Equitrac Embedded For Ricoh PCC 5

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Document Imaging SolutionsEN-PCC5-1.0-SG-20170418Equitrac Embedded forRicoh PCC 5Setup GuideVersion 1.0

Nuance EquitracEN-PCC5-1.0-SG-20170418Nuance Equitrac Embeddedfor Ricoh PCC 5Document Revision DateRevision List04/18/2017Initial publicationSymbols Used In This GuideThe accompanying text provides crossreference links, tips, or general information thatcan add to your understanding of a topic.The accompanying text provides keyinformation about a step or action that mightproduce unexpected results if not followedprecisely.Read the acocompanying text carefully. Thistext can help you avoid making errors thatmight negatively affect program behavior.2017 Nuance Communications, Inc. All rights reservedAll rights to this document, domestic and international, are reserved by Nuance Communications, Inc.No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any formor by any means (electronic, mechanical, photocopying, recording, or otherwise) without prior writtenpermission of Nuance Communications, Inc.2

Nuance EquitracEN-PCC5-1.0-SG-20170418TrademarksNuance, AutoStore, and Equitrac are registered trademarks of Nuance Communications, Inc. All otherbrands and their products are trademarks or registered trademarks of their respective holders, andshould be noted as such.3

Nuance EquitracEN-PCC5-1.0-SG-20170418ContentsEquitrac Embedded for Ricoh PCC 5 Guide.6Overview of the Equitrac Embedded for Ricoh PCC 5. 6Requirements.7How to configure the SSL/TLS certificates. 8Checklist: Equitrac Embedded for Ricoh PCC 5 implementation.11Quick Start.13Quick Setup Process.13Configuring Equitrac Embedded for Ricoh PCC 5.17Configure Equitrac.17Equitrac Embedded for Ricoh PCC 5 Features.17Installation and Configuration.19Server Side Configuration. 21Configure AutoStore. 42Using Equitrac Embedded for Ricoh PCC 5. 43Elements of Equitrac Embedded for Ricoh PCC 5 User Interface. 43Typical User Workflows. 45Logging Into Equitrac Embedded for Ricoh PCC 5. 46Entering Billing Codes.47Using Follow-You Printing. 48Scanning. 49Prepare to scan. 50Using LDAP Email Search. 53Equitrac Embedded for Ricoh PCC 5 Reference.54Application properties. 54Equitrac Embedded for Ricoh PCC 5 device properties. 56Ricoh SOP Device Registration Device Status.60Files tab. 60Application types.61Equitrac Embedded for Ricoh PCC 5 actions reference. 62Equitrac Embedded for Ricoh PCC 5 Return codes. 65Action Status Codes.65How to add a new Device profile. 66How to import Device information.66Troubleshooting the Equitrac Embedded for Ricoh PCC 5. 684

Nuance EquitracEN-PCC5-1.0-SG-20170418How to enable Home Key settings. 69How to configure SP Mode settings. 70Paper type setup. 74System Configuration Settings.75Restarting the device. 77Supporting a Mixed Fleet Environment. 775

Nuance EquitracEN-PCC5-1.0-SG-20170418Equitrac Embedded for RicohPCC 5 GuideOverview of the Equitrac Embedded for Ricoh PCC 5The Equitrac Embedded for Ricoh PCC 5 provides a unified client for capture and print managerfunctionality on Ricoh SOP multifunction printers (MFPs). Your business requirements determinecapture and print manager requirements for your environment. Embedded on the MFP, EquitracEmbedded for Ricoh PCC 5 controls access to the MFP, and acts as the gateway for Nuancefunctionality. Users must authenticate to gain access to Nuance-controlled device functions.Use Device Registration Service to deploy embedded client on Ricoh Smart Operation Panel devicesand configure it to either or both capture and print on a client. Capture (with process and route)functionality is supported by Scan-to-Me, Capture and Send with Equitrac, or Nuance AutoStore, whileprint management is supported by Nuance Equitrac.The following figure illustrates a typical architecture for a system that includes the Equitrac Embeddedfor Ricoh PCC 5:Figure 1: System architecture with Equitrac6

