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
Control Terminal Setup Workflow
Adding and Configuring a Control Terminal
Using PageControl Touch Terminals
Using Single Function Terminals
Integrating the ID Controller into Equitrac
Control terminals are small network devices that are installed on or near printers, copiers, or multi-function devices.
Control terminals enable users to release print jobs securely at the printer. Control terminals can also track copy transactions through a copy control cable connected to the copier.
Equitrac Office and Express supports the following terminals:
• PageCounter
• PageCounter with keyboard
• PageCounter Mini – this device can only be configured for Release all or Release all and enable copier and does not support full use of Follow-You Printing across print servers.
• Nuance ID Controller (Single Function Terminal) – this device is configured to release print jobs after authentication, and does not support Follow-You Printing.
• PageControl Touch (PCT)
For more information about the different control terminals, see
Using Single Function Terminals
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When adding and configuring control terminals within Equitrac Office and Express, follow this general workflow:
1
2
3
Set system-wide terminal options to determine behavior and communication between Equitrac Office and Express and external control terminals attached to your printers or copiers. Equitrac synchronizes control terminal behavior at regular intervals. See
System-Wide Control Terminal Configuration
Add and configure control terminal options. See
Adding and Configuring a Control Terminal
Associate each control terminal with a physical device in order for itto function correctly. See
Control Terminal with a Physical Device
Before adding control terminals, consider the communication requirements and the system-wide terminal configuration required for your deployment. System wide configuration does not apply to Single Function Terminals.
Using Single Function Terminals
Communication Requirements
PageCounter terminals are configured for Static communication by default. You need to assign an IP address to each
PageCounter device, and set the server IP address of the DCE component. Refer to the terminal documentation for details on device configuration. When you initially power on a PageCounter terminal connected to the network, DCE registers the device. The terminal displays in System Manager as an unassigned control terminal. See
Configuring a Control Terminal
System Manager > Devices to assign IP addresses manually.
System Configuration Options
Click the Control terminals link to configure behavior and communication between Equitrac Office and Express and external control terminals attached to your printers or copiers. Equitrac synchronizes control terminal behavior and appearance at regular intervals.
To configure control terminals, do the following:
1
Open System Manager and go to Configuration > Devices > Control terminals. A Control terminals dialog box opens.
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2
3
4
Enter a Copier timeout value. The value is denoted in seconds and determines how many seconds of inactivity before the copier times out.
Enter a Message display time value. This value is denoted in milliseconds and determines how long the message is displayed on the MFP.
Enter a default Administrator PIN. This PIN is used as the Manager Mode password on PageCounters.
5
6
Enter a End session after time value. This value is denoted in seconds and determines how many seconds of inactivity before the terminal times-out.
Select Display release menu to display three lines of print jobs and a fourth line of actions on the PageCounter terminal to allow the user to perform print release. Users can press the Up or Down arrows to select a job, then press Print to release the job, Delete to remove the job from the queue without printing it, or Back to return to the previous PageCounter menu.
environment uses a combination of PCS, XCP, and PageCounter devices.
7
Select Only release when device is ready to hold a print job until the MFP is ready. If this option is selected, a message appears on the PageCounter terminal indicating what is stopping the job from printing.
a b
To create the messages to display on the PageCounter terminal, click the ellipse button
option to open a PageCounter Message dialog box.
Enter a message with up to four lines, and click OK.
to the right of the
8
Select Purge print buffer upon user logoff (where supported) to stop a print job and purge it from the printer’s memory once the user logs off.
the physical device in System Manager must be configured with the appropriate manufacturer and model name.
9
Select Swipe any campus card for payment to allow users to pay using either their Campus Card account or a different authorized payment card. This feature is not supported on the PageCounter Mini. See
on page 134 for user workflow details.
10
Click OK to save the settings.
you may have to wait up to one minute. Restart the CAS and DCE services to apply your changes immediately.
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Control terminals can be added to System Manager automatically or manually. When a control terminal is poweredup and connected to the network, DCE registers the control terminal and automatically adds it in System Manager >
Devices under the Unassigned control terminals group. Once the control terminal has been added to the list of
Devices, it can be assigned to a specific physical device. See
Associating a Control Terminal with a Physical Device
To manually add and configure a PageCounter control terminal, do the following:
1
In System Manager > Devices, right-click a physical device and select Add control terminal from the menu.
2
3
4
5
In the Device interface summary dialog box, enter a unique Name and a Description for the control terminal.
The Server value defaults to the current DCE host. Change the server, if necessary, by selecting another server from the drop-down list.
The Type automatically displays Control terminal.
The Hardware address automatically displays when the control terminal contacts DCE.
If needed, override the copier type associated with your MFP device model to define a more appropriate copier type for your hardware. The Equitrac device database that maps MFP devices to copier types may not contain every available model.
Select <unconfigured> to use the physical device copier type, select <Default> to override the physical device copier type with the default copier type, or select a copier type from the drop-down list.
Enter the IP address, Gateway IP, and Subnet mask for the control terminal.
Equitrac Office and Express returns this information to the device if you configure the device to use the modified
BOOTP protocol for initialization instead of a static IP address. See your control terminal documentation for details on device configuration.
The Terminal type is automatically detected and displayed when the control terminal contacts DCE.
Click Pricing to apply a default price list or primary and optional secondary price list to the control terminal for copy transactions. See
you select an alternative price list for the control terminal, the terminal price list overrides the device setting.
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6
If you have enabled secure printing, configure the following control terminal functionality. See
a b
Select a Rule set from the drop-down list for copies only. See
Select a Control to specify the device’s default functionality, as described in the following table.
Control Option
Copy and release
Copy only
Release only
Description
Provide copy and print release control for documents sent to the associated physical device.
Provide copy control only.
Copy then release Enable the copier immediately upon authentication.
If the user presses Print, the print functionality is available and control terminal prompts are displayed according to the
Release behavior that is configured.
Provide print release control only.
Release then copy Release all documents immediately after the user authenticates, and enables copying.
Control Terminal Prompt
Select use:
Print Copy End
N/A
Copying...
Print End
N/A
N/A c
When configuring control terminals for copy transactions only, select a Rule set from the drop-down list. See
select an alternate rule set for the control terminal, the control terminal rule set overrides the device setting.
d
When configuring control terminals for print transactions only, select the Release Behavior to determine the device’s default release behavior:
Release Behavior Description
First is released The device releases only the first queued document automatically after user login.
Prompt The device prompts the user to release all or select documents for that user.
Control Terminal Prompt
N/A
1 documents found on local servers
All Select End
N/A Release all at login The device releases all queued documents for the current user automatically after successful login.
Select to release User can select one or more documents to release or delete.
Document1.txt
Print Del End
7
8
Select a Card Reader HID decoding from the drop-down list. See
on page 182 for setup details.
Click OK to save these settings, or Cancel to close the dialog box without saving any changes.
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When a control terminal is powered-up and connected to the network, DCE registers the control terminal in System
Manager > Devices under the Unassigned control terminals group.
To associate any unassigned control terminal with a physical device, do the following:
1
In System Manager > Devices, switch to Standard view. The list of unassigned control terminals is displayed.
2
3
Right-click on a control terminal in the right pane and select Assign control terminal from the menu.
In the Assign Control Terminal to device dialog box, select a physical device from the list and click OK.
The right pane updates to display the new control terminal association.
Alternatively, you can select the control terminal in the right pane, and drag it to a physical device.
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Control terminals can be configured to prompt the user to enter information (e.g. billing code) prior to releasing a print job. Control terminal prompts do not apply to Single Function Terminals, as they do not have a display panel or keyboard.
