Server Software Upgrade Guide - Ricoh USArfg-esource.ricoh-usa.com/stellent/groups/public/... · The GlobalScan v2.0 upgrade utilities (provided with your new GloblaScan v2.0 CD Key)

Server Software Upgrade Guide

Contents UUppggrraaddee OOvveerrvviieeww ................................... 4

Type I Upgrade: GlobalScan without Plug-in(s) ............ 7

Type II Upgrade: GlobalScan with RightFAX Plug-in ... 27 Type III Upgrade:

GlobalScan with OCR Plug-in............ 49 Type IV Upgrade: GlobalScan with RightFAX & OCR .... 85

AAppppeennddiixx

1. Upgrade Trial Version...................... 121

September, 2005

GlobalScan Ver. 2.0

Copyright 2005 by Ricoh Corporation. All Rights Reserved.

GlobalScanTM Ver. 2.0 Server Software Upgrade Guide

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Copyright 2005 by Ricoh Corporation. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language or computer language, in any form or by any means, electronic, mechanical, optical, chemical, manual or otherwise, without the prior written permission of Ricoh Corporation. GlobalScan is a registered trademark of Ricoh Corporation. Windows, Microsoft Exchange and Internet Explorer are registered trademarks of Microsoft Corporation. All other trademarks are the property of their respective owners. The material in this document is for information only and is subject to change without notice. While reasonable efforts have been made in the preparation of this document to assure its accuracy, Ricoh Corporation, its contractors and partners, assume no liability resulting from errors or omissions in this document or from the use of the information contained herein.

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


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Table of Contents UUppggrraaddee OOvveerrvviieeww.................................................................................................................................................................................... 4 TTyyppee II UUppggrraaddee:: GGlloobbaallSSccaann wwiitthhoouutt PPlluugg--iinn((ss)) .............................................. 7

Step A: Run Prerequisite Program............................................................................ 8 Step B: Deactivate GlobalScan ................................................................................. 9 Step C: Reactivate GlobalScan ................................................................................. 15 Step D: Run Upgrade Program .................................................................................. 20 Step E: Install activePDF Toolkit for SP6 ................................................................. 23

TTyyppee IIII UUppggrraaddee:: GGlloobbaallSSccaann wwiitthh RRiigghhttFFaaxx PPlluugg--iinn OOnnllyy .............................. 27

Step A: Run Prerequisite Program............................................................................ 28 Step B: Deactivate GlobalScan ................................................................................. 29 Step C: Reactivate GlobalScan ................................................................................. 35 Step D: Run Upgrade Program .................................................................................. 40 Step E: Install activePDF Toolkit for SP6 ................................................................. 44

TTyyppee IIIIII UUppggrraaddee:: GGlloobbaallSSccaann wwiitthh OOCCRR PPlluugg--iinn OOnnllyy .................................... 49

Step A: Remove GlobalScan OCR File Conversion Plug-in ................................... 50 Step B: Run Prerequisite Program............................................................................ 52 Step C: Deactivate GlobalScan ................................................................................. 53 Step D: Reactivate GlobalScan ................................................................................. 59 Step E: Run Upgrade Program .................................................................................. 64 Step F: Install activePDF Toolkit for SP6 ................................................................. 68 Step G: Install GlobalScan v2.0 OCR Engine ........................................................... 72

TTyyppee IIVV UUppggrraaddee:: GGlloobbaallSSccaann wwiitthh RRiigghhttFFaaxx aanndd OOCCRR PPlluugg--iinnss ................... 85

Step A: Remove GlobalScan OCR File Conversion Plug-in ................................... 86 Step B: Run Prerequisite Program............................................................................ 88 Step C: Deactivate GlobalScan ................................................................................ 89 Step D: Reactivate GlobalScan ................................................................................. 95 Step E: Run Upgrade Program ..................................................................................100 Step F: Install activePDF Toolkit for SP6 .................................................................105 Step G: Install GlobalScan v2.0 OCR Engine ...........................................................109

AAppppeennddiixx

1. Upgrade Trail Version ............................................................................................121


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UUppggrraaddee OOvveerrvviieeww Before getting started with the procedure to upgrade GlobalScan Version 1.5 Server Software to Version 2.0, you must obtain the following:

1. GlobalScan v2.0 Server Software CD Key - For information on obtaining a CD Key, please contact your GlobalScan sales representative.

2. GlobalScan v2.0 Server Software Upgrade Utilities – These files are located on

the GlobalScan v2.0 Server Software CD-ROM or as a download from the TSC (Technology Solutions Center) Web site (http://tscweb.net). Two software utilities are available, GS20Prerequisite.exe and GS20u\Upgrade.exe.

The GlobalScan v2.0 upgrade utilities (provided with your new GloblaScan v2.0 CD Key) are designed to maintain your current v1.5 system settings, i.e., profile, machine, network, and service data. This means that after successfully upgrading to GlobalScan v2.0, all previous settings will be retained, including parameters related to the optional RightFAX and/or OCR Plug-ins, if applicable. GlobalScan CD Keys include:

01: GlobalScan v2.0 Trial Version (see Appendix 1: Upgrade Trial Version) 02: No Longer Valid (originally used for GlobalScan v1.5 Server software) 03: GlobalScan v2.0 Failover Service, Primary Server (Permanent Key) 04: GlobalScan v2.0 Failover Service, Secondary Server (Permanent Key) 05: GlobalScan v2.0 Standalone Server (Permanent Key)

The upgrade procedure that you will follow (Type I, II, III or IV) depends on…

1. The CD Key your existing GlobalScan v1.5 Server is running under. If you are not sure which CD Key you have, please refer to GlobalScan Status, next page.

2. Whether or not your existing GlobalScan v1.5 Server is running optional Plug-ins, RightFAX and/or OCR (Optical Character Recognition).

Please follow the instructions that apply to your installation:

Type I Upgrade: Instructions for GlobalScan installations running 02 CD Key without

Plug-in(s). Type II Upgrade: Instructions for GlobalScan installations running 02 CD Key with

RightFax Plug-in.

Type III Upgrade: Instructions for GlobalScan installations running 02 CD Key with OCR Plug-in.

Type IV Upgrade: Instructions for GlobalScan installations running 02 CD Key with

RightFax and OCR Plug-ins.

CD Key Example: TYIABYG010000121


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Important: 1. To determine whether or not one or more optional GlobalScan Plug-ins are installed,

check the Manage Profiles screen of the GlobalScan v1.5 Admin Module. Upon opening the screen, the display will appear similar to the following:

For further information, please refer to the GlobalScan v1.5 Administrator’s Guide, Step 3: Add/Edit/Delete a Profile.

