RICOH Streamline NX Install & Config Guide

© Copyright 2014

Streamline NX

Server Software I n s t a l lation & Configuration Guide

Complete Document Capture, Distribution & Output Management Solution

Copyright © Copyright 2014, Ricoh Company Ltd.

Trademarks • •

• • • • •

Adobe®, Acrobat®, Reader®, and PostScript® are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. Microsoft®, Windows®, Windows Vista®, Windows Server®, SQL Server®, Active Directory®, Excel® and Internet Explorer® are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Intel®, Xeon® and the Intel® logo are trademarks of Intel Corporation in the United States and other countries. Java is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. VMware and VMware ESX Server are registered trademarks or trademarks of VMware Inc. Firefox® is a registered trademark of the Mozilla Foundation. Other product names used herein are for identification purposes only and might be trademarks of their respective companies. We disclaim any and all rights to those marks.

Disclaimers •

• •

• •

To the maximum extent permitted by applicable law: − The supplier shall not be liable for the result of operation of this software or the use of this document. − The supplier shall not be liable to you for damages or loss of any document or data produced by using this software. − The supplier shall not be liable to you for any consequential, incidental or indirect damages (including, but not limited to, damages for loss of profits, business interruption or loss of business information, and the like) caused by failure of this software or loss of documents or data, nor for any other damages arising out of the use of this software, if the supplier has been advised of the possibility of such damages. Some illustrations or explanations in this guide may differ from your product due to improvement or change in the product. The content 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 Americas 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. No part of this document may be duplicated, replicated, reproduced in any form, modified or quoted without prior consent of the supplier. It is possible that any document or data stored in the computer will be damaged or lost by user error during operation or software error. Be sure to back up all important data beforehand. Important documents and data should always be copied or backed up. Documents and data can be lost because of malfunction or human error. Furthermore, the customer is responsible for protection measures against computer viruses, worms, and other harmful software.

Revision History Date Oct. 2013 Oct. 2013 Dec. 2013 Dec. 2013 Dec. 2013

SL-NX Component Version

ADM v2.2.1.0 AAM v2.2.0.0 SFM v2.2.1.0 SPM v2.2.1.0 RG v2.2.1.0

Source Ricoh Americas Corporation (RAC) Technology Center

Document Version Rev. 1 (Apr. 2014)

Contents of this document are subject to change without notice. Some illustrations or explanations in this guide may differ from your product due to enhancements or changes in the product. Adobe Acrobat or Adobe Reader is required to view PDF documents. Helpful Hint: When using internal hyperlinks in this PDF document, press [Alt] + [] to return to the page you were on.

Ricoh Solutions Support Help Desk: 1 (888) 424-1573

3

Contents

CONTENTS Preface................................................................................................................... 9 Guides for This Solution .................................................................................................................. 9 Acronym Reference ......................................................................................................................... 9

CHAPTER 1: ABOUT STREAMLINE NX .................................................................... 10 1.1 Introduction ............................................................................................................................ 10 1.2 Component Software Overview ............................................................................................ 10 1.3 Streamline NX Features, At-a-Glance .................................................................................... 12

CHAPTER 2: INSTALLATION PREREQUISITES ......................................................... 13 2.1 Server Requirements .............................................................................................................. 13 2.2 SQL Server Requirements ...................................................................................................... 14 2.3 System Capabilities & Server Sizing ....................................................................................... 15 Scenario A – Small Enterprise......................................................................................................... 15 Scenario B – Large Enterprise......................................................................................................... 15

2.4 Additional Installation Considerations .................................................................................. 17 2.5 SL-NX Workflow Summary, Step by Step .............................................................................. 21

CHAPTER 3: INSTALLING SERVER SOFTWARE (All steps are required) ................... 22 Step 1: Install SQL Server .............................................................................................................. 22 Enable SQL Server Protocols .......................................................................................................... 30 Start SQL Server Agent & SQL Server Browser ........................................................................ 31 Restart SQL Server ................................................................................................................... 31

Step 2: Download Zip Folder ......................................................................................................... 32 Step 3: Create Databases .............................................................................................................. 33 3.1 Administration Manager Database ......................................................................................... 34 3.2 Authentication and Accounting Manager Database ............................................................... 36 3.3 Secure Print Manager Database .............................................................................................. 38 3.4 Report Generator Database .................................................................................................... 41

Step 4: Install SL-NX Software Components................................................................................ 44 4.1 Administration Manager Installation ...................................................................................... 44 4.2 Authentication and Accounting Manager Installation ............................................................ 49 4.3 Scan and Fax Manager Installation (Optional Component) .................................................... 54 4.4 Secure Print Manager Installation (Optional Component)...................................................... 60 4.5 Report Generator Installation ................................................................................................. 65

Step 5: Start Services .................................................................................................................... 70 4 Streamline NX Server Software Installation & Configuration Guide

Contents Step 6: Activate Licenses .............................................................................................................. 72 ADM/AAM/RG Activation (Base License) ....................................................................................... 72 Restart ADM Windows Service ................................................................................................ 74 SPM Activation (Option License) .................................................................................................... 76 SFM Activation (Option License) .................................................................................................... 76 SFM Plugin Activation .............................................................................................................. 77 Checking Activation List.................................................................................................................. 82 License Activation/Deactivation Error Messages ........................................................................... 82

CHAPTER 4: CONFIGURING SERVER SOFTWARE (Asterisk [*] = required procedure] .... 84 Administration Manager ............................................................................................................... 85 Starting Administration Manager................................................................................................... 85 AdminTool Login ...................................................................................................................... 85 AdminTool Logout.................................................................................................................... 86 *Configure Authentication Profile ................................................................................................. 87

Step 7: Configure Devices.............................................................................................................. 90 Add a Discovery Setting.................................................................................................................. 91 *Add Devices .................................................................................................................................. 94 Edit Devices – Default & Custom Properties ........................................................................... 96 Delete Devices ......................................................................................................................... 98 Group Devices ................................................................................................................................ 99 Edit Device Groups................................................................................................................. 101 Delete Device Groups ............................................................................................................ 102 Add a Filter ................................................................................................................................... 103 Edit a Filter ............................................................................................................................. 104 Delete a Filter......................................................................................................................... 104 Export/Import Device Information............................................................................................... 105 Export Device Information ..................................................................................................... 105 Import Device Information .................................................................................................... 107 *Add Device Software (SDK) Applications.................................................................................... 109 Delete SDK Applications......................................................................................................... 111 *Add a Device Software Template ............................................................................................... 111 Edit a Device Software Template ........................................................................................... 114 Copy a Device Software Template ......................................................................................... 114 Delete a Device Software Template ...................................................................................... 115 *Add/Execute a Device Software Policy....................................................................................... 116 Edit a Device Software Policy................................................................................................. 119

5 Streamline NX Server Software Installation & Configuration Guide

Contents Delete a Device Software Policy ............................................................................................ 120 Add Schedule to Device Software Policy Setting ................................................................... 121 Edit a Schedule....................................................................................................................... 123 Delete a Schedule .................................................................................................................. 123 Executing a Policy Setting ...................................................................................................... 124 *Add a Device Preference Template ............................................................................................ 125 Edit a Device Preference Template........................................................................................ 127 Copying a Device Preference Template ................................................................................. 127 Export/Import a Device Preference Template....................................................................... 128 Delete a Device Preference Template ................................................................................... 129 *Add/Execute a Device Preference Policy ................................................................................... 130 Edit a Device Preference Policy ............................................................................................. 133 Delete a Device Preference Policy ......................................................................................... 133

Step 8: Configure Servers ........................................................................................................... 134 *Add Servers................................................................................................................................. 134 *Confirm ADM Connection to Servers................................................................................... 136 Edit Servers ............................................................................................................................ 139 Group Servers ........................................................................................................................ 139 Edit Server Groups ................................................................................................................. 141 Delete Server Groups ............................................................................................................. 141 Delete Servers ........................................................................................................................ 142 *Add a Server Preference Template ............................................................................................ 142 Edit a Server Preference Template ........................................................................................ 146 Copy a Server Preference Template ...................................................................................... 147 Export/Import a Server Preference Template ....................................................................... 148 Delete a Server Preference Template.................................................................................... 149 *Add/Execute a Server Preference Policy .................................................................................... 150 Edit a Server Preference Policy .............................................................................................. 152 Delete Server Preference Policy ............................................................................................ 153

Step 9: Configure SFM and SPM Servers for AAM .................................................................... 155 SPM Server Configuration ............................................................................................................ 155 SFM Server Configuration ............................................................................................................ 157 *Create SFM Profile...................................................................................................................... 159 Configure Scan to Folder........................................................................................................ 159 Configure Scan to Mail ........................................................................................................... 163

6 Streamline NX Server Software Installation & Configuration Guide

Contents Step 10: Configure Report Generator ........................................................................................ 167 *RG Database Connection............................................................................................................ 169 SQL Server 2012 Express Edition Setting ...................................................................................... 170 *AAM/ADM Synchronization ....................................................................................................... 170

Step 11: Install & Configure Print Drivers & Ports .................................................................... 174 *Download Universal Print Driver ................................................................................................ 174 Configure SL-NX SPM Port ............................................................................................................ 176 Configure SL-NX SPM Direct Port ................................................................................................. 179 Universal Print Driver Authentication Settings ............................................................................ 185 Configure SL-NX SPM External Port Settings ................................................................................ 186

Step 12: Test System .................................................................................................................. 190 Test Authentication ...................................................................................................................... 190 Manual Login ......................................................................................................................... 190 Card Login .............................................................................................................................. 192 Test Scanning................................................................................................................................ 193 Test Secure Print Release ............................................................................................................. 194 Test Report Generation ................................................................................................................ 195

Appendix A: Installation Restrictions ................................................................. 196 Administration Manager ............................................................................................................. 196 Accounting and Authentication Manager .................................................................................. 196 Scan and Fax Manager ................................................................................................................ 197 Secure Print Manager .................................................................................................................. 197 Report Generator ........................................................................................................................ 198

Appendix B: Configuring Windows Firewall ....................................................... 199 Appendix C: Enabling .NET Framework .............................................................. 202 Appendix D: Updating Microsoft SQL Server 2008 .............................................. 205 Appendix E: Enabling Flash Plugin for IE (on Win 2012) ..................................... 206 Appendix F: Configuring Proxy Server................................................................ 209 Appendix G: Managing Software Components .................................................. 210 Uninstall Software ....................................................................................................................... 210 Deactivate Licenses ...................................................................................................................... 210 Administration Manager Uninstall ............................................................................................... 212 Authentication and Accounting Manager Uninstall ..................................................................... 214 Scan and Fax Manager Uninstall .................................................................................................. 214

7 Streamline NX Server Software Installation & Configuration Guide

Contents Secure Print Manager Uninstall ................................................................................................... 215 Report Generator Uninstall .......................................................................................................... 217

Update Software ......................................................................................................................... 218 Procedure v2.1.2 to v2.2.0 ........................................................................................................... 218 Procedure v2.1.0 to v2.2.0 (Direct Update) ................................................................................. 219 Procedure v2.0.x to v2.2.0 (Direct Update).................................................................................. 220 Troubleshooting AAM-S ConvertTool .......................................................................................... 221 SFM v2.2.0 Barcode Engine Replacement .................................................................................... 222

Appendix H: Installing & Configuring AAM-LCS Failover Server ......................... 223 Step 1: Create AAM-LCS Database.............................................................................................. 223 Step 2: Install AAM Software ...................................................................................................... 226 Step 3: Configure AAM-LCS Windows Services .......................................................................... 230

Appendix I: Configuring SFM Failover Server ..................................................... 232 Secondary Delivery Server Workflow ......................................................................................... 232 Registering a Secondary Delivery Server .................................................................................... 232 When Using a Secondary Delivery Server .................................................................................... 234 Removing a Secondary Delivery Server ........................................................................................ 235 Making a Secondary Delivery Server the Primary Delivery Server............................................... 236

Appendix J: Managing Certificates & Private Keys ............................................. 237 Managing Site Certificates for RICOH Streamline NX Components .......................................... 237 Managing a Server Certificate for SFM....................................................................................... 238 Obtaining and Installing a Server Certificate ................................................................................ 239 IIS - SSL On/Off ............................................................................................................................. 243

Managing a Site Certificate for SFM ........................................................................................... 244 Importing a Site Certificate .......................................................................................................... 244

Managing Private Keys for SFM .................................................................................................. 245 Importing a Private Key ................................................................................................................ 245

Appendix K: Troubleshooting Checklist - Solutions ............................................ 246 Appendix L: Troubleshooting Logs .................................................................... 248 Download AAM/SPM Logs .......................................................................................................... 248 Download SFM Logs .................................................................................................................... 251

Appendix M: Glossary ........................................................................................ 253 Appendix N: Streamline NX Site Survey ............................................................. 254

8 Streamline NX Server Software Installation & Configuration Guide

Streamline NX Preface

The purpose of this document is to provide Ricoh Solution Analysts and customer IT professionals (herein called “system administrator”) with the instructions needed to successfully install and configure Streamline NX in single- and multiple-server environments. Please read all guides carefully before proceeding with deployment.

Guides for This Solution The following guides are available for RICOH Streamline NX: •

RICOH Streamline NX Server Software Installation & Configuration Guide (this document) – This guide explains how to perform a complete installation and configuration of SL-NX software, including database preparation, license activation, as well as device and server setup.

•

RICOH Streamline NX Administrator’s Guide – This guide explains how to manage and check status of Streamline NX devices and servers.

•

RICOH Streamline NX User’s Guide – This guide explains how to log in to a device, scan documents and manage print jobs.

•

RICOH Streamline NX Reports Generator Administrator’s Manual, User Manual, Reports Guide – These guides explain how to configure, generate and classify reports.

Acronym Reference Acronym

ADM AAM AAM-E AAM-S SFM SFM-E SFM-S SPM SPM-E SPM-S RG

Full Name

Administration Manager Authentication and Accounting Manager Authentication and Accounting Manager – Embedded Authentication and Accounting Manager – Server Scan and Fax Manager Scan and Fax Manager – Embedded Scan and Fax Manager – Server Secure Print Manager Secure Print Manager – Embedded Client Secure Print Manager – Server Report Generator

Note: Also see Appendix M: Glossary.

9 Streamline NX Server Software Installation & Configuration Guide

Streamline NX

1

About Streamline NX

ABOUT STREAMLINE NX 1.1 Introduction RICOH Streamline NX (herein called “SL-NX”) combines Print, Scan, Fax, Accounting and Device Management applications into one simple to use Enterprise Content Management (ECM) solution. With a unified interface, SL-NX helps both users and Administrators enhance business efficiency. Each function of SL-NX helps to reduce TCO, enhance security and ease administrative burden through advanced document capture, distribution and output management of large enterprise MFP/printer (device) fleets. Whether network devices are distributed geographically, or contained within one location, SL-NX offers powerful, centralized controls for user authentication, secure printing, flexible scanning, quota management, comprehensive reporting, and much more.

1.2 Component Software Overview As an integrated “all-in-one” solution, SL-NX combines five key software components (also called applications) in a single, convenient platform. This enables organizations of all sizes to manage and monitor document-related costs, device usage, sustainability and security more efficiently and effectively. •

Administration Manager (ADM) – Enables the Administrator to manage various SL-NX components, e.g., establish system settings, register and configure devices and servers, manage print jobs and logs, as well as access administrative tools within Authentication & Accounting Manager, Secure Print Manager and Scan & Print Manager.

•

Authentication and Accounting Manager (AAM) – Enables the Administrator to manage authentication settings for user login at the device (with embedded AAM), as well as track usage and costs by user, set limits and establish printing rules, e.g., color usage, duplex, page limits by device, user quota chargebacks, etc. 10

Streamline NX Server Software Installation & Configuration Guide

About Streamline NX •

Report Generator (RG) – Enables the Administrator to configure, generate and classify reports. For example, reports can be run based on information gathered from devices, such as device status, counter data, job logs, etc. Templates can also be used to automatically generate reports according to a pre-set schedule.

•

Scan and Fax Manager (SFM) – Enables the Administrator to manage settings that will route scanned documents (electronic files) from a device (with embedded SFM) to email addresses, network folders, fax servers, as well as Microsoft SharePoint and other line-of-business applications. Optional SFM Plugins Send to RightFax Send to DocumentMall • Send to MS Exchange • Send to FileNet • HotFolder

•

Barcode ZoneOCR • ZoneOCR for HotFolder • Send to SharePoint • Send to SharePoint (Enhanced)

•

•

•

•

Secure Print Manager (SPM) – Enables the Administrator to create a secure printing communication path between the SPM Server and device (with embedded SPM).

MFP User Interface – With Embedded SFM and SPM

Each of the five components runs as a service on a Windows server platform and may be installed on a single server or across multiple servers, if required. Each service runs within a Java Tomcat web instance, as a self-contained environment, and therefore requires no underlying web infrastructure to be in place prior to deployment. 11 Streamline NX Server Software Installation & Configuration Guide

About Streamline NX

1.3 Streamline NX Features, At-a-Glance Admin & Reporting

Accounting

Device Management

Authentication

Secure Printing

Scanning and Routing

Component Features

Functions (partial list) •

Scan to image file formats, e.g., TIFF, JPEG, PNG, DCX, DBP, GIF

•

PDF/A archival file format for electronic document storage

•

OCR with support for editable format, e.g., PDF, Word, Excel, Word Perfect

•

Auto-route incoming faxes

•

Optional integration with SharePoint

•

Optional integration with RightFax Server1

  

•

Optional linear and 2D barcode support1 128-bit encrypted transmission

•

Release confidential documents at the MFP with user ID/password

•

Held print jobs are encrypted

•

Authentication at the MFP by card, network log-in or pin

•

Card authentication with a wide range of proximity cards supported

•

Issued cards can manage user privileges

•

Device monitoring, total print meters, toner, paper levels, other basic function

•

Collect detailed meter, alert and status information

•

Batch configuration

•

Remote fleet management

•

Establish charge-backs

•

Set budgetary account limits

•

Pop-up messages provide notification to users

•

Set roles-based administrative levels

•

Establish printing rules to allow/restrict certain settings on devices

•

Manage user privileges

•

Access and audit job logs by user

•

2

1

Optional scan to HotFolder

•

1

1

    



     2 2 2 2       

Requires optional plugin. Ricoh devices.

12 Streamline NX Server Software Installation & Configuration Guide

SSttrreeaam mlliinnee N NXX

2

INSTALLATION PREREQUISITES

Prior to installation of SL-NX software components, please review the following requirements to ensure optimum operating conditions.

2.1 Server Requirements All five SL-NX components can be installed on one or more servers, with support for up to 5,000 devices – provided that the servers meet the following requirements: Administration Manager (ADM)

Specification

Authentication and Accounting Manager (AAM)

Report Generator (RG)

Intel Xeon Processor 5000 Series 3.0 GHz (2 core) or higher

CPU

16GB or more

Main Memory HDD

Scan and Fax Manager (SFM)

PC/AT Compatible

PC

Software Data Storage

Secure Print Manager (SPM)

600MB or more

600MB or more

600MB or more

1GB or more

600MB or more

1GB or more

2GB or more

250GB or more

2GB or more

1GB or more

1

Microsoft Windows Server 2008 Standard/Enterprise Edition SP2 [32-bit/64-bit (using WOW64])

Operating Systems

Microsoft Windows Server 2008 R2 Standard/Enterprise/Datacenter Edition SP1 (64-bit) Microsoft Windows Server 2012 Standard/Datacenter Edition (64-bit)

Monitor Resolution Web Server Database Engine

1024 x 768 pixels or more 2

Built-in (Jetty) SQL Server 2008 & 2008 R2 Standard/Enterprise Editions 3

SQL Server 2012 Standard/Enterprise/Express Editions

Not Used

Same as ADM/AAM/SPM

VMWare ESXi Server 4.0/5.0/5.1.0

Virtual Environment

Microsoft Windows 2008 Hyper-V 1.0 & 2008 R2 Hyper-V 2.0 Microsoft Windows Server 2012 Hyper-V

Authentication Environments 1 2 3

Active Directory (Kerberos), LDAP v3 (AD and other), and local user accounts

Excluding database storage. SFM supports both Jetty and Microsoft IIS web servers. If using Microsoft SQL Server 2012 Express Edition, see 2.4 Additional Installation Considerations.

Note: • For VMWare, be aware that insufficient virtual memory may prevent application startup. • RG requires that JavaScript and cookie settings are enabled within web browser.

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Installation Prerequisites

2.2 SQL Server Requirements SL-NX requires access to a Microsoft SQL Server, in order to store and retrieve data from the databases. SQL Server software can be installed on the same server that will run SL-NX (locally-installed) or a remote SQL Server. Existing SQL infrastructures are supported.

Important: •

•

• • • •

During the first installation of SQL Server 2008/2012, the "Named instance" (StreamlineNX) needs to be created, which provides dedicated space for SL-NX data. You must create a named instance, because the default SQL instance is not supported by SL-NX components. Note : If SQL Server is currently installed, without the "Named instance,” you must run the SQL Server installer again, to create the named instance (StreamlineNX). When SL-NX is installed on multiple servers, SQL Server must be available (locally or remotely) for: − ADM Server − AAM Server − SPM Server − RG Server SL-NX does not support the database mirroring capabilities of SQL Server 2008/2012. Install the correct database version for the server architecture (e.g., x64 vs. x86). For supported SQL Server versions, see 2.1 Server Requirements. For SQL Server 2012 hardware and software requirements, go to http://msdn.microsoft.com/enus/library/ms143506.aspx.

Sample Database Structures (v2.2.0 or later) Database

Description

Single Server

Structure

Each SL-NX component, database and database instance shares the same server (physical or virtual).

Database Instance Database

Remote Database Server

The database and database instances exist on a single remote database server, separate from SL-NX components, which can be on the same or separate servers.

Individual Servers

Each SL-NX component has its own server, database and database instance.

14 Streamline NX Server Software Installation & Configuration Guide

Installation Prerequisites

2.3 System Capabilities & Server Sizing Streamline NX is a powerful, fully-scalable solution. As such, many factors need to be taken into account prior to installation. This includes gathering information from disparate parts of the organization (see Streamline NX Site Survey). This will ensure that the design maximizes system performance, while aligning with key business objectives, including optimization of document workflow, productivity, security and return on investment. To give you a general idea about the number of servers and bandwidth required to support potential load, please review the following two scenarios:

Scenario A – Small Enterprise A customer with 1,000 employees and 100 devices has Copy, Print and Scan volumes of 50K, 200K and 100K, respectively. With only 10% of print jobs sent directly to devices, 90% are processed through a server. Further, 75% of all scanning requires OCR, with conversion to PDF. Based on these Input Values (in yellow), the Streamline NX Calculation Sheet indicates the Estimated Calculation (in turquoise), with required daily bandwidth and annual database sizes of approximately 1.5GB and 3.2GB, respectively. Input Values Number of Users

Number of Devices

1000

100

Total Copy/Print/Scan Volume (Pages per Month)

Estimated Calculation (Result) Percentage of Serverless Printing (Direct Print)

Percentage of Scan Jobs OCR’d

Total Bandwidth daily

Total DB Size Annually

Number of SPM Server(s) w/o Failover Server(s)

Number of SFM Server(s) w/o Failover Server(s)

10%

75%

1544MB

3184MB

1

1

Copy = 50,000 Print = 200,000 Scan = 100,000

Number of Jobs per Minute per Server

SFM Non OCR Jobs=0.79 SFM OCR Jobs =2.35 SPM Jobs =2.68

Source : Streamline NX Calculation Sheet The key result from the Estimated Calculation is the number of servers needed for this installation – 1 server for Secure Print Manager (SPM) and 1 server for Scan and Fax Manager (SFM), without failover. The SFM Server can process .79 and 2.35 jobs per minute, for non-OCR and OCR scans, respectively, while the SPM Server can process almost 3 jobs per minute. Should the customer need processing times greater than these estimated values, additional servers are required.

Scenario B – Large Enterprise A customer with 50,000 employees and 5,000 devices has Copy, Print and Scan volumes of 2.5M, 10M and 2M, respectively. 75% of all print jobs are sent directly to devices, so 25% are processed through a server. Only 10% of scanning requires OCR, with conversion to PDF.

15 Streamline NX Server Software Installation & Configuration Guide

Installation Prerequisites Based on these Input Values (in yellow), the Streamline NX Calculation Sheet indicates the Estimated Calculation (in turquoise), with required daily bandwidth and annual database sizes of approximately 37GB and 125GB, respectively. Input Values

Estimated Calculation (Result)

Number of Users

Number of Devices

Total Copy/Print/Scan Volume (Pages per Month)

Percentage of Serverless Printing (Direct Print)

Percentage of Scan Jobs OCR’d

Total Bandwidth daily

Total DB Size Annually

Number of SPM Server(s) w/o Failover Server(s)

Number of SFM Server(s) w/o Failover Server(s)

50,000

5,000

Copy = 2,500,000 Print = 10,000,000 Scan = 2,000,000

75%

10%

36832MB

125296MB

2

6

Number of Jobs per Minute per Server

SFM Non OCR Jobs=9.38 SFM OCR Jobs =1.05 SPM Jobs =18.56

Source : Streamline NX Calculation Sheet The key result from the Estimated Calculation is the number of servers needed for this installation – 2 servers for Secure Print Manager (SPM) and 6 servers for Scan and Fax Manager (SFM), without failover. The SFM Server can process 9.38 and 1.05 jobs per minute, for non-OCR and OCR scans, respectively, while the SPM Server can process over 18 jobs per minute. Should the customer need processing speeds greater than these estimated values, additional servers are required.

