Device Registration Service Client User Guide
Device Registration Service Client User Guide
Version 7.6
Contents
Device Registration Service User Guide...................................................5
Welcome to the Device Registration Service..................................................................................... 5
Using the Device Registration Service............................................................................................... 5
How to open the DRS web client............................................................................................ 5
Working with Applications.........................................................................................................6
Working with Devices............................................................................................................... 7
Working with Device Groups..................................................................................................10
Working with client packages.................................................................................................12
Performing Actions on Devices.............................................................................................. 14
How to manage the DRS service on the server.................................................................... 15
Troubleshooting Device Registration Service................................................................................... 16
Service verification..................................................................................................................18
Add an Application for a Unified or Combined Client type and configure the Application properties.
Add Devices and configure their properties.
If necessary, add Device groups to organize Devices with the same Application in the groups.
Run an Action to register or install the Unified or Combined Client on the MFP or MFD.
System configuration procedures vary depending on your business requirements and the Unified or Combined Client
type. Refer to the section for the Unified or Combined Client type for details.
Description
server-address
client-port
Note: To access the DRS Web Client, or to avoid being prompted for user credentials, you may need to add
the URL to the list of Local intranet sites configured on the Security tab of the Internet Options in the
Windows Control Panel. You may also may also need to open the Custom settings for Local intranet sites
on the same tab and configure the User Authentication setting as necessary to avoid being prompted for
credentials to access the local intranet site.
Perform the following steps to open the DRS Web Client.
1. Enter the Device Registration Service Web Client URL in an internet browser.
For example, if the system name for the server is "DRS-Server", navigate to http://DRS-Server:9000/
device/.
This opens the Device Registration Service Web Client page in the browser.
Tip: If the page fails to open, make sure that the Nuance Device Registration Service is running on the
DRS server and that the web browser security settings permit opening a web page from the specified
location.
2. After you open the DRS Web Client, you can click Language on the toolbar to switch to a different language,
Options to refresh or change view characteristics, or Help to view help topics for DRS and the unified or
combined clients.
Choose
Ricoh ESA
Ricoh SOP
Samsung XOA
6. Configure settings for the selected device type. Click one of the following topics for details.
7. After you finish configuring settings for the application, click the save button
on the toolbar.
The new application is listed in the Applications pane. You can now refer to it with the Application setting in Device
profiles.
How edit application settings
This task describes how to configure an application profile in Device Registration Service.
1. Open Device Registration Service web client in a supported internet browser window if it is not open already.
If you are uncertain about how to do this, see How to open the DRS web client on page 5.
2. Click the Applications button on the toolbar.
3. In the Applications pane, click the application you want to edit.
This displays settings for the application properties in the Details pane.
4.
In the Details pane, click the edit button
.
5. Edit settings for the Application type. Refer to one of the following topics for additional information.
button.
The edited application will be listed in the Applications pane and the updated settings will appear in the Details pane.
If necessary, click the
4. In the Name box, enter a name to uniquely label the Device profile.
5. In the Address box, type an IP address for the MFP or MFD to associate it with this Device profile.
This option is specific to a Device and does not appear when you configure properties for a Device group.
6. In the Username box, type the administrator user name for the Device.
The default is admin.
The user name is not required to complete a profile, but may be required to perform Actions on a device.
7. In the Password box, type the password associated with the user name.
8. In the Application box, select the application to associate with the Device profile.
The Application setting specifies an application profile listed on the Applications tab. This defines the client type
and server configurations for a device.
9. Edit settings for the Spplication Device type. Refer to one of the following topics for Device configuration details
for a particular client.
5.
.
Entry
Description
Name
Entry
Description
Address
Device Type
Property
Property Value
To
Import Device information from the Output Manager
server.
Import from OM
Device Registration Service exports the Device information to a CSV file in the following format:
Name, IP, Application, Device Group, Property Name=Property Value, Inherit
Property From Group, Serial Number, Username, Password
Tip: When you do not have an export file that contains the Device information that you want to use, you
can use an exported CSV file as a template to assemble the required Device information for import.
Device Registration Service Device Status
When a device is selected on the Device tab on the Device Registration Service client web page, the Status bar in
the Details pane displays the current device status for the Unified Client application and scan GUI service. Click the
refresh
button on the Status bar to display the current status for a device. The message shows Device not re
achable if the IP address is not valid or the device is currently not visible on the network.
Unified Client Ap
plication Status
Status Message
Installed
Installed
Installed
Not installed
Installed
Error
Not Installed
Not Installed
Not Installed
Not Installed
Installed
Not Installed
Error
Error message
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Devices and Device groups share properties. Refer to Device properties for a particular client type:
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Device Type
Plug-in folder
NSi.DeviceManagement.Plugins.Konica
NSi.DeviceManagement.Plugins.Ricoh
NSi.DeviceManagement.Plugins.RicohSOP
NSi.DeviceManagement.Plugins.Samsung
NSi.DeviceManagement.Plugins.XeroxEx
You can view the uploaded files by clicking the refresh button
on the Files tab. Files referenced in one of the
XML group definition files will appear in a group folder. Unreferenced files appear in the Ungrouped folder. The
groups shown here are listed in the Application Package option in the Device settings for the associated device type.
Files list (Unified Client installation packages)
The Files tab in the Device Registration Service web client lists available Unified Client installation packages for
devices. A package in this list may be specified in the DRS device configuration for a Unified Client.
You can upload, rename, and remove Unified Client installation packages on this list.
Option
Description
Device Type
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Option
Description
File list
Remove Item
Upload
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7. Click Open.
8. Repeat steps 5 on page 13 through 7 on page 14 for each file in the downloaded package.
9.
After you finish uploading all of the files in the client installation package, you can click the refresh button
the Files tab to view the uploaded packages.
If the uploaded files do not appear on the Files tab after you click the refresh button
device type is selected in the Device Type box.
on
After you complete this procedure, the groups listed here will be listed in the Application Package option in the
device settings for the associated device type.
How to remove a package file from DRS
1. Open Device Registration Service web client in a supported internet browser window if it is not open already.
If you are not certain about how to do this, see How to open the DRS web client on page 5.
2. On the toolbar, click Files tab.
3. Click the file that you want to remove.
4.
Click the
Remove Item button.
5. Repeat step 3 on page 14 through step 4 on page 14 in this procedure to remove all files in a package.
How to rename a package file in DRS
This procedure describes how to rename a package file after it is uploaded to the Device Registration Service.
1. Open Device Registration Service web client in a supported internet browser window if it is not open already.
If you are not certain about how to do this, see How to open the DRS web client on page 5.
2. On the toolbar, click Files tab.
3. Click the file that you want to rename.
4.
Click the
Rename button.
This displays the Rename dialog box.
5. Type the new name for the file.
Be careful to retain the .xml or .zip extension on the file name.
6. Click the Save button.
Completing this procedure changes the name of the file in the device plug-in folder.
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button.
Description
Time
Action
Attempted Action.
Message
Status
Success
Device
Address
Return code
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In the Windows Services console, you can start, stop, pause or resume a service. However, you should always use the
Device Registration Service Configuration Manager to configure the database connection, service settings, security
settings and administration logging, as these features are not accessible through the Windows Services console.
Cause
One or more configuration settings
may be invalid.
Solution
If the Windows service has been
set to run under a network account,
ensure the account has local
administrator permissions.
If connecting to SQL Server, click
Verify under Properties to ensure
the connection information is valid.
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Description
Cause
Solution
the Save As option to save the file as
a CSV file.
Import headers should appear in the
following order: Name, IP, Appli
cationProfile, DeviceType,
DeviceGroup, Properties, In
heritPropertyFromGroup, S
erialNumber, Username, Pass
word. Refer to the import guidelines
topic in the section for your Unified
Client type for more information.
With the
Windows service
stated, verify the
certificate has
been installed
in the local
Windows
certificate store.
A self-signed
certificate
should be found
under Personal
Certificates
on the local
machine.
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Description
Cause
Solution
Verify that the service has been
started, then use the Web client link
at the bottom of the Service tab in
the Nuance Device Management
Configuration Tool to launch the
Web client.
Service verification
You can verify the Device Registration Service Web Service by using the DRS Service Tester utility (NSi.Devic
eManagement.ServiceTester) located in the Service subfolder of the Device Registration Service installation
folder (for example, C:\Program Files\Nuance\Device Registration Service\Service\).
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The utility requires the service address to verify the presence of the web server. Entering a service address and
clicking the Get Device Configurations returns an Object not found error message. If the service is not
available at the specified address, a communication error appears.
The Device Registration Service Web Service address for the Unified Client is:
http://server name or IP address:port number/DeviceManagementService/
transfer
The Device Registration Service Web Client address formula for the Device Registration Service Web Client is:
http://server name, or IP address:port number/DeviceManagementService/
Note: The default port for the Device Registration Service Web Service is port 8753. You can use the Device
Registration Service Configuration Tool to change the default port.
To verify the presence of the Web Service and a registered device, enter the Service Address and Device Address,
and then click Get Device Configurations. A device address in this instance may be either an IP address or a server
name. You can specify the host computer name for the Web Service in the Optional Device Host box. The utility uses
the host name to look up the device in the Device Registration Service repository if the specified Device Address
is not found. If the device is not found in the Device Registration Service repository, an Object not found message
appears. If the device is found, its properties appear.
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Figure 2: System architecture with Nuance Combined Client for Konica Minolta
20
Description
Confirm that your system meets
requirements.
Requirements on page 22
server.
21
Add an application
Nuance Combined Client for
Konica Minolta application
settings on page 54
Check
Description
Add or import a Nuance Combined
Client for Konica Minolta device
Add a device
Import a device
Nuance Unified Client for Xerox
actions reference on page 245
Requirements
The table in this topic details system requirements for the Nuance Combined Client for Konica Minolta.
Requirement
Description
AutoStore
Equitrac
Output Manager
Supported devices
Hardware requirements
Software requirements
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Requirement
Description
Before you set up and register the Nuance Combined Client for Konica Minolta in Device Registration Service,
configure the Konica Minolta OpenAPI on the device and configure the device to use the authentication application.
Prepare the MFP to run the Nuance Combined Client for Konica Minolta
Before you set up and register the Nuance Combined Client for Konica Minolta in Device Registration Service,
configure the Konica Minolta OpenAPI on the device and configure the device to use the authentication application.
Description
Set this to Allow access to the device.
Access Setting
Port Number
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Option
Description
Normally you can use the default setting of 50001 or
50003 for SSL.
SSL
Authentication
4. Press Utility > Administrator Settings > System Settings > Reset Settings > System Auto Reset > Priority
Mode.
5. Make a note of the Priority Mode setting used when the MFP resets.
The default setting is Copy.
6. Press Utility > Administrator Settings > System Settings > Reset Settings > Auto Reset.
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7. Depending on the Priority Mode setting recorded in step 5 on page 24, change the value for the appropriate
function to 3 minutes:
Priority Mode setting
Scan/Fax
User Box
User Box
Web Browser
Web Browser
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3. Click Setting.
4. Select Create a self-signed certificate.
5. Click OK.
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4. Click OK.
Note: The print queue is created automatically the first time a user prints to the controlled device,
including when you print a test page upon configuration. If a print queue does not appear beneath the
Physical Device, send a print job to the MFP, then wait 30 seconds and refresh System Manager.
3. In the Print queue summary dialog box, set the Secure printing option to Enabled from the Behavior section, and
click OK.
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After completing these steps for each device, you need to configure the Konica Minolta CC embedded device. See
How to configure an embedded device on page 29.
How to configure an embedded device
You must create an embedded interface for each Konica Minolta CC MFP that will be controlled by Equitrac Office
and Express. The Equitrac System Manager component provides the tools to create these interfaces.
Embedded devices are manufacturer-specific software components that handle the transfer of user authentication and
transaction details between these devices and your accounting server database. Supported devices prompt users for
valid user and account ID information for all print release, walk-up copy, scan, and fax jobs.
1. Add the Nuance Combined Client for Konica Minolta device to the system.
2. Open System Manager and select Devices in the left pane. The device will appear in the Devices list. Right-click
on a Konica Minolta CC MFP physical device node in the right pane, then select Add embedded device... from
the menu.
3. The Embedded device window appears. Select Konica Minolta CC from the Type drop-down list.
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4. Enter a Name and Description for the device. These are required fields, and cannot be left blank. The content can
be changed if necessary.
5. Select the Server hosting the DCE associated with this physical and embedded device from the drop-down list.
The Version field fills automatically.
Note: If you change the server associated with an embedded device that has already been initialized by
the Equitrac server, you must re-initialize the device.
6. Select the Card Reader HID decoding from the drop-down list. For details on HID decoding, see the Equitrac
Office and Express Administration Guide.
7. Click Pricing to configure pricing at the embedded device level. To configure the embedded device to use the
price list for that device, select the default price list. If you select an alternate price list for the embedded device,
the embedded device price list overrides the default price. For pricing details, see Configuring Price Lists in the
Equitrac Office and Express Administration Guide.
8. Click the link beside Tracked activities to override default tracking options for a particular embedded device.
Note: If a device is using third-party scan tracking, then native scan tracking should not be used because
it results in duplicate counts. Opting out of native scan tracking also disables other native scan options.
9. Click the Initialize button. This configures communication between this device and the Equitrac server and
returns to the Embedded device dialog box.
Caution: Clicking Initialize changes the configuration on the device itself and may require the MFP to
restart. Ensure that the MFP is not in use before you click Initialize. Click the Reboot button on the MFP
web configuration page to accomplish the restart remotely if necessary.
How to configure authentication prompts
The user authentication prompts on the MFP login screen are determined by your Equitrac Office and Express
configuration.
1. In System Manager, navigate to Configuration > Security and authentication > User authentication.
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2. Select one of the following Authentication options from the Input type list box:
Option
Description
Users authenticate with a swipe card.
Keypad only
3. Select one of the following options from the Secondary prompt list box:
Option
Description
User must enter a secondary PIN if issued using the
soft keyboard.
Always
If PIN2 available
Never
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Option
Description
option adds an extra layer of security, preventing users
without a card from logging in without a secondary
PIN.
Note: The Secondary PIN is not required if swipe card is used to log on to the embedded client.
4. In the Card setup area, enter the data start and stop positions in the Use data from position. For details
on entering HID decoding parameters, refer to the Using PageCounters chapter in the Equitrac Express
Administration Guide.
5. Select Auto-register primary PINs if you want users to register an unrecognized swipe card for future use.
An External authority must be selected to allow card self-registration.
6. Click OK to save the change.
For more detailed user authentication options see Accounts System Configuration in the Equitrac Express
Administration Guide.
Login screens when Equitrac is the Print Manager
The Equitrac authentication settings affect the user login as shown here.
Equitrac login without authentication (secondary PIN prompt not enabled on the server).
The scan
and cancel
Equitrac login with authentication (secondary PIN prompt not enabled on the server).
The scan
and cancel
buttons do not show in the dialog. The user only has access to device functionality as
determined by user permissions after entering the card ID and PIN.
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4.
5.
6.
7.
8. Ensure that the Print check box is not selected, and then click OK.
9. Click OK again to save the changes and close the Embedded device dialog box.
How to configure user authentication
1.
2.
3.
4.
In Windows, open the Printer window by clicking Start > Devices and Printers.
Right-click the Konica Minolta printer, and then click Properties to open the MFP properties window.
Click the Configure tab, select User Authentication in the Device Option list.
In the Setting list, select Disable.
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Note:
If the Setting box is disabled, click the Acquire Settings button, clear the Auto check box, and then click OK.
This activates the Setting box for the User Authentication option.
5. Click Apply to save the settings.
How to configure print authentication at the MFP
1. On the MFP console, press the Utility/Counter hard key.
2. Press Administrator Settings and log in as administrator.
3. Navigate to Administrator Settings > User Authentication /Account Track > Print without Authentication,
and select Allow to print without authentication.
Note: The Print without authentication option is used only when tracking print jobs through Equitrac
ports.
4. Press OK to save the setting.
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Equitrac Office/Express PINs Select to connect an Equitrac print account with login information.
External user ID and password Select to verify all user information outside of Equitrac.
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Equitrac Office/Express PIN with external password Select if the user enters an Equitrac PIN and the
domain user account password. Equitrac cross-checks the database for the corresponding Equitrac account
name, then verifies the credentials against the selected external authority for a network log on.
4. Click OK to save the changes and close the User authentication dialog box.
5. Navigate to Configuration > Security and authentication > External authentication and select an External
authority Windows or LDAP. Refer to External User Authentication in the Equitrac Office/Express
Administration Guide for more details on setting up an external user authentication method.
After a user register their card, the user's account information is automatically associated with that card. The user can
next time swipe the card to log in automatically without manually entering a password.
How to configure billing codes for Nuance Combined Client for Konica Minolta devices
1. In System Manager, navigate to Configuration > User interaction > Session flow.
2. Select Prompt for billing code after user identification (at copiers) if you want the user to enter a billing code
immediately after authentication.
If the user has only one associated billing code, then the prompt is suppressed, and the billing code is
automatically applied to the job (valid for the copy and scan operations during the user session).
3. Select Prompt for billing code at job release (at copiers) if you want the user to enter a billing code before they
can release a print job.
If the user has only one associated billing code, then the prompt is suppressed, and the billing code is
automatically applied to the job (valid for a single job for the print operation).
4. Select the Billing code prompt details you want to display at the MFPs.
Option
Description
Required field
The user must enter a billing code. Users with only one
billing code are not prompted for a billing code even
if the Required field option is selected. Instead, the
embedded device acts as if the user has entered one. If
this option is not selected, and the user does not have
an associated billing code, they can enter a "blank"
billing code to continue.
