Copystar XMedius Fax Connector Installation guide

KYOCERA

XMedius Fax

Connector

XMedius Fax Connector

Version 1.0

March 2019

KYOCERA Document Solutions America, Inc.

Software Solutions Group

                          Copyright © 2019 KYOCERA Document Solutions America, Inc. All rights reserved. 
Table of Contents 
 Introduction to XMedius Fax Connector .............................................................................................. 3 
1  XMedius Fax Connector Features ................................................................................................. 3 
2  This Guide ..................................................................................................................................... 3 
3  End-User Operation ...................................................................................................................... 4 
4  Supported MFPs ............................................................................................................................ 4 
5  Supported XMedius Fax On-Premise Version(s) ........................................................................... 4 
6  Licensing ........................................................................................................................................ 4 
7  On-line Activation ......................................................................................................................... 4 
 HyPAS Application Installation.............................................................................................................. 8 
1  HyPAS Application File .................................................................................................................. 8 
  Installation on HyPAS-Capable MFPs .................................................................................... 8 
  Installation on HyPAS-Enabled MFPs .................................................................................. 10 
2  Upgrading XMedius Fax Connector HyPAS Application .............................................................. 11 
 MFP Configuration .............................................................................................................................. 12 
1  Server Settings ............................................................................................................................ 13 
  On-Premise ......................................................................................................................... 13 
  Cloud ................................................................................................................................... 13 
2  Walkup Account .......................................................................................................................... 14 
3  Default Scan Settings .................................................................................................................. 15 
4  XMedius Fax Server Certificate Installation ................................................................................ 15 
 MFP Operation .................................................................................................................................... 16 
1  User Authentication .................................................................................................................... 16 
2  Adding Recipients ....................................................................................................................... 17 
  Add New Recipient .............................................................................................................. 17 
  Choose Recipient(s) from the Address Book ...................................................................... 18 
3  Fax Options ................................................................................................................................. 20 
4  Sending a fax ............................................................................................................................... 21 
 Support ............................................................................................................................................... 24 
 

1. Introduction to XMedius Fax Connector

Kyocera’s XMedius Fax Connector is a Kyocera Business Application designed to simplify document

scanning from a network connected Kyocera HyPAS-enabled MFP to a XMedius Fax on-premise or cloud

server. The XMedius Fax Connector enables users to choose fax destination, coversheets, and account

codes that exist on an existing XMedius Fax installation.

1.1 XMedius Fax Connector Features

• Pull recipient information directly from the XMedius server

• Send to individuals, groups, or add new contacts directory on the MFP panel

• Single sign on with third party authentication solutions

• No server middle-ware necessary

1.2 This Guide

This document describes the components, functions, installation requirements, and steps required to

deploy and configure XMedius Fax Connector effectively.

1.3 End-User Operation

User will approach the Kyocera MFP and press the XMedius Connector icon to open the application.

When the user signs in to using their XMedius login info, the XMedius Connector application will retrieve

information such as fax cover sheets, recipient information, etc., from an XMedius on-premise server.

The user would choose recipient(s), the fax cover sheet, and perform a scan as usual. The XMedius Fax

Connector application will then upload the scan to a XMedius Fax on-premise or cloud server.

1.4 Supported MFPs

For a full list of support MFP models, please refer to the Solutions Compatibility Chart on

KDACentral.com.

1.5 Supported XMedius Fax On-Premise Version(s)

The XMedius Fax Connector was developed and tested against XMedius Fax Server version 8.0. Versions

earlier than 8.0 are not supported. Later versions may also be supported but are untested as of the

writing of this document.

1.6 Licensing

XMedius Fax Connector 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. XMedius Fax Connector 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.

1.7 On-line Activation

XMedius Fax Connector 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

XMedius Fax Connector Licensing Procedure

1. Enter the Product ID from the

License Certificate, Click Next

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.

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.

2. HyPAS Application Installation

2.1 HyPAS Application File

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.

Installation on HyPAS-Capable MFPs

1. Download the XMedius Fax Connector 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.

6. Press Add button.

7. Insert USB flash drive into the MFP.

8. A list showing the application will appear.

9. Select XMedius Fax Connector and press Install.

10. After installation, press End to return to the Applications screen.

11. Select XMedius Fax Connector 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

XMedius Fax Connector service will no longer start. A license must be purchased from an

authorized Kyocera or Copystar dealer to restart the XMedius Fax Connector 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 XMedius Fax Connector is activated successfully, it can be executed from the main Application

screen (opened by pressing the Application key on the control panel).

Installation on HyPAS-Enabled MFPs

1. Download the XMedius Fax Connector 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 XMedius Fax Connector and press Install.

8. After installation, press Close to return to the Application screen.

9. Select XMedius Fax Connector

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

XMedius Fax Connector service

will no longer start. A license must be purchased from an authorized Kyocera or Copystar dealer

to restart the XMedius Fax Connector service.

