Equitrac Professional 5.7 Release Notes
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1 Equitrac Professional 5.7 Release Notes Document Title Document ID EP 5.7 Release Notes RNE v1.0 (Released) Released February 12, 2015 Version 1.0 Author Sonia Betts, Senior Quality Assurance Specialist Approved By David Juche, Director Software Engineering Mark Levine, Senior Director of Product & Strategy
2 Release History Ver. Released Author Affected Description of Change 1.0 Feb Sonia Betts all Initial release Table of Contents 1 Purpose Scope What s New in This Release? New s Installation Requirements Customer Continuity Documentation Incorporated es/known Issues/Observations es Incorporated Known Issues Best Practices Page 2 of 14
3 1 Purpose The purpose of this document is to summarize and communicate the new features, known issues and best practices for Equitrac Professional 5.7. It is intended for Equitrac staff and partners that support and service Equitrac Professional Scope Equitrac Professional 5.7 is an updated release of Equitrac Professional 5. These release notes include new features and known issues at the time of release and observations about best practices and policies. 3 What s New in This Release? 3.1 New s The following new features are available with this release. availability varies by configuration and end points used. Embedded USB Multi-Format Card Reader support Blank page removal for scanning Equitrac Document Capture Description/Benefit : Equitrac Professional 5.7 is compatible with the newest Equitrac USB Card Readers: CRU00X02 MiFare (gen 2) CRU00Z02 HID/Indala (gen 2) CRU0MF02 Multi-Card CRU00Y02 Legic (gen 2) CRU0MC02 Multi Card Reader (with full iclass decoding). The EP 5.7 system can now be configured to automatically remove blank pages from scan jobs performed using a TouchPoint Console terminal when using workflow which uses the OmniPage OCR engine. This configuration saves manual effort following a scan job to go back into a file to remove blank pages. Page 3 of 14
4 Embedded Ricoh Java 12.x Devices Ricoh ESA Hide Scan-to-Me Xerox: Update Supported Devices Xerox ConnectKey 1.5/EIP 3.0 Compatibility Xerox Webkit Compatibility Description/Benefit Ricoh ESA now provides support for the Ricoh Java 12 family of devices. For a complete list of supported Ricoh Java 12 devices, please see this webpage on the Nuance.com website: Equitrac Professional 5.7 now provides the ability to hide the Scanto-Me button on Ricoh ESA embedded clients. This feature was introduced to simplify the end-user experience when other scan applications are enabled on the embedded client. This system wide configuration is not configurable by the system administrator. It must be requested upon system installation or provided as a service request under a maintenance contract by a trained EP support technician. The list of supported Xerox embedded devices has been updated for Equitrac Profession 5.7. For a complete list of supported Xerox devices, please see this webpage on the Nuance.com website: Equitrac Professional 5.7 supports the latest Xerox ConnectKey 1.5/EIP Multi-Function Printers. For a complete list of supported Xerox devices, please see this webpage on the Nuance.com website: The Xerox embedded client has been enhanced to support the 2 nd generation WebKit based browser. Webkit is a necessary software component used in rendering web pages in browsers. Support for the Webkit based browser is important because Xerox will be transitioning its devices to include the Webkit based browser (from the ANT based browser) in the near further. EP 5.7 also continues to support the 1 st generation ANT based browser that previous EP 5 versions currently support. Page 4 of 14
5 Embedded HP Edgeline Description/Benefit Embedded client support has been dropped for HP Edgeline devices. This impacts the HP CM8050 and CM8060 devices. Server CAS offline print release Multiple Follow-You Printing pull groups Optimizing System Manager Performance Updated Messaging in Windows Event Viewer Transaction Imports Description/Benefit In cases where the Equitrac CAS server is unreachable, users who have previously logged in and have their credentials stored within the system cache are able to release their queued print jobs. Note: Requires configuration of Home DRE to find print jobs. Equitrac Professional 5.7 allows devices to belong to multiple Follow-You Printing pull groups. Users can access their print jobs from a larger set of devices. For example: devices can be configured to release jobs sent to multiple Equitrac print queues, the same color MFP could be used to release a job sent to either a monochrome pull group or a color pull group. User management pane loads faster in EP 5.7 than in previous builds, especially when managing a system that uses Alternate PINs. This optimization reduces the time required for configuring and managing users. The error message description in the Windows Event Viewer when importing invalid phone transactions has been enhanced to include additional Call Accounting details. This messaging enhancement will greatly improve the trouble shooting process for Equitrac Professional 5.7 Administrators. The Transaction Import Wizard has been updated for EP 5.7 to allow for transactions to be tracked by user s . The user s now acts as unique identifier for tracking transactions (i.e., imported from 3 rd party applications) that do contain User ID or User Code. Page 5 of 14
