Installation Guide

2011 Equitrac Corporation

Equitrac Express4.2.3

Installation Guide

2 Equitrac Express Installation Guide

Equitrac Express 4.2.3 Installation Guide

Document History

2011 by Equitrac Corporation

All rights to this document, domestic and international, are reserved by Equitrac Corporation. 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 Equitrac.

Trademarks

Equitrac, Equitrac Express, Follow-You Printing, and PageCounter are registered trademarks of Equitrac Corporation.

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

December 13, 2011 Updated for Equitrac Express software release 4.2.3

July 11, 2011 Updated for Equitrac Express software release 4.2.2

January 28, 2011 Updated for Equitrac Express software release 4.2.1

August 11, 2010 Updated for Equitrac Express software release 4.2.0

June 30, 2009 Updated for Equitrac Express software release 4.1.1

July 30, 2008 Updated for Equitrac Express software release 4.1.0

August 31, 2007 Updated for Equitrac Express software release 4.0.3

February 16, 2007 Updated for Equitrac Express software release 4.0.2

September 25, 2006 Updated for Equitrac Express software release 4.0.1

May, 31, 2006 Initial document release for Equitrac Express 4.0

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.

Equitrac Express Installation Guide 3

Contents

1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Equitrac Express Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Core Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Optional Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Additional Licensed Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Equitrac Express Administrative Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Partner Integrated Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Supported Card Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Virtual Server Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Account Synchronization Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Preparing the Network and Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Determining the Install Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Server Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Management Tools Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Client Workstation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Virus Scanning Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

File Extensions to Exclude . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

2 Local Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Local Installation Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Installing the Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Configuring the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Microsoft SQL Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Oracle Database Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Applying Equitrac Express Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Verifying the Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Add a Printer on a TCP/IP Printer Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Convert a TCP/IP Port to Equitrac Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Add a Printer on an Equitrac Printer Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Device Registry Confirmation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Test Page Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Spool Setting Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Installation Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Contents


3 Remote Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Remote Installation Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Installing the Master CAS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Install Specific Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Configuring the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Microsoft SQL Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Oracle Database Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Applying Equitrac Express Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Granting Access Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Installing the Subsidiary CAS and Uplink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Configure the CAS Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Installing DRE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Installing DCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Installing DME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Verifying the Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Add a Printer on a TCP/IP Printer Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Convert a TCP/IP Port to Equitrac Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Add a Printer on an Equitrac Printer Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Device Registry Confirmation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Test Page Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Spool Setting Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Installing Release Stations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Installing MobileDCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Installation Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

4 Client Workstation Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Client Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Installing the Client Workstation on Windows Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Installing on a Single Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Installing Silently on Multiple Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Installing the Client Workstation on a Citrix or a Terminal Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Installing the Client Workstation on Macintosh Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Install the Macintosh Client and Macintosh DRC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Configuring Printers for Macintosh Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Macintosh DRC Printers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Test the Client Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63File Location and Ownership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63How to Restart the Macintosh DRC Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Contents


5 Silent Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Running Windows Installer in Silent Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Core Accounting Server (CAS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Document Routing Engine (DRE) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Device Control Engine (DCE) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Device Monitoring Engine (DME) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Administrative Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Auxiliary Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Installation Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Installing CAS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Installing DRE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Installing DCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Installing DME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Installing Administrative Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Installing Auxiliary Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Installing All Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Installing Batch Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Using Transforms to Set Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Transforms Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Properties Set Through a Transform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Installation Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

6 Upgrade Equitrac Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Planning an Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Upgrading the CAS Database from MSDE to SQL Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Uninstall the Previous Version of Equitrac Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Upgrade from MSDE to SQL Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Install Equitrac Express 4.2.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Performing an Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Phased Upgrade Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Upgrade Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Upload Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Upgrading in Silent Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Upgrading Client Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Upgrading Macintosh Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Upgrading from Equitrac Office 3.0.x to Equitrac Express 4.2.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

7 Uninstall Equitrac Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Uninstalling Client Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Windows (Local Uninstall) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92Windows (Silent Uninstall) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92Macintosh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Contents


Restoring Printers to Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Uninstalling Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Uninstalling in Silent Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Uninstall Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94


Introduction

Equitrac Express is a server-based print management and cost recovery solution for colleges, universities and K-12 schools.

Equitrac Express measures, monitors, and manages document output on your network. By regulating devices on the network, and local desktop printers, Equitrac Express tracks and controls photocopies, print jobs, scan jobs, and faxes with minimal administration.

There are several different installation methods you can follow to get Equitrac Express up and running. Read this chapter before beginning the installation to confirm the best option for your institution, the system requirements, and the tasks to complete before installing the software.

TopicsInstallation Overview

Equitrac Express Components

Preparing the Network and Database

Determining the Install Locations

System Requirements

Virus Scanning Setup

Additional Documentation

1

Chapter 1: Introduction


Installation OverviewEquitrac Express provides installation wizards to guide you through the server, client, and optional component installs.

There are several different types of deployment. Follow the instructions indicated to install the components in the correct order.

NOTE: Refer to ReleaseNotes.rtf on the CD for potentially important installation or upgrade information not contained in this document.

Deployment Description

Local All Equitrac Express server components are installed on a single machine. See Local Server Installation on page 21.

Remote Equitrac Express server components are deployed across multiple networked machines. See Remote Server Installation on page 35.

Cluster Equitrac Express components are distributed in a Windows cluster environment. See the Cluster Deployment Guide.

Upgrade An existing Equitrac Express 4.x installation currently in place. See Upgrade Equitrac Express on page 79.

Migration An existing PAS 2.5 installation is in currently in place. See the Equitrac Express Migration Guide to upgrade from PAS 2.5 to 3.0.3, then refer to Upgrade Equitrac Express on page 79.



Equitrac Express ComponentsEquitrac Express is comprised of both core and optional components. Core components are essential and must be installed on a Windows Server system. You can purchase optional components to customize the functionality to suit your needs.

Document Routing Engine

CoreAccounting

Server

DeviceMonitoring

Engine

CoreServer

Components

DeviceControlEngine

Client Workstation

Rules & Routing

Enterprise Uplink

DepositStation

CampusCard

PrintAssistant

DataSource

InterfaceModule

ReleaseStation



Core Server ComponentsEvery Equitrac Express installation relies upon a set of core components to provide basic accounting functionality. Core components can reside on a single Windows Server or you can deploy these components across multiple servers as outlined in Remote Server Installation on page 35.

