Scan-to-SMB (Folder)

Connect to the device hosting the Scan folder

 * 1) As always it's a good idea to have permission and let the customer know when you will be connecting/disconnecting
 * 2) Since we need to be 100% sure that the Sharing and Authentication settings are programmed correctly, it must be the computer hosting the Scan folder regardless of how many, where, or how they are accessing the folder

Create a Scan user – we do this to bypass domain authentication

 * 1)  See [Creating a User] for instructions - You will need to make this account an Administrator Level account
 * 2)  If you’re doing this from a server, you will need to [Create a Domain User]
 * 3)   The password for this account should be Scan

Create the Scan folder

 * 1) Start Menu, Computer (Could also be My Computer or the name of the Computer)
 * 2) Double Click the C drive (C :), then Right click, hover over New, select Folder
 * 3) Call the folder Scan; unless the customer specifically requests something else

Share the Scan folder

 * 1) Right click on the Scan folder, then click Properties
 * 2) Click the Sharing Tab
 * 3) Click the ‘Advanced Sharing…’ button
 * 4) Select the ‘Share this Folder’ box
 * 5) Settings
 * 6) These should populate automatically, but the only information we need to supply here is the Share name; that will be Scan unless the customer has requested something else
 * 7) Take note of the number of simultaneous users – If this is a large company you may want to change this number, but the default is generally large enough to accommodate

Set the Permissions

 * 1) Click the ‘Permissions’ button
 * 2) Check the 'Groups or usernames:' field for the 'Everyone' entry, if it’s here skip to Step 5.6
 * 3) Click the ‘Add..’ button
 * 4) Type in ‘Everyone’ into the ‘Enter the object names to select’ field
 * 5) Click the ‘Check Names’ button, this will change it to ‘Everyone’
 * 6) Click the ‘OK’ button
 * 7) Verify that the ‘Everyone’ group has Full Control
 * 8) In the ‘Permissions for Everyone’ field (below the Group or usernames: field) select the box under ‘Allow’
 * 9) Click the ‘Apply’ button, Click the ‘OK’ button
 * 10) Click the ‘Apply’ button, Click the ‘OK’ button
 * 11) Click the ‘Apply’ button, Click the ‘Close’ button

Create the Button

 * 1) Browse to Copier IP
 * 2) [Get Copier IP ]
 * 3) Open up Internet Browser (Internet Explorer, Mozilla Firefox, Google Chrome, Safari, Opera)
 * 4) Type/Paste the IP Address into the address bar, press Enter
 * 5) Open the Address book
 * 6) Either mouse over the icons to see the tool-tip, or look for the orange mailbox icon
 * 7) Click the ‘New Registration’ button
 * 8) Select the ‘SMB’ option, then click the ‘OK’ button

Set the Settings

 * 1) Name: The name of the person who needs to use the button
 * 2) Select the 3 letter combination for that name from the Index drop down menu
 * 3) Select the ‘Main’ box – Do this if the customer needs to see this from the main screen
 * 4) Host Address:
 * 5) Laptop – Host name
 * 6) Non Domain Desktop – Host name
 * 7) Domain Desktop – Set static IP
 * 8) Servers, NAS’s – Static IP; if there isn't one speak with their IT
 * 9) File Path: Scan
 * 10) It’s this because we created the Scan folder on the C:
 * 11) If the folder was in another location, we can find that in the folder properties next to the ‘Location’ entry
 * 12) User ID & Password: The user name and password of the account the Scan folder is being hosted on
 * 13) Click the ‘OK’ button

Test!

 * 1) As always it is a good idea to test your process!
 * 2) Simply have the customer use the button!
 * 3) If it works, great! Move on to the next task or clean up and take off!
 * 4) If not, see [Troubleshooting Scan-To Buttons]