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Equitrac PageCounter Field Service Manual

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Summary of Contents for Equitrac PageCounter

  • Page 1 Field Service Manual...
  • Page 2 Copyright © 2005 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.

  • Page 3: Table Of Contents

    Document Name and Version Table of Contents Table of Contents Overview ........... . 1 - 1 Product Specifications .
  • Page 4 Table of Contents Document Name and Version Upon Initial Startup ........... . . 2 - 6 From Idle Mode (Mode 1 only) .
  • Page 5 Document Name and Version Table of Contents Test Copier ............. . 3 - 13 Devices .
  • Page 6 Copy Control ............5 - 10 Servicing the PageCounter Remotely ......6 - 1 Using Web Admin .
  • Page 7 Using the PageCounter Communications Tool ....... . 6 - 5...
  • Page 8 Table of Contents Document Name and Version...

  • Page 9: Overview

    Terminal Features Terminal Modes Terminal and Software Compatibility Equitrac PageCounter terminals are customized, embedded devices designed for expense management and equipment control in business environments. Enterprises use PageCounter 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.

  • Page 10: Product Specifications

    Overview: Connectivity Product Specifications Product Specifications At a Glance... PageCounter terminals comply with the specifications outlined in Connectivity the following sub-sections. Power Supply Mounting Connectivity Size • Ethernet Category 5 cabling Weight • No RS422 Support Operating Environment RAM and Storage •...

  • Page 11: Ram And Storage

    • Fax Port–RJ 11 Jack for telephone connection (fax terminal only) 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.

  • Page 12: Keyboard Layout

    Overview: Keyboard Layout Product Specifications Keyboard Layout The PageCounter comes with an optional keyboard. The keys on the keyboard are color- coded. Gray keys, labeled in white include arrow, alphabetical, standard keyboard functions, and number keys. Blue function keys labeled in white include: F1, F2, F3 •...

  • Page 13: Terminal Features

    Configurable Mode 2 Functionality New Features PageCounter firmware version 1.1.34 introduces changes to the terminals for both Mode 1 and Mode 2 communication. Changes in Mode 1 Communication • With the new firmware, you can modify the config.txt file to specify the number of seconds that must lapse between the time when the user ends a transaction and when the terminal ends the transaction.

  • Page 14: Mode 1 And Mode 2 Communication

    Print Release System (PRS) with CampusControl Communication mode is set in Manager Mode. Standard Terminal Features All PageCounter terminals support the following functionality: • A 4 line x 20 character LCD display. • Optional, full-sized QWERTY keyboard. • Numeric keypad in calculator format.

  • Page 15: Optional Terminal Features

    Optional Terminal Features PageCounter terminals can support the following functionality: • Magstripe reader device–Magnetic card reader that uses encoded magnetic cards, in place of the keyboard, to enter transaction data on Track 2.

  • Page 16: Configurable Mode 2 Functionality

    • Copy Control—Copying is permitted and tracked by the Equitrac accounting server only when a user is logged in. • Secure Document Release—You can use the PageCounter as a point of controlled document release. Following a mandatory login, users can view, select, print, or delete print jobs held for them in the proprietary secure print queue.
  • Page 17 • 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. 1 - 9...

  • Page 18: Terminal Modes

    RECALL The configuration of the terminal determines the range of transaction functions. The PageCounter returns to Idle mode when a user completes a transaction 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.

  • Page 19: Operational Modes

    The Ready screen can display page count and device timer as well as other configured information such as billable/non-billable information or the total charge for the transaction. The PageCounter returns to Idle mode when a user completes a transaction or after a customer-specified period of keyboard inactivity in Data Entry mode or Ready Mode.

  • Page 20: Mode 2 Operational Modes

    See your system administrator for details. Mode 2 Operational Modes A PageCounter terminal using Mode 2 communication can support one of three different modes: • Photocopy Mode—The terminal tracks copies made at a photocopier.

