Equitrac PageCounter Field Service Manual Download

Page: 17 / 126

Overview:
Terminal Features

Configurable Mode 2 Functionality

1 - 9

• Session Cost—When enabled, this feature displays the session cost at the end of the

session. For example,

4 jobs ($3.20)

. When this feature is disabled, the terminal

hides session cost information.

• Prompt for Billable—When enabled, this feature allows users to define transactions as

billable or non-billable. You can configure a billable label field to accompany this
feature.

Refer to the

Equitrac Office Administration Guide

Equitrac Express Administration Guide

for

configuration details.

Summary of Contents for PageCounter

Page 1: ...Field Service Manual ...

Page 2: ...ced 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 is a registered trademark of Equitrac Corporation PageCounter is a trademark of Equitrac Corporation All other brands and their products are trademarks or registered trademarks of their respective hold...

Page 3: ...x and Scan Control 1 5 Mode 1 and Mode 2 Communication 1 6 Standard Terminal Features 1 6 Optional Terminal Features 1 7 Configurable Mode 1 Functionality 1 7 Configurable Mode 2 Functionality 1 8 Terminal Modes 1 10 Functional Modes 1 10 Idle Mode 1 10 Data Entry Mode 1 10 Ready Mode 1 10 Operational Modes 1 11 Mode 1 Operational Modes 1 11 Mode 2 Operational Modes 1 12 Terminal and Software Comp...

Page 4: ...ax only 2 14 Check all Data Entry Options as enabled 2 14 Upgrading and Downgrading Terminal Firmware 2 15 Upgrading Existing Terminal Firmware from 1 0 x to 1 1 x 2 15 Upgrading Existing Terminal with EDI Support 2 16 Upgrading Existing Copy Terminal to Copy Fax Terminal 2 16 Downgrade Terminal Firmware 2 16 Configuring SmartPrompts 2 18 SmartPrompt Criteria 2 18 SmartPrompt Actions 2 18 Example ...

Page 5: ... 29 Configure Sep Key 3 29 Security 3 30 Mode 2 Manager Mode Options 3 31 Quick View of Mode 2 3 31 Version 3 32 Network 3 33 Set Control System 3 33 Use BOOTP 3 33 Use DHCP 3 34 Use Static IP 3 34 Contrast 3 35 Test Hardware 3 35 Test Keyboard 3 35 Test Display 3 36 Test Copier 3 36 Devices 3 36 Device0 3 36 EDI Settings 3 38 User Settings 3 41 Configure Sep Key 3 41 Data Entry Options 4 1 Data E...

Page 6: ...ode at the Fax Device 4 12 Performing Transactions 5 1 Mode 1 Functional Modes 5 2 Idle Mode 5 2 Data Entry Mode 5 2 Ready Mode 5 3 Mode 1 Operational Modes 5 4 Accessing an Operational Mode 5 4 Entering Accounting Data 5 4 Performing a Transaction 5 5 Performing a Photocopy Transaction 5 5 Performing a Scan Transaction 5 6 Performing a Disbursement Transaction 5 7 Issuing Credits 5 7 Releasing Se...

Page 7: ...formation 7 2 Downloading Database Files 7 3 Terminal Error Messages 7 4 Terminal Symptoms 7 5 Error on Terminal Bootup 7 5 Terminal Screen is Garbled 7 6 Terminal Does Not Enable Disable Controlled Device 7 6 Terminal Does Not Count Copies 7 6 Terminal Copy Count is Inaccurate 7 7 Cannot Issue Credits 7 7 Text Description Display Not Working Properly 7 7 Terminal Does Not Accept Speed Code 7 7 Va...

Page 8: ...Table of Contents Document Name and Version vi ...

Page 9: ...geCounter terminals to authorize and track transactions on office machines This chapter provides information on the specifications features and functional and operational modes of PageCounter terminals This chapter also describes terminal compatibility with different versions of Equitrac Accounting System Software At a Glance Product Specifications Terminal Features Terminal Modes Terminal and Sof...

Page 10: ... x 14 x 28 cm Unpackaged without keypad 7 88 x 4 14 x 2 36 in 20 x 10 5 x 6 cm Unpackaged with keypad 7 88 x 7 29 x 2 36 in 20 x 18 5 x 6 cm Weight Packaged Fax No Keypad 4 05 lbs 1837 g unpackaged 0 99 lbs 448 g Packaged No Fax With Keypad 4 55 lbs 2064 g unpackaged 1 46 lbs 662 g Packaged 1 Fax No Keypad 4 25 lbs 1928 g unpackaged 1 25 lbs 570 g Packaged 1 Fax With Keypad 4 80 lbs 2177 g unpacka...

Page 11: ...y Entry Validation For Mode 1 the PageCounter can be configured for up to 8 data entry fields The terminal also maintains all validation tables in its permanent storage Transaction Storage All transactions regardless of whether they have been sent to the accounting system are stored in the terminal Transactions are written into the terminal s transaction buffer The size of the buffer is configurab...

Page 12: ...eletes characters to the left of the cursor END Ends the current transaction and returns to Idle mode SEP Enters special delimited code values ENTER Accepts an entry at a data entry field required if AutoEnter is not enabled RECALL Displays a list of previously entered accounting information SEARCH Searches for accounting data based on the first set of characters in a code or in a codeʹs descripti...

