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Equitrac Professional 5 Installation Guide

Software ApplicationDisclaimerThis page is not a piece of advice to remove Equitrac Professional 5.5.0 by Equitrac Corporation from your PC, nor are we saying that Equitrac Professional 5.5.0 by Equitrac Corporation is not a good application for your computer. This page simply contains detailed info on how to remove Equitrac Professional 5.5.0 in case you decide this is what you want to do. Here you can find registry and disk entries that Advanced Uninstaller PRO stumbled upon and classified as 'leftovers' on other users' computers.

28-Jan-09Changes/Fixes since EP5.2.0 build 3315 was released on June 29, 2007Firmware hot fixes can beobtained by emailing 'Installation Escalation@equitrac.com'Components EffectedDateInstaller?FileBuild#Problem DescriptionSR#BUG#In 5.2.2 (Build#3441)?System Manager31-Aug-07YesHF-152763-SysMgr.zip33361. Conditionally include alreadyexported transactions when recosting transactions. Requires HF-152850-CAS (orgreater) to a be applied to CAS server2. Allow sorting on User Extensions dialogNOTE: Requires HF-152850-CAS (orgreater)1-42872549,1-43217164Y05-Sep-07YesEP52-HF-152988-SysMgr.zip33373.

Allow sorting on UserExtensions dialog (Previous hotfix did not include necessary files)4. Add Amount field option to Exception Rules for telephone transactions.Also added Amount field for re-costing for telephone transcations.NOTE: Requires HF-152850-CAS (orgreater)1-43029052NAY10-Jan-08Yes33665.

changed license assignmentview to show number of existing phone extensions and rate tables.- Added functionality to allow the testing of active directory settingswithin the AD synchronization dialog.The test is composed of spawning off a thread to lookup the supplied user.NOTE: Requires HF-152850-CAS (orgreater)NAN.Will be included in a hotfixDRE31-Aug-07Yes33361. QueueIfPageCounterActivesetting in System Mananger not passed to DRE.NOTE: Requires HF-152850-CAS (or greater) to beapplied to CAS server for changes to be effective1-43061585YScheduler19-Oct-07YesEP52-HF-154133-Scheduler.zip33491. Fix for Scheduler triggeringduplicate tasks.1-43543461n/aY10-Jan-08Yes33662.

Fixed bug that would causeactive directory synchronization to never occur.NAN.Will be included in a hotfixExportTools17-Jul-07YesEP52-HF-151870-ExportTools.zip33281. Extended ability to addexport information using Perl language.EPG137n/aY05-Oct-07YesEP52-HF-153805-ExportTools.zip33442. Added ability to filter onnull values.

Equitrac Partner

If filter field value is blank or (word) null (case insensitive)and operator is = or correct SQL statement is constructed and usedin getting records for export.n/an/aY23-Oct-07YesEP52-HF-154253-ExportTools.zip33503. Modifiedfiltering on blank and NULL values. Blank filter filed values available forstring and datetime fields only and ignored for other field types. Blankvalue not treated as null. NULL values could be specified for any field type.n/an/aY26-Oct-07YesEP52-HF-154399-ExportTools.zip33514.User needs to enter fractions of an item in the Web Client disbursemententry. Modified export tools so that itemcount data can be exported withfractional units. Also requires HF-155603-CAS to be applied.1-43548213n/aY08-Jan-08Yes33635.

Export querytimes out on slow SQL Server, resulting in empty export file. Increasedtimeout from 30 seconds to 5 minutes to accomodate a particularly slowcustomer SQL Server.NOTE: Requires HF-155603-CAS (or greater) to be applied.6155790N.Will be included in a hotfixWebClient12-Jul-07YesEP52-HF-151855-WebClient.zip33251. Web clientfilters limited to 15 characters.