10. After XMedius Fax Connector is activated successfully, it can be executed from the home screen.

NOTE: To setup XMedius Fax Connector as the default screen of the MFP, open System Menu > Common

Settings > Default Screen and select XMedius Fax Connector.

2.2 Upgrading XMedius Fax Connector HyPAS Application

Whenever the XMedius Fax Connector 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 XMedius Fax

Connector application has been upgraded.

3. MFP Configuration

XMedius Fax Connector can be configured from either the MFP panel or from a web interface. The web

interface can be accessed by entering http://<MFPADDRESS>:8080/xmedius/config into a web

browser. All configuration options are the same on the MFP panel and the web interface. The web

interface was used to illustrate the following steps.

Enter the web

configuration URL from

above into the web

browser of a network

connected workstation.

Once connected enter the

MFP Administrator’s

credentials.

Upon successful

authentication you will be

shown three options to

choose from and

configure:

1. Server Settings

2. Walkup Account

3. Default Scan Settings

3.1 Server Settings

On-Premise

• Address (required):

Either the IPv4 address

or the host name of

the XMedius Fax

server.

• Port (required): The

default port is 8443.

Contact your XMedius

Fax Server

administrator or refer

to the XMedius Fax

Server documentation

if the default port is

not working.

• Bind Username (required): Enter a user name that will be bound to the XMedius Connector

application. The permissions these credentials have will determine the available options for Cover

Sheets as well as Sender and Recipient billing codes.

• Bind Password (required): Password associated with the bound username from the previous step.

Cloud

• Domain: The

domain associated

with the

XMediusFAX Cloud

account. Generally,

the domain follows

the “portal” portion

of the URL.

For example, the

domain

“mydomain.com”

would appear in the

XMediusFAX Cloud

URL as

https://portal.mydomain.com/marketing

• Account Name: The Enterprise Account name associate with the XMediusFAX Cloud account.

• Cloud Token: Obtained through the XMediusFAX Cloud portal. Please refer to your XMedius

Administrator or the XMediusFAX Cloud Help section for more information.

3.2 Walkup Account

To enable a walkup

account, simply check

the Enable Walkup Login

checkbox and enter

credentials to be used as

the walkup account.

A “Walkup” button

will now be available

on the login screen.

3.3 Default Scan Settings

Scan default may be set

that will be universally

applied to all scan jobs

to promote uniformity.

However, scan settings

may be changed on a

temporarily though the

Fax configuration. Once

the user logs off or the

panel resets scan

settings will revert to

these defaults.

3.4 XMedius Fax Server Certificate Installation

A SSL certificate from the XMedius Fax Server will need to be installed on the MFP for the XMedius

Connector application to communicate with the server. To obtain the certificate please contact your

XMedius Fax Server administrator or refer to the XMedius Fax Server documentation.

4. MFP Operation

4.1 User Authentication

Upon initially opening the

XMedius Fax Connector

application users will be

shown the authentication

screen. Simply enter a

valid username and

password and press the

Next button ( ) to login.

If a card reader is installed

the screen will also show a

card reader.

To Register a HID Card:

Enter the user credentials

as normal then scan the

HID card. DO NOT press

the next button ( ) as

this will bypas the

registration process.

Upon successfully

authenticating, users will

be show the New Fax

Destination Creation

screen.

4.2 Adding Recipients

Users can add recipients by either choosing them from the exisitng addressbook in XMedius or entering

new recipient information on the panel.

Add New Recipient

Click the “Add New” button on the right-hand

side of the screen.

A popup window will

appear allowing users to

enter the new recipient

information. Required

fields will be denoted with

a red asterics ( * ). Once

completing the required

information press the

Check button to add the

new recipient to the list.

Recipients that are

manually entered are

denoted in the list with an

orange hash icon ( ).

Choose Recipient(s) from the Address Book

Press the Lookup Address Book button on the

right-hand side of the screen.

The panel will now display

up to 100 contacts that

exist in the address book.

Contacts will be shown

with an icon depicting the

type of contact it is:

Single User Contact

Group Contact

Users can choose multiple

contacts at this screen

then press the next button

( ) to add the contacts

to the contact list.

Contacts will be shown in

the alphabetically and in

the order of New Contact,

Group, Individual.

Contacts can also be

removed by pressing the

remove button ( ) next

to the contact name.

4.3 Fax Options

Open the Options Configuration screen by

pressing the Options button on the right-hand

side of the application.

The Fax Options screen

allows the user to choose

the cover sheet, sender

and recipient billing codes,

write the subject of the

fax, and add a comment.

The lists for cover sheet,

sender billing codes, and

recipient billing codes are

determined by the

Username bound in the

configuration settings. If

the cover sheet, billing or

recipient code required

does not appear in the list, double check the bound username as rights to access these.

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