Page 13: ...al ends the transaction When a user performs a Search or Scan the new firmware returns potential matches in groups or pages of 50 Users can scroll through each page of 50 entries and can use the Previous Next options to move between pages The new firmware enables PageCounter terminals to record scan transactions from eCopy ShareScan OP devices Changes in Mode 2 Communication For a terminal using M...

Page 14: ...re Minimum Software Version Required Equitrac Professional Enterprise Edition 4 63 with PCPTableGen exe version 5 1 0 10 or higher Equitrac Professional Enterprise Edition 4 62 with PCPTableGen exe version 5 1 0 10 or higher and AGS_SQLite dll Equitrac Professional Enterprise Edition 4 6 with S4SR8b10 exe PCPTableGen exe version 5 1 0 10 or higher and AGS_SQLite dll System 4 3 2 or higher with pat...

Page 15: ...2 Terminal collects billing codes and PINs entered at the PageCounter terminal Configurable Mode 1 Functionality A System administrator can configure the following terminal functionality Hold timeout Extends the user timeout value by a specified amount of time Total Charge Transaction Cost Display Displays or hides the Page Count and Total Charge for successful transaction at the Ready screen The ...

Page 16: ...s You can enforce copy and print usage limits on user accounts You can enable other configuration features in Mode2 directly from Equitrac Office or Equitrac Express such as Rules and Routing You can configure Equitrac Office to accept hold deny or re route to specific devices any print requests that meet specific criteria These rules increase throughput within your printing environment Printer Pu...

Page 17: ...s 3 20 When this feature is disabled the terminal hides session cost information Prompt for Billable When enabled this feature allows users to define transactions as billable or non billable You can configure a billable label field to accompany this feature Refer to the Equitrac Office Administration Guide or Equitrac Express Administration Guide for configuration details ...

Page 18: ...ty in Data Entry mode or Ready mode Data Entry Mode When a user begins entering data in the first data entry field the terminal enters Data Entry mode The terminal transitions to Data Entry mode seamlessly so it treats the first key the user presses as the initial character in the first data entry field Users can enter accounting data into the fields displayed on the Data Entry screen When enterin...

Page 19: ...des A PageCounter terminal using Mode 1 communication can support up to four operational modes including Photocopy mode The terminal tracks copies made at a photocopier Disbursements mode The terminal tracks disbursements made at the terminal Fax mode The terminal tracks faxes made at either the terminal or the fax device Job Code mode The terminal records job codes used for fax transactions made ...

Page 20: ...odes A PageCounter terminal using Mode 2 communication can support one of three different modes Photocopy Mode The terminal tracks copies made at a photocopier Print Release Mode The terminal holds printed documents in a queue until an authorized user releases or deletes them Photocopy and Print Release Mode The terminal tracks copies made at a photocopier and holds printed documents in a queue un...

Page 21: ... Professional Enterprise Edition 4 63 with PCPTableGen exe version 5 1 0 10 or higher Equitrac Professional Enterprise Edition 4 62 with PCPTableGen exe version 5 1 0 10 or higher and AGS_SQLite dll Equitrac Professional Enterprise Edition 4 6 with S4SR8b10 exe PCPTableGen exe version 5 1 0 10 or higher and AGS_SQLite dll Equitrac Professional 3 50 or higher Equitrac Software Minimum Software Vers...

Page 22: ...pendent of database size Equitrac Professional Upgrade to version 3 52 Equitrac Professional EE Upgrade to version 4 63 or use the PCPTableGen exe utility System4 Upgrade to Equitrac Professional EE 4 63 or install communications service releases 6 and 8 then use the PCPTableGen exe utility Note When upgrading the database conversion process takes time to complete you cannot log in to the terminal...

Page 23: ...d protected mode of operation called Manager Mode Containing the configuration options within a password protected mode prevents users from making accidental or undesired configuration changes This chapter provides information on accessing Manager Mode and describes menu items specific to initial configuration For detailed information on the Manager Mode menus see Manager Mode Configuration Option...

Page 24: ...ODE 1 Accounting System Minimum Software Version Required Equitrac Professional Enterprise Edition 4 63 with PCPTableGen exe version 5 1 0 10 or higher Equitrac Professional Enterprise Edition 4 62 with PCPTableGen exe version 5 1 0 10 or higher and AGS_SQLite dll Equitrac Professional Enterprise Edition 4 6 with S4SR8b10 exe PCPTableGen exe version 5 1 0 10 or higher and AGS_SQLite dll System 4 3...

Page 25: ...lephone or fax cables The telephone or fax cables are available separately You must install and configure the terminal as a fax terminal For information see Configuring the Terminal for Fax Control on page 2 9 Requirements for Scan Control If using the PageCounter for scan device control refer to the following section for supported eCopy or Xerox devices You will need a foreign interface cable for...

Page 26: ...DC535 545 555 Spar Release 27 18 013 Note If the specified version OR LATER software is not installed the customer should call the Xerox support center and request the ScanPost SPAR fix be installed on their device Customers should request that the above stated version be installed for their specific device Installation Instruction Procedure To install a terminal within the client s infrastructure...

Page 27: ...4 If you are replacing a terminal make a configuration changes to the terminal before proceeding to the next step 5 Connect the terminal to the network Plug an Ethernet cable into the PageCounter Ethernet port and connect the other end to either an Ethernet hub or to an Ethernet wall jack if appropriate You may connect another device for example a network printer to the Expansion Ethernet port Not...

