NUANCE Equitrac TouchPoint Assembly instructions

TouchPoint Console
Installation and Setup
Guide
© 2015

TouchPoint Console Installation and Setup Guide
TouchPoint Console Installation and Setup Guide
Document History
© 2015 Nuance Communications, Inc. All rights reserved.
All rights to this document, domestic and international, are reserved by Nuance Communications, Inc. 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 Nuance.
Trademarks
Equitrac®, Equitrac Professional®, PageCounter®, PageCounter Professional®, Follow-You Printing®, and TouchPoint Console®are trademarks of
Nuance Communications, Inc.
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:
Revision Date Revision List
February 2015 Minor corrections and graphics update
December 2011 Added information for Application firmware updates, new fax board information
October 2010 Updated Graphics
April 2009 Updated document for TPC 1.1.1 release
Caution The accompanying text provides key information about a step or action that might
produce unexpected results if not followed precisely.
Note The accompanying text provides cross-reference links, tips, or general information
that can add to your understanding of the topic.
Warning Read the accompanying text carefully. This text can help you avoid making errors
that might adversely affect program behavior.

Table of Contents
TouchPoint Console Installation and Setup Guide 3
Table of Contents
1 About TouchPoint Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Configuration Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
TouchPoint Console Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Licensing Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Network Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
2 TPC Mounting and Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Copy Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Fax Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Scan Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Hardware Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Connection Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
To connect the hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
3 Initial Local Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Identify the Server IP Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
DHCP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Server Hostname . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Static IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Assign the TouchPoint Console IP Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Replace an existing console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Create a new Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Set the Date, Time and Locale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Upgrade TouchPoint Console Firmware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Before you start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Firmware considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Update the firmware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
4 Additional Local Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Accessing the Administrative Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Installation Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Allow DHCP to Assign an IP Address to TPC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Assign a Static IP Address to TPC: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Table of Contents
4 TouchPoint Console Installation and Setup Guide
TouchPoint Console Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Date, Time, and Locale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Display, Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
External Serial Device Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Copy Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
About . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Meter Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Fax Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Fax board discovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Outbound V.34 settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Setting the Country Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Outbound Calling Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Fax Call Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
TouchScreen Calibration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Service Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Reboot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
System Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
5 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Connection Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
CAS Offline Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Communication Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Copy Count Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Unexpected Reboot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Using the Bypass Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

TouchPoint Console Installation and Setup Guide 5
About TouchPoint Console
TouchPoint Console (TPC) devices are an integral part of the Equitrac Professional cost recovery solution. When
integrated with Equitrac Professional version 5.2 or later, TPC controls user access to office machines, and gathers
transaction data that is used to recover all client billable expenses: copies, prints, scans, faxes, and disbursements such
as couriers and catering.
TouchPoint Console places client/matter allocation directly at the user’s fingertips. The compact LCD touch screen
design enables fast and accurate allocation of document costs to the correct client matter or project.
Each TouchPoint Console is connected to an output device via a manufacturer-specific foreign interface cable. Users
must login to TPC and select verified client/matter codes before the output device is unlocked and ready for use.
Configuration Overview
TouchPoint Console Specifications
Licensing Requirements
Network Prerequisites
About This Guide
1

Chapter 1: About TouchPoint Console
6 TouchPoint Console Installation and Setup Guide
TPC communicates with the Equitrac Professional server via Ethernet connection, and provides an Ethernet
expansion port to connect the output device in a single network drop.
Equitrac Professional
DCE Server
Controlled Output
Device
Ethernet Connection
TouchPoint
Console

