1 RICOH Account Administration
1.1 Overview of RICOH Account Administration
The available functions vary based on the application subscriptions your company purchased. For all TotalFlow Cloud applications, you use Account Administration to:
- Add, modify, and delete users.
- View details about your subscriptions.
- View and modify your account details.
For some applications, other functions are added so you can:
- Download and install RICOH Cloud Connector, to help communicate with Ricoh applications or with supported printers running in your network.
- Manage objects such as hot folders, printers, customers, and automations.
1.1.1 What's New?
RICOH Account Administration includes various defect fixes and security updates in every deployment. Additional changes for each deployment are listed here.
- April 30, 2024
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- Editorial changes and bug fixes.
- April 15, 2024
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- Editorial changes and bug fixes.
- April 9, 2024
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- Editorial changes and bug fixes.
- March 14, 2024
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- Editorial changes and bug fixes.
- March 7, 2024
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- Editorial changes and bug fixes.
- February 27, 2024
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- For RICOH TotalFlow Producer Advanced and Trial subscriptions, RICOH Account Administration added support for configuring and managing printers.
To communicate with the printers running in your environment, RICOH Cloud Connector now includes the RICOH Printer Connector component. The RICOH Printer Connector component is currently available only in the Windows version of RICOH Cloud Connector.
- Editorial changes and bug fixes.
- For RICOH TotalFlow Producer Advanced and Trial subscriptions, RICOH Account Administration added support for configuring and managing printers.
- February 13, 2024
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- Editorial changes and bug fixes.
- January 30, 2024
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- Editorial changes and bug fixes.
- November 14, 2023
- In support of RICOH TotalFlow Producer, RICOH Account Administration added support for the BETA feature Office Conversion.
This feature is available with the RICOH TotalFlow Producer Trial and Advanced subscriptions.
- In support of RICOH TotalFlow Producer, RICOH Account Administration added support for the BETA feature Office Conversion.
- August 2, 2023
- In support of RICOH TotalFlow Producer, RICOH Account Administration added support for these system objects:
- Automations
- Connectors
- Customers
- Hot folders
These objects are only visible after you activate a subscription for RICOH TotalFlow Producer, however, instructions for managing them are included in the help system.
- In support of RICOH TotalFlow Producer, RICOH Account Administration added support for these system objects:
- June 21, 2023
- Help system updates.
- March 1, 2023
- Various security updates, including fixes for CVE-2022-41946 and CVE-2022-42003.
- November 10, 2022
- Various security updates, including fixes for CVE-2022-42889.
- August 24, 2022
- Various security updates, including fixes for CVE-2022-31197.
- July 27, 2022
- Various security updates.
- June 24, 2022
- Added support for configuring RICOH Cloud Connector to use HTTPS.
- Various security updates, including fixes for CVE-2022-21724.
- May 17, 2022
- RICOH Cloud Connector installation through the user interface is now available.
- March 11, 2022
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- Updated translations to include RICOH Cloud Connector content.
- Updated English documentation for RICOH Cloud Connector and overview topics.
- February 23, 2022
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- Added support for customers in Canada.
- January 19, 2022
- Various security updates, including fixes for CVE-2021-44228.
- October 27, 2021
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- RICOH Cloud Connector is now available.
- September 1, 2021
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- Added support for customers in France.
- August 25, 2021
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- Added support for customers in Germany.
- July 28, 2021
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- Added support for customers in Vietnam.
- May 12, 2021
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- Added support for customers in Belgium and Luxembourg.
- May 7, 2021
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- Updated the cookie policy for customers in Japan.
- March 17, 2021
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- Added support for customers in Portugal.
- February 17, 2021
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- Added support for customers in Spain.
- December 16, 2020
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- Added support for customers in the Philippines.
- December 2, 2020
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- Added support for customers in Switzerland.
- September 9, 2020
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- Added support for customers in Japan.
- September 2, 2020
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- Updated the Privacy Policy for customers in the United States.
- August 5, 2020
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- Added support for customers in Sweden.
- May 20, 2020
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- Added support for customers in Malaysia and Mexico.
1.1.2 System Objects
The system objects you define in Account Administration might be used across TotalFlow Cloud applications.
