Within Equitrac Professional, you can assign proxies at a global or regular level, the latter covering both users and locations. Equitrac office 5.7 system requirements pdf. See Configuring Show/Hide Popup Options on page 359 for more information on configuring overrides for billable/non-billable/inherited status on the basis of popup triggering rules. The slash (/) must separate each individual syntax string. He therefore uses a starting digit of 28 for the ID code. There are three sections to Release Station Configuration: • Operation: provides general application parameters, such as options for security, session time-outs, and nonadministrator restrictions.
In=Incoming, Out=Outgoing. DDD multiplier Use this parameter to adjust the tariff cost reported by the rate table. This ensures that all long-distance calls are promoted to transactions and stored in the database. NOTE: We recommend creating a new prompt style that includes the user code to ensure that all transactions are assigned to a corresponding user. An Add Domain Controller dialog box opens. If the Release Station enables multiple document releases, you can click Print all to release them in a batch. Equitrac office 5.7 system requirements list. The DRE registers a print queue and port for the physical device with the Equitrac Professional database the first time a user prints to that device. In the Device listing, right-click a physical device and select Add embedded interface. If you include the /E escape code and the printer generates an extra blank page between the separator page and the print job, remove this escape code. Clearing Permissions You can remove the access permissions to disbursement types or classes.
• For User class access groups, select the particular User class from the drop-down list, or to allow all. Color + duplex + heavy. M. indicator, as well as the delimiters (if any) between those fields. Older systems, such as Microsoft Mail, may not support SMTP. If the user presses F2 for Select, they can browse the list of jobs on the local server. Equitrac office 5.7 system requirements pc. 36 CAUTION: The TPC Application version 2. x. x must only be used with the corresponding Platform Firmware version 2.
10 Select and expand the device to view the port and print queue for the device you just added. The show code as asterisks option for On NonBillable Only fields. These options may vary depending on the document management system; please refer to Configuring Equitrac Professional For DMS Integration on page 449 for details on configuring your DMS integration, and Configuring Show/Hide Popup Options on page 359 and Legacy Configuration Options in the Popup Designer on page 361 for details on DMS-specific options within the popup designer. Right-click on a interface device in the right pane and select: • Controller synchronization > Force a poll to poll the device for new documentation output details. Defining custom types requires that you customize default Equitrac Professional data fields and designate them as validation data fields. If the card data... Then... tches a common HID card encoding format,.. the common card encoding format to determine the start and end positions of the facility and ID codes. The DRE manages communications with physical printing devices. Select a PageCounter Type from the drop list.
If you cannot resolve the problem on your own, gather the following information before contacting Technical Support: Record the Information Where to find it... Excluding Applications The exclusion list specifies applications that Equitrac Professional does not track, and is applicable to all desktop printer clients (non-DRE printing only). If, for example, your time and billing system does not use a client/matter validation code structure, but rather a single-tiered validation code, disable the parent/ child relationship between clients and matters in Equitrac Professional. Set the field state attribute from the drop list. Equitrac Professional primarily deals with two types of data: validation data (consisting of user, client, and matter data) and transaction data. Click OK to save your settings. Using the Release Station Configuration Tool.................................................................... Configuring Release Station Operations......................................................................... Configuring the Release Station View............................................................................ Configuring Printers in Release Station.......................................................................... However, if your time and billing system or external database contains validation codes for your custom types, you can import them in addition to your user, client and matter codes. C. Equitrac Professional collects the device data and automatically registers the devices in the Equitrac Professional Core Accounting Server under the default class. Once you assign this value to a field, it is no longer listed as a visibility option for other fields.
For more information, see Creating a Device Class on page 183 and Setting Application Class Overrides on page 351. If you experience problems with a separator page, remove the Equitrac Professional escape codes from the file, then ensure that the page prints correctly under a non-DRE controller printer. Use this feature to determine precedence between trunk groups and routes when processing calls. Xerox Controller Interface Configuration Complete the following procedure to configure a controller interface for a Xerox device. Billable table match. You can also change the order in which the selected columns appear in the Release Station display. Consider the following syntax format examples: For the UserCode field, you might want to force users to enter their Windows user credentials, which are typically alphabetic characters only. Choose the device to remove, then select Delete from the list of current tasks. Therefore, use caution when importing users from your time and billing system. To test FTP connectivity, open a command prompt and enter the following FTP commands: ftp> open User ((none)): partner Password: rtclient ftp> cd rtupdate/partnerScripts ftp> GET. The terminal will then search the select print queue for documents printed by this user. The instructions below describe how to assign both a general configuration set and a fax configuration set to a new TPC. Editing Phone Speed Codes To edit a phone speed code, do the following: 1. For full details, see Planning General TPC Configuration Sets on page 304 and Planning TPC Fax Configuration Sets on page 311.
Drag and drop the exception rule to a new position. If you are using Equitrac Professional's print tracking functionality, use the drop list to select a popup Style for the current class. Record incoming faxes By default, the fax device will store a record of all incoming fax transactions. Choose the combination of options that will make up this configuration set, then press OK to save the set. If you want to use zero-filling (automatically append or prefix a string of zeros or another character to client and/ or matter codes to fill to the needed number of characters), ensure the Enable zero-filling checkbox is selected and fill in the appropriate information. Workstation ordering When workstations are added to System Manager using Workstation Network Printer Consolidation, they are grouped by the referenced Printer Name at the workstation. Validation Data is imported from the external database into the Core Accounting Server. Record the HID decoding values in the TouchPoint global options dialog (see page 339). Use the Select Group dialog to choose groups that have access to the selected Web Client function. DME has received an unrecognized error status. Do not enter a value greater than this maximum. You may also need to configure a TPC with advanced settings.
When you delete a code from the system, Equitrac Professional removes the record from the database, losing all information associated with the code. If negative, the device remains locked and the user is not validated. • Navigate to and select a device list file, and click Open. If you are using the control terminal to monitor transactions on a device, the final step in adding the control terminal is to associate it with the physical device. For information about installing and configuring PageCounter CDR devices, see the documentation for that product. • Continues uploading firmware to valid terminals in the list. Passthrough Printers Equitrac Professional does not communicate directly with certain physical printers, such as those using proprietary communication protocols outside of Raw or LPR. Defining Page Detail Pricing Rule Criteria When you define price lists to use with Equitrac Professional, be aware of how page pricing rules affect the final price: • Equitrac Professional prioritizes document attributes. Select one or more documents in the queue list and click Details. User is looked up based on the authorization code. Change the Mode Name from the default if you require a more descriptive name or if you have two disbursement modes and want to differentiate them. Open the printer's Properties dialog box.
Deselect the Required checkbox for the client field in the popup style editor. Familiarize yourself with the various scheduling options available in Equitrac Professional before adding tasks. Client popup styles also affect what the user sees on TouchPoint Consoles and on any embedded devices configured.
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