Modular Object Scanning Technology (MOST)

Transcription

1 Modular Object Scanning Technology (MOST) 7/21/2016 The Perfect Scanning Solution

2 MOST 2 Table of Contents Introduction... 5 About MOST... 5 System Requirements... 5 Hardware Requirements... 5 Virtual Servers... 6 SQL usage related to MOST and Reform... 6 Antivirus Information... 6 Windows Account Requirements... 6 MOST Desktop System Requirements... 7 Overview of MOST... 7 Tabs and Collections... 7 Users and Groups... 8 MOST Process Flow... 8 Terminology... 9 Quick Setup Guide... 9 MOST Server Installation... 9 First-Time MOST Setup and Connection Test Understanding and Working with the Default MOST Screens Scan To Folder Setting Maximum PDF Attachment Size Designing Your First MOST Tab Chapter 1: Installation Guide Components MOST Java Client MOST Manager MOST Designer MFP Control Center MOST Desktop Installing MOST on your MFP: Getting Started Installing from the MFP Control Center Ricoh - Installing from the Web Image Monitor Ricoh - Installing from the MFP s built in Web Server Starting and Stopping MOST MFP Alert Service The MOST Manager: Configuring and Managing MOST Configuring MOST with the MOST Manager... 62

3 MOST Running MOST as a Service Managing MOST Chapter 2: Using MOST on your MFP Log In to MOST Card reader login Chapter 3: Using the MOST Designer Managing Users and Groups Adding/Deleting Users and Groups Configuring Users and Groups Managing Collections Creating New Collections Modifying Collections Deleting Collections Managing Tabs Creating New Tabs Modifying and Deleting Tabs Exporting Tabs Importing Tabs Adding the Guest Account Adding Guest to the MOST Designer Adding Guest to the MOST Manager Chapter 4: The MOST Screen Design Components Button Objects Edit Data Log Out Preview Process Process All Process Data Pull Data Save To Global Smart Search Checkbox Objects Checkbox Enable/Disable ComboBox Objects ComboBox Scan Setting Label Objects... 97

4 MOST ListBox Objects Editable ListBox ListBox Tree ListBox TextBox Objects Chapter 5: The MFP Control Center MFP Control Center Menu MOST Settings General Settings Scanning IP Ranges MFP Diagnostic Tool Chapter 6: Licensing Configuring MFP Alerts for Ricoh Devices How to Join Two MOST Servers Maintenance Troubleshooting MOST Issue Ticket Scan To Folder Issue Ticket

5 MOST 5 Introduction About MOST MOST (Modular Object Scanning Technology) is a comprehensive scanning solution consisting of customizable modular components. Through seamless integration, MOST provides full management and customization of multifunctional device activities, including faxing, ing, file saving and archiving. MOST has the capability to grant users and groups, access to certain MFP functions based on their credentials. It can also keep track of copy activity per MFP, user, or on a group basis. Furthermore, MOST Alerts can send out notifications to the appropriate persons about various MFP statuses. In addition, MOST provides a What-You-See-Is-What-You- Get console interface design tool that offers an easy way to create, manage and deploy users, groups and MFP interfaces. MOST also offers RSA/SSL encryption, Active Directory (LDAP) authentication and integration with other third-party products to produce a highly scalable solution that will meet the demands of any organization. Printers can be used with MOST to release prints using the Print To Me technology. System Requirements Reform 15 Enterprise or Reform 15 PDC For Evaluation and Demonstration: Windows Vista, Windows 7, Windows 8, Windows 2008 Server, or Windows 2012 Server (64 Bit only) For Production Systems: Windows 2008 Server or Windows 2012 Server (64 Bit only) Microsoft SQL Server (SQL Server Express will be automatically installed by the MOST installer) Microsoft.NET Framework v4.5 (installed automatically if not present on the current system) If functionality is desired with MOST, the Reform plug-in is required. Virtual servers are fully supported. MFP / Printer requirements (Note: Visit for the latest list of supported devices.): o Ricoh: requires a Java-Enabled device (The latest version of the JavaTM Platform should be installed on the MFP and printers.) o HP: requires a Future Smart device o Lexmark: requires a Firmware version 2, 3, or 4 device. Hardware Requirements Production System Recommendation for Typical Load of about MFPs (These numbers are only estimations. High load environments may require multiple servers, or additional hardware.) Multiple servers can provide redundancy as well as load balancing. Pentium 4 Processor 4 GB RAM HDD Space 100 GB (Redundancy recommended)

6 MOST 6 Battery Backup (UPS) Virtual Servers Both VM Ware and Hyper-V are tested and supported. Document throughput maybe affected due to the nature of virtual machines. VM will distribute and divide the Network card, Hard Drive and Processor among the other VMs being supported by the physical server. SQL usage related to MOST and Reform The most important part of our solution to keep in mind is the database size. Determining the amount of data / Metadata that will be saved as well as the throughput, retention policies and backup schedules to be used will help determine the type of SQL server necessary to effectively implement the solution. Antivirus Information Typically antivirus must be configured to exclude the directory of the Reform/MOST software. This is because anti-virus applications may interfere with the software. For example, in some cases it may cause a service to take longer than expected to start. This could cause the service to time out and fail to start. Antivirus may lock temporary files to scan them while the files are in use by our application. This could cause sporadic issues such as delays or lost documents since files are not able to be processed when they are locked. There are two rules for best practices: 1. The antivirus software should exclude the directory where the software is installed. (For Example: C:\Program Files\Reform \ ) 2. The firewall/antivirus should allow SMTP s to be sent from the server Windows Account Requirements Two (2) Domain Accounts: o One account for running the services. Password should not expire. This account needs log on as a service rights. o One account for logging onto the server and configuring the software. (This is to ensure someone doesn t accidentally lock out the service account.) Both accounts should be a local administrator on the Reform servers. These accounts should have full access to the external SQL server (if required). To begin implementation the SQL Express that is installed with the Reform PDC software can be used until the external SQL server is prepared. All of the data in the SQL Express database can also be easily migrated into the external SQL server.

7 MOST 7 MOST Desktop System Requirements Pentium 4 Processor 2 GB RAM HDD Space 5 GB Microsoft.NET Framework v2.0 Installed Windows Vista, Windows 7, Windows 8 (32 Bit and 64 Bit Operating Systems are Supported) Overview of MOST MOST resides on the MFP (Multi Functional Peripheral or Printer). It communicates with the MFP and interfaces with a distribution service that will process user input and turn it into an automated task. For instance, if a user would like to browse and scan to their home folder, scan to and scan to a third party application such as fax or archive, MOST can provide the user with a simple or advanced interface to easily accomplish this without having to scan the document more than once. To accomplish this feat, MOST utilizes a modular system of Tabs and Collections. The Microsoft Active Directory user and group permissions are then applied to the Collections or groups of Tabs. Assign Users to Groups through Active Directory User Group Assign Collections to Users and Groups Collection Collection Assign Tabs to Collections Collection Group Collection Tab Tab Tabs User s User s Tabs and Collections Tabs are composed of interface objects geared towards a specific activity. They contain text boxes, drop down menus, buttons, etc. Tabs are self-contained and independent from other

8 MOST 8 Tabs. In the diagram below, you will notice a Tab created for each scan activity (Archive, Fax, , and Process). A single Tab, or several related Tabs, can be grouped into a single Collection or assorted collections. The diagram below displays three different collections: Front Office, Warehouse and Marketing. Collections are independent of each other, i.e, the Front Office Collection can have entirely different Tabs from the Warehouse Collection. Tabs are included in Collections. Collections are assigned to users and users are organized into groups. Tabs Front Office Warehouse Marketing Collections Archive Fax Process Users and Groups The Collections available to an individual are customizable in two ways: through the individual s Active Directory User name or through the associated group. It is also possible to create a user that exists and only has access to MOST without the need for Active Directory. Different collections may also be assigned to different users. The Collection displayed for UserA may be different than the collections displayed for UserB. MOST will also use Active Directory groups to apply permissions. For example, the group Accounting is configured to view the Front Office and Accounting Collections. If a user from the Accounting group logs into MOST, that user will see the Collections for Front Office and Accounting. To take the concept a step further, if the Manager of Accounting is part of the Accounting group, but also has a special Collection assigned to his username, he would be able to see everything the Accounting group encompasses in addition to his own special Collection. Users and groups are also used in the cost accounting features of MOST. Users and groups can be configured to track, restrict or limit users and groups access to MFP functions such as copying, faxing, and scanning. MOST Process Flow The MOST software is installed on one or more Windows Servers. The MOST Client Application is installed onto a variety of MFPs, printers, or desktops. When MOST is used to process documents, the documents are scanned and sent to the MOST Manager on one of the MOST servers. The MOST Manager will process the documents based on the settings configured on the MOST server. Once processing is complete, the documents are sent to the distribution service. From the Reform distribution service, the documents are printed, faxed, ed or archived as indicated by the Tab settings and user input.

9 MOST 9 Windows Server Communication Service OCR Service Distribution Service Web Monitor Terminology Here is a list of terms that you will find throughout this document: Tabs: Compilation of interface objects designed for a specific purpose. The tabs are located along the left side of the screen. Tabs can be created and modified. Collections: A group of Tabs. Collections can be modified and customized to include or exclude Tabs. Users and groups of users can have more than one collection. Collections are listed across the top of the console interface. On-screen keyboard: A touch screen version of the keyboard. The on-screen keyboard can be accessed by pressing anywhere on an input field. MOST Desktop The MOST Client that runs on a workstation. Quick Setup Guide To quickly start using MOST, read the following sections in order: 1. Introduction: About MOST (optional but recommended) 2. Chapter 1: Section 1.2 Installing MOST on your MFP: Getting Started 3. Chapter 1: Section 1.3 Starting and Stopping MOST 4. Chapter 1: Section 1.4 The MOST Manager: Configuring and Managing MOST 5. Chapter 2: Section 2.1 Log in to MOST MOST Server Installation To install MOST, download and run the MOST installation routine. This installation routine can be found at in the Downloads section.