2. If you are running a Trial Version of GlobalScan and wish to upgrade, please refer

to Appendix 1: Trial Version Upgrade. 3. The upgrade utilities, and procedures provided in this guide can only be used to

upgrade GlobalScan v1.5 Server software to v2.0.

4. These upgrade procedures are the same whether the GlobalScan v1.5 Server is installed on a PC running Microsoft Windows 2000 Server or Windows Server 2003.


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GGlloobbaallSSccaann SSttaattuuss To assist you in determining the current status of your GlobalScan installation, first run the two upgrade utilities… 1. Double-click on the GS20Prerequisite.exe file, as outlined on page 8, Step A: Run

Prerequisite Program (follow 1 – 3), then… 2. Double-click on the GS20Upgrade.exe file. Select English as the language, click OK.

If one of the following three dialog boxes appears, follow the applicable Solution instructions. Note: To exit the InstallShield Wizard, click OK, then Finish.

GlobalScan v1.5 is installed with invalid CD Key

Status: If the following display appears, you are running GlobalScan v1.5 under an invalid CD Key…

Solution: Deactivate GlobalScan and reactivate with your new GlobalScan v2 CD Key.

GlobalScan v1.4 or earlier installed

Status: If the following display appears, you are running an older version of GlobalScan (prior to v1.5):

Solution: You must upgrade your GlobalScan v1.4 Server software to v1.5 before proceeding with these upgrade procedures. For details, please refer to page 25 of the GlobalScan v1.5 Server Software Installation Guide.

GlobalScan is Not Installed

Status: If the following display appears, GlobalScan is not installed on your computer…

Solution: Please contact your GlobalScan sales representative for information on purchase of the GlobalScan v2.0 Server Software.


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TTyyppee II UUppggrraaddee GGlloobbaallSSccaann wwiitthhoouutt PPlluugg--iinn((ss))


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TTyyppee II UUppggrraaddee:: GGlloobbaallSSccaann wwiitthhoouutt PPlluugg--iinn((ss)) Follow the upgrade instructions below for GlobalScan installations running under a 02 CD Key without Plug-in(s), RightFAX and/or OCR. SStteepp AA:: RRuunn PPrreerreeqquuiissiittee PPrrooggrraamm If the GS20Prerequisite.exe utility was run during the GlobalScan Status procedure, skip this step. Proceed to Step B: Deactivate GlobalScan. 1. Double-click GS20Prerequisite.exe file.

Display reads…

2. Select “Yes, I want to restart my

computer now.” 3. Click Finish. Computer reboots. The GlobalScan v2.0 Prerequisite installation is complete. Please continue…


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SStteepp BB:: DDeeaaccttiivvaattee GGlloobbaallSSccaann Now deactivate the invalid v1.5, 02 CD Key and reactivate using a valid CD Key for GlobalScan v2.0, either 01, 03, 04 or 05.

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

B.1: Deactivation GlobalScan From Server With Internet Access B.2: Deactivate GlobalScan From Server Without Internet Access

B.1: Deactivate GlobalScan From Server With Internet Access

1. Open the GlobalScan folder

(default: c:\RICOH\GlobalScan).

2. Double-click GSActivation icon.

If running a Full Version of GlobalScan, display reads…

If running a Demo Version of GlobalScan, display reads …

3. Click Remove GlobalScan.


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Display reads… 4. Click Yes.

Display reads…

Important: Write down Removal Code.

5. Click Removal Web Page.

Display reads…

6. Enter GlobalScan CD Key and, if

necessary, Removal Code.

Sample CD Key: TYIABYG020000121

7. Click Submit.

Display reads….

8. Select Click here to close window.

Display reads…

9. Click OK.


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Display reads… 10. Click Exit. Close Windows Explorer

(My Computer).

GlobalScan deactivation is complete. Please go to Step C: Reactivate GlobalScan.


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B.2: Deactivate GlobalScan From Server Without Internet Access Please have your GlobalScan CD Key ready.




Display reads…


Display reads…

4. Click Yes.

Display reads…

5. Write down Removal Code.

6. Click Removal Web Page button.


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

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

Display reads… 8. Click OK.

Display reads…

9. Go to a PC with Internet Access. 10. Open your Web browser and enter the GlobalScan removal URL:

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

Display reads… 11. Enter GlobalScan CD Key and Removal

Code. 12. Click Submit.


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Display reads… 13. Select Click here to close Window.

Display reads...

14. Click Yes. GlobalScan deactivation is complete. Please continue…


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SStteepp CC:: RReeaaccttiivvaattee GGlloobbaallSSccaann Continuing from Step B, where you deactivated the v1.5 02 CD Key, you will now reactivate GlobalScan with a valid v2.0 CD Key, either 01, 03, 04 or 05.


C.1: GlobalScan Activation on Server With Internet Access C.2: GlobalScan Activation on Server Without Internet Access

C.1: GlobalScan Activation on Server With Internet Access

1. Open the GlobalScan folder and double-click on the GSActivation icon (default: c:\RICOH\ GlobalScan).

2. Click Activate GlobalScan button.

Display reads… 3. Click Code Activation Web Page.

Display reads…


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4. Enter fields (all are required):

CD Key: Find this code on the GlobalScan v2.0 CD case. Remember, it must be a 01, 03, 04 or 05 CD Key, not a 02 CD Key that is invalid.

Application Key: Automatically filled in (if GlobalScan Activation Web site was accessed from same PC) or manually entered (if Web site was accessed from a different PC).

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

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

The next screen displayed will be similar to the illustration shown here.


Display reads…

7. Click Exit.

GlobalScan activation is complete. Please go to Step D: Run Upgrade Program.


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C.2: GlobalScan Activation on Server Without Internet Access

1. Open the GlobalScan folder and double-click on the GSActivation icon (default: c:\RICOH\GlobalScan).


Display reads…

3. Write down Application Key.

Note: Leave this screen open.

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

4. Go to a PC with Internet access.

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

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

Display reads…


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Display reads…

8. Write down Your Activation Code. Important: The Activation Code may exceed the length of the field. Please be sure to write down the entire number. Also, if you wish, select Click here to print (to print the page).


10. Return to the GlobalScan Server.

11. Click I have an Activation Code.

Display reads…. 12. Enter Activation Code into field.

Please verify accuracy before proceeding.


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13. Click OK.

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

Full Version Demo Version

14. Click Exit (lower right corner). Close Windows Explorer (My Computer). GlobalScan activation is complete. Please continue…


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SStteepp DD:: RRuunn UUppggrraaddee PPrrooggrraamm Once you have run the GS20Prerequisite.exe program, deactivated v1.5 and reactivated with a valid GlobalScan v2.0 CD Key, you’re ready to perform the upgrade. 1. Double-click GS20Upgrade.exe file.

