server software contents installation guide - ricoh

Server SoftwareInstallation Guide

ContentsIntroduction............................. 4

About GlobalScan........................ 4

GlobalScan Components ............. 4

About this Guide........................... 4

Additional References.................. 4

Requirements & Specs ................. 5

Pre-installation Requirements ..... 6

Server Preparation....................... 6

2003 Server Preparation.............. 7

LDAP User Preparation ............... 7

Optional Plug-ins.......................... 7

New GS Software Installation ...... 8

Step 1: Install PDF Conv. ............ 8

Step 2: Install GS Program..........13

Step 3: Activate GlobalScan........16

Upgrade Software (V1.4 to V1.5)..22

GlobalScan Migration Tool ..........25

Install RightFax Plug-in (Opt.) .....28

Install OCR Plug-in (Opt.) .............29

Remove (Uninstall) GlobalScan...42

Step 1: Remove Plug-in/s............42

Step 2: Deactivate GlobalScan ...43

Step 3: Remove GlobalScan .......49

AppendixA. CDO.dll Installation .................51

B. Change Job Monitor ................53

C. SmartDeviceMonitor Install .....56

D. License Upgrade .....................60

E. MFD Error Codes ....................63

F. Server Error Codes..................66

August, 2004 Copyright 2004 by Ricoh Corporation. All Rights Reserved.

GlobalScan Ver. 1.5

GlobalScanTM Ver. 1.5Server Software Installation Guide

2

Copyright 2004 by Ricoh Corporation. All Rights Reserved.

No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, ortranslated into any language or computer language, in any form or by any means, electronic, mechanical,optical, chemical, manual or otherwise, without the prior written permission of Ricoh Corporation.

GlobalScan is a registered trademark of Ricoh Corporation.

Windows, Microsoft Exchange and Internet Explorer are registered trademarks of Microsoft Corporation.

All other trademarks are the property of their respective owners.

The material in this document is for information only and is subject to change without notice. While reasonableefforts have been made in the preparation of this document to assure its accuracy, Ricoh Corporation, itscontractors and partners, assume no liability resulting from errors or omissions in this document or from theuse of the information contained herein.

Ricoh Corporation reserves the right to make changes in the product design without reservation and withoutnotification to its users.


3

Table of ContentsIInnttrroodduuccttiioonn ................................................................................................................ 4

About GlobalScan ....................................................................................................... 4GlobalScan Components ............................................................................................. 4About this Guide .......................................................................................................... 4Additional References.................................................................................................. 4

SSyysstteemm RReeqquuiirreemmeennttss aanndd SSppeecciiffiiccaattiioonnss .................................................................. 5GlobalScan Server........................................................................................................ 5Multifunctional Device ................................................................................................. 5Protocols Supported .................................................................................................... 5Authentication Methods Supported............................................................................ 5File Formats Supported ............................................................................................... 5

PPrree--IInnssttaallllaattiioonn RReeqquuiirreemmeennttss ....................................................................................... 6Server Preparation .................................................................................................... 62003 Server Preparation .............................................................................................. 7LDAP User Preparation ................................................................................................ 7Optional Plug-ins ....................................................................................................... 7

New GGlloobbaallSSccaann SSooffttwwaarree IInnssttaallllaattiioonn......................................................................... 8Step 1: Install PDF Conversion Program................................................................... 8Step 2: Install GlobalScan Program........................................................................... 13Step 3: Activate GlobalScan ....................................................................................... 16

Section A - Activation on Server With Internet Access.............................. 16Section B - Activation on Server Without Internet Access ........................ 19

UUppggrraaddee SSooffttwwaarree ((VVeerr.. 11..44 ttoo VVeerr.. 11..55)) ................................................................. 22

GGlloobbaallSSccaann MMiiggrraattiioonn TTooooll ..................................................................................... 25

IInnssttaallll RRiigghhttFFaaxx PPlluugg--iinn ((OOppttiioonn)) ........................................................................... 28

IInnssttaallll OOCCRR PPlluugg--iinn ((OOppttiioonn)) ................................................................................... 29Step 1: Run OCR Setup Wizard ....................................................................................29Step 2: Run OCR File Conversion Program ................................................................30Step 3: Configure OCR Monitor Program....................................................................34Step 4: Enter OCR Format Root Directory within Profile ...........................................39

RReemmoovvee ((UUnniinnssttaallll)) GGlloobbaallSSccaann ...............................................................................42Step 1 – Remove Plug-in/s (if applicable)......................................................42Step 2 – A. Deactivate From Server With Internet Access ...........................43

B. Deactivate From Server Without Internet Access .....................46Step 3 – Remove GlobalScan Server Software .............................................49

AAppppeennddiixxA: CDO.dll Installation ...............................................................................................51B: Change Job Monitor Property ..............................................................................53C: SmartDeviceMonitor for Client Installation.........................................................56D: License Upgrade ...................................................................................................60E: GlobalScan MFD Error Codes ..............................................................................63F: GlobalScan Server Error Codes ...........................................................................66


4

IInnttrroodduuccttiioonnAbout GlobalScanGlobalScan enables a Multifunctional Device (MFD) to quickly scan documents to E-mail or toFolder, as well as perform Optical Character Recognition (OCR),Facsimile Server and Document/Content Management Systemfunctions via optional Plug-ins/Framework. This powerful, yeteasy-to-use, paper document capture and distribution systemintegrates seamlessly with your existing mail infrastructure tosignificantly boost workgroup productivity by combining networkscanning functionality within an accessible copier platform. Mostimportantly, dramatic cost efficiencies are gained by speedingthroughput of common business transactions that may otherwiserequire slower and more costly methods of communication.

GlobalScan ComponentsThe GlobalScan system consists of two primary components:

(1) GlobalScan Server software(2) GlobalScan MFD firmware

Once installed, the GlobalScan Server acts as a digital document routing system thataccepts scanned documents from MFDs, creating digital files - of even the mostcomplex documents - for electronic transmission over your network. Working together,the GlobalScan Server and the MFD make efficient and timely delivery of these files todestinations around the corner or around the globe.