To configure control terminal prompts, do the following:
1
In System Manager, go to Configuration > User interaction > Session flow.
2
3
4
Select Prompt for billing code after user identification (at copiers). The user may need to enter a billing code before they can access the copy, scan and fax functions. Entering a billing code depends on whether the Required
field checkbox is selected or not.
Select Prompt for billing code at job release (at copiers). The user may need to enter a billing code before they can release a print job. Entering a billing code depends on whether the Required field checkbox is selected or not.
If printing from a workstation hosting the Client Billing service, this option overrides the workstation client billing code.
Select the Billing code prompt details you wish to be displayed at the copiers.
• Required field – User must enter a billing code.
• Search – Adds a search function where users can search for billing codes.
5
6
• Security mode – Billing code is displayed in asterisk characters.
• Show most recently used – Shows most recently used billing codes.
• Default to the previous billing code – Shows a default of the previous billing code used.
Select Prompt for billable to enable users to select if the transaction is billed for reporting purposes.
Enter a name in the Billable label field.
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7
Validate billing codes against CAS when it is available or unavailable in their respective fields.
8
9
Select any Optional display fields that you wish to have during a user session. These fields can be displayed either at the start, end, or start and end of the user’s session depending on the field.
• Account name – The name of the user’s account
• Account balance – The user’s account balance
• Session cost – The cost of the user’s session
Set the Mobile session timeout for devices that are using the web release feature.
• Public – set this timeout for shared workstations
10
• Private – set this timeout for personal mobile devices (e.g smartphone or tablet)
Select Prompt for release key in the Other prompts section. (Equitrac Express feature)
11
Select what user type you wish to Acknowledge and accept or deny copy job cost from.
• Campus card users (for Equitrac Express)
12
• Non-campus card users (for Equitrac Express)
Click OK to save the settings.
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If your deployment requires PageCounter control terminals to release print documents to a printer or enable access to a copier, there are various configuration options to the prompts users see on the terminal devices. For information on
PageCounter behavior when Send To printing and Follow-You Printing are configured, see
Equitrac Office and Express validate user identification and billing code information for PageCounter control terminals against the CAS database. If the connection to the DCE component is lost, users may not be able to identify themselves and complete transactions at their workstations or at print or copy control terminals. Create a plan that accommodates system downtime and allows users to continue to copy or complete their transactions against cached data.
You can configure your control terminals to locally cache PINs and billing codes as users enter them. The terminal can validate against locally cached data if the connection to DCE is lost.
connection to the DCE database is restored.
When you enable validation against cache data, if DCE is unavailable, the terminal display screen includes a <local> label. The PageCounter control terminal validates PIN and billing code data against cached data and enables users to complete their copy transactions. The PageCounter terminal stores transactions locally while DCE remains unavailable; the terminal uploads transactions to Equitrac Office and Express when the connection to the DCE database is restored.
To enable this feature open System Manager, and go to Configuration > Security and authentication > User
Enable the DCE servers option. The control terminals must be restarted to allow the change to take effect.
The Client Billing prompt supports local system caching of billing code information. When you enable local system validation, the PageCounter terminal validates billing codes against cached data and enables users to complete their transactions. The PageCounter terminal stores transactions locally while DCE remains unavailable; the workstation uploads transactions to Equitrac Office and Express when the connection to the DCE database is restored.
When a user approaches the terminal to log in, the user may see the message <local> on the screen indicating that the terminal supports local mode.
The user can continue to identify themselves and log in; however, a terminal running in local mode only supports copy control functionality, so the user can access the copy device to make photocopies only. When the terminal is in local mode, users cannot release documents to a printer and instead receive the following message:
Release is not available in offline mode.
However, if the terminal is in local mode AND the terminal is set to Deny Access, any login is accepted at the terminal. See
Adding and Configuring a Control Terminal
on page 122 for additional details.
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When Equitrac Office or Express was installed, the installation wizard prompted for the language setting to use for all components within the deployment. This setting included the PageCounter prompts. For example, if you selected a
French installation of Equitrac Office and Express, PageCounter prompts display in French. However, you might want to manage the system in English, but users need to see the prompts in Spanish.
To change the language displayed on the prompts, do the following:
1
2
3
4
On the CAS server, rename the Default.tsm file located in Program Files\Equitrac\Office or Express\
.
Copy the desired language .tsm file from the Equitrac Office or Express installation CD to the folder above.
On the DCE server, restart the Equitrac DCE Service.
If local mode is enabled, you need to restart the terminals. Otherwise, the terminals restart as soon as the DCE service is stopped.
When a user approaches the PageCounter terminal, they are prompted to identify themselves. Depending on the control terminal’s configuration, the user can enter their primary PIN using the numeric keypad or by swiping a card.
The terminal may display one of the following prompts:
Enter ID
Swipe card
Swipe card or enter ID
If the terminal prompts to Enter password , the user must key in their secondary PIN to further authenticate themselves. The PageCounter ensures that the user credentials are valid while displaying the message Accessing account information .
PageCounter displays the message
Invalid Account
, and returns to the initial user identification screen. The user must contact the system administrator if their login is not successful.
Optional PageCounter messages can include account name, account balance, or PIN management information. The user account name can appear at the start of the session, and the account balance information can appear at the start, end, or start and end of the session.
Joan Smith
Balance: $5.50
session. This eliminates the need for fixed encryption keys and can reduce the risk of network sniffing. If the
PageCounter firmware does not support dynamic encryption keys, the connection automatically uses the conventional fixed encryption key.
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You can configure the PageCounter terminal to release all held documents for the user immediately after authentication, and then enable the copy function after the jobs are released. This saves the user from having to select individual documents to release, and enables copier usage on multi-function devices more quickly.
The user can authenticate with any method: swipe card, PIN, or a combination of both.
In System Manager, click on Devices, then select the control terminal device you want to configure. In the Control
drop-down list, select Release then copy. See
Adding and Configuring a Control Terminal
options.
When enabled, the user is prompted to select a payment card for each print or copy transaction. See
When using multi-server Follow-You Printing, the prompts on the PageCounter terminals change. See
Printing Configuration Workflow
on page 302 for instructions to enable this option on the server.
After the user authenticates at the terminal, they are prompted to select use (Print or Copy). When the user presses F1 for print, the prompt appears as follows:
[X] Documents found on local servers
All Select Find
The user can press F3 to locate a print server. When multi-server Follow-You Printing is used, the prompt appears as follows:
Choose server name or search all
Choose Search Find
Users are also able to see all print jobs available to them, regardless of the server or workstation they were printed from.
When multi-server Follow-You Printing is not used, the Find option is replaced with the Back option.
The user can then press F3 to search for a document across print servers. The next prompt appears as follows:
[Print Server Name]
[Print Server Name]
The user can use the arrow keys on the terminal to select a print server. The terminal then contacts DCE to locate print jobs on the selected print server. The user can then select their queued documents for release.
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You can configure the PageCounter to release all documents for a user, release the first document sent to the printer, or manage selected documents.
• If the PageCounter is configured to release all documents or the first document, no further data is needed.
Documents are released to the printer once the user logs in.
• If the PageCounter is configured to manage selected documents, users must select a document from the list to release it.
• If the PageCounter is configured to prompt for release, users can select individual print transactions, or select the
option on the PageCounter terminal to release documents to the printer.
The PageCounter screen truncates document filenames in the following ways:
• Documents with a .docx extension are truncated at the beginning to remove application name details. For example, by default, a Microsoft Word document filename includes Word-document.docx. The terminal truncates much of the Word characters, leaving much or all of the document.docx filename intact.
