Equitrac Office and Equitrac Express 5.7. This guide will help you understand the core server components and their functions, making changes to these components, and configuring administrative access. It also covers licensing, language support, and additional documentation.
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Topics
Configuring Default Media and Color Settings
Setting up a Print Separator Page
Mobile Printing Through HP ePrint
Equitrac Office and Express can track transaction data from many different device types. From physical printers to virtual queues, to control terminals, you can configure Equitrac Office or Express to meet the needs of any size organization. All devices you want to track must be registered in the Equitrac database.
Instructions to install all device types are provided in the Equitrac Office and Express Installation Guide. This chapter provides information to help make changes to existing device configuration, and to manage devices over time.
This chapter provides information about:
• the various device types and capabilities that Equitrac Office and Express supports
• setting up each device in System Manager
• configuring device capabilities and options
For information on reviewing device status and evaluating device health over time, see
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Chapter 2: Managing Devices
Equitrac Office and Express tracks and controls printing on many different types of devices. Each controlled device must be registered in the Equitrac database. When a user accesses a registered device, Equitrac Office and Express tracks the transaction and sends the data to CAS.
Equitrac can track and control printing to multiple device types. When a user accesses a registered device, Equitrac
Office and Express tracks and stores the transaction data to CAS.
Device
Physical
Devices
Device
Interfaces
Description
The actual piece of hardware that prints or copies. Physical devices include select devices that also copy, scan or fax. Equitrac Office and Express adds physical devices to the database automatically when you use
Windows to add a print queue, or when you add and configure printers for a UNIX print server.
Connections to physical devices that track transactions. There are two types of device interfaces in Equitrac
Office and Express—Control terminals and Embedded devices.
InfoPrint
Device
Workstation
Devices and Control terminals.
InfoPrint Manager print output management device using InfoPrint secure print queues through Embedded devices and Control terminals.
Peripheral printers attached locally to a client workstation. The Desktop Printing feature on each workstation tracks print transactions through the local LPT or USB printer. Equitrac Office and Express adds workstation devices to the database automatically when users print from a workstation to a local printer.
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Chapter 2: Managing Devices
When working with devices, you can change the view in System Manager to make it easier to find and manage devices.
The different views available are: Standard view, Server view, Type view, Custom group view, Routing group view, and
Workstation view.
To sort devices in any view, click a column title to sort that column alphabetically. Click the column title again to sort in reverse-alphabetical order. Click and drag the column widths individually to enhance the current view, or to hide a column that you do not want to display. Additionally, you can right-click the column title bar and select Secure
from the list. The Secure printing column can be made visible in all views except the Workstation view. By default, this column is not visible, and must be selected from the title bar options.
When the Secure printing column is visible, the secure printing setting of the physical devices and print queues are displayed. See
Managing Secure Printing Settings
on page 46 for more details on configuring and managing the
secure printing settings.
Standard View
The Standard view displays all devices as individual entries, according to the name of the device. Each device link opens a device configuration dialog box. The Standard view also includes a group of all control terminals not yet assigned to a physical device. Each control terminal link opens a device interface configuration dialog box.
Server View
The Server view displays the local print server group containing all devices for that server, as well as groups for any other print server with devices. Each device link opens a device configuration dialog box.
The Server view also includes a group of all control terminals not yet assigned to a physical device. Each control terminal link opens a control terminal configuration dialog box.
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Chapter 2: Managing Devices
Type View
The Type view displays all device types by group except workstation devices. Each link opens a configuration dialog box.
Custom Group View
By default, the Custom group view displays two groups: ungrouped devices and unassigned control terminals. Each ungrouped device and unassigned control terminal link opens a configuration dialog box.
In the Custom group view, you can create, edit, populate, and delete custom groups. Creating custom groups of devices—such as groups by physical location, by manufacturer, etc—makes viewing all devices on your network easier.
The Custom group view also includes a group of all control terminals not yet assigned to a physical device. Each control terminal link opens a control terminal configuration dialog box.
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Chapter 2: Managing Devices
Routing Group View
Use the Routing group view to create, edit, and delete routing groups. Unlike custom groups (used for conveniently viewing devices in System Manager) and pull groups (used with Follow-You Printing), routing groups are used for
route to group rules (refer to
Workstation View
The Workstation view displays all workstation devices associated with a particular client workstation in one of three
groups: non-tracked, tracked with popup, and silently tracked. See
configuring workstation devices.
In the Workstation view, you can move workstation devices between groups to adjust how Equitrac tracks the device, if at all. You can also modify workstation device configuration and remove workstation device registrations from the database.
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Chapter 2: Managing Devices
You can use DME to proactively track the status of any SNMP-enabled device. DME monitors SNMP messages generated by specified devices for status information. Each time a status change message is intercepted, DME logs the information in the database. If the new status matches a pre-set alert condition on that device, a notification message is forwarded to designated individuals or desktops. You can view the current device status at any time within the
Device Monitoring Console, or you can run reports to ascertain the overall device health, and plan maintenance based on historical performance. For details, see
When working with devices in System Manager > Devices, you can add an optional Secure printing column to make it easier and manage device secure printing settings. The Secure printing column is available in the Standard view,
Server view, Type view, Custom group view, and Routing group view. This column is not available in the Workstation view. By default, this column is not visible, and must be added to the desired view(s).
To add the Secure printing column to any of these views, right-click the column title bar and select Secure printing from the list. When the Secure printing column is visible, the secure printing setting of the physical devices and print queues are displayed. Physical devices display the Secure printing default setting of the physical device configuration in this column. Print queues display the existing Secure printing setting of its configuration, and displays the actual secure printing state for that queue—either Enabled or Disabled.
The Secure printing options for physical devices are:
• New queue: use system default – secure document release is set to Enabled or Disabled as the global Secure
for Follow-You Printing as configured in System Manager > Configuration > DRE/DRC and
Follow-You Printing.
If the Secure printing default is configured as Enabled (or Disabled), and the physical device displays New queue: use default, the newly created print queue is set to Enabled (or Disabled) accordingly.
• New queue: enabled – secure document release is enabled on the newly created print queue.
If the physical device displays New queue: enabled in the Secure printing column, then the newly created print queue is set to Enabled.
• New queue: disabled – secure document release is disabled on the newly created print queue.
If the physical device displays New queue: disabled in the Secure printing column, then the newly created print queue is set to Disabled.
The terminology ‘New queue’ denotes that the setting applies to newly created print queues that are defined automatically.
You can change the secure printing settings of physical devices or print queues, and apply these changes to more than one device at a time. For example, you can select multiple devices and set the secure printing value to New queue:enabled, which in turn sets any newly created print queues for the specified devices to Enabled.
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Chapter 2: Managing Devices
A physical device is the piece of hardware that performs the print, copy, scan, or fax. Equitrac Office and Express can track usage on any physical device that is registered in System Manager.
Within Equitrac, a physical device has three components:
• Device – the device name is registered in the Equitrac database and is used to manage the main device characteristics. device, port, and queue.
• Port – a port connection on the device that works to track printed documents sent to the device. The port communicates with DRE or DCE to control the job requests made to the device.
• Queue – A virtual list of jobs waiting to print on the device.
The workflow for configuring physical devices within Equitrac Office and Express is quite simple:
1
2
3
4
If it is a new device, use the Operating System’s Add Printer functionality to create the printer definition to use a standard Windows printer port.
The print queue is created automatically the first time a user prints to the device.
The first time a user prints to the device, the device contacts DRE, then the print queue is created automatically.
However, to register the device immediately, send a test job the printer yourself to force the registration to occur within the Equitrac database.
Verify the device in System Manager.
Open System Manager, and switch to Devices. Within 30 seconds to a minute after registering the device, the device appears in System Manager. If you do not see a device, first try refreshing System Manager. CAS requires a few moments to complete the communication requirements with the device and DCE or DRE before it can populate the information in System Manager.
Edit the physical device summary.
You can adjust the device definition, apply pricing, set release behavior, and assign routing rules to this device.
When you add and configure printers using the Add Printer wizard on a print server, Equitrac Office and Express automatically adds the device to the CAS database when the printer port contacts DRE.
DRE registers a print queue and port for the physical device with the Equitrac database the first time a user prints to that device.
Manager. If you add licenses after adding physical devices, the print queues do not show up in System Manager until
15 minutes of time expires. After Equitrac Office or Express is licensed, a job is printed to the printer or the DRE service is restarted, which registers the devices and populates System Manager.
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Chapter 2: Managing Devices
To manually add and configure a physical device, do the following:
1
2
In System Manager, select Devices in the left pane.
Select Add physical device under Current tasks, or right-click anywhere in the right pane and select Add physical
from the menu.
3
4
5
6
7
8
Enter a Name, Hostname or IP address, and Description for the physical device.
Select the appropriate Manufacturer and Model for the physical device from the drop-down lists.
Enter Monthly volume, Speed (in pages per minute), and descriptive location data in the appropriate fields.
Verify the detected color capability setting in the Monochrome settings field. This setting is automatically detected based on the SNMP data, but you can change the option to Monochrome if you want all printed documents to be counted as monochrome, even when color is printed.
Select an SNMP Configuration set from the drop-down list. See
Configuring SNMP Communication
The device Type displays Physical device.
The Hardware address automatically displays when the device contacts DRE.
Click the Pricing button to assign price lists to jobs output from this device’s print queue. See
on page 269 for pricing details.
