Nuance 5.7
Manuals and User Guides for Nuance 5.7. We found 1 manuals for free downloads Administrator's Guide
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.
Key Features
Core Server Components
Making Changes to Server Components
Administrative Access
Licensing
Language Support
Additional Documentation
Pages: 506 Nuance 5.7 Administrator's Guide
Brand: Nuance Category: Software Size: 19 MB
Languages: English
Table of contents
- 3 Contents
- 15 Introduction
- 16 What is Equitrac Office and Equitrac Express?
- 17 Core Server Components
- 17 Making Changes to Server Components
- 18 Core Accounting Server
- 19 Document Routing Engine
- 20 Device Control Engine
- 21 Scan Processing Engine
- 22 Device Monitoring Engine
- 23 Optional Components
- 23 Workstation Client
- 24 Direct IP Printing (DRC)
- 25 Print Assistant
- 25 Data Source
- 25 Interface Module
- 26 Rules and Routing
- 26 Uplink
- 26 Release Station
- 26 Deposit Station
- 26 Campus Card
- 27 Smart Card Support
- 27 Mobile Printing
- 27 Device Web Server
- 27 Device Control Server
- 27 Web Client
- 28 Administering Equitrac Office and Express
- 29 System Manager
- 30 Accounts Manager
- 31 Department Manager
- 32 Device Monitoring Console
- 33 Reports Manager
- 34 Configuring Administrative Access
- 34 Windows-level Permissions
- 34 Application-level Permissions
- 35 Administration Task Overlap
- 36 Licensing
- 36 Component License Verification
- 37 License Caching
- 38 Changing the License View
- 39 Assigning Licenses to Devices
- 40 Language Support
- 40 Additional Documentation
- 41 Managing Devices
- 42 Devices Overview
- 42 Device Types
- 43 Viewing Devices Within System Manager
- 46 Device Status Tracking
- 46 Managing Secure Printing Settings
- 47 Physical Devices
- 47 Physical Device Configuration Workflow
- 47 Manually Adding and Configuring a Physical Device
- 52 Configuring Print Queues
- 53 Editing and Removing Devices
- 54 Configuring Language Sets
- 56 Embedded Devices
- 56 Supported Manufacturer Device Types
- 57 Configuration Options
- 58 Adding and Configuring Embedded Devices
- 60 Xerox JBA Device Configuration
- 60 JBA-Supported Device Prerequisites
- 60 Xerox Device and Print Driver Configuration
- 62 VPSX Devices
- 62 Preparing for VPSX Integration
- 62 Configuring a VPSX Device
- 63 Import LRS Transactions
- 63 User Workflow
- 64 InfoPrint Manager Devices
- 64 Configuring User Authentication for InfoPrint
- 65 Configuring an InfoPrint Manager Device
- 66 User Workflow
- 67 I-Queues
- 67 Creating an I-Queue
- 68 I-Queue Printing Mode Methods
- 69 Creating an I-Queue Printer
- 70 Setting Up the I-Queue Printer Share
- 71 Managed Queues
- 71 Configuring a Managed Queue
- 73 Workstation Devices
- 73 Configuring a Workstation Device
- 74 Managing Custom Groups
- 74 Creating Custom Groups
- 74 Assigning Devices to Custom Groups
- 75 Configuring eCopy ShareScan
- 76 eCopy Prerequisites
- 76 Configuration Prerequisites
- 78 Setting up a Print Separator Page
- 81 Configuring Default Media and Color Settings
- 82 Hardware & Interface Support
- 82 Updating the Device Database
- 82 Printer Support for PageCounters
- 86 Pay Station Deposit Center
- 87 Campus Card Interface
- 96 Working with Campus Card
- 96 Using Campus Cards with Embedded Devices
- 96 Using Campus Cards with PageCounters
- 98 Configuring Release Station for Campus Card
- 99 Mobile Printing Through HP ePrint
- 101 Device Monitoring with DME
- 102 DME Workflow
- 103 SNMP Communication Requirements
- 104 Configuring SNMP Communication