Core Component Description

Core Accounting Server (CAS)

verifies users, calculates printing charges, and assigns charges to an appropriate user or group account

calculates charges using page count and job attribute information contains an accounting database where all printer, user, department, billing code,

transaction, and balance information is stored provides primary and secondary pricing structures to track different costs/billing scenarios provides dual pricing capabilities

Document Routing Engine (DRE)

routes network print jobs to the appropriate device communicates with attached printers to determine size and attributes of each print job;

passes the information to CAS fully integrated with the Windows printing subsystem enables the Port Monitor to receive and route print jobs to parallel or network-connected

printers

Device Control Engine (DCE)

enables document flow from Client Workstations to output devices such as printers, digital copiers, scanners, and plotters

provides transaction tracking at the device level communicates via different interfaces to control and management copy, fax, and hardware

devices such as PageCounter provides the ability to optionally configure caching of login credentials, enabling users to

log in on embedded clients and PageCounters even when network connection to CAS is lost

Device Monitoring Engine (DME)

tracks device status to proactively identify maintenance or replacement needs provide status information to the reporting engine define alert sets to notify an Administrator of impending problems or faults can redirect jobs based on device status

CASDRE

DCE

AdminAppsWindows

Server

DME



Optional ComponentsOptional components extend the functionality of Equitrac Express, and require additional licensing. Some optional components must be installed on a Windows Server; others are client-based and require a separate workstation. For detailed descriptions of these components, refer to the Equitrac Express Administration Guide.

Optional Component Description

Campus Card enables users to pay for printing with a campus card

Client Workstation set of features that provide job information and billing prompts to the user submitting a print request

Client Billing Desktop Printing Follow You Printing Cost Preview Prompt for Login the client workstation includes an optional module to enable accurate tracking of ports

configured with the standard TCP/IP port monitor (See Client Workstation Installation on page 53)

the workstation client includes Print Assistant functionality

Data Source enables a third-party print tracking system to upload transaction data to the Equitrac Express Core Accounting Server



Deposit Station allows users to transfer funds from a payment card to an existing Equitrac Express printing account

Enterprise Uplink enables central coordination of print transaction and accounting data from multiple sites (i.e. remote campus locations)

uploads transaction and account data from remote instances of CAS to the main accounting server

Interface Module supports control terminal devices (such as PageCounter, PageControl Stations, and Network Transaction Stations (NTS)) used to release documents and control copier and scanner access

supports controller interfaces to enable communication with multi-function devices

Print Assistant configure a pop-up window on user PCs to preview print job attributes, including cost, number of pages and more

information is collected from devices automatically over the network

Note: Print Assistant is also available with purchase of the Client Workstation.

Release Station acts as single point of release to control all print jobs from a secure print queue (also called Secure Printing)

Installation also loads a configuration utility to manage secure printing

Note: The Release Station option is included in the server installation wizard. To install a Release Station, run the Server installation wizard on the machine, and then select the Release Station option from the list of installable features.

Rules & Routing create rules to determine the handling of print jobs that meet specific criteria rules can accept, hold, deny or re-route print jobs based on rule criteria




Additional Licensed Features

You can further extend the Equitrac Express functionality by licensing these additional features:

Equitrac Express Administrative ApplicationsEquitrac Express Administrative Applications provide the tools to configure and manage network printing and tracking. When deploying Equitrac Express, you must install the Administrative Applications on each machine that will host CAS.

When installing CAS, the installation wizard also selects all Administrative Applications, forcing you to install these tools on the CAS server system. If you want to manage the system remotely, simply install the Administrative Applications on another machine within the deployment. If you correctly identify the master CAS server, and have Admin Access Permissions when you launch the tools, you can easily manage the system remotely. For information on setting Access Permissions, see the Equitrac Express Administration Guide.

Refer to the Equitrac Express Administration Guide for detailed information on these tools.


UNIX Print Server controls and tracks printers connected though a UNIX printer server requires a connection to the CAS service running on a Windows Server

Note: Does not support the Equitrac Express Client Workstation Client Billing Popup features.

Server Clustering enables printing and tracking in Windows cluster environments

For more information, see the Cluster Deployment Guide.

Additional Print Server licenses

enables tracking and/or monitoring for an additional 100 printers

Admin Tool Primary Function

System Manager manage system settings and configuration, including licensing

Accounts Manager set up accounts and maintain account details

Reports Manager run standard and customized reports

Device Management Console track device status to identify faults before they become problems

Department Manager manage accounts within a designated department only



Partner Integrated ConnectorsEquitrac Express also comes with several partner integrated connectors for select MFPs. All connectors require an External Data Connector license. Connector files and instructions are included on the Equitrac Express CD.

The following table lists and describes the available connectors.

NOTE: For information on system requirements for these connectors, consult your connector manufacturers applicable manuals.

Supported Card HardwareFor print vending, Equitrac Express supports the following card hardware. If you need to connect to a vending device not shown in the table above, contact Equitrac for details.

NOTE: All supported vending hardware connects to the Release Workstation via a serial port.

Connector Description

RightFax a command line import utility to receive RightFax print transaction data to send to CAS

KIP a command line import utility to import KIP plotter print transaction data to send to CAS

SAP a command line import utility to import SAP records into CAS

eCopy version 4.2 and version 5

Equitrac passes users login ID and email address to eCopy. Scan transactions are recorded by Equitrac

Manufacturer Accepted card reader models

Access Control Technologies Inc. ACT-355

B.E.A.R DCS-2000

Cartadis TC11, TCRS

Equitrac DebitLog

Infineer or Absec 6202/6208/6406/6502

Intercard AS 3880

Jamex 7114 (James Payment Controller)

Schlumberg-DANYL D/AUX

Xafax AS 6200

XCP 5870 (Unit or Value cards), 5871/5571/5812, 5512 (Unit or Value cards)



Virtual Server SupportEquitrac Express is fully supported on all hardware platforms compatible with Windows Server 2003 and 2008. The use of Equitrac Express under virtual environments such as Virtual Server or VMWare is generally supported and is fully expected to work correctly, as long as such environments fully support the server operating system (e.g. Windows Server 2008), as Equitrac Express does not make any assumptions about the underlying hardware platform. Care must be taken when configuring the virtual environment to ensure adequate CPU and memory resources are available to the systems running the Equitrac solution. If adequate resources are not defined or available there can be an impact on performance. Consult your account representative for details.