About this GuideThis guide contains step-by-step instructions for installation, upgrade or removal of theGlobalScan Server software (provided on CD), as well as the installation of the optionalRightFax and OCR Plug-ins. Each step must be successfully completed before the MFDuser can perform Scan To Email, Scan To Folder, Scan To Fax, OCR or back-endDocument/Content Management System functions.

Additional References

GlobalScan Administrator’s Guide - The GlobalScan Administrator’s Guide (andGlobalScan Administrator’s Quick Reference) explains how to access/set MFD settings(from the control panel), as well as how to manage Profiles, MFDs, Plug-ins, jobs, logs,etc. from the GlobalScan Admin Module (accessed via a standard Web browser).

GlobalScan User’s Guide – The GlobalScan User’s Guide (and GlobalScan User’sQuick Reference) explains how to perform Scan To Email, Scan To Folder, Scan to Fax,and other key functions.

Multifunctional Device(MFD)


5

IBM Compatible

SSyysstteemm RReeqquuiirreemmeennttss aanndd SSppeecciiffiiccaattiioonnssThe following GlobalScan Server and MFD requirements must be met prior to installation ofthe GlobalScan system. GlobalScan Server*:

Windows 2000 Server with Service Pack 3 or 4, and all necessary securityupdates and patches installed

IIS 5.0 with ADSI 2.5 and MSXML 3.0 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 10/100 Mbps network card TCP/IP network access Access to Global Address Book via LDAP E-mail capability through one or more of the following mail systems:

- Lotus Notes 5- Microsoft Exchange 5.5 or 2000- Most SMTP Servers (without authentication required)

CDO (Collaborative Data Objects) V1.1* Note: GlobalScan requires a dedicated server PC. Running other applications on the

server may cause serious problems and service performance is not guaranteed.Compatible Multifunctional Devices:

MFD Type Engine Speed MemoryBlack & White 22 – 45 cpm 96MB*Black & White 60 – 105 cpm 256MBColor/B&W 12 – 38 cpm 256MB

* 96MB is minimal requirement for GlobalScan. 192MB or above isrecommended for optimal performance. 192MB is minimal require-ment when running an optional Content/Document ManagementFramework/Plug-in to GlobalScan.

Important: Compatible MFDs must be equipped with… Network Interface Board (NIB) option Local hard drive TCP/IP network access

Note: One GlobalScan Server can support up to 100 enabled MFDs.

Protocols Supported: GlobalScan Server: TCP/IP; HTTP/HTTPS; LDAP; SMTP MFD: TCP/IP; HTTP/HTTPS

Authentication Methods Supported: LDAP; Windows NT/2000; Novell

File Formats Supported: Standard: TIFF (Multi-page); PDF Image; JPEG (Color MFD) Optional: XLS (Microsoft Excel); RTF (Microsoft Word); PDF Image Plus Text


6

PPrree--iinnssttaallllaattiioonn RReeqquuiirreemmeennttssPrior to installing the GlobalScan Server software, review the following checklist to ensurethat each condition has been met.

Server Preparation (see next page for 2003 Server Preparation): Windows 2000 Server with Service Pack 3 or 4, and all necessary security updates

and patches installed Microsoft Internet Explorer Version 6.0 is installed.

Using Windows Update (inside IE6.0, under “Tools”) to apply the most recentpatches.

Do not lock down IIS. Make sure the file under: \inetpub\wwwroot\localstart.aspcan be started from the browser without any problem or error.

For Novell authentication, and to perform Scan To Folder functions, you must installthe Novell ActiveX component included with your GlobalScan Server software CDor downloaded “.zip” file, and the Novell client. The client can be downloaded fromthe Novell Web site (http://download.novell.com). If you are installing the version 4.9client, NMAS (Novell Modular Authentication Services) will be installedautomatically. This will cause GlobalScan Novell authentication to fail. Theworkaround is to remove NMAS component via Add/Remove programs.

Join server to Windows NT domain as a standalone member server forauthentication purposes, if NT authentication is required.

Create NT user account with all local administration rights. Determine the mail server, then install necessary e-mail client and configure it.

Make sure you can send and receive e-mail messages. Use Microsoft Outlook Express for SMTP mail server. Use Notes client for Lotus Notes mail server. Use Outlook 2000 for Microsoft Exchange Server.

Important:- When using Microsoft Exchange as the mail delivery system, you must log

on to the GlobalScan server as the user that configured Outlook 2000, andthe user must have local admin rights. Also, after installation of theGlobalScan Server software, configure the Job Monitor 2 settings as shownin Appendix B of this guide (also shown in Appendix D in the GlobalScanAdministrator’s Guide). Also, when using Exchange, delivery will fail ifOutlook is left open.

- When selecting Microsoft Exchange as the mail system to send Profiledata, CDO.dll (Collaborative Data Object) files must be present on theGlobalScan Server. Please refer to Appendix A in this guide or theGlobalScan Administrator’s Guide, Appendix C, for additional informationand installation procedures.


7

2003 Server Preparation:GlobalScan Version 1.5 supports installation on a 2003 Server, but the following restrictionsapply:

Only install on the 2003 Standard version server No Novell features are supported Before installation, install IIS and enable the Active Server Page Web extension,

without any lock down Only RightFax and OCR Plug-in are tested to work. Other Plug-ins are not being

tested for compatibility Must use with Version 1.5 MFD firmware

LDAP User Preparation: Create a user (proxy user) account that is able to browse allowable attributes

from the LDAP server, such as e-mail address and common name (cn). LDAP log-in – Below are examples of LDAP Attribute Name for Logon and

Sender Email Lookup fields, based on the type of mail system in use: Lotus Notes, MS Exchange 5.5, Netscape, and Novell: Enter, for

example, (uid=^u). MS Exchange 2000: Enter, for example, (SamAccountName=^u).

Optional Plug-ins:The CD Key that comes with the purchase of GlobalScan may or may not include a licensefor optional Plug-ins (e.g., RightFax and/or OCR). If a license is included for an optionalPlug-in, it is possible to run the associated setup.exe files provided on the GlobalScan CDfor that Plug-in. If installing OCR, you will also need to run the OCR engine setup, coveringin section titled Install OCR Plug-in (Option).Important: If you install the RightFax and/or OCR program without first purchasingand activating the associated CD Key, it will be necessary to uninstall the Plug-infrom the GlobalScan Server. Following removal of the Plug-in, the CD Key must beactivated. After activation, the Plug-in setup.exe program can be run.