- 106 Selecting Devices for DME to Monitor
- 107 Viewing Device Status in the DME Console
- 109 Viewing Session Status in the DME Console
- 110 Creating Alert Rules
- 112 Creating Custom Alert Messages
- 113 Assigning Alerts to Devices
- 114 Generating Device Status Reports
- 117 Routing Based on Device Status
- 118 Limiting PageCounter Auto-Release Behavior Based on Device Status
- 119 Using Control Terminals
- 119 Supported Devices
- 120 Control Terminal Setup Workflow
- 120 System-Wide Control Terminal Configuration
- 122 Adding and Configuring a Control Terminal
- 124 Associating a Control Terminal with a Physical Device
- 125 Configuring Control Terminal Prompts
- 127 Using PageCounters
- 127 Running in Local Mode
- 127 Local Caching
- 127 Local Mode
- 128 Setting the Prompt Language
- 128 Identifying Users at the Terminal
- 129 One-Step Print Release and Copy
- 129 Multi-Server Follow-You Printing on the PageCounter
- 130 Releasing Print Documents
- 131 Document Release Cost Summary
- 132 Copy Control
- 133 Copy Control Cost Summary
- 133 PIN Management
- 134 PageCounter Troubleshooting
- 136 Using PageControl Touch Terminals
- 136 Associating a PageControl Touch Terminal with a Physical Device
- 137 Configuring a PageControl Touch Terminal
- 144 Using Single Function Terminals
- 144 Single Function Terminals Overview
- 145 Nuance ID Controller
- 145 Hardware Overview
- 146 Setting Up the ID Controller
- 146 Connecting the ID Controller
- 147 Determining the ID Controller IP Address
- 147 Configuring the ID Controller via a Web Interface
- 150 Integrating the ID Controller into Equitrac
- 151 Configuring the ID Controller in System Manager
- 152 User Authentication at the Terminal
- 153 Offline Behavior
- 154 SFT Troubleshooting
- 155 Ethernet Card Reader
- 155 Hardware Overview
- 155 Connecting the Card Reader
- 156 Configuring the Card Reader
- 158 Updating the Card Reader Firmware
- 158 Associating the Card Reader With Another Printer
- 158 Resetting the Card Reader
- 158 Recovering the Card Reader
- 159 Using Maintenance Mode to Recover an Inaccessible Card Reader
- 160 LED Status Messages
- 160 Ethernet Card Reader Troubleshooting
- 162 Using MobileDCE Server
- 162 Implementation Options
- 162 Requirements
- 163 MobileDCE Workflow
- 164 MobileDCE Options and Onscreen Logs
- 167 MobileDCE Troubleshooting
- 169 Configuring HID Cards
- 170 HID Encoding
- 171 Supported HID Card Types
- 174 Determining HID Card Encoding
- 174 Encoding Types
- 175 Determining Code Start and Stop Positions – Known Codes
- 178 Determining Code Start and Stop Positions – Unknown Codes
- 181 Disabling and Enabling HID Decoding on the PageCounter Terminal
- 182 HID Decoding
- 185 Working with Billing Codes
- 186 Billing Code Installation and Configuration Workflow
- 187 Enabling System-Wide Billing Code Access
- 188 Configuring Billing Code Popup Behavior
- 190 Creating and Editing Billing Codes
- 192 Managing Billing Codes Within Accounts Manager
- 193 Enabling Billing Codes
- 193 Enabling User or Department Billing Codes
- 194 Enabling Billing Codes for Multiple Users or Departments
- 194 Copying and Pasting Billing Codes
- 195 Removing Billing Codes from a User or Department
- 196 Synchronizing Billing Codes
- 196 Creating the Billing Code Text File
- 196 Scheduling the Billing Code Synchronized Task
- 198 Using Client Billing on a Workstation
- 198 Selecting a Billing Code
- 198 Specifying a Job as Billable or Non-Billable
- 198 Accepting or Canceling a Print Job