• Web documents are truncated at the end to display the beginning of the URL. For example, the terminal truncates the address http://www.microsoft.com/security/bulletins/200409_jpeg.mspx
to display http:/
/www.microsoft.co
, leaving much of the main web address intact.
• Documents without extensions are truncated at the end to display the beginning of the document name. For example, a Microsoft Word document filename that does not contain an extension displays as Microsoft Word only.
The PageCounter prompts to print or delete the document:
Document1.txt
Print Del End
If configured in System Manager, the user may be prompted to enter a billing code number and to specify whether the
copy transaction is billable or not. See
Configuring Billing Code Popup Behavior
If configured to prompt for a billing code either after authentication or at job release, and the user does not have a billing code assigned to them, then the prompt is suppressed. If the user has only one associated billing code, then the prompt is suppressed, and the billing code is automatically applied to the job.
Billing Code
The user can enter the billing code number via the keypad. If an invalid code is entered, the PageCounter displays the message Invalid Billing Code .
If the billing code is invalid, or the user does not know the billing code, they can search for one by pressing the <SEP> key after entering the search criteria before pressing the <ENTER> key.
For example, if the user enters 123<SEP><ENTER>, the PageCounter displays a list of codes that start with 123. If the user enters <SEP>123<SEP><ENTER>, then a list of billing codes containing 123 is displayed.
The user can select the desired billing code from the list and press the Enter key.
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The PageCounter may prompt users to specify whether or not the job is billable for reporting purposes, if configured.
Equitrac charges every transaction to the specified billing code account, regardless of whether a transaction is billable or non-billable.
Billable
Yes No
Once the user chooses to print or delete the document, the PageCounter may prompt for a release key for the document, if configured:
Release key
Users enter the key via the numeric keypad for that document.
Users can press the corresponding function key (F1, F2, F3) below the terminal screen to select an option.
Print releases the document to the printer; Del deletes the document. The PageCounter returns to the list of documents to continue.
PageCounter displays the message
No documents to release...
At the end of a session (if configured) the PageCounter displays the number of jobs and the session cost:
6 jobs ($4.20)
You can also configure the PageCounter to prompt the user to accept the document release cost before the terminal releases documents to the printer.
Depending on its configuration through the accounting server, the terminal can calculate and display the cost of the first, all, or selected documents in the release queue. When cost summary is enabled, the terminal prompts the user to accept the job cost before releasing the specified documents.
3 jobs ($2.40)
Yes No
If the users selects No
, documents are not released to the printer and the prompts return to the document list, or end the terminal session.
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Copy jobs provide a number of different prompts to the user.
The user may be prompted to swipe a payment card if Swipe any campus card for payment is enabled in System
Manager > Configuration > Devices > Control terminals.
If configured in System Manager, the user may be prompted to enter a billing code number and to specify whether the
copy transaction is billable or not. See
Configuring Billing Code Popup Behavior
If configured to prompt for a billing code either after authentication or at job release, and the user does not have a billing code assigned to them, then the prompt is suppressed. If the user has only one associated billing code, then the prompt is suppressed, and the billing code is automatically applied to the job.
Billing Code
The user can enter the billing code number via the keypad. If an invalid code is entered, the PageCounter displays the message Invalid Billing Code .
If the billing code is invalid, or the user does not know the billing code, they can search for one by pressing the <SEP> key after entering the search criteria before pressing the <ENTER> key.
For example, if the user enters 123<SEP><ENTER>, the PageCounter displays a list of codes that start with 123. If the user enters <SEP>123<SEP><ENTER>, then a list of billing codes containing 123 is displayed.
The user can select the desired billing code from the list and press the Enter key.
The PageCounter may prompt users to specify whether or not the job is billable for reporting purposes, if configured.
Equitrac charges every transaction to the specified billing code account, regardless of whether a transaction is billable or non-billable.
Billable
Yes No
When the PageCounter terminal receives all required data, it unlocks the copier for use and displays the following message:
Copying...
End
The user can make photocopies and then press the corresponding function key ( F3 ) to end the session at the device.
As the session ends, if configured, the PageCounter displays the number of pages and the session cost:
6 pages ($4.20)
displays the message
Ending session
and returns to the initial identification screen.
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The PageCounter can be configured to prompt the user to accept the copy job cost before the terminal enables copier access. When enabled, the terminal prompts the user to enter the number of copies they want to make at the copier:
Enter max pages
The terminal calculates and displays the cost summary on the terminal screen and prompts the user to accept the job:
3 pages ($2.40)
Yes No
If the user selects YES, the terminal provides access to the copier; however, the terminal limits the user to the maximum number of copies specified. When the user reaches the total number of copies, the session ends.
When temporary PIN management is enabled, the prompts on the PageCounter device change slightly. On the Select
screen, a More option replaces the End option.
Select use:
Copy More
To change a PIN, do the following:
1
Press More, to access the PINs option.
Select use:
PINs
End Back
2
Press PINs to open the Select PIN screen.
Select PIN:
PIN1
PIN2 Back
Configuration > Network environment > Automated PIN code management, and select Enable users to manage their
PIN1 codes at PageCounter and/or Enable users to manage their PIN2 codes at PageCounter.
The user can select PIN1 and PIN2 to change their primary and secondary PINs, if configured.
The PageCounter prompts the user to enter a new PIN, or to swipe a card and then confirm the new PIN. The
PageCounter displays a success or error message (the confirmation must match the first entry), and returns to the
Select PIN menu.
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If the user selects a PIN1 that is already taken by another user, an error message appears and the user must enter a different PIN1.
The Minimum and Maximum PIN1 length configured in System Manager is enforced at the PageCounter, and the
PIN1 length must adhere to these values. The minimum/maximum values only apply to new PINs, and will not affect existing PINs that violate these limits.
The following table describes the error messages the PageCounter terminal can display and provides troubleshooting tips on how to fix the errors.
PageCounter Error Message
Equitrac Corporation
PageCounter
Sending Boot Message
Waiting for Initialization
Device not fully configured
Contact Administrator
Description
The PageCounter terminal is completing its initial boot-up sequences in order to attempt to connect to Equitrac Office and Express.
If the terminal does not complete its initial boot-up sequences and continues to display the error message:
• Ensure that the Equitrac DCE and CAS services are running.
• Ping the terminal to ensure that the terminal can be reached on the network.
• Assign a static IP address to the terminal. See the PageCounter
Administration Guide for details.
The PageCounter terminal is attempting to establish a connection with
Equitrac. The terminal removes this message when it moves to one of two states:
• Sitting idle and ready for user identification. Users can log in and use the terminal.
• Requiring additional Equitrac Office and Express configuration. See the error message below for details.
The terminal requires additional Equitrac Office and Express configuration information.
• In Equitrac Office and Express, open System Manager > Devices.
• Open the terminal configuration dialog box and select a Control option from the list to define terminal functionality as copy only, release only, or
Adding and Configuring a Control Terminal
• Assign the terminal to a physical device. See
Terminal with a Physical Device
• Restart the Equitrac CAS and DCE services and reboot the terminal to apply your terminal configuration changes immediately.
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PageCounter Error Message
Accounting Server connection error !!!
Contact Administrator
The device has lost its connection to the Core Accounting Server (CAS) and may switch to offline mode, if configured. The PageCounter terminal may recover its connection automatically.
If the terminal does not recover its connection:
• Ensure that the Equitrac DCE and CAS services are running.
• Ping the terminal to ensure that the terminal is reachable on the network.
• If you restart Equitrac services, reboot the terminal.