Display reads…

2. Click OK. Important: If the message below appears, you didn’t run the Prerequisite program.

Click OK and run the GS20Prerequisite.exe program as outlined in Step A: Run

Prerequisite Program and repeat Step D: Run Upgrade Program.

Display reads…

3. Click Next.

Display reads…

4. To initiate the uninstall of GlobalScan v1.5, click OK.


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Display reads…

6. Click OK to permanently remove GlobalScan v1.5.

Display reads…

7. Click Ignore. Display reads… Note: A reboot will not occur at this point, as detailed in the screen displayed in item 4., above.

8. Click Finish.


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Display reads…

10. If necessary, select “Yes, I want to restart my computer.”

11. Click Finish. GlobalScan upgrade is complete. Please continue…


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SStteepp EE:: IInnssttaallll aaccttiivveePPDDFF TToooollkkiitt ffoorr SSPP66 After successfully running the upgrade program, you must install activePDF Toolkit for SP6. Note, however, that this may not be necessary if SP6 is already present on the GlobalScan v2.0 Server. To check, search for the APToolkit.ocx file. Once located, right-click the filename > click Properties > Version tab > Product Version.

If the screen indicates 3.5.2 SP6 (5208), within the Value field, activePDF Toolkit for SP6 is already installed. If the screen indicates 3.5.2 SP5, proceed as follows to install the toolkit… 1. Locate the ActivePDF folder (on the GlobalScan v2.0 CD). 2. Double-click on aptkit352sp6

installer.


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Display reads… 3. Click Next.

Display reads…

4. Please read the licensing agreement.

5. Select “I agree to the terms of the license agreement” radio button.

6. Click Next.

Display reads…

7. Click Next.


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Display reads…


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10. Click Finish. Close Windows Explorer

(My Computer). You have successfully completed the GlobalScan Type I Upgrade procedure.

###


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TTyyppee IIII UUppggrraaddee GGlloobbaallSSccaann wwiitthh RRiigghhttFFAAXX PPlluugg--iinn


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TTyyppee IIII UUppggrraaddee:: GGlloobbaallSSccaann wwiitthh RRiigghhttFFAAXX PPlluugg--iinn OOnnllyy Follow the upgrade instructions below for GlobalScan installations running under a 02 CD Key, with the RightFAX Plug-in installed. SStteepp AA:: RRuunn PPrreerreeqquuiissiittee PPrrooggrraamm If the GS20Prerequisite.exe utility was run during the GlobalScan Status procedure, skip this step. Proceed to Step B: Deactivate GlobalScan. 1. Double-click GS20Prerequisite.exe file.

Display reads…




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SStteepp BB:: DDeeaaccttiivvaattee GGlloobbaallSSccaann Now deactivate your invalid v1.5, 02 CD Key and reactivate using a valid CD Key for GlobalScan v2.0, either 01, 03, 04 or 05.


B.1: Deactivation GlobalScan From Server With Internet Access B.2: Deactivate GlobalScan From Server Without Internet Access

B.1: Deactivate GlobalScan From Server With Internet Access




If running Full Version of GlobalScan, display reads…




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Display reads…



Display reads…



CD Key Example: TYIABYG020000121

7. Click Submit.

Display reads...


Display reads…

9. Click OK.


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Display reads… 10. Click Exit.

GlobalScan deactivation is complete. Please go to Step C: Reactivate GlobalScan.


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B.2: Deactivate GlobalScan From Server Without Internet Access Please have your GlobalScan CD Key ready.


(default: C:\RICOH\GlobalScan).

2. Click GSActivation icon.

Display reads…


Display reads…

4. Click Yes.

Display reads…




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If an error occurs, the display may appear as shown at right. Proceed with items 7. – 8., and continue. If no error occurs, proceed directly to item 9., below.


Display reads…

8. Click OK.

Display reads…



Display reads… 11. Enter GlobalScan CD Key and

Removal Code. 12. Click Submit.


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Display reads...



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SStteepp CC:: RReeaaccttiivvaattee GGlloobbaallSSccaann Continuing from Step B, where you deactivated the invalid v1.5, 02 CD Key, you will now reactivate with a valid GlobalScan v2.0 CD Key, either 01, 03, 04 or 05.


C.1: GlobalScan Activation on Server With Internet Access C.2: GlobalScan Activation on Server Without Internet Access

C.1: GlobalScan Activation on Server With Internet Access

1. From the GlobalScan folder, double-click GSActivation icon (default: c:\RICOH\ GlobalScan).


Display reads… 3. Click Code Activation Web Page.

Display reads…


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CD Key: Find this code on the GlobalScan v2.0 CD case. Remember, it must be a 01, 03, 04 or 05 CD Key, not a 02 CD Key that is invalid. Application Key: Automatically filled in (if GlobalScan Activation Web site was accessed from same PC) or manually entered (if Web site was accessed from a different PC). Customer Company Name: Enter company name. Installer (Company) Name: Enter name of company installing GlobalScan. Dealer ID/Name: Enter Dealer ID or Name. GlobalScan Admin Name: Enter name of GlobalScan Administrator. GlobalScan Admin Contact Email: Enter e-mail address for Administrator. GlobalScan Admin Contact Phone: Enter Administrator’s phone number. Region: Select from drop down menu (Asia, Europe or USA).




Display reads…

7. Click Exit.

GlobalScan activation is complete. Please go Step D: Run Upgrade Program.


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C.2: GlobalScan Activation on Server Without Internet Access From the GlobalScan Server…

1. From the GlobalScan folder, double-click on GSActivation icon (default: c:\RICOH\

GlobalScan). 2. Click Activate GlobalScan button.

Display reads…







Display reads…


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CD Key: Find this code on the GlobalScan v2.0 CD case. Remember, it must be a 01, 03, 04 or 05 CD Key, not a 02 CD Key that is invalid. Application Key: Automatically filled in (if GlobalScan Activation Web site was accessed from same PC) or manually entered (if Web site was accessed from a different PC). Customer Company Name: Enter company name. Installer (Company) Name: Enter name of company installing GlobalScan. Dealer ID/Name: Enter Dealer ID or Name. GlobalScan Admin Name: Enter name of GlobalScan Administrator. GlobalScan Admin Contact Email: Enter e-mail address for Administrator. GlobalScan Admin Contact Phone: Enter Administrator’s phone number. Region: Select from drop down menu (Asia, Europe or USA).


Display reads…








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13. Click OK.





