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Interwoven WorkSite Framework

*

User’s Guide

Contents

About GlobalScan

...

4

About Interwoven

...

4

MFD Operation

...

5

Step 1: Place Document...

5

Step 2: Login ...

5

Step 3: Select Database, Index

Fields & Folder ...

7

Step 4: Select Scan Settings...

11

Step 5: Start Scan ...

11

Step 6: Review Job Log ...

12

Step 7: Logout ...

12

Appendix

FAQs ...

13

MFD Error Codes ...

14

August, 2004

(2)

 Copyright 2004 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.

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Multifunctional Device

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GlobalScan enables a multifunctional device (MFD) to quickly scan documents to e-mail,

or a folder, as well as perform OCR, fax and document management functions.

GlobalScan’s integration with Interwoven WorkSite,

specifically, provides an integrated solution for document and

content management via the Internet. Through this dynamic

link with GlobalScan, Interwoven WorkSite enables

enterprise-wide collaboration and access to business information.

This powerful, yet easy-to-use, paper document capture and

distribution system works seamlessly with your existing mail

infrastructure to significantly boost workgroup productivity by

combining network scanning functionality within an accessible

copier platform.

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Interwoven, Inc. is recognized as a world-leading provider of content management

software solutions for the enterprise, as well as a leading source for software utilized in

legal application environments, where reliability, flexibility and accuracy are crucial for

every user and client.

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128-bit security with

HTTPS & SSL for every

image scanned

ƒ

Direct interface through

the MFD

ƒ

Ad-hoc e-mail addressing

(through soft keyboard)

ƒ

Ability to read unlimited

access to the Global

Address Book with no

limitations

ƒ

Network Login

Authentication for NT,

Novell and LDAP

*

ƒ

Integrates seamlessly

with existing network

infrastructure

ƒ

Combines e-mail

functionality within an

accessible copier platform

ƒ

LDAP support for Global

Address Book lookup

ƒ

Up to 100 multifunctional

devices supported

*

Interwoven will utilize WorkSite

authentication

.

ƒ

128-bit security with

HTTPS & SSL for every

image scanned

ƒ

Ability to scan files for

delivery to e-mail from

remote locations

ƒ

E-mail any document to

any destination at the

touch of a button

ƒ

Scan to PDF, TIFF and

JPEG (color) formats

(standard)

ƒ

Scan to PDF image/text

for searchable files

(option)

(5)

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Place the document you wish to scan to the

iManage server face up on the automatic

document feeder (ADF) or face down on the

platen glass.

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Log in to the GlobalScan Server as follows…

1.

Press

Scanner

key on device control panel. Display reads…

2.

Press

Login

button. Display reads…

Note: Asterisk (*) indicates required field.

ADF

Scanning

Login

Email Document

Email DocumentEmail Document

Welcome to GlobalScan

Index Fields

Index FieldsIndex Fields Folder

FolderFolder Database

DatabaseDatabase

Scan Settings

Scan SettingsScan Settings Job Log

Job LogJob Log

Please Login

Cancel Login

(6)

3.

Press

User Name

field. Software keyboard appears.

4.

Enter valid

User Name

(case-insensitive). The maximum length of a user name is 64

characters (alphanumeric).

5.

Press

OK

. Display reads, for example…

6.

Repeat steps 3 – 5 to enter

Password

field. Display reads, for example…

7.

Press

Login

button. Display reads…

Cancel Login

User Name *

Password *

John

Cancel Login

User Name *

Password *

John

******

Logout Email Document Index Fields

(7)

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1.

Press

Database

button.

Display reads, for example…

2.

Press (highlight) entry on

Database List

. Display reads, for example…

Database List

Accounting

Finance

Human Resources

OK

Database:

Cancel

Database List

Finance

Human Resources

OK

Database:

Accounting

Cancel Logout Email Document Index Fields

Index FieldsIndex Fields

(8)

3.

Press

OK

. Display now reads…

4.

Press

Index Fields

button. Display reads, for example…

5.