Account Synchronization SupportEquitrac Express supports account synchronization with Active Directory (AD), Active Directory Lightweight Directory Services (AD LDS), Lightweight Directory Access Protocol (LDAP), and Novell Directory Services (NDS) eDirectory.

NOTE: AD LDS synchronization is supported under certain conditions. Please refer to Microsoft TechNote entitled Synchronize with Active Directory Domain Services (http://technet.microsoft.com/en-us/library/cc794836(WS.10).aspx) for further information.



Preparing the Network and DatabaseAlthough the Equitrac Express installation process is quite simple, you must gather network details and prepare the database prior to the install. It is recommended that the SQL Server or Oracle databases be installed prior to running the Equitrac Express installation. The SQL Express database must be installed first, otherwise Equitrac Express will not perform the required database setup and will quit the install routine without installing any components.

Prior to install, you should:

1 Plan system roles.

2 Determine the installation destination for each of the Equitrac Express components.

NOTE: Before you deploy Equitrac Express on the network, ensure that you have Administrator privileges on all machines that must be installed and configured.

3 Verify that your network configuration is prepared to handle the communication between Equitrac Express components, including document routing to the network printers.

4 Install and configure TCP/IP protocol on the intended print server machine and on network printers.

5 Install and configure the database.

If you are using SQL Server 2008 or SQL Server 2008 Express, you may configure the database to use Windows Authentication Mode or mixed mode authentication (Windows Authentication and SQL Server Authentication).

CAUTION: If you are using SQL Server Authentication, an error may occur indicating that the eqcas password does not meet Windows password policy requirements as it is too short. In order to correct this, you need to change the minimum password length in your Domain Security Policy settings.

NOTE: Microsoft recommends using Windows Authentication Mode where possible, as it provides secure validation and encryption of passwords.

Determining the Install LocationsDepending on the size of the Equitrac Express deployment and your network requirements, you can choose to install all server components on a single machine or you can deploy across multiple servers. If you deploy on a single machine, the install is referred to as local. See Local Server Installation on page 21 for installation workflow.

If you deploy across multiple servers, the install is considered remote. See Remote Server Installation on page 35 for installation workflow.



System RequirementsBefore you install Equitrac Express ensure that the client and server machines you plan to use meet the minimum operating requirements outlined below.

Server RequirementsThe following table lists minimum operating requirements only. To maximize performance in high-volume print environments, you require additional disk space and memory, and a faster processor.

Server Components Software Platforms1Recommended Hardware Platforms2



Device Monitoring Engine (DME)

Windows Server3 2003, 2003 R2 (x86, x64)4, 2008 (x86, x64)4,7, 2008 R2 (x64)4,7

Windows Small Business Server 2011 Essentials/Standard

Intel Pentium III or AMD Athlon CPU

1 GB of system memory 1 GB of available disk space

Core Accounting Server (CAS)Database

Microsoft SQL Server3 2008 Express

Microsoft SQL Server3 2008, 2008 R2

Oracle2 11g, 11g R2

1-2 GB of available disk space for database



Device Monitoring Engine (DME)Cluster Server

Windows, 2003, 2008 cluster7 Intel Pentium III or AMD Athlon CPU


Print Server (DRE)with Rules and Routing orSecure Document Release

Windows Server3 2003, 2003 R2 (x86, x64)4, 2008 (x86, x64)4,7,2008 R2 (x64)4,7


Red Hat Fedora Core 3 to 75

Red Hat Enterprise for Linux Servers 4 or 55

HP - UX IA64 11.235

Solaris SPARC 95

Solaris 10 (SPARC, x64)5

Open SUSE Linux 9, or 105

SUSE Linux Enterprise 9 or 10 5

SUSE Linux 10 SP3 OES2 SP3 iPrint (x86, x64)4

SUSE Linux 10 SP4 OES2 SP3 iPrint (x86, x64)4

Intel Pentium III or AMD Athlon CPU


Print Server (DRE)Cluster server

Windows 2003, 2008 cluster7 Intel Pentium III or AMD Athlon CPU




Management Tools Requirements

Client Workstation Requirements

1 For all software platforms, ensure that the latest service packs are applied. 2This column indicates minimum hardware requirements only; high printing volumes and/or large installations

may require substantially higher performance hardware. 3 Users/Site Network Administrators are responsible for securing Microsoft Client Access Licenses as required. 4 x86 refers to 32-bit architecture; x64 refers to 64-bit architecture (IA64 chip set is not supported).

5 Supported with LPR and CUPS. 6 Tracking Direct IP Printing via DRC is not supported on Citrix/Terminal Server.7 Windows Server 2008 Server Core is not supported.

The system operating requirements are updated regularly. Please refer to the latest Equitrac Express Technical Specifications document available from the Equitrac Partner Portal for the most up-to-date information.

Management Tools Software Platforms1Recommended Hardware Platforms2

System Manager

Accounts Manager

Department Manager

Reports Manager

Release Station

Device Monitoring Console

Windows Server3 2003, 2003 R2 (x86, x64)4, 2008 (x86, x64)4,7, 2008 R2 (x64)4,7


Windows XP Professional

Windows Vista Business/ Enterprise/

Ultimate (x86, x64)4

Windows 7 Professional/ Enterprise/


Intel Pentium III or AMD Athlon CPU 512 MB of system memory 5 MB of application disk space

Client Tools Software Platforms1Recommended Hardware Platforms2

Workstation Client

Print Assistant Windows XP Professional (x86, x64)4

Windows Vista Business/Enterprise/


Windows 7 Professional/Enterprise/


Citrix/Terminal Server6

Macintosh OS 10.4+

Intel Pentium III or AMD Athlon CPU 512 MB of system memory 20 MB of application disk space



Virus Scanning SetupTo ensure successful communication between Equitrac Express services, there are certain folders and file extensions that you should exclude from virus scanning.

Server Folders to Exclude

Equitrac recommends that you exclude the following server folders from virus scanning:

The folder and sub-folders containing Equitrac Express

The SPOOL folder that the Windows spooler service is configured to use. The default location for all printer spool files is %SystemRoot%\System32\Spool\Printers.

For Windows Server 2008:C:\Documents and Settings\\Local Settings\Temp

For Windows Server 2003: C:\Documents and Settings\\Local Settings\Application Data\Equitrac (installation path)

Where is the account under which the Equitrac services are running.