Connection Lost/Resetting
Description
The device has lost its connection to the Device Control Engine (DCE). The
PageCounter terminal may recover its connection automatically.
If the terminal does not recover its connection:
• Ensure that the Equitrac DCE and CAS services are running.
• Ping the terminal to ensure that the terminal is reachable on the network.
• If you restart Equitrac services, reboot the terminal.
Number of licensed devices exceeded.
Contact Administrator
Equitrac Office or Express is not fully licensed for the number of control terminal devices.
Open System Manager > Licensing and ensure that Equitrac Office or
Express has enough valid Device Server Licenses to support the number of connected terminals on the network.
Update Equitrac component licensing as required and reboot the terminal.
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PageControl Touch (PCT) provides copy control and secure printing on single-function and multi-function printers
(MFPs). The PCT controls access to the MFP, requiring users to enter valid account information in the form of a supported authentication card, personal identification number (PIN), LDAP or Windows credentials, based on authentication settings on the Equitrac server, before the MFP is unlocked and ready for use.
PCT communicates with the print tracking and accounting application on your network to validate authentication information. Once successfully logged in, users can release print jobs, or use native device functions at the MFP.
During the copy process, PCT collects detailed document characteristics such as paper sizing, color, or duplexing on specific models. PCT provides secure document release for print jobs, and works in conjunction with server features to capture print.
Once a PCT communicates with a server for the first time, it automatically appears under the server’s list of
Unassigned PageControl Touch terminals in System Manager. From here, you can assign the PCT device to an MFP, and perform preliminary configuration of the PCT device:
To associate any unassigned PageControl Touch terminal with a physical device, do the following:
1
2
In System Manager, click Devices in the left pane.
In the right pane, locate the PCT device you want to configure from the list of unassigned PCT devices. PCTs are listed by their serial numbers.
the PCT device. You need administrator credentials to access this screen.
3
4
Click on the PCT and drag the device to the MFP you want to associate it within the list of MFPs.
Select the PCT device. The PageControl Touch terminal summary dialog opens:
5
Enter a Name and Description for the terminal.
The Server value defaults to the current DCE host. Change the server, if necessary, by selecting another server from the drop-down list.
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6
The Type automatically displays PageControl Touch.
The Serial number, Hostname/IP address, Hardware address and Application version automatically display when the PCT terminal contacts DCE.
Select a Rule set from the drop-down list.
7
8
Select a Configuration set from the drop-down list, if different from the default. See
Configuration Sets
on page
137 for details.
From the Override Copier Type drop-down list, select the particular MFP connected to the PCT. This allows the
PCT to only use the attributes available on the MFP.
9
Select a Welcome screen from the drop-down list used by this PCT, if different from the default. This enables the
PCT to use custom initial screens.
10
Select a Language set from the drop-down list.
11
Select a Card Reader HID decoding from the drop-down list. See
on page 182 for setup details.
12
Click OK to save these settings, or Cancel to close the dialog box without saving any changes.
There are three separate groups of settings that work together to determine the behavior of a PCT device:
• Configuration Sets
• Containers
• Workflows
Each of these groups have settings that operate contingent on the settings in the other groups. It is possible that settings from one group can override the settings in another, therefore it is important to ensure the correct setup and interaction of all three groups to ensure a proper setup.
Configuration Sets
Configuration sets are the primary method for defining how a PCT device behaves. Once configured, a Configuration
Set can be assigned to any number of PCT devices. There are three common types of Configuration sets:
• Welcome screen - Contains information about the screen displayed as the first a user sees when looking at a PCT.
The Welcome screen can be customized to allow any PCT to offer specific information or device options, and can have custom HTML code to change the appearance of the screen so it is instantly recognizable. For instance, in the case of a particular department, or information about your enterprise. See the Equitrac PageControl Touch Setup
Guide for more information about Welcome configuration sets.
• General - Contains information about the workflows that are available, the keyboard types used, and logout and document release behavior. Typically, one of your general configuration sets is designated as the default set used for most PCT devices in your enterprise. PCT devices use a general configuration set which is typically called a
, discussed later in this section.
• Language - Contains information about the languages offered to users when using the device. See the Equitrac
Express Administration Guide for more information about Language sets.
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One configuration set per type can be designated as a default set. Any PCT can be assigned to any configuration set.
Based upon the settings in a Configuration set, PCTs can be targeted toward specific use scenarios. For example:
• Public facing copiers vs internal copiers
• Grouping PCTs by department or geography
• Restricting PCTs to an intended use, for example convenience copy vs. individual usage.
The options in a general configuration set act as the default settings for the PCT. If any complementary settings in containers or workflows are not set, or are set to defaults, the configuration set options are used.
To create a Configuration set, do the following:
1
In System Manger opens, go to Configuration > Configuration sets > PageControl Touch. The Manage
dialog opens.
2
Each set listed in the dialog can be assigned to any or all PCTs in your enterprise. The settings in each set govern how a PCT functions. If you require PCTs to behave differently, you can create as many sets as necessary.
To designate a configuration set as default, right click the configuration set name or checkbox. A context menu displays allowing you to Add a configuration set, Edit the current set, Remove the current set, or Set as default.
Select Set as default.
deselects the previously selected set. Attempting to remove a default set is not permitted until another set has been designated as default.
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3
Select the Default PCT Config Set link. The PageControl Touch configuration set dialog opens.
4
5
6
7
Enter a Name and Description for the configuration set.
In the Administrative access section, enter the administrator User and Password. This password is used for web admin, remote access and local administrative access on the device. The defaults are admin and equitrac.
In the Default keyboard types for prompting section, select Alpha-Numeric or Numeric for the type of soft keyboard that displays on the device.
• Alpha-Numeric - displays a full keyboard with the option to switch to numeric if the field requires letters and numbers.
• Numeric - displays only a numbered keyboard if the field only requires numbers. Users are unable to call an alphanumeric keyboard from a numeric one.
From the Offline access drop-down list, select the PCT’s accessibility when offline, or if it loses connection with the DCE:
• None - The PCT denies access to regular users’ authentication. Logins to the device are not permitted.
Administrative logins are still permitted for management purposes. If the bypass is enabled, users can still access the MFP. See the Equitrac PageControl Touch Setup Guide for more information.
• Cached only - The PCT allows access to only those users whose credentials reside in its internal cache. This is limited to only those users who have used the PCT before, and only the last 50 users. The PCT also caches user’s workflows. Transactions are posted once the PCT goes back online.
• Allow all - The PCT allows unrestricted access. Unrestricted access impacts the ability of the system to validate the existence of users or their login information.
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8
9
In the Session timeouts in seconds section, set the system timeout values.
• User Inactivity measures the length of time a user does not interact with the PCT from the last interaction. An interaction can be a touch of the touchscreen, a keystroke on the hard keyboard, a card presentment, or a copy pulse.
• Hold/Copier inactivity measures the length of time since the PCT has detected a copy pulse from the MFP.
In the Options section, set the logout and document release behavior. a
Select the Force logout on swipe checkbox to allow users to logout by presenting the authentication card of the currently logged in user.
b
From the Release behavior drop-down list, select how documents in the print queue are released.
• Prompt allows users to release documents through the regular configured workflows. Deselecting this releases documents automatically at login.
c
• First is released automatically releases the first document in the queue at login.
• Release all at login automatically releases all documents in the queue at login. This does not automatically log the user out.
From the Prompt for release key drop-down list, select how release keys are used for this device.
• Default uses the settings defined in the Session flow section.
• Enabled prompts for the release key before releasing the document(s)
• Disabled bypasses the release key.