Press

Type

drop-down (down arrow). Display reads, for example…

6.

Press (highlight)

Type

, e.g, TIFF. Press

OK

.

Index Fields

is enabled

Logout Email Document Index Fields Folder FolderFolder Database Scan Settings Job Log Logged in

Welcome to GlobalScan

Please Enter Document Profile

(9)

7.

Press

Class

drop-down (down arrow). Display reads, for example…

8.

Press (highlight)

Class

, e.g., MEMO.

9.

Press

OK

.

10.

Press

Description

field. Software keyboard is displayed.

11.

Enter

Description

. Press

OK

. Display reads, for example….

OK Cancel JPEG MEMO TASK TEXT Class

Please Enter Document Profile

OK Cancel Reset Type * Class * Description TEST TIFF MEMO 1 2 3 4 5 6 7 8 0 -q w e r t y u i o p ]

Pls Enter Backspace Backspace Backspace Delete AllDelete AllDelete All

Shift Lock Shift

(10)

12.

Press

OK

again. Display reads…

13.

Press

Folders

button. Display reads…

14.

Press (highlight)

Folder

you would like to scan the document to.

Note: Folders with an arrow preceding the name contain subfolders. To select

a subfolder, simply press the folder/subfolder name.

Logout Email Document Index Fields Folder Database Scan Settings Job Log

Please Select a Folder to Scan or Email Document

Welcome to GlobalScan

Folder

is

enabled

Logout Email Document Database Index Fields Folders Scan Settings Job Log

Folder List for john

Please Select Email Document to send e-mail

(11)

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)

Select scan settings

, if desired. (For details on scan settings, please refer to the

GlobalScan User’s Guide

,

Step 6:

Select Scan Settings

.)

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1.

Press

Start

key on device control panel. Display reads: “

Processing your

documents. Please wait….

The Start key will turn from red to green

*

when the following conditions are met:

(1)

A

document is set

on the document feeder or platen glass

**

(2)

You are logged in with

valid user information

(3)

A

folder

,

e-mail address

or

fax number

has been specified

When all pages are saved, control of the touch-screen is returned so that another

function can be performed, for example, the Job Log can be reviewed (see next

section).

Notes:

*

The Start key must be illuminated green in order to initiate a scan.

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To confirm that the document was successfully transmitted, or if an error has occurred,

proceed as follows:

1.

Press

Job Log

button. Display reads...

2.

Press

Exit

.

GlobalScan Welcome screen appears.

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To end the session, you must log out. To do so, simply press the

Logout

button.

The display returns to Copy Mode.

Sender Date/Time Document Name Pages Status

Sales Aug. 22 8:21 AM 1 Done

Page: 1/1 EXIT

August Price List

Logout Email Document

Index Fields

(13)

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Frequently Asked Questions:

Q. When scanning a document, using Interwoven WorkSite, where is the file deposited

(scanned to)?

A. The file will scan to the folder the user selected.

Q. How does the user access the file after uploading a document to the Interwoven

WorkSite server?

A. The user can use the Interwoven DeskSite software, or any available client, to view the file.

Q. When running the Interwoven WorkSite within GlobalScan, which client version of

DeskSite must be installed on the GlobalScan server?

A. DeskSite 6.0.1 or above client software must be installed on the GlobalScan Server.

Q. Which Interwoven WorkSite Server software version does GlobalScan support?

A. GlobalScan supports Interwoven WorkSite 5.0 to 7.1.

Q. When scanning, must I choose a Database?

A. Yes. A Database must be selected before you can continue with the scan process.

Q. When scanning, must I choose a Folder?

A. Yes. A Folder must be selected before you can continue with the scan process.

Q. Can I select more than one Database to scan to?

A. No. Only one Database can be selected at a time.

Q. Can I select more than one Folder to scan to?

A. No. Only one Folder can be selected at a time.

Q. Which features will be disabled when I use this plug in?

A. Standard Authentication (NT, LDAP and Novell) and scan-to-folder (local or network)

functions are disabled.

