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SmarThru WorkflowSmarThru Workflow
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STWF Introduction
Troubleshooting
Practices
Q&A
Contents
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Objective
Develop a document Workflow server application that supports workgroup up to 100 people
Obtain Competitive Solution for the middle-high end marketing area
Obtain a Digital Sending Solution supporting intuitive graphic user interface and flexible extension
Obtain a Digital Sending Solution to be extended to Total Document Solution for the future
SmarThru Workflow Overview
What is STWF
Web-based application, which converts paper-based information into digital images andsends it directly to several user-defined destinations
Digital Sending Solution is required for middle-high end market There is no solution for Digital Sending such as HP Digital Sending Software for Workgroup, Xerox FreeFlow SMARTsend for Enterprise, etcDoes not have proper solution for the middle-high end productPreparing the Samsung Total Solution for Document Management Solution
Background
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Digital Sending Solution between MFP and Destination–the key to a Digital Sending Solution between MFP and Destination–the key to a streamlined document capture-process-route system.streamlined document capture-process-route system.
Web based Application for Admin and General userWeb based Application for Admin and General user
Communication with Device by SOAP/XML data Communication with Device by SOAP/XML data
Supporting the multi users and devicesSupporting the multi users and devicesAllocate the user per deviceAllocate the user per device
Manage the Workform per userManage the Workform per user
Manage Job History per userManage Job History per user
Supporting Intuitive User InterfaceSupporting Intuitive User Interface
EasyEasy creation for Workform creation for Workform
Plug-ins of Additional functionality for extensionPlug-ins of Additional functionality for extensionSupportingSupporting extension functionality based on plug-in method extension functionality based on plug-in method
Support secured data transmitSupport secured data transmitCommunicatingCommunicating with SSL protocol for security between server and device with SSL protocol for security between server and device
Project Concept
Project Concept
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Offer a web based application managed through a browser via network without any pre-installation
Create and use Workforms per user
Support various user authenticate methods through local or network authentication
Manage a history with a grid and graphic analysis
Support backup functionality for safety
Support data transmit under SSL protocol for security between Server and Device and between Server and User
Offer intuitive graphic user interface to create and manage Workform.
Support multiple destinations
Support Meta Data in Workform
Support Access control & Group management for each plug-ins
Support 3rd Party Application
SmarThru Workflow service main features
Main Features
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Email & FaxEmail & FaxEmail & FaxEmail & Fax
OCR & OCR & FTPFTP
OCR & OCR & FTPFTP
Color PrintingColor PrintingColor PrintingColor Printing
OCROCR
FaxFax PrinterPrinter
EmailEmail
FTPFTP
FolderFolder
Product Concept
Product Concept
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MFP
DestinationDestinationDestinationDestination
User
Login
Loa
d W
ork
form
s
Sca
n t
o …
Device #1 User #1 Workform #1
Device #2 User #2 Workform #2
Device #N User #N Workform #NSending
Create Workforms
SmarThru Workflow Server
User
23 4 5
6
MFP
Administrator
1
• Register devices• Assign users
User
DestinationDestinationDestinationDestination
DestinationDestinationDestinationDestination
User Scenario
Basic Workflow Scenario
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NetworkNetwork SmarThru Workflow Server
User scenario
Example) Scan to OCR & Folder scenario
PC
6 OCR
FolderFolder
User
Create Workform as Scan-OCR & Folder2
Administrator
1• Register devices• Assign users
MFP
Login
Load Scan-OCR & Folder Workform
Send image
User
3
4
5
OCROCR
7 Send document
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Login
Load Scan-PCFax Workform
Send image
Create Workform as Scan-PCFax
SmarThru Workflow Server
User
2
3
4
5
MFP
Administrator
1• Register devices• Assign users
User Scenario
Example) Scan to PCFax Scenario
MFPPSTNPSTN
NetworkNetwork
7 Send document
6 Send document
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PSTNPSTN
NetworkNetwork
MFP
Receive Fax
Load Fax-Folder Workform
Send image
Create Workform as Fax-Folder
SmarThru Workflow Server
2
3
4
5
MFP
Administrator
1• Register devices• Assign users
User scenario
Example) Incoming Fax to Folder scenario
PC
6 Send document
FolderFolder
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User scenario
Example) 3Example) 3rdrd Party Application Party Application (Available from 2.0) (Available from 2.0)
User feels the Device is communicating
with 3rd Party Application directly
User feels the Device is communicating
with 3rd Party Application directly
Administrator
1 Register devices
3rd Party Application
User
SmarThru Workflow Server
Device
STWF Server will relay the request and response
between Device and 3rd Party Application
STWF Server will relay the request and response
between Device and 3rd Party Application
After sending parameters to 3rd Party Application, Device will send scanned data to 3rd Party Application
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5
3rd Party Application process scanned data and parameters which were sent from device
User
Set parameters in User Interface while making Workform
2
Send Request / Get Response from 3rd Party Application
3
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Installation of STWF 2.1
Refer to Admin Manual for Installation. Refer to Admin Manual for Installation.