Adds a Search function where users can search for
billing codes.
Search
Security mode
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Option
Description
5. Enter a name for the Billing code label on the MFP panel (for example, Billing Code).
6. Set the Billable option (Prompt for Billable and Billable label).
7. Configure Validate billing codes for CAS when it is available and/or unavailable (at workstations only) in the
respective fields.
8. Set the Account balance option to a value other than Do not display.
Note: This configuration is required or the server will not send account balance information to the
Combined Client for Konica Minolta.
9. Click OK to save the settings.
How to configure a default billing code
Follow steps in this procedure to configure a default billing code for Nuance Combined Client for Konica Minolta.
1. Create a price list for printing and scanning.
2. Assign this price list to the device and to the embedded client.
3. Create a billing code, create a user and set the default billing code as described above.
Note: Make sure the user and billing code have different balance.
4. In System Manager, navigate to Configuration > User interaction > Session flow, under Optional display
fields, set the Account balance to a value other than Do not display.
This provides the account balance information to the combined client.
5. Click OK to save the settings.
How to enforce color quotas
Konica Minolta CC can enforce limits on the number of color copies that any user can make, based on their user
account quota limits.
When configured to enforce color quotas, the Konica Minolta CC can disable the MFP when a user exceeds their
color copy limit. For a more detailed discussion about Color Quotas, see the Equitrac Office/Equitrac Express
Administration Guide.
Note: Nuance Print Manager server counts bi-color (or twin color) jobs as monochrome jobs. However, this
may not matter if a device counts twin color pages as full color pages and applies its color rules.
To enable Nuance Combined Client for Konica Minolta to enforce color copy quota limits, do the following:
1. Open System Manager and navigate to Configuration > Accounting and quotas > Color quota.
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Delegator (delegated job): check the color quota of the delegator instead of the user.
Both delegated and own jobs in the set: either
Check the balance of the delegator and the user quota appropriately
in the case there is not enough color quota to print, the warning message contains all related accounts, their
available quotas and quotas required.
After you dismiss the warning message, you are transferred back to the Follow-You Printing screen where the
same set of documents are selected as prior to your print attempt.
5. Click OK to save any changes.
Receiving Print Error Messages
On specific end-points, if you try to release a print job that costs more than the funds available in the account, a
message displays indicating that there are insufficient funds to release the document. If a transaction with multiple
documents fails due to insufficient funds, then a message displays indicating the jobs have failed to print. The
message does not list all the failed print jobs.
Equitrac-only deployment configuration
Steps in this task must be completed for an Equitrac-only deployment with DRS.
The Nuance Device Control Service (DCS) handles communication between the embedded client and the Equitrac
server. The DCS supports communication between the client and the server when AutoStore is not present. This
allows Equitrac can interface with the embedded client when only Equitrac functionality is required.
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1. In a text editor (such as Windows Notepad) edit the Web.config to point to the DRS server:
3. The SSL settings for DCS are configured in the following file:
C:\ProgramData\Nuance\DeviceControlService\Settings\KonicaPanelClient.prop
erties
Default
Description
usessl
usessl=1
port
port=3348
certhash
certhash=
certstorename
4. In the DRS Application settings, leave AutoStore Server Address blank and configure the Print Manager
Address and Print Manager URI to point to the Equitrac server.
5. In the DRS Device settings, set Enable Scan to False and Enable Print Release to True.
6. Restart Equitrac DCS.
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Copy Stop
The Nuance Combined Client for Konica Minolta supports Copy Stop.
The following are required in Device Registration Service to use Copy Stop with Nuance Combined Client for Konica
Minolta.
Requirement
See
User Counter Limit must be set to True in the device se Use Counter Limit
ttings.
Use Function Limit must be set to True in the device se
ttings.
Register Authentication
When Copy Stop is enabled, a user with a zero balance can log onto the device. However the balance will show as
zero and the user will not be able to copy. The user will be able to see print jobs but unable to release them.
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During two-phase authentication, the user provides a Personal Identification Number (PIN) after swiping a card.
When you configure Output Manager to require two-phase authentication, the MFP prompts the user for the PIN after
swiping the card.
Output Manager touchscreen authentication
An end user can authenticate through the MFP touchscreen. If no user is logged on at the MFP, the console shows the
Nuance log on screen. Depending on the Output Manager configuration, the end user can log in by entering a card ID,
by entering a card ID and a PIN, or by entering a user name and password.
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43
If the Nuance Combined Client for Konica Minolta is already started, restart it to implement the changes.
How to configure device for access control
This procedure shows how to create access control profiles for users, groups, and departments.
If Device Configuration dialog box for the device is not open already, follow instructions in How to configure Output
Manager devices on page 43 before continuing with this procedure.
Perform these steps only if access control is required.
Access control can be configured for users, groups, and departments. If access control is not configured, a default
profile with full access is provided for new users.
1.
2.
3.
4.
5.
In the Device Configuration dialog box, click the Device Details tab.
Select Unified client.
In the Unified Client box, click Configure access control.
Click the appropriate tab to configure access control for Users, Groups, or Departments.
Click the browse button (...) for the user, group, or department that you want to configure.
6. In the Manage MFP ACL Profiles dialog box, you can create or edit ACL profiles for the selected user, group, or
department.
7. Click New to create an MFP ACL profile.
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You do not need to restart the Nuance Combined Client for Konica Minolta to implement the changes. The
changes take effect the next time users log in to the Nuance Combined Client for Konica Minolta.
How to configure device for print preferences
MFP Kiosk Preferences profiles make print preference available to users.
If Device Configuration dialog box for the device is not open already, follow instructions in Configure Output
Manager devices before continuing with this procedure.
Perform these steps only if you want users to adjust print preferences before printing.
1.
2.
3.
4.
5.
6.
7.
In the Device Configuration dialog box, click the Device Details tab.
Select the Unified client check box.
In the Unified Client box, click New.
Type a name for the profile in the Name field.
Optional: Type a profile description in the Description field.
Click the arrow next to any item to expand an option group.
Select the check box next to a print option to add it to the Selected items list.
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8. Click OK.
If the Nuance Combined Client for Konica Minolta is already started, restart it to implement the changes.
How to configure login methods
This procedure describes how to configure the sign-in methods for Output Manager users.
1. Start the Output Manager console and connect to the server.
To start the console, select Start > All Programs > Output Manager > Output Manager Console > Output
Manager Console.
2. Click the Administration application.
3. In the Administration options, click Set General Preferences.
4. In the Administration - Set General Preferences settings, click the Security tab.
5. Select options in the External client login section as described in the following table:
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Option
Description
Card ID Entry
User Name/Password
6. Click Apply.
7. Restart Output Manager.
How to configure billing accounts
This procedure describes how to configure billing accounts and scan properties for Output Manager users.
1. Start the Output Manager Console and connect to the server.
To start the console, click Start > All Programs > Output Manager > Output Manager Console > Output
Manager Console.
2. Click the Administration application.
3. In the Administration options, click Manage Billing Accounts.
4. In the Administration - Manage Billing Accounts settings, you can create or edit a billing list and its billing
accounts.
5. You can create secondary billing accounts under the main accounts.
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8. In a profile, you can create a single billing list, two billing lists, or one primary list and one secondary list.
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9. Click OK.
You do not need to restart the Nuance Combined Client for Konica Minolta. Users see the changes after the next
login.
How to configure copy quotas
This procedure describes how to configure the copy quota for a user.
1. Start the Output Manager Console and connect to the server.
To start the console, click Start > All Programs > Output Manager > Output Manager Console > Output
Manager Console.
2. Click the Administration application button.
3. In the Administration options, click Manage Users.
4. In the Administration - Manage Users pane, click the Balances tab.
5. For a user, select the check box in the Set Balance column, and click the browse button (...) in the Allowances
Profile column to create or edit profiles.
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You do not need to restart the Nuance Combined Client for Konica Minolta. Users see the changes after the next
login.
How to configure an Output Manager destination
DNS names should not be used for Nuance Output Manager destinations with Nuance Combined Client for Konica
Minolta devices.
For additional information about Nuance Output Manager destinations, refer to the help in Output Manager.
1. In the Output Manager Devices list, right-click the device for the and click New Destination on the shortcut
menu.
This opens the Add Destination dialog box.
2. Choose the destination type in the Type list.
3. In the Server list, choose the Nuance Output Manager server.
4. In the Assign to group box, click a group or All Destinations.
5. Clear the Use DNS name if available box.
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Important: This check box should always be cleared for any destination used for devices installed with
the Nuance Combined Client for Konica Minolta.
6. Click OK.
Accounting
The Nuance Combined Client for Konica Minolta uses accounting flags to perform accounting operations. Collecting
accounting data is achieved through the following actions:
The Nuance Combined Client for Konica Minolta records accounting data for color and black and white content as
follows:
When a user logs in at a device, the Nuance Combined Client for Konica Minolta reads the device print and copy
counters. When the user logs out, the Nuance Combined Client for Konica Minolta reads the counters and records
the differences since the start of the session.
The Nuance Combined Client for Konica Minolta records data for configured billing accounts. When the user
changes the billing accounts while logged in, the Nuance Combined Client for Konica Minolta records the counter
differences before each change.
For an Output Manager print job, the Output Manager server records its accounting data at the end of the job
regardless of the accounting settings. The Output Manager server uses the recorded print counters to reconcile the
accounting data.
For an AutoStore scan job, the Nuance Combined Client for Konica Minolta records its accounting data at the end
of the job regardless of the accounting settings.
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Configure AutoStore
Add the Konica Minolta iOption component to an AutoStore workflow to provide capture functionality for Nuance
Combined Client for Konica Minolta. When you create the DRS application, specify the AutoStore server address as
well as the port number specified on the Preferences tab of the AutoStore component configuration.
For details about configuring the Konica Minolta iOption component in AutoStore, refer to the component help in
AutoStore Process Designer.
AutoStore authentication
AutoStore authentication is configured in the AutoStore Process Designer. After you add the Konica Minolta iOption
component to a workflow, you can configure authentication in the Konica Minolta iOption component settings (on the
Authentication tab of the Group Settings dialog box). For details, you can refer to the help in the Konica Minolta
iOption component settings dialog box.
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For Windows authentication without DRS authentication registered, the following login screen is displayed on the
device.
With DRS authentication registered, the login looks the same as for Equitrac or Output Manager, depending on which
one is selected as the Print Manager application (on the Application field in the DRS Device settings).
After the user logs in, the user sees can initiate an AutoStore workflow on the Start Workflow screen.
Set to
False
False
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Option
Set to
True
Enable Scan
Configuration Reference
Nuance Combined Client for Konica Minolta application settings
This table details application options for the Nuance Combined Client for Konica Minolta. These options may be
viewed by clicking a Konica Minolta iOption application on the Applications tab of the Device Registration Service
web application.
Option
Description
Name
Print Manager
The URI for the print manager server. The default URI is
in the following format:
Equitrac
https://local_IP_
address:port_numbe
r/DwsMain/services
Output Manager
http://local_IP_ad
dress:port_number
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Option
Description
port for Output Manager is 8068, and the default port for
Equitrac is 8443.
The URI is case sensitive, so you must specify the web
folders on a server using the same case as is used on
the print manager web server. You can specify HTTP
or HTTPS protocols for Output Manager. If necessary,
configure Output Manager for the selected protocol.
AutoStore and
a print manager
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Option
Description
ervice\Settings\Ko
nicaPanelClient.pr
operties
Output Manager only
Equitrac only
If you are using AutoStore and this port setting does not
match the port setting for the Konica Minolta iOption
component, a Connection error message appears
on the device panel when a user presses the application
button. If you use using a print manager only (either
Equitrac or Output Manager) and this port does not
match the port setting configured for the print manager
application, a Connection error message appears
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Option
Description
on the device panel when a user presses the application
button.
AutoStore
Equitrac
Output Manager
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Option
Description
This port number is used to run the embedded Konica
Minolta OpenAPI Server for an authentication
application.
Description
Name
Address
Username
Password
Application
Device Group
Default Functionality
Print Manager
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Property
Description
Enable Scan
Application Name
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Property
Description
Copy Stop requires that Authentication be registered and
that Use Counter Limit and Use Function Limit both
be set to True in the DRS device profile.
Description
None
Native Scan
Native Copy
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Property
Description
codes for Nuance Combined Client for Konica
Minolta devices on page 37.
Description
Register Authentication
Unregister Authentication
Return codes
The following table describes the return codes that can appear in the Device Registration Service Action History
pane for a Konica Minolta iOption device or device group.
Return Code
Description
101
102
104
105
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Return Code
Description
301
Device is offline.
302
Device is online.
303
304
305
500
501
502
503
504
505
506
507
508
509
510
511
512
513
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Return Code
Description
515
517
518
519
520
The device did not respond in time. Please verify that the
device is powered up, connected and not in deep sleep
mode.
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With DRS authentication registered, the login looks the same as for Equitrac or Output Manager, depending on which
one is selected as the Print Manager application (on the Application field in the DRS Device settings).
After the user logs in, the user sees can initiate an AutoStore workflow on the Start Workflow screen.
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Equitrac login
This section shows Equitrac login screens for the Nuance Combined Client for Konica Minolta.
Equitrac login without authentication (secondary PIN prompt not enabled on the server).
The scan
and cancel
Equitrac login with authentication (secondary PIN prompt not enabled on the server).
The scan
and cancel
buttons do not show in the dialog. The user only has access to device functionality as
determined by user permissions after entering the card ID and PIN.
65
66
67
The Follow-You Printing screen allows users to manage pending and printed jobs when Equitrac is the print
manager. A user presses the check box for an item to select that job.
Press
to
Print All
Delete
Change Settings
Info
The Secure Print screen allows users to manage pending and printed jobs when Output Manager is the print
manager. A user presses the check box for an item to select that job.
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Press
to
Print All
Delete
Change Settings
Info
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Settings on this screen allow users to configure print settings for selected Equitrac print jobs.
Press
To
Navigate to the capture screen.
Navigate back to the previous screen.
Navigate to the home screen.
Log out of the Nuance Combined Client for Konica
Minolta and return to the login screen.
Browse or edit setting.
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Press
To
Scroll previous options or values.
Scroll next options or values.
Save changes and close print finishing options.
Done
Settings on this screen allow users to configure print settings for selected Output Manager print job.
Press
To
Navigate to the capture screen.
Navigate back to the previous screen.
Navigate to the home screen.
Log out of the Nuance Combined Client for Konica
Minolta and return to the login screen.
Browse or edit setting.
Scroll previous options or values.
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Press
To
Scroll next options or values.
Save changes and close print finishing options.
Done
Settings on this screen allow users to view information for selected Equitrac print jobs. Users can click the arrow
keys to page between jobs.
Press
To
Navigate to the capture screen.
Navigate back to the previous screen.
Navigate to the home screen.
Log out of the Nuance Combined Client for Konica
Minolta and return to the login screen.
Scroll to information about the previous job in the job
list.
Scroll to information about the next job in the job list.
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Settings on this screen allow users to view information for selected Output Manager print jobs. Users can click the
arrow keys to page between jobs.
Press
To
Navigate to the capture screen.
Navigate back to the previous screen.
Navigate to the home screen.
Log out of the Nuance Combined Client for Konica
Minolta and return to the login screen.
Scroll to information about the previous job in the job
list.
Scroll to information about the next job in the job list.
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Press
To
Navigate to the capture screen.
Log out of the Nuance Combined Client for Konica
Minolta and return to the login screen.
Scroll to previous forms.
Scroll to next forms.
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Restrictions and Limitations for the Nuance Combined Client for Konica
Minolta
This page lists restrictions and limitations for the Nuance Combined Client for Konica Minolta combined client.
The DRS landing page does not work on some A4 devices due to a limitation of the MFP. There is currently no
work-around for this.
On a C652 device, there is a restriction on entry into numeric fields in AutoStore forms. In an AutoStore form
displayed by the Nuance Combined Client for Konica Minolta, you can only enter numbers using buttons on the
device panel screen. You cannot enter numbers with the built-in numeric keypad or an attached keyboard.
Note: In native device forms, you can enter numbers with buttons on the screen or using the built-in
numeric keypad on the MFP, but not with an attached keyboard.
When then MFP is configured such that no password is required to enter Administrator mode, an attempt to delete
the AutoStore Konica Minolta MFP client from the application list will fail. This occurs because a password is
required to delete the application. The deletion may be performed successfully by first configuring the MFP to
require a password to enter Administrator mode.
The Account balance option in the Equitrac Session flow options must be set to a value other than Do not
display. This is required for the server to send account balance information to the Combined Client for Konica
Minolta. For more information, see How to configure billing codes for Nuance Combined Client for Konica
Minolta devices on page 37.
Enforcing account limits for scans is not supported.
Troubleshooting
Verify that the AutoStore and Output Manager servers are started.
Verify that the port specified in the application settings for a device in the Device Registration Service matches the
port specified in AutoStore or Output Manager:
If you are using AutoStore or both AutoStore and Output Manager, confirm the Web Application Port value
in the application settings matches the AutoStore Konica Minolta iOption component port setting.
If you are only using Output Manager, confirm the Web Application Port value in the application settings
matches the Server Port value on the Clients tab in the Output Manager Administration application.
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How edit application settings on page 7 provides more information on application settings.
Verify that the Use SSL for Web Application setting specified in the application settings for the device in the
Device Registration Service matches the Use SSL setting in AutoStore or Output Manager:
If you are using AutoStore or both AutoStore and Output Manager, confirm the Use SSL for Web
Application setting in the application settings matches the Use SSL setting for the AutoStore component.