RightFax: To install the RightFax Plug-in (enabling fax-send functions), locate theRightFax folder on the GlobalScan Server Software CD-ROM and run the RFSetup.exeprogram file on the GlobalScan Server. Also create a RightFax Proxy User Accountwith administration privileges (must not integrate with Windows NT).

OCR (Optical Character Recognition): When the OCR Plug-in is installed youmust create a root directory for the Plug-in. The OCR engine uses that directory tostore files that are to be processed, i.e., converted into the selected file format.


8

NNeeww GGlloobbaallSSccaann SSooffttwwaarree IInnssttaallllaattiioonnTo install the GlobalScan Server software, follow Steps 1 – 3, outlined below.

Step 1: Install PDF Conversion Program

1. Insert GlobalScan CD into CD-ROM drive.

2. From the Desktop, double-click My Computer.

3. Double-click drive icon (containing CD), for example, D:.

4. Open GlobalScan CD.

Display reads...

5. Double-click ActivePDF folder.

Display reads…

6. Double-click aptlkit3525 icon.


9

Display reads…

7. Click Next.

Display reads…

8. Please read the licensing agreement.

9. Click Yes to accept terms of theagreement.


10

Display reads…

10. Click Register.

Display reads…

11. Click File > Open.

Display reads...

12. Click Look in: drop-down menu .

13. Go to ActivePDF directory.

14. Locate GS.APR file.


11

15. Click Open.

Display reads…

16. Click OK.

Display reads…

17. Click Next.

18. Close activePDF Installer window [X].

Display reads…

19. Click Next > to select default folder.


12

Display reads…

20. Click Next to select Typical.

Display reads…

21. Click Next.

Display reads…

22. Click Finish.


13

Step 2: Install GlobalScan Program

1. Open GS folder…

2. Double-click GSSetup icon.

Display reads, in sequence…

3. Click Next.


14

Display reads…

4. Please read licensing agreement.

5. Click Yes to accept terms ofagreement.

Display reads…

6. To install to this folder, clickNext. To install to a different folder,click Browse*, select another folder,and click Next.

* Note: GlobalScan will select thepartition with the largest unused space as a default installation destination. You canchange this by clicking Browse.

Display reads …


15

7. When InstallShield Wizard is complete,click Finish.

Display reads…

Now activate GlobalScan, as outlined in the next section…


16

Step 3: Activate GlobalScanContinuing from previous section…

Please follow the section that applies to your GlobalScan Server connection…

Section A – GlobalScan Activation on Server With Internet Access Section B – GlobalScan Activation on Server Without Internet Access

Section A – GlobalScan Activation on Server With Internet Access

1. Click Activate GlobalScan button.

Display reads…

2. Click Code Activation Web Pagebutton.

Display reads…


17

3. Enter fields (all are required):

CD Key: Find this code on the GlobalScan CD case. Application Key: Automatically filled in (if GlobalScan Activation Web site was

accessed from same PC) or manually entered (if Web site was accessed from adifferent PC).

Customer Company Name: Enter company name. Installer (Company) Name: Enter name of company installing GlobalScan. Dealer ID/Name: Enter Dealer ID or Name. GlobalScan Admin Name: Enter name of GlobalScan Administrator. GlobalScan Admin Contact Email: Enter e-mail address for Administrator. GlobalScan Admin Contact Phone: Enter Administrator’s phone number. Region: Select from drop down menu (Asia, Europe or USA).

4. Once all the fields are entered and verified, click Submit.

The next screen displayedwill be similar to the illustrationshown here.

5. Select Click here to closewindow.

Display reads…

6. Click Exit.

The GlobalScan software installation/activation process is complete!


18

Note: Review the information provided in the Appendix section of this guide. If

necessary, perform any additional procedures as indicated. Next, proceed to the GlobalScan Administrator’s Guide for the instructions

on creating a Profile and configuring System Parameters. (Be certain tofamiliarize yourself with the contents of the Appendix section of theAdministrator’s Guide prior to configuration of the GlobalScan Server.)


19

Section B – GlobalScan Activation on Server Without Internet AccessFrom the GlobalScan Server…

1. Click Activate GlobalScan button.

Display reads…

2. Write down Application Key.

Note: Leave this screen open.

Also, if you click Code Activation WebPage button, an “Action Cancelled”message appears. Close window, clickOK and proceed as follows…

3. Go to a PC with Internet access.

4. Open Web browser and enter the GlobalScan Activation URL:

http://63.74.224.100/Stopcopynet/Activate/gsA.htm

Display reads…


20

5. Enter fields (all are required):

CD Key: Find this code on the GlobalScan CD case. Application Key: Automatically filled in (if GlobalScan Activation Web site

was accessed from same PC) or manually entered (if Web site wasaccessed from a different PC).

Customer Company Name: Enter company name. Installer (Company) Name: Enter name of company installing GlobalScan. Dealer ID/Name: Enter Dealer ID or Name. GlobalScan Admin Name: Enter name of GlobalScan Administrator. GlobalScan Admin Contact Email: Enter e-mail address for Administrator. GlobalScan Admin Contact Phone: Enter Administrator’s phone number. Region: Select from drop down menu (Asia, Europe or USA).

6. Once all the fields are entered and verified, click Submit.

Display reads…

7. Write down Your ActivationCode.

Important: The Activation Codemay exceed the length of thefield. Please be sure to writedown the entire field. Also, if youwish, select Click here to print (to print the page).

8. Select Click here to close window.

9. Return to the GlobalScan Server.

10. Click I have an Activation Code.

Display reads….

11. Enter Activation Code into field.Please verify accuracy beforeproceeding.


21

12. Click OK.

The screen will vary based on the CD Key version of GlobalScan in use…

Full Version Demo Version

Trial Version

13. Click Exit (lower right corner).

The GlobalScan software installation/activation process is complete!

Note: Review the information provided in the Appendix section of this guide.

If necessary, perform any additional procedures as indicated. Next, proceed to the GlobalScan Administrator’s Guide for the

instructions to use to properly create a Profile and configure theSystem Parameters. (Be certain to familiarize yourself with thecontents of the Appendix section of the Administrator’s Guide prior toconfiguration of the GlobalScan Server.)