Important: •

• •

As the complexity of the workflow increases (OCR, PDF, High Compression, Archiving), the time taken to complete a transaction increases, as does the server load. Typically, Ricoh recommends a maximum of 500 devices per SFM Server. For the purposes of calculating network impact for scanning, a single page scanned at 300dpi, in full color, to non-searchable PDF will produce a payload of 307KB. Typically, for best performance SFM should be implemented with a single-core processor and configured using the native load-balancing architecture built into the product.

Note: •

•

Ricoh Solution Consultant – The Streamline NX Calculation Sheet (XLS) is available to help determine the number of servers and bandwidth required to support potential load. For details on server sizing, also refer to the Streamline NX Planning & Deployment Guide (PDF). Both are posted on the TSRC website as KnowledgeBase Answer ID 172932/FAQ ID 172856. Ricoh Customer – If you need additional information, including a detailed breakdown of system requirement based on your specific environment, please contact your Ricoh Solution Consultant.

16 Streamline NX Server Software Installation & Configuration Guide

Installation Prerequisites

2.4 Additional Installation Considerations To follow are other important considerations when deploying SL-NX. Topic

Description

Network Bandwidth Network bandwidth must be ensured to allow adequate performance for authentication and print job transfer. Any implementation of Quality of Service (QoS) on the network must not force printing to a low priority, if performance is to be maintained. See 2.3 System Capabilities & Server Sizing. Firewall Settings Always apply firewall exceptions to the ports used by SL-NX. If exceptions are improperly configured, devices won’t be able to connect to individual components. For details, see Appendix B: Configuring Windows Firewall. Failover

• •

If you want to use the Local Cache Server function of AAM, see Appendix H: Installing & Configuring AAM-LCS Failover Server. If you want to use the failover functions for Scan and Fax Manager, see Appendix I: Configuring SFM Failover Server.

Security Update If you installed security update 956572 on the server, please install security update 971812 before SL-NX installation. White Paper An extensive library of Security and Performance White Papers are available through the TSRC website. Server Structure SL-NX can be installed on a single server or multiple servers. With multiple servers, AAM/SPM/SFM servers can be used, with a mix of remote and local databases. ADM and RG, however, must be only one per SL-NX component structure. See Sample Database Structures. Server Sizing See 2.3 System Capabilities & Server Sizing. Operating System

• • •

SQL Database

•

• • • •

Currently, 64-bit installation is supported for Windows 2008 R2 and Windows 2012. During SL-NX software component installation, 64-bit installation is automatically selected for AAM and SPM, while 64-bit is selected manually for ADM, SFM and RG. For all other OS (e.g., even Windows 2008 64-bit), the 64-bit installation option is disabled. For SL-NX v2.2 or later, RG can use the same database instance as ADM/AAM/SPM database. It is strongly recommended to use the same database instance between RG and ADM/AAM/SPM. ADM, AAM, SPM and RG Databases cannot use the Microsoft SQL Server’s default instance; a named instance must be created, e.g., StreamlineNX. Remote SQL database creation is not supported, i.e., Create Database procedures must be executed directly on the server that will host the database. SQL Server 2008 R2 requires Microsoft .NET Framework. See Appendix C: Enabling .NET Framework. When using SQL Server 2012 Express Edition, additional rules apply: − RG Server and RG Database must be installed on the same physical server; RG cannot use Express Edition as a remote database.

17 Streamline NX Server Software Installation & Configuration Guide

Installation Prerequisites − Before installation of RG, Windows scheduler service must be running. − RG service requires Administrator rights in order to configure the Microsoft

Windows scheduler service.

− The total amount of data that can be stored is 10GB. •

The database instance used by RG can also be used by ADM and AAM.

Note: For details on instance names, access the following URL: http://msdn.microsoft.com/en-us/library/ms143531(SQL.90).aspx For details on database names, access the following URL: http://msdn.microsoft.com/en-us/library/ms175874(SQL.90).aspx SQL Server Agent

• •

SQL Server Agent is required when SQL Server Enterprise/Standard Edition is used. RG needs SQL Server Agent service to be running on ADM and AAM Database Servers.

SQL Server Browser SQL Server Browser must be enabled (it is disabled by default). SL-NX Web Browser

•

•

The browser used to access SL-NX Administration Manager must have Flash installed. Note: Flash support can come from three sources. If running Windows 2008, install the Flash Player that comes with SL-NX or download the software from Adobe’s website. If running Windows 2012, enable Windows Desktop Experience. For details on Desktop Experience, see Appendix E: Enabling Flash Plugin for IE (on Win 2012). Add the SL-NX URL as a trusted site, from [Control Panel] > [Internet Options].

Internet Explorer 11 If using IE 11, “Protected Mode” must be unchecked in [Internet Options]. Otherwise Web Browser the ADM, AAM, SPM and/or SFM web pages won’t display. For details, see IE 11 Protected Mode. Web Server Port When installing SL-NX software on the same server, you must use a different Numbers HTTP/HTTPS port number for each application. Component and recommended port numbers are as follows: Component Port Number (HTTP/HTTPS) ADM

8080/8443

AAM

8081/8444

SFM

8082/8445

SPM

8083/8446

RG

8084/8447

Note: If the above ports are used, then the resulting server URLs will be consistent, for example: • ADM: http://:8080/main/AdminTool.html • AAM: http://:8081/aam-s • SFM: http://:8082/sfm • SPM: http://:8083/spm-s • RG: http://:8084/rg/login Important: See Firewall Settings, above. Database Migration Though SL-NX server instances are similar to existing solutions, migration from those products is not supported. Microsoft DTC If RG Server is deployed on a server other than AAM and Administration Manager databases, the DTC service (Distributed Transaction Coordinator) must be running on

18 Streamline NX Server Software Installation & Configuration Guide

Installation Prerequisites Service (MSDTC) all AAM Database, ADM Database and RG Database Servers. Web Server Type SL-NX’s Scan and Fax Manager component supports both Jetty and Microsoft Internet Information Services (IIS) web servers1. All other components run on Jetty only. If IIS will be used for SFM, you must set up IIS on the server before installing SFM software. Secure Sockets Layer When using SSL, a certificate is required for ADM and SFM. Certificates are pre(SSL) installed for AAM and SPM, which can be changed through Certificate Management. See Appendix J: Managing Certificates & Private Keys. SL-NX Software SL-NX Software & Installing RICOH solution consultants should check the TSRC website for the latest SLDocumentation NX software, update and related documentation. Software Download For installing technicians, it is highly recommended that the zip folder download (e.g., thumb drive) takes place before arrival at customer site. Access Privileges To install SL-NX software, you must have local Administrator rights. If User Account Control (UAC) is enabled, “Run as administrator” must be used; right-click .exe file, and then click “Run as administrator.” Installation For Windows 2008 or later, it is recommended that you install using the “Run as administrator” option (see above). Authentication Type

•

Pre-determine the mode to use for connecting to SQL: Mixed Mode or Windows Authentication, as this mode must be the same for ADM, AAM and RG Databases. − If you are using SQL Server Authentication, the Authentication Type must be set to Mixed Mode. − If you are using Windows Authentication, note the following:  The database is accessed by the specified user account; the user must have database read/write privileges.  The components must be installed by this user. If the installing user does not have the appropriate privileges, installation will fail; display reads, “It failed in the connection to the Database.”  Streamline NX services should be configured to start automatically and use the specified Windows account.

Default Languages

•

The SL-NX installation program using the default language of the server’s operating system. If the operating system language is not supported, English is used. The Create DataBase launch and settings screens are displayed in English only; ReadMe file is displayed in English or Japanese, depending on the software in use.

•

SL-NX Service After installing SL-NX components, confirm that Windows and SQL services are Startup running. For details, see Chapter 3, Step 5: Start Services. License Activation There are four different types of SL-NX product keys, all of which require activation. 1. ADM/AAM/RG (standard base product key) 2. SPM product key (optional) 3. SFM product key (optional) 4. SFM plugin product keys (optional) Note: For details, see Chapter 3, Step 6: Activate Licenses.

19 Streamline NX Server Software Installation & Configuration Guide

Installation Prerequisites Installation Error If any of the following conditions exist, an error message will appear when attempting Conditions to install the SL-NX software: • A current logged-in user does not have administrative authority. • Other installed SL-NX software is currently running on the computer. • The operating system is not supported. If the operating system check screen appears, the operating system on which you are attempting to install SL-NX software is not supported. • If you don’t accept terms of licensing agreement, installation cannot proceed. Hardware Supported MFPs See TSRC website for the latest information on supported RICOH MFP models. Also, the SL-NX SDK application must be installed on each device. Also, check that each device is running the correct Java version. Printer Driver Install supported printer drivers on the same servers as are running SPM Server, and Install & Distribution distribute. Note: For details, refer to RICOH Streamline NX Administrator’s Guide. 1

SFM supports IIS only.

Important: •

Also see Appendix N: Streamline NX Site Survey.

20 Streamline NX Server Software Installation & Configuration Guide

Installation Prerequisites

2.5 SL-NX Workflow Summary, Step by Step Helpful Hint: Within this PDF document, search by the asterisk symbol (*) to locate required procedures. With the exception of character usage, this will quickly locate the steps that are required in order to install and configure Streamline NX.

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Installing Server Software

Streamline NX

3

INSTALLING SERVER SOFTWARE (All steps are required)

Prior to installing the SL-NX software, Microsoft SQL Server must be installed and configured. You will then download the SL-NX zip folder to the server HDD. Next, you will create databases for ADM, AAM, SPM and RG components, using the SL-NX installer. After the databases are created, the SL-NX software can be installed, started and activated.

Important: •

After successful installation of SL-NX, you must configure each SL-NX components to communicate with one another and the MFP/printer installed base. For details, see CHAPTER 4: CONFIGURING SERVER SOFTWARE.

Step 1: Install SQL Server This section explains how to install Microsoft SQL Server 2012. For information on installation of SQL Server 2008, refer to the Microsoft website.

Important: •

•

• •

During the first installation of SQL Server 2012, the "Named instance" (StreamlineNX) needs to be created, which provides dedicated space for SL-NX data. You must create a named instance, because the default SQL instance is not supported by SL-NX components. Note : If SQL Server is currently installed, without the "Named instance,” you must run the SQL Server installer again, to create the named instance (StreamlineNX). When SL-NX is installed on multiple servers, SQL Server must be available (locally or remotely) for: − ADM Server − AAM Server − SPM Server − Report Generator SL-NX does not support the database mirroring capabilities of SQL Server 2012 or SQL Server 2008. If using SQL Server 2012 Express Edition, SQL Server Browser is disabled by default. The browser must be enabled. When using SQL Server 2012 Express Edition, additional rules apply: − RG Server and RG Database must be on the same physical server. − Before installation of RG, Windows scheduler service must be running. − RG service requires Administrator rights in order to configure the Microsoft Windows scheduler service. 22 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software • • •

Install the correct database version for the server architecture (e.g., x64 vs. x86). For SQL Server version support, see 2.1 Server Requirements. For SQL Server 2012 hardware and software requirements, go to http://msdn.microsoft.com/enus/library/ms143506.aspx.

SQL Server Service Accounts: • The domain user created as the Log On user for the SQL services does not have to be a local admin of the server. • If it is a regular user, the user has to be given full control on the SQL server directory, C:\Program Files\Microsoft SQL Server. • The domain user created as the Log On user for the SL-NX services does not have to be a local admin of the server. • If it is a regular user, the user has to be given full control on the Streamline NX directory, C:\Program Files\Streamline NX. To install and configure SQL Server 2012, proceed as follows: 1. Insert SQL Server installation media. 2. From root folder, right-click [Setup.exe], and select [Run as administrator].

Important: •

If prompted that .NET Framework is needed, see Appendix C: Enable .NET Framework.

3. Click [New SQL Server stand-alone…].

23 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 4. Click [OK].

5. Specify SQL Server 2012 edition to install, and then click [Next >].

6. Read licence agreement, select I accept the license terms checkbox, and then click [Next >].

24 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 7. On Product Updates screen, the latest available SQL Server updates are displayed. It is recommended that [Include SQL Server product updates] remains enabled. 8. Click [Next >].

Download of SQL Server Setup files begins…

9. Check Setup Support Rules for any conditions that must be addressed, and then click [Next >].

25 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 10. With [SQL Server Feature Installation] selected, click [Next >].

11. Select the following SQL Features: • Instance Features  Database Engine Services • Shared Features  Client Tools Connectivity  Client Tools SDK  Management Tools – Basic  Management Tools – Complete 12. Click [Next >].

13. On the Installation Rules screen, Setup verifies the system state before continuing. Click [Next >].

26 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 14. For [Named instance], type StreamlineNX.

Important: •

Be sure to create a named instance; the default instance is not supported for some components.

15. For Instance ID, type StreamlineNX. 16. Click [Next >].

17. Review Disk Usage Summary, which calculates the required disk space for the features, and then click [Next >].

18. Click [Next >].

Note : •

All Startup Types should be set to [Automatic].

27 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 19. Select [Mixed Mode (SQL Server authentication and Windows authentication)]. 20. Specify at least one SQL Server system administrator. 21. Enter password for the system administration (sa) account. Re-enter to confirm. 22. Click [Next >].

23. You can choose to send information to Microsoft that will help improve SQL Server. By default, the checkbox is enabled. 24. Click [Next >].

25. Click [Next >].

Note : •

The System Configuration Checker will run one more set of rules to validate your computer configuration with the SQL Server features that you have specified.

28 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 26. Click [Install].

Note : •

•

•

The Ready to Install page shows a tree view of installation options that were specified during Setup. SQL Server Setup will first install the required prerequisites for the selected features followed by the feature installation. During installation, the Installation Progress page provides status so that you can monitor installation progress as Setup continues.

29 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 27. To complete the installation process, click [Close].

The installation of Microsoft SQL Server 2012 is complete! Next, enable SQL Server protocols…

Enable SQL Server Protocols To finish your SQL Server installation, you must enable protocols for SL-NX. SQL Server Agent must also be running. Then, you’ll restart SQL Server Services. 1. Open SQL Server Configuration Manager.

Note : •

For SQL Server 2008, click [Start] > [All Programs] > [Microsoft SQL Server 2008] > [Configuration Tools], and then click [SQL Server Configuration Manager].

2. In the console pane, expand [SQL Server Network Configuration], and then click [Protocols for STREAMLINENX]. 3. Right-click [Named Pipes], and then click [Enable]. 4. Right-click [TCP/IP], and then click [Enable].

30 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software Start SQL Server Agent & SQL Server Browser SQL Server Agent (StreamlineNX) and SQL Server Browser must be running… Continuing from previous page… 5. In the console pane, select [SQL Server Services]. 6. If stopped, right-click and select [Start].

Restart SQL Server In order to enable specified protocols, the SQL Server (STREAMLINENX) must restart… Continuing from above… 7. Right-click [SQL Server (STREAMLINENX)], and then click [Restart].

Please continue with Step 2…

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Installing Server Software

Step 2: Download Zip Folder 1. Download the SL-NX zip folder from the Ricoh Technology Resource Center website (http://tsrc.ricoh-usa.com). After login, click [Solutions] > [Streamline NX]. Follow prompts.

Important: •

Due to the time required for download, you should perform this step prior to visiting the customer site.

2. Extract SL-NX zip folder to target folder.

3. To launch SL-NX installer, double-click [RDLaunch.exe].

Please continue with Step 3… 32 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software

Step 3: Create Databases SL-NX requires four databases, one each for ADM, AAM, SPM and RG.

Important: •

If you prefer to create a database, and then install the associated component software, click on the link (within this PDF file), which appears at the end of each set of instructions. This will take you directly to the associated procedures.

Note : • • • • • •

•

• • •

SL-NX v2.2 or later supports a single named database instance for ADM, AAM, SPM and RG. ADM/AAM/SPM/RG cannot use the default instance name; a unique database named instance must be created. During SL-NX component installation, you will be required to enter the Microsoft SQL Server address and instance name you created when installing the database. For details, see 2.2 SQL Server Requirements. The SL-NX databases must be created using the same version and edition of Microsoft SQL Server. Remote SQL database creation is not supported, i.e., Create Database procedures must be executed directly on the server that will host the database. A remote database cannot be used for Report Generator. The RG component and the database must be installed on the same server. If running in a VM environment, this means running on the same VMware machine. Pre-determine the mode to use for connecting to SQL: SQL Authentication Mode or Windows Authentication, as this mode must be the same for ADM, AAM and RG Databases. If you use SQL Server Authentication, the Authentication Mode must be set to Mixed Mode. The time required for the software to create a database depends on server specifications. RG Server must have access to the ADM and AAM Database. If using Microsoft SQL Server Express Edition, the total amount of data that can be stored is limited to 10GB. Additional rules apply when using SQL Server 2012 Express Edition: − RG Server and RG Database must be on the same physical server. − Before installation of RG, Windows scheduler service must be running. − RG service requires Administrator rights in order to configure Microsoft Windows scheduler service. SL-NX Component Administration Manager Authentication and Accounting Manager Scan and Fax Manager Secure Print Manager Report Generator

Database Instance Name

Database Name

StreamlineNX

ADM

StreamlineNX

AAM (Not used)

StreamlineNX

SPM

StreamlineNX

RG

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Installing Server Software

3.1 Administration Manager Database The ADM Database stores data for device administration and solution configuration, including: Device mappings (associations to groups, locations, departments, etc.). Notification settings for device alerting (error, supplies, etc.). Server management settings for all servers under its control (AAM, SFM, and SPM). Templates and Profiles for configuring all servers under its control (AAM, SFM, and SPM). Templates and Profiles for deploying software and firmware updates to all devices under its control. Templates and Profiles for configuring, managing, and monitoring all devices under its control.

• • • • • •

This database is critical; should it become corrupted or lost completely then all Profiles, Templates, notifications and alerts, and device mappings would need to be re-created. Consideration should be given to providing a high availability configuration for this database in critical environments.

Important:

The supported SQL Server must be installed and set up. When connecting to a database using Windows authentication, a user must also have appropriate access rights and execute permission for the database. If the Administration Manager uses the same database server as other products, specify a different database name from that of other products. You can specify a database on a server other than the one with Administration Manager installed. Also see Appendix A: Installation Restrictions.

• • • •

•

To create the ADM Database, proceed as follows: 1. On SQL Server, launch SL-NX. 2. Click [Administration Manager].

Note : •

The Home screen default language is determined by the computer’s Operating System.

3. Click [Create DataBase].

34 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 4. Press [Enter] to apply the default named instance value: StreamlineNX.

5. Type database name, and press [Enter], or press [Enter] to apply default database name: ADM .

Note : •

If ADM uses the same database instance as other products, specify a different database name from that of other products.

6. Press any key to continue.

7. Click [Close].

Creation of Administration Manager database is complete! Please continue with creation of AAM Database...

Note : •

If you prefer to install ADM software next, go to 4.1 Administration Manager Installation. 35 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software

3.2 Authentication and Accounting Manager Database The AAM Database stores data for authentication and accounting, including: • • • • •

Username Card ID’s Pin codes, when used Encrypted user password Audit data (for all copy, print, scan, and fax transactions for reporting)

Important: • •

•

The supported SQL Server must be installed and set up. If the primary AAM Server software has been installed, and the AAM Database has been created, you can configure a secondary AAM-LCS (Local Cache Server) database to provide failover services, in the event that the primary AAM or AD/LDAP servers are unavailable. For details, see Appendix H: Installing & Configuring AAM-LCS Failover Server. Also see Appendix A: Installation Restrictions.

To create the AAM Database, proceed as follows: 1. On SQL Server, launch SL-NX, if necessary. 2. Click [Authentication and Accounting Manager].

3. Click [Create DataBase].

36 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 4. Type “1” to create new AAM Database, and then press [Enter].

5. Type instance name, and press [Enter], or press [Enter] to apply default instance value: StreamlineNX.

6. Type database name, and press [Enter], or press [Enter] to apply default database name: AAM . Wait a moment…

7. Press any key to continue.

37 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 8. Click [Close].

Creation of Authentication and Accounting Manager database is complete! Please continue with creation of SPM database…

Note : •

If you prefer to install AAM software next, go to 4.2 Authentication and Accounting Manager Installation.

3.3 Secure Print Manager Database The SPM database provides storage for transactional print job data. When a user prints a document to an SPM Server the details of that job (spool folder location, job name, username, job details, time received, etc.) are written to the database. If a user releases the job, the audit data of the job is uploaded to the AAM Database and the local copy deleted. If the job expires, and is deleted, the job data is also deleted.

Important: • • •

The supported SQL Server must be installed and set up. You can specify a database on a server other than the one with SPM installed. Also see Appendix A: Installation Restrictions.

To create the SPM Database, proceed as follows: 1. On SQL Server, launch SL-NX, if necessary. 2. Click [Secure Print Manager].

38 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 3. Click [Create DataBase].

4. Type “1”, and then press [Enter].

5. Type instance name, and press [Enter], or press [Enter] to apply default instance value: StreamlineNX.

Note : •

Either Default Instance or Named Instance can be used.

6. Type database name, and press [Enter], or press [Enter] to apply default database name: SPM .

39 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 7. Press any key to continue.

8. Click [Close].

Creation of Secure Print Manager database is complete! Please continue with creation of RG Database...

Note : •

If you prefer to install SPM software next, go to 4.4 Secure Print Manager Installation.

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Installing Server Software

3.4 Report Generator Database The RG Database provides storage for consolidated reporting data collected from all AAM and ADM Databases, allowing reports to be generated that span the entire solution.

Important: • • • •

• •

•

•

The supported SQL Server must be installed and set up. RG requires SQL Server Agent service to be running on ADM and AAM Database Servers. To install RG, you must have Administrator rights, which means you must belong to the Administrator’s group. When using SQL Server 2012 Express Edition, the following rules apply: − RG Server and RG Database must be on the same physical server. − Before the installation of RG, Microsoft Windows scheduler service should be running. − RG services require Administrator rights in order to configure the Windows scheduler service. For SL-NX v2.2 or later, RG can use the same database instance as ADM/AAM/SPM database. It is strongly recommended to use the same database instance between RG and ADM/AAM/SPM. A remote database cannot be used for Report Generator. The RG component and the database must be installed on the same server. If running in a VM environment, this means running on the same VMware machine. If AAM, ADM and RG Databases are installed onto different servers, it is recommended to ensure stable connectivity between the RG Database instance and the AAM/ADM Database instance(s) by using a tool like DTCtester before installation (http://support.microsoft.com/kb/293799/en-us). Also see Appendix A: Installation Restrictions.

To create the RG Database, proceed as follows: 1. On SQL Server, launch SL-NX, if necessary. 2. Click [Report Generator].

3. Click [Create DataBase].

41 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 4. Type “1” and press [Enter].

5. Type instance name, and press [Enter], or press [Enter] to apply default instance value: StreamlineNX.

6. Type database name, and press [Enter], or press [Enter] to apply default database name: RG.

7. Press any key to continue…

42 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 8. Click [Close].

Creation of ADM, AAM, SPM and RG Databases is complete! Please continue with Step 4…

Note : •

If you prefer to install RG software next, go to 4.5 Report Generator Installation.

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Installing Server Software

Step 4: Install SL-NX Software Components In this step, you will install the five SL-NX components – ADM, AAM, SFM, SPM and RG. The SL-NX Installation Launcher makes it each to install, with a setup wizard provided for each application.

Note : •

With SL-NX, there can be only one ADM Server and one RG Server, though multiple AAM, SFM and SPM Servers can be deployed. If installing multiple AAM, SFM and/or SPM Servers, repeat the software install procedures for that component on another server.

Important: • •

To install SL-NX software, you must have local Administrator rights. If UAC is enabled, “Run as Administrator” must be used; right-click .exe file, and then click “Run as Administrator.”

4.1 Administration Manager Installation The ADM software component enables the Administrator to establish system settings, register and configure devices and servers, manage print jobs and logs, as well as access administration tools within Authentication & Accounting Manager, Secure Print Manager and Scan & Print Manager.

Important: • •

After all components are installed you must activate the Administration Manager software and obtain a license code in order to use this component. Also see Appendix A: Installation Restrictions.

If the SQL Server has been installed, and the ADM Database has been created, proceed as follows: 1. Launch SL-NX, and then click [Administration Manager].

2. Click [Administration Manager (64 bit)].

Note: •

If the installer is launched on a 32-bit Operating System, “Administration Manager (64 bit)” is not enabled. 44 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software

3. Select English, and then click [OK].

4. On Welcome screen, click [Next].

z

5. Read Licensing Agreement, select I accept the terms in the license agreement, and then click [Next].

45 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 6. Confirm Default Path to installation folder, and then click [Next].

Note : • •

To change path, click [Browse]. In the following cases, an error message will appear: − You specify an installation folder in which files or folders already exist. − Path exceeds 90 characters or includes invalid characters, e.g., 2-bit characters, “, *, ?, |, , /, ; , @, &, =, +, $, comma (,), #, ', %.

7. Enter Port Numbers: Example: HTTP = 8080 (default) HTTPS = 8443 (default)

Important: •

•

When installing multiple components on a single server, different HTTP/HTTPS ports must be configured for each app. If the specified port is not in the range of 1 – 65535, or is already in use, an error message appears. Click [OK], and then enter correct port number.

8. Click [Next]. 9. Select Authentication Mode, and then click [Next].

46 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 10. Specify Database Connection Settings. SQL Server Authentication

Setting

Description

Max. Default Value Characters

Host Name

Enter a host name or IP address of server on which the supported SQL Server database is installed. Note: If Remote SQL Server is in use, enter the host name or IP address of the SQL Server.

63

127.0.0.1

Instance Name

Enter an instance name for the SQL Server.

63

StreamlineNX

Database Name

Enter database name for the SQL Server.

63

ADM

Enter a user name specified when installing the SQL Server.

128

sa

Enter a password specified when installing the SQL Server.

128

Blank

User Name Password 1

Windows Authentication

1

1

Only for SQL Server Authentication.