Now user can input code with 32characters.NOTE: Requires HF-151983-CAS (orgreater) to be applied.EPG265naY06-Sep-07YesEP52-HF-153023-WebClient.zip413992.Inconsistency in web client behavior when using regional settings other thanUS.3. Error when re-loading Transactions page in web client if Device fieldpopulated.NOTE: Requires HF-151983-CAS (or greater)to be applied.1-43082763NAY17-Oct-07YesEP52-HF-154021-WebClient.zip33464.User can no longer run the same report more than once and get datareturnedNOTE: Requires HF-151983-CAS (orgreater) to be applied.1-43637012NAY26-Oct-07YesEP52-HF-154398-WebClient.zip33515.Need to enter fractions of an item in the disbursement entry. Also requiresHF-155603-CAS to be applied.1-43548213NAY12-Dec-07YesEP52-HF-155641-WebClient.zip33606.Issue with EP5 not successfully emailing scheduled reports when another drive (not drive C) is used toinstall.7. Each time a report is opened to reschedule '-b 1' is added tothe email body.NOTE: Requires CAS hotfix HF-155603(or greater)35NAY08-Jan-08Yes33678.Allow user to create NULL filter to apply on exceptions editor and crystalreports. User can leave the field empty to set up a null filter.9. Allow the limit on the recordset to be configured by users (Open'My Preference' page and enter 'Record Limit' value).

Equitrac Professional 5 Installation Guide

Thedefault limit value is 1000 and user can not input value greater than4000.10. Allow reports to be broken on Matter/User field.NOTE: Also requiresHF-156053-ReportGenerator and HF-155603-CAS (or greater) to be applied.5344-14524NAitem8: Yesitem9: Yesitem 10: No, will be included in a hotfix.PortMonitorWindows Client17-Jul-07YesEP52-HF-151981-Client.zip33281.

Equitrac Office Manager

Easy Searches are unable topopulate the Matter field if the Client field is not on the dialog.2. Cutting and Pasting data from Word into the Equitrac popup may cause thepopup to lockup. To enable this featureadd the casconfig attribute ClipboardViewer with a value of 1 to the CASsubsystem1 or run the ClipboardViewer.sql script. The CAS, EQSharedEngine and ToolTrayapplication will then need to be restarted.EPG075n/aY06-Sep-07yesEP52-153020-Client.zip33393. Vista Support4.

Printing from Concordenceapplication results in incorrect copy counts1-43289620Y05-Oct-07YesEP52-HF-153686-Client.zip33435. With some print drivers (eg.Ricoh Aficio 2232 PCL5 v1.0.0 and v1.7.0.0) DRE printers get tracked twicewhen client side rendering is enabled - once as a desktop printer and onceas a DRE printer. (Popups in this caseare for the desktop printer This isEquizilla bug 16308)6. Network printers disappear on reboot.1-308Y18-Oct-07YesEP52-HF-154050-Client.zip33477. Added support for local(user) MRU and SpeedButtons if CAS server does not support storing these.Specifically added to support legacy EPT4.1 CAS servers.NANAY19-Nov-07YesEP52-HF-154989-Client.zip33568. Unable to properly determineis a Worldox document ID is valid during parsing if customer is usingcustomized document naming convention. Worldox standard convention is 8digits.9.

Some Windows print jobs not leaving spooler when cancelled by EP5 Popup.Results in printing application remaining hung.10. Microsoft Detours API involved in DLL naming conflict with otherlicensee, preventing EP5 client from loading the Detours functionality.

Anerror message may appear when opening printing applications that the Detouredfunction was not loaded.2132-12874,1-432-12976NAY03-Nov-07YesEP52-HF-155406-Client.zip33586.PowerDVD openswhen EP5 print popup appears7. If a parent field is configured to be read-only, and thereforenon-searchable (enforced in config), Easy Search function still returns allpossible values of this field. Enhancement added to disable Easy Search if aparent field is configured as read-only.4246-12152NA6-Y7-N29-Dec-07YesEP52-HF-155787-Client.zip33638.

Popup hangs if DMS documentis valid but has empty validation values9. Added option to force popup if DMS values are empty18237, 17238N.Will be included in EP522-HF-155937-WinClient.msi18-Jan-08YesEP52-HF-156306-Client.zip337110. Jobs in a Citrix session toan Indirect DRE printer not tracked if tracking of desktop printers isdisabled. These jobs should be tracked as DRE jobs with a popup within theCitrix session.11. Jobs in a Citrix session to an Indirect printer result in popup but notracking on workstation. These jobs should have no workstation popup and notbe tracked on workstation.917286N.Will be included in 5.2 hotfix HF-156315-Client28-Jan-09YesEP52-HF-165388-WinClient.zip337512. Windows API functionGetPrinter fails with error 5 or 6 when level 1 requested, preventing jobmatching of GDI and PrintProvider portions of job, causing loss of validationtracking.

