Open Bee R.M.A – Administrator Guide
Contents
1. J version 11 MP C6502SP MP C8002SP Pro C5100S Pro C5110S MP C4503 Series MP C5503 Series MP C6003 Series MP C3003 Series MP C3503 Series MP C2003 SP MP C2503 SP MP C2003Z SP MP C2503Z SP MP C4503Z Series MP C5503Z Series MP C6003Z Series MP C3003Z Series MP C3503Z Series MP 2553 Series MP 3053 Series MP 3353 Series MP 2553Z SP MP 3053Z SP MP 3353Z SP SP 4510SF MP 401 SPF Device list SDK Type J version 10 Aficio MP C3002 Series Aficio MP C3502 Series Aficio MP C4502 Series Aficio MP C5502 Series Aficio MP 4002 Aficio MP 5002 Aficio MP 4002 SP Aficio MP 5002 SP Aficio MP 6002 Series Aficio MP 7502 Series Aficio MP 9002 Series Aficio MP C305 Series Aficio MP 301 Series MP 2001 SP MP 2501 SP2. Metz Tessy France T l 33 0 4 50 640 551 Contents Contents COM iaa 3 ME Ao une vetnects A E E 4 Solution CEs Ch ClO naaa 5 installing Onenm Bee RMA seicsicccceciteiecencacnseececeuvesuaeeuceacuteseaenivesaveecueausaeceaenvesseceueaaetaeesveuntessceutagnveeceteasesseauealees 6 SV SECT regure neS naaa 6 Step by step installation USING WED browsert cccccssessecccssessccccnsesscccssuseecesauunsesssasusesessuuneessssaunecesssuansesessaansees 6 Configuration wizard of Open Bee RMA application csccsccsscssccecccsccscceccesccscceccesccncceccesccncceccescencceccess 13 General SSUES iii dolorido alas 15 Connection settings to Open Bee DMS uu ccscccscccssccnscccscccanecneeenseeesueeseeeeseeeaeeeseeesaeesauseseesaessauseauesaaessanseaussaaeeses 16 DAte TORMO a aio 16 Aamin totor OSS WOO AAA ASA AAA AAA AA 17 Filing documents with Open Bee RMA csccscssccsccsccsccsccsccccecceccncceccnccsccnccnccnccsccscescscescesceccescesceccescnscnsonss 18 Retrieving documents filed with Open Bee RMA ccsccsccssccsccsccesccscceccesccscceccesccncceccsccnccescsccsccescesccnccescs 21 Log in to Open Bee Portal as a registered USef ccsseccccssesccnnnseccssesccssunsccsasecssuseesausecssausecssausessauasessaansesaaanes 21 EOC OCC VOU FAO CUINA gs ee es 22 Searching Vour OIG esc eray soot aoe ce E ENN a 23 Device compatibility St oracao iii 24 Welcome ZN Welcome The Open Bee RMA Guide gathers recommend
3. fields using the screen keyboard e URL or IP address The host on which the Open Bee Portal run e Port This field allows you to enter the port number do not select SSL if you do not use https e Login A valid Open Bee Portal login by default admin e Password A valid Open Bee Portal password by default admin General settings General settings At the bottom left of the home screen of your application click on the General settings button if you want to customise your settings Filing categories Please click on a button to select a filing category Construct ion Finance Legal MES Default Government Healthcare Mon profit organization Home of f ice Real estate Educat jon Employment Retail Facture Insurance beneral settings You must enter the administrator password of the application By default the password is 123456 General settings Please type in the Administrator password of the Open Bee R M 4 application General settings Once logged in as an administrator the following screen appears General settings Connection settings to Open Bee DMS Date format Administrator password a Connection settings to Open Bee DMS This menu allows you to display the configuration wizard of Open Bee RMA described in the previous section Date format This menu allows you to choose your the date format To save your settings please click the OK button Date
4. format DD AMM yy DEMM YY YYYY MH OD pe General settings Administrator password You can change the administrator password using this menu Administrator password To modify the Administrator password of the Open Bee R M A app Please enter required information pm Filing documents with Open Bee RMA Filing documents with Open Bee RMA Load your original documents into the MFP Press the Open Bee R MA button on the control panel Open Bee R M A Select the filing category of your choice Filing categories Please click on a button to select a filing category Const ruct ion Finance Legal Default Government Logistic Educat ion Healthcare Non profit organization Employment Home off ice Real estate Facture Insurance Retail General settings Filing documents with Open Bee RMA Input required metadata every required metadata have a star Metadata Please enter required metadata for the Insurance filing category Type of document Certificate of insurance Document date 2014 07 28 Today Document issuer John ER Comment Next Scan settings Select document resolution color and scan source the duplex mode is only available from feeder Scan settings Resolution dpi Color scan source Platen alas us File the document Filing documents with Open Bee RMA Press the File the document button on the cont
