Settings within the System Manager that limit or grant access
to the Equitrac Administrative Applications.
Accounting Precision
An option within System Manager that determines the number of
decimal places used to calculate printing costs. The default setting
is two decimal places.
Account Limit Enforcement
A minimum balance amount that an account must maintain in order
to access devices for prints and copies. Account limits can be applied
to user, department, or billing codes.
Active Directory Synchronization
ADS provides a method of sharing user data across multiple domains
or network. Equitrac can link to existing ADS data to batch import
user accounts, then poll for updates at set intervals. This feature
can minimize User Account maintenance significantly.
Administrative Applications
A set of software tools used to manage all Equitrac functionality
either locally or remotely. Administrative Applications can be installed
on any Equitrac server component machine.
Alternate Primary PIN
A sequence of numbers that uniquely identifies a user. The Alternate primary
PIN can be data encoded on a magnetic swipe card, or entered into
a terminal keypad. Alternate primary PIN can be used for an additional
level of security.
Base Price
A base price is an optional fee charged for the job as a whole,
regardless of job or page attributes. For example, you can enter
a base price if you want to charge an administrative fee for processing
the job. Base price is available when creating Advanced price lists.
Billing Code
A unique combination of letters and numbers that represent a charge-back
group. Users can assign their print jobs to a particular code, and
the Equitrac database tracks the characteristics of jobs printed
to the code.
CAS
The Core Accounting Server (CAS) controls the accounting database
that stores all printer, user, department, billing code, transaction
and balance information. CAS also verifies users, calculates printing
charges and assigns charges to an appropriate user, department,
or billing code.
Campus Card Account
An account stored by the Campus Card system. A Campus Card account may
have several tender keys; in this case CAS handles them as separate Campus
Card accounts. A Campus Card account inside CAS may have an account
name which can be used to identify the print jobs in the print queue.
Cashier
An application used by staff members who have a role in managing account
balances. Generally, service staff at a print/copy desk use Cashier to
add and remove funds from user accounts. This application can reside on
any network client workstation.
Client Billing
This feature forces uses to enter a billing code to release a print job, and can be configured
to provide desktop printer support and popup billing for selected Windows
printers. The Client Billing service must be installed on the Core
Accounting Server, and the client software must be installed on each
workstation that can send documents to output devices.
Client Billing Popup
A prompt that allows users to assign a billing code to a document
when submitting a print request.
Client Workstation
A machine on the network that provides Client Billing, Cost
Preview, and User Authentication services.
Cloud Platform
Cloud platforms such as Dropbox, GoogleDrive and OneDrive allow
you to store and access data over the Internet instead of computer’s
hard drive.
Cluster
A group of servers and other resources that act like a single
system to ensure that resources remain available to client workstations.
Cost Preview
A software feature that enables users to see the entire cost
of a print request before sending the document to the selected output
device.
DCE
A core component of Equitrac, the Device Control Engine (DCE) provides
management of control terminals and the ability to access the scan
and fax features on multi-function devices.
Desktop Printing
A service installed on a workstation that tracks the print volume
when users print to local LPT and USB desktop printers.
Departmental Pricing
A feature that allows separate pricing parameters per department
or per user.
Device Control Server
The Device Control Server (DCS) is an feature of DCE, and is required to manage and control
Kofax Ethernet card readers. DCS is also required to communicate with DWS in
order to work with some web-based MFPs.
Device Interfaces
Connections to physical devices that track transactions. There
are two types of device interfaces in Equitrac: Control terminals
and Embedded devices.
Device Monitoring Console
An Administrative application that works with the Device Monitoring Engine (DME) component to
provide historical data on device performance.
Direct IP Printing
Printing from a workstation directly to the IP address of a
networked printer.
DME
The Device Monitoring Engine (DME) proactively tracks the status
of selected SNMP-enabled devices. DME monitors SNMP messages generated
by specified devices for status information. Each time a status
change message is intercepted, DME logs the information in the database.
View DME-related activity in the Device Monitoring Console.
DRC
The Document Routing Client (DRC) is for optional use in installations where
there is no DRE (see below), and therefore no dedicated print server,
the DRC is a locally installed version of the DRE that allows for similar
functionality.
DRE
A core component of Equitrac, the Document Routing Engine (DRE) enables
document flow from workstations to output devices including printers,
plotters, scanner, multi-function devices, copiers, etc. DRE communicates
document characteristics to the Core Accounting Server for processing.
In a large deployment, multiple DREs are often required to manage
the device load.