10 MOST 10 The installer will launch. To install MOST, click Next and the process will begin. MOST will install SQL Server Express and.net Framework requirements if they are not already present. After it completes, click Finish. MOST is now installed. If a dedicated SQL Server will be used for MOST, SQL Server Express will still be installed in order to populate the database that is used for the software. One can then migrate the database into the dedicated SQL Server. Lastly, to finish the configuration, the installed OBDC connection (FSMonitorDatasource) should be redirected to the dedicated SQL Server. The default installation directory for Reform and its plugins is C:\Program Files\Reform \. If you have changed the path during the Reform installation routine, please refer to the appropriate path instead of the default one referenced throughout this document. First-Time MOST Setup and Connection Test At this point, you should have a basic understanding of the functionality of MOST. In this tutorial, we re going to be using the included MOST Desktop to simulate a MFP running MOST and connecting to a MOST server. Essentially whatever you can do on the MFP, you can carry out using MOST Desktop. Therefore, there is no MFP required for this portion of the tutorial. We will then use one of the MOST tabs that are included with the default MOST installation to perform a Scan To Folder operation, which will scan pages from your MFP and save them to a file on your computer. 1. The first thing we need to do is start the server side of the MOST application so that we can connect to it from MOST Desktop. Open the MOST Manager by going to: Start > Programs > Reform > MOST > Manager 2. The MOST Manager will load and the server will be started.

11 MOST You can see that the MOST Manager is running by looking in the bottom left corner of the window for the status text. Make sure that it is started; if it is not, click the green Play button on the top left of the window. We also need to get the IP address of the server, so in the left tree view, click on Manager, and take note of the IP. 4. Now, minimize the MOST Manager to the system tray. We need to start the Reform Spooler so that it can process the files that MOST is going to generate at the end of this tutorial. Go to Start > Programs > Reform > Spooler 5. Within the Spooler application there are Start, Stop and Refresh buttons right below the menu bar. Make sure the spooler is running by clicking the blue Play button on the topleft of the window, as shown below.

12 MOST On the bottom left of the Spooler window, you will see the status change to Start once it has started successfully. You can now minimize the Spooler. 7. Next, run MOST Desktop by going to Start > Programs > Reform > MOST > Misc > MOST Desktop. *You can also make a shortcut to MOST Desktop on the desktop for your convenience by right clicking on the MOST Desktop icon and going to Send To > Desktop (Create ShortCut). 8. Upon opening MOST Desktop, the application will launch and you will see the emulated MFP screen just as if you were in front of an physical machine. 9. There should be an Options button above the Log In button which will allow us to configure which server and port to connect to. If this button is not present on MOST Desktop, you must first type most:options as the Username and leave the password blank. In order to edit a field (enter data), simply use your mouse to select the field and then use your keyboard to type. If you were at the MFP, you would click the field and an onscreen keyboard would popup.

13 MOST After doing so, click Log In and the Options button will appear. 11. Now, click on the Options button to set the IP address of the server, as well as the port number. Type in the IP address from the MOST Manager from earlier, and then type the port number, which is

14 MOST Click OK on the Options screen, then log in with the username demo and the password demo. This account is automatically set up when you first install MOST. 13. The emulator will now connect to the MOST server and login. Once it logs in, you will see a series of collections and tabs. For this tutorial, we will be using the Shared tab in the Scan to Folder collection. To access the Shared tab, click Shared on the left side of the screen. 14. You will notice several fields on the tab. The File Name field is where you can enter the name of the output file that will be generated when you scan. The list in the middle of the screen is the folder list that is located in C:\temp on the MOST server. To view the subfolders, use the + to expand the temp folder. (Note: C:\temp folder is created during

15 MOST 15 the installation of MOST. If for any reason your Listbox is not populated, check and make sure the temp folder and the subfolders exist otherwise you ll need to create them.) For this example, we will be selecting the Test 2 directory and giving the file the name of demo test. Click on Test 2 in the folder list to select it, and then enter demo test in the filename field. For this example, we can leave the rest of the fields as their defaults. 15. Ensure that your tab looks like the screenshot above. Then click the Scan button. MOST Desktop will allow you to choose an image to simulate scanning. You also have the ability to use an attached scanner to scan a document.

16 MOST For Filter, select the file type you will be browsing for. For this demonstration, we have included a TIF file named SampleTif.tif in C:\Program Files\Reform \Misc\ that can be used. If you have any TIF/JPG that you would like to use, you can do so as well by selecting the appropriate Filter in the drop down box. Click Browse to navigate your hard drive for the file type you selected. Select a file and click Open. 17. Click OK and your process is complete.

17 MOST After a few seconds, go into the Status tab on the left side of the screen. Once the Reform Spooler has processed the file, you will be given a status about the results of the scan. If the file was saved correctly in the directory, the status will say Successful. 19. You can also see the result file in the folder that was selected. In our case, it was C:\temp\Test2. If you navigate to this folder, you will see demo test.pdf. It will contain the image(s) chosen in MOST Desktop. MOST Desktop shows you exactly what you would see on an MFP, and it functions in the same way. This same process could be tested with the same exact steps, but by installing MOST on the MFP by following the instructions in this manual to deploy MOST to a device. Please see section 1.2 Installing MOST on your MFP: Getting Started. Understanding and Working with the Default MOST Screens With the default MOST installation, there are three Collections installed: Scan To Folder and . The Scan To Folder collection consists of four tabs: Home, Simple Home, Shared and Status. The collection consists of five tabs: , Simple , Self, Multi and Status. NOTE: The Reform plugin is required in order to send s using the collection. It is recommended that the RM_ _Monitor service has a local administrative service logon account. Please see the Reform manual for more information.

18 MOST 18 Scan To Folder Home The LDAP tab gives users access to their Home Directory (LDAP must be enabled and home directories must be configured on the LDAP system). Users have the ability to browse to available folders in their home directories. These screens gives options for file name and scan settings. In addition, it also allows users to select an output file type of either PDF or TIF and set a PDF password (if using PDF). Simple Home Similar to LDAP, this tab allows you to scan to your Home Directory. Instead of having a choice of a sub folder, here you scan directly to the root of your Home Directory. The location of your home directory is displayed for your convenience.

19 MOST 19 Shared The Manual tab gives the user access to the C:\Temp\ directory by default. The directory can be changed to any location, including a share network path. Users can enter a file name, configure scan settings and use one of two scan buttons (Scan and Scan with Preview). Status The Status tab shows the results of your Scan To Folder activity. It only displays the results of the user that is logged into MOST. It breaks down each scan by the time the document was scanned, the filename and the status (Successful or Failed).

20 MOST 20 NOTE: The Reform plugin is required in order to send s using the tab. It is recommended that the RM_ _Monitor service has a local administrative service logon account. Please see the Reform manual for more information. The LDAP tab gives users the most powerful approach to by utilizing LDAP and Exchange searching. Users can add recipients based on searches using first and last name. Manual addresses can be added as well by using the Manual button. An Copy to Self option is also available by checking the box above the Send button. Simple The tab is the simplest tab in the collection. It gives user the option to manually type in addresses in the To field, as well as fields for a subject and body.

21 MOST 21 Multi The Multi tab gives the user a better approach to by giving more options such as PDF Password and the To Self checkbox. The Add a Recipient button is used to populate the Recipients list with addresses. Status The Status tab displays the results of your sent s. It breaks each down by date and time submitted, recipient and status (Successful, Failed or Retrying).

22 MOST 22 Setting Maximum PDF Attachment Size Reform will attempt to split the file sizes below the selected amount. However, if you select 100 KB as the limit, and the user scans 1 page that is larger than 100 KB, it cannot be split. Go to Start > Programs > Reform > Variable_Data_Printing > VDP Designer. Open the form that is being used for . The form used by the default MOST screens is MOST_ .FOM. Go to File > Page Setup

23 MOST 23 Click on Attachment Setup Open the PDF Settings There you can enter the Maximum File Size.

24 MOST 24 Once the desired size is entered, click the Ok button to close the window, and save the form changes. Designing Your First MOST Tab This guide will walk you through creating your first fully-functional MOST tab that will scan pages from the MFP and save them as a PDF file on your hard drive. It requires Reform Enterprise/PDC and MOST to be already installed on your system. You can use either MOST Desktop to walk through the tutorial or do it at an actual MFP. In order to carry this out on an MFP, it is required that you install MOST on the device. Please see 1.2 Installing MOST on your MFP: Getting Started 1. Open the MOST Designer by going to: Start > Programs > Reform > MOST > Designer 2. Go to File > New Ricoh: HVGA / uvwga/ WVGA / SVGA HP: WJ2.1 / WJ2.6 / WJ2.7 / WJ1.5 Lexmark: Lexmark WVGA 3. Depending on the screen size of the MFP you are using, please select the appropriate option. (Note: Because of the limited screen size, the tutorial for 4Line tabs can be found in the Designing Your First MOST 4Line Tab section.) MOST Desktop uses the Ricoh WVGA screen size.

25 MOST When you create a new tab, the New Tab Wizard will appear. The wizard will allow you to set the values of several properties of the tab. 5. Fill in the following values for each property in the New Tab Wizard: a. Name: STFSample b. Alias: STF c. Collections: add a new collection and name it Sample.

26 MOST 26 d. Users and Groups: Check the box next to demo. Click Finish. 6. After you finish stepping through the New Tab Wizard, your tab will be created. For the example, we created a WVGA tab, but the results will be the same regardless of the size of the tab you created. 7. We are going to add several objects to the tab. You will notice the list of items on the left pane. Scroll down to find the TextBox object. Click on TextBox and drag it on to the tab, as shown below.

27 MOST After you have dragged the TextBox on to the form, the TextBox will be created. Go to the Object Properties, and set the following property values: a. Font Size: Small b. Link ID: 0 c. Name: TextBox1 d. Process Reset: No e. Required: Yes f. Text: <leave blank> g. Keyboard Title: Filename h. Type: Standard i. Validate: <leave blank>

28 MOST Next, we will be adding a Tree Listbox Object to our tab. Add it to the tab the same way you added the TextBox by clicking and dragging the Tree ListBox object on to the tab. 10. After you have dragged the Tree ListBox on to the tab, the object will be created. Set the following property values: a. Button Height: 20 b. Font Size: Small c. Child Select: Off d. Name: ListBox1 e. Process Reset: No f. Required: Yes g. Type: FileList h. Directory: C:\temp\ i. Show Files: No

29 MOST Next, we will be adding a Log Out button to our form. Find Log Out under Button Objects in the object list, and drag it on to the tab. 12. After you have dragged the Log Out button on to the tab, the object will be created. Set the following property values: a. Font Color: Black b. Font Size: Small c. Name: Button1 d. Text: Log out

30 MOST Next, we will be adding a Process button to our form. Find Process under Button Objects in the object list, and drag it on to the tab. 14. After you have dragged the Process button on to the tab, the object will be created. Set the following property values: a. Font Color: Black b. Font Size: Small c. Continue: On d. Direct Copy: Off e. Name: Button2 f. Scan Preview: Off g. Text: Scan

31 MOST Go to File > Save to save your tab. 16. Next, we need to make sure the Reform Spooler is stopped. Open the Spooler by going to Start > Programs > Reform > Spooler. 17. Once it opens, click the Stop button on the top left.