11. Click [Next].

Note : •

If the connection to the database fails, an error message appears. Click [OK], and then specify a setting again. If error continues, contact the SQL Administrator.

12. Confirm settings, and then click [Next].

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Installing Server Software Installation begins…

Note : •

•

To halt installation, click [Interrupt]. File Copy Start screen displays. Click [Next] to resume installation. To cancel installation, click [Cancel]. Click [Yes] to exit the installation program. Click [No] to resume installation.

13. Click [Finish].

14. Click [Close].

Important: •

If installing multiple AAM Servers, repeat the software install procedures for this component on the next server.

Installation of Administration Manager is complete! Please continue with installation of AAM software…

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Installing Server Software

4.2 Authentication and Accounting Manager Installation The AAM software component enables the Administrator to manage authentication settings for user login at the device (with embedded AAM), as well as track usage and costs by user, set limits and establish printing rules, e.g., color usage, duplex, page limits by device, user quota chargebacks, etc.

Important: •

Also see Appendix A: Installation Restrictions.

If the SQL Server has been installed, and the AAM Database has been created, proceed as follows: 1. Launch SL-NX, and then click [Authentication and Accounting Manager].

2. Click [Authentication and Accounting Manager].

3. Select English, and then click [OK].

49 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 4. On Welcome screen, click [Next].

5. Read License Agreement, select I accept the terms in the license agreement, and then click [Next].

6. Confirm Default Path to installation folder, and then click [Next].

Note : • •

To change the path, click [Browse]. In the following cases, an error message will appear: − You specify an installation folder in which files or folders already exist. − Path exceeds 90 characters or includes invalid characters, e.g., 2-bit characters, “, *, ?, |, , /, ; , @, &, =, +, $, comma (,), #, ', %.

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Installing Server Software 7. Enter Port Numbers: Example: HTTP = 8081 HTTPS = 8444

Important: •

•

When installing multiple components on a single server, different HTTP/HTTPS ports must be configured for each application. If the specified port is not in the range of 1 – 65535, or is already in use, an error message appears. Click [OK], and then enter correct port number (up to five digits).

8. Click [Next]. 9. Select Authentication Mode, and then click [Next].

10. Specify Database Connection Settings. SQL Server Authentication

Windows Authentication

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Installing Server Software Setting

Description

Host Name

Instance Name Database Name

1

Default Value

Enter a host name or IP address of server in which the supported SQL server is installed. Note: If Remote SQL Server is in use, enter the hot name or IP address of the SQL Server.

63

127.0.0.1

Enter an instance name for the SQL Server.

63

StreamlineNX

Enter database name for the SQL Server.

63

AAM

1

Enter a user name specified when installing the SQL Server.

128

sa

1

Enter a password specified when installing the SQL Server.

128

Blank

User Name Password

Max. Characters

Only for SQL Server Authentication.

11. Click [Next].

Note : •

If the connection to the database fails, an error message appears. Click [OK], and then specify a setting again.

12. Confirm settings, and then click [Next].

Installation begins…

Note : •

To cancel installation, click [Cancel]. Click [Yes] to exit the installation program. Click [No] to resume installation.

52 Streamline NX Server Software Installation & Configuration Guide

Installing Server Software 13. Click [Finish].

14. Click [Close].

Installation of Authentication and Accounting Manager is complete! Please continue with installation of SFM software…

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4.3 Scan and Fax Manager Installation (Optional Component) The SFM software component, which must be purchased, enables the Administrator to manage settings that will route scanned documents (electronic files) from a device to email addresses, network folders, fax servers, as well as Microsoft SharePoint and other line-of-business applications.

Important: •

• •

•

Before software installation… − SFM software uses Java-based Jetty as the default web server. If this deployment will use Microsoft Internet Information Services (IIS), you must set up IIS on the computer before installing SFM software. You must log on to the computer you will install the software on using an account that has Administrator rights. After software installation… − You must activate the optional SFM component, and obtain a license code, to utilize the software. − Optional SFM Plugins, e.g., RightFax, Barcode, etc., are installed during the SFM component install. Each plugin must also be activated before it can be used. − For details on activation, see Step 6: Activate Licenses. − The Administrator must configure the necessary network settings and distribution parameters to support scan functionality on the SFM-enabled MFPs. Also see Appendix A: Installation Restrictions.

1. Launch SL-NX, and then click [Scan and Fax Manager].

2. Click [Scan and Fax Manager].

Note : •

The available selections depend on server Operating System support. In this example, both 32- and 64-bit OS are supported, so 64-bit is selected.

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Installing Server Software 3. Select English, and then click [OK].

Note : •

Supported languages for SFM include English, German, French, Italian, Spanish, Dutch, Simplified Chinese and Japanese.

4. On Welcome screen, click [Next].

5. Read License Agreement, select I accept the terms in the license agreement, and then click [Next].

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Installing Server Software 6. Confirm Default Paths to installation folders, and then click [Next].

Note : • •

To change paths, click [Browse]. In the following cases, an error message will appear: − You specify an installation folder in which files or folders already exist. − Path exceeds 90 characters or includes invalid characters, e.g., 2-bit characters, “, *, ?, |, , /, ; , @, &, =, +, $, comma (,), #, ', %.

7. To Start SFM Delivery Service immediately after the computer (running SFM software) is turned on, select Start delivery service… checkbox, and then click [Next].

Note : • •

This specifies the SFM Server’s Running/Suspended status for job processing. After installation, the Starting Mode can be changed from the Administrative Tool.

8. To install a Template Project, select Install the template checkbox, and then click [Next].

Note : •

•

•

Installing a Template Project allows you to use SFM’s basic delivery services immediately after the installation. The option of installing the Template is available only for the first time you install SFM. When you overwrite or modify the software, existing Project data is used. The StartPoint Path is the Template Project is pre-configured with the following settings: − [Path]: “SFM” − [User Name]: “User Name” (When [Proxy User] is selected as the authentication method.

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Installing Server Software 9. Select Web Server Type, and then click [Next].

Note : • If Built-in Web Server (Default) is selected, Java-based Jetty web server is used. For IIS support, IIS must be setup on the server before installing SFM software.

•

10. Enter Port Numbers: Example: HTTP = 8082

HTTPS = 8445

Important:

When installing multiple components on a single server, different HTTP/HTTPS ports must be configured for each application. If the specified port is not in the range of 1 – 65535, or is already in use, an error message appears. Click [OK], and then enter correct port number (up to five digits). In order to enable HTTPS communication (SSL) for a secure connection, it is necessary to establish Certificate settings. See Appendix J: Managing Certificates & Private Keys.

•

•

•

11. Specify a Virtual Directory Name to access the SFM Admin Tool, and then click [Next].

Note : •

The default directory name is “sfm.” If you specify another name, the base URL for the AdminTool is:

http(s)://IPAddress:PortNo/ DirectoryName/ •

•

The maximum length of the Virtual Directory Name is 15 alphanumeric characters. The Virtual Directory name specified here will be created on the web server.

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Installing Server Software 12. Confirm settings, and then click [Next].

Installation begins…

Note : •

•

To halt installation, click [Interrupt]. File Copy Start screen displays. Click [Next] to resume installation. To cancel installation, click [Cancel]. Click [Yes] to exit the installation program. Click [No] to resume installation.

13. Click [Finish].

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Installing Server Software 14. Click [Close].

Important: •

If installing multiple SFM servers, repeat the software install procedures for this component on the next server.

Installation of Scan and Fax Manager is complete! Please continue with installation of SPM software…

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Installing Server Software

4.4 Secure Print Manager Installation (Optional Component) The SPM software component, which must be purchased, enables the Administrator to create a secure printing communication path between the SPM Server and device (with embedded SPM). When the SPM software is installed on the server, the Secure Print (SNX SPM Port), Direct Print (SNX SPM Direct Port) and External OEM Print (SNX SPM External Port) are automatically installed. For information on how to configure those ports, i.e., specify authentication and driver settings, see Step 11: Install & Configure Print Drivers & Ports.

Note : •

After installing the SPM software, install supported drivers on the same server running SPM, and distribute.

Important: •

Also see Appendix A: Installation Restrictions.

If the SQL Server has been installed, and the SPM database has been created, proceed as follows: 1. Launch SL-NX, and then click [Secure Print Manager].

2. Select English, and then click [Next >].

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Installing Server Software

3. Click [Next >].

4. Read License Agreement, select I

accept the terms of the license agreement, and then click [Next >].

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Installing Server Software 5. Choose folder for install files, and then click [Next >].

6. Specify Authentication Method, and then click [Next >].

SQL Server Authentication

Windows Authentication

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Installing Server Software

Setting

Description

Host Name

Instance Name Database Name

1

Default Value

Enter a host name or IP address of server in which the supported SQL server is installed. Note: If Remote SQL Server is in use, enter the host name or IP address of the SQL Server.

63

127.0.0.1

Enter an instance name for the SQL Server.

63

StreamlineNX

Enter database name for the SQL Server.

63

SPM

1

Enter a user name specified when installing the SQL Server.

128

sa

1

Enter a password specified when installing the SQL Server.

128

Blank

User Name Password

Max. Characters

Only for SQL Server Authentication.

7. Click [Next >].

Note : •

If the connection to the database fails, an error message appears. Click [OK], and then specify a setting again.

8. Select Job Storage Path, and then click [Next >].

Note : •

This is where secure print jobs are stored.

9. Enter Port Numbers: Example. HTTP = 8083

HTTPS = 8446

Important: •

•

When installing multiple components on a single server, different HTTP/HTTPS ports must be configured for each application. If the specified port is not in the range of 1 – 65535, or is already in use, an error message appears. Click [OK], and then enter correct port number (up to five digits).

10. Click [Next >].

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Installing Server Software 11. Click [Install].

Installation begins…

12. Click [Finish].

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Installing Server Software 13. Click [Close].

Important: •

If installing multiple SFM servers, repeat the software install procedures for this component on the next server.

Installation of Secure Print Manager is complete! Please continue with installation of RG software.

4.5 Report Generator Installation The RG software component enables the Administrator to configure, generate and classify reports. For example, reports can be run based on information gathered from devices, such as device status, counter information, job logs, etc. Templates can also be used to automatically generate reports according to a pre-set schedule. If the SQL Server has been installed, and the RG Database has been created, proceed as follows: 1. Launch SL-NX, and then click [Report Generator].

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Installing Server Software 2. Select button that matches the Operating System used on the Report Generator Server.

3. Select English, and then click [OK].

4. On Welcome screen, click [Next].

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Installing Server Software 5. Read License Agreement, select I accept the terms of the license agreement, and then click [Next].

6. Confirm Installation Path and Temporary Files Path, and then click [Next].

Note : • •

To change paths, click [Browse]. On the creating installation folder screen of the installer, the temporary files folder should not have a space in its path.

7. Enter Port Numbers: Example. HTTP = 8084 HTTPS = 8447 Internal Database Port = 1627

Important: •

•

When installing multiple components on a single server, different HTTP/HTTPS ports must be configured for each application. If the specified port is not in the range of 1 – 65535, or is already in use, an error message appears. Click [OK], and then enter correct port number (up to five digits).

8. Click [Next].

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Installing Server Software 9. Confirm settings, and then click [Next].

Installation begins…

Note : •

To cancel installation, click [Cancel]. Click [Yes] to exit the installation program. Click [No] to resume installation.

10. Click [Finish].

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Installing Server Software 11. Click [Close].

Installation of Report Generator is complete!

12. To exit installation program, click [Close] on the Streamline NX Home screen.

Please continue with Step 5…

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Start Services

Step 5: Start Services In order to use Streamline NX, you must confirm that SQL and Windows services are running. To confirm service status, proceed as follows: 1. Log in to SL-NX Server. 2. Click [Start] > [Administration Tools] > [Services]. 3. Confirm that [Status] column of each service listed below is Started/Running.

Important: • •

If the Status column is indicated as “Stopped/field is blank,” right-click the service, and then click [Start], or use the Start [ ] button. Status changes to “Started/Running.” The SQL services section (above) will not display when using remote database(s). Service Type SQL Service

Windows Service

Service Name SQL Server (StreamlineNX) SQL Server Agent (StreamlineNX) SQL Server Browser MSDTC Service Streamline NX Administration Manager Streamline NX Authentication and Accounting Manager Streamline NX Scan and Fax Manager Streamline NX Secure Print Manager Streamline NX Report Generator Manager

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Start Services Required Services

Service Name

Mandatory

SQL Server 1 SQL Server Browser (disabled by default) Conditional SQL Server Agent (required when SQL Enterprise/Standard Edition is used) Windows Scheduler (required when SQL Express Edition is used) MSDTC Service (required when RG Database and ADM/AAM Databases are on separate servers) 1 Must be enabled when using SQL Server 2012 Express Edition.

Note : •

To stop one or more services, right-click service, and then click [Stop].

With Streamline NX services started, please continue with Step 6…

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Activate Licenses

Step 6: Activate Licenses After installing Streamline NX components, you must activate the software and obtain a license code. The license code is required for a new installation, and is essentially the product key and lock code. There are four different types of SL-NX product keys, as follows: 1. 2. 3. 4.

Streamline NX Base License (standard ADM/AAM/RG components) Streamline NX SPM Option License Streamline NX SFM Option License Streamline NX SFM Plugin Option License

There are also two types of activation tools, one for activation of items 1-3 listed above (ADM/AAM/RG/ SPM/SFM), and another for activation of any optional SFM Plugins.

Important: • • • • • •

To complete the activation process, you need the Product Key (also called CD key) this is printed on the purchased product certificate. You must log on to the computer you will perform the activation on using an account that has Administrator rights. Run as administrator is recommended. To acquire a license code, access the Ricoh Software License Management Service website: https://licensemanagement.ricoh.com/aui/ Activation must be performed to enable the number of MFPs/printers used. For example, if the number of devices exceeds the available licenses, or if ADM is not activated, some operations are prohibited. For troubleshooting, see License Activation/Deactivation Error Messages. If using a proxy server, additional settings are required. For details, see Appendix F: Configuring Proxy Server.

ADM/AAM/RG Activation (Base License) Important: Activation can only be performed on the server where ADM/AAM/RG is installed. 1. On the desktop, double-click [Administration Manager Activation Tool].

Note : •

•

Or click [Start] > [All Programs] > [Streamline NX] > [Administration Manager] > [Administration Manager Activation Tool]. If user account screen appears, click [Yes].

2. Click [Activation].

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Activate Licenses 3. Specify Activation Settings, as outlined below: Setting License Status Activation Method

Description Indicates if the SL-NX components are Activated or Not Activated. [Internet]: Select when activating software on the internet. [Enter License Code]: Select when you already have a license code. Note: If the computer cannot connect to the internet, connect using a different computer, and obtain the license code. In that case, select [Enter License Code] and enter the code in the License Code field.

Country Information Company Name License Name

Product Key License Code Lock Code

Click drop-down list and select country.

Enter company name. Click drop-down list and select license name that corresponding to your product key. •

RICOH Streamline NX Base License (activates ADM/AAM/RG components)

•

RICOH Streamline NX SPM Option License (activates optional SPM component)

•

RICOH Streamline NX SFM Option License (activates optional SFM component)

Enter product key, which is printed on the purchased product certificate. When [Enter License Code] is selected as the Activation Method, enter a license code. When [Internet] is selected, this setting is not enabled. A lock code is displayed. Important: •

Write down the lock code and keep in a safe place.

Note: •

If connecting to the internet through a proxy server, proxy settings are required. For details, see Appendix F: Configuring Proxy Server.

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Activate Licenses 4. Click [Activate].

Note : • •

•

An error message appears if settings are not specified correctly. If an error has occurred on a proxy server an error message appears with an error code of the server in parentheses. For details on deactivation, see Appendix G: Managing Software Components.

5. Click [OK].

ADM/AAM/RG components are now activated!

Restart ADM Windows Service

Important: •

Administration Manager Windows Service must be restarted after activation is performed. If this service is running, restart it manually, as follows.

1. Click [Start] > [Run]. Enter services.msc , and click [OK].

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Activate Licenses 2. Right-click [Streamline NX Administration Manager]. 3. Click [Start].

Note : •

To deactivate licenses, see Deactivate Licenses.

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Activate Licenses

SPM Activation (Option License) To activate the optional SPM component, proceed as follows: 1. Follow steps 1-4 in Administration Manager Activation section. In step 3, select [RICOH Streamline NX SPM Option License] from the drop-down list. 2. When activation is complete, restart ADM Windows Service, as outline in previous section.

SFM Activation (Option License) To activate the optional SFM component, proceed as follows: 1. Follow steps 1-4 in Administration Manager Activation section. In step 3, select [RICOH Streamline NX SFM Option License] from the drop-down list. 2. When activation is complete, restart ADM Windows Service.

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Activate Licenses SFM Plugin Activation If one or more optional SFM Plugins have been purchased, e.g., Barcode, RightFax, SharePoint, HotFolder Capture, FileNet, etc., each must be activated with the Scan and Fax Manager Activation Tool. 1. On the desktop, click [Scan and Fax Manager Activation Tool].

Note : •

Or click [Start] > [All Programs] > [Streamline NX] > [Scan and Fax Manager] > [Scan and Fax Manager Activation Tool].

2. Click [Next >].

3. Write down locking code and keep in a safe place. 4. For Activation Method, select [Internet], and then click [Next >].

Note : •

You are automatically directed to the on-line activation web page.

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Activate Licenses 5. Scroll down, and select I Agree checkbox, and then click [Next].

6. For Registered Users, enter User ID and Password, and then click [Login]. Go to step 7.

Note : •

If you are not a Registered User, click [PC Application], and complete the form to follow…

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Activate Licenses New Product Registration Complete all required fields, and then click [Next]. Go to step 8.

7. Click [PC Application].

8. From Product name drop-down list, select the Plugin.

Note : •

In this example, the Streamline NX Barcode Plugin has been selected.

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Activate Licenses 9. Enter Product Key (printed on the purchased product certificate) and Locking Code (written down in step 3), and any other required fields.

Note : •

Product key prefixes will vary based on SFM Plugin type, e.g., Barcode, RightFax, FileNet, etc.

10. After all required fields are entered, click [Next]; scroll down, if necessary. 11. Please review pop-up message, and then click [OK].

12. To save license code to the clipboard, click [Copy Button].

13. Click Activation Code icon on taskbar (circled at right).

14. On Scan and Fax Manager screen, press Ctrl + V to insert license code, and then click [Next >].

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Activate Licenses 15. Click [Finish].

16. Click [Close].

Activation of optional Streamline NX SFM Plugin is complete!

Note : • •

To activate another optional SFM Plugin, repeat Steps 1 – 15. No deactivation procedures are required for SFM Plugins. For details, see Appendix G: Managing Software Components.

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Activate Licenses

Checking Activation List Product keys and license codes for ADM/AAM/RG/ SPM/SFM can be confirmed on the Activation List. 1. Open Streamline NX Activation Tool. 2. Click [Activation List].

3. Check activation information.

4. Click [OK] to exit.

Note :

To deactivate a license, see Appendix G: Managing Software Components.

•

License Activation/Deactivation Error Messages Error Message

Causes/Solutions

•

Activation has failed

Check if the computer connects to the internet correctly, or if proxy settings are correctly specified.

•

Deactivation has failed

Check if the computer connects to the internet correctly, or if proxy settings are correctly specified.

•

Activation Tool has already been started

You cannot start up the activation tool because it has already been started. Use the activation tool running.

•

Cannot write to the file

Specify a destination to save a writable file.

•

Cannot connect to the activation server

Check if the computer connects, or the internet correctly, of if proxy settings are correctly specified.

•

Select a country name

Select a country name in [Country Information] drop-down list.

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Activate Licenses •

Enter the product key

Enter the product key in [Product Key] field.

•

Enter the license code

Enter the license code in [License Code] field.

•

Enter the address and port

Enter an address and a port number.

•

Enter the user name.

Enter an authentication user name in [User Name] field.

•

Please input right port number (1-65535)

Enter a port number in the range of 1 to 65535 in [Port] field.

•

The product key is invalid

Check if a product key is entered correctly or if entered product key corresponds to a license name.

•

The product key is currently being used

This product key cannot be used because it is being used by another computer. To use this product key on this computer, deactivate the license used by the other computer.

•

The license code is invalid

Check if a license code is entered correctly.

•

The license code cannot be used

The license code cannot be used because the license has been deactivated. Enter another license code.

Installation and activation of Streamline NX software is now complete! Please continue with Step 7…

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Configuring Server Software

Streamline NX

4

CONFIGURING SERVER SOFTWARE (Asterisk [*] indicates required procedure)

Now that all necessary software is installed, running and activated (as outlined in Steps 1 - 6), you are ready to register devices and push firmware to those devices. This is done using Administration Manager’s AdminTool, your central console for SL-NX configuration and management. The AdminTool also includes a scheduler for deploying device/software preferences, as well as address book and discovery functions. In addition, Job status and activity logs provide access to detailed Administration Manager (ADM), Scan and Fax Manager (SFM)1 and Secure Print Manager (SPM)1 metrics, allowing easy remote system monitoring. For a basic installation of Streamline NX, which this guide covers, we suggest that you configure devices (MFPs/printers) first. This will enable you to apply settings for user authentication, export/import device information, etc. After device-related settings are finished, you’ll use the AdminTool to add servers to the system. Specifically, this will link AAM, SFM1 and SPM1 Server URLs and apply configuration settings that will enable communication with ADM and SL-NXenabled devices. Report Generator is then set up to link with ADM and AAM Servers, so data can be gathered for report generation. Lastly, printer drivers are installed and configured for shared printing. You can then test the system for authentication, secure print release and scan-to functionality.

Optional component.

1

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Configuring Server Software

Administration Manager Again, Administration Manager is the tool used to manage Streamline NX components. As such, you will configure the server(s) and devices within the SL-NX deployment through Administration Manager’s AdminTool. In this section you will register (add) devices and servers using the AdminTool, and then apply device software and device configuration settings by creating Templates, and the corresponding Policy, which – when executed – pushes the settings to the target devices or servers.

Starting Administration Manager AdminTool Login 1. Before logging in to the Administration Manager AdminTool, close all open tabs and windows.

Note : •

When using the AdminTool, it is recommended that you do not operate multiple tabs and windows at the same time.

2. On the desktop, double-click [Administration Manager AdminTool] icon.

Note : •

•

To remotely connect to the ADM Server from your web browser, enter the ADM URL: http://:/main/AdminTool.html. Example : http://192.168.1.100:8080/main/AdminTool.html URL is case sensitive.

3. Log in. Default login credentials are as follows: [Authentication Profile1]: built-in [Password]: blank [Language]: English 4. Click [Login].

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Configuring Server Software SL-NX AdminTool Screen

Helpful Hint: On any selected AdminTool screen, you can drill down within the navigation pane by clicking on all right arrows (). This makes available folders/ sub-folders easy to locate and select.

Note :

1

•

• • •

If built-in is selected, enter password only. This login password for the Administration Manager AdminTool can be changed. It is recommended that you do so periodically. To set the password, proceed as follows: a. Click [System] > [System Configuration] > [Common] > [Authentication] > [Built-in]. b. Enter Password and Confirm. c. Select whether or not to Disable Built-in User. Note : - If [Disable] is selected, a built-in user cannot log in to the AdminTool. - When a user logs in to the AdminTool as a built-in user, the [Disable] checkbox cannot be selected. d. Click [Apply]. If LDAP is selected, enter user name and password. If Kerberos is selected, a specified domain name is displayed. Enter a user name and password. For details, see the RICOH Streamline NX Administrator’s Guide.

AdminTool Logout 1. Click [Logout], upper right corner of screen.

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Configuring Server Software

*Configure Authentication Profile To enable user authentication, i.e., secure (username/password) login on the device touch panel, you must establish AAM Server authentication settings through the AdminTool. 1. Click [Configuration] tab. 2. On Category pane, click [ Server Preference] > [Authentication Management], and then click [

].

3. Specify Authentication Settings, as outlined below. Setting

Description

Authentication Enter a name for the authentication settings. Setting Name Comment Enter any necessary comment. Authentication Select [Kerberos] from drop-down list. Type Note: • Kerberos can be used when Windows Active Directory is used. Important: • SFM will attempt to distribute settings using Kerberos, so Kerberos is recommended when using SFM’s Send to Folder. Kerberos Configure Kerberos… Configuration a. Click [Setting]. b. Enter the following Kerberos authentication information. • [Realm]: Domain name used for user authentication, e.g., RICOH.LOCAL. • [Key Distribution Center]: FQDN/IP address of the domain controller, e.g., spsdc.ricoh.local. c. Click [OK].

4. In order to confirm that Kerberos Configuration works correctly, click Connection Test [Run].

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Configuring Server Software The Connection Test screen displays… 5. Select AAM Server from drop-down list. 6. Enter Login User Name and Login Password.

Note : •

Enter the correct user name and password for a user belonging to the domain configured for Kerberos authentication.

7. Click [Start].

Note : • •

The Connection Test will be performed via the AAM Server selected in the [Server] area. When there are multiple AAM Servers, testing must be performed on each AAM Server.

Succeeded If the Connection Test is successful, the screen at right displays…

Failed If the test fails, screen at right displays… Check that settings are correct, and try again. Also see Appendix K: Troubleshooting Checklist, 3. Check PC Application: Network Commands. 8. Click [OK]. 9. Next, enter User Information Server Settings, as outlined below. Setting

Description

Server Name Enter FQDN/IP address of the LDAP server (or domain controller, in Windows domain environments), for example: spsdc.ricoh.local Search Base Enter base position for LDAP user searches (Base DN), for example: dc=ricoh,dc=local Port Number Enter port number. Default port number is 389. If using SSL, the default is 636. SSL If turning SSL on, upload the certificate file. For details, see Appendix J: Managing Certificates & Private Keys. Domain Name Enter name of domain on which to perform LDAP search, for example: ricoh.local

Scroll down

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Configuring Server Software Timeout Select timeout in range of 1 – 100 seconds. Search Base Same as entered above, for example: dc=ricoh,dc=local Search Query Enter search attribute, e.g., (&(objectClass=group)(cn=^*)) Attributed Enter search results, for example: cn

10. Confirm all settings, and then click Acquisition Test [Run].

The Acquisition Test screen displays… 11. Enter same credentials used for Connection Test. 12. Click [Start].