6 Server Fuji Xerox ecopy Integration Xerox ecopy Integration ecopy Do Not Send Password Description/Benefit Equitrac Professional 5.7 has been updated to support ecopy integration with Fuji Xerox embedded clients. The ecopy Fuji Xerox integration uses the currently supported ecopy Cost Recovery protocol v3. Cost Recovery protocol v3 allows users to use the Single Sign-On (server based) authentication with ecopy to be automatically logged in. Note: The existing protocol v2 continues to be supported. Equitrac Professional 5.7 supports ecopy integration with Xerox EIP embedded clients using the Cost Recovery protocol v3. Integration with ecopy allows for the user to be access the ecopy application directly once logged into the Xerox embedded client. All scan transactions performed will be tracked by Equitrac Professional. The ecopy integration in EP 5.7 provides the option for Administrators to decide to, or not to (for reasons of security or convenience), allow EP to send secondary/pin (Password) to the ShareScan server (Single Sign On option). Note: This feature does not apply to CR protocol V2. ecopy Unencrypted Communication Equitrac Professional 5.7 ecopy integration now allows for the use of the Cost Recovery protocol v3 without encryption. This option can be configured in System Manager by EP Administrators. Note: This feature does not apply to CR protocol V2. Platform Compatibility Mac OS X Support SQL Server 2014 Support Windows Terminal Server 2012 Description/Benefit The Equitrac Professional 5.7 workstation client for Macintosh supports Mac OS Equitrac Professional 5.7 supports SQL Server The Equitrac Professional 5.7 workstation client supports Windows Terminal Server Page 6 of 14
7 Platform Compatibility imanage/worksite 9 Support Windows Server 2003/2003R2 Windows XP Windows Vista Description/Benefit Equitrac Professional 5.7 supports Autonomy (formerly Interwoven) imanage Worksite version 9. Equitrac Professional 5.7 will not support Microsoft Windows Server 2003 and 2003 R2. On July 13, 2010, Microsoft discontinued mainstream support of Windows Server 2003/2003 R2. Microsoft, however, will continue to provide extended support through to March 14, It is recommended that customers upgrade to the most currently supported version of Windows Server. Equitrac Professional 5.7 will no longer support Microsoft Windows XP desktop operating system. On April 8, 2014, Microsoft discontinued all support for Windows XP. It is recommended that customers upgrade to the most currently supported version of Windows Server. Equitrac Professional 5.7 will no longer support Microsoft Windows Vista desktop operating system. On April 10, 2012, Microsoft discontinued mainstream support of Windows Vista. It is recommended that customers upgrade to the most currently supported version of Windows Server. 3.2 Installation Requirements Hardware, operating system software and requirements are outlined in the Technical Specification datasheets available on the Partner Portal. Page 7 of 14
8 4 Customer Continuity Equitrac Professional customers using current versions of Equitrac Professional 5.5 & 5.6, and currently under maintenance, will be able to update to version 5.7 at no software charge. This is not a mandatory update. Upgrades from Equitrac Professional 5.4 (or earlier) are not supported. Customers must update their Equitrac Professional 5.4 (or earlier) version to either 5.5 or 5.6 in order to apply the upgrade. 5 Documentation The following documents were updated as a result of the EP 5.7 release: Administration Guide Installation Guide Scan Solutions Guide Usage Guide Cluster Deployment Guide EP5 Embedded for Canon MEAP 1.4 EP5 Embedded for Canon MEAP 2.0 EP5 Embedded for Fuji-Xerox EP5 Embedded for HP LaserJet EP5 Embedded for Ricoh ESA (updated from ESA 2.0.4) EP5 Embedded for Xerox EIP TPC Setup Guide TPC User Guide EP5.7 Tech Specs Enterprise Edition EP5.7 Tech Specs Small Firm Edition EP5.7 Tech Specs Standard Edition. Note: A PDF Reader is required to view product documentation. If you do not already have the Nuance PDF Reader installed, it is available at the following URL: Page 8 of 14
