Embedded Canon MEAP 1 - Equitrac Corporation€¦ · CAN-1.4-20160914 Equitrac Embedded for Canon...

Embedded for Canon MEAP Setup GuideVersion 1.4

CAN-1.4-20160914© 2016

CAN-1.4-20160914 Equitrac Embedded for Canon MEAP 1.4 Setup Guide | 2

Equitrac Embedded for Canon MEAP 1.4 Setup Guide Document History

© 2016 Nuance Communications, Inc. All rights reserved.All rights to this document, domestic and international, are reserved by Nuance Communications, Inc. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise) without prior written permission of Nuance.

Trademarks

Equitrac®, Equitrac Express®, Equitrac Office®, Follow-You Printing®, and PageCounter® are registered trademarks of Nuance Communications, Inc. All other brands and their products are trademarks or registered trademarks of their respective holders, and should be noted as such.

Symbols Used In This Guide

The following symbols are used in the margins of this guide:

Revision Date Revision List

September 14, 2016 New Devices/Card Reader Web Link

February 29, 2016 Updated for Equitrac Office/Express software version 5.6

April 18, 2013 Updated for Equitrac Office/Express software version 5.0

November 2, 2012 Updated for Equitrac Office/Express software version 4.2.5

May 2, 2012 Updated for Equitrac Office/Express software version 4.2.4

November 9, 2011 Updated for Equitrac Office/Express software version 4.2.3

July 5, 2011 Updated for Equitrac Office/Express software version 4.2.2

July 5, 2010 Updated for Equitrac Office/Express software version 4.2.0

April 29, 2010 Initial document release for Equitrac Office/Express software version 4.1.1

Note The accompanying text provides cross-reference links, tips, or general information that can add to your understanding of the topic.

Caution The accompanying text provides key information about a step or action that might produce unexpected results if not followed precisely.

Warning Read the accompanying text carefully. This text can help you avoid making errors that might negatively affect program behavior.


Contents

1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Product Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Supported MFPs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6USB Availability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

2 Pre-Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Pre-Installation Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Planning the Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Equitrac Installer Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Planning a Bulk Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Licensing the Embedded Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Downloading the Embedded Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Download a Local Version of the Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

3 Configuration and Install Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Creating Configuration Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Creating Install Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

4 Embedded Application Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Machine Status During Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Using the Equitrac Embedded Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Performing a Single Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Performing a Bulk Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Verifying the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

5 Server-Side Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Configuring the Embedded Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Configure Embedded Device Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Configuring Authentication Prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Configuring Card Self-Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Configuring Follow-You Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Enabling Release Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

6 User Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Using the Card Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Logging in with a Magnetic Stripe Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Logging in with a Proximity Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Contents


Logging with Campus Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Registering Swipe Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Using the MFP Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Using Follow-You Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Setting Print Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Using Multi-Server Follow-You Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Accessing the Device Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

7 Administrator Reference Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Canon System Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Offline Mode and the Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Administrator Tracking and Validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Normal Users and Departmental Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Transactions, Power Failure and Offline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Behavioral Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Configure the Equitrac Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

8 Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Obtaining Equitrac Embedded Installer Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Obtaining Device Application Logs from the Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Obtaining Device Application Logs from the Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

9 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Appendix A: Manual Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Configuring Administrative Access on the Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Configuring the Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Manually Installing the Equitrac Embedded Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Configuring the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Appendix B: Uninstallation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Automated Uninstall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Manual Uninstall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75


Introduction

Product OverviewThis product is an embedded application for select Canon MEAP iR (imageRUNNER) models. It provides a custom front panel user interface for authenticated user access to the device—for job control and tracking, and Follow-You Printing®. The product works in conjunction with an Equitrac Office/Express server.

Features for user access include:

• Authentication against the Equitrac Core Accounting Server (CAS)

• Support for Primary, Secondary and Alternate PINs

• Server-based licensing

• Offline support

• Separate user and administrator login privileges

• USB card reader support for identification and authentication

Features for job control and tracking include:

• Copy tracking, with account limit enforcement through Copy Stop

• Scan tracking, with account limit enforcement at login

• Fax tracking (incoming and outgoing) with account limit enforcement at login on outgoing faxes

• Power failure protection for billing integrity

Features for Follow-You Printing

• Secure Document Release (SDR) with authenticated login

• Full multi-server Follow-You print release from multiple Equitrac print servers

• Release key (Equitrac Express feature)

• Force Monochrome

• Print and Save

• Set number of copies to print

TopicsProduct Overview

Installation Overview

11


Chapter 1: Introduction

Once Equitrac Embedded for Canon MEAP is installed on the device—and properly licensed and configured—the application fully secures the console login on the device. The web interface is secured with user ID and password logins. Authenticating the user allows the embedded application to report user job activity to the CAS server, and facilitate access to the Secure Document Release application.

Supported MFPsCanon MEAP iR (imageRUNNER) devices (Equitrac embedded version 1.4 - MEAP versions 2.x and 3.x)

For a list of Equitrac Embedded for Canon MEAP supported MFP models and Card readers, visit https://nuanceimaging.custhelp.com/app/imaging/supported_devices/

NOTE: This release of the Equitrac Embedded application only supports MEAP 2.x and 3.x (iR) devices, and does not support MEAP 4.x (iR-ADV) devices. There is another version of the embedded application that supports 4.x (iR-ADV) devices. 1.x devices are not supported by any version of Equitrac software.

USB AvailabilityNot all Canon MEAP devices support USB card readers. Please contact your local Canon Sales Representative for more information.

http://www.equitrac.com/devices/canon.asp

https://nuanceimaging.custhelp.com/app/imaging/supported_devices

https://nuanceimaging.custhelp.com/app/imaging/supported_devices

http://www.equitrac.com/devices/canon.asp

http://www.nuance.com/for-business/by-product/equitrac/supported-devices/index.htm

http://www.nuance.com/for-business/by-product/equitrac/supported-devices/canon/index.htm

https://nuanceimaging.custhelp.com/app/imaging/supported_devices/



Installation OverviewThe embedded application is part of an integrated enterprise solution. A proper installation involves more than placing a binary on a file system. All the parts in the integrated solution must be properly addressed to provide a complete installation.

ScopeThe installation chapters focus on the steps required to add the embedded application into an existing enterprise solution. They do not outline how to setup and install the enterprise solution itself. Refer to the other guides supplied with the Equitrac Office/Express CD to complete the enterprise solution.

The installation chapters do not cover the following:

• Initial server setup, installation or configuration. However, server setup and configuration relevant to the embedded application is included or referenced.

• Initial MFP setup or installation.

• Any network setup or configuration.

Manual vs. AutomatedThe installation process of the embedded application involves multiple steps that must be carried out sequentially for a complete installation. It is important that these steps are followed carefully to ensure a successful installation.

Because of the complexity of the install, Equitrac provides an Embedded Application Installer that automates most of the installation phases of the embedded application. However, some installation phases still need to be completed manually at this time. It is recommended that the automated installation process be used as much as possible.

Although the majority of the installation is automated, the complete manual installation instructions are provided as a backup for the automated process. See Manually Installing the Equitrac Embedded Application on page 68.

NOTE: The manual install is not intended to be used in place of the automated install. Reverting to the manual process should only be done with direction from Equitrac support staff.

StrategyIntegrated solutions require install strategy, and pre-planning is key to a successful installation. You cannot simply download the application and install it on the MFP. Installation without a strategy can take days or longer as you work through the problems for failing to pre-plan. Understanding, knowing and executing a proper install strategy can result in an installation of less than an hour for a single machine and minutes per MFP for bulk installations.



There are nine areas of the enterprise solution that must be addressed for proper installation of the embedded application. Some are manual only tasks, and others have automated support. The preferred task execution order is as follows:

Task Method Description

Downloads Manual only Acquire the installation materials and licenses. The application must be downloaded from Equitrac. The installer must be accessible through the Internet or downloaded from Equitrac.

Firmware Manual only The MFP must have the latest firmware or be upgraded to the latest firmware.

License Manual only Must be completed on the Equitrac server. The server may require licenses for certain product features and MFPs, and will require proper licenses for each instance of the embedded application.

Printer Port Manual only The print server must be setup with knowledge of the MFP. The server manages a configuration of the MFP for printing, with or without the embedded application installed.

Installer Setup Automated or Manual

The MFP must be configured appropriately to receive the embedded application. If using the automated installer you should pre-create your install sets and config sets.

Install Application

Automated or Manual

The embedded application must be installed on the MFP.

Configure Application

Automated or Manual

The embedded application must be configured.

Configure Server

Manual only The server must be configured for the embedded application.

Verify Manual only The installation must be verified with an execution of a user workflow.


Pre-Installation

Pre-installation involves steps that you can take in preparation before installing the Equitrac Embedded application. All the MFP device and the server pre-installation (except the printer ports) can be done before the devices are delivered to their destination. Planning is a key component of pre-installation.

Additional DocumentationIn addition to this guide, ensure that you have any documentation related to your Equitrac product suite and for your MFP. This guide does not provide any information for third-party software (including databases) or operating system support.

You may need to refer to one of the following documents when performing server-side configuration tasks. These documents are located on the Equitrac product CD, and are installed automatically with any server-side component in the Program Files\Equitrac\Office\Documentation or Express\Documentation folder.

TopicsPrerequisites

Pre-Installation Workflow

Planning the Deployment

Licensing the Embedded Application

Downloading the Embedded Application

Guide When to refer to this guide

Equitrac Office and Express Planning Guide

Before installing Equitrac Office or Express, use this guide to select the appropriate combination of product variables to support the needs of your institution or organization.

Equitrac Office and Express Installation Guide

Use this guide to perform an initial installation or upgrade.

Equitrac Office and Express Administration Guide

After installing Equitrac Office or Express, use this guide to configure advanced options for use on your campus or in your organization.

2


Chapter 2: Pre-Installation

PrerequisitesBefore you begin the installation, do the following:

• Ensure you have met the system requirements for your multi-functional products (MFP) and Equitrac Office/Express installation.

• Obtain the IP address or DNS name for the Equitrac Office/Express Device Control Engine (DCE) server.

• Install or upgrade your Equitrac server applications or database.

• Ensure Java software version 1.4 or higher is installed on the system from which you are installing the Equitrac Embedded application.

• Open the appropriate firewall settings. To enable communication between the MFP and the server, copier access to the server requires port 2939. To enable remote installation on copiers, open ports 8000 and 8443.

• If eCopy is installed on the device, uninstall the application. It can later be reinstalled after installing the Equitrac Embedded application. Equitrac recommends upgrading to the latest version of eCopy before reinstalling it.

• Confirm MFP administrator authentication credentials (Equitrac System Manager ID, system password, and SMS password)

NOTE: To install and configure the Equitrac embedded and server components, you must have administrative access (including valid Windows network credentials with assigned administrative rights) to the network machine hosting the web service, and to the machine hosting the Equitrac server components. Your Canon technician will provide the default administrative credentials for the device.

Pre-Installation WorkflowThe installation process for the Equitrac Embedded for Canon MEAP follows this general workflow:

1 Plan the deployment. Decide whether a single or bulk install is required. Identify how many Configuration and Install sets are required.