  • Page 21: Terminal And Software Compatibility

    Overview: Terminal and Software Compatibility Terminal and Software Compatibility The following Equitrac software systems support the new database format: Equitrac Software Minimum Software Version Required Equitrac Professional 4.63 (with PCPTableGen.exe version 5.1.0.10 or Enterprise Edition higher) Equitrac Professional 4.62 (with PCPTableGen.exe version 5.1.0.10 or higher Enterprise Edition and AGS_SQLite.dll)
  • Page 22 Overview: Terminal and Software Compatibility If your database contains more than 50,000 records, either upgrade your Equitrac control system software or obtain the PCPTableGen.exe utility. The following is a list of mandatory upgrades, independent of database size: Equitrac Professional: Upgrade to version 3.52.

  • Page 23: Installation And Initial Configuration

    Use the information in this chapter to verify installation requirements and to perform the PageCounter Professional installation and initial configuration. Before the terminal is ready for use, you will need to carry out the routine testing operations in this chapter.

  • Page 24: Installation Instructions

    Installation and Initial Configuration: Installation Instructions Installation Instructions At a Glance... The following items are provided with each PageCounter device: Requirements for Copy Control • Power supply Requirements for Fax • Power cable Control Requirements for Scan • Bypass key Control •...

  • Page 25: Requirements For Copy Control

    PageCounter has an active copying session. Requirements for Fax Control If using the PageCounter terminal for fax control, you will need two RJ-11 telephone 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.

  • Page 26: Installation Instruction Procedure

    PageCounter using instructions from the device manufacturer. Note: Change the copier device settings to use the key counter or vendor interface. These settings should disable the copier except when PageCounter has an active copying session. Change the scan device settings for terminal support. See...
  • Page 27 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.

  • Page 28: Accessing Manager Mode

    Manager Mode password is Q. The default 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 to display an alphabet on the display screen.

  • Page 29: Initial Terminal Configuration

    • Mode 1 configures 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.

  • Page 30: Initial Mode 1 Terminal Configuration

    5:Control System IP option. Use the numeric keypad to enter the accounting system IP address and press ENTER Note: Previous PageCounter firmware versions list the option Control Sys Name instead of Control Sys IP. 2 - 8...

  • Page 31: Initial Mode 2 Terminal Configuration

    BACK terminal should now communicate successfully with the accounting system server. Configuring the Terminal for Fax Control Before sending or receiving faxes with a PageCounter terminal, ensure the terminal is configured for Mode 1 communication (see Set Control System on page 3 - 6 for details), then perform the following steps: Properly connect the terminal to the fax device.
  • Page 32 START You will hear a series of beeps and once the PageCounter terminal has detected the fax device type (V.34 or Non V.34) the following message displays on screen: Fax Machine Detected Verify that the correct V.34 or Non-V.34 message shows in the display: Non-V.34 Fax Machine...

  • Page 33: Configuring The Terminal In The System Software

    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. 2 - 11...

  • Page 34: Connecting The Terminal To The Network

    Installation and Initial Configuration: Connecting the Terminal to the Network Connecting the Terminal to the Network Once you are done configuring the network settings for the terminal, you are ready to connect the terminal to the network. Plug an Ethernet cable into the Ethernet port, and connect the other end to either an Ethernet hub, or to an Ethernet wall jack, if appropriate.

  • Page 35: Testing Terminal Operation

    Check Job Code Mode (if enabled, fax only) Make sure the PageCounter functions properly in Job Code Mode. Ensure that the user can create a Job Code at the terminal and use that Job Code at the fax machine. Perform at least five transactions with a Job Code.

  • Page 36: Check Broadcast Feature (Fax Only)

    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. 2 - 14...