If the previous version of STWF is installed already, then you can see below notice.If the previous version of STWF is installed already, then you can see below notice.
Then use patch setup in ‘Patch\Setup.exe’ of installation folderThen use patch setup in ‘Patch\Setup.exe’ of installation folder
Installation Guide
Installation Guide
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Understanding Workflow and Workform
In SmarThru Workflow service, Workflow means a list of processes connected together In SmarThru Workflow service, Workflow means a list of processes connected together in certain order to properly input, transform and transmit data. A Workflow comprises in certain order to properly input, transform and transmit data. A Workflow comprises the format of Workform.the format of Workform.
A Workform consists of three processes which are categorized as follows:A Workform consists of three processes which are categorized as follows: Input processInput process
The Input process is responsible for capturing the input data stream. The user can graphically add the The Input process is responsible for capturing the input data stream. The user can graphically add the Input plug-in into a Workform design by selecting from the list on the left pane of the Workform Manager Input plug-in into a Workform design by selecting from the list on the left pane of the Workform Manager window . Only one Input plug-in can be assigned to each Workform.window . Only one Input plug-in can be assigned to each Workform.
Transform processTransform process The Transform process is responsible for manipulating, converting, and formatting the data stream. The The Transform process is responsible for manipulating, converting, and formatting the data stream. The
user can graphically add the Transform plug-in into a Workform design by selecting from the list on the left user can graphically add the Transform plug-in into a Workform design by selecting from the list on the left pane of the Workform Manager window. Only one Transform plug-in can be assigned to each Workform.pane of the Workform Manager window. Only one Transform plug-in can be assigned to each Workform.
Transmit process Transmit process The Transmit process is responsible for routing and storing the data. The user can graphically add the The Transmit process is responsible for routing and storing the data. The user can graphically add the
Transmit plug-ins into a Workform design by selecting from the list on the left pane of the Workform Transmit plug-ins into a Workform design by selecting from the list on the left pane of the Workform Manager window. A maximum of three Transmit plug-ins can be assigned to each Workform.Manager window. A maximum of three Transmit plug-ins can be assigned to each Workform.
Each process can include multiple plug-ins. Some plug-ins are installed by default when Each process can include multiple plug-ins. Some plug-ins are installed by default when SmarThru Workfow server is installed. The user can create his own Workforms for the SmarThru Workfow server is installed. The user can create his own Workforms for the device on the network from the client’s computer and accesses to SmarThru Workflow device on the network from the client’s computer and accesses to SmarThru Workflow Service with ID and password from the device side and the device retrieves the Service with ID and password from the device side and the device retrieves the Workforms list. The user chooses one of them and executes the job. The job is Workforms list. The user chooses one of them and executes the job. The job is processed according to the contents of the Workform.processed according to the contents of the Workform.
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Workform Library
Workform LibraryWorkform Library Workform Library page displays a list of devices managed on SmarThru Workflow
server as a grid
Displays devices list
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Workform Library
Displays brief device information
Displays brief Workform information
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Workform Library
Workforms are classified into two types: Public and Private. Public Workforms are created only by the administrator and Private Workforms are created by the general users.