2 Verify or upgrade the MFP firmware. Contact your local Canon service technician.

3 Obtain the necessary licenses from Equitrac. This includes proper licenses for the embedded application. This may also include licenses for certain product features and for all MFPs. Refer to the Equitrac Office and Express Administration Guide.

4 Install the applicable licenses on the Equitrac Office/Express server. See Licensing the Embedded Application on page 13.

5 Download the Equitrac Embedded installation file for Canon MEAP from Partner Portal. See Downloading the Embedded Application on page 15.

6 Download local version of automated Installer if required. See Download a Local Version of the Installer on page 15.



Planning the DeploymentBefore you use the Equitrac Embedded Installer to deploy the Equitrac Embedded software, it is recommended that you develop a deployment plan. The Installer allows you to install the software on a single MFP device or on multiple devices at once.

1 Identify the IP address of each MFP device.

2 Identify the address of the host server on which each DCE service is running.

3 If there are multiple DCEs, identify which devices are assigned to each DCE.

4 Gather the required information for each unique Configuration Set. If multiple configurations sets are required, develop and document applicable file naming conventions for each set.

5 Identify each unique Install Set required when performing a bulk install. Gather the required information for each set. Develop and document applicable file naming conventions for each Install set.

Equitrac Installer Terms

Single Install

A process that installs and configures the Equitrac Embedded software on a single MFP device. A single install is appropriate when installing to 5 or less devices.

Bulk Install

A process that installs and configures the Equitrac Embedded software on multiple MFP devices at the same time. A bulk install allows you to reference different device groups (e.g. iR or iR-ADV devices) and DCEs in the same install, and allows you to time-delay the installation process. A bulk installation is useful when installing to a large number of devices at the same time, or when running an install outside normal business hours without anyone to attend to it.

Device Group

A group of devices that all use the same Equitrac embedded application. For example, iR and iR-ADV devices use two different variations of the Embedded application, therefore iR and iR-ADV devices are considered different device groups from each other.

Configuration Set

A configuration set is a file that contains the reference to the device-specific Equitrac Embedded software zip file, and contains information about how the specific device must be configured to run the embedded software. A configuration set is required for both a single or bulk install. The settings in the configuration set may vary by device group. A separate configuration set is required for each group. In a bulk install, the same configuration set can be used in different install sets, as long as all the devices referenced in the install set are from the same device group, and have the same configuration settings.

You should familiarize yourself with the settings that can be defined in a configuration set, and then review the current settings on each device before creating configuration sets. Any settings defined in a configuration set will overwrite the existing device settings.



Install Sets

An install set is a file that contains a list of MFP device IP addresses to which the Equitrac Embedded software is installed, the IP address of the host server on which the DCE service is running, and a single configuration set file. Install sets are only required for bulk installs. Multiple install sets can be defined in a bulk install.

A new install set is required if any of these components change:

• A device IP address.

• The DCE server IP address.

• The configuration set containing the device-specific embedded software.

Planning a Bulk Install A bulk install allows you to install the Equitrac Embedded software on multiple devices at one time. Consider the following when planning a bulk install:

• A bulk install can include different device groups, as well as multiple DCEs. The bulk install process uses install sets to define each device group and DCE combination.

• A bulk install can contain multiple install sets.

• A bulk install can be scheduled to start at specific times on a series of days.

The following scenario illustrates how to identify the number of configuration sets and install sets required for a bulk install consisting of two device groups and two DCEs

1 Identify the number of DCEs. A separate install set is required for each DCE. In this case, a minimum of two install sets are required—one for DCE 1 and one for DCE 2.

2 Identify the number of device groups on each DCE. In this case, DCE 1 is comprised of both iR and iR-ADV device groups. Therefore, DCE 1 must contain two separate install sets with each referencing different device-specific configuration sets—one for iR and one for iR-ADV devices.

As a result, in this scenario a total of three install sets are required to perform the bulk install.

• Install Set 1A – configuration set 1 for iR device group on DCE 1

• Install Set 1B – configuration set 2 for iR-ADV device group on DCE 1

• Install Set 2 – configuration set 2 for iR-ADV device group on DCE 2



Licensing the Embedded ApplicationYou require one embedded device license for each physical MFP device running the Equitrac Embedded for Canon MEAP application. Please consult your Equitrac sales representative or independent reseller to obtain the correct license(s) for the product.

Licensing requires a combination of a serial number and an activation code to enable each Equitrac Embedded device. Although the serial numbers are supplied with the software, you must also enter an activation code. You can enter this code automatically through an Internet connection or manually by requesting the codes by telephone or email. Regardless of the method used, follow the instructions below to apply licenses and activate components.

1 Start Equitrac System Manager by selecting Start > Programs > Equitrac Office/Express > System Manager.

2 In the Select Accounting server dialog, choose the CAS with which Equitrac System Manager is associated, then click Connect. If the server is not listed, enter the host name or IP address in the server field.

3 When System Manager opens, click Licensing in the left menu pane.

4 Under Current tasks, click Add license.

5 When the activation window opens, click Next to start the activation process.

6 Enter the serial numbers for the components you want to activate. These serial numbers were supplied with your software. After you enter each complete serial number, click Add to add it to the list, then enter additional serial numbers as required.

7 When all numbers are entered, click Next.

8 Select Automatic online activation or Manual activation, and click Next. Select Manual Activation if you do not have a connection to both the Internet and CAS.

9 For Manual activation, do the following:

a Contact Equitrac support to obtain the correct activation codes.

b After receiving the required activation codes, click Finish to continue.

c On the Add licensing Information dialog box, enter the Activation code, and click Add.

The activated software license appears in System Manager.

10 For Automatic online activation, do the following:

a In the Embedded device licensing screen, select Canon from the Manufacturer list, then click Next.

b Follow the Activation wizard prompts to provide contact information. If you have already registered one or more Equitrac components, the Activation wizard fills the form with previously-collected data.

c The Activation wizard displays a Collecting information... message while retrieving system data. If you want to omit technical details about your system, click the Show technical details button and select the information you do not want to transmit. You must transmit the following:

• Accounting server serial number

• Domain-qualified print server name

• Organization name as registered in Windows

• Fully-qualified server DNS name



d When the Activation wizard is ready to transmit the information, review the collected data. Choose whether to send optional data with your activation request.

NOTE: The Activation wizard transmits data using an HTTP connection to the Equitrac activation server. If the connection fails, the Activation wizard prompts to confirm that you have configured the default gateway correctly, and that the Internet is accessible from this machine. Retry or cancel the activation request at this point. If you cancel, the Activation wizard prompts you to use manual activation instead.

e Once the Activation wizard sends the activation data and Equitrac returns the activation code, the Wizard automatically records the license activation in Equitrac System Manager, and displays a summary of the activation results:

• Activation code

• Description

• Serial number

• Status (either Success, Invalid; the serial number and activation code is an invalid combination, or Denied; the serial number was valid but not accepted).

If the License is Invalid

If the status is Invalid, ensure that you entered all serial numbers and activation codes precisely. Each component requires a separate license—unless you purchased a suite license. If the problem persists, contact the Equitrac Customer Support Center to resolve this problem.

If the Serial Number is Denied

If the status is Denied, the serial number may already be registered to a different system ID. Contact the Equitrac Customer Support Center to resolve this problem. Switch to the Assignment View in System Manager, to see the number of licenses purchased and the number of licenses used.



Downloading the Embedded Application Before you run the Equitrac Installer, you must download the embedded software zip file.

WARNING: Do NOT extract the contents of the zip file.

Equitrac Partners

If you are an Equitrac Partner, you can access the software on the Partner Portal website.

1 Open a web browser, and enter http://partners.equitrac.com in the address field.

2 Login to the site with your user credentials (User Name and Password).

3 Navigate to TECH SUPPORT > Software Downloads > Equitrac Office/Express, and follow the links to access the current release of the Equitrac Office/Express software.

4 Select the Appropriate Canon MEAP solution for your MFP.

5 Save the software zip file into a folder on your network drive or local machine. Note where you have placed it so you can find it later. Do NOT unzip the file.

Customers

Contact the Customer Support Center to obtain the URL to the Equitrac download page. Once you have the URL, do the following:

1 Open a web browser, and enter the provided URL in the address field.

2 Click the Documentation and Software Download page link.

3 Scroll to the bottom of the page, and under Equitrac Embedded for Equitrac Office/Express click the appropriate Canon MEAP solution for your MFP. The software downloads.

4 Save the software zip file into a folder on your network drive or local machine. Note where you have placed it so you can find it later. Do NOT unzip the file.

Download a Local Version of the InstallerYou can download a license-free, time-limited local copy of the Embedded Installer that can be used in the same way as the traditional online method. This is useful if you are installing Equitrac Embedded in an environment that has restricted network access, or you cannot access the Installer from the installation URL. Determine ahead of time if this is the case, and obtain the software from any Internet enabled connection before you proceed to the restricted environment to perform the installation.

CAUTION: Equitrac recommends using the online Installer rather than the local version. Using an older, previously saved local version is not recommended as it is time-limited and expires after 21 days—rendering it unusable once expired.

NOTE: Downloading another local version of the Installer is not available from within the local Embedded Installer. You must connect to the online version to get a new copy.



To download a local version of the Embedded Application, do the following:

1 Open a web browser and enter http://download.equitrac.com/38834/installGUI.html in the Address field

The Equitrac Embedded Installer loads.

2 Click Download Local Version. A Download dialog box opens.

3 Enter a location on your local hard disk to store the downloaded files. If the location does not exist, it is automatically created.

—Or—

Click Browse, then navigate to the location you want to store the downloaded files. Create a new folder for the files if one does not already exist.

NOTE: The local version of Equitrac Embedded Installer contains multiple files. Consequently, Equitrac recommends downloading the Installer into its own folder to simplify access to the required files.

4 Click OK. The embedded files are downloaded into the folder you specified.

5 When you are ready to install the Embedded application, navigate to the folder containing the downloaded files, and open InstallGUI.html into a browser.


Configuration and Install Sets

This chapter deals with preparing device information and install information for the Embedded Installer. This will facilitate automated device configuration as part of the automated install of the application. For manual device configuration see Configuring the Device on page 67.

When using the automated Installer, you can execute an install on one device (single install), or you can execute installs over multiple devices (bulk install). When installing on 5 or less devices, a single install may be sufficient, although a bulk install will probably save you time. When installing against 100 or more devices, a bulk install makes a daunting task very manageable.

Both single install and bulk installs require a configuration set file. During a bulk install, you may need multiple configuration sets based upon the complexity of the environment. Follow the configuration set instruction for both single install and bulk installs. You may need to follow the instructions multiple times for a bulk install.

A solid filename convention is recommended (but not required). To save confusion, we recommend that you use “config” somewhere in the filename of the configuration set (e.g. CanonMEAP_ConfigSet_1), and use “install” somewhere in the filename of the install set (e.g. CanonMEAP_InstallSet_1). It is recommended that you name the configuration sets and install sets clearly, either numbering them or denoting the differences in the file name. Setting up a bulk install can become a difficult and long task with unclear file names. For your benefit, the Installer reports when it cannot interpret the content of a file. It is, however, unable to tell you what the right file was supposed to be.

