Equitrac Office 5.7 System Requirements For Apple’s

The appropriate client/matter allocation data is retrieved from the print popup at the time of the print request. Dividing users into user classes is an effective way of managing your user database and helps simplify reports. Alternate user codes can be manually added or updated in System Manager, or automatically registered at a TPC with a card reader.

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Equitrac Office 5.7 System Requirements Pc

Create and apply a Filter to narrow the transaction list if necessary. Equitrac Professional adds workstation devices to the database automatically when users print from a workstation to a local printer. • Online validation only, not local caching. Equitrac office 5.7 system requirements pc. Getting Around System Manager The System Manager interface is divided into five areas. • Options (checkboxes or drop list) appear as default values, or deselected options. The specific positioned character syntax code ("[X], where [X] is a specific character) is the best way to handle the exact placement of a character in an entry string.

Select Yes or No from the drop list to determine whether this command will run as configured, or is suspended. An alternate user code configured for a user (the Alternate user code value defined in Equitrac Professional System Manager > Users > [User name]). Up to 20 fields are allowed. NOTE: Force monochrome and Force duplex printing rules have the following characteristics: • They are only supported on some models using PCL5, PCL6 and PostScript data streams. In this case, Equitrac Professional adjusts the total cost using Price per item surcharges, then applies Total cost surcharges. If you are configuring the upload time of day, also configure the Retry period (in minutes). Equitrac office 5.7 system requirements lab. —Or— • If you wish to use the one time specified price list, enable the option Override existing method with and choose a price list from the drop list. Otherwise, please register for your online account.

You can specify a location for the exported data by including the entire path to the file. Select the Copier Type from the drop list of supported copiers. TPC must be able to communicate with the Equitrac Professional DCE service. When you import validation codes using a scheduled import, there may be new validation codes in your time and billing system that are not yet in CAS. SNMP Communication Requirements The DME reports on device status by polling for SNMP status changes. By default, only valid transactions are exported. An atom is a regular expression enclosed in '()' (matching the regular expression within the parentheses), an empty set of '()' (matching the null string), a bracket expression, '. ' By configuring the Equitrac port monitor, you create a device that Equitrac Professional can monitor. Therefore, Equitrac Professional provides you with a separate method for accomplishing this procedure. Equitrac office 5.7 system requirements online. See Define Disbursement Types on page 391 for details.

Equitrac Office 5.7 System Requirements Online

Select the Viewer in the Windows Start > All Programs > Equitrac Professional menu. If the configuration changes to 'Disabled', custom messages will not pop up. Is a rule set assigned to this device? Embedded application. Specify the import Mode, selecting either a Full synchronization or Incremental update. Control Terminal Prompt. Testing the Popup Two types of popup testing are available: • previewing the popup appearance • testing the popup configuration. To import a device list file: • Select File > Open device list. If this popup is hidden from the user, Equitrac Professional will populate the required fields and values in the background based on configuration specified here. Default Price Lists You can create a price list, then assign it as the default for all similar devices. Enter a Name and Description for the route. If you are creating a delimited or a fixed flat file, specify whether or not to include a linefeed at the end of each line to indicate when new data rows begin.

There are also two modes of data import: a full synchronization, and an incremental update. User codes (when available) can be exported with transaction records to the time and billing system. • Copies: A number of copies, including reprints, greater or less than the number specified. The Call site field automatically displays the Call site you selected to add the file source to, but you can select a different call site, if necessary. Users can pull jobs from the e-queue to any physical device within the selected pull group. Configure the fields and field options for the popup/console interface.

7, and the transaction cost is 2. From the drop list, select a SmartPrompt, if desired. Release one document per session. CAUTION: The location assigned to a matter code (child) must match the location assigned to its client code (parent). Look up specific field entry (source) in specific table; insert the associated description in another field (destination). The Validation Import Wizard; see Managing Validation Data on page 79. In the event that a regular expression could match more than one substring of a given string, the regular expression matches the one starting earliest in the string. When the core accounting server (CAS) receives the proper validation data, a transaction can occur within the Equitrac Professional environment, thereby generating transaction data. Indicates if transaction is an exception. Enter the device class name of the device printing the job. Adding User Accounts When you first install Equitrac Professional, the database does not contain valid user data. The method used depends on the Notification settings in System Manager. Change this name manually, if desired. Modifying a User Class You can, if necessary, modify an existing user class by assigning it a different popup style or tracking behavior, making it the default class, or changing its description.

Equitrac Office 5.7 System Requirements Lab

Controller Interfaces A controller interface is a software bridge that enables authentication to occur from the front panel of supported MFPs. The administrator knows the following about the encoding format: Code Length. Alternatively, the SUBSTITUTE command requires a search value and a replacement value. User Class Device Class Application Class. S{FIELD#}{SYNTAX STRING}. This is the identifier assigned to this user in the Time & Billing system for phone transactions; you can edit this code in System Manager. This process requires a dedicated Omtool database containing only transactions that are to be imported to Equitrac Professional. The workstation uses the settings configured in System Manager for the device and Printer Name it is accessing. 456. no other significance (matching that character). Configuring Charge Splitting Options Charge splitting enables your users to separate costs for print jobs on the basis of either a set number of free prints or the use of Subjobs. For example, if you are exporting telephone transaction data, then you can choose to export the total call duration, the total cost, and the total number of phone calls, etc. The user can confirm that Equitrac Professional retrieved the appropriate validation information, change the information if it is incorrect, and complete the print transaction.

The shortcut displays on the desktop. Once you have created price lists and assigned them to your devices, you can customize how they are applied by creating price list selection rules. NOTE: If the printer is not yet registered in Equitrac Professional, or if it is not a standard network printer, there are administrative procedures for registering the device and assigning both non-default classes and popups as required. In the Dial parameters section, you can modify the Syntax and Dial String values for each of the four phone call types when using fax control terminals. System Manager includes the name of the device's custom group when it creates transaction records, so you can view site information for those transactions when you generate the relevant reports. Call processing and costing configuration is specific to each call site in Equitrac Professional, however, you can copy a call site if you have several sites you want to configure in the same way.

TPC sends the copy transaction page counts to DCE. If you click OK, the required phone number position is changed, but be sure to let users know the correct way to enter the fax numbers. Using any required combination of the dialing sequence commands provided in the following table, you can build the dialing sequences for each of four types of dial parameters. For example, if a user prints a document without specifying the matter code and the popup configuration does not validate user-entered data against CAS, Equitrac Professional records the transaction but cannot post it to the time and billing system because of the missing data. Therefore, the two TPCs without extended attribute cables will need to be set to prompt for color copying. Within System Manager, you can create a Rule Set, then create multiple rules within the set. Check the Enable reprint identification option. In the Application class definition dialog, click the Overrides button to expand the dialog. NOTE: The firmware file you specify must match the device type you intend to update, as follows: files update PageCounter firmware. You can also include parts of the actual number itself to charge specific costs for numbers that start with certain digits.