Scan To Folder White Paper - Ricoh USA

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Scan to Folder White PaperRicoh Americas CorporationJune 2007Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White PaperTABLE OF CONTENTS11.1INTRODUCTION.4Target Audience .42MODEL CROSS REFERENCE .43SCAN TO FOLDER PC PREPARATION.63.1Windows 2000 PC Preparation.63.2Windows XP PC Preparation.94PC NETWORK SETTINGS.105MFP CONFIGURATION AT THE OPERATION PANEL . 115.1Enabling the SMB Protocol. 115.2User Address Configuration.126SCAN TO FOLDER CONFIGURATION VIA WEB IMAGE MONITOR .156.1Web Image Monitor Administrator Login Process.156.2WIM Protocol Settings .176.3WIM Address Book Configuration.197ADDRESS BOOK CONFIGURATION VIA SMARTDEVICEMONITOR.217.1Searching Network Segments .217.2Address Book Configuration .228SCAN TO FOLDER OPERATION .258.1Scan to Folder Function for Non-registered Users .258.2Additional Scan Settings.289TROUBLESHOOTING.329.1PC-level Troubleshooting.329.2MFP-level Troubleshooting .339.3Signs of Scan to Folder Failure .33Page 2 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper9.4Checking PC Settings.349.5MFP Network Browsing Capability Test .379.6Scan to Folder Problems in a Windows 2003 Server Environment .3810 SCAN TO FOLDER IN A MAC ENVIRONMENT.4011 SUMMARY.40Page 3 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper1IntroductionRicoh Corporation developed Scan to Folder so customers can scan documents to shared folders,which several other users can access. It creates an efficient means of scanned document storage,access, and distribution without requiring additional hardware or software.1.1Target AudienceThe target audience for this White Paper is: 2IT Administrators.All end-users - The information contained in the document can be distributed to end-usersas long as the restrictions outlined on the cover page are followed.The support and marketing staff of Ricoh Sales companies, including Ricoh family groupcompanies and their subsidiaries.Technical support personnel (CEs) of dealers.Model Cross ReferenceThe tables below covers all models referenced in this document.Product CodeRicoh CorpModel NameSavin (USA)Model NameGestetnerModel NameLanierModel NameB051Aficio 1224CC2408DSc224LD024CB052Aficio 1232CC3210DSc232LD032CB064Aficio 106025606002LD060B065Aficio 107525757502LD075B070Aficio 209040909002LD090B071Aficio 2105410510512LD0105B079Aficio 203540353532LD035B082Aficio 204540454532LD045B089Aficio 20224022DSm622LD122B093Aficio 20274027DSm627LD127B121Aficio 20154015DSM615LD115B122Aficio 20184018DSM618LD118B123Aficio 2018D4018DDSM618dLD118DB129Aficio 15153515DSm415LD015B130Aficio 1515MF3515MFDSm415pfLD015spfB132Aficio 3260cC6045DSc460LD160cB135Aficio 2035e4035eDSm635LD135B138Aficio 2045e4045EDSm645LD145B140Aficio 20604060DSm660LD160B141Aficio 20754075DSm675LD175B142Aficio 2060SP4060spDSm660spLD160 SPB143Aficio 2075SP4075spDSm675spLD175 SPB147Aficio 2232cC3224DSc332LD232cB149Aficio 2238cC3828DSc338LD238cB156Aficio 3224cC2410DSC424LD124CB163Aficio 20514051DSm651LD151Page 4 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White PaperProduct CodeRicoh CorpModel NameSavin (USA)Model NameGestetnerModel NameLanierModel NameB168Aficio 1515F3515FDSm415fLD015fB169Aficio 2013PSDSm415pLD015spB178Aficio 3235CC3528DSc435LD335cB180Aficio 3245CC4535DSc445LD345cB182Aficio 2035eSP4035EspDSm635spLD135B183Aficio 2045eSP4045EspDSm645spLD145B188Aficio 480W4800WDA080LW411B190Aficio 2228cC2820DSc328LD228cB200Aficio 5560SDC555CS555LC155B202Aficio 3228CC2824DSC428LD328cB205Aficio 3025 SP/SPF/SPi/P8025 SP/SPF/Spi/GDSm725 SP/SPF/Spi/GLD225/SPB209Aficio 3030 SP/SPF/SPi/P8030 SP/SPF/Spi/GDSm730 SP/SPF/Spi/GLD230B222MP C3500C3535DSc535LD435cB224MP C4500C4540DSc545LD445cB228Aficio 2051SP4051spDSm651spLD151 SPB229Aficio 615cSGC 1506GS 106LD215cgB230Aficio MP C2500C2525DSc525LD425cB234Aficio MP90008090DSm790LD190B235Aficio MP11008110DSm7110LD1110B236Aficio MP13508135DSm7135LD1135B237Aficio MP C3000C3030DSc530LD430cB245Aficio MP 1500-DSm715LD315B246Aficio MP 55008055DSm755LD255B248Aficio MP 65008065DSm765LD265B249Aficio MP 75008075DSm775LD275B250Aficio MP 5500 SP8055 SPDSm755 SPLD255 SPB252Aficio MP 6500 SP8065 SPDSm765 SPLD265 SPB253Aficio MP 7500 SP8075 SPDSm775 SPLD275 SPB259Aficio 20168016DSm616LD116B260Aficio 20208020DSm620LD120B261Aficio 2020D8020dDSm620dLD120dB262 / B292Aficio MP 161816DSm416LD016B264Aficio 3035 SP/SPF/Spi/G8035 