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Network Scanner Locations

Updated over a month ago

Network Scanner Locations (NSL) are directories, usually on the Coins ERP+ Server, where document files or pages are stored before being imported into Coins ERP+ DM. The files are placed in the NSL in one of several ways including:

  • COINS Document Uploader – synced from a user’s local disk or network file system

  • A Shared Folder or “My Files” with same path as the NSL

  • FTP from a scanner or copier

  • Stored via Samba and VPN connection directly on the Coins ERP+ Server

OneDrive folders accessible from a SharePoint site can also be used as Network Scanner Locations. Unlike the above process, the documents or pages do not exist on the COINS server until they are imported into COINS DM using Import Scanned Images or the “Import” action from the Network Scanner Location Workbench.

Storing the files externally in a OneDrive folder means that the user, copier or scanner does not need direct access to the Coins ERP+ Server file system. The user must be logged into COINS through Microsoft Azure Active Directory, and must have the AAD Permissions for OneDrive integration “Granted” under System > System Setup > AAD Permissions (see AAD Code Grant).

For files in OneDrive, Network Scanner Location Workbench only shows a thumbnail of the first page of each file.

To set up a Network Scanner Location

The option to use OneDrive is only available if you are logged in via Microsoft AAD and have AAD permissions granted.

  1. Go to Document Management > Setup > Configuration > Network Scanner Locations.

  2. Click Add (Add Button) to add a new location.

  3. Enter a name to identify the location.

  4. Enter the Server Path to the location of the directory on the Coins ERP+ server that will hold the files that are to be uploaded to Document Management.

    • The directory must be under the $BASE directory.

    • Each Network Scanner Location must refer to a unique directory, unless you are setting up a OneDrive folder.

  5. Select the Source.

  6. If you are using Coins ERP+ Document Uploader or OneDrive, enter the Local Path:

    • For Coins ERP+ Document Uploader, this is the path to the folder on the local computer where documents will be placed.

    • For OneDrive, this is the name or path of the folder within the base folder on SharePoint where documents will be placed before being imported. If the folder doesn’t exist, it will be created.

      You also need to enter the following:

      1. SharePoint URL. The SharePoint site that contains the OneDrive drive.

      2. Document Library. Select one of the drives that are available on the site.

      3. Base Folder for NSL. Select an existing folder in the Document Library drive. This folder will contain the folders that correspond to the network scanner location. Coins ERP+ creates the Local Path folder under this, if it does not exist.

  7. Click Save (Save Icon).

    For a OneDrive NSL, Coins ERP+ checks that OneDrive is accessible from Coins ERP+ for the current logged in user and that the Base NSL folder specified on the location record exists and is accessible.

  8. For OneDrive only, repeat the above steps to set up a second location that uses the same server path, but has Source set to Server.

    This is because at the beginning of the import process, the files are copied into the specified server location and deleted from the remote location specified in the Local Path column. If the import fails for any reason, the files can still be processed from the secondary location.

To restrict which users have access to a Network Scanner Location

Use Document Management > Setup > Scanner Location Security.

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