Send to Email form

Use an Email form when you need to send the document to an email destination.

An Email form is commonly used in conjunction with the Send to SMTP and Send to Exchange Route components.

Add forms on the Groups tab of the Xerox EPI Connect configuration dialog box. To add a Send to Email form, click any group or menu, then click Add Form > Send to Email Form on the menu bar to open the Send to Email Form Settings dialog box. In this dialog box, configure settings on the General, Fields, Components, and Send to Email Fields tabs.

Send to Email Fields Tab

This topic describes options on the Send to Email Fields tab. Refer to the Basic Form Options to configure settings on the General, Fields, and Components tabs.

Option Description
Do not show a From field. Use the device logged in user's email address Select this check box to use the email address for the user that is logged into the device as the value for the "From" field.
Show a CC field Select this check box to show the "CC" field in which the user can specify a secondary list of people that will receive the message.
Show a BCC field Select this check box to show the "BCC" field in which the user can specify people that will receive the message secretly.
Global Address List Select this check box to allow the user to search the Global Address List for addresses that can be added to the To, CC and BCC fields. In the Display as box, type the display value for this search option. Note that the Global Address List that will be searched will be decided based on following criteria:
  • If Windows Authentication is used, then the search will be performed on the Global Address List associated to the device logged on user.
  • If Custom Authentication is used and the authentication code populates the Username and Domain fields, then the search will be performed on the Global Address List associated to the device logged on user.
  • If there is no logged on user then the search will be performed on the Global Address List associated to the service account for the service.
Regardless of which Global Address List is used, the service account for the AutoStore service must have enough permissions to perform this search.
Exchange Contacts Select this check box check box to allow users to search their Microsoft Exchange contacts folder for addresses that can be added to the To, CC and BCC fields. In the Display as box, type the display value for this search option.
  • Enter the full address of the Exchange Server (IP address or host name). If the address is unknown, contact your system administrator.
  • If a secure socket layer (SSL) connection should be used to connect to the Exchange Server, select the Use SSL check box. Note that when Use SSL is checked, if an icon appears on the device panel it will be the default Xerox icon and not the AutoStore icon. To have the selected AutoStore icon displayed on the device panel, the default SSL port number should be changed to 443.
LDAP Server Select this check box to allow the users to search an LDAP Server for addresses that can be added to the To, CC and BCC fields.
  • Display as — Type the display value for this search option.
  • LDAP Server — Type the address or host name of the LDAP server.
  • Search Root DN — Type the distinguished name for the node where the search should start. For example: DC=Sales, DC=MyCompany, DC=com. If this field is left empty then the starting point of the search will be the root of the directory tree.
  • Email Address field — Type the name of the LDAP attribute that represents the email address.
  • Name Field — Type the name of the LDAP attribute that represents the name of the user.
  • Login as Anonymous — Select this check box to establish an anonymous connection to the LDAP server.
  • Login with following credentials — Select this check box to log on to the LDAP server with the specified User name and Password. Note that if the LDAP server is an Active Directory server, then NTLM authentication will be used.

To test the LDAP search settings, click the Test LDAP button. In the LDAP Search Test window enter a search term in the Search Criteria box, click Find Contacts. If the settings are correct and there are users that match the search criteria, you should see the appropriate results (a maximum of 25), otherwise an error will be returned

Maximum number of contacts to return Specify the maximum number of contacts that the search will return.

Search root patterns

Authentication/Use Case Search Root Patterns Result
Windows/Used when AutoStore server belongs to the Active Directory domain. Empty

Username and Password are left empty.

Credentials of the user under which AutoStore server is running are used. Search through all containers in Active Directory to which AutoStore Server belongs.
Windows/Used when AutoStore server belongs to the Active Directory domain.
LDAP://distinguished_name_of_container
                        

Example: LDAP://OU=Dept,DC=md,DC=nsi,DC=com

Username and Password are left empty.

Credentials of the user under which AutoStore server is running are used. Search within a specified container and its child container
Simple,SSL or Anonymous/Used when either AutoStore server is not a part of the domain or it is necessary to conduct search on non-active directory server.
LDAP://server_name:port
                        

Example: LDAP://abcweb.md.nsius.com:389

Username and Password are required when Simple/SSL type is used

Search through the entire LDAP tree on the specified server.
Simple,SSL or Anonymous/Used when either AutoStore server is not a part of the domain or it is necessary to conduct search on non-active directory server.
LDAP://server_name:port/distinguished_name_of_container
                        

Example: LDAP://abcweb.md.nsius.com:389/OU=Dept,DC=md,DC=nsius,DC=com

Search within a specified container and child container on the specified server.

Possible LDAP Ports:

  • Standard LDAP: 389
  • Active Directory Global Catalog: 3268
  • LDAP over SSL: 636
  • Active Directory Global Catalog over SSL: 3269