TopicsCreating Configuration Sets

Creating Install Sets

3


Chapter 3: Configuration and Install Sets

Creating Configuration SetsA configuration set provides the Embedded Installer with information about how the specific device must be configured to run the embedded software. Some configuration settings are optional, and are only applied to the device if they are enabled. Any settings defined in the configuration set will override the existing settings on the device.

A configuration set is required for both single and bulk install. In a bulk install, the same configuration set can be used in different install sets, as long as all the devices referenced in the install set are from the same device group, and have the same configuration settings. The configuration set must be created before installing the embedded software.

NOTE: Any settings defined in the configuration set will override the existing settings on the device. Before proceeding, review the current settings on each device to identify which settings need to be changed, and to ensure that changes do not negatively impact other functionality enabled on the device.

To create a configuration set, do the following:

1 Open a web browser, and enter http://download.equitrac.com/38834/installGUI.html in the Address field.

NOTE: If you downloaded a local version of the Embedded application, open the InstallGUI.html file saved on your system.

2 From the Installer menu, click Configuration Set.

3 In the Configuration Set dialog, click Create and navigate to the zip file that you downloaded with the embedded software. See Downloading the Embedded Application on page 15.

4 Select the file, and then click OK. The Config Set dialog box opens.

5 In the Administrator Access section, the first pair of Admin ID and Password fields are the values originally on the device. The second pair are what they should be changed to as part of installation. The Installer automatically



recognizes when the Admin ID and Password have already been updated. See Administrator Reference Material on page 49.

NOTE: The Administrator in this case is the Canon System Manager.

6 In the Default Login Department section, set the Dept ID and Dept Password of the department to use, or create for a normal user login. See Administrator Reference Material on page 49.

7 Click Next.

8 If the domain name on the device(s) is incorrect or blank, select the Configure Domain Name checkbox and enter the Domain Name. An incorrect or blank domain name may affect scan-to-email operations after the embedded application is installed.

9 The Host Name may be used during scan-to-email, and the name may contain characters that are illegal in emails. The Installer checks the host name for illegal characters. If you want the Installer to automatically fix the host name, select the Verify and Fix Host Name checkbox; otherwise the Installer will abort the install if it detects illegal characters. Failure to have a legal host name may disable scan-to-email operations after the embedded application is installed.

10 If the default email address is blank or incorrect on the device(s), select the Configure Default Email Address checkbox and enter the Email Address. Failure to have a legal email address may disable scan-to-email operations after the embedded application is installed.

11 Click Next.

12 If the DNS server address is incorrect, select the Configure DNS checkbox. An inoperative or bad DNS address may impact the performance of the device(s) after the embedded application is installed.



If selected, enter the Primary DNS IP and the Secondary DNS IP addresses.

13 If the WINS server address is incorrect, select the Configure WINS checkbox. An inoperative or bad WINS address may impact the performance of the device(s) after the embedded application is installed.

14 If you configured the WINS address, you may also wish to enable or disable the WINS resolution. Select the Enable WINS Resolution checkbox to allow server name lookup.

If selected, enter the WINS IP address.

15 Click Next.

16 Select the Enable Debugging checkbox if you require logging.

17 Select the Function Access you wish to modify:

• Allow Black Printer Jobs with Unknown IDs.

• Allow Remote Scan Jobs with Unknown IDs.

NOTE: If users are prompted for Canon department IDs when printing to the device, DO NOT select these options.

18 Select the Enable USB checkbox if the device(s) use a USB card reader. Enable this option even if only some of the devices use a USB card reader, or have other USB devices attached.

19 Enter a Time until logout or clear (minimum time is 180 seconds)

20 Click Next.

21 In the Save Configuration Set to a File dialog box, name the configuration set and click OK.



Creating Install SetsAn install set contains a list of MFP device IP addresses to which the Equitrac Embedded software is installed, the IP address of the host server on which the DCE service is running, and a single configuration set file.

1 From the Installer menu, click Bulk Install. The Bulk Install dialog box opens.

2 Click Create Install Set. The Install Set Editor dialog box opens.

3 In the IP Address/MFP Name field, type the IP address or DNS name of the first MFP to be included in the set and then click Add. The IP address appears in the list above.

4 Repeat this step for each MFP to be included in the set has been added to the list. Remember to click the Add button for the final IP address or it will not be recorded.

5 In the DCE Server Address field, specify the IP Address or DNS name of the host server on which the DCE service is running.

6 In the Configuration Set field, enter the path to the configuration set file, then click Select.

—Or—

Click Browse and navigate to the existing configuration set file.

—Or—

Click Create if the configuration set does not exist. See Creating Configuration Sets on page 18.



NOTE: You can use the Edit button to view or make changes to the configuration set before continuing. Changes are saved back to the configuration set file.

7 Click OK on the Install Set Editor. The Save Install Set to a File dialog box opens.

8 Click Browse, and navigate to the location where you want to save the new install set.

9 In the Filename field, type a name for the install set file, then click OK. You are returned to the Bulk Install dialog.

After creating the necessary configuration sets, but before running the bulk install, you need to verify that the configuration set is valid and configures the device as expected. Prior to running a bulk install, you can perform a "test" install on a set number of devices (e.g. one or two devices). Once you have verified the configuration set behaves as expected, you can run the bulk install against all the devices.


Embedded Application Install

This chapter discusses how to install the Equitrac Embedded for Canon MEAP application using the automated Equitrac Installer. Although the installation is automated, the complete manual installation instructions are provided as a backup for the automated process. See Manually Installing the Equitrac Embedded Application on page 68.

NOTE: The manual install is not intended to be used in place of the automated install. Reverting to the manual process should only be done with direction from Equitrac support staff.

This guide assumes that you are installing the Equitrac products (servers and embedded solutions) in a Windows network environment. This guide does not provide any information for third-party software (including databases) or operating system support.

You need to use a web browser to complete the installation. Equitrac recommends using Internet Explorer 7.0 (or higher) or Mozilla Firefox 3.1 (or higher) with the pop-up blocker disabled.

Machine Status During InstallationThe Canon device needs to be considered "out of production" for the installation process. Failure to take the device out of production may result in failed installation and/or termination of user jobs. Due to device reboots during installation, user activity on the device will be negatively impacted. There is also the possibility that user interaction during installation may cause the device to appear to crash.

The network needs to remain intact since the install process will be executed through the network. It is recommended that installation be executed during off hours, or that users be notified that the device is out of production during the installation period.

Printing should be avoided during the installation process. Printing will not negatively impact the installation, but the print job may be prematurely terminated upon device reboot. It is recommended that you pause the printers on the print server during installation. Un-pause the printers before executing tests.

During the installation process, administrator access to the device should be avoided. The automated Installer logs in to the Canon SMS service and leaves it locked out for the entirety of the installation. If an administrator is currently logged into SMS, the installation will not proceed.

TopicsUsing the Equitrac Embedded Installer

Performing a Single Install

Performing a Bulk Install

Verifying the Installation

4


Chapter 4: Embedded Application Install

Using the Equitrac Embedded InstallerEnsure that you have met all the prerequisites before installing the software. See Prerequisites on page 10. Once these conditions are met, open a web browser, and enter the following URL in the address field:

http://download.equitrac.com/38834/installGUI.html

NOTE: Java software version 1.4 or higher is required to run the Installer.

The Equitrac Embedded Installer loads:

The following options are available:

Single Install

Allows you to install the Equitrac Embedded software on a single MFP device.

Bulk Install

Allows you to install the Equitrac Embedded software on multiple MFP devices at the same time.

Uninstall

Allows you to uninstall Equitrac Embedded from a particular MFP. See Automated Uninstall on page 73.

Configuration Set

Allows you to define and save the device-specific configuration options necessary to install the Equitrac Embedded application. The same configuration set can be used on multiple installs. You must create your configuration sets before you the install the embedded software. See Creating Configuration Sets on page 18.

Download Local Version

Allows you to download a time-limited local copy of the Embedded Installer to use in situations where network access is restricted. See Downloading the Embedded Application on page 15.

WARNING: If access is not restricted, it is recommended that you use the Installer on the Equitrac site to ensure that it is up to date with the latest supported printers and/or patches.



Performing a Single InstallTo install the Equitrac Embedded application, do the following:

1 Open a web browser, and enter http://download.equitrac.com/38834/installGUI.html in the Address field.

NOTE: If you downloaded a local version of the Embedded application, open the InstallGUI.html file saved on your system.

2 From the Installer menu, click Single Install. The Single Install Setup dialog opens.

3 In the Copier Address field, specify the IP Address or DNS name of the MFP device.

4 In the DCE Server Address field, specify the IP Address or DNS name of the host server on which the DCE service is running.

5 In the Configuration Set field, enter the path to the configuration set file, then click Select.

—Or—

Click Browse and navigate to the existing configuration set file.

—Or—

Click Create if the configuration set does not exist. See Creating Configuration Sets on page 18.

NOTE: You can use the Edit button to view or make changes to the configuration set before continuing. Changes are saved back to the configuration set file.

6 Select the Do MFP Configuration checkbox.

CAUTION: This option automatically sets up the MFP with the correct settings, and should only be turned off, by advanced install personnel, where the device configuration is known to be sound, and the speed of the install is a factor.



7 Click OK to begin the install. The Install [IP] dialog box displays. As the installation proceeds, entries appear in the dialog box tracking the progress.

8 Click Done when the installation completes.

NOTE: Installation takes approximately 10 minutes to complete. During this time, only the Cancel button is available. When the installation completes, a message appears in the dialog box indicating the success or failure or the installation, the Retry and Report buttons become available, and the Cancel button is replaced with a Done button.

The install logs can be found in C:\EquitracInstallLogs on the machine running the Installer. These logs are very useful in the event of an installation failure. The logs for a failed install can then be sent to support to assist in setting up a successful installation. See Log Files on page 57.

Performing a Bulk Install1 From the Installer menu, click Bulk Install. The Bulk Install dialog box opens.

2 Click Add to add existing install sets into the install set list.

3 Click Browse and navigate to the location of the saved install set file.

4 Select the file and then click OK.



The install set appears on the Bulk Install dialog box.

5 Repeat steps 2 to 4 to add each install set to the Bulk Install dialog box.

NOTE: To remove an install set from the list, select it and then click Remove.

6 In the Concurrent Installs field, enter the number of installations to run simultaneously.

NOTE: This number reflects the installs occurring at the same time. For example, if you have two Install sets with five devices defined in each, and Concurrent Installs is set to eight, when you start the install process, the process begins on the first eight (of ten) MFP devices. As soon as the install process completes on one of devices, it automatically starts on the ninth MFP device, until the full install has run on every device. Performance issues may result the higher the number of concurrent installs is set.

7 In the Batch Limit field, enter the number of test installs before stopping.

NOTE: Setting the batch limit to a small number allows you to execute a test run to verify that the configuration set is valid and working as expected. Set to a very high number when executing all installs.

8 In the Time Settings fields, enter the time range between FROM and TO in 24 hour format within which the bulk install can run.