NOTE: The installation path depends on the location where Equitrac was installed on the server. If you installed Equitrac services on another drive letter or at another location altogether, substitute that drive letter and path in the paths listed above.

On a cluster, also exclude cache folders on any shared disks used by Equitrac components, including the spool folders used by print spooler shared disks.

File Extensions to ExcludeExclude the following file extensions from virus scanning:

database files (mdf, ldf)

trace log files (log)



Additional DocumentationTo learn more about the advanced features and functionality of the Equitrac Express Suite, refer to the table below for an outline of the product guides.

Guide When to refer to this guide

Planning Guide Use this guide to evaluate and plan an Equitrac Express deployment on your network.

Administration Guide After installing Equitrac Express, use this guide to configure Equitrac Express for use at your campus.

Cluster Deployment If you are deploying Equitrac Express in an existing cluster environment, use this guide to plan the installation.

Equitrac Embedded Guides Available for Various Manufacturers

Use these manufacturer specific guides for Equitrac embedded clients.

Print Server Module Guides:

UNIX Linux iPrint

If your deployment utilizes a UNIX print server, use these guides to configure the print server after the installation is completed.

Online Help Contents

Release Station Help Instructions and reference information about using Release Station to release jobs for pint.

Client Billing Help Instructions and reference information about using Client Billing.

Cashier Help Instructions and reference information about using Cashier to add funds to user accounts.


Local Server Installation

A local installation places all Equitrac Express components and Administrative Applications on a single machine. This type of installation is appropriate for small site deployment. If you are deploying Equitrac Express across a large site, refer to Remote Server Installation on page 35.

If you are upgrading from Equitrac Express version 4.2.1 or 4.2.2 to version 4.2.3, refer to Upgrade Equitrac Express on page 79. If you are migrating to Equitrac Express 4.2.3 from PAS 2.5, refer to the Equitrac Express Migration Guide for complete instructions.

NOTE: A direct upgrade from Equitrac Express version 4.2.0 or earlier to version 4.2.3 is not supported. If you are upgrading from version 4.2.0 or earlier, you must uninstall the current version of Equitrac Express and any applicable hotfixes, and then install version 4.2.3. Refer to Uninstall Equitrac Express on page 91 and then proceed to Local Installation Workflow on page 22 for details.

Ensure that you follow the workflow steps carefully to guarantee a successful installation.

Refer to ReleaseNotes.rtf on the CD for potential important installation or upgrade information not contained in this document.

TopicsLocal Installation Workflow

Installing the Server Components

Configuring the Database

Applying Equitrac Express Licenses

Verifying the Server Installation

Installation Troubleshooting

2

Chapter 2: Local Server Installation


Local Installation WorkflowBefore you proceed, ensure that the network and database are prepared for the Equitrac Express installation. See Preparing the Network and Database on page 16.

Use the following workflow to install all Equitrac core server components on a single machine, as shown in the following diagram.

CASDRE

DCE DME

AdminTools

Windows Server

ApplyLicenses

Activate and register all Equitrac Express server components. You require the serial numbers for each component.

Page27

InstallServer

Components

Install the Equitrac Express server components and the Administrative Applications on the server system(s).

Page23

Configure the

DatabaseConfigure a SQL or Oracle database to communicate with Equitrac Express.

Page25

Verifythe

InstallCreate a printer and ensure that print tracking is successful. Page30



Installing the Server ComponentsWhen installing Equitrac Express, the installation wizard allows you to select the server components to install per machine. For a local installation, install all components on the same machine. If you are installing all server components on a single machine, you only need to run the wizard once.

NOTE: For Windows Server 2003/2003 R2 and Server 2008/2008 R2 operating systems, make sure the server is up to date with the latest service packs, or manually download and install the latest version of Windows Installer from www.microsoft.com. Windows Installer 4.0 (or later) is required to install Equitrac Express 4.2.3. If you do not have Windows Installer 4.0 (or later) the following error displays: This installation package cannot be installed by the Windows Installer service. You must install a Windows service pack that contains a newer version of the Windows Installer Service.

1 Close all other applications on the server prior to running the Equitrac Express installation.

2 Launch the Equitrac Express installation wizard.

If you are installing from the Equitrac Express CD, click the Install Server button, and then select 32-bit to begin the install for a 32-bit machine, or select 64-bit to begin the install for a 64-bit machine.Or

If you are installing from an electronic distribution, download and run the 32-bit or 64 -bit server Setup.exe file.

3 At the Welcome screen, click Next to begin the installation process.4 Read the Software License agreement, and click Yes to accept it.5 Select the features you want to install on this machine, then click Next. By default, all Server Components and

Administrative Applications are selected. Leave the default selections for a Local installation.

6 Select the interface language you want in the Select Language screen, and click Next. The Administrative Applications displays this language.

CAUTION: You cannot change the language settings after the initial installation. To change the display language, you must uninstall and reinstall Equitrac Express, changing the language selection during the installation. This language selection is independent of the regional language setting on the machine, meaning that you can run Equitrac Express in Italian even if the machines regional setting is French.



7 On the Select database type screen, select the type of database to store the CAS data, and click Next.

If you select SQL Express, type the instance name of the database on the current machine. If you select SQL Server, type the name of the computer where the Microsoft SQL Server database is

installed in the Database Server Name screen. Click Next to continue. If you select Oracle, the Oracle client is automatically located by the wizard and the wizard advances to the

next screen without any prompts.

8 On the User Name for Services screen, enter a UserID and Password for the Equitrac services, and click Next.

NOTE: When entering the UserID, Domain accounts must use the domain name (e.g. domain\username). If you are using a SQL Express database that is not on a domain and you are using local accounts, you must enter the computer name, followed by the userID (e.g. computername\userid).

9 Enter the Equitrac Express Accounting server name, and click Next.10 Click Install to start the installation process. The installation wizard copies files, sets up services, and creates

shortcuts to the Administrative Applications.

11 At the end of the process, click Finish to exit the installation wizard and begin initial configuration.



Configuring the DatabaseAfter installing CAS, additional configuration is required for Microsoft SQL Server and Oracle databases. If you selected the SQL Express database, the installation wizard starts the services when the installation is complete without any further configuration.

