Bank of the West EDS - Premier Getting Started Guide Web Client

Transcription

1 EDS - Premier Getting Started Guide Web Client Version: 4.0 March 2012

2 Contents Guidelines for EDS... 3 Getting Started Client PC Hardware Requirements Client PC Software Requirements... 4 Web Client Installation Scanner Installation Security Microsoft.Net 3.5 ServicePack 1 Installation Initial Sign on to EDS Premier Sign on to EDS Premier Registering a Scanner (first time use only) Creating a New Deposit Modifying an Open Deposit History Reports Deposit Detail Report Deposit Image Report Deposit Image Report (Front Only) All Deposits Summary Report Location Summary Report Export Standard Data File Report Layout User Administration Resetting your Password Appendix A Administrator Verification Appendix B - Panini Vision X Scanner Installation Appendix C- Digital Check Scanner Installation EDS PREMIER Web Getting Started Guide Page 2 of 68

3 Guidelines for EDS The following section is a recommended guideline for using Electronic Deposit Services (EDS). Your Environment: 1. Ensure imaging equipment and software is compatible with the EDS software and equipment. 2. Monitor and check scanner equipment on a regular basis to ensure it is functioning properly. Clean the scanner on a monthly basis. 3. Ensure there are adequate controls to prevent the destruction of original documents before verifying image quality. 4. Identify an alternative method to get checks to the Bank in case there is a problem with scanning a check (foreign item, hard to read etc.) 5. Adequate training is important for new employees. A lack of knowledge of imaging procedures could lead to quality control issues and misplaced or unavailable documents. Establish a computer(s) dedicated to Customer's banking business; (no s or internet browsing other than to the EDS website) 6. Perform anti-virus scans and software patch updates regularly 7. If you suspect a machine contains malware or the anti-virus scan identifies a virus it is unable to contain and/or destroy, reinstall the Operating System on the affected computer (this will remove malicious software that anti-virus systems cannot detect) Making your Deposit: 1. The deposit deadline is 7 PM Pacific Time. 2. Run a register tape on all the items of your deposit and input the deposit total as your control total. 3. You are no longer required to stamp the back of the check since EDS Premier has payee virtual endorsement. The image of the endorsement will be attached to the back of the image of the check after the check has been submitted to the Bank for deposit. 4. Although the system will alert of any poor images, review the images to confirm the successful scanning. After the Deposit is Submitted: 1. Confirm the Deposit Confirmation matches your deposit 2. Frank the checks with EDS. It will spray Electronically Deposited on the front of the check. 3. Safeguard the checks to avoid being redeposited or being destroyed prematurely. After the retention period, destroy the checks using a cross cut shredder. EDS PREMIER Web Getting Started Guide Page 3 of 68

4 Getting Started 1. The EDS Premier has the following Hardware and Software requirements: 1.1 Client PC Hardware Requirements The minimum recommended configuration is as follows: Pentium GHz Processor (3.0 GHz recommended due to CAR/LAR processing in Smart Client) 512MB RAM 1024x768 video resolution 40GB Hard Drive Network Card Broadband Internet Access USB 2.0 Note: USB 1.1 is not supported due to the system resources required to capture images. 1.2 Client PC Software Requirements Windows 2000, Service Pack 4 (32 bit) Windows XP, Service Pack 2 (32 bit) Windows Vista (32 or 64 bit) Internet Explorer 6, 7, 8 or 9 2. Few Other things required before we proceed with installation: 1. Do you have your login, ID and Password from. The User ID is on the Welcome and the Password is on the secured ? If not, contact Customer Services at (800) Scanner should be unboxed, put together and ready to connect to your PC. Do not connect to your PC until prompted to do so during our installation. For detailed instructions to install the Panini scanners, go to Appendix B for instructions; for Digital Check scanners, go to Appendix C for instructions. EDS PREMIER Web Getting Started Guide Page 4 of 68

5 Web Client Installation 1.3 Scanner Installation The steps for completing the scanner installation are as follows: Note: This must be performed while logged into Windows as a local administrator. If you don t know if you are an administrator, go to Appendix A for instructions. 1. Launch the following link to get the EDS Premier Main Menu. The first time you access the site, select <EDS Premier Installation> to get the EDS Premier Installation Menu. If you have already installed the scanner, select the <Web Deposit>. Figure 1-1 EDS Premier Main Menu 2. Select <Scanner Drivers> Figure 1-2 EDS Premier Installation Menu EDS PREMIER Web Getting Started Guide Page 5 of 68