22

UUppggrraaddee SSooffttwwaarree ((VVeerr.. 11..44 ttoo VVeerr.. 11..55))To upgrade a GlobalScan Server that is currently running Version 1.4 software to Version 1.5,proceed as follows…

Important: The following message is displayed if you try to upgrade GlobalScan Ver. 1.3 software to

Ver. 1.5.

Click OK. GlobalScan does not support upgrade from Ver. 1.3 to Ver. 1.5 directly.However, it is possible to upgrade a Ver. 1.3 installation of GlobalScan to Ver. 1.4 by usingMigration Tool (an authorized Ricoh service technician can access the Ver. 1.3 to Ver. 1.4migration instructions from the Ricoh TSC Web site). After that process is complete,upgrade to GlobalScan Ver. 1.5, as outlined below.

Refer to the next section, Migration Tool, for step-by-step instructions on how to export/import registry data from a PC running GlobalScan Ver. 1.4 to another PC running Ver. 1.5,or migrate data from a GlobalScan Ver. 1.5 Server to another GlobalScan Ver. 1.5 Server.The Migration Tool procedures allow you to preserve Profile data, as well as MFD andsystem settings when changing PCs.

1. On Desktop, double-click GSSetup.exe.

Display reads…

2. Click Yes.


23

Display reads…

3. Click Next.

Display reads…


24

If the screen at right appears, continue…

4. With “Yes, I want to restart my computernow.” radio button selected, click Finish.

The GlobalScan upgrade process iscomplete!


25

GGlloobbaallSSccaann MMiiggrraattiioonn TToooollFollow the procedures outlined below to export/import registry data from a PC runningGlobalScan Ver. 1.4 to another PC running Ver. 1.5, or migrate data from a GlobalScan Ver.1.5 Server to another GlobalScan Ver. 1.5 Server. Note: The registry data contains Profileinformation, as well as MFD and system settings.

Step 1: Launch Migration Tool UtilityThe Migration Tool utility is an executable program file located on your GlobalScan CD. Toexecute this program, locate and double-click MigrationTool_GS15.exe.

Step 2: Export GS Ver. 1.4 Data to File

1. Click Export to export the data.

Note: The data file name is XXXX.xml.

Display reads…

2. Type name of file and choose whereto save the file, e.g., drive A.

3. Click Save.

4. When status shows “ExportComplete,” files are generated. Youmay now close the Migration Toolwindow.

Step 3: Deactivate/Remove GS Ver. 1.4, Install/Activate GS Ver. 1.5, &Install Plug-ins (if applicable)

5. Deactivate GlobalScan Ver. 1.4. Refer to GlobalScan Ver. 1.4b Server SoftwareInstallation Guide, section titled Remove (Uninstall) GlobalScan, Section A or B.

6. Remove GlobalScan Ver. 1.4 from Control Panel. Refer to GlobalScan Ver. 1.4 ServerSoftware Installation Guide, section titled Remove (Uninstall) GlobalScan, Section C


26

7. Restart the PC.

8. Install/Activate GlobalScan Ver. 1.5 Server software. In this guide, refer to section titledNew GlobalScan Software Installation.

9. If applicable, install Plug-ins, e.g., RightFax and/or OCR. In this guide, refer to sectionstitled Install RightFax Plug-in (Option) and Install OCR Plug-in (Option).

Note: For general information on optional Plug-ins, refer to Appendix B of GlobalScanAdministrator’s Guide.

Step 4: Import GS Ver. 1.4 Data to Ver. 1.5On GlobalScan Server running Ver. 1.5 software, proceed as follows…

10. Run Migration Tool again. Click Start > Programs > GlobalScan Migration Tool folderto launch the program.

Display reads…

11. Choose Import to import data.

Note: The file name isXXXX.xml.

13. Locate/open data file you wish to import, i.e., file created in 2.

14. Click Close.

The GlobalScan migration process is complete!


27

Step 5: VerificationOpen GlobalScan Ver. 1.5 Admin Module (refer to GlobalScan Ver. 1.5 Administrator’s Guide,if necessary) and verify that all data are successfully imported.


28

IInnssttaallll RRiigghhttFFaaxx PPlluugg--iinn ((OOppttiioonn))To install the optional RightFax Plug-in (enabling fax-send functions), use the suppliedGlobalScan CD to run the RFsetup.exe inside the RightFax folder on the GlobalScan Server(procedure outlined below). In addition, install the “RightFax Client Application” software on theGlobalScan Server. Also create a RightFax Proxy User Account with administration privileges;do not integrate with Windows NT.

Note: The CD Key that comes with the purchase of GlobalScan may or may not include alicense for the optional RightFax Plug-in. If a license is included, it is possible to run theassociated setup.exe files provided on the GlobalScan CD.

Important: If you install the RightFax Plug-in without first purchasing and activating theassociated CD Key, it will be necessary to uninstall the Plug-in from the GlobalScanServer. Following removal of the Plug-in, the CD Key must first be activated. Afteractivation, the Plug-in setup.exe program can be run.

1. Insert GlobalScan Server Software CD into CD-ROM drive.


3. Double-click drive icon (containing CD), for example, D:

4. Open RightFax folder.

5. Double-click RFSetup.exe icon.Display reads…

6. Click Finish.

RightFax software has been successfullyinstalled. Please refer to the GlobalScanAdministrator’s Guide for instructions onhow to configure RightFax Proxy User IDand Proxy User Password.


29

IInnssttaallll OOCCRR PPlluugg--iinn ((OOppttiioonn))If you have purchased the optional OCR (Optical Character Recognition) Plug-in, follow Steps1 and 2 to install the software and Steps 3 and 4 to configure the application.

Note: The CD Key that comes with the purchase of GlobalScan may or may not include alicense for the optional OCR Plug-in. If a license is included, it is possible to run the associatedsetup.exe files provided on the GlobalScan CD.

Important: If you install the OCR Plug-in without first purchasing and activating theassociated CD Key, it will be necessary to uninstall the Plug-in from the GlobalScanServer. Following removal of the Plug-in, the CD Key must be activated. After activation,the Plug-in setup.exe program can be run.

