Ricoh GlobalScan Administrator's Manual

Ricoh GlobalScan Administrator's Manual

Multifunctional device (mfd)
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Table of Contents

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Administrator's Guide
©
Copyright 2005 by Ricoh Corporation. All Rights Reserved.
GlobalScan Ver. 2.0
Contents
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About GlobalScan....................
Feature Highlights....................
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Step 6: Manage MFDs .............
Step 7: Manage Logs ...............
Step 8: Manage Jobs ...............
Appendix
C. Change Job Monitor / Data
Service Property ..................
J. FAQs..................................
K. Glossary of Terms ...............
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July, 2005

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Summary of Contents for Ricoh GlobalScan

  • Page 1: Table Of Contents

    F. CDO.dll Install Procedures ..G. Lotus Notes 6.5 Support ..H. Novell w/ Win Server 2003 ... I. Backup and Restore Utility..J. FAQs........K. Glossary of Terms ....July, 2005 © Copyright 2005 by Ricoh Corporation. All Rights Reserved.
  • Page 2 The material in this document is for information only and is subject to change without notice. While reasonable efforts have been made in the preparation of this document to assure its accuracy, Ricoh Corporation, its contractors and partners, assume no liability resulting from errors or omissions in this document or from the use of the information contained herein.
  • Page 3 About GlobalScan ......................GlobalScan Components ....................About This Guide ....................... GlobalScan Feature Highlights................... • GlobalScan Ver. 2.0 Optional Plug-in / Framework Support........• GlobalScan New Feature Comparison ..............Before Getting Started......................• Setup Procedures ....................• GlobalScan Functions ..................... •...
  • Page 4: Introduction

    MFDs, creating digital files - of even the most complex documents - for electronic transmission over your network. Working together, the GlobalScan Server and the MFD make efficient and timely delivery of these files to destinations around the corner or around the globe.
  • Page 5: Feature Highlights

    Software utility enables Backup and Restore § Extensive log and error tracking feature on GlobalScan Ver. 2.0 Servers (or data migration from a GlobalScan Ver. 1.5 Captures originating MFD serial number, IP Server to a Ver. 2.0 Server) address, user information, destination, scan §...
  • Page 6: Globalscan Ver. 2.0 Optional Plug-In / Framework Support

    Please refer to Appendix B for details on optional RightFax and OCR Plug-ins, and third party Document/Content Management System Framework. Also visit https://developersupport.ricohcorp.com. GlobalScan Ver. 2.0 is backward compatible with only GlobalScan Ver. 1.5. GlobalScan Ver. 1.5 is backward compatible with only GlobalScan Ver. 1.4.
  • Page 7: Before Getting Started

    Scan to DMS – Optional feature (requires third-party Framework customization) Please refer to GlobalScan Server Software Installation Guide (be sure to review the important notes in the Pre-installation Requirements section). Also refer to Appendix A: System Requirements and Specifications (in this guide).
  • Page 8: Globalscan Terms

    GlobalScan Terms Each of the following four terms, Profile, Project, Service, and System Parameters play a key role in GlobalScan operation…. Note: Also see Appendix J: Glossary of Terms, for additional terms associated with GlobalScan. § Profile Each MFD is associated with a specific profile, i.e., parameters that define Novell and LDAP settings, e -mail, scan to folder, project, Services and scan settings.
  • Page 9 GlobalScan Ver. 2.0 Administrator’s Guide Before Getting Started Cont’d GlobalScan Terms Cont’d § Projects Cont’d When two or more projects are configured in a profile, corresponding buttons will appear on the MFD touch-screen display (Fig. 3), each addressing specific application requirements.
  • Page 10 Administrator’s Guide Before Getting Started Cont’d GlobalScan Terms Cont’d Simultaneous Authentication The GlobalScan Server will simultaneously authenticate, for example, the same login credentials used in NT authentication will enable access to FileNET functionality. Sample login screen for shared Services § Services* Following log-in (if authentication is required), the MFD user is presented with a list of available Services (E-mail, Scan To Folder, Fax Document, etc.).
  • Page 11 Within the GlobalScan Admin Module’s System Parameters screen (Fig. 4), you will select/enter all system-level data, i.e., settings that control GlobalScan Server operation, such as storage a nd log folder paths, maximum attempts for job delivery, scan interval, and if applicable, MS Exchange and Lotus settings.
  • Page 12: Globalscan Workflow