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SStteepp DD:: RRuunn UUppggrraaddee PPrrooggrraamm Once you have run the GS20Prerequisite.exe program, have deactivated v1.5 and reactivated with a valid GlobalScan v2.0 CD Key, you’re ready to perform the upgrade procedure. 1. Double-click GS20Upgrade.exe file.

Display reads…

2. Click OK. Important: If the message below appears, you did not run the Prerequisite program.


Prerequisite Program and repeat Step D: Run Upgrade Program.

Display reads…

3. Click Next.

Display reads…


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4. The Wizard will now uninstall your prior version of the RightFAX Plug-in, but will save your GlobalScan v1.5 RightFAX Plug-in settings and apply them to GlobalScan v2.0. To proceed, click OK. Display reads…

5. To initiate the uninstall of the RightFAX Plug-in, click OK. Display reads…

6. Click OK to permanently remove the RightFAX Plug-in. Display reads…

7. Click Finish.

Display reads…



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Display reads…


Display reads…

11. Click Ignore. Display reads…

12. Click Finish.

Note: A reboot will not occur at this point, as detailed in the screen displayed in item 8., above.


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Display reads…


15. Click Finish. GlobalScan upgrade is complete. Please continue…


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SStteepp EE:: IInnssttaallll aaccttiivveePPDDFF TToooollkkiitt ffoorr SSPP66 After successfully running the upgrade program, you must install activePDF Toolkit for SP6. Note, however, that this may not be necessary if SP6 is already present on the GlobalScan v2.0 Server. To check, search for the APToolkit.ocx file. Once located, right-click the filename > click Properties > Version tab > Product Version. If the screen indicates 3.5.2 SP6 (5208), within the Value field, activePDF Toolkit for SP6 is already installed. If the screen indicates 3.5.2 SP5, proceed as follows to install the toolkit… 1. Locate the ActivePDF folder (on the GlobalScan v2.0 Server software CD). 2. Double-click on aptkit352sp6

installer.


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Display reads… 4. Please read the licensing agreement. 5. Select “I agree to the terms of

the license agreement” radio button.

6. Click Next.

Display reads…

7. Click Next.


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Display reads…


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(My Computer). You have successfully completed the GlobalScan Type II Upgrade procedure.

###


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TTyyppee IIIIII UUppggrraaddee GGlloobbaallSSccaann wwiitthh OOCCRR PPlluugg--iinn


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TTyyppee IIIIII:: UUppggrraaddee GGlloobbaallSSccaann wwiitthh OOCCRR PPlluugg--iinn OOnnllyy Follow the upgrade instructions below for GlobalScan installations running under a v1.5, 02 CD Key, with OCR Plug-in. SStteepp AA:: RReemmoovvee GGlloobbaallSSccaann OOCCRR FFiillee CCoonnvveerrssiioonn PPlluugg--iinn 1. From the desktop, click Start > Settings > Control Panel > Add/Remove Programs. 2. Select GlobalScan OCR File Conversion Plug-in.

Display reads…

3. Click Change/Remove.

Display reads…

4. Select the Remove radio button.

5. Click Next.



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Display reads… 7. Click Finish.

Display reads… 8. Select “Yes, I want to restart my

computer now” radio button. 9. Click OK. Computer reboots. The GlobalScan OCR File Conversion program has been removed. Please continue…


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SStteepp BB:: RRuunn PPrreerreeqquuiissiittee PPrrooggrraamm If the GS20Prerequisite.exe utility was run during the GlobalScan Status procedure, skip this step. Proceed to Step C: Deactivate GlobalScan. 1. Double-click GS20Prerequisite.exe file.

Display reads…

2. Select “Yes, I want to restart my computer now.”

3. Click Finish. Computer reboots. The GlobalScan v2.0 Prerequisite installation is complete. Please continue…


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SStteepp CC:: DDeeaaccttiivvaattee GGlloobbaallSSccaann Now deactivate the invalid v1.5, 02 CD Key and reactivate using a valid CD Key for GlobalScan v2.0, either 01, 03, 04 or 05.


C.1. Deactivation GlobalScan From Server With Internet Access C.2. Deactivate GlobalScan From Server Without Internet Access

C.1. Deactivate GlobalScan From Server With Internet Access


(default: c:\RICOH\GlobalScan.)


If running a Full Version of GlobalScan, display reads…




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Display reads…



Display reads…




7. Click Submit.

Display reads…


Display reads…

9. Click OK.


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GlobalScan deactivation is complete. Please go to Step D: Reactivate GlobalScan.


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C.2. Deactivate GlobalScan From Server Without Internet Access Please have your GlobalScan CD Key ready.


(default: c\RICOH\Global-Scan).

2. Double-click GSActivation

icon.

Display reads…


Display reads…

4. Click Yes.

Display reads…



If an error occurs, the display may appear as shown at right. Proceed with items 7. – 8., and continue. If no error occurs, proceed directly to item 9.


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Display reads…

8. Click OK.

Display reads…






58


Display reads...



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SStteepp DD:: RReeaaccttiivvaattee GGlloobbaallSSccaann Continuing from Step C, where you deactivated the 02 CD Key, which is no longer valid, you will now activate GlobalScan with a 01, 03, 04 or 05.


D.1: GlobalScan Activation on Server With Internet Access D.2: GlobalScan Activation on Server Without Internet Access

D.1: GlobalScan Activation on Server With Internet Access

1. Open the GlobalScan folder (default:

c:\RICOH\GlobalScan), double-click on the GSActivation icon.


Display reads… 3. Click Code Activation Web Page button.

Display reads…


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Display reads…

7. Click Exit.

GlobalScan activation is complete. Please go to Step E: Run Upgrade Program.


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D.2: GlobalScan Activation on Server Without Internet Access 1. Open the GlobalScan folder (default:

c:\RICOH\GlobalScan), double-click on the GSActivation icon.


Display reads…







Display reads…


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Display reads…








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13. Click OK.





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SStteepp EE:: RRuunn UUppggrraaddee PPrrooggrraamm Once you have run the GS20Prerequisite.exe program, deactivated v1.5 and reactivated with a valid GlobalScan v2.0 CD Key, you’re ready to perform the upgrade procedure. 1. Double-click GS20Upgrade.exe file.

Display reads…


Click OK and run the GS20Prerequisite.exe program as outlined in Step B: Run

Prerequisite Program and repeat Step E: Run Upgrade Program.

Display reads…

3. Click Next.

Display reads…

4. The Wizard will now uninstall your prior version of the OCR Plug-in, but will save your GlobalScan v1.5 OCR Plug-in settings and apply them to GlobalScan v2.0. To proceed, click OK.


65

Display reads…

5. To initiate the uninstall of the OCR Plug-in, click OK. Display reads...

6. Click OK to permanently remove the OCR Plug-in.


Display reads…

8. To initiate the uninstall of GlobalScan v1.5, click OK. Display reads…


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9. Click OK.