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Chapter 2: Managing Devices
9
Click the Output Options button to configure the Port settings and Print driver assignments.
a b c
Select one of the following Port settings:
• Set the Protocol to Raw and the Raw port number to 9100. This is the default setting.
• Set the Protocol to LPR and enter an LPR queue name for the device.
• Set the Protocol to IPP and enter the IPP URL for the device
or Disable the Notification page. This determines if users are notified when print errors occur on this
Selecting Notification Methods
or Disable the Hardware Page Counting (PJL). This option only applies to PJL compatible devices, and only when the Protocol is set to RAW.
When enabled, if the user cancels printing mid-job or there is a printer error, Equitrac combines the information from the Datastream Interpreter (DSI) and the PJL page count to determine accurate page counts and document details. When disabled, Equitrac uses only the DSI page counting method configured at the physical device level.
d e
Select the Workstation Routable option in order for all Windows DRCs to render I-Queue jobs locally and send the jobs to the MFP.
Select this option only if every DRC can communicate with the physical device. If this option is not set, the
Windows DRCs renders the job only if a local print queue exists, otherwise the job is pulled to a remote DRE for printing. This option has no effect for DRE.
Enter the Proxy IP address of an alternate destination printer to accept print jobs not sent to the primary physical device provided in the The Hostname/IP address field in the Physical device summary dialog box.
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Chapter 2: Managing Devices
f g h
Enter the name of the Separator page, including the .sep file extension, in order to print a specific separator before each job released from this queue. A separator page is not applied by default. See
Select the Compression Format for the print job (None or GZIP).
• GZIP compression allows devices that are capable of printing GZIP compressed files to receive the print jobs from DRE.
Select a Compression Level (Default, Best or Fast) for the print job. The least compression results in a faster transfer speed from DRE to the device. The more the file is compressed, the longer it takes to transfer.
• Default – high compression at slower than the fastest transfer speed.
• Best – highest compression at the slowest transfer speed.
• Fast – least compression at the fastest transfer speed.
j i
Set the following Print driver assignment:
• Select the OS version Driver package from the drop-down list. This is the print driver package containing the driver INF file.
• Select the OS version Driver name from the drop-down list. This is the name of the driver from the INF file associated with the MFP model. The INF file can contain multiple driver names.
See
Setting up the Print Driver Repository
on page 307 for managing print drivers.
Click OK to close the Output Options dialog box.
10
Set the Release Behavior options. Leave the default setting unless you are setting up Print pull groups. See
11
Change the Settings, as required:
Physical Device Settings
Rule Set
Print language
Track mailbox & proof printing
Tracking behavior
Description
Apply a routing rule to jobs that are sent to this device. If the job attributes match the
routing rule, the rule is applied. See
Change the default printer language settings that are used by this device.
Select At output time when printing is being tracked by a printer port or DRC.
Select At send time when printing is being tracked locally by polling the device for print activity.
Select Do not track or record print transactions on this device when you do not want to track print or copy activity at a particular device, but you still want to control access to the device.
Select Track and do not record print transactions on this device when you want to run a report to track the queuing history of a job (printed, deleted, or expired), but do not want to record the page count in the database.
Select Track and record print transactions on this device when you want to run a report to track the queuing history of a job (printed, deleted, or expired), and want to record the page count in the database.
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Chapter 2: Managing Devices
Physical Device Settings
DME server
Secure printing default
Description
If you installed the DME component, select the DME server that you want to manage this device. The device appears in the DME console, and you can track the SNMP status from there. See
Select System default to use the global secure printing default for new devices and existing physical devices on upgrade.
Select Enabled or Disabled to override the system default setting for individual or grouped physical devices.
pull a device license. If you do not want a license associated with a particular device, or do not want Equitrac to track transactions at the device, then set the Tracking Behavior to "Do not track or record print transactions on this device".
12
Click OK to save the physical device configuration settings.
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Chapter 2: Managing Devices
When a user prints to a physical device for the first time, a print queue is created for the device automatically. The new queue uses default settings only, so make modifications to the queue as soon as possible.
To modify the print queue in System Manager, go to Devices and select Standard View. Expand the physical device and select the queue you want to modify.
In the Print Queue Summary dialog box, you can set these options:
Option
Description
Description
A text description of the queue that appears in System Manager. Enter a good description if you commonly use the Type view. The description should reflect the device name that the queue belongs to.
Personal queue Select the Personal queue checkbox to allow users with delegates assigned to them to print private documents to a separate print queue device. Jobs sent to the personal queue do not appear on the delegate’s print list.
Pricing Apply price lists to the jobs output from this queue.
If you leave the Price list at the default setting, the price list configured at the port level is applied to all jobs released from this queue. See
Secure Printing Enable this option to hold all jobs in a virtual print queue, rather than forwarding the jobs directly to the device for immediate output.
Secure printing is disabled by default.
If your deployment involves Release Station or control terminal release, you need to enable secure printing on each queue that should be held for release. See
Rule set
Billing popup
Select the set of Routing Rules that you want to apply to this queue. Rules can hold, release, restrict access to, redirect jobs, reprice jobs, etc.
You must create rules before they appear in this list. See
Used with the Client Billing feature, enable the billing popup if you want users to enter a billing code prior to submitting a print job to this queue.
The Billing popup is enabled by default.
User Workstations must run the Client Billing feature to use this option. See
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Chapter 2: Managing Devices
You can edit the properties of a physical device, print queue, embedded device, control terminal or I-Queue at any time. Changes can be made to more than one device at a time. For example, if you want to set secure printing on all queues, select the queues, then set secure printing on all devices at once.
When multiple devices are selected, the summary dialog box opens and disables any properties that are not shared among the devices. For example, the Name and Hostname/IP address fields are blank in the dialog box and are not editable. If the settings on the devices do not match, Equitrac Office and Express displays the lists and options as empty fields. You can edit these fields, which in turn changes the field on every selected device, or leave the option
“empty” to keep the existing settings.
A device can be deleted at any time, however it must also be deleted from any Release Stations (if applicable). In
System Manager, right-click the device, and select Delete from the list. If the device was tracked using DME, it no longer appears in the DME console.
Deleted devices cannot be re-added to the database as the same device. The database assigns a unique identifier to each device, and a record of the device is kept in the database even after the device is deleted from System Manager. If you delete a device and need to re-add it, you must choose a unique device name.
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Chapter 2: Managing Devices
Language sets can be configured in System Manager and applied to specific devices. If the device does not support any of the languages within the applied set, then the device displays the default language determined by the localization settings on the DCE server that the device is connected to. Additionally, if no language set is defined for a specific device, the default language is used.
Language sets are not applied globally, and individual devices can be configured to have a different default language, and language set.
To configure language sets in System Manager, do the following:
1
In System Manager, go to Configuration > Configuration sets > Language sets.
2
Click Add to open the Language configuration set dialog box.
3
4
5
Enter a Name and Description for the language set.
Select the desired languages and set a Default language.
Optionally, click the Add Language button to modify the list of available languages.
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Chapter 2: Managing Devices
6
7
Select a Language resource from the drop-down list.
Select a Language from the list of additional languages within the Language resource, and click OK.
Each Language resource contains a list of languages supported by that resource. The list is populated by the XML strings located in C:\Program Files\Equitrac\Office or Express\Accounting Service\Redist\DCEResources. If the Language resource XML string does not contain more supported languages than the 6 default languages, then the resource’s Language drop-down list is empty.
8
Click OK to save the Language set.
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Chapter 2: Managing Devices
Embedded devices are manufacturer-specific software bridges that eliminate the need for a central print server since the MFP devices themselves track and report activity. Embedded devices handle the transfer of user authentication and transaction details between these devices and your accounting server database. Supported devices prompt users for valid user and account ID information for all walk-up copy, scan, and fax jobs.
Using System Manager > Devices, you can manually add and associate an embedded device with a single physical
Adding and Configuring Embedded Devices
on page 58 for more information.
In addition to the product licenses (including DCE), one embedded device license is required for each manufacturer device.
Device type
Canon MEAP
Fuji Xerox
Fuji Xerox ECSP
HP LaserJet
HP OXP
Konica Minolta
Kyocera
Lexmark
Oce
Rioch PCC3, PCC4, PCC5
Samsung-XOA-E
Samsung-XOA-Web
Sharp OSA
Xerox EIP, JBA
Xerox ECSP
Description
Supports Canon MEAP iR and iR-ADV devices
Supports Fuji Xerox APEOS devices
Supports Fuji Xerox devices with ECSP features
Supports HP LaserJet devices
Supports HP Open Extensibility Platform MFP devices
Supports Konica Minolta devices
Supports a range of KM and CS devices
Supports a range of Lexmark devices
Supports a range of Oce devices
Supports a range of Aficio devices
Supports a range of Samsung XOA devices
Supports a range of devices via the Samsung Web platform
Supports a range of AR and MX devices
Supports Xerox devices with EIP & JBA features
Supports Xerox devices with ECSP features
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The configuration options are under System Manager > Configuration > Devices > Embedded devices.
To configure system-wide tracking properties for each device type, select the desired embedded Device type from the drop-down list, and then click the Tracked activities link to open the list of available tracking options. These options can be overridden at the physical device level. All devices have the same Tracking activities options. Tracking activities is the only configurable option for Canon MEAP, HP LaserJet, Konica Minolta, Oce, Kyocera, and Sharp OSA. See
Manually Adding and Configuring a Physical Device
on page 47 for more information.
Do not select the Print option if you plan to track printing via a server-based printer port or workstation-based
Equitrac direct IP printing.