When using Mixed Mode authentication on a SQL Server, the Equitrac SQL scripts creates the eqcas user account in the eqcas database and grants this ID Database Owner rights (DBO). The Equitrac service will use this eqcas account for the ODBC connection.

When using Windows authentication on a SQL Server, the domain user starting the Equitrac services must be granted DBO privileges to the eqcas database. Please consult Microsoft on the best methods to accomplish this. The Equitrac service will use this Windows account for the ODBC connection.

Microsoft SQL Server ConfigurationFor general instructions on implementing Microsoft SQL Server, refer to your Microsoft SQL Server documentation.

1 On your SQL Server database system, create a database named eqcas.2 Using a Microsoft SQL Server provided tool, such as Query Analyzer, connect to the eqcas database and execute

the following SQL scripts located on CAS in C:\Program Files\Equitrac\Express\Database. The scripts must be executed in the following order:

a CAS_SQLServer.sql - creates schema

b CAS_SysData_SQLServer.sql - adds system data

c CAS_SysData_SQLServer_EE.sql - adds system data

d EQCASSQLServerInstall.sql - creates an eqcas user ID

3 Shutdown CAS, and remove all connections to the eqcas database.

4 Connect to the same instance and run the EQCASSQLEXPR2005.sql script to streamline functionality (run on SQL Server 2005 & 2008 and SQL Server 2005 Express & 2008 Express).

NOTE: If you change the database name from eqcas, you must also change the database name accordingly in the EQCASSQLEXPR2005.sql script.

5 On the accounting server, the Equitrac Express installation process created an ODBC System DSN named eqcas. Use this system DSN to verify communication to your Microsoft SQL Server.

6 Start the Equitrac Express Core Accounting Server service.

7 To set up Equitrac Express reports within SQL Server, open a command prompt, navigate to C:\Program Files\Equitrac\Express\Accounting Service and execute the following command:eqrptload.exe -a -f reports\EEreportlist.csv -u -v EQvariables.csv -h globalstyle.txtwhere represents the system name of your accounting server. For example:eqrptload.exe -a PRINTSV1 -f reports\EEreportlist.csv -u -v EQvariables.csv -h globalstyle.txt

Equitrac Express is now configured to use the Microsoft SQL Server database.



Oracle Database ConfigurationFor general instructions on implementing an Oracle database, refer to your Oracle documentation. These instructions configure the Oracle database to function with Equitrac Express.

1 On your Oracle database server, create a database named eqcas.2 Using an Oracle provided tool, such as SQL *Plus, connect to the eqcas database and execute the following

Oracle scripts located on CAS in C:\Program Files\Equitrac\Express\Database. The scripts must be executed in the following order:

a CAS_Oracle.sql - creates schema

b CAS_SysData_Oracle.sql - adds system data

c CAS_SysData_Oracle_EE.sql - adds system data

3 On the accounting server, create an eqcas ODBC System DSN and verify communication with this DSN to your Oracle database system.

NOTE: Oracle 64 bit client version 10.2.0.4 or higher is required for the Oracle ODBC System DSN.

4 To ensure your Oracle database properly executes the long statements in the final SQL script, open a command prompt, navigate to C:\Program Files\Equitrac\Express\Tools and execute the following command.eqdbloader -f -d -u -p For example:eqdbloader -f "c:\Program Files\Equitrac\Express\Database\ CAS_Loader_Oracle_EE.sql" -d Oracle_DSN -u eqcas -p eqcas

5 Start the Equitrac Core Accounting Server service.

6 To set up Equitrac Express reports within the Oracle database, open a command prompt, navigate to C:\Program Files\Equitrac\Express\Accounting Service and execute the following command:eqrptload.exe -a -f reports\EEreportlist.csv -u -v EQvariables.csv -h globalstyle.txtwhere represents the system name of your accounting server. For example:eqrptload.exe -a ACCTSRV-1 -file reports\EEreportlist.csv -upload -v EQvariables.csv -h globalstyle.txt

Equitrac Express is now configured to use the Oracle database.



Applying Equitrac Express LicensesAlthough you can run Equitrac Express in an unlicensed mode, Equitrac recommends registering the component license(s) in the System Manager Administrative Application before you perform any system configuration tasks. If you add physical devices prior to activating the license, the print queues will not appear in the System Manager.

Licensing requires a combination of a serial number and an activation code to enable each Equitrac Express component. Although the serial numbers are supplied with the software, you must also enter an activation code. There are two ways to enter this codeautomatically via an internet connection, or manually by requesting the codes via telephone or email. Regardless of the method you prefer, follow the instructions below to apply licenses and activate components.

1 Start System Manager by selecting Start > All Programs > Equitrac Express > System Manager. 2 In the Select accounting server dialog box, select the Core Accounting Server (CAS) with which System

Manager is associated, then click Connect.

CAS coordinates all Equitrac Express components and acts as a guardian for your device resources. The System Manager must be able to establish a connection with CAS before the Administrative Applications open and you can begin configuration. CAS collects information from and writes to a single accounts database, so you can connect to only one accounting server at a time.

3 When System Manager opens, click Licensing in the left pane.4 Under Current tasks, click Add license, or click in the right pane.5 When the Equitrac Express activation window opens, click Next to begin 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 number, click Add to add it to the list, then enter additional numbers as required.

7 When all numbers are entered, click Next. 8 Select Automatic online activation or Manual activation, and click Next.

NOTE: If you do not have a connection to both the Internet and CAS, choose Manual activation.

9 For Manual activation, do the following:a Contact Equitrac at http://www.equitrac.com or by telephone to obtain the corresponding 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 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.

b 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

c 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 the data using an HTTP connection to the Equitrac activation server. If the connection fails, the Activation wizard prompts for verification that you have configured the default gateway correctly, and that the Internet is accessible from this machine. You can retry or cancel the activation request at this point.

d The Activation wizard transmits the data and Equitrac returns the status of the activation code(s). The Wizard automatically records the license activation in System Manager, and displays the following activation results:

Serial number

Activation code

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 licenseunless you purchased an Enterprise 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.



Verifying the Server InstallationAfter the server components are installed, you need to verify the following:

1 The device is registered in System Manager.

2 Print transactions are recorded in the database.

3 The printer spool is setup correctly.

Once verification is successful, you can install additional components or begin initial Equitrac Express configuration.