9 In the Date Settings fields, enter the date range between FROM and TO within which the bulk install can run.

CAUTION: Time and date settings only affect when the install starts. Installs that are started when the time elapses will continue to run to completion or failure. Set your end time to allow for an install to complete.

10 Click Run.



View the Current State of an Install

When performing a bulk install, the current state of each install set appears in the State dialog box.

The possible states are:

• Loaded – The content of the install set has been loaded, but is not currently running.

• Running – The system is currently running the install set.

• Logging Problem – The system is unable to run the install process on the install set due to a local problem logging to disk.

• Fail – The system was unable to complete the install for at least one device.

• Done – The system has completed running the install set, all devices installed without error.

To view the state of a specific device within a bulk install set, in the left column, click to highlight the install set to be viewed and then click View State. The View Install States dialog box opens, and displays a list of the MFP addresses defined in the install set, with the current state of each address.

The possible statuses are:

• Success – The install process has successfully completed for the indicated device.

• Running – The install process is currently running for the indicated device.

• Fail – The install process failed for the indicated device.

• Not Started – The install process has not yet begun for the indicated device.



To view the details of a specific MFP device, click to highlight the MFP address in the left column and then click View State. The Install [IP] dialog box opens, and displays current, real-time details of the device at the selected IP address.

NOTE: The Retry button affects only the one device. To view the details of the remaining devices in the bulk install, you must select them individually and then click View State.

The automated Installer can generate logs containing installation information to help if the install encounters difficulty. For instructions on how to generate logs, see Log Files on page 57.

Verifying the InstallationAfter installing the embedded application, whether single or bulk install, make a copy at the device and verify that a transaction was successfully recorded in the server database.

1 Log in to the device either by manually entering your user credentials on the front panel, or by swiping your card on the attached card reader. See User Workflows on page 37 for details on login options.

2 Press the Login & Access Functions button to open the Canon device functions Main Menu.

3 Press the Copy icon on the Main Menu screen to access the copy function.

4 Make a copy. A basic letter-sized, single page copy is sufficient to verify a transaction.

5 Press the Log Out button to end the user session.

6 On the server, select Start > Programs > Equitrac Office/Express > Reports Manager.

7 Select the Detailed activity by device report.

8 Click OK to maintain the Select report criteria default values and generate the report. The report displays the details of the transaction, such as device IP address, user, and number of pages.

9 Verify the details of the report against the copy executed in step 3.

The successful generation of this report indicates that the Equitrac Embedded for Canon MEAP application is correctly installed on the device.




Server-Side Configuration

There are two levels of configuration required to enable the Equitrac Embedded application features on your Canon MFP; configuration at the MFP itself and on the Equitrac Office/Express server.

Server-side configuration involves specifying whether you want print release only, copy control only, or both print release and copy control.

This chapter includes instructions for configuring the Equitrac server for the embedded application. This workflow assumes you have already registered the physical device in System Manager and, if necessary, enabled secure printing at the print queue level, as detailed in the Equitrac Office and Express Administration Guide.

When performing a bulk install, the steps outlined in this chapter need to be completed once per each MFP device.

TopicsConfiguring the Embedded Device

Configuring Authentication Prompts

Configuring Card Self-Registration

Configuring Follow-You Printing

Enabling Release Keys

5


Chapter 5: Server-Side Configuration

Configuring the Embedded DeviceSystem Manager automatically creates Equitrac Embedded devices once the embedded application installed on the MFP communicates with DCE—assuming you have already configured the MFP with the location of DCE and have available licenses. If System Manager was open during the embedded installation, click Refresh in System Manager to update the list of devices.

The DCE provides license confirmation to the device, as well as passes the device information to System Manager. After a successful connection and licensing approval, the embedded device appears in the System Manager > Devices listing.

CAUTION: There is no method for manually adding the embedded device. It is auto-created as long as an embedded license was available during the setup of the MFP in the previous chapters. If a license was not available, you must press the Reset key on the MFP and it will then appear in System Manager.

Configure Embedded Device SettingsThe embedded device configuration includes enabling secure document release (SDR) and release behavior, as well as copy, scan, and fax tracking on a per-device basis.

To configure how each Canon MEAP device is controlled by Equitrac, do the following:

1 Open System Manager and select Devices to display the devices registered in System Manager.

2 Locate the physical device hosting the Equitrac Embedded device and select the embedded device.

3 Enter a Name and Description for the embedded device.

4 Specify the Server hosting the DCE associated with this physical and embedded device.

5 Select Canon MEAP from the Type drop-down list.

6 Enter the Serial number for the device. This must match the serial number as shown on the MFP itself.

7 Select the Card Reader HID decoding from the drop-down list.

For details on HID decoding, see the Equitrac Office and Express Administration Guide.



8 Click Pricing to configure pricing at the embedded device level. You can create price lists for each device function, and assign them as the default for all embedded devices, or you create price lists on a per-device basis.

For details on configuring price lists, see the Equitrac Office and Express Administration Guide.

9 To override the default tracking options for the particular device, click the link beside Tracked activities. In the Embedded device configuration dialog, select the Override default tracking options checkbox to select the options you want track, and click OK.

10 If you have defined Rule sets in Equitrac System Manager, select one from the drop-down list to apply to this embedded device. For more information on creating rule sets, see the Equitrac Office and Express Administration Guide.

11 Determine the type of Offline access users will have when the device cannot connect to the DCE.

• None: This option denies all normal user access to the device. System administrators can still access the System Administration functions.

• Cached only: With this option, only users who have previously logged into this device can access the device using their cached login credentials and any cached billing values.

• Allow all: This option permits any user credentials for login and many billing values for access to device features. If a user had previously logged in while the device was online, the user receives the standard billing prompts as configured in Equitrac Office/Express.

12 Select a Prompt for billing code option from the drop-down list. These options allow you to configure billing codes on a per device level. For more information on globally configuring billing code prompts, see the Equitrac Office and Express Administration Guide.

• Default: This option uses the global billing code settings configured in Equitrac System Manager.

• Prompt: This option prompts the user for a billing code even if billing code prompts are not enabled globally.

• Do not prompt: This option disables the billing code prompts even if they are enabled globally.

13 To enable the secure document release (SDR) features, select the Enable secure document release check box. Specify how the Equitrac Embedded application will handle Release behavior for documents at the device:

• First is released: Release only the first document in the user’s queue.

• Prompt: Prompts the user to release all or select documents for that user.

• Release all at login: Releases all queued documents for the current user automatically after successful login.

14 Click OK to save your configuration changes.

NOTE: Whenever changes are made to server-side settings, press the Reset key on the MFP front panel to ensure that the embedded application re-initializes and retrieves the new settings from the server.



Configuring Authentication PromptsThe user authentication prompts on the MFP login screen are determined by the configuration options set in System Manager.

1 Open System Manager and navigate to Configuration > Security and authentication > User authentication.

2 Select one of the following Authentication options from the Input type drop-down list:

• Card swipe only – Users authenticate with a swipe card.

• Card swipe or keypad entry – Users authenticate with a swipe card or at the MFP front panel.

• Keypad only – Users authenticate at the MFP front panel

3 Select one of the following options from the Secondary prompt drop-down list:

• Always – User must enter a secondary PIN via the keyboard after they swipe their card.

• If PIN2 available – This option does not apply to Canon MEAP devices.

• If PIN2 available or keyboard login – This option does not apply to Canon MEAP devices.

• Never – Secondary PIN is not required.

• Only with keyboard login – User must enter a secondary PIN if they entered their primary PIN via the keyboard (rather than with a swipe card). This option prevents users from typing in someone else’s primary PIN while still allowing valid users to login without a card.

NOTE: If a change is made to the Secondary prompt option, then you must reboot the MFP in order to enable the new selection.



4 In the Card setup section, enter the data start and stop position in the Use data from position fields. For details on entering HID decoding parameters, refer to the Using PageCounters chapter in the Equitrac Office and Express Administration Guide.

5 Select the Auto-register primary PINs checkbox if you want users to self-register their swipe cards. Optionally, you can select Register as alternate PIN to record the PIN as the Alternate PIN instead of the Primary PIN. See Configuring Card Self-Registration on page 35 for details.

6 Click OK to save the changes.

For more details on configuring user authentication options refer to Accounts System Configuration in the Equitrac Office and Express Administration Guide.

Configuring Card Self-RegistrationIf you want users to self-register their swipe cards, you must enable this option in System Manager. When a user swipes an unregistered card for the first time at an MFP, they are required to login with valid User ID and Password. The User ID must already exist in CAS, or in the External authority defined to allow self-registration. The Password comes from one of the defined external authorities. Two-level authentication is required to register new cards, and the user must manually enter both primary and secondary login credentials.

1 Open System Manager and navigate to Configuration > Security and authentication > User authentication.

2 Select Card swipe only from the Input type drop-down list.

3 Select Always or Only with keyboard login from the Secondary prompt drop-down list. The If PIN2 available and If PIN2 available or keyboard login options are not supported by Canon MEAP devices.

4 Select the Auto-register primary PINs checkbox. Optionally, you can select Register as alternate PIN to record the PIN as the alternate PIN instead of the primary PIN.

5 Select one or more Authentication mechanisms:

• Equitrac Office/Express PINs – Select to connect an Equitrac print account with login information.

• External user ID and password – Select to verify all user information outside of Equitrac.

• Equitrac Office/Express PIN with external password – Select if users swipe their cards for identification, and must also enter their domain user account password. Equitrac cross-checks the database for the corresponding Equitrac account name, then verifies the credentials against the selected external authority for network logon.

6 Click OK to save the changes and close the User authentication dialog box.

7 Navigate to Configuration > Security and authentication > External authentication and select an External authority – Windows, NetWare or LDAP.

Refer to External User Authentication in the Equitrac Office and Express Administration Guide for more details on setting up an external user authentication method.

The next time the user swipes the card, their account information is automatically associated with the card, and they can login without manually entering their user credentials. However, if Secondary prompt is set to Always in System Manager, the user must enter a secondary PIN, or an external authority password after they swipe their card.



Configuring Follow-You PrintingFollow-You Printing extends the basic functionality of secure printing by allowing a user to release a print job to other compatible devices in the organization. Even if you deployed multiple DRE print servers—each of which manages a separate set of devices—you can configure Equitrac Office/Express to allow printing across multiple print servers.

For example, a user who works in two different buildings can submit a print job from their computer in Building A, and while on the way to a meeting in Building B, they can walk up to any predefined MFP (with the embedded application installed on it) and "pull" the job to the device which then prints the job.

If you want to deploy the Equitrac Embedded application in a single-server or a multi-server Follow-You Printing environment, do the following:

1 Enable secure printing on each MFP.

Secure printing enables the Equitrac print queue that holds jobs until they are released at the embedded device by a valid user.

2 Create and manage Pull groups.

To allow users to release print jobs to multiple compatible devices with the Equitrac Embedded application, you must create Pull groups, then add each physical device hosting the embedded application to a Pull group.

3 Configure the Follow-You print settings.

Determine the site where you want Follow-You Printing to be accessible from, and choose whether the print job is priced based on its properties before or after it is released.

