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Equitrac Office 5.7 System Requirements

If your time and billing system contains a field for network user name, use the validation import wizard. The following are supported controller interfaces: Xerox JBA If you are implementing Xerox Job-based Accounting (JBA), you require a Xerox controller interface. Access permissions allow only certain Touchpoint Console (TPC) devices, TPC Configuration Sets, Users or User Classes to access particular disbursement types. Equitrac office 5.7 system requirements. Before updating devices, delete the existing validation tables on the devices and ensure that you select the Automatically restart after firmware update option. • There is no message option for Force monochrome and Force duplex. For more information on defining and applying rules, see Routing Rules on page 257. b Specify the offline behavior for this interface in the event that it cannot contact DCE or if the CAS service is. The Transaction Import Wizard; see Using the Transaction Import Wizard on page 102.

Equitrac Office 5.7 System Requirements

Adding a Controller Interface 1. For all actions except Allow and Hold, the user will receive a message if their print job matches a routing Rule Set on the device they select. In System Manager, navigate to Client config > Validation codes > link where represents the type of code you want to delete. If necessary, set the Pricing options. Choose the job to release, then click Print. Equitrac office 5.7 system requirements full. Repeat the above steps to add more criteria to the filter if required. D…d — string of constants to dial (up to 16 numeric characters). Adding Control Terminals Depending on how you install the control terminal, Equitrac Professional may automatically detect the terminal when you connect it to the network. O or I (Outgoing or Incoming). Add client/matter codes Import your existing client/matter validation codes, or create them manually. CAUTION: The ability to select and deregister licenses in System Manager applies to all license types, but be aware of the consequences of deregistering core server components or actively-used peripheral components or devices, before deregistering any licensed component.

In all cases, a full synchronization will occur: • on a daily basis • Each time a print client is restarted • On a periodic basis (e. 20 minutes) for certain cached data • Upon specific trigger by user in the Print Popup Tool Tray application It is important to note that this option does not eliminate WAN access completely, but rather minimizes it. Click Update Firmware. In the definition dialog, select a SmartPrompt from the drop list. Equitrac office 5.7 system requirements online. Equitrac Professional applies surcharges sequentially, assuming the relevant criteria match. Adding Phone Speed Codes Equitrac Professional enables you to define speed dial codes for your fax transactions. Because your client base continually changes, Equitrac Professional enables you to add new clients and matters, modify client and matter attributes, and even delete clients and matters from your system. For example, if you prompt users to supply a geographic region for a transaction, you may want to validate user entries against a finite list of acceptable responses.

Equitrac Office 5.7 System Requirements Online

Will match any character in a pattern) \. Of the remaining five TPCs, one is dedicated only to faxing documents; three are connected to black-and-white MFPs and allow access to all features including disbursement entry, and one is entry for disbursement only. Select an existing disbursement type from the listing to open the Disbursement type dialog box. However, Equitrac Professional also allows you to set secondary pricing in order to track the total cost of ownership for a device. For example, some printers report a warning when a paper tray is empty, even though that tray is not requested as the paper source for a print job. NOTE: You can access the ODBC Admin component of your Windows workstation by clicking the ODBC admin button. In the Web Client, click on the Reports view. —Or— • Restore converted Equitrac printers to use their original port monitors. Using your standard Windows interface, open the Add Printer wizard. The External Disbursement mode interfaces with an external device such as a postage meter. In the right pane, click Add, select Import/Export from the Task type dialog box and click OK to open the New task dialog box.

If there is a default rule, and it matches the incoming print job, Equitrac will not process any other desktop print rules for that request. Simply re-running an export, however, does not re-export transactions that were included in a previous export. DMS Integration and Configuration Topics: Handling DMS Documents Configuring Equitrac Professional For DMS Integration. Determine the decoded data value widths (see page 338). Run reports to monitor device health and historical performance Use Web Reports to generate standard or custom reports that provide a historical performance analysis based on device status. Creating a nonbillable matter is useful in cases where you want to enable users to perform general transactions that you do not want to charge to specific client/matter combinations. NOTE: For NETBuffer devices to work correctly with Equitrac Professional, they must be running firmware version 3. Press CTRL or SHIFT to select more than one device). Not applied to a device, use pricing rules to assign surcharges to certain calls. The Port Monitor communicates with the DRE or DCE to control the job requests made to the device.

Equitrac Office 5.7 System Requirements Full

NOTE: You must configure System Manager > Configuration > Network environment > SMTP mail server settings to enable email notifications. Creating incorrectly constructed custom parameters can cause your terminal to stop functioning as intended. In System Manager, delete the PageCounter from the Devices list by right-clicking on the terminal in the Devices list, then selecting Delete from the menu. Favorites dissemination will be delayed. Once you confirm the parameters and the purgeable data, run the utility again with -f to actually purge the data. For information on this procedure, see Adding Custom Validation Codes on page 51. Click OK to accept the new pricing rule. In the above simple flowchart, there are four Printer Names organized under a device. If you specify that a matter is inactive, users cannot charge transactions to it. Enable secure printing on each device queue.

Click the Verify button to verify that the user name you entered exists in the CAS. Disable zero-page, zero-cost document release. Copy the image file you want to use in your client popup to the new Logo directory. The embedded software is installed on the MFP, allowing the users to authenticate via the front panel, thereby eliminating the need for a separate control mechanism. Location Filtering in the Web Client If you enable Validate by location, all data shown in the Web Client is filtered by the location associated with your user ID (unless you have global proxy rights assigned to your user ID). When prompted for a control system IP, use the IP address of the DCE host. Distributed Cache for DCE....................................................................................... 15Couchbase Server for DCE High Availability....................................................................... 16. You can manually process the required daily file from the archive with the tool (installed to DCE folder), using the following command line parameters: EQCDRTransfer. Each System Manager user must connect to the accounting server to manage the Equitrac Professional applications.

Equitrac Office 5.7 System Requirements Version

Creating an Exception Rule by Copying You can also create a new exception rule by copying an existing one and editing it. For example, if you keep two copies of all printed documents for archival purposes, you may choose not to charge for archived documents. The flat rate price list enables you to test initial installation processes or assign a preconfigured price list to new devices. Assigning Configuration Sets to TPC When a new TPC contacts the DCE service, the list of devices within System Manager is updated and the TPC appears as an unassigned TouchPoint Console. Activating an Exception Rule If you want to activate an exception rule, select the appropriate checkbox in the Active column to check mark it. Equitrac Professional supports the following printer interfaces and print job languages. If negative, the device remains locked and the user is not validated. Working with Trunks, Extensions, and Routes When you have created a call site and added a data collection source to it, you can further customize the way Equitrac Professional processes and costs call data by configuring trunks, extensions, and routes. To assign a TPC to a physical device, or MFP, ensure that you have already assigned a general configuration set and a fax configuration set (if required) to each unassigned TPC before you complete the following steps. From the Input type drop down list, select whether the user must authenticate via Card swipe or keypad entry, Card swipe only, or Keypad only. Enter a name for the new configuration set and enter a description if necessary. See Transforming Field Data on page 130 for details.

If your Active Directory does not contain a custom field to store user codes, users' User code fields will remain blank when you add them through ADS import. Notification Method. See Chapter 9: Routing Rules for more information. In the Target field, add a space and specify the accounting server name; for example: "C:\Program Files\Equitrac\Professional\Tools\" OKA2.

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