Additional configuration information for each embedded device type is listed below:
• Canon MEAP – refer to Equitrac Embedded for Canon MEAP 1.4 Setup Guide or Equitrac Embedded for Canon
MEAP 2.0.x Setup Guide
• Fuji Xerox – refer to Equitrac Embedded for FujiXerox Setup Guide
• Fuji Xerox ECSP – refer to Equitrac Embedded for FujiXerox ECSP Setup Guide
• HP LaserJet – refer to Equitrac Embedded for HP LaserJet Setup Guide
• HP OXP – refer to Equitrac Embedded for HP OXP Setup Guide
• Konica Minolta – refer to Equitrac Embedded for KonicaMinolta Setup Guide
• Kyocera – refer to Equitrac Embedded for Kyocera Setup Guide
• Lexmark – refer to Equitrac Embedded for Lexmark Setup Guide
• Oce – refer to Equitrac Embedded for Oce Setup Guide
• Ricoh PCC – refer to PCC3 Setup Guide, PCC4 Setup Guide or PCC5 Setup Guide
• Samsung XOA-E– refer to Equitrac Embedded for Samsung XOA-E Setup Guide
• Sharp OSA – refer to Equitrac Embedded for SharpOSA Setup Guide
• Xerox EIP – refer to Equitrac Embedded for Xerox EIP Setup Guide, or Equitrac Embedded for Xerox EPA-EIP Setup
Guide.
• Xerox ECSP – refer to Equitrac Embedded for Xerox ECSP Setup Guide
• Xerox JBA – refer to
Xerox JBA Device Configuration
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Use the System Manager > Devices link to manually add an embedded device that is associated with a single physical device in Equitrac Office and Express. For some manufacturers, the embedded device is automatically added during configuration of the MFP to communicate with DCE.
1
Select a physical device in the right pane, then select Current tasks > Add embedded device. Alternately, you can right-click on a physical device in the right pane and select Add embedded device from the menu.
manufacturer-specific embedded guide for the list of available options and setup instructions.
2
3
6
7
4
5
The Type is set to automatically match the manufacturer of the physical device.
Enter a Name for the embedded device. This is a required field, and an error message appears prompting to specify a device name if you click OK without naming the device.
The Description for the embedded device is automatically populated with the physical printer’s name. This can be changed as desired.
The Server defaults to the current DCE host. Change the server, if necessary, by selecting another server from the drop-down list.
The Serial number and Version fields fill automatically once communication is enabled.
Click Pricing to configure pricing at the embedded device level.
You can apply a default price list, a primary and optional secondary price list, or a price list for specific departments for each applicable function on the device.
on page 269 for details on configuring price lists. See
290 for details on working with departmental pricing in Equitrac Express. See
on page 366 for details on generating reports containing secondary price list data.
you select an alternate price list for the embedded device, the embedded device price list overrides the device setting.
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Chapter 2: Managing Devices
8
For Xerox and Fuji Xerox devices, click the Initialize button under Device Initialization for account tracking to set the device parameters.
device reboots whether the change is successful or not.
9
Click OK to save these settings, or Cancel to close the dialog box without saving any changes.
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Chapter 2: Managing Devices
Xerox job-based accounting (JBA) captures and records job information at the device, and sends it to the server for approval. When configuring JBA, ensure the device has a static IP address on the server that hosts the Equitrac DCE service. For information on configuring the devices on your network, refer to your Xerox device documentation.
To track print jobs by embedded devices, your Xerox devices must meet the following prerequisites.
• JBA-supported Xerox device with Network Accounting module installed and enabled and Authentication
(Network Accounting option) enabled.
• TCP/IP enabled and configured, and HTTP installed and enabled on the devices.
• A static IP address or reserved DHCP IP address (recommended).
• TCP/IP port 80 communication enabled on the network between the Equitrac server and the devices.
• Depending on the Xerox device and server operating system, you may require Xerox Advanced Services
Management before you can enable the Accounting option on the printer driver. See the Xerox device documentation for details.
When tracking print jobs through a Xerox embedded device, configure the device and its print drivers to accept only authenticated print jobs. Users are prompted to enter a user and an account ID prior to printing. The embedded device tracks printing and captures appropriate accounting information.
case-sensitive when it compares data collected from the print transaction with the accounting codes stored in the device’s local database. Equitrac Office and Express must convert all account codes to uppercase before uploading to
Xerox devices, and you must enter authentication data in the Xerox print dialog box in uppercase.
In order for Xerox devices to accept authenticated print jobs and the controller interface to track print jobs correctly, the Xerox device and Xerox print drivers must be configured as described in the following table.
Device and Print Driver Configuration
The Network Accounting module must be installed and enabled on each Xerox device.
The Network Accounting Configuration >
Authentication option must be enabled.
Notes
Equitrac Office and Express does not support the Internal Auditron authentication method. When you set the authentication mode on the device, ensure you select the Network Accounting option.
Depending on the Xerox device Authentication configuration, job information can be accurately tracked by the Xerox device regardless of whether or not the user and account information exists on that device.
See the Xerox device documentation for details on configuring options for the physical device.
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Device and Print Driver Configuration Notes
Installed Xerox print drivers must have the
Accounting option enabled for each printer to prompt users for user and account ID prior to printing.
The location of the Accounting option in the Xerox print driver dialog box may not be the same for all printer connections you create.
The option may be located on the Properties > Document Details or the Printer Preferences dialog box. You may find that the location of the Accounting option varies by Windows platform, driver language type (Postscript or PCL), driver version, or device model.
The Xerox device deletes print jobs to prevent anonymous (un-billable) printing when any of the following situations apply:
• The Xerox print driver does not have authentication features.
• The Accounting option for the print driver is disabled.
When tracking print jobs through the controller interface, installed Xerox printer connections must use Windows Port Monitors.
Print jobs are tracked twice if the controller interface for Xerox exists in
System Manager > Devices to track print jobs through the controller interface while the Xerox printer connection uses an port monitor. Both the port monitor and the controller interface track the print job.
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Equitrac Office and Express support integration with LRS VPSX print output management using VPSX PersonalQs through Equitrac’s embedded devices and PageCounter terminals. Multiple VPSX PersonalQs can be assigned to a device, and the user can simultaneously release jobs that are held in the Equitrac secure print queue as well as jobs which are held on PersonalQs. Although multiple PersonalQs can be assigned to an Equitrac device, only one external print queue device can be assigned per device.
In addition to the Equitrac Office and Express product licenses, one External Data Sources license is required for each
DCE that talks to an LRS server. The EQLRSVPSXImport.exe utility used to import transactions from LRS also requires an External Data Sources license.
In order for Equitrac Office and Express to communicate with VPSX, the LRS VPSX COM API must be installed on each DCE that communicates with an LRS server.
1
2
Open a web browser, and go to the LRS website at http://www.lrs.com/EOM/ics/login.aspx
.
Login for Product Support, and download the installation executable file.
3
4
5
6
Run the installation file on each DCE that communicates with an LRS server. The C:\lrs\LAN\Install\
folder is created.
Run either the VPSXAPIINST64 (64-bit) or VPSAPIIINST (32-bit) executable file to open the VPSX Window
API InstallShield Wizard.
When installed, the files are placed in C:\Program Files\lrs\VPSX _Windows_API.
After installation, the VPSX server root directory (C:\lrsroot\vpsxroot) is created containing the PullPrintHosts file. Edit the file to add the DNS names or IP addresses of the Equitrac servers which issue COM requests to VPSX.
Equitrac Office and Express can now communicate with VPSX using the LRS VPSX COM API.
Use the System Manager > Devices link to add a VPSX device to a physical device in Equitrac Office and Express.
1
Right-click on a physical device in the right pane, then select Add external print queue device from the menu.
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2
3
4
5
6
Enter a Name for the VPSX device.
The Server defaults to the current DCE host. You can select a different server from the drop-down list.
Select VPSX from the Type drop-down list.
Enter the Destination printer URI. This information is provided by LRS, indicating the server name, port, and location on the server.
Click Add to open the Add URI dialog box.
7
8
Enter the URI to identify the location of the PersonalQ where jobs are held in VPSX, and click OK. This information is provided by LRS. Optionally, you can click Add again if you want to access more than one
PersonalQ.
Click OK to save the configuration.
The EQLRSVPSXImport.exe utility imports transactions from LRS. Equitrac Office and Express installs this utility by default on the accounting server in the Program Files\Equitrac Office or Express\Tools folder.
The command-line utility accepts commands in the following format:
EQLRSVPSXImport.exe -f <filename> -a <acct_srv>
VPSX transactions must be imported into Equitrac Office and Express from a .csv file with the following fields:
Prt_tcphost, Owner, Job Name, Ctime, Field not used, JobPages, Col, Duplex, Field not used, Pagesize , Field not used, Field not used, Guid
Example:
192.168.96.179, jdoe, doc123, 2010/06/24T10:12:10, XXX, 5, y, n, XXX, A4,XXX, XXX,
1a1b1c1d1e
To release print jobs held in the user’s VPSX PersonalQ(s), do the following:
1
2
3
The user sends a print job to a VPSX configured MFP. The job is held in the PersonalQ until it is released.
The user logs into an Embedded device or PageCounter terminal, and accesses the Follow-You Printing function.
The user selects and releases the job(s) from the VPSX PersonalQ.
Users can release multiple jobs on one or more PersonalQs on one or more print servers. Direct IP printing is supported.
the job is saved in the print queue for 24 hrs.