  • Page 37: Upgrading And Downgrading Terminal Firmware

    Web Admin page and upload the NK.bin file directly to the device. Upgrading Existing Terminal Firmware from 1.0.x to 1.1.x In order to minimize terminal downtime during a system upgrade, Equitrac recommends that you upgrade the accounting system first, and then upgrade the terminal firmware. If you upgrade the terminal firmware alone, terminal downtime is inevitable.

  • Page 38: Upgrading Existing Terminal With Edi Support

    Downgrade Terminal Firmware Use Web Admin to complete the following procedure to downgrade PageCounter terminal firmware version 1.1.x to PageCounter firmware 1.0.x. For details on using Web Admin see Using Web Admin on page 6 - 2.
  • Page 39 Installation and Initial Configuration: Downgrade Terminal Firmware Upgrading and Downgrading Terminal Firmware Transactions not yet transferred back to the accounting system will also be lost after the downgrade procedure. Downgrade the terminal firmware to 1.0.x using the accounting server, the Terminal NK.bin Firmware Updater tool, or using Web Admin to load a new file to the terminal.

  • Page 40: Configuring Smartprompts

    Installation and Initial Configuration: SmartPrompt Criteria Configuring SmartPrompts Configuring SmartPrompts At a Glance... When a PageCounter terminal is configured for Mode 1 SmartPrompt Criteria communication, you can configure PageCounter SmartPrompts. SmartPrompt Actions The SmartPrompt option enables or disables particular features of the terminal.

  • Page 41: Example 1 - Disable Field 4

    Installation and Initial Configuration: SmartPrompt Actions Configuring SmartPrompts • Place information (a text string up to 16 characters) in a specific field of the transaction record • Copy a field entry from one field to another • Look up a field entry in a specified table and insert the associated description in another field •...
  • Page 42 Installation and Initial Configuration: SmartPrompt Actions Configuring SmartPrompts 2 - 20...

  • Page 43: Manager Mode Configuration Options

    When configuring the PageCounter 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 .

  • Page 44: Mode 1 Manager Mode Options

    Quick View of Mode 1 Mode 1 Manager Mode Options Mode 1 Manager Mode Options At a Glance... When the PageCounter terminal is configured for Mode 1 Quick View of Mode 1 communication, the terminal displays the following Main Menu Version options in Manager Mode.
  • Page 45 Manager Mode Configuration Options: Quick View of Mode 1 Mode 1 Manager Mode Options Main Menu Sub Menu Sub Menu Menu Menu Menu — 6: Site ID — — — — 7: Reinit Terminal 0: Delete All — — — —...
  • Page 46 Manager Mode Configuration Options: Quick View of Mode 1 Mode 1 Manager Mode Options Main Menu Sub Menu Sub Menu Menu Menu Menu — 1: Device1 0: Fax Properties — — — — — Communication — — — Test 2: Fax —...

  • Page 47: Version

    . Press the arrow keys 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. 3 - 5...

  • Page 48: Set Control System

    Manager Mode menu screen. Press again to reboot the terminal. Note: Exiting the menu does not cause the PageCounter to reboot. Terminal Name Set Control System Set Control System option configures the terminalʹs communication connection for Set Control the host server type.

  • Page 49: Use Dhcp

    Use Static IP option instructs the terminal to send a directed message to the Equitrac control system on startup. Use this option when the device is on a different subnet than the control system. Press the key at the Network menu screen to select the Static IP option.

  • Page 50: Terminal Name

    Always prefix the terminal name with SAL to ensure that the control system host uploads an appropriate firmware update. If you change the terminal name, change the terminal name on the host Equitrac control system server as well. Press the key twice to return to the Network menu screen.

