File Monitor Configuration

To begin configuration after installing File Monitor, go to the Start Menu, All Programs, and click on  File Monitor (x00).

If you get the Windows User Account Control window, select Yes.

You will now see the File Monitor Icon in your system tray...

Right Click the icon and select "setup"

 LOCAL SETTINGS

• Upload as PDF Files – By default, the File Monitor converts files in the Scan folder as single page TIFFs. However, if you do not want to convert the format of your PDF files, you can override this setting by selecting the Upload as PDF Files check box. Because splitting applies only to multiple-page TIFF files, multiple-page PDF files are not split into individual files. Note: Redaction and overlays can be applied to single-page TIFFs only.

• Monitored Folder – The default monitored folder is C:\Treeno\Scan. This folder is created automatically when you save your File Monitor configuration. You can click the Browse button to select a different monitored folder; however, this folder must be located on the local computer where the File Monitor is installed. Shared network folders are not supported. If necessary, the local folder can be shared.

• Recovery Folder – When the File Monitor encounters a file that is corrupt or that contains an unrecognizable barcode, that file is sent to the Recovery folder. The default location of this folder is C:\Treeno\Recovery. You can select a different folder by clicking the Browse button. The unprocessed files are sent to the Treeno inbox of the user displayed in the Department Administrator field. This inbox should be checked regularly to ensure that all files are being processed successfully. The Recovery folder also contains three sub-folders: Archive, Inboxes, and Process.

SERVER INFORMATION

• Secured Connection – Select to indicate that you use an encrypted connection to your Treeno server (https://).

• Server Name – Enter the IP address or DNS name of your Treeno server.

DEPARTMENT INFORMATION

• Administrator – Enter your Treeno user name.

• Password – Enter your Treeno password.

• Press "Load" – A list of available departments will return to you if all of the above information is correct. Most users will only have one department to select here.

• LDAP – Select this check box if the department administrator uses an LDAP connection to log into the Treeno server. Check with your IT Administrator if you are unsure.

General TAB: Configure your Inbox folders and scanning options:

• Set Up Inbox Monitors – Select this check box if you want to create an Inbox folder for each user in the designated department. These folders are located under the Recovery folder that is created when you finish configuring the File Monitor. When you add files to a user’s Inbox folder, the File Monitor uploads them directly to the user’s Treeno inbox.

•  Drop Blank Pages – Select this option to prevent the File Monitor from uploading blank pages in a scanned document. Specify the minimum file size to upload. By default, the File Monitor will ignore all files 4K or smaller.

• Keep Barcode Page – Select to upload the Treeno barcode sheet that is scanned with your paper documents.

• Enable Split on Auto-Monitored Inboxes – Select this option to split your scanned multiplepage s Treeno inbox. Because splitting only applies to TIFFs, PDFs files are converted to TIFF format before they are split and uploaded. (The Set Up Inbox Monitors check box must be selected to enable splitting.)

Clear the Enable Split option if any of the following is true:

You do not want to split your multiple-page documents into individual files.

You want to retain the PDF format of your scanned files.

You want the option of dragging files of other formats (.doc, .xls, .jpg, etc.) to an Inbox folder.

Output Options TAB: configures color and resolution options for your scanned PDF files.

Note: The File Monitor automatically processes TIFF files using the resolution at which they are scanned.

•  Device: select BlackWhite if your scanning device processes documents as both color and black and white. Treeno File Monitor will upload the scanned PDFs in black and white format. Select Color to retain the color format of scanned documents when they are uploaded.

• Resolution: enter the horizontal and vertical dpi as which you want the File Monitor to process and upload PDFs. These dpi values may be different than the scanning resolution.

Note: Increasing the resolution results in a larger files size, especially with color PDFs.

Barcode Location TAB:

• Location: where the File Monitor should look for a barcode.

• Orientation: each direction the File Monitor should read the printed barcodes.

Advanced Settings TAB:

• Scanner Delay indicates how long (in seconds) the File Monitor should wait to upload a file that is placed in the monitored folder by a scanning device. This prevents the File Monitor from uploading the file before the scanning device has finished creating it.
• Process Interval Indicates how often (in seconds) the File Monitor should check the monitored folder for new files.

Extra Monitors – Click to open the Extra Barcode Monitors window where you can create additional target folders for Treeno File Monitor.

And finally, Click Save.