Workstation printers are printers that Equitrac Professional tracks using the Desktop Printing feature. Counts one page per print job. Equitrac office 5.7 system requirements 2020. NOTE: Workstation consolidation is available only for devices addressed using standard TCP/IP ports directly from the workstation. Secondary price lists (Dual Pricing) enable the software to calculate another cost that is stored with the transaction for reporting purposes, but does not factor into any balance calculations. In the User definition dialog box, enter a User name.
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Use custom types to collect validation data other than client/matter or description data. Custom Parameters Clicking the Custom parameters button enables you to create or over-write custom parameters on the terminal. Configure card reader settings If you are using a card reader with TPC, you need to set the configuration parameters that Equitrac Professional will use when cards are swiped to be associated with a user in Equitrac Professional. Flag 1 status enabled., Separator character (Comma). Before you run the Validation Import Wizard, use your time and billing system to create the import source file. A Validation Import Wizard opens. A '{'followed by a regular expression character other than a digit is considered as an ordinary character, not as the beginning of a bound. Equitrac office 5.7 system requirements for apple’s. Configure the desired authentication option as follows: • In the Authentication section, select the Trusted option. NOTE: If you are translating CDR into SL1 format, enter 'Sl1' in the Extra parameters field.
Equitrac Office 5.7 System Requirements 2020
Automatically Registering Workstation Devices Equitrac Professional provides a utility that detects devices associated with workstations running the client popup, and automatically registers those devices in System Manager. Maintaining Exception Rules To keep your data relevant and up-to-date, you may need to edit or remove exception rules. 10 To reboot terminal devices, select the desired devices from the Terminal device list and click Restart. The number of impressions for the transaction. Equitrac office 5.7 system requirements online. In System Manager, navigate to System > Devices. 2 In the right pane, highlight the desired device by clicking on any of the class values other than its name. Browse back to the terminal web administration page and select Upload.
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However, Equitrac Professional also allows you to set secondary pricing in order to track the total cost of ownership for a device. Browse to select the import source file. If the printed document is a DMS document, Equitrac Professional uses the values it retrieved from the DMS. Added information about Transaction import from a ODBC data source. Printers on the workstation are previously registered devices. CAUTION: The location assigned to a matter code (child) must match the location assigned to its client code (parent). 2, CAS supports configuration both legacy configuration options for the popup as well as new configuration rules. 4 • Enhanced disbursement content • GARO and UFR II content. Price list selection rules override the price list assigned to the device based on transaction attributes such as date, user code, client, matter, or validation code. For more information on this dialog box, see Adding User Accounts Manually on page 62. Opposite command (Dash or minus sign).
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Assigning Alerts to Devices Alert Rules are effective only after you apply them to one or more devices within the DME Console. Managing Validation Data Topics: About Validation Codes Validation Code Workflow Configuring Equitrac Professional Fields Enabling or Disabling the Parent/Child Relationship between Clients and Matters Adding Validation Codes Maintaining Validation Codes Managing Telcodes. See Applying Pricing to Devices on page 159 for details. Importing Transaction Data For tracking and reporting purposes, you may want to import transaction data collected outside of Equitrac Professional. If needed, fill in the field for total cost or price per item. Configuring Price Lists Topics: Price List Workflow Identifying Pricing Requirements Creating Large-format Price Lists Creating Fax Price Lists Creating Scan Price Lists Creating Disbursement Price Lists Creating Phone Surcharges Price Lists Assigning Price Lists Price List Selection Rules Transaction Re-costing Maintaining Price Lists and Price List Selection Rules Example: Calculating Costs for an Advanced Print Transaction. Under Client type, click.
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DCE queries the MFP referenced in the TPC's physical device. For example, you may designate popup behaviors for each of your user, device, and application classes. You should hear an audible beep from the card reader and the card reader LED light should switch between off, green and red three times. Desktop print rules enable you to control whether users can print a document to their workstation printer or whether the job is directed to a network printer based on the job's attributes. NOTE: HID also offers other card formats, such as 35-bit Corporate 1000 cards. Communication Workflow The following diagram depicts the data communication workflow that occurs for color copying tracking with Canon MFPs and TPCs: 4. If the print server (DRE) resides on the local machine, select Local machine, otherwise select Remote server. For security reasons, the user logged into Windows on the release workstation must have administrative privileges in order to start Release Station. You wish to set surcharges for specific clients or matters. In System Manager > Client config > Classes > Applications, select a class in the list pane and select Manage classes. The default account codes should be values that Equitrac Professional does not track elsewhere in the system. See Forcing a Poll or Upload on page 224 for details. 14 Click OK to close the Control Terminal dialog and save these settings.
If you require more information, see your hardware manufacturer's documentation, or visit their online website Printer support varies based on the selected page counter. Equitrac Professional can accommodate cost recovery for firm-specific charges. Access permission will be removed if specified with the -r option. For example, the control system may flag a particular client code as non-billable; if Equitrac Professional recognizes the non-billable flag, this option forces the SmartPrompt for the Client field on the popup. If you specify that a matter is inactive, users cannot charge transactions to it. The time and billing system or external database contains validation data including your users, clients, matters, and custom validation types. Contact Equitrac Customer Service to activate the functionality. User is looked up based on the authorization code. Select the Include file header option if you require a header in the exported file. Equitrac Professional associates the fields in this list in the same order they appear in the SELECT statement from Step 7. NOTE: Equitrac Professional does not prompt for confirmation when deleting application classes. Removing a Price List Selection Rule To remove a price list selection rule, do the following: 1.
You can override this behavior at the field level when you design new popup styles, unless you configure a field to use SmartPrompts. The user can choose another printer, or elect to over-ride the warning and print to the local device anyway. Therefore it is recommended that you disable a terminal if you still need to report on transactions associated with it, rather than removing it. Equitrac Professional also tracks reprints for the Copies hide rule, if you configure the criteria for Copies in step 3, above. Confirm the removal when System Manager prompts you. Enter an optional Extra surcharge that should be added to call made by extensions belonging to this group.
• Is configured for use with a Release Station. In the User definition dialog box, make changes as necessary, then save and close the dialog box. Generating or Regenerating Telcodes If you configure the telcodes option prior to importing validation data from the time and billing system, Equitrac Professional will include the telcode information automatically with the imported data (unless configured not to autocreate telcodes). Each terminal field is represented by a tab in the PageCounter/Pro configuration set dialog. Control terminal/ Controller Interface (copy rules only). The resulting print separator page, where 'USER' is replaced by the actual user name. 3 Enter the escape codes for the functions you want to print on the separator page. A Manage overrides dialog box opens.
Typically, the client workstation caches the tracking behavior for each combination once used, and uses these settings going forward.
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