SP/SPF/Spi/GDSm735 SP/SPF/Spi/GLD235B265Aficio 3045 SP/SPF/Spi/G8045 SP/SPF/Spi/GDSm745 SP/SPF/Spi/GLD245B276Aficio MP 16009016DSm716LD316B277Aficio MP 20009021dDSm721dLD320B284Aficio MP 161F816fDSm416fLD016fB288Aficio MP 161SPF816mfDSm416pfLD016SPFB291Aficio MP 3500G8035egDSm735eg-B295Aficio 4500G8045egDSm745eg-B296Aficio MP 35008035eDSm735eLD335B297Aficio MP 45008045eDSm 745eLD345D007Aficio MP 25108025eDSm725eLD325D008Aficio MP 30108030eDSm730eLD330Page 5 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper3Scan to Folder PC PreparationUse of the Scan to Folder function requires the creation of a destination folder on a PC. Thissection covers the creation, sharing, and user access setup of this folder on the Windows 2000 andXP operating systems.NOTES Do not create the folder on the desktop. In a domain, it may not be possible toscan to a desktop folder even with proper share settings in place. For Windows 2000 and XP, users will need login name and passwordinformation Multiple folders can be created, if required.3.1Windows 2000 PC PreparationThis section details the steps used to configure a computer for use with Scan to Folder. A sharedfolder has to be set up, along with user accounts and access.3.1.1 Adding New Users1. On the Windows Desktop, right-click on the My Computer icon.2. From the right-click menu, select Manage to open the Computer Management screen.3. Under the Local Users andGroups section, selectUsers.4. In the right window, rightclick and select New User.5. In the proper fields, enter the User Name, Password,and Confirm Password for the new user.6. Check each of the option boxes as needed. For Scan to Folder, the User cannot changepassword and Password never expires arehelpful.NOTESIf the user name and/or password changes, access to thefolder from the MFP will fail. If this happens, the user must to reset the passwordon the MFP to reflect the change made on their PC.Page 6 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper3.1.2 Creating a New FolderThis sections details the creation of a new folder for use when by the Scan to Folder function.1. Open the directory/driver in which the folder will reside. Do not create the folder on the desktop. In a domain, it may not be possible to scan to adesktop folder even with proper share settings in place.2. Right-click in the desired root folder,and select New Æ Folder to create anew folder.3. Enter the new folder’s name.4. Right-click on the new folder, and selectSharing.5. This will open the folder optionsmenu.6. Click on the Sharing tab to access thefolder’s sharing settings.7. Select Share this folder.8. Click the Permissions button to set upuser rights and access.Page 7 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper9. On the Permissions pop-up, verify that the Grouplabeled Everyone is present.10. Check to ensure that the group has both Changeand Read permissions enabled.3.1.3 Private User/Group Folder CreationTo specify access to the shared folder, a private user or group can be created allowing only certainusers to access the folder.1. On the permissions pop-up, selectEveryone (see screenshot above).2. Click Remove to delete Everyone from thepermissions list.3. Click the Add button to add a newuser/group.4. From the User/Group selection screen,click on the User/Group to add.5. Click Add to add the User/Group to thelist.6. In the lower box of the User/Groupscreen, the added user/group will appear(at left).7. Once all of the desired users/groups havebeen added, click OK to save the changesand return to the permissions screen.Page 8 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper8. On the user/group permission screen,select the new user.9. Check the Change box to grant editingpermissions in the shared folder. Read only is the default setting.10. Click OK to save changes and exit.3.2Windows XP PC PreparationThe process for creating a folder and adding users in Windows XP is the same as Windows 2000.The only difference is the check boxes to enable from the folder-sharing tab.1. Right-click on the shared folder.2. From the right-click menu, select Sharing and Security.3. Check the boxes labeled Share thisfolder on the network and Allownetwork users to change myfiles.4. Click Apply and then OK to savethe settings.IMPORTANTUsers MUST be allowed to changethe files.Page 9 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper4PC Network SettingsIn order