Display reads…


Display reads…



12. Click Finish. Wait a moment…



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Display reads…


15. Click Finish. The GlobalScan upgrade is complete. Please continue…


68

SStteepp FF:: IInnssttaallll aaccttiivveePPDDFF TToooollkkiitt ffoorr SSPP66 After successfully running the upgrade program, you must install activePDF Toolkit for SP6. Note, however, that this may not be necessary if SP6 is already present on the GlobalScan v2.0 Server. To check, search for the APToolkit.ocx file. Once located, right-click the filename > click Properties > Version tab > Product Version.

If the screen indicates 3.5.2 SP6 (5208), within the Value field, activePDF Toolkit for SP6 is already installed. If the screen indicates 3.5.2 SP5, proceed as follows to install the toolkit… 1. Locate the ActivePDF folder (on the GlobalScan v2.0 Server software CD). 2. Double-click on aptkit352sp6

installer.


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Display reads…

4. Please read the licensing agreement. 5. Select “I agree to the terms of


6. Click Next.

Display reads…

7. Click Next.


70



Display reads…


71


(My Computer). The activePDF Toolkit for Service Pack 6 has been successfully installed. Please continue…


72

SStteepp GG:: IInnssttaallll GGlloobbaallSSccaann vv22..00 OOCCRR EEnnggiinnee After the OCR Plug-in has been installed, it is necessary to perform the following three steps:

G.1: Run the OCR File Conversion Program G.2: Configure the OFC Monitor Program

G.3: Enter OCR Format Root Directory / Select OCR for Project

These procedures (outlined below) are the same, whether installing the OCR engine on the same PC as the GlobalScan v2.0 Server software or a separate PC. G.1: Run the OCR File Conversion Program 1. Locate/open the OCR Engine folder (found on the GlobalScan v2.0 CD), then

double-click the ofc2_Setup.exe icon.

Display reads…

2. Click Next.


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Display reads, for example…

3. To install to this folder, click Next. (To install to a different folder, click Browse, select another folder, and click OK. If this screen is not displayed, go to the next step.)

Display reads…

4. Select a Program Folder.

5. Click Next.

Display reads… 6. Review the displayed

information.

To change any setting, click Back.

To start copying the files,

click Next.


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Display reads…

7. Click Finish.

If the screen at right appears, continue…

8. Click OK (restart the computer).


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GG..22:: CCoonnffiigguurree OOCCRR MMoonniittoorr PPrrooggrraamm

1. For OCR processing, if necessary, create a new folder on the local drive* of the GlobalScan v2.0 Server, e.g., E:\OCR. Note: The previous OCR folder(s) used under v1.5 can be utilized.

*Important: If you install the OCR File Conversion program on a separate PC, you must “share” the OCR folder created in the GlobalScan Server locally. Also, the log-on user - on the PC that has OCR installed - must have permission to access and/or write files to this locally created folder (item 1. above). To share this OCR folder, proceed as follows:

A. Locate the folder on your hard drive.

B. Highlight and right-click on the folder. Display

reads…

C. Click Sharing…

Display reads…

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


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

Note: The OCR folder(s) created for GlobalScan v1.5 can be utilized. If new OCR folders are to be used, delete all previous OCR folders.

3. Locate and open OFC.exe (either on the same PC as GlobalScan or on another PC),

i.e., enter the path or Browse to, for example, c:\Program Files\OFC\OFC.exe.

Note: The OFC.exe is a module that configures and executes the OCR & File Conversion service and works in conjunction with GlobalScan to control how and when files are processed, stored and logged. By default, the OCR engine installation creates an OFC shortcut on the PC’s desktop. Display reads…

4. Enter/select the following:

A. Watch Folder Settings

- Select Folder: Enter the folder or click Browse and select the root directory you established in item 1. (previous page).

Note: • If the OCR program is installed on the

same PC as GlobalScan, go to the local drive.

• If the OCR program is installed on a separate PC, go to My Network Places > Entire Network and locate the computer and the folder created in item 1. As shown at right…


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Return to the OCR & File Conversion screen….

- Set monitoring time interval – Set how often you want to monitor the folder. Note: Select the Start with Windows check box in order to monitor the folder whenever you start the PC.

B. Heartbeat Settings

What is a Heartbeat? A Heartbeat is ensured by the “heartbeat.dat” file located in the OCR heartbeat folder, e.g., c:\ocr, which is generated by the “OFCMonitor” service that GlobalScan’s Job Monitor Service examines in order to determine whether or not OCR is up and running. If GlobalScan does not see the updated time stamp of the “heartbeat.dat” file an error condition occurs (No heartbeat), telling the administrator that OCR is down. Refer also to the GlobalScan Administrator’s Guide.

- Select Folder: Enter the path, e.g., c:\ocr, that links GlobalScan to the OCR engine

heartbeat folder or click Browse and select the folder. Note: The path entered here must point to the same folder (either local or network shared) as that entered in the profile Services tab.

- Set heartbeat interval: Enter how often the OCR engine is to create a heartbeat file.

Note: The heartbeat interval set for the OCR engine, e.g., every 5 minutes, should be less than the heartbeat interval set within the profile, e.g., every 10 minutes*.

For more information on heartbeat settings, please refer to the GlobalScan Administrator’s Guide, Step 2: Add/Edit a Profile > Services Tab.

C. Page Settings

- Activation Server Page: Enter path. Path Format:

In the above example, “IPADDRESS” is the GlobalScan Server IP. “GLOBALSCAN ROOT” is the extension Web server name in IIS. Note: Use http or https, as required. Example A: Local Host Path (GlobalScan and OCR on same PC):

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

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

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

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


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Important: The Activation Server Page path verifies whether your CD key was installed correctly. If the CD key purchased doesn’t include OCR (the optional Plug-in was not purchased), the OCR engine will not start. In addition, if the OCR Plug-in was purchased, but the path was typed incorrectly, the OCR engine will fail to start.

- Language Page: Enter the path

exactly as shown. The localhost can replaced by your DNS Name or IP address.

Note: You can either type the localhost or IP address of the GlobalScan Server, as shown in Example A and B, respectively. Use http or https, as required.

Important: The OCR Default Language list will now be displayed within the GlobalScan Admin Module, provided that the Language page was correctly entered. Please refer to the GlobalScan Administrator’s Guide, Step 2: Add/Edit a Profile, Services Tab/OCR Configuration for additional information.

5. Click on OCR Settings button.

Display reads…

6. Under Export, map the sub-folders (created/chosen in item 2.) to each file format.

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

7. Click OK.

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


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8. Click the Log Settings button.