Step 1: Run OCR Setup Wizard

1. Insert GlobalScan Server Software CD into CD-ROM drive.

2. From the Desktop, double-click My Computer.3. Double-click drive icon (containing CD), for example, D:4. Locate/open OCR folder, then double-click OCRSetup.exe icon.

Display reads…

5. Click Finish.


30

Step 2: Run OCR File Conversion ProgramThe procedure outlined below is the same, whether installing the OCR engine on the same PCas the GlobalScan Server software or a separate PC.

1. Insert GlobalScan OCR CD into CD-ROM drive.


3. Double-click drive icon (containing CD), for example, D:

4. Locate/open OCR Engine folder, then double-click ofc_setup.exe icon.

Display reads…

5. Click Next.


31

Display reads…(If this screen is notdisplayed, skip to step 8 below.)

6. Enter User Name and CompanyName.

7. Choose the default setting, anyonewho uses this computer (allusers).

8. Click Next.

Display reads, for example…

9. To install to this folder, click Next.(To install to a different folder, clickBrowse, select another folder, andclick OK. If this screen is notdisplayed, skip to step 12 below.)

Display reads…

10. Choose the default setting, Typical.

11. Click Next.


32

Display reads…

12. Select a Program Folder.

13. Click Next.

Display reads…

Review the displayed information.

To change any setting, clickback.

To start copying the files, clickNext.

Display reads…

14. Click Finish.


33

If the screen at right appears,continue…

15. Click OK (restart the computer).


34

Step 3: Configure OCR Monitor Program

1. For OCR processing, create a new folder on the local drive* of GlobalScan Server, e.g.,c:\OCR.

*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-onuser - on the PC that has OCR installed - must have permission to access and/orwrite files to this locally-created folder (item #1 above). To share this OCR folder,proceed as follows:

A. Locate the folder on your hard drive.

B. Highlight and right-click folder. Display reads…

C. Click Sharing…

Display reads…

D. Change the Permissions, if desired.E. Click OK.


35

2. Under the folder, created in item #1, create sub-folders, one for each OCR file format:Excel, PDF, PDFImageText, PDFText, RTF (5 total).

3. Locate and open OFC.exe (either on the same PC as GlobalScan or on another PC), i.e.,enter the path or Browse to, for example, c:\Program Files\OFC\OFC.exe.

Note: The OFC.exe is a module that monitors the OCR service and works in conjunctionwith GlobalScan to control how and when files are processed, stored and logged.

Display reads…

4. Enter/select the following:

A. In "Watch Folder Settings," clickBrowse and select the rootdirectory you established in item #1(previous page).

Note: If the OCR program is installed

on the same PC as GlobalScan,go to the local drive.

If the OCR program is installed on a separate PC, go to My Network Places >Entire Network and locate the computer and the folder created in item #1.


36

Display reads…

B. Return to the Watch Folder Settingsscreen.

C. Choose the Monitoring Interval: Sethow often you want to monitor thefolder.

D. Enter the Activation Server Page.

Path Format:

In the above example, “IPADDRESS” is the GlobalScan server IP. “GLOBALSCANROOT” is the extension Web server name in IIS. Note: Use http or https, as required.

Example A: Local Host Path (GlobalScan and OCR on same PC):

Example B: IP Address Path (GlobalScan and OCR on same or separate PC/s):

Note: If you wish, select the Start with Windows checkbox to monitor the folderwhenever you start the PC.

http://IPADDRESS/gs/api/APICheckOCRActivation.asp

http://63.74.225.120/gs/api/APICheckOCRActivation.asp

http://localhost/gs/api/APICheckOCRActivation.asp


37

5. Click on OCR Settings button.Under Export, map the sub-folders(created in item #2 above) to eachfile format.

Note: If scanning in Excel format,and you wish all pages to be in one.xls file, deselect “One Sheet PerExcel File” checkbox.

6. Click OK.

7. Click Log Settings button.

The display now reads…

8. Enter/select the following:

Log Folder: To locate a Logfolder either enter the path orBrowse.

Log Option: Select how often you want a new log file created and the storage path.

View Log File: Click to view contents of Log File. Click [X] to close window.

9. Click OK to close Log Settings screen.


38

10. Press Start to start the OCR engine.

11. If desired, minimize [ _ ] screen.

Important: Starting the OCR engine is not complete until after performing Step 4: Enter OCR

Format Root Directory within Profile, detailed in the next section. For best OCR results, it is recommended that the user select 300 or 400 dpi from

GlobalScan’s Scan Settings screen (displayed on MFD touch screen). Accuracy of OCR results will vary. For example, scanning a document to Excel may

shift columns of data and, therefore, does not result in an exact duplicate of theoriginal (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 GlobalScanUser’s Guide, Step 3: Scan-to-Folder, About Scan Settings and Step 6: Select ScanSettings for details.

Note: If an error messageappears, it may indicate theOCR Plug-in has not beenpurchased. In that event, theOCR File Conversionprogram will not run.


39

Step 4: Enter OCR Format Root Directory within Profile

1. Open Web Browser.

2. Enter GlobalScan Server IP Address or Computer Name, for example:

3. Press Enter or click Go. Note: If prompted to enter Administrator Password, pleasedo so and click Login button.

Display reads…

4. Click Manage Profiles on Admin Module Menu.


5. Click on Profile Name.

http://IP Address/gs


40

Display reads…

6. Click OCR.

Display reads…

7. Enter OCR Format RootFolder, e.g., C:\OCR.

Display reads…

8. Select desired Default FileFormat.

9. Click Update.

Note: To exit this screenwithout entering a RootFolder, click Cancel.


41

10. Go to Manage Plug-ins screen (shown below) and enable OCR by clicking on thecheckbox.

11. Click Update.

For additional information, please refer to the GlobalScan Adminstrator’s Guide.

Priority (1 to 9)represents the input/output sequenceduring the file conver-sion process. This,however, only plays arole when two or moreRender Plug-ins areinstalled.


42

RReemmoovvee ((UUnniinnssttaallll)) GGlloobbaallSSccaannThere are two or three steps in the uninstall process, depending upon whether or not theGlobalScan Server is running optional Plug-ins, for example, the RightFax and/or OCR Plug-in.If no Plug-ins are installed, follow Step 2 – 3. Otherwise, follow Steps 1 – 3.