NOTE: See the Advanced Printing Configuration chapter in the Equitrac Office and Express Administration Guide for details on configuring secure printing, Follow-You Printing, and pull groups.

Enabling Release KeysRelease key is an Equitrac Express feature that lets users assign a key value to their documents when they submit print requests. Users can also assign a release key to a print job allowing other users to walk up to any embedded device, and print any jobs in the queue that were submitted using that release key. The job is tracked and charged to the user releasing the job, not the user who assigned the release key.

When prompted for a release key at an embedded device, users are required to enter the same alpha-numeric key value used at print time to release a job from the secure print queue.

To enable release key prompts on the embedded device, do the following:

1 Open System Manager, and navigate to Configuration > User interaction > Session flow.

2 Select Prompt for release key in the Other prompts section if release keys are to be enabled.

3 Click OK, to save the setting.


User Workflows

This chapter describes the workflow for users who want to access the available Equitrac Embedded features on the MFP device, including:

• Secure Document Release (SDR)

• Copying

• Scanning

• Sending or receiving faxes

• Other device functions

There are two ways to login: using a USB card reader (magnetic or proximity) and/or manually entering user credentials on the device. When completing login, the user has a choice between accessing Follow-You Printing and accessing the device functions. See Using the MFP Device on page 41 for login option details.

TopicsUsing the Card Reader

Registering Swipe Cards

Using the MFP Device

Using Follow-You Printing

Using Multi-Server Follow-You Printing

Accessing the Device Functions

6


Chapter 6: User Workflows

Using the Card Reader When the MFP device is configured for swipe card authentication, you can log on using a magnetic stripe card, proximity card, or Campus Card (Equitrac Express feature) before you can access the device functions. Depending on how System Manager is configured, you log in with the swipe card only or with both swipe card and password (Secondary prompt).

Logging in with a Magnetic Stripe CardTo log in at a magnetic stripe card reader, do the following:

1 Swipe the card down through the guide track with the magnetic stripe facing the indicated direction. Ensure the card is pressed firmly against the guide.

NOTE: If the card reader cannot read the entry, run the card through the guide track again. Do not run the card through at an angle or the terminal will not accept the data.

2 If configured for Secondary prompt, enter your password on the login screen.

3 Press Login & Release Print Jobs or Login & Access Functions to start a user session. See Using the MFP Device on page 41 for login option details.

NOTE: If you are unable to log in, you may need to register your card using your Equitrac PINs or Windows username/password. See Registering Swipe Cards on page 40.

Logging in with a Proximity CardTo log in at a proximity card reader, do the following:

1 Pass the card within 1 inch (2.5 cm) of the proximity symbol located on the top of the card reader device. If the swipe is detected, the LED flashes off temporarily.

2 If configured for Secondary prompt, enter your password on the login screen.


NOTE: If you are unable to log in, you may need to register your card using your Equitrac PINs or Windows username/password. See Registering Swipe Cards on page 40.

Pass the proximity card over this symbol on the card

reader



Logging with Campus CardEquitrac Express supports print and copy payments from a third party account. Using card readers, users can authorize themselves as valid Campus Card account holders, make copies, release jobs, and pay for these services in real time, directly from their campus card account.

To log in at a card reader, do the following:

1 Swipe the card down through the guide track with the magnetic stripe facing the indicated direction. Ensure the card is pressed firmly against the guide.

NOTE: If the terminal cannot read the entry, run the card through the guide track again. Do not run the card through at an angle or the terminal will not accept the data.

2 Select the desired account if multiple Campus Card accounts with funds are available.


NOTE: If you cannot log in with the card swipe, you can manually enter your Primary PIN on the numeric keypad to access your Campus Card accounts.

Card Reader Status MessagesThe embedded application indicates swipes through an LED light on the card reader module.

The following signals may be displayed on the card reader:

LED Behavior Meaning

Solid LED MFP is connected to the server and is receiving power

No LED MFP is not connect to the server or is not receiving power

Flashes off Card swipe detected

The LED indicates the status



Registering Swipe CardsWhen a user swipes an unregistered card, they are required to login to the device with valid user credentials in order to register their card. The information the user must enter depends upon the authentication options that are set in System Manager.

To self-register a user swipe card, do the following:

1 Swipe the magnetic stripe card, proximity card, or Campus Card at the USB card reader attached to the device. The login screen indicates that the card is not recognized, and you need to log in to register the card.

2 Enter your User ID (and Password if configured to prompt for Secondary prompt).

3 Press Login & Release Print Jobs or Login & Access Functions.

The swipe card is registered once the login credentials have been authenticated by CAS. The user can now access Follow-You Printing or access the copy, scan, and fax device functions. See Using the MFP Device on page 41 for login option details.

The next time the user swipes their card they can log in without manually entering their User ID. Depending on how System Manager is configured, the user may be prompted for their password.



Using the MFP DeviceA user session begins when the user logs in with valid credentials through the MFP device interface. Once their login credentials have been authenticated by CAS, the user can manage documents with SDR, or access any of the other device features, such as copying, scanning and faxing.

To start a user session, do the following:

1 Log in to the device with card swipe or with manual ID input.

2 Depending upon how User Authentication is configured in Equitrac System Manager, you may also need to manually enter your password. See the Equitrac Office and Express Administration Guide to configure authentication options.

3 Select the set of functions you want to access:

• Press Login & Release Print Jobs to select and print documents from the secure print queue. Continue to Using Follow-You Printing on page 42.

• Press Login & Access Functions to enable the copy, scan and fax features on the device. Continue to Accessing the Device Functions on page 46.



Using Follow-You PrintingUsers can use Follow-You Printing to release documents held in the print queue associated with the user’s account from any device within a predefined pull group, which is connected to the particular print server. Multi-Server Follow-You Printing allows users to select any remote print server accessible to the device within a predefined pull group, and pull documents for printing. This is useful if the user has printed documents to different print servers, and wants to print them at the same device.

To release a secure document, do the following;

1 On the Login screen, enter your user credentials or swipe your card.

2 From the Login screen, press Login & Release Print Jobs. The Follow-You Printing screen opens with a list of your documents held in the secure print queue.

If your Equitrac Express server is configured to prompt for a release key on the device, the Release Key screen opens. If prompted, enter the release key and click OK.

NOTE: Release Key is a Equitrac Express feature, and does not apply to Equitrac Office users. See the Equitrac Express Administration Guide to configure release keys.

The Follow-You Printing screen opens, displaying a list of documents held in the secure print queue for the logged-in user.



3 From the Follow-You Printing screen, you can use the on-screen buttons to perform the following functions.

Button Function

Print Select one or more documents in the list, then press the Print button to release the documents and delete them from the list.

Delete Select one or more documents in the list, then press the Delete button to remove the jobs from the queue without printing them, and not be charged.

Select all Selects all the jobs in the document list. When one or more documents are selected, the button changes to Clear all to uncheck the selected documents.

Refresh Checks the DCE server to determine if any new jobs are available, and updates the document list accordingly.

Details Displays the details for the selected document such as, document name, page count, cost, and User ID.

Options Select print options such as, Force Monochrome, Save Print Jobs, and Number of Copies. See Setting Print Options on page 44.

You can apply the selected options to use for any job within the current user session, or on a per-job basis. When the user session ends, the selected options are cleared.

Servers If your configuration supports multi-server Follow-You Printing, you can select documents on other servers and pull them to this device to print. Press the Servers button to display a list of print servers. Select the new server and press the Done button to see a new list of documents. See Using Multi-Server Follow-You Printing on page 45.

End Session

Ends the user session and returns to the login screen.

You can also use the ID key on the device keypad to end the session.



Setting Print OptionsYou can modify the default print options on a per-job basis, or you can apply these options to enforce “temporary” settings for any print jobs for the duration of a user session. The applied print options are cleared when the user logs off.

To set the print options per selected job, do the following:

1 On the Follow-You Printing screen, select the document(s) from the list you want to print.

2 Press Options to open the Print Options dialog.

3 Select from the following options:

• Force Monochrome – forces a color job to print in black & white.

• Save Print Jobs – keeps the job in the list after printing. By default, a job is deleted from the list after printing.

• Number of Copies – sets how many copies of the document to print.

4 Press Print Now to use these settings for the selected job. The Print Now option releases the job immediately without having to press Print on the Follow-You screen. The settings are temporary for this print job only, and the default settings are restored after printing is complete.

To modify the print options and apply them as the default settings for the duration of a user session, do the following:

1 On the Follow-You Printing screen, press Options to open the Print Options dialog.

2 Select the desired alternate print options.

3 Press Apply to use the selected print options as the default settings for the remainder of the user session. The print option dialog closes.

4 Select one or more documents from the list, and press Print. The modified print options are applied across all released documents. These print options remain the default print settings until the session is ended, or other print options are applied.



Using Multi-Server Follow-You PrintingYour printing environment may be configured with additional print servers that are accessible to users of Canon MEAP devices. With secure print release and multi-server Follow-You Printing, you can select a different remote print server in the predefined pull group other than the default local server, and pull documents from that remote server to the local device.

1 On the Login screen, enter your user credentials, and press Login & Release Print Jobs.

2 On the Follow-You Printing screen, press Servers.

3 In the Servers dialog, select your alternate print server from the list, and press Done.

The Default server is the DRE with which this device is configured. If you have a home server defined, documents associated with your login credentials for this home server will also be listed with documents from the default server.

When selected, the alternate server is queried for documents associated with your login credentials. The list is refreshed with documents from the alternate server. The list no longer shows documents from the default servers.

For details about configuring your printing environment for multi-server Follow-You Printing, see the Advanced Printing Configuration chapter in the Equitrac Office and Express Administration Guide.



Accessing the Device Functions To access the copy, scan, or fax device functions, press Login & Access Functions on the Login screen.

Depending on the configuration of your printing environment, one of the following occurs:

• The Canon MEAP device interface displays, and the Equitrac Embedded application unlocks the device keypad for access to copy, scan, and fax functions.

—Or—

• The Billing Details screen displays if billing codes are required.

If billing codes are required, do the following:

1 Enter the Billing code in the field provided.

a If the billing code you entered is invalid, or you don’t know the code, touch Search (if configured).

NOTE: Search is a configurable option, and only appears on the screen when configured through System Manager. The Search button is active only when the Billing code field is selected on the screen.

b Enter the search criteria in the field, then touch Search again. The screen updates with the first 100 codes that match your search. Use the Up/Down arrows to browse through billing codes.

c Select the correct code, then touch OK.

2 If configured, select whether the job is Billable or not.

This option determines if the transaction is billed to a user, group, or department, or if it is only entered into the system for reporting purposes.

3 Touch Next to continue to the Canon MEAP main menu.

The billing code is validated when you touch Next. If you searched for a code and selected it from the list, it is validated immediately, and the description is displayed beside the code field.



NOTE: If an account is configured with only one available billing code to charge against, and billing codes are required, then that code is automatically selected and the Billing Code screen does not appear.

Once the device validates the billing information, the Canon MEAP device interface appears and the Equitrac Embedded application unlocks the device keypad on the front panel for access to copy, scan, and fax functions. You can then conduct your session without needing to interact with the embedded application.