10
In the Workflows section, set the features available by default to users. The settings in this dialog box are
Configuration Set level settings, and as such globally impact settings on their respective PCT devices regardless of the settings in containers and workflows associated with the PCT device.
• Click the Reset to defaults button to return the Workflows to session flow values.
• Click the Enabled checkbox beside any configured feature you want to make available. Disabling this checkbox disables all corresponding workflows configured elsewhere for devices using this configuration set.
• Click the ellipsis (. . .) of the feature to modify the billing prompting in its Workflow Billing prompting dialog box. These settings represent the default values for devices associated with this configuration set. The settings are used if the equivalent Workflow setting is left at Default. See
Workflows
on page 143 for more information.
• Select the Always prompt for billing code checkbox to prompt the user for a billing code each time the feature is accessed.
• Select the Default to a user session previous billing code checkbox to pre-populate the billing code field with the last billing code entered by the user during the active session.
codes provided at login, the Default to a user session previous billing code option must be selected.
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11
Select the Prompt for billing code after user identification checkbox to prompt the user for a billing code immediately after they sign in to the PCT.
Containers
Containers are a way of creating collections of workflows. To offer a specific selection of workflows, the workflows are placed into a container, the contents of which are shown to the user. For example, the typical Launcher screen for a
PCT device is a container that houses the Follow-You Printing, Enable Copier, and Release all workflows.
Most containers are general containers. However, there are some containers that are special and have unique attributes, for example the inability to delete them. The PCT Launcher container is a special container that controls the initial screen after authentication. You must configure the Launcher container to properly display the options available on the PCT device.
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To configure the Launcher container, do the following:
1
Go to Configuration > Workflows and Scanning > Workflow containers.
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2
Click Launcher to open the Workflow container definition dialog.
3
Select any or all of Follow-You Printing, Enable Copier, or Release all functions, and include them in the Added
pane. Add the function by clicking the name in the left pane and moving it to the right using the > button. Move any other functions from the right pane by selecting the function and using the < button.
Use the Up and Down arrows to arrange the order in which the function buttons display on the MFP panel.
scanning workflows are not supported.
4
5
Define which function is Default by selecting its checkbox. Selecting a function as Default makes it the highlighted option when the workflows are shown on the PCT device screen.
Click OK.
bypassed and the workflow is automatically initiated. This behavior only occurs at login. If a user opts to return to the
Launcher during their session, the Launcher displays containing the single workflow.
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Workflows
The settings under Workflows contain their own options which can override the device’s default Configuration set options. In order to ensure all devices use the default settings contained in the Configuration set, do the following:
1
Go to Configuration > Workflows and Scanning > Workflow management.
2
For each of Follow-You Printing, Release all, and Enable Copier, click the function to open its Workflow
dialog.
3
4
5
To accept the Configuration set default settings, set the Prompt for billing code option to Default. Otherwise, select the behavior to use for this workflow.
To accept the Configuration set default settings, set the Prompt for release key option to Default. Otherwise, select the behavior to use for this workflow.
Click OK.
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Use Single Function Terminals (SFT) if your deployment requires tracking and secure release of print jobs from single function network printers. Single Function Terminals offer user authentication independent of printer manufacturer.
Users log in and release their print jobs by card swipe.
Support for Single Function Terminals does not require any additional licensing.
Single Function Terminals (SFT) are network devices with card reader. Once an SFT is registered into Equitrac, you can assign it to a physical device. This enables users to simply go to the terminal and swipe their cards for secure print release on the associated printer.
To ensure secure print job release, the Secure Printing option of the assigned physical device must be enabled. If
Secure Printing is disabled, all print jobs are released immediately. Depending on the SFT settings (as configured in
System Manager), a card swipe releases either only one job in the print queue, (which could be either the absolute oldest queued document, or the first queued document of the logged-in user, followed by the first queued document of any available delegator jobs assigned to that user), or all jobs in the print queue.
SFTs appear in System Manager as control terminals. They support relevant global settings in the System Manager and offline usage. Some specific settings (such as HID decoding and User Authentication) come with some limitations due to the physical capabilities of SFTs.
Terminal identification and user authentication are performed against CAS. Once a card owner is identified, DRE releases the job (prints it and removes it from the queue) to the assigned physical device using any specified rule sets of the physical device.
In the Equitrac server, the DCE service is responsible for communicating with the terminals. It listens on TCP/IP port
7800 for incoming requests. Make sure that you open this port in your Firewall on the machine where the DCE service is running.
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The Nuance ID Controller is a Single Function Terminal (SFT) offering user authentication independent of printer manufacturer. The Nuance ID Controller, along with Equitrac Office or Express and an Equitrac card reader offers card swipe and job release functionality for single function printers. The user swipes their card at the card reader attached to the ID Controller to log into the printer and release their associated print jobs.
The Nuance ID Controller works similarly to PageCounter control terminals. However, due to the lack of keyboard and display panel, advanced functionalities such as Follow-You Printing are not available.
When a user swipes a card at the terminal:
1
2
User authentication is performed.
Print jobs (as configured in Equitrac Office or Express) are released to the assigned printer.
This Administration Guide provides a detailed process description on Equitrac integration along with device hardware and configuration highlights. For detailed information on the Nuance ID Controller, refer to the Nuance
SafeCom ID Controller – Administrator’s Guide.
The Nuance ID Controller features a built-in 2-port switch (no need for additional network outlet). It supports fullduplex transmission. It is supplied with a switch mode power supply (input: 100-240V~, 50-60Hz/500mA, output:
12V, 1.25A).
Requirements
• One free network socket (RJ-45 port, 10/100 BASE-TX).
• One free power socket.
• A web browser with JavaScript (Active Scripting) enabled (Firefox or Chrome recommended).
• Minimum controller firmware version S80 602.102*94.
• An Equitrac card reader (HID, Indala, Legic, MiFare or Mag Stripe). Card numbers coming from the other types of card readers may not process correctly.
• Equitrac Office or Express version 4.2.6 (or higher)
The controller and the printer are independent network devices with their own IP addresses. Physical connection between these devices is not required. Separate licensing is not required to use the Nuance ID Controller.
Prerequisites
The ID controller will always run in auto-negotiation. Equitrac recommends that MFP and backbone network that are connected to the ID Controller should be set to auto-negotiate.
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The complete setup process for the Nuance ID Controller consists of the following steps:
1
2
3
4
5
6
Connect the controller device to the network and to an Equitrac card reader.
Determine the IP address of the controller.
Configure the controller through its web administration interface.
Swipe a card to register the controller automatically into the Equitrac database.
Launch System Manager and assign the controller to a physical device. Optionally, you can also configure it.
Assign card numbers to Equitrac accounts.
The following diagram shows the physical hardware connections:
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To connect the Nuance ID Controller, do the following:
1
2
3
4
Connect a USB card reader to the controller’s USB port using a USB cable.
Connect the controller’s LAN network port to your network using a network cable.
(optional) Connect a network cable to the printer via the controller’s printer port. The network traffic related to the printer is not blocked or modified by the controller. It behaves like a hub, which is useful if you want to use two network connectors separately.
Connect the power supply to the controller.
When the Nuance ID Controller is switched on, it tries to acquire an IP address immediately. Its LAN network port light changes from flashing to fixed when an IP address is set.
Due to the lack of device display, the following methods are recommended when determining the IP address of the
Nuance ID Controller:
• Log in to the DHCP server and look up the assigned IP address based on the MAC address. The MAC address of the Nuance ID Controller is printed on the white label on the bottom of the controller. The MAC address is a 12digit hexadecimal number (e.g.
00C076FF00F2).
• If you do not have access to the DHCP server, use an IP Scanner application to explore the used subnet.