Page 28: ...t password can be changed by the System administrator using Manager Mode The permanent password for Equitrac Service Technicians only is EQU To enter alphabetic characters on a terminal without a keyboard press the HOLD key to display an alphabet on the display screen Use the function keys to move the cursor to the desired character and press ENTER Press the HOLD key again to return to the entry s...

Page 29: ...figures the terminal to work with any of the following accounting systems Equitrac Professional Enterprise Edition System 4 or Equitrac Professional Mode 2 configures the terminal to work with the Equitrac Office PrintLog Accounting Server PAS and Print Release System PRS with CampusControl accounting systems 1 Reboot the terminal by disconnecting and reconnecting the power source from the termina...

Page 30: ...option and assign the terminal a static IP address 2 Press the 4 key to select the 4 Terminal Name option Use the numeric keypad to enter a terminal name and press ENTER Note When the accounting system is Equitrac Professional Enterprise Edition or System 4 always prefix the terminal name with SAL to ensure that the accounting system host uploads an appropriate firmware update 3 Press the 5 key to...

Page 31: ...l to request an IP address from the accounting system See Use BOOTP on page 3 33 for details Note Depending on the accounting system one of the following components or services respond to requests for an IP address on the local subnet and allocate IP addresses to the PageCounter terminals as they reboot For PAS the NTS Controller service For PRS with CampusControl the CampusControl service For Equ...

Page 32: ...ge 2 6 for details f At the Manager Mode menu screen press the 4 key to select the Devices options g Press the 1 key to select Device1 options h Turn the Bypass key to the OFF position i Press the 2 key to select the Fax Autodetect option j Place a single sheet of paper in the fax device k Dial 123 then press START at the fax machine You will hear a series of beeps and once the PageCounter termina...

Page 33: ... are connected to the network you must configure the terminal and device to enable communication with the Equitrac system software For information on configuring PageCounter terminals in the system software see the documentation provided with the software Once both the terminals and devices are configured for the Equitrac system software the terminals are ready for use ...

Page 34: ... port and connect the other end to either an Ethernet hub or to an Ethernet wall jack if appropriate You may connect another device for example a network printer to the Expansion Ethernet port Note If the terminal is used as a hub for another device and the terminal loses power or is disconnected the device connected to the Expansion port loses network connectivity When you have connected the term...

Page 35: ...ork activity is detected Check that the PageCounter properly monitors the activity at the controlled equipment Perform at least five transactions at each terminal Check Interrupt Function if enabled Make sure the PageCounter functions properly in each of the four interrupt levels by performing at least five interrupt transactions See Interrupt on page 4 7 for details Check Operational Modes Make s...

Page 36: ...ast transmissions Perform at least five broadcast transmissions Ensure that you attempt to send broadcasts by manually entering the phone numbers and by using list dial numbers Check all Data Entry Options as enabled Make sure the PageCounter functions properly using each of the configured data entry options such as Search Scan Recall and Speed Codes See the PageCounter Usage Guide for details ...

Page 37: ...terminal firmware If you upgrade the terminal firmware alone terminal downtime is inevitable 1 Use Web Admin to re initialize validation table data to delete validation tables from the terminal a Select Config Re init b Select the Re init validation table data option c Click Re initialize Note If you do not delete validation table data the terminal converts existing dbf files to eqsystem db Only t...

Page 38: ...nsure that the PageCounter terminal contains the necessary fax hardware required to upgrade the terminal to a copy fax terminal Upload a new config txt file to the accounting system that contains copy fax capabilities 1 Turn the Bypass key to the ON position 2 Access Manager Mode See Accessing Manager Mode on page 2 6 for details 3 Select Network and press ENTER 4 Change the terminal name from SAL...

Page 39: ...sk1 SAL11xDownGrade exe c Click Run The following files are removed Disk1 eqcontrol db Disk1 eqsystem db Disk1 UserLoginTracking bin Disk1 Queue log Disk1 MeterCount bin Additional files may be removed or renamed upon completion 4 Reboot the terminal 5 Using Web Admin select the Databases option Note This database step is required to allow an upgrade back to versions 1 1 x and higher to occur prop...

Page 40: ... type of information users must enter in a data entry field for a SmartPrompt action to occur You can use all six criteria to build a single SmartPrompt or you can build multiple prompts for a terminal using one or more criteria per prompt Remember that for each terminal you can only use a total of six criteria Note SmartPrompt criteria including syntaxes that include the following codes do not wo...

Page 41: ...mpt to place information in a specific field that field must be a disabled field or a field farther along in the prompting sequence You cannot place a text string in any field of the transaction record that contains an accounting code Example 1 Disable Field 4 Field 4 is enabled when the transaction starts SmartPrompt Criteria If a code entered in Field 2 starts with a 9 and ends with four numeric...

Page 42: ...Installation and Initial Configuration Configuring SmartPrompts SmartPrompt Actions 2 20 ...

Page 43: ...Counter terminal it is possible to change more than one configuration setting before exiting Manager Mode Certain setting changes require a PageCounter reboot before taking effect whereas others do not If you are changing a setting that requires a reboot and you need it to take effect immediately press F3 Otherwise wait until you make all changes before rebooting the device The Manager Mode menu s...