- 199 Disabling Billing Code Popups
- 201 Creating & Managing Accounts
- 202 Accounts Overview
- 203 Account Types
- 204 Accounts Manager Views
- 206 Creating New Accounts
- 206 Working with Billing Codes
- 206 Working with Departments
- 206 Enabling Department Charging
- 207 Creating and Editing Departments
- 210 Working with User Accounts
- 210 Creating User Accounts
- 211 Adding and Editing Users Individually
- 214 Creating Users Automatically
- 216 Assigning Delegates to Users
- 217 Assigning Users to Departments
- 217 Assigning Billing Codes to Users or Departments
- 219 Setting a Default Billing Code for Users
- 219 Importing Users with Active Directory Services
- 220 Configuring Active Directory Synchronization
- 224 Configuring LDAP Synchronization
- 227 LDAP Field Mapping to CAS
- 227 Qualifying Accounts by Domain
- 228 Adding Users from a Flat File Import
- 229 Importing LDAP User Accounts
- 231 Managing User Accounts
- 231 Controlling Function Access
- 233 Setting Color Quotas
- 235 Resetting Color Quotas
- 237 Locking Accounts
- 237 Removing Accounts
- 239 Performing Account Transactions
- 241 Managing Search Filters
- 243 Managing the Filter List
- 244 Accounts System Configuration
- 244 User Authentication
- 247 External User Authentication
- 250 Selecting Notification Methods
- 251 Charging to Departments
- 252 Enforcing Account Limits
- 252 Enabling Escrow
- 254 Resetting Escrow
- 254 Viewing an Escrow Report
- 254 Receiving Print Error Messages
- 254 Deleting Objects in Synchronized Directories
- 255 Configuring Unlimited Printing
- 255 Handling Unidentified Documents
- 256 Associating Swipe Cards with Equitrac Accounts
- 257 Configuring the Mail Server for Email Notifications
- 258 Implementing PINs
- 258 User-Controlled PIN Management
- 260 Viewing User Account Balance
- 260 Configuring the Account Monitor Popup
- 261 Controlling Transaction Tracking
- 262 Working with Self-service Accounts
- 266 Configuring the Guest User Feature
- 269 Configuring Price Lists
- 270 Price List Workflow
- 271 Identifying Pricing Requirements
- 271 Overview of Price List Types
- 272 Basic Print/Copy Price Lists
- 273 Advanced Print/Copy Price Lists
- 275 Creating Advanced Print/Copy Price Lists
- 278 Sample Job Cost Calculation
- 279 Default Price Lists
- 280 Device Capabilities
- 280 Primary vs. Dual Pricing
- 281 Cost Calculation & Currency
- 281 Currency symbol
- 282 Creating Large-Format Price Lists
- 283 Creating Fax Price Lists
- 285 Creating Scan Price Lists
- 287 Assigning Price Lists
- 288 Applying Price Lists
- 290 Departmental Pricing
- 292 Creating and Applying Departmental Price Lists
- 293 Repricing Jobs on Release
- 295 Advanced Printing Configuration
- 296 Enabling Secure Printing
- 297 Secure Printing Configuration Workflow
- 297 Administering the Secure Print Queue
- 299 Managing Device Pull Groups
- 299 Choosing Devices to Group
- 300 Printer Pull Group Workflow
- 301 Setting Up Follow-You Printing
- 302 Follow-You Printing Configuration Workflow
- 302 Release Station Behavior
- 303 PageCounter Behavior
- 304 Configuring Follow-You Printing
- 306 Releasing Prints to First Available DRE
- 307 Setting up the Print Driver Repository
- 311 Configuring Send To Printing
- 312 Send To Printing Configuration Workflow
- 313 Client Popup Behavior
- 316 Viewing Send To Printing Jobs in the Secure Queue
- 317 Desktop Printing
- 318 User Workflow for Desktop Printing
- 318 Desktop Printing Configuration Workflow
- 319 Excluding Applications