1.1.2.1 Automations
Users with Administrator role can create automations, defining the events that each automation monitors, the conditions that must be met, and the actions that take place automatically.
1.1.2.2 Connectors
RICOH Cloud Connector is used in different ways for different applications.
- RICOH InfoPrint Manager for Windows and for Linux
Uses Cloud Connector to install and manage subscription licenses.
- RICOH TotalFlow Producer
Uses Cloud Connector to transfer jobs to hot folders and printers.
1.1.2.3 Customers
You must create a customer account for each customer. Then, you add Users associated with those customers, for their employees, so they can submit jobs.
Users have two ways of submitting jobs: through the RICOH TotalFlow Producer Submit job or Submit Order function or using a customized email address that you create for the customer account.
1.1.2.4 Hot Folders
When a customer sends jobs to hot folders, the incoming job files can be stored there or redirected for other applications (such as an impositioning program) to retrieve and process them. Also, a hot folder can represent a directory connected to a printer, so when a file is sent to that folder it is automatically submitted to the printer for processing.
RICOH TotalFlow Cloud applications that access hot folders need a RICOH Cloud Connector to communicate with the hot folder location. If the application sending files cannot connect with the hot folder, the files are not transferred.
1.1.2.5 Printers
You can connect to printers running on-premises in your local network by adding them in RICOH Account Administration, in the Printers tab. The configured printers are then available in RICOH TotalFlow Producer, in the Printers panel.
This function is available only with a RICOH TotalFlow Producer Advanced or Trial subscription and requires a RICOH Cloud Connector installation that includes the RICOH Printer Connector component. The RICOH Printer Connector component is included only in the Windows version of RICOH Cloud Connector.
Only users with a Job Manager role can access the Printers panel and send jobs to printers.
1.1.2.6 Users
When Ricoh initially sets up your account, one Administrator user is created. The administrator receives a welcome email from TotalFlow Cloud, with a link to log in and change their initial password. This administrator is responsible for creating users for the rest of your organization.
Users are assigned roles for each application that you have purchased a subscription for. Roles are based on the user's job responsibilities and vary from application to application. For example, Account Administration has two roles that you can assign to users:
- Administrator
- Users who are permitted to view details about your account, create and manage other users, and administer other objects as required.
- None
- Users whose job responsibilities include working in your subscribed applications, but not administering users or other objects.
A user might be an Administrator in Account Administration, but a Job Submitter & Viewer in an application like RICOH TotalFlow Producer.
Users are also assigned a role within the TotalFlow Cloud platform. Most users are assigned to the Standard platform role. However, special platform roles are added by different applications.
- RICOH Supervisor adds the Large display platform role.
You create a user with the Large display platform role when, for example, you want to show RICOH Supervisor dashboards on a display in your production area to show current status. Someone in your company logs in as the Large display user and maximizes the browser window on the large display. The Large display user has View-only access and can stay logged in for the maximum time allowed.
- RICOH TotalFlow Producer adds the Customer platform role.
Users with the Customer platform role represent employees of your customers who submit jobs to TotalFlow Producer.
1.1.3 User Interface
1.1.3.1 Banner
The icons in the banner let you do a variety of tasks:
- Switch to another RICOH TotalFlow Cloud application you have access to.
Click , the App Switcher icon, and choose which app to open. The application opens in the same tab.
- Submit ideas to improve our applications.
Click , the Submit Ideas icon, then click Add a New Idea to describe what we should add. You can also review ideas submitted by other customers. If you like the idea, vote for it. Ideas that are supported by more than one customer are likely to catch our attention and have a better chance of being implemented!
- View notifications sent by system administrators or by the applications themselves.
Click , the Notifications icon.
- View details about your user ID or your company's account.
Click , the Account icon. Your user ID and account name are at the top of the menu. Select any option to see the associated settings or information.
- Get assistance using the application.
Click , the Help icon, and select Help.
- View the Terms of Use for TotalFlow Cloud applications.
Click , the Help icon, and select Terms of Use.
1.1.3.2 Main Page
The number of tabs available varies based on the applications you have subscribed to. All applications include these tabs:
- Subscriptions
- Users
- Details
Other applications add other tabs as needed.
Most of the tabs show a list of objects in a table. On all tables, you can:
- Sort the entries.