Nuance EquitracEN-PCC5-1.0-SG-20170418Figure 2: System architecture with Equitrac and AutoStoreThe Equitrac Embedded for Ricoh PCC 5 provides device authentication with a single applicationfor Equitrac Follow-You Printing and scanning into Scan-to-Me, Capture and Send with Equitrac, orAutoStore workflows. This client secures access to devices, allows user to select functions such asFollow-You Printing and scanning from a common Nuance Launcher, provides card reader support,searchable billing codes at device login, and job accounting.The Equitrac Embedded for Ricoh PCC 5 supports Equitrac authentication through user name andpassword, card identification (ID) with an optional personal identification number (PIN), and card swipewith an optional PIN.The Equitrac Embedded for Ricoh PCC 5 supports single sign-on (SSO) for the following systems: Adaptable Authentication API (AAA): Ricoh SSO infrastructure.Note: Only login credentials are passed to the AAA from the Unified itrac Office or Equitrac Express version 5.6with all available hotfixes installed, or laterDRSVersion 7.6 or laterAutoStoreVersion 7.0 SP1 Patch 1 or later7

Nuance tLanguagesThe PCC 5 interface includes support forthe languages listed below. The languageis selected automatically based on the MFPlanguage. If the MFP language is not available,English is used by default. SimplifiedChinese Finnish Norwegian TraditionalChinese French Polish Catalan German Portuguese Czech Hungarian Russian Dutch Italian Spanish Danish Japanese Swedish English KoreanThai Note: The list of languages availableon the client does not necessarily matchlanguages available on the administrativeweb client.Note: To be able to use a language'snative character set, the LanguageKeyboard Input Setting should beappropriately set up in Screen Settings.Card readersThe Equitrac Embedded for Ricoh PCC 5supports Equitrac USB external card readersand Ricoh-supported third-party card readers.For the current list of Equitrac supported cardformats, refer to the Equitrac ID Card ReaderProduct Specs page on the Nuance web site.Supported devices Nuance Supported Device Search: RicohHow to configure the SSL/TLS certificatesBefore performing any Device Registration Service (DRS) actions, it is recommended that you verify thefollowing SSL/TLS certificate configuration on the MFP. After installing DRS 7.9 patch 2, these steps arerequired.1. Verify that the device certificate is installed and the SSL/TLS certificate is specified.a) On the Web Image Monitor application, open Device Management Configuration Security Device Certificate.8

Nuance EquitracEN-PCC5-1.0-SG-20170418b) If the SSL/TLS certificate is not selected, select it.c) Click OK.2. Verify that the Ciphertext Priority option is selected.a) On the Web Image Monitor application, open Device Management Configuration Security Device Certificate.b) In the Permit SSL/TLS Communication field, select Ciphertext Priority.9

Nuance EquitracEN-PCC5-1.0-SG-20170418Note: To use Ricoh configuration tools, you must select at least one of the following options:TLS1.2, TLS1.1, or TLS1.0.c) Click OK.10

Nuance EquitracEN-PCC5-1.0-SG-20170418Checklist: EquitracEmbedded for Ricoh PCC 5implementationThis implementation check list covers aspects deploying the Equitrac Embedded for Ricoh PCC 5 todevices from the Device Registration Service web client.This checklist should evolve based on the experience you gain from performing deployments. You mightalso want to perform custom checks that are based on a specific aspect of your network architecture orenvironment.Table 1: PCC 5 Deployment ChecklistCheckDescriptionSeeConfirm that your system meets requirements. Requirements on page 7Confirm that you have configured the SSL/TLScertificates. How to configure the SSL/TLScertificates on page 8Confirm that you have all of the relevantdocumentation for the reference. Additional Documentation onpage 19To use Equitrac as the Print Manager, or toenable scanning using Equitrac, configure theRicoh PCC5 embedded type on the Equitracserver. Server Side Configuration onpage 21Note: If you are deploying a large fleet ofdevices, we recommend that you apply thetypical embedded licenses for the devicesbefore installing the embedded application.Otherwise, the software can be licensedafter the application is installed on thedevice. See Licensing Equitrac Embeddedfor Ricoh PCC 5 on page 2111

