Manually Configure Embedded Devices

Use the Web System Manager > Physical Devices link to manually configure an embedded device that is associated with a single physical device. This configuration also includes enabling secure document release (SDR) and release behaviors, as well as copy, scan and fax access, on a per-MFP basis.

The following procedure assumes you have already registered the physical device hosting the Equitrac Embedded application within Web System Manager. For details on performing this procedure, see the Kofax Equitrac Administration Help file.

To register each HP device with CAS, perform the following procedure on an Equitrac administrative workstation:

  1. Use the Web System Manager > Devices link to manually add an embedded device that is associated with a single physical device in Equitrac.
  2. In Devices, select Physical Devices and select a physical device from the list.
  3. Select Add Embedded Device from Select Action drop-down list.
  4. In the Definition section, select Sharp OSA from the Type drop-down list.
  5. Enter a Name for the embedded device. This is a required field, and an error message appears prompting to specify a device name if you click OK without naming the device.
  6. Enter a Description for the embedded device.
  7. The DCE server defaults to the current DCE host. Change the server, if necessary, by selecting another server from the list.
  8. Enter the device Serial number. This must match the serial number as shown on the MFP itself.
  9. The Version field is populated automatically once communication is enabled.
  10. In the Behavior section, choose how you want to track activities at the device. By default, the global settings are used, but you can Override default tracking options for print, copy, scan and fax.
  11. From the Secure document release drop-down list, select how documents are released from the embedded device.
    • Prompt allows users to release documents through the regular configured workflows. Deselecting this releases documents automatically when the user logs in to the device.
    • Release all at login automatically releases all documents in the queue at login. This does not automatically log the user out.
  12. If you have defined Rule sets in Web System Manager, select one from the drop-down list to apply to this embedded device. For more information on creating rule sets, see the Kofax Equitrac Administration Help file.
  13. Select a Prompt for billing code option from the drop-down list. These options allow you to configure billing codes on a per device level. For more information on globally configuring billing code prompts, see the Kofax Equitrac Administration Help file
    • Default – This option uses the global billing code settings configured in Equitrac System Manager.
    • Enabled – This option prompts the user for a billing code even if billing code prompts are not enabled globally.
    • Disabled – This option disables the billing code prompts even if they are enabled globally
  14. Click Pricing to configure pricing at the controller interface level. You should apply a default price list or a price list for each applicable function on the MFP.

    For details on configuring price lists, see the Kofax Equitrac Administration Help file.

    Note: To configure the Equitrac Embedded application to use the price list for the associated device, select the default price list. If you select an alternate price list for the Equitrac Embedded application, the alternate price list overrides the device setting.
  15. Click Advanced to select the Card Reader HID decoding group from the drop-down list. For details on HID decoding, see the Kofax Equitrac Administration Help file.
  16. Offline access is not supported for Sharp OSA. All options behave the same as None.
  17. Select the Landing page behavior for this device from the drop-down list:
    • Select Default to use the system defaults designated in Web System Manager.
    • Select Hide to bypass the Equitrac Embedded options screen and proceed directly to the last function used. Note you can return to all Embedded functions by selecting the OSA menu item.
      Note: Depending upon your setup, hiding the landing page may have implications where billing code entry when using Follow-You Printing is concerned. For detailed information about the behavior of PCC under these circumstances, see Configuring a Specific Device.
    • Select Show to display the Equitrac Embedded options after login.
  18. Select Override default bypass options and then select the device functions (e.g. Monochrome copy, Color copy, Fax and Scan) that will override the global settings at the device.
  19. Click Save to save the configuration changes.
The Sharp OSA device and the Equitrac Embedded interface appear in the devices listing.