32 MOST Once the Spooler has been stopped, log into MOST Desktop located on your desktop if you made a shortcut previously or at Start > Programs > Reform > MOST > Misc > MOST Desktop. Username = demo Password = demo 19. Once it connects and logs in, select your new collection Sample, and your tab STF. 20. Now let s fill in some basic information on our tab and perform a Scan To Folder. 21. In the top TextBox, enter the text SampleFileName. In the Tree ListBox, expand the temp folder, select Test and then Test 1-1.

33 MOST Last, press Scan. If you are at an MFP, it will scan any pages that are in the feeder and ask you if you are finished. If you are using MOST Desktop, you will be prompted to select an image to simulate scanning. For assistance on how to do so, please see First-Time MOST Setup and Connection Test : Step 15. Select an image and click OK. 23. After the process completes, 2 files will be created in your Reform Spooler folder. Since we stopped the Reform Spooler, the files will not be processed yet. Open an Explorer window and navigate to C:\Program Files\Reform \Spooler. 24. You will notice two files in this directory. They have the same file names, aside from the extensions, so they will be processed together. These were created by MOST to be processed by Reform. 25. We need to create a workflow that will handle processing data that you submit from the MOST tab we just created. Open the Workflow Designer. Click Start > Programs > Reform > Workflow Designer. It will allow us to create the forms we need to finish our process.

34 MOST Once open, we must go to File > New 27. Select Document Automation and click Ok. 28. You will notice that your Inputs, Processes and Outputs have been populated by the various plugins you might have installed, where MOST is one of the Inputs.

35 MOST We must first drag a From MOST object onto the workflow. To do so, hover your mouse over From MOST until the cursor turns into the small hand and From MOST becomes underlined. Then click and hold your left mouse button and drag the object onto the whitespace or digital workflow. Release the mouse button once you have your desired position. *You will be prompted with a dialog to describe the input.

36 MOST Enter a description for the object you just added. This is done by typing in the provided box. Type MOST Sample and click Finish. This will take you back to your workflow. 31. Your input has been added to the workflow 32. To configure the MOST Sample Input, you must right click on MOST Sample and select Configuration This can also be done by double clicking on the MOST Sample object. 33. You will be prompted to select one of the two previosuly mentioned files which were created by MOST for Reform to process. Selecting the file will automatically create a blank form for you with the same name as the file (STFSample.FOM). Click

37 MOST 37 the small folder icon and you will be taken to a browser window. Navigate to the Spooler Directory (C:\Program Files\Reform \Spooler) and select either of the two STFSample files. After doing so, click Open. 34. Verify that the correct file is selected and click Finish. 35. You will notice that your MOST Sample caption has turned blue because it has been configured. Next, since we are doing a scan to PDF workflow, we need a SaveToFile Output to complete it. Drag a SaveToFile object underneath MOST Sample.

38 MOST Once added to the workflow, you will be prompted to describe the newly added Output. Type SampleFile in the box provided and click Finish. 37. Once you click Finish, you are taken back to your workflow. Your SampleFile Output will have a Red Caption because it is not yet configured. To configure SampleFile, you must first connect the From MOST object titled MOST Sample. To do so, first select the Add Connector button from the menu bar. Next, drag your mouse from the small x underneath MOST Sample to the small x above SampleFile as pictured below. When the connection is complete, the connecter will turn black (if red, the connection has not been made correctly, try again) and the MOST Sample caption will turn green.

39 MOST When the connection is made correctly, you will be prompted to configure SampleFile. Click Yes. 39. The SaveToFile wizard will now guide you through the necessary steps to get the correct output file in the correct location. It uses information from the file that you selected while configuring MOST Sample. This file has all the information the user selected while at the MFP screen or through MOST Desktop. The first prompt is the type of file you want to save. Select PDF File and click Next. 40. Next is the directory where the file will be saved. If you remember correctly, this directory (C:\Temp\Test1\Test1-1\) should be part of the information in the file we selected. To use the information stored in the data file, click the button titled Click here to select variable information.

40 MOST This will reveal a list box with available directories. As you can see, the list box (_LISTBOX1) which we created in our sample tab is listed. Select _LISTBOX1 from the list and click Next. 42. It will now ask you to select a subfolder. For this demonstration we do not require one so you can click Stop Looping.

41 MOST The final prompt is for the FileName. Since the filename has already been specified in the file that MOST generated, we want to click the button titled Click here to select variable information.

42 MOST This will reveal a list which available data in the file generated by MOST. As you can see, _TEXTBOX1 was the object we created on the tab which held the name of our file. We want to select _TEXTBOX1 from the list and click Finish. 45. You have completed configuring your workflow, but no changes have been made to your form just yet. You will notice that both captions are now green since they have been successfully configured. 46. To make all the appropriate changes, the workflow must be executed. This is done by clicking the Execute button on the menu bar. After execution, you will be notified about what has taken place. Click OK.

43 MOST You have the ability to save the workflow you just created to a file, so that it can be accessed in the future in case you want to reconfigure something on the form. This is done by going to File > Save in the Workflow Designer and is optional for our example. You can now exit the Workflow Designer. 48. Open the Reform Spooler. Click the Refresh button. You will now see your new form STFSample in the form list. The form was automatically saved by the wizard and the filename was taken from the print stream that it was set up with. 49. Start the Reform Spooler

44 MOST The spooler files that were created earlier will now be processed by the new form that we created. Click the Process Results tab in Reform Spooler to view this information. 51. This will save the pages you scanned earlier and save them into a PDF file that you can see in C:\Temp\Test1\Test1-1. Now you can go back to your MFP or MOST Desktop and utilize your newly created tab. If the Reform Spooler is running, the process you configured will be carried out automatically for you. Keep in mind that while we performed a simple SaveToFile in this example, it would be very easy to configure your scanned documents to be archived, ed, or faxed, just by adding different devices to the digital workflow in the Workflow Designer. Chapter 1: Installation Guide 1.1 Components There are four components to MOST: the MFP Application, the MOST Manager, the MOST Designer and the MFP Control Center. Below is a brief description of each component.

45 MOST MOST Java Client The application resides within the MFP and consists of several visual interface components that are accessible through the touch screen panel or MFP console controls MOST Manager The MOST Manager resides on the delivery service server. The MOST Manager must be running if service mode is off for MOST to operate. The MOST Manager can also be configured to run as a Windows service that can be started automatically. The MOST Manager is used to configure delivery settings used by MOST. You can configure server IPs, encryption, database information, logging, synchronization and other settings using the MOST Manager MOST Designer The MOST Designer is a graphical tool that is used to create and manage users and groups of users. It also features a drag and drop interface to enable easy development, modification and deployment of new Tabs and Collections MFP Control Center The MFP Control Center allows MOST to be installed from a computer onto an MFP. You can specify specific IP addresses or a range to make installation simpler MOST Desktop The MOST Desktop Application can be run on the server or as a stand-alone client on a workstation. It is used to simulate an MFP. 1.2 Installing MOST on your MFP: Getting Started *Note: Before continuing, be sure that the latest version of Firmware and JavaTM Platform (where applicable) is installed and running on the MFP. *Note: The MOST Manager options must be set correctly first. To do this, complete the following steps. 1) Open MOST Manager (Start > Programs > Reform... > MOST > Manager). Click on Edit > Settings.

46 MOST 46 2) Here, you can change the Port that MOST will use to connect to the server, as well as the IP Address of the host computer. (Default port is 15000). a. The only IP in the list should be the computer s IP. Delete any other IP s here. b. The port number does not need to be changed unless there is a problem that does not allow the use of this port.

47 MOST 47 c. Be sure that that the Port, File Port and File Server port are not being blocked by a firewall. By default, these values are 15000, 15000, and 8080 respectively. For more information about these ports and firewalls, please see the trouble shooting section of this documentation. d. Remember the IP Address and Port because they will need to be entered into MOST at the MFP or used when installing MOST. e. Make sure that the Enable File Server option is checked. f. Also keep note of the File Server Port to use it later when installing MOST on the MFP using the built in web server method. (Default File Server Port is 8080) 3) Also check that in the Spoolers tab, the Spooler Directory is correct, as shown above. 4) When your settings are correct, click Save. Allow the MOST Manager to restart. 5) Now we need to start the MFP Control Center. This can be done in one of two ways. In the MOST Manager, click Tools > MFP Control Center. or by going to Start > Programs > Reform > MOST > Install to MFPs 6) On the MFP Control Center, click Edit > MOST Settings for the manufacturer of the MFP or printer being used. Note: The simplest way to configure the MFP Control Center with the necessary settings is to use the provided Wizard. Advanced settings such as Copy Counter and Function locking will be discussed in the section following the wizard. Reform Tracker is required to utilize the Copy Counter function of MOST. Function Locking allows you to specify which users have access to certain functions at the MFP. If enabled, users will be locked out of the enabled function. The

48 MOST 48 Reform Tracker is then required to configure which functions get enabled for the specified users or groups. 7) Click the Wizard button in the bottom left of the window. 8) The MOST Manager IP Address and Port Window will be displayed. a. Verify the IP of the MFP on which you are installing MOST. It should automatically pick up the IP of the server you are on and the port If not, correct it.

49 MOST 49 b. Click Next. 9) The Login Window Image Address window will be displayed. Here you can customize the login window which will be displayed at the MFP or on MOST Desktop. The image size used by default is: 342 (width) x 152 (height) pixels. Color screens can have up to 256 colors (8 bit depth). c. Browse for an image if you wish to do so. If not, the default will be used. d. Click Next. 10) The Copy Counter window will be displayed. a. The Copy Counter setting enables the MFP to have control over users copying habits. The Reform Tracker plugin is required in order to utilize the Copy Counter feature. By default, this setting is set to False. This option will also set all the Lock Functions to be enabled if set to True. It also overrides the Copy lock function when enabled. Setting this value to False does not unlock the

50 MOST 50 functions on the MFP. These functions must be unlocked manually using the Web Image Monitor. Please see the troubleshooting section of this manual for more information. b. The MFP Password should be the same as the credentials used to log into the MFP s Web Image Monitor. c. Click Finish. 11) You are now taken back to the MOST Settings window and the settings you just configured are populated. 12) Go to the Device tab. You have two main settings: Function Tracker and Other. The Copy Counter setting has been populated with the value from the wizard you just completed.