    GlobalScan Server by the administrator. If e-mail is the most common application, the Email tab can open first, as shown in Fig. Fig. 5 Fig. 6 Note: Login may be required after pressing a Project button. See GlobalScan Terms, Authentication, for details.
  • Page 13: Globalscan Home

    Profiles and Projects for MFD Access the Manage Profiles screen Groups Individual MFDs Access the Manage MFDs screen Statistics Access Manage Logs and Manage Jobs screens Note: To return to GlobalScan’s home page, from any screen, click the Home menu link.
  • Page 14: Mfd Configuration

    Proxy Username User Name for access to Proxy Server Proxy Password Password for access to Proxy Server A control panel key other than the Scanner key may access GlobalScan. Please refer to the GlobalScan firmware Release Notes to learn more.
  • Page 15 MFD’s touch screen. This initiates another download attempt by the GlobalScan Server. If this action still returns an error, logout of GlobalScan (from the MFD), if necessary, and open the MFD Configuration Page (as outlined in this section). Check that all parameters are correct.
  • Page 16: Localization

    MFD’s GlobalScan screens MFDs running GlobalScan Ver. 1.5 firmware are not localized for Spanish. A control panel key other than the Scanner key may access GlobalScan. Please refer to the GlobalScan firmware Release Notes to learn more. Please refer to your MFD Operating Instructions for details on setting the system’s display language.
  • Page 17: Gs Admin Server Config

    GlobalScan Ver. 2.0 Administrator’s Guide This section provides the System Administrator with the GlobalScan Server configuration instructions needed to recognize the MFD connected to the network. Step 1: Launch GlobalScan Admin Module Open a browser. Enter the GlobalScan Server IP address computer name, for example…...
  • Page 18: Step 2: Add/Edit A Profile

    MFD user, e.g., Email, Scan To Folder, Fax Document, etc. Note: • Multiple profiles can be created within GlobalScan, though just one “Default Profile” is selected for a given MFD. • At least one project must be created in the profile, otherwise the MFD will display an error.
  • Page 19 GlobalScan Ver. 2.0 Administrator’s Guide Add/Edit a Profile Cont’d Click the Add New Profile* button, or if editing an e xisting profile, click on the Profile Name. In the following example, an existing profile is selected by clicking on the profile name.
  • Page 20: General Tab

    Add/Edit a Profile Cont’d Each of the following tabs, General (circled), Email, Scan To Folder, etc., opens a screen for entry of attributes that control the GlobalScan Server’s interaction with the MFD. Begin by entering/editing fields in the General tab.
  • Page 21 If checked (on), a timestamp is appended to the scanned image’s file name, e.g., doc name_yyyymmddhhmmss. If the user has not entered a document name via the MFD (i.e., GlobalScan’s e-mail screen), the timestamp is applied as the document name.
  • Page 22 45 to 585 seconds (default: 45 seconds). Default Scan Settings The GlobalScan user can override resolution, scan type (color/mono), batch scan, duplex, original orientation and file format defaults by selecting another setting on the MFD control panel. The default value is restored after the user logs out (or after MFD timeout).
  • Page 23 GlobalScan Ver. 2.0 Administrator’s Guide General > Default Scan Settings Cont’d • Default Batch Scan – Select on or off. Unchecked (off) is the default. If checked (on) the user can scan a large multi-page document in batches and transmit as one file.
  • Page 24 GlobalScan Ver. 2.0 Administrator’s Guide General > Default Novell Connectivity Settings Default Novell Connectivity Settings (if applies to your configuration) • Default Novell Tree – If your company is using Novell authentication, enter the Novell Tree here, otherwise leave blank. If a Novell Tree is applied to a specific profile, this will allow connection of different MFDs to different Novell Trees.
  • Page 25 GlobalScan Ver. 2.0 Administrator’s Guide General > Default LDAP Connectivity Settings Cont’d • User Attribute Name for Logon - There are three choices. Active Directory Netscape Directory Server/Sun IPlanet Custom -- All other LDAP servers fall into this category, e.g. Lotus Notes.
  • Page 26: Email Tab