If the connection is successful, Result screen displays...

Note : •

If the test fails, check that the correct credentials were entered, and try again.

13. Confirm that the user information has been acquired

correctly, and then click [OK].

14. Click [OK] to save settings.

Note : •

Confirm that the settings have been successfully saved.

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Configuring Server Software

Step 7: Configure Devices Streamline NX devices are registered through Administration Manager’s Device Management screen, either manually, imported or discovered.

Important: •

Before adding devices, make sure they are running the most up-todate Java version. For details, go to TSRC website.

The Administration Manager screen is divided into the following primary sections: A. Screen Navigation B. Device List C. Device Properties D. Device Group E. Function Toolbar Streamline NX Administration Manager

Section

Title

Description

A

Screen Navigation

B

Device List

The following tabs are available. Note: Click [ ] to display additional selections. Device Management: View Device List, Device Groups and Device Properties panes. Server Management: View Server List, Server Groups. Configuration: View Category pane (Device Preference, Device Software, Device Address Book, Server Preference). Scheduler: Execute All Functions, Device Preferences, Device Address Book, Discovery, Device Software). Job: View AAM, SFM or SPM Job Log. Log: View AAM, SFM or SPM System Log. This pane displays all registered devices, which can be filtered so that only devices that meet the specified conditions display. Specified filters are displayed in green on the [Device Groups] pane. For details, see Add a Filter.

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Configuring Server Software C D

Device Properties Device Groups

E

Function Toolbar

This pane displays properties of the device selected on the Device List. Device Group folders: 1. IP Address (default) 2. Model (default) 3. Device Install Group (named) When devices are registered, they are automatically sorted into the IP Address and Model folders, which are displayed in blue. For details, see Add Devices. Depending on your needs, registered devices can also be manually sorted into group folders, which are displayed in yellow. For details, see Group Devices. Each screen has a related series of functions. Click to open drop-down list. Note: There are multiple ways to access system functions. For example, if you select a device or server on a list pane (B), right-click on the row (in a blank area) to access the available feature drop-down. Alternatively, you can highlight the device or server on the list pane and click any one of the functions on the toolbar, e.g., [Edit], [System], etc. Both methods are used in this section.

Add a Discovery Setting If you have a large number of devices to register to the Administration Manager, you can use the Discovery function to automatically search for devices to be registered. The Discovery function can be performed at a specified date and time.

Note : •

Only users with Administrator rights can configure the discovery settings.

To add discovery settings, proceed as follows: 1. Click [Device Management] tab > [Settings1] > [Discovery].

2. Click [ ].

1

Note : Through [Settings] > [Error Notification] you can also add email addresses of those who are to

receive notification in the event of a device error and/or recovery condition. For example, if a device is low on toner, an email can be sent to the person in charge of ordering supplies. For details, see the RICOH Streamline NX Administrator’s Guide. 91 Streamline NX Server Software Installation & Configuration Guide

Configuring Server Software 3. Enter Name. 4. Enter Comment.

5. To specify Search Range conditions, click [ ]. •

•

Search Type: Select either [Specify IP Address] or [IP Range]. Include/Exclude: − When [Include] is selected, specify an IP address or an IP address range to be searched. − When [Exclude] is selected, specify an IP address or an IP address range to be excluded from a discovery.

Note : •

Be sure to specify one or more IP addresses and IP address ranges to be searched by selecting [Include].

6. Click [OK]. Other Discovery Functions: Icon

Function Edit a selected search range setting. Delete a selected search range setting. Copy a selected search range setting. Execute a selected discovery setting.

7. Select Execution [Now] checkbox. 8. Click [OK].

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Configuring Server Software Discovery begins… 9. Click [OK]. 10. Check the Device List for discovered devices…

Note : •

To view/edit other discovery settings, click [Access Account], [Discovery Option] and [Email Settings] tabs. For details, see the RICOH Streamline NX Administrator’s Guide.

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Configuring Server Software

*Add Devices The Add Device screen is used to manually register device account information and configure SNMP settings that enable Administration Manager to poll a device to obtain device status information.

Important: •

Only users with Administrator rights can add devices to all device groups. Limited access users can add devices only to a manually sorted device group for which the access level of [Device Manager] is granted. For details, see the RICOH Streamline NX Administrator’s Guide.

To add a device, proceed as follows: 1. Click [Device Management] tab, click [Edit] > [Add Device].

2. Enter IP address/host name of the device to be registered, and then click [ ]. 3. To add more devices, repeat step 2.

Note : • •

Click [ ] to delete a device address setting, from the last one specified. To exit, without saving settings, click [Cancel].

4. Click [Access Account Settings] tab.

Important: •

Device SNMP community names and web service accounts (device Administrator accounts) are necessary to access devices from the Administration Manager. If device settings are changed from the default, the modified information must be entered in the [Access Account Settings] tab when adding the device.

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Configuring Server Software 5. Specify Device Settings, as outlined below: Setting

Description

User name: Enter a user name to access a device. Password: Enter a password to access a device. SNMP Option:

Time (0.5-60): Specify the SNMP communications timeout in a range from 0.5 to 60 seconds. Retry Time (0-10): Specify the number of SNMP retry times in a range from 0.5 to 60 seconds.

Protocol: Select SNMPv1/v2 or SNMPv3. • SNMPv1/v2: − Read community name: Enter a community name for read access to a device. − Write community name: Enter a community name for write access to a device. • SNMPv3: − User Name: Enter a user name to access devices using the SNMP v3 protocol. − Password: Enter a password to access devices using the SNMP v3 protocol. − Authentication Algorithm: Select [MD 5] or [SHA1] for the encryption algorithm for SNMP v3. − Encryption Password: Enter a password for encryption. − Context Name: Enter a context name specifying the MIB range for access. − Encryption Algorithm: Select [DES] or [AES 128] for the encryption algorithm for SNMP v3.

6. Click [OK]. 7. Confirm that device(s) appear in Device List…

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Note : • • • • •

If the added device does not display, click the refresh [ ] button on the Device Groups pane. Registered devices are automatically saved and sorted into folders by IP address and model name, which are displayed in blue on the Device Groups pane. If the device has been connected to successfully, the Connection Status column indicates ACTIVE. A device that does not belong to any other groups on the same level is in the No Value folder. To exit Add Device screen, without saving settings, click [Cancel].

Edit Devices – Default & Custom Properties To edit default and customer device properties, proceed as follows: 1. Click [Device Management] tab. 2. On Device List pane, select desired device (highlight row), and then right-click [Edit Device].

3. Click Default Properties tab. Editable fields are indicated by an

asterisk.

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Configuring Server Software 4. Click [Custom Properties] tab. Editable fields are

indicated by an asterisk.

5. To view/edit additional device, account and license settings, click

[Advanced Properties]. For details, see the RICOH Streamline NX Administrator’s Guide. Detailed Status (incl. Counter)

Access Account

SDK Applications

License Status

6. Click [Apply], and then click [OK] to save settings.

Note : To exit, without saving settings, click [Cancel]. 97 Streamline NX Server Software Installation & Configuration Guide

Configuring Server Software Delete Devices To delete devices, proceed as follows: 1. Click [Device Management] tab. 2. On Device List pane, select device(s), and then right-click > [Delete Device].

Note : •

Multiple devices can be selected.

3. To confirm deletion, click [Yes].

Note : • •

To cancel deletion, click [No]. If necessary, click refresh [ ] on Device List pane to update screen.

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Group Devices Devices can be sorted into groups manually, which can ease management by dividing a large number of devices into categories. When a manually sorted device group is selected on the [Device Groups] pane, the information of devices registered in the selected group is displayed on the [Device List] pane. To register a Parent Group, proceed as follows: 1. Click [Device Management] tab. 2. On Device Group pane, click [Edit] > [Add Group].

Note : If a group is selected, right-click [Deselect] to deselect a group before right-clicking [Add Group] or

selecting [Edit] > [Add Group]. Otherwise, sub-group belonging to a selected group is registered.

Important: •

If a group is selected (highlighted), right-click, then click [Deselect] to deselect the group before adding a Parent Group, otherwise a sub-group belonging to the selected Parent Group will be registered.

3. Enter Group Name.

Note : •

To cancel setting, click [Cancel].

4. Click [OK].

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Note : •

If the Group Name you entered is not displayed correctly, click refresh [ pane.

] on the Device Groups

5. To register a sub-group, select a Parent Group to which the

sub-group belongs, and then click [Edit] > [Add Group].

6. Enter Group Name.

Note : •

For details on Account Control List (ACL) settings, see the RICOH Streamline NX Administrator’s Guide.

7. Click [OK].

Note : •

The name of the [Uncategorized] group cannot be changed.

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Configuring Server Software Edit Device Groups

Note : • •

Only users with Administrator rights can edit both Parent Groups and sub-groups. Limited access users can edit only manually sorted device groups for which the access level of [Device Manager] is granted.

To edit a Parent Group or sub-group name, proceed as follows: 1. Click [Device Management] tab. 2. On Device Groups pane, select desired Parent Group or

sub-group, right-click > [Edit Group].

3. Edit Name. 4. Click [OK].

Note : • •

To cancel setting, click [Cancel]. If necessary, click refresh [ ] on the Device Groups pane to update screen.

Edit Device Properties SNMP settings for devices registered in a group can be edited in [Editing Device’s Properties]. To do so, proceed as follows: 1. Click [Device Management] tab. 2. On Device Groups pane, select desired group, right-click >

[Edit Device’s Properties].

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Configuring Server Software 3. Edit SNMP settings. Setting SNMP Option

Description

Timeout (0.5-60): Specify the SNMP communications timeout in the range from 0.5 to 60 seconds. Retry Times (0-10): Specify the number of SNMP retry times in the range of 0 to 10 times.

4. Click [OK].

Note : •

To cancel setting, click [Cancel].

Delete Device Groups

Note : • • •

Only users with Administrator rights can edit both Parent Group and sub-groups. Limited access users can edit only manually sorted device groups for which the access level of [Device Manager] is granted. When a Parent Group is deleted, the registered devices are not deleted.

To delete a Parent Group, proceed as follows: 1. Click [Device Management] tab. 2. On Device Groups pane, select desired Parent Group,

right-click > [Delete Group].

3. Click [Yes].

Note : • •

To cancel deletion, click [No]. If necessary, click refresh [ ] on Device List pane to update screen.

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Add a Filter With the filtering function, only devices that meet the specified conditions are displayed on the Device List pane.

Note : •

Only users with Administrator rights can add a filter condition.

To add a Filter Condition, proceed as follows: 1. Click [Device Management] tab. 2. On [Device Groups] pane, select desired group, right-click >

[Add Filter].

3. Enter Filter Name. 4. Select Filter Condition from drop-down list, enter a

keyword, if desired, and then click [ ].

The following filter conditions are available: [Display Name], [Serial Number], [Manufacturer ID], [Model Name], [MAC Address], [Registration Date and Time], [Registration Person], [Last Communication Date and Time], [IP Address], [Device Address], [Connection Status], [System], [Printer], [Copy], [Fax], [Scanner], [Base License], [SPM Option License] or [SFM Option License]. 5. Repeat step 4 to add additional Filter Conditions.

Note : • •

To delete a filter condition, select a filter condition to be deleted, and then click [Remove]. To delete all filter conditions, click [Remove All].

6. Click [OK]. The registered filter appears in green.

Note : • •

To cancel the setting, click [Cancel]. If necessary, click refresh [ ] on the Device Groups pane to update screen.

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Configuring Server Software Edit a Filter Note : • Only users with Administrator rights can edit a filter condition. To edit a Filter Condition, proceed as follows: 1. Click [Device Management] tab. 2. On [Device Groups] pane, select desired group, right-click >

[Edit Filter].

3. Edit filter, as needed. See Add a Filter.

Delete a Filter Note : • Only users with Administrator rights can delete a filter condition. To delete a Filter Condition, proceed as follows: 1. Click [Device Management] tab. 2. On [Device Groups] pane, select desired group, right-

click > [Delete Filter].

3. To confirm deletion, click [Yes].

Note : • •

To cancel deletion, click [No]. If necessary, click refresh [ ] on Device List pane to update screen.

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Configuring Server Software

Export/Import Device Information

Device information can be exported or imported from/to the Administration Manager as an UTF-8 encoded CSV file. Devices can be registered in the Administration Manager by importing device information files.

Note : • •

Device information file is exported/imported in English only. The CSV file should be opened in the appropriate procedure. Otherwise, data may not be displayed in a proper way. For details, see the RICOH Streamline NX Administrator’s Guide, Contents of CSV File for Device Information, Composition of Device Information in CSV File and Opening the CSV File.

Export Device Information There are two ways to export; exporting an information file for all devices and exporting an information file for devices belonging to a selected Device Group.

Note : • • •

Only users with Administrator rights can export information of all device groups. Limited access users can export information of manually sorted device groups for which the access level of [Device Manager] is granted. All device security information is exported as plain text.

A. To export an information file for all devices, proceed as follows: 1. Click [Device Management] tab. 2. If a Device Group is selected, right-click and [Deselect], so group information is not exported. 3. Click [Edit] > [Export].

Display reads… 4. Click [OK].

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Configuring Server Software 5. Select a destination, and then click [Save].

Note :

To cancel the setting, click [Cancel].

•

6. Click [OK].

B. To export an information file for devices belonging to the selected Device Group, proceed as follows: 1. Complete steps 1 – 4, above. On Device Group pane, select a Device Group, and then click [Edit] > [Export].

Note : •

The property type "{ManualGroupProperty_N}" is exported in a CSV file only when a Device Group that has a sub group except the [Uncategorized] group is selected.

Display reads… 2. Click [OK]. 3. Select a destination, and then click [Save].

Note : •

To cancel the setting, click [Cancel].

4. Click [OK].

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Configuring Server Software Import Device Information With importing a CSV file, device information can be registered in the Administration Manager. There are two ways to import; importing an information file without selecting a manually sorted Device Group and importing an information file for devices belonging to a selected manually sorted Device Group.

Note:

• Only users with Administrator rights can import device information. • A CSV file exported from the Administration Manager or a file you created can be used to import device information. • If you specify any property values except the pre-defined property, they are imported as custom properties. • Device information that has been already registered in the Administration Manager is updated with the imported information. • Also see the RICOH Streamline NX Administrator’s Guide, Notes on Importing a CSV file. A. To import an information file without selecting a manually sorted Device Group, proceed as follows: 1. Click [Device Management] tab. 2. If a Device Group is selected, right-click and [Deselect], so group information is not exported. 3. Click [Edit] > [Import].

Note : •

If a CSV file to be imported includes the information of manually sorted Device Group, the property value first appeared in the column of [{ManualGroupProperty_N}] is exported as a name of root folder of manually sorted Device Group.

4. Click [Browse] to select a file, and then click [Open].

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Note : • •

To cancel the setting, click [Cancel]. If the file or folder name contains double quotation marks, “\”, “/”, “:”, “*”, “?”, “”, or “|”, [Browse] does not work.

5. Click [OK].

Note : • •

If device information that has been imported is not displayed correctly on the [Device List] pane, refresh the display on the pane. Check the result with the job log of the Administration Manager. For details, see the RICOH Streamline NX Administrator’s Guide, Managing Administration Manager Logs.

B. To import an information file for devices belonging to a selected manually sorted device group, proceed as follows: 1. On Device Groups pane, select a group, and then click [Edit] > [Import].

Note : •

If a CSV file to be imported includes the information of manually sorted device group, the subfolder structure is imported with a selected device group as the top of hierarchy.

2. Click [Browse] to select a file, and then click [Open].

Note : • •

To cancel the setting, click [Cancel]. If the file or folder name contains double quotation marks, “\”, “/”, “:”, “*”, “?”, “”, or “|”, [Browse] does not work.

3. Click [OK].

Note : •

•

If device information that has been imported is not displayed correctly on the Device List pane, ]. click refresh [ Check the result with the job log of the Administration Manager. For details, see the RICOH Streamline NX Administrator’s Guide, Managing Administration Manager Logs.

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*Add Device Software (SDK) Applications To support Streamline NX functionality, connected devices must run “embedded” SDK applications (firmware) that enables the device to communicate with the SL-NX server(s).

Note : •

Only users with Administrator rights can add/delete device SDK Applications.

SL-NX Server

Device SDK Application

Authentication and Accounting Manager Scan and Fax Manager Secure Print Manager

AA Manager (Embedded)

Std.

AuthenticationandAccountingManager\aam2.2.1.0

SF Manager (Embedded)

Opt.

ScanandFaxManager\sfm-2.2.0.0

SP Manager (Embedded) (for MFP)

Opt.

SecurePrintManager\spm-2.2.0.0

SP Manager (Embedded) (for Printer) Direct Print (with tracking)

Std.

SecurePrintManager\spm-printer-2.2.0.0 direct_print.zip

Direct Print

Std/Opt. Folder\File Name

Note: To add SDK applications, proceed as follows: 1. Click [Configuration] tab.

2. On Category pane, click [ Device Software] > [ Repository], and then click [SDK Application].

3. Click [ ] to open Register SDK Application screen. 4. Browse to application folder, within the “EmbeddedSoftware” folder of installation media.

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Configuring Server Software 5. Select application, e.g., aam-2.2.1.0.zip. 6. Confirm that selected application appears on the Register SDK Application screen, and then click [OK]. SDK Application Repository pane displays added application...

7. Repeat steps 3 - 6 to add additional SDK applications, e.g., Direct Print, as well as optional Scan and Fax

Manager (Embedded) and Secure Print Manager (Embedded).

8. Confirm that embedded applications appear on the SDK Application Repository screen…

Note : •

If necessary, click refresh [

].

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Configuring Server Software Delete SDK Applications To delete an SDK Application, proceed as follows: 1. Repeat steps 1 – 3, Add Device Software (SDK) Applications. 2. Select Application, and then click [

].

3. To confirm deletion, click [Yes].

Note : •

To cancel deletion, click [No].

*Add a Device Software Template Added a Device Software Template for SDK Applications enables you to easily install Streamline NX firmware to multiple devices. A Device Software Policy, created in the next section, will then enable you to push the Device Software Template to all selected devices. The following SDK Applications are available. Note that required applications vary by device type – MFP or printers, specifically, you must create separate Templates for MFPs and printers. SL-NX Server

Device SDK Application

MFP

Printer

Authentication and Accounting Manager Scan and Fax Manager Secure Print Manager

AA Manager (Embedded)

aam-2.2.0.0

aam-printer-2.2.0.0

SF Manager (Embedded) SP Manager (Embedded)

sfm-2.2.0.0 spm-2.2.0.0

Not supported (prohibited) spm-printer-2.2.0.0

To add a Template for installation of SDK Applications, proceed as follows: 1. Click [Configuration] tab.

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Configuring Server Software 2. On Category pane, click [ Device Software] > [Template], and then click [ ].

3. Enter Template Name, up to 128 characters. 4. Enter Comment. 5. Click [SDK Application] tab. 6. Click [Browse].

7. Select SDK Applications.

Note : • •

To select multiple apps, Ctrl + click. If Direct Print is available, it is recommended that you include this commonly-used feature.

Important: •

Check that Repository is selected as the Browse setting.

8. Click [ Select]. 112 Streamline NX Server Software Installation & Configuration Guide

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Note :

Check that Installation Type is Install for each application.

•

9. Click [OK].

10. To save the Template, click [OK].

Note : •

To exit, without saving, click [Cancel].

11. Confirm that the newly-created Template has been successfully added....

Note : If necessary, click refresh [

].

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Configuring Server Software Edit a Device Software Template

Note : • •

Only users with Administrator rights can edit any Device Software Templates. Limited access users can edit only Device Software Templates they have access rights.

To edit a Device Software Template, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, select [ Device Software] > [Template], select a Template to edit, and then click [ ].

3. Perform steps 3 - 11, Add a Device Software Template.

Copy a Device Software Template To copy a Device Software Template, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, select [ Device Software] > [Template], select a Template, and then click [ ].

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Configuring Server Software Copied Device Software Template displays... 3. Edit as needed, and then click [OK]. See Add a Device Software Template.

Delete a Device Software Template To delete a Device Software Template, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, select [ Device Software] > [Template], select a Template, and then click [ ].

Note :

• Multiple Templates can be selected.

3. Click [Yes].

Note : •

To cancel deletion, click [No].

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Configuring Server Software

*Add/Execute a Device Software Policy Adding a Device Software Policy enables you to apply a Device Software Template, containing required SDK Applications, to specific devices. To add a Policy to install device SDK Applications, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, click [ Device Software] > [Policy], and then click [

].

3. Specify Policy Settings, as follows: a. Enter Policy Name, up to 128 characters. b. To select a previously-created Template, click [Browse].

c. Select Template to install SDK Applications. d. Click [Select].

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Configuring Server Software e. Confirm that selected Template displays… f. Click [ ] to add device(s) to which the SDK application will be installed.

g. On Groups pane, click [IP Address] or [Model]. h. Select device(s) on Devices pane. i. Click [Select].

j. Confirm that the selected device(s) appear on Selected Devices pane, and then click [OK].

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Configuring Server Software k. Confirm that selected device(s) appear on the Policy Settings screen... l. For Job execution type, select [Apply]. m. For Execution, select [Now].

Note : • •

When [Now] is selected, the job is executed immediately after clicking [OK]. If [Now] is not selected, [Execute Policy] can be selected by right-clicking on the Policy on Device Software Policy list, to manually execute the job.

4. Click [OK]. 5. On Information (job execution confirmation) screen, click [OK].

6. Confirm that the Policy appears in Device Software Policy list…

7. Confirm job execution status. Click [

] to display additional menu items, and then select [Jobs].

Note : • •

The Job screen is used to confirm jobs currently being executed. If necessary, click refresh [ ].

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Configuring Server Software 8. Lastly, click [

], and then select [Log].

Note : •

The Progress percentage is calculated as follows: % = Number of devices for which job execution has been completed/total number of devices on which job has/is being executed. Example : − When the job is executed on a single device, the display will change from 0% to 100%. − When the job is executed on two devices, the display will change from 0% to 50% to 100%.

The devices are now running the required firmware to support SL-NX services! Edit a Device Software Policy

Note : • •

Only users with Administrator rights can edit a Device Preference Policy. Limited access users can edit only Device Preference Policy they have access rights.

To edit a Device Software Policy, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, select [ Device Software] > [Policy], select a Policy, and then click [

].

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Configuring Server Software 3. Perform steps 3 - 8 in Add/Execute a Device Software Policy.

Note : •

• • •

A Device Group for which the access level of [Device Manager] is not granted to a login user or a device that belongs to that group is displayed in gray instead of black in [Devices] of [Basic Settings]. In this case, [OK] is disabled. A Server Group for which an access right is not granted to a login user or a server that belongs to that group is displayed in gray instead of black in [Servers] of [Basic Settings]. In this case, [OK] is disabled. When a user logs in as an Administrator, all Devices, Device Groups, Servers or Server Groups are displayed in black in [Devices] or [Servers] of [Basic Settings], and all the Policy settings are enabled. [Schedule] cannot be selected in [Execution] of [Basic Setting]. To specify the Schedule, see Add Schedule to a Device Software Policy Setting.

Delete a Device Software Policy To delete a Device Software Policy, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, select [ Device Software] > [Policy], select a Policy, and then click [ ].

Note :

• Multiple Policies can be selected.

3. Click [Yes].

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Note : • •

• • •

To cancel deletion, click [No]. If there is a Device Group for which the access level of [Device Manager] is not granted to a login user or a device that belongs to that group in a policy setting, [ ] is disabled and a Policy setting cannot be deleted. If there is a Server Group for which an access right is not granted to a login user or a server that belongs to that group in a Policy setting, [ ] is disabled and a Policy setting cannot be deleted. When a user logs in as an Administrator, all the Policy settings can be deleted. If Policy settings you have deleted remain displayed, click refresh [ ].

Add Schedule to Device Software Policy Setting You can register a Schedule to specify when to execute Device Software Policy settings. To do so, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, select [ Device Software] > [Policy], select a Policy, and then click [Add Schedule].

3. Specify Schedule Settings, as outlined below. Setting

Description

Enable: Select whether the schedule is enabled or disabled. Target Function: Select Device Software. Target Setting: Click [Browse] to select a target setting, and then click [Select]. Comment: Enter any necessary comment. First Execution Specify a start date and time to execute. Date and Time: Schedule Type: Once only: Select when executing once at a specified date and time. Weekly: Select when executing every week on a specified day of the week. Select the day of the week. Note: To execute the schedule every day, select all checkboxes.

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Configuring Server Software Monthly: Select when executing every month. Select a date in the drop-down list.

4. On Schedule Settings screen, click [OK].

Note : •

To exit, without saving settings, click [Cancel].

5. Click [OK]. 6. Confirm that added Schedule appears on Schedule List pane… Click [

], and then click [Scheduler].

Note : •

If necessary, click refresh [

].

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Configuring Server Software Edit a Schedule To edit a Schedule to execute Device Software Policy settings, proceed as follows: 1. Click [

], and then click [Scheduler], as illustrated above.

2. Select Schedule in Schedule List, and then click [

].

3. Perform steps 3 – 6, Add Schedule to Device Software Policy Setting. Delete a Schedule To delete a Schedule, proceed as follows: 1. Click [

], and then click [Scheduler].