51 MOST 51 a. Lock Functions allow you to lock down the MFP until a user logs in to MOST. Each user that logs into MOST can have access to different functions such as copying, faxing, scanning and access to the document server. If you had enabled Copy Counter in the wizard, this would have enabled all the Lock Functions. You can also enable the Lock Function in this screen. By default, all users will be locked out of the functions that you select. The Reform Tracker plugin is then required to configure what users have access to each function. Setting Copy Counter to True overrides the Copy Lock function by default. Lock functions can only be enabled via the MOST installation. Un-checking the lock functions will not unlock the specified functions via the MOST installation. If you wish to unlock previously locked functions, it must be done via the MFP s Web Image Monitor. Please see the trouble shooting section of this manual for more information. b. Authenticate using other card reader models can be used to help resolve card reader issues. If your proximity card reader is not recognized by MOST correctly, this option attempts to force MOST to recognize the device. Note that this option will cause MOST to use external keyboards as a card reader. c. In the Other section, Lock Panel allows you to disable all panel buttons on the MFP if set to True. The Auto setting maintains compatibility with Lock Functions and unlocks the panels once a MOST user logs in. 13) Go to the Advanced tab.

52 MOST 52 a. This is an advanced setting for MOST. If the interval is set to a number greater than 0, MOST will monitor the MFP for different status changes and warnings such as low ink levels, out of paper messages, paper jams and others. If one of these occurs, an event is thrown into the Event Viewer and a database table is maintained with the information. b. The MFP Alerts Script Process Service must be configured in Services if setting an interval greater than 0. It must be set to Automatic and it is recommended to run it as a domain account with administrative privileges on the local computer. See MFP Alert Service for more information. 14) Click Save on the Settings window. Depending on the method you would like to use to install MOST onto the MFP, please follow the corresponding instructions. If you are not using the MFP Control Center method, you can close the application now. The recommended method of installing MOST is Installing from the MFP Control Center Installing from the MFP Control Center 1) This is the recommended and easiest method of installing MOST onto an MFP. Make sure that the MFP Control Center window is open. Here you can enter a start and stop IP range to scan your network for MFPs.

53 MOST 53 2) Enter either: a. an IP address range you wish to scan for devices, b. or enter a single IP address. 3) Click Start Scan or Re-scan. If an MFP is found, you can click Next. 4) If the scan fails, a. Click Edit. b. Click OFF SNMP mode. c. Click Re-scan. When the scan is complete, d. Click Next. 5) A window appears with two tabs: Installed and not installed. Depending on whether MOST has already been installed on the MFP it found, it will appear on the appropriate tab.

54 MOST 54 a. Installed Tab - lists devices within the IP range that have MOST installed. i. Check the box(es) next to the device(s) to which you wish to deploy. NOTE: Check the SDK Version column. MOST checks to see which version of MOST and SDK/J is loaded on the MFD. If an update is Recommended it is noted. ii. Select from one of the options. It is recommended to Update SDK/J if an update is available and allows the installation to complete. Next, it is recommended that you Update MOST and allow that to complete. The status will indicate Ready when the installation is complete. 1. Verify Installation Checks the current MOST installation for errors. 2. Update MOST Updates MOST with settings from the Control Center 3. Uninstall MOST Removes MOST from the MFP 4. Reboot MFP Restarts the MFP (Ricoh Only) 5. Update SDK/J Updates the Java SDK/J on the MFP (Ricoh Only) NOTE: Updates may take several minutes. b. Not Installed Tab - devices without MOST will display. iii. Check the box(es) next to the device(s) to which you wish to deploy. iv. Select from one of the options. 1. Install MOST Installs MOST with settings from MFP Control Center 2. Reboot MFP Restarts the MFP (Ricoh Only) 3. Update SDK/J Updates the Java SDK/J on the MFP (Ricoh Only) 6) When the installation is done on a clean MFP (Not installed tab), the MFP will disappear from the Not Installed tab and appear in the Installed Tab. The Status at the bottom of the window will also indicate Ready. 7) Once it confirms that MOST has been installed, you can close the MFP Control Center window which has the Installed and Not Installed tabs or click Back. This will take you back to the main window. You can close this window as well. 8) You have completed your installation of MOST on the MFP(s). You can now try logging into MOST from the MFP.

55 MOST Ricoh - Installing from the Web Image Monitor If you are having trouble installing MOST using the MFP Control Center or the Remote Control, you may want to try a manual install. This is done through the MFP administration webpage. Configuring the settings in the MFP Control Center allows you to easily adjust the MOST installation settings. This application will update the file C:\Program Files\Reform \Plugins\MOST\Config\MostJavaClient.zip, so it is important to configure it before continuing. Please see the section titled Installing MOST on your MFP to configure the settings. 1) Open an Internet Explorer window on the machine you are installing MOST to and navigate to the IP address/hostname of the MFP you want to install to. On the upper right-hand corner, click Login. Log in to the system with the MFP administration account credentials. The default login credentials are admin for the username and a blank password. 2) Click the Configuration button on the left hand side of the admin panel. 3) On the next page, scroll down to the bottom-right and select Install under Extended Feature Settings. 4) Select Local File, click Browse, and select the following file: C:\Program Files\Reform \Plugins\MOST\Config\MOSTJavaClient.zip

56 MOST 56 5) Click Display Extended Feature List. 6) The administration panel will scan this zip file for extended features to be installed. The zip file you selected contains the MOST files. 7) When the next page loads, there will be an option labeled Install to: Change the selected item in the drop-down menu to SD Card (SD) # or Flash Memory (FM). This will make sure that MOST is installed to the recommended location. If an SD Card is selected, it should be the card that is running Java. 8) The Auto Start feature should be set to On. 9) At the bottom, tick the option button next to Most, and click the Install button. 10) MOST will now be installed to the MFP. After it finishes installing, you can logout and close the MFP s administration panel. 11) You have successfully installed MOST on the MFP Ricoh - Installing from the MFP s built in Web Server Configuring the settings in the MFP Control Center allows you to easily adjust the MOST installation settings. This application will update the file C:\Program Files\Reform \Plugins\MOST\Config\MostJavaClient.zip, so it is important to

57 MOST 57 configure it before continuing. Please see the section titled Installing MOST on your MFP to configure the settings. (Note: Installing on a type B machine is slightly different from the described steps.) 1) First, be sure that the Enable File Server option is set in the MOST Manager Settings. Also, be sure that the MOST Manager is running. 2) When you walk up to the MFP you will see a button to the left of the screen that is labeled User Tools. Click this button. 3) You are now in the main settings screen. Click on the Extended Feature Settings button that is located in the second column on the bottom. 4) Click on Extended Feature Settings again. 5) Now select the Administrator Tools tab. 6) Click the Web Installation Settings button.

58 MOST 58 7) In order to install MOST, we need to make sure that the web installation is active; we do this by clicking the On option that is next to Web Installation. We also need to enter the MOST download server URL into the URL field. The address is: for example: The port is based on the setting File Server Port that was configured earlier in the MOST Manager settings. 8) Verify that the URL is correct to your MOST server and press the OK button. 9) Click on the Install tab. You will see 2 options, SD Card and Web Server. Click on the Web Server button.

59 MOST 59 10) You will now see some options on the right-side of the machine. Click the option that says MOST. 11) Under the Install to option we are going to select SD Card (SD) # or Flash Memory (FM). If an SD Card is selected, it should be the card that is running Java. There is also an autostart setting on this screen that is defaulted to on and shouldn t need to be changed. Click Next and then click OK.

60 MOST 60 12) In the Startup Settings Tab, Press on MOST to start the application, or restart the MFP to have MOST start automatically. 13) You have successfully installed MOST on the MFP. 1.3 Starting and Stopping MOST To start MOST, select the Startup Setting tab from within the Extended Feature Settings. MOST will now appear. Select MOST to start or stop the application. Select Execute when prompted. The status will appear in the Status column on the left of the screen. Once it is started, press the Exit button in the upper right corner of the screen until you are no longer in the User Tools settings. Starting MOST will bring you to the MOST login screen. 1.4 MFP Alert Service The MFP Alerts Service is installed with the MOST installation and is set to manual start up. It is required to be running in Automatic startup mode if you are using MFP Monitoring in the Advanced tab of the MFP Control Center. The service is named RM_MFP_Monitor and can be found in Services under Administrative Tools in the Control Panel. The MFP Alerts service should also be run as a domain account with local administrative privileges. To do so, right click on the service and go to Properties.

61 MOST 61 This will bring up the Properties dialog box. First, set the Startup type to Automatic in the General tab. Go to the Log On tab. Here you can configure the account to run MFP Alerts as. You can manually type the account name or you can use the Browse button to do so. After entering the correct account, please fill in the login credentials. Click OK. You may need to restart the service for the changes to take effect. Close the Services window after you successfully start the service. Your service should look like below after configuring it correctly. (Notice that Startup Type is set to Automatic and Status is Started)

62 MOST The MOST Manager: Configuring and Managing MOST The MOST Manager controls the MOST service (if Service Mode is enabled) and contains various configuration settings for the MOST Server. It is an essential component of MOST and must be running if Service Mode is disabled for MOST to properly function. If Service Mode is enabled, the MOST Manager can be closed and MOST will still function in the background as a service. This section will provide details on configuring the MOST Manager and using the MOST Manager. Open the MOST Manager. By default, the MOST Manager server runs automatically as a service. You can check the status of the MOST Manager in the bottom left hand corner. Similarly, the red square will be depressed if the MOST Manager is off Configuring MOST with the MOST Manager Open the Setup window from the menu: select Edit > Settings, or click the button.

63 MOST 63 Servers Available Servers Settings The Available Servers is where the IP addresses are added for other servers running MOST. This will allow the MFP to determine which server to use based on a round robin approach. The Settings section is where Ports can be specified as well as several other options for the server. Servers - Custom SSL Certificate By Default, MOST installs and uses a SSL certificate to transmit encrypted data. By checking Use Custom Certificate, one can specify their own SSL Certificate to use for data encryption. The certificate path would be the location of the SSL certificate PFX file. If required, the password to the certificate can be entered as well. Servers File Server The File Server allows MOST to act as a web server as an alternative method to install MOST (via the built in Web Server). It is also required if a login image is used when installing MOST.