    SMTP-AUTH This means that Profile A can utilize, for example, an SMTP server, while Profile B utilizes Lotus as the mail system. Which one GlobalScan uses depends on which mail system is configured within the profile. To open the Email Configuration Screen, click the Email tab.
  • Page 27 Important: Please refer to Appendix C: Change Job Monitor/Data Service Property for instructions on changing the Job Monitor Property. When using Microsoft Exchange, the CDO.dll (Collaborative Data Objects) file must also be present on the GlobalScan Server (see Appendix F: CDO.dll Installation Procedure for details). Ø...
  • Page 28 GlobalScan Ver. 2.0 Administrator’s Guide Email > Email Settings Cont’d Ø SMTP-AUTH If SMTP-AUTH is selected as your mail system, you must e nter the following: Email Server Name (Server IP address). Note: The SMTP port is set to 25, which cannot be changed.
  • Page 29 Server is running Ver. 2.0 software and the MFD’s firmware is Ver. 1.5, or vice versa, the default e-mail body text will be hard coded as “GlobalScan document sent from (login ID will appear, if applicable),” i.e., no other language is supported.
  • Page 30 If so, e-mails sent via GlobalScan will also be delivered to the logon user’s e-mail address. Note: If “Enable Email Send Receipt” is checked (on) and both “Allow Manual Entry” and “Show Address Search”...
  • Page 31 If Lotus Notes is selected, enter User DN and Password. By default, the password is the user’s Internet Password. Important: GlobalScan Ver. 2.0 also supports LDAPS, thus utilizes 128-bit SSL (Secure Sockets Layer) encryption to protect the exchange of data between the GlobalScan Server and LDAP Directory Server.
  • Page 32 GlobalScan Ver. 2.0 Administrator’s Guide Email > Send Email Lookup Cont’d Email Lookup Settings Cont’d • Sender Email Lookup Cont’d Fill in the search attribute in (xxx=^u) format, where can be any attribute that is most unique for the LDAP server. For example, (cn=^u) or (uid=^u).
  • Page 33: Scan To Folder Tab

    Ver. 2.0 Administrator’s Guide Scan To Folder GlobalScan supports two types of scan operations related to storing documents to folders. The user can perform one or both of the following operations… …scan to his/her Home Folder (called “Scan To Home”) If NT or LDAP (with Active Directory) authentication is selected, the logon user can perform Scan To Home functions, i.e., scan directly to his/her home...
  • Page 34 Simply create a subfolder whose name is that of the FileNET user ID. GlobalScan Job Monitor has built-in intelligence to NOT create a subfolder that is identical in name with the Parent folder. For example, if the user “jsmith” is logged in and he/she selects the folder “c:\public\jsmith,”...
  • Page 35: Projects Tab

    • Projects are not shared between profiles. • Projects defined under a profile are for MFDs running GlobalScan Ver. 2.0 firmware. • Projects are displayed on the MFD’s touch screen in the order defined on the profile’s “Project” tab. To open the Projects Screen, click the Projects tab.
  • Page 36 – Click the button to delete the adjacent project, permanently removing the project and related settings from the GlobalScan Server. Note: If all projects are deleted, the MFDs w ill return an error that no projects are defined for the profile.
  • Page 37 GlobalScan Ver. 2.0 Administrator’s Guide Projects > Add a New Project Add a New Project – Click this button to create a new project. Note: Projects inherit values from the profile, but if a profile is updated, those changes will not be automatically applied to the existing project.
  • Page 38 • None: If selected, the login screen does not appear on the MFD, i.e., User Name and Password are not required. If one project is created, the GlobalScan main screen automatically appears (see Fig. 1.7). When two or more projects...
  • Page 39 GlobalScan Ver. 2.0 Administrator’s Guide Projects > MFD Authentication Cont’d • Novell Login Screen: Tree and Context fields will auto- matically populate if this information is entered in the machine’s profile • NT * Login Screen: Note that any login...
  • Page 40 – Any Service that is deselected (unchecked), will not appear if this check box is selected. Default setting is off, thus all Services are displayed. Note: Services that are unchecked will not appear as a tab on MFD’s GlobalScan screen. Services Headings: Service Name: Lists the Services available for the project.
  • Page 41 Scan button is enabled. Email – A standard GlobalScan feature that can be turned on/off. If enabled (on), enter a Display Sequence number, e.g., 1. Note: If the required check box is selected, the user must complete an Email operation, i.e., select one or more e-mail destinations, before for the Scan button is enabled.
  • Page 42 > Service Settings / Information Render – Data is converted to a pre-selected file format, e.g., PDF, TXT, XLS, etc. Active PDF (default) – A standard GlobalScan feature. Off: On the MFD touch screen, user will have the following selections: • JPEG •...
  • Page 43: Services Tab