to for Scan to Folder to function correctly, some Network Settings must be added orchanged. This section details these settings and the process used to add/alter them.1. There are two ways to access the Network settings. They are:A. From the Windows desktop, right-click on the My Network Places icon and selectProperties.B. From the Windows start menu, follow this click path: Start Æ Settings Æ Control PanelÆ Network and Dial-up Connections (2000) or Network Connections (XP).o From the Connections screen, right-click on the appropriate networkconnection, and select Properties.2. From the Connection’s Properties screen, highlight Internet Protocol (TCP/IP).3. Click the Properties button to access the TCP/IP settings (see figure below at left).4. On the bottom right of the Propertiespop-up, click the Advanced button.5. From the Advanced TCP/IP settingsmenu, select the WINS tab.6. Check the following settings based on theNetwork setup:1. Enable NetBIOS over TCP/IP2. If DHCP is in use, enable UseNetBIOS setting from the DHCPserver.7. Click OK to save the settings.Page 10 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper5MFP Configuration at the Operation PanelIn addition to creation and configuring of the shared folder at the PC, the MFP must be configuredin order to use the Scan to Folder function. This section covers the configuration performed at theMFP operation panel.5.1Enabling the SMB ProtocolSince Scan to Folder uses the SMB protocol to function, it must be enabled at the MFP.1. Access the Network Protocol settings byfollowing this click path at the MFP: User ToolsÆ System Settings Æ Interface Settings ÆEffective Protocol.2. Next to SMB, highlight Effective to enableSMB. Scan to Folder will not work if SMB isdisabled.5.1.1 SMB Workgroup NameThe SMB Workgroup name must match at least one of the workgroups on the network in order tobrowse the network for a shared folder. To view/edit the SMB workgroup, follow this path from theoperation panel: System Settings Æ Interface Settings Æ Page 2 Æ SMB Computer Name Æ SMBWorkgroup (see below).Page 11 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper5.2User Address ConfigurationUsers must have the shared folder information added to their account in order to use Scan to Folder.This section details the process for adding the folder information to a user’s account.1. Start by following this click path at the MFP: User Tools Æ System Settings ÆAdministrator Tools (or Key Operator Tools) Æ Address Book Management.2. From the Address Book Management screen, select either New Program orselect a user to edit from the address list.3. From the Program/Change Address screen, select the Folder tab to addthe shared folder’s address information.4. From the Folder screen, press SMB to select itas the protocol in use for the shared folder.5. Next to the Path field, press Browse Networkto search for the shared folder on the Network.NOTES Entering the direct path to the shared folder in the Path field is also possible.However, ALL of the information (computer name, PC IP address, etc.) must beexact or the connection will fail. If Browse fails, use IP address (or Computer Name) and select Browse.Page 12 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper6. From the Browse Network page, select thegroup and workstation to access the folder. In the example at left, the group isWORKGROUP, and the Workstation isMPC4500.7. Press the workstation to select it, andaccess the shared folder.8. A message will appear stating “Cannotlog in with the entered password.”9. Click Exit to close the message.10. A login screen will open. In the loginscreen enter the user name andpassword added in section 3.1 (page 6).11. If the login is successful, a message will open stating “Connection with PC has succeeded.”12. Navigate through the folders to find the Shared Folder (named Scans in this example).Page 13 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper13. Press the folder to select it, and press OK to return to the main folder tab.14. The address of the shared folder (Scans) now appears in the path field of the User’s folder tab.The shared folder connection is now complete.NOTEIf the shared folder path was input manually, press Connection Test tocheck that the folder address is valid and accessible by the MFP.Page 14 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper6Scan to Folder Configuration