If you are only using Output Manager, confirm the Use SSL for Web Application setting in the application
settings matches Use SSL on the Clients tab in the Administration module of Output Manager.
How edit application settings on page 7 provides more information on application settings.
Test the Authority Application by creating a dummy device without registering it on an actual device in Device
Registration Service and then typing the following address in a web browser:
http://server_IP_address:3348/Authority
This assumes that Device Registration Service uses default web application port 3348 and the Use SSL value is
False.
Test the OpenAPI Authority by typing the following address in a web browser:
http://server_IP_address:13353
This assumes the OpenAPI authentication uses default port 13353 and the Use SSL value is set to False.
Restart the device and the AutoStore or Output Manager service.
Verify that there is no firewall software or hardware blocking the specified port and that IP routing has been set up
to enable communication on this port.
Verify that the AutoStore and Output Manager servers are started.
Verify that the port specified in the application settings for a device in the Device Registration Service matches the
port specified in AutoStore or Output Manager:
How edit application settings on page 7 provides more information on application settings.
Verify that the Use SSL for Web Application setting specified in the application settings for the device in the
Device Registration Service matches the Use SSL setting in AutoStore or Output Manager:
If you are using AutoStore or both AutoStore and Output Manager, confirm the port used by the device in
Device Registration Service matches the Web Server Port setting in the Preferences for the Konica Minolta
iOption component in AutoStore Process Designer.
If you are only using Output Manager, confirm the Web Server Port setting in the application settings
matches the Server Port setting on the Clients tab in the Output Manager Administration application.
If you are using AutoStore or both AutoStore and Output Manager, confirm the Use SSL for Web
Application setting in the application settings matches the Use SSL setting for the AutoStore component.
If you are only using Output Manager, confirm the Use SSL for Web Application setting in the application
settings matches Use SSL on the Clients tab in the Output Manager Administration application.
How edit application settings on page 7 provides more information on application settings.
Test the Authority Application by creating a dummy device without registering it on an actual device in Device
Registration Service and then typing the following address in a web browser:
http://server_IP_address:3348/Authority
This assumes the Device Registration Service uses default web application port 3348 and the Use SSL setting is
False.
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Test the OpenAPI application by typing the following address in a web browser:
http://server_IP_address:13351
This assumes the OpenAPI application port uses default port 13351 and the Use SSL setting is False.
Restart the device and the AutoStore or Output Manager service.
Verify that there is no firewall software or hardware blocking the specified port and that IP routing has been set up
to enable communication on this port.
If a user changes the default functionality for Nuance Combined Client for Konica Minolta from Equitrac to
Output Manager or from Output Manager to Equitrac, or the default functionality is switched to AutoStore, the
Unregister Client and Reregister Client actions should be applied for the DRS device on the server. Otherwise the
device panel displays an error message that it is unable to connect to the server.
Problem description
Cause
Solution
Message
Comments
502
503
504
505
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Code
Message
Comments
507
508
509
511
512
518
519
78
Code
Message
Comments
502
503
504
506
509
C:\ProgramData\Nuance\Dev
iceControlService\Setting
s\KonicaPanelClient.prope
rties
For more information, see Web
Application Port.
Unified Client unregistration error messages
Unregistration requires that the device is on and functioning normally. Ping the device or access PageScape to verify
that the device is communicating with the network.
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Code
Message
Comments
502
503
504
506
513
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Landing page not visible after changing Device Landing Page device setting
The device landing page is not visible after changing the Device Landing Page option in the DRS device settings.
This may occur if the DRS Server and the Print Manager server are not updated.
To resolve this problem, restart both the Nuance Device Registration Service on the DRS server and the Print Server
(Output Manager or Equitrac).
Device panel blocks usage during session
Problem description
Cause
Solution
Problem description
Cause
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Solution
82
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The Nuance Combined Client for Ricoh can collect accounting data to enable you to track usage for up to three billing
accounts.
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Description
See
Requirements on page 85
Add an application
Nuance Combined Client for Ricoh
application properties on page 114
Add a device
Import a device
Nuance Combined Client for Ricoh
device properties on page 115
Requirements
The following table describes system requirements for the Nuance Combined Client for Ricoh.
Component
Requirement
AutoStore
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Component
Requirement
Equitrac
Output Manager
Java
4.x
5.x
7.x, except for 4-line LCD devices
10.x
11.x
12.x
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Component
Requirement
Card readers
MIFARE CSN
MIFARE DesFire CSN
ISO 14443A/15693 CSN
Supported devices
87
88
In the Device Configuration dialog box, click the Device Details tab.
Select Unified client.
In the Unified Client box, click Configure access control.
Click the appropriate tab to configure access control for Users, Groups, or Departments.
Click the browse button (...) for the user, group, or department that you want to configure.
6. In the Manage MFP ACL Profiles dialog box, you can create or edit ACL profiles for the selected user, group, or
department.
7. Click New to create an MFP ACL profile.
You do not need to restart the Nuance Combined Client for Ricoh to implement the changes. The changes take
effect the next time users log in to the Nuance Combined Client for Ricoh.
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8. Click OK.
If the Nuance Combined Client for Ricoh is already started, restart it to implement the changes.
How to configure sign-in methods
This procedure describes how to configure the sign-in methods for Output Manager users.
1. Start the Output Manager console and connect to the server.
To start the console, select Start > All Programs > Output Manager > Output Manager Console > Output
Manager Console.
2. Click the Administration application.
3. In the Administration options, click Set General Preferences.
4. In the Administration - Set General Preferences settings, click the Security tab.
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5. Select options in the External client login section as described in the following table:
Option
Description
Card ID Entry
User Name/Password
6. Click Apply.
7. Restart Output Manager.
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5. You can create secondary billing accounts under the main accounts.
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8. In a profile, you can create a single billing list, two billing lists, or one primary list and one secondary list.
9. Click OK.
You do not need to restart the Nuance Combined Client for Ricoh. Users see the changes after their next login.
How to configure copy quotas
This procedure describes how to configure the copy quota for a user.
1. Start the Output Manager Console and connect to the server.
To start the console, click Start > All Programs > Output Manager > Output Manager Console > Output
Manager Console.
2. Click the Administration application button.
3. In the Administration options, click Manage Users.
4. In the Administration - Manage Users pane, click the Balances tab.
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5. For a user, select the check box in the Set Balance column, and click the browse button (...) in the Allowances
Profile column to create or edit profiles.
You do not need to restart the Nuance Combined Client for Ricoh. Users see the changes after their next login.
Accounting
The Nuance Combined Client for Ricoh uses accounting flags to perform accounting operations. Collecting
accounting data is achieved through the following actions:
The Nuance Combined Client for Ricoh records accounting data for color and black and white content as follows:
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When a user logs in at a device, the Nuance Combined Client for Ricoh reads the device print and copy counters.
When the user logs out, the Nuance Combined Client for Ricoh reads the counters and records the differences
since the start of the session.
The Nuance Combined Client for Ricoh records data for configured billing accounts. When the user changes the
billing accounts while logged in, the Nuance Combined Client for Ricoh records the counter differences before
each change.
For an Output Manager print job, the Output Manager server records its accounting data at the end of the job
regardless of the accounting settings. The Output Manager server uses the recorded print counters to reconcile the
accounting data.
For an AutoStore scan job, the Nuance Combined Client for Ricoh records its accounting data at the end of the job
regardless of the accounting settings.
See
Note: Output Manager cannot do quota management on 2.x devices, as they do not support external
authentication.
Quota is checked at login time, and during and after a copy session. After the limit is reached, the Nuance Combined
Client for Ricoh issues a command to stop copy. The command turns off all device functions, including copy, scan,
and fax. Depending on the device capabilities, it may continue copying pages before its functions are turned off. On
the device panel, the user is prompted for a key card, while the Print Manager shows that the quota has been reached
on a device.
Configure AutoStore
Add the Ricoh ESA component to an AutoStore workflow to provide capture functionality for Nuance Combined
Client for Ricoh. When you create the DRS application, specify the AutoStore server address as well as the port
number specified on the Preferences tab of the AutoStore component configuration.
For details about configuring the Ricoh ESA component in AutoStore, refer to the component help in AutoStore
Process Designer.
Configure Equitrac
Configure the authentication for the Nuance Combined Client for Ricoh component to work with Equitrac
authentication.
Server side configuration
To enable Nuance Combined Client for Ricoh, you must add the Embedded device to the available devices in System
Manager, and initialize the device.
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Note: The print queue is created automatically the first time a user prints to the controlled device,
including when you print a test page upon configuration. If a print queue does not appear beneath the
Physical Device, send a print job to the MFP, then wait 30 seconds and refresh System Manager.
3. In the Print queue summary dialog box, set the Secure printing option to Enabled from the Behavior section, and
click OK.
After completing these steps for each device, you need to configure the Ricoh CC embedded device. See How to
configure an embedded device on page 96.
How to configure an embedded device
You must create an embedded interface for each Ricoh CC MFP that will be controlled by Equitrac Office and
Express. The Equitrac System Manager component provides the tools to create these interfaces.
Embedded devices are manufacturer-specific software components that handle the transfer of user authentication and
transaction details between these devices and your accounting server database. Supported devices prompt users for
valid user and account ID information for all print release, walk-up copy, scan, and fax jobs.
1. Add the Nuance Combined Client for Ricoh device to the system.
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2. Open System Manager and select Devices in the left pane. The device will appear in the Devices list. Right-click
on a Ricoh CC MFP physical device node in the right pane, then select Add embedded device... from the menu.
4. Enter a Name and Description for the device. These are required fields, and cannot be left blank. The content can
be changed if necessary.
5. Select the Server hosting the DCE associated with this physical and embedded device from the drop-down list.
The Version field fills automatically.
Note: If you change the server associated with an embedded device that has already been initialized by
the Equitrac server, you must re-initialize the device.
6. Select the Card Reader HID decoding from the drop-down list. For details on HID decoding, see the Equitrac
Office and Express Administration Guide.
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7. Click Pricing to configure pricing at the embedded device level. To configure the embedded device to use the
price list for that device, select the default price list. If you select an alternate price list for the embedded device,
the embedded device price list overrides the default price. For pricing details, see Configuring Price Lists in the
Equitrac Office and Express Administration Guide.
8. Click the link beside Tracked activities to override default tracking options for a particular embedded device.
Note: If a device is using third-party scan tracking, then native scan tracking should not be used because
it results in duplicate counts. Opting out of native scan tracking also disables other native scan options.
9. Click the Initialize button. This configures communication between this device and the Equitrac server and
returns to the Embedded device dialog box.
Caution: Clicking Initialize changes the configuration on the device itself and may require the MFP to
restart. Ensure that the MFP is not in use before you click Initialize. Click the Reboot button on the MFP
web configuration page to accomplish the restart remotely if necessary.
How to configure authentication prompts
The user authentication prompts on the MFP login screen are determined by your Equitrac Office and Express
configuration.
1. In System Manager, navigate to Configuration > Security and authentication > User authentication.
2. Select one of the following Authentication options from the Input type list box:
Option
Description
Users authenticate with a swipe card.
Keypad only
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3. Select one of the following options from the Secondary prompt list box:
Option
Description
User must enter a secondary PIN if issued using the
soft keyboard.
Always
If PIN2 available
Never
Note: The Secondary PIN is not required if swipe card is used to log on to the embedded client.
4. In the Card setup area, enter the data start and stop positions in the Use data from position. For details
on entering HID decoding parameters, refer to the Using PageCounters chapter in the Equitrac Express
Administration Guide.
5. Select Auto-register primary PINs if you want users to register an unrecognized swipe card for future use.
An External authority must be selected to allow card self-registration.
6. Click OK to save the change.
For more detailed user authentication options see Accounts System Configuration in the Equitrac Express
Administration Guide.
How to configure card self-registration
When a user swipes an unregistered card, they are required to manually login in order to register the cards PIN. After
the card registration a pop-up message appears with a logout button.
If you want users to self-register their swipe cards, you must enable this option in System Manager. The User ID must
already exist in CAS, or in the External authority defined to allow self-registration. The Password comes from one of
the defined external authorities. The information the user must enter depends upon the authentication options that are
set in System Manager. Two-level authentication is required to register new cards, and the user must manually enter
both primary and secondary login credentials.
1. Open System Manager and navigate to Configuration > Security and authentication > User authentication.
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After a user register their card, the user's account information is automatically associated with that card. The user can
next time swipe the card to log in automatically without manually entering a password.
How to configure billing codes for Nuance Combined Client for Ricoh devices
1. In System Manager, navigate to Configuration > User interaction > Session flow.
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2. Select Prompt for billing code after user identification (at copiers) if you want the user to enter a billing code
immediately after authentication.
If the user has only one associated billing code, then the prompt is suppressed, and the billing code is
automatically applied to the job (valid for the copy and scan operations during the user session).
3. Select Prompt for billing code at job release (at copiers) if you want the user to enter a billing code before they
can release a print job.
If the user has only one associated billing code, then the prompt is suppressed, and the billing code is
automatically applied to the job (valid for a single job for the print operation).
4. Select the Billing code prompt details you want to display at the MFPs.
Option
Description
Required field
The user must enter a billing code. Users with only one
billing code are not prompted for a billing code even
if the Required field option is selected. Instead, the
embedded device acts as if the user has entered one. If
this option is not selected, and the user does not have
an associated billing code, they can enter a "blank"
billing code to continue.
Adds a Search function where users can search for
billing codes.
Search
Security mode
5. Enter a name for the Billing code label on the MFP panel (for example, Billing Code).
6. Set the Billable option (Prompt for Billable and Billable label).
7. Validate billing codes against CAS when it is available and/or unavailable (at workstations only) in their
respective fields.
8. Click OK to save the settings.
How to configure a default billing code
Follow steps in this procedure to configure a default billing code for Nuance Combined Client for Ricoh.
1. Create a price list for printing and scanning.
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2. Assign this price list to the device and to the embedded client.
3. Create a billing code, create a user and set the default billing code as described above.
Note: Make sure the user and billing code have different balance.
4. Click OK to save the settings.
How to enforce color quotas
Ricoh CC can enforce limits on the number of color copies that any user can make, based on their user account quota
limits.
When configured to enforce color quotas, the Ricoh CC can disable the MFP when a user exceeds their color copy
limit. For a more detailed discussion about Color Quotas, see the Equitrac Office/Equitrac Express Administration
Guide.
To enable Nuance Combined Client for Ricoh to enforce color copy quota limits, do the following:
1. Open System Manager and navigate to Configuration > Accounting and quotas > Color quota.
Delegator (delegated job): check the color quota of the delegator instead of the user.
Both delegated and own jobs in the set: either
Check the balance of the delegator and the user quota appropriately
in the case there is not enough color quota to print, the warning message contains all related accounts, their
available quotas and quotas required.
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After you dismiss the warning message, you are transferred back to the Follow-You Printing screen where the
same set of documents are selected as prior to your print attempt.
5. Click OK to save any changes.
Receiving Print Error Messages
On specific end-points, if you try to release a print job that costs more than the funds available in the account, a
message displays indicating that there are insufficient funds to release the document. If a transaction with multiple
documents fails due to insufficient funds, then a message displays indicating the jobs have failed to print. The
message does not list all the failed print jobs.
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104
4.
5.
6.
7.
8.
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5. Press OK.
How to activate access control for internal authentication
Access for internal authentication is initially not activated by default. To use internal authentication, you must first
activate access control for internal authentication.
Activate access control for internal authentication by entering SP mode at the device and making the following
changes:
SP-5-401-103 from 0 to 3
SP-5-401-230 from 0 to 1
Important: This procedure requires working in Service Mode, which is typically performed by a Ricoh
technician.
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d) Press Program > Change and press the LDAP server that you want to configure.
e) Configure LDAP server settings.
Contact your system administrator for the server settings for your environment.
f) Press OK to return to Administrator Tools.
4. Set user authentication to the LDAP server:
a) Press Administrator Tools.
b) Page down and press Administrator Authentication Management.
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c) Press Administrator Authentication Management, press On next to Admin. Authentication, and press
OK.
d) On the Administrator tab, press User Authentication Management > LDAP Auth.
e) Next to LDAP Servers, select the LDAP server that you configured and press Next.
f) For Copier, press None > Next.
g) Next to Other Functions, turn off Document Server, Facsimile, and Scanner, and press OK.
5. Optional: On the Administrator Tools tab, press Enhanced Authentication Management > On > OK.
This setting affects the device logon screen but not the operation of Output Manager.
6. Restart the device.
How to configure LDAP and user authentication
This task explains how to configure LDAP and user authentication on a workstation using the Ricoh Web Image
Monitor application.
1. Log on to the Web Image Monitor.
2. Browse to the Configuration page.
3. Click LDAP Server under Device Settings.
Internal authentication requires LDAP authentication.
4. Select the LDAP server and click Change.
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For User Authentication Management, select LDAP Authentication from the drop-down list box.
For LDAP authentication, select the LDAP server you configured.
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Description
Account Name(User)
Authentication Password(User)
Encryption Password(User)
Use the same settings when you add a Ricoh ESA device in Device Registration Service and configure it for
SNMPv3.
Refer to the Ricoh device documentation for more information on other device settings.
Authority: An application that provides original login for a user and sends login information to other SSO
applications.
Listener: An application that receives login information through SSO from other authority applications.
Nuance Output Manager uses manageLogin parameter to control which role it can play. We describe the parameters
impact next. Then we describe SSO configurations for various systems.
Single sign-on integration
An application participates in single sign-on (SSO) in an authority role or listener role.