Display reads… 9. Enter/select the following:

- Log Folder: To locate a Log folder, enter the path or Browse. Note: You must first create the Log folder, e.g., c:\ExperVision.

- Log Option: Select how often you want a new log file created and the storage path. - View Log File: Click to view contents of Log File. Click [X] to close window.

10. Click OK to close Log Settings screen.

11. Press Start to start the OCR engine.

12. If desired, minimize [ _ ] screen.

Important: Starting the OCR engine is not complete until after performing Step G.3: Enter

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

GlobalScan’s Scan Settings screen (displayed on MFD touch screen).

Note: If an error message appears, it may indicate the OCR Plug-in has not been purchased. In that event, the OCR File Conversion program will not run.


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Accuracy of OCR results will vary. For example, scanning a document to Excel may shift columns of data and, therefore, does not result in an exact duplicate of the original (hard copy image). Users have two options, (1) edit the new file accordingly; (2) select another format, e.g., MS Word.

For more information on resolution, file format, and other scan settings, see GlobalScan Ver. 2.0 User’s Guide, Step 3: Scan To Folder, About Scan Settings and Step 6: Select Scan Settings for details.


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GG..33.. EEnntteerr OOCCRR FFoorrmmaatt RRoooott DDiirreeccttoorryy // SSeelleecctt OOCCRR ffoorr PPrroojjeecctt In order to perform OCR (Optical Character Recognition) from the MFD control panel, i.e., convert the image into one of many file formats (e.g., RTF, Excel, PDF, TIFF, JPEG, etc.), the profile’s Services tab (accessed via the GlobalScan Admin Module) must have the same OCR format root directory as that established on the OCR engine server (see previous section). In addition, any projects within a profile that will support OCR must have OCR selected under the Render setting. To establish both of these parameters, proceed as follows…

1. Open your Web Browser.

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

3. Press Enter or click Go. GlobalScan home page appears.

Note: If prompted to enter Administrator Password, please do so and click Login button.

4. Click Manage Profiles menu link.

http://IP Address/gs


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Display reads, for example… 5. If necessary, click the Profile

Name.

Note: If only one profile exists, that Profile’s General settings screen displays.

Display reads…

6. Click Services tab.

Display reads… 7. Click Configure button for OCR

Settings.


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Display reads…

8. Enter OCR Format Root Folder, e.g.,

c:\ocr.

For details on profiles and services, please refer to the GlobalScan Administrator’s Guide, Step 2: Add/Edit a Profile > Services Tab.

9. If necessary, click Update. 10. Now, go to the Projects tab.

Display reads….

For details on projects, please refer to the GlobalScan Ver. 2.0 Adminstrator’s Guide, Step 2: Add/ Edit a Profile > Project Tab.

11. Select OCR from Render drop-down.

12. If ncessary, click Update. You have succesfully completed the GlobalScan Type III Upgrade procedure.

###


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TTyyppee IIVV UUppggrraaddee GGlloobbaallSSccaann wwiitthh RRiigghhttFFAAXX

aanndd OOCCRR PPlluugg--iinnss


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TTyyppee IIVV:: UUppggrraaddee GGlloobbaallSSccaann wwiitthh RRiigghhttFFAAXX aanndd OOCCRR PPlluugg--iinnss Follow the upgrade instructions below for GlobalScan installations running under a 02 CD Key, with RightFAX and OCR Plug-ins. SStteepp AA:: RReemmoovvee GGlloobbaallSSccaann OOCCRR FFiillee CCoonnvveerrssiioonn PPlluugg--iinn 1. From the desktop, click Start > Settings > Control Panel > Add/Remove Programs.

2. Select GlobalScan OCR File Conversion Plug-in.

Display reads…

3. Click Change/Remove.

Display reads…

4. Select Remove radio button.

5. Click Next.



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Display reads… 8. Select “Yes, I want to restart my

computer now” radio button. 9. Click OK. Computer reboots. The GlobalScan OCR File Conversion program has been removed. Please continue…


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SStteepp BB:: RRuunn PPrreerreeqquuiissiittee PPrrooggrraamm If the GS20Prerequisite.exe utility was run during the GlobalScan Status procedure, skip this step. Proceed to Step C: Deactivate GlobalScan. 1. Double-click GS20Prerequisite.exe file.

Display reads…




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SStteepp CC:: DDeeaaccttiivvaattee GGlloobbaallSSccaann Now deactivate the invalid v1.5, 02 CD Key and reactivate using a valid CD Key for GlobalScan v2.0, either 01, 03, 04 or 05.


C.1: Deactivation GlobalScan From Server With Internet Access C.2: Deactivate GlobalScan From Server Without Internet Access

C.1: Deactivate GlobalScan From Server With Internet Access

1. Open the GlobalScan folder.

(default: C:\RICOH\GlobalScan).

2. Double-click the GSActivation icon.

If running a Full Version of GlobalScan, the display reads…




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Display reads…



Display reads…




7. Click Submit.

Display reads…


Display reads…

9. Click OK.


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GlobalScan deactivation is complete. Please go to Step D: Reactivate GlobalScan.


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C.2: Deactivate GlobalScan From Server Without Internet Access Please have your GlobalScan CD Key ready.


(default: c:\RICOH\Global-Scan).

2. Double-click GSActivation

icon.

Display reads…


Display reads…

4. Click Yes.

Display reads…




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If an error occurs, the display may appear as shown at right. Proceed with items 7. – 8., and continue. If no error occurs, proceed directly to item 9., below.



Display reads…






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Display reads...



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SStteepp DD:: RReeaaccttiivvaattee GGlloobbaallSSccaann Continuing from Step C, where you deactivated the 02 CD Key, which is no longer valid, you will now activate with a valid GlobalScan v2.0 CD Key, either 01, 03, 04 or 05.


D.1: GlobalScan Activation on Server With Internet Access D.2: GlobalScan Activation on Server Without Internet Access

D.1: GlobalScan Activation on Server With Internet Access

1. From the GlobalScan folder (default: c:\RICOH\GlobalScan), double-click the

GSActivation icon. 2. Click Activate GlobalScan button.

Display reads…

3. Click Code Activation Web Page button.

Display reads…


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Display reads…

7. Click Exit. Close Windows Explorer

(My Computer).

GlobalScan activation is complete. Please go to Step E: Run Upgrade Program.


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D.2: GlobalScan Activation on Server Without Internet Access

1. From the GlobalScan folder (default: c:\RICOH\GlobalScan), double-click the GSActivation icon.


Display reads…







Display reads…


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Display reads…








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13. Click OK.