The Nuance ID Controller needs to be configured via its web administration interface before adding the controller device to Equitrac System Manager. To configure the Nuance ID Controller, do the following:
1
Open a JavaScript-enabled web browser and enter the controller IP address into the Address field. The interface is available in English, entitled SafeCom IDController and some of its pages may be password-protected.
The Home page opens, providing a device summary:
minimum controller firmware version is S80 602.102*81.
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2
Click the Advanced Configuration tab (if prompted, enter your credentials).
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3
To configure the IP address of the controller or the DNS server, select the TCP/IP option. The TCP/IP Settings page opens.
a b c
Set the IP Lookup Method to your preference. Automatic lookup is available through DHCP, BOOTP, and
RARP protocols.
Set DNS servers to resolve hostnames and IP addresses. A maximum of 14 DNS servers can be specified.
Click the Save & Continue button to save the settings and return to the Advanced Configuration page.
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4
Select SafeCom on the Advanced Configuration page. The SafeCom Settings page opens.
5
Use this page to configure the device for communication with the DCE service (only a single DCE can be used).
a b
In the SafeCom DS IP Address field, enter the IP address of the DCE server. Is recommended to use a single
IP address only.
Make sure that the value in the SafeCom DS Port Number is 7800 as the DCE service listens on port 7800.
c
Click the Save & Continue button to save the settings.
Reboot the ID controller to apply the new settings.
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Once the Nuance ID Controller has been physically connected and configured through its web administration interface, it can now be registered and configured in System Manager.
Before you start, make sure that:
• The controller is turned on.
• The controller is set it up to communicate with DCE through port 7800.
• System Manager is operating error-free.
To register the Nuance ID Controller in Equitrac, do the following:
1
2
3
Open System Manager.
Swipe a supported card on the card reader attached to the ID Controller.
Make sure that the terminal appears in System Manager > Devices under Unassigned control terminals.
4
5
Right-click the control terminal in the right pane, and select Assign control terminal from the menu.
—Or—
Drag-and-drop the control terminal onto a physical device.
In the Assign Control Terminal to device dialog box, select a physical device from the list and click OK.
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6
Click Refresh. The right pane updates to display the control terminal associated with a physical device.
7
8
Swipe an Equitrac user-assigned card at the control terminal to initiate a test print.
Confirm that the test page printed successfully after the card swipe.
To configure the Nuance ID Controller, do the following:
1
2
Select System Manager > Devices.
Click the control terminal in the right pane. The Terminal properties dialog box opens.
3
4
Optionally, you can modify the Name and Description for the terminal. Other properties in the Definition section are for your information and cannot be edited.
• Hardware address – The MAC address of the control terminal used to identify the terminal in the network.
• Last known IP address – Displays the terminal’s last associated IP address. This cannot be used to identify the terminal since a dynamic IP address may be used for the terminal when it connected to the network.
• Terminal type – Identifies the type of control terminal (e.g. SFT: Nuance ID Controller)
Select a Release behavior at login method from the drop-down list.
• Release all (default) – The device releases all queued documents for the current user automatically with one card swipe. If Account limits is enforced and there are insufficient funds in the user account, then only print
jobs that cost less than the available funds will be released. See
details.
• Release first in queue – The device releases only the first queued document (oldest job in the print queue).
• Release user's first – The device releases only the first queued document of the logged-in user. Delegator jobs assigned to the user will be released only if the user does not have any of their own jobs in the queue.
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5
Other properties in the Behavior section are pre-set, and cannot be edited.
• Rule set – Uses the associated physical device’s rule set.
• Control – The ID controller only provides print release functionality.
If using HID cards, select a Card Reader HID decoding from the drop-down list. This setting does not affect non-
HID cards.
You can select multiple SFTs and set common property values for all selected terminals at one time. However, you can only edit the Description, Release behavior and HID decoding fields when working with multiple SFTs. System
Manager supports different types of control terminals (e.g. Nuance ID Controller and PageCounter), and if you select different terminal types then the Edit option is disabled.
User authentication functionalities are limited in scope for Single Function Terminals. Some authentication options are not available when enabling user login at SFTs.
To enable users to log in with a swipe card at an SFT, do the following:
1
2
Open System Manager, and go to Configuration > Security and authentication > User authentication.
In the Authentication options section, set the Input type to Card swipe only or Card swipe or keypad entry. If the Input type is set to Keypad only, the SFTs will reject all card swipes.
3
Click OK to save the settings and close the User authentication dialog box.
For more details on authentication options, see
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Single Function Terminals support offline usage. Even if the CAS service is offline, the terminal can still remain operational using the DCE cache (DCE local database). Offline usage only works with terminals already registered in
Equitrac with login caching enabled on DCE servers.
If the terminal, the assigned physical device or the assignment itself are modified in CAS, the DCE cache receives this updated information within 10 seconds. If the CAS service goes offline after DCE registers the latest update and a card is swiped at a terminal, the terminal and the assigned physical device are found the same way as if CAS were online.
If login caching is enabled when CAS is offline, then DCE allows user identification at the terminal when CAS is offline only if they had already been identified while CAS was online. If login caching is disabled when CAS is offline, then users cannot log in at the terminal.
For example, if DCE caching is enabled, and User1 swipes a card at the terminal while CAS was online but User2 did not, then if CAS goes offline, User1 can still log in at the terminal but User2 cannot until CAS comes online again.
Once CAS is back online, then User2 can log in, and continue to log in even if CAS goes offline again.
To set the offline behavior, do the following:
1
2
Open System Manager, and go to Configuration > Security and authentication > User authentication.
In the CAS offline behavior section, do the following:
3 a b
Set the Login caching from the DCE servers drop-down list to Enabled. Enabling login caching allows only previously CAS-identified users to log in when CAS is offline.
Determine how DRE servers handle print jobs when CAS is offline.
• Auto select – If color quota is enforced, then the Do not print option is used. If color quota is not enforced, then the Print, charge accounts later option is used.
• Do not print – Users cannot print, and must wait until CAS is back online in order to print.
• Print, charge accounts later – Users can print, and then the print job is charged to their account when CAS is back online.
Click OK to save the settings and close the User authentication dialog box.
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Retrieving Card Numbers
If a card number is unavailable but you need to retrieve it, you can find this information in the trace log.
1
2
3
In the Diagnostics section of System Manager, select Settings.
Click EQ Device Control Engine in the tree view. The Trace file settings window opens.
Swipe the card at the terminal. The card number appears in the log file. Card numbers are shown as
CardNo=[0123456789].
Card Reader Behavior
Equitrac card readers (with the minimum controller firmware version S80 602.102*81) indicate error conditions via the red light blinking for a second accompanied by a long beep. Check the following for potential error causes:
• User authentication option in Equitrac System Manager is set to Keypad only.
• The terminal is not assigned to a physical device.
• There is no associated Equitrac account for the card number.
• There are no print jobs in the print queue.
If the issue still persists, contact Technical Support.
ID Controller Network Duplex Mismatch Behavior
The ID controller will always run in auto-negotiation. MFP and backbone network that are connected to the ID
Controller should be set to auto. Equitrac recommends the following solution:
When using an ID controller, set both the MFP/Printer and network switch to use auto-negotiate for network speed.
Otherwise, if either are forced to full duplex, auto-negotiate fails and the ID controller will use half-speed which will have an impact on print performance and poor network connectivity on the device.
If the issue still persists, contact Technical Support.
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The Ethernet Card Reader authenticates users to release print jobs securely at single function printers and multifunction printers. The card reader has two connection ports:
• One port connects to the Ethernet network, and supports Power-over-Ethernet
• One port connects to the printer
When a user presents their ID card at the card reader, user authentication is performed in the network and associated print jobs are released.