64 MOST 64 Spoolers Spooler Directories These are the directories that MOST will save the output files to for Reform to process the information. Click the button to navigate to a directory, and then click the Add button to add the directory to the list. Local or network directories can be used. If multiple directories are entered, the one with the least files in the Spooler\ImageQueue folder will be used. This enables MOST to load balance two Reform Spooler directories using a round robin method. If Enable AutoSize is selected, it will have Reform automatically fit the page to the chosen size when a document is scanned from MOST. If Enable AutoRotate is selected, MOST will try to auto-rotate the page so it is portrait after it is scanned. If Enable AutoColor is selected, MOST will tell Reform to override any color settings that might be specified in the form configuration. If Enable AutoDPI is selected, MOST will tell Reform to override any DPI settings that might be specified in the form configuration.

65 MOST 65 Devices Remote Print Enabling remote print allows the MFP to periodically check the server for documents to print. This supports PCL, TIF, JPG, and PS files depending on the machine s hardware. The user can select a directory to use for remote printing. When a MFP connects to the server, a new folder is created with the MFP s Serial Number. If a file is dropped into a MFP s folder, the MFP with that Serial Number will print the file. This becomes useful in larger networks when the MFP has access to the server, but the server cannot reach the MFP directly. Devices Copy Counter and Function Lock MOST has the ability to keep track of a user s copying activity. It also has the capability to lock users out of other MFP Functions (Copy, Fax, Scanning etc) until they log into MOST. After the user logs in, MOST is then able to manage which users or groups have what functions available to them. By default, it will lock users out of all enabled functions. The Reform Tracker plug-in is required to configure which users have access to what functions. Copy Counter and Function Lock information are also saved in a SQL database. The DSN by default is FSMonitorDataSource which is installed alongside the MOST installation. The MFP Username and Password should be the same as the credentials used to log into the MFP s Web Image Monitor. Devices Retry Queue The Enable Retry Queue option is checked on by default. MOST has the ability to determine which jobs may have not completed due to an array of connectivity, network and device issues. If a job is in the middle of being processed and the MFP loses connectivity to the server, MOST is able to save the job in a retry queue on the MFP in order to be attempted again. The MFP will attempt to send the job to the MOST server every 10 minutes which is the Interval and the job will be destroyed if not completed within 360 minutes (6 hours) which is the Timeout. These values can be adjusted depending on your environment.

66 MOST 66 Devices Client Data By default, the DSN is set to FSMonitorDataSource for Client Data. If this option is set to a DSN, MOST will keep track of all MFPs that have connected to the MOST server by Serial Number and IP Address. This is especially useful when using the MFP Control Center to update MOST on the MFPs. Instead of scanning the network for MFPs, which is a time consuming process, you will have the option to Scan from MOST Manager which will retrieve all the IP Addresses and Serial Numbers of previously connected MFPs. Authentication - Server This section contains information about the Active Directory, ADAM, or Sun Java System LDAP server types. Enabling this option allows the use of LDAP authentication. This information is used to authenticate the user s Windows logon information when he or she logs into MOST from the MFP. Click on the Fetch button to retrieve the domain from the Global Catalog. At a minimum, the Domain, Authentication and Server Type are required to access the LDAP system. The server can also be entered if multiple LDAP servers exist and you want to connect to a specific one. Enabling the Global Catalog option within MOST allows it to query or authenticate against all of the trusted domains indexed by the Global Catalog. Using LDAP authentication with MOST allows for Collections and Tabs to be easily assigned to certain LDAP Users or Groups (Collections will be discussed later in this document). The following table is a list of LDAP authentication types used in MOST and their.net equivalents defined by Microsoft. MOST Anonymous Description No authentication is performed.

67 MOST 67 Basic Secure Secure Enhanced SSL* Uses basic authentication (simple bind) in the LDAP provider. Requests secure authentication. When this flag is set, the WinNT provider uses NTLM to authenticate the client. Active Directory Domain Services uses Kerberos, and possibly NTLM, to authenticate the client. When the user name and password are a null reference, ADSI binds to the object using the security context of the calling thread, which is either the security context of the user account under which the application is running or of the client user account that the calling thread is impersonating. In addition to Secure: Verifies data integrity to ensure that the data received is the same as the data sent. Encrypts data using Kerberos. Enables Active Directory Services Interface (ADSI) to delegate the user's security context, which is necessary for moving objects across domains. Attaches a cryptographic signature to the message that both identifies the sender and ensures that the message has not been modified in transit. Active Directory Domain Services requires the Certificate Server be installed to support Secure Sockets Layer (SSL) encryption. *Using the SSL authentication type will automatically tell MOST to connect to the directory server on port 636. For the other authentication types, port 389 is used. If Global Catalog is selected in the MOST settings, MOST will use port 3269 for SSL and 3268 for the other types. Authentication - Optional The Authentication box allows you to specify a different user to authenticate to the LDAP server. This may be required to check user s credentials if MOST is running as a service under the LocalSystem account. Also, if the default login for a machine is an LDAP username, it may require these settings.

68 MOST 68 Authentication Proximity Card Proximity card information is encrypted and stored in a SQL database. The correct SQL database DSN should be selected. By default, MOST installs FSMonitorDataSource and creates a database table for Proximity Card data. "Require Pin Code forces the user to enter a PIN number when they use their card to login. Processes This section allows you to schedule programs to run periodically. In some instances this is used with MOST plugins to cache data for quicker searching. You can select the program, arguments, and how often the application should run.

69 MOST 69 Other Logging This setting allows MOST to create a log file of all the server activity. The logs will be created in the specified directory. Each day, a new log will be created with the file name similar to: Most_ log. Other Syncing Enabling Synchronization allows MOST to keep all of the servers specified in the Servers tab up to date with the latest modifications of the settings. If changes to the screens or global variables are made in the MOST Designer on one MOST server, they will automatically be copied to all of the other MOST servers in the Servers tab. (In some cases, the MOST server may need to restart to apply these changes.) Other Service MOST can be run as an application, or as a Windows service. This option will be disabled while the server is running. To modify this setting, stop the MOST Manager, then make any necessary changes. It is recommended that you configure the MOST Manager Service to run as a domain account with administrative privileges on the local computer. For more information about the MOST Manager Service, see Running MOST as a Service Other Auto Update (Ricoh Only) This option allows MOST to automatically update an MFP when the connecting MFP is an older version Running MOST as a Service There are many advantages to running MOST as a service. One advantage of running MOST as a service is that you no longer need the MOST Manager open in order for your MOST server to function. Another is that you do not have to be logged into the PC running the MOST server, which is especially convenient after server restarts. MOST is configured to run as a service by default. In order to run MOST in service mode, you must first stop MOST by clicking the red stop button.

70 MOST 70 Next, you must access the MOST Manager Settings by going to Edit > Settings. Navigate to the Other tab. Click the Enable Service Mode checkbox and click Save. This will install the MOST Service (Named RM_MOST). You will be notified that MOST is running under a local system account (does so by default) and that some network integration might not function properly. It is recommended that the service runs under a domain account with local administrative access. To configure this, go to Services in Administrative Tools (Control Panel). Right click on MOST Manager and go to Properties.

71 MOST 71 Go to the Log On tab. You can type in the domain account with local administrative access (recommended) or you can use the browse button to do so. After selecting the correct account, the password must also be entered. Verify all the fields and click OK when complete. You will be notified that the account has been granted the Log on as a Service right. You can now close the services window and go back to MOST Manager. Start the MOST Manager back up which will essentially start the service by using clicking the green play button. Verify that the MOST Manager says Started in the bottom left portion of the screen.

72 MOST 72 You have successfully configured MOST to run as a service account. You can close MOST Manager and the server will continue to function Managing MOST To start the MOST Manager server, click on the green triangle. In the Machine Information, it will display the Serial, IP, and Alias of the selected machine. Notice the IP address of the Manager. This IP address is the server IP address used during the MOST login on the MFP. This is also the IP address of the computer hosting the Most Manager.

73 MOST 73 The Log Panel The left side of the panel contains the list of machine serial numbers or machine aliases if an alias is set. The Manager IP address will always be the IP of the computer hosting the MOST Manager. This address is also the IP that will be used by MOST on the multifunctional device. The right side of the panel contains server activity details. The server details can be cleared using the Clear Logs button. Assigning and Deleting an Alias To assign or change the alias for a serial number, right click on the Machine s Serial Number and choose Set or Remove Alias. Choosing Set will assign the alias to the printer s serial number. Deleting the alias will display only the Serial Number in the Machine list. The Stats Panel The Stats panel in the MOST Manager provides usage information. Specifically, this will display the highest number of connections, the current number of connections and the number of transfers, etc.

74 MOST 74 MOST Manager Menu Details Menu Menu Option Icon Details Start Server Starts the MOST Manager server Stop Server Stops the MOST Manager Server File Auto Start Server NA The server will run by itself when the application is executed Exit NA Closes the MOST Manager and stops the server Edit Settings Opens the Setup window Tools Most Designer MFP Control Center Opens the MOST Designer Allows the user to remotely install and setup MOST on an MFP LDAP Viewer NA The LDAP Viewer allows you to search the LDAP server that is specified in the options by specific user or group. Start Sync NA Forces MOST to synchronize. (Requires Synchronization enabled in the settings) Download MFP Log NA Attempts to connect to the MFP using its IP address to obtain a log. Utilizes the rsh command and may not be available on all servers. Remember NA The length and width of the MOST Manager Window Window Size is maintained Start Minimized NA Starts the MOST Manager as a minimized window Help About NA Displays the About dialog Creating a Cluster Clusters are useful for isolating configurations on a per MFP basis. Some general scenarios where clusters may be useful are if you would like to have different screens, functionality, or access available for various locations. Using clusters, you can assign specific devices to use different MOST settings. Typically it is recommended to use LDAP groups to control access and functionality, but in cases where device location is the only option, clusters can become a useful configuration technique. 1. Start MOST Designer Start > Programs > MOST > Designer 2. Go to File > Switch Cluster > Create Cluster

75 MOST Enter the name of the cluster to be created. Click OK. 4. Open MOST Manager, right click in the Server. Choose Move to Cluster

76 MOST Select a Cluster from the List. 6. Now you will see the Server under the recently created Cluster.

77 MOST 77 Chapter 2: Using MOST on your MFP 2.1 Log In to MOST First, the MOST Manager must be running or it should be installed as a service and given the correct privileges to operate. On the MFP, press the Scanner button (MOST may be found under a different button if the settings are changed). You will then see the screen below. Ricoh MOST Login Screen.