Driver Repository
A centralized repository for managing print drivers on workstations for I-Queue printing. When a
user submits a print job and logs in to a system-configured MFP to release
their job via Print-to-Me, the system checks the MFP driver requirements and
automatically downloads and installs the configured print driver if it is
not on the user’s workstation. The Driver Repository maps the print drivers
and ports to the associated MFPs on the network.
Dual Pricing
A feature that allows you to create a primary price list and
a secondary price list that is applied under certain conditions.
Equitrac uses the primary price list to calculate the actual transaction
cost. Secondary price lists enable the software to calculate another
cost that is stored with the transaction for reporting purposes,
but does not factor into any balance calculations.
DWS
The Device Web Server (DWS) is an optional feature of DCE, and
is required in order to manage and control embedded applications
on web-based MFPs. When a user logs in at a web based device, the
login data is sent to DWS, which communicates with DCE, and then
DCE contacts CAS to verify the user account.
Embedded Device
A software component residing on a particular multi-function
device to that allows the device to communicate with Equitrac components.
Some Xerox and Canon devices require a controller interface to configure
the behavior and communication requirements of the device so that
Equitrac can track printing activity on the device.
EQCmd.exe
A utility to add, delete, modify and query user, department
and billing codes from the command line. You can also use this utility
to assign users and departments to billing codes.
Equitrac Account
An account (user, department or billing code) stored and handled
by Equitrac. Based on an Equitrac account, several Equitrac features
(limit quotas, rules) are available.
Escape Code
Syntax used to identify variables that should be printed on
a print separator page. By default, Equitrac uses the / character.
Escrow
Escrow temporarily holds and releases funds against an account
according to the job details. This is temporary as it operates until
the completion of a transaction process. Escrow ensures that there
are sufficient funds in the specified account to complete the print,
copy or scan transaction. Escrow can apply to user accounts, billing
codes and departments.
Home Server
An attribute assigned to a user account indicating the DRE print server that hosts the devices
the user typically prints to. You can assign a Home Server to each user
account using multi-server Print-to-Me. If looking to release jobs to
devices on a different Print Server, the user can use the Search
functionality provided
I-Queue Printing
The I-Queue printing solution allows end users to send their
print requests to the I-Queue printer, and then release their jobs
at any available Equitrac configured MFP through secure document
release. The I-Queue printer is accessible through the DRC Workstation
client and DRE print servers, and uses the I-Queue Print Driver,
which renders print jobs in XPS format. I-Queue printing uses the
Driver Repository for print driver management.
I-Queue Direct Printing
I-Queue Direct enables you to print directly to a printer (without driver installation and
authentication or Print-to-Me set at a printer) in a simple and
straightforward method without extra steps to release print jobs.
Job Expiry Time
A Send To printing setting that determines how long print jobs
sent on behalf of other users remain in the secure print queue.
By default, the job remains in the queue for one hour, but the originating
user can override the setting when submitting the print request.
Local Install
All Equitrac server components and Administrative Applications
are installed on a single server. This installation type is often
used for small office deployments where the overall print and tracking
load can be managed on a single server.
Mailbox Printing
A print job sent to a device with ‘mailbox printing’ or ‘device
server’ selected in the device driver. The print job resides on
the device’s hard disk until the user releases the job.
Master CAS
In a deployment involving more than one Core Accounting Server,
one CAS must be designated as the master (main) Core Accounting
Server. All other CAS servers within the deployment can uplink their
data to the master CAS. This allows you to run consolidated reports
across CAS servers, or run reports on a single CAS server only.
Offline
A situation where the Core Accounting Server is not available
to the other core components. Hardware failures, or communication
failures on the network may cause an offline situation. Equitrac
offers Offline support to cache data locally until CAS is back online.
Originating User
A term used within Send To printing, referring to the user who
submits a print job on behalf of another user.
Physical Device
A printer, scanner, copier, plotter or multi-function unit that
translates digital data into hardcopy output.
Physical Disk
A local disk subsystem on a cluster node; a physical disk can
be shared, but cannot be used as a quorum disk.
PIN2 Encryption
Equitrac stores the secondary PIN information (called PIN2 in
the CAS database) using a two-way AES encryption.
Price List
A collection of charging rules applied as a set to one or more
network printers. These rules define how Equitrac assigns transaction
charges to printing accounts based on attributes such as page count,
page attributes, finishing options, and surcharges.
Primary PIN
A sequence of numbers that uniquely identifies a user. The primary
PIN can be data encoded on a magnetic swipe card, or entered into
a terminal keypad. Primary PIN can be used for an additional level
of security.