Updated to request level 2 if level 1 fails.3NAN.Is available for 5.2.3 in HF-165346-WinClientWindow Clilent X6429-Aug-07YesEP52-HF-152831-Clientx64.zip33341. Initial release for Windowsx64 supportNANAY18-Sep-09Yes33752.

Windows API functionGetPrinter fails with error 5 or 6 when level 1 requested, preventing jobmatching of GDI and PrintProvider portions of job, causing loss of validationtracking. Updated to request level 2 if level 1 fails.3NANCAS23-Jul-07YesEP52-HF-151983-CAS.zip33281.

Added a check for a heuristiccheck to see if a transaction from an embedded device has already been postedto the database. This check is based on the transaction type, subtype, date,device id, and sub device id. This feature is enabled with a casconfigvariable CAS, HeuristicEmbeddedUniqueTrxCheck.2. Counter for Exception rules notreset between types. After X rules checked for last specific transactiontype, the check for the generic 'Any'rules would start at rule #X.3. TPC supportLocal fax codes converted to globalfax codes with manual delete no longer show as auto delete (15779) Global fax code expiry time resets nowreflected on TPC (15894) ReportsEP 5.2 detail and summary reportsno longer show data for unmapped fields (15947) Print Client Includes supportfor matter-only prompts (unique matters)Y31-Aug-07YesHF-152850-CAS.zip33364.

QueueIfPageCounterActivesetting in System Mananger not passed to DRE. Requires HF-152762-DRE to beapplied to DRE server for changes to be effective5.

Conditionally include already exported transactions when recostingtransactions. Requires HF-152763-SysMgr to be applied to System Manager forchanges to be available in System Manager1-43061585,1-42872549Y18-Oct-07YesEP52-HF-154076-CAS.zip33476.Costing supplied from DRE onValidateTransaction might be incorrect if CT additionaljobinfo not included(observed with single level validation).NOTE: Requires HF-152762-DRE (orlater) and HF-152763-SysMgr (or later) to be applied.1-43787929NAY11-Dec-07YesEP52-HF-155603-CAS.zip33517. Added ability to enterfractions of an item in the disbursement entry; Added support to capturephone number for incoming faxes; Added faxdigitsdialled field tocastrxfaxext table. This field will hold original digits dialled foroutgoing faxes or remote fax number for incoming faxes. Requires DCE hotfix155582 and HF-155790-ExportTools.NOTE: Also requires HF-152762-DRE(or later) and HF-152763-SysMgr (or later) to be applied.1-42396424, 1-42357335n/aY29-Jan-08YesEP52-HF-156413-CAS.zip33728. Improved handling of phonetransactions when phone extension license limit is reached. Phonetransactions with new extensions are not processed, extension is not learnedand an event message is recorded in event log.

When extension licenseviolation is resolved and telephone transactions reprocessed, new extensionis created (if allowed by configuration).NOTE: Requires HF-152762-DRE (orlater), HF-155582-DCE (or later), HF-155790-ExportTools (or later), andHF-152763-SysMgr (or later) to be applied.SR-8942 TASK-13546; SR-11774TASK-14713n/aN.Will be included in a hotfix06-Mar-08Yes337410. Fix to make MatterNonBillable flag inherited from parent (Client Code) when created from importif that flag is not specified as one of the values in importNOTE: Requires HF-152762-DRE (orlater), HF-155582-DCE (or later), HF-155790-ExportTools (or later), andHF-152763-SysMgr (or later) to be applied.Task - 20981n/aN.Will be included in a hotfixCPS28-Sep-07YesCPE build 70Fix for loosing fax transactionphone number and call cost while re-costing fax transaction. CPE (CallProcessing Engine) modified to clean digits dialled before processing a costcall request. This is done because digits dialled are formatted phone number(usually containing punctuation marks) when re-costing fax transactions.1-42396424n/aYEQPCEDCE23-Jul-07YesEP52-HF-151983-DCE.zip33281.