- 319 Re-enabling an Excluded Application
- 320 Editing an Excluded Application
- 320 Excluding Printer Ports
- 321 Mobile Printing
- 321 Enabling Devices for Mobile Printing
- 323 Routing Rules
- 324 Rules Overview
- 324 Creating Rule Sets
- 326 Adjusting the Rule Ranking
- 327 Applying a Rule Set
- 328 Creating Print Rules
- 329 Print Attributes
- 333 Interactive Print Rules
- 335 Working with Routing Groups
- 335 Choosing Devices to Group
- 335 Managing Routing Groups
- 337 Creating Desktop Print Rules
- 341 Default Desktop Print Rules
- 343 Configuring the Message Client Behavior
- 343 Bypass the Small Popup Window
- 343 Display as Topmost Window
- 343 Remove the Exit Menu Item
- 344 Hide the Clear Button
- 344 Enable/Disable System Tracing
- 345 Creating Copy Rules
- 349 Escape Codes in Custom Messages
- 351 Scheduling Tasks
- 352 Defining a Schedule Recurrence
- 353 Running a Missed Task
- 354 Scheduling a Report Task
- 355 Scheduling a Billing Code Task
- 356 Scheduling a Color Quota Task
- 357 Scheduling an Account Balance Task
- 358 Scheduling a Purge Transactions Task
- 360 Suspending, Resuming, or Removing a Scheduled Task
- 361 Creating & Running Reports
- 362 About Reports
- 362 Report Categories
- 363 Determine Which Report to Run
- 364 Running Standard Reports
- 364 Report Criteria
- 366 Customizing Standard Reports
- 366 Adding a Custom Logo
- 367 Creating a Custom Format
- 368 Saving a Custom Report
- 369 Running Custom Reports
- 370 Deleting Custom Reports
- 371 Configuring a Savings Report
- 372 Running a Savings Report
- 373 Printing, Emailing and Exporting Reports
- 373 Printing a Report
- 373 Emailing a Report
- 374 Saving a Report to a File
- 375 Scheduling Reports to Run Automatically
- 376 Running Consolidated Reports
- 376 Configuring CAS Servers
- 377 Running Subsidiary Reports Only
- 379 Managing Scan & User Workflows
- 380 Configuring Workflows
- 386 Configuring Workflow Containers
- 388 Configuring Scan Processing and Delivery
- 390 Configuring SMTP Mail Server for SPE
- 391 Configuring Scan Load Balancing
- 395 Configuring Scan Destinations
- 397 Enabling Scan-to-Me
- 401 Working with Client Features
- 402 Prompt for Login
- 402 Cost Preview
- 403 Display Campus Card Balance
- 403 Select Account
- 403 Rename Document Prompt
- 404 Release Key Prompt
- 404 Setting Client-Side Popup Look & Feel
- 405 Cashier
- 407 Modifying the Printed Cashier Receipt
- 408 I-Queue Direct Printer
- 409 Using the Mac Client
- 409 Logging In to Equitrac Office and Express
- 409 Assigning a Billing Code
- 410 Changing a Document Name
- 410 Logging Out of Equitrac Office and Express
- 411 User Dashboard
- 412 Configuring User Dashboard
- 412 Enabling Account Balance Transfers
- 413 Enabling PIN Management
- 413 Adding Custom Reports
- 414 Setting Default Billing Code
- 415 Displaying Color Quota
- 417 Using Release Station & Deposit Station
- 418 Configuring Release Station Behavior
- 419 Operation Tab
- 422 View Tab
- 423 Printers Tab
- 425 Changing Release Station Look & Feel
- 426 Testing the Release Station Configuration
- 427 Vending Device Configuration
- 429 Limiting Administrative Access to Release Station
- 430 Campus Card Workflow
- 431 Working with Release Station
- 431 Starting the Release Station Session
- 432 Working with Documents in the Print Queue
- 433 Using Follow-You Printing on Release Station
- 433 Ending a Session
- 434 Configuring Deposit Station
- 434 Securing Deposit Station
- 435 Run Deposit Station as a Shell
- 435 Defining Policies with System Policy Editor