Important: Please have your GlobalScan CD Key ready (CD Key is located on GlobalScan CDcase).

Step 1 – Remove Plug-in/s (if applicable)

Step 2 – A. Deactivate GlobalScan From Server With Internet Access orB. Deactivate GlobalScan From Server Without Internet Access

Step 3 – Remove GlobalScan Server Software (via Add/Remove Programs)

Note: Plug-in client software can be left installed; it doesn’t need to be removed to uninstallGlobalScan.

Step 1 – Remove Plug-in/sPrior to removing the GlobalScan software from your computer, first remove all optional Plug-ins, e.g., RightFax or OCR, if applicable.

1. Click Start > Settings > Control Panel > Add/Remove Program.

2. Select Plug-in. In the adjacent example,the RightFax Plug-in is selected.

3. Click Change/Remove button and followscreen prompts.

4. If necessary, repeat for additional Plug-ins,e.g., OCR.


43

Step 2 – Deactivate GlobalScan

A. Deactivate GlobalScan From Server With Internet Access

1. Open GlobalScan folder.

2. Click GSActivation icon.

If running full version of GlobalScan, the display will read…

If running a demo or trial version of GlobalScan Server, display reads, respectively…

Demo Version Trial Version


44

3. Click Remove GlobalScan.

Display reads…

4. Click Yes.

Display reads…

Important: Write down Removal Code.

5. Click Removal Web Page.

Display reads…

6. Enter GlobalScan CD Key(located on GlobalScan CD case)and Removal Code.

7. Click Submit.

The display varies based on the version of GlobalScan in use.

Full/Demo Version Trial Version


45

8. Select Click here to close window.

Display reads…

9. Click OK.

Display reads…

10. Click Exit.

The GlobalScan deactivationprocess is complete!


46

B. Deactivate GlobalScan From Server Without Internet AccessPlease have your GlobalScan CD Key ready (CD Key is located on GlobalScan CD case).

1. Open GlobalScan folder.

2. Click GSActivation icon.

Display reads…

3. Click Remove GlobalScan.

Display reads…

4. Click Yes.

Display reads…

5. Write down Removal Code.

6. Click Removal Web Page button.


47

If an error occurs, the display may appearas shown at right. Proceed with steps 7 -8, and continue. If no error occurs,proceed directly to step 9.

7. Close the “Action Canceled” page [X].

Display reads…

8. Click OK.

Display reads…

9. Go to a PC with Internet Access.

10. Open your Web browser and enter the GlobalScan removal URL:

http://63.74.224.100/Stopcopynet/Remove/gsR.htm

Display reads…

11. Enter GlobalScan CD Key (located onGlobalScan CD case) and RemovalCode.

12. Click Submit.


48

Display reads…

13. Select Click here to close Window.

Display reads...

14. Click Yes.

The GlobalScan deactivation process is complete!


49

Step 3 – Remove GlobalScan Server Software

1. Click Start > Settings > Control Panel > Add/Remove Program.

2. Select GlobalScan Software.

3. Click Remove button and follow screen prompts.

Note: If you attempt to remove theGlobalScan program without firstdeactivating, you are prompted to do so.If necessary, click OK and refer to Step2 – Deactivate GlobalScan. Thencontinue with Step 3 – RemoveGlobalScan Server Software.

4. Be sure to reboot the computer.

The GlobalScan removal process is complete!


50

AAppppeennddiixx


51

AAppppeennddiixx AA:: CCDDOO..ddllll IInnssttaallllaattiioonnWhen selecting Microsoft Exchange as the mail system to send Profile data*, CDO.dll(Collaborative Data Object) must be present on the GlobalScan Server. Following theprocedure outlined below will automatically place the required files on the GlobalScan server.

* Note: If necessary, refer to the GlobalScan Administrator’s Guide, section titled Global-Scan Admin Server Configuration, Step 3: Add/Edit/Delete a Profile, C. Enter/Edit E-mail Settings.

To install the CDO.dll file, proceed as follows…

1. Run Setup using Microsoft Outlook2000 install CD.

2. Select Customize.

Display reads…

3. Select Microsoft office folder. Ifnecessary browse to folder.

4. Click Next .

Display reads…

5. Click Collaboration Data Objects.


52

Display reads…

6. Select Run all from My Computer.

7. Click Install Now.

Display reads…

8. Click OK.


53

AAppppeennddiixx BB:: CChhaannggee JJoobb MMoonniittoorr PPrrooppeerrttyyWhen scanning to a Novell shared drive, and using Microsoft Exchange as the mail deliverysystem, the user specified in GlobalScan Job Monitor 2’s Service properties MUST be thesame as the user who logs onto the GlobalScan server. Also, when using Exchange as themail system, it is necessary to configure the Exchange Server and Mailbox settings inside theGlobalScan System Parameters screen (see GlobalScan Administrator’s Guide, GlobalScanAdmin Server Configuration Settings).

To change the Job Monitor Property, proceed as follows…

1. Click Start > Programs > Administrative Tools > Services.

2. Highlight, then right-click GlobalScan Job Monitor Service 2.

Display reads…

3. Select Properties.


4. Click Log On tab.

Display reads…


54

5. Click This Account and then browse.

Display reads…

6. Click Look in: drop-down .

Display reads…

7. Choose the domain.


8. Enter Connect as and Password fieldswith an account that allows you toconnect to the Domain.

Note: If possible, please use thedomain administrative account.

9. Select the appropriated Name, as shown...


55

10. Click OK. Then fill in the Password and

Confirm password, as shown...

11. Click OK.

12. Click OK.

13. Confirm setting.

###


56

AAppppeennddiixx CC:: SSmmaarrttDDeevviicceeMMoonniittoorr ffoorr CClliieenntt IInnssttaallllaattiioonnIn order to view real-time status and settings of connected devices (via the Manage MFDsscreen of the GlobalScan Admin Menu, shown below), you must install the SmartDevice-Monitor (SMD) for Client utility (Ver. 6.0.4.0) on the GlobalScan Server. Please have yourGlobalScan CD available.

