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.
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. Log in as the user you created in the previous step.
  4. Optional: Verify that DB2 is not already installed on the same computer that RICOH ProcessDirector is installed on. RICOH ProcessDirector installs its own version of DB2.
  5. Optional: If you plan to use an instance of PostgreSQL installed on a different computer, 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 or client is installed, you must install one of them. If a PostgreSQL server or client is installed, check the client or server 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, you can continue installing RICOH ProcessDirector. If the versions do not match, update PostgreSQL before you continue.
  6. Disable your antivirus software. Antivirus software sometimes quarantines files that databases use, causing operation errors. If you are using RICOH ProcessDirector with a PostgreSQL database, make sure to exclude the /aiw/aiw1/data folder from the virus scans.
  7. If your IT department does not let you disable antivirus software, set up exceptions within your antivirus software for these paths:
    • C:\aiw
    • C:\aiw\aiw1\data
    • C:\BCC (if the BCC software is in use by RICOH ProcessDirector)
    • C:\Program Files\Ricoh\ProcessDirector
      Note:
    • If you use DB2 as your database, configure exceptions for these paths as well:
      • C:\AIWINST
      • C:\ProgramData\IBM
  8. Update the domain group policies and domain security policies for Windows to prevent the database and RICOH ProcessDirector from being uninstalled.