Preparing the primary computer for installation

When you are ready to install RICOH ProcessDirector, use this procedure to make final configuration updates and verify that the system configured correctly.
    Note:
  • If you are using a copy of PostgreSQL installed on the local computer or on a different computer instead of the PostgreSQL version included with RICOH ProcessDirector, make sure that you complete Configuring your own PostgreSQL database before you start this procedure.
To prepare the primary computer:
  1. Make sure that the planning checklist is complete and the required hardware and software are available and installed. See Planning for installation.
  2. Log in using the administrator account that was created for RICOH ProcessDirector to run under when you prepared the Windows system. This account should not be attached to a specific person.
    You must sign in using this account each time you install updates. If you are using a particular person's User ID and that person leaves your department, you might lose the ability to install updates, start and stop the RICOH ProcessDirector service, and do other administrative tasks.
      Note:
    • The administrator user ID cannot contain spaces in the name.
    • Make sure the password for the administrator does not include the characters " or % or ^ or passwords that contain two $. If the current password includes those characters, change the password before continuing.
  3. Optional: If you plan to run RICOH ProcessDirector with DB2 as its database, verify that DB2 is not already installed on the system. RICOH ProcessDirector installs its own version of DB2 and you cannot have two versions installed.
  4. Optional: If you plan to use an instance of PostgreSQL installed on a different computer as the RICOH ProcessDirector database, verify that the PostgreSQL server or client is installed on the primary computer.
    The PostgreSQL server or client must be at the same level as the PostgreSQL database that you plan to use with RICOH ProcessDirector.
    • If neither the PostgreSQL server nor the client is installed, you must install one of them.
    • If a PostgreSQL server or client is already installed, check its version:
    1. Open a command line and change directories to where PostgreSQL is installed.
    2. Enter this command to view the client version:
      psql -v
    3. Enter this command to view the server version:
      postgres -V
    If both versions match, continue installing RICOH ProcessDirector. If the versions do not match, update PostgreSQL before you continue.
  5. Disable your antivirus software.
    During the install process, various archive files (ZIP, JAR, and EPK files) are copied to your server. Then, the contents are extracted and moved to the correct directories on your system. Antivirus tools usually lock and scan files extracted from archives.

    While the lock and scan process is generally fast, the installation program runs faster. If the installer tries to unpack and move files before the scan is complete, installation errors occur and can be difficult to recover from. Disabling your antivirus software during the install process prevents these types of errors.

      Note:
    • Microsoft Defender Firewall and Microsoft Defender Antivirus are separate programs. You must disable Microsoft Defender Antivirus. Turning off Microsoft Defender Firewall does not prevent the installation issues described.
    • Microsoft Defender Antivirus must be disabled; passive mode is not sufficient to prevent install errors.
  6. Set up exceptions within your antivirus software.

    If you cannot deactivate your antivirus software entirely, excluding some directories from scans can reduce the possibility of installation errors. In addition, most antivirus software affects the function of databases. The software sometimes quarantines files that databases use, causing operation errors. Setting up these exclusions now prevents those errors after RICOH ProcessDirector is installed.

    Set up exceptions for these paths:

    • C:\aiw\aiw1
    • C:\Program Files\Ricoh\ProcessDirector
    • If you plan to use DB2 as your database:
      • C:\AIWINST
      • C:\ProgramData\IBM
    • If you use a custom feature that integrates BCC software with RICOH ProcessDirector:
      • C:\BCC
  7. Update the domain group policies and domain security policies for Windows to prevent the database and RICOH ProcessDirector from being uninstalled.
Parent topic: Installing