Equitrac installation overview

Equitrac can be installed as a standalone product, or combined with AutoStore, Output Manager and Business Connect in various configurations to create multiple document processing workflows. Some of the Equitrac options include the Accounting Server for user verification, print charges, and cost-recovery; the Print Server for printing, print tracking, secure document release, rules based printing, and basic document transforms; Web System Manager UI for Equitrac configurations; and additional device control, reporting and scheduling services.

There are two Equitrac installation workflows available:

Refer to Equitrac Requirements to ensure your environment is configured to match the system requirements.

Refer to Upgrade Equitrac if you are upgrading from a previously installed version of Equitrac.

Equitrac components can be installed on multiple servers. If installing Web Client on a different server from CAS, you must manually add a CASName entry in the Registry file on the server where Web Client is installed in order to open Web System Manager. Create a CASName registry under HKEY_LOCAL_MACHINE\SOFTWARE\Equitrac\Common and assign it the CAS value, restart Web Client and open Web System Manager.