In the authority role, the application provides the original login for a user and sends login information to other SSO
listener applications. In the listener role, the application receives login information through SSO from the authority
application.
The Nuance Combined Client for Ricoh can function in the authority role for the following authentication modes:
As the authority, the Nuance Combined Client for Ricoh notifies its listeners for login and logout events.
The Nuance Combined Client for Ricoh can function in the listener role for the following authentication modes:
As a listener, the Nuance Combined Client for Ricoh shows a not-logged-in message rather than a login screen when
no user is logged in.
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Configuration Reference
Nuance Combined Client for Ricoh application properties
A Device Registration Service application profile for the Nuance Combined Client for Ricoh specifies connection
information for an AutoStore server and a Print Manager server. This information allows an MFP or MFD to use
capture and print management services on these servers.
These properties appear in the Device Registration Service Details pane when you add or edit a Nuance Combined
Client for Ricoh application. You cannot change the application type for an existing application.
Property
Description
Name
Application Type
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Property
Description
This setting must match the port number that is set on the
Preferences tab of the Ricoh ESA component settings in
AutoStore. The default is 8084.
Equitrac
Output Manager
Name
Address
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Option
Description
Username
Password
Application
Device Group
Enable Scan
116
Option
Description
Default Functionality
Authentication
Log Level
117
Option
Description
Set the value to True if the device has a Smart Operation
Panel and the Authentication value is Print Manager
Authentication with Device Access Control, Print
Manager Authentication, or AutoStore Authentication.
The Nuance Combined Client for Ricoh shows a
graphical Logout button because the Smart Operation
Panel does not have a Logout key.
Set the value to False for Ricoh devices that do not have
a Smart Operation Panel. Users log out by pressing the
Logout key on the standard device panel.
The format used for date and time displayed by the print
manager server.
AS Application Name
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Option
Description
device, regardless of where they were sent. The default is
False.
Account Name
Authentication Password
Encryption Password
Authentication Algorithm
Encryption Algorithm
SHA1
MD5
AES
AES192
AES256
DES
119
Mode
Description
Device Authentication
120
Mode
Description
Configure a device for internal authentication provides
more information on the Device Authentication option.
AutoStore Authentication
CAP
121
Mode
Description
Users log in at the device with CAP. CAP must be
installed prior to using this mode of authentication.
Once logged in, the user can toggle between AutoStore
and the print manager if both functionalities are enabled.
Note: When the print manager is Output Manager, the Output Manager detailed history by device report
shows entries for native copy, Output Manager print, and AutoStore scan jobs. The report does not show
entries for native scan and fax jobs.
Device Registration Service Action properties
This topic lists properties of a Device Registration Service action, which are configured in the Device Registration
Service.
Property
Description
Name
Address
Serial Number
Username
Password
Connection profile
Status codes
You may see the following status codes when applying an action in the Device Registration Service. These codes
show for items in the Action History.
Return Code
Description
100
Xlet is installed.
200
Xlet is initializing.
300
350
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Return Code
Description
370
390
Xlet is inactive.
500
Description
Start
Stop
Install
Uninstall
Update Menus
Reboot
Import guidelines
This topic provides guidelines for importing Nuance Combined Client for Ricoh device information into Device
Registration Service with a comma separated values (CSV) file.
Header information
The first row in the CSV file is the header row that contains header values for device information. Header values
appear in the following order: Name, IP, ApplicationProfile, DeviceType, DeviceGroup, Pro
perties, InheritPropertyFromGroup, SerialNumber, Username, Password. The subsequent
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rows list the corresponding values for each device separated by commas. Use the same header row when importing
devices for all unified or combined client types.
The first row must always contain the header row, because Device Registration Service uses the headers to identify
imported values. In subsequent rows, you can omit values other than those that correspond to Name, IP, and Appli
cationProfile. If you omit a value, make sure to insert the comma delimiter that corresponds to the value.
Nuance Combined Client for Ricoh properties
When you add a property to the file, do not include a space in the property name. The following table describes the
properties that you can include in the file:
Note: An asterisk indicates a required property.
Property
Description
EnablePrintRelease (*)
EnableScan (*)
DefaultFunctionality (*)
Authentication (*)
Print Manager
AutoStore
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Property
Description
unsecured communication through HTTP. The default
value is False.
LogLevel (*)
OMDateTimeFormat
ASApplicationName
ASStatusRefreshInterval
ASBatchScanTimeout
OMApplicationTimeout
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Property
Description
DisplayDestinationSpecificDocumentsOnly Set to True to show print jobs for only the device that
you are configuring. For example, you set the value to
True for device A. When users view print jobs at the
device A panel, they see only the print jobs that they
have submitted to device A. If the value is False, users
see the print jobs that they have submitted to device A
and to other destinations.
The default is True.
OMEnableSSOProvider
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Description
100
Xlet is installed.
200
Xlet is initializing.
300
350
370
390
Xlet is inactive.
500
The External client login The settings define three login methods and two PIN options:
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After you change login settings on the Output Manager server, restart the Nuance Combined Client for Ricoh to
implement the changes. Depending on the selections in the External client login settings, users see different login
options at the Nuance Combined Client for Ricoh.
Typically, all three login methods are enabled. Depending on the default login method selected at the Output Manager
server, the user sees either the user name and password login or the manual card ID entry login.
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Since the Card Swipe Login is always available, there is no need to switch to it and it cannot be specified as a default
login method in the Output Manager server. When Card Swipe Login is the only method enabled, the screen prompts
to swipe a card.
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The domain, Output Manager, or realm is selected in the Domain list box:
If the login fails, an error message shows Invalid user name or password:
Card swipe
This topic describes options for the card swipe login.
This login type supports the following features:
Card can be swiped when the Nuance Combined Client for Ricoh is not the active application on the device panel.
The Nuance Combined Client for Ricoh performs a login in the background. This is very helpful when the Nuance
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Combined Client for Ricoh is providing SSO to other applications. The active application could log in the user
after receiving the SSO notification.
Card can be swiped when the device is in energy-saving sleep mode. The Nuance Combined Client for Ricoh
wakes up the device and logs in the user.
If the Require PIN with card swipe option is not selected, the card swipe logs in a user with a registered card ID. If
the Require PIN with card swipe option is selected, the user enters a PIN.
If a login fails, the Nuance Combined Client for Ricoh prompts the user to register an ID or PIN.
If the user presses Yes, the Nuance Combined Client for Ricoh prompts the user to log in to assign an ID or PIN.
If the assignment is successful, the user can use the card ID or PIN for future logins.
Manual ID entry
This section describes options for the manual ID entry login.
Manual ID entry login prompts for both ID or server or registers an unrecognized user. By default, the manual ID
login provides fields for both card ID and PIN for logging onto the server. If the PIN option is disabled, the Nuance
Combined Client for Ricoh shows the login screen without the PIN field.
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If a login fails, the Nuance Combined Client for Ricoh prompts the user to register an ID or PIN.
If the user presses Yes, the Nuance Combined Client for Ricoh prompts the user to log in to assign an ID or PIN.
If the assignment is successful, the user can use the card ID or PIN for future logins.
AutoStore login
The Nuance Combined Client for Ricoh shows an AutoStore login screen when it is configured to use the AutoStore
login.
The following figure shows a sample screen for the Active Directory login on AutoStore.
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Equitrac login
This section shows Equitrac login screens for the Nuance Combined Client for Ricoh.
133
134
Screen layout
After a user logs in, the Nuance Combined Client for Ricoh shows the AutoStore workflow or the Print Manager
screen.
The Nuance Combined Client for Ricoh screen that appears depends on the settings that you configure in How to add
a new Device profile on page 7.
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The Release my print button in AutoStore does not appear if only scanning is enabled.
The Close button in the Print Manager screen does not appear if only Print Manager is enabled.
The number of jobs retrieved from the Print Manager screen is limited to 40.
Some buttons are disabled when no jobs are selected.
136
Description
Cancel
137
Operation
Description
Done
Job information
The job information screen shows job details.
The user can select one or more jobs and press Info to view information about each job.
138
139
Description
Print All
Delete
Info
Settings
140
Button
Description
Billing Accounts
Printed jobs
The number of jobs retrieved is limited to 40. When the user presses Print Jobs, the button changes to Unprinted
Jobs. This allows users to switch from one list to the other.
141
Logout
The Nuance Combined Client for Ricoh supports the following logout options at the MFD:
Logout button
Logout by card swipe
Auto logout
Energy Saving Mode logout
Powered off logout
Logout button
The user logs out by pressing Login/Logout on the device panel. The Nuance Combined Client for Ricoh shows the
login screen after the user logs out. For 10.x and later devices, the user can press Login/Logout to log out even when
the application is not the current application on the device panel.
If the Nuance Combined Client for Ricoh is configured for compatibility with Smart Operation Panel devices, the user
can log out by pressing the graphical Logout button on the Smart Operation Panel display.
Logout by card swipe
While logged in, the user can swipe a card again to log out. This is a convenient way to log out when the application
is not the current application on the panel, even for pre-10.x devices.
Auto logout
If the user forgets to log out, the Nuance Combined Client for Ricoh automatically logs out the user after the user has
not been active on the MFD control panel for a specified time-out interval. The time period is specified as the number
of seconds through the OM Application Timeout property in the device Details pane in Device Registration Service.
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Category
Equitrac reporting
Comments
Attributes for jobs tracked from the
client are limited compared to other
(non DRS) clients. Job costing will
be correspondingly restricted.
Equitrac reporting
Equitrac reporting
CAC/SmartCard support
Equitrac
Equitrac
Equitrac
Equitrac
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Restriction or limitation
Category
Equitrac
Equitrac
Equitrac
Comments
Description
J201, J301
J522
Missing library.
An application exception.
For a 10.x device, this can occur when installing with
Web Image Monitor. You can use RxopGuiClient
instead of Web Image Monitor.
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1. Locate the 33956099.zip file on the server (for example, C:\Program Files (x86)\Nuance\Device R
egistration Service\Service\Plugins\33956099.zip).
2. Extract the modelinfo.properties file from the ZIP file and open it in a text editor.
3. Configure the properties file by adding an entry for your device in the following format:
Modelcode=ScanSize
4. Save your changes to the file and reinstall the Xlet.
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Figure 33: System architecture with Nuance Unified Client for Ricoh Smart Operation Panel
The Nuance Unified Client for Ricoh Smart Operation Panel provides device authentication with a single application
for Equitrac Follow-You Printing and scanning into AutoStore workflows. This client secures access to devices,
allows user to toggle between Follow-You Printing and scanning, provides card reader support, searchable billing
codes at device login, and job accounting.
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The Nuance Unified Client for Ricoh Smart Operation Panel supports AutoStore, Equitrac, and Output Manager
authentication through user name and password, card identification (ID) with an optional personal identification
number (PIN), and card swipe with an optional PIN.
The Nuance Unified Client for Ricoh Smart Operation Panel supports single sign-on (SSO) for the following systems:
The Nuance Unified Client for Ricoh Smart Operation Panel can collect accounting data to enable you to track usage
for up to three billing accounts.
Description
See
Add an application
Application properties on page 205
Add a device
Import a device
147
Check
Description
See
Requirement
AutoStore
Equitrac
Output Manager
Languages
148
Component
Requirement
language. If the MFP language is not available, English
is used by default.
Simplified
Chinese
Finnish
Norwegian
Traditional
Chinese
French
Polish
Catalan
German
Portuguese
Czech
Hungarian
Russian
Dutch
Italian
Spanish
Danish
Japanese
Swedish
English
Korean
Thai
MIFARE CSN
MIFARE DesFire CSN
ISO 14443A/15693 CSN
149
Component
Requirement
CAC Authentication
Supported devices
150
151
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In the Device Configuration dialog box, click the Device Details tab.
Select Unified client.
In the Unified Client box, click Configure access control.
Click the appropriate tab to configure access control for Users, Groups, or Departments.
Click the browse button (...) for the user, group, or department that you want to configure.
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6. In the Manage MFP ACL Profiles dialog box, you can create or edit ACL profiles for the selected user, group, or
department.
7. Click New to create an MFP ACL profile.
You do not need to restart the Nuance Unified Client for Ricoh Smart Operation Panel to implement the changes.
The changes take effect the next time users log in to the Nuance Unified Client for Ricoh Smart Operation Panel.
How to configure device for print preferences
MFP Kiosk Preferences profiles make print preference available to users.
If Device Configuration dialog box for the device is not open already, follow instructions in Configure Output
Manager devices before continuing with this procedure.
Perform these steps only if you want users to adjust print preferences before printing.
1.
2.
3.
4.
5.
6.
7.
In the Device Configuration dialog box, click the Device Details tab.
Select Unified client.
In the Unified Client box, click New.
Type a name for the profile in the Name field.
Optional: Type a profile description in the Description field.
Click the arrow next to any item to expand an option group.
Select the check box next to a print option to add it to the Selected items list.
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8. Click OK.
If the Nuance Unified Client for Ricoh Smart Operation Panel is already started, restart it to implement the changes.
How to configure sign-in methods
This procedure describes how to configure the sign-in methods for Output Manager users.
1. Start the Output Manager console and connect to the server.
To start the console, select Start > All Programs > Output Manager > Output Manager Console > Output
Manager Console.
2. Click the Administration application.
3. In the Administration options, click Set General Preferences.
4. In the Administration - Set General Preferences settings, click the Security tab.
5. Select options in the External client login section as described in the following table:
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Option
Description
Card ID Entry
User Name/Password
6. Click Apply.
7. Restart Output Manager.
How to configure billing accounts
This procedure describes how to configure billing accounts and scan properties for Output Manager users.
1. Start the Output Manager Console and connect to the server.
To start the console, click Start > All Programs > Output Manager > Output Manager Console > Output
Manager Console.
2. Click the Administration application.
3. In the Administration options, click Manage Billing Accounts.
4. In the Administration - Manage Billing Accounts settings, you can create or edit a billing list and its billing
accounts.
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5. You can create secondary billing accounts under the main accounts.
8. In a profile, you can create a single billing list, two billing lists, or one primary list and one secondary list.
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9. Click OK.
You do not need to restart the Nuance Unified Client for Ricoh Smart Operation Panel. Users see the changes after
their next login.
How to configure copy quotas
This procedure describes how to configure the copy quota for a user.
1. Start the Output Manager Console and connect to the server.
To start the console, click Start > All Programs > Output Manager > Output Manager Console > Output
Manager Console.
2. Click the Administration application button.
3. In the Administration options, click Manage Users.
4. In the Administration - Manage Users pane, click the Balances tab.
5. For a user, select the check box in the Set Balance column, and click the browse button (...) in the Allowances
Profile column to create or edit profiles.
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You do not need to restart the Nuance Unified Client for Ricoh Smart Operation Panel. Users see the changes after
their next login.
Accounting
The Nuance Unified Client for Ricoh Smart Operation Panel uses accounting flags to perform accounting operations.
Collecting accounting data is achieved through the following actions:
The Nuance Unified Client for Ricoh Smart Operation Panel records accounting data for color and black and white
content as follows:
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When a user logs in at a device, the Nuance Unified Client for Ricoh Smart Operation Panel reads the device print
and copy counters. When the user logs out, the Nuance Unified Client for Ricoh Smart Operation Panel reads the
counters and records the differences since the start of the session.
The Nuance Unified Client for Ricoh Smart Operation Panel records data for configured billing accounts. When
the user changes the billing accounts while logged in, the Nuance Unified Client for Ricoh Smart Operation Panel
records the counter differences before each change.
For an Output Manager print job, the Output Manager server records its accounting data at the end of the job
regardless of the accounting settings. The Output Manager server uses the recorded print counters to reconcile the
accounting data.
For an AutoStore scan job, the Nuance Unified Client for Ricoh Smart Operation Panel records its accounting data
at the end of the job regardless of the accounting settings.
See
Note: Output Manager cannot provide quota management on 2.x devices, as they do not support external
authentication.
Quota is checked at login time, and during and after a copy session. After the limit is reached, the Nuance Unified
Client for Ricoh Smart Operation Panel issues a command to stop copy. The command turns off all device functions,
including copy, scan, and fax. Depending on the device capabilities, it may continue copying pages before its
functions are turned off. The Nuance Unified Client for Ricoh Smart Operation Panel may then prompt for a key card
and the Print Manager will prompt that the quota has been reached.
Typical usage
This section describes how to configure Output Manager for use with Nuance Unified Client for Ricoh Smart
Operation Panel on supported multifunction printers (MFPs) and configure the product for initial start-up. In addition
to this guide, ensure that you have any documentation related to your Output Manager product suite, documentation
for your MFP, and the DRS User Guide.
Note: This guide assumes that you are installing the Equitrac products (servers and embedded applications)
in a Windows network environment. This guide does not provide any information for third-party software
(including databases) or operating system support.
Output Manager login
This section describes how to configure login settings and how to log on to Output Manager through the Nuance
Unified Client for Ricoh Smart Operation Panel.
Login settings
This topic describes settings that control the Nuance Unified Client for Ricoh Smart Operation Panel login to Output
Manager.
The Nuance Unified Client for Ricoh Smart Operation Panel login is configured in the Output Manager Console by
the External client login options (see Configure logon methods).
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The External client login The settings define three login methods and two PIN options:
After you change login settings on the Output Manager server, restart the Nuance Unified Client for Ricoh Smart
Operation Panel to implement the changes. Depending on the selections in the External client login settings, users
see different login options at the Nuance Unified Client for Ricoh Smart Operation Panel.
Typically, all three login methods are enabled. Depending on the default login method selected at the Output Manager
server, the user sees either the user name and password login or the manual card ID entry login.