2. Select Schedule in Schedule List, and then click [ ].

3. To confirm deletion, click [Yes].

Note : • •

To cancel the deletion, click [No]. Confirm that the Schedule has been removed from the list. If necessary, click refresh [ ].

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Configuring Server Software Executing a Policy Setting To execute a Policy, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, select [ Device Software] > [Policy], select a Policy, and then click [Execute].

3. Click [OK].

Note : •

•

A Policy setting can be checked for consistency with or applied to only manually sorted Device Groups for which the access levels of [Device Manager] are granted to a user and devices that belong to those groups, or to only manually sorted Server Groups for which the access rights are granted to a user and servers that belong to those groups. Here, a user means a person who clicks [Execute] or selects [Execute Policy] in [Execution], and does not mean a person who has specified a Policy setting. Check the result with the job log of the Administration Manager. For details, see the RICOH Streamline NX Administrator’s Guide, Managing Administration Manager Logs.

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*Add a Device Preference Template A Device Preference Template is used to configure device settings for AAM and SPM servers, thus enable authentication and job distribution, respectively. A Device Preference Policy, created in the next section, will then enable you to push that Template to all selected devices. To add a Device Preference Template, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, click [ Device Preference] > [Template], and

then click [ ].

3. Enter Template Name. 4. Enter Comment.

5. On Template Category pane, click [Authentica-

tion and Accounting Manager], and then click [Embedded Settings].

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Configuring Server Software 6. Enter Host Name: AAM Server IP address. 7. Enter Port Number: AAM Server HTTPS

port.

Important:

The HTTPS port configured for the AAM Server must always be specified as the port number. This port is used to transfer user information from the device. It is prohibited to send user information over an HTTP connection, so if an HTTP port is selected, user authentication will fail.

•

8. Next, open [Secure Print Manager]. 9. Enter Display Name: SPM Server. 10. Enter Server Name: SPM Server IP address. 11. Click [OK].

12. Confirm that the added Template appears in Device Preference Template list…

Note : •

If necessary, click refresh [

].

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Configuring Server Software Edit a Device Preference Template

Note : • •

Only users with Administrator rights can edit Device Preference Templates. Limited access users can edit only Device Preference Templates they have access rights.

To edit a Device Preference Template, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, select [ Device Preference] > [Template], select a Template, and then click [

].

Note : •

A Template Category name of a selected Template is displayed in blue.

3. Expand desired Template. 4. Perform steps 5 – 12, Add a Device Preference Template.

Copying a Device Preference Template

Note : •

Any user can copy a Template regardless of the ACL setting, though contents of the ACL settings will not be copied.

To Copy a Device Preference Template, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, select [ Device Preference] > [Template], select a Template, and then click [ ].

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Configuring Server Software Copied Device Preference Template appears… 3. Perform steps from 3 – 12, Add a Device Preference Template.

Export/Import a Device Preference Template A. Export a Device Preference Template

Note : •

Any user can export a Template regardless of the ACL setting, though contents of the ACL settings will not be exported. For details on ACL settings, see the RICOH Streamline NX Administrator’s Guide.

1. Click [Configuration] tab. 2. On Category pane, click [Device Preference] > [Template], select a Template, and then click [ ].

3. Specify a destination, and then click [Save].

Note : •

To cancel the setting, click [Cancel].

Export is complete… 4. Click [OK].

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Configuring Server Software B. Import a Device Preference Template

Note : •

Only users with Administrator rights can import Server Preference Templates.

1. Complete steps 1 - 2 above. 2. On Device Preference Template list, select a Template file to be imported, and then click [ ]. 3. Click [Open].

Note : • •

To cancel the setting, click [Cancel]. If information on the imported CSV file is not displayed, click refresh [ Preference Template pane.

] on the Device

Delete a Device Preference Template Note : • Only users with Administrator rights can delete any Device Preference Templates. • Limited access users can delete only Device Preference Templates they have access rights. To delete a Device Preference Template, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, select [ Device Preference] > [Template], select a Template, and then click [ ].

Note : •

Multiple Templates can be selected.

3. Click [Yes].

Note : • •

To cancel the deletion, click [No]. Confirm that Template has been removed from the list. If necessary, click refresh [

].

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*Add/Execute a Device Preference Policy After creation of the Device Preference Template, you must add a Device Preference Policy that will push Template settings to all selected devices, which enables authentication and job distribution through the AAM and SPM Servers, respectively. To add a Policy that will apply the Device Preference Template to select devices, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, click [ Device Preference] > [Template], and then click [ 3. Specify Policy Settings, as follows:

].

a. Enter Policy Name. b. Click [Browse] to select previously-created Device Preference Template.

c. Select Template. d. Click [Select].

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Configuring Server Software e. Confirm that selected Template displays… f. Click [ ] to add a device to which this Template will be applied.

g. On Groups pane, click [IP Address] or [Model].

h. Select device on Devices pane. i. Click [Select].

j. Confirm that the selected device appears on Selected Devices pane, and then click [OK].

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Configuring Server Software k. Confirm that selected device appears… l. For Job execution type, select [Apply]. m. For Execution, select [Now].

Note : • •

When [Now] is selected, the job is executed immediately after clicking [OK]. If [Now] is not selected, [Execute Policy] can be selected by right-clicking on the Policy on Device Software Policy list, to manually execute the job.

4. Click [OK]. 5. On Information (job execution confirmation) screen, click [OK].

6. Confirm that the Policy appears in Device Preference Policy list…

7. Use the [Job] and [Log] screens to confirm that the Device Preference Policy has been successfully applied.

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Configuring Server Software Edit a Device Preference Policy To edit a Device Preference Policy, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, click [ Device Preference] > [Policy], select Policy, and then click [ ].

3. Follow steps 3 – 7, Add/Execute a Device Preference Policy.

Delete a Device Preference Policy To delete a Device Preference Policy, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, click [ Device Preference] > [Policy], select Policy, and then click [ ].

3. Click [Yes].

Note : • •

To cancel the deletion, click [No]. Confirm that Policy has been removed from the list. If necessary, click refresh [ ] on the Device Preference Policy pane. 133 Streamline NX Server Software Installation & Configuration Guide

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Step 8: Configure Servers Streamline NX servers are registered through Administration Manager’s Server Management screen. Specifically, you must register servers for Authentication and Accounting Manager (AAM), a standard SL-NX component. If Scan and Fax Manager (SFM) and Secure Print Manager (SPM) components have been purchased, those servers must be registered as well. After registration is complete, you can access the Home page of each server component, for on-going system management. For details, see the RICOH Streamline NX Administrator’s Guide. The Server Management screen has two panes: A. Server Groups B. Server List When servers are registered, they are automatically sorted by server type; the folder is displayed in blue. For details, see Add Servers (to follow). Note that depending on your needs, the registered servers can also be manually sorted into groups; the folder is displayed in yellow. For details, see Group Servers.

*Add Servers Note : •

Only users with Administrator rights can add servers.

To add the AAM Server, proceed as follows: 1. Click [Server Management] tab. 2. On Server List, right-click [Server Name] > [Add Server]…

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3. Specify Server Settings, as outlined below: Setting

Description

Server Name: Enter a server name, e.g., AAM Server, SFM Server or SPM Server. Server Type: Select server type from drop-down list: • Authentication and Accounting Manager • Scan and Fax Manager • Secure Print Manager Note: To enable log-in to the individual servers (Single Sign-On), you must select the correct Server Type for the specified URL (shown below). Language: • Authentication and Accounting Manager & Secure Print Manager: AdminTool for each server uses the language you selected when logging in, either [English] or [Japanese]. • Scan and Fax Manager: Select [English], [German], [French], [Italian], [Spanish], [Dutch], [Danish], [Portuguese], [Norwegian], [Russian], [Simplified Chinese] or [Japanese]. URL: Enter a URL in the format to follow, in order to open the AdminTool of the respective server. Server Name URL Entry Examples AAM Server http://AAMServer IPAddress:8081/aam-s 1 SFM Server http:// SFMServer IPAddress:8082/sfm SPM Server http://SPM Server IPAddress:8083/spm-s 1

If a virtual directory (directory on the web server) was specified during installation of the SFM Server, the default virtual directory is sfm. Note: • Do not use a loopback address (127.0.0.1) or a host name “localhost” when accessing the ADM Server remotely. Otherwise, a single sign-on (SSO) service will not work. • If the SSL protocol and a port number are specified, ADM can connect to each server using the HTTPS protocols. If any SSL certificates for servers are not imported to ADM, the default certificate can be used. • When using the default certificate in Internet Explorer 9 or 10: In Internet Explorer, [Warn about certificate address mismatch] is enabled by default. If connecting to the AAM, SFM or SPM Server through the Administration Manager AdminTool, specify a correct site name for each certificate to apply to the Administration Manager. • For details on the SSL certificates, see the RICOH Streamline NX Administrator’s Guide. Comment: Enter any necessary comment.

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Configuring Server Software 4. Click [OK].

Note : •

To exit without saving settings, click [Cancel].

5. To add the next server, repeat steps 2 – 4. 6. Confirm that servers display on Server List…

Note : • •

•

If necessary, click refresh [ ] on the Server List pane to update screen. Administration Manager cannot be used to register or manage the Report Generator. For details, see Step 10: Configure Report Generator. A server that does not belong to any other groups on the same level is in the No Value folder.

*Confirm ADM Connection to Servers To confirm that Administration Manager can access AAM, SFM and SPM servers, proceed as follows:

Important: •

If using Internet Explorer 11 as your web browser, see IE 11 Protected Mode.

1. Log in to Administration Manager AdminTool. 2. Confirm that the following values have been set.

[Authentication Profile1]: built-in [Password]: blank [Language]: English

3. Click [Server Management] tab.

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Configuring Server Software 4. On Server Groups pane, click [ Server Type].

5. Click AAM Server URL, to open AAM Home page.

AAM Home Page

Important: •

•

If the error message at right displays, a connection cannot be established between the ADM and AAM Server. See Appendix K: Troubleshooting Checklist. If the error message at right displays, there is a mistake in the AAM Server authentication settings. A connection can be established with the AAM Server, but AAM-S authentication has failed. See Configure Authentication Profile.

6. Close your web browser. 7. Repeat steps 4 – 6 to open SFM Home page, and then SPM Home page.

SFM Home Page

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Configuring Server Software SPM Home Page

Note : •

For management of AAM, SFM and SPM Servers, see the RICOH Streamline NX Administrator’s Guide.

8. When finished, close your web browser.

IE 11 Protected Mode In order for SL-NX web pages (ADM, AAM, SPM and/or SFM) to display in Internet Explorer 11, the Protected Mode setting must be unchecked, otherwise the error message at right displays... To resolve this issue, proceed as follows: 1. Open IE 11 web browser. 2. Click [Tools] > [Internet Options]. 3. Uncheck Protected Mode, and then click [OK]. 4. Restart Internet Explorer.

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Note : •

Only users with Administrator rights can edit servers.

To edit a server, proceed as follows: 1. Click [Server Management] tab, right-click on desired server row, and then click [Edit Server].

2. Select Server Type from drop-down list. 3. Edit Server Settings, as required. For details, see Server

Settings.

4. Click [OK].

Note : •

If necessary, click refresh [

] on the Server List pane to update screen.

Group Servers Servers can be manually sorted into groups, which can ease management by dividing a large number of servers into categories. When a manually sorted server group is selected on the [Server Groups] pane, the information of servers registered in the selected group are displayed on the [Server List] pane. A Parent Group (root group), or a sub group that belongs to a Parent Group, can be registered to classify servers. To register a Parent Group, proceed as follows: 1. Click [Server Management] tab > [Edit] > [Add Group].

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Important: •

If a group is selected (highlighted), right-click on group row, then click [Deselect] to deselect the group before adding a Parent Group, otherwise a sub-group belonging to the selected Parent Group will be registered.

2. Enter Group Name.

Note : •

To cancel the setting, click [Cancel].

3. Click [OK]. 4. Confirm that the Parent Group displays on the Server List…

Note : • •

The Parent Group is displayed in yellow. All registered servers are in the Parent Group you have registered. If the Group Name you entered is not displayed correctly, click refresh [ ] on the Server Groups pane.

5. To register a sub-group, select a Parent Group to which a sub-group belongs, and then [Edit] > [Add Group]. 6. Enter Group Name.

Note : •

For details on Account Control List (ACL) settings, see the RICOH Streamline NX Administrator’s Guide.

7. Click [OK]. 8. Confirm that sub-group displays…

Note : •

The name of the [Uncategorized] group cannot be changed. 140 Streamline NX Server Software Installation & Configuration Guide

Configuring Server Software Edit Server Groups

Note : • •

Only users with Administrator rights can edit both Parent Group and sub-groups. Limited access users can edit only manually sorted Device Groups for which the access level of [Server Manager] is granted.

To edit a Parent Group or sub-group name, proceed as follows: 1. Click [Device Management] tab. 2. On Server Groups pane, select desired Parent Group or

sub-group, right-click on row, and then click [Edit Group].

3. Edit Group Name. 4. Click [OK].

Note : • •

To cancel setting, click [Cancel]. If necessary, click refresh [ ] on the Server Groups pane to update screen.

Delete Server Groups

Note : • • •

Only users with Administrator rights can edit both Parent Group and sub-groups. Limited access users can edit only manually sorted Device Groups for which the access level of [Server Manager] is granted. When a Parent Group or sub-group is deleted, the registered servers are not deleted.

To delete a Parent Group or sub-group name, proceed as follows: 1. Click [Device Management] tab. 2. On Device Groups pane, select desired Parent Group or

Sub-Group, right-click on row, and then click [Delete Group].

3. Click [Yes].

Note : • •

To cancel deletion, click [No]. If necessary, click refresh [ ] on Server List to update screen. 141 Streamline NX Server Software Installation & Configuration Guide

Configuring Server Software Delete Servers To delete a server, proceed as follows:

Note : •

Only users with Administrator rights can delete servers.

1. Click [Server Management] tab, right-click desired server row, and then click [Delete Server].

Note : •

Multiple servers can be selected.

2. To confirm deletion, click [Yes].

Note : • •

To cancel deletion, click [No]. If necessary, click refresh [ ] on the Server List pane to update screen.

*Add a Server Preference Template With Server Preference Template settings, you can easily configure server settings. Then, in the next section, you will apply those settings to the servers. To add a Server Preference Template, proceed as follows: 1. Click [Configuration] tab. 2. On [Category] pane, select [Server Preference] > [Template], and then click [

].

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Configuring Server Software 3. Enter Template Name, up to 128 characters. 4. Enter Comment. 5. Click [OK].

Note : •

To cancel settings, click [Cancel].

To establish server settings that will be applied to the AAM Server, continue… 6. Select the newly-added Template from the Server Preference Template list, and then click [

].

7. Click [Authentication and Accounting

Manager] > [Authentication Settings].

8. Select Authentication Settings checkbox.

9. Scroll to bottom of screen, and click [Edit].

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Configuring Server Software 10. Select the Authentication Setting Name

created earlier.

Display shows selected Authentication Settings…

11. On Template Category pane, click [Scan and

Fax Manager] > [I/O Device Settings].

12. Select I/O Device Settings checkbox.

13. Click [

] to add a device to which to distribute Profiles from the SFM Server.

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Configuring Server Software 14. Select device(s), and click [OK].

15. Confirm Profile ID. A Profile ID is automatically

assigned (pf_1, pf_2, etc.), must be set as Profile ID. Profile names should not be entered. Scroll down, if necessary.

Note : The Profile ID is an ID used to specify the

screen to display on the device control panel. The screen layout is configured from [Scan and Fax Manager] > [Configuration] > [Profile]. For details, see RICOH Streamline NX Administrator’s Guide.

Important: (pf_1, pf_2, etc.) must be set as

[Profile ID] in [I/O Device Settings]. Profile names should not be entered. An ID is automatically assigned to every newly created profile. Two profiles are installed by default. "pf_1" is the ID used for standard MFPs. "pf_2" is the ID used for 4.3 inch panel MFPs. 16. On Server Preference Template pane, confirm that the created Template is successfully saved.

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Configuring Server Software Edit a Server Preference Template

Note : • •

Only users with Administrator rights can edit any Server Preference Templates. Limited access users can edit only Server Preference Templates that they have been granted access rights.

To edit a registered Server Preference Template, proceed as follows: 1. On Server Preference Template pane, select a Template, and then click [

].

2. Select [Authentication and Accounting Manager] > [Authentication Settings] or [Scan and Fax

Manager] > [I/O Device Settings].

Authentication and Accounting Manager

Scan and Fax Manager

3. Edit Template. See Add a Server Preference Template.

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Configuring Server Software Copy a Server Preference Template

Note : •

Any user can copy a Template regardless of the ACL setting, though contents of the ACL settings will not be copied.

To copy a registered Server Preference Template, proceed as follows: 1. On Server Preference Template pane, select a Template, and then click [

].

Copied Server Preference Template displays… 2. Edit as needed. See Add a Server Preference Template.

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Configuring Server Software Export/Import a Server Preference Template A Server Preference Template can be exported/imported as a UTF-8 encoded CSV file. To do so, proceed as follows: A. Export a Server Preference Template

Note : •

Any user can export a Template regardless of the ACL setting, though contents of the ACL settings will not be exported. For details on ACL settings, see the RICOH Streamline NX Administrator’s Guide.

1. Click [Server Management] tab. 2. On Category pane, click [Server Preference] > [Template], select a Template, and then click [ ].

3. Specify a destination, and then click [Save].

Note : •

To cancel the setting, click [Cancel].

Export is complete… 4. Click [OK].

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Configuring Server Software B. Importing a Server Preference Template

Note : •

Only users with Administrator rights can import Server Preference Templates.

1. Complete steps 1 - 2 above. 2. On Server Preference Template list, select a Template file to be imported, and then click [ ]. 3. Click [Open].

Note : • •

To cancel the setting, click [Cancel]. If information on the imported CSV file is not displayed on the Server Preference Template list, click refresh [ ].

Delete a Server Preference Template

Note : • •

Only users with Administrator rights can delete any Server Preference Templates. Limited access users can delete only Server Preference Templates they have access rights.

To delete a Server Preference Template, proceed as follows: 1. Click [Configuration] tab. 2. On Category pane, click [Server Preference] > [Template]. 3. On Server Preference Template pane, select a Template, and then click [

].

Note :

• Multiple Templates can be selected.

4. Click [Yes].

Note : •

To cancel deletion, click [No]. 149 Streamline NX Server Software Installation & Configuration Guide

Configuring Server Software 5. Confirm that the Template has been deleted…

Note : •

If necessary, click refresh [

].

*Add/Execute a Server Preference Policy After a Server Preference Template has been created, you add a Policy that will then push those settings to SL-NX servers specified in the Template. To add/execute a Server Preference Policy, proceed as follows: 1. Click [Configuration] tab. 2. On [Category] pane, select [Server Preference] > [Policy], and then click [

].

3. Enter Policy Name, up to 128 characters.

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Configuring Server Software 4. Click [Browse]. 5. Select Server Preference Template created in

previous section.

6. Click [Select].

7. Confirm that selected Server Preference Template displays… 8. Enter Comment. 9. Click [

] to add a server to which to apply Template settings.

10. On Groups pane, click [Server Type].

11. Click AAM Server, hold Shift and click SFM Server,

and then click [Select].

Note : •

There are no Templates for SPM Server. If a Server Preference Template is applied to a SPM Server, the selection is ignored.

12. Click [OK].

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Configuring Server Software 13. Confirm that the selected servers are displayed… 14. Select Execution [Now] checkbox. 15. Click [OK].

16. On Job Execution Information screen, click [OK].

Note : •

•

Use the [Job] and [Log] screens to confirm that the server configuration Policy has been successfully applied. When the Server Preference Policy is applied successfully, Single Sign-On will be possible to the AAM Server.

Edit a Server Preference Policy To edit a Server Preference Policy, proceed as follows: 1. Click [Configuration] tab. 2. On [Category] pane, select [Server Preference] > [Policy], select a Policy, and then click [

].

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Configuring Server Software 3. Edit Policy, as needed. See Add/Execute a Server Preference Policy.

Delete Server Preference Policy

Note : • •

Only users with Administrator rights can delete any server preference policies. Limited access users can delete only server preference policies they have access rights.

To delete a Server Preference Policy, proceed as follows: 1. Click [Configuration] tab. 2. On [Category] pane, select [Server Preference] > [Policy], select a Policy, and click [

].

3. Click [Yes].

Note : •

To cancel deletion, click [No].

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Configuring Server Software 4. Confirm that the Policy has been deleted…

Note : •

If necessary, click refresh [

].

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Step 9: Configure SFM and SPM Servers for AAM This procedure is only required if the optional Scan and Fax Manager and Secure Print Manager components have been purchased, installed and activated. By completing this step, SFM and SPM Servers will be able to communicate with AAM, for support of user authentication and job distribution.

SPM Server Configuration 1. Click [Server Management] tab. 2. On [Server Group] pane, select [Server Type] to display the registered servers.

3. On Server List, click SPM Server URL.

4. After logging in to Secure Print Manager, click [Authentication and Accounting Manager Settings].

5. For Primary Server, enter:

[Server Address]: AAM Server IP address, e.g., 192.168.0.101. [HTTPS Port Number]: AAM Server HTTPS port number, e.g., 8444

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Important: •

The HTTPS port configured for the AAM Server must always be specified as the port number. This port is used to transfer user information from the device. It is prohibited to send user information over an HTTP connection, so if an HTTP port is selected, user authentication will fail.

6. Click Connection Test [Run]. 7. Confirm that the connection test was successful, and

then click [OK].

8. To save settings, click [OK]. Scroll down, if necessary.

You should also test the connection between the SPM Server and device running SPM-E (the embedded SDK application). To do so, proceed as follows: 1. Open your web browser and type: http://DeviceIPaddress :8080/spm/login.

Note : •

Default login credentials are admin and password.

2. On navigation pane, click [System Configuration]. 3. Check settings, and then click [Run].

Note : •

Connection Test Result should indicate Succeeded.

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SFM Server Configuration 1. Click [Server Management] tab. 2. On [Server Group] pane, select [Server Type] to display the registered servers.

3. On Server List, click SFM Server URL.

SFM Home page displays… 4. Click [Configuration].

5. Click [System] tab. 6. For Primary Server, enter the following:

[Server Address]: AAM Server IP address, e.g., 192.168.0.101. [HTTPS Port Number]: AAM Server HTTPS port number, e.g., 8444

Important: •

The HTTPS port configured for the AAM Server must always be specified as the port number. This port is used to transfer user information from the device. It is prohibited to send user information over an HTTP connection, so if an HTTP port is selected, user authentication will fail. 157 Streamline NX Server Software Installation & Configuration Guide

Configuring Server Software 7. Click [Test]. 8. Confirm that the Connection Test was successful, and then

click [OK].

9. To save settings, click [Apply]. Scroll down, if necessary.

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*Create SFM Profile A Profile defines the document distribution flow of an MFP, i.e., identifies the Groups, Projects and Services available to the user at the MFP display panel. The Profile works in the background to control network scan operations.

Note : •

For details, see RICOH Streamline NX Administrator’s Guide.

Configure Scan to Folder The Scan to Folder Profile enables MFP users to save scanned documents to shared network folders or save documents locally on the server. To allow for system testing in Step 12, you must first identify a target folder for the default Profile (pf_1), which was created automatically when the SFM software was installed. 1. Log in to Administration Manager AdminTool. 2. Click [Server Management] tab, and then [Server Type] > [Scan and Fax Manager]. 3. In URL column, click SFM link.

4. On SFM Home screen, click [Profile].

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Configuring Server Software 5. On Profile list, double-click [RICOH Streamline NX(WVGA) (pf_1)].

Note : •

Two profiles are installed by default. Profile ID pf_1 specifies the screen to display on standard MFP touch panels. Profile ID pf_2 specifies the screen to display on MFPs with 4.3” touch panels.

6. On SFM Services screen, double-click [Scan to Folder].

7. On Delivery Flow screen, doubleclick [Send to Folder].

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Configuring Server Software 8. On Properties screen, select Send to Folder checkbox, and then click [Edit].

9. On General Settings screen, enter the Path to the destination folder, and any other required fields, and then click [OK].

Note :

All folder contained in the path will be available as destinations. Local folders can be specified as the destination folders. When entering local folders, use the absolute paths for each platform, e.g., C:\LocalFolder.

• •

10. Click [Filter].

Note : •

A Filter represents a set of criteria that defines input/output, controlling how a document is processed, thus extending SFM functionality.

11. On Scan Settings screen, enter desired defaults.

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Configuring Server Software 12. Click [Image Correction] tab, and select desired settings.

13. Click [Service] tab.

Note : •

After configuration is complete, you can view/confirm what the user will see on the MFP touch panel.

14. When finished, click [Apply] > [OK] to save settings.

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Configuring Server Software Configure Scan to Mail 1. Follow steps 1-5, previous section. 2. On SFM Services screen, double-click [Scan to Mail].

3. On Scan to Mail screen, double-click [Send to Mail].

4. On Properties screen, enter all required Email System Settings.

5. Click [Send to Mail Option Settings].

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Configuring Server Software 6. Select Options Settings.

7. Click [Email Search Settings]. 8. Select all required settings, and then click [OK] to save settings.

9. Click [Filter].

Note : •

A Filter represents a set of criteria that defines input/output, controlling how a document is processed, thus extending SFM functionality.

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Configuring Server Software 10. Click [Image Correction] tab, and select desired settings.

11. Click [Service] tab.

Note : •

After configuration is complete, you can view/confirm what the user will see on the MFP touch panel.

12. To test the Address Book search function, click [Search].

13. Enter search criteria, and then press [OK], to search for all email addresses that match.

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Configuring Server Software Search results display… 14. When finished, click [Apply] > [OK] to save settings.