However, device registration depends on whether you have existing devices that you want Equitrac to monitor, or if you need to set up new devices on the system. For existing devices, see Convert a TCP/IP Port to Equitrac Port on page 31. For new devices, you can either create a standard TCP/IP port and then convert it to an Equitrac port (see Add a Printer on a TCP/IP Printer Port on page 30), or you can create an Equitrac port directly (see Add a Printer on an Equitrac Printer Port on page 31).

Add a Printer on a TCP/IP Printer Port

NOTE: The following procedures outline how to add a printer in a Windows environment. Equitrac Express also supports Unix print servers. For printer setup details, refer to the Unix Print Server Guide.

1 Using the standard Windows interface, open the Add Printer wizard. 2 Follow the prompts to add a local printer and create a new port. 3 When prompted, select Standard TCP/IP Port as the type of port you want to create and click Next.

The Add Printer wizard displays and you are prompted to ensure that the printer device is turned on, connected to the network, and properly configured.

4 Specify a Printer name or IP Address, and click Next.The wizard supplies a Port name based on the printer name or IP address. If another naming convention is preferred, rename the port accordingly.

5 Click Finish to complete the Standard TCP/IP Port Wizard.6 Specify the Manufacture and printer model, and click Next.

NOTE: If the device is part of a pull group, it must use the same drivers as all other devices in the pull group. You must select the model of the pull group driver, not the model of the device.

NOTE: If the DRE is a 64-bit server you must remember to also load the 32-bit driver to the server.

7 Specify the physical Printer name. This is the name of the device that is displayed in System Manager. 8 Complete the remaining steps in the Wizard, and select Yes when prompted to print a test page. 9 Review the details for this new port and device registration, and click Finish to close the Add Printer wizard, or

Back to change any of the settings. 10 Confirm that the test page printed successfully.



Convert a TCP/IP Port to Equitrac PortUse the Equitrac Printer Conversion Wizard to convert from a TCP/IP port. Converting from TCP/IP to Equitrac ports allows them to be quickly converted back to TCP/IP ports to determine if errors within the print environment are due to the Equitrac server or the normal print environment.

NOTE: If you are working in a cluster environment, these instructions do not apply. See the Cluster Deployment Guide to set up Equitrac Ports for clusters.

1 Select Start > All Programs > Equitrac Express > Printer Conversion Wizard.2 Click Next on the Welcome screen to continue with the conversion.3 Set the Print server location to Local machine if the printers are on the same server where you are running the

Printer Conversion Wizard, or use Remote server if the printers on are a different serversuch as a cluster environment.

4 Select Convert printers to use Equitrac Port.5 Optional Uncheck Auto-discover model if the printers are off-line or have SNMP disabled. If selected, the

wizard sends an SNMP request to each device, and then times-out on each failed connection attempt, greatly increasing the time to run the conversion.

6 Click Next.7 Select all of the printers to be converted, and click Next.8 When the conversion process is complete, click Finish.9 In the Printers and Faxes window, print a test page for EACH converted printer.

10 Confirm that the test page printed successfully.

11 Verify that the physical device and its corresponding printer port and print queue appear in System Manager > Devices. See Device Registry Confirmation on page 32.

12 Produce a Detailed activity by device report and verify that the test page appears in the report. See Test Page Tracking on page 33.

Add a Printer on an Equitrac Printer PortAlternately, you can create Equitrac printer ports for new devices directlyinstead of creating and converting standard TCP/IP ports.

1 Using the standard Windows interface, open the Add Printer wizard.2 Follow the prompts to add a local printer and create a new port.3 When prompted, select Equitrac Port as the type of port you want to create and click Next.

The Add Equitrac Printer Port wizard displays and you are prompted to ensure that the printer device is turned on, connected to the network, and properly configured.

4 Click Next and select Physical printer as your Device Type from the drop-down list.



5 Specify a Printer name or IP Address. The wizard supplies a Port name based on the printer name or IP address. If another naming convention is preferred, rename the port accordingly.

6 Click Next to continue with the port configuration options. The Port Configuration screen displays. The Detected device information displays automatically if the wizard is able to collect this data from the printer.

7 Select the Use custom settings option: If you select Raw port communication, identify the TCP Port number, and specify if the port monitor

should hold the connection open.

If you select LPR, specify the name of the print Queue on the physical device (e.g. PORT1). If you select Specific device, select the appropriate Manufacturer and Model from the drop lists. The device

uses the relevant default communications parameters based on these selections.

8 Click Next and specify the Physical device name. This is the name of the device that is displayed within Equitrac Express System Manager.

9 Review the details for this new port and device registration, and click Finish to close the Add Equitrac Printer Port wizard, or Back to change any of the settings.

10 Specify the Manufacture and printer model, and click Next.

NOTE: If the device is part of a pull group, it must use the same drivers as all other devices in the pull group. You must select the model of the pull group driver, not the model of the device.

NOTE: If the DRE is a 64-bit server you must also load the 32-bit driver to the server.

11 Complete the remaining steps in the Wizard, and select Yes when prompted to print a test page.12 Confirm the Windows printer details and click Finish to exit the wizard, or Back to change settings as

necessary.

13 Confirm that the test page printed successfully.

14 Verify that the physical device and its corresponding printer port and print queue appear in System Manager > Devices. See Device Registry Confirmation on page 32.

15 Produce a Detailed activity by device report and verify that the test page appears in the report. See Test Page Tracking on page 33.

Device Registry ConfirmationAfter the Equitrac printer ports have been set up, confirm that Equitrac Express is able to monitor the print queue of the new printer.

1 Start System Manager by selecting Start > All Programs > Equitrac Express > System Manager.2 If necessary, select the local server and click Connect. The System Manager window displays.3 Select the Devices link in the left pane. When you select the link, the application retrieves device information

from any network devices configured with an Equitrac Port Monitor.



4 Verify that the right pane displays a physical device with the name you specified within the Add Equitrac Printer Port wizard. If the device is not listed, disregard the remaining steps in this procedure, and refer to Installation Troubleshooting on page 34.

5 In the right pane, select and expand the device to view the port and print queue for the device you just added.6 Select the print queue to review default information such as pricing and device behavior. Equitrac Express is

installed with default pricing of 0.01 per page.

Test Page TrackingVerify that Equitrac Express has successfully recorded the Print test transaction in the database by generating a report to view the transaction information.