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Equitrac Office and Express support integration with InfoPrint Manager print output management using secure external print queues through Equitrac’s embedded devices and PageCounter terminals. In addition to the Equitrac
Office and Express product licenses, one External Data Sources license is required for each DCE that talks to an
InfoPrint Manager server.
Before adding and configuring the InfoPrint device in Equitrac Office and Express, some LDAP setup is required.
1
2
3
In System Manager, go to Configuration > Security and authentication > External authentication.
In the External authentication window, select the LDAP checkbox, and do the following: a b
Enter the host LDAP Server name.
Enter the Port number used by the LDAP server.
f c d e
Select any LDAP lookup Type from the drop-down list.
Select Force SSL to use SSL (Secure Socket Layer) encryption.
Select Use LDAP version 3 to use LDAP 3.
Select Direct bind as the Authentication method.
g h
Enter the LDAP DN Prefix (e.g. CN=admin) and DN Suffix (e.g. ,O=equitrac) to be placed, respectively, before and after the supplied user ID for simple authentication against LDAP.
Select your User ID modification method. If the user ID has the format of an email address, this setting allows the email domain to be removed.
Click OK to save the settings.
Ensure that the user can be authenticated via LDAP. Refer to
Configuring LDAP Synchronization
details on LDAP synchronization.
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Use the System Manager > Devices link to add an InfoPrint device to a physical device in Equitrac Office and
Express.
1
Right-click on a physical device in the right pane, then select Add external print queue device from the menu.
2
3
4
5
Enter a Name for the InfoPrint device.
The Server defaults to the current DCE host. You can select a different server from the drop-down list.
Select InfoPrint from the Type drop-down list.
Click Add to open the Add URI dialog box.
6
7
Enter the URI to identify the location of the InfoPrint Manager server, and click OK.
URIs are in the format https://server:port/ipmnx or http://server:port/ipmnx depending if SSL is used or not.
For example:
• SSL enabled URI is https://server:port/ipmnx (https://<ipm_server_name>:14443/ipmnx )
• Non-SSL URI is http://server:port/ipmnx (http://<ipm_server_name>:14080/ipmnx
)
Optionally, you can click Add again if you want to access more than one URI.
Click OK to save the configuration.
queue device can be assigned per Equitrac device.
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To release print jobs through the InfoPrint external print queue, do the following:
1
2
3
The user sends a print job to a InfoPrint configured Equitrac device. The job is held in the InfoPrint print queue until it is released.
The user logs into an Embedded device or PageCounter terminal, and accesses the Follow-You Printing function.
The user selects and releases the job(s) from the InfoPrint print queue.
from one InfoPrint server at a time. U sers can only print or delete documents through an InfoPrint device, they cannot save documents in the InfoPrint print queue. Once a document is printed, it is automatically deleted from the print queue.
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I-Queue solves printing challenges by providing a single print queue for every user and every printer. When submitting a print job you can setup and use the following printing mode options:
• The I-Queue printer for secure printing via a single Follow-You Printing queue where all printers are combined into a single pull group. The I-Queue holds print jobs sent to the I-Queue printer from a user workstation. This
I-Queue method only supports secure printing and holds print jobs until the user releases them at a networked printer via Follow-You Printing.
• Direct printing via the I-Queue direct printer that enables you to print directly to a printer (without printer driver installation and authentication or a Follow-You-Printing queue at a printer) in a simple and straightforward method.
• Both of the above methods.
There are no pull group restrictions when using the I-Queue print option. Rules and price lists can be applied to the I-
Queue for all associated print jobs.
Use the System Manager > Devices link to create an I-Queue in Equitrac Office and Express.
1
Right-click the Devices pane, and select Add I-Queue from the menu. The I-Queue summary window appears.
2
3
5
6
4
Enter a Name and Description for the I-Queue. The device Type displays I-Queue.
Select a Printing mode from the drop-down list:
• I-Queue: Prints to a general queue.
• I-Queue Direct: Prints to a printer directly without any pre-installed printer driver. Extra steps are not required to release print jobs.
• Both I-Queue and Direct (default): Uses both printing modes.
Click Pricing to configure pricing at the I-Queue level. A default price list, a primary and optional secondary price
list can be applied to an I-Queue. See
Select a printing Rule set for the I-Queue. See
Click OK to save the I-Queue configurations.
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"I-Queue" Mode Method
The I-Queue is a single Follow-You Printing queue where all printers are combined into a single pull group. The I-
Queue that holds print jobs sent to the I-Queue printer from a user workstation. The I-Queue only supports secure printing, and holds print jobs until the user releases them at a networked printer via Follow-You Printing.
After I-Queue printing has been enabled on the print server and the I-Queue feature of the Workstation Client is installed, the workstation client installs a new printer named I-Queue after a DRC cache update (either manual or automatic). This I-Queue printer uses I-Queue Printer Port and Nuance Universal Print Driver and appears in the
Windows built-in printer list. This way users can print to the I-Queue printer on their workstation and release their jobs at any system-configured printer.
To release print jobs through an I-Queue printer, do the following:
1
2
The user prints to the I-Queue printer on their workstation. They do not have to select a destination printer.
The user authenticates at any system-configured printer on the network and releases their documents via Follow-
You Printing. The job is held in the I-Queue until it is released.
the user’s desktop.
3
The user has the option to force monochrome or force duplex at the printer before releasing their documents.
The user then collects their print jobs and logs out of the printer.
"I-Queue Direct" Mode Method
I-Queue Direct enables you to print directly to a printer (without driver installation and authentication or Follow-
You-Printing at a printer) in a simple and straightforward method.
After the I-Queue Direct printing has been enabled and the I-Queue feature of the Workstation Client is installed, the workstation client installs a new printer with name I-Queue Direct after a DRC cache update (either manual or automatic). This I-Queue Direct printer uses I-Queue Printer Port and Nuance Universal Print Driver and appears in the Windows built-in printer list.
To release print jobs through an I-Queue Direct printer, do the following:
1
2
The user prints to the I-Queue Direct printer on their workstation.
The I-Queue Direct Printers pop-up window appears with a list of printers configured for I-Queue printing with associated I-Queue Port in Equitrac System Manager.
time.
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3
When searching for a printer, you can specify associated attributes (for example, color, name or model) in a field in order to filter the list of the printers with the available printer properties.
5
6
4
(optional) The system administrator can provide a printing info sheet next to the printer with a printer code. This way, if you have the printer code, you can type this in the I know my printer code field instead of browsing in the printer list.
Select a printer and click OK.
Additional steps are not required as print queues are not available in this printing mode. The user then collects their print jobs.
The I-Queue printer is auto-created on the DRE print server when the DRE I-Queue feature is installed using the
Equitrac Office or Express Installer, or on a client workstation when the DRC feature is installed using the Equitrac
Office or Express Client Installer. If the I-Queue is added in System Manager before installing the DRE I-Queue feature, or installing DRC, then the I-Queue printer immediately appears in the Windows built-in printer list after you have run the installation. If the I-Queue is added after DRC/DRE is installed, the I-Queue printer does not appear on the client workstation until DRC/DRE synchronizes its cache with CAS. After the I-Queue printer has been added and the appropriate print drivers have been associated in System Manager with the available networked printers, then the user can send jobs to the I-Queue printer on their workstation and release their jobs at any system-configured printer.
to use with Web Release. The I- Queue printer needs to be set as the default printer for jobs submitted though Web
Release.
Depending on the I-Queue printing mode setting at the server side, different printers are available on the workstation client computers:
• I-Queue: Only an I-Queue printer appears in the printers list of Windows.
• I-Queue Direct: Only an I-Queue Direct printer appears in the printers list of Windows.
• Both I-Queue and Direct (default): Both of the above printers appear in the printers list of Windows.
This setting is modified in the I-Queue Properties dialog box in System Manager. The current setting is sent to the
DRC servers at every DRC cache update (Equitrac synchronizes the DRC cache once every 24 hours). After synchronizing its cache, the I-Queue printer is available to use.
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of the server.
However, you can manually force an immediate synchronization by doing the following:
1
2
3
Select System Manager > Software.
Use the Description column to sort the view.
Select one or more DRC workstations, then right-click and select Force cache update from the list.
removed from the client workstation once the DRC synchronizes its cache with CAS.
Users can print from their workstation using the I-Queue printer that is shared on a DRE Print Server.
To share the DRE I-Queue printer on the DRE Print Server, do the following:
1
2
3
4
5
Create a DRE printer, and enable secure printing on the queue.
Add an embedded device to the DRE printer and verify that you can print and track through that printer.
On the DRE print server, open the Properties for the I-Queue printer, click the Sharing tab, and select the Share
checkbox.
Add the I-Queue printer share to the user workstation.
Print a test page from the workstation to the shared I-Queue printer and release the job from any DRE printer to confirm that the test page printed successfully.
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A Managed Queue is a workstation print queue which is configured and deployed through the Workstation client and managed via System Manager. Managed Queues utilize the vendor specific printer driver and allow all print driver functionality to be available to the user. The workstation client automatically creates the print queue (as configured in
System Manager) and installs and updates the vendor printer driver on the workstation client. The Managed Queue settings are updated on the workstation computers at normal synchronization periods (as configured in System
Manager) Optionally, you can force a synchronization to roll out immediate updates. See
Administrators can setup an environment with similar devices using one common printer driver. This allows for one common queue to be automatically installed on all workstation computers without any further configuration.