via Web Image MonitorThe address book settings made at the operation panel in section 5 can also be set up in Web ImageMonitor (WIM). This section details the steps used to configure the Scan to Folder address settingsvia WIM.6.1Web Image Monitor Administrator Login ProcessIn order to access, and change, the necessary settings, it is necessary to login to WIM as anAdministrator. The Administrator login process is outlined below.1. Enter the IP address in the address field using the following form: http://printer host name orIP address (e.g. http://172.16.121.40) and click on Go or press Enter. This opens the pageshown in Figure 6.1 below.2. In the upper right-hand corner, click Login, which opens a login page (Figure 6.2).Figure 6.1: Web Image Monitor Main ScreenPage 15 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White PaperFigure 6.2: Web Image Monitor Login Page3. Access to Administrator mode requires a password. Login to enter Administrator mode.4. If the login was successful, the word Administrator in the upper right-hand corner. SeeFigure 6.3.NOTEThe login process may differ slightlydepending on the machine in use.Figure 6.3: Administrator Main ScreenNOTE – Non-Secure DevicesFor non-secure devices, access WIM and click the Administrator button in the upperright corner of the page. At the login screen, leave the user name blank and enterpassword in the password field.Page 16 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper6.2WIM Protocol SettingsAfter logging in as an Administrator, all of the necessary settings can be changed from WIM. Thissection details each of the settings needed to use Scan to Folder.6.2.1 Enabling the SMB ProtocolIn order to use Scan to Folder, the SMB protocol must be enabled.1. From the left-hand toolbar, select Configuration.2. Under the Network heading, select SMB.3. Next to SMB, click the Enable radio button.4. Under the General Settings tab, enter the Workgroup Name used on the Network.5. Click OK to save the settings and return to the Configuration page.6.2.2 Default User Name for SMB and FTP1. To set the default user name and password forSMB and or FTP (if using Scan to FTP), selectFile Transfer from the Configuration screen.2. Enter the user name and password (by clickingthe change button).3. Click OK to save the changes and exit.Page 17 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper6.2.3 SNMP ConfigurationThe SNMP protocol can be enabled and configured via WIM.1. From the Configuration page (or toolbar – depending on the version of WIM in use), click onSNMP (under the Network heading).2. Next to the field labeled SNMP, ensure that the Enable radio button is selected.3. Under the protocol heading, the enabled protocol should be either TCP/IP or IPv4 (dependingon the version of WIM in use).SNMP Community SettingsUnder the Community heading, there should be two default Communities listed:public and admin. Do not change these default community settings, unless necessaryto meet network security settings.Page 18 of 40Copyright 2007 – Ricoh Americas Corporation

Scan to Folder White Paper6.3WIM Address Book ConfigurationUsing Web Image Monitor, user data can be added, deleted, and/or modified to ensure it is up todate. It also provides a faster, more efficient manner in which to update the address book than dataentry from the MFP Operation Panel. This section outlines the steps to modify the MFP addressbook.1. Login to Web Image Monitor as an Administrator (see section 6.1 – page 15).2. From the left-hand toolbar, select Address Book.3. The Address Book main screen will open. It displays the existing user list, including theRegistration number, E-mail address, Name of each user (Figure 6.4).4. From the Address Book main screen, click Change to edit an existing user or Add User tocreate a new user account.Figure 6.4: Address Book Main Screen1. From the main address list, click AddUser to add a new user. OR click radiobutton next to the name of the desireduser and click Change.Page 19 of 40Copyright 2007 – Ri

The support and marketing staff of Ricoh Sales companies, including Ricoh family group . B264 Aficio 3035 SP/SPF/Spi/G 8035 SP/SPF/Spi/G DSm735 SP/SPF/Spi/G LD235 B265 Aficio 3045 SP/SPF/Spi/G 8045 SP/SPF/Spi/G DSm745 SP/SPF/Spi/G LD245 B276 Aficio MP 1600 9016 DSm716 LD316 B277 Aficio MP 2000 9021d DSm721d LD320 .

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