Configuration Checklist; Globalscan Configuration Checklist - Ricoh GlobalScan Administrator's Manual

GlobalScan Configuration Checklist

The following checklist is designed to ensure that you have addressed each step in the GlobalScan
configuration process. Should you need further information on a specific topic, simply click on the page number
to link with the applicable section within this guide.
Important: This checklist assumes that GlobalScan firmware has been properly installed in the MFD (by an
authorized service technician) and that the pre-installation procedures and software installation (including Plug-
ins, if applicable) have been completed. See GlobalScan Server Software Installation Guide for details.
Step
?
1. Configure the MFD
?
2. Add a profile
?
3. Enter/select e-mail
settings within the
profile
?
4. For Scan To Folder
feature, create a
public folder
(local/network)
?
5. Create one or more
projects within the
profile
?
6. Configure Services
on the profile level
?
7. If running MFDs with
V1.5 firmware, enter
settings
?
8. Configure
System
Parameters
?
9. Configure
Services on the
system level
?
10. Reboot MFD(s)
You are now ready to capture and distribute documents using the GlobalScan system. Please refer to the
GlobalScan User's Guide for details.
Description
Via the MFD's control panel, enter the GlobalScan
Server IP address, communication protocol
(HTTP/HTTPS), and proxy server settings.
Set general information the MFD uses during scan
operations (profile name, attachment file size limit,
machine reset time), default scan settings, Novell
and LDAP connectivity settings, etc.
Choose one of four different mail systems and
establish all email-related options, e.g., LDAP
lookup settings, email body text, Cc, Bcc, Reply
To settings, etc.
Select Scan To Home (if NT or LDAP [with Active
Directory] authentication is selected) and/or Scan
To Folder settings (public folder path/description).
You must create one or more projects, i.e.,
identify default scan settings, primary
authentication method and Services to run on the
MFD, e.g., E-mail, Scan To Folder, Fax, etc.
Configuration of Plug-ins is only necessary if the
RightFax and/or OCR options are installed.
Select the authentication method and applicable
default Services, etc. (Note: GlobalScan V2.0 is
backward compatible with V1.5 only.)
Enter settings such as storage and log folder
paths, scan intervals, mail system, etc., via the
GlobalScan Admin Module.
This step is only necessary if an optional third-
party Framework, e.g., Livelink, FileNET, etc., is
installed.
This is necessary if GlobalScan Server or MFD configuration settings have
been changed.
Administrator's Guide
R
TM
GlobalScan Ver. 2.0
Reference Pg.
MFD 14
Configuration
Add/Edit a 18
Profile
Email Tab 26
Scan To 33
Folder Tab
Projects Tab 35
Services Tab 43
Enter/Edit 50
GlobalScan
V1.5 Settings
Enter/Edit 53
System
Parameters
Manage 55
Services
79