14. Click Exit (lower right corner). Close Windows Explorer (My Computer).

GlobalScan activation is complete. Please continue…


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SStteepp EE:: RRuunn UUppggrraaddee PPrrooggrraamm Once you have run the GS20Prerequisite.exe program, deactivated v1.5 and reactivated with a valid GlobalScan v2.0 CD Key, you’re ready to perform the upgrade procedure. 1. Double-click GS20Upgrade.exe file.

Display reads…


Click OK and run the GS20Prerequisite.exe program as outlined in Step B: Run

Prerequisite Program and repeat Step E: Run Upgrade Program.

Display reads…

3. Click Next.

Display reads…


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4. The Wizard will now uninstall your prior version of the RightFAX Plug-in, but will save your GlobalScan v1.5 RightFAX Plug-in settings and apply them to GlobalScan v2.0. To proceed, click OK. Display reads…

5. To initiate the uninstall of the RightFAX Plug-in, click OK. Display reads…

6. Click OK to permanently remove the RightFAX Plug-in. Display reads…

7. Click Finish.

Display reads…

8. The Wizard will now uninstall your prior version of the OCR Plug-in, but will save your GlobalScan v1.5 OCR Plug-in settings and apply them to GlobalScan v2.0. To proceed, click OK.


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Display reads…

9. To initiate the uninstall of the OCR Plug-in, click OK. Display reads...

10. Click OK to permanently remove the OCR Plug-in.


Display reads…

12. To initiate the uninstall of GlobalScan v1.5, click OK. Display reads…

13. Click OK.


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Display reads…


Display reads…

15. Click Ignore.

Display reads…

16. Click Finish.


Display reads…

17. Click OK.


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Display reads…


19. Click Finish. Computer reboots. The GlobalScan upgrade is complete. Please continue…


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SStteepp FF:: IInnssttaallll aaccttiivveePPDDFF TToooollkkiitt ffoorr SSPP66 After successfully running the upgrade program, you must install activePDF Toolkit for SP6. Note, however, that this may not be necessary if SP6 is already present on the GlobalScan v2.0 Server. To check, search for the APToolkit.ocx file. Once located, right-click the filename > click Properties > Version tab > Product Version.

If the screen indicates 3.5.2 SP6 (5208), within the Value field, activePDF Toolkit for SP6 is already installed. If the screen indicates 3.5.2 SP5, proceed as follows to install the toolkit… 1. Locate the ActivePDF folder (on the GlobalScan v2.0 Server software CD). 2. Double-click on aptkit352sp6

installer.


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6. Click Next.

Display reads…

7. Click Next.


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Display reads…


108


(My Computer). The activePDF Toolkit for Service Pack 6 has been successfully installed. Please continue…


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SStteepp GG:: IInnssttaallll GGlloobbaallSSccaann vv22..00 OOCCRR EEnnggiinnee After the OCR Plug-in has been installed (see Install GlobalScan Program or Add GlobalScan Services), it is necessary to perform the following three steps:

G.1: Run the OCR File Conversion Program G.2: Configure the OFC Monitor Program

G.3: Enter OCR Format Root Directory / Select OCR for Project

These procedures (outlined below) are the same, whether installing the OCR engine on the same PC as the GlobalScan Server software or a separate PC. G.1: Run the OCR File Conversion Program 1. Locate/open the OCR Engine folder, then double-click on the ofc2_Setup.exe

icon.

Display reads…

2. Click Next.


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Display reads, for example…

3. To install to this folder, click Next. (To install to a different folder, click Browse, select another folder, and click OK. If this screen is not displayed, go to the next step.)

Display reads…

4. Select a Program Folder.

5. Click Next.

Display reads… 6. Review the displayed

information.

To change any setting, click Back.

To start copying the files,

click Next.


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Display reads…

7. Click Finish.

If the screen at right appears, continue…

8. Click OK (restart the computer).


112

G.2: Configure OCR Monitor Program 1. For OCR processing, if necessary, create a new folder on the local drive* of the

GlobalScan v2.0 Server, e.g., E:\OCR. Note: The previous OCR folder(s) used under v1.5 can be utilized.

*Note: If you install the OCR File Conversion program on a separate PC, you must “share” the OCR folder created in the GlobalScan Server locally. Also, the log-on user - on the PC that has OCR installed - must have permission to access and/or write files to this locally created folder (item 1. above). To share this OCR folder, proceed as follows:

C. Locate the folder on your hard drive.

D. Highlight and right-click on the folder. Display

reads…

F. Click Sharing…

Display reads…

G. Change the Permissions, if desired. H. Click OK.


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

Note: The OCR folder(s) created for GlobalScan v1.5 can be utilized. If new OCR folders are to be used, delete all previous OCR folders.

3. Locate and open OFC.exe (either on the same PC as GlobalScan or on another PC),

i.e., enter the path or Browse to, for example, c:\Program Files\OFC\OFC.exe.

Note: The OFC.exe is a module that configures and executes the OCR & File Conversion service and works in conjunction with GlobalScan to control how and when files are processed, stored and logged. By default, the OCR engine installation will create an OFC shortcut on the PC’s desktop. Display reads…

4. Enter/select the following:

B. Watch Folder Settings

- Select Folder: Enter the folder or click Browse and select the root directory you established in item 1. (previous page).

Note: • If the OCR program is installed on the same PC as

GlobalScan, go to the local drive.

• If the OCR program is installed on a separate PC, go to My Network Places > Entire Network and locate the computer and the folder created in item 1. As shown at right…


114

Return to the OCR & File Conversion screen….

- Set monitoring time interval – Set how often you want to monitor the folder. Note: Select the Start with Windows check box in order to monitor the folder whenever you start the PC.

D. Heartbeat Settings

What is Heartbeat? A Heartbeat is ensured by the “heartbeat.dat” file located in the OCR heartbeat folder, e.g., c:\ocr, which is generated by the “OFCMonitor” service that GlobalScan’s Job Monitor Service examines in order to determine whether or not OCR is up and running. If GlobalScan does not see the updated time stamp of the “heartbeat.dat” file an error condition occurs (No heartbeat), telling the administrator that OCR is down. Refer also to the GlobalScan Administrator’s Guide.

- Select Folder: Enter the path, e.g., c:\ocr, that links GlobalScan to the OCR engine

heartbeat folder or click Browse and select the folder. Note: The path entered here must point to the same folder (either local or network shared) as that entered in the profile Services tab.

- Set heartbeat interval: Enter how often the OCR engine is to create a heartbeat file.

Note: The heartbeat interval set for the OCR engine, e.g., every 5 minutes, should be less than the heartbeat interval set within the profile, e.g., every 10 minutes*.