Additional Managed Queues can be setup for different groups of devices using different printer drivers. This functionality simplifies the deployment of print queues to workstations and allows the use of standard print queues to be easily maintained in the environment.
Pull groups are used to filter which MFP can release the jobs sent to a Managed Queue. Pull groups can be set for a
Managed Queue and print jobs can be released on any MFP within the pull groups assigned to the Managed Queue.
Pull groups are needed as print jobs from one vendor may not be compatible with other vendor’s devices, and care
should be used in selecting which print drivers to use. See
Use the System Manager > Devices link to configure a Managed Queue in Equitrac Office and Express.
1
Right-click a device, and select Add Managed Queue from the menu. The Managed Queue summary window appears.
2
3
4
Enter a Name for the Managed Queue as it will appear on the workstation computers.
Select a Pull group from the drop-down list. More than one pull group can be assigned to a Managed Queue, and
more than one Managed Queue can be assigned to the same pull group, and See
Select a printing Rule set for the Managed Queue. See
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5
Click Pricing to configure a printing pricing at the Managed Queue level. A default price list, a primary and
optional secondary price list can be applied to a Managed Queue. See
6
For Equitrac Express, there is an optional Departmental Pricing selection that can be set for a Managed Queue.
a b
Select Print from the price list Type drop-down list.
Select a Department from a drop-down list. The list does not contain the departments already selected for another departmental price for the current Managed Queue.
c
Select a Price list from a drop-down list.
The Add option is not available if all existing departments are already added to the list. If a price list is deleted, all departmental pricing items are also deleted where the price list is set. If a department is deleted, all departmental pricing items are also deleted where the department is set.
7
Set the following Print driver assignment:
• Select the OS version Driver package from the drop-down list. This is the print driver package containing the driver INF file.
• Select the OS version Driver name from the drop-down list. This is the name of the driver from the INF file
associated with the MFP model. The INF file can contain multiple driver names.See
on page 307 for managing print drivers.
on the workstation computer.
8
• Copy drivers from device: The printer driver assignments of an existing device can be copied for easier configuration. Only devices in the same pull group for the Managed Queue are listed the drop-down list.
Click OK to close the Managed Queue summary dialog box.
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Workstation devices are printers that Equitrac Office and Express track using the Desktop Printing feature, which is available as part of the Equitrac Office or Express Client installation. Any printer you can connect to a client workstation using LPT or USB qualifies as a workstation device.
Workstations that print via direct IP to a networked printer should use the workstation direct IP printing (DRC) feature of the Workstation Client. Unlike workstation devices, DRC printers are not listed in the workstation view.
Instead, they appear in the Standard view as if they were DRE printers.
For complete details on Desktop Printing, see
Workstation device registrations are created automatically in System Manager > Devices when users print from a workstation to a workstation device. The device is registered in Equitrac Office and Express using the default settings.
You can also add a workstation device manually, if needed.
Use the System Manager > Devices link to change workstation device properties in Equitrac Office and Express.
1
2
3
4
Switch to Workstation View.
Click a workstation link to open the Workstation summary dialog box.
Enter a Name and Description for the workstation device.
The Server field displays the local print server.
Click Pricing to configure pricing at the workstation device level.
You can apply a default price list, a primary and optional secondary price list, or a price list for specific departments for each applicable function on the workstation device. You can apply a basic price list to charge on a simple, per-page basis, or create and apply an advanced price list to track and charge for color attributes.
on page 269 for details on configuring price lists. See
on page 366 for details on generating reports containing secondary price list data.
first checks for a workstation device’s print queue price list that matches the requested print job. If none is found,
Equitrac looks for a workstation device’s port price list matching the print job. If none is found, Equitrac looks for a price list assigned at the workstation device level that matches the print job. See
5
Select a Tracking group option for the workstation device by selecting one of the following options:
• Non-tracked – does not track the device.
• Tracked with popup – tracks the device and displays a popup at print time.
• Silently tracked – tracks the device without displaying a popup at print time.
moving workstation devices between the three groups in Workstation view. See
Workstation View
on page 45.
6
Click OK to save these settings, or Cancel to close the dialog box without saving any changes.
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Devices can be grouped together to suit the needs of your organization. For example, you can group devices by physical location, manufacturer, department, or output and finishing options (such as color, paper size, duplexing).
Grouping devices requires that you first create custom groups based on those criteria, then add your devices to the appropriate group.
To create custom groups, do the following:
1
2
3
Select System Manager > Devices.
Click the Custom group view tab to see a list of devices.
Right-click Ungrouped devices in the right pane and select Manage custom groups from the menu.
4
5
6
In the Manage groups dialog box, enter a name for the group and click Add.
Repeat as required to add all desired groups.
Click OK to add the groups to the Custom group view.
To assign devices to custom groups, do the following:
1
2
3
Select System Manager > Devices.
Click the Custom group view tab to see a list of devices.
Right-click on the desired physical and select Assign to custom group from the menu.
4
In the Assign to group dialog box, select a group name to assign the device to and click OK. Alternatively, you can drag-and-drop ungrouped devices into a group within the right pane.
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Equitrac Office and Express support scan tracking on eCopy ShareScan using the Cost Recovery Connector protocol versions 2 and 3. When integrated with Equitrac Office and Express, the user logs into the MFP with their Equitrac authentication information. The eCopy server is notified of a successful login and unlocks the eCopy Client to allow the user to perform their scan transactions. When the user presses Lock on the eCopy client to end their session, the eCopy client is locked and the scan transaction details are forwarded to the Equitrac server.
The Cost Recovery Connector is proprietary eCopy software that always resides on the ShareScan server, regardless of whether the server and client components are on the same or separate machines. The Cost Recovery Connector handles communication between eCopy and DCE.
The eCopy client may be a part of an MFP (ShareScan Client Embedded), or may be part of a discrete piece of hardware that resides next to the MFP (ScanStation). In the case of embedded eCopy clients, one ShareScan Server can manage up to 100 clients. However, if implementing the ScanStation solution, one ScanStation server is required per client. Both scenarios are depicted in the diagram below.
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Login to the ShareScan Server administration and configure the following properties specifically for Equitrac Office and Express:
• Enable the connectors you plan to use (e.g. Scan to Desktop)
• Enable Activity logging
• Field separator – you must define the eCopy default field separator as a comma (the default is typically a vertical line [|])
• Enable Cost Recovery, and enable the Show Lock Button option for the ScanStation interface
• Define port 9325 in eCopy configuration specifically for communication between the ShareScan server and the
DCE service
The following prerequisites must be met prior to configuring eCopy within Equitrac System Manager:
• The MFP is connected to the network and is registered in Equitrac Office and Express. Refer to
• An eCopy compatible embedded device has been added. Equitrac Embedded for Canon MEAP, HP LaserJet,
Konica Minolta, Kyocera, Ricoh PCC, and Sharp OSA are compatible.
• An External Data Sources license is required for each DCE server that communicates with an ecopy device.
• An Equitrac embedded license is required for each MFP.
• The eCopy ShareScan solution is installed and configured, and connected to the MFP.
Ensure that all eCopy platform components are up and running. Also, register the MFP in eCopy; refer to your eCopy documentation for this step. Ensure you install and enable the Cost Recovery Connector component on the
ShareScan server.
• Configure scan price lists in System Manager and assign the price list to the MFP in System Manager. For
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1
2
3
To configure eCopy in System Manager
Open System Manager and click Devices in the left pane.
Right-click on the MFP you want to configure for scan tracking, and select Add embedded device from the menu.
Select eCopy from the Type drop-down list.
4
In the eCopy ShareScan options dialog box, complete the following fields:
Option
Name
Description eCopy server eCopy version
Embedded
(ShareScan) IP
Server
Server port
Description
Enter a name for this instance of eCopy
Type a description if necessary
Enter the IP Address of the ShareScan Server
This is the protocol version of the Cost Recovery Connector
This is the IP address of the parent physical device (editable)
Settings
Select the DCE server
Defaults to port 9325 and must mirror the port defined on the eCopy ShareScan server for communication with the DCE server. If the port is different on the ShareScan server, change this port number to match.
Delimiter - Character used to separate transaction records
Connection timeout - Value, in milliseconds, that closes the connection if no communication with the ScanStation server is established
This key is supplied by eCopy for the version 3 protocol TripleDES
Encryption Key
Send password When Equitrac communicates with ShareScan through the Cost Recovery protocol, determine whether password should be or not sent to ShareScan. Choose between Yes (default) and No.
5
Click OK to save the changes.
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You can create a separator page on each device queue that is managed by a DRE Print Server. The separator page is printed before each released print job on the device. Equitrac Office and Express separator pages are compatible with standard Microsoft separator page logic, and also provide Equitrac-specific escape codes. If you have an existing separator page, copy it in to the Program Files\Equitrac\Office or Express\Separator Pages folder on the DRE server, and make modifications to include Equitrac Office and Express specific information.
If you experience problems with a separator page, remove the Equitrac escape codes from the file, then ensure that the page prints correctly under a non-DRE controller printer. Consult your Microsoft documentation for details.
Although DRE is installed with a default separator page, it is not enabled on any device. The instructions below use the default separator page provided with Equitrac Office and Express.
1
2
3
4
5
6
On the DRE server, open Program Files\Equitrac\Office or Express\Separator Pages\pcl.sep in any text editor.
Choose the escape character that you want to use.
