the Export button and your settings will automatically download to your browser’s default download
location. The file will be calledAccuSenderSendSecure.zip” and can be copied and moved as any other .zip
file.
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved. 15
3.4 XMediusService Service Settings
XMedius Service Domain: The domain used to sign in to the portal
Enterprise Account ID: XMedius Enterprise Account ID
File name: Default name that will be given to scanned files
One Touch Account: An account that can be used by anyone who walks up to the MFP.
o User: Username for One Touch account
o Password: Password for One Touch account
16 Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
4. Using AccuSender powered by SendSecure on the MFP
4.1 Logging in on the MFP
1. Press the AccuSender powered
by SendSecure icon on the MFP
panel to display the login page.
Enter your email address
associated with your account
and your SendSecure Password.
If you want to register a HID
card, simply swipe your card
after you have filled out your
Name and Password without
pressing the Next button.
2. Upon successful login, you will
be shown the Create a SafeBox
screen.
4.2 Configuring a SafeBox
After logging in the Create a SafeBox screen is show. Here users can add or lookup recipients, alter the
Subject, Body, or display language of the email sent to recipients, change the default scan settings, and
change the security options.
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved. 17
Subject
The Subject of the email that will
be sent to recipients. This can be
changed to any string the user
would like but it must be
populated as it is a required field.
Body
The Body of the email that will be
sent to recipients. This field is not
required and can be left blank if
desired.
Adding Recipients
Use the Add button to manually
add a new recipient.
18 Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
Simply enter the recipients email
address (required) and/or phone
number and press the OK ( )
button.
Lookup Recipients
Use the Recipient Lookup
button to browse recipients.
A list of the organization’s users will
be displayed as well as any favorites
the currently logged in user has
selected in the past. Favorites are
shown with a star icon next to the
name.
If the list is large, users can search
by entering a name in the search
box above the list a pressing the
Search icon.
Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved. 19
Users can also filter the list only
by favorites by pressing the
Favorites tab on the top-right of
the list view.
Removing Recipients
Recipients can be removed
from the sender list by pressing
the red “X” tag to the right of
the recipient name.
Security Options
Security Options can be
configured by pressing the
Security Options button.
20 Copyright © 2018 KYOCERA Document Solutions America, Inc. All rights reserved.
The Security Options screen will allow the user to choose from a predefined Security Profile, set the SafeBox
Retention time length, or set an Auto Close date.
Security Profile: Dropdown box that contains all predefined Security Profiles the currently logged in
user has access to. The profiles are configured through the XMedius SendSecure web portal.
Retention: Sets the life cycle of the SafeBox:
o Delete On Close: SafeBox contents will be deleted as soon as the SafeBox is closed
o Retain after close for: SafeBox contents will remain inside the closed SafeBox for the
configured amount of time
o Retain Indefinitely: SafeBox contents will remain inside the closed SafeBox until they are
manually deleted
Auto Close: Sets a date on which to automatically close the SafeBox
o After: SafeBox will close after the configured time
o On: SafeBox will close on the configured date
Security Profile
Retention
Auto Close
  • Page 1 1
  • Page 2 2
  • Page 3 3
  • Page 4 4
  • Page 5 5
  • Page 6 6
  • Page 7 7
  • Page 8 8
  • Page 9 9
  • Page 10 10
  • Page 11 11
  • Page 12 12
  • Page 13 13
  • Page 14 14
  • Page 15 15
  • Page 16 16
  • Page 17 17
  • Page 18 18
  • Page 19 19
  • Page 20 20
  • Page 21 21
  • Page 22 22
  • Page 23 23
  • Page 24 24
  • Page 25 25

KYOCERA AccuSender powered by SendSecure User guide

Type
User guide

KYOCERA AccuSender powered by SendSecure is a Kyocera Business Application designed to further leverage an existing XMedius SendSecure Cloud investment. AccuSender powered by SendSecure gives you the ability to scan to and print from your SendSecure account directly from the MFP without the need for middleware.

Features

  • Create and Configure SafeBoxes from the MFP
  • Access your SendSecure contacts
  • Configuration Web Page for easy setup
  • Setup default scan settings
  • Card login for quick access
  • Single sign-on
  • Import and export the AccuSender powered by SendSecure settings to easily configure multiple installations

Ask a question and I''ll find the answer in the document

Finding information in a document is now easier with AI