Scanpoint Service

The Scanpoint Service runs many services related to the Easyfile Document Management Environment and its integration with external applications.

If the service is running, turn it off before creating or editing services.

Click the Settings button to start configuring services.

Open

A number of services are listed. Check the ones you would like to enable and configure. A tab is created for each service selected. Each tab leads to the configuration page for that service.

Open

DocVault Transfer

The DocVault Transfer service pushes documents and indexing information from Easyfile to the Nationwide Insurance Document Center. Click Add to begin.

Enter the SQL Instance name, Database name, SQL User and password. Click test Connection. Once successful, click Add.

Email Notification

This service provides email notification to the accounts setup in the database.

Enter the URI, which is the address to the scanpointwebservice.asmx file. This can be a local connection http://localhost/spws/scanpointwebservice.asmx

or a remote connection

https://12345.caso.com/spws/scanpointwebservice.asmx

Enter the profile key created in the Easyfile web.config file.

Once the web service is successfully configured, click the View/Edit Email Settings.

Here you will setup the email service configurations settings. You will need:

The SMTP Server name.

The SMTP Port.

SMTP user and password.

Enable SSL/TLS checkbox.

You can test the settings by filling out the email addresses, subject and body. Once the test is complete, remove the test entries. Save the settings.

In addition, you can have the administrator notified when the database connection fails.

The information needed will be different for each site.

Task Scheduler

The Task Scheduler allows programs to run at predetermined times either once a day or repeated throughout the day. Click the Task Scheduler checkbox. A tab will appear at top. Click the tab to create and configure Tasks.

Click Create New task or Highlight an existing task and click Edit Task. The task window will appear.

Give the task a name and indicate how often the task should be run.

Indicate the Start date and time and whether the task needs to be repeated throughout the day.

Under the Actions section, there are 2 actions that can be scheduled.

1. Start a program

Here you will be asked which program to run and if there are any parameters.

2. Copy Files

Under this action enter the source and destination folder, if there are any file filtering parameters and whether to delete source files after copying is finished.

Finally, if the logged in user does not have rights to run the task, an administrator can enter credentials to run the task. Click the Test Action button when finished entering credentials.

DocuSign

The DocuSign service is to send information to Easyfile from DocuSign. Click the Add button to start.

Enter the DocuSign information in the Source section. You will need your DocuSign email address, password and account number.

In the destination setting enter the Easyfile information. You can Test Connection for both sets of entries.

When everything connects successfully, click Save and the information will be written to the front page.

Under the Get Data Option, a DocuSign FormData can be used or Extract data based on a specific template.

Full-Text Service

This service runs the Full-Text module for Easyfile.

Click Add and enter the URI to the Easyfile Web service and the Web Service Profile Key.

Click test Connection and Add when successful.

In the OCR Engine section Choose the type of OCR engine being used.

Enter the OCR Language Data Folder, the working and output folder.

Check the box if you want a log file and enter the log folder location.

Folder to Server

The Folder to Server can be used to monitor a folder for new scan files.

There are two options attached

1. To Basket This feature will watch a folder and any documents scanned to this document will pass the document to an Easyfile basket.

Enter the Web Service URI and the folder to monitor.

Enter the Web Service Profile Key, UserName and Password. Once entered and tested, click the Browse basket button to choose the appropriate basket. Each basket must have a separate folder to monitor.

2. To server Folder

Enter the Server folder location. Click Verify to ensure the folder exists.

For either choice, enter the file types to be included. Separate multiple file types with a semi-colon.

You can also look for specific files based on a name filter. Click the Backup File after Process if appropriate.

Drive Monitor

Drive monitor tracks space used on EasyFile server and can notify admin when drive is getting full.

Set the Service interval. Choose the drive(s) to monitor and the capacity threshold for notification.

Enter the SMTP information and add email users to be notified.

AD Sync

AD Sync is used to sync Active Directory accounts to Easyfile accounts, so logging into Easyfile can be accomplished with AD credentials. This feature is used if the client is not connected to AzureAD.

Enter the Easyfile Web Service URI and Profile Key Connection Settings.

Then enter the client LDAP server name, admin user and password.

Lastly, enter the group name created by the client to house the AD users who will be logging into Easyfile.

The AD group name is connected to an Easyfile group name through Easyadmin.

After creating the users in Easyfile with their AD names, create an Easyfile group.

Once the group has been created, click the Edit pencil Icon to the right of the group name.

Check the Enable AD Sync checkbox and enter the AD group name created by the client.

Assign cabinets, rights, and users to the group. The users added will then be able to login using their AD username. No password is needed.

Run Purge

Run Purge is a feature that purges deleted documents and their corresponding entries from Easyfile.

You must have been assigned Run Purge rights in Easyadmin to run this feature.

Enter the Easyfile Web Service URI and Profile Key. Indicate where the Write Log location will be.

Set the interval for the service to sweep the database and check for deleted records.

Easyfile Export

Easyfile Export will complete the export of documents created inside the Easyfile program.  Documents that are to be exported are put together in Easyfile through the Search function.  Once the records are found, the Easyfile Export button is pressed.

At that point, the processing turns over to the Scanpoint service.

Choose the interval when the service should sweep Easyfile for documents marked for exporting.

Under Sources, click the Add button.  Enter the Scanpoint Web Service URI address.  Enter the site’s Profile Key and click Test Connection.

Enter the export folder location.  Ensure that the Is Active button is checked.

Other Services

The balance of the services are integrations with outside application environments. Please contact us at Caso.com for more information.