Click the table header once to sort in ascending order and again to sort in descending order.
- Change and rearrange the columns that display.
Click , the gear icon, and select Manage Columns.
- Search for text in the table.
Click , the Search icon, and type the text to find.
1.1.3.2.1 Automations Tab
These actions are available on the Automations tab:
- Create new automations
Click Create automation and follow the prompts.
- View the history of an automation
Right-click an automation in the list and select View history from the menu.
- Manage the columns displayed in the table
Click Manage Columns and choose the columns to display.
1.1.3.2.2 Connectors Tab
Here are the actions that you can do on this tab:
- View all the registered connectors and their properties, such as: Status, Version, Platform, or the last time they were contacted.
- Download the latest RICOH Cloud Connector version for your operating system.
Click Download and select the operating system.
- Generate a one-time code to register a cloud connector.
Click Generate one-time code.
- Edit, delete, or view the connections associated with a connector.
Right-click a connector and select an option from the menu.
- Note:
- To edit a connector, the server that the connector is defined on must be running and you must have a working network connection with it.
- When you delete a connector, the RICOH Cloud Connector instance is not uninstalled but it becomes unregistered from the cloud. The associated
hot folders and printers are disconnected and associated subscriptions might be affected.
If you register a new cloud connector, the hot folders and printers that no longer have a cloud connector assigned are automatically associated with the new cloud connector.
Clicking , the tools icon, opens a menu from which you can refresh the information in the table and manage the table columns.
1.1.3.2.3 Customers Tab
In this tab, you can add customers and specify which internal user a customer is assigned to. You can also edit or delete customers.
If the option to submit jobs by email is enabled, you can right-click a customer and select Get job submission email to see the custom job submission email address where the users associated with that customer can submit jobs.
1.1.3.2.4 Details Tab
You can click Edit details, in the top-right corner of the page, to update your company name, contact and billing information, default language, and the timeout period for all the users in your company. For RICOH TotalFlow Producer, you can also set the default measurement unit and specify whether Microsoft Office files are automatically converted to PDF during job submission.
1.1.3.2.5 Hot Folders Tab
From this view, you can add, edit, or delete hot folders.
1.1.3.2.6 Printers Tab
In this tab, you can view information about configured printers, including their IP address or host name, printer language settings, and printer state.
You can also add, edit, enable, disable, or delete printers.
1.1.3.2.7 Subscriptions Tab
Each subscription that your company has purchased displays as a card on the Subscriptions tab. The card shows the start and expiration dates for the subscription. Clicking Details opens a dialog that shows more information, including:
- The number and types of each license included with the application
- Details about the subscription, including any add-ons purchased with it
1.1.3.2.8 Users Tab
1.1.4 RICOH Cloud Connector
Cloud Connector is required only with specific products and in certain configurations:
- RICOH InfoPrint Manager Subscription
If you purchase RICOH InfoPrint Manager Subscription, Cloud Connector is installed with the product. It connects with RICOH TotalFlow Cloud to verify that your subscription has not expired.
- RICOH TotalFlow Producer
1.1.5 Accessibility
For more information about the commitment that we have made to accessibility, refer to the Accessibility page on the Ricoh web site.
Accessibility features
Accessibility features help users who have disabilities, such as restricted mobility or limited vision, use information technology products successfully.
The major accessibility features in this product let you:
- Use screen readers, screen magnifiers, and other assistive technologies.
- Use a keyboard instead of a mouse.
- Change attributes such as volume, color, contrast, and font size.
- Distinguish keys by touch without activating them.
- Attach alternative input and output devices such as special pointing devices and Braille displays.
In addition, the information center and the publications for the product are in an accessible format.
Markup Navigator shortcut keys
When a markup object that you defined has focus in the Markup Navigator, you can use these shortcut keys:
Markup Navigator shortcut keys
Description | Key |
---|---|
Opens the Edit dialog | Enter |
Deletes a markup object | Delete |
Keyboard navigation
This product uses standard Microsoft Windows navigation keys.
1.1.6 Trademarks
The EFI logo, Electronics For Imaging, Fiery, and the Fiery logo are registered trademarks of Electronics for Imaging, Inc. in the U.S. and/or certain other countries. EFI is a trademark of Electronics for Imaging, Inc. in the U.S. and/or certain other countries.
