Remote Deposit Capture Installation Guide

Transcription

1 Remote Deposit Capture Installation Guide Please contact or call with any questions.

2 Remote Deposit Capture Installation Instructions It is necessary to install a scanner driver and change settings on the designated PC to enable the remote deposit system to run successfully. This guide will outline the steps necessary to take in order to enable the service. Establish a Trust to the Web Server The web remote capture client is designed to be run as a trusted site. The financial institution s website must be part of a Trusted Sites zone in Internet Explorer on the client machine. Establish a trust to the web server so that Internet Explorer can verify the identity of the remote capture application and know that the program comes from a known, reliable source. 1. Open Internet Explorer 2. Go to Tools > Internet Options 3. In the Internet Options window, select the Security tab 4. Highlight Trusted Sites from the web content zones at the top 5. Click the Sites button 6. Enter the URL a. Remote Capture uses HTTPS (server verification). If the box to ensure the checkbox to require server verification is checked, it may remain checked. If it is unchecked, this will not reduce the security of the remote capture application. 7. Click the Add button. The