  • Page 51: Reinit Terminal

    1:Delete User Tables 2:Delete User Config 3:Delete Config file 4:Delete Net Config 5:Restore to default The PageCounter displays a confirmation screen to match your selection. For example, for option , the PageCounter displays the following: Delete All Tables 1. Yes 2.
  • Page 52 Manager Mode Configuration Options: Network Mode 1 Manager Mode Options Press the key to delete all of the tables. When prompted to accept your changes, press the key. Press the key to return to the Reinit Terminal menu screen without deleting tables. Delete User Tables Delete User Tables feature enables you to delete user, client, and matter validation...
  • Page 53 Manager Mode Configuration Options: Network Mode 1 Manager Mode Options Delete Config File Delete Config File feature enables you to delete the terminal’s configuration file (Config.txt), and revert to the default terminal configuration. Caution: If you perform this procedure, you will lose all terminal-level configuration. Press the key to delete the terminal’s configuration file.

  • Page 54: Myprint Settings

    Manager Mode menu screen. Press again to reboot the terminal. Test Hardware Test Hardware option tests the PageCounter terminal for any problems with the keyboard or terminal display. Press the key at the Manager Mode menu screen to select Test Hardware option.

  • Page 55: Test Display

    Options 0 and 2 are configured as default options in Mode 1 and Mode 2. The Device0 option is for copy configuration and is available on PageCounter Copy terminals. The Device1 option is for fax configuration and is available on PageCounter Fax terminals.

  • Page 56: Device0

    Manager Mode Configuration Options: Devices Mode 1 Manager Mode Options <BACK> Press the key to select to return to the Manager Mode menu screen. Press again to reboot the terminal. Device0 Device0 option configures the photocopier properties for the terminal. Press the 0 key at the Devices menu screen to display the following options.
  • Page 57 Manager Mode Configuration Options: Devices Mode 1 Manager Mode Options View Comm Log Press the key to display a log of the copier pulse times recorded by the terminal with the Copy Pulse Timing feature enabled. The log shows the copy relay open and close times for each copy pulse.

  • Page 58: Device1

    (0 = disabled, 1 = enabled). If disabled, the terminal does not write information to its Communication Log. This menu option is not enabled on the PageCounter terminal. Dual Line The number of digits acceptable for a telephone number or Phone Syntax speed code used with the fax machine.
  • Page 59 Manager Mode Configuration Options: Devices Mode 1 Manager Mode Options Fax Properties Description The type of fax machine connected to the terminal. V34(1) or NonV34(0) The number of digits acceptable for an international International Syntax telephone number used with the fax machine. Precede required numbers by a quotation mark.

  • Page 60: Edi Settings

    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.
  • Page 61 Note: Prior to modifying the EDI settings, examine the external device you are configuring to determine its required settings, then change the PageCounter’s EDI settings appropriately. Enable EDI Press the key to enable or disable the external reader device capabilities of the terminal.
  • Page 62 Manager Mode Configuration Options: Devices Mode 1 Manager Mode Options An arrow indicates the terminal’s current configuration. Press the corresponding number key to change the Data Bits setting. The terminal saves the setting and returns to the EDI Settings menu. Stop Bits Press the key to configure the stop bits serial port settings for external readers.

  • Page 63: Database

    Manager Mode Configuration Options: Database Mode 1 Manager Mode Options Uses Hex Value Press the key to configure the terminal translation mode for EDI support. At the prompt, enter to configure for ASCII, or enter to configure for hexadecimal, and press .

  • Page 64: Nonbillable

    Manager Mode Configuration Options: Database Mode 1 Manager Mode Options Add Record You may want to add a record to a table to record manual entries or to provide temporary validation data. When you add a validation record in this way, the terminal does not upload the record to the control system, so the control system is never aware that the new record exists.

  • Page 65: Phspcode

    2:DISB 3:JB CODE If necessary, you can modify the meters. When you first connect a PageCounter to a photocopier, for example, the copier’s count meter includes counts for copies performed prior to the PageCounter’s arrival. Modify the PageCounter’s Normal Count meter to synchronize the two meters.

  • Page 66: Copier

    Manager Mode Configuration Options: Meters Mode 1 Manager Mode Options COPIER COPIER option displays photocopy transaction data. To change a copier meter’s value, press the key, type the desired value, and press again to save the setting. Note ENTER ENTER that the Last Date set option records the date and time at which you last changed the...