6 3. Select the appropriate scanner on the Scanner Driver Installation screen. The following screen will appear: Figure 1-3 EDS Premier Scanner Driver Installation Menu 4. Select Save 5. Select a download location for the driver and select Save. 6. Extract the contents of the downloaded file. 7. Launch the Setup.exe file and follow the instructions to complete installation. Note: The installation Wizard and procedures will vary by scanner, so make certain to follow every step carefully. Pay special attention when following prompts on when to connect power to the scanner and when to connect to the PC. There are detailed instructions for each scanner in Appendix B for Panini scanners and Appendix C for Digital Check scanners. 8. Upon completion of the installation process, select <Finish>. EDS PREMIER Web Getting Started Guide Page 6 of 68

7 1.4 Security The external Web server s domain that EDS Premier communicates with should be added as a trusted Internet Web site. In addition to configuring the Web site for EDS Premier as a Trusted Site, there is a sub-setting that must be verified to ensure seamless operation of the Web client. As seen in the attached screen sample, you need to set Access data sources across domains to Enable under the Miscellaneous heading found in the Custom level settings for Trusted Sites on the Security tab of Internet Options for Internet Explorer. 1. Within the Menu Bar choose the <Tools> drop down and select <Internet Options>. Figure 2-1 Menu Option "Tools" Explorer 6 (Tools is 5 th selection from left on the top tool bar) Explorer 7 (Tools is located on the right side of the top tool bar, next to what looks like a gear) EDS PREMIER Web Getting Started Guide Page 7 of 68

8 Figure 2-2 Web Content Zones Security 2. Within Internet Options click on the <Security> tab. Within the Security tab choose the Web content zone by clicking on <Trusted sites>. Figure 2-3 Trusted Sites Security 3. Within Trusted Sites Zone click on the Sites button. EDS PREMIER Web Getting Started Guide Page 8 of 68

9 Figure 2-4 Add Trusted Sites 4. Within Trusted Sites add the Web site and click <Add>. Click <OK> to return to the Security tab. EDS PREMIER Web Getting Started Guide Page 9 of 68

10 Figure 2-5 Custom Security Level for Trusted sites 5. Within Security tab, click the <Custom Level>... button. Figure 2-6 Custom Security Settings 6. Select <Medium-low> from the custom settings drop down list. EDS PREMIER Web Getting Started Guide Page 10 of 68

11 Figure 2-7 Reset Security Settings 7. Click <Reset> to set the new security level for your Trusted Sites Zone. Figure 2-8 Security Setting Warning 8. Click <Yes> that you want to change the settings for this zone. Under the Active X Controls and Plug-ins, Enable, Download signed Active X Controls Figure 2-9 Security Settings EDS PREMIER Web Getting Started Guide Page 11 of 68

12 Under the Miscellaneous tab, Enable Access Data Sources Enable Display Mixed Content Enable Web sites in less After Miscellaneous section complete, Click OK the is Figure 2-10 Miscellaneous Security Settings 9. Within Security Settings, scroll down to "Miscellaneous" settings. Click <Enable> for "Access data sources across domains" (this stops the prompting when you click on the Proceed button in the web client) and for Display mixed content. Click <OK> (not Reset). EDS PREMIER Web Getting Started Guide Page 12 of 68

13 Figure 2-11 Security Setting Warning 10. Click <Yes> that you want to change the settings for this zone. Figure 2-12 Security Setting Warning 11. Click <OK> to finalize the settings and exit. EDS PREMIER Web Getting Started Guide Page 13 of 68

14 1.5 Microsoft.Net 3.5 ServicePack 1 Installation EDS Premier requires the.net 3.5 Service Pack driver loaded on the PC. To confirm your PC has this level of driver, go to your Control Panel and select Add/Remove Programs. Figure 2-13 Control Panel Confirm Microsoft.NET Framework 3.5 SP1 is loaded on your computer. Figure 2-14 Add or Remove Programs If Microsoft.NET Framework is not loaded, return to the EDS Premier Installation Menu and select Microsoft.Net 3.5 Service Pack 1 Installation. Note: You must have Administrator privileges on the computer to install. EDS PREMIER Web Getting Started Guide Page 14 of 68