Page 44: ...umber key to select any Manager Mode menu option For example press the 1 key to select Network option At the Main Menu press the F3 function key to exit Manager Mode and reboot the terminal Quick View of Mode 1 The following quick view includes all available Manager Mode options in Mode 1 To access Manager Mode see Accessing Manager Mode on page 2 6 Main Menu 1st Sub Menu 2nd Sub Menu 3rd Sub Menu...

Page 45: ...4 Delete Net Config 5 Restore to default 8 MyPrint Settings 2 Contrast 3 Test Hardware 0 Test Keyboard 1 Test Display 2 Test Copier 4 Devices 0 Device0 0 Copier Properties 1 Copy Pulse Timing 2 View Comm Log 3 Scan Settings 0 Terminal IP 1 Scan Copier IP 2 Ether Device Type 0 None 1 eCopy 2 eCopy v2 3 Xerox 0 Xerox JST Delta Main Menu 1st Sub Menu 2nd Sub Menu 3rd Sub Menu 4th Sub Menu 5th Sub Men...

Page 46: ...EDI 1 Baud Rate 2 Data Bits 3 Stop Bits 4 Parity 5 Start Position 6 End Position 7 User Hex Value 5 Database 0 9 Table 0 thru Table 9 A F Table 10 thru Table 15 G NONBILLABLE H PHSCODE 6 Meters 0 Copy 1 Disb 2 Fax 3 JbCode 7 User Settings 0 Hold Time 1 Jobcode Timeout 2 Date Time 3 End of Day Process 4 Unattended Time Main Menu 1st Sub Menu 2nd Sub Menu 3rd Sub Menu 4th Sub Menu 5th Sub Menu ...

Page 47: ...ys to scroll through the following options on the screen Press the corresponding number key to select an option Note When you change network configuration options the PageCounter terminal reboots when you exit Manager Mode 5 Speaker Setting 0 Enable Speaker 1 Disable Speaker 6 Configure Sep Key 8 Security Version Information Description VER PageCounter firmware version NAME Terminal identification...

Page 48: ...e host server type Press the 0 key at the Network menu screen to select the Set Control System option The terminal screen displays the following options depending on the terminal firmware version Use BOOTP This option is applicable to Mode 2 only Terminal Firmware Set Equitrac System Options Function Current Terminal Firmware 0 MODE 1 1 MODE 2 Mode 1 configures terminal type communication compatib...

Page 49: ...esponding number key to select an option 0 Set IP Address 1 Set Mask 2 Set Gateway 3 Set Server IP Note Enter leading zeros for IP address values Use the BACK key or the function keys to move back or forward through the string of characters When the cursor is in the desired location use the number keys to type over the IP address characters that you want to change Set IP Address Press the 0 key at...

Page 50: ...ntrol system server as well Press the F3 key twice to return to the Network menu screen Press F3 again to return to the user prompt When you exit the Terminal Name feature after you make a change the terminal does not reboot Control Sys IP The Control Sys IP option configures the IP address of the control system server Press the 5 key at the Network menu screen to display a prompt for the IP addre...

Page 51: ...1 Yes 2 No Press the corresponding function key to confirm your selection The PageCounter displays the following Accept changes 1 Yes 2 No Press the corresponding function key to confirm your selection The PageCounter returns to the Network menu Press F3 to reboot the device Delete All Tables The Delete All Tables feature enables you to delete transaction and validation tables from the database Pr...

Page 52: ... When prompted to accept your changes press the 1 key Press the 2 key to return to the Reinit Terminal menu screen without deleting user tables Delete User Config The Delete User Config feature enables you to delete the terminal s user configuration file User txt and revert to the default configuration Press the 2 key to delete the terminal s user configuration file The following prompt displays o...

Page 53: ...information The following prompt displays on the screen Delete Net Config 1 Yes 2 No Press the 1 key to delete the network settings When prompted to accept your changes press the 1 key Press the 2 key to return to the Reinit Terminal menu screen to cancel the function without deleting the network settings Restore to Default Press the 5 key to delete all of the terminal s current configuration file...

Page 54: ... the F3 key to select BACK to return to the Manager Mode menu screen Press F3 again to reboot the terminal Test Hardware The Test Hardware option tests the PageCounter terminal for any problems with the keyboard or terminal display Press the 3 key at the Manager Mode menu screen to select the Test Hardware option The terminal displays the following test options Press the corresponding number key t...

Page 55: ...y the following data on the screen COUNT Displays the number of copies made during a test phase ATTRIB Displays the binary attributes that the copier sends Once you have configured the terminal to test the copy control port make copies using your copier Ensure that the terminal displays the correct number of copies on the screen When finished testing press the F3 key to select BACK and return to t...

Page 56: ...ENTER key type the desired value and press ENTER again to save the setting Copy Pulse Timing Press the 1 key to configure the length of the pulses in milliseconds the copier sends to the terminal The terminalʹs pulse recognition is set at a default range that reads most copier pulses Typically you do not have to modify this setting Copier Properties Description Max Complete Time The default transa...

Page 57: ...ering the IP address enter complete octets without periods Scan Copier IP Press the 1 key to configure the IP address of the MFP hosting the embedded scan solution At the prompt use the number keys to enter the IP address and press Enter Note When entering the IP address enter complete octets without periods Ether Device Type Press the 1 key to configure the terminal for scan support The following...

