Updated user interface functionality

In Version 3.5, Ricoh ProcessDirector introduced an updated user interface with a streamlined appearance and modern features. In versions 3.6 and 3.7, additional function is added to the updated user interface.

To access the updated user interface, click the Try the new version button in the upper right corner of the legacy user interface. Alternately, enter this URL in the address bar of a Web browser, replacing hostname with the hostname or IP address of the computer that the primary server runs on: http://hostname:15080/pd

Use the same user name that you use in the legacy user interface to log in. After you are authenticated, you can explore the user interface. The updated user interface provides a subset of the functionality that is available in the legacy user interface. Most functions on the Administration, Main, and Workflow pages are available. If you install the Archive feature, all of the functions on the Archive page are available as well. Highlights of the updated user interface include:

Workflow Editor

The redesigned workflow editor includes many usability enhancements. The entire browser page is your canvas, giving you more room to lay out your workflows. An inset map lets you navigate on the canvas to zoom in on a step or connector. You have more control over the placement of rules on connectors and more flexibility in where you connect one step with another. You can select multiple steps and move them around on the canvas. You can save incomplete workflows to finish later and you can edit workflows that are enabled

Graphic view of system information

The Main page includes new portlets that show system health, job status, and device status in graphical ways by using colors and graphics. Users can tell at a glance the overall status of their system and easily drill down for more detail as desired.

Improved customization capabilities

On the Main page, you can now move portlets by clicking the title bar, dragging the portlet to a different position, then releasing the mouse button to drop the portlet. including into new columns. You can also maximize any portlet, so that it fills the entire browser window. The Fit portlets to window action, lets you resize all the portlets at once so they fill the available window size.
In addition, you can customize the columns available in all portlets and object tables, using the Manage columns action under the Settings (Image) menu. If a table appears on both the Main and Administration pages, you can save different columns on each page.

Automatic updates

Both the Main and Administration pages are automatically updated to show property and status changes. You do not need to refresh the browser to see the most recent information.

  • If there are more than 1500 jobs in the Jobs table, property and status changes for jobs are not updated automatically. Other portlets continue to update automatically.

Object management improvements

You can now add, copy, and delete all types of devices from the Main page as well as from the Administration page. On both pages, Copy and Delete are available on the More actions menu. On the Administration page, the Add action is available at the top of the table on the right side. On the Main page, the Add action is on the Settings (Image) menu.

Increased default capacity in Jobs table

The Jobs table displays up to 1500 jobs without using pagination controls. You can scroll through the entire list of jobs in the same table, instead of advancing through them page by page.

Update the same property on multiple jobs at once

If you have several jobs that need to have properties set to the same value, you can select the jobs and use the new Update Multiple action to select the properties and their values. Click OK and the updates are applied to all of the jobs.

Filter function

Most portlets and tables include a filter that you can use to find entries easily. Click the Filter icon (Image) and type in the box. The portlet or table displays only rows that include the text you entered.
The Jobs portlet includes an Advanced filter. Click the arrow to the left of the Advanced filter title to expand the filter and specify the conditions that you want to use to filter the Jobs table.

Archive

The Archive tab has a redesigned user interface with the same advanced search filter from the Main page. You can build archive queries using any/all/custom logic and save them for reuse. In Version 3.7, you can also delete saved searches you no longer need.

  • Searches saved in one user interface (legacy or updated) do not appear in the other user interface.

Export objects interface improved

If you need to export two input devices, three workflows, two property mapping objects and a barcode format with the legacy user interface, you have to access the tables for each object type on the Administration page and mark each set for export. Then you select the Export Objects action to create the export file.

With the updated user interface, the Export Objects action lets you display the lists of all the object types from a single page. You build the export list and then select the export action.

Location properties apply to entire user interface

You can manage access to objects on both the Main and Administration pages based on location properties. If you assign objects such as printers, input devices, and jobs to specific locations, you can use the Allowed locations property for each user to define which locations they can see in the user interface.

The Locations to show property lets users select which of their allowed locations to display in the user interface. If a user chooses to show a subset of the allowed locations, a location icon (Image) displays in the banner area.

Improved usability of Image help

The help window that opens when you click the Image button in a property notebook is now more flexible. You can move the window to a different position and resize it to see more or less information. You can also highlight text in the window, so that you can copy it.
 
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