5. route the document to Open Bee Portal Open Bee RMA displays existing filing wizards which have been set in Open Bee Portal filing categories Please read the appropriate section of the Open Bee Portal user manual Installing Open Bee RMA E Installing Open Bee RMA System requirements e Ricoh MFP compatible with SDK Type J version 10 and 11 only WVGA and uWVGA e LAN network and or internet connexion e Open Bee Portal DMS Server v5 6 or superior Step by step installation using web browser Please open a Web browser and type the following URL http IP adress port number e P address IP address of your Ricoh MFP e Port number the port number is not required just enter http IP adress Should you use a simulator enter http IP adress 8081 Validate The following page will be displayed ine J Web Image Monitor al localhost 3081 emulator web sasWebTop jsp 6 al MicroApplication Customized We P Y A D RICOH Emulator Web Image Monitor Configuration English As Extended Feature Settings ay Network Q Device Settings m Extended Feature Info m IPy4 m Function Priority Installing Open Bee RMA To successfully install Open Bee RMA you need an administrator account The default administrator account is e Login admin e Password by default no password is required but if you use a simulator you must set ricoh To get the authentication form you must click on the log
6. Version 3 August 2014 Contents Legal notices OPEN BEE provides this publication As Is without warranty of any kind either express or implied including but not limited to the implied warranties of merchantability or fitness for a particular purpose Some states or jurisdictions do not allow disclaimer of express or implied warranties in certain transactions therefore this statement may not apply to you OPEN BEE reserves the right to revise this publication and to make changes from time to time in the content hereof without obligation of OPEN BEE to notify any person of such revision or changes Copyright 2001 2014 Open Bee All rights reserved OPEN BEE is a registered trademark of OPEN BEE in France and or other countries All other company names or product names referenced herein may be the trademarks of their respective holders Trademarks and credits Adobe Acrobat and PostScript are trademarks or registered trademarks of Adobe Systems Incorporated in the United States and or other countries Microsoft Windows Windows Media Windows Server Windows NT Windows XP Windows Vista Win32 Outlook ActiveX Active Directory are either registered trademarks or brands or trademarks or service marks of Microsoft Corporation in the United States and or other countries All other company names or product names referenced herein may be the trademarks of their respective holders Open Bee PAE des Longeray 74370
7. ations advice and suggestions on how to use the Open Bee Ricoh MFP Agent in combination with Open Bee Portal In order to make the best out of it please acquaint yourself with the concepts and procedures described hereunder When installing and setting up an Open Bee system you must be familiar with the Ricoh scanning devices that you will use with Open Bee software components and the basic installation and configuration workflow This guide is intended for administrators responsible for the initial installation configuration and licensing of Open Bee DMS Solutions Please visit our Open Bee website should you have any question or should you need any additional information htto www myopenbee com This guide have been written and published under the control of Open Bee Solution description Solution description Open Bee RMA Ricoh MFP Agent is a software solution which allows you to index and file scanned paper documents directly from your Ricoh MFP touch s screen to your Open Bee Portal DMS Server PDF Open Bee Portal DMS To file scanned paper documents to Open Bee Portal DMS server you simply need to follow the next steps Walk up to your Ricoh MFP device Select Open Bee app from the touch screen Select a filing category corresponding to your document type Enter few metadata when prompted Modify scanning resolution and color optional PI PARAS ES Click on File to
8. browsing the folder hierarchy Retrieving documents filed with Open Bee RMA Searching your documents This functionality allows you to search your documents From any page you have access to the two different search modules The simple search and the advanced search l l i Advanced search Simple search In order to retrieve a document previously filed thanks to Open Bee RMA enter one or several keywords series of characters within the frame and click search to run the search In this case you can retrieve documents depending on the words contained within Document title Metadata associated to the documents that have been prompted thanks to Open Bee RMA Once the search has been run a page is popping up displaying all the documents matching your search criteria Document Administration Search X File typew Search O Simple search QA 3 Results found for invoice Name Document Path Date Status Actions 7 Invoices Delivery notes Invoices 2011 05 18 13 55 42 a y E 4 Invoice_Bradley_12 04 2011 Invoices Bradley Invoice_Bradley_12 2011 05 18 13 55 42 A F 4 Invoice Thames Water Invoice Thames Water 2011 05 18 14 37 10 E There are also many multiple ways to retrieve a document Please read the appropriate section of the Open Bee Portal user manual for more information on this subject Device compatibility list Device compatibility list Device list SDK Type