15 Figure 2-15 EDS Premier Installation Menu The following screen will appear: Select Download and the program will be downloaded on to the computer. EDS PREMIER Web Getting Started Guide Page 15 of 68

16 Select Run Select Ok and the software will begin to install. The following screen will appear. When the software is installed successfully, the following message will appear. Press Exit to end. EDS PREMIER Web Getting Started Guide Page 16 of 68

17 1.6 Initial Sign on to EDS Premier Your setup for the Web Client is now complete. Close all open browsers. Launch Internet Explorer, proceed to the URL site " and click on Web Deposit. Figure 3-1 EDS Premier Main Menu The following Multi-Factor Authentication screens will appear. Select Begin Setup to continue to the next screen. Otherwise, select Sign Off to cancel this process and exit the application. Figure 3-2 Setup Secure Authentication It is recommended to make the Login page a favorite or a desktop icon. Enter User Name. Click Login EDS PREMIER Web Getting Started Guide Page 17 of 68

18 Select a Category and then, using a single click, select a Picture. Select Continue Setup Figure 3-3 Setup Secure Authentication Step 2 Enter the user ID and your personal pass-phrase corresponding to the selected picture. Note: The user can also change the previously chosen picture on this screen as well. Select Continue Setup to continue to the challenge question selections. Figure 3-4 Setup Secure Authentication Step 3 EDS PREMIER Web Getting Started Guide Page 18 of 68

19 Select four challenge questions from the drop-down lists and enter your answers Select Continue Setup to continue to the computer registration selection. Figure 3-4 Confirmation Questions The user has the option to Register this computer. Register the computer. Selecting Register this computer will save the client time and energy when logging on in the future. Select Continue Setup to continue to the review screen.. Figure 3-5 Computer Registration EDS PREMIER Web Getting Started Guide Page 19 of 68

20 Preview and change any data previously entered. Select Submit to send the data for authentication and enrollment and for logging into the application. Figure 3-6 Web Client Deposit Login Enter your password, then press <Enter> or click the <Proceed> button. EDS PREMIER Web Getting Started Guide Page 20 of 68

21 1.7 Sign on to EDS Premier Figure 4-1 Web Client Deposit UserID Enter your User ID, then press Enter or click the <Login> button. Figure 4-2 Web Client Deposit Password Enter your password, then press Enter or click the <Login> button. For the initial sign on, you will be required to reset your password. Below are the password requirements: The password must be: At least six characters long Passwords should be difficult to guess and not: Include words found in any English or Foreign language dictionaries, EDS PREMIER Web Getting Started Guide Page 21 of 68

22 spelled forward or backward. Be the users logon name in any form Use the users first, middle or last names Be immediate family s names Be all digits or all of the same letter Be information easily obtained about the user Contain at least three of the following four character types Uppercase letters Lowercase letters Numbers Special characters (such as *$%^&#) Passwords must be different than previous 6 passwords used EDS PREMIER Web Getting Started Guide Page 22 of 68

23 1.8 Registering a Scanner (first time use only) Figure 4-3 Web Client Create Deposit Screen Select Registration tab Figure 4-4 Registration Screen Select the correct location from the Location drop-down list and press Register. EDS PREMIER Web Getting Started Guide Page 23 of 68

24 1.9 Creating a New Deposit Figure 4.5 Web Client Create Deposit Screen Select the account you need from the Account drop-down list on the Deposits screen. If you do not see the account you need, contact your assigned customer service rep or customer service at Calculate the deposit total and enter the amount into the Deposit Total field. This is the expected total for the deposit and is required. Click Proceed. EDS PREMIER Web Getting Started Guide Page 24 of 68

25 Figure 4-6 Capture Items Pop-Up Box Click <Scan>. The Capture Items pop-up box appears, and then items are scanned and added to the deposit. When you are finished, click <Stop> in the Capture Items pop-up box. Figure 4-7 Capture Items Page Review the deposit, and then click Proceed. If the calculated total matches the deposit total, a virtual deposit ticket is created. If there are any failed items, the Correct Items screen appears (Figure 4-7) displaying those items, and their corresponding failures and exceptions. If there are no failures, the Balance Screen appears (Figure 4-11). EDS PREMIER Web Getting Started Guide Page 25 of 68

