Cilantro IO: ActionStep & PaperCut MF — Setup Guide

Log into the PaperCut MF Server using your admin username and password.

From the menu on the left-hand side, select Options, click the Advanced tab and scroll to the Security section. In the Allowed XML Web Services callers textbox, enter the IP Address of the computer on which the Cilantro Server Component is to be installed. If the Server Component is to be installed on the PaperCut MF Application Server, simply enter the Local Machine Loopback IP Address 127.0.0.1. Once the IP Address has been entered, scroll to the bottom of the page and click Apply.

From the menu on the left-hand side, select Options and from the Actions menu select Config editor (advanced).

Set the PaperCut XML Web Services API Key. The key is like a password that authorises Cilantro to access the PaperCut MF Server and functions.

To add the API Key, scroll to the bottom of the page and in the name field enter auth.webservices.auth-token and in the value field enter a password of your choice.

Click the Add button to add the new PaperCut XML Web Services API Key.

From the menu on the left-hand side, select Options and scroll to Account Options. Ensure the checkbox "Make shared account PIN/code visible" is ticked.

From the menu on the left-hand side, select Reports and click the Schedule / Email Reports tab.

For Type select Shared account print/copy/scan/fax invoice - breakdown.

Scroll to Job Type and click the Select All button.

Scroll to Format and select CSV, change Delivery to To File, in the File name text box, enter transactions and tick the Append date-stamp to file name check box.

Finally click the Add button.

From the left-hand menu in PaperCut MF, click Devices, select the Scan Actions tab and click the Create New button to create a new Scan Action.

Enter the details for the Scan Action ensuring the Type is set to Folder. The Label may be of your choosing but Scan to ActionStep or Scan to Matter is suggested. The Path should be a specific folder on the PaperCut Server and may include substitution macros. Please make a note of the path as this will be required in the configuration of Cilantro IO. Additionally, the Include scanned metadata (as XML file) check box MUST be ticked.

Finish the action configuration with the client's scan preferences and click Save & configure access.

On the Access List, configure who may access the scan to ActionStep functionality as per the client's request.

On the PaperCut MF Server, download Cilantro IO from your regional server as per Cilantro IO application download and run the installation package.

Set the location on the PaperCut MF Server where Cilantro IO should be installed and click Next.

Enter the Program Group name in which links to Cilantro IO will be created under the start menu.

Click the Install button to install Cilantro IO.

Once Cilantro IO has been installed, launch the program by clicking the Finish button.

Cilantro IO will request the license file either previously provided or generated. Click the Browse button to select the license file and click Confirm.

Cilantro IO will configure some default settings based on the selected license and display four tasks. Please wait for the tasks to be displayed before continuing.

On the application menu, click Edit and choose PaperCut Settings. Enter the PaperCut MF Server connection information and the auth.webservices.auth-token value from PaperCut MF in the PaperCut API Key field. Once the information has been entered, click the Save button.

From the main application window, click the PaperCut Account Import from LEAP/ActionStep task.

The Action Wizard is displayed providing a description of the Wizard and its purpose. Click the Next button.

The Action Type dialog is displayed showing the type for the Action. This has been pre-configured to import accounts to PaperCut MF. Ensure the Action Type is PaperCut Account Import and click Next.

In the Action Data Source dialog, ensure LEAP / ActionStep / MYOB is selected for the data source and then select the Cilantro Server Address for your regional instance of Cilantro.

Enter the Client ID and Client Secret for the client as per those provided from the action in section "Source the Client information" and click Next.

Ensure that you tick 'Do not create an account for clients' and click Next.

Note: due to ActionStep's data structure, it is not possible to create Shared Accounts within PaperCut MF with the typical Client/Matter hierarchy.

On the Action Schedule dialog, tick the This action should be repeated on the below schedule check box. This ensures the account import recurs with the specified frequency and that new Matters are regularly imported into PaperCut MF.

Enter a start date from which the Action is to repeat, a start time for the Action and an import frequency. A frequency of 1 hour is suggested.

Once the appropriate values have been entered, click Next.

On the Action Name dialog, you may rename the Action to something more descriptive if desired and finally click Save.

Edit the conversion profile to force the date of the transaction to appear in ActionStep as the previous day. Click on Edit, and select the PaperCut Shared Account Transactions File.