9. ded feature will be installed NM Extended Feature Name Open Bee RMA E Description null E Version 1 01 E Product ID 123456788 E Startup Location HDD Vendor Open Bee E Contact as patas HHE ee E mail support myopenbee org E Auto Start On Installing Open Bee RMA After a few seconds a confirmation message will acknowledge the successful state of the installation Installation completed Please check the application from Application List tab Back Go back twice to return to the administration page To start Open Bee RMA click on the link startup setting to get the list of all applications 3 Web Image Monitor Mec ae aver an e t gt al SH localhost 8081 emulator web sasWebTop jsp Sy al v MicroApplication Customized We AP A A v r Logout RICOH Emulator Web Image Monitor Administrator As Extended Feature Settings A Network Device Settings m Startup Setting E IPv4 m Function Priority E Extended Feature Info E Install m Uninstall E Administrator Tools m Platform Update Installing Open Bee RMA The following page will be displayed bi Y _ Web Image Monitor a al localhost 3081 emulator web startupSettings jsp Cc a v MicroApplication Customized We PY tf Br 2 Logout RICOH Emulator Web Image Monitor Administrator Startup Setting 22 Start Up Stop 001100 Total Applications 1 Selection Extended Feature Name Type Status De
10. in button in the top right of the over page To access the authentication form please click on the login link in the top right corner of the page The following page will be displayed a A amp al localhost 3081 emulator web sasWebLogin jsp GQ MicroApplication Customized We P Y A BG RICOH Login User Name admin Login Password eeeee Enter the login and password and confirm by clicking on the login button Installing Open Bee RMA Eo Once authenticated the following page will be displayed Href a ae itor i Web Image Monitor p gt al P localhost 8081 emulator web sasWebTop jsp ii CO H Emulator Web Image Monitor E Startup Setting am P4 E Function Priority E Extended Feature Info E Install Uninstall E Administrator Tools am Platform Update In order to complete the installation of Open Bee RMA click on the install link Installing Open Bee RMA EA The following page will be displayed Li J Web Image Monitor te al Y localhost 8081 emulator web instApp jsp Q MicroApplication Customized We Logout RICOH Emulator Web Image Monitor eS Back Select a source media then press Display Extended Feature List Source Media SD Card Slot Web Server 9 Local File Parcourir Aucun fichier s lectionn Display Extended Feature List Click the browse button and selec
11. ion Open Bee R M A Authentication settings Please select here whether you want to protect Open Bee R M A from usage by unauthorized staff or visitors or mot Allow access without authentication Require user authentication Configuration wizard of Open Bee RMA application If you have selected Allow access without authentication the following screen will be displayed Open Bee R M A Authentication settings Please click on the left button to enter the URL or IP address of your Open Bee Portal Document Management System Url or IP address https x click on the left button to enter a value Port 443 Please click on the left buttons to enter the login and password of the shared account that will be used to file scanned Login x click on the left button to enter a value Password x click on the left button to enter a value General settings If you have selected Require user authentication the following screen will be displayed Open Bee R M A Authentication settings gr ol a mM s cL a ao Cc m a co LI Back Please click on the left button to enter the URL or IP address of your Open Bee Portal Document Management System Url or IP address httpsi 4 click on the left button to enter a value Port 443 Login lt click on the left button to enter a value Password click on the left button to enter a value Back General settings Click on each button tocomplete the