1 Start Accounts Manager by selecting Start > All Programs > Equitrac Express > Accounts Manager. 2 In the left pane, click the Reporting link. A list of report groups displays in the right pane.3 In the right pane, expand the Detailed Activity option.4 Click the Detailed activity by network user link.5 Click OK to maintain the Select report criteria default values and generate the report. The generated report

displays a test print transaction charged to the automatically-generated account of the user who initiated the test print.

The successful generation of this report indicates that the Equitrac Express server is correctly installed and is ready for further configuration.

If the report did not generate successfully, refer to Installation Troubleshooting on page 34.

Spool Setting VerificationOn each printer managed by DRE, confirm the following:

1 Open the Printer properties dialog box, and switch to the Advanced tab. 2 Verify that the Spool print documents so program finishes printing faster option is selected; and not the

Print directly to the printer option.By default, printers installed on Windows server 2003 and 2008 are set to Spool print documents so program finishes printing faster > Start printing immediately, and do not need to be changed. The Start printing after last page is spooled option can also be selected.

CAUTION: If the Print directly to the printer option is selected, a job may start printing before the job details can be sent from a client workstation to DRE. In this case, DRE does not know to hold the job until data such as release key or billing code can be associated to the job, or to wait for a cost preview dialog box for users to accept or cancel the print job.




If Device Does not Appear in System ManagerDevices appear in System Manager only when you add a Equitrac port to the device, or convert an existing port to an Equitrac Port. If a device is not appearing, try the following:

Refresh the System Manager window often while adding new or converted devices. CAS requires about 30 seconds of time to update all required environment variables before populating System Manager with device information. If the System Manager devices view is open while adding new devices or converting ports, you may solve the problem with a simple refresh.

For existing devices, convert the port. See Convert a TCP/IP Port to Equitrac Port on page 31.

For new devices, add an standard TCP/IP port, and then convert it, or add an Equitrac port directly. See Add a Printer on a TCP/IP Printer Port on page 30 or Add a Printer on an Equitrac Printer Port on page 31.

If Report Did Not GenerateIf you received an error message during the report generation test, either the report definitions did not load, or the CAS service is not running. Open the Windows Services Administration tool, and look at the status of the Equitrac CAS service. If the status is not Started, right-click on the service and select Start from the menu. Run the test again to generate the report.

If you see an error message again, the report definitions may not be loaded.

If Licensing FailsIf licensing fails during Automatic Activation, ensure that the Accounting Server is available prior to activation. CAS controls licensing for all components, and if unavailable during activation, the activation fails. Components remain in an unlicensed state until CAS confirms a valid license.

After initial licensing, components cache their assigned license codes locally and use the cached information if the accounting server is unavailable.

Ensure that you entered all serial numbers precisely. Remember that each component requires a separate license, unless you purchased a Suite license.

If the Serial Number is DeniedIf you apply a license and the Licenses view shows the status as Denied, the serial number may already be registered to a different system ID. Contact the Equitrac Customer Support Center to resolve this problem.


Remote Server Installation

Equitrac Express server and client components can be installed across multiple machines to balance the print and transaction load. This distribution of components is called a Remote install, and involves two or more networked machines that will house specific Equitrac Express components. A remote installation involves several different networked machines that will house Equitrac Express components. You must determine the appropriate network deployment for your enterprise before you install a single Equitrac Express component.

This chapter provides the steps needed to install all Equitrac Express server components across multiple machines. If you want to install all Equitrac Express server components on a single machine, refer to Remote Server Installation on page 35. If you are upgrading from Equitrac Express version 4.2.1 or 4.2.2 to version 4.2.3, refer to Upgrade Equitrac Express on page 79. If you are migrating to Equitrac Express 4.2.3 from PAS 2.5, refer to the Equitrac Express Migration Guide for complete instructions.

NOTE: A direct upgrade from Equitrac Express version 4.2.0 or earlier to version 4.2.3 is not supported. If you are upgrading from version 4.2.0 or earlier, you must uninstall the current version of Equitrac Express and any applicable hotfixes, and then install version 4.2.3. Refer to Uninstall Equitrac Express on page 91 and then proceed to Remote Installation Workflow on page 36 for details.

Ensure that you follow the workflow steps carefully to guarantee a successful installation.

Refer to ReleaseNotes.rtf on the CD for potential important installation or upgrade information not contained in this document.

TopicsRemote Installation Workflow

Installing the Master CAS

Configuring the Database

Applying Equitrac Express Licenses

Granting Access Permissions

Installing the Subsidiary CAS and Uplink

Installing DRE

Installing DCE

Installing DME

Verifying the Server Installation

Installing Release Stations

Installing MobileDCE


3

Chapter 3: Remote Server Installation


Remote Installation WorkflowFollow the steps shown below to deploy the Equitrac server and client components across multiple machines.

Install the Subsidiary

CAS & Uplink

If deploying more than one CAS, run the installation wizard and select only CAS and the Admin Apps in the Select Features screen. Configure the Uplink feature.

Page44

Install DRE

On each machine that will host a DRE, run the installation wizard and select only Document Routing Engine and System Manager in the Select Features screen.

Page46

Install the Master CAS

Run the installation wizard, and select only CAS and the Admin Apps in the Select Features screen. If deploying a single CAS only, install all Administrative Applications on this machine.

Page37

Configure the

Database

Configure an Oracle or SQL database to communicate with Equitrac Express.

Page39

Apply Licenses

Activate and register licenses for all Equitrac Express components. You require the serial numbers for each component, and the machine name where each component will be installed.

Page41

GrantAccess

Permissions

Configure the Admin permission so that a user who will have Administrative privileges on the DRE Print Server (configured later) also has administrative access to the master CAS.

Page43

Install DCE

On each machine that will host a DCE, run the installation wizard and select only Document Control Engine.

Page46

Install DME

On each machine that will host a DME, run the installation wizard and select only Device Monitoring Engine and Device Management Console in the Select Features screen.

Page46

Verifythe

InstallationCreate a printer and ensure that print tracking is successful. Page47

InstallReleaseStation

Install Release Station software on a dedicated station (optional). Within a secure print environment, this station is used to release documents held in the secure queue.

Page51



Installing the Master CASRun the Server installation wizard on each machine within the deployment, and select only the components required per machine. You must follow the order of the steps shown in the installation workflow on the previous page for each machine.

