Connection

When you first open Laserfiche Capture Engine, you will need to define a connection to the repository you want to retrieve entries from. You can do this in the ClosedConnection section of the Laserfiche Capture Engine dialog box.

  1. Select the Network Repository radio button.
  2. Next to Server, specify the server where the repository is located.
  3. Once a server has been specified, the repositories on that server will be listed in the Repository drop-down menu. Select or type in the name of the repository you want to connect to.
  4. To configure Quick Fields to use secure network communications when connecting to Laserfiche, select the Use TLS checkbox.

    Note: If you do not use the fully qualified domain name (i.e., servername.laserfiche.com) when entering the server name, you will not be able to authenticate using TLS. You will receive an Internal SSL error when attempting to validate the connection.

  5. Click Configure Authentication to specify the sign-in credentials the document class will use to connect to Laserfiche.
    • Select Windows authentication to log in using the Windows credentials associated with the user running the session.
    • Select Laserfiche authentication to enter credentials associated with a Laserfiche account.
    • Optionally, select the Laserfiche Directory Server tab to sign in using Laserfiche Directory Server.
      • Enter your Laserfiche Directory Server username and password.
      • Click Windows Authentication and sign in using your Windows account.
      • Sign in using SAML authentication.

        Note: Laserfiche Webtools Agent lets Quick Fields and Quick Fields Scanning connect to a Laserfiche repository with Laserfiche Directory Server authentication using a longer session so you will not have to enter credentials continuously to stay connected.

  6. Click Validate to validate the connection, then click OK.
  7. Click Apply.

  1. Select the Cloud Repository radio button.
  2. Click Configure Authentication.
  3. Enter your Laserfiche Cloud account ID and click Next. You can find the ID in Account Administration under the Plan tab (if you are signed in as an administrator) or in Repository Administration under Summary (if signed in as a user with appropriate access).
  4. If single sign-on (SSO) has been configured, you can sign in using your identify provider or enter your Laserfiche Cloud username and password and click OK.

    Note: Windows authentication cannot be used to connect to Laserfiche Cloud.

    Note: The Laserfiche Cloud session connection will only be connected for a certain amount time. After this time period, users will have to authenticate the session connection again.

  5. Click Apply.

If a connection has already been defined, you can click Change to modify it.

Note: Some actions require you to provide sign-in information again. For example, if an administrator changes the account password for the account used to connect to the repository, a ClosedLaserfiche Login dialog box will appear when trying to scan. This is because Laserfiche Capture Engine needs the new password to connect to the repository.