Installation and configuration checklist
This checklist can help you plan your installation and configuration process.
| Task | Notes | |
|---|---|---|
| Decide which document properties you want to use for all the applications that you process. |
|
|
| Define custom document properties in the document properties configuration file (docCustomDefinitions.xml). |
|
|
| Optional: To name custom document properties in more than one language, edit the associated docCustomDefinitions.properties file. |
|
|
| Optional: Edit the sample document properties template file. |
|
|
| Run the docCustom utility and install or update the Custom Document Properties feature. |
|
|
| If you have the PDF Document Support feature, load RICOH ProcessDirector document properties to RICOH ProcessDirector Plug-in for Adobe Acrobat. |
|
|
| If you have the PDF Document Support feature, use RICOH ProcessDirector Plug-in for Adobe Acrobat to define the document properties and map them to document data.
If you have the AFP Support feature, use the AFP Indexer mode of RICOH Visual Workbench to create index tags in AFP files. Use the Document Property Designer mode to link custom document properties to the index tags. |
|
|
| Create or edit step templates and workflows as needed. |
|
|
| Optional: If you have the AFP Support feature, create the Enhance AFP control file. |
|