The Ethernet Card Reader is a dual frequency (125 kHz and 13.56 MHz) RFID card reader with two RJ-45 10/100 Fast
Ethernet ports.
The LED light on the card reader indicates the status of the network system and the card reader itself. Different
patterns of lights appear when the card reader is online or offline. See
The following diagram shows the physical hardware connections:
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To connect the Ethernet Card Reader to a printer, do the following:
1
2
3
4
5
Disconnect the existing network cable from the printer and connect it to the Network port on the card reader.
Connect the provided Ethernet cable to the printer’s network jack and the Printer port on the card reader.
If the network does not supply Power-over-Ethernet, attach the separate power supply to the card reader.
Secure the card reader near or on the printer using the provided self-adhesive Velcro strips.
Secure the card reader cables using the cable ties and self-adhesive cable tie mounts.
When the card reader is powered up, the card reader beeps and the LED light appears orange for a few seconds, then
changes to the appropriate light for its current state. See
After the Ethernet Card Reader is connected to the printer, it needs to be configured in System Manager.
To configure the Ethernet Card Reader, do the following:
1
2
Select System Manager > Devices.
In the Standard View, do one of the following:
• To search card readers for a specific device, right-click on the device and select Discover Nuance card reader.
When it appears, click Add.
—Or—
• To search all card readers on the network, right-click in the pane and select Discover Nuance card reader.
Select a Server from the drop-down list, and enter the IP address range. Click Discover.
that the physical device be set to IP address when using Ethernet Card Readers.
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3
Select the card readers you want to add and click Import.
4
5
6
After import, click Refresh to display the card readers in the devices pane.
Click the imported card reader or to configure more than one card reader at a time, highlight the card readers, right-click and select Edit.
In the Device interface summary dialog box, review the information to ensure it matches your system setup.
7
8
9
To add a secondary DCS for high availability, select a different server from the Secondary server drop-down list.
If you want to use a static IP address instead of an IP address assigned from the DHCP server, enter the IP address,
, and Subnet mask in the Static IP configuration section.
To determine how print jobs are released for users, select one of the following options from the Release Behavior drop-down list:
• Select First is released to release only the first queued document after user login.
10
• Select Release all at login to release all queued documents for the current user after a successful login.
Click OK. The Configuring card reader(s) screen opens. It might take a couple of minutes to configure the selected card readers. When complete, click Close.
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If you receive a firmware update, you can apply it to the Ethernet Card Readers in System Manager. Do the following:
1
2
3
Go to System Manager > Devices and select one or more card readers.
In the Configuration/Firmware update section, browse to the location of the firmware update and click Open.
Click Update.
When the Ethernet Card Reader is physically connected to a printer and configured in System Manager, it is automatically associated with that printer. If you want to associate the card reader with a new printer, do the following:
1
Go to System Manager > Devices and do one of the following:
• If you want a physical connection between the card reader and the new printer, connect the card reader to the new printer. Verify the connection in System Manager.
—Or—
• If there is no physical connection between the card reader and the current printer, click the name of the card reader and drag it to the new printer.
You must reset a configured Ethernet Card Reader to its factory default settings before deleting it from the system. Do the following:
1
2
Go to System Manager > Devices and select one or more card readers.
On the Device interface summary screen, click Reset to factory defaults and then OK to accept the warning message.
The Ethernet Card Reader is designed to work in a highly secure environment. After configuration, the card reader can only be used with the current server. You cannot use the card reader with another Equitrac installation unless the card reader has been reset to its factory default settings.
If DCS, CAS and CAS database are lost, and you need to reinstall Equitrac, to unlock the card reader, move the card
reader to maintenance mode. See
Ethernet Card Reader Troubleshooting
If the DCS and CAS are lost, you can restore the card reader without resetting the factory defaults. On the computer where DCS or CAS will be installed, restore the user profile of the user that Equitrac services are running under.
You can save the user profile in one of the following ways:
• Convert the user profile to a roaming user profile.
• Back up the user profile with the Backup and Restore tools from Windows.
• Use third-party tools to save the user profile.
• Use a user profile disk. For more information, refer to the Easier User Data Management with User Profile Disks in
Windows Server 2012 article.
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An Ethernet Card Reader might become inaccessible if there are issues with the configured card reader settings. This may occur when:
• The card reader was originally assigned to a different system.
• The card reader’s network settings aren’t compatible with the network.
• The card reader was deleted from the system without resetting it to its factory default settings.
Maintenance mode temporarily restores the default settings, so you can perform a factory reset and reconfigure the card reader.
To use maintenance mode to reconfigure a card reader, do the following:
1
2
Connect the power supply.
Connect the network cable to the Printer port only.
5
6
3
4
When the LED light is blinking red and green, in System Manager > Devices, right-click in the pane and select
. Select a server and enter the IP address range. Click Discover.
In the Discovered card reader(s) dialog box, select the card reader that was placed into maintenance mode and click Import.
In System Manager > Devices, click Refresh. Right-click the imported card reader and select Edit.
On the Device interface summary screen, click Reset to factory defaults.
normal network and printer connections.
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The Ethernet Card Reader displays different patterns of LED lights to communicate the system status to users. Some types of LED light patterns might not be used on all systems.
LED Behavior
Solid red light
Slow flashing green light
Fast flashing green light
Fast flashing red and green light
Fast flashing red light
Slow flashing red light
Meaning
The system is ready for the user’s ID card.
The system is authenticating the user’s ID card.
There are no print jobs for the user.
There is insufficient balance in the user’s or company’s account.
The user’s ID card is not recognized.
There is no printer associated with the card reader.
The following table describes the behavior of the LED patterns when the card reader is offline and provides possible tips to fix the error.
LED Behavior
One green blink
Two green blinks
One red blink
Meaning Action
The card reader’s network port has an Ethernet link, but does not have a valid IP address.
• Verify with your IT department that a DHCP server is accessible at this network drop.
• Verify with your IT department that the DHCP server will assign an IP address to devices with the Vendor Class Identifier (DHCP Option 60)
"Baltech Proxreader".
• If DHCP is not used on this network, configure the card reader with an appropriate static IP address.
The card reader is attempting to connect to its configured host or has not been added to the system.
• If this light pattern continues after 60 seconds, verify the system configuration and manually add the card reader, if required.
The card reader cannot detect an Ethernet link on either of its ports.
• Verify that the Ethernet cable is connected.
• Verify that the card reader’s Network port is configured with a rate and duplex setting that is compatible with its network. The card reader auto-negotiates by default, but this process is not successful on certain networks with fixed rate and duplex requirements.
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LED Behavior
Two red blinks
Three red blinks
Four red blinks
Red and green blink
Meaning
The card reader is in maintenance mode.
Action
The card reader automatically discovered the printer and its host server, but was unable to connect to the system.
• Add and configure the card reader to the system manually.
The card reader cannot connect to its configured host, the host servers might be down, or there is a network problem.
• Verify the host and network operation, then disconnect and reconnect the card reader to reset.
The card reader has detected that the IP address assigned to it is already in use by another device on the network.
• Contact your IT department to identify the device with the same IP address. Change the IP address of the card reader or the conflicting device.
• If no change was required to the card reader’s IP address, then disconnect and reconnect the card reader to reset.
• Move the network cable from the card reader’s
Printer port to its network port to restore normal operations.