    Ver. 2.0 Administrator’s Guide Services The Services tab displayed below shows GlobalScan Services that are configurable on the profile level, e.g., RightFax and OCR. The Configure button opens a Services Configuration Page that allows entry of required parameters. Note: System-wide Services can be configured through the Manage Services screen (see Step 5: Manage Services, if necessary).
  • Page 44 Password: If applicable, enter Proxy Password. • Re-Enter Password: Re-enter Proxy Password to confirm. Click Update. Render - ActivePDF is the standard default format for GlobalScan and is configured on the profile level. To configure ActivePDF, proceed as follows: Click Configure. Display reads…...
  • Page 45 Default PDF File Format For GlobalScan 1.5: This check box is selected (on) by default, thus all images uploaded from an MFD with GlobalScan Ver. 1.5 firmware will be in PDF format, regardless of whether the image is color or black-and-white.
  • Page 46 OCR Default Language: Click this drop-down to select another language. Note: The GlobalScan user can override the default language setting by selecting another language setting on the MFD “Scan Settings” screen. The default value (chosen above) is restored after the user logs out (or after MFD timeout). Also note that the OCR default language is only supported by MFDs with GlobalScan Ver.
  • Page 47 Important: In order to fulfill specific business application needs, an Application Developer can write their own Pre-Render, Render or Post-Render Service based on the GlobalScan SDK Toolkit. For example, a third-party can write another OCR application, the name of which would appear under the “Render” heading.
  • Page 48: Select / Change The Default Profile

    GlobalScan Ver. 2.0 Administrator’s Guide Select / Change the Default Profile When a user searches the Global Address Book for an e -mail address, the multifunctional device captures and displays LDAP server information (e-mail address/es) based on the MFD profile setting.
  • Page 49: Delete A Profile

    GlobalScan Ver. 2.0 Administrator’s Guide Delete a Profile To permanently remove a profile, and all associated settings, proceed as follows: Click the Manage Profiles menu link or the Profiles and Products for MFD Groups shortcut. Note: To locate a desired profile, it is possible to sort the list by Profile Name or Profile ID. Simply click on desired column heading to toggle between ascending and descending order.
  • Page 50: Step 3: Gs V1.5 Settings

    MFD authentication settings and Services applied here will be executed on an MFD running V1.5 firmware. To establish these settings, proceed as outlined below. Note: If all MFDs are running GlobalScan Version 2.0 firmware, please proceed to Step 4: Enter/Edit System Parameters.
  • Page 51 Default Services – Select those Services that apply to your system configuration. Note: Unlike GlobalScan Ver. 2.0, the display sequence of Ver. 1.5 Services is fixed, thus cannot be altered. E-mail – If selected, this check box allows all MFD users to perform Scan To Email.
  • Page 52 Note: An Application Developer can write their own Pre-Render, Render or Post-Render Service based on the GlobalScan SDK Toolkit, in order to fulfill specific business application needs. For example, a third-party can write another OCR application, the name of which would appear under the “Render” heading.
  • Page 53: Step 4: Enter/Edit Parameters

    GlobalScan License Type – This field identifies the type of license under which GlobalScan is operating, as identified on the CD key which comes with the purchase of GlobalScan, e.g., (01) Trial, Demo; (05) Permanent [Standalone]; (03) Permanent [Primary]; or (04) Permanent [Secondary].
  • Page 54 Update – After verifying settings, click the Update button. The GlobalScan system will automatically assign the Default Profile to all new machines, unless another profile is assigned to the machine(s). Be sure that the directory is local to the GlobalScan Server.
  • Page 55: Step 5: Manage Services

