Receiving Documents from a FTP Connection

Complete this procedure to create FTP sources. Documents received by the specified FTP server will be routed to Output Manager.

  1. In the Sources tree, right-click the source group (folder) where you want to add sources and click New Source.
    This opens the Add Source dialog box.
  2. In the Type list, select FTP.
  3. Next to Add new devices enter the number of sources you want to create.
    You can create a single FTP source or create multiple FTP sources and configure them simultaneously.
  4. Click OK.
  5. Configure the general settings.
    For multiple source configuration, this is configured on the General tab.
    1. Enter the source Name.
    2. In the Server list, click the Output Manager server where the Output Manager Input Service is located for this source.
      The source does not have to be on the same server as the Output Manager Input Service.
    3. Enter any Comments or Location information for the source.
    4. Optional: To change the large source image that displays when configuring a single source, you can click Select Image and choose the appropriate image file (BMP, JPEG, or PNG).
      The selected image will be compressed and scaled to 96x96 pixels. Changing this image will not change the smaller image that displays or the image that displays in the source tree. To change the image back to the default, click Reset Image.
  6. Configure the FTP settings.
    Configuration Method
    Single source configuration Use the FTP settings tab.
    Multiple source configuration Use the FTP settings (Bulk Configuration) tab.
    1. Enter a valid FTP server.
      This can be a FTP address or IP address.
    2. Enter the Port number on which the FTP host uses to communicate with clients.
      The port number must be from 1 through 65536. The default value is 21.
    3. Choose if you want to Use passive mode.
      This determines if the host mode will be passive or active. Selecting the check box selects passive mode. Passive mode is where the client creates a session to receive data. Clearing the check box selects active mode. Active mode is where the host creates a separate or new session to transfer data in response to a request from the client.
    4. Enter the User name that will be used when logging onto the host.
      If the host does not require a user name, you can leave this blank.
    5. Enter the Password that will be used when logging onto the host.
      If the host does not require a password, you can leave this blank.
    6. Enter the FTP folder.
      This is the location on the host from where the files will be retrieved when receiving files. You must type the entire path of the folder or the path relative to the FTP user's home directory. For example, if your home directory is \FTP\UserName, you can specify either \FTP\UserName\MySourceFiles or \MySourceFiles.
    7. Choose if you want to Scan subfolders of the specified FTP folder.
    8. Choose if you want to Remove subfolders.
      This will delete the subfolders within the FTP folder after the files have been transferred into Output Manager.
    9. Specify the time Interval for checking the host for documents.
      The default value is 60.
    10. Specify the Temp folder location where files are transferred into during the FTP session.
      When a session is complete, the files are put in the file store.
  7. Configure filters depending on the source configuration.
    Configuration Method
    Single source configuration

    Use the Filters tab. The filter column lists the filter criteria.

    You can modify the filter values by typing directly in the Regular Express Value column. Wild card values of ? or * are accepted as long as the expression's first character is a numeric or alphabetic character. This filter will be applied to each document received by the selected source. Click Regular Expression Tester to verify the expression syntax is valid.