26 Figure 4-8 Correct Items Screen Do one or more of the following as appropriate: For image quality exceptions: To accept (override) the exceptions, display the item you need and click <Accept>. All Image Quality Exceptions are accepted. To remove an item, select the item you wish to remove and click <Remove Item>. For amount recognition failure: Enter the correct dollar amount within the field provided and click Accept. As displayed in Figure 4-8, should be entered in the Correct Amount field. EDS PREMIER Web Getting Started Guide Page 26 of 68

27 Figure 4-9 Correct Items Screen Amount Recognition Correction Figure 4-10 Correct Items Screen Duplicate Detection When you have finished correcting all failures and exceptions, review the deposit. If all items are correct, no more items are pending, and the Deposit matches the Expected Total, the Balance Screen appears (Figure 4-11). EDS PREMIER Web Getting Started Guide Page 27 of 68

28 Figure 4-11 Balance Screen If you are finished entering deposits, click <Proceed> to be sent to the Web Client Review Capture Items Screen. (Figure 4-12) Figure 4-12 Web Client Review Capture Items Screen Verify the information here and select Finish Deposit. You will be given options to view reports immediately following this selection. EDS PREMIER Web Getting Started Guide Page 28 of 68

29 Figure 4-13 Web Client Review Capture Items Screen (Report Links) Once the deposit has been received by, the following deposit notification will be ed to your address. Please confirm the account, amount and number of items. If you do not receive the or the numbers do not match your control totals, please contact Cash Management Customer Service. Figure Deposit Notification EDS PREMIER Web Getting Started Guide Page 29 of 68

30 Once the deposit has been marked as finished, you will be able to access two report links for the completed deposit. The first is link is to the Deposit Detail Report (Figure 4-15), and the second is to the Deposit Detail Image Report (Figure 4-16). The reports open in a new window, so you may need to disable your pop-up blocker to view. Figure 4-15 Deposit Detail Report EDS PREMIER Web Getting Started Guide Page 30 of 68

31 Figure 4-16 Deposit Detail Image Report EDS PREMIER Web Getting Started Guide Page 31 of 68

32 1.10 Modifying an Open Deposit You can add items to, and modify individual items within an open deposit. To modify an open deposit, do the following: Add Items Figure 5-1 Select Open Deposit 1. Under My Open Deposits, click the link for the deposit you need. The Capture Items page appears (Figure 4-7). 2. Load items into the scanner and click Start Scan. The Capture Items pop-up box appears, items are scanned and added to the selected open deposit. 3. Continue by stopping the capture process by clicking Stop in the Capture Items pop-up box. Modify Items 1. Under My Open Deposits, click the link for the deposit you need. The Capture Items page appears (Figure 4-7). 2. Select the item you need, and then modify the item in the Correct Item screen. EDS PREMIER Web Getting Started Guide Page 32 of 68

33 1.11 History The History tab allows you to examine additional detail of recently captured deposits. Within the selected deposit you are allowed to view individual check detail (captured data & images). Deposit Details and Deposit Detail Image Reports are also available. Figure 6-1 History Detail View EDS PREMIER Web Getting Started Guide Page 33 of 68

34 1.12 Reports The Reports tab allows you to create reports on multiple days of deposits, research deposit items, and export report data in several different formats. Figure 7-1 Report Menu Deposit Detail Report Deposit Image Report Deposit Image Report (Front Only) Deposit Image Report (1x3) Deposit Summary Report All Deposits Summary Report Export Standard Data File* Location Summary Report EDS PREMIER Web Getting Started Guide Page 34 of 68

35 Deposit Detail Report Figure 7-2 Deposit Detail Report This report provides details of a selected deposit. To run this report, perform the following: 1. Select Deposit Detail Report. The Input Field Entry page displays. 2. Select a Date. 3. Select a Deposit Description. 4. Optional: Click the Include Custom Fields check box to display all relevant custom field data in your report. 5. Select a report layout of either Tab or Window. 6. Click the View Report button. EDS PREMIER Web Getting Started Guide Page 35 of 68