Q. What kind of “rights” need to be assigned to the Proxy User?

A. The Proxy User must have administration rights, and the user must be in the NRTADMIN

group.

Q. When using the DeskSite client, should I use the trusted NT authentication?

A. No. Use the Auto login.

Q. If the user does not have a WorkSite login (User Name and Password), can he/she

still scan a document?

(14)

MFD Error Codes

Error

Code

MFD*

Screen Prompt

Explanation

Solution

101 Get profile failed. Please ask administrator for help.

Cannot get the profile from server.

Check the following:

1. If the IP address of the GlobalScan Server is entered correctly. If not, correct and reboot MFD.

2. If the IP address of the GlobalScan Server is entered correctly, then check that the DNS entry is correct. If not, correct and reboot MFD.

3. If the IP address of the MFD and the GlobalScan Server are in the same Subnet. If not, correct the IP of the MFD and reboot.

4. If the Proxy setting is correct, if applicable. If not, correct and reboot MFD.

5. If the network connection is maintained. If not, correct and reboot MFD. 6. If the IUSR and IWAM users for the

GlobalScan Server match the computer name of the PC. If not, create them.

102 Login failed. Try again. Incorrect user name or password has been entered.

Enter the correct user name and password.

103 Failed to download

Organization Unit. Try Again.

Cannot download Organization Unit from LDAP server.

Check the LDAP setting in the GlobalScan Server for the MFD.

104 Please logout first. Tried to go to another screen before logging out.

Press Logout button before switching.

105 Failed to download Address

Book. Cannot download addressesfrom LDAP Server. Check the LDAP setting in the GlobalScanServer for the MFD.

106 No email recipient. Please select email document.

Tried to send email without entering recipient.

Select the recipient from the Address Book, or manually enter address.

107 Invalid proxy port number. Try Again.

The proxy port number entered is not numeric.

Enter a numeric proxy port.

108 Account name is not specified.

Please enter domain name. For version 1.3 firmware only,the Domain, Tree or Context name is not entered.

Enter the required data.

109 User name is not specified.

Please enter user name. The user name is not enteredfor authentication. Enter the user name.

110 Please input at least 2 characters.

When performing email address look-up by name (recipient), at least two characters are required to perform search function.

Enter at least two characters for searching.

111 GetEmailAddr() failed. Try Again.

MFD can’t get the required XML file correctly.

Press OK and perform a second time to clear. If not cleared, reboot the MFD.

112 GlobalScan Server has no response!

Cannot connect to the GlobalScan Server.

1. Check the GlobalScan Server IP address.

2. Check the network connection. 3. Check the server to see if GSMon (for

version 1.3) is running or the GlobalScan Job Monitor services (for version 1.4) is running.

113 Failed to get file system

information. The file for GlobalScan is notfound. Reboot the MFD.

114 Hard disk is getting full. Please wait for a while. If this error continues to happen, please reboot.

The space allocation for file storage is almost full.

Wait for a while, then scan document again. If this error continues to happen, reboot MFD. Note: If you power down the MFD at this time, all documents that have not been processed will be lost.

(15)

Error

Code

MFD

Screen Prompt

Explanation

Solution

115 No valid email address available.

The email address is not valid. Enter the correct format for searching.

116 Too many email recipients. Too many email recipients selected

Limit number of email recipients.

117 Invalid email address. The email address entered is not valid.

Check the email address format. It should be [email protected].

118 Invalid DNS IP. The entry is not in the IP address format.

Make sure the format is: xxx.xxx.xxx.xxx.

119 Invalid GlobalScan Server IP

The address entered is incorrect. Check the address entered.

120 Invalid GlobalScan Server IP. For name resolving, please enter DNS IP.

The format is incorrect. Check the format.

121 Invalid Proxy IP. The address entry is not valid. Check the format.

122 Invalid Proxy IP. For name resolving, please enter DNS IP

The data entered is not valid. Check the format.

123 Machine Registration Failed. Max Number of Machines Exceeded. Please Contact Administrator.

The max. number of MFDs registered has been reached. Can’t connect any more.