1. Insert GlobalScan CD into CD-ROM drive.


3. Double-click drive icon (containing CD), for example, D:.

4. Open GlobalScan CD.

5. Double-click Setup.exe folder for SMD.

Display reads…

6. Click OK.

The Status column onlyappears if SDM for Client isinstalled on the GlobalScanServer. For details, pleaserefer to the GlobalScanAdministrator’s Guide, Step4: Manage MFDs.

If SDM for Client is installed,the Host Name columnbecomes READ ONLY --otherwise, it is an editablefield.


57

Display reads…

7. Click Unzip.

Display reads…

8. Click OK.

9. Close WinZip window [X].

10. Double-click folder containing unzipped files.


11. Click Disk1.

12. Click Setup.exe.


58

Display reads…

13. Choose language from drop-down menu.

14. Click OK.

Display reads…

15. Click Next.

Display reads…

16. Please read licensing agreement.

17. Click Yes to accept terms of agreement.


59

Display reads…

18. To install to this folder, click Next. To installto a different folder, click Browse, selectanother folder and click Next.

Display reads…

19. Click Yes.

Setup resumes…

20. Close window [X].

Display reads…

21. With “Yes, I want to restart mycomputer now.” radio button selected,click OK.

SmartDeviceMonitor for Client setup is complete.


60

AAppppeennddiixx DD:: LLiicceennssee UUppggrraaddeeThe GlobalScan Server can be upgraded to support a maximum of 100 multifunctionaldevices, so use this procedure if, for example, you initially purchased a 5 license CD key andwish to upgrade to 50 license CD Key. In addition, you will use this procedure if upgrading ademo room or 45-day trial version of GlobalScan, or you are adding the optional RightFax orOCR Plug-in.

With your current CD Key available, proceed as follows…

1. Within Windows Explorer, locate and double-click the GSActivation.exe file.

Display reads...

2. Click Upgrade GlobalScan.

Display reads...

3. Click Yes. Follow the next step thatapplies to your version of GlobalScan.

Display reads…

Write down Application Key.

4. Click either Code Activation Web Pageor I have an Activation Code.

If selecting I have an Activation Code, follow steps outlined in Step 3: ActivateGlobalScan, Section B – GlobalScan Activation on Server without InternetAccess.

If selecting Code Activation Web Page, please proceed with next step…


61

Display reads...

6. Enter Existing CD Key (see old CD label).

7. Enter New CD Key (see new CD label).

8. Fill in remaining fields. Note: All fields are required.

9. Click Submit.

Display reads, for example:

From step 12 on, the procedures apply to those without Internet Access on the GlobalScanServer.

10. Highlight and copy (Ctrl C) the Activation Code.

11. Click the “Activation Code” icon (on taskbar).

12. Paste (Ctrl V) the Activation Code onto the dialog box.


62

13. Click OK.

Display reads...

14. Click OK.

The GlobalScan license upgrade process is complete!

Important: To Deactivate GlobalScan, please refer to section titled Remove (Uninstall)GlobalScan. During deactivation, you must use the latest CD Key, for example, if youhave one CD key for a 5 MFP connection and upgrade to another CD Key with OCR, youmust use the CD Key with OCR to deactivate GlobalScan. It doesn’t matter how many CDkeys you’ve used; what’s important is that you use the very last. After successfuldeactivation call Technical Support in order to have your CD Key reprogrammed. ThenActivate GlobalScan with the reprogrammed CD Key.


63

AAppppeennddiixx EE:: GGlloobbaallSSccaann MMFFDD EErrrroorr CCooddeess

ErrorCode

MFDScreen Prompt Explanation Solution

101 Get profile failed. Please askadministrator for help.

Cannot get the profile fromserver.

Check the following:1. If the IP address of the GlobalScan Server

is entered correctly. If not, correct andreboot MFD.

2. If the IP address of the GlobalScan Serveris entered correctly, then check that theDNS entry is correct. If not, correct andreboot MFD.

3. If the IP address of the MFD and theGlobalScan Server are in the same Subnet.If not, correct the IP of the MFD and reboot.

4. If the Proxy setting is correct, if applicable.If not, correct and reboot MFD.

5. If the network connection is maintained. Ifnot, correct and reboot MFD.

6. If the IUSR and IWAM users for theGlobalScan Server match the computername of the PC. If not, create them.

102 Login failed. Try again. Incorrect user name orpassword has been entered.

Enter the correct user name and password.

103 Failed to downloadOrganization Unit. Try Again.

Cannot download OrganizationUnit from LDAP server.

Check the LDAP setting in the GlobalScanServer for the MFD.

104 Please logout first. Tried to go to another screenbefore logging out.

Press Logout button before switching.

105 Failed to download AddressBook.

Cannot download addressesfrom LDAP Server.

Check the LDAP setting in the GlobalScanServer for the MFD.

106 No email recipient. Pleaseselect email document.

Tried to send email withoutentering recipient.

Select the recipient from the Address Book, ormanually enter address.

107 Invalid proxy port number.Try Again.

The proxy port number enteredis not numeric.

Enter a numeric proxy port.

108 Account name is notspecified. Please enterdomain name.

For version 1.3 firmware only,the Domain, Tree or Contextname is not entered.

Enter the required data.

109 User name is not specified.Please enter user name.

The user name is not enteredfor authentication.

Enter the user name.

110 Please input at least 2characters.

When performing email addresslook-up by name (recipient), atleast two characters arerequired to perform searchfunction.

Enter at least two characters for searching.

111 GetEmailAddr() failed. TryAgain.

MFD can’t get the required XMLfile correctly.

Press OK and perform a second time to clear. Ifnot cleared, reboot the MFD.

112 GlobalScan Server has noresponse!

Cannot connect to theGlobalScan Server.

1. Check the GlobalScan Server IP address.2. Check the network connection.3. Check the server to see if GSMon (for

version 1.4) is running or the GlobalScanJob Monitor services (for version 1.5) isrunning.

113 Failed to get file systeminformation.

The file for GlobalScan is notfound.

Reboot the MFD.

114 Hard disk is getting full.Please wait for a while. If thiserror continues to happen,please reboot.

The space allocation for filestorage is almost full.

Wait for a while, then scan document again. Ifthis error continues to happen, reboot MFD.Note: If you power down the MFD at this time,all documents that have not been processedwill be lost.