Page 58: ...ng number key to select an option 0 Fax Properties 1 Communication Test 2 Fax Autodetect 3 View Comm Log Fax Properties Press the 0 key to display fax device configuration options The following options display on the screen Use the arrow keys to scroll to each option you want to configure To change a fax device configuration value use the arrow keys to select the desired option Press the ENTER key...

Page 59: ...r 1 and after that it accepts a 7 digit number for a local long distance telephone number Local Syntax The number of digits acceptable for a local telephone number used with the fax machine For example if the terminal displays 10N it accepts a 10 digit number for a local telephone number You can enter a range of 7 to 10 digits for a local telephone number DS International The international dial st...

Page 60: ...e of fax machine is sending the signal The terminal displays whether the fax machine is a V 34 machine or a Non V 34 machine Note If you connect a PageCounter to one fax machine then disconnect it and reconnect it to a different fax machine you must perform the fax autodetect feature for the new machine View Comm Log Press the 3 key to display a log of the DTMF streams the terminal has recorded fr...

Page 61: ...An arrow indicates the terminal s current configuration Press the corresponding number key to enable or disable the external device The terminal saves the setting and returns to the EDI Settings menu Baud Rate Press the 1 key to configure the communication speed between the terminal and the external reader device The following options display on the screen 0 600 1 1200 2 2400 3 4800 4 9600 e 5 144...

Page 62: ...y to change the Parity setting The terminal saves the setting and returns to the EDI Settings menu Start Position Press the 5 key to configure the position in the data stream at which a user code begins In a datastream consisting of the numbers 0123456789 for example a start position of 3 means that the first digit in the user code Consult the documentation supplied with the external device reader...

Page 63: ...tion The terminal displays the following options Press the corresponding character key to select an option 0 Table0 1 Table1 2 Table2 3 Table3 4 Table4 5 Table5 6 Table6 7 Table7 8 Table8 9 Table9 A Table10 B Table11 C Table12 D Table13 E Table14 F Table15 G NONBILLABLE H PHSPCODE Press the F3 key to select BACK to return to the Manager Mode menu screen Press F3 again to reboot the terminal Tables...

Page 64: ... aware that the record no longer exists on the terminal If you delete a record from the terminal but not from the control system then perform a full validation upload the validation upload adds the record back onto the terminal Press the 2 key to delete a record from a table At the prompt select the record to delete and press ENTER Press F3 to return to the Database menu screen NONBILLABLE You may...

Page 65: ...er exists on the terminal If you delete a speed code from the terminal but not from the control system then perform a full validation upload the validation upload adds the speed code back onto the terminal Press F3 to return to the Database menu screen Meters The Meters option displays transaction information and counts for different functions of the terminal such as photocopies faxes and so on Pr...

Page 66: ...ing information on fax transactions press the arrow keys to navigate through the information on the screen Photocopy Transaction Data Description Normal Transaction The number of photocopy transactions performed using valid accounting information A single transaction may contain several copies Normal Count The total number of photocopies performed using valid accounting information Credit Transact...

Page 67: ...nsaction may contain several pages Bypass Count The total number of pages faxed with the terminal in bypass mode Last Date set The last date the Meters option was changed Disbursement Transaction Data Description Normal Transaction The number of disbursement transactions performed using valid accounting information A single transaction may contain several individual disbursements Normal Count The ...

Page 68: ...5 Speaker Setting 6 Configure Sep Key Press the F3 key to select BACK to return to the Manager Mode menu screen Press F3 again to reboot the terminal Job Code Transaction Data Description Normal Transaction The number of fax transactions performed using job codes containing valid accounting information A single transaction may contain several pages Normal Count The total number of pages faxed usin...

Page 69: ... value When you have specified the desired hold time press the ENTER key to save the setting and return to the User Settings menu JobCode Timeout The JobCode Timeout option configures the job code expiration up to 24 hours for the terminal When users create job codes on the current terminal those codes expire after the duration you specify in the JobCode Timeout setting Press the 1 key at the User...

Page 70: ... the 2 key to configure the current time zone At the prompt press the corresponding number key to select a time zone Press the ENTER key to save the setting and return to the Date Time menu Daylight Savings Press the 3 key to configure the terminal to adjust for daylight savings time The following prompt displays on the screen Use Daylight Savings 1 Yes e 2 No An arrow indicates the terminal s cur...

Page 71: ...function keys or the BACK key to edit the time When you have specified the unattended finish time press the ENTER key to save the time and return to the User Settings menu Speaker Settings The Speaker Settings option controls the audible terminal tones Press the 5 key at the User Settings menu screen to display the following options Press the corresponding number key to select an option 0 Enable S...

Page 72: ...ress ENTER 3 Press the HOLD key again 4 Press the ENTER key to save the separator value and return to the User Settings menu screen Security The Security option configures the Manager Mode password on the terminal Press the 8 key at the Manager Mode menu screen to display a prompt for the existing password Enter the password and press ENTER When prompted enter the new password and press ENTER to c...

Page 73: ... 2 by default Press the corresponding function keys to return to previous Manager Mode menu screens At the main Manager Mode menu screen press the F3 function key to reboot the terminal Quick View of Mode 2 The following quick view includes all available Manager Mode options in Mode 2 To access Manager Mode see Accessing Manager Mode on page 2 6 Main Menu 1st Sub Menu 2nd Sub Menu 3rd Sub Menu 4th...