TouchPoint Console Installation and Setup Guide 7
Chapter 1: About TouchPoint Console
Configuration Overview
In general, configuring TPC to work with Equitrac Professional 5.2 or later follows this workflow:
1 Physical setup and basic TPC local configuration
Perform the physical setup and connections. Your copier technician will attach the copy control cable to the output
device. You can then attach the remaining cables, power up TPC and run through the Installation Wizard to get
TPC communicating on the network.
Ensure that you record the IP Address of the DCE server. You will need this information to perform local TPC
configuration. If using static IP addresses, also ensure that you have list of IP Addresses, and a method of recording
which IP Address will map to which physical device.
Instructions to complete these tasks are available in this Installation guide. See TPC Mounting and Setup on page
11 and Initial Local Configuration on page 17.
2 Upgrade the TPC platform and application firmware
TPC ships with default version of the platform and application firmware. Upgrade to the latest versions prior to
performing server-side configuration.
Instructions to upgrade firmware are available in this Installation Guide. See Upgrade TouchPoint Console
Firmware on page 26.
3 Server-side global TPC configuration and device assignment
You must configure TPC configuration sets within Equitrac Professional 5.7, assign a configuration set to each
TPC, and assign each TPC to a physical device within System Manager. There are also a few global TPC options
that you need to set that determine system-wide behavior. If using card readers with TPC, you must also configure
the card reader settings on the server.
Instructions to complete these tasks are available in the Equitrac Professional Administration Guide. Refer to
chapter "Configuring TouchPoint Consoles".
4 Additional local configuration
After the server-side configuration is complete, you can then configure additional local TPC such as fax options,
display and audio settings, etc.
Instructions to perform this additional configuration are located in this Installation Guide. Fore more
information, see Additional Local Configuration on page 29.

Chapter 1: About TouchPoint Console
8 TouchPoint Console Installation and Setup Guide
TouchPoint Console Specifications
Hardware Specifications Details
Connectivity • Ethernet Category 5 cabling
• Dual 10/100 Ethernet ports with switch
Power Supply • Includes dual voltage power supply
• Input: 100/240VAC, 50-60Hz, 1.2A
• Output: 12VDC, 2.5A (30W)
Mounting Three mounting options:
• Floor
•Wall
•Tabletop
Operating Environment • Ambient Temperature: 5° - 35° C/41° - 95° F
• Relative Humidity: 8 - 85%
• Storage Temperature: 0° - 65° C/32° - 149°F
Storage • Stores over 40,000 transactions
Ports and Connections • Power Connection–Power supply connector
• Serial Port–Standard serial communication port
• Ethernet Connection–RJ 45 Jack for Ethernet connection
• Ethernet Expansion Port-RJ 45 Jack for peripheral devices
•DualUSB2.0ports
• Card Reader port
•CopierInterfaceport
Display • 10.4”, 800 x 600 pixel LCD touch screen
Inputs • Touch screen soft keyboard
• QWERTY keyboard with numeric key pad
Options • Single or dual fax v.34 capability
• Card Reader options:
• External ABA Track 2 (magnetic swipe) card reader
• External 125 KHz proximity (HID) card reader
• External 13.56 MHz contactless smart card reader (Mifare, Legic)

TouchPoint Console Installation and Setup Guide 9
Chapter 1: About TouchPoint Console
Licensing Requirements
Each TouchPoint Console consumes one Device Connector license from System Manager > Licenses within Equitrac
Professional. The Equitrac Professional Standard Edition is licensed for 25 Device Connectors, and expansion packs
can be purchased if required.
Ensure that licenses are applied in System Manager prior to installing TPC. If TPC cannot find a license, errors will
occur.
Network Prerequisites
If you are using DHCP to assign IP Addresses to TouchPoint Consoles, Equitrac recommends configuring the DHCP
server to associate the DCE server by option 230. This value allows the DHCP server to locate and correctly identify
the load file for TouchPoint Consoles. See DHCP on page 18 for instructions.
About This Guide
This guide provides physical setup and basic TPC configuration information only. You must also perform
configuration tasks on the Equitrac Professional server to establish the capabilities and feature set that will be used on
each TouchPoint Console.
Refer to the following sources for additional information:
Document Description and where to find it
TouchPoint Console User Guide • Task-based user manual to help end-users perform various cost-recovery
functions through TPC including client and matter allocation, copying
and scanning, fax codes and disbursements.
• PDF format file available on the Equitrac Professional 5.2 (and later)
product CD.
Equitrac Professional Administration Guide • Complete reference guide for all TPC server-side configuration tasks.
• PDF format file available on the Equitrac Professional 5.2 (and later)
product CD.