Firefox is a registered trademark of the Mozilla Foundation.
Google and Chrome are trademarks of Google Inc.
Java and all Java-based trademarks and logos are trademarks or registered trademarks of Oracle and/or its affiliates.
Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.
Microsoft, Windows, Windows Server, Windows Vista, and Internet Explorer are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
The proper names of the Windows operating systems are as follows:
- Windows Server 2019:
- Microsoft®Windows Server® 2019 Standard
- Microsoft®Windows Server® 2019 Essentials
- Windows Server 2022:
- Microsoft®Windows Server® 2022 Standard
- Microsoft®Windows Server® 2022 Essentials
- Windows 10:
- Microsoft® Windows 10 Pro
- Microsoft® Windows 10 Enterprise
- Windows 11:
- Microsoft® Windows 11 Pro
- Microsoft® Windows 11 Enterprise
OpenJDK is a trademark of Oracle America, Inc. Java and OpenJDK are trademarks or registered trademarks of Oracle and/or its affiliates. Copyright Oracle America, Inc.
RICOH TotalFlow™ Producer, RICOH InfoPrint Manager™, and RICOH Supervisor™ are trademarks of Ricoh Company, Ltd. in the United States, other countries, or both.
Other product names used herein are for identification purposes only and might be trademarks of their respective companies. We disclaim any and all rights to those marks.
1.2 Getting Started with RICOH TotalFlow™ Cloud
1.2.1 Signing in to RICOH TotalFlow Cloud for the First Time
When your account is created you receive an email from RICOH TotalFlow Cloud. Use the button in that email to log in for the first time.
- Open the email you received from RICOH TotalFlow Cloud.
- Click Sign in to your account.The sign-in page opens in your default web browser.
- Type a password in the New password and Confirm password fields, then click create password.Passwords must be more than eight characters long and meet the criteria listed on the page.
- Note:
- The email invitation expires after seven days. If you click the link after the invitation
expires, an error page opens and a new email invitation is sent to you automatically.
Important: Only click the Resend invitation link on that page if you do not see a new email from RICOH TotalFlow Cloud within 15 minutes.
- If you have other problems creating your account, contact your administrator and ask them to send your invitation again.
- The email invitation expires after seven days. If you click the link after the invitation
expires, an error page opens and a new email invitation is sent to you automatically.
1.2.2 Getting Started with RICOH TotalFlow Cloud for Administrators
Administrators complete most of their tasks in the RICOH Account Administration application, but might also access and use other applications.
To get started with RICOH TotalFlow Cloud as an Administrator:
- Log in and change your password.When your user ID is created, you receive an email inviting you to log in and start to use RICOH TotalFlow Cloud applications. The first time you log in, you must reset your password.
- Note:
- Ricoh only creates one user for your account. That user is an administrator. If you are the first user, you are responsible for adding more users and giving them access to the correct applications. You can create other administrators and delegate responsibilities to them.
As an Administrator, you are directed to the Account Administration application.
- Take action on cookie settings.TotalFlow Cloud applications use cookies, some of which are required. Review Managing cookie settings to learn more about cookies and the actions you can take.
- Familiarize yourself with the application interface. Review these topics:
- Review your account information and subscriptions.
- Managing Account Details
You can update contact details as needed.
- Viewing Subscriptions
If you have any questions, contact your Ricoh representative.
- Managing Account Details
- Learn about the components of your system, so you can start to plan the objects you need to create.
- Use the procedures included in this section and in the Configuring section to create the user IDs and other objects required in your account.
1.2.2.1 Viewing Subscriptions
- Sign in to RICOH Account Administration.
- Click Subscriptions in the left pane.
The Subscriptions page contains your subscription cards, along with their current status and expiration dates. A subscription status can be:
- Active
- The subscription is currently available for use.
- Pending
- The subscription's start date has not yet arrived.
- Suspended
- The subscription has been de-activated due to an event such as violation of terms and conditions or lack of payment. It can be restored when the problem is resolved.
- Expired
- The term of the subscription has elapsed.
- To expand the subscription details, click Details.
The Licenses table includes information about the licenses for various functions included in the subscription and all add-ons and the number of each type of license you have purchased under this subscription.