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The domain, Output Manager, or realm is selected in the Domain list box:
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Card swipe
This topic describes options for the card swipe login.
This login type supports the following features:
Card can be swiped when the Nuance Unified Client for Ricoh Smart Operation Panel is not the active application
on the device panel. The Nuance Unified Client for Ricoh Smart Operation Panel performs a login in the
background. This is very helpful when the Nuance Unified Client for Ricoh Smart Operation Panel is providing
SSO to other applications. The active application could log in the user after receiving the SSO notification.
Card can be swiped when the device is in energy-saving sleep mode. The Nuance Unified Client for Ricoh Smart
Operation Panel wakes up the device and logs in the user.
If the Require PIN with card swipe option is not selected, the card swipe logs in a user with a registered card ID. If
the Require PIN with card swipe option is selected, the user enters a PIN.
If a login fails, the Nuance Unified Client for Ricoh Smart Operation Panel prompts the user to register an ID or PIN,
and if the assignment is successful, the user can use the newly card ID or PIN for future logins.
Manual ID entry
This section describes options for the manual ID entry login.
Manual ID entry login prompts for both ID or server or registers an unrecognized user. By default, the manual ID
login provides fields for both card ID and PIN for logging onto the server. If the PIN option is disabled, the Nuance
Unified Client for Ricoh Smart Operation Panel shows the login screen without the PIN field.
If a login fails, the Nuance Unified Client for Ricoh Smart Operation Panel prompts the user to register an ID or PIN.
If the user presses Yes, the Nuance Unified Client for Ricoh Smart Operation Panel prompts the user to log in to
assign an ID or PIN.
If the assignment is successful, the user can use the card ID or PIN for future logins.
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Screen layout
After a user logs in, the Nuance Unified Client for Ricoh Smart Operation Panel shows the AutoStore workflow or
the Print Manager screen.
The Nuance Unified Client for Ricoh Smart Operation Panel screen that appears depends on the settings that you
configure in How to add a new Device profile on page 7.
Button
Description
Copies
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Button
Description
Configures color options.
Logout button
Logout by card swipe
Auto logout
Energy Saving Mode logout
Powered off logout
Logout button
To end a user session and log out of Nuance Unified Client for Ricoh Smart Operation Panel, press the Logout button
on the top bar.
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in Device Registration Service (for more information, see Nuance Unified Client for Ricoh Smart Operation Panel
device properties on page 207).
Energy Saving Mode logout
When the device enters Energy Saving Mode while the user is logged in, the Nuance Unified Client for Ricoh Smart
Operation Panel logs out the user before the device shuts down.
Powered off logout
When the device is powered off manually or through auto-power off timer, the Nuance Unified Client for Ricoh Smart
Operation Panel logs out the user before the device shuts down.
Configure AutoStore
Add the Ricoh SOP component to an AutoStore workflow to provide capture functionality for Ricoh devices with the
Nuance Unified Client for Ricoh Smart Operation Panel. When you create the DRS application, specify the AutoStore
server address as well as the port number specified on the Preferences tab of the AutoStore component configuration.
For details about configuring the Ricoh SOP component in AutoStore, refer to the component help in AutoStore
Process Designer.
Configure Equitrac
Configure the authentication for the Nuance Unified Client for Ricoh Smart Operation Panel component to work with
Equitrac authentication.
The Nuance Unified Client for Ricoh Smart Operation Panel provides copy control, scanning, and secure printing
on specific Ricoh manufactured multi-functional products (MFPs). Embedded on the MFP, Nuance Unified Client
for Ricoh Smart Operation Panel controls access to the MFP, and acts as the gateway for Nuance functionality. Users
must authenticate to gain access to Nuance-controlled device functions.
Nuance Unified Client for Ricoh Smart Operation Panel communicates with Nuance servers and tracks User activity.
During a user session, MFP activity is captured.
Nuance Unified Client for Ricoh Smart Operation Panel requires Smart Operations Panel G2 or later.
Nuance Unified Client for Ricoh Smart Operation Panel Features
Nuance Unified Client for Ricoh Smart Operation Panel supports the following features:
Authentication
Follow-You Printing
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Scan-to-Me
Card self-registration
Offline operation
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Server-Side Configuration
Nuance Unified Client for Ricoh Smart Operation Panel supports multiple Nuance product servers either individually,
or simultaneously. The client can either act as a Ricoh Authentication Agent, or run as a regular Android application
on the SOP. The following is a breakdown of the supported scenarios:
Scenario
Equitrac Standalone
(PCC 5)
AutoStore
Standalone (no
device locking)
EO/EE
AutoStore
Yes
Output Manager
Authenication
Agent
Yes
Yes
No
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Scenario
EO/EE
AutoStore
Output Manager
Authenication
Agent
Output Manager
(with device locking)
Yes
Yes
Yes
No
Yes
Yes
Output Manager
+ AutoStore (with
device locking)
Yes
Yes
Yes
Output Manager +
AutoStore (no device
locking)
Yes
Yes
No
Additional Documentation
You may need to refer to one of the following documents when performing server-side configuration tasks. These
documents are provided with your Equitrac product software, and are installed automatically with any server-side
component in the Program Files\Equitrac\Express\Documentation folder.
Guide
Equitrac Office Installation Guide Equitrac Express Insta Use this guide to perform an initial installation or upgrad
llation Guide
e.
Equitrac Office Administration Guide Equitrac Express
Administration Guide
Device Registration Service User Guide (Add an Applica Use this online help guide to determine installation, unins
tion section)
tallation and upgrade processes.
Installation Workflow
To install and configure the SOP and its server components, you must have administrative access to the machine
hosting the Equitrac server components. Default administrative credentials for the MFP are provided by your MFP
technician; server credentials by your network administrator.
Follow this workflow to install Nuance Unified Client for Ricoh Smart Operation Panel per device:
1. Download the current Nuance Unified Client for Ricoh Smart Operation Panel zip files from the Equitrac Partner
Portal. Do not extract the contents of the zip files.
2. Complete the preparation steps described in Prerequisites - Before You Install.
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Note: If you are deploying a large fleet of devices, we recommend that you apply the typical embedded
licenses for the devices before installing the embedded application. Otherwise, the software can be
licensed after the application is installed on the device. See Licensing.
3. Establish communication with the Equitrac server: ensure that the device is logically networked to the Equitrac
server, and that you have administrative access to the server.
4. License and configure Nuance Unified Client for Ricoh Smart Operation Panel in System Manager.
Preparing the MFP
Caution: Any MFP-specific settings must first be configured by your Ricoh administrator. See System
configuration settings for more information.
Before you use DRS to install the Nuance Unified Client for Ricoh Smart Operation Panel embedded solution,
complete the following steps to prepare the MFP for installation:
1.
2.
3.
4.
5.
On the Ricoh Smart Operation Panel home screen for the device, select the User Tools option.
From the menu, select Machine Features. The Machine Features screen displays.
From this screen, Log in with Administrator privileges.
Select System Settings, then select the Admin Tools Tab.
Locate the Administrator Authentication Management button and press it. The Administrator Authentication
management options open.
Note: You may need to page down to locate this option.
6. Ensure the Admin. Authentication option is set to On. Then press OK.
7. Navigate to User Tools > Machine Features > System Settings > Administrator Tools > User Authentication
Management.
8. Ensure LDAP Authentication is enabled.
Note: The label LDAP authentication will be changed to 'Custom authentication' after machine
rebooted.
9. Navigate to the Custom authentication tab, select None for copier function.
10. Still on the Custom Authentication tab, deselect Scanner and Fax, and then press OK.
11. Navigate back to System Settings, then open the Machine action when limit is reached option.
12. Enable either Stop Job or Finish Job and Limit, then press OK.
13. Navigate to User Tools > Screen Features > Interface Settings.
14. Ensure Machine Network is selected.
15. Reboot the MFP.
After reboot, set the card reader auto-wakeup by accessing the administrator settings of the machine and navigating to
Service > Screen Features > Screen Device Settings > Screen device always-connection Setting. Ensure Auth On
is Active.
Note: Specific Ricoh device settings vary by geographic location and setup. Please consult your Ricoh
technician for any MFP-specific settings needed for your particular deployment.
USB Card Readers
Equitrac USB card readers are typically automatically detected by the device upon start-up. There is no MFP or server
configuration required for Nuance Unified Client for Ricoh Smart Operation Panel to recognize card reader hardware.
Some server configuration, however, is required to ensure they function properly for the SOP. Some card readers can
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be configured to detect multiple card types. If your card reader supports more than one type of card, we recommend
configuring it for only the type of card used.
Note: Card reads within authentication work flows must be configured on the server in System Manager.
Otherwise, card reads are not recognized. For detailed information about configuring authentication work
flows, see the Equitrac Office or Equitrac Express Administration Guide.
Card reader setup
Equitrac USB card-reader models are typically plugged in to the USB port located on the left side of the Smart
Operation Panel. The cards require no further configuration. The following Equitrac card readers are supported:
Table 6: Vendor and Product IDs
Card Reader
Vendor ID
Product ID
13AD
041F
13AD
9CA5
13AD
9CA6
13AD
9CA7
13AD
9CA8
13AD
9CA9
13AD
9CAA
Note: Third-Party card readers which are supported by the Ricoh device may also be used. Such readers may
require their own license. See the respective card reader documentation for more information.
Disconnect or reconnect the USB Card Reader
Many Ricoh devices have more than one available USB port. Typically, Equitrac card readers occupy the USB port
located to the left of the SOP Panel.
Note: Alternatively, the mini-DIN slot underneath the SOP Panel can be used to connect a card reader using
an adapter cable. To connect a card reader in this way, contact your Ricoh service representative.
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Third party card readers can use either the ports described above, or any other USB port on the SOP. There are no
special hardware considerations when adding or removing an Equitrac card reader. To remove a card reader, simply
unplug it. To add a card reader, plug it in to the above port.
USB Keyboards
Starting with the Ricoh PCC5 release, Ricoh Smart Panel devices no longer support the use of USB keyboards. The
on-screen software keyboard is used instead.
Paper type setup
The correct paper type must be set to allow for accurate tracking of copies. Follow these steps:
1. Open a web browser and enter http://<MFP IP Address> in the Address field. The device web page
opens.
2. Click Login and enter your administrator User Name and Password. The Web Image Monitor page opens.
Note: The Web Image Monitor page may differ in appearance and location of functions by device. The
basic functionality remains the same.
3.
4.
5.
6.
7.
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2. In the Select Accounting server dialog, choose the CAS with which Equitrac System Manager is associated, then
click Connect. If the server is not listed, enter the host name or IP address in the server field.
3. When System Manager opens, click Licensing in the left menu pane.
4. Under Current tasks, click Add license, or click <Add...> in the right pane.
5. When the Equitrac activation window opens, click Next to begin the activation process.
6. Enter the serial number for each components you want to activate. These serial numbers were supplied with your
software. After you enter each complete serial number, click Add to add it to the list, then enter additional serial
numbers as required.
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Note: The Activation wizard transmits the data using an HTTP connection to the Equitrac activation
server. If the connection fails, the Activation wizard prompts for verification that you have configured
the default gateway correctly, and that the Internet is accessible from this machine. You can retry or
cancel the activation request at this point. If you cancel, the Activation wizard prompts you to use
manual activation instead
e) Once the Activation wizard sends the activation data and Equitrac returns the activation code, the Wizard
automatically records the license activation in System Manager, and displays a summary of the activation
results:
Activation code
Description
Serial number
Status (Success; Invalid- the serial number is invalid, or Denied- the serial number was valid but not
accepted)
Use the standard Add Printer function included in the Windows OS.
Use only TCP/IP Ports. Do not use Web Services for Devices (WSD) ports as they are not supported.
If the device is part of a group of devices available to print from a designated queue (pull group), it must use a
driver compatible with all other devices in the pull group.
Server-Side Configuration
After you complete the install and configuration of Nuance Unified Client for Ricoh Smart Operation Panel on the
MFP, you need to register and configure it on the Equitrac Office or Equitrac Express Core Accounting Server (CAS).
The server-side settings determine how the software operates on the MFP.
Configuring Nuance Unified Client for Ricoh Smart Operation Panel Embedded Devices
Each embedded device entry in System Manager must be associated with a physical device (MFP). Once Nuance
Unified Client for Ricoh Smart Operation Panel is installed, your device communicates with the Device Control
Engine (DCE) specified during the installation and configuration via the DRS component, an embedded device entry
is automatically created in the Equitrac Office or Equitrac Express system, only if you applied the software license
before installing the software on the MFP.
There are two methods of registering Nuance Unified Client for Ricoh Smart Operation Panel MFPs as devices in
System Manager:
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Note: You can rename the auto-created entries as needed using terms and descriptions appropriate for your
organization by right-clicking on an entry and selecting Edit from the menu.
Manually Configuring Embedded Devices
Use the System Manager > Devices link to manually add an embedded device that is associated with a single
physical device. This includes enabling secure document release (SDR) and release behaviors, as well as copy, scan
and fax access on each MFP.
Before installing and registering each MFP as an Equitrac Office/Express device, ensure that you have activated the
appropriate SOP license for the device on the Equitrac Core Accounting Server (CAS).
The following procedure assumes you have already registered the physical device hosting Nuance Unified Client
for Ricoh Smart Operation Panel within System Manager. For details on performing this procedure, see the Equitrac
Office or Equitrac Express Administration Guide.
To register each device with CAS, perform the following procedure on an Equitrac Office/Express administrative
workstation:
1. Open System Manager and select the Devices link. The right pane displays the devices registered in System
Manager.
2. Right-click on the device and select Add embedded device to open the Embedded device dialog.
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4. Specify the Server hosting the DCE associated with this physical and embedded device.
5. Select Ricoh SmartPanel from the Type drop-down list.
6. Enter the Serial number for the device. This must match the serial number as shown on the MFP itself.
7. Leave the HID decoding setting at Default. For information about this setting, see the Equitrac Office/ Express
Administration Guide.
8. Click Pricing to configure pricing at the embedded device level. You can create a price list then assign it as
the default price list for all of the device functions, or set a price list for each separate function. For details on
configuring price lists, see the Equitrac Office or Equitrac Express Administration Guide.
Note: Unless a new price list is designated for the device, the default price list is used.
9. Click the link beside Tracked activities to override default tracking options for a particular embedded device. See
Configuring Workflows.
10. If you have defined Rule sets in System Manager, select one from the drop-down list to apply to this embedded
device. For more information on creating rule sets, see the Equitrac Office or Equitrac Express Administration
Guide.
11. From the Offline access drop-down list, select the type of offline access users have when the device cannot
connect to DCE.
None: This option denies all normal user access to the device, although system administrators can still access
the System Administration functions.
Cached only: With this option, only users who have previously logged in can access the device using their
cached login credentials and any cached billing values.
Allow all: This option permits any user credentials for login and any billing values for access to device
features.
12. Select a Prompt for billing code option from the drop-down list.
Default: This option uses the billing code settings from System Manager > Configuration > User
interaction > Session flow. See Enabling the Billing Code Prompt.
Prompt: This option prompts the user for a billing code even if billing code prompts are not enabled globally.
Do not prompt: This option disables the billing code prompts even if they are enabled globally.
13. Specify how SOP will handle Release behavior for documents at the device:
First is released: Released: only the first document in the users queue
Prompt: Prompts the user to release all or select documents for that user
Release all at login: Releases all queued documents for the current user automatically after successful login.
Note: Secure printing must be enabled on the print queue. See Enabling Secure Printing.
14. From the Disclaimer drop-down list, select the disclaimer you want to use at the close of an email. For
information about setting up disclaimers, see the Equitrac Office/Express Administration Guide.
15. From the Enable guest user drop-down list, select the option to use for unrestricted access to the device:
Default uses the configured global setting.
Disabled overrides the global setting, and denies access.
Enabled overrides the global setting, and allows access to guest users.
16. Click OK to save the settings.
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4. On the Assign license dialog box, select the check box for the devices to assign the Capture and Send license to.
At the bottom of the dialog box is a counter displaying the number of available licenses and available devices.
These numbers decrease with every license assigned.
5. Click OK after the licenses have been assigned to the desired devices.
The devices assigned for Capture and Send now display under the Capture and Send license option. To remove
an assigned license from a device, right-click the device and select Remove assignment. The number of used
licenses are adjusted accordingly.
Enabling the Guest user
The Guest user in the Unified Client for Ricoh SOP offers the ability to use the embedded solution for
unauthenticated access. Users who are not associated with your enterprise can gain access to configured features
of Unified Client for Ricoh SOP without providing log in credentials, or if mobile users want to access the system
without authenticating. Guest workflows can be configured in the same way regular workflows are, allowing for
many configurable options. Using a Release key is one possible way the Guest user feature is used; it can also be
used to provide access to any workflow configured in the Guest user workflow container configured on the server,
such as Guest access to Native functions. The system considers the Guest user as a regular user, so Function Access
Control rules can be configured on the server for the Guest user in order to control the exact permissions granted to
Guest users. The server tracks usage in Reports based on the Guest users identity.
For example, a workflow can be configured to place a "Guest" button on the device log in screen which invokes a
Follow-You feature. The user can then release documents with a provided key. Depending upon configuration, such a
workflow may behave in the following manner:
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2. Ensure the Enable guest user check box is selected. This enables all the Unified Client for Ricoh SOP-equipped
devices to allow Guest User functionality by default. You can then designate which devices allow Guest User
functionality per device, if necessary.
