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Equitrac Express 4.2.3 Installation Guide © 2011 Equitrac Corporation

Equitrac Express

4.2.3

Installation Guide

© 2011 Equitrac Corporation

Equitrac Express 4.2.3 Installation Guide

Document History

Revision Date

Revision List

December 13, 2011

Updated for Equitrac Express software release 4.2.3

July 11, 2011

Updated for Equitrac Express software release 4.2.2

January 28, 2011

Updated for Equitrac Express software release 4.2.1

August 11, 2010

Updated for Equitrac Express software release 4.2.0

June 30, 2009

Updated for Equitrac Express software release 4.1.1

July 30, 2008

Updated for Equitrac Express software release 4.1.0

August 31, 2007

Updated for Equitrac Express software release 4.0.3

February 16, 2007

Updated for Equitrac Express software release 4.0.2

September 25, 2006

Updated for Equitrac Express software release 4.0.1

May, 31, 2006

Initial document release for Equitrac Express 4.0

© 2011 by Equitrac Corporation

All rights to this document, domestic and international, are reserved by Equitrac Corporation. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise) without prior written permission of Equitrac.

Trademarks

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

All other brands and their products are trademarks or registered trademarks of their respective holders, and should be noted as such.

Symbols Used In This Guide

The following symbols are used in the margins of this guide:

The accompanying text provides cross-reference links, tips, or general information that can add to your understanding of the topic.The following symbols are used in the margins of this guide: N o t e The

Note

The accompanying text provides key information about a step or action that might produce unexpected results if not followed precisely.The accompanying text provides key inform

Caution

Read the accompanying text carefully. This text can help you avoid making errors that might negatively affect program behavior.Read the accompanying text carefully.

Warning

2

Equitrac Express Installation Guide

making errors that might negatively affect program behavior. W a r n i n g 2

Contents

1 Introduction

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Installation Overview

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8

Equitrac Express Components

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Core Server Components

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10

. Additional Licensed Features

Optional Components

. Equitrac Express Administrative Applications

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Partner Integrated Connectors

 

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14

Supported Card Hardware

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14

. Account Synchronization Support

Virtual Server Support

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Preparing the Network and Database

 

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16

Determining the Install Locations

 

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System Requirements

Server Requirements

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Management Tools Requirements

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18

Client Workstation Requirements

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18

Virus Scanning Setup

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File Extensions to Exclude

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19

Additional Documentation

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2 Local Server Installation

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Local Installation Workflow

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Installing the Server Components

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23

Configuring the Database

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25

Microsoft SQL Server Configuration

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Oracle Database Configuration

 

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Applying Equitrac Express Licenses

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27

Verifying the Server Installation

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Add a Printer on a TCP/IP Printer Port

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30

Convert a TCP/IP Port to Equitrac Port

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Add a Printer on an Equitrac Printer Port

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31

Device Registry Confirmation

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Test Page Tracking

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32

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Spool Setting Verification

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33

Installation Troubleshooting

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