The Subscription details table contains a summary of the product and all add-ons included in this subscription.
1.2.2.2 Adding Users
You can create a new user or copy an existing user. Copying users can save time, especially when you need to create several users with similar properties.
To add a user:
- In the left pane, click Users.
- Choose one of these options:
- In the dialog that opens, enter the details for the user.
- Under User type, select Internal to create a user account for one of your employees.
- Under Platform role, select one of these options:
- Under Access & roles, select the user's access and role for each application. Click the arrow in the Access & roles column for each application.
- Click Ok.
1.2.3 Getting Started with RICOH TotalFlow Cloud for Users
Most users have access to one RICOH TotalFlow Cloud application. You can also update details about your own user ID and your password.
To get started with RICOH TotalFlow Cloud applications as a user:
- Log in and change your password.When your user ID is created, you receive an email inviting you to log in and start to use RICOH TotalFlow Cloud applications. The first time you log in, you must reset your password.
After you change your password, you see the application that you can use.
- Take action on cookie settings.TotalFlow Cloud applications use cookies, some of which are required. Review Managing cookie settings to learn more about cookies and the actions you can take.
- Familiarize yourself with the application interface. Review these topics as they apply to you:
- Learn about the components of your system.
1.2.4 Managing cookie settings
- Strictly necessary cookies
- These are cookies that are essential for our applications to function. If you choose not to accept these cookies, you might be unable to log in to our applications or to use other essential features.
- Performance cookies
- Performance cookies, also known as statistics cookies, collect information about how well our applications function. This information is aggregated and made anonymous, so it cannot be used to identify you.
- Performance data collected includes information gathered by Google Analytics. To prevent your data from being collected by Google Analytics, turn off performance cookies.
- Functionality cookies
- Functionality cookies, also known as preferences cookies, remember information such as the last page you visited or what language you prefer.
- Marketing cookies
- Marketing cookies collect information about your online activity to help deliver relevant advertising.
To manage cookie settings:
- Log in to any TotalFlow Cloud application.
- In the banner, click , the Account icon, and select Cookie Settings.
- In the Cookie Settings dialog, click View Cookie Statement to see a list of the cookies used in TotalFlow Cloud applications and their descriptions.
- Use the switches to turn each type of cookie on or off.By default, all cookies are turned on:
- Click OK.
1.3 Configuring
1.3.1 Adding Users
You can create a new user or copy an existing user. Copying users can save time, especially when you need to create several users with similar properties.
To add a user:
- In the left pane, click Users.
- Choose one of these options:
- In the dialog that opens, enter the details for the user.
- Under User type, select Internal to create a user account for one of your employees.
- Under Platform role, select one of these options:
- Under Access & roles, select the user's access and role for each application. Click the arrow in the Access & roles column for each application.
- Click Ok.
1.3.2 Adding Customers
- In the left pane, click Customers.
- Click Add Customer.
- Under Customer Information, enter the customer company details.Click , the property help button, for information about each item.
- If you plan to let your customers submit jobs by email, fill in the Email Address for Job Submission section. Use this section to set up a unique email address that this customer uses
to submit jobs.
- To allow this customer to submit jobs by email, leave the Turn on job submission by email option selected. To disable this option, clear the check box.
- Use Custom insert for email to further customize the unique email address for this customer. You can see the
updated email address in the Job submission email field.Click , the property help button, for information about each item.
- Click Ok.
- Continue with the procedure to add users to this Customer.
1.3.2.1 Adding Users to Customers
To add a User to a Customer:
- In the left pane, click Users.
- Choose one of these options:
- In the dialog, enter the user's name and email address.
- For User type, choose Customer.
- For Company name, choose the name of the Customer that represents the client that employs this user.
- For Platform role, choose Customer.
- Review the list of applications and set the appropriate Access & roles values for this user.
- Click Ok.
- Repeat these steps to create all the users for a specific customer.
- Tell your client that their user IDs have been created and suggest that they check their email for their invitations to start using RICOH TotalFlow Cloud.
- Help your customers become acquainted with the application.
We suggest sending the customer users a link to this topic:
In addition, if you set up job submission via email, send your customers their custom email address. To find the email address for job submission:
- Open RICOH Account Administration.