  • Page 67: Disb

    Manager Mode Configuration Options: Meters Mode 1 Manager Mode Options Fax Transaction Data Description The number of fax transactions for which credit has been issued Credit Transaction to an account. A single transaction may contain several pages. The total number of faxed pages for which credit has been Credit Count issued to an account.

  • Page 68: Jb Code

    Manager Mode Configuration Options: User Settings Mode 1 Manager Mode Options JB CODE JB CODE option displays job code transaction data. To change a job code meter’s value, press the key, type the desired value, and press again to save the setting. Note ENTER ENTER that the...

  • Page 69: Hold Time

    Manager Mode Configuration Options: User Settings Mode 1 Manager Mode Options Hold Time Hold Time option configures the length of time the key adds to a transaction HOLD before the automatically ending the transaction. Increase the hold time in cases where users need additional time to complete a transaction. For example, if a user wants to photocopy pages from several different sources as part of a single transaction, an increased hold time enables the user to load the copier with different source material before the terminal ends the transaction.

  • Page 70: End Of Day Process

    Manager Mode Configuration Options: User Settings Mode 1 Manager Mode Options Set Date Press the key to configure the current date. At the prompt, use the function and number keys as necessary to set the date in the format MM/DD/YYYY. When you are finished setting the date, press the key to save the changes and return to the Date-Time menu.

  • Page 71: Unattended Time

    Manager Mode Configuration Options: User Settings Mode 1 Manager Mode Options Unattended Time Unattended Time option configures the start and end times when the terminal accepts accounting codes without performing validation checks. For example, to take advantage of lower long distance rates after business hours, you may want to configure an unattended time so users can send faxes without being present at the fax machine to enter validation data.

  • Page 72: Security

    Manager Mode Configuration Options: Security Mode 1 Manager Mode Options Use the optional QWERTY keyboard to enter the desired separator, then press ENTER save the change and return to the User Settings menu. —Or— Press the key to display a list of available separator characters on the display HOLD screen.

  • Page 73: Mode 2 Manager Mode Options

    Quick View of Mode 2 Mode 2 Manager Mode Options Mode 2 Manager Mode Options At a Glance... When the PageCounter terminal is configured for Mode 2 Quick View of Mode 2 communication, the terminal displays the following menu options in Version Manager Mode.

  • Page 74: Version

    Description Information PageCounter firmware version. Device IP address. Subnet mask. Network gateway. The Equitrac control system (software) type. CS TYPE Server IP address. Device serial number. SER# Unique network card address for the terminal. IP configuration method (such as DHCP).

  • Page 75: Network

    . Press the arrow keys 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. 0:Set Control System...

  • Page 76: Use Dhcp

    Static IP menu screen to set the terminal’s static IP address. At the Network prompt, enter the IP address and press . The PageCounter returns to the ENTER menu. Proceed to set the mask, gateway, and server IP before pressing...

  • Page 77: Contrast

    Manager Mode menu screen. Press again to reboot the terminal. Test Hardware Test Hardware option tests the PageCounter terminal for any problems with the keyboard or terminal display. Press the key at the Manager Mode menu screen to select Test Hardware option.

  • Page 78: Test Display

    Test Copier Test Copier option tests the PageCounter copy control port to ensure that the terminal correctly detects all copy clicks. Before testing the port, ensure that you have connected the terminal to the copier using the copier cable. Press the...
  • Page 79 Manager Mode Configuration Options: Devices Mode 2 Manager Mode Options 2:View Comm Log 3:Scan Settings <BACK> Press the key to select and return to the Devices menu. Copier Properties Press the key to display copier configuration options. The following options display on the screen.