115 No valid email addressavailable.

The email address is not valid. Enter the correct format for searching.


64

ErrorCode


116 Too many email recipients. Too many email recipientsselected.

Limit number of email recipients.

117 Invalid email address. The email address entered isnot valid.

Check the email address format. It should [email protected].

118 Invalid DNS IP. The entry is not in the IPaddress format.

Make sure the format is: xxx.xxx.xxx.xxx.

119 Invalid GlobalScan Server IP The address entered isincorrect.

Check the address entered.

120 Invalid GlobalScan Server IP.For name resolving, pleaseenter DNS IP.

The format is incorrect. Check the format.

121 Invalid Proxy IP. The address entry is not valid. Check the format.122 Invalid Proxy IP. For name

resolving, please enter DNSIP

The data entered is not valid. Check the format.

123 Machine Registration Failed.Max Number of MachinesExceeded. Please ContactAdministrator.

The max. number of MFDsregistered has been reached.Can’t connect any more.

Check the server to see if the number of MFDsconnected has reached the maximum specifiedin the CD key(s).

124 No valid email address/faxnumber available.

The entered search criteriareturns no result.

Check the search criteria.

125 No folder/email recipient/faxnumber. Please select afolder or email document orfax document.

The Start button has beenpressed without selecting afolder, fax number or e-mailaddress.

Select a folder, fax number or e-mail addressbefore pressing the Start button.

126 A filename cannot containany of the followingcharacters: \\/:*?\"<>|.

File contains invalidcharacter(s).

Remove invalid character(s).

127 No matches found. Return no matching value forsearch.

Change the search criteria and try again.

128 Get login page failed. Pleaseask administrator for help.

Can’t get the login page. Check the server. Reboot MFD if this continuesto happen.

129 Required login Info empty. The login information required isnot filled in.

Enter the required information.

130 Failed to download file formatlist.

Can’t download folder list. Reboot the MFD.

131 The number of customizedfields exceeds the limit.

Only two customized fields areallowed.

Contact Technical Support.

132 Server Returns Error WithoutReason.

Unexpected error is returnedfrom server.

Reboot MFD. If this problem continues, contactTechnical Support.

201 Scan failed. Try again. Can’t start scan. Reboot MFD. If this problem continues, contactTechnical Support.

202 Scan failed: paper jam. Tryagain.

Paper jam has occurred. Clear the paper jam and start scan again.

203 Cannot detect original size.Select scan size and resetoriginals. Scanning cancelled.

No document is in the ADF oron the platen glass for scanning.

Place a document in ADF or on platen glassand start scan.

204 Scan failed. Cannot createscan files.

Failed to create scan file. Reboot MFD. If this problem continues, contactTechnical Support.

205 Scan failed. Cannot get fileinfo.

Failed to get file informationabout the scanned document.


206 Scan failed. Cannot get pageinfo.

Failed to get page informationabout the scanned document.


207 Scan failed. Cannot open thepage.

Open page failed. Reboot MFD. If this problem continues, contactTechnical Support.

208 Scan failed. Cannot close thepage.

Close page failed. Reboot MFD. If this problem continues, contactTechnical Support.

209 Scan failed. Cannot deletethe page.

Delete page failed. Reboot MFD. If this problem continues, contactTechnical Support.

210 Scan failed. Cannot get workarea.

Failed to get the working area inthe MFD.



65

ErrorCode


211 Scan failed. Cannot write tohard disk. If this errorcontinues to happen, pleasereboot.

Can’t write to hard disk in MFD. Reboot MFD. If this problem continues, contactTechnical Support.

212 Scan failed. Failed to open ascan job.

Can’t open scanned documentfor further processing.


301 Upload failed. Failed to writeto hard disk. If this errorcontinues to happen, pleasereboot.

Can’t upload to server. Reboot MFD. If this problem continues, contactTechnical Support.

402 Get Folder failed. No folder information obtained. Reboot MFD. If this problem continues, contactTechnical Support.

403 Please select a folder toupload.

No folder is selected for uploadpurposes.

Select a folder.

404 There is no folder list. No folder information entered inServer.

Check with the server to see if there is anyfolder list created.

501 Getting Information fromServer failed.

Can’t get information aboutDatabase or DocBase or other.


502 Please Make a Selection. No value selected. Please select a value and try again.601 Getting Information from

Server failed.Failed to get information fromthe server about DocumentType or else.


602 Please Make a Selection. Did not select a value. Select a value.701 Getting Information from

Server Failed.Failed to get information aboutthe Index.


702 Required Field Cannot BeEmpty.

The required field is not filled in. Enter the required information.

703 Server Returns Error WithoutReason.

Unexpected error occurs whentrying to query the Index.


802 Get Srvc Info failed. Failed to get service informationfrom the GlobalScan Server.

Check the server setting and reboot MFD. Ifthis problem continues, please contactTechnical Support.

Error in JobLogs

Error. Can’t upload to the server. Check the communication between server andMFD. If this problem continues, reboot MFD. Ifnot resolved, contact Technical Support.

80040002 Error Loading XML fileGSJMServ2: Automationerror. Can’t enumerate anymore because the associateddata is missing

User has entered an ampersand(&) or less than (<) symbol in ane-mail subject, document nameor fax note.

Users should not enter an ampersand (&) orless than (<) symbol in an e-mail subject,document name or fax note field.


66

AAppppeennddiixx FF:: GGlloobbaallSSccaann SSeerrvveerr EErrrroorr CCooddeess

Error Code/Message Condition/SolutionRightFax: ActiveX Component can’tcreate object (Error Code: 1AD)

RightFax not installed. Install RightFax Plug-in.

RightFax: Proxy User User ID does not match with RightFax ID.ActivePFD: ActiveX Componentcan’t create object (Error Code:XXX)

ActivePDF is not installed. Install ActivePDF.

Novell library not found forNWDirLib.NWDirCtrl.1

Novell ActiveX Component not installed. Install OCX.exe file inNovell utility folder.

###

Ricoh Corporation, Five Dedrick Place, West Caldwell, NJ 07006Phone (973) 882-2000 www.ricoh-usa.com

8/04 Rev. 1.4

server software contents installation guide - ricoh

Documents