3. Configure the Guest button. You must configure which text appears on the Guest button, as well as the workflow
associated with the button. You must also configure which user account is used for guest transactions:
a) In System Manager, navigate to Configuration > Security and authentication > Guest user. The Guest user
dialog opens:
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b) In the Button title field, enter the text you want to appear on the button to guide users.
c) In the Workflow container field, enter the container name associated with the button the Guest user presses to
gain access. For information about configuring workflows and containers, see the Equitrac Office or Equitrac
Express Administration Guide.
Note: You can configure the Guest Workflow container to your requirements. The workflow can
contain only Guest-included workflows or standard workflows as well. The container must, however,
use Global scope.
d) Click Verify to ensure the Container provided is valid. A dialog box displays, indicating a pass or fail.
e) In the Guest user account field, enter the account leveraged when the Guest user function processes
transactions. For information about configuring Users, see the Equitrac Office or Equitrac Express
Administration Guide.
f) Click Verify to ensure the Guest user account provided is valid. A dialog box displays, indicating a pass or
fail.
g) Click OK.
To allow override of the global device settings, thereby allowing or disallowing a device using the Unified Client for
Ricoh SOP the Guest User functionality regardless of the default setting, do the following:
4. In System Manger, navigate to Devices. In the right pane, double click the embedded device you want to
configure. The devices Embedded device dialog opens:
5. Select the desired Guest user functionality from the Enable guest user drop-down list:
Default uses the default settings for Guest users as configured above.
Enabled activates Guest user functionality for this device regardless of the default setting.
Disabled deactivates Guest user functionality for this device regardless of the default setting.
Configuring Workflows
A variety of scan, print, native scan, and native print and copy workflows can be configured in System Manager.
Workflows can be configured to be accessible to all users, or only available to users assigned to specific departments.
Common scan workflows can be configured for email, network folders, RightFax and SharePoint destinations.
Workflows are configurable, and can be used to create icons to be added to workflow containers allowing quick
access to the specific functions at the device.
To create a workflow, do the following:
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1. In System Manager, navigate to Configuration > Workflows and scanning > Workflow management.
When the Workflow management dialog box first opens, a list of preconfigured workflows is displayed. Any
of these can be edited to suit the scanning needs of the organization. Additionally, custom scan-related, systemmanaged and device-managed workflows can be created.
2. In the Workflow management dialog box, click <Add...> (or select an existing workflow from the list) to open
the Workflow definition dialog box.
3. Enter a descriptive Name for the workflow which users can identify and select at the MFP.
Note: If the length of the chosen name exceeds the available space on the display, the name is truncated to
fill the available space.
4. Click the Active check box to enable the workflows to be available to use.
5. From the Scope drop-down list, select either Departmental or Global. Global workflows are accessible to all
users, while Departmental workflows are available to users assigned to a specific department.
Note: Departmental workflows must be Active in order to apply them at the department level. Inactive
workflows are listed in the Department properties, but cannot be applied.
6. From the Destination drop-down list, select the workflow type.
7. Define the scan destination attributes by clicking the ellipsis button (...) beside the corresponding attributes
default value in the Define attribute <Attribute> default value dialog box and click OK.
8. Click the Image preferences button to set the scan workflow resolution and type.
9. Click the Output file size button to define the scan file size settings.
10. Click the Output formats button to select the scan output formats that will be available to users at the scanners.
These formats are produced out of the device proper, as opposed to those set up through the SPE. See the Equitrac
Administration Guide for more details on SPE settings.
11. Click OK to save the workflow.
12. Click OK again when the all the desired workflows have been configured.
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Note: If only one workflow is configured and available in the Launcher (or equivalent) container upon
user login, the Unified Client for Ricoh SOP automatically starts that workflow. If the workflow is in a
'child' container, autostart does not apply.
For more information, see the Equitrac Office or Equitrac Express Administration Guide.
Tracking Jobs Originating at the Device
To correctly track jobs that printed from the MFP, enable print tracking through the embedded device.
1. Select the embedded device from the Devices list.
2. Click on the link beside Tracked activities to open the Embedded device configuration dialog box.
3. Select either Copy or Scan for the activities you want to track.
4. Click OK again to close the Embedded devices dialog box.
Configuring System Timeout Behavior
Nuance Unified Client for Ricoh Smart Operation Panel has various timeout behaviors which work separate from
native Ricoh timeouts, and control the access to the software when a device is left idle for long periods of time. Some
timeout durations are user configurable. The following table explains the timeouts and their functions:
Timeout
Set In
Behavior
Session Activity
System Manager > Configuration > This timeout applies to all software
Devices > Embedded Devices
functions, such as login, Scan-ToMe and Follow-You Printing. When
Note: The default value
this timeout expires, the user is
is 60 seconds, and must be
immediately logged out.
set to at least 30 seconds if
overridden.
Note: If any timer is set to
a value less than the session
activity timer, the time for
session activity is used
instead of the set value.
Session Summary
Warning: Administrators of Ricoh MFPs have the ability to set device-specific Auto-Off and energy saver
timeouts. These timeouts should not be set at less than 300 seconds (5 minutes). If timeouts for SOP activity
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have not been reached when the timeouts for the device engage, the device must be restarted to re-enable
Nuance Unified Client for Ricoh Smart Operation Panel. To avoid this issue, always ensure the device
timeouts exceed any SOP-specific timeouts by a wide margin.
Configuring Card Self-Registration
If you want users to self-register their swipe cards, you must enable this option in System Manager. When a user
swipes an unregistered card, they are required to log in to the MFP with valid primary and secondary user credentials.
The information the user must enter depends upon the authentication mechanisms set in System Manager.
1. Open System Manager and navigate to Configuration > Security and authentication > User authentication.
Note: If a user has a secondary PIN or external password associated with their user account, they must
enter their secondary user credentials on the MFP front panel when prompted. If the user does not have a
secondary PIN or password associated with their user account, they can leave the field blank to proceed.
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5. Select the Auto-register primary PINs check box. Optionally, you can select Register as alternate PIN to
record the PIN as the alternate PIN instead of the primary PIN. The Auto-register primary PINs option must be
selected for card registration.
6. Click OK to save the changes.
The next time the user swipes the card, their account information is automatically associated with the card, and they
can log in without manually entering their user credentials.
Enabling Secure Printing
Secure printing holds documents in a secure print queue until the user releases the document from Nuance Unified
Client for Ricoh Smart Operation Panel.
Secure Printing on the Physical Device
1. Open System Manager and select Devices from the left pane.
2. Click on the print queue you want to configure. You may have to expand the Physical device and Port to see the
print queue.
3. In the Print queue summary dialog, set the Secure Printing option to Enabled from the Behavior section, and
click OK to save the changes.
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email through your server. You require a Capture and Send license per device to enable the functions. In the case
of SharePoint and RightFax, there must be as many SharePoint or RightFax destinations as there are SharePoint or
RightFax servers (one destination per server). For example, if each department has a SharePoint server, each one must
be added as a valid Scan Destination. In the case of network folders and email addresses, you can set up scan aliases.
For information on scan aliases, see the Equitrac Office or Equitrac Express Administration Guide.
Note: To use scan features offered through Equitrac Capture and Send, you must install the Scan Processing
Engine (SPE) component of Equitrac Office or Equitrac Express. See the Equitrac Office or Equitrac Express
Administration Guide for information about SPE.
To configure their use:
1. Open System Manager and select Configuration > Workflows and scanning > Scan destinations. The Scan
destinations dialog opens.
2. Click <Add...> to add an application.
3. Once added, configure the scan destination by clicking it. Fill out the fields in the Scan destination definition
dialog if they are not already filled. For detailed instructions on configuring scan destinations see the Equitrac
Office or Equitrac Express Administration Guide.
Note: Not all server settings are applicable to all devices.
Scan-to-Me
Scan-to-Me allows users to scan documents and email the results to a preset email address. The email address used is
pulled from the users account information in the Equitrac Account Manager. Note that users with no email addresses
enabled do not see a Scan-to-Me option. If you want to allow users with a valid email address to use the Scan-to-Me
feature in Nuance Unified Client for Ricoh Smart Operation Panel, ensure that it is enabled in System Manager.
Note: The Scan Processing Engine (SPE) component of Equitrac Office or Equitrac Express is required.
1. Open System Manager, and navigate to Configuration > Workflows and scanning > Scan-to-Me.
2. In the Scan-to-Me dialog, select the Enable check box. Selecting this option places the Scan-to-Me button on the
Unified Client for Ricoh SOP log in screen, and allows users to access the feature.
Note: You must also ensure the Scan-To-Me feature is in the Launcher Container, and ensure the Login
screen includes a Quick Shortcut using that Container.
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Description
Duplexing
Scan type
Enable To field
Enable CC field
Note: The Scan-to-Me option is not available to users without an email account associated with their
Equitrac account.
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Note: Email functionality is handled exclusively through the server associated with SOP, and not at the
device itself.
4. In the Default group box, set the default Subject and File name attributes for the files resulting from Scan-to-Me
operations:
a) Click the ellipsis (. . .) of the attribute you want to change. The Define attribute box displays.
b) Alter the existing default setting for the attribute by selecting a new one from the drop-down list, or clicking on
the text and replacing it.
Configure the Mail Server
To configure the mail server:
1. Open System Manager and navigate to Configuration > Network environment > SMTP mail server, then select
Add....
2. Enter your SMTP Email server which is either the servers DNS name or IP Address.
3. Select Enable TLS and enter a Mail from address for system generated messages. This address appears in the
From field when a user receives a notification email message.
4. Select Basic Authentication if your SMTP mail server requires a user name and password each time a message is
generated.
5. Click OK to save the changes.
Note: General scan through SMTP information is centralized on the server.
Enforcing Color Quotas
Nuance Unified Client for Ricoh Smart Operation Panel can enforce limits on the number of color copies that any
user can make, based on their user account quota limits. If configured to do so, the software can disable the MFP
when a user exceeds their color copy limit. For a more detailed discussion about Color Quotas, see the Equitrac Office
or Equitrac Express Administration Guide.
To enable the software to enforce color copy quota limits, do the following:
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1. Open System Manager and navigate to Configuration > Accounting and quotas > Color quota.
2. In the Color quota dialog, select Enable color quota.
3. Select Disable copying on color devices once quota exceeded. This disallows black and white copying, and
stops color copies if users exceed their color quota limits.
4. Enter a Custom message to display to the user when they have exceeded their color quota.
5. Click OK to save any changes.
Enabling the Billing Code Prompt
If billing codes are enabled on the Equitrac Server, you can determine when the billing code prompt appears to the
user on the MFP. There are two optionsafter user identification, and at job release.
1. Open System Manager, and navigate to Configuration > User interaction > Session flow.
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2. In the CAS offline behavior section, select the Login caching from the DCE servers drop-down list.
Disabled: DCE follows offline behavior settings; the regular rules for cached only and allow all apply.
Enabled: DCE authenticates users against its internal cache, rather than contacting CAS.
DCE login caching determines whether a user login is accepted or denied when CAS is offline. If DCE caching
is disabled when CAS is offline, then users cannot login. If DCE caching is enabled when CAS is offline, then
DCE allows users to login only if they had previously logged in when CAS was online.
For example, if DCE caching is enabled, and User1 authenticated while CAS was online, but User2 did not,
then if CAS goes offline, User1 can still login, but User2 cannot login until CAS comes online again. Once
CAS is back online, then User2 can login, and continue to login even if CAS goes offline again.
Note: Account limits are not enforced, and Billing Codes are not validated when DCE is operating
without a connection to CAS.
3. Select how DRE servers handle print jobs when CAS is offline.
Auto select: If account limits are enforced, then the Do not print option is used. If account limits are not
enforced, then the Print, charge accounts later option is used.
Do not print: Users cannot print, and must wait until CAS is back online in order to print.
Print, charge accounts later: Users can print, and then the print job is charged to their account when CAS is
back online.
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2. In the Optional display fields section, select which fields you want displayed during a user session. The
following options are available:
Option
Sub-option
Account name
Account balance
At end of session
Do not display
Session cost
Caution: The session costs and user account balances displayed at end of a session are estimates based on
average copy costs. The actual values stored on the server may differ from these values.
Note: In order for the Unified Client for Ricoh SOP Session Summary screen to appear on the MFP,
Account balance and/or Session cost must be set to display at the end of a user session.
Configuring Available MFP Functions
The functions that are available, how they are displayed, and to which users these functions are presented, is
dependent upon various configuration options. When determining which workflows are available to the user,
consider:
The licensing applied to the device. Scan workflows, except those using Scan-to-Me, require an Equitrac
Capture and Send license. You must obtain a license per device to enable these options.
Workflow and Workflow Container Settings for the device. For functions to appear, they must be correctly
set in System Manger using Workflows and Workflow Containers. They can then be ordered and enabled as
required by the administrator. The Launcher and Quick Shortcuts bar containers govern which items appear on the
Launcher screen and Quick Shortcuts bar list. These containers cannot be removed. Other containers, such as the
Scan container are supplied for your convenience, and can be removed or added as needed. Although containers
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may have workflow associations, actual workflows are only available if the related features are configured,
licensed and available to the user based on global and departmental settings (see below). For detailed instructions
on how to use Workflows and Workflow Containers, see the Equitrac Office or Equitrac Express Administration
Guide.
Global or departmental settings. Within Workflows or Workflow containers, you can set functions to be
accessible by any logged in user (a global setting), or by the logged in users specific department (a department
setting, which acts as a subset of valid users to allow more granular control over which functions a user is able to
access).
The Unified Client for Ricoh SOP requires a default item for the Quick Shortcuts bar. If there is no default
configured on the server, the Unified Client for Ricoh SOP selects the first item in the list as the default item.
If Follow-You Printing or Secure Document Release (SDR) are not enabled in the Physical Device settings,
configured workflows do not appear. Ensure that you have selected and enabled these options. See Enabling
Secure Printing . In some cases after having made a change you need to force a cache update to the DCE for the
change to take effect. See Managing DRC in the Equitrac Office or Equitrac Express Administration Guide for
instructions.
Devices must have an associated ECSP license and a configured SPE associated for scan workflows to appear.
Any item placed in the Quick shortcuts bar, must also be in the launcher.
If a workflow container has only one workflow, the Unified Client for Ricoh SOP will execute that workflow, and
no further selection is necessary.
Workflow configurations for Follow-You Printing and Release All contain an option to configure billing code at
release. This setting overrides all other prompt for release configurations in the system.
For detailed instructions on how to use Workflows and Workflow Containers, see the Equitrac Office or Equitrac
Express Administration Guide.
Elements of Nuance Unified Client for Ricoh Smart Operation Panel User Interface
You can perform various functions at any time in the user workflow, depending upon settings. The Nuance Unified
Client for Ricoh Smart Operation Panel user interface is touch-based. Use your finger or a pointing device such as
a stylus to make common touchscreen type gestures, type on the soft keyboard, scroll lists of options, and perform
certain system commands. Users can swipe the screen to reveal more options, as indicated by the carousel dots. The
screen requires that minimal pressure be applied when navigating the system. The user interface for the Unified Client
for Ricoh SOPis presented in three areas:
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Figure 41: Typical Nuance Launcher Screen, indicating the three areas
Title Bar. This area is controlled by the Device, and is used primarily to access the system The following options
are possible:
Login button. Presents the login screen to authenticate and gain access to the Unified Client for Ricoh SOP.
Logout button. Logs the currently logged in user out.
Moon. Engages system sleep mode. This is disabled when a user is logged in.
The currently logged in user's name.
The System Home button, which returns the user to the Ricoh Smart Operation Panel Home Screen.
Main Window. This area is controlled by the Unified Client for Ricoh SOP, and is the main interface. Most user
selection and workflow activity is handled through interaction with this area of the UI. Depending upon the
currently active screen, the following options are possible:
Information Bar. Indicates the current workflow or screen, as well as additional information such as the current
account balance. Also indicates when a list of recent system notifications is available. Press the Exclamation
Triangle (when present) to display these.
Nuance Navigation Button. When present, displays a list of options relevant to the current workflow.
All available workflows. These are determined by the administrator at time of setup, and by the privileges of
the user currently logged in. Workflows that act as gateways to additional workflow groups are enclosed in
square braces. for example, [Scan] opens a menu with additional options.
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OS Bar. This area is controlled by the underlying operating system, and is used primarily for navigation.
Depending upon the currently active screen, the following options are possible:
Check Status. Offers information about the MFP at the system level. Consult the Manufacturer-provided
documentation for information.
Back Arrow. Returns the user either to the previous screen, the Nuance Launcher, or the Ricoh Smart
Operation Panel Home screen, depending upon the system screen displayed.
Down Arrow. When the soft keyboard is displayed on the screen, this arrow dismisses it.
Home button. Returns the user to the Nuance Launcher.
SD Card indicator. Indicates the presence of an SD card in use with Secure Operation Panel.
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After the Unified Client for Ricoh SOP starts, you can display the Login screen either by tapping anywhere in the
main window, or swiping across the screen in either direction:
Note: Nuance Unified Client for Ricoh Smart Operation Panel acts as a device Authentication Agent,
allowing it to lock and unlock the device and collect transactions.
On this screen, users must provide valid authentication credentials before they can access the device functions
available to them.
If there are quick shortcut options available through a configured container, they display directly on both the Welcome
and Login screens, as above. Users can opt to select the desired option and then authenticate, so when they login,
they are taken directly to the workflow they selected. Otherwise, users are presented with the default option the
administrator has chosen in the Quick Select Container, which contains their selection of workflows, governed by
how Workflows and their respective Workflow Containers are configured in Equitrac Office or Equitrac Express, after
they login.
The login process follows this general path:
1. If not active, start the Unified Client for Ricoh SOP by pressing the Login button on the top menu bar.
2. Touch anywhere in the main display window, or use touchscreen type gestures to swipe in either direction on the
screen to display the Login screen.