4 Press Log Out to end the user session.




Administrator Reference Material

This chapter is for Device Administrators only. It outlines who and what the Administrator is, what they can do, and what distinguishes the administrator from other users.

The Canon MEAP device requires administrative management. For the embedded application to provide the required security, the administrative management can only be done by a person acting with administrative privileges. To acquire these privileges you must authenticate as the Administrator.

If you are unfamiliar with any of the terms in this chapter, please refer to your Canon device documentation.

TopicsCanon System Manager

Offline Mode and the Administrator

Administrator Tracking and Validation

Normal Users and Departmental Management

Transactions, Power Failure and Offline

Behavioral Changes

Configure the Equitrac Application

7


Chapter 7: Administrator Reference Material

Canon System ManagerThe Canon framework provides native administrative control of the device. Canon defines this role as System Manager. Before the Equitrac embedded application is installed, the device may be configured so that all users can administer the machine, or it may be configured so that only the System Manager can administer the machine.

For the Equitrac embedded application to provide proper security, System Manager must be enabled before the embedded application is installed. The System Manager is enabled in the Canon framework by assigning a numeric ID and password. Once the System Manager is enabled, normal users will no longer be able to administer the device.

Creation and configuration of the System Manager is handled transparently by the automated installer.

Once the Equitrac embedded application is installed, the System Manager becomes hidden by the login application, but remains fully active in the background. Once the Equitrac application has taken control of the login, the System Manager ID and password no longer work.

The Equitrac embedded application provides its own Administrator. This Administrator always has the Primary PIN or login ID of “Admin” (with an upper case “A”). If a Secondary PIN or password is required, this value is determined in the application configuration page, and defaults to “equitrac” (with a lower case “e”). This administrator is exclusive to the device, and does not have any administrator role outside the MFP, including on the Equitrac servers. The “Admin” login ID is not related to any users on the CAS system. If there is an “Admin” user on CAS, this user will not be able to login to the Canon device.

A person logging in as the Equitrac Embedded Administrator gains all the privileges and functions of the Canon System Manager while maintaining the special role that the Equitrac Administrator has. When the application logs the administrator into the Canon framework, it uses the System Manager credentials from the application configuration. As a result, the Equitrac Administrator is mapped to the Canon System Manager.

Offline Mode and the AdministratorOffline mode occurs when the Equitrac embedded application is not successfully talking to the DCE server. This can happen for a number of reasons, including network failure and lack of server availability. The application is designed to continue to operate in offline mode. The server configuration will dictate if users are allowed to log in when the device is offline. This configuration does not affect the Equitrac Embedded Administrator. The Equitrac Administrator is always allowed to login and access the device.

Administrator Tracking and ValidationWhen the Administrator logs in, there is no corresponding account on the Equitrac CAS server. As such, the data used for billing information is not validated, but is recorded. Any jobs executed by the Administrator will be reported to the server, as the default user with billing information. Executing jobs as Administrator should only be done when no other options are available.



Normal Users and Departmental ManagementAdministrators typically manage normal user accounts. With Equitrac embedded, the normal user accounts reside on the CAS server, and are managed by the server’s administrators.

The only role played by the embedded Administrator with normal user accounts is how they are treated on the Canon device. The user is mapped to a Department ID in the same way as the embedded Administrator is mapped to the System Manager. In a typical configuration, all normal Equitrac users are mapped to the same Department ID. This configuration is necessary because Equitrac can have more users defined than the Canon device can have Department IDs. Each time a user is logged in the Department, information is reset to match the account limits of the user. The System Manager should not modify the department configuration.

For users to be properly mapped to the single Department ID, the System Manager must enable Department Management—create a department, and record the ID and password. This must be done before the embedded application in installed. Following installation, the Department ID and password must be assigned in the configuration of the embedded application.

Creation and configuration of the Department is handled by the automated installer.

Failure to properly configure Department Management may result in the login application not allowing logins. On some models, the user can login but the account enforcements will not function. Equitrac cannot support the application if Department Management is not enabled.

For institutions that currently use Department IDs for identification—and cannot quickly migrate from this configuration—there is an alternate ID mapping solution available. However, due to the complexity, custom application, and management required to keep a multi Department ID solution working, support for this configuration is not available. Support will only be available once you have completed migration to a single department model.

If the customer is using PINs on CAS that match Department IDs on the device, the embedded application can be configured to log the user in with the corresponding Department ID. With this configuration, consider the following:

• Ensure there is an exact string match between the PIN and Department ID.

• Ensure to add the departments across each machine where it will be used.

• Avoid adding too many departments to the device.

• Take care when removing accounts.

This configuration should only be used if it is necessary to migrate to the one Department ID model. Mapping of PINs to Department IDs can be enabled by turning on Department Support. Turning off Department Support will provide a complete transition to the single Department ID model.



Transactions, Power Failure and OfflineThe Equitrac server tracks user activity on the device using information sent from the embedded application. At a high level, each time the user logs out, the embedded application polls the MFP for activity completed by the user. For any tracked activity, the application converts the information into a transaction and sends it to the server. At a low level, the process is more complicated. The application must mitigate power loss, network disconnection, and other factors that might impact proper billing.

To maintain proper billing, it is a requirement that the embedded application not loose information about tracked user activity. To mitigate power failure, the embedded application works closely with the Canon MFP device mechanism that tracks job output. The mechanism is protected against loss of information from power failure. The embedded application interacts with the MFP device mechanism at three events:

• Power up. If the power is lost before a job is finished, a complete accounting of the job is recorded in the user’s billing statement once power to the device is restored.

• Logout. All user activity is reported as soon as the user logs out, or the device times out the current login session.

• Regular console timeout events. While the login application is idle, a timeout counter is running. When a timeout occurs, the console is refreshed. In the background the application polls the device for any new activity. This helps deliver transactions for delayed activity, such as retries on outbound faxes, in a timely fashion.

There is a concept known as Transaction Integrity which allows two tasks (on separate systems) to be treated as an atomic function. Basically, either both tasks succeed, or both fail, but not only one. The embedded application maintains transaction integrity between the MFP engine, and the server using a hard drive queue. All transactions are queued to the hard drive first, then queued from the hard drive to the server. This protects against power failure and network disconnection.

To guarantee transaction integrity, the application favors accidental duplicate transactions versus accidental lost transactions. Duplicate billing is avoided by the server, which weeds out duplicate transactions before the billing process starts. The embedded application only considers information from the MFP engine to be consumed after it is known that the transaction is queued on the hard drive. If power is lost after queuing, but before the information is marked consumed, the information will again be converted to a transaction when the MFP reboots. Also, the embedded application only considers a transaction queued from the hard drive after the server has acknowledged the reception of the transaction. If power or network is lost before the server acknowledges the transaction, the transaction will remain queued on the disk. The application will make continued attempts to deliver the transaction until the server acknowledges receipt.

If the MFP remains disconnected from the server for a prolonged period, unbilled transactions may accumulate. To mitigate this risk, the embedded application presents warnings on the front console which advise the administrator that unsent transactions have accumulated. The warnings are presented to all users during the login cycle. The warning is presented in the following cases:

• When the number of accumulated transactions has reached or exceeds 50.

• When the number of days since last successful transaction deliver reaches or exceeds 30 days.

Transactions should not be allowed to accumulate indefinitely. It defeats the purpose of billing, and in extreme cases may eventually fill the hard drive of the MFP.



Behavioral ChangesThe Equitrac embedded application is a Canon login application. Canon login applications are a similar to normal MEAP applications but play very different roles, and are handled by Canon in a very different way. Once any login application is enabled in a Canon device, certain default behaviors and configurations cease to apply. This can cause the appearance that the login application has broken certain device functions which are completely unrelated to the application. This appearance is faulty, and can be relieved by assigning a complete configuration to the Canon MFP for the broken device functions.

A complete accounting for all affected device functions and configurations is beyond the scope of this document. However, internet related deliveries like scan to email and Fax are the most notably affected device functions. The automated installer adjusts the device configurations to maintain operation of these features after the login application is installed.



Configure the Equitrac ApplicationAfter installation, you can configure the embedded application settings.

1 Enter http://<MFP IP>:8000/Equitrac/Config in the Address field and login when prompted to open the device’s configuration page.



2 In the IP/Domain field, enter the IP address or DNS name of the Equitrac DCE server.

3 In the Add Property File section, click Browse to select any relevant Property Files, such as as a hotfix. Click Upload to import the selected files from their network location to the device. The interface lists any Current Property Files installed on this device.

4 Console Output enables or disables debug logging on the device. If you change this setting, click Update.

5 In the Change System IDs and Passwords section, you can edit the Canon System Manager access and print control settings. Click Update beside any field to apply any new values.

6 In the Change Password fields, you can modify the Admin password. Click Change Password to update the new password.

7 Under Third-Party Application Login ID, enter a User Name to identify an account that third-party applications can use for remote scans, and click Update. Transactions logged under this third-party User ID will be reassigned to the Equitrac User Account that is signed in at the time of the scan.

8 Under Scan to email originator, enter a valid email address to use as the From address for email messages that include scanned documents.

9 To Reset Log Indexes, click Reset.

NOTE: The Reset Log Indexes button is not available on the console configuration page. It is only available via the web browser.

Field Description

System Manager ID

The ID required to access administrative functions on the device.

Note: The ID you enter here must match the ID configured on the device. If this ID does not match the System Manager ID, you cannot access the device’s administrative functions.

System Manager Password

The password required to access administrative functions on the device.

Note: The password you enter here must match the password configured on the device. If this password does not match the System Manager password, you cannot access the device’s administrative functions.

Department ID

The default Canon Department ID that controls and tracks printing during device sessions with normal users.

Department Password

The default Canon Department Password that will control and track printing during device sessions with normal users.

Department Support Enabled

Select this option if you want the Equitrac Embedded application to support multiple Canon departments.

Note: The department personal identification numbers (PINs) that are stored on the Equitrac server must match the Canon Department IDs. If they do not match, users can only log in using the default Canon Department ID. Use at own risk.




Log Files

During installation or operation of the software, problems may be encountered. Diagnosis of the problem by Equitrac Support Services often requires use of logs generated during the problem situation. This chapter covers the steps necessary to initiate logging and how to acquire the logs after they are created. This chapter covers Device Application Logs and Installer Logs. Server Logs (logs of server activity) are not covered in this section.

If the problem occurs during installation and the Installer reports a failed install, you need to obtain Installer Logs. See Obtaining Equitrac Embedded Installer Log Files on page 58.

If the problem occurs after the Installer has reported a successful install, you need to obtain Device Application Logs. You have two options for obtaining Device Application Logs—from the device, or the server. See Obtaining Device Application Logs from the Server on page 58.

TopicsObtaining Equitrac Embedded Installer Log Files

Obtaining Device Application Logs from the Server

Obtaining Device Application Logs from the Device

8


Chapter 8: Log Files

Obtaining Equitrac Embedded Installer Log FilesWhen using the Equitrac Embedded Installer, sometimes the install fails. To acquire support for the failed install, you need to gather the Embedded Installer logs and then contact Equitrac Support.

