AbacusPCR Billing 3.1 and Print Retrieval Application...

AbacusPCR Billing 3.1 and Print Retrieval Application

Installation and Usage Guide

This guide has been validated and reviewed for accuracy. The instructions and descriptions it

contains are accurate for AbacusPCR Installation. However, succeeding versions and

guides are subject to change without notice. MirrorPlus Technologies Inc. assumes no liability

for damages incurred directly or indirectly from errors, omissions or discrepancies between

the software and the guide.

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Contents

About This Guide ........................................................................................................................................ 4 Purpose of this Guide ............................................................................................................................................ 4 Who should read this Guide .................................................................................................................................. 4 How this Guide is organized................................................................................. Error! Bookmark not defined. Typographical Conventions ................................................................................................................................... 4 How to Get in Touch ............................................................................................................................................. 4

Chapter 1 Getting Started .......................................................................................................................... 6 Overview of AbacusPCR Copy Tracking ................................................................................................... 7

Copy Tracking Modes ........................................................................................................................................... 7 AbacusPCR – Canon MEAP Integration Overview ................................................................................... 7 Before you Begin ........................................................................................................................................ 8 Adding a New Copier using AbacusPCR Manager .................................................................................... 8 Canon MEAP login application Installation ............................................................................................. 13 Configuring AbacusPCR login application .............................................................................................. 20 Using AbacusPCR login application ........................................................................................................ 22 Uninstalling the AbacusPCR login application ........................................................................................ 33

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About This Guide

Purpose of this Guide

This user guide is designed to provide user-friendly, detailed instructions for performing all tasks associated

with using the AbacusPCR integration on Canon MEAP Software Architecture capable devices.

Who should read this Guide

This document helps the users to integrate AbacusPCR on Canon MEAP capable devices.

Typographical Conventions

Before you start, it is important to understand the typographical conventions used in this guide.

This Represents

Bold Menu, any option on the menu, radio button, check box, command button or a link.

A note, providing additional information about a certain topic.

An important message not to be ignored.

How to Get in Touch

The following section provides information on how to obtain support for documentation and software.

Documentation Support

For any questions, comments or suggestions on the documentation, contact us by email at

[email protected]

Technical Support

If you have any problems, questions or suggestions regarding this software, email us at

[email protected]. While contacting technical support, please have the following information

ready:

AbacusPCR version

mailto:[email protected]



The operating system

A description of the steps leading to the problem

The exact message that appeared when the problem occurred, or any other message that

appeared on your screen

For additional information:

Please contact: MirrorPlus Technologies Inc via email, and / or phone:

Email: [email protected]

Phone: 1-877 TRY ARC1 (Option 3 for AbacusPCR Support)

www.mirrorplus.com


http://www.mirrorplus.com/


Chapter 1 Getting Started

In this chapter, you will learn about:

Overview of AbacusPCR Print Cost Recovery System

AbacusPCR Billing Login Application Installation and Usage


Overview of AbacusPCR Copy Tracking

AbacusPCR Copy Tracking is a software solution to track and bill all the off-the-glass copying activities.

The copy tracking process is as follows:

1. AbacusPCR Copy Tracking application is installed in the Copier.

2. When a user walks to copier to copy, he needs to fill in the credentials / PIN number

information in the AbacusPCR Copy Tracking application.

3. The information is submitted to the IIS in the AbacusPCR Server.

4. IIS updates the activity into the AbacusPCR Database.

The current Canon MEAP integration is designed to lock the user from using any of the operations until he

is authenticated.

Copy Tracking Modes

AbacusPCR copy tracking allows users to bill jobs directly on the copier panel or at the user’s desktop.

Billing at the copier panel: Users pre-bill the copying before using the device. AbacusPCR Copy Tracking

allows the user to logon and bill the activities to relevant projects.

Billing at the user’s desktop: Users logon to the copier and complete the copying activities. AbacusPCR

Copy Tracking delivers the billing popup to the user’s desktop for billing. Users bill the activities to relevant

projects.

AbacusPCR – Canon MEAP Integration Overview

The following diagram illustrates the AbacusPCR integration with Canon MEAP capable devices.


Before you Begin

A Microsoft VM image is supplied with AbacusPCR Server running. Make sure that a proper IP is assigned

to it and also make sure that the windows firewall is turned off on it.

Most of the defaults are already configured.

Adding a New Copier using AbacusPCR Manager

Before you start copy tracking, the copier needs to be added using AbacusPCR Manager.

To add a new copier:

1. Open AbacusPCR Manager application.

(Start > Programs > AbacusPCR > Manager)

AbacusPCR Manager application

2. Click on Devices.


Devices tree

3. Right-click on Copy Terminals and click Add Copy Terminal. The Add new copier device

window appears.


Add new copier device window

Enter a Friendly Name for this Printer: Enter a friendly name to easily identify the device.


Printer Name: Type the printer name. For example, Canon 2880i

Machine Serial Number: Enter the serial number of the copier device.

Create Equipment Details and select serial number.

IP Address: Enter the IP address of copier device.

Billing Dialog

Each field has the following options:

Check box – You can enable the field by selecting the check box next to the field. If you select a field, that

particular field is displayed on the billing dialog.

Validation – This field indicates how the billing dialog validates a field. The following are the validation

options:

Always – Selecting this indicates validation is mandatory for all activities (all print / copy / fax /

scan jobs)

Optional – Selecting this indicates validation is not mandatory.

Sort Option – This field indicates how you want to arrange the data.


ASC – Selecting this indicates the data is arranged in ascending order.

DSC – Selecting this indicates the data is arranged in descending order.

Display Option – This field indicates how the data is displayed.

