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Equitrac Software Activation and Downloads

Article # 3041650 - Page views: 502

Equitrac licensing requires a combination of serial numbers and activation codes to enable each Equitrac component. There are two ways to enter this license information: automatically via an Internet connection, or manually by requesting the codes. Use the following instructions by choosing either automatic activation or manual activation to apply licenses and activate components.


Automatic Activation

  1. Open System Manager by selecting Start > All Programs > Equitrac Office or Equitrac Express > System Manager.

  2. In the Select accounting server dialog box, choose the Core Accounting Server (CAS) with which System Manager is associated, then click Connect. 

  3. Click the System Manager > Licensing link in the left pane.

  4. Under Current tasks, click Add license or click in the right pane.

  5. When the Equitrac activation window opens, click Next to begin the activation process.

  6. Enter the serial numbers for the components you want to activate. After you enter each number, click Add to add it to the list, then enter additional numbers as required.

  7. When all numbers are entered, click Next.

  8. Select Automatic online activation and click Next.

  9. For Automatic online activation, do the following:

  • Follow the Activation wizard prompts to provide contact information. If you have already registered one or more Equitrac components, the Activation wizard fills the form with previously-collected data.

  • The Activation wizard displays a Collecting information... message while retrieving system data. If you want to omit technical details about your system, click the Show technical details button and select the information you do not want to transmit. You must transmit the following:

•Accounting server serial number

•Domain-qualified print server name

• Organization name as registered in Windows

• Fully-qualified CAS server DNS name

  • When the Activation wizard is ready to transmit the information, review the collected data. Choose whether to send optional data with your activation request.

NOTE: The Activation wizard transmits the data using an HTTP connection to the Equitrac activation server. If the connection fails, the Activation wizard prompts for verification that you have configured the default gateway correctly, and that the Internet is accessible from this machine. You can retry or cancel the activation request at this point.

  • The Activation wizard transmits the data and Equitrac returns the status of the activation code(s). The Wizard automatically records the license activation in System Manager, and displays the following activation results:

• Serial number

• Activation code

• Status (either Success, Invalid; the serial number and activation code is an invalid combination, or Denied; the serial number was valid but not accepted).


Manual Activation

If you are unsuccessful when using automatic registration to activate a license, follow the steps to peform a manual activation. 

  1. Start a Web browser and enter the following URL: to register the serial numbers.

  2. If the customer has previously registered Equitrac software, enter the email address and password for the account used to previously register software. 

  3. Enter the serial number and click "Register New Product". 

  4. Record the activation code or cut and paste the code into a text file. 

  5. Repeat these steps for each serial number to be registered.

  6. Start System Manager and click Licensing in the left pane.

  7. In the right pane, click Add.

  8. Add the first product serial number and click the Add button.

  9. Repeat step 9 to add each additional serial number.

  10. Click the Next button.

  11. In the Select Registration Mode dialog box, click the Manual activation radio button and then click the Next button.

  12. Click the Finish button.

  13. In the Add Licensing Information dialog box, enter the corresponding activation code for the displayed serial number and click the Add button.

  14. Repeat step 14 for each additional serial number displayed.

When complete, details on each license successfully registered appear in System Manager.


Software Downloads:

Downloads are available through the Kofax Electronic Delivery website: A license key with active maintenance is required to obtain the most recent software version.


Applies to:  
Product Version
Equitrac Express / Office 5.x
Equitrac Professional 5.x


Article # 3041650
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