Google Drive Connector

Use the Google Drive Connector node to distribute documents to Google Drive, a file storage and synchronization service created by Google. You can send documents to Google Drive via an automated workflow, or you can access Google Drive directly at the MFP panel.

Note: To use the Google Drive Connector, you must have a Google Drive account.

Configuring the Google Drive Connector

To open the node’s configuration window (shown above), add a Google Drive Connector distribution node to your workflow and double-click on it. You have the following options:

• Enabled - To enable this node in the current workflow, select the toggle until “Enabled” displays. The default setting is “Enabled”. If you disable the node:

  • The workflow will ignore the node.

  • The node will not check for logic or error conditions.

  Important! If you disable this node, and no other distribution nodes are enabled, it will not cause the workflow to fail validation, but no processed documents will output and they may be lost.

• Name - The name in this field appears below the node’s icon in the workflow. The node’s name defaults, but you can edit it. For example, you can specify a name that indicates the node’s function in the workflow.

• Description - Enter a description for this node that details its purpose in the workflow, and/or to distinguish it from other nodes in the workflow. If the description is long, you can hover the mouse over the field to read its entire contents.

  This field is optional and is for internal use. That is, it appears only in this window and not in the workflow.

Buttons

• Help - Accesses Online Help.
• Metadata - Accesses the Metadata Browser.
• Cancel - Exits the window without saving any changes.
• Save - Preserves your node configuration and exits the window.

Authorization

To use this node in a workflow, you must connect it to a Google Drive account. Once you connect to an account and save the node, the account will be available for selection the next time you access the node in the current workflow. To connect to a Google Drive account, do the following:

To connect to Google Drive, do the following:

1. Select Add Account. The Google Drive login window appears:

2. Enter the login information for the Google Drive account. Then, click Next.

3. If 2-Step Verification is configured for the account, enter the 2-Step Verification Code.

Note: You may be prompted a second time to give Google Drive permissions. If prompted, select all boxes to give the node access to your Google Drive account. Click Continue again.

4. To grant Dispatcher Stratus access to your Google Drive account, select Continue.

You return to the Google Drive Connector.

5. If multiple accounts are available, select the radio button next to the desired account.

6. To modify the default the number of seconds the system is allowed to attempt to connect with the specified account, enter a value in the Connection Timeout field.

Important! Some older MFP models encounter issues when adding a Google account at the MFP. To avoid this issue, we recommend that you add all Google accounts here, within the node configuration window, rather than at the MFP.

Deleting an Account

To delete an account, select the Delete icon next to the account you want to delete. A window with the following options appears:

• No - Cancel the delete action and return to the node configuration window.

• Yes - Delete the account from this node. You can add the account again later.

• Yes, Permanently - Delete the account from the tenant, including all workflows. You can add the account again later.

  Caution! Selecting this option can impact workflow performance.

Sending Documents to a New Folder

To create a new folder in Google Drive, select New Folder from the Folder Browser toolbar. The Create New Folder window appears:

Enter the name for the new folder in the Folder Name field, and then select Create. The folder appears in the Folder Browser.

Tip: You can also type in a folder path that includes one or more folders that do not currently exist within the Google Drive account. The Google Drive Connector will automatically create any new folders and then upload the document(s) to that location.

File Name Restrictions

The following restrictions apply to file names:

• File names cannot start with a space or end with a space

• You cannot start a file name with two period characters (..)

• Non-printable characters cannot be included in a file name (tabs, newlines, etc.)

• Do not use <  >  :  "  /  \  |  ?  * .

Folder Name Restrictions

While Google Drive does not have many restrictions on folder naming, there are some characters that are not compatible with how Dispatcher Stratus creates folders, which can cause node validation errors with folder names that Google Drive finds acceptable. These characters are:

• Back slash \ and forward slash /

View Options

The toolbar in the Folder Browser area provides the following view options for your Google Drive folders:

• Show/Hide Files: Click this button to show or hide files stored in Google Drive folders. When you have selected to Hide Files, you will only see folders.

• Refresh: Click this button to refresh the current view with the most up-to-date folders/files.

• Change View: Click this button to change from list view to grid view and back.

Accessing Google Drive on MFP

At the MFP, take the following steps:

1. Select your workflow - If only one workflow is currently running, that workflow appears. However, if multiple workflows are running, the Selection screen appears and you must select a workflow. See the following illustration:

   

2. Scan your document - Use the MFP to scan your document. Options available are dependent upon the options selected in the MFP Capture node. If a Form Selector node has been configured, continue to step 3. Otherwise, skip to step 5.

3. Enter your login credentials - If a Google Drive account has not already been selected during node setup, you will need to tap the + Add Account button to add your Google Drive account before entering your login credentials. Enter your Username and Password on the appropriate screens.

   

4. Select your File Destination - When you are logged in, you can use the folder navigation to select the destination for your file upload. The Folder Path field displays the current folder path of the destination folder. See the following illustration:

   

5. Select the “Scan” button - This sends the scanned document to the selected Google Drive account and folder.