    Multiple source configuration Use the Filters (Bulk Configuration) tab. Sources are configured in grid format on each tab page. The sources you choose to create are displayed as rows in the grids. The configuration options are listed as the column headings.
  8. Configure the document properties that will be applied to all documents received by the source.
    Configuration Method
    Single source configuration Use the Document properties tab.
    Multiple source configuration Use the Document properties (Bulk Configuration) tab.
    Determine if you want to use advanced document properties. Advanced document properties facilitate the setting of document properties from multiple sources. This is a complex feature that only advanced users and professional service engineers should configure.
    To Do this
    Use advanced document properties Select Use advanced document properties. This enables the advanced document properties profile list. Select the default profile or an existing profile. To configure document profiles, see the Configuring document property profiles topic.
    Not use advanced document properties If you do not want to use advanced document properties, leave the check box disabled and configure the following:
    • Select the Document owner. This user will be the owner of all documents received using this source. Click the browse button (...) to select a user.
    • Configure the document properties by entering property values directly in the grid. All of the available property values are listed and grouped into categories. Expand the appropriate category by clicking the arrow next to the category name. The first node level in the category determines the print preferences for the properties it contains. On the print preference node, click in the Mode column and configure how the property should be applied when a document is sent to a destination. Select Always Apply to always apply the specified property value. Select Informational Only to use the value for informational purposes only. In the Value column, click in the grid cell to specify the document property value.
    Important: This can only be configured during single source configuration.
  9. Configure the following configuration settings.
    Configuration Method
    Single source configuration Use the More settings tab.
    Multiple source configuration Use the More settings (Bulk Configuration) tab.
    1. Determine if you want all documents received by this source to be in the Hold state as they enter the Output Manager Console.
      This option is disabled by default.
    2. Determine if you want to disable business rule processing for all documents received by this source as they enter the Output Manager Console.
      This option is disabled by default.
    3. Use the following options to determine if you want to analyze documents as they are received by a source and enter the Output Manager Console.
      Selecting these options may cause performance degradation. These options are disabled by default.
      Option Description
      Use quick page counting for PDF documents Enables optimized page counting for PDF jobs. When this option is enabled, the Count pages, Detect color, Detect data type, Detect duplex, and Detect trays options are disabled.
      Count pages Performs a page count on all documents received by this source.
      Detect data type Detects the data type on all documents received by this source. The data type will display in the Documents grid Data Type column.
      Detect trays Determines the document paper tray that will print the document. This will display in the Documents grid Input Bin or Output Bin column. You can configure the Output Bin column to display by using the Administration Configure Document Properties Utility.
      Detect color Detects if the documents received by this source contain color. The Documents grid Color column displays True or False depending if color is detected.
      Detect duplex Detects if the documents received by this source are configured for duplex printing (that is, printing on both sides of the paper). The Documents grid Duplex column displays how the document will print, One Sided, Two Sided Short Edge, or Two Sided Long Edge.
    4. Select the file store that will be used for all documents received by this source as they enter the Output Manager Console.
      The default file store is selected by default. Administrators define file stores and select the default in the Set General Preferences Utility. If the default file store is changed in the Set General Preferences Utility, all sources using the default will be automatically updated.
    5. Assign a document folder for all documents received by this source as they enter the Output Manager Console. The default document folder is Un-Filed Documents.
    6. To create profiles and enter costs associated with printing, select the Advanced Costing Profiles check box.
      If you do not select this option, you can specify only the cost per page for printing.
    7. Determine if you want to send a notification when a document arrives, prints successfully, prints on failover destination, or is in error state.
      The notification can be sent as an email message or pop-up. You can select an existing profile in the list or create one from the Notification Profile dialog box.
      • To create a profile during single source configuration, click New.
      • To create during multiple source configuration, click the browse button (...).
  10. Configure the following output settings.
    Configuration Method
    Single source configuration Use the Output settings tab.
    Multiple source configuration Use the Output settings (Bulk Configuration) tab.
    1. Use the Schedule output option to specify the date and time all documents received by this source will print.
      You can choose to print the documents today, on a specific day, or in the future. You can also choose to print as soon as possible, at a specific time, or in the future.
    2. Use the Route to destination option to specify a destination where all documents received by this source can be routed.
      Click the browse button (...) to select one or more destinations in the tree. Use the Shift and Ctrl keys to select multiple destinations. Destination groups cannot be selected. This option is set to Unrouted by default.
    3. To override the default retain settings for all documents received by this source select the Override default retain settings check box and configure the retain options as necessary.
    4. Select the appropriate output process.
      Output processes can be created to impact documents as they are being sent to a destination. The processes contain a set of actions which could be used for search and replace, setting finishing options, editing PJL commands, inserting overlays, and so on. You can select an existing process in the list or create one using the Process Designer. To create a process during single source configuration, click New. To create during multiple source configuration, click the browse button (...).
    5. Select the appropriate failover profile.
      Failover profiles specify what should happen to documents when they are sent to inaccessible destinations (they are not able to receive documents). You can select an existing profile in the list or create one from the Failover Profile dialog box. To create a profile during single source configuration, click New. To create during multiple source configuration, click the browse button (...).
  11. Click OK.