Chapter 1: About TouchPoint Console
10 TouchPoint Console Installation and Setup Guide

TouchPoint Console Installation and Setup Guide 11
TPC Mounting and Setup
Before you connect a TouchPoint Console to the network, ensure you read the sections below to gather all required
hardware.
Software Requirements
Hardware Requirements
Hardware Connections
2

Chapter 2: TPC Mounting and Setup
12 TouchPoint Console Installation and Setup Guide
Software Requirements
TouchPoint Consoles work with Equitrac Professional version 5.7 or later.
When you install and license the software appropriately, you can add and configure TouchPoint Consoles to release
print jobs and to track photocopies, scans, disbursements, and faxes.
Windows services and applications that control TouchPoint Consoles devices are included with the software.
NOTE: Equitrac Professional may require an upgrade or downgrade of the TPC firmware and/or application in order
to work correctly. For detailed information, see Firmware considerations on page 26.

TouchPoint Console Installation and Setup Guide 13
Chapter 2: TPC Mounting and Setup
Hardware Requirements
You should ensure that you have all the hardware provided with the Authentication Device:
•Powersupply
•Powercable
• Bypass keys(2) See Using the Bypass Key on page 60.
• 10/100 Base-T Ethernet network cables (2)
In addition, you will need the following:
• Live Ethernet drop outlet
•USBkeyboard(optional)
CAUTION: Use only the keyboard that ships with the TPC. Use of any other keyboard may result in unexpected
behavior.
Copy Control
If TPC will be used for copy control, you need a copier interface cable for your copier make and model. The copier
interface cable is shipped with each TPC, but you must order the correct cable per controlled device.
Fax Control
If TPC will be used for fax control, you will need one RJ-11 telephone or fax cable per fax device. If you ordered a fax-
enabled TPC, two RJ11 Fax cables are shipped with TPC.
Scan Control
If TPC will be used for scan device control, you will need a foreign interface cable for your scan device make and
model. The cable is available separately.
• To connect to an eCopy scan device, eCopy ScanStation version 7.1 or 8.01 is required.
• To connect to a Xerox MFP with Scan enabled, the MFP device must be configured as follows:
• SNMP protocol enabled and configured on port 161.
• SNMP GET Community Name set to public.
• Authentication Mode set to Foreign Interface Device.
• Where available, Foreign Interface Device’s Inhibit Services enabled and set to All Services.
For complete instructions on configuring scan control, refer to the "Scanning Solutions" chapter in the Equitrac
Professional Administration Guide.

Chapter 2: TPC Mounting and Setup
14 TouchPoint Console Installation and Setup Guide
Hardware Connections
Using the labeled graphic and table on the next page for reference, complete the hardware connection procedure
outlined in To connect the hardware on page 16.
Security
Lock
Power
Connection
USB Expansion
Ports
Device Control
Cable
Fax Port
(to fax device)
Line Port
(to wall)
External reader
port
Ethernet
Connection
(to wall)
Ethernet
Expansion Port
Serial
Port
Bypass
Keyhole
On/Off
Switch
LED Power
Indicator

