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