78 MOST 78 HP MOST Login Screen Lexmark MOST Login Screen If the Options button is visible, the MFP does not have the correct server information. Click the Options button to setup the server address and port. If the Options button is not visible and you want to change the server it is connecting to, type most:options in the username, leave password blank and click login. This will reveal the Options button. For more information, see Ricoh First-Time MOST Setup and Connection Test

79 MOST 79 For the address, you would type the IP address of the server that is running MOST. Select OK to close the panel to return to the log in screen. The top input box is for your user name. The bottom input box is for your password. Press the fields next to Username and Password to enter information using the onscreen keyboard. Press the Log In button to submit your login information. Once the MFP successfully connects to the server, the Options button will no longer appear at the login screen. 2.2 Card reader login First, the MOST Manager must be running or it should be installed as a service and given the correct privileges to operate. On the MFP, swipe your card at the MOST login screen. You will be asked to enter your credentials if this is your first time logging in. Subsequent logins will not ask for credentials. Chapter 3: Using the MOST Designer The MOST Designer is used to create users, groups, Tabs and Collections.

80 MOST 80 The MOST Designer interface. The following picture diagrams the hierarchy of Tabs, Collections and their relationship with users and groups. Assign Users to Groups through Active Directory User Group Assign Collections to Users and Groups Collection Collection Assign Tabs to Collections Collection Group Collection Tab Tabs User User Tabs are assigned to Collections. Collections are assigned to Users and Groups. 3.1 Managing Users and Groups From the menu bar, select Data > Users and Groups.

81 MOST Adding/Deleting Users and Groups To add a user, click on the Add button on the bottom of the window. The Add User window will be displayed. Select the user from the list. Note that the available users are a list of Active Directory accounts. A user can also be added to MOST by manually entering a Local user. To delete a user, select the user from the Users list and click on the Remove button. To add a group, click on the Add Group button. The Add Group window will be displayed. Select a group from the list. Note that the available groups are the list of Active Directory groups. Settings configured for a group will apply to all users within the group. To delete a group, select the group from the Groups list and click on the Remove button. All users within the selected group will automatically inherit and use the Collections assigned to the group Configuring Users and Groups When a user or group is created, the Default Scan Settings and Collections will need to be configured for that new user or group. User/Group Options Option Name Login Timeout Require Pin Code Details The amount of idle time allowed before MOST automatically logs off the user (Set to 0 to never be logged out) When enabled, requires a personal pin code to be entered when a user logs in via a card Default Scan Options (Separated per Manufacturer) Option Name Details

82 MOST 82 Login Timeout Sides Color Density Resolution File Type Scan Type Scan Mode Size Add/Remove Collections The amount of idle time allowed before MOST automatically logs off the user (Set to 0 to never be logged out) Set the profile default to simplex print or duplex print Set the profile to print in black/white or color Affects the darkness of the document, higher density leads to darker images Affects the image quality. Higher resolution results in better image quality and larger file sizes The type of image file used (TIFF or JPG) The type of document being scanned (Mixed, OCR, Photo, or Text) The source of the scan (ADF/Feeder or Glass) The paper size to scan Collections consist of Tabs and can be configured for both users and groups. Collections assigned to a group will apply to all users within the Active Directory group. Collections assigned to a user will only apply to the user. To add a Collection or set of Collections, select the Collection from the list in the left panel, then click on the Add button. The selected Collection will appear in the right panel. You can add multiple collections. To remove a Collection or set of Collections, select the Collection from the list in the right panel, then click on the Remove button. The selected Collection will be removed from the right panel and displayed in the left panel. You can remove multiple Collections. 3.2 Managing Collections

83 MOST 83 In the menu bar, select Data > Collections to access the Collections window. The Collections window will allow you to add new Collections, modify the Tabs associated with the Collection and remove unwanted Collections. Tabs in a collection can be re-ordered using the up and down buttons in the selected tabs field Creating New Collections To create a Collection, click on the Add button on the Collections tab. Next, enter a name into the prompt. To add Tabs to your new Collection, select the Tab listed in the Available tabs panel. Click on the Add button to add the selected Tab to the Collection. To remove a Tab from a Collection, select the Tab from the Selected Tabs panel, then click on the Remove button. You must click on the Save button to save the changes.

84 MOST Modifying Collections Select a Collection from the Collections drop down menu. The Tab configurations for the selected Collection will appear. Modify the Collection as needed. Click on the Save button to record your changes Deleting Collections Select a Collection from the Collections drop down menu. Click on the Remove button to delete the selected collection. Alternatively, you can right-click a collection in the Tabs and Collections pane and click Delete. 3.3 Managing Tabs Creating New Tabs To create a new Tab in the Designer, select File > New and select the desired screen size. Then drag and drop the Designer objects into the Designer field. The Designer objects are located along the left side of the Designer. To modify the properties of the Designer object, select an object in the Designer field. The object s properties are displayed in the lower right corner of the designer. To delete any unwanted Designer components, select the object and press the Delete key on your keyboard or right click on the object and click Delete. Save the Tab by accessing the File > Save or File > Save All menu options. Sample of a Tab with several Tab objects.

85 MOST 85 Note: When you try to open a tab on the MFP, but the screen is smaller than the resolution of the tab, you will get a Tab not available error. For example, if the screen is created as a SVGA and you try running it on WVGA, it will say Tab not available. However, if your MFP screen is larger than the MOST screen that you are trying to use, it will still display the small screen without problems Modifying and Deleting Tabs To modify an existing tab, double click on a tab towards the upper right side of the designer to open it for editing. Right click on a tab to copy it to another screen format, or to delete the tab from the designer.

86 MOST Exporting Tabs The Save To File Tab opened in the MOST Designer for modification. Exporting tabs to a file can be used to perform simple backups of your MOST tabs, and can also help if you are running multiple copies of MOST on different machines and need the tabs to be portable. To Export tabs, go to File > Export. A window will pop up that allows you to select which tabs you would like exported.

87 MOST 87 After you have selected the tabs to export, click Export. A save dialog will appear. Give your tabs a name and click Save to save your tabs to a.most file that can be imported via File > Import on other machines. Alternatively, if you would simply like to export all of your MOST tabs, go to File > Export All. This will back up all of your tabs. If you would like to quickly make a backup of a single tab, right-click the entry in the tabs and collections pane and click Export. If you right-click on a collection name in the tabs and collections pane, you will also see an Export command. If you export a collection, it will save all of the tabs in a collection Importing Tabs Use the Import feature to restore backups of your MOST tabs that you have saved from exporting. Go to File > Import. An open file dialog will appear. Select the saved file that you would like to import, and MOST will automatically insert all of the tabs into MOST. If a tab with the same name already exists, you will be asked whether or not you would like to replace the existing tab. When importing collections with the same name, the tabs in the collection will be merged. 3.4 Adding the Guest Account A Guest account can easily be added to MOST. This account is used for allowing logins to MOST even if the guest does not have an Active Directory account. After creating the Guest account, a guest user can login by simply selecting the Guest button on the login screen Adding Guest to the MOST Designer To add a Guest account, open MOST Designer and add a collection for the Guest account. Add the Tabs that you want to be accessible for the guest users. See section 3.2 to add and edit collections.

88 MOST 88 Once the Guest Collection is added, now add Guest as a user to the system. See section to add a new user Adding Guest to the MOST Manager Now the Guest account can be added to the MOST Manager. Right click on Connections in MOST Manager and select Set Guest Account, then select [Add User] on the Set Guest Account screen and type Guest or the desired username. Fill in the Password field as well.

89 MOST 89 The Guest account is ready to use. Login to the MFP or use MOST Desktop to check the Guest account. Chapter 4: The MOST Screen Design Components MOST has many components that can be used to design MFP screens. They are in the list on the left side of the MOST interface. To add components to the current tab, drag them into the workspace from the left frame. 4.1 Button Objects Button objects in the MOST Designer look the same, but their functions and properties differ Edit Data The Edit Data component is used to modify data in one or two ListBoxes. Depending on the requirements, the Edit Data control can delete data from a ListBox, can copy data from one ListBox to another, and can remove data from one ListBox and add it to another.

90 MOST 90 The Method Property is used to change the operation of the Edit Data button. Selecting Delete will remove an item from the Source ListBox, Copy will add the selected items in the Source ListBox to the Target ListBox, and Move will remove an item from the Source ListBox and add it to the Target ListBox. (Keyboard) will allow the user to manually enter a value. The Source and Target properties are pointed to the ListBoxes that will be affected by the Edit Data control. If Delete is selected as the Method property, you will only need to select the source ListBox. In the example above, clicking on the top move button will remove the item from the left ListBox and move it over to the right ListBox. The bottom move button will move the item from the right box back to the left box. Both Move buttons have their Method properties set to Move Log Out A Log Out button will log off a user who is currently logged in to a MOST server Preview The Preview component will display a preview of the data that will be sent from the object chosen in the Target property. The Target property points to the ListBox object that contains files that can be previewed. The path to the TIF or JPG file will be retrieved from the ListBox, and it will be previewed on the MFP screen Process The Process component will process only the current tab. It will have no affect on other tabs in the collection.

91 MOST 91 Pressing Process in the above tab would not affect the other two tabs in the Collection. If the DirectCopy property is set to On, a copy of the scanned document will be automatically created. If the Continue property is set to On, the user will be asked if they are finished scanning or if they want to continue with more pages. If the Scan Preview property is set to On, it will display a preview of what was scanned after the scanning is complete Process All The Process All component will process all of the Tabs in the collection that are set to Enabled on their respective tabs. The Enable/Disable object toggles whether a screen will be processed with the Process All button.

92 MOST 92 If a tab is not enabled, it will not be processed. If the DirectCopy property is set to On (on the enable checkbox), a copy of the scanned document will be automatically created. If the Continue property is set to On, the user will be asked if they are finished scanning or if they want to continue with more pages. If the Scan Preview property is set to On, will display a preview of what was scanned after the scanning is complete Process Data The Process Data component will generate the files for Reform to process without the scanning process actually taking place. With these values chosen, This is what the FCL file would look like that is created in the \Spooler\ folder in the Reform directory.