Nuance Download the Unified Client for Ricoh SOPinstallation package from the Equitrac PartnerPortal and add it to the DRS server. See Files tab on page 60Add a DRS application for Equitrac Embedded for Ricoh PCC 5. Add an applicationApplication properties on page54Add or import a Equitrac Embedded for RicohPCC 5 device. Add a deviceImport a deviceEquitrac Embedded for RicohPCC 5 device properties onpage 56Install and configure Equitrac Embedded forRicoh PCC 5. Equitrac Embedded for RicohPCC 5 actions reference onpage 62For AutoStore capture functionality, configure theRicoh SOP in an AutoStore workflow using theAutoStore Process Designer. Ricoh SOP component help inAutoStore Process Designer.Note: Ensure you have administratorcredentials to access all MFPs where theclient is deployed.12

Nuance EquitracEN-PCC5-1.0-SG-20170418Quick StartFor advanced users who have experience setting up the Ricoh solution, the following process acts asan overview of the fundamental steps required to install PCC5 in an Equitrac only environment.Quick Setup ProcessFollow these steps to perform an installation of PCC 5:Note: All steps outlined are performed from the server where the installation takes place.Administrative access to the server is required.1. Install DRS.a) Download the most recent version of the DRS software zip file from the Equitrac partner portal.CAUTION: Ensure you download DRS version 7.9 patch 2 or later.b) Once the archive downloads, extract it. The archive creates a new DRSxx folder containing thefollowing files: DeviceRegistrationService.zip DRS xx Release Notes.htm DRS xx User and Client Guide Equitrac Third Party-Readme.pdfc) Unzip the DeviceRegistrationService.zip. This creates a new folder containing theDeviceRegistrationService.exe.d) Run the DeviceRegistrationService.exe file, and follow the instructions to install DRS.For specific instructions, please see the DRS xx User and Client Guide included in your downloadarchive.Note: Although you can deploy DRS to any server as long as there is no port conflict, a best practiceis to install the DRS wherever the DCE is installed. In this way, the DRS server can control the sameMFP devices that are controlled by the corresponding DCE server.2. Install PCC 5.a) Download the most recent version of PCC 5 from the Equitrac Partner Portal.Note: The downloaded files reference Ricoh SOP. These are still the valid files needed for anEquitrac only deployment.b) Once the archive downloads, extract it. The archive creates a new RicohSOPClient xxxxfolder containing the following files: RicohSOPClient.zipRicohSOPUCClientPackage.htm13

Nuance EquitracEN-PCC5-1.0-SG-20170418c) Extract the RicohSOPClient.zip archive. The archive creates a newRicohSOPClient xxxx folder containing the following files: NEUF-RicohSmartSDK-authOff.zip NEUF-RicohSmartSDK-authOn.zip RicohSOP.xml, SimpleScanEx XX.zip SmartScanEx XX.zip3. Upload the PCC client package files to DRS:Note: The download package may be identified as PCC5 or UC.a) Open a web browser and enter http://DRSServerIP:9000/device where DRSServerIP is the IPaddress of the server where you installed DRS. The Nuance Device Registration Service screenopens:b) Select the Files tab.c) From the Device Type drop-down list, select Ricoh SOP.d) At the bottom of the screen, click the Upload button. This opens a file explorer, where you cannavigate to the RicohSOPClient xxxx folder containing the PCC 5 Client Package files.e) Upload the 5 files from the PCC 5 Client Package RicohSOPClient xxxx folder.Note: The files must be uploaded one at a time. You cannot select multiple files.4. Create the application in DRS:a) Select the Applications tab.b) Click the green button at the top of the left Applications pane. The Add Application functionloads into the right pane.c) In the Name field, enter a name for the application. You can use any name you like; for thisexample, EQ was used.d) From the Application Type drop-down list, select Ricoh SOP. New options then display below.e) From the Print Manager drop-down list, select Equitrac.14

