GCMS Plus Quick Reference

Transcription

1 BTMU - Global Cash Management Service GCMS Plus Quick Reference Last Revised : March 203 This Quick Reference is an abstract of the GCMS Plus Online Manual (It contains the basic settings andoperations of GCMS Plus). To see contents that are not contained in the Quick Reference, confirm the GCMS Plus Online Manual by clicking "Help" link located on the top right hand corner of the screen after logging in. The reference numbers included in the Quick Reference are those of the GCMS Plus Online Manual (Operation Flow). QR_en_303.V0

2 Attention This manual is provided based on the "GCMS Plus Basic Agreement" (hereinafter referred to as Basic Agreement ). Provisions in the Basic Agreement are applied to this manual. For more information about "GCMS Plus Terms & Conditions", see the login screen of "BTMU-eBusiness". Note that the contents of this manual are subject to change without prior notice. The latest version of this manual is posted at "Customer Support" on the login screen of "BTMU-eBusiness". Before using the Service, please be thoroughly familiar with and understand how to use the equipment and software as well as restrictions and other assumptions. This manual is property of BTMU, issued to every customer under the Basic Agreement, and shall not be given to any third party. Copyright for this manual belongs to the Bank. Reproduction in full or in part of this manual is prohibited; however, the user of the Service may reproduce only one copy of this manual for his or her own personal use. The screen samples in this manual are of Windows XP, Internet Explorer 6.0 if there are no other specific descriptions. Trademarks GCMS Plus is a registered trademark or the trademark of The Bank of Tokyo-Mitsubishi UFJ, Ltd. in Japan and other countries. In the text, Microsoft Windows Operating System is referred to as Windows. Microsoft, Windows, Windows Vista and Internet Explorer are registered trademarks or trademarks of Microsoft Corporation in the United States and other countries. Adobe, Reader are registered trademarks or the trademarks of Adobe Systems in the United States and other countries. VeriSign, VeriSign logo and other VeriSign trademarks, service marks, and logos are registered trademarks or the trademarks of VeriSign, Inc. or its affiliates in the United States and other countries. OMNIKEY is a registered trademark or the trademark of HID Global in the United States and other countries. Trust Signer II is a registered trademark of Mitsubishi Electric Information Systems Corporation in Japan and other countries. Any other company and product names mentioned in this manual are registered trademarks of their respective companies. Trademark symbols and are not noted in the text of this manual. QR_en_303.V0

3 CONTENTS. Connection/Login () (2) (3) (4) (5) (6) Login Requirements 2 Check the Operating Environment of Your PC 3 Initial Settings before using IC Card 4. Download Driver Software 2. Install IC Card Software 3. Initial IC Card PIN (Password) Add to Trusted Site List 5 Login 9 Password 2 2. Settings () Administrators and Users 23 (2) Set Base Currency and Exchange Rates 24 (3) Set User Privileges Before Using GCMS Plus () Top Page 40 (2) Cautions for Smooth Operations 4 (3) (4) Security Features 43 Security Management by GCMS Plus Customer 44 QR_en_303.V0

4 Chapter Connection/Login () Login Requirements Prepare the necessary documents and items sent from the Bank to login for the first time. Checking of System Requirements. Initial Password 2. IC Card (mailed in a yellow envelope) IC Card SIM IC Card Setting Checking its Reliability 3. Initial IC Card PIN (Password) (mailed in a blue envelope) * Please keep SIM in safe custody. SIM is included in the term IC card for digital certification as used in the GCMS Plus Basic Agreement. 4. Authentication Device Login Login Password Initial PIN Password USB stick 2 QR_en_203.V0

5 Chapter Connection/Login Checking of System Requirements (2) Check the Operating Environment of Your PC The following operating system, browser software, and PDF viewer software are required in using the Service. Check the system environment of your PC. OS *4 System Requirements * Windows XP *5 SP3 Windows Vista *5 SP2 Windows 7 *6 SP PDF viewer Internet Explorer 6.0 Internet Explorer 7.0 Browser Internet Explorer 8.0 Adobe Reader 9.4 or later Internet Explorer 9.0 *7 (*) System requirements are subject to change without notice. Please contact your BTMU servicing office for the latest information on system requirements. (*2) Browsers can be used only in 32-bit version. (*3) Please re-install the Electronic Signature Software on the PC of the user who upgrades the browser software (Internet Explorer). Please refer to (3) Initial Settings before using IC Card (--) (*4) Operating System in English or Japanese can be used. (*5) Windows XP and Windows Vista can be used only in 32-bit version. (*6) GCMS Plus can be used on Windows 7 64-bit only with the USB stick authentication. (*7) GCMS Plus can be used on Internet Explorer 9.0 only with the USB stick authentication. *2, *3 Checking of System Requirements IC Card Setting Checking its Reliability Login Login Password 3 QR_en_303.V0

6 Chapter Connection/Login IC Card Setting Checking of System Requirements IC Card Setting (3) Initial Settings before using IC Card IC cards are used in this Service for authentication. IC cards will be required for login and approval of payment or other instructions. Items required for logging in with IC Card IC Card (*Delivered in a yellow envelope) USB stick Initial IC Card PIN (Password) (*Delivered in a blue envelope) Checking its Reliability Download Driver Software from the pre-login screen of the Service. -- P.2/ Login Login Password 2 Install IC Card Software to use the IC Card. -- P.5/ 3 Initial IC Card PIN (Password). -- P.0/ 4 QR_en_303.V0

7 Quick Reference Chapter Connection/Login <IC Card Setting> Download Driver Software Pre-Login Screen Enter the URL for the Service (Japanese) (English) Click Driver Download Attention If you are using a PC with an English OS, click "English" at the Login screen before downloading the software. (Japanese software is not available for English OS) If you are using a PC with a Japanese OS, you can download both Japanese and English softwares. Click Download Attention Select the authentication device (USB stick or IC Card reader). Checking of System Requirements IC Card Setting Checking its Reliability Login Download Screen Click Save Login Password Continue to the next page 5 QR_en_203.V0

8 Quick Reference Chapter Connection/Login <IC Card Setting> Checking of System Requirements Select Location Screen Select a location to save the downloaded file, and click Save IC Card Setting Desktop Screen Double-click the icon Checking its Reliability Login Login Password Memo Memo The name of the downloaded software is different according to the language, authentication device, and OS combination. Authentication Device Japanese English USB stick IC Card reader ebusiness_installer_x32_ja.exe ebusiness_installer_x64_ja.exe ebusiness_installer_ja.exe ebusiness_installer_x32_en.exe ebusiness_installer_x64_en.exe ebusiness_installer_en.exe If the following screen is displayed, click Yes 6 QR_en_203.V0

9 Quick Reference Chapter Connection/Login <IC Card Setting> Install Module Screen Click Yes Install Module Screen Click OK Checking of System Requirements IC Card Setting Install Module Screen Enter CD+SW+DL Checking its Reliability Login Click OK Integrated Installer Initial Screen Integrated Installer Initial Screen is displayed. Login Password 7 QR_en_203.V0