36 Deposit Image Report Figure 7-3 Deposit Image Report This report provides summary detail of a deposit and front/back images of each item in that deposit. To run this report, perform the following: 1. Select Deposit Image Report. The Input Field Entry page displays. 2. Select a Date. 3. Select a Deposit. 4. Select a report layout of either Tab or Window. 5. Click the View Report button. EDS PREMIER Web Getting Started Guide Page 36 of 68

37 Deposit Image Report (Front Only) This is the Deposit Image Report with front-only images Deposit Image Report (1x3) This is the Deposit Image Report with front-only images in a 1x3 format (default is 2x6). Use this image report if larger images on printed pages are needed Deposit Summary Report Figure 7-4 Deposit Summary Report This report provides a summary of deposits for a specified account in the selected date range. To run this report, perform the following: 1. Select Deposit Summary Report. The Input Field Entry page displays. 2. Select a Deposit Account. 3. Select a location, or choose All locations. 4. Enter a Start Date and End Date. 5. Optional: Click the Include Custom Fields check box to display all relevant custom field data in your report. EDS PREMIER Web Getting Started Guide Page 37 of 68

38 6. Select a report layout of either Tab or Window. 7. Click the View Report button All Deposits Summary Report Figure 7-5 All Deposits Detail Report This report provides a detailed summary of all deposits captured on a given date or date range. To run this report, perform the following: 1. Select All Deposits Detail Report. The Input Field Entry page displays. 2. Select a location, or choose All locations. 3. Enter a Start Date and End Date. 4. Optional: Click the Include Custom Fields check box to display all relevant custom field data in your report. 5. Select a report layout of either Tab or Window. 6. Click the View Report button. EDS PREMIER Web Getting Started Guide Page 38 of 68

39 Location Summary Report Figure 7-6 Location Summary Report This report provides a detailed summary of all deposits captured on a given date or date range by location. To run this report, perform the following: 1. Select Location Summary Detail Report. The Input Field Entry page displays. 2. Enter a Start Date and End Date. 3. Select an Account. 4. Select a report layout of either Tab or Window. 5. Click the View Report button. EDS PREMIER Web Getting Started Guide Page 39 of 68

40 Export Standard Data File Figure 7-7 Export Data This feature allows deposit data to be exported in a CSV format. To run this report, perform the following: 1. Select Export Standard Data File. 2. Select a Location. 3. Enter a Start Date and End Date. 4. Click Export file. 5. Choose to Save or Cancel the Export Capture Data Report. 6. If saving the report, enter a report name and select a location to save the file. 7. Select a report layout of either Tab or Window. 8. Click the View Report button. EDS PREMIER Web Getting Started Guide Page 40 of 68

41 Report Layout The Report View window makes the following common functions available from the toolbar for all generated reports: Name Flip Page Back to First/Last Page Refresh Print Export Zoom In/Out Find Next Function Display the next or previous report page. Display the First or Last report page. Refresh of the active report web page. Print the report using Windows specified print options Allows the user to output and save report data in one of three formats: CSV, PDF, and XLS Increase or decrease the viewing resolution of the report. Search for text within the report. EDS PREMIER Web Getting Started Guide Page 41 of 68

42 The Change Password tab allows you to reset your password. Figure 8-1 Change Password EDS PREMIER Web Getting Started Guide Page 42 of 68

43 1.13 User Administration The Administration tab allows you to create users and reset your user s password. If you need to add a new account, location or change the existing setup, you will need to call you Cash Management Service Representative. Figure 9-1 User Administration To create a new user, press <Create User> at bottom of the screen. The following screen will appear: Figure 9-2 Create User In Section1: Enter User Data, enter the User Name, Password, Confirmation Password, address. The password must be: At least six characters long Passwords should be difficult to guess and not: Include words found in any English or Foreign language dictionaries, EDS PREMIER Web Getting Started Guide Page 43 of 68

44 spelled forward or backward. Be the users logon name in any form Use the users first, middle or last names Be immediate family s names Be all digits or all of the same letter Be information easily obtained about the user Contain at least three of the following four character types Uppercase letters Lowercase letters Numbers Special characters (such as *$%^&#) Passwords must be different than previous 6 passwords used: In Section 2: Select Role/s, select the appropriate roles for the user. See below for the Web Deposit User Roles: Role Supervisor Reviewer Approver (only if requested) Depositor Operator Privileges Register User Modify Users (Reset Password, Unlock, Enable/disable, and change address) For all user s deposits and all accounts View Reports View History View/Run Queries For all users deposits View Pending Deposits Approved Deposits Reject Deposits For own deposits only Finish Deposits View History including Transmitted Deposits View Reports Run/View Queries Create, Capture, Correct, Balance View Open Deposits View Recent Deposits Mark Items (any items) Reserved for Smart Deposit: Use Depositor Role instead In Section 3: Assign Deposit Account/s, select the appropriate accounts to be deposited into. EDS PREMIER Web Getting Started Guide Page 44 of 68

