Docbox File Agent Configuration

Once the Docbox File Agent (DFA) has been installed, it needs to be configured.

There are multiple steps

  1. Create and add Docbox Token
  2. Create a Destination
  3. Create a Source

You can now send output to Docbox using DFA

Docbox Token

A token is used to allow DFA to access Docbox printers. This token is created by a Docbox user via the Docbox Dashboard. DFA will then be able to use all the printers that the user has access to .

  1. Log into the Docbox Dashboard application (not the Docbox print driver), and navigate to the User Tokens screen (My Docbox > User Tokens).
  2. Click “Add New User Token”, enter a suitable token name, and click Generate Token.
  3. Copy the token text.
  4. Log into the File Agent as an admin user, and navigate to the Docbox Tokens screen. (Control Panel > Tokens).
  5. Click New Token
    • enter a token name
    • the path to the Docbox installation e.g. “https://your.docbox.com/api/v1”
    • paste the token text
    • Click Save

DFA will now be able to use all the printers that the user who created the token initially has access to.

You can check this by

  1. Select Control Panel from DFA dashboard
  2. Select Tokens. The tokens window will open.
  3. Select the token you wish to query by clicking on it
  4. The token details window will open which will show all the printers available via that token.
    • You can delete a token which you no longer need from the token details screen.

Destination

The destination is where DFA is going to send the output. This is a Docbox printer.

  1. Within File Agent, navigate to the Destinations screen. (Control Panel > Destinations)
  2. Click New Destination
  • Add a label to identify the destination
  • Select Docbox as Destination Type
  • Select the printer from the dropdown list
  • Click Save

Source

Sources in DFA are where the output or jobs are dropped so that DFA can then send them to the destination. These are typically local folders.

  1. Within File Agent, navigate to the Sources window. (Control Panel > Sources)
  2. Click New Source
    • Enter a source label to identify the source
    • Set the source type to Local Folder
    • Enter an absolute path to the folder to be monitored for files to send to Docbox. 
    • Set the destination to the one created in Destination above
    • Choose a sent action
      • Archive – keeps copies of sent files in archive folder within source folder (source folder\Archive)
      • Delete – deletes the files once sent
    • Set the failure threshold – once this is reached the pipeline will be stalled and no further prints will be processed until investigated / restarted 
      • Failures will be located in source folder\Failed
    • Set the poll interval (minimum 15 seconds)
    • Archive failures – enable this to archive any failed files
      • Archives will be located in source folder\Archive
    • Reject duplicates – enable this to reject any files which contain duplicate content of previously sent files. 
    • Click the Active? checkbox to enable the source folder
    • Click Save.


Docbox File Agent is now configured and output deposited in the source folders will be sent to the destination printer in Docbox for processing.