Strategy

Integrated solutions require an install strategy, and pre-planning is key to a successful installation. You cannot simply download the application and install it on the MFP. Installation without a strategy can take days or longer as you work through the problems for failing to pre-plan. Understanding, knowing and executing a proper install strategy can result in an installation of less than an hour for a single machine and minutes per MFP for bulk installations.

There are areas of the enterprise solution that must be addressed for proper installation of the embedded application. Some are manual only tasks, and others have automated support. The preferred task execution order is as follows:

Task Method Description
Downloads Manual Acquire the installation materials and licenses. The application must be downloaded from Equitrac. The installer must be accessible through the Internet or downloaded from Equitrac.
Firmware Manual The MFP must have the latest firmware or be upgraded to the latest firmware.
License Manual Must be completed on the Equitrac server. The server may require licenses for certain product features and MFPs, and will require proper licenses for each instance of the embedded application.
Printer Port Manual The print server must be set up with knowledge of the MFP. The server manages a configuration of the MFP for printing, with or without the embedded application installed.
Installer Setup Automated The MFP must be configured appropriately to receive the embedded application using the automated installer. We recommend pre-creating your install sets and configuration sets.
Install Application Automated The embedded application must be installed on the MFP.
Configure Application Automated The embedded application must be configured.
Configure Server Manual The server must be configured for the embedded application.
Verify Manual The installation must be verified with an execution of a user workflow.