Install Specific Server Components

NOTE: For Windows Server 2003/2003 R2 and Server 2008/2008 R2 operating systems, make sure the server is up to date with the latest service packs, or manually download and install the latest version of Windows Installer from www.microsoft.com. Windows Installer 4.0 (or later) is required to install Equitrac Express 4.2.3. If you do not have Windows Installer 4.0 (or later) the following error displays: This installation package cannot be installed by the Windows Installer service. You must install a Windows service pack that contains a newer version of the Windows Installer Service.

1 Close all other applications on the server prior to running the Equitrac Express installation.

2 Launch the Equitrac Express installation wizard.

If you are installing from the Equitrac Express CD, click the Install Server button, and then select 32-bit to begin the install for a 32-bit machine, or select 64-bit to begin the install for a 64-bit machine.Or

If you are installing from an electronic distribution, download and run the 32-bit or 64 -bit server Setup.exe file.

3 At the Welcome screen, click Next to begin the installation process.4 Read and accept the Software License agreement, and then click Next.5 Select the features you want to install on this machine, then click Next. By default, all Server Components and

Administrative Applications are selected. Deselect all options not required for the machine you are installing.

Component Select these features:

Master CAS Core Accounting Server All Administrative Applications

Subsidiary CAS Core Accounting Server System Manager

DRE Document Routing Engine

DCE Device Control Engine

DME Device Monitoring Engine Device Monitoring Console

Note: The DME component is not bundled with the Equitrac Express Small Campus Edition.



6 Select the interface language you want in the Select Language screen. The Administrative Applications displays this language.

CAUTION: You cannot change the language settings after the initial installation. To change the display language, you must uninstall and reinstall Equitrac Express, changing the language selection during the installation. This language selection is independent of the regional language setting on the machine, meaning that you can run Equitrac Express in Italian even if the boxs regional setting is for French.

7 If you choose to install CAS from the Select Features screen, then you need to select the type of database where the CAS data will be stored from the Select Database screen, then click Next.

NOTE: If you did not choose to install CAS, the installation wizard will not display this screen.

If you select SQL Express, type the instance name of the database on the current machine. If you select SQL Server, type the name of the computer where the Microsoft SQL Server database is

installed in the Database Server Name screen. If you select Oracle, the Oracle client is automatically located by the wizard and the wizard advances to the

next screen without any prompts.

8 Specify a UserID and Password for services in the User Name for Services screen.

NOTE: This screen appears only if you are installing a server component. When entering the UserID, Domain accounts must use the domain name (e.g. domain\username). If you are using a SQL Express database that is not on a domain and you are using local accounts, you must enter the computer name, followed by the userID (e.g. computername\userid).

CAUTION: When installing the Equitrac components across multiple machines, you MUST enter the same user credentials for each machine. These credentials are used to start and run all services. If you fail to enter the same credentials on all components, CAS will not respond to requests by DCE, DRE, or DME.

9 Enter the Equitrac Express Accounting server name, and click Next. 10 Click Install to start the installation process. The installation wizard copies files, sets up services, and creates

shortcuts to the Administrative Applications.

11 At the end of the process, click Finish to exit the installation wizard and begin initial configuration.



Configuring the DatabaseAfter installing CAS, additional configuration is required for Microsoft SQL Server or Oracle databases only. If you selected the SQL Express database, the Installation Wizard starts the services when the installation is complete without any further configuration.

When using Mixed Mode authentication on a SQL Server, the Equitrac SQL scripts creates the eqcas user account in the eqcas database and grants this ID Database Owner rights (DBO). The Equitrac service will use this eqcas account for the ODBC connection.

When using Windows authentication on a SQL Server, the domain user starting the Equitrac services must be granted DBO privileges to the eqcas database. Please consult Microsoft on the best methods to accomplish this. The Equitrac service will use this Windows account for the ODBC connection.

Microsoft SQL Server ConfigurationFor general instructions on implementing Microsoft SQL Server, refer to your Microsoft SQL Server documentation.

1 On your SQL Server database system, create a database named eqcas.2 Using a Microsoft SQL Server provided tool, such as Query Analyzer, connect to the eqcas database and execute

the following SQL scripts located on CAS in C:\Program Files\Equitrac\Express\Database. The scripts must be executed in the following order:

a CAS_SQLServer.sql - creates schema

b CAS_SysData_SQLServer.sql - adds system data

c CAS_SysData_SQLServer_EE.sql - adds system data

d EQCASSQLServerInstall.sql - creates an eqcas user ID

3 Shutdown CAS, and remove all connections to the eqcas database.

4 Connect to the same instance and run the EQCASSQLEXPR2005.sql script to streamline functionality (run on SQL Server 2005 & 2008 and SQL Server 2005 Express & 2008 Express).

NOTE: If you change the database name from eqcas, you must also change the database name accordingly in the EQCASSQLEXPR2005.sql script.

5 On the accounting server, the Equitrac Express installation process created an ODBC System DSN named eqcas. Use this system DSN to verify communication to your Microsoft SQL Server.

6 Start the Equitrac Express Core Accounting Server service.

7 To set up Equitrac Express reports within SQL Server, open a command prompt, navigate to C:\Program Files\Equitrac\Express\Accounting Service and execute the following command:eqrptload.exe -a -f reports\EEreportlist.csv -u -v EQvariables.csv -h globalstyle.txtwhere represents the system name of your accounting server. For example:eqrptload.exe -a PRINTSV1 -f reports\EEreportlist.csv -u -v EQvariables.csv -h globalstyle.txt

Equitrac Express is now configured to use the Microsoft SQL Server database.



Oracle Database ConfigurationFor general instructions on implementing an Oracle database, refer to your Oracle documentation. These instructions configure the Oracle database to function with Equitrac Express.

1 On your Oracle database server, create a database named eqcas.2 Using an Oracle provided tool, such as SQL *Plus, connect to the eqcas database and execute the following

Oracle scripts located on CAS in C:\Program Files\Equitrac\Express\Database. The scripts must be executed in the following order:

a CAS_Oracle.sql - creates schema

b CAS_SysData_Oracle.sql - adds system data

c CAS_SysData_Oracle_EE.sql - adds system data

3 On the accounting server, create an eqcas ODBC System DSN and verify communication with this DSN to your Oracle database system.

NOTE: Oracle 64 bit client version 10.2.0.4 or

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