For more information on heartbeat settings, please refer to the GlobalScan Administrator’s Guide, Step 2: Add/Edit a Profile > Services Tab.

E. Page Settings

- Activation Server Page: Enter path. Path Format:

In the above example, “IPADDRESS” is the GlobalScan Server IP. “GLOBALSCAN ROOT” is the extension Web server name in IIS. Note: Use http or https, as required. Example A: Local Host Path (GlobalScan and OCR on same PC):

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

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

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

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


115

Important: The Activation Server Page path verifies whether your CD key was installed correctly. If the CD key purchased doesn’t include OCR (the optional Plug-in was not purchased), the OCR engine will not start. In addition, if the OCR Plug-in was purchased, but the path was typed incorrectly, the OCR engine will fail to start.

- Language Page: Enter the path

exactly as shown. The localhost can replaced by your DNS Name or IP address.

Note: You can either type the localhost or IP address of the GlobalScan Server, as shown in Example A and B, respectively. Use http or https, as required.

Important: The OCR Default Language list will now be displayed within the GlobalScan Admin Module, provided that the Language page was correctly entered. Please refer to the GlobalScan Administrator’s Guide, Step 2: Add/Edit a Profile, Services Tab/OCR Configuration for additional information.

5. Click on OCR Settings button.

Display reads…

6. Under Export, map the sub-folders (created/chosen in item 2. above) to each file format.

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

7. Click OK.

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


116

8. Click the Log Settings button.

Display reads… 9. Enter/select the following:

- Log Folder: To locate a Log folder, enter the path or Browse. Note: You must first create the Log folder, e.g., c:\ExperVision.

- Log Option: Select how often you want a new log file created and the storage path. - View Log File: Click to view contents of Log File. Click [X] to close window.

10. Click OK to close Log Settings screen.

11. Press Start to start the OCR engine.

12. If desired, minimize [ _ ] screen.

Important: Starting the OCR engine is not complete until after performing Step G.3: Enter

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

GlobalScan’s Scan Settings screen (displayed on MFD touch screen).

Note: If an error message appears, it may indicate the OCR Plug-in has not been purchased. In that event, the OCR File Conversion program will not run.


117

Accuracy of OCR results will vary. For example, scanning a document to Excel may shift columns of data and, therefore, does not result in an exact duplicate of the original (hard copy image). Users have two options, (1) edit the new file accordingly; (2) select another format, e.g., MS Word.

For more information on resolution, file format, and other scan settings, see GlobalScan Ver. 2.0 User’s Guide, Step 3: Scan To Folder, About Scan Settings and Step 6: Select Scan Settings for details.


118

G.3: Enter OCR Format Root Directory / Select OCR for Project In order to perform OCR (Optical Character Recognition) from the MFD control panel, i.e., convert the image into one of many file formats (e.g., RTF, Excel, PDF, TIFF, JPEG, etc.), the profile’s Services tab (accessed via the GlobalScan Admin Module) must have the same OCR format root directory as that established on the OCR engine server (see previous section). In addition, any projects within a profile that will support OCR must have OCR selected under the Render setting. To establish both of these parameters, proceed as follows…

1. Open your Web Browser. 2. Enter GlobalScan Server IP Address or Computer Name, for example:

3. Press Enter or click Go. GlobalScan home page appears.

Note: If prompted to enter Administrator Password, please do so and click Login button.

4. Click Manage Profiles menu link.

http://IP Address/gs


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Display reads, for example… 5. If necessary, click the Profile

Name.

Note: If only one profile exists, then the profile’s General settings screen displays.

Display reads…

6. Click Services tab.

Display reads… 7. Click Configure button for OCR

Settings.


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Display reads…

8. Enter OCR Format Root Folder,

e.g., c:\ocr.

For details on profiles and services, please refer to the GlobalScan Administrator’s Guide, Step 2: Add/Edit a Profile > Services Tab.

9. If necesssary, click Update. 10. Now, go to the Projects tab.

Display reads….

For details on projects, please refer to the GlobalScan Adminstrator’s Guide, Step 2: Add/ Edit a Profile > Project Tab.

11. Select OCR from Render drop-down.

12. If necessary, click Update. You have successfully completed the GlobalScan Type IV Upgrade procedure.

###


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AAppppeennddiixx


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AAppppeennddiixx 11:: TTrriiaall VVeerrssiioonn UUppggrraaddee Follow the upgrade instructions below for GlobalScan installations running under Trial Version (01 CD Key), without Plug-in(s). SStteepp AA:: RRuunn PPrreerreeqquuiissiittee PPrrooggrraamm If the GS20Prerequisite.exe utility was run during the GlobalScan Status procedure, skip this step. Proceed to Step B: Deactivate GlobalScan. 1. Double-click GS20Prerequisite.exe file.

Display reads…




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SStteepp BB:: RRuunn UUppggrraaddee PPrrooggrraamm Once you have run the GS20Prerequisite.exe program, deactivated v1.5 and reactivated with a valid GlobalScan v2.0 CD Key, you’re ready to perform the upgrade procedure. 1. Double-click GS20Upgrade.exe file.

Display reads…



Prerequisite Program and repeat Step B: Run Upgrade Program.

Display reads…

3. Click Next. Wait a moment…

Display reads…



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Display reads…


Display reads…


8. Click Finish.



125


Display reads…


11. Click Finish. The GlobalScan upgrade is complete. Please continue…


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SStteepp CC:: IInnssttaallll aaccttiivveePPDDFF TToooollkkiitt ffoorr SSPP66 After successfully running the upgrade program, you must install activePDF Toolkit for SP6. Note, however, that this may not be necessary if SP6 is already present on the GlobalScan v2.0 Server. To check, search for the APToolkit.ocx file. Once located, right-click the filename > click Properties > Version tab > Product Version. If the screen indicates 3.5.2 SP6 (5208), within the Value field, activePDF Toolkit for SP6 is already installed. If the screen indicates 3.5.2 SP5, proceed as follows to install the toolkit… 1. Locate the ActivePDF folder (on the GlobalScan v2.0 Server software CD). 2. Double-click on aptkit352sp6

installer.


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6. Click Next.

Display reads…

7. Click Next.


128



Display reads…


129


(My Computer). The Trail Version of GlobalScan has been successfully upgraded.

###

Ricoh Corporation, Five Dedrick Place, West Caldwell, NJ 07006

Phone (973) 882-2000 • Web Site: http://ricoh-usa.com 9/05 Rev. 1

Documents

Server Software Upgrade Guide - Ricoh USArfg-esource.ricoh-usa.com/stellent/groups/public/... · The GlobalScan v2.0 upgrade utilities (provided with your new GloblaScan v2.0 CD Key)