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Step 10: Configure Report Generator This step is required to enable RG to use its internal database to build the connection to AAM and ADM Databases. RG will synchronize the data from all assigned AAMs and Administration Manager on a regular basis, as defined by the user.

Note : •

•

•

•

Version and Edition It is not possible to have different versions/editions of SQL Server over AAM, ADM and RG Databases. All the databases in the system should have the same version and edition. Authentication Type Authentication type (Windows authentication/SQL Server authentication) must be the same for all the server components (AAM, ADM and RG Databases). If AAM, ADM and RG Databases are installed onto different servers, it is recommended to ensure stable connectivity between the RG Database instance and the AAM/ADM Database instance(s) by using a tool like DTCtester before installation (http://support.microsoft.com/kb/293799/en-us). For additional information, see Step 3: Create Databases.

Important: •

The RD database must be set up before RG can be configured, otherwise it’s not possible to create a connection to the AAM Server. For details on RG Database creation, see 3.4 Report Generator Database.

To log in to Report Generator, as the administrator, proceed as follows: 1. Double-click RICOH Streamline NX Report Generator desktop icon.

Note :

To remotely connect to the RG Server from your web browser, enter the RG URL: http://:/main/AdminTool.html Example : http://192.168.0.11:8084/rg/login Report Generator login screen displays… 2. If necessary, select English from drop-down. 3. Click [Switch to Administration Login Page]

link at the bottom of the page.

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Configuring Server Software Administration Manager login screen displays… 4. Enter User Name and Password.

Note : •

Default user name is admin. Default password is password.

5. Click [Login].

Important: •

If the Report Generator login screen is blank (as shown at right), you must add Compatibility View Settings, as outlined below:

a. Click [Tools] > [Compatibility View settings].

b. Add loopback IP address, SL-NX Server IP address and localhost (RG URL) to the Compatibility View list.

Note : •

The addresses added to compatibility mode will depend on where the RG page is being accessed from. For instance, if the Administrator (or user) is accessing the RG page locally, then the localhost and loopback address (127.0.0.1) must be added. If accessing the page remotely, then the IP address and/or host name must be added.

c. If necessary, select [Display intranet sites in Compatibility View] and [Use Microsoft compatibility list] checkboxes. d. Click [Close].

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*RG Database Connection In order to generate reports, you must connect the RG Server to the RG Database, as follows: Continuing from step 5, previous page… 1. Click [RG Database Connection].

2. Specify RG Database Connection settings, as outlined below: Setting

Description

Database Host Host name/IP address of the database to be used by the Report Generator, for example, 192.168.1.101. Connection Select Instance Name. Type Port Number Automatically selected. Instance Name Database Name Authentication Type User Name & Password

Instance name of the database to be used by the Report Generator, StreamlineNX. Name of the database to be used by the Report Generator, RG. Database authentication method, SQL Server Authentication. SQL user name and password only when using SQL Server Authentication, for example, sa.

3. Click [Test Connection] to check whether the database

connection is specified correction.

Note : •

If the database is not set up correctly, the pop-up message reads, “Connection failed, please check the error log for details.

4. Click [OK].

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SQL Server 2012 Express Edition Setting This step is only required if you are using SQL Server 2012 Express Edition. 1. Click [MS SQL Edition Setting].

2. Select [Express Edition]. 3. Click [OK].

*AAM/ADM Synchronization In order to create reports, you must set up the connection to the AAM and ADM Databases, and then schedule synchronization of those databases with Report Generator. 1. Click [AAM/ADM Synchronization].

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Configuring Server Software AAM/ADM screen displays… 2. To add an AAM Database, click [Add].

3. Specify the connections to the AAM and ADM Databases, as outlined below: Setting

Description

Name Display name for this connection setting, AAM. Use same When this checkbox is selected, instance as RG [Database Host], [Connection Type], [Port Number] and [Instance Name] are grayed out. Database Host Host name/IP address of the database to be used by the AAM Server. Connection Instance name. Type Port Number Not necessary. Instance Name Instance name of the database to be used by the AAM Server, StreamlineNX. Database Instance name of the database to Name be used by the AAM Server, AAM. Authentication SQL Server Authentication Type User Name & SQL user name and password only Password when using SQL authentication

4. After entering information, click [Test Connection].

Next, configure scheduled synchronization between the Report Generator and the AAM Database. 5. On Synchronization tab, click [Add]. [Daily], [Weekly], or [Monthly] synchronization can be selected. 6. Click [Execute Now] and confirm that scheduled synchronization to the AAM Database can be

executed.

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Note : •

If the [Execute Now] button is grayed out, click [OK] and return to the [AAM/ADM] screen. Click the [Edit] button, and when returning to the [AAM Database creation/edition page] screen, the [Execute Now] will be selectable.

7. When you have finished configuring synchronization

with the AAM Database, click [OK] and return to the [AAM/ADM] screen.

8. To add an ADM Database, click [Add].

[ADM Database creation/edition page] screen displays. 9. Specify the connection settings, as outlined below: Setting

Description

Name Display name for this connection setting, ADM.

Use same instance as RG When this checkbox is selected, [Database Host], [Connection Type], [Port Number] and [Instance Name] are grayed out. Database Host Host name/IP address of the database to be used by the AAM Server. Connection Type

Instance name.

Port Number

Not necessary.

Instance Name Instance name of the database to be used by the ADM Server, StreamlineNX. Database Name Authentication Type User Name & Password

Instance name of the database to be used by the AAM Server, ADM. SQL Server Authentication SQL user name and password only when using SQL authentication, e.g., sa, set password.

10. After information is entered, click [Test Connection], and then click [OK]. Next, configure scheduled synchronization between the Report Generator and the ADM Database. 11. On Synchronization tab, click [Add]. The

configuration process is identical to that for the AAM Server.

12. Click [Execute Now] and confirm that scheduled

synchronization to the ADM Database can be executed.

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Note : •

If the test connection fails, check the database connection settings.

13. After you have finished configuring synchronization with the ADM Database, click [OK]. 14. On AAM/ADM screen, confirm that the Status column indicates, SUCCESS.

Note : • •

Refer to Reports Generator Administrator’s Guide for information on configuring the Report Generator user accounts. The accounts you create can then be used to Log into the Report Generator user screen. Refer to Report Generator User Manual for the Report Generator usage procedures.

Important: •

•

•

Report data is output based on data synchronized from the ADM and AAM Databases. In order to confirm the operation of the Report Generator, you need to perform printing with the device in which Streamline NX has already been installed. After printing, the Report Generator must synchronize with the AAM Database (as specified by [AAM/ADM Database creation/edition page] schedule settings, or by clicking [Execute Now]). Synchronization of different databases should never run at the same time. So schedules should be configured in order to avoid time overlap. Basically a minimum of 1 hour difference is recommended between each synchronization schedule. More might be required depending on the size and activity of the account. If multiple synchronizations are executed simultaneously, some might fail. In such case, the failed synchronizations can simply be restarted at a later time.

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Install & Configure Print Drivers & Ports

Step 11: Install & Configure Print Drivers & Ports If RICOH Streamline NX’s optional Secure Print Manager software has been purchased, installed and activated, you must install and configure a print driver to enable secure printing to devices; authentication services will then be available at all SL-NX-enabled devices. While you can install a print driver specific to each Ricoh model, the recommended print driver is the RICOH Universal Print Driver, which supports current and legacy MFPs and laser printers. Regardless of print driver chosen, you must establish authentication settings and configure ports. After installing SPM software on the server, the SNX SPM Port, SNX SPM Direct Port and SNX SPM External Port are automatically installed at the same time. • • •

SL-NX SPM Port – Used for secure printing to SL-NX-enabled Ricoh devices, i.e., user must authenticate before print jobs are released. Print metrics are gathered for reporting purposes. SL-NX SPM Direct Port – Used for printing to devices that are not SL-NX-enabled. Print metrics are gathered for reporting purposes. SL-NX SPM External Port – Used for printing to select OEM devices that are not SL-NX enabled. Print metrics are not gathered.

Note : •

• •

The screens of the Universal Print Driver are used for the illustrations in this section, on a computer running Windows Server 2012. As such, navigating to the properties screen of a specific print driver will differ depending on the Operating System in use. You may need to run the Add Printer Wizard in Administrative mode, in some situations. For details on how to print use the Universal Print Driver, see the RICOH Streamline NX User’s Guide.

*Download Universal Print Driver Important: •

When installing print drivers, you must perform driver download to the SPM Server, not a client PC.

1. From SPM Server, navigate to www.ricoh-usa.com, and click [Downloads]. 2. Scroll down, and click [Universal Print Driver].

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Install & Configure Print Drivers & Ports 3. Select, for example, 32-bit or 64-bit PCL6 Driver.

Important: •

Though we are using a 64-bit PCL6 Driver as an example, additional drivers should be downloaded and installed to the Print Server via “Additional Drivers” on the “Sharing” tab, as necessary. This will accommodate all of the Client Operating Systems on the network.

4. Read licensing agreement, and click I agree .

5. Choose your Operating System.

Note : •

Unless noted, the chosen OS is 32-bit.

6. Click [Download] for PCL6 Driver.

7. Click [Save]. 8. Click [View Downloads]. 9. Click [Run].

10. Browse to target folder, and click [OK].

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Install & Configure Print Drivers & Ports 11. Click [Unzip]. 12. Click [OK].

13. Close open window(s).

Download of the Ricoh Universal Print Driver is complete!

Configure SL-NX SPM Port For secure printing to SL-NX-enabled Ricoh devices, via the Universal Print Driver, configure the SL-NX SPM Port as follows: 1. Navigate to Devices and Printers. 2. Click [Add a printer].

Note : •

Click [Stop], if you wish to cancel printer search.

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Install & Configure Print Drivers & Ports 3. Click The printer that I want isn’t listed .

4. With Add a local printer… select, click [Next].

5. From Use an existing port drop-down, select SNX SPM Port, and then click [Next].

6. Now, install the Universal Print Driver. 7. On Manufacturer list, select RICOH and print driver. 8. Click [Have Disk…]. 9. Browse to Universal Print Driver folder, and open file.

10. Click [OK].

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Install & Configure Print Drivers & Ports 11. Select preferred print driver, and then click [Next].

12. Click [Next].

13. Enter Printer name, and click [Next].

14. Enter Share name, Location and Comment fields, and then click [Next].

Important: •

If your environment requires mobile printing to this device, using the RICOH Smart Device Print & Scan app, the share name cannot contain spaces.

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Install & Configure Print Drivers & Ports 15. Click [Finish].

New printer (with SPM Port) is added to printer list…

SL-NX SPM Port configuration is complete!

Configure SL-NX SPM Direct Port In this step, you will establish settings for printing to devices are not SL-NX enabled. Note, however, that print metrics are gathered for reporting purposes. 1. Navigate to Devices and Printers. 2. Click [Add a printer].

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Note : •

Click [Stop], if you wish to cancel printer search.

3. Click The printer that I want isn’t listed .

4. With Add a local printer… selected, click [Next].

5. Select [Create a new Port]. 6. Select SNX SPM Direct Port from drop-down list, and then click [Next].

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Install & Configure Print Drivers & Ports Secure Print Manager Direct Port Wizard opens… 7. Click [Next].

8. Enter Printer Name, IP address or URL, and click [Next].

Note : • • •

Printer Name/IP address/URl field can contain up to 256 characters. Port Name can contain up to 63 characters. If port is to be used for logged-in users only, [Create Direct Port for alias users only] checkbox should be deselected.

9. Select [SNMPv1/v2] or [SNMPv3] (encrypted) setting.

Note : •

When a URL is entered in step 8, select the checkbox of [Authentication is required] to enable the HTTP communication with authentication, enter a user name and password, respectively, using up to 8 characters, and then click [Next]. A connection test is performed. If authentication fails, an error message appears. Enter the correct user name and password.

•

SNMPv1/v2 When selecting SNMPv1/v2, enter SNMP community name (up to 15 characters), and then click [Next].

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Install & Configure Print Drivers & Ports •

SNMPv3 When select SNMPv3, specify the settings outlined below, and then click [Next]. Setting

Description

Context Name: Enter a context name using up to 32 characters. GWNCS is the default setting. Authentication Select [SHA] or [MD5] for an authentication Algorithm: algorithm. [SHA1] is the default setting. Encryption Select [AES128] or [DES] for an encryption Algorithm: algorithm. [DES] is the default setting. Permit SNMP v3 Select whether to encrypt the SNMP v3 Communication: Communication. [Encryption] is the default setting. Encryption Enter a password for encryption of SNMP v3 Password: communication, using up to 32 characters. Account Name: Enter a user name for authentication of SNMP v3 communication, using up to 32 characters. Authentication Enter a password for authentication of SNMP v3 Password: communication, using up to 32 characters.

10. Confirm SNMP protocol settings, and then click [Finish]. SNMPv1/v2

SNMPv3

11. Now, install the Universal Print Driver. 12. On Manufacturer list, select RICOH and print driver. 13. Click [Have Disk…].

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Install & Configure Print Drivers & Ports 14. Browse to Universal Print Driver folder, and open file. 15. Click [OK].

16. Select preferred print driver, and then click [Next].

17. Click [Next].

18. Enter Printer name, and click [Next].

19. Enter Share name, Location and Comment fields.

Important: •

If your environment requires mobile printing to this device, using the RICOH Smart Device Print & Scan app, the share name cannot contain spaces.

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Install & Configure Print Drivers & Ports 20. Print a test page, if you like, and then click [Finish].

SL-NX SPM Direct Port configuration is complete!

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Universal Print Driver Authentication Settings User authentication at the device can be enabled through the Universal Print Driver, as follows: 1. From the SPM Server, navigate to Devices and Printers. 2. Right-click Universal Print Driver icon, and then select [Printer Properties].

3. On General tab, click [Advanced Options].

4. Select [User Authentication] checkbox. 5. Click [OK].

Universal Print Driver Authentication configuration is complete!

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Install & Configure Print Drivers & Ports

Configure SL-NX SPM External Port Settings The Streamline NX Secure Print Manager External Port is used to send print data to other manufacturer’s models, specifically, the SP 4400S, SP 4410SF, SP 4420SF devices. These OEM models do not support Streamline NX, thus the prints generated are not available for reporting purposes. To enable external printing to these devices, proceed as follows: 1. From SPM Server, navigate to Devices and Printers. 2. Click [Add a printer].

Note : •

Click [Stop], if you wish to cancel printer search.

3. Click The printer that I want isn’t listed .

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Install & Configure Print Drivers & Ports 4. With Add a local printer… selected, click [Next].

5. Select Use an existing port drop-down, and select SNX SPM External Port, and then click [Next].

6. Now, install the Universal Print Driver.

7. On Manufacturer list, select RICOH and print driver. 8. Click [Have Disk…]. 9. Browse to Universal Print Driver folder, and open file. 10. Click [OK].

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Install & Configure Print Drivers & Ports 11. Select preferred print driver, and then click [Next].

12. Click [Next].

13. Enter Printer name, and click [Next].

14. Enter Share name, Location and Comment fields.

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Install & Configure Print Drivers & Ports 15. Print a test page, if you like, and then click [Finish].

SL-NX SPM External Port configuration is complete!

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Test System

Step 12: Test System After completion of all required installation and configuration steps, confirm that Administration Manager can connect to each server and that all services are started. Next, in this section, you will test authentication, secure print release, scanning at the device, and then report generation.

Test Authentication How a user logs in to the device is based on SL-NX configuration settings. The available login methods include the following: 1. 2. 3. 4. 5.

Manual Login (User Name/Password) Card Login Card and Login Password PIN Code Login Guest User Login

The basic procedures for 1) Manual Login and 2) Card Login are outlined below. Manual Login 1. On MFP touch screen, confirm that Login screen displays… 2. Press [Login].

3. Enter User Name, and then press [OK].

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Test System 4. Enter Login Password, and then press [OK].

Note : •

Entered password is masked.

5. Confirm that the RICOH Streamline NX [Home] screen displays… 6. To end session, press [Logout].

Important:

If the Streamline NX Home screen does not display, check the following items: Confirmation Item SDK Application

Sections within Guide

Explanation

Add a Device Software Template Add/Execute a Device Software Policy

Installation status of each application

Device Configuration

Add a Device Preference Template Add/Execute a Device Preference Policy

Configuration items/application status

Server Confirmations

Configure Authentication Profile Add a Server Preference Template Add/Execute a Server Preference Policy

Configuration items/application status

Note : •

For more information, including list of login error codes, see the RICOH Streamline NX User’s Guide.

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Test System Card Login To utilize card authentication, you must first register your card ID on the device, as follows: 1. On MFP touch screen, confirm that Login screen displays… 2. Hold card over card reader (or insert into card reader).

A screen prompting you to register the card displays … 3. Press [Register].

4. Enter User Name, up to 128 characters, and then press [OK].

5. Enter Login Password, up to 128 characters, and then press [OK].

Note : •

Entered password is masked.

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Test System 6. Confirm that RICOH Streamline NX [Home] screen displays…

7. Press [Logout]. 8. Hold card over the card reader again. If the login attempt is successful, the RICOH Streamline NX Home screen displays.

Note : •

Card login registration can also be performed on the AAM Server.

Test Scanning Scan and Fax Manager operation will depend on how projects were configured for document delivery. As such, procedures will vary. 1. Log in to the device (see previous section, if necessary), and then confirm that the RICOH Streamline NX [Home] screen displays… 2. Execute the Projects whose operation you wish to confirm, and check that they are distributed correctly.

Note : •

For details, see the RICOH Streamline NX User’s Guide.

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Test System

Test Secure Print Release

Secure Print Manager operation confirmation is performed by confirming Secure Print and Direct Print. Secure Print 1. On the SPM Server, open Notepad. 2. Enter text, e.g., Test.

Note : •

The job will not be saved correctly if Notepad does not contain text.

3. Select Secure Print port set up when installing Streamline NX, and print contents of Notepad.

To confirm that the print job was successful, proceed as follows: 4. Log in to Administration Manager AdminTool. 5. Click [Log], and then select [Secure Print Manager] and [SPM] from drop-down lists.

Note : •

If the job is not saved successfully, the job result will be “Failed.” See the [Message] field for the reason.

6. Log in to the account used to issue the print job to the device. 194 Streamline NX Server Software Installation & Configuration Guide

Test System 7. Log in to the device, and confirm that the print job is displayed.

Note : •

If the print job is not displayed, check the port settings.

8. Execute the print job, and confirm that the printout matches what was entered in Notepad. 9. This completes the Secure Print operation confirmation process. Direct Print 1. Set up Notepad in the same way as with the Secure Print operation confirmation process. 2. Select the Direct Print port set up when installing RICOH Streamline NX, and print the contents of the Notepad. 3. Confirm that the printout from the device matches what was entered in Notepad. 4. This completes the Direct Print operation confirmation process.

Note : •

If the print job is not displayed, check the port settings.

Test Report Generation To confirm the operation of Report Generator, issue an immediate report. The actual creation of the report confirms that Report Generator is functioning correctly.

Note : •

For details, see RICOH Streamline NX Report Generator User Manual.

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Installation Restrictions

Appendix A: Installation Restrictions 10 Administration Manager •

•

•

•

Account for installation To install Administration Manager, you must have Administrator rights, which means you must belong to the Administrator’s group. Computer name The name of the computer on which you install Administration Manager must contain only alphanumeric characters (A-Z, a-z, 0-9) and hyphens (-). Name of the program files folder Although the name of the Program Files folder varies depending on the Operating System being used, the installer displays the default installation folder as "Program Files". Because the installer needs the name in English, do not change it to the localized name. Modifying the database information or port number used To modify the above settings, re-install the product from the installation media. Uninstallation of the product before starting the re-installation may be required depending on the settings you want to modify. To change the Database Information or Port Number, re-install the product in the following manner: 1. Uninstall the current Administration Manager from the PC. 2. Re-install the product from the installation media.

Accounting and Authentication Manager •

•

•

•

Account for installation To install Authentication and Accounting Manager, you must have Administrator rights, which means you must belong to the Administrator’s group. Computer name The name of a computer on which Authentication and Accounting Manager is installed should consist of alphanumeric characters (A-Z, a-z, 0-9) and hyphens (-) only. Installation Folder On the creating installation folder screen of the installer, the icon for creating a folder is disabled when the Program Files folder is selected as the installation folder. In this case, enter a folder name directly in the folder name column, or create an installation folder using the Internet Explorer etc. in advance. After you change IP address, domain name and port number of your PC, restart the PC.

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Installation Restrictions

Scan and Fax Manager •

•

• •

•

•

•

Scan and Fax Manager cannot be installed on a PC where any of the following products are already installed: − DeskTopBinder Lite/Professional − ScanRouter Document Server − ScanRouter V2 Professional − ScanRouter Web Navigator − ScanRouter Enterprise − GlobalScan NX − ScanRouter Ex Professional/Enterprise Account for installation To install Scan and Fax Manager, you must have Administrator rights, which means you must belong to the Administrator’s group. Do not install Scan and Fax Manager on a domain controller Do not install Scan and Fax Manager on a computer that is acting as a domain controller. Computer name The name of the computer on which you install Scan and Fax Manager must contain only alphanumeric characters (A-Z, a-z, 0-9) and hyphens (-). Installation folder The button to create a new folder will be disabled on the Install Folder Selection screen of the installer when the Program Files folder is selected as the destination folder. New folders can be created under the Program Files folder by manually editing the path name. However, it is suggested that the new folder be created before starting the installation. Name of the program files folder Although the name of the Program Files folder varies depending on the Operating System being used, the installer displays the default installation folder as “Program Files.” Because the installer needs the name in English, do not change it to the localized name. IIS, the ISAPI extension & the ISAPI filter If you use IIS 7 as your Web server on Windows Server 2008, you need to have both ISAPI extension and the ISAPI filter installed on the computer where IIS is installed.

Secure Print Manager •

•

•

• •

Account for installation The SPM Server should be installed by a person who has the administrative authorization for the computer on which the software will be installed. Computer name The name of computer with the SPM Server installed should consist of alphanumeric characters (A-Z, a-z, 0-9) and hyphens (-) only. Installation source You cannot install the SPM Server from a network drive. Install from a DVD-ROM drive on the computer on which the SPM Server will be installed. When you copy the install software into a hard drive, installation may fail if the installation path is too long. MS SQL Server You cannot install Microsoft SQL Server on a compressed drive or on a compressed folder. SSL 197 Streamline NX Server Software Installation & Configuration Guide

Installation Restrictions

•

When communicating with SSL between the client computers and the SPM server, install IIS (Internet Information Services) on the SPM server by using a certificate issued by a trusted certificate authority. IP address change Restart the computer with the SPM Server installed if the IP address is changed.

Report Generator •

•

•

•

•

•

Account for installation To install Report Generator, you must have Administrator rights, which means you must belong to the Administrator’s group. Installation folder On the creating installation folder screen of the installer, the temporary files folder should not have space character in its path. Database − The RG Database cannot use same MS SQL instance as AAM or ADM Databases. − The MSDTC service for AAM Database, ADM Database and RG Database Servers must be running for data synchronization to work in case they are not running on the same physical server. − Authentication type (windows authentication/SQL authentication) must be the same on all the server components (AAM Database, ADM Database and RG Database) − If synchronization fails because of a timeout, the user needs to execute the synchronization again manually. Microsoft SQL Server 2012 Express − When using MS SQL 2012 Express, the RG Server and RG Database must be on the same physical server. − The RG service requires Administrator rights in order to configure the MS windows scheduler and before the installation of RG, windows scheduler service should be running. MS SQL 2005 When using MS SQL 2005, the synchronization between AAM Database/ADM Database and RG Database could stop before the synchronization finishes. In such a case, please execute the synchronization manually again. Synchronization It is not possible to run multiple synchronizations at the same time. This can lead to the synchronizations to fail. Restarting synchronizations will solve the problem.

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Configuring Windows Firewall

Appendix B: Configuring Windows Firewall This section provides an overview of how to configure Microsoft’s Firewall Rules, i.e., exceptions, to SL-NX ports using Windows Server 2012R2. This procedure will enable devices to connect to individual SL-NX components. If exceptions are improperly configured, devices won’t be able to connect to these components. To configure SL-NX port exceptions, proceed as follows: 1. On Server Manager Dashboard, click [Local Server]. 2. Click [Windows Firewall] setting.

3. Click [Advanced settings].

Important: •

If testing, troubleshooting or demonstrating SL-NX, you can turn Windows Firewall off. On navigation pane, click [Turn Windows Firewall on or off], and then select [Turn of Windows Firewall (not recommended)] for each network type, and click [OK].

4. Click [Inbound Rules].

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Configuring Windows Firewall 5. Click [New Rule].

Note : •

SL-NX auto creates the port exceptions named FRPRINT_HTTP/HTTPS during installation of the SPM software component.

6. Select [Port], and then click [Next].

7. Select [TCP] and [Specific local ports]. 8. Enter ADM port, 8080 (or a range for all components, 8080-8084), and then click [Next >].

Important: •

Port numbers may vary, as they are entered during installation of each component.

9. Click [Allow the connection], and then click [Next >].

Note : •

If you added exceptions for the secure ports of the components, you can select the second option.

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Configuring Windows Firewall 10. Select desired networks you wish to apply the exception, and then click [Next >].

Note : •

Depending on the environment, you may need to select one, two, or all of the networks.

11. Enter a friendly Name and Description, and then click [Finish].

Important: •

•

Once finished entering the exception, if you entered a port range (8080-8084, commonly used) to address all the components installed on this server, you would repeat the steps for the secure ports range (8443-8447, commonly used). If you entered a single port you would repeat the steps for the secure port number, and then repeat again and again for each component installed on the server.