3. (Optional) Select the desired Quick Selection option from the list on the screen, if available.
194
4. Enter valid login credentials using the on-screen keyboard (invoked by tapping within the User ID field), or by
presenting your card.
Depending on configuration, one or more login fields may appear. The following are examples of valid login
credentials:
Note: The last prompt field on the Login screen is masked to protect your login credentials. If secondary
prompts are not enabled on the server, the User ID field is masked (***). If secondary prompts are
enabled, the second field is masked instead.
5. Touch the blue Nuance Login button. The Launcher screen or selected Quick Selection workflow opens.
If you have difficulty logging in
If your credentials are not validated, an error message appears requiring you to try your login again.
If the system does not recognize the swipe card you used to authenticate, you are prompted to enter your
authentication details if the card auto-registration feature is enabled. The next time you swipe the card, your login
information is populated automatically. Otherwise, the system displays a "login failed" error.
Entering Billing Codes
If billing codes are configured, the Accounting/Billing Code screen opens before a user accomplishes a task. The
code entered here applies to copy and scan jobs. If overrides for Follow-You printing are enabled, a billing code
which overrides the first can be entered and upon job release in the Follow-You Printing screen.
Note: If an account is configured with only one available billing code to charge against, and billing codes
are required, then that code is automatically selected and the Billing Code screen does not appear unless the
"Billable" option is enabled.
195
resulting list of billing codes if it covers some of the results. The list initially contains all billing codes, and then
narrows to a subset based on the search criteria entered. The list contains the first 100 codes that matched your
search. Use swipe gestures to browse through billing codes and select the correct code, which then populates the
Billing Code field.
2. If configured, select whether the job is Billable or not by tapping the check box.
This option determines if the transaction is billed to a user, group, or department, or if it is only entered into the
system for reporting purposes.
3. Select Done to continue.
If the Billing Code validation is enabled, the billing code is validated when you select Done. If you searched for a
code and selected it from the list, it is validated immediately. Billing code validation is set in System Manager >
Configuration > Session Flow > Validate Billing Codes.
Note: If the billing code you entered is invalid, try performing a search and selecting the code from a list
instead.
Using Follow-You Printing
The Follow-You Printing screen displays all the queued documents associated with your login credentials, or release
key. By default, the list displays documents in order from longest-queued to most-recently queued.
Each time you release a document from the Job list, the Unified Client for Ricoh SOP checks your estimated available
account balance. If account limits are enforced, and the total cost of the selected documents exceed the available
account balance, an error message displays indicating that the account balance would be exceeded and the items will
not be printed. The current pages, documents, costs associated and other information appears in real time for the print
jobs selected in the document details window at the lower right of the screen.
Note: Account limits are a licensable feature available in Equitrac Office or Equitrac Express.
196
The top line of the documents list indicates the number of documents available. To select or deselect all
documents, press the selection circle next to Print Jobs.
Select or deselect individual print jobs by pressing the print job's respective selection circle.
Delete individual print jobs by swiping to the left on any print job's row to reveal a trash can icon. Then, press the
icon.
Select Print to release all selected documents.
The following options are available by selecting the Nuance Information Menu icon at the top right of the screen:
Select Select All to select all documents. To deselect a document and not release it for printing, press the
respective print job's selection circle.
Select Print & Save to release any selected print job(s) and save them in the print queue.
Select Delete to remove all selected documents from the Job List without printing them.
Select Refresh to update the document list.
The following options are available from the Title and OS Bars:
Select the Home button to return to the Device Launcher screen.
Select the Back Arrow to return to the Nuance Launcher screen.
Select Logout to end your current session.
Scanning
Nuance Unified Client for Ricoh Smart Operation Panel offers the ability to perform many different scan tasks,
including scanning to email and network folders through SharePoint (team site) and scanning directly a fax through
RightFax. To use these options, the Capture and Send function, which enables the Unified Client for Ricoh SOP to
perform these tasks, must be set up and licensed. See Manually Configuring Embedded Devices for information about
enabling these features.
Nuance Unified Client for Ricoh Smart Operation Panel acts as a user-facing experience to handle numerous scanning
solutions. For example, Equitrac Scan-to-Me functions are handled through the Unified Client for Ricoh SOP, and
users can scan to network folders, email addresses or directly to fax recipients based on the workflow chosen. The
workflow experience for each feature is identical to an end user regardless of the product used to process the scan.
The options available to a user depend upon the administrator's setup, the user's settings, and which features are
licensed. Scan settings and processes are handled through the Ricoh Scan GUI service.
Detailed information on setting up scan workflows is found in the Equitrac Office or Equitrac Express Administration
Guide.
Scanning can proceed either by using the Automatic Document Feeder (ADF) on the device, or by scanning directly
from the glass of the MFP one sheet at a time. The actual scanning process and scan settings per job are handled
through the Ricoh Scan GUI Service.
Note: If a user wants to quit a scan, this can be done using the Stop button at any time. However, if the
document being scanned is using the ADF, the pages will finish running through the ADF before stopping the
process.
Note: Users can append pages to documents mid-scan job when scanning from the glass. However,
appending pages to scan jobs through the ADF is not supported.
Terminology
For the purposes of this section, the terms used refer to the following:
Scan Task: An operation which delivers a scan to a particular end point. This can me a destination such as an email
address or network location, or a service such as a RightFax operation.
197
Documents: One or more pages that will be scanned. There can be as many pages per document as required, within
the limits of what the device allows.
Scan Job: A collection of Documents. You can scan multiple Documents at a time, which are then concatenated into
a Scan Job.
Job Details: A collection of metadata that is applied to a Scan Job. Typically, any collection of Documents will share
the same Job Details through their inclusion in a Scan Job.
Prepare to scan
Log in to the Unified Client for Ricoh SOP at the device with your credentials. Place the document you want to scan
into the Automatic Document Feeder (ADF) or, onto the glass of the scanner.
Note: You can place your document at the start of the workflow, or at any time prior to scanning.
Select a Scan workflow from the available options. Scan workflows are typically set up in System Manager to
simplify and automate the Scan process. The following is an example Scan-To-Me screen.
Note: If Capture and Send is not licensed and configured, then only Scan-To-Me functions are available.
Note: The Scan Processing Engine (SPE) component of Equitrac Office or Equitrac Office or Equitrac
Express must be installed to enable any scan functionality.
Depending upon the destination of your scan, you may be asked to provide specific meta data. These Job Details
are associated with the Scan Job in question. This information determines specific attributes used in the routing and
type of scan produced. Depending upon how each Scan workflow is configured on the server, some Job Details
are collected automatically based upon your login information. Information that is collected automatically may be
changeable. For example, your email address may be filled in automatically when sending a scan as a mail destination
in the From attribute. However, if the configuration allows it, you can change this to a different address. In some
cases, these attributes are configured to be static, in which case you cannot override them, and they may not appear
altogether. For this reason, the changeable fields presented to you at the device may differ from Scan Task to Scan
Task, and even from user to user, depending upon configuration. A list of metadata by workflow type includes:
To: The email address to route the completed scan. For this workflow, the To field typically auto-populated
with the email address associated to the logged-in user.
Cc: The email address of any other recipient to whom the user wants to send the scan.
Subject: The subject of the email when delivered. Typically, this defaults to Scan-To-Me.
Body: Any text the user wants to include in the body of the email message containing the resulting scan.
File Name: The desired name of the scanned file. This typically auto-populates with system information.
Scan To Network Folder
Network Folder: The fully qualified UNC path to the network scan folder. The resulting scan is deposited into
this location on the network.
File Name: The desired name of the scanned file. This typically auto-populates with system information.
198
Delivery Format: The desired format for the finished scan. Typically, scans are delivered in PDF format, but
this selection field allows a user to select whatever formats are offered through the device setup. Press the field
and select the desired option. Note that this list can often be scrolled to display more options than those which
fit on screen. See Delivery formats on page 199 for more information.
Note: If a field is static, you will not be able to change the information. These fields appear for your
information only.
Note: If a field has an asterisk (*) next to it, the field is required, and you must provide valid information for
the field if not prepopulated.
Note: One you have entered metadata and started the scan workflow, you must restart a new workflow to
enter different metadata. If you want to reuse the existing data, you can simply start a new scan job and the
fields prepopulate with the last-used metadata.
Important: If you want to change the Scan settings, such as paper size, dpi, or brightness, press the Change
button. This opens a new dialog box. The options for Scan Settings are governed by the abilities of the MFP
hosting the solution. Depending upon licensing and your configuration, full scan integration with AutoStore is
supported. Make the changes you want, then save and you will be returned to the scan workflow.
Delivery formats
Depending upon the scan task, the Unified Client for Ricoh SOP can deliver it in various different file formats. The
supported file formats depend upon the server scan workflow settings, the delivery formats supported by the device,
and the settings configured by the Administrator. See the Equitrac Office or Equitrac Express Administration Guide
for details. Available file formats are:
Format
Description
O
CR
PDF (Image)
MFPs Output
The PDF created by the device itself. All other formats are created through the SPE.
Searchable PDF
TIFFs
Multi-Page TIFF
JPEGs
PNGs
Searchable PDF MR Searchable PDF with additional compression. Useful for black and white documents w #
C
ith a large amount of text.
Searchable PDF/A
RTF
Native Word - 2000 to 2003 - Matches most closely with the scanned text, but is more
difficult to edit.
Word (.doc) - Flow Word 2000 to 2003 - Uses Word formatting to simplify editing, but does not match as c #
ing Page
losely to the original.
199
Format
Description
O
CR
Word (.docx) - Tr
ue Page
Word 2007 and 2010 - Matches most closely with the scanned text, but is more difficu
lt to edit.
Word (.docx) - Flo Word 2007 and 2010 - Uses Word formatting to simplify editing, but does not match a
wing Page
s closely to the original.
Excel (.xls)
Excel (.xlsx)
Searchable XPS
Text
Unicode text with no line breaks (line breaks added at the end of paragraphs, but not on #
the actual line of text).
PDF/A (image)
200
2. If not already displayed, press the search magnifying glass icon to display the keyboard.
3. Enter your search criteria. The list below reflects email addresses that match the criteria as you type.
4. When you finish entering your search criteria, or the list displays the correct result, dismiss the keyboard using the
down arrow, and then press the appropriate email in the list.
5. Select one or more addresses, and click OK to exit the Email Search feature.
6. Make a selection from the results, and touch OK. The information populates the To or Cc field.
Logging Out of Nuance Unified Client for Ricoh Smart Operation Panel
To end a user session and log out of Nuance Unified Client for Ricoh Smart Operation Panel, press the Logout button
on the top bar.
After viewing the Session summary, click OK to close it and log out of the Unified Client for Ricoh SOP. If you do
nothing, the screen will auto-dismiss after the system times out.
Note: Logging out mid-scan cancels any active scan session and then logs out. Any documents in the ADF
will continue to scan until finished. One complete, no scans are processed.
Manual Settings
Some device settings must be manually configured at the device in order for Nuance Unified Client for Ricoh Smart
Operation Panel to operate correctly. This section describes required settings.
Warning: The settings in this section can only be modified by qualified Ricoh technicians. Please contact
your Ricoh support representative for assistance.
Note: After you change settings documented here, you must reboot the device to implement the changes.
Minimum Firmware
The minimum firmware by component is listed below.
Component
M2A_System
Firmware Version
1.07.0.4
Notes
Production version will be relabeled
as 1.09
201
Component
System/Copy
Firmware Version
Notes
D1965406E.pkg
Device notes
Rarely, you may want to perform maintenance or actions to the device or software. This section provides some
general notes.
This section also provides specific system-level configuration settings.
Important: Specific Ricoh device settings vary by geographic location and setup. Please consult your Ricoh
technician for any MFP-specific settings needed for your particular deployment.
Finalize the Uninstallation
Uninstallation of Nuance Unified Client for Ricoh Smart Operation Panel is handled through DRS. Please see the
uninstallation instructions in the Device Registration Service User Guide for instructions.
When the uninstallation is complete, the Nuance Launcher icon remains on the Ricoh Smart Operation Panel Home
screen. To remove it, do the following:
1. Login to the device with administrator credentials.
2. Ensure that you are on the Ricoh Smart Operation Panel Home screen, where the Nuance Launcher icon appears.
3. Press down and hold the Nuance Launcher icon. After a few seconds, a small trash can icon displays on the
screen.
4. Still pressing down on the icon, drag it into the trash can.
Restarting the device
A restart of the device is recommended after installing or uninstalling new software. Follow these steps:
1. Locate the physical on/off switch of the device, then press until the device screen displays a dialog indicating the
device is shutting down.
You can then release the button. The shutdown process may take as long as 7 minutes.
Note: Once the screen shuts down, the devices blue LED indicator light continues to flash. The device is
not fully shut down until this light stops flashing.
2. Once the device is fully shut down, press the on/off button again. The screen indicates the startup is in progress.
Depending upon the devices setup, the main display will either show the Nuance Unified Client for Ricoh Smart
Operation Panel login screen, or if the embedded solution is not installed, the standard Ricoh Smart Operation Panel
Home screen with option icons.
Device Logging
Device logs can be collected. The client creates a debug bundle which includes detailed logs which can be used for
troubleshooting. The logs can be sourced either by inserting an SD card into the Smart Operation Panel, which will
then
1. Locate the physical on/off switch of the device, then press until the device screen displays a dialog indicating the
device is shutting down.
You can then release the button. The shutdown process may take as long as 7 minutes.
Note: Once the screen shuts down, the devices blue LED indicator light continues to flash. The device is
not fully shut down until this light stops flashing.
2. Once the device is fully shut down, press the on/off button again. The screen indicates the startup is in progress.
202
Depending upon the devices setup, the main display will either show the Nuance Unified Client for Ricoh Smart
Operation Panel login screen, or if the embedded solution is not installed, the standard Ricoh Smart Operation Panel
Home screen with option icons.
System Configuration Settings
Caution: When installing Equitrac, you must use the settings listed under Auth On. Auth Off settings
handle other configurations of the Unified Client.
Configuration Path
Auth On
Auth Off
Notes
Either
Either
On
On
Administrator Tools
Administrator Tools
Off
Off
Off
On
203
Configuration Path
Auth On
Auth Off
Notes
Stop Job
None
Custom as configured
Not Programmed
N/A
None
Custom as configured
Entire
Entire
N/A
Off
204
Configuration Path
User Tools > Screen
Features > Interface
Settings
Auth On
Auth Off
Machine Network
Machine Network
Notes
System SP Modes
Note the following SP modes must be set regardless of the device:
Application properties
A Device Registration Service application profile for the Nuance Unified Client for Ricoh Smart Operation Panel
specifies connection information for an AutoStore server and a Print Manager server. This information allows an MFP
or MFD to use capture and print management services on these servers.
These properties appear in the Device Registration Service Details pane when you add or edit a Nuance Unified
Client for Ricoh Smart Operation Panel application. You cannot change the application type for an existing
application.
Property
Description
Name
Application Type
205
Property
Description
Print Manager
None
Equitrac
Output Manager
Authentication
206
Property
Description
This option is only available when Equitrac is selected
for Print Manager.
Nuance Unified Client for Ricoh Smart Operation Panel device properties
Nuance Unified Client for Ricoh Smart Operation Panel device properties are configured in the Device Registration
Service web console. When configured for a device group, they can be propagated to any device in the group.
These parameters define the device settings. Click the edit
save
Name
Address
Username
207
Option
Description
Password
Application
Device Group
Device Type
208
Option
Description
Application Package
209
Home Key
Scan preview
EquitracAuth ON
Available
Available
AutoStoreAuth OFF
Available
Available
Available
Not Available
Output ManagerAuth ON
Available
Not Available
AutoStoreOutput ManagerAuth
ON
Available
Available
AutoStoreOutput ManagerAuth
ON
Available
Available
EquitracAutoStoreAuth ON
Available
Available
Status Message
Installed
Installed
Installed
Not installed
Installed
Error
Not Installed
Not Installed
Not Installed
Not Installed
Installed
Not Installed
Error
Error message
210
Files tab
The Files tab in the Device Registration Service web client lists available Unified Client installation packages for
devices. A package in this list may be specified in the DRS device configuration for a Unified Client.
Download the installation package in ZIP format from the Equitrac Partner Portal or from the Web Licensing
Portal. The files listed in the following table can be expanded from the ZIP file. Upload all of these files to Device
Registration Service to create the groups shown in the table.
Group
Contents
Description
Ungrouped
ScanExample.zip
RicohSOP_XXXX.zip
RicohSOP.xml
SmartScanEx_102.zip
SimpleScanEx_100_00.zip
Client Installed
AS only
Auth OFF
ON
AS only
Auth OFF
OFF
211
Equitrac only
Nuance Application
Client Package
EQ only
Auth ON
Equitrac SSL
N/A - Always uses SSL
Client Package
OM only
Auth OFF
OFF
OM only
Auth OFF
ON
OM only
Auth ON
OFF
OM only
Auth ON
ON
Client Installed
AutoStoreEquitrac
Auth ON
OFF
AutoStoreEquitrac
Auth ON
ON
Client Installed
AutoStore SSL
AS-OM
Auth OFF
OFF
OFF
AS-OM
Auth OFF
OFF
ON
AS-OM
Auth OFF
ON
OFF
AS-OM
Auth OFF
ON
ON
AS-OM
Auth ON
OFF
OFF
AS-OM
Auth ON
OFF
ON
AS-OM
Auth ON
ON
OFF
AS-OM
Auth ON
ON
ON
Nuance Unified Client for Ricoh Smart Operation Panel actions reference
Actions that can be performed from the Device Registration Service for a Nuance Unified Client for Ricoh Smart
Operation Panel device. An action can be performed on a single device or on all devices in a group.