- 436 Using Deposit Station
- 437 Supported Hardware
- 439 Using Web Release Station & Mobile Web Release
- 440 Configuring Printers for Web Release
- 441 Using Web Release Station
- 444 Using Mobile Web Release
- 453 Registering Cloud Platforms
- 453 Dropbox Registration
- 453 GoogleDrive Registration
- 455 OneDrive Registration
- 456 Releasing Through Cloud Platforms
- 456 Dropbox Documents
- 457 GoogleDrive Documents
- 457 OneDrive Documents
- 459 Using Contact Smart Cards
- 460 Smart Card Setup Workflow
- 460 Connecting the Smart Card Reader
- 460 Preparing to Update the PageCounter Firmware
- 461 Updating the PageCounter Firmware
- 462 Configuring the PageCounter to Work with a Physical Device
- 462 Configuring the Firewall
- 463 Configuring the PageCounter Terminal
- 463 Change the Default Password
- 463 Enable the Smart Card Solution
- 465 Configuring the PageCounter Mini
- 466 Uploading Certificates to the PageCounter
- 467 Configuring User Authentication
- 468 Using Smart Cards with the PageCounter
- 468 PageCounter Terminal
- 468 PageCounter Mini with Xerox MFP
- 469 Enable Logout with Smart Card at PageCounter Mini
- 469 Using Multiple Smart Card Readers
- 471 Using Equitrac Utilities
- 473 Enabling SSL Communication
- 473 Import Utilities
- 474 Import Campus Card Account Information
- 475 Directory Synchronization Access Permissions
- 476 Purge Database Transactions
- 477 Modifying User Accounts from a Flat File
- 478 EQCmd Actions
- 483 EQCmd Batch File Process
- 484 Refining the User Group View
- 486 Map LPR User IDs
- 486 Installing EQXLPD
- 487 Modifying the Configuration File
- 488 Example Configuration File
- 489 Starting the EQXLPD Service
- 489 Obtaining Debug Logs
- 490 Creating Trusted Certificates
- 490 Select the Authorized User Account
- 491 Generate the Certificate Request
- 491 Obtain a Trusted Certificate
- 491 Accept the Trusted Certificate File
- 492 Cluster Configuration
- 493 Print Queue Viewer
- 495 Logging
- 495 Saving and Clearing Log Files
- 497 Glossary
Frequently Answers and Questions
What is Equitrac Office and Equitrac Express?
Equitrac Office and Equitrac Express are print management solutions designed to manage, track, and control print and copy jobs across a network. They provide features such as secure printing, cost recovery, and device monitoring.
What are the core server components of Equitrac Office and Express?
The core server components include the Accounting Server, Document Routing Engine, Device Control Engine, Scan Processing Engine, Device Monitoring Engine. These components work together to manage and control various functions related to printing, copying, scanning, and device monitoring.
How do I manage administrative access in Equitrac Office and Express?
Administrative access can be configured through Windows-level permissions and application-level permissions. You can assign different levels of access to users based on their roles and responsibilities.
How does licensing work in Equitrac Office and Express?
Equitrac Office and Express require licenses to operate. Licenses can be verified and assigned to devices, and you can manage the license view to track usage.
What languages are supported by Equitrac Office and Express?
Equitrac Office and Express supports multiple languages. You can configure language sets to provide users with a personalized experience.
Questions & Answers
A A A
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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