TouchPoint Console Installation and Setup Guide 15
Chapter 2: TPC Mounting and Setup
Connection Descriptions
Connection Description
Security Slot Attach your security lock to this slot.
Line Port RJ 11 Jacks for telephone connection (fax terminal only). Connect the other end to the wall
connection.
Fax Port RJ 11 Jacks for fax device connection (fax terminal only). Connect the other end to the fax
device.
This port is intended for local On-Premises connection only and cannot be connected to
building cabling.
WARNING: Connecting the fax port to the building cabling voids the telecom
approval.
USB expansion port Use these ports to attach a USB keyboard or any other USB device.
Ethernet Expansion RJ 45 Jack enables terminal to be used as a hub. Connect the other end to the device that TPC
is controlling.
Ethernet to Wall RJ 45 Jack for Ethernet connection. Connect the other end of the cable to the wall jack.
Serial Port Standard serial communication port. If connecting a bar code reader, use this port.
WARNING: Do not plug a device in both the serial port AND the external reader port,
because doing so may cause electrical damage to TPC and/or your external device.
Device Control Cable Port Copy and scan control port. Connect your device-specific cable to this port.
External reader port If using a magstripe or proximity card reader, connect one end to this port, and the other end
to the reader.
Power Power supply connector
On/Off Switch Press once to turn TPC on, press again to turn TPC off.
LED Power Indicator Power indicator light with three states:
• Yellow - TPC has power, but is off
• Green - TPC has power and is on
• No light - TPC does not have power
Bypass Keyhole Insert the bypass key to change the operation mode to Administrative mode and bypass the
control mechanism.

Chapter 2: TPC Mounting and Setup
16 TouchPoint Console Installation and Setup Guide
To connect the hardware
Ensure that the device and TPC power cables are physically disconnected from the power outlet prior before
completing these steps.
1 Mount TPC on the mounting hardware. Follow the instructions provided with your mounting device (tabletop,
wall or floor) to mount TPC.
2 Connect TPC to the controlled device.
a Connect one end of the Device Control Cable (or foreign interface cable) to TPC and the other end to the
device that TPC will control.
NOTE: Have your copier technician connect the cable between the controlled device and TPC using instructions
from the device manufacturer. Once TPC is powered up, you must change the scan device settings for Console
support.
b Change the copier settings to use the key counter or vendor interface. These settings should disable the copier
except when TPC has an active copying session.
c Connect one end of an Ethernet cable to the controlled device, and the other end to the TPC Ethernet
Expansion port.
NOTE: If TPC is used as a hub for another device and TPC loses power or is disconnected, the device connected to
the Expansion port will not be connected to the network.
3 Connect TPC to the network.
Plug one end of an Ethernet cable into the TPC Ethernet port, and then connect the other end to either an
Ethernet hub, or to an Ethernet wall jack, if appropriate.
4 Connect any optional USB devices, such as a USB mouse or keyboard to one of the TPC USB Expansion Ports.
5 Connect fax cabling (optional)
TPC supports one or two fax lines. You must purchase the fax-enabled version of TPC to capture fax transaction
data. Per fax device:
a Connect one end of an RJ11 jack to a TPC Line Port, and the other end to the jack on the wall.
b Connect another RJ11 jack to the corresponding TPC Fax Port, and the other end to the Fax device’s port.
6 Connect a card reader (optional)
If using a magnetic stripe or proximity reader, connect the device to TPC External reader port.
7 Connect a barcode reader or serial device (optional)
If using a barcode reader or other optional serial device, connect the device to the TPC Serial Port.
8 Connect the power supply.
To connect the device to a power supply, use the power cable supplied with TPC. The LED Indicator light on the
side of TPC (between the Bypass and On/Off switch) will turn yellow if TPC is receiving power and TPC will
power up automatically. The LED Indicator light will turn green when the device is receiving power and is turned
on.
The first time a TPC is powered up, the Installation Wizard runs automatically. See Initial Local Configuration on
page 17 for initial configuration instructions.

Equitrac Professional TouchPoint Console Installation and Setup Guide 17
Initial Local Configuration
The first time you power up a new (unconfigured) TouchPoint Console, the Installation Wizard runs automatically to
help you establish communication with the Equitrac Professional DCE server. You must identify the DCE server’s IP
Address, and assign an IP Address to TPC.
The Installation Wizard steps you through three required screens, then automatically reboots TPC to apply the
settings. Follow these steps to perform the minimum configuration necessary to get TPC up and running and ready
for use.
1 Identify the Server IP Address using one of three possible methods. Refer to Identify the Server IP Address on
page 18 for instructions.
2 Assign the TouchPoint Console IP Address by either creating a new instance, or replacing an existing TPC and
using the existing settings. Refer to Assign the TouchPoint Console IP Address on page 22.
3 Select the Date, Time, and Locale
Synchronize the time and date to match the server settings. You can also change the soft keyboard layout if
required. Refer to Set the Date, Time and Locale on page 25.
4 TPC reboots automatically.
To access the Administrative options after the reboot, you must login in as administrative user. See Accessing the
Administrative Options on page 31.
5 Update the TPC platform and application firmware.
TPC ships from the manufacturer with default versions of the platform firmware and application layer. You must
update the firmware to the latest versions prior to performing server-side configuration. See Upgrade TouchPoint
Console Firmware on page 26.
Identify the Server IP Address
Assign the TouchPoint Console IP Address
Set the Date, Time and Locale
Upgrade TouchPoint Console Firmware
3