All – Selecting this indicates the data is displayed to all the users in the AbacusPCR database.

All-AbacusPCR Users – Selecting this indicates the data is displayed to all the users except

default AbacusPCR users such as Admin, Master Admin users.

4. Select one of the modes. You can either select User Mode or PIN Mode.

In the User Mode, the user is validated based on user name and password. The user’s

names will be displayed in a drop-down list and password entered by user will be validated

against the user name.

In the PIN Mode, the user is validated based on the PIN numbers that they enter.

5. The optional fields include, configuring projects, phase, billing code and notes. You can

select as many fields as you require.

6. For configuring project, select the Project check box.

Select the Validation option.

Select the Sort Option.

Select the Display Option. This indicates how you want to display the project Name or

Number or Name (Number) or Number (Name).

7. For configuring project phase, select the Phase check box.



Select the Display Option. This indicates how you want to display the phase Name or

Description or Name (Description) or Description (Name).

8. For configuring billing codes, select the Billing Code check box.



9. For configuring notes, select the Notes check box.



Select the Display Option. This indicates how you want to display the comments section. If

you select Global Notes List, notes field is displayed as a drop-down list. Users can only

select notes from the list. If you select Text Field, notes field is displayed as a text box.

Users can enter their comments in the text box.

10. Click Add. The new device is added under Copy Terminals.

11. Click Close to close the window.

12. Click the newly added device under Copy Terminals to confirm the configuration settings.


Newly added device and configuration settings

13. To modify the configuration settings, click Change Configuration Settings… hyperlink.

To confirm the changes, click Save changes… hyperlink.

To remove the device, click Delete this Device… hyperlink.

Canon MEAP login application Installation

1. Open Web browser and type http://deviceipaddress:8000/sms and enter password

http://deviceipaddress:8000/sms


2. Click on Login button

3. Select System Management main tab

4. Select Enhanced Sys. App tab under System Management


5. To install AbacusPCR MEAP log in application


6. Browse AbacusCopy_enc.jar file

7. Browse license.lic file

8. Click Install button to install the application.


9. Verify the Application information and click OK


Once AbacusPCR Login application installed successfully, the application will be displayed in the

application list.

10. Select AbacusPCR Login application to enable to automatically start.


11. Now restart the device.


Configuring AbacusPCR login application

1. Enter the admin access password 00000000

2. Enter AbacusPCR server IP Address

3. Enter AbacusPCR server port ( by default 80 )


4. If the application fails to connect to AbacusPCR server it displays the following screen, click

Administrator button to change the server settings

5. To toggle Context login mode click on CLS is Off button.

6. Click Refresh to load new configuration changes from the server

Once the application connects to server successfully it display the application log in screen.


Using AbacusPCR login application

1. To make a copy or scan


2. Select user name by clicking on User button or PIN number

3. Enter password using keypad of onscreen key board

Note: The Administration button is hidden by default. If the administrator needs to change the AbacusPCR

settings then press RESET key 3 times and CLEAR to toggle the Administration button display.

4. Once login successful it displays the project selection screen


5. Select Project by clicking on button next to project

Use up and down arrow to scroll project list

6. To search a project click on search button

7. Enter project number to search and click Go button to search the projects


If any projects matching the search condition

8. Select the project from the list and click OK button

Click Favorites button to select project from the Favorites list.

Click recent button to select a project from recent list

Repeat steps to select the Phase for a project.

Once select project and phase click Next button


Select billing code and click Next button to continue

Enter notes

Click Notes button to select the notes from list


Click Next button to continue to use the scanner or copier.

Once the copy / scan job is done click on ID button to lock the machine and record the transaction.

After logout the user is given a choice to continue billing for the next job without the need to enter login

credentials. Press “End Session” or ID key to logout.


If the user does not make a choice to continue billing for next job within 3 seconds then his session will end

and redirected back to authentication screen and need to provide login credentials to login again.

Quick Select Keys:

Billing entry consists of selecting Project, Phase, Reimbursable, Comments, and Custom Field. Users can

configure project billing fields as favorite keys.

Users can choose from the quick keys instead of entering the billing fields.


To choose quick billing click on Quick Billing after entering pin number to login and enter into the list of quick

billing items.

Optionally enter comments or login to the MFP from here.


Print Retrieval

AbacusPCR Print retrieval is a secure printing module for clients to save paper wastage and provide secure

document retrieval.

Workflow: Users print to drivers configured for print retrieval. Such Jobs are saved in AbacusPCR

repository. User can then walkup to any supported MFP device and release the prints to the device.

When the user logs in all the jobs belonging to the user are listed. One or more jobs can be chosen to be

printed.

Select All: Select all documents

Delete: Delete Selected Documents

Print w/ Options: Print the selected documents with a different set of options


Print+Delete: Print the document and delete from list

Print: Print the job

Home: Go back to AbacusPCR Print Retrieval Home page in case of MEAP application or logout and go

back to login page in case of AbacusPCR billing login application

Options like number of copies, duplex, color can be changed before printing.

Click on Print or Print w/ Options to start spooling the print file to MFP.


Contextual Login Mode

Contextual Login mode can be enabled from AbacusPCR Admin Access. When running under Contextual

Login Mode, AbacusPCR authentication screen only comes up when the user clicks on Copy or Scan

buttons.

Note: - The device needs to be restarted in order for the changes to take effect.


Uninstalling the AbacusPCR login application

1. Login to the sms application using Web browser

Select Default Authentication in the Application list

Click Select Button


Restart the device and connect to sms.


Select AbacusPCR Login application and click Uninstall button.


Click OK button to complete uninstallation.

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