93 MOST Pull Data The Pull Data component can pull information out of a database at preset intervals and display the results in a ListBox. The FontColor and FontSize properties are for appearance. The Target property should be set to the ListBox that should be updated with the database results. The Time property is the interval at which the database queries should be sent. The Visible property indicates whether or not the button should be visible on the tab. The Type property can be CustomDatabase, Database, DLL, or FileList. If set to DLL, you need to have certain parameters to pass through in the DesignerValue property. If set to CustomDatabase, you can write customized SQL query statements in the SQL property to send to the database. The results of the query will be populated into the ListBox that is chosen for the Target property. If Database is chosen, the Table that is specified will be queried at the given time interval repeatedly and the results will be populated into the selected ListBox. You can also edit the SearchField and SearchValue properties if you wish to add search strings to narrow your results Save To Global The Save To Global component let s you change MOST global variables via the MFP screen. Save to Global will update any Global Variables that are in use on the current tab. These Global Variables are defined in the menu Data->Global Variables, and can be attached to a TextBox

94 MOST 94 object or a combobox with a type set to Global and by changing the Variable property to the name of the Global Variable Smart Search The Smart Search component will query a database based on the properties set, and populates the results into a ListBox chosen in the Target property. When the user presses the button, they will be prompted for input to search for. To change the font size and color, change the FontSize and FontColor properties. If you would like the query to be executed on login, change the AutoSearch property to On. A Smart Search component can either be of Type CustomDatabase, Database, or DLL. If the Type property is set to CustomDatabase, you must specify the Target, which is the ListBox to populate, the DSN, and the SQL query to execute on the database. If it is set to type Database, you must specify the Target, the DSN, the table, and the columns to query. When the Smart Search button is clicked on, it will display the on-screen keyboard for the search term to be entered into.

95 MOST 95 After the search query is entered and OK is pressed, it will display the results in the ListBox as specified in the Target property. 4.2 Checkbox Objects Checkbox A Checkbox will send a value of true or false to Reform when a tab is processed depending on whether it is checked or not Enable/Disable The enable/disable component will allow or disallow access to a tab. If a tab is disabled and a Process All button is clicked, the tab will not be processed. Tab is disabled. Objects are locked. Tab enabled. Objects are unlocked.

96 MOST ComboBox Objects ComboBoxes can be populated with different types of data depending on the requirements ComboBox Under the Type property, you can set it to CustomDatabase, Database, DLL, FileList, Global, Static, or Target. If Global is used, a static list must exist with the same name as the global variable you are trying to add the combo box for. When CustomDatabase is selected, you can specify a custom SQL Query to be executed upon opening the tab. When FileList is selected, three more properties will appear; Directory, Filter, and Extension. Directory is the folder that will be scanned for files. The files will be populated into the ComboBox. Filter can be changed to have only certain kinds of files listed. Extension can be set to show or hide the file extensions within the ComboBox. With Static selected, the Static Data property will appear. You can then choose a Static Data group to be populated into the ComboBox. Also note that you can specify a default value for the setting by changing the value of the DefaultText property Scan Setting The Scan Setting component can set printer settings from within a ComboBox.

97 MOST 97 In the properties frame, change the ScanType to Color, Compression, Density, FileType, Mode, Resolution, ScanType, Sides, Size. The ComboBox will be automatically populated with the settings. Also note that you can specify a default value for the setting by changing the value of the DefaultText property. 4.4 Label Objects Labels have no dynamic properties; they simply display text. You can change the font size, color, and alignment by changing their properties. 4.5 ListBox Objects ListBoxes can be populated with data that has been pulled from databases, work in sync with other components, and perform a variety of other tasks Editable ListBox The Editable ListBox component is just like a regular ListBox object, you can set values for each item in the list by pressing the button next to the item you want to set a value for.

98 MOST ListBox ListBoxes can be used to display different data types. The AllValues property indicates whether all rows in the list should be returned [Yes], or just the selected row [No]. The ButtonHeight property specifies the height of the scroll buttons that appear on the ListBox, in pixels. The Columns property specifies how many columns the ListBox should have. The MaxItems property sets the maximum number of rows of data that are sent to the client machine at any time. The Multiselect property, if set to On, allows the user to select multiple rows in the ListBox. The Primary column will set which column of data is to be returned. The ProcessClear property, if set to true, will automatically clear the ListBox after the tab has been processed.

99 MOST 99 If the Required property is set to Yes, the tab will not be able to be processed unless there is an item selected in the ListBox. The Type property has several options; CustomDatabase, Database, DLL, FileList, Static, Target. If set to CustomDatabase, the user must specify a DSN and an SQL query string. If set to Database, they must specify a DSN, a Table, DisplayFields, which tells which fields to display, HiddenFields, which tells which fields to return but not display, and optionally SearchField and SearchValue, which sets the field to search, and the value to search for. If set to DLL, you need to have certain parameters to pass through to the DLL file in the DesignerValue property. If set to FileList, much like the Tree ListBox, the user needs to set a directory to scan for files, the Filter, and whether or not to show the Extension. If set to Static, the user must select a group of static data. Static Data can be edited in the menu Data->Static Data Tree ListBox The Tree ListBox component can be used to either display a list of files and folders within a directory in an organized tree view, or it can send parameters to a DLL file that uses the MOST SDK.

100 MOST 100 In the example above, the Tree ListBox has its Type property set to FileList and its Directory set to a folder on the local machine. The ChildSelect property, if set to On, will only allow sub-items (or Child Items) in the Tree ListBox to be selected by the user. If the Required property is set to Yes, the tab will not be able to be processed unless there is a file selected in the Tree ListBox. The Type property can be either DLL or FileList. If it is set to FileList, you must choose the Directory property, which is the location on your local machine to scan for files and folders, the Filter property, which will only show the type of files you would like to see based on the file extension [ie. *.txt, *.jpg], the Extension property, which if set to Hide will not show the file extensions for any files that are listed, and ShowFiles, which must be set to Yes for files and folders to be automatically populated in the Tree ListBox. If DLL is selected for property Type, then you must have parameters to pass along to the DLL (that uses the MOST SDK) to utilize it. Those parameters should be set in the DesignerValue property. 4.6 TextBox Objects The TextBox component has several properties that can change its functionality.

101 MOST 101 The ProcessClear property, if set to true, will automatically clear the TextBox after the tab has been processed. The Required property, if set to true, will not allow the user to process the tab until the field has been filled out. The KeyboardTitle property specifies what text will be displayed on the top of the on-screen keyboard on the MFP. The KeyboardTitle property specifies what text will go in the top left of the keyboard. The Type property can be set to Global, Password, Standard or Popup. Global will create a new property called Variable, which should be pointed towards a Global Variable. The TextBox will automatically be filled with the Global Variable chosen in the Variable property. Password will automatically mask the text that a user enters. Standard is the default, normal entry mode.

102 MOST 102 Popup allows you to populate the textbox with data that the user selects from a popup box. When chosen, additional options will be made available such as Popup Type which allows you to populate the popup screen from a DLL, Database or Static data. If the Validate property is set to another TextBox, upon processing the tab, the two TextBoxes will be compared for validity. If they do not match, the user will be notified and processing will not continue. Chapter 5: The MFP Control Center 5.1 MFP Control Center Menu Menu Menu Option Icon Details Scan from MOST Manager File Edit This will scan the IP addresses of the MFPs that have previously connected to the MOST Manager. Only available if Client Data is assigned a DSN in the MOST Manager Settings (Devices Tab). Scan from File NA Allows you to select a text file that contains IP addresses. It will then scan these IP addresses. Update MOST Desktop Settings Exit NA Closes the MFP Control Center. Updates settings in MOST Desktop to match those configured in the Control Center MOST for Ricoh Settings NA Displays the configuration options for Ricoh devices. MOST for HP Settings NA Displays the configuration options for HP devices. MOST for Lexmark Settings NA Displays the configuration options for Lexmark devices. General Settings NA Configure Proxy settings and MFP Process

103 MOST 103 Help 5.2 MOST Settings timeout settings. SNMP Mode NA Uses SNMP to gather additional information from the MFP. If you have trouble scanning for an MFP, disabling this option may help your results. Ping Mode NA Pings the device prior to scanning the IP address. Verbose Logging NA Enable MFP logging MFP Diagnostic NA Tool that verifies the configuration of a Tool About device and displays troubleshooting details. Displays the About dialog that contains the version number of the application as well as the version of MOST that it will install. To open the MOST Settings, have the MFP Control Center open and click Edit > MOST for Ricoh/HP/Lexmark Settings. This will display the settings for the selected manufacturer. Note: Each manufacturer may have slightly different options available. However, the majority of them match regardless of manufacturer.

104 MOST 104 Here, you can configure settings for MOST. They include: Option MOST Server IP Address Most Server Port Difference Time to Live Description The default IP address for MOST to connect to once it is installed. (This can later be modified on the MFP if necessary.) The port that is configured in the MOST Manager The difference in time (in milliseconds) that it takes to ping each server from an MFP How often the ping is checked, in seconds Option Login Window Linking Login Window Image Card Window Timeout Continue Dialog Timeout Continue Dialog Default Description When you enter the username on MOST, this option can automatically display the password entry, then login. The URL to an image that you want displayed on the login window The amount of seconds that the Card Window will timeout after The amount of seconds that the Continue screen will timeout after, then it will default to Finish or Cancel The default option after the Continue Timeout above, either Finish or Cancel

105 MOST 105 Option Copy Counter MFP Username MFP Password Lock Functions Card Reader Lock Panel Description Enables MOST to keep track of copies made while the user is logged into MOST. Requires The Reform Tracker plug-in to be installed in order to function properly. The same administrative username used to log into the MFP s Web Image Monitor. The same administrative password used to log into the MFP s Web Image Monitor Used to manage and lock users out of the enabled functions until the user logs into MOST. By default, enabling any of these will lock users out without the ability to configure which users or groups have access to what functions. The Reform Tracker plugin is required in order to make these customizations. In order to unlock functions after locking them and installing MOST to an MFP, please see the trouble shooting section of this manual. If your proximity card reader is not working correctly, this option attempts to force MOST to recognize the device. Note that this option will cause MOST to use external keyboards as a card reader. Locks the MFP so that only MOST can be accessed. The other MFP options will be unavailable.

106 MOST 106 Option Interval MIBs Available Selected Description How often the MFP Monitor (MFP Alerts) will query the MFP for status updates. Set this to 0 to disable MFP Alerts. The MIB or range of MIB s (using * wildcard) that the MFP Monitor will query. Lists the possible device Models available to force MOST Lite instead of the standard MOST. This option to force MOST Lite is only for devices running Java version 7.x or 10.x and support the 4 line LCD embedded software architecture. Lists the selected device Models to force MOST Lite instead of the standard MOST. Note: Forcing MOST Lite to an MFP that does not support the 4 line LCD embedded software architecture will cause MOST to not install or function properly on that device. 5.3 General Settings To access the General Settings, have the MFP Control Center window open and go to Edit > General Settings.