- Click the Customers tab.
- Find the customer and right-click the row for that customer.
- Select Get job submission email.
- In the dialog, click Copy, then click Close.The job submission email is copied to your clipboard.
- Paste the email into the email or other document that you plan to send to your customer
with this information.RICOH TotalFlow Producer customer users for which you activated the email job submission option can also get their job submission customized email address by clicking the , the Get Job Submission Email Address icon.
1.3.3 Adding Printers
- Make sure that your user has an Administrator role in RICOH Account Administration.
- Install and set up RICOH Cloud Connector along with the RICOH Printer Connector component.
- Make sure that the printer is correctly connected to the network. For information on how to connect the printer to a network, see the printer documentation.
- In the left pane, click Printers.You see the Printers tab:
- Click Add Printer in the top-right corner of the page.You see the Add Printer dialog:
- Under Printer Information, specify a printer name and configure the settings required to connect to the printer.
The available settings depend on the printer language:
- For printers that communicate through PostScript, specify the Port setting.
- For printers that communicate through RICOH API for Fiery, you must authenticate with a user name and password that match the credentials used
to register on the EFI Fiery printer.
Only printers with Fiery API version 5 or later and an N-series EFI Fiery digital front end are supported.
For details about a specific setting, click the button to display the on-screen field help.
- Under SNMP Settings, select an SNMP version and configure the required settings.
Make sure that SNMP is enabled on the printer and that all the SNMP settings you specify match the corresponding printer settings. The SNMP section is only available for printers that use the PostScript or PDF/JDF printer language.
For details about a specific setting, click the button to display the on-screen field help.
- Click Ok.
- If you have multiple instances of RICOH Cloud Connector, select the instance that you want to use for communicating with the printer from the Select RICOH Cloud Connector dialog and click Ok.
- Important:
- When a cloud connector is disconnected or deleted, the associated printers are disconnected. If you register a new RICOH Cloud Connector instance, the new instance is automatically associated with the printers that no longer have a cloud connector assigned.
- If you have automations sending jobs to printers and those printers are disconnected, the jobs go into Error state.
Users with a Job Manager role can also add printers from the Printers panel in RICOH TotalFlow Producer.
1.3.3.1 Supported Printers
Printer model | Supported printer language |
---|---|
RICOH Pro C9500 RICOH Pro C9500H |
RICOH API for Fiery |
RICOH Pro C7500 RICOH Pro C7500H |
RICOH API for Fiery |
RICOH Pro Z75 | RICOH API for Fiery |
Other EFI printers supported in Fiery Command WorkStation. | PostScript |
PDF/JDF |
1.3.4 Creating Hot Folders
- Make sure that your user has an Administrator role in RICOH Account Administration.
- Install and set up RICOH Cloud Connector.
- Create a folder on a computer that RICOH Cloud Connector can access. The folder must be shared in the network with Read/Write access.
- In the left pane, click Hot Folders.You see the Hot Folders tab:
- Click Add Hot Folder in the top-right corner of the page.You see the Add Hot Folder dialog:
- Enter the name of the hot folder, a description with useful information about the hot folder, and the location of the folder you created.
- If the hot folder location is already connected to a printer, select the Printer hot folder option, then select the digital front end and the printer model. This way, jobs can
be sent directly to a printer or digital front end.
- Important:
- To use this function, a hot folder must be previously connected to a printer. For more information, see the printer documentation.
- Hot folders cannot be used with all printers. The Printer model list depends on the digital front end that you selected.
- Click Ok.
- If you have multiple instances of RICOH Cloud Connector, select the instance that you want to use with the hot folder from the Select RICOH Cloud Connector dialog and click Ok.
- Important:
- When a cloud connector is disconnected or deleted, the associated hot folders are
disconnected.
If you register a new RICOH Cloud Connector instance, the new instance is automatically associated with the hot folders that no longer have a cloud connector assigned.
- If you have automations sending jobs to hot folders, and those hot folders are disconnected, the jobs get into Error state.
1.3.5 Creating Automations
- In the left pane, click Automations.The Automations page opens.
If other automations already exist, they are displayed in the Automations table.
- Click Create Automation.
- Type a name that can help you identify the automation.