  • Page 80: Edi Settings

    Manager Mode Configuration Options: Devices Mode 2 Manager Mode Options Terminal IP Press the key to configure the IP address of the scan device. 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.
  • Page 81 Manager Mode Configuration Options: Devices Mode 2 Manager Mode Options On terminals configured for both fax and copy control, press the key to access the EDI Settings menu. On terminals configured for copy control only, press the key. When you have selected the appropriate key, the following options display.
  • Page 82 Manager Mode Configuration Options: Devices Mode 2 Manager Mode Options 0:7 Bits 1:8 Bits An arrow indicates the terminal’s current configuration. Press the corresponding number key to change the Data Bits setting. The terminal saves the setting and returns to the EDI Settings menu.

  • Page 83: User Settings

    Manager Mode Configuration Options: User Settings Mode 2 Manager Mode Options Uses Hex Value Press the key to configure the terminal translation mode for EDI support. At the prompt, enter to configure for ASCII, or enter to configure for hexadecimal, and press .
  • Page 84 Manager Mode Configuration Options: User Settings Mode 2 Manager Mode Options 3 - 42...

  • Page 85: Data Entry Options

    PageCounter Field Service Manual Data Entry Options Data Entry Options At a Glance... Data Entry Options Data Entry Options for Fax Transactions 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.

  • Page 86: Manual Entry

    Data Entry Options: Manual Entry Data Entry Options Data Entry Options At a Glance... Data entry options available depend on the terminal’s Manual Entry configuration and depend on the current mode of operation. Search and Scan Data entry options can include the following: Recall •...

  • Page 87: Auto Search Or Scan

    When a user reaches a field configured for first-key search or scan, the terminal displays a list of matching codes or descriptions as soon as the first character is typed in the field. Search and Scan Configurations The following search and scan options are possible with a PageCounter terminal. Search and Scan Option Description...

  • Page 88: Search Or Scan Screen Display

    Search or Scan by Code, the Description column is blank. Search or Scan Screen Display When a user initiates a Search or Scan, the PageCounter begins searching for all exact matches to the characters entered. The terminal displays the following message:...

  • Page 89: Global Recall

    Data Entry Options: Global Recall Data Entry Options • Client field recalls are based on User data. • Matter field recalls are based on Client and User data. When a user presses RECALL • At the Client Field—The Recall screen displays recalled data based on the last entry in the User field.

  • Page 90: Creating A Speed Code

    Speed Codes Data Entry Options Creating a Speed Code When installing a PageCounter at a client site, you may be required to create terminal- wide speed codes for the terminal. To create speed codes, perform the following procedure: Access Manager mode. See Accessing Manager Mode on page 2 - 6 for details.

  • Page 91: Deleting A Speed Code

    Data Entry Options: Interrupt Data Entry Options Stop Recording a Speed Code Perform the one of the following to stop recording a speed code at the terminal. • Press the corresponding function key for STOP . The terminal creates the speed code successfully.

  • Page 92: Using A Magstripe Card

    Data Entry Options: Using a Magstripe Card Data Entry Options There are four levels of interrupt available which enable the terminal to store information for up to five transactions at a time. Using a Magstripe Card The magnetic card reader is available on terminals using Mode 1 communication and on terminals using Mode 2 communication.

  • Page 93: Data Entry Options For Fax Transactions

    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.

  • Page 94: Fax Keypad (Touch Tone) Data Entry

    STOP Fax Keypad (Touch Tone) Data Entry When you enter your accounting data at the fax device, the PageCounter terminal receives and verifies the accounting information. The terminal enables the phone line once the accounting data is received and verified. Perform the following to enter accounting data at the fax device.

  • Page 95: Creating Job Codes With Accounting Data

    Enter the job code at the fax device to process the transaction. Note: PageCounter terminal stores job codes for a configurable amount of time. Creating Job Codes with Accounting Data Perform the following to create a job code for accounting data only.

