Deregistration does not delete the license from CAS, it removes the association between a particular device and a particular license, and frees that license for assignment to another device. Physical Devices A physical device is the piece of hardware that performs the print, copy, scan, or fax, including multi-function devices and embedded options on select manufacturer's MFPs. Favorites are user-configured short-cuts for codes that are used often. Equitrac office 5.7 system requirements lab. Each DMS contains a database that houses a library of documents on a server.
Select a client or matter code to open the Account definition dialog box. However, to call Belgium, France, or Switzerland, drop the initial zero. Look up the entry from Field 2 in Table 5; if found, insert the entry's associated description into Field 3. Use a short description to augment the Name; for example, "1-inch red binders, legal size". Locate a subset of the card data value that consistently represents a unique value on any card. Equitrac office 5.7 system requirements free. • The starting bit (at the farthest left) for ID codes will be the first bit after: • your facility code (if there is one) —Or— • what appears to be the leading parity bit. Repeat the above steps to add other override behaviors to other user classes as required.
Client/Matter In this setup, the information in the matter field must be associated with and nested under the information in the client field. NOTE: Both fax option dialogs are the same, however, you can assign different Fax configuration sets for each here. Attaching the terminal to a device may require the assistance of a certified device technician. Equitrac office 5.7 system requirements version. When converted to binary, the 16 octal digits equal 48 binary digits, including zeros for padding. For more information see, Auto-charging Exceptions on page 414. Enable the Validation data field option for the new field. If you have renamed your Client and Matter fields, select the name of the field assigned to the Field2 row. NOTE: Setting ports may require Port Monitor software on multiple machines. Do job attributes match any rule definition?
Using the Transaction Import Wizard To use the Transaction Import Wizard, do the following: 1. Suspending, Resuming, or Removing a Scheduled Task You can stop a scheduled task from running by either suspending or removing it. The External Disbursement mode interfaces with an external device such as a postage meter. Decimal Digit Width. 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. C. Click on Test to test the specified connection ID if required. Specify a constant value by which item price should be adjusted. Click OK to save the changes and return to the Disbursement type configuration and access permissions dialog box. However, you can use this workflow as a general guideline for initial implementation. Name Each rule must have a unique name.
Maintaining Validation Codes To keep your system up-to-date, you may need to modify validation code attributes, or remove validation codes from the CAS entirely. For example, if you select the UserCode field in the list, you might want the field on the popup or console to show the label User ID. Select No from the Suspended drop list. Adding a PageCounter CDR Device Incoming Data Source Follow these steps to add a PageCounter CDR device incoming data source to a call site: 1. The Terminal Updater displays all defined devices in the Terminal device list. Disabling this relationship also disables the Client field. Open the file and search for Internet Port. • Give the import input field a unique field name.
This makes prior entry of the client code optional for users, and allows them to either enter the client code first, or proceed to the matter code for code entry. This format is accepted by most financial and accounting packages as it is a more common import export method allowing the import application to recognize when a field ends and a new one begins regardless of field length. Equitrac Professional continues to track and bill for all printing done while suppressing the popup, automatically filling the required details on the basis of Hide mode values you specify for this popup style. 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. These are user-defined values.
Note: The dash is considered a character. C. Total cost prompts the user to identify the total sum value of the disbursement. If the change is successful, the utility displays "A level 5/5 set_config request successfully committed... " If unsuccessful, the utility displays, "Set_config call failed. " Select User Rights Assignment. A class is simply a way of grouping users that are granted a common set of privileges. You will receive an error if you attempt to enable both modes because they use the same interface port. The Equitrac Professional Web Client is both an administrative tool for running reports and a data entry tool for entering disbursements. • Select the Release documents from pull group option to configure the passthrough printer to pull documents from a pull group for printing. See Configuring Control Terminal Mode Options on page 293 for details on active terminal modes.
Track mailbox & proof printing. It is strongly recommended that you only create custom parameters under the direction of a qualified Equitrac technician. NOTE: Deleted devices cannot be re-added to the database as the same device. Equitrac Professional evaluates these settings after evaluating the tracking hierarchy. • Click Select All Types to change all disbursement type permissions. You can enter up to 3 additional SmartPrompts. CAS still tracks transaction details for reporting purposes, but does not apply any pricing information for the purposes of cost-recovery. 12 For each field you want to map from your database import, click Add Field. Character Types There are four types of characters on Equitrac control terminal keyboards; you can meet most syntax requirements using these four basic formats: • Alphabetic: includes all letters from A to Z. • The user will receive a warning that the document attributes meet or exceed criteria defined in the print rules for that device. Importing users through Active Directory Services. For information on adding devices, see Physical Devices on page 187, Configuring Control Terminals on page 269, and Embedded and Controller Interfaces on page 215. For example, if you want to monitor a device for recurring paper jams, you can set the number of occurrences to 5 jams over the course of 2 days. Similarly, if the user specifies the print job as full color, but releases the job on a machine that supports black and white only, the output is black and white, but Equitrac Professional charges for color, depending on the price list on the release machine, and color attributes that are recorded in the database.
Release one document per session. By default only Active Directory administrators have access permission. Can be used with any EQ print monitor. For more details, see Device Monitoring with DME on page 225. You will be taken to the step 5: summary. The DMS grants access based on the user type of the user name-password combination you provide. See Creating Device Pull Groups on page 241 for details.
If you specify that a matter is inactive, users cannot charge transactions to it. Make your required changes. In the Download behavior section, change the Maximum number of concurrent database downloads from the default number 3, if required. Document Routing Engine The Document Routing Engine (DRE) is the print server.