The Installer continually logs all activity, and keeps a copy of the activity locally on the machine that is running the Installer. You do not need to turn on logging for the installer.

To obtain Equitrac Embedded Installer logs, do the following:

1 Open the C:\EquitracInstallerLogs directory.

2 Locate the directory for the failed install. The directories are named Run.<ip address>.<date>, where date refers to the time of initial installation.

3 In the Installer window, place the cursor on the text that shows the installation steps.

4 Select and copy all the text, and then paste it into a new blank text file.

NOTE: Ensure that all the text in the installation steps is selected. Do not take a screen capture of the Installer log, as all the text will not be shown.

5 Save the new text file into the same Run.<ip address>.<date> directory. Name the file install.log.

6 Create a zip file of the Run.<ip address>.<date> directory.

7 Add a password to the zip file, and then email the zip file to Equitrac support. The password allows the zip file to be sent through the email servers.

Obtaining Device Application Logs from the ServerThis process cannot be used if the embedded application has not been licensed to the server. If this is the case, refer to Obtaining Device Application Logs from the Device on page 59 instead.

The Equitrac server provides an interface for extracting the logs generated by the embedded application on the device. The advantage of this interface is that it is easy to use and is provided in a central location to all devices. The disadvantage is that it cannot be used with specific types of problems, such as network disconnect between the application and the server, bad server address configuration, critical failure on the device, licensing issues. If you cannot successfully gather a log using this method, see Obtaining Device Application Logs from the Device on page 59.

To obtain log files from a Canon MEAP device, do the following:

1 Start System Manager, and navigate to Diagnostics > Trace > Settings in the left pane.

If Diagnostics does not appear in the left pane, modify the System Manager startup parameters by adding /-d at the end of the Target field name in System Manager Properties. (e.g. "C:\Program Files\Equitrac\Office or Express\System Manager\EQSrvMgr.exe" /-d).

2 In the right pane, expand the Equitrac server.

3 Click the embedded device link. The Trace file settings dialog opens.

4 Select the EQ MEAP Device checkbox, and then click OK to enable tracing.

5 Reproduce the problem behavior on the device.



6 Select Files in the Diagnostics section in the left pane.

7 In the right pane, expand the Equitrac server and the Canon embedded device.

8 Right-click the log file, select Send to zip file from the menu, and then save the file.

9 Repeat steps 1 - 4, and uncheck the EQ MEAP Device to disable tracing.

Obtaining Device Application Logs from the DeviceDevice Application Logs can be gathered from the device directly using a java console application. This approach to gathering Device Application Logs is the most robust, and the most difficult to setup. This approach will fail if the application is not installed, or there is no network connection to the device. You must be able to ping the device before using this approach.

To use these instructions you have to acquire a copy of Console.jar from Equitrac Support Services.

In order to enable console logging, there are some prerequisites. You need access to a workstation (PC) with privileges to install software, and physical network access. You need to configure the MFP, and the login application.

PC Setup and Installation

On the PC, install Sun Java version j2re-1_4_2_15-windows-i586-p.exe.

MFP Configuration

1 Logout of any running login applications.

2 Press Reset.

3 Press and hold Counter Check for 4 seconds, and then release.

4 Enter 3210, and press ID. The button "beeps". If the button does not beep, repeat steps 2 - 4.

5 Press Counter Check. The button beeps and a login window opens.

6 Enter 9876 and press OK.

7 Turn on Console Debugging.

Login Application Configuration

1 Open a web browser, and enter http://<MFP IP>:8000/Equitrac/Config in the address field and login when prompted to open the device’s configuration page. (If SSL is enabled, enter https://<MFP IP>:8443/Equitrac/Config).

2 In the Console Output section, select the Enabled checkbox to enable debug logging on the device, and click Update.

3 Verify the update from the message at the top of the window.

4 Logout.



Running the Console

On the system with the Java Virtual Machine, do the following:

1 Create a new directory on the system, and place the console jar file in that directory.

2 Start a command prompt from that directory, and enter the following command line:java -jar Console.jar -host <MFP ip address or hostname>

A command window and a Console window open with the message "Connected" displayed in the Console window.


Troubleshooting

This section discusses troubleshooting issues you may encounter, and provides solutions for common issues.

Turning Off MFP Debug ModeOn Canon MEAP MFPs with the Equitrac embedded application installed, if the Debug mode is set to ON, the MFPs may not start up again after a shut down. Therefore, set the MFP Debug mode to OFF to enable all MFP and embedded application functions. For help in changing the Debug mode settings, contact your Canon MEAP technician or representative.

Disabling the Equitrac Login ApplicationIf you have issues with the device during configuration or after initialization and a period of use, you can temporarily disable the Equitrac login application to access Canon administrative functions without uninstalling the application.

1 Open a web browser and enter http://<MFP IP>:8000/sms in the URL Address Field.

2 Login using the SMS password.

3 On the System Management Service page, select System Management and then click the Enhanced Sys App tab.

4 In the Login Service section, select the Default Authentication option in the list, then click Select.

5 Reboot the device. When the device reboots, it starts up with the default Canon Login application instead of the Canon MEAP application.

To restore the Canon MEAP application, repeat steps 1-4 and reselect Equitrac Login Application from the Login Service list before rebooting the device.

Access to System Management ModeTo access the Canon device System Management functions, log in to the device with the user ID Admin. This user ID is case-sensitive. If there is a password assigned to the System Manager ID and one configured for Equitrac Embedded, the device prompts you for the password before allowing access to the System Settings.

Slow Device Response or Local Mode SwitchingIf the Canon MEAP device is slow or unable to respond to login requests, Follow-You printing requests or other server-based functions, or if the device repeatedly switches into local mode, check the DNS (Domain Name Server) or WINS (Windows Internet Naming Service) configuration settings in the MFP System Manager.

NOTE: If invalid settings are configured, the device will experience communication time-outs, which can slow down performance or cause the device to fail over into local mode.

9


Chapter 9: Troubleshooting

Scan to email FailureIf the Canon Universal Send feature is installed and the Scan to email feature fails to send email messages, use the following procedures:

1 Check that there is a valid setting for the Scan to email originator in the device configuration page.

2 If Scan to email still fails, you may need to reconfigure the device System Manager settings. Before reconfiguring the System Manager settings, disable the Equitrac Login application.

3 In the MFP System Manager, check that there is:

• A valid Device Name under System Settings > Device Information Settings

• A valid E-Mail Address under System Settings > Network Settings > E-Mail/I-Fax

• A valid Host Name and Domain Name under System Settings > Network Settings > TCP/IP Settings > DNS Settings > DNS Host Name/Domain Name Settings

4 Conduct a test to ensure you can successfully send email messages.

5 After successfully sending an email message, re-enable the Equitrac Login application and test the Scan to email feature.

Device Constraints

Fax-with-Scan Transmissions Generate Two Transaction Records

For outgoing fax transmissions that originate with a scanned document, two separate transactions are recorded on the Equitrac server: one for the scan and one for the fax transmission. Canon MEAP creates the scan transaction first, and when the fax transmission is complete, it creates the fax transaction. Since the fax transmission can occur much later in time after the scan, the fax transaction would also be recorded later and there may be no obvious link between the fax record and its corresponding scan record.

If your billing system charges for each scan transaction, Equitrac recommends that you set up your fax transaction billing to account for the cost of a scan.



eCopy Failure After Installing the Embedded ApplicationIf the eCopy embedded application stops working after the Equitrac embedded application is installed on the same device, do the following:

1 Uninstall both the embedded and eCopy applications.

2 Install the embedded application.

3 Install the eCopy application.

4 Log in to the embedded application, and remain logged in until step 5 is complete.

5 Configure the device on the eCopy ShareScan server. See the Managing Devices chapter in Equitrac Office and Express Administration Guide.

CAUTION: If not logged in to the embedded device while configuring ShareScan, the device will not be successfully added to the eCopy server.

After installing the Equitrac embedded application, upgrading to the latest version of eCopy is recommended to ensure accurate user authentication and successful eCopy scans.

Embedded Device Not Associated with Physical Device in System ManagerIf two physical device entries appear in System Manager after installing the Equitrac embedded application on the MFP, the embedded software will not function properly. This behavior may occur if the embedded device was configured before adding your printer. When this occurs, two physical device entries may appear in System Manager; one containing the printer port and print queue, and one containing the embedded device.

To correct this behavior, do the following:

1 Delete the physical device entry containing the embedded device from System Manager.

2 Reboot the device.

3 Refresh System Manager.

4 Verify that a single physical device entry containing the port, print queue, and embedded device appears in System Manager.

If the embedded device does not appear within the physical device entry containing the printer port and print queue, ensure that the DNS name of the MFP resolves to the appropriate IP address from the DCE server. Once resolved, repeat the preceding steps to associate the embedded device with the physical device in System Manager.

If this problem persists, contact Equitrac Technical support.




Appendix A: Manual Installation

Manual installation allows you to install the Equitrac Embedded application one device at a time, whereas the automated installation allows you to install the embedded application across multiple MFP devices at the same time.

Although a single device installation can be completed manually, Equitrac recommends using the automated Installer regardless of the number of devices the application is being installed on. For the purposes of this setup guide, the manual installation instructions are provided as a backup for the automated process. The manual install is not intended to be used in place of the automated install, and reverting to the manual process should only be done with direction from Equitrac support staff.

A



Configuring Administrative Access on the Device Before you install the Equitrac Embedded application, you must configure administrative access on the device, so that users with the appropriate login credentials can access the Canon administrative features from within the Canon MEAP application.

1 Open a web browser and enter http://<MFP IP>:8000/sms in the URL Address field.


3 On the System Management Services page, select System Management and then click the Enhanced Sys App tab.

4 In the Login Service section, check the status of the Default Authentication entry. If the status is Started, skip to step 7, otherwise continue to the next step.

5 Select the Default Authentication option in the list, then click Select. The Default Authentication status changes, as does the status of the previously active authentication application.

6 Manually reboot the device using the main power button.

7 When the device restarts, press Additional Functions > System Settings > System Manager Settings. If prompted for the System Manager ID, you must obtain and use the previously-configured ID and password before proceeding. Record the System Manager ID for later use.

If the System Manager is not defined, you must configure it. The System Manager ID and password are numeric strings up to seven characters in length. If the System Manager is undefined, we recommend you use the Equitrac default ID and password of 3. The System Manager ID cannot be the same as an existing Department ID.



Configuring the Device The device must be configured before installing the Equitrac embedded application. HTTP support must be enabled to use the web-based configuration.

1 Open a web browser and enter http://<MFP IP>:8000/rps in the Address field, and login when prompted.

2 If prompted for ID, use the System Manager ID and skip steps 4 and 5.

3 On the Remote UI page, select the Add Func button. The System Settings screen opens.

4 On the System Settings screen, click the Edit button, and then click the Register ID and Password button.

5 Select the Use ID and Password checkbox, and enter numerical value (e.g. example 3) in the System Manager ID, System Password, and Confirm fields, and then click OK.

6 On the Edit System Settings screen, select the Use SSL checkbox in the Remote UI Settings section, and then click OK. If speed of the device is a factor, you may wish to compromise security in favor of speed by leaving this configuration unchecked.