Page 74: ...r 4 Devices 0 EDI Settings 0 Enable EDI 1 Baud Rate 2 Data Bits 3 Stop Bits 4 Parity 5 Start Position 6 End Position 7 Uses Hex Value 5 User Settings 0 Configure Sep Key Version Information Description VER PageCounter firmware version IP Device IP address MSK Subnet mask GTW Network gateway CS TYPE The Equitrac control system software type SRV Server IP address SER Device serial number MAC Unique ...

Page 75: ...enu screen to select the Set Control System option The terminal screen displays the following options depending on the terminal firmware version Use BOOTP The Use BOOTP option instructs the terminal to broadcast a request for an IP address on the local subnet Note Depending on the control system one of the following components or services respond to requests for an IP address on the local subnet a...

Page 76: ...he control system Press the 3 key at the Network menu screen to select the Use Static IP option When you configure the terminal for Static IP communication the terminal displays the Setting network method to STATIC message then displays the following Static IP menu options Press the corresponding number key to select an option 0 Set IP Address 1 Set Mask 2 Set Gateway 3 Set Server IP Note Enter le...

Page 77: ...rker Press the F3 key to select BACK to return to the Manager Mode menu screen Press F3 again to reboot the terminal Test Hardware The Test Hardware option tests the PageCounter terminal for any problems with the keyboard or terminal display Press the 3 key at the Manager Mode menu screen to select the Test Hardware option The terminal displays the following test options Press the corresponding nu...

Page 78: ...g data on the screen COUNT Displays the number of copies made during a test phase ATTRIB Displays the binary attributes that the copier sends Once you have configured the terminal to test the copy control port make copies using your copier Ensure that the terminal displays the correct number of copies on the screen When finished testing press the F3 key to select BACK and return to the Test Hardwa...

Page 79: ...e 2 key to display a log of the copier pulse times recorded by the terminal Scan Settings Press the 3 key to configure scan support configuration options The following options display on the screen Press the corresponding number key to select an option 0 Terminal IP 1 Ether Device Type Copier Properties Description Max Complete Time The default transaction release time when no copy pulses are dete...

Page 80: ...rox option the following option displays on the screen Press the corresponding number key to select the option or press the F3 key to select BACK to return to the Ether Device Type menu 0 Xerox JST Delta When the terminal tracks scans made on supported Xerox scan devices select the 0 key to select the Xerox JST Delta option The JST Delta option configures the job submission time value for the Xero...

Page 81: ...capabilities of the terminal The following prompt displays on the screen Enable EDI 1 Yes 2 No e An arrow indicates the terminal s current configuration Press the corresponding number key to enable or disable the external device The terminal saves the setting and returns to the EDI Settings menu Baud Rate Press the 1 key to configure the communication speed between the terminal and the external re...

Page 82: ...o change the Parity setting The terminal saves the setting and returns to the EDI Settings menu Start Position Press the 5 key to configure the position in the data stream at which a user ID or PIN begins In a datastream consisting of the numbers 0123456789 for example a start position of 3 means that the first digit in the user ID or PIN is 2 Consult the documentation supplied with the external d...

Page 83: ...Configure Sep Key The Configure Sep Key option configures the character used to separate validation codes into their account and sub account components For example a validation code may contain an account code a separator and a sub account code such as 001 2235 Use the Configure Sep Key option to configure the terminal to recognize the character as the delimiter between the account and sub account...

Page 84: ...Manager Mode Configuration Options Mode 2 Manager Mode Options User Settings 3 42 ...

Page 85: ... 4 1 4 Data Entry Options The data entry options available depend on the communication mode your terminal uses either Mode 1 or Mode 2 and the type of transaction you are performing At a Glance Data Entry Options Data Entry Options for Fax Transactions ...

Page 86: ... or scan for data at the terminal and then select the necessary accounting information Searches are based on either the initial characters in a code or in a code s description but not both For example a code search for 123 finds 12345 and 123 999 as possible matches Scans are based on either any combination of characters found anywhere in a code or in a code s description but not both For example ...

Page 87: ...s a list of matching descriptions as soon as it advances to the configured data entry field after the code in the previous field is verified The terminal defaults to Auto Description Searches Press the corresponding function key for SCAN to switch to Auto Description Scans First Key Code Search First Key Code Scan The terminal displays a list of matching codes after the first character is typed in...

Page 88: ...he PageCounter narrows its search and updates the list of matching information displayed on the screen Note If a Search or Scan option is not selected for any given field the default setting of no search scan is configured For that field the search and scan keys are disabled Recall The Recall option is available only on terminals using Mode 1 communication The Recall option retrieves a list of pre...

Page 89: ...lable only on terminals using Mode 1 communication The Speed Code option functions like a speed dial on a telephone Speed codes enable users to replace an accounting code including optional fields they have skipped or left blank with their own short alphanumeric code When a user enters a speed code the terminal automatically enters the accounting information previously assigned to that code For ex...

Page 90: ...nnot provide a password and can therefore not configure a terminal wide speed code 7 Enter a unique speed code and press ENTER 8 Enter a description for the speed code and press ENTER Note If the speed code you entered already exists the terminal asks you if you want to replace the existing code Select the corresponding function key for NO to enter a different speed code Select the corresponding f...