The default file uses the "\" symbol, but you can choose any character you want. This character identifies the syntax used for all escape codes within the file. Choose a symbol that you do not want to print on the separator page. For example do not use the '@' symbol as the escape character if you want the '@' symbol to appear anywhere on the separator page (within an email address, for example).
Enter the escape codes for the functions you want to print on the separator page. See
Separator Page Escape
Codes
on page 79 for a complete list of codes and their corresponding results.
Save the file using a new name with a .sep extension in Program Files\Equitrac\Office or Express\Separator
To apply the separator page, open System Manager > Devices, select the physical device from the list, and then click the Output Options button on the Physical device summary screen to open the Output Options screen.
In the Separator pages field, type the name of the separator page, including the .sep file extension.
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Separator Page Escape Codes
\Q\b
\Q\c
\Q\n
\Q\q
Escape Code
\N
\I
\D
\T
\L
\Fpathname
\Hnn
\Wnn
\U
\B\S
\E
\n
\B\M
\@
Result on the Separator Page
Prints the user name
Prints the job number
Prints the date was printed
Prints the time the job was printed
Prints all following characters until the next escape code. Use this code to add messages on the print separate page. For example, you could use:
\L Job Name
Prints the contents of the file specified by its path name.
Prints the character defined by the nn variable. This variable is a hexadecimal ASCII code. See you printer manual for specific variable numbers accepted by your device.
Sets the width of the separator page. The default width is 80 characters and the maximum width is 256.
Printable characters that exceed this width are not printed on the separator page.
Turns off block character printing
Prints the text in single-width block characters
Ejects a page from the printer. Enter this variable to end the separator page.
Note that some printers detect this automatically. If you include the /E escape code and the printer generates an extra blank page between the separator page and the print job, remove this escape code.
Skips a variable number of lines (represented by n) from 0-9 lines
Prints the text in double-width block characters
Prints the @ characters. You can use this escape code if you want to append the user name with the domain name for example.
\N\@\L domain.com
Applies the cost of the document that follows the test page, then prints the user or department balance
Prints the cost of the document that follows the test page
Prints the document name
Prints the number of pages remaining in the User Accounts color quota, after this job is printed
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The following example shows the contents of the default pcl.sep page and the result when the separator page is printed.
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Default media size and color settings for printer output can be configured in System Manager. Industry standard media sizes are available (e.g. Legal, Letter, Statement, A3). Select Color or Monochrome as the output default for printers if the type is not detected by Equitrac Office and Express.
Adding and Configuring a Control Terminal
on page 122. This is not applicable when an enhanced copy control
cable is used to connect the control terminal to the copier.
To configure default settings, do the following:
1
In System Manager, go to Configuration > Devices > Defaults to open the Defaults dialog box.
2
3
4
5
Select a Media size from the drop-down list.
Select Color or Monochrome from the Monochrome settings drop-down list.
Select Yes or No from the Track Twin/Mono Color as Black and White drop-down list. When "Yes" is selected, any single-color (mono) or two-color (twin) job is tracked and charged as Black and White. When more than two colors from the CMYK color model are used, the jobs are charged as color.
Click OK to apply the defaults.
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Equitrac Office and Express support specialized hardware units, printer interfaces, and print job languages. You can configure your Equitrac Office and Express environment to accommodate additional hardware devices or identify potential issues that may impact system performance.
If you require more information, see your hardware manufacturer’s documentation, or visit their website.
When you install CAS, a device database is also installed to provide the software with known device configuration information and common supported devices. When this device database is updated on a product upgrade (to include the newest printer definitions for example), existing entries are not refreshed.
For example, if a particular printer does not exist in the database when the printer is added to the system, the manufacturer and model fields are blank. If, after upgrade, the device information exists in the new version, the fields do not automatically update. To update the printer information, open the Physical Device properties dialog box in
System Manager and select the appropriate manufacturer and model from the drop-down lists.
Printer support varies based on the selected PageCounter. The following subsections describe the types of hardware drivers that each PageCounter supports.
Printer Job Language (PJL) Page Counting
The PJL page counter supports most Hewlett-Packard, Xerox Docuprint, Compaq PageMarq, and IBM network printers. PJL page counting is independent of the actual printer driver used. The information from the PJL page counter and the Datastream Interpreter (DSI) are combined to determine accurate page counts and document details.
Data Stream Interpreters
The Datastream Interpreter (DSI) handles print driver output for number of pages and some document attributes, such as color, paper size, duplexing, and finishing options.
To ensure accurate document tracking, select the appropriate data stream interpreter/printer driver combinations for your devices. For example, to use the Postscript Page Interpreter, use a postscript printer driver.
• PostScript Page Interpreter
Supports all PostScript Level 1-, PostScript Level 2-, and PostScript Level 3-based printers. Regardless of the make and model of the printer, ensure that you also use a PostScript-based printer driver when using the PostScript page interpreter. This interpreter collects document attributes from most PostScript print drivers.
Supports PCL-based printers, including PCL3, PCL4, PCL5, PCL5e and PCL5c. Regardless of the make and model of the printer, ensure that you also use a PCL3, PCL4, or PCL5-based printer driver when using the PCL page interpreter. This interpreter collects document attributes from most PCL print drivers.
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Supports PCL6- (PCL-XL-) based printers. Regardless of the make and model of the printer, ensure that you also use a PCL6-based printer driver when using the PCL6 page interpreter. This interpreter collects document attributes from most PCL6 print drivers.
Supports HP-GL/2- and HP RTL-based plotters and large-format printers. Regardless of the make and model of the plotters, ensure that you also use a HP-GL/2-based printer driver when using the HP-GL/2 page interpreter.
This interpreter collects document attributes from most HP-GL/2 print drivers.
Supports PPA-compatible printers. Regardless of the make and model of the printer, ensure that you also use a
PPA-based printer driver when using the PPA page interpreter. This interpreter gives page counts only, not document attributes.
Supports all Ricoh IPDL-C-compatible printers. Regardless of the make and model of the printer, ensure that you also use a compatible printer driver when using the Ricoh IPDL-C page interpreter. This interpreter collects document attributes from most IPDL-C print drivers.
Supports all Ricoh RPCS-compatible printers. Regardless of the make and model of the printer, ensure that you also use a compatible printer driver when using the Ricoh RPCS page interpreter. This interpreter collects document attributes from most RPCS print drivers.
Supports all Canon LIPS-compatible printers. Regardless of the make and model of the printer, ensure that you also use a compatible printer driver when using the Canon LIPS page interpreter. This interpreter collects document attributes from most LIPS print drivers.
Supports all Canon BJ-compatible and IBM Proprinter-compatible printers. Regardless of the make and model of the printer, ensure that you also use a compatible printer driver when using the CanonBJ page interpreter. This interpreter gives page counts only, not document attributes.
Supports GARO-compatible wide-format plotters. This interpreter collects document attributes from most GARO print drivers.
Supports UFR and UFR II-compatible wide-format printers. This interpreter collects document attributes from most UFR and UFR II print drivers.
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The Kyocera Prescribe page interpreter supports all Kyocera Prescribe-compatible printers. Regardless of the make and model of the printer, ensure that you also use a compatible printer driver when using the Kyocera Prescribe page interpreter. This interpreter collects document attributes from most Prescribe print drivers.
The Epson ESC/Page interpreter supports all ESC/Page-based printers. Regardless of the make and model of the printer, ensure that you also use a compatible printer driver when using the ESC/Page page interpreter. This interpreter gives page counts only, not document attributes.
The Epson ESC/P page interpreter supports all ESC/P- and ESC/P2-based printers, such as the Epson MX, FX and
LQ models. Regardless of the make and model of the printer, ensure that you also use a compatible printer driver when using the ESC/P page interpreter. This interpreter gives page counts only, not document attributes.
The Genicom page interpreter supports Genicom line printers. This interpreter gives page counts only, not document attributes.
The text page interpreter supports text printing. You may use the text PageCounter, for example, if you are printing text output from DOS or UNIX-based applications. This interpreter gives page counts only, not document attributes. When you select this page counting option, you must specify the number of lines per page for text output.
Comparing Page Counting Methods
The following table analyzes Data Stream Interpreters and Job counters only.
Interpreter
PostScript
PCL3, PCL4, PCL5
PCL6
HP-GL/2, HP RTL
Ricoh IPDL-C
Kyocera Prescribe
HP PPA
P
P
P
P
P
—
Support for
Color/Page size
P
Notes
The Datastream Interpreter requires CPU time on the print server because it examines print data on the way to the printer.
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Interpreter
Canon BJ, IBM
ProPrinter
Canon GARO P
Canon UFR and UFR II P
Epson ESC/Page —
Support for
Color/Page size
—
Epson ESC/P
Genicom
Text
—
—
—
Notes
The Job interpreter does not support color or oversized options. However, this interpreter can be used with any
Equitrac print monitor, and has a very low processing overhead. This interpreter is ideal for use with a plotter because it counts one page per print job.
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Pay Station Deposit Center is an Equitrac-supplied hardware unit that enables Equitrac Express users to add value to their network accounts to pay for print and copy transactions.
The Pay Station Deposit Center requires users to enter an account number and a password, if configured in Accounts
Manager. When a user inputs this account information, the Pay Station Deposit Center contacts Equitrac to verify the account and obtain an account balance. Upon successful verification, the terminal accepts currency until the user either ends the transaction or reaches the maximum value for the account. Equitrac then credits the user’s account by the appropriate amount, and makes the additional funds available to the user for performing print or copy transactions within the Equitrac Express environment.
recognize unlicensed terminals.