Nuance EquitracEN-PCC5-1.0-SG-20170418f) In the DCE Server Address field, enter the IP address used by the DCE Server. If yourdeployment contains multiple DCE servers, up to three more can be added in the remaining DCEServer fields.g)Click the Save button ( ) at the top of the Add Application screen.5. Add a device in DRS:a) Select the Devices tab.b) Click the green button at the top of the left Devices pane. The Add Device function loads intothe right pane.c) In the Name field, enter a name for the device that identifies it on the network.d) In the Address field, enter the IP address of the device.e) Enter the Username and Password for the device. By default, the Username is Admin and thepassword is left blank.f) From the Application drop-down list, select the application you created. In this example, EQ.g)Click the Save ( ) button at the top of the Add Device pane.6. Execute final actions:a) Once you save the Device, a new Select Action. drop-down list displays at the top of theDevices pane. From this list, select Install and Reboot.b)Click the Run Action icon ( ) to run the action. This may take a few minutes to complete; oncefinished, a Successfully completed message appears in the Action History pane at the bottomof the screen.15

Nuance EquitracEN-PCC5-1.0-SG-20170418c) From the Select Actions. drop-down list, select Configure and Reboot.d)Click the Run Action icon ( ) to run the action. This may take a few minutes to complete; oncefinished, a Successfully completed message appears in the Action History pane at the bottomof the screen.7. Locate the auto-added device and configure it in Equitrac System Manager. For instructions, see theServer-Side Configuration section of this document.16

Nuance EquitracEN-PCC5-1.0-SG-20170418Configuring EquitracEmbedded for Ricoh PCC 5This section documents how to configure AutoStore and Equitrac to use with the Equitrac Embedded forRicoh PCC 5.Important: Specific Ricoh device settings vary by geographic location and setup. Please consult yourRicoh technician for any MFP-specific settings needed for your particular deployment.Configure EquitracConfigure the authentication for the Equitrac Embedded for Ricoh PCC 5 component to work withEquitrac authentication.The Equitrac Embedded for Ricoh PCC 5 provides copy control, scanning, and secure printing onspecific Ricoh manufactured multi-functional products (MFPs). Embedded on the MFP, EquitracEmbedded for Ricoh PCC 5 controls access to the MFP, and acts as the gateway for Nuancefunctionality. Users must authenticate to gain access to Nuance-controlled device functions.Equitrac Embedded for Ricoh PCC 5 communicates with Nuance servers and tracks User activity.During a user session, MFP activity is captured.Equitrac Embedded for Ricoh PCC 5 requires Smart Operations Panel G2 or later.Equitrac Embedded for Ricoh PCC 5 FeaturesEquitrac Embedded for Ricoh PCC 5 supports the following features:AuthenticationRequires users to enter valid authenticationinformation to unlock the MFP functions. Userscan enter their authentication data via the MFPpanel, or by using a valid authentication card(when authentication cards are implemented).Follow-You Printing After successful login at the MFP, the user canaccess the virtual print queue to "pull" a print jobto this device. Through the Follow-You screen onthe MFP, users can see a list of documents in thequeue, then select, delete, or release documentsfor printing. See Enabling Secure Printing for17

Nuance EquitracEN-PCC5-1.0-SG-20170418configuration instructions, and Using Follow-YouPrinting or end-user instructions.Scan-to-Me Allows users to scan a document and email itto their own address, and optionally to otheraddresses via the CC field (if enabled). Userscan specify scan options (for example: duplex,color, size) and document format prior to initiatinga scan. See Configuring Capture and Send forconfiguration instructions, and Scanning for enduser instruc

functionality on Ricoh SOP multifunction printers (MFPs). Your business requirements determine capture and print manager requirements for your environment. Embedded on the MFP, Equitrac Embedded for Ricoh PCC 5 controls access to the MFP, and acts as the gateway for Nuance functionality.

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