Add a ControlSuite source

Complete the following steps to add a ControlSuite source to receive documents from Equitrac, AutoStore, or Business Connect. Documents received by this source 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 ControlSuite.
3. Next to Add new devices enter the number of sources you want to create.
4. Click OK.
5. Configure the general settings.
   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.
      For more information, see General tab (Source Bulk Configuration).
   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. Make sure the proper URL shows in the read-only field. If it does not, do the following:

   • Make sure there is a certificate for the Output manager Input Service in Configuration Assistant > Certificate Management.

   • Make sure the Input Service is enrolled in Configuration Assistant > CS Enrollment.

   • When the configuration is updated, click the Refresh button to verify that the configuration is correct.

7. Configure the document properties that will be applied to all documents received by the source.
   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. This can only be configured during single source configuration.

   For more information, see Document properties tab (Source Configuration) and Document Properties tab (Source Bulk Configuration).
8. Configure the following configuration settings.
   1. Determine if you want all documents received by this source to be in the Hold state as they enter the Output Manager Console.
   2. Determine if you want to disable business rule processing for all documents received by this source as they enter the Output Manager Console.
   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
      Document analysis	Select the type of page counting method you want to use: ControlSuite Analysis Engine, Legacy Analysis Engine, or PDF Quick Page Counting. Depending on which method you select, one or more of the following properties are also selected.
      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.
      Detect copies	Looks for more than one copy of the document.

   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, use advanced costing.
      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 (...).
9. Configure the following output settings.
   For more details, see Output settings tab (Source Configuration) and Output Settings tab (Source Bulk Configuration).
   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 Utility. 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 (...).
10. Click OK.