    In order to view/configure Services, the Plug -in/Framework must be purchased and installed. Please contact your sales representative. Also visit https://developersupport.ricohcorp.com. Note: For installation, administration and use of GlobalScan Plug-ins, please refer to the GlobalScan Server Software Installation Guide and GlobalScan User’s Guide. For the installation, administration and use of GlobalScan Framework, please refer to the documentation that accompanies the SDK Toolkit.
  • Page 56 GlobalScan Ver. 2.0 Administrator’s Guide Manage Services Cont’d Any Plug- in/Framework that is either Pre-Render, Render or Post- Render can be configured on the profile or system level depending on how the application was written, thus a “Configure” button may appear here The “Configure”...
  • Page 57 ID and password in all authenticating Services included in the project. When the user tries to log in to GlobalScan, the actual credential validation will be performed across all authenticating Services within the project.
  • Page 58 GlobalScan will not authenticate against NT/Novell/LDAP during the log- on process. • GlobalScan Version – This column lists the version of GlobalScan SDK used to develop the Service. • About – The “About” button opens a screen that displays Framework-specific information, such as Service description, author, internal Service version and copyright information.
  • Page 59: Step 6: Manage Mfds

    Step 6: Manage MFDs The GlobalScan system has the ability to dynamically display the latest status of each MFD. For example, if you add or delete a machine, cha nge a host name, serial number or IP address, the Manage MFDs screen refreshes, displaying the updated status (after machine reboot).
  • Page 60 MFD’s scan engine. Important: In order for the Status column to appear, the SmartDeviceMonitor for Client (Web Image Monitor) utility must be installed on the GlobalScan Server. Please see next section for additional information. Traffic Light...
  • Page 61 MFD. Enabled – If checked (on), the MFD can connect to the GlobalScan Server, i.e., can join in GlobalScan operations. If unchecked, the MFD is disabled, thus cannot connect to the GlobalScan Server.
  • Page 62: Smartdevicemonitor For Client (Web Image Monitor) Utility

    MFD’s SmartDeviceMonitor (Web Image Monitor) utility, i.e., view real-time status and settings of the device. For information on installation of SmartDeviceMonitor for Client.exe file, please refer to the GlobalScan Server Software Installation Guide, Appendix B.
  • Page 63: Edit Existing Machine Settings

    GlobalScan Ver. 2.0 Administrator’s Guide Manage MFDs Cont’d Display reads, for example… Navigate the links to display information regarding the MFD, e.g., configuration settings, toner and paper levels, etc. Edit Existing Machine Settings To edit the administrative settings associated with one or more machines, proceed as...
  • Page 64 Cont’d Edit Enable Status: Click desired check box within Enable column. If checked, the MFD can connect to the GlobalScan Server, i.e., can join in GlobalScan operations. If unchecked, the MFD cannot connect to the GlobalScan Server. (see Click Update*.
  • Page 65: Step 7: Manage Logs

    To navigate the logs, simply click on the desired tab… • Job Monitor – Tracks all transactions generated by GlobalScan Job Monitor Service (screen shown above). • – Records any activity or errors that occur when the MFD connects to the...
  • Page 66 – Tracks all error events generated by the Database Server, e.g., the Database Service is in maintenance mode. • Admin – Tracks all error events during administration of GlobalScan, e.g., a profile is deleted, as shown below… • Failover – Tracks log error events when system supports Failover, as shown...
  • Page 67 The primary purpose for this data is to have an audit trail of all jobs processed by GlobalScan. Though this data is not displayed in the Details Log screen, as the file size can be significant, it can be viewed by opening the files directly (the data is stored in XML format).
  • Page 68 GlobalScan Ver. 2.0 Administrator’s Guide Delete Logs To delete Log(s), select the desired tab and proceed as follows: Delete Logs Up to a Selected Date: Click calendar date you wish to delete up to. Click Delete All Up To This Date button.
  • Page 69: Step 8: Manage Jobs

    Step 8: Manage Jobs The jobs that GlobalScan is currently processing are displayed here, reflecting the status. In .addition, jobs that may have failed, e.g., failure occurred while being sent to the SMTP server, the details regarding that job are displayed and categorized by job name, and include date/time created and time/date of last attempt.
  • Page 70 GlobalScan Ver. 2.0 Administrator’s Guide Manage Jobs Cont’d delete a Jobs that ha ve reached its maximum number of attempts, as specified in System Parameters (Max Attempts for Job Delivery), proceed as follows: Delete Only Checked Items (Jobs) Click the check box next to the desired Job Name(s).
  • Page 71 GlobalScan Ver. 2.0 Administrator’s Guide Display reads… 3 of the 9 jobs were deleted - 6 jobs remain Delete All Jobs The “Delete All Jobs” button will delete all items in the Manage Jobs window, whether checked or unchecked. a. Click Delete All Jobs.
  • Page 72: Step 9: Manage Failover