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If you require a print and copy tracking solution that does not rely upon a network connection between the control terminals and the Core Accounting Server (CAS), install the MobileDCE component on a portable server. This offline server (such as a laptop) allows the DCE component to operate on a system disconnected from the CAS server. All transactions performed by users are cached on the control terminal device until they are downloaded to the
MobileDCE server.
Prior to first use, you must download the current set of PINs from CAS to the MobileDCE server, then walk to each
PageCounter device and upload the PIN information. Users can access the device only when the PIN information resides in the control terminal cache.
1
Download transaction data
2
Upload PIN codes
MobileDCE
MobileDCE workflow
Subsequently, when you connect the MobileDCE server to a control terminal, all transactions performed on the device are downloaded from the cache to the mobile server. When the download is complete, an updated set of PIN codes is uploaded to the terminal. Automatic download and upload must be configured.
While the PIN codes are being uploaded, the control terminal displays a status message indicating that the upload is currently in progress. During the upload, users are not able to access the control terminal. Once the upload is complete, the terminal can validate against the uploaded set of PIN codes. Users who do not provide the correct PIN codes are denied access.
Equitrac Express supports two implementation scenarios:
• All control terminals are offline from CAS, and the MobileDCE server collects data from terminals.
• Some controls terminals are directly connected to CAS, whereas others are offline. Online terminals communicate directly with the DCE component, and offline terminals require data collection via the MobileDCE component.
Although it is considered a server component, the MobileDCE machine only requires Windows 7 Operating System.
Server operating system software is not required. Offline control terminals require a flashcard and firmware version
1.1.29 at a minimum.
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When initially configuring the MobileDCE, you must walk to each PageCounter control terminal and upload a new set of PIN information to the cache. This initial connection also sets the PageCounter to cache transactions locally.
Transactions are stored on the terminal in Disk1\eqsystem.db. Each time you download the transactions to the
MobileDCE server, the database is overwritten when the PINs are uploaded.
terminal. When the transactions are uploaded to CAS, each device appears as a separate device only if you use unique
IP addresses. Generated reports accurately reflect which transactions were recorded on a specific control terminal.
You can then periodically connect the mobile server to CAS to download updated PIN information, then walk to each
PageCounter to download transaction data and upload new PIN information.
1
2
Connect the MobileDCE server to the network, then launch the MobileDCE utility (Start > All Programs >
Equitrac MobileDCE > MobileDCE). Select the CAS server to connect to, then click Get PINs to download the new authentication data.
3
4
This setting allows the MobileDCE to automatically download cache data from the PageCounter, then upload new
PIN data. These tasks will occur as soon as the MobileDCE server is connected to the PageCounter terminal.
If you prefer to manually download and upload data to and from the PageCounter terminals, leave this setting cleared. You will have to manually click the Download Transaction Cache and Update PIN Cache options.
The IP address of the PageCounter terminal must be on the same subnet mask as the MobileDCE server when using a crossover cable.
Optionally, you can connect a standard network cable to the PageCounter terminal’s expansion port, and connect the terminal to a local network via its Ethernet port, and then press and hold the F2 button to reboot the terminal and establish a connection to the MobileDCE server.
The download and upload will occur automatically if the Synchronize setting is enabled. On the mobile server, transactions are stored in Documents and Settings\<user>\Local Settings\Application Data\Equitrac\Equitrac
.
After you collect all PageCounter cache data and upload the new PIN data to each terminal, reconnect the
MobileDCE Server to the network. Ensure that the correct CAS server appears in the Name/IP Address field for the Accounting Server, then click Upload Transactions.
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The transactions collected from the terminals are added to the CAS database, and applied against the user accounts.
The records are deleted from the TransactionCache.bin file when the upload is complete.
1
Upload Transaction data
MobileDCE
2
Download PIN information
CAS
DB
MobileDCE communication with CAS
Within System Manager, each offline PageCounter terminal is registered as a device, rather than as a control terminal.
By default, the offline terminal is named “PageCounter Proxy <IP Address>”, but you can change the default name to reflect the device location, for example.
The MobileDCE utility contains a number of options that change the default behavior of the MobileDCE server.
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The following table describes the MobileDCE options.
Terminal Device Option
Update PIN Cache
Download Transaction Cache
Synchronize on connect
Current Connection
Disconnect from Device
Description
Uploads the complete set of PIN information from the MobileDCE server to the terminal device.
To ensure transaction data is not overwritten, the Update PIN cache button is enabled only after the transactions are downloaded from the terminal cache. This option is disabled until you download transactions off the terminal device.
Downloads all transaction data from the terminal cache to the MobileDCE server.
When the MobileDCE server first connects to a PageCounter device, the transaction cache is downloaded and the PIN data is updated automatically without operator prompting.
Displays the name of the control terminal that is currently connected to the MobileDCE server, if any.
When the upload and download are complete, click Disconnect from Device to close the connection. Disconnect the crossover cable from the control terminal. The terminal will restart.
Accounting Server Option
Name/IP Address
Upload Transactions
Get PINs
Purge transactions that fail to post
Copier timeout
Description
This field is automatically populated with the name of the CAS you entered when you installed the MobileDCE software. To upload the data to another CAS server, type in the name or IP Address here.
This is the Accounting server from which you want to get PIN information and upload transaction data.
Uploads all transaction data stored on the MobileDCE server to the selected Core
Accounting Server.
After you upload transactions to CAS, they are removed from the MobileDCE’s cache.
Downloads all current PIN information from the selected Core Accounting Server to the
MobileDCE server.
If CAS cannot rectify a transaction against the database, the transaction will be purged from the MobileDCE server.
Equitrac recommends disabling this option, enabling it only periodically to perform maintenance on the MobileDCE cache.
Increase the Copier timeout value to provide users with more time at the copier machine to complete copy transactions before the terminal session ends.
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Accounting Server Option
Enable secondary prompt
Input type
Description
Requires users to enter a secondary PIN code that serves as a password. Used for an extra layer of security, prompt for secondary PINs must be enabled on CAS. When the PINs are downloaded from CAS to the MobileDCE server, the secondary prompt field is populated with data (if any). See
Users who do not have a secondary PIN will not be prompted for an additional PIN at the control terminal.
Determines how users are authenticated.
Card swipe only
Keypad only
Card swipe or keypad entry
Within the MobileDCE utility, two areas display log data for the MobileDCE server activity and for activity on the terminal device (when connected).
Data in these logs include success and failure messages on:
• number of PINs retrieved from CAS
• number of PINs downloaded to the control terminal
• number of transactions retrieved from control terminal cache
• number of transactions uploaded to CAS
• number of transactions in the MobileDCE’s cache
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To troubleshoot problems with the MobileDCE setup, create a log file. Open a command prompt, then run
MobileDCE.exe -t . This creates the EQPortableDCE.log file in the Temp folder.
If you aren’t sure which mode the Terminal is operating in
If you connected the MobileDCE to a terminal, but the terminal is displaying “Not fully configured”, the terminal is likely running in online mode. If the terminal connected to the network, DCE registers the terminal and sets the mode to online. Ensure that the terminal is not connected to the network where the DCE component is running, then connect the MobileDCE server to the control terminal. Upload the PIN codes again.
If the Terminal is not caching transaction data
The terminal is not initialized until you upload the PIN data from the mobile server to the control terminal cache.
Click the Update PIN cache button to force the upload. This action sets a flag on the terminal that allows it to run in offline mode.
If the Terminal was caching properly and suddenly caching is not occurring
If the terminal communicates directly with the DCE component on the network (as opposed to the MobileDCE), the offline flag will be reset and caching will not occur. However, you can enable the “Allow caching on PageCounters” option within System Manager > Configuration > Devices > Control terminals. Click Advanced options to see this setting.
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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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