  • Page 96: Using A Job Code At The Fax Device

    Data Entry Options: Job Codes Data Entry Data Entry Options for Fax Transactions Enter appropriate accounting information in each data entry field by performing one of the following as needed: • Enter the accounting code. If necessary, press after each field entry. ENTER •...
  • Page 97 Data Entry Options: Job Codes Data Entry Data Entry Options for Fax Transactions Press the fax device’s button to transmit the fax. START Press the key at the fax device to stop or cancel a fax transaction. STOP 4 - 13...
  • Page 98 Data Entry Options: Job Codes Data Entry Data Entry Options for Fax Transactions 4 - 14...

  • Page 99: Performing 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.

  • Page 100: Mode 1 Functional Modes

    Idle Mode A PageCounter terminal that is ready for use is in Idle mode. As soon as a user presses any key (unless that key has a special function), the terminal enters Data Entry mode.

  • Page 101: Ready Mode

    –Displays a list of existing speed codes and their descriptions SPCODE The PageCounter returns to Idle mode when a user completes a transaction 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.

  • Page 102: Mode 1 Operational Modes

    When sending a fax using the fax device, the terminal can detect activity at the fax device and automatically activates itself for fax mode. Entering Accounting Data Perform the following to enter data at any PageCounter prompt. Enter accounting data for each field prompt using the numeric keypad or optional alphabetic keyboard.

  • Page 103: Performing A Transaction

    Performing Transactions: Performing a Transaction Mode 1 Operational Modes Note: You can press to delete characters to the left of the cursor. BACK When a field is configured with the text description display option, the corresponding description for a valid field entry is displayed after the entry is made. Press to accept a field entry and advance to the next prompt or to advance the ENTER...

  • Page 104: Performing A Scan Transaction

    Press when you finish your transaction at the copier. Performing a Scan Transaction PageCounter terminals support eCopy Scan Station devices or specific Xerox multi- function devices with scan enabled. Perform the following to gain access to the scan device. Ensure that the terminal is in Copy mode.

  • Page 105: Performing A Disbursement Transaction

    When you have completed scanning documents: • For eCopy version 7.1–end the transaction at the eCopy Scan Station device. • For eCopy version 8.01–press on the PageCounter terminal. • For eCopy ShareScan OP version 2.0–press on the PageCounter terminal. • For Xerox scan devices–press on the PageCounter terminal.

  • Page 106: Releasing Secure Documents

    Performing Transactions: Performing a Transaction Mode 1 Operational Modes Enter a valid user code at the data entry field. MORE Press the corresponding function key for HISTORY Press the corresponding number key for Press the 0 key to issue a credit. Use the arrow keys to select an account for the user.

  • Page 107: Performing A Fax Transaction

    Performing Transactions: Performing a Transaction Mode 1 Operational Modes OPTION Press the corresponding function key for to display the secure document release menu screen. Press the corresponding number key to perform one of the following operations: 0:RELEASE ALL 1:RELEASE 2:DELETE 3:REFRESH 4:BACK TO PREV MODE The following table describes each of the secure document release options.

  • Page 108: Mode 2 Functionality

    Performing Transactions: Secure Printing Mode 2 Functionality Mode 2 Functionality At a Glance... You can use the terminal to securely release print documents or to Secure Printing access copier devices to make photocopies. Copy Control Secure Printing To release documents for printing, the terminal prompts the user to either swipe a card or enter a PIN using the numeric keypad and press .
  • Page 109 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 terminated because the account is either out of funds or is locked.
  • Page 110 Performing Transactions: Copy Control Mode 2 Functionality 5 - 12...

  • Page 111: Servicing The Pagecounter Remotely

    Using Web Admin Using the PageCounter Communications Tool You can service the PageCounter remotely by accessing Web Admin or the PageCounter Communications Tool. Web Admin displays terminal configuration data including device 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.