Page 91: ...m the list 4 Press the corresponding function key for DELETE 5 Press the corresponding function key for Yes to confirm the deletion and then press ENTER Note You may be prompted to enter a password before you can delete a speed code If you are authorized to delete speed codes type your password and press ENTER Interrupt The Interrupt feature is available only on terminals using Mode 1 communicatio...

Page 92: ...nication When the terminal includes a magnetic card device reader users can enter data by swiping an encoded magnetic card magstripe card instead of using the keyboard Using a Proximity Card The radio frequency card reader is available only on terminals using Mode 2 communication When the terminal includes a radio frequency card reader device users can enter data by holding an encoded card proximi...

Page 93: ... device Terminal Data Entry When you enter your accounting data at the PageCounter terminal the terminal enables the phone line and enables the fax device Perform the following to enter accounting data at the terminal 1 Take the fax device off hook and insert the pages to fax 2 At the terminal enter accounting information for each field by performing one of the following Enter the accounting code ...

Page 94: ... each piece of data using the designated enter key typically the key For example 0006 user 00001 client 000008 matter Note The terminal validates each entry as it is received from the fax device If you make an invalid or incorrect accounting data entry hang up and start over To use the redial feature on the fax device you must enter all accounting data at the fax device The redial feature on the f...

Page 95: ...E 2 Enter appropriate accounting information in each data entry field by performing one of the following as needed Enter the accounting code If necessary press ENTER after each field entry Enter accounting data at a field using the Search Scan Recall or Speed Code options using the function keys Note Edit entered codes by moving back to the previous field using the Up arrow key Then use the BACK k...

Page 96: ...x Device Perform the following to use a predefined job code with accounting data only at the fax device 1 Take the fax device off hook 2 At the fax device press the key two times 3 Enter the job code using the keypad 4 Press the fax deviceʹs designated enter key typically the key For example 505102 5 Enter the destination fax number at the terminal when prompted or at the fax device 6 Press the fa...

Page 97: ...ry Options Data Entry Options for Fax Transactions Job Codes Data Entry 4 13 4 Press the fax device s START button to transmit the fax 5 Press the STOP key at the fax device to stop or cancel a fax transaction ...

Page 98: ...Data Entry Options Data Entry Options for Fax Transactions Job Codes Data Entry 4 14 ...

Page 99: ...nter terminals to perform transactions Understanding this workflow can help you optimize the setup and configuration of terminals at a particular client site You can also reference the PageCounter Usage Guide and Administration Guide for details on operating the PageCounter terminal At a Glance Mode 1 Functional Modes Mode 1 Operational Modes Mode 2 Functionality ...

Page 100: ...e terminal display software version date time terminal name serial number site ID IP method terminal IP subnet gateway total disk space free disk space control system control type whether the terminal is communicating and the last pulse message RECALL Displays a list of previously entered accounting data select an entry to use SEARCH Searches for accounting data based on the first set of character...

Page 101: ...n or after a configurable period of keyboard inactivity in Data Entry mode or Ready mode Ready Mode After a user completes all required accounting entries at the Data Entry screen the terminal enters Ready mode and displays the Ready screen At this point the user can use the controlled device to make a transaction The Ready screen displays page count data and a timer for device timeout The Ready s...

Page 102: ...ssing the appropriate operational mode entering accounting data and performing the transaction Accessing an Operational Mode Perform the following to switch from one operational mode to another 1 Press the corresponding function key for MODE 2 Press the corresponding number key for the mode you want to use For example select COPY FAX or JBCODE 3 Perform your transaction using the controlled device...

Page 103: ...priate authorization release a secure document to a printer or send a fax Performing a Photocopy Transaction Perform the following to gain access to the photocopy device 1 Ensure that the terminal is in Copy mode a Press the corresponding function key for MODE b Press the corresponding number key for COPY 2 Enter appropriate accounting information in each data entry field by performing one of the ...

Page 104: ...to the previous field using the Up arrow key Then use the BACK key to edit the code as needed Press ENTER after editing the code When all accounting information has been entered and verified the terminal unlocks the scan device and displays the Ready screen 3 At the scan device complete your scan transaction Note Certain scan interfaces do not communicate transaction information until the entire s...

Page 105: ...needed Enter the accounting code If necessary press ENTER after each field entry Enter accounting data at a field using the Search Scan Recall or Speed Code options using the function keys Note Edit entered codes by moving back to the previous field using the Up arrow key Then use the BACK key to edit the code as needed Press ENTER after editing the code When all accounting information has been en...

Page 106: ...screen Use the function keys to move the cursor to the desired character and press ENTER Press the HOLD key again to return to the entry screen The Credit password must not exceed 20 characters 7 Enter the number of pages to credit and press ENTER Note When entering a Page Count value enter only the number of pages you want to credit For example in a ten page photocopy transaction if three pages a...

Page 107: ...able describes each of the secure document release options 6 Press END to finish your transaction if necessary Performing a Fax Transaction See Data Entry Options for Fax Transactions on page 4 9 for details Secure Document Release Option Description Release All Releases all print jobs in the list to the printer Release Releases the selected print job in the list to the printer Delete Deletes the ...

Page 108: ...press the corresponding function key to release all documents select a specific document sent to this specific printer or to browse documents sent to all compatible printers in the group 5 When you select a document press the corresponding function key to print or delete the document or to stop browsing documents The terminal notifies the user when The document has been released for printing on th...