    The secondary GlobalScan Server will automatically update itself if the primary server’s database configuration is modified, including Plug-in settings. Note: All GlobalScan Ver. 2.0 and Ver. 1.5 Plug-ins are supported by the primary and secondary servers. •...
  • Page 73 Failover Primary Server If an MFD cannot submit a job to the primary GlobalScan Server, the system will revert to Failover mode with the secondary server processing jobs until the primary server is restored (provided the secondary server has been properly configured).
  • Page 74 (sharing of system configuration and Plug-in data) between the primary and secondary server. Important: For manual synchronization to occur, the GlobalScan Data Service Property must be configured within the Data Service Account, as outlined in Appendix D: Change Failover/Data Service Property.
  • Page 75 Failover Service Property must be configured, as outlined in Appendix D: Change Failover/Data Service Property. While changes to the GlobalScan Server’s configuration can be made with jobs in queue, it is recommended that you wait until after all jobs are completed or error-out.
  • Page 76 – By checking this box, you override the setting made in the System Parameters, e.g., you may want Verbose Mode enabled (on) when in Failover mode, but remain disabled (off) during normal GlobalScan operation. This allows for more indepth log data tracking/reporting during...
  • Page 77 Note: The secondary server will not allow new (unregistered) MFDs to participate in GlobalScan. The unregistered MFDs can only join GlobalScan when the primary server is back on line (or the secondary server is promoted to primary server status). For example, if you have five registered MFDs with the primary server and one or more new machines are added, the secondary server will only support Failover on the five registered machines.
  • Page 78 GlobalScan Ver. 2.0 Administrator’s Guide Manage Logs To view data regarding Failover operation on either the primary or secondary server, proceed as follows… Click the Statistics shortcut or Manage Logs menu link to open the log. Click Failover tab. Display reads, for example…...
  • Page 79: Configuration Checklist

    Reboot MFD(s) This is necessary if GlobalScan Server or MFD configuration settings have been changed. You are now ready to capture and distribute documents using the GlobalScan system. Please refer to the GlobalScan User’s Guide for details.
  • Page 80: Appendix

    GlobalScan Ver. 2.0 Administrator’s Guide...
  • Page 81: Requirements & Specs

    § Intel Pentium class processor (CPU), 1GHz or faster § 1GB RAM or more (Important: If OCR is running on the same server as GlobalScan, it is recommended that 2 gigabytes of RAM is installed) § 40GB hard drive or larger §...
  • Page 82 Note Cont’d: VMware / Virtual Server installation(s), e.g., Microsoft Virtual Server 2005 or VMware ESX, GSX, are NOT supported by GlobalScan. For complete GlobalScan Ver. 2.0 functionality, the MFD must have GlobalScan Ver. 2.0 firmware installed. Protocols Supported / Used: §...
  • Page 83: Opt. Plug-Ins & Framework

    Below is an overview of optional Plug -ins and Framework available for integration with GlobalScan. Whether you are in need of document routing, storage or management of scanned documents, there is a solution to fit your needs and requirements – without changing your current workflow process.
  • Page 84 Optional Framework* (Document Solutions) Using the Ricoh MFD, along with GlobalScan Server software and the optional Framework to Documentum, paper-based documents can be easily scanned and delivered to the Documentum Repository. Documentum, an industry-leading Enterprise Content Management (ECM) platform, provides a universal repository...
  • Page 85 GlobalScan Framework provides Application Developers (Independent Software Vendors, Systems Integrators and Value-added Resellers (with in-house development capabilities) with sample code and resources needed to customize the GlobalScan document workflow to meet their customer’s specific Document/Content Management System requirements. For more information on GlobalScan Framework, please contact your sales representative.
  • Page 86: Service Property