12. When finished, close Windows Firewall [X].

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Enabling .NET Framework

Appendix C: Enabling .NET Framework Streamline NX requires .NET Framework. If this feature is not enabled during SQL Server software installation, you will be prompted. Follow the procedures outlined below: 1. Click [OK].

2. Click [Add Features].

3. On Role Services screen, select [.NET Extensibility] checkbox. 4. Click [Next >].

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Enabling .NET Framework 5. On Confirmation screen, click [Install].

Installation begins…

Progress screen displays…

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Enabling .NET Framework 6. On Results screen, click [Close].

7. On Features screen, .NET Framework indicates “Installed.”

8. Close window [X] or click [Cancel] to exit. 9. If necessary, continue with SQL Server software installation.

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Updating Microsoft SQL Server 2008

Appendix D: Updating Microsoft SQL Server 2008 If using Microsoft SQL Server 2008, it is recommended that you download available updates, as follows: 1. Download Microsoft SQL Server 2008 Service Pack 1 (SP1) from Microsoft Download Center. 2. Open downloaded Microsoft SQL Server 2008 Service Pack 1 (SP1) .exe file. [Welcome] screen appears. 3. Click [Next >]. [Select Features] screen appears. 4. Select the check box of [STREAMLINENX], and then click [Next >]. [Check Files In Use] screen appears. 5. Click [Next >]. [Ready to Update] screen appears. 6. Click [Update]. [Update Progress] screen appears.

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Enabling Flash Plugin for IE (on Win 2012)

Appendix E: Enabling Flash Plugin for IE (on Win 2012) If your web browser (IE) does not support Flash Player, you must install this plugin. For Windows 2012 users, this can be performed by enabling Desktop Experience, a new Windows 2012 feature. To install Desktop Experience using Server Manager, proceed as follows: 1. Click [Start] > [Server Manager]. 2. In Server Manager, click [Add roles and features].

3. Select [Installation Type] as Role-based…, and then click [Next >].

4. Click [Next >].

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Enabling Flash Plugin for IE (on Win 2012) 5. Select [Features]. 6. Expand [User Interface and Infrastructure (Installed)]. 7. Select [Desktop Experience] checkbox.

8. Click [Install].

9. After installation is complete, click [Close].

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Enabling Flash Plugin for IE (on Win 2012) To uninstall Desktop Experience using Server Manager, proceed as follows: 1. Follow Steps 1-3, above. 2. Deselect [Desktop Experience] checkbox. 3. Click [Next >], and then click [Remove].

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Configuring Proxy Server

Appendix F: Configuring Proxy Server If connecting to the Internet through a proxy server, for license activation, you must configure proxy settings. To do so, proceed as follows: 1. Open Streamline NX Activation Tool, and then click [Proxy Settings].

2. Specify a proxy server. Setting

Description

Use Proxy Server

Select checkbox to enable the proxy server settings. Address: Enter proxy server address. Port: Enter port number of the proxy server. Note:

Use Proxy Server Authentication

•

Server address and port number are required fields, otherwise an error message appears.

•

If the specified port number is not in the range of 1 – 65535, or is already in use, an error message appears.

Select checkbox to use proxy server authentication. User Name: Enter a user name for proxy authentication. Password: Enter password for proxy authentication. Note: User Name and Password are required fields, otherwise an error message appears.

Connection Test

Click [Connection Test] to test the connection to the activation server.

3. Click [OK].

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Managing Software Components

Appendix G: Managing Software Components Uninstall Software When uninstalling SL-NX software, you must first deactivate the Base License, which will remove license codes for ADM/AAM/RG/SPM/SFM. After license deactivation, you can then run the uninstall.

Deactivate Licenses Note : • • • • • • • •

When deactivation is performed, all licenses registered to ADM will be deactivated. By deactivating a currently-used license, the license can be used for other computers. Deactivating licenses one by one is not supported. There is no deactivation procedure required for optional SFM Plugins. Product keys and license codes can be confirmed on the Activation List. For details, see Checking Activation List. For details on activation, see Step 6: Activate Licenses. For details on error messages, see License Activation/Deactivation Error Messages. Deactivation is also possible via the Ricoh Software License Management Service website: https://licensemanagement.ricoh.com/aui/

To deactivate the Streamline NX Base License, proceed as follows: 1. On the desktop, double-click [Administration Manager Activation Tool]

Note : •

•

Or click [Start] > [All Programs] > [Streamline NX] > [Administration Manager] > [Administration Manager Activation Tool]. If user account screen displays, click [Yes].

2. Click [Deactivation].

Note : •

If software is not activated, [Deactivation] button is disabled.

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Managing Software Components 3. Click [Deactivate].

Note : If connecting to the Internet through a proxy server, proxy settings are required. For details, see Appendix F: Configuring Proxy Server.

4. Confirm that you want to deactivate all licenses by clicking [OK].

5. Click [OK].

Note : •

[Deactivate] button is disabled after deactivation is complete.

Deactivation via the internet is complete!

Important: If deactivation via the internet has failed, the screen for deactivating on the local network appears.

a. Specify a destination location for saving a license code for deactivation, and then click [Save].

b. When deactivation is complete on the local network, a license code for deactivation is output in the specified location.

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Managing Software Components c. Access the URL below, and deactivate the license by entering the information described in the file you have saved. https://licensemanagement.ricoh.com/aui/

Administration Manager Uninstall 1. Close any applications currently running on the computer. 2. On the desktop, click [Start] > [Control Panel] > [Uninstall a Program]. 3. Right-click [Streamline NX Administration Manager].

4. Click [Uninstall].

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Managing Software Components 5. After uninstall is complete, click [Finish].

6. Message to restart your computer displays; click [OK]. 7. Restart your computer.

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Authentication and Accounting Manager Uninstall Follow Uninstall Administration Manager instructions (above). In step 3, select [Streamline NX Authentication and Accounting Manager].

Scan and Fax Manager Uninstall Note : • • •

•

You must log on to the computer you will perform the uninstall on using an account that has Administrator rights. Before you uninstall an optional plugin, make sure that the plugin has been removed from all delivery flows. The plugin must be deleted from every flow before you uninstall it. If you are reconfiguring the port number, virtual directory, or web server, make sure the [Delete data path] checkbox is cleared on the Uninstall screen (step 4). Doing this will allow the current settings to be carried over when you re-install SFM software. If you are reconfiguring system settings other than those mentioned above, make sure the [Delete data path] checkbox is selected on the Uninstall screen (step 4).

1. Close any applications currently running on the computer. 2. On the desktop, click [Start] > [Control Panel] > [Uninstall a Program]. 3. Right-click [Streamline NX Scan and Fax Manager]. 4. Click [Uninstall].

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Managing Software Components 5. Specify the [Delete data path] checkbox, and then click [Uninstall].

Note : •

•

When this checkbox is selected, all relevant files, including shortcuts, except data related to activation, will be deleted. When this checkbox is not selected, you can reuse your setting data, if you install SFM software again.

6. After uninstall is complete, click [Finish].

7. Message to restart your computer displays. Click [OK]. 8. Restart the computer.

Secure Print Manager Uninstall 1. Close any applications currently running on the computer. 2. On the desktop, click [Start] > [Control Panel] > [Uninstall a Program]. 3. Right-click [Streamline NX Secure Print Manager]. 4. Click [Uninstall].

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Managing Software Components 5. Select [Remove], and then click [Next >].

6. Click [Yes].

7. After uninstall is complete, click [Finish].

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Report Generator Uninstall To uninstall Report Generator from your computer, you must have Administrator rights. Please make sure to use the same account that was used when the product was installed. 1. Close any applications currently running on the computer. 2. On the desktop, click [Start] > [Control Panel] > [Uninstall a Program]. 3. Right-click [Streamline NX Secure Print Manager].

4. Select [Forced Delete…] checkbox to delete the temporary files during uninstall (recommended). 5. Click [Uninstall].

6. After uninstall is complete, click [Finish].

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Update Software This section explains the software update (upgrade) procedures for Streamline NX, procedures that are performed by Ricoh Professional Services. Before You Start: • Be sure to back up ADM, AAM-S, SPM-S and RG Databases simultaneously . If necessary, refer to RICOH Streamline NX Update Procedure (Doc. #002621). • It is recommended to update all the applications simultaneously, in the order outlined below. • Updating ADM, AAM-S and RG simultaneously is mandatory. • Because of the activation system change, ADM must be activated again using the newly-issued product keys. Be sure to get the correct product keys from marketing. Re-activations for SFM optional plugins are not required. • For additional information, see RICOH Streamline NX Update Procedure (Doc. #002621).

Procedure v2.1.2 to v2.2.0 Important: •

AAMConvertTool.v2.2.0.zip is not required for this procedure. 1.1 Update ADM PC application and perform activation 1.1.1 Perform an overwrite installation of ADM. 1.1.2 Activate ADM via Administration Manager Activation Tool. Note : ADM Database is automatically converted during ADM overwrite installation. There is no need to perform ADM “Create Database” to update the database. 1.2 Update AAM-S database with “Create Database,” and then update the AAM-S PC application 1.2.1 Run the AAM-S “Create Database” function and select “Update AAM database.” 1.2.2 Perform an overwrite installation of AAM-S. 1.3 Update RG PC application 1.3.1 Perform an overwrite installation of RG. Note : RG Database is automatically converted during RG overwrite installation. There is no need to perform RG “Create Database” to update the database. 1.4 Update SFM-s PC application 1.4.1 Perform an overwrite installation of SFM-S. Note : Internal engine for Barcode Plugin has been replaced to ABBYY engine at v2.2.0. It is recommended to perform overwrite installation if the customer uses the existing Barcode engine (SPIRIT). For details, see SFM v2.2.0 Barcode Engine Replacement. 1.5 Update SPM-s database with “Create Database,” then update the SPM-S PC application 1.5.1 Run the SPM-S “Create Database” function and specify the existing v2.1.0 SPM database to convert it. 1.5.2 Perform an overwrite installation of SPM-S. 1.6 Distribute SL-NX v2.2.0 SDK applications 1.6.1 Install the Streamline NX v2.2.0 SDK applications for MFPs. 1.6.2 Uninstall the existing Streamline NX v2.1.2 SDK applications from LPs. 1.6.3 Install Streamline NX v2.2.0 SDK applications for LPs.

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Procedure v2.1.0 to v2.2.0 (Direct Update) Important: •

Read Before You Start. Tool Contents:

File Name AAMConvertTool.v2.2.0.zip

Description AAM-S database conversion tool. The tool is required for direct update from v2.0.x or 2.1.0, and NOT required for update from v2.1.2.

Note: For a list of ConvertTool error messages, see Troubleshooting AAM-S ConvertTool.

2.1 Update ADM PC application and perform activation 2.1.1 Perform an overwrite installation of ADM. 2.1.2 Activate the ADM via Administration Manager Activation Tool. Note : ADM Database is automatically converted during ADM overwrite installation. No need to perform ADM “Create Database” to update the database. 2.2 Update AAM-s database with “Create Database", then update the AAM-s PC application 2.2.1 Run the AAM-S “Create Database” function and select “Update AAM database”. 2.2.2 Perform an overwrite installation of AAM-S. 2.3 Convert AAM-s database (user and group information) with “AAMConvertTool” 2.3.1 Login to ADM. 2.3.2 Open [Configuration] > [Server Configuration] > [Server Template] and configure the authentication setting used by each AAM. 2.3.3 Distribute the Template via a Policy. 2.3.4 Login to AAM-S and confirm that only one Authentication Setting has been distributed. 2.3.5 Copy the convert tool to the AAM-S server. 2.3.6 Add the AAM-S install path to the "migrationV20x_V210_To_V220.bat" batch file. This batch calls a Java program, so it is recommended that the JRE used by AAM-s is also used to run this conversion process. Before Modification: java -jar aam-s_converter-1.3.1.jar -conf migrationV2100ToV2200.properties -params "%host%" "%instance%" "%database%" "%sa%" "%password%" After Modification: "\jre\bin\java" -jar aam-s_converter-1.3.1.jar -conf migrationV2100ToV2200.properties -params "%host%" "%instance%" "%database%" "%sa%" "%password%" 2.3.7 Run "migrationV20x_V210_To_V220.bat". The following inputs are required: Host name: Source AAM-S host name Instance name: Source AAM-S database instance Database name: Source AAM-S database name Sa: Database sa account Password: sa password 2.4 Update RG PC application 2.4.1 Perform an overwrite installation of RG. Note : RG Database is automatically converted during RG overwrite installation. No need to perform RG “Create Database” to update the database.

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Managing Software Components 2.5 Update SFM-S PC application 2.5.1 Perform an overwrite installation of SFM-S. Note : Internal engine for Barcode Plugin has been replaced to ABBYY engine at v2.2.0. It is recommended to perform overwrite installation if the customer uses the existing Barcode engine (SPIRIT). For details, see SFM v2.2.0 Barcode Engine Replacement. 2.6 Update SPM-S database with “Create Database,” then update the SPM-S PC application 2.6.1 Run the SPM-S “Create Database” function and specify the existing v2.1.0 SPM database to convert it. 2.6.2 Perform an overwrite installation of SPM-S. 2.7 Distribute SL-NX v2.2.0 SDK applications 2.7.1 Install the Streamline NX v2.2.0 SDK applications for MFPs. 2.7.2 Uninstall the exiting Streamline NX v2.1.2 SDK applications from LPs. 2.7.3 Install the Streamline NX v2.2.0 SDK applications for LPs.

Procedure v2.0.x to v2.2.0 (Direct Update) Important: •

Read Before You Start. Tool Contents:

File Name AAMConvertTool.v2.2.0.zip

Description AAM-S database conversion tool. The tool is required for direct update from v2.0.x or 2.1.0, and NOT required for update from v2.1.2.

Note: For a list of ConvertTool error messages, see Troubleshooting AAM-S ConvertTool.

3.1 Update the ADM PC application and perform activation 3.1.1 Perform an overwrite installation of ADM. 3.1.2 Activate the ADM via Administration Manager Activation Tool. Note : ADM Database is automatically converted during ADM overwrite installation. No need to perform ADM “Create Database” to update the database. 3.2 Update AAM-S database with “Create Database", then update the AAM-s PC application 3.2.1 Run the AAM-s “Create Database” function and select “Update AAM database”. 3.2.2 Perform an overwrite installation of AAM-s. 3.3 Convert the AAM-S database (user and group information) with “AAMConvertTool” 3.3.1 Login to ADM. 3.3.2 Open “Configuration > Server Configuration > Server Template” and configure the authentication setting used by each AAM. 3.3.3 Distribute the Template via a Policy. 3.3.4 Login to AAM-S and confirm that only one Authentication Setting has been distributed. 3.3.5 Copy the convert tool to the AAM-S server. 3.3.6 Add the AAM-S install path to the "migrationV20x_V210_To_V220.bat" batch file. This batch calls a Java program, so it is recommended that the JRE used by AAM-S is also used to run this conversion process. Before Modification: java -jar aam-s_converter-1.3.1.jar -conf migrationV2100ToV2200.properties -params "%host%" "%instance%" "%database%" "%sa%" "%password%" After Modification: 220 Streamline NX Server Software Installation & Configuration Guide

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3.4

3.5

3.6

3.7

"\jre\bin\java" -jar aam-s_converter-1.3.1.jar -conf migrationV2100ToV2200.properties -params "%host%" "%instance%" "%database%" "%sa%" "%password%" 3.3.7 Run "migrationV20x_V210_To_V220.bat". The following inputs are required: Host name: Source AAM-S host name Instance name: Source AAM-S database instance Database name: Source AAM-S database name Sa: Database sa account Password: sa password. Re-install Report Generator Because of a modification of the Report Generator database structure, it must be re-installed and reconfigured. Data migration is not supported. 3.4.1 Uninstall the previous RG PC application v2.0.0. 3.4.2 Install the RG PC application. 3.4.3 Configure the RG report templates. Update SFM-S PC application 3.5.1 Perform an overwrite installation of SFM-S. Note : Internal engine for Barcode Plugin has been replaced to ABBYY engine at v2.2.0. It is recommended to perform overwrite installation if the customer uses the existing Barcode engine (SPIRIT). For details, see SFM v2.2.0 Barcode Engine Replacement. Update SPM-S database with “Create Database", then update the SPM-S PC application 3.6.1 Run the SPM-S “Create Database” function and specify the existing v2.1.0 SPM database to convert it. 3.6.2 Perform an overwrite installation of SPM-S. Distribute SL-NX v2.2.0 SDK applications 3.7.1 Install the Streamline NX v2.2.0 SDK applications for MFPs. 3.7.2 Uninstall the exiting Streamline NX v2.1.2 SDK applications from LPs. 3.7.3 Install the Streamline NX v2.2.0 SDK applications for LPs

Troubleshooting AAM-S ConvertTool AAM-S Database ConvertTool Errors: Message Com.microsoft.sqlserver.jdbc.SQLServerException File not found. : ./AccountingEnvironmentResource.properties It failed in migration : ./AccountingEnvironmentResource.properties The schema version of a Database is not supported. Java.lang.IllegalArgumentException: Database does not have a category.

Required Action Unable to open the database or the connection was closed. The file in italics was not found (see Step 2). The file in italics contains invalid properties. The target database is not supported. The required database category was not found.

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SFM v2.2.0 Barcode Engine Replacement The Barcode Engine has been changed to "ABBYY FineReader Engine" as of SLNX v2.2.0 (Barcode Plugin version is v2.3.0). Barcode Plugin Version From To v2.0-v2.2.0 v2.3.0 v2.3.0

Method Overwrite Installation New Installation

Barcode Engine SPIRIT ABBYY

Note : •

•

If updating Barcode Engine from Barcode Plugin v2.2.x or earlier to the latest, the Barcode Engine created by SPIRIT is still used. If the Barcode Plugin with SPIRIT engine is included, it is recommended to perform an overwrite installation. When using “ABBYY FineReader Engine” as barcode engine, the following information is logged in the system log after starting SFM Windows Service.

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Installing & Configuring AAM-LCS Failover Server

Appendix H: Installing & Configuring AAM-LCS Failover Server If installation of the primary Authentication and Accounting Manager (AAM) Server(s) is complete (see CHAPTER 3: INSTALLING SERVER SOFTWARE), one or more secondary AAM failover servers, called AAM Local Cache Server (or AAM-LCS) can be configured to synchronize with the authentication server(s). When the user logs in to a device, using the primary AAM-S, user information is copied from the device to AAM-LCS every time. If the primary AAM-S is down, the device connects to the AAM-LCS via failover. AAM-LCS authenticates the user using its cache (or by connecting to the authentication server). Accounting data is stored on the AAM-E until the primary AAM server recovers, at which point all the accounting data is uploaded to the primary AAM-S database. The failover server creates a more stable environment by backing up user information in the event that the primary AAM and AD/LDAP servers are both unavailable. In short, this provides uninterrupted support, if communication to the authenticating server(s) is lost.

Note : •

AAM-LCS must be configured with the same AD/LDAP configuration policy as the primary AAM-S.

Important: • • •

To create a AAM-LCS failover server, you must create the AAM-LCS database on the SQL Server. For details on SQL server, see 2.2 SQL Server Requirements. Each AAM Server must be set to use the same database, as user and accounting information is stored in the database, not the AAM Server. Also see Technical Reference for Streamline NX version 2.1.x - High Availability (Doc. #002721).

Step 1: Create AAM-LCS Database

In this step, you will create a database local to SQL. 1. On SQL Server, double-click RDLaunch (from root folder), to open Streamline NX installer

Note : You can also right-click RDLaunch, and

then click [Open].

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2. On SL-NX Home screen, click [Authentication and Accounting Manager].

3. Click Create DataBase (Local Cache Server).

4. On Command screen, type “1” to create new AAMLCS database, and then press [Enter].

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Installing & Configuring AAM-LCS Failover Server 5. Type instance name, and press [Enter], or press [Enter] to apply default instance value: StreamlineNX.

6. Type database name, and press [Enter], or press [Enter] to apply default database name: AAMLCS . Wait a moment.

7. Press any key to continue.

8. Click [Close].

Creation of AAM-LCS database is complete!

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Step 2: Install AAM Software 1. On SL-NX Home screen, click [Authentication and Accounting Manager].

2. Click [Authentication and Accounting Manager].

3. Select English, and then click [OK].

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Installing & Configuring AAM-LCS Failover Server 4. On Welcome screen, click [Next].

5. Read licensing agreement, select I accept the terms in the license agreement, and then click [Next].

6. Confirm default path to installation folder, and then click [Next].

Note : • •

To change the path, click [Browse]. In the following cases, an error message will appear: − You specify an installation folder in which files or folders already exist. − Path exceeds 90 characters or includes invalid characters, e.g., 2-bit characters, “, *, ?, |, , /, ; , @, &, =, +, $, comma (,), #, ', %.

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7. Enter port numbers: Example: HTTP = 8081 HTTPS = 8444

Important: •

•

When installing multiple components on a single server, different HTTP/HTTPS ports must be configured for each application. If the specified port is not in the range of 1 – 65535, or is already in use, an error message appears. Click [OK], and then enter correct port number (up to five digits).

8. Select Authentication Mode, and then click [Next].

9. Specify DB Connection Settings, and then click [Next].

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Installing & Configuring AAM-LCS Failover Server 10. Confirm settings, and then click [Next].

11. After installation is complete, click [Finish].

12. Click [Close].

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Step 3: Configure AAM-LCS Windows Services 1. Click [Start] > [Server Manager] > [Tools] > [Services]. 2. Select, and then right-click [Streamline NX Accounting and Authentication Manager] > [Properties].

3. Click [Log On] tab. 4. Select [This account]. 5. Click [Browse].

6. Click [Locations…], select [AAM2-LCS], and click [OK]. 7. Enter object name, and click [OK].

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Installing & Configuring AAM-LCS Failover Server 8. Click [Apply].

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Configuring SFM Failover Server

Appendix I: Configuring SFM Failover Server The SFM Failover feature provides processing redundancy when you register a Secondary Delivery Server to the Primary Delivery Server (the main processing server). If the Primary Delivery Server experiences connectivity or other communication problems, the Secondary Delivery Server will automatically assume the Primary Delivery Server's document processing role. This feature is useful in large organizations, with heavy workloads. Preparation • Install and activate SFM software on the computer that you want to use as the Secondary Delivery Server. • If you are using SSL, import Server Certificates and Site Certificates into the Secondary Delivery Server. • Only one Secondary Delivery Server can be registered to the Primary Delivery Server at a time.

Secondary Delivery Server Workflow The following figure illustrates the role of the Secondary Delivery Server. 1. The MFP attempts to send a job to the Primary Delivery Server, but fails due to a network error. 2. The MFP automatically reroutes the job to the Secondary Delivery Server. Note: • Jobs that remain on the Primary Delivery Server will not be processed until the Primary Delivery Server is restored. • If the Primary Delivery Server fails, the Secondary Delivery Server assumes the jobs; users can access and operate the MFP normally. However, job logs cannot be viewed from the MFP touch panel. If the user tries to view job logs from the MFP touch panel, an error message displays. Make sure to restore the Primary Delivery Server as soon as possible.

Registering a Secondary Delivery Server This section explains the settings that are available on the Secondary Delivery Server Settings screen. To register a Secondary Delivery Server, proceed as follows: 1. On Primary Delivery Server, log in to SFM AdminTool. 2. Click [Home] > [System].

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Configuring SFM Failover Server 3. Click [Secondary Delivery Server Settings].

4. Select [Use Secondary Delivery Server] checkbox.

5. Click [Browse] to select the server that you want to use as the Secondary Delivery Server from a list of connected servers, or enter the server's URL in [Secondary Delivery Server].

Note : •

•

If you click [Browse], a list of server names displays. Select a server, and then click [OK]. The URL of the server displays in text box. If you enter the URL of the server, the format must be as follows: http(s)://IP Address:Port Number/Virtual Directory Name/ Default: http(s)://IP Address:8080(8443)/sfm/

6. Click [Synchronize] to copy all of the Profiles, system settings, etc., from the Primary Delivery Server to the Secondary Delivery Server.

Note : • •

AdminTool will check the specified server to make sure it can be registered as a Secondary Delivery Server. See Secondary Delivery Server Conditions (below) for the list of conditions. If the specified server can be registered, a confirmation message displays. 233 Streamline NX Server Software Installation & Configuration Guide

Configuring SFM Failover Server 7. Click [Yes] to synchronize the servers.

Note : • • •

Click [No] to cancel the operation. Click [Apply] to save the settings without synchronizing the servers. Click [Back] to return to the System menu, without saving the settings.

Secondary Delivery Server Conditions • If the server you are registering as the Secondary Delivery Server meets any of the conditions listed below, an error message will display when you click [Synchronize]. − The server is not a Scan and Fax Manager server. − The server is not running the same server edition of Scan and Fax Manager as the Primary Delivery Server. − The version of the software that is installed on the server is different from the version that is installed on the Primary Delivery Server. − The server is the Primary Delivery Server (i.e., you are trying to register the Primary Delivery Server as its own Secondary Delivery Server). − The server is already registered as the Secondary Delivery Server to another Primary Delivery Server. − The server is already registered as the Primary Delivery Server with another Scan and Fax Manager system. • If one or more MFPs are registered to the specified Secondary Delivery Server, an error message will display. − Remove all registered MFPs from the specified server, and then click [Synchronize] again.