12. or your username and password Username Password ake Language English x Forgot password 2011 Open Bee Viewer V5 0 0 50 All rights reserved LOGIN Please login with the username and password provided by your administrator and click You are now logged in to Open Bee Portal The displayed folders are those you have access to whether it is as a reader only or with advanced permissions Note The username and password are case sensitive Please make sure that the Caps Lock key is not enabled before typing your information In case of prolonged inactivity when logged in the message session has expired will be displayed you will then have to type your login and password from the login screen Retrieving documents filed with Open Bee RMA Locate your documents Exactly as in MS Windows you can click the Document tab and click on folders to locate your documents Administration Search X File type v 3 gt Invoices gt Mail gt April 2011 1 element Display by y None Jump to folder Name Actions E 9 Root Folder SL Mail Invoice Thames Water G 3 5 Invoices 8 3 Mail 5 3 April 2011 Mail 2011 Open Bee Viewer v5 0 0 50 All rights reserved Current folder actions Note Folders and sub folders are automatically generated based on metadata inputted at MFP level thanks to the Open Bee RMA app So it is very simple to locate your documents
13. rol panel to start filing the document to Open Bee Portal DMS Scanning result The document has been successfully filed into Open Bee Portal DMS Scanning from platen is done page per page once the first page is scanned you must click the continue button to scan another page or the End button to finish the scan job Scanning Job paused Please select a button Continue to position a new page End ta finish and file the document Cancel to abord the scanning job EN on Note Generally place originals in the landscape orientation If you place an original in the portrait orientation the image is sent rotated by 90 degrees In duplex mode each odd page will be upside down In order to auto rotate the images make sure that Open Bee Scan O C R Conversion Service OCS is enabled on your Open Bee DMS Retrieving documents filed with Open Bee RMA Retrieving documents filed with Open Bee RMA Open Bee Portal offers a quick and simple access to all your documents that have been previously filed from your Ricoh MFP touch s screen thanks to Open Bee RMA In order to retrieve your documents please follow the next steps Log in to Open Bee Portal as a registered user In order to connect to the Open Bee Portal server please run your web browser and the address that your network administrator gave you For instance http ricohdms myopenbee com The following window pops up asking you f
14. scription Version Startup Location Open Bee RM A J O Stopping Open Bee RMA 2 03 HDD Select Open Bee RMA Then click on the two arrows button next to the words start up stop The status of the Open Bee R M A application will change from Stopping to Suspend AGMINIstrato Startup Setting ES 22 Start Up Stop O11 OF Total Applications 1 Selection Extended Feature Name Type Status Description Version Startup Location Open Bee R M A J Suspend Open Bee R M A 2 03 HDD Back The installation of Open Bee RMA is now completed You can now go to the configuration wizard Configuration wizard of Open Bee RMA application Configuration wizard of Open Bee RMA application Home On the MFP click on Then Press the Open Bee R M A button to access to the application ww Open Bee R M A When the application is running on the MFP for the first time you must complete two steps to perform the configuration The first step is related to the authentication mode You can choose between two modes 1 Allow access without authentication this mode allows you to use one single account for all your users and one will not have to log in each time one use the application 2 Require user authentication One need to enter login and password every time one pause or stop the application and restart it you can also change the URL At any time you can change those settings please refer to next sect
15. t the zip file containing the Open Bee RMA application The name of the selected file will be displayed next to the browse button select a source media then press Display Extended Feature Last source Media O SD Card Slot Web Server Local File Parcourir 123456 7 88 zIp Display Extended Feature List Installing Open Bee RMA Click on the Display Extended Feature List button Select the parameters as shown below The installation must be made on the MFP s HDD 7 Web Image Monitor z al localhost 8081 emulator web instApp jsp Cc ey MicroApplication Customized We P amp BD Logout RICOH Emulator Web Image Monitor Administrator Back Select a source media then press Display Extended Feature List Source Media SD Card Slot Web Server Local File Parcourir Aucun fichier s lectionn Display Extended Feature List Installation Target Setting m Install to HDD x Type J Setting m Auto Start On Off Extended Feature List go D n OO Total Applications 1 Selection Extended Feature Name Type Description Version Source Media Open Bee RM A J Open Bee RM A 1 01 C Embedded_Software_Architecture_Emulator_11 00c dsdk mnt sd2 sdk server temp 20140508112328 temp zip To start the installation click the down arrow button next to the word Install Confirm your choice by clicking OK i Confirm The following exten
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