Click Next 3 times until you get to the Destination Mapping screen, and click on Add Column, name it Date, and insert the value {yesterday: MM/dd/yyyy} as shown.

Click Next, and then save.

From the main application window, click the PaperCut Transaction Export to LEAP/ActionStep task.

The Action Wizard is displayed providing a description of the Wizard and its purpose. Click the Next button.

The Action Type dialog is displayed showing the type for the Action. This has been pre-configured to export transactions from PaperCut MF. Ensure the Action Type is Data / Transaction Export and click Next.

In the Action Data Source dialog ensure Files is selected for the data source, PaperCut Shared Account Transactions File is selected for the conversion profile and the correct location is selected for the scheduled reports exported from PaperCut MF. Additionally, the Delete the source files after the action has run check box should be ticked. This ensures transactions are not duplicated in ActionStep by reprocessing the same scheduled report files the next time the Action runs.

In the Action Data Source dialog, ensure LEAP / ActionStep / MYOB is selected for the data source and then select the Cilantro Server Address for your regional instance of Cilantro.
Enter the Client ID and Client Secret for the client as per those provided from the action in section "Source the Client information". The file mappings other than 'Transaction Date' are pre-configured and should not be changed. Select 'Date' from the dropdown to reference the previously made change to the conversion profile!

On the Action Schedule dialog, tick the This action should be repeated on the below schedule check box. This ensures the transaction export recurs with the specified frequency and that transactions are daily exported to ActionStep.
Enter a start date from which the Action is to repeat, a start time for the Action and an export frequency.

As transactions are exported daily from PaperCut MF at 01:00, the start time for the task should be between 02:00 - 05:00, to allow PaperCut MF to finish the export and for transactions to be uploaded in readiness for the new working day. We ask that you vary the time for this action across multiple customers in an attempt to reduce the number of simultaneous calls to our API.

The repeat frequency should be 1 day.

Once the appropriate values have been entered, click Next.

On the Action Name dialog, you may rename the Action to something more descriptive if desired and finally click Save.

On the main application window, click the File menu, select New and choose Action.

The Action Wizard is displayed providing a description of the Wizard and its purpose. Click the Next button.

In the Action Type dialog, select Scanned Document Export and click the Next button.

In the Document Export dialog, enter the path where scanned documents are placed by PaperCut MF.

If the path configured in PaperCut MF contains a substitution macro, enter the parent folder location without the substitution macro. As an example, if the path configured in PaperCut MF is C:\ScannedDocuments\%user%, the path entered in Cilantro IO should be C:\Scanned Documents.
Select ActionStep as the document destination, enter https://cilantro.taco-tech.com as the Cilantro IO Server and the client's unique ID and secret as per those provided from the action in section "Source the Client information".

On the Action Schedule dialog, tick the This action should be repeated on the below schedule check box. This ensures the document export recurs with the specified frequency and that new documents are regularly exported to appropriate Matters in ActionStep.

Enter a start date from which the Action is to repeat, a start time for the Action and an import frequency. A frequency of 5 minutes is suggested.

Once the appropriate values have been entered, click Next.

On the Action Name dialog, enter a descriptive name for the Action and finally click Save.

From the main application window, click on the Delete scanned documents from the folder action.

The Action Wizard is displayed providing a description of the Wizard and its purpose. Click the Next button.

The Action Type dialog is displayed showing the type for the Action. This has been pre-configured to export transactions from PaperCut MF. Ensure the Action Type is Delete Scanned Documents and click Next.

In the Document Deletion dialogue, browse to the folder that contains the .PDF and .XML files created by PaperCut MF.
Cilantro IO processes documents using extensions to the name of the .XML files:

• .WIP = File actively being processed by Cilantro IO
• .DONE = File processing complete and uploaded to the Destination
• .ERROR = There was an issue with this specific file

Likely causes for an error are:

• User selected 'Personal Account' instead of a Shared Account
• A User modified the filename at the time of scanning, PaperCut MF imposes a DateTime stamp to ensure filenames are unique

  

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In the Action Schedule dialogue, configure the frequency that Cilantro IO will check for files that need to be deleted. A retention period must also be set for the files, the minimum is 1 Day. Files with .ERROR or .WIP will be retained, only .DONE will be deleted.

In the Save Action dialogue, select Save.