When Using a Secondary Delivery Server Make sure to keep the following in mind:

Important: • • •

•

•

•

If you change any settings on the Primary Delivery Server, you must synchronize the Secondary Deliver Server again. If you do not synchronize the servers, the Secondary Delivery Server will not operate correctly. After you register a Secondary Delivery Server, you can use AdminTool on the Secondary Delivery Server to perform the same operations that are available on the Primary Delivery Server, such as adding Profiles and changing system settings. However, changing system settings through the Secondary Delivery Server can result in malfunctions. For this reason, do not use AdminTool on the Secondary Delivery Server to change system settings. After you register a Secondary Delivery Server, you must synchronize the Primary Delivery Server with all connected MFPs so that the MFPs can recognize the Secondary Delivery Server. In Administration Manager, apply the target policy for Scan and Fax Manager to the device. For details, see the RICOH Streamline NX Administrator's Guide > Policy Settings. For synchronization to succeed, the two following settings must be the same on the Primary Delivery Server and the Secondary Delivery Server. − DNS Server IP address − Date/time setting If you are using Replacement Tables in your delivery flows, keep the following in mind. 234 Streamline NX Server Software Installation & Configuration Guide

Configuring SFM Failover Server − −

Before enabling the Failover function, you must configure the Replacement Tables and then synchronize both the Primary and Secondary Delivery Server. After you have enabled failover, you must not use the auto-entry function for the Replacement Tables.

Note : •

•

Job information and log details are not synchronized between delivery servers. This means that job information and log details are stored only on the server that processed the job. Therefore, if you want to view the status and error information of a job that was processed by the Secondary Delivery Server, you must access the Secondary Delivery Server to do so. To change the Secondary Delivery Server, you must first remove the currently registered server. See Removing a Secondary Delivery Server, to follow.

Removing a Secondary Delivery Server To remove the Secondary Delivery Server setting from the Primary Delivery Server, proceed as follows: 1. On Primary Delivery Server, log in to SFM AdminTool. 2. Click [Home] > [System]. 3. Click [Secondary Delivery Server Settings]. 4. Clear [Use Secondary Delivery Server] checkbox.

5. Click [Apply]. Confirmation message displays. 6. Click [OK] to confirm settings.

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Making a Secondary Delivery Server the Primary Delivery Server If the Primary Delivery Server is unavailable, or if you no longer want to use it as the Primary Delivery Server, you can easily change the registered Secondary Delivery Server to be the Primary Delivery Server.

Important: •

Make sure that you synchronize the Primary and Secondary Delivery Servers whenever you change settings such as Profiles on the Primary Delivery Server. If you do not, the Secondary Delivery Server will not have the most recent settings, and this might complicate the transition to Primary Delivery Server.

1. On Secondary Delivery Server, log in to SFM AdminTool. 2. Click [System] shortcut, and then click [Remove Secondary Delivery Server Settings].

Confirmation screen displays. 3. Click [Yes] to confirm removal of the Secondary Delivery Server setting and change the server status to Primary Delivery Server.

Note : •

Or click [No] to cancel the operation.

4. If necessary, make any other settings to configure the server for use as the Primary Delivery Server (e.g., synchronizing Profiles with MFPs).

Note : •

If you want to restore the original Primary Delivery Server, you must re-register the Secondary Delivery Server. See Registering a Secondary Delivery Server.

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Managing Certificates & Private Keys

Appendix J: Managing Certificates & Private Keys Note : Also see, SSL Certificate Setup Guide for RICOH Streamline NX (Doc. #002526).

Managing Site Certificates for RICOH Streamline NX Components

Administration

Client 2 Computer

Client 1 Computer

SFM Embedded

SFM Server

SPM Embedded

SPM Server

AAM Embedded

Server Computer

AAM Server

Client Computer

Administrat ion Manager

A site certificate file for each component of RICOH Streamline NX (installed on each server) is required to communicate with each client computer. A client computer on which a RICOH Streamline NX component is installed is needed to import a site certificate file from the corresponding server computer, as described below.

-

-

-

-

-

-

-

A

-

AAM Server

B

-

C

D

-

F

-

A

-

SPM Server

-

-

-

-

E

-

-

A

A

SFM Server

B

-

-

-

-

-

G

A

-

MFP IPP(s)

-

-

-

A

-

-

-

-

-

MFP Built-in

-

-

-

-

-

-

-

-

-

B

-

-

A

-

F

-

A

-

Manager

HTTP(S) MFP DSDK HTTP(S) A B

Install a site certificate file on a client computer. Import a site certificate into a keystore file by referring to “Importing an SSL Certificate” in RICOH Streamline NX Administrator’s Guide. C Import a site certificate into a keystore file by referring to “Importing a Certificate File to a Keystore File” in Authentication and Accounting Manager (Embedded) Administrator’s Guide. D Import a site certificate to a keystore file by referring to “Importing an SSL Certificate” in Secure Print Manager (Server) Administrator’s Guide. E Import a site certificate into a keystore file by referring to “Importing a Certificate File to a Keystore File” in Authentication and Accounting Manager (Embedded) Administrator’s Guide. F Import a site certificate by referring to “Managing the Server Certificate” of “SYSTEM CONFIGURATION” in Scan and Fax Manager Administrator’s Guide. G Register devices to the SFM server and distribute the site certificates to the registered devices with the SFM embedded by referring to “Server Configuration Template Settings” in RICOH Streamline NX Administrator’s Guide. 1 Client computer used to access each server. 2 Client computer used to execute print jobs through the SPM server.

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Managing a Server Certificate for SFM In order to use HTTPS to secure communication between the server, with the SFM administrative tool, and a connected MFP, it is necessary to install a server certificate. HTTPS is a communication protocol that includes SSL (Secure Sockets Layer) data encryption. When a web browser communicates with server installed with the administrative tool, a secure handshake authenticates the session using a public and private key, provided by the certificate. The public key is used to encrypt information and the private key is used to decipher it. By obtaining and installing a certificate, from a trusted Certificate Authority (CA), it is possible to protect the SFM data.

Note : • • • •

When using SSL, it is not necessary to install certificates on registered MFPs, as the VM card contains a self-certified web server. A maximum of two server certificates can be managed per computer. If IIS is specified as the web server for SFM, only the On/Off feature is provided. For details, see IIS SSL On/Off. If you want to use the failover or load balancing functions and want to protect the data, you must install server certificates on the servers that you will use for these functions.

Important: • • •

When SSL is used, the URL of the administrative tool must be specified as follows: https://FQDN:PortNo/DirectoryName/. Use the same URL that was entered for the Common Name [CN] by an administrator. For details, see Scan and Fax Manager Administrator’s Guide. To use SSL for the SFM Server, import a site certificate for the server by following the procedures described in the RICOH Streamline NX Administrator’s Guide > Importing an SSL Certificate.

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Obtaining and Installing a Server Certificate If [Built-in Web Server (Default)] is selected when installing the SFM software, the web server is automatically installed on the computer, along with a shortcut to the Server Certificate Setting Tool. Use this tool to obtain and install a server certificate.

Note : •

The Server Certificate Setting Tool is not available to remote computers, i.e., it can only start from the web browser on the computer running SFM software.

1. On your desktop, click [Start], select [All Programs] > [Streamline NX] > [Scan and Fax Manager], and then click [Scan and Fax Manager SSL Setting Tool]. The [Server Certificate Management] screen appears.

Note : • •

The Server Certification Setting Tool does not require login. The language selected when installing the SFM software is applied to the Server Certification Setting Tool.

The following items are displayed on the [Server Certificate Management] screen. Item

Description

Create CSR Install Certificate Delete

Certificate Details Certification Column

Click to create the CSR. Click to install a server certificate. Select a server certificate to be deleted, and then click this button. A selected certificate and the private key are deleted. Note: • A certificate currently in use cannot be deleted. Select a server certificate, and then click this button. Detailed information on a selected certificate is displayed. Select the certificate to use from the available certificates in the drop-down list. Select [Do not use] if a certificate is not used. The following items are displayed in the column. • Certificate No. • Certificate Status • Issuer A certificate authority is displayed. • Subject • Term of Validity Expiration date for a certificate is displayed.

2. Create a CSR (Certificate Signing Request): a. Select a line in which you wish to create/register a Certificate.

Note : •

When you are carrying out this operation on a line whose “Certificate Status” is not “None,’ you create a CSR using the existing private key. For example, in a situation where you want to extend the 239 Streamline NX Server Software Installation & Configuration Guide

Managing Certificates & Private Keys use of a certificate that has expired, select the appropriate line and follow this procedure to create a CSR again. b. Click [Create CSR]. The Create CSR screen appears.

Note : •

Required fields are indicated with an asterisk (*).

c. Specify the information outlined below. Item Common Name [CN]

Description The URL using FQDN (Fully-qualified Domain Name) can be specified using up to 64 characters.

Organization Unit [OU]

The name of the department or organization unit making the request can be specified using up to 64 characters.

Organization [O]

The legal name of the organization under which your organization is registered can be specified using up to 64 characters. Note: Abbreviations cannot be used. The name of city in which the organization is located can be specified using up to 128 characters. Note: Abbreviations cannot be used. The state or province name can be specified using up to 128 characters. Note: Abbreviations cannot be used.

City/Locality [L]

State/Province [ST]

Supported Characters* Alphanumeric characters and the following characters: Space [ ] Hyphen [-] Dot [.] Underscore [_] Alphanumeric characters and the following characters: Space [ ] Hyphen [-] Dot [.] Underscore [_] Comma [,] Plus [+] Slash [/] Parenthesis [ ( ], [ ) ] Same as Department Name

Same as Department Name Alphanumeric characters and the following characters: Space [ ] Hyphen [-] Dot [.] Comma [,] Plus [+] Slash [/] Parenthesis [ ( ], [ ) ]

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Managing Certificates & Private Keys Country Code [C]

C] The 2-character ISO format country code can be specified.

Alphabets, for example, • United States of America: us • Germany: de • United Kingdom: uk Note: Regarding other countries, search for the word “ccTLD” with an internet search engine. * Supported Characters lists the characters that are generally supported. However, as the supported characters can vary between Certificate Authorities, you might want to check them beforehand.

d. Click [OK]. The Create CSR screen closes and “Certificate Status” changes to “Requesting.” 3. Submit the newly-created CSR to a CA (Certificate Authority) to obtain a certificate. a. Select the line where you created the CSR. b. Click [Certificate Details]. The Certificate Details screen appears. c. Copy and paste the CSR content from the Certificate Details screen and submit it to a Certificate Authority.

Note : •

• •

The text from “-----BEGIN NEW CERTIFICATE REQUEST-----” to “-----END NEW CERTIFICATE REQUEST-----” is the CSR content (information) the Certificate Authority needs to create a certificate. Some Certificate Authorities require the CSR content via email, others require it via a website. For details, see the instructions provided by the CA. The Certificate Authority may charge a fee to issue a certificate.

4. If you obtain a certificate from a CA, install the certificate as follows: a. Select the line where you wish to install the certificate. If you wish to import intermediate CA certificates, proceed to step (b). If not, go to step (f).

Note : •

Be sure to choose the line where you created the CSR content. If you choose the other one, operation will not be guaranteed, even if the installation is successful.

b. Click [Install Certificate]. The Install Certificate screen appears. 241 Streamline NX Server Software Installation & Configuration Guide

Managing Certificates & Private Keys c. Select [Intermediate CA Certificates] checkbox. d. Copy the content of the intermediate CA certificate to import, and paste it to the text area in the screen.

Note : • •

Some Certificate Authorities send the certificate via email, others display the certificate in the Web browser. For details, see the instructions provided by the CA. See the sample certificate obtained from a Certificate Authority by email. The text from “----BEGIN CERTIFICATE-----” to “-----END CERTIFICATE -----” is the certificate content (information) you must copy and paste to the text area.

e. Click [OK]. The Create CSR screen closes. The "Certificate Status" changes to "Installed". f. Click [Install Certificate]. The Install Certificate screen displays. g. Confirm that the [Intermediate CA Certificates] checkbox is not selected. h. Copy the content of the certificate issued using the CSR, and paste it to the text area in the screen.

Note : • •

Some Certificate Authorities send the certificate via email, others display the certificate in the web browser. For details, see the instructions provided by the CA. See the sample certificate obtained from a Certificate Authority by email. The text from “----BEGIN CERTIFICATE-----” to “-----END CERTIFICATE -----” is the certificate content (information) you must copy and paste to the text area.

i. Click [OK]. The Create CSR screen closes. The “Certificate Status” changes to “Installed.” 5. Select the certificate you wish to use from the Certification drop-down list.

Note : •

You can select not to use a certificate. In that case, choose [Do not use].

6. When finished, close your web browser.

Note : •

When you have changed the certificate, you are asked to restart the server.

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IIS - SSL On/Off If the IIS web server is specified when installing the SFM software, the screen for specifying the SSL setting appears when launching the Server Certificate Setting Tool. On this screen, SSL On/Off control is supported. In order to enable SSL communication, it is necessary to configure IIS as well as the SFM. The configuration can be done through the IIS Management Tool (Internet Services Manager). The following procedure gives a simple explanation of how to enable SSL using IIS. 1. On your desktop, double-click [Scan and Fax Manager SSL Setting Tool] icon. 2. Select [Use SSL] checkbox. 3. Restart the SFM service. 4. In the IIS management tool, open the SFM properties, select [Directory Security] tab, and then request a certificate. Contact a certificate authority (CA) to have a certificate issued. 5. After you have obtained a certificate, register it in IIS. 6. Enter the port number to use for SSL connections.

Note : •

The default HTTPS port number is 8443.

7. Download the intermediate CA certificates, and import them into the SFM via the Site Certificate settings in Administrative tool. 8. On the Device List screen in AdminTool, select all MFPs, and then click [Synchronize] to update their SSL settings.

Important: • •

•

The SSL setting in the SFM must first be configured before configuring the SSL setting in IIS. In case you first configured the SSL setting in IIS, access the following URL to set the SSL setting in the SFM to On. https://127.0.0.1:8443/sfm/ssl_xx.html − Replace “xx” with your desired language code as specified below: − English: en − Danish: da − French: fr − Portuguese: pt − German: de − Norwegian: no − Italian: it − Russian: ru − Dutch: nl − Simplified Chinese: cn − Spanish: es − Japanese: ja After configuring the SSL setting in the SFM, you must reboot the computer to enable the new setting. 243 Streamline NX Server Software Installation & Configuration Guide

Managing Certificates & Private Keys

Managing a Site Certificate for SFM A Site Certificate is required in order to utilize SSL/TSL to encrypt data communication, thus secure the path between the SFM server and destination servers, for example, SMTP, LDAP or WebDAV servers. For the LDAP server, the Site Certificate enables you to secure User Authentication and Address Book search operations.

Note : • •

If you want to use the failover or load balancing functions, you must also import a site certificate on the servers that you will use for these functions. Import the certificate before registering the servers. If you want to use private keys for secure Send to FTP Service, refer to Scan and Fax Manager Administrator’s Guide.

Supported Certificate file formats include the following: • DER encoded binary X.509 • Base 64 encoded X.509 • Cryptographic Message Syntax Standard - PKCS #7

Importing a Site Certificate 1. Log in to SFM AdminTool. 2. From Home page, select [System]. 3. Click [Certificate]. 4. Click [Site Certificate] accordion button to open the site certificate screen, if necessary. 5. Click [Import]. 6. Specify the path to the file, i.e., browse and select, for example, “sample.cer”. The Site Certificate has been successfully imported.

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Note : • •

To delete a site certificate, select a certificate, and then click [Delete]. Click [OK] to confirm deletion. To select multiple certificates, click multiple items while pressing the Shift key or Ctrl key.

Important: •

Deletion of a site certificate is performed regardless of whether the certificate is currently used or not.

Managing Private Keys for SFM When using SFTP, or Secure FTP (SSH Protocol), in the Send to FTP Service, it is necessary to import a private key.

Note : •

For details, refer to Scan and Fax Manager Administrator’s Guide.

Importing a Private Key 1. Log in to SFM AdminTool. 2. From Home page, select [System]. 3. Click [Certificate]. 4. Click [Private Key Management] accordion button on the bottom of screen to open the Private Key Management screen. 5. Click [Import]. 6. Specify the path to the file and open. The private key has been successfully imported.

Note : • •

To delete a private key, select a key, and then click [Delete]. Click [OK] to confirm deletion. To select multiple keys, click multiple items while pressing the Shift key or Ctrl key.

Important: •

Deletion of a private key is performed regardless of whether it is currently used or not.

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Troubleshooting Checklist

Appendix K: Troubleshooting Checklist - Solutions 1. Check PC Application: Configuration  Rebooted the PC.  Verified that the application’s Windows Service is started.  Verified that the application’s service account is correct, and manually restarted.  PC meets application’s minimum specs (CPU, memory, etc.).  Tried changing the service’s account to a “Local Administrator.”  Disabled any firewall and verified that any required ports are open.  Disabled any anti-virus software and tested. (If Remote Desktop is used)  Tested by logging in to the server directly. (If virtualization or server-based computing is used)  Confirmed the results in a non-virtual environment (this includes scan destinations on a virtual machine and Citrix XenApp, so try printing using/distribution to a non-virtual system). (Point&Print/Web Point&Print)  Tested printing from the print server. (Point&Print/Web Point&Print)  Test printing using a standard TCP/IP port.

2. Check PC Application: Browser  A supported web browser is used.  Flash Player is the latest version.  The application’s site is a Trusted Site.  The server’s Certificate is Trusted.  Reset the web browser’s setting (in IE (Option] > [Advanced] > [Reset]…).  Rebooted the PC.

3. Check PC Application: Network Commands  Confirmed that the IP address and DNS settings are correct.  Pinged the device from target/the target from the device.  Performed all nslookup tests:  “nslookup ”  “nslookup ” (Result must be identical to the device’s FQDN)  “nslookup ”  “nslookup ” (Result must be identical to the PC’s FQDN)  “nslookup ” (Result must include the address of the DC).  “nslookup ”  “nslookup ” (Result must be identical to the DC’s FQDN)  “nslookup”  “nslookup ” (Result must be identical to the DFS controller’s FQDN)  “nslookup ”  “nslookup ” (Result must be identical to the destination’s FQDN)

4. Check Both Device and PC Application  Confirmed that the device/PC time is synchronized with the authentication server (adjusted for time zone).  Confirmed that the device and PC use the same DNS server.  Confirmed that the device and PC use the same domain name.  Tested with IPv6 disabled on both the device and PC. (If SSL is used)  Tested with SSL disabled on both the device and PC.

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Troubleshooting Checklist 5. If Network Packet Capture is Allowed  Filter the device and PC/authentication server’s IP and confirm that communication between the device & servers is captured.  Filter the packets with “dns” and confirm that no errors are logged.  Filter the packets with “http” and confirm that no errors are logged. (Authentication)  Filter the packets with “kerberos” and confirm that no errors are logged. (Authentication)  Filter the packets with “ldap” and confirm that no errors are logged. (Print)  Filter the packets with “tcp.port==9100” and confirm that no error is logged. (Print)  Filter the packets with “tcp.port==515” and confirm that no error is logged. (Scan to Folder)  Filter the packets with “smb” and confirm that no error is logged. (Scan to Email)  Filter the packets with “smtp” and confirm that no error is logged.  Checked the web for error information.

6. Windows Logs (If IIS is used)  Used RSInfo to collect the IIS log. (If IIS is used)  Confirmed that access privileges for the IIS site are configured properly. (If SQL is used) Used  RSInfo to collect the SQL Server’s log.  Checked the Windows Application Log and searched the MS KB for details.

Important: • •

For details on SL-NX error codes, including “Cause” and “Solution,” see the RICOH Streamline NX Administrator’s Guide. For details on exporting Device and Server Logs, for troubleshooting purposes, see Appendix L: Troubleshooting Logs.

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Appendix L: Troubleshooting Logs The Batch Download Log function can be used to export/archive the AAM/SPM Device Log and Server Log for Administration Manager, for troubleshooting purposes. Scan and Fax Manager acquires the Device Log and Server Log from the SFM Server. Procedures for downloading the respective logs follows.

Download AAM/SPM Logs 1. Log in to Administration Manager AdminTool. 2. Click [System] > [Batch Download Log] > [Archive Log].

3. Select the device whose logs you wish to archive. Click [

].

4. Open folder in Groups pane. 5. Select device in Devices list, and then click [Select]. 6. Click [OK].

248 Streamline NX Server Software Installation & Configuration Guide

Troubleshooting Logs 7. Confirm that selected device displays… 8. Select the server who server logs you wish to archive. Click [

].

9. Click [Server Type], and then select, for example,

[Authentication and Accounting Manager] > [AAM-S], and then click [Select].

10. Repeat for Secure Print Manager. 11. Click [OK].

12. Confirm that servers appear… 13. Click [OK].

Archival confirmation message displays…

14. Click [OK].

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Troubleshooting Logs 15. View progress via Log screen…

Note :

If necessary, click refresh [

].

16. Now, download the Batch Download Log. Click [System] > [Batch Download Log] > [Download

Log].

17. In list, select desired log, and then click [Download].

18. Select destination folder, and then click [Save].

19. Confirm that download is complete… 20. Click [OK].

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Download SFM Logs 1. Log in to SFM Server. 2. Click [Maintenance Settings].

3. Click [Batch Download Logs]. Scroll down, if necessary.

4. Select logs to download. 5. Select target device. 6. Click [Batch Download].

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Troubleshooting Logs Display reads… 7. Click [OK].

8. Select destination folder, and then click [Save].

9. Confirm that download is complete… 10. Click [OK].

11. Click [Close].

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Glossary

Appendix M: Glossary Acronym

Description

AAM Authentication and Accounting Manager (Streamline NX component) AD Active Directory ADM Administration Manager (Streamline NX component) CA Certificate Authority CN Common Name CSR Certificate Signing Request IE Internet Explorer FQDN Fully-qualified Domain Name HDD Hard Disk Drive HTTP Hyper-Text Transfer Protocol HTTPS Hyper-Text Transfer Protocol Secure LCS Local Cache Server LDAP Lightweight Directory Access Protocol MFP Multifunctional Printer/Peripheral MSDTC Microsoft Distributed Transaction Coordinator RG Report Generator (Streamline NX component) SFM Scan and Fax Manager (Streamline NX component) SMTP Simple Mail Transfer Protocol SNMP Simple Network Management Protocol SQL Microsoft SQL Server TCP/IP Transmission Control Protocol/Internet Protocol UAC User Account Control

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Streamline NX Site Survey

Appendix N: Streamline NX Site Survey Updated: 3/26/2014

1. POC Site Information Customer Name:

Phone:

Contact Name:

Fax:

Department:

Cell:

Address 1:

E-mail:

Address 2:

State:

City:

Zip:

2. Network Domain Information Windows OS version: TCP/IP Address of Domain Controller: Domain Name: Does MFP device have static IP address or leased IP address from DHCP server? Is there Gateway address configured in MFP?

3. LDAP Server (AD) Information Active Directory info IP Address of Active Directory: Domain Name: Which Port is used for LDAP query?: 389 LDAP Attribute (Please correct default value.) Name: name Display Name: displayName Email Address: mail Group: MemberOf Home Folder: homeDirectory

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Streamline NX Site Survey Classification: department Group Search Setting LDAP Search base: (e.g. dc=test, dc=com) LDAP Search Query: Attributes: cn

4. Streamline NX Server Information CPU:

HDD Space:

Memory:

Server OS:

Virtualization: e.g. VMware, Hyper-V, Citrix Xen

Streamline NX software version: Ex. v2.2.1

Windows user account who will install the Streamline NX:

Windows user account's password:

Number of SPM Server: 1

Number of SFM Server: 1

5. IP address and port for Streamline NX Server

Administration Manager (ADM)

e.g. 192.168.1.15

Port number (HTTP/HTTPS) e.g. 8080/8443

Authentication and Accounting Manager (AAM)

e.g. 192.168.1.15

e.g. 8081/8444

Scan and Fax manager (SFM)

e.g. 192.168.1.15

e.g. 8082/8445

Secure Print manager (SPM)

e.g. 192.168.1.15

e.g. 8083/8446

Report Generator (RG)

e.g. 192.168.1.15

e.g. 8084/8447

Application Name

IP Address

6. Database SQL Server version: SQL Server OS: SQL Server IP address: Named Instance for ADM/AAM/SPM/RG: StreamlineNX Authentication mode: SQL Server authentication or Windows authentication: Case of SQL Server authentication - SA Password: Case of Windows authentication - User name and password:

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Streamline NX Site Survey 7. Authentication and Accounting Manager (AAM) 7-1. Card authentication Do you require user to be authenticated prior to using MFP? YES What is the card type for authentication? 7-2. Proxy login Proxy login for authentication is used? If yes, Proxy user name and password: 7-3. Guest login Guest login to the MFP is enabled? If yes, Guest user name and password: PIN code is used when guest printing?

8. Secure Print Manager (SPM) 8-1. Secure Print Display name on the MFP: Secure Print SSL is enabled: Yes/No Job Storage Path: C:\ProgramData\Streamline NX\SPM\Data\spool (Default) Printer Driver Language (PDL): PCL6, PS Printer driver name and version: (e.g. PCL6 Driver for Universal Print v4.0) 8-2. Direct Print Print server's IP address for direct printing:

8-3. SAP Printing User name who send a print job from SAP to the MFP on the SAP Print Server (Windows):

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Streamline NX Site Survey 9. Scan and FAX Manager (SFM) 9-1. Scan to home folder Start point path for scan to folder: File naming rule (if you have): Authentication method when accessing to shared folder: Login user or proxy user? If proxy user is used for authentication, proxy user name:

Password of proxy user:

Domain name to which proxy user belongs: 9-2. Scan to Email SMTP server type and version: (e.g., Microsoft Exchange 2010, Lotus Notes 6, 7, 8) SMTP Server Name or IP address: SMTP/SMTPS SMTP SMTP over SSL SMTPS (StartTLS) SMTP Port Number: Authentication Method: No authentication SMTP-AUTH POP before SMTP Login Information: Proxy user or Login user:

10. MFP information for POC MFP product name for POC: MFP IP address: MFP Location:

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: Glossary

NOTES: __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________ __________________________________________________________________________