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Normal Users and Departmental Management

Administrators typically manage normal user accounts. With Equitrac embedded, the normal user accounts reside on the CAS server, and are managed by the server’s administrators.

The only role played by the embedded Administrator with normal user accounts is how they are treated on the Canon device. The user is mapped to a Department ID in the same way as the embedded Administrator is mapped to System Manager. In a typical configuration, all normal Equitrac users are mapped to the same Department ID. This configuration is necessary because Equitrac can have more users defined than the Canon device can have Department IDs. Each time a user is logged in the Department, information is reset to match the account limits of the user. The System Manager should not modify the department configuration.

For users to be properly mapped to the single Department ID, the System Manager must enable Department Management—create a department, and record the ID and password. This must be done before the embedded application in installed. Following installation, the Department ID and password must be assigned in the configuration of the embedded application.

Creation and configuration of the Department is handled by the automated installer.

Failure to properly configure Department Management may result in the login application not allowing logins. On some models, the user can login but the account enforcements will not function. Equitrac cannot support the application if Department Management is not enabled.

For institutions that currently use Department IDs for identification—and cannot quickly migrate from this configuration—there is an alternate ID mapping solution available. However, due to the complexity, custom application, and management required to keep a multi Department ID solution working, support for this configuration is not available. Support will only be available once you have completed migration to a single department model.

If the customer is using PINs on CAS that match Department IDs on the device, the embedded application can be configured to log the user in with the corresponding Department ID. With this configuration, consider the following:

  • Ensure there is an exact string match between the PIN and Department ID.
  • Ensure to add the departments across each machine where it will be used.
  • Avoid adding too many departments to the device.
  • Take care when removing accounts.

This configuration should only be used if it is necessary to migrate to the one Department ID model. Mapping of PINs to Department IDs can be enabled by turning on Department Support. Turning off Department Support will provide a complete transition to the single Department ID model.