Pay Station Deposit Center users require standard Equitrac Express user accounts, as configured in Accounts
Manager. When creating accounts for your Pay Station Deposit Center users, be aware of the following considerations:
• Accounts Manager enables you to assign a primary personal identification number (PIN) and a secondary PIN. In a Pay Station Deposit Center account, the primary PIN acts as the account number, and the secondary PIN acts as the password.
• When assigning secondary PINs, use numeric values only. You also have the option of assigning blank PINs.
• If your Pay Station Deposit Center terminals are equipped with bar code readers, the primary PIN can use both alpha and numeric characters. If the terminals do not have bar code readers, the primary PIN can contain numeric characters only.
• If your Pay Station Deposit Center terminals are equipped with magnetic stripe readers, ensure that you enter the appropriate string for your primary PINs. The Control Terminal Configuration settings within Equitrac Express determine which positions on the magnetic stripe contain the PIN. For example, these settings may dictate that user account PINs start at position 3 and end at position 11. To verify these settings, open System Manager, select
in the left pane, then click Control terminals in the right pane.
prevents users from logging in to the terminal.
For more information on Control Terminal Configuration settings, see
information on using or configuring the Pay Station Deposit Center terminals, see the Pay Station Deposit Center
Setup and Installation Guide.
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Equitrac Express allows users to swipe a Campus Card at a Release Station as a method of payment from a third-party account using the Campus Card (also called Foreign Accounting System or FAS) functionality. The bridge between
Equitrac and a Campus Card system is the Campus Card interface.
Additionally, any system can be integrated with some development work using the Campus Card API, as described in the Campus Card API Reference Guide.
Equitrac Express users can authenticate themselves as valid Campus Card account holders at PageCounter terminals,
PageControl Touch terminals or embedded devices, make copies, release jobs, and pay for these services in real time directly from their Campus Card accounts. Release Station and Web Release Station offer the same capabilities, except
To use a Campus Card system, you must obtain a valid Campus Card Connector license.
You can configure CAS to cache Campus Card IDs, tender keys (if available) and transactions when the Campus Card system is offline. CAS stores offline transactions while the Campus Card system remains unavailable. When the
Campus Card system is back online, the cost of the offline transactions are applied against the appropriate account
(and tender key).
Configuring a Campus Card Interface
To configure a Campus Cards interface, do the following:
1
In System Manager, select Configuration > Campus card interface.
interface is not configured.
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The following example displays Campus Card interface dialog box of System Manager when Campus Card interface is selected.
2
Select a Campus Card interface from the Campus Card System drop-down list.
Express. If you create and deploy a new interface using the Campus Card API, as described in the Campus Card API
Reference Guide, it is also selectable.
To configure the details of the selected interface, click the Configure... button. A configuration dialog box of the selected Campus Card interface appears. Configuration details of the built-in interfaces are described further below.
If the CBORD CS Gold interface, the CBORD Odyssey interface or an interface created by the Campus Card API is selected, the following additional options are applicable:
Campus card interface option
Charge before copy
Disable server temporarily
Card swipe only
Description
• When enabled, this feature validates account information and charges the user account for a requested copy transaction prior to starting the copying.
• When enabled, this feature disables communication between CAS and the selected Campus Card interface.
• When disabled, this feature disables CAS to upload transactions or validate account data—such as when performing maintenance on the Campus Card system.
• When enabled, CAS uses the selected Campus Card interface only if authentication was performed with swiping a card.
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Campus card interface option
Forward password (if provided)
Description
• When enabled, CAS sends the secondary identifier to the selected Campus Card interface. This option has impact only if the controller or the embedded device client asks for a secondary PIN based on the Secondary prompt option of User
authentication. See
3
4
Select Enable offline account caching to allow users to login when the Campus Card system is offline.
a
Enter a Maximum offline balance for users while the Campus Card system is offline. The user is refused further activity once the balance reaches zero or the cost of the job exceeds the remaining balance b c
Enter the Account expiry time (in minutes) for how long the user’s offline account is active.
Enter the Transaction posting interval (in minutes, with a 15 minute minimum) for CAS to check if the
Campus Card system is back online and to post any offline transactions.
While the Campus Card system is offline, you can manually check its status, or delete any cached accounts and transactions, using the following options:
• Process cache now – Temporarily overrides the Transaction posting interval to check the Campus Card system status. If the Campus Card system is still offline, the Transaction posting interval resets to the time entered in the field.
• Purge cached transactions – Deletes all unprocessed cached Campus Card transactions.
• Purge cached accounts – Deletes all cached Campus Card accounts.
Select Enable user registration prompt to allow users to register an unrecognized Campus Card for future use.
To complete the card registration, the user is required to login with valid network ID and password. Once the card is registered, the user is able to log in as normal without being prompted for their login credentials.
still log in as normal, however, the user is not able to release print jobs unless they are prompted for a Release Key.
5
Only a valid Campus Card account (i.e. with available funds) can be associated with a user ID in CAS.
The registration process does not record the Campus Card account number as the user’s Primary PIN. Instead it records it in a separate table in CAS —the same table populated by the CampusCardImport.exe utility. See
Campus Card Account Information
A user may only register one card against their user ID. Registering a new card will overwrite an existing card.
To remove users from the Campus Card mapping table in CAS, do the following:
• Select all from the drop-down list, and click Delete to remove all users.
• Select by user name or by card ID from the drop-down list, enter the associated user name or card ID in the text field, and then click Delete to remove users individually.
A Campus Card Holding Account is created in Accounts Manager after the Campus Card is used for the first time.
This account acts as a system audit log to capture all activity from card swipes.
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Blackboard IP Interface
To configure the Blackboard IP Interface, do the following:
1
In the Campus Card System drop-down list, select
.
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2
Click Configure to open the Blackboard IP Interface dialog box.
3
Complete the following fields:
Option
Host
Disable Server
Enable Encryption
& Encryption key
Details
• IP address or host name of the Blackboard server.
• Equitrac Express confirms the address and displays the port number and interface version.
• When selected, this feature disables communication between CAS and the Blackboard server.
• Disable temporarily when you do not want CAS to upload transactions or validate account data—such as when performing maintenance on the Blackboard server.
• Enable if your Blackboard configuration requires encryption for account data. Provide the encryption key.
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Option
Terminal number
Tender Keys
Details
• Enter a unique terminal number for Equitrac Express.
• Blackboard treats Equitrac Express as an individual terminal. Enter the same number you assigned to Equitrac Express during the Blackboard configuration.
• If your Blackboard configuration uses tender keys, click Add to enter one or more new keys.
• Equitrac Express treats each tender key associated with a FAS account as a separate account when displaying accounts to a user signing on at a terminal. After the user swipes his or her card at the terminal, Equitrac Express checks for a FAS account. If it finds a single account, the user may proceed with printing as usual. If Equitrac Express finds either multiple matching accounts, or an account with tender keys, the terminal displays the matches in a list, and the user can select the appropriate account or tender key.
PINs required • When this option is enabled in combination with the Control terminals > Swipe any campus
card for payment option, then the user is prompted for a secondary PIN after swiping for payment, and the secondary PIN is validated by the Blackboard server.
Charge before copy • When enabled, this feature validates account information and charges the user account for a requested copy transaction prior to starting the copying.
4
After the configuration is complete, you may import the Blackboard account information into the CAS database.
Import Campus Card Account Information
CBORD Odyssey Interface
To configure the CBORD Odyssey interface, do the following:
1
In the Campus Card System drop-down list, select CBORD Odyssey interface.
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2
Click Configure to open the CBORD Odyssey interface dialog box.
3
Complete the following fields:
Option
Host
Port Number
Terminal number
Vendor
Tender Keys
Details
• IP address or host name of the CBORD server.
• Enter the port number that Equitrac should use to communicate with the CBORD server.
• Enter a unique terminal number for Equitrac Express.
• CBORD treats Equitrac Express as an individual terminal. Enter the same number you assigned to Equitrac Express within the CBORD configuration.
• A unique number assigned to each system console operator. In addition to the terminal number, this allows auditing the performance of each operator.
• If your CBORD configuration uses tender keys, right-click on the table to add or remove tender keys.
• Equitrac Express treats each tender key associated with a FAS account as a separate account when displaying accounts to a user signing on at a terminal. After the user swipes his or her card at the terminal, Equitrac Express checks for a FAS account. If it finds a single account, the user may proceed with printing as usual. If Equitrac Express finds either multiple matching accounts, or an account with tender keys, the terminal displays the matches in a list, and the user can select the appropriate account or tender key.
4
After the configuration is complete, you may import the CBORD Odyssey account information into the CAS database. See
Import Campus Card Account Information
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CBORD CS Gold Interface
To configure the CBORD CS Gold interface, do the following:
1
In the Campus Card System drop-down list, select CBORD CS Gold interface.
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2
Click Configure to open the CBORD CS Gold interface dialog box.
3
Complete the following fields:
Option
Host
Port Number
Use SSL
Terminal number
Provider
Details
• IP address or host name of the CBORD server.
• Enter the port number that Equitrac should use to communicate with the CBORD server.
• Enable to use Secure Socket Layer communication between Equitrac Express and CBORD.
• Enter a unique terminal number for Equitrac Express.
• CBORD treats Equitrac Express as an individual terminal. Enter the same number you assigned to Equitrac Express within the CBORD configuration.
• Indicates the provider or the Data Xchange license.
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Option
Location
Account Name
Details
• Enter the location from where the transaction occurs.
