Send to CMIS Settings

General

Repository Type

Select the repository type from the following:

• Documentum

• FileNet

• Opentext

URL

Specify the path to the CMIS destination folder.

Authentication Method

Specify the authentication method to be used.

The information specified here is used to access the CMIS server for saving the scanned document.

• Proxy User: The system uses the information specified in [User Name] and [Password] for authentication.
• Login User: The login information of the workflow is used for authentication.
• No Authentication: No authentication is performed.

User Name

Enter the user name to be used when logging in to the destination CMIS server.

The number of characters and character types that can be entered for [User Name] and [Password] vary depending on the specifications of the delivery destination server.

Password

Enter the password to be used when logging in to the destination CMIS server.

The number of characters and character types that can be entered for [User Name] and

Load Repositories

Select this to obtain the repository information from the CMIS server, and update the repository list.

Specify [URL], [User Name], and [Password] before loading the repository.

Repository

• Preset Repository: Select this check box to send the scanned documents to the fixed repository. Specify the destination repository when selecting the check box.
• Repository: Specify the destination repository.
• Initial Folder: Specify the path to the initial folder. The path specified here becomes the root folder to be displayed on the operation screen of the device when the user is browsing for a destination. Specification example: test or test/subfolder test
• Destination Folder Path(s): Specify the path to the destination folder. The path specified here becomes the default folder to be displayed on the operation screen of the device when the user is browsing for a destination. To specify more than one path, separate each path by a comma (,).
• Click [Test] to check if the entered initial folder and destination folder path are correct. If the path is not valid, the message “Object not found” is displayed.

Document Settings

Document Type Filter

Click [Load] to import the document types to be displayed in the metadata entry screen on the operation screen of the device. Up to 14 properties can be displayed on the operation screen of the device. Distribution fails if there are 15 or more properties.

Default Document Type

Select the default document type to be displayed on the operation screen of the device.

Document Property Presets

This displays the list of document property presets.

Add, Edit, Delete

Use these to add a new Document Property, edit an existing Document Property, and delete a Document Property.

• Add: Adds a new metadata assignment. The [Add Property Settings] screen appears.
• Edit: Changes the setting of the selected metadata assignment. The [Edit Property Settings] screen appears.
• Delete: Deletes all assigned metadata settings.

Allow User Modification

Select this check box to allow users to modify the document property presets on the operation screen of the device.

Add Property Settings

Document Type

Select the document type to be used for the property from the document types obtained from the CMIS server.

Property Name

Select the metadata property according to the selected document type.

Property Value

Use one of the following methods to specify the property value:

• Select from Existing Metadata: From the basic metadata elements in RICOH Streamline NX, specify a metadata element to be used for the property value.
• Manual Entry: Enter a metadata element manually so that it is used as a property value. To specify more than one metadata element, separate each element by a comma (,).

Select the property and metadata element from the list that is displayed when selecting a property that allows multiple choices in [Property Name].

Other Settings

Access to Subfolder

Select the [Enable Subfolder Browsing] check box to allow the user to browse for a folder and select the folder as the destination.

Create a Subfolder

Select the [Enable Subfolder Delivery] check box to create a subfolder under the destination folder automatically.

When the check box is cleared, the scanned documents are directly distributed under the specified destination folder.

When you select the [Enable Subfolder Delivery] check box, specify the settings below.

Folder Naming Rules

Specify the subfolder name. A folder is created under the subfolder when you include a separator in the name. For example, enter "abc\xyz" to create the folder "abc" under the root folder, and folder "xyz" under that folder. The scanned documents are saved in "xyz".

Use one of the following methods to specify the name of the subfolder to be created:

• Select from Existing Metadata: From the basic metadata elements in RICOH Streamline NX, specify a metadata element to be used as the subfolder name.
• Manual Entry: Enter the subfolder name manually.

Add Suffix to Folder Name

A suffix is added to the subfolder name when another subfolder with the same name already exists. A suffix is a number between 1 and 99 that increases by 1. When the suffix exceeds 99, an error occurs and delivery fails.

If a folder with the same name already exists while [Add Suffix to Folder Name] is not selected, the scanned document is saved in the existing folder.

For details about the procedure to specify the folder name, refer toAutomatic File or Folder Naming

File Naming Rules

Specify the name of the file to be saved in the CMIS repository. Use either of the following methods to specify the file name:

• Select from Existing Metadata: From the basic metadata elements of RICOH Streamline NX, specify a metadata element to be used as the file name.

• Manual Entry: Enter the file name manually.

For details about the procedure to specify the file name, refer to Automatic File or Folder Naming.