This checklist will help you install the required components for Scan Management and get you started.
| Task | References |
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Review the basic concepts as needed. |
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Install a scan server by installing the Print and Document Services role and the Distributed Scan Server role service. |
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Configure the scan server by specifying the service account, local temporary folder, SMTP mail server, server certificate, and user security permissions. |
Add Roles Wizard or Add Role Services Wizard, Adding Server Roles and Features ( |
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Add the scan server to manage it from the Scan Management snap-in. |
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Connect a suitable Web Services on Devices (WSD)–enabled scanner to your domain network. |
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Add the scanner to manage it from the Scan Management snap-in. |
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Create a scan process for users or groups. |
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At the scanner, scan a document and verify the results in Event Viewer. |
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Begin to the scan server, monitor scanners, and modify scan processes for users and groups. |
Managing Scan Servers, Managing Scan Processes, Managing Scanners |
Additional considerations
The service account is created with more permissions than are required to run scan processes. Write and List permissions are needed in order to run scan processes. The Read permission is needed to read scan processes stored in Active Directory Domain Services. You should consider removing unneeded permissions from the service account.
You should select a certificate issued by a certification authority (CA) that is trusted by clients connecting to the scan server. The subject name of the certificate must match the fully qualified domain name (FQDN) of the server.