9 6 Incorporated es/known Issues/Observations 6.1 es Incorporated CAS DCE The following is a list of hotfixes incorporated into this release: ID Type Description of Resolved Issue EP550-HF CAS EP550-HF CAS EP550-HF CAS EP550-HF CAS SR# SR# SR# SR# A scenario may have occurred where incorrect costs were recorded when a pricing rule based on matter description was ignored. With more than 10,000 records in the installed software table, System Manager will show an Error 1 when attempting to open the properties of a device. DCE server slowdown when a large number of devices are in a single pull group. A scenario may occur where the SQL tempdb could continue to grow and was filling up hard drive space. None When logging was enabled with flash mode off, CAS would crash on shutdown. ID Type Description of Resolved Issue EP550-HF DCE SR# Omtool global embedded directives are not displaying for a user that has an apostrophe in his address. EP550-HF DCE None Xerox EIP: Using the Logout button on the Equitrac Cost Recovery screen may throw an error on Xerox branded Fuji Xerox devices. The physical logout button would work successfully if this occurred. Page 9 of 14
10 ID Type Description of Resolved Issue SR# SR# Xerox EIP: Data entered on the Equitrac Cost Recovery screen via the soft keyboard on the MFP may not be properly submitted DRE ID Type Description of Resolved Issue EP550-HF DRE SR# Print transactions with valid Client\Matter data were intermittently being recorded as exceptions. EP560-HF DRE SR# When all print jobs from a remote DRE were released, only one document was printed EQPCE ID Type Description of Resolved Issue EP550-HF EQPCE SR# Incorrect large page counts may occur when using a Brother MFC printer Mac Client ID Type Description of Resolved Issue EP56-HF MacClient None Enhancement Mac Client now supports Mac OS EP56-HF MacClient EP56-HF MacClient None Enhancement Mac Client now supports Mac OS None Multiple popups may be seen when printing with an HP DesignJet 2500 driver. Page 10 of 14
11 6.1.6 Scheduler ID Type Description of Resolved Issue EP550-HF Scheduler SR# Intermittently scheduled tasks would not run at their scheduled times. EP560-HF Scheduler SR# A crash occurred during Active Directory sync when mapped fields did not have the same data type SPE ID Type Description of Resolved Issue EP550-HF EQPCE SR# Scheduled tasks or reports created during Daylight Saving Time do not execute after the time change to Standard Time System Manager ID Type Description of Resolved Issue EP560-HF sysmgr SR# Print job amounts based on sq. footage are incorrect Tools ID Type Description of Resolved Issue EP550-HF TOOLS EP560-HF TOOLS SR# Unable to register Cost Recovery app as default app during initialization of hybrid Xerox devices None When using EQXeroxEIPRegistration.exe command line tool, the default entry screen was still being set to the Cost Recovery screen when the n parameter was used. Page 11 of 14
12 Web Client ID Type Description of Resolved Issue EP560-HF WebClient Windows Print Client SR# The sort order in Web Client s Exception Editor was no longer applied after saving changes to a record. ID Type Description of Resolved Issue EP560-HF WinClient None The print popup from Word may not be displayed when using an HP Universal Print Driver. SR# SR# Print Client popup bug fixes were made to improve tab order and the field focus after errors are encountered to improve workflow and reduce the number of inputs required to correct errors. Print Client popups would not appear when using Hide Popup mode, when a required field was empty. SR# Enhancement Validation errors are now shown when the Print Client popup first appears identifying fields requiring input. If the copy count of a subjob was invalid in the Print Client popup, the error message Override validation errors? incorrectly appeared in the error dialog. Page 12 of 14
13 6.2 Known Issues The following is a list of known issues in Equitrac Professional 5.7: ID Manifestation Resolution Int ID# Int ID# Int ID# Int ID# Int ID# Fuji Xerox: User is not able to login to MFP following restoration of Ethernet connection. When Authentication Method is set to keypad only in System Manager, a user is still able to login to an MFP via card swipe. This applies to Xerox and Fuji Xerox devices only. The WebClient uses outdated java script Window.showModalDialog() method. Xerox WC 7525/5665 devices: Selecting 'Logout' on (MFP) Cost Recovery screen causes an exception/soap error, resulting in the screen being unusable. This applies to select Xerox devices only. The Windows Event Viewer generates warning messages when accessing the Web Client. To be addressed in a future release. Workaround: When the Ethernet connection is restored, press the Login in/log out button and then swipe a card. To be addressed in a future release. To be addressed in a future release. Workaround: Select a browser that supports this method in order for pop-ups to function. To be addressed in a future release. Workaround: Press the hard Log In/Out button and then log back onto the Xerox device. To be addressed in a future release. Workaround: Grant read access to Network Service user to the following two files: C:\Users\Public\Desktop\Equitrac Web Client.url C:\ProgramData\Equitrac\Equitrac Platform Component\5\EQCASSrv\ _notif_ex_ trx_tmpl.html. Page 13 of 14
14 6.3 Best Practices Refer to the Equitrac Professional Installation Guide for a list of best practices. Page 14 of 14
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