7 Click Department ID Management in the left menu, and then click the Settings button. Ensure that Allow Printer Jobs with Unknown IDs and Allow Remote Scan Jobs with Unknown IDs are set, and then click OK.

8 On the Department ID Management screen, click the Register New Department button and enter a numerical value (e.g. example 1) in the Department ID, Password, and Confirm fields, and then click OK.

NOTE: The term department for Canon devices is completely independent of the departments that are configured on your Equitrac server. Even if you do not use departments on your Equitrac server, you must configure at least one department in the Canon device.

9 Confirm the new department appears in the window.

10 Click Custom Settings in the left menu, and click Timer Settings and select After 3 minutes (or longer) from the Auto Clear Time drop-down list. Enter any additional settings for the device, and then click OK.

CAUTION: Ensure that the time zone matches the time zone set on the device. If the time zones do not match, Equitrac Embedded transactions will not report correctly.

11 To enable HTTP support for web based configuration, navigate to Custom Settings > Network Settings > TCP/IP Settings > HTTP Setting, and select the Use HTTP checkbox, and then click OK.

12 If using USB card readers, navigate to Custom Settings > Network Settings > USB Settings, and select the Use USB Device checkbox, and then click OK.

13 If the Canon Universal Send feature is installed, check the Canon device System Manager for the following settings:

• A valid Device Name under System Settings > Device Information Settings

• A valid E-Mail Address under Custom Settings > Network Settings > E-Mail/I-Fax

• A valid Host Name and Domain Name under Custom Settings > Network Settings > TCP/IP Settings > DNS Server Settings



Configure the correct addresses for the primary and secondary DNS servers, or leave the values blank. If the device is using Dynamic DNS settings, the dynamic DNS address must be configured correctly.

• If WINS resolution is enabled, a valid WINS server address must be supplied in Custom Settings > Network Settings > WINS Configuration > WINS Server IP Address

Manually Installing the Equitrac Embedded Application Once the device has been configured, the embedded application can now be installed on it.

1 Download the Equitrac Embedded installation software zip file for Canon MEAP from the Partner’s Portal. See Downloading the Embedded Application on page 15.

2 Extract the application (.jar) and the license files from the zip file and place them into a folder on your network drive or local machine. Note where you have placed it so you can find it later.

3 Open a web browser and enter http://<MFP IP>:8000/sms in the Address field.



6 In the Install Enhanced System Application/License section, click Browse to locate the path to the Embedded Application File.

7 Click Browse to locate the path to the matching License File.

8 Click Install.

9 Wait for the information page with Yes/No prompts.



10 Verify the details, and click Yes.

11 Wait during install until you are returned to the SMS page.

12 Verify the application is listed in the Login Service section of the web page.

NOTE: This installs the Equitrac Embedded application on the device, but does not automatically start the login application.

13 Start the login application, by doing the following:

a In the Login Service section, select the Equitrac Login Application option and then click Select.

b Manually reboot the device using the main power button.

NOTE: On restarting, the device displays the message Attempting initial contact with a Connect Now button. The connection cannot be made until the DCE IP address is set in the application configuration.



Configuring the ApplicationAfter installation, you can configure the embedded application settings.

1 Enter http://<MFP IP>:8000/Equitrac/Config in the Address field and login when prompted to open the device’s configuration page.

NOTE: The URL for the configuration page is case-sensitive. If you have any issues with accessing this page, check the capitalization in the address line. Use equitrac as the default password as your administrative credentials.



2 In the IP/Domain field, enter the IP address or DNS name of the Equitrac DCE server, and click Update to apply your change.

3 In the Add Property File section, click Browse to select any relevant Property Files, such as as a hotfix. Click Upload to import the selected files from their network location to the device. The interface lists any Current Property Files installed on this device.

4 Console Output enables or disables debug logging on the device. This option should be disabled unless requested by Equitrac for support purposes. If you change this setting, click Update.

5 In the Change System IDs and Passwords section, you can edit the Canon System Manager access and print control settings. Click Update beside any field to apply any new values.

NOTE: For more information on Canon System Manager, see Administrator Reference Material on page 49.

6 In the Change Password fields, you can modify the Admin password. Click Change Password to update the new password.

7 Under Third-Party Application Login ID, enter a User Name to identify an account that third-party applications can use for remote scans, and click Update. Transactions logged under this third-party User ID will be reassigned to the Equitrac User Account that is signed in at the time of the scan.

8 Under Scan to email originator, enter a valid email address to use as the From address for email messages that include scanned documents.

9 Logout.

Field Description

System Manager ID

The ID required to access administrative functions on the device.

Note: The ID you enter here must match the ID configured on the device. If this ID does not match the System Manager ID, you cannot access the device’s administrative functions.

System Manager Password

The password required to access administrative functions on the device.

Note: The password you enter here must match the password configured on the device. If this password does not match the System Manager password, you cannot access the device’s administrative functions.

Department ID

The default Canon Department ID that will control and track printing during device sessions with normal users.

Department Password

The default Canon Department Password that will control and track printing during device sessions with normal users.

Department Support Enabled

Select this option if you want the Equitrac Embedded application to support multiple Canon departments.

Note: The department personal identification numbers (PINs) that are stored on the Equitrac server must match the Canon Department IDs. If they do not match, users can only log in using the default Canon Department ID. Use at own risk.




Appendix B: Uninstallation

Automated UninstallTo uninstall the Equitrac Embedded application using the Embedded Installer, do the following

1 Open a web browser and enter http://download.equitrac.com/38834/installGUI.html in the Address field.

The Equitrac Embedded installer loads:

2 Click Uninstall. The Uninstall Setup dialog box opens:

3 In the Copier Address field, enter the IP address of the MFP from which you want to remove the embedded application.

4 Click Browse to select the configuration set originally used to install the embedded application.

5 Navigate to the location of the configuration set, select it, and click OK.

NOTE: If the original configuration set does not exist, you must create a new set and then use that one to uninstall the embedded application. See Creating Configuration Sets on page 18.

6 Click OK to begin the uninstall process. The Uninstall [IP] dialog box displays. As the uninstallation proceeds, progress lines appear in the dialog box.

NOTE: Uninstallation takes a few minutes to complete. During this time, only the Cancel button is available. When the uninstallation completes, a message appears in the dialog box indicating the success or failure or the installation, the Retry and Report buttons become available, and the Cancel button is replaced with a Done button.

7 Click Done when uninstallation is complete.

BB


Appendix B: Uninstallation

Manual UninstallUse the following procedure to remove the Equitrac Embedded application from the device, if required to do so for diagnostic reasons or as part of an upgrade process, for example.

To uninstall the Equitrac Embedded application from the web server:

1 Open a web browser and enter http://<MFP IP>:8000/sms in the URL Address Field.



4 In the Login Service section, select the Default Authentication option in the list, then click Select.

CAUTION: The device will not allow you to uninstall the currently-active login application. Therefore, before you can select and uninstall the Equitrac Login Application (as described below), you must select and apply the Default Authentication application, which takes effect when you restart the MFP.

5 Reboot the device. When the device reboots, it starts up with the default Canon Login application instead of the Canon MEAP application.

6 Wait for the device to reconnect to the network. Reconnecting may take a few minutes.

7 Return to http://<MFP IP>:8000/sms, and log in when prompted.


9 In the Login Service section, click Uninstall beside Equitrac Login Application.

10 Click Yes on the warning page.

11 Wait for the SMS page to return.

12 Verify the application is no longer listed in the Login Service section.

13 Log out.


Glossary

The following unique Equitrac terms are used within this guide.

Term Description

Account Limits A feature to ensure that sufficient funds are available in an account to pay for print jobs before they are released from the queue. Rules defined on the server for print and copy may present on the device as an account limit.

Account limits also impact copy, scan, and fax jobs.

Alternate Primary PIN An ID— a sequence of letters or numbers—that uniquely identifies a user. The Alternate Primary PIN can be data encoded on a magnetic swipe card or entered on the device keypad. The Alternate Primary PIN can be used as an alternate to the Primary PIN.

Authentication The process of entering a Secondary PIN to gain access to a controlled MFP. In a 1 PIN model, users are identified and authenticated with a single PIN. In a 2 PIN model, users are identified with the Primary PIN, and authenticated with the Secondary PIN.

Authentication verifies that the identified user is really that user.

Copy/Scan/Fax Tracking The ability to track the attributes of a Copy/Scan/Fax job. For example, number of pages, page size, and color. With Canon MEAP all Copy/Scan/Fax tracking is done by the embedded application and reported to DCE.

Copy Stop A feature to limit the number of copies a user can make. Copy Stop will terminate copy jobs in real time, as soon as maximum copies are reached. The maximum number of copies is based upon the account limits.

Core Accounting Server (CAS)

CAS is a core component of Equitrac Office/Express. This service controls the accounting database that stores all printer, user, department, transaction and balance information. CAS also verifies users, calculates printing charges and assigns charges to an appropriate user or department.

Device Control Engine (DCE)

A core component of Equitrac Office/Express, DCE handles communication with the embedded applications and terminals.

Device Routing Engine (DRE)

A core component of Equitrac Office/Express, DRE enables document flow from workstations to output devices. When a job is released, DRE captures the job characteristics and communicates the characteristics to CAS.

Follow-You Printing A secure printing feature that holds print jobs in a virtual print queue until the user “pulls” the print job to a selected device. A user can select a particular printer when they submit a print request, then walk to an entirely different compatible device in a predefined pull group, and pull the job to that device.

Force Monochrome A feature that allows the user to force a color job to print in black & white.


Glossary

Identification The process of entering a Primary PIN to gain access to a controlled MFP. Users may use the card reader, or the MFP control panel. Identification tells us who is attempting login without guaranteeing it is that user.

Multi-server Follow-You

A secure printing feature that extends the Equitrac Follow-You functionality to allow users to view and release secure print jobs from different print servers.

Offline A situation where DCE is not available to the device. Hardware failures, or communication failures on the network can create an offline situation. When CAS is offline, DCE will provide offline support with cached data. When DCE is offline, the Canon device goes into offline mode and supports the appropriate login feature based upon server settings.

Print Tracking The ability to track the attributes of a released network print job. For example, number of pages, page size, and color. With Canon MEAP all print tracking is done by DRE.

Primary PIN An ID— a sequence of letters or numbers—that uniquely identifies a user. The Primary PIN can be data encoded on a magnetic swipe card or entered on the MFP device keypad.

Print & Save A feature that allows a user to print a job without deleting it from the Equitrac print queue.

Release Key An Equitrac Express feature that lets users assign an alpha-numeric key value to their document when they submit a print request. When any user wishes to print the document they can find it by supplying the correct Release key.

Secondary PIN Typically is a password used to authenticate the user when used in conjunction with a Primary PIN or Alternate PIN. Secondary PINs may be optional.

Secure Document Release (SDR)

A feature that holds network print jobs in a secure virtual print queue. Users must authenticate at an MFP to release jobs from the secure queue. The goal of secure printing is to ensure that confidential information does not sit at an output device for public consumption.

Term Description

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