Check the server to see if the number of MFDs connected has reached the maximum specified in the CD key(s).

124 No valid email address/fax number available.

The entered search criteria returns no result.

Check the search criteria.

125 No folder/email recipient/fax number. Please select a folder or email document or fax document.

The Start button has been pressed without selecting a folder, fax number or e-mail address.

Select a folder, fax number or e-mail address before pressing the Start button.

126 A filename cannot contain any of the following characters: \\/:*?\"<>|.

File contains invalid character(s). Remove invalid character(s).

127 No matches found. Return no matching value for search.

Change the search criteria and try again.

128 Get login page failed. Please ask administrator for help.

Can’t get the login page. Check the server. Reboot MFD if this continues to happen.

129 Required login Info empty. The login information required is not filled in.

Enter the required information.

130 Failed to download file format list.

Can’t download folder list. Reboot the MFD.

131 The number of customized fields exceeds the limit.

Only two customized fields are allowed.

Contact Technical Support.

132 Server Returns Error Without Reason.

Unexpected error is returned from server.

Reboot MFD. If this problem continues, contact Technical Support.

201 Scan failed. Try again. Can’t start scan. Reboot MFD. If this problem continues, contact Technical Support.

202 Scan failed: paper jam. Try again.

Paper jam has occurred. Clear the paper jam and start scan again.

203 Cannot detect original size. Select scan size and reset originals. Scanning cancelled.

No document is in the ADF or on the platen glass for scanning.

Place a document in ADF or on platen glass and start scan.

204 Scan failed. Cannot create scan files.

Failed to create scan file. Reboot MFD. If this problem continues, contact Technical Support.

205 Scan failed. Cannot get file info.

Failed to get file information about the scanned document.

Reboot MFD. If this problem continues, contact Technical Support.

206 Scan failed. Cannot get page info.

Failed to get page information about the scanned document.

Reboot MFD. If this problem continues, contact Technical Support.

207 Scan failed. Cannot open the page.

Open page failed. Reboot MFD. If this problem continues, contact Technical Support.

208 Scan failed. Cannot close the page.

(16)

Error

Code

Screen Prompt

MFD

Explanation

Solution

210 Scan failed. Cannot get

work area. Failed to get the working area inthe MFD. Reboot MFD. If this problem continues,contact Technical Support.

402 Get Folder failed. No folder information obtained. Reboot MFD. If this problem continues, contact Technical Support.

403 Please select a folder to upload.

No folder is selected for upload purposes.

Select a folder.

404 There is no folder list. No folder information entered in

Server. Check with the server to see if there is anyfolder list created.

501 Getting Information from Server failed.

Can’t get information about Database or DocBase or other.

Reboot MFD. If this problem continues, contact Technical Support.

502 Please Make a Selection. No value selected. Please select a value and try again.

601 Getting Information from Server failed.

Failed to get information from the server about Document Type or else.

Reboot MFD. If this problem continues, contact Technical Support.

602 Please Make a Selection. Did not select a value. Select a value.

701 Getting Information from

Server Failed. Failed to get information aboutthe Index. Reboot MFD. If this problem continues,contact Technical Support.

702 Required Field Cannot Be Empty.

The required field is not filled in. Enter the required information.

703 Server Returns Error Without Reason.

Unexpected error occurs when trying to query the Index.

Reboot MFD. If this problem continues, contact Technical Support.

802 Get Srvc Info failed. Failed to get service information

from the GlobalScan Server. Check the server setting and reboot MFD. Ifthis problem continues, please contact Technical Support.

Error in Job Logs

Error. Can’t upload to the server. Check the communication between server and MFD. If this problem continues, reboot MFD. If not resolved, contact Technical Support.

80040002 Error Loading XML file GSJMServ2: Automation error. Can’t enumerate any more because the associated data is missing

User has entered an ampersand (&) or less than (<) symbol in an e-mail subject, document name or fax note.

Users should not enter an ampersand (&) or less than (<) symbol in an e-mail subject, document name or fax note field.

(17)

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