• The name of the user account displayed on the PageCounter terminal, PageControl Touch terminal, embedded device, Release Station and Web Release Station interfaces.
4
After the configuration is complete, you may import the CBORD CS Gold account information into the CAS database. See
Import Campus Card Account Information
Valuecard Interface
To configure the Valuecard interface, do the following:
1
In the Campus Card System drop-down list, select
.
2
Click Configure to open the Valuecard interface dialog box.
3
Select Combine Equitrac account and card funds to combine the user’s Equitrac account (if one exists) with the
Valuecard account. If the Combine accounts option is not selected, the user has to select which account to use. If there is no Equitrac account associated with the card, the Valuecard account is automatically selected.
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4
Select Auto-register card numbers to enable users to register an unrecognized swipe card for future use. To complete the card registration, the user is required to login with a valid user ID and password (the user ID must already exist in CAS).
5
6
7
Select Register as alternate PIN to record the primary PIN as the alternate PIN. When selected, the user can also login with a valid primary PIN and secondary PIN to complete registration.
Select the group with Access permissions to log onto the accounts. By default, the group is set to the
Administrator group. The user group selected must exist on the machine where DCE is running.
Click OK to save the changes.
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The Equitrac Express Campus Card feature enables users to login to an embedded device, PageCounter terminal,
PageControl Touch terminal by either swiping a Campus Card or entering their login credentials (e.g. primary PIN) using the device’s keypad.
To login with Campus Card at an embedded device, do the following:
1
2
Configure a Campus Card system in System Manager as described in
Swipe the Campus Card at the card reader attached to the embedded device or enter the associated login credentials.
authentication, a Secondary PIN is also needed.
4
5
3
Select the desired account if multiple accounts with funds are available. A Campus Card account may have several tender keys (similar to purses). In this case, CAS handles them as separate Campus Card accounts.
A CAS account can be selected when:
• The primary identifier of the Campus Card account has been imported and an Equitrac User ID was assigned
to it with CampusCardImport.exe. See
Import Campus Card Account Information
details.
• The administrator of the Campus Card system being used has associated an Equitrac User ID for the Campus
Card account in the Campus Card system which is returned with the Campus Card account.
• The primary identifier also detects an Equitrac account.
Enter a Release Key, if prompted. (This is a configurable option).
The account selection prompt and the Release Key prompt are not supported by all embedded devices.
PageCounter terminals can be configured to allow Equitrac Express users to pay using any combination of Campus
Card accounts and login method.
A user can either swipe their Campus Card or enter their login credentials on the terminal’s keypad to authorize themselves as a valid Campus Card account holder, and then swipe a different card (with available funds) to pay for their transactions.
In order for users to pay with any Campus Card, the Swipe any campus card for payment option must be enabled in
System Manager > Configuration > Devices > Control terminals. Additionally, this feature allows users without a
Campus Card account to log into a PageCounter terminal with their network credentials and pay for their transactions with any payment card.
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Pay With Any Campus Card Enabled
To login with a Campus Card account and pay with any card, do the following:
1
Swipe your Campus Card at the card reader attached to the embedded device or enter your login credentials.
authentication, a Secondary PIN is also needed
2
3
4
5
1
2
3
4
When prompted to Swipe payment card or press Enter, either swipe an authorized payment card, or press Enter to use the existing Campus Card account that you logged in with.
Select the desired account if multiple accounts with funds are available on the payment card or Campus Card.
Enter a Release Key, if prompted. (This is configured in System Manager > User interaction > Session flow)
Select the document(s) to release.
To release more documents, repeat steps 2 to 5. The pay with any Campus Card feature requires that a payment method is selected for each transaction.
To login with network credentials and pay with any card, do the following.
Enter your network user ID using the numeric keypad at the PageCounter terminal.
When prompted to Swipe payment card or press Enter, swipe an authorized payment card.
Select the desired account if multiple accounts with funds are available on the payment card.
Select the document(s) to release.
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Pay With Any Campus Card Disabled
When the Swipe any campus card for payment option is disabled, users can only login to PageCounter terminals as valid Campus Card account holders, and pay for transaction with a Campus Card account.
To login with a Campus Card, do the following:
1
Swipe your Campus Card or enter your primary PIN using the numeric keypad at the PageCounter terminal.
authentication, a Secondary PIN is also needed.
3
4
5
2
Select the desired account if multiple Campus Card accounts with funds are available. A Campus Card account may have several tender keys (similar to purses). In this case, CAS handles them as separate Campus Card accounts.
You can also select a CAS account when:
• The primary identifier of the Campus Card account has been imported and an Equitrac User ID was assigned
to it with CampusCardImport.exe. See
Import Campus Card Account Information
• The administrator of the used Campus Card system has associated an Equitrac User ID for the Campus Card account in the Campus Card system which is returned with the Campus Card account.
• The primary identifier also identifies an Equitrac account.
Enter a Release Key, if prompted. (This is a configurable option).
Select the document(s) to release.
When you are charging copying to a Campus Card account, you may be prompted for how many copies you want, and to approve the copying cost. (This is a configurable option).
Equitrac Express allows users to swipe a Campus Card at a Release Station as a method of payment. This requires that the customer provide a third party card reader that can connect to the workstation running Release Station and act as a keyboard interface.
Run the Release Station Configuration application and select Equitrac - Campus Card Reader under the Hardware selection dialog box.
Selecting this item causes Release Station to prompt for a card swipe as a method of payment. You can edit the text in the prompt, set a payment timeout and round the debit amount to two or three decimal places. A vending account can also be specified to track all activity.
Configuring Release Station Behavior
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The HP ePrint mobile printing solution allows documents to be sent from a mobile device to an Equitrac controlled printer. The documents are emailed from the mobile device to an ePrint server on the network where they are converted to a printable format that can be released and tracked via a Windows printer port.
To set up the ePrint solution in an Equitrac environment, do the following:
1
2
3
4
5
Install the ePrint server on the Equitrac domain. Refer to the HP ePrint Enterprise Installation Guide for installation instructions.
Create an HP printer on the Equitrac print server. See
Open a web browser and enter http://<HP_server>/cloudprintadmin/
in the Address bar.
Log in to the HP ePrint server with your admin credentials.
Under Manage Printers in the left navigation pane, and select Add New Printer.
6
7
In the Printer Identification section, do the following: a
Enter the Name used to identify the printer on the system.
b c
Enter the Model Name of the printer.
Select the HP ePrint Host to which the job will be sent.
In the Connectivity section, do the following:
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8
9 a b c
Select Secure pull print (PJL) from the Address type drop-down list.
Enter the Network Address of the print server.
Enter the print Queue Name as it appears in System Manager.
d e
Select the Use domain credentials checkbox to use the domain user/password credentials.
Enter the Domain user to access the print queue. Use the domain\username format.
f
Enter the Domain password for the user to access the print queue.
In the Status and Capabilities section, select the printer Family from the drop-down list. (e.g. Color LaserJet)
Click Insert to add the printer.
After the printer(s) have been added to the ePrint server, the jobs sent from the mobile device to the email address of the physical device can be released and tracked via a Windows printer port.
Printing > DRE/DRC and Follow-You Printing.
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Secure Printing
Cost Management
Device Monitoring
User Authentication
Device Control
Print Queue Management
Billing Code Management
Account Management
Reporting
Language Support
Equitrac Office and Equitrac Express is a software system that manages and controls office printing devices. It offers features such as secure printing, cost management, device monitoring, and user authentication. This is viewed in the Administration Guide.
The manual describes configuration workflow for physical devices. It includes manually adding and configuring a physical device, configuring print queues and editing/removing devices
The manual mentions many different manufacturer device types, such as Xerox, InfoPrint, and HP. The details about the supported device types, such as configuration options and workflows, are available in the document.
Refer to the administration guide for detailed instructions on creating an I-Queue and setting up an I-Queue printer share.
The administration guide outlines the workflow for billing code installation and configuration, creation and editing, managing billing codes within Accounts Manager, and synchronizing billing codes.
You can find information about using Campus Cards with embedded devices and PageCounters, configuring Release Station for Campus Card, and more in the document.
The DME is a component of Equitrac 5.7 that allows you to monitor the status of your printing devices. The manual provides details on the DME workflow, SNMP configuration, creating alert rules, and generating device status reports.
What conditions cause a downlink server to enter a warning state related to the uplink server?
A downlink server will enter a warning state (similar to the warning for 95% enterprise license usage) if the uplink server reaches its enterprise license warning level or if a connection to the uplink server has not been established for a duration of 7 to 14 days.
What are the troubleshooting steps for setting up Equitrac Scan to a network shared drive and encountering a connection error?
To configure Equitrac Scan to a network shared drive, configure scan destinations and scan processing and delivery. Ensure the SMTP mail server settings for the Scan Processing Engine (SPE) are correctly configured. Verify the network path is accessible from the Equitrac server, check share permissions, and ensure no firewall restrictions are blocking the connection. If the problem persists, check the Equitrac logs for specific error messages.
Does the Scan Processing Engine (SPE) utilize an SMTP server?
Yes, the SPE uses an SMTP server if the 'SMTPServer' registry value is present. It sends scan information via SMTP.
How to enable scanning to a specific drive?
To enable scanning to a specific drive, configure the scan processing and delivery settings within Equitrac, including setting up the SMTP mail server for SPE. Configuring Scan Processing and Delivery can be found in the documentation, including SMTP mail server configuration for SPE, and how to configure scan destinations.
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