Equitrac 5.7 : How to setup scanning to Office 365
Question:
How should Equitrac 5.6/7 be configured to scan and email reports to Office 365?
Answer:
There are three method of scanning to Office 365
They are covered in the article below
Method 1 : Smtp Auth
This is the most common methods of configuration the following settings will enable you to send email from your device or application.
Equitrac Smtp settings are:
Mail server: smtp.office365.com
Port : Port 587 (recommended) or port 25
TLS : Enabled
Sender : The account that logs into Office 365
Basic Authentication : Yes
Username : email address
Password : The accounts Office 365 password
In Scan to Me and Scan Workflows, You must configure the "From:" to be the System Email.
Note: TLS and encryption
Recent Microsoft changes mean that this method requires connection using TLS 1.2.
The components used by Equitrac SPE/CAS and Reports Manager are compiled using the Microsoft .NET Framework v4.0. The Microsoft .NET Framework v4.0 has implemented TLS v1.2, however it’s not the default encryption (as it is in v 4.7 and higher).
Resolution: Change the following registry keys to force Microsoft .Net Framework v4.0 to use TLS v1.2 as default encryption.
[HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\.NETFramework\v4.0.30319]
"SchUseStrongCrypto" = dword:00000001
"SystemDefaultTlsVersions" = dword:0000001
[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Microsoft\.NETFramework\v4.0.30319]
"SchUseStrongCrypto" = dword:00000001
"SystemDefaultTlsVersions" = dword:0000001
Also, please make sure the server is enabled to talk TLS 1.2 using the following regkeys (if not present use IISCrypto to enable:
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.2\Client
"DisabledByDefault"=dword:00000000
"Enabled"=dword:ffffffff
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\SecurityProviders\SCHANNEL\Protocols\TLS 1.2\Server
"DisabledByDefault"=dword:00000000
"Enabled"=dword:ffffffff
A reboot will be required to enable the changes
Depending on your requirements, Kofax recommends the use of direct send (Option 2) or Microsoft 365 or Office 365 SMTP relay (Option 3).
Method 2 : Direct Send
Ideal for when the customer only need to send messages to recipients in their own organization who have mailboxes in Microsoft 365 or Office 365; you cannot send email to people outside of your organization.
Equitrac Smtp settings are:
Mail server: Your MX endpoint, for example, contoso-com.mail.protection.outlook.com
Port : Port 25
TLS : Optional
Mail from: Any email address for one of the organization's Microsoft 365 or Office 365 accepted domains. This email address does not need to have a mailbox.
Basic Authentication : Not required
In Scan to Me and Scan Workflows, You can configure the "From:" to be the User's or the System Email.
Method 3: Configure a connector to send mail using Microsoft 365 or Office 365 SMTP relay
Ideal for when you can't use direct send (Option 2) because you must send email to external recipients and Smtp (option 1) is not possible.
Equitrac Smtp settings are:
Mail server: Your MX endpoint, for example, contoso-com.mail.protection.outlook.com
Port : Port 25
TLS : Enabled
Mail from: Any email address for one of the organization's Microsoft 365 or Office 365 accepted domains. This email address does not need to have a mailbox.
Basic Authentication : Not required
In Scan to Me and Scan Workflows, You can configure the "From:" to be the User's or the System Email.
Note: All information on configuration is subject to changes in Office 365
Applies to:
Product | Version |
---|---|
Equitrac | 5.6 |
Equitrac | 5.7 |