107 MOST 107 Option Process Timeout Max Threads Count Description Used to specify a timeout for MOST when installing, updating etc. There are two timeouts, without and without reboot. Please see note. If using a Wide Area Network, both values should be increased accordingly. Max Threads Count specifies the maximum number of MFPs to be accessed when scanning an IP Range. 5.4 Scanning IP Ranges Ricoh MFPs can be automatically detected by specifying a range of IPs to scan. Fill in each box [i.e to ] and click Start Scan to search for MFPs.

108 MOST 108 Once one or more MFPs are found and the scan has finished, press the Next button. On the next screen, it will list all of the MFPs that were found in the scan, and they will be split up into three tabs-the printers that have MOST installed and the printers that don t have MOST installed on them, and the printers that could not be reached. From the Installed tab you can select multiple printers and verify installations, start MOST, Uninstall MOST, or reboot the MFP. From the Uninstalled tab you can have MOST installed automatically, and you can reboot the MFP. Also note that if you check the checkboxes next to multiple MFPs, you can perform any task to all of the printers with one click. You can also use the Edit > Select All feature to select all the MFPs.

109 MOST MFP Diagnostic Tool The MFP Diagnostic tool checks if the ports on the MFP are open so MOST can install. If there is an issue installing on a MFP, use this tool to check the MFP s ports. Chapter 6: Licensing The MOST software is licensed on a Per-MFP basis. One license is required for each MFP and MOST Desktop client that will utilize the MOST product. The server-side software (MOST Manager) is free. This does not include Reform; however it is possible to configure multiple MOST servers to utilize one licensed Reform server. This depends on the scanning load of your environment. MOST is considered a plug-in for Reform. Please see the Reform Licensing and Registration section of the Reform User Manual for more information on how to license Reform Plug-ins. After the license is entered, the Reform Spooler and plug-ins will need to be restarted to refresh the licenses. More information regarding the Reform Spooler Service can be found in

110 MOST 110 the Reform User Manual. Once the Reform Spooler is running, the MOST Manager Service should be restarted to read the new license values that Reform had created. Please see the section Running MOST as a Service for instructions on restarting the MOST service. Configuring MFP Alerts for Ricoh Devices **Important: It is required to have the Reform plug-in installed and configured with MOST before attempting to use the MFP Alerts. Before continuing with this part of the instructions, be sure that scan to is functioning with an SMTP server. MFP alerts can be used to receive notifications of issues such as a paper jam, empty toner or no paper occurring at a MOST enabled MFP(s). In order to receive MFP alerts the RM_MFP_Monitor service must be set to startup automatically, run under the correct service account, and should be currently running. 1. To add the MOST Screen that allows a user to request the alerts, Go to Start > Programs > Reform > MOST > Misc > MFP Monitor Screen 2. Select Yes to import MFP_Monitor into MOST. This will open the MOST Designer and add the MFPAlert tab to MOST. 3. In the MOST Designer select Data > Users and Groups

111 MOST Select the group that you would like the users that are part of that group to have the ability to receive MFP alerts. You will need to add the Admin collection to the Selected Collections if not already present. This can be done by selecting MFPAlerts in the Available Collections and click the right arrow to add to the Select Collections.

112 MOST Open the MFP Control Center by going to Start > Programs > Reform > MOST > Install to MFPs. 6. From the MFP Control Center go to Edit > MOST for Ricoh Settings 7. Click the Advanced tab.

113 MOST If the Interval value is set to 0, change the Interval value to 15 seconds. The Interval value must be greater than 0 to receive alerts. Click Save. If you changed this value you will need to reinstall MOST to the MFP you would like to receive alerts from. Please see sections 1.2.1, or of this manual to install MOST to MFP. 9. Log into the MFP with the same account you would like to receive the MFP alerts. Select the MFP Alerts collection. Select the Alerts tab from the MFP Alerts collection. You can now click on the type of alert(s) you would like to receive s for. Click Save. You will now be sent notifications via for the events you selected for that MFP. You can repeat step 9 on as many MFPs as you would like to receive alerts for. How to Join Two MOST Servers Joining two MOST servers should only be done once the servers have been fully tested separately and everything is working as expected. Since joining the servers requires them to have the same configuration, be sure that they are working in the same way prior to following these instructions. Synchronizing servers in MOST will ensure they are configured identically. Best practices also require that the software be installed in the same path on both servers. For example, Reform is installed to C:\Program Files\Reform\ on the first server. It should be installed to this same location on the second server. 1. Compare Reform Servers and Folders

114 MOST 114 The Compare Reform Folders utility will can compare the files in two folders containing releases of Reform and/or Reform backups. To open Compare Reform Folders, open the Health Monitor by going to Start > Reform > Health Monitor. Next, click the Compare Reform Folders button in the Backup/Restore section on the main screen in Health Monitor. Select two folders to compare by entering them in or clicking Browse and finding them in the file directory. Click Compare and Health Monitor will compare the two of them, showing added, deleted, and modified files. The Second Directory should specify the other server s Reform location via UNC path. For example: \\Server2\C$\Program Files\Reform\ Once it is confirmed that the two servers have the same important files, you can proceed to step Enable Syncing on the first server On the first server, please open the MOST Manager. Go to Programs > Reform > MOST > Manager.

115 MOST 115 Click the Edit menu and open Settings. Select the Other Tab.

116 MOST 116 Check the Enable Synchronization checkbox and click Save. A message box will appear asking if you would like to overwrite the settings on the first server, please click No. By doing this, we will maintain the settings from the first server. 3. Enable Syncing on Server 2 On the second server, open the MOST Manager and select the Other Tab. Check the Enable Synchronization checkbox and click Save. The message will appear again asking if you would like to overwrite the settings on the second server, this time click Yes.

117 MOST 117 By doing this we are maintaining settings on Server 1 and overwriting the settings on the second server with the settings from the first server. 4. Add the second server s IP to the first server On the first server, open the MOST Manager Settings and go to the Servers tab. In the Available Servers box, please add the second server s IP Address. Click the Add button. After adding the second server s IP Address, both IP s will appear in the Available Servers. Click Save.

118 MOST Verify that the second server synchronized On the second server, please open the MOST Manager. Check that both IP Addresses are in the Available Servers box. Showing both IP Addresses mean that the servers are synchronized properly. 6. Test the load balancing Test logging into both servers as well as processing jobs through both servers. a. Login, logout, login, logout. Checking the MOST Manager, the login activity will alternate between servers. b. Login and scan multiple times without logging out (at least 4 scans). This will force the jobs to alternate between the two servers. Each server will have two jobs on it. The jobs will be processed by Server1, Server2, Server1, Server2 (or just the opposite if Server2 processed the first job). Maintenance There are certain directories and SQL tables that need to be monitored for growth along with the MOST plug-in for Reform. As a system processes more and more jobs, the size of these directories and SQL tables can grow very quickly. Overall system performance can be affected by the large amounts of space that the files may take up. Also, there exists a 10GB database limit if using the Microsoft SQL Server Express supplied with this installation. Obsolete files/database entries should be deleted according to your needs and file retention specifications.

119 MOST 119 Please see the Reform Health Monitor and Maintenance Utility section in the Reform User Manual for more information and instructions for monitoring and maintaining your server. It is recommended to monitor the following directories and SQL tables for growth: Directories: C:\Program Files\Reform \Backups C:\Program Files\Reform \Spooler\ImageQueue C:\Program Files\Reform \Plugins\MOST2\Logs C:\Program Files\Reform \Plugins\WriteToFolder\Attachments SQL Tables: Reform_MOST_Card_Data Reform_SaveToFile_Status Reform_ _Trans Reform_ _Status Reform_WriteToFolder_Trans Troubleshooting Event Log The Windows Event Log is a good resource to check if you are experiencing difficulties at any point. It can be accessed by going to Control Panel>Administrative Tools>Event Log. Check for any errors or warning relating to MOST and the various Plugins you may have installed. The information provided in the Event Log should give you more insight to why you are having difficulties. Permissions Issues Verify that the MOST Manager Service is running as a domain account with local administrative privileges. See section about running the MOST Manager as a Service for more information. If the MFP can t connect to the MOST Server Try: Testing the connection locally with MOST Desktop Checking Firewall settings (see below) Pinging the server from the MFP From another PC or Server, use the Telnet command to check the connection Firewalls and the MOST Server In total, there are a few ports that the MOST Manager uses in order to communicate with the MFPs: Port, File Port and File Server Port. By default, these values are 15000, 15000, and 8080

120 MOST 120 respectively. The protocol used is TCP. To view or configure which ports the MOST Manager is currently using, open the MOST Manager by going to Start > Programs > Reform > MOST > Manager. On the menu, click on Edit > Settings. In the Servers tab, you will see the above mentioned ports. These ports (TCP) should be added to your firewall s allow list. The MOST Manager service may also need to be added to our allowed applications list in the firewall.

121 MOST 121 Function Unlocking after Locking with MOST Installation Function locks can be enabled in the MFP Control Center before installing MOST onto an MFP. The access these settings, open the MFP Control Center (Start > Programs > Reform > MOST > Install to MFPs), go to Edit > MOST Ricoh/HP/Lexmark Settings for the device s manufacturer and navigate to the Device tab. If any of the lock functions are checked, these functions will be locked on the MFP during the MOST installation. In order to undo these changes, the functions must be unlocked manually. Simply un-checking these lock functions and reinstalling MOST will have no effect on the current lock function configuration of the MFP. To use MOST without function locking (after enabling lock functions) on the MFP, the lock functions first must be unchecked in the Device tab (above) and MOST must be reinstalled to the MFP which originally had the functions locked. Finally, the functions must be unlocked manually using the MFP s web interface To disable function locking manually, the device s website must be used. Use your web browser to navigate to IP> i.e. Click the Login link on the top right of the page. You will be prompted to enter the MFP s administrator login user name and password. Please do so and click Login.

122 MOST 122 Next, click on Configuration on the left hand side of the window. Now click on User Authentication Management.

123 MOST 123 Scroll down until you see User Authentication Settings. Here you will see the settings which are configured for user code authentication. The settings you want unlocked must be unchecked. An example of unlocked settings would be: Click OK to apply your changes. The final step is to reinstall MOST onto the MFP. Before doing so, be sure that the lock functions are not checked in the MOST Settings of the MFP Control Center as discussed previously. Other company or product names mentioned herein may be trademarks or registered trademarks of their respective companies