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18 Equitrac Professional TouchPoint Console Installation and Setup Guide
Identify the Server IP Address
TPC offers three different ways to obtain the IP Address of the DCE server: DHCP, DNS, or Static IP. Each option is
described in the sections below.
DHCP
If you are using DHCP to assign IP Addresses to TouchPoint Consoles, you must first configure the DHCP server to
associate the DCE server by option 230. This value allows the DHCP server to locate and correctly identify the correct
load file for TouchPoint Consoles.
The instructions below are specific to a Windows DHCP server. If your DHCP server runs on a different platform (for
example UNIX, Linux, OS X server, OpenVMS, AS/400 DHCP servers), ensure that you configure the DHCP server
to identify the correct load file under option 230.
To Configure the DHCP Server:
1 On the DHCP server, in the Windows Administrative Tools, open the DHCP windows management console.
2 Select the DHCP server root node.
3 From the Action menu, select Set Predefined Options.
4 From the Option Class drop-down list, select DHCP Standard Options.
5 In the Option Name section, click Add.
a In the Name field, type: Equitrac Professional
NOTE: The Name field label is for identification purposes.

Equitrac Professional TouchPoint Console Installation and Setup Guide 19
Chapter 3: Initial Local Configuration
b From the Datatype drop-down list, select String.
c In the Code field, type 230.
d In the Description field, type: Equitrac Professional
6 Click OK.
7 In the String Value section, enter EQ;B;<DCE Server IP address>; in the String field, where <DCE Server
IP address> is the IP address of your DCE server. You also use the hostname instead of the IP address.
NOTE: Make sure that you include the final semi-colon after the DCE IP address or hostname. The command will fail
if it cannot find the final semi-colon.
8 Expand the Scope node and select Scope Options.
9 From the Action menu, select Configure Options.
10 Select 230.
11 Click OK to save the changes.
To identify the DCE Server with DHCP:
1 On TPC, in the Server IP Setting screen, press DHCP - Option 230, then press OK.
2 Press the Test button. TCP creates a DHCP request to retrieve the server IP Address from option 230. The data
retrieved is displayed under the Current Setting field.
If successful, you should see the following under Current Settings:
Method - DHCP (230)
Primary Server - x.x.x.x
Where ‘x.x.x.x’ is replaced with the retrieved IP Addresses.
3 Press OK to continue to the Date, Time, and Locale screen.

Chapter 3: Initial Local Configuration
20 Equitrac Professional TouchPoint Console Installation and Setup Guide
Server Hostname
You can also identify the DCE server by the name assigned by the Domain Name System (DNS).
1 On the Server IP Setting screen, press DNS, then press OK.
2 In the Server Hostname screen, enter the Primary Server Name.
NOTE: If you do not have a hard keyboard attached to TPC, press the Soft keyboard button to access
the soft keyboard screen for data entry. Press the Enter key when finished to return to the Server
Hostname screen.
These fields accept up to 255 characters only.
3 Press Test.
TPC attempts to resolve the names and ping the DCE server. In the Ping Test Results area, you should see a
PASSED or FAILED message. If you see a FAILED message, ensure that you have correctly entered the name of the
primary server before continuing. Press Test again to re-try the ping.
4 Press OK to continue to the Date, Time, and Locale screen.