45 1.14 Resetting your Password In case you forget your password, the following steps will walk you through the process to reset your password. Figure 10-1 Password Screen Select Forget Your Password at the bottom of the screen. Figure 10-2 Confirmation Questions Answer the four confirmation questions and press the Continue Key. EDS PREMIER Web Getting Started Guide Page 45 of 68

46 Figure 10-3 Change Password Enter your new password twice then press Enter or click the <Login> button. The password must be: At least six characters long Passwords should be difficult to guess and not: Include words found in any English or Foreign language dictionaries, spelled forward or backward. Be the users logon name in any form Use the users first, middle or last names Be immediate family s names Be all digits or all of the same letter Be information easily obtained about the user Contain at least three of the following four character types Uppercase letters Lowercase letters Numbers Special characters (such as *$%^&#) Passwords must be different than previous 6 passwords used EDS PREMIER Web Getting Started Guide Page 46 of 68

47 Appendix A Administrator Verification To verify that you are an Administrator or have administrative privileges for your computer running Windows XP or Windows Vista, try the following: Windows XP: Open the Windows Control Panel. Right-click on User Accounts (Windows Vista and Windows XP) and select Open. Select the Users tab. If Administrators is displayed in the Group column for your user name, you have administrative privileges. Windows Vista Business Edition: Open Windows Start Menu Select the Setting option Select Control Panel Select User Accounts If your User Icon lists your username with Administrator, you have administrative privileges. EDS PREMIER Web Getting Started Guide Page 47 of 68

48 Appendix B - Panini Vision X Scanner Installation The following steps are for completing the installation VisionX scanner driver. 1. Is the scanner plugged in? Unplug first. Remove the middle cover from your scanner to install the ink cartridge. Remove the protective plastic strip on the ink cartridge before installing. Being careful not to shake it, place the cartridge towards the back of the scanner; be careful not to touch the metal foil (contacts and print head) or the cartridge could be damaged. Insert the nose (inkjet end) into the cradle of the scanner and slide it forward while keeping the reservoir end of the ink cartridge tilted slightly upward. Push the cartridge downward until it snaps into position. Then replace the cover securely. 2. Next power on your scanner by plugging in the power cord; it will be the one with a black box on the cord. We will not be connecting the scanner to the PC yet, so please do not connect the USB cable to your computer. 3. Select the EDS Premier Installation item from the EDS Premier launch page ( Figure B - 1 EDS Premier Launch Page EDS PREMIER Web Getting Started Guide Page 48 of 68

49 1. From the EDS lnstallation page, select Scanner Drivers to display a list of supported scanners. Figure B-2 EDS Premier Installation Menu EDS PREMIER Web Getting Started Guide Page 49 of 68

50 5. Select the driver which corresponds to the make and model of your scanner. Figure A EDS Premier Scanner Driver Installation Menu Figure A-3 EDS Premier Scanner Driver Installation Menu EDS PREMIER Web Getting Started Guide Page 50 of 68

51 6. You will be prompted to download a.zip file containing the scanner driver setup executable. Select Open : Figure B-5 EDS Premier File Download Prompt - Open Zip File 7. The contents of the zip file will be displayed. Double click on the SETUP.EXE. Figure B-6 Scanner Driver Setup Executable EDS PREMIER Web Getting Started Guide Page 51 of 68

52 8. Click OK when prompted. Figure A-7 Run Scanner Driver Setup.exe EDS PREMIER Web Getting Started Guide Page 52 of 68

53 Figure AB-6 Installshield Wizard Prepares Install 5. InstallShield Wizard guides you through the scanner driver installation process. EDS PREMIER Web Getting Started Guide Page 53 of 68

54 Figure AB-7 Installshield Wizard Ready for Install 6. To begin the installation using the InstallShield Wizard click <Next>. Figure AB-8 Installation of Scanner Driver EDS PREMIER Web Getting Started Guide Page 54 of 68