- Select the application that uses this automation.
- Click Continue.
- Under Trigger, select an event that causes the automation to evaluate the current job or order
to determine whether an action needs to run, then click Continue.For example, when a customer submits a job through email, the trigger event is that a job is received.
- Important:
- Status change events trigger the defined actions only when the user changes the job or order status manually. Automatic status changes are not available to be used in automations and do not trigger the defined actions.
- Attribute change events trigger the defined actions only when the user changes the job or order attributes manually, using the Edit job or Create order dialog.
- Under Conditions, specify the criteria that must be met for the automation to do the action that you
specify in the next step:
- Select:
- To define the conditions, select or type a value in each of the three fields. Choose
a setting from the first list, then an operator from the second, then a value from
the third.
The three fields are parts of each condition: an attribute, a value, and the comparator between them. The comparators change based on the attribute you choose. For example, the comparators for numbers are different from the comparators for text. The comparator and value you choose depend on what you want the automation to check.
For example, select Submitted by from the attributes list and is from the comparators list in the middle. The values field on the right becomes populated with the customers list and you can choose one of them.Or, if you select Customer from the attributes list and contains from the comparators list, the values field becomes editable and you can type a part of a customer name. - To add more conditions, click , the Add condition button. To delete a condition, click, the Remove condition button.
- After you add all the conditions, click Continue.
- Under Actions, specify the actions that occur when the conditions are met.For example, choose Change jobs status to in the left field and Ready for production in the right field.Or, choose Send to hot folder in the left field and select or type the name of an already defined hot folder in the right field.
- When you finished defining the automation details, click Ok.
By default, the automation status is Off when you create it. To enable the automation, click Off and turn on the Enabled button.
1.3.5.1 Creating Sample Automations
- Change the jobs status to Shipped when the jobs are completed
- Open the Create Automation dialog.
- Enter a name in the Name field.
- Under Application, select RICOH TotalFlow Producer.
- Set the automation Trigger to Job status has changed.
- Define the conditions that must be met before the automated action is run:
- Choose whether all conditions or just one condition must be met for the action to run.
- Choose the attribute Status, comparator is and value Complete.
- As a second condition, choose Submitted by from the attributes list and is from the comparators list in the middle. The values field on the right becomes populated with the customers list and you can choose one of them.
- Define the action that you want to be done automatically:
- Select the action Change jobs status to.
- Select the job status value Shipped from the states list.
When the event Job status has changed happens, the automation checks the conditions and, if any or all the conditions are met, it changes the jobs status to Shipped.Important: Status change events trigger the defined actions only when the user changes the job status manually. Automatic status changes are not available to be used in automations and do not trigger the defined actions. - Send jobs to a particular printer when job attributes match the printer capabilitiesNote: Make sure that the printers you want to use are enabled and ready to receive jobs.
- Open the Create Automation dialog.
- Enter a name in the Name field.
- Under Application, select RICOH TotalFlow Producer.
- Set the automation Trigger to Job attribute has changed.
- Define the conditions that must be met before the automated action is run:
- Select Pages from the attributes list and less than from the comparators list. In the values field, type the highest number of pages the job can have to match the printer capabilities.
- As a second condition, choose Color from the attributes list and is from the comparators list in the middle. In the values field, select one of the color options.
- Define the action that you want to be done automatically:
- Select the action Send to printer.
- Choose a printer that matches the job attributes from the list of available printers on the right.
When the event Job attribute has changed happens, the automation checks the conditions and, if any or all the conditions are met, it sends the jobs to the designated printer.Important: Attribute change events trigger the defined actions only when the user changes the job attributes manually, using the Edit job or Create order dialog. - Change order status to Prepress required when customer submits it
- Open the Create Automation dialog.
- Enter a name in the Name field.
- Under Application, select RICOH TotalFlow Producer.
- Set the automation Trigger to Order received.
- Define the conditions that must be met before the automated action is run:
- Define the action that you want to be done automatically:
When an order is received from the specified customer, the order status changes to Prepress required.
1.3.5.2 Duplicating Automations
- In the left pane, click Automations.The Automations page opens and displays the Automations table.
- Right-click the row of the automation that you want to duplicate, then select Duplicate.The Copy Automation dialog opens. It contains all the properties of the original automation, except the name.