Print-to-Me
A secure printing feature that holds print jobs in a virtual print queue
until the user “pulls” the print job to a selected device. A user can select
a particular printer when they submit a print request, then walk to another
printer and release the job at a different compatible printer.
Print Assistant
A bundled set of Equitrac features that includes Cost Preview,
User Authentication, Release Key, and Job Rename.
Prompt for Login
A client popup feature that is installed on the users desktop.
The popup requires the user to enter their login credentials each
time they submit a print request to a monitored printer.
Pull Group
A logical grouping of printers with similar device capabilities.
When secure printing is enabled, users can release jobs from the
pull group queue to any compatible device within the pull group.
Queue
A virtual list of jobs waiting to print on the device.
Release Keys
When a user prints a document, they can assign an alpha-numeric
release key to their document, making it easier to identify the
document at the release endpoint. (not applicable when using cloud
platforms)
Remote Install
A deployment in which the core Equitrac components are dispersed among
two or more server machines.
Reports Manager
An Administrative Application used to produce comprehensive
summary or detailed reports on accounts, account activity and printer
use.
Routing
The process of intercepting and changing the destination of
network print jobs based on a comparison of job characteristics
against routing rule attributes.
Scheduled Task
A pre-defined task that is set to run automatically at a particular
time and interval. Tasks can include report generation, auto-run
of command line utilities, synchronizing billing codes, etc.
Secondary PIN
A sequence of numbers that act as a password when used in conjunction with
a Primary PIN. After entering (or swiping a magnetic card) the Primary
PIN, the user must enter the Secondary PIN code on a terminal keypad
before the print job is released to a device.
Secure Printing
A means of controlling document release. When a user prints, the document is held in a virtual
queue until the user releases the document at the output device. The goals
of secure printing is to ensure that proprietary information does not sit in
on an output device for public consumption. Secure printing uses DREs
queuing feature in conjunction with a client application such as Print Queue
Viewer for user-controlled release.
Send To Printing
A feature installed on the users desktop that allows them to
submit print jobs on behalf of other users.
Separator Page
A page printed before each released print job on a device. You
can configure the job details that appear on the printed page to
assist users when they pick up print jobs output on public printers.
Silent Installation
A method used to install the client features that allows you
perform the install on all clients at the same time. Place the client
installation in a central shared folder on a network server, then
push the installation to all required clients.
Single Function Terminals
Single Function Terminals (SFT) are network devices with an
attached card reader that can be registered and assigned to a physical
device in System Manager. The SFT enables users to swipe their cards
at the terminal for secure print release on the associated printer.
SLP
The Service Location Protocol (SLP) is a standard TCP/IP network
service discovery protocol. SLP utilizes unicast UDP port 427 for
communications between Service Agents (SA), Directory Agents (DA),
and User Agents (UA). SLP allows Equitrac services to quickly update
the status and location of other services as needed. The SLP is
primarily used by DCE to locate DREs and DRCs that are holding documents
for a specific user.
Subsidiary CAS
In some deployments, more than one Core Accounting Server is required to support a large user
base. One CAS can be designated at the Primary (or master) CAS, while all
other CAS machines are referred to as subsidiary CAS.
System Manager
An Administrative Application used to apply system-wide configuration settings,
customization of the Accounting Server and Port Monitor settings.
Transaction
The page count, job information, and printer cost information
calculated for a single print/scan/copy/fax job.
Unidentified Documents
Transactions for which Equitrac cannot identify the associated
account, such as a received fax on a multi-function device.
User Authentication
A prompt for a user to enter their Windows login credentials
when submitting a print request. Equitrac checks the credentials
to ensure that the user is authorized to access the print network.
Workstation Device
Peripheral printers attached locally via LPT or USB to a client
workstation. The Desktop Printing feature on each workstation tracks
print transactions through the local printer. Equitrac adds workstation
devices to the database automatically when users print from a workstation
to a local printer.
Workstation Direct IP Printing (DRC)
This is a feature of the Workstation Client installation. It enables Print-to-Me for direct IP
printing from a workstation without a print server. DRC refers to the
Document Routing Client component that supports this feature.
XPS
XPS stands for Microsoft’s Open XML Paper Specification. OpenXPS
is an open specification for a page description language and a fixed-document format.
XPS specifies a set of document layout functionality for paged, printable
documents. This is used as a common Print driver format that most
printers and print drivers can read. When the user prints to the I-Queue
printer on their desktop, the print job is rendered in the XPS format
and saved in the local Equitrac Secure Queue of the workstation until
the job is released.
