Planning and Installing Overview 1
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RICOH ProcessDirector™ for Windows Planning and Installing Overview 1 Planning for installation 2 Version 3.9.3 Upgrading 3 Installing 4 Completing post-installation tasks 5 Starting, stopping, and uninstalling 6 Installation planning checklist 7 Accessibility For information not in this manual, refer to the Help System in your product. Read this manual carefully and keep it handy for future reference. TABLE OF CONTENTS Introduction Important............................................................................................................................................ 4 Cautions regarding this guide............................................................................................................. 4 Publications for this product ................................................................................................................ 4 How to read the documentation ......................................................................................................... 5 Before using RICOH ProcessDirector .................................................................................................. 5 How to use the manuals ..................................................................................................................... 5 Related information ............................................................................................................................ 7 Symbols.............................................................................................................................................. 7 Abbreviations ..................................................................................................................................... 8 Trademarks......................................................................................................................................... 9 New in this release...........................................................................................................................10 1 Overview Components ........................................................................................................................................23 Features............................................................................................................................................25 Extended features.............................................................................................................................32 Compatible products ...........................................................................................................................32 2 Planning for installation Task checklist .......................................................................................................................................35 Hardware requirements .......................................................................................................................36 Primary computer .............................................................................................................................37 Other hardware requirements...........................................................................................................39 Secure Sockets Layer and Transport Layer Security support.................................................................39 Considerations for virtual and cloud environments ...............................................................................40 Enabling Transport Layer Security........................................................................................................40 Installing required software..................................................................................................................43 Installing a Windows Operating System...........................................................................................44 Installing a Web browser .................................................................................................................46 Running the prerequisite checker..........................................................................................................49 Planning for optional software .............................................................................................................49 Job submission..................................................................................................................................50 Data transforms....................................................................................................................................51 Supplied fonts......................................................................................................................................52 Formatting PDF banner pages..............................................................................................................53 1 3 Upgrading Upgrading to Version 3.9 or higher.....................................................................................................55 Backing up data ..................................................................................................................................57 Upgrading the DB2 database..............................................................................................................58 Completing the upgrade process .........................................................................................................59 4 Installing Task checklist .......................................................................................................................................61 Preparing the primary computer for installation....................................................................................62 Disabling User Account Control ...........................................................................................................63 Downloading installation files ..............................................................................................................63 Installing from a remote directory.........................................................................................................64 Installing the base product ...................................................................................................................65 Troubleshooting installation errors........................................................................................................67 5 Completing post-installation tasks Task checklist .......................................................................................................................................69 Configuring to use IPv6 addresses .......................................................................................................70 Logging in for the first time ...................................................................................................................71 Verifying the installation .......................................................................................................................71 Deleting temporary installer files ..........................................................................................................72 Installing features .................................................................................................................................72 Installing features using Feature Manager ........................................................................................73 Adding or upgrading a feature using Import Package ......................................................................74 Installing Ricoh Transform features....................................................................................................76 Downloading and installing license keys..............................................................................................77 Configuring RICOH ProcessDirector ....................................................................................................79 Enabling Transport Layer Security........................................................................................................79 Scheduling automatic maintenance......................................................................................................82 Replacing your control files with the sample files..................................................................................82 Copying objects from another system...................................................................................................84 Installing and configuring the pdpr script .............................................................................................86 Setting up to use LDAP authentication ..................................................................................................88 Communicating between RICOH ProcessDirector and the LDAP server................................................91 Formatting PDF banner pages..............................................................................................................92 Installing a RICOH ProcessDirector product update.............................................................................92 Preparing for the update...................................................................................................................92 2 Downloading and installing update packages..................................................................................94 6