Public Workform The administrator creates the Public Workform.
General users can utilize it but can not modify the parameter values.
General users is allowed to copy the Public Workforms to other devices.
Private WorkformThe user can create, modify, copy and delete his/her own Private Workforms.
Generic Workform Generic Workform is available only in generic device.
Generic Workform can be used in any device.
Optional value will be promote or demoted automatically according to device capability.
Device Workform Administrators and users can create device workforms
Administrators and users can modify or delete their own device workforms.
Administrators and users can use device workforms at the specific MFP.
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Workform ManagerWorkform Manager Workform Manager page enables the user to manage Workform graphically. The Workform can be
created by integrating plug-ins installed in the SmarThru Workflow server.
Workform Manager
Can create Workform graphically by clicking plug-ins of left pane
Displays Workforms list created
Plug-ins list
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Workform ManagerMaking WorkformMaking Workform
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Workform Manager
Making Workform with Meta Data
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Workform Manager page enables the user to manage Workform graphically. The Workform can be created by integrating plug-ins installed in the SmarThru Workflow server. The plug-ins installed are :
Input ScanScan
FaxFax
Folder
FTP
Transform OCR
Transmit Email
FTP
Fax
Folder
Printer
MS SharePoint
Windows Fax
Database
WebDAV
Workform Manager
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Workform Manager
Multiple Inputs and Outputs More Input and Transmit plug-ins can be contained in the Workform
Transmit plug-ins can be duplicated
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Job History
Job HistoryJob History Job History page enables the user to analyze the results of every job. Every Job creates Job Tickets
during the execution of the Workform and those information are stored into the database of the SmarThru Workflow server for analysis.
Displays Job log (history)
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Job History
Displays Job log as chart
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Job History
JobJob History page enables the user to analyze the results of every job. Every Job creates Job Tickets during the execution of the Workform and those information are stored into the database of the SmarThru Workflow server for analysis.
Job History List On Job History List page, a table is displayed with columns as follows : the user can display
specific result of the list by selecting one of the devices and the users (only administrator) to filter the data.
Date Date
LoginID LoginID
Domain Domain
DeviceName DeviceName
IPAddress IPAddress
Workflow Workflow
FileName FileName
Result Result
When the user click one of the list, the detailed Workform properties and information are displayed on the pop-up window. If the user clicks the graph icon on the top right of the page, the graph page displays, The Job History table is switched to the graph image which is shown the statistical data as the analysis. The items displayed on the Job History Page may differ according to the users, administrator or general users.
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Settings
SettingsSettings Settings enables the administrator to configure SmarThru Workflow server settings. Settings includes
Authentication, User Management, Device Configuration and other configurations regarding mandatory and optional settings.
Brief explanation for Settings menu
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Settings
Items on Settings page are :
Admin Configuration
Device Configuration
Authentication
User Management
Workform Settings
3rd Party Registration
Maintenance
Setup Environment
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Settings – Admin Configuration
Admin ConfigurationAdmin Configuration Configure administrator information
Can input administrator’s information
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Settings – Device Configuration
Device ConfigurationDevice Configuration Add and configure Samsung multifunctional peripherals (“machines”)
Can add devices by searching network
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Settings – Device Configuration
Device ConfigurationDevice Configuration Hijack Device
If you want to get the control of the devices hijacked, click the hijack Device If you want to get the control of the devices hijacked, click the hijack Device
Devices controlled by other STWF
Devices are connected to other STWF server
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Settings - Authentication
AuthenticationAuthentication For security reasons, the administrator may turn on the authentication feature that requires the user to log
in in order to access to the system.
SmarThru Workflow supports three different authentication methods: Network (LDAP or Domain) Authentication, Workflow Authentication, and SyncThru Authentication.
Can choose authentication methods
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Settings – Account Management
Account Management In Account Management, the administrator can decide which account may access which multifunctional
peripherals (hereinafter “machines”) by putting the user name under the names of intended machines on Assign List In this process, the administrator may select multiple users to assign them to a machine.