55 7. Click Install to begin installation. Figure AB-9 Installation of Scanner Driver 8. InstallShield Wizard installs scanner driver on your computer. Click Next>. Figure AB-10 Setup Warning 9. Make sure that the USB cable is not connecting the scanner to the computer. Click OK. EDS PREMIER Web Getting Started Guide Page 55 of 68

56 Figure AB-11 Scanner Driver Setup 10. Click <Next> to confirm the destination folder inside your C: \Program Files directory. Figure AB-12 Select Install Components 11. Click Next to install both the scanner demo (recommended) and driver files. EDS PREMIER Web Getting Started Guide Page 56 of 68

57 Figure AB-13 Scanner Setup Complete 12. Click Finish to complete setup. Figure AB-14 Scanner Driver Setup Complete EDS PREMIER Web Getting Started Guide Page 57 of 68

58 13. InstallShield Wizard finishes install of the scanner driver. Figure AB-15 InstallShield Wizard Complete 14. Click Finish to complete InstallShield Wizard's installation of the scanner driver. 15. Connect the scanner to your PC using the USB cable provided. Your computer should automatically recognize the new hardware with the following messages in sequence: Figure AB-16 New Hardware EDS PREMIER Web Getting Started Guide Page 58 of 68

59 Appendix C- Digital Check Scanner Installation The following steps are for completing the installation of Digital Check TellerScan and CX30 scanner driver. 1. Is the scanner plugged in? Unplug first. Remove the middle cover from your scanner to install the ink cartridge. Make sure to remove the protective plastic strip from the ink cartridge before installing. Being careful not to shake it, place the cartridge towards the back of the scanner; be careful not to touch the metal foil (contacts and print head) or the cartridge could be damaged. Insert the nose (inkjet end) into the cradle of the scanner and slide it forward while keeping the reservoir end of the ink cartridge tilted slightly upward. Push the cartridge downward until it snaps into position. Then replace the cover securely. 2. Next power up your scanner by plugging in the power cord; it will be the one with a black box on the cord. We will not be connecting the scanner to the PC yet, so please do not connect the USB cable to your computer. 3. Select the EDS Premier Installation item from the EDS Premier launch page ( Figure C - 1 EDS Premier Launch Page EDS PREMIER Web Getting Started Guide Page 59 of 68

60 4. From the EDS lnstallation page, select Scanner Drivers to display a list of supported scanners. Figure C-2 EDS Premier Installation Menu EDS PREMIER Web Getting Started Guide Page 60 of 68

61 5. Select the driver which corresponds to the make and model of your scanner. Figure C-3 EDS Premier Scanner Driver Installation Menu EDS PREMIER Web Getting Started Guide Page 61 of 68

62 6. You will be prompted to download a.zip file containing the scanner driver setup executable. Select Open. Figure C-4 EDS Premier File Download 7. The contents of the zip file will be displayed. Double click the SETUP.EXE Figure C-5 Scanner Driver Setup Executable EDS PREMIER Web Getting Started Guide Page 62 of 68

63 8. Click OK when prompted. Figure C-6 Run Scanner Driver Setup.exe EDS PREMIER Web Getting Started Guide Page 63 of 68

64 Figure C-7 Installshield Wizard Prepares Install 9. InstallShield Wizard guides you through the scanner driver installation process. EDS PREMIER Web Getting Started Guide Page 64 of 68

65 Figure C-8 Installshield Wizard Ready for Install 10. To begin the installation using the InstallShield Wizard click <Next>. EDS PREMIER Web Getting Started Guide Page 65 of 68

66 Figure C-9 Installation of Scanner Driver 11. Click Install to begin installation. EDS PREMIER Web Getting Started Guide Page 66 of 68

67 Figure C-10 Installation of Scanner Driver 12. InstallShield Wizard installs scanner driver on your computer. EDS PREMIER Web Getting Started Guide Page 67 of 68

68 Figure C-11 Setup Finish 13. Click Finish to complete the Teller Scan scanner driver installation. 14. Click <Yes> to restart the computer 15. Plug in the USB cable to the computer. Figure C-12 Driver Completion and Computer Restart EDS PREMIER Web Getting Started Guide Page 68 of 68