    In order to support scan to a network shared (public) folder, both GlobalScan Job Monitor and GlobalScan Data Service must be running as a user who has full access rights to the network shared folder. In addition, for Novell and Microsoft Exchange, the following procedures are prerequisites.
  • Page 87 GlobalScan Ver. 2.0 Administrator’s Guide Display reads, for example… Click the Log On tab. Display reads… Click This Account and then browse. Display reads… Click Look in: drop-down.
  • Page 88 GlobalScan Ver. 2.0 Administrator’s Guide Display reads, for example… Choose domain. Display reads, for example… Enter the Connect as Password fields with the account that allows you to connect to the domain. Note: If possible, please use the domain administrative account.
  • Page 89 GlobalScan Ver. 2.0 Administrator’s Guide Display reads… Click OK. Display reads… Confirm settings. In order to perform scan to a Novell shared network folder(s), you must repeat this process selecting the appropriate GlobalScan Data Service step...
  • Page 90: Change Failover/Data Svc

    Ver. 2.0 Administrator’s Guide If the drop file location is a shared folder on the secondary server, the GlobalScan Failover Service of the primary server needs to run under a domain user that has sufficient access rights to that shared folder on the secondary server. The reverse is also true… if the pick up...
  • Page 91 GlobalScan Ver. 2.0 Administrator’s Guide Click the Log On tab. Display reads… Select This Account and then browse. Display reads… Click Look in: drop-down. Display reads, for example…...
  • Page 92 GlobalScan Ver. 2.0 Administrator’s Guide Choose domain. Display reads, for example… Enter the Connect as Password fields with the account credentials that allow you to connect to the domain. Note: If possible, please use the domain administrative account. Select the appropriate Name, as shown at right…...
  • Page 93 GlobalScan Ver. 2.0 Administrator’s Guide Display reads… Confirm settings.
  • Page 94: Ocr Engine Configuration

    *Note: If you install the OCR File Conversion program on a separate PC, you must “share” the OCR folder created in the GlobalScan Server locally. Also, the log-on user, on the PC that has OCR installed, must have permission to access and/or write files to this locally created folder (item #1 above).
  • Page 95 Files\OFC\OFC.exe. Note: The OFC.exe is a module that configures the OCR Service and works in conjunction with GlobalScan to control how and wh en files are processed, stored and logged. Display reads… Enter/select the following: Watch Folder Settings Select...
  • Page 96 OCR heartbeat folder, e.g., c:\ocr, generated by the OCR e ngine (File Conversion Program) that GlobalScan’s Job Monitor Service examines in order to determine whether or not OCR is up and running. If GlobalScan does not see the updated time stamp of the “heartbeat.dat” file an error condition occurs, telling the administrator that OCR is down.
  • Page 97 The localhost can be replaced by your DNS Name or IP address. Important: The OCR Default Language list will now be displayed within the GlobalScan Admin Module, provided that the Language page was entered correctly. Please refer to the Step 2: Add/Edit a Profile, Service Tab/OCR Configuration for details.
  • Page 98 (hard copy image). Users have two options, (1) edit the new file accordingly; (2) select another format, e.g., MS Word. For more information on resolution, file format, and other scan settings, see GlobalScan User’s Guide, Step 3: Scan-to-Folder, About Scan Settings and Step 6: Select Scan...
  • Page 99 (e.g., RTF, Excel, PDF, TIFF, JPEG, etc.), the profile’s Services tab (accessed via the GlobalScan Admin Module) must have the same OCR format root directory as that established on the OCR engine server (see previous section).
  • Page 100 GlobalScan Ver. 2.0 Administrator’s Guide Display reads, for example… Click on the Profile Name Display reads… Click the Services Tab. Display reads… Click the Configure button for OCR Settings.
  • Page 101 GlobalScan Ver. 2.0 Administrator’s Guide Display reads… Enter the OCR Format Root Folder, e.g., c:\ocr. Click Update. Now go to the Projects tab. Display reads…. Select from Render drop-down. Click Update.
  • Page 102: Cdo.dll Install Procedures

    Microsoft Outlook 2000 install CD. Select Customize. Display reads… Select Microsoft office folder. If necessary, browse to folder. Click Next Display reads… Click Collaboration Data Objects. Note: For details, please refer to GlobalScan Admin Module Configuration, Step 2: Add/Edit a Profile.
  • Page 103 GlobalScan Ver. 2.0 Administrator’s Guide Display reads… Select Run all from My Computer. Click Install Now. Display reads… Click OK.
  • Page 104: Lotus Notes 6.5 Support