- Type a name that can help you identify the automation.
- Change the automation properties as needed.
- When you finish defining the automation details, click Ok.
By default, the automation is turned off when you create it. To turn the automation on, right-click its row in the table, then click the Enabled button so it turns green and click Ok.
1.3.6 Configuring RICOH TotalFlow Producer Settings
Users with Administrator role can change or disable these settings.
1.3.6.1 Enabling or Disabling the Automatic Conversion of Microsoft Office Files to PDF
- Click Details on the left panel.
- Click Edit details.
- Scroll down to TotalFlow Producer Settings.
- Enable or disable the Automatically convert Microsoft Office files to PDF option.
- Click Ok.
1.3.6.2 Setting Default Measurement Units for RICOH TotalFlow Producer
- Click Details on the left panel.
- Click Edit details.
- Scroll down to TotalFlow Producer Settings.
- Under Default units of measurement, click the arrow, then select one of the options. Click , the property help button, for information about the options.
- Note:
- RICOH TotalFlow Producer determines the size of the first page of each PDF job and uses it to display the Paper size in the Jobs table.
- RICOH TotalFlow Producer recognizes standard paper sizes, using a tolerance of 5 points. If the size of the first page is close to a standard paper size, RICOH TotalFlow Producer displays the standard paper name. Otherwise, it displays the actual size of the first PDF page, in inches or in millimeters, depending on the units of lengths that you chose.
- Click Ok.
1.4 Managing Objects
1.4.1 Managing Account Details
- Click Details on the left panel.
- Click Edit details.
- Modify the information as needed and click Ok.
1.4.2 Modifying User Information
- Click Users in the left pane.
- Right-click the user whose information you want to modify and click Edit.
- Modify the user's information as needed and click Ok.
1.4.3 Changing your Password
To change your password:
- Log in to RICOH TotalFlow Cloud.
- In the banner, click , the Account icon, and choose Profile Settings.
- On the left side of the Ricoh Software Profile & Preferences page, click Password.
- Enter your current password and your new password twice.
- Click Change password.
- Click Close.
1.4.4 Managing Printers
Users with a Job Manager role can also edit, enable, disable, or delete printers from the Printers panel in RICOH TotalFlow Producer.
1.4.4.1 Editing Printers
- In the left pane, click Printers.You see the Printers tab:
- Right-click a printer in the list and select Printer Properties... from the menu.You see the Edit Printer dialog:
- Change the printer settings as necessary.
For details about a specific setting, click the button to display the on-screen field help.
Note: The printer name, printer language, and SNMP version cannot be modified. You can delete the printer and recreate it if you want to change these settings. - Click Ok.
- If you have multiple instances of RICOH Cloud Connector, select the instance that you want to use for communicating with the printer from the Select RICOH Cloud Connector dialog and click Ok.
1.4.4.2 Enabling and Disabling Printers
- In the left pane, click Printers.You see the Printers tab:
- To enable a printer, right-click a disabled printer in the list and select Enable printer from the menu.
- To disable a printer, right-click an enabled printer in the list and select Disable printer from the menu.If you disable a printer, it can no longer send status information or receive jobs.
1.4.4.3 Deleting Printers
- In the left pane, click Printers.You see the Printers tab:
- Right-click a printer in the list and select Delete from the menu.
- In the confirmation dialog box, click Ok.Deleted printers are permanently removed from the system.
1.4.5 Editing Hot Folders
- In the left pane, click Hot Folders.
- Right-click a hot folder in the list and select Edit:
- In the Hot Folder properties window that opens, edit the hot folder properties.Make sure that the new location of the hot folder matches that of an existing folder.
- If the hot folder location is already connected to a printer, select the Printer hot folder option, then select the digital front end and the printer model. This way, jobs can
be sent directly to a printer or digital front end.
- Important:
- To use this function, a hot folder must be previously connected to a printer. For more information, see the printer documentation.
- Hot folders cannot be used with all printers. The Printer model list depends on the digital front end that you selected.
- Click Ok.
- If you have multiple instances of RICOH Cloud Connector, select the instance that you want to use with the hot folder from the Select RICOH Cloud Connector dialog and click Ok.