Page 109: ...the numeric billing code to which the copier usage should be charged 5 When the terminal displays the account name the user can make copies and press END to close the copying session PageCounter displays the total number of copies made The terminal notifies the user when The copying session has been closed and the PageCounter terminal is now ready for the next user The copying session has been ter...

Page 110: ...Performing Transactions Mode 2 Functionality Copy Control 5 12 ...

Page 111: ...ce status current device options and terminal mode settings You can also use Web Admin to configure terminal options such as operation defaults logging options and re initialization settings You can use the PageCounter Communications Tool to update validation table information upload configuration files upload binary files resend transactions and administer certain functions of the PageCounter ter...

Page 112: ... higher 2 Open Internet Explorer 3 Enter the following URL in the Address field http terminal IP address where terminal IP address is the assigned or configured IP address for the terminal Web Admin Options Web Admin consists of a number of options including Status Databases Config Run CMD Sendkeys Screenshot Download Upload and Restart Click on a link to select a specific option Some pages requir...

Page 113: ...nfig option enables you view and modify the terminal configuration The Config page provide General and Modes settings and Devices Loggings and Re Init configuration options Click on a link to select each of the configuration pages described below General Displays an overview of the current terminal configuration settings Modes Displays field syntax information for each mode configured in the termi...

Page 114: ... a command remotely on a terminal 1 Type the file path of the executable file For example Disk1 LoadFlash exe 2 Click the Run button Download The Download option displays all downloaded directories and files stored on the terminal Click a directory to view its contents Click on a file to display the contents of the file or to save the file to a workstation Upload The Upload option enables you to u...

Page 115: ...ion upload configuration files upload binary files resend transactions and administer certain functions of the PageCounter terminals Accessing the PageCounter Communications Tool To access the PageCounter Communications Tool open Internet Explorer from any machine in the network and enter the following URL in the address bar http localhost omega statusweb when using a system on the System 4 and Sy...

Page 116: ...aming convention of the config file lets the accounting system software know which config files belong to which terminals Config files need to be stored in the directory C ControlSystemFolder PCPComm Upload_CONFIG 1 Select the checkbox options you want to apply to specific terminals 2 Click on Save Changes to perform the selected operations 3 Click on Clear All to clear all selections made within ...

Page 117: ...st of terminal error messages terminal symptoms and a list of frequently asked questions Consider this information for solutions when you encounter a problem with the PageCounter terminal At a Glance Gathering Information Downloading Database Files Terminal Error Messages Terminal Symptoms Frequently Asked Questions ...

Page 118: ... the terminal is powered up What is the revision number if applicable What is the accounting system software version is the program a custom installation What type of power supply is the PageCounter using What is the terminal address Interface Information What type of devices is the PageCounter controlling if applicable Note any unusual interfaces What is the description of the problem What effect...

Page 119: ...for the IDLE message See Status on page 6 2 for details 3 On the Status page click the Kill link for each of the following processes in the following order OmgLite exe Watchdog exe AciesCom exe 4 Refresh the Web Admin status page until all processes are stopped The terminal can take up to 30 seconds to stop all of the processes 5 Using Web Admin download the following files eqcontrol db validation...

Page 120: ...either contains an unidentifiable accounting code or contains the wrong syntax for example number and combination of alphabetic and or numeric characters The terminal automatically returns to Idle mode NO MATCHES FOUND During a look up operation a user typed a character combination that does not match any entry in the description tables Press the function key under cancel to return to Idle mode VE...

Page 121: ...the device to enable the photocopier and enable the client to complete pending photocopy jobs Notify the client that the terminal WILL NOT CAPTURE COPY COUNTS from the photocopier until the problem is resolved 2 Speak with the client about the last operation completed on the terminal and record all details for example power failure pulled plug uploading validation data general use terminal hung an...

Page 122: ...the Web Admin tool to re initialize all table data on the device Note Deleting the database results in the user losing all speed codes all job codes all meter counts and all transaction history Users must re add speed codes and job codes and meter codes manually Transaction history cannot be entered manually a Select Config Re Init b Select the Re init table data option c Click Re initialize to de...

Page 123: ...ponding descriptions using the accounting system software and attempt a transaction at the terminal with new codes Terminal Does Not Accept Speed Code 1 Verify that the terminal was ordered with the Speed Code option 2 Verify that the user enters the speed code at the enabled field only 3 Create a test speed code entry attempt a transaction with the new speed code 4 Verify whether the terminal is ...

Page 124: ...alidation tables from the terminal a Select Config Re init b Select the Re init validation table data option c Click Re initialize 2 Download full validation data to the terminal from the accounting system See the accounting system documentation for details Duplicate Validation Table Data Visible When downloading eqcontrol db and eqsystem db files from the terminal validation table data Tables 0 1...

Page 125: ...rk or is it on a workgroup How is security controlled if it is on the workgroup PageCounter terminals use a Windows CE operating system and do not share files They do not log on to networks or participate in workgroup and domain security Will the OS be locked from running other programs on top of the PageCounter software Will technicians be able to exit to the OS Can diagnostic programs such as sc...

Page 126: ...in terminal Are the clients who use WAN operations required to get a new router T1 DSL Can DSL Virtual Private Networks VPN be used The clients should not require a new router DSL with VPN is somewhat difficult to configure and does not add anything to the installation VPNs allow access to the network secured objects such as file shares As previously mentioned the PageCounter does not share access...

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