    GlobalScan Ver. 2.0 Administrator’s Guide In order for GlobalScan Ver. 2.0 to support Lotus Notes client version 6.5, the nlsxbe.dll file must be manually run, because the standard 6.5 client installation did not register this dll correctly. On the GlobalScan Server, go to the directory where Lotus Notes is installed.
  • Page 105: Novell W/ Win Server 2003

    Since Novell has indicated their OCX component is not compatible with Windows Server 2003, for GlobalScan to support Novell authentication and scan to Novell shared folder in a Windows Server 2003 environment, the Internet Information Service has to be running in IIS 5.0 Isolation Mode.
  • Page 106 GlobalScan Ver. 2.0 Administrator’s Guide Display reads, for example… Click on the Service tab. Display reads…. Select the IIS 5.0 isolation mode check box. Click Apply. Display reads… Click to allow IIS to restart.
  • Page 107: Backup And Restore Utility

    The GlobalScan Backup Utility is used to backup and restore data for GlobalScan Ver. 2.0 Servers. It can also be used as a migration tool to move data from a GlobalScan Ver. 1.5 Server to a GlobalScan Ver. 2.0 Server.
  • Page 108 Backup File. Display reads, for example… Click Backup. Click to the pop-up message. Display reads… The “.gs” extension is automatically appended to the file name Click Close. All registry data (GlobalScan V1.5 or V2.0) has been saved to the selected directory.
  • Page 109 Display reads… Click Restore. Display reads… Click OK, then Close. The registry data has been applied. Verification Open GlobalScan Ver. 2.0 Admin Module (refer to GlobalScan V2.0 Administrator’s Guide, if necessary) and verify that the data has been successfully restored.
  • Page 110: Faqs

    Books that reside on your mail server. Q. What is the advantage of LDAP and LDAPS? A. Since GlobalScan Server is installed on the same network as the Global Address Book, GlobalScan is able to access stored directory information on your server, using LDAP.
  • Page 111 Administrator’s Guide Q. Are the documents that I send secure? A. Yes, provided HTTPS is used. Each documents scanned to the GlobalScan Server can be transmitted using SSL (Secure Sockets Layer) and is designed to protect passwords and content from prying eyes.
  • Page 112 Q. Does GlobalScan integrate with RightFax? A. Yes, Ricoh offers a RightFax Plug-in to GlobalScan. GlobalScan will support RightFax Client v8.0, v8.5, v8.7 and v9.0; the client must be installed on the GlobalScan Server, then GlobalScan can communicate with the RightFax Server.
  • Page 113 Q. Which Novell client versions does GlobalScan support? A. GlobalScan can run on both Novell client Ver. 4.83 (SP1) and Ver. 4.9. If you are installing the Ver. 4.9 client, after completion, please remove NMAS (Novell Modular Authentication Services) component via Add/Remove programs, as this will be installed automatically.
  • Page 114 Allow user to save black-and-white image to multiple single-page TIF files § Advanced log and error tracking § Support for Failover; two GlobalScan Servers with duplicate configurations § ® Support for Windows Server 2003, Standard Edition; Lotus Notes 6.5 Server §...
  • Page 115: Glossary Of Terms

    E-mail (Electronic Mail) – A Service for sending messages over a computer network. Framework – See “Services.” GlobalScan Data Service – This is the Service which provides a public data interface for other components, as well as a private data interface for Job Monitor Service. Also see GlobalScan Job Monitor Service.
  • Page 116 LDAPS (Lightweight Directory Access Protocol – Secure) - GlobalScan Ver. 2.0 supports LDAPS, thus utilizes 128-bit SSL (Secure Sockets Layer) encryption to protect the exchange of data between the GlobalScan Server and LDAP Directory Server. The Directory Server must also support LDAPS, otherwise address lookup through LDAPS is not supported.
  • Page 117 “pair” to encrypt and decrypt communications. All of the major browsers are SSL enabled. Standalone – Standalone refers to a single GlobalScan Server, while primary and secondary reflect failover where two GlobalScan Servers are synchronized, allowing a secondary server to automatically take over should the primary server go down, maximizing uptime.
  • Page 118 GlobalScan Ver. 2.0 Administrator’s Guide Ricoh Corporation, Five Dedrick Place, West Caldwell, NJ 07006 Phone (973) 882-2000 — www.ricoh-usa.com 7/05 Rev. 2.0...

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Globalscan 2.0

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