To perform an action, first select a device on the Device tab in the Device Registration Service web console. Then, in
the box at the top of the Details pane, click an available action to perform on the device and click the run button .
To perform an action on all devices in a group, first select the group folder on the Device tab, and then run the action.
212
Action
Description
Uninstall
Reboot
213
Action
Description
10.56.59.35_20160805204754.propertie
s
Each file first lists the day, month, date, local time, time
zone and year followed by one property setting and value
per line in the following format:
#
#Fri Aug 05 16:48:39 EDT 2016
adminAuthKey.file.tools=false
adminAuthKey.network.file=false
adminAuthKey.machine.general=false
adminAuthKey.file=false
userAuthDocumentServer=1
...
The actual settings and values listed in the file depend on
the device.
Nuance Unified Client for Ricoh Smart Operation Panel Return codes
Nuance Unified Client for Ricoh Smart Operation Panel return codes appear for device actions that you perform
through Device Registration Service.
The following return codes may appear for Nuance Unified Client for Ricoh Smart Operation Panel history items in
the Action History panel in the Device Registration Service Web Client.
Return Code
Description
100
500
General error
501
502
Authentication failed
214
Return Code
Description
Device unreachable
503
Installed
Installed
Installed
Not Installed
Installed
Error
Not Installed
Not Installed
Not Installed
Not Installed
Installed
Not Installed
Error
Error message
Cause
Device configuration may not be
implemented yet for a particular
MFP.
Solution
You can enable the Home key
manually on an MFP using the
following procedure:
215
Issue
Cause
Solution
deviceconfig_tracking_off.properties
default_deviceconfig.properties
deviceconfig_to_auth_on_preinstall.p
roperties
deviceconfig_auth_on.properties
deviceconfig_home_key_on.properties
Uninstall
deviceconfig_tracking_off.properties
default_deviceconfig.properties
deviceconfig_tracking_off.properties
default_deviceconfig.properties
deviceconfig_to_auth_on_preinstall.p
roperties
deviceconfig_auth_on.properties
Uninstall
deviceconfig_tracking_off.properties
default_deviceconfig.properties
216
217
3. For Machine Action When Limit is Reached, press Allow Continue Use to not stop jobs when a limit is
reached.
218
On the Home screen, go to Printer (scroll screen) and press the Printer icon.
Enter SOP Service Mode mode to complete the succeeding steps.
Press System Sp (press 0 to change bit from 0 to 1, then # to save).
Press SP Direct.
219
8. Navigate to User Tools > Machine Features > System Settings > Administrator Tools > Administrator
Authentication Management, and on the User Management tab, set Admin. Authentication to On.
9. Navigate to User Tools > Machine Features > System Settings > Administrator Tools > User Authentication
Management Setting, and on the Custom Auth. tab, enable LDAP authentication.
220
The label LDAP authentication in step 8 will be changed to Custom authentication after the machine is
rebooted.
10. Configure the LDAP server, as described in How to set up the LDAP server on page 150.
11. Enable Machine action when limit is reached in System Settings (Administration tools).
Set this to Stop Job or Finish Job and Limit.
12. Set Auto Delete User in Address Book to On in System Settings (Administration tools).
13. Enable the network by setting User tools > Login > Exit > Screen Features > Interface Settings > Set to
Machine Network.
221
Note: The authentication logic customization feature becomes valid when the following condition is
satisfied.
14. Log in as machine admin and navigate to User Tools > System Settings > Administrator Tools > Enhanced
Print Volume Use Limitation.
222
223
Description
See
Add an application
Nuance Unified Client for Samsung
application properties on page 224
Add a device
Import a device
Nuance Unified Client for Samsung
device properties on page 225
Requirements
The table in this topic details system requirements for the Nuance Unified Client for Samsung.
Requirement
Description
AutoStore
Supported devices
Reference
...
224
Property
Description
Name
Application Type
Application Timeout
Name
Address
225
Option
Description
Username
Password
Application
Device Group
Enable Scan
Description
Update Settings
Install Application
Uninstall Application
226
Return codes
The following table describes the return codes that can appear in the Device Registration Service Action History
pane for a Nuance Unified Client for Samsung device or device group.
Return Code
Description
101
102
104
105
301
Device is offline.
302
Device is online.
303
304
305
500
501
502
503
504
505
506
507
227
Return Code
Description
508
509
510
511
512
513
515
517
518
519
Troubleshooting
Verify that the AutoStore and Output Manager servers are started.
Verify that the port specified in the application settings for a device in the Device Registration Service matches the
port specified in AutoStore or Output Manager:
228
Nuance Unified Client for Samsung application properties on page 224 provides more information on
application settings.
Verify that the Use SSL for Web Application setting specified in the application settings for the device in the
Device Registration Service matches the Use SSL setting in AutoStore or Output Manager:
If you are using AutoStore or both AutoStore and Output Manager, confirm the Web Application Port value
in the application settings matches the AutoStore component port setting
If you are only using Output Manager, confirm the Web Application Port value in the application settings
matches the Server Port value on the Clients tab in the Output Manager Administration application.
If you are using AutoStore or both AutoStore and Output Manager, confirm the Use SSL for Web
Application setting in the application settings matches the Use SSL setting for the AutoStore component.
If you are only using Output Manager, confirm the Use SSL for Web Application setting in the application
settings matches Use SSL on the Clients tab in the Administration module of Output Manager.
Nuance Unified Client for Samsung application properties on page 224 provides more information on
application settings.
Test the Authority Application by creating a dummy device without registering it on an actual device in Device
Registration Service and then typing the following address in a web browser:
http://server_IP_address:3348/Authority
This assumes that Device Registration Service uses default web application port 3348 and the Use SSL value is
False.
Test the OpenAPI Authority by typing the following address in a web browser:
http://server_IP_address:13353
This assumes the OpenAPI authentication uses default port 13353 and the Use SSL value is set to False.
Restart the device and the AutoStore or Output Manager service.
Verify that there is no firewall software or hardware blocking the specified port and that IP routing has been set up
to enable communication on this port.
Verify that the AutoStore and Output Manager servers are started.
Verify that the port specified in the application settings for a device in the Device Registration Service matches the
port specified in AutoStore or Output Manager:
If you are using AutoStore or both AutoStore and Output Manager, confirm the port used by the device in
Device Registration Service matches the Web Server Port setting in the Preferences for the Samsung XOA
component in AutoStore Process Designer.
If you are only using Output Manager, confirm the Web Server Port setting in the application settings
matches the Server Port setting on the Clients tab in the Output Manager Administration application.
Nuance Unified Client for Samsung application properties on page 224 provides more information on
application settings.
Verify that the Use SSL for Web Application setting specified in the application settings for the device in the
Device Registration Service matches the Use SSL setting in AutoStore or Output Manager:
If you are using AutoStore or both AutoStore and Output Manager, confirm the Use SSL for Web
Application setting in the application settings matches the Use SSL setting for the AutoStore component.
If you are only using Output Manager, confirm the Use SSL for Web Application setting in the application
settings matches Use SSL on the Clients tab in the Output Manager Administration application.
229
Nuance Unified Client for Samsung application properties on page 224 provides more information on
application settings.
Test the Authority Application by creating a dummy device without registering it on an actual device in Device
Registration Service and then typing the following address in a web browser:
http://server_IP_address:3348/Authority
This assumes the Device Registration Service uses default web application port 3348 and the Use SSL setting is
False.
Test the OpenAPI application by typing the following address in a web browser:
http://server_IP_address:13351
This assumes the OpenAPI application port uses default port 13351 and the Use SSL setting is False.
Restart the device and the AutoStore or Output Manager service.
Verify that there is no firewall software or hardware blocking the specified port and that IP routing has been set up
to enable communication on this port.
Problem description
Cause
Solution
Unified client registration error messages
Code
Message
Comments
502
503
230
Code
Message
Comments
504
505
506
507
508
509
511
512
518
519
231
Code
Message
Comments
the Application tab of Device
Registration Service.
Message
Comments
502
503
504
506
509
Message
Comments
232
Code
Message
Comments
503
504
506
513
233
234
Web client
The web client for the Nuance Unified Client for Xerox is a web site hosted by the web server embedded in either
the AutoStore or Output Manager server. The ANT Galio browser navigates to this web site based on the URL
that was provided during registration. The embedded web server uses the configuration settings to show and order
pages. Business requirements determine if your environment uses AutoStore or Output Manager. The client provides
language interfaces for Danish, Dutch, English, Finnish, French, German, Italian, Norwegian, Portuguese (Brazilian),
Spanish (Latin American), and Swedish.
Web client
The web client for the Nuance Unified Client for Xerox is a web site hosted by the web server embedded in either
the AutoStore or Output Manager server. The ANT Galio browser navigates to this web site based on the URL that
235
was provided during registration. The embedded web server uses the configuration settings to show and order pages.
Possible scenarios include configurations where either AutoStore or Output Manager is present.
Description
See
Add an application
Nuance Unified Client for Xerox
application properties on page 240
Add a device
Import a device
Nuance Unified Client for Xerox device
properties on page 242
Requirements
The following table describes system requirements for the Nuance Unified Client for Xerox.
Requirement
Description
AutoStore
Equitrac
236
Requirement
Description
Output Manager
Supported devices
237
238
3. Remove the XML comment tags from the Net.TCP section, which are the <endpoint address="net.tcp:
//DBMSERVER ... /> endpoints, usually the last ones in <client> element.
Tip: Add --> to the end of the comment line (which starts with that starts with <!-- ) before the first e
ndpoint in the section, and remove --> from the end of the section.
This specifies Net.TCP connections to Nuance Output Manager, so now there are three ways to connect: HTTP
(default), HTTPS, and Net.TCP.
4. Save the web.config file.
5. Change the URI setting for the Device Registration Service to https://IP_address:8070, where the IP_ad
dress is the IP address for the Nuance Output Manager server, and 8070 is the Net.TCP port on the server.
To do this, change the URI section on the Applications tab of the Device Registration Service web client.
For example, if the default setting is http://10.16.37.56:8068 (where 10.16.37.56 is the IP address
of the Nuance Output Manager server and 8068 is the port used for HTTP), then for Net.TCP change it to net.t
cp://10.16.37.56:8070 to specify the port for Net.TCP.
Configuring authentication
The Nuance Unified Client for Xeroxcan provide a Convenience Authentication (CA) service for Xerox MFDs. This
is implemented as a web service hosted by the EWS. It allows for card reader and touch screen authentication. The
credentials obtained are available to the Xerox Unified Client and other applications running on the device. On MFDs
that support the Xerox Job Limits API, functional access control can also be enforced. This is where a user can be
restricted from using features or functions of the MFD.
Configuring card reader authentication
The Nuance Unified Client for Xerox component supports card reader authentication.
If the MFD supports card readers, you can configure card reader authentication for the Nuance Unified Client for
Xerox. The primary reader types are proximity card readers and magnetic stripe card readers. Contact Xerox Support
to determine which card readers are compatible with the MFD and if firmware upgrades are required.
You configure card reader authentication through the Administration application in the Output Manager Console.
Select Set General Preferences and select the Security tab. Select Allow card swipe to enable the feature. Click
Help on the Security tab for more information.
Two-phase authentication requires a personal identification number (PIN) after a card swipe. Enable two-phase
authentication by selecting Require PIN with card swipe on the Security tab in the Output Manager Console.
Proximity card readers require the user to pass a proximity card to initiate the authentication process. The event is
communicated to the authentication service on the embedded web server along with the card ID. If a match is found,
the authentication service grants access and provides information about the user such as user name and email address.
If a match is not found, the user is given the opportunity to provide additional authentication data to enable a new
proximity card for future use.
Magnetic stripe cards typically contain more information than a proximity card. They store data in different formats.
The Nuance Unified Client for Xerox includes a financial card parser that allows Output Manager to identify the user
or give the user the option to register the card.
Configuring single-phase authentication
Configuring two-phase authentication
Proximity Card Readers
Magnetic Strip Card Readers
239
Press Alternate Login to continue the process manually. Depending on the Output Manager settings, the MFD might
prompt the user to log in with a card ID and PIN, or with a user name and password.
Configuration Reference
Nuance Unified Client for Xerox application properties
Nuance Unified Client for Xerox device or device group parameters in the Device Registration Service device profile.
These are configured in the Device Registration Service web console.
The items entered below are applied by clicking the Save application
button.
The following options are configurable for a Nuance Unified Client for Xerox application.
Option
Description
Name
240
Option
Description
Application Type
Print Manager
Output Manager
The URI for the Print Manager server. the default has the
following format: http://<LOCAL IP ADDRESS>:
8068.
You can specify HTTP, Net.TCP, or HTTPS protocols.
Output Manager settings should be configured to support
the selected protocol.
Important: An entry must be made when using
Output Manager or both AutoStore and Output
Manager.
241
Using
Do this
AutoStore only
Option
Description
AutoStore and Outpu
t Manager
Application Timeout
The following options are configurable for a Nuance Unified Client for Xerox device or device group for Xerox EIP.
Option
Description
Name
Address
Username
Password
Application
242
Option
Description
Device Group
Application Name
Enable Scan
Default Functionality
Output Manager
AutoStore
Import properties
Properties that can be included in a CSV import file for a Xerox device.
Header information
The first row in the CSV file is the header row that contains header values for device information. Header values
appear in the following order: Name, IP, ApplicationProfile, DeviceType, DeviceGroup, Pro
perties, InheritPropertyFromGroup, SerialNumber, Username, Password. The subsequent
rows list the corresponding values for each device separated by commas. Use the same header row when importing
devices for all unified or combined client types.
243
The first row must always contain the header row, because Device Registration Service uses the headers to identify
imported values. In subsequent rows, you can omit values other than those that correspond to Name, IP, and Appli
cationProfile. If you omit a value, make sure to insert the comma delimiter that corresponds to the value.
Nuance Unified Client for Xerox import properties
When you select a property, the property name should not include a space in the property name. For example, Default
Functionality should be DefaultFunctionality.
Note: The properties marked with a * are required.
Property
Description
ApplicationName (*)
EnablePrintRelease (*)
EnableTrace (*)
SNMPGET (*)
SNMPSET (*)
Xero
x,
IP,
Applic
ationP
rofile,
Devic
eType,
Device
Group
1.20
1.8.1
2,
Xerox
Prof
ile,
Xerox
EIP,
Prope
rties,
Applica
tionNam
e=Notab
le Solu
tions U
nified
Client~
EnableP
rintRel
ease=fa
lse~Des
tinatio
nSpecif
244
Inherit
Proper
tyFrom
Group,
SerialN
umber,
Usern
ame,
True,
Pass
word
12345
678
Name,
IP,
Applic
ationP
rofile,
Devic
eType,
Device
Group
Prope
rties,
Inherit
Proper
tyFrom
Group,
SerialN
umber,
Usern
ame,
True,
Pass
word
icPrint
=false,
Xero
x,
1.20
1.8.1
4,
Xerox
Prof
ile,
Xerox
EIP,
Xero
xGrou
p,
Applica
tionNam
e=Notab
le Solu
tions U
nified
Client~
EnableP
rintRel
ease=fa
lse~Des
tinatio
nSpecif
icPrint
=false,
12345
678
Description
Register Authentication
Register Accounting
Unregister Authentication
Unregister Accounting
Restart
245
Return codes
Xerox EIP return codes displayed for actions that are performed in the Device Registration Service.
Return Code
Description
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
500
Unsupported action.
501
246
Return Code
Description
502
503
504
505
506
507
508
509
510
511
512
247
Print jobs
248
Delete jobs
View printed jobs
View job properties
This page shows properties for a selected print job.
Access the page by selecting print jobs on the Secure Print page and pressing View Printed Jobs. Press Done to
return to the print jobs list.
Command buttons
Button
Name
Description
Scan image
Logout
249
Button
Name
Exit
Description
Closes the Nuance Unified Client for
Xerox application.
Print documents
Delete documents
View or configure job settings
Use this page to adjust print preferences for selected documents.
Access the page by selecting print jobs on the Secure Print page and pressing Settings. Press Done to save changes
and return to the print jobs list. Press Cancel to discard changes and return to the print jobs list.
Command buttons
Button
Name
Scan image
Description
Switches to the AutoStore capture
component. Output Manager passes
the login credentials for the current
user to AutoStore. Depending on
AutoStore settings, AutoStore
accepts or rejects the credentials.
250
Button
Name
Description
Logout
Exit
Application navigation
The web client for the Xerox Unified Client is a web site hosted by the web server embedded in either the AutoStore
or Output Manager server. The ANT Galio browser navigates to this web site based on the URL that was provided
during registration. The embedded web server uses the configuration settings to show and order pages. Possible
scenarios include configurations where either AutoStore or Output Manager is present.
251
252
Commands
Button
Description
Print All
Delete
Settings
253
Command buttons
Button
Name
Description
Scan image
Logout
Exit
Properties page
This page shows properties for a selected print job.
Access the page by selecting print jobs on the Secure Print page and pressing View Printed Jobs. Press Done to
return to the print jobs list.
254
Command buttons
Button
Name
Description
Scan image
Logout
Exit
Settings page
Use this page to adjust print preferences for selected documents.
Access the page by selecting print jobs on the Secure Print page and pressing Settings. Press Done to save changes
and return to the print jobs list. Press Cancel to discard changes and return to the print jobs list.
255
Command buttons
Button
Name
Description
Scan image
Logout
Exit
256