  • Page 112: Using Web Admin

    Log in information is required only once during a Web Admin session on the workstation. Note: PageCounter terminals do not currently support the Screenshot or Servzip options. Status The Status page is the default Web Admin page displayed when you access Web Admin.

  • Page 113: Databases

    • Modes–Displays field syntax information for each mode configured in the terminal. • Devices–Contains configuration options you can change for each supported device setup. See the PageCounter Administration Guide for details on using Manager Mode to set device options. • Logging–Contains logging options you can select or clear to set up terminal logging.

  • Page 114: Runcmd

    Servicing the PageCounter Remotely: Web Admin Options Using Web Admin • Re-Initialize Table Data–Deletes all tables and indices from the terminal. • Re-Initialize Validation Table Data–Deletes validation tables from the terminal. • Re-Initialize Network Settings–Deletes the network settings net.ini file from the terminal.

  • Page 115: Using The Pagecounter Communications Tool

    • System 4 version 3.2 or higher with System 4 Communications Service Release 8 The PageCounter Communications Tool is installed during the accounting system installation. 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 terminals.
  • Page 116 Servicing the PageCounter Remotely: Resending Terminal Firmware, Validation, or Using the PageCounter Communications Tool Configuration Click the Force Device Updates link to open a new window with the terminal update options described in the following table. Terminal Update Options Description...

  • Page 117: Terminal Troubleshooting

    Terminal Symptoms Frequently Asked Questions This chapter includes a list 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. 7 - 1...

  • Page 118: Gathering Information

    • 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? •...

  • Page 119: Downloading Database Files

    Downloading Database Files Downloading Database Files Complete the following procedure to download the terminal database files for troubleshooting or at the request of Equitrac Central Support Services. Access the Web Admin Page. See Accessing Web Admin on page 6 - 2 for details.

  • Page 120: Terminal Error Messages

    Terminal Troubleshooting: Terminal Error Messages Terminal Error Messages The terminal may display various error messages. Typically, the terminal returns error messages during keyboard entry or to indicate current terminal status. Keyboard entry error messages usually indicate that the data entered was not the type of data the terminal expected.

  • Page 121: Terminal Symptoms

    Disable Controlled Device Error on Terminal Bootup Terminal Does Not Count Copies If the PageCounter terminal, running firmware version 1.1.x or Terminal Copy Count is higher and configured for Mode 1 communication only, displays Inaccurate the following error on bootup:...

  • Page 122: Terminal Screen Is Garbled

    Terminal Screen is Garbled Terminal Symptoms These files should be sent to Equitrac Support to be escalated to Resolution Management for failure analysis. Be sure to include the Siebel call number and a description of the last operations done on the terminal device.

  • Page 123: Terminal Copy Count Is Inaccurate

    Terminal Troubleshooting: Terminal Copy Count is Inaccurate Terminal Symptoms Terminal Copy Count is Inaccurate Check the copier interface cable for proper connections. Re-initialize the terminal Reset terminal meters. See Meters on page 3 - 23 for details. Keep a daily log of terminal meters and copier meter counts for comparison. Cannot Issue Credits Verify that the terminal was ordered with the credit transaction function.

  • Page 124: Duplicate Validation Table Data Visible

    Terminal Troubleshooting: Duplicate Validation Table Data Visible Terminal Symptoms If power to the terminal is interrupted during the validation download, the terminal may contain residual eqcontrol1.tmp eqcontrol.tmp files from the download in progress. The . files indicate that the download was not successful. Use Web Admin to re-initialize validation table data to delete validation tables from the terminal.

  • Page 125: Frequently Asked Questions

    NICs. One NIC is on the company’s subnet and the other is for terminals only. Should the NCUC continue to be used to NCUC is not used with PageCounter. A new communicate with the PageCounter? communication module has been developed...
  • Page 126 As previously mentioned, the PageCounter does not share access to any file shares, nor does it share any of its files. The only requirement for PageCounter is that the accounting system’s IP address is accessible from...

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