Can map users with devices, then the users can create Workforms for assigned devices
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Settings – Account Management
Access Management Administrator can manage users by group, and access right by Workflow capability and assign user, Administrator can manage users by group, and access right by Workflow capability and assign user,
group to each device, then the users can create Workforms for assigned devicesgroup to each device, then the users can create Workforms for assigned devices
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Settings – Workform Settings
Workform Settings In Workform Settings, you can add and configure the SMTP, FTP and FAX servers, and add users to the
Address Book.
Can configure servers’ setting
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Settings – Third Party Registration
Third Party Registration In Third Party Registration , the user can register and un-register 3rd party applications dynamically.
Can register and un-register 3rd party applications
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Settings - Maintenance
Maintenance In Maintenance, you can set up policies for backup, job history retention, and a path for a temporary job
folder.
Back up database into file
Preserves job log(history) for some period
Designates data cache folder
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Settings – Setup Environment
Setup Environment In this final stage of setup, you can learn how to create, request and/or configure a certificate. Since
SmarThru Workflow runs on Secure HTTP(HTTPS), a valid certificate is required for access to the network.
Administrator should generate SSL certificate as final step
Administrator should enable SSL protocol so that the users can access SmarThru Workflow server with Web clients
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STWF DB file backup & Restore
1. STWF DB file Back up Login STWF as an Admin
Back up STWF DB
2. STWF DB Restore (After re-installation)
Stop the STWF Process
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STWF DB file backup & Restore
3. Change the name of backup file to “SWASDB.db”
4. Replace the original with the backup one
5. Run the STWF
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STWF & Firewall
Symptoms When trying to login STWF in the device and the device display “Connecting SmarThru
Workflow Server” message and finally can not access the STWF
Cause Firewall enabled
Resolution Add the STWF Process to the exception list on firewall
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STWF & 2003 Server
Symptoms After installation, when you create the workform, the setting window of a Plug-in is not
shown up
Cause Enhanced Internet Explorer security
Resolution Remove the Enhanced Internet Explorer component Start -> Control Panel -> Add or Remove Program -> Add/Remove Windows Component Uncheck the Enhanced Internet Explorer and Click the “Next” button
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Practices 1
Workform with Generic Device Host PC
Make a user account for accessing the SMB(Folder) Make SMB Folder such as “STWF_SMB” Share the folder and give the access right (Right of write is essential) Copy any three file to the folder such as(Sunny1, Sunny2, Sunny3)
STWF Login the STWF Select the Workform Manager Select the Generic Device(Logical Device) Make a Workform for Folder -> SMB
SMB Information
• Server Name: \\192.168.10.5\STWF_SMB
• Login ID: user1
• Password: 1111 Actual Practices
Make a text file with your name Make two Workforms
Folder->FTP(IP:192.168.10.5, ID/PW:user1/1111) Folder -> E-mail(SMTP:192.168.10.5, E-mail:[email protected])
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Practices 2
Private Worform(Scan to Multi-Destination) STWF
Login the STWF Select the Workform Manager Select the device Make a Workform for Scan To Email & SMB & FTP
SMTP Information(192.158.10.5)
• To: [email protected]
• From: your Single e-mail
• Subject: Scan to Mult-Dest
• Message:???
SMB Information• Server Name: \\192.168.10.5\STWF_SMB• Login ID: user1• Password: 1111• Domin:• Output Filename: yourname_SMB
Device Go to the Device Put your business Card or name tag on the flatbed Log in the STWF Select the Workform you made Execute
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Practices 3
Meta Data STWF
Login the STWF Select the Workform Manager Select the device Make a Workform for Scan To Email Add the Meta Data(Name, Date of Birth, Sex[Male, Female})
SMTP Information(192.158.10.5)
• To: [email protected]
• From: your Single e-mail
• Subject: Scan to Mult-Dest
• Message:???
When Setting Email, Select the [Title@MetaData] in SDT Save the Workform
Device Go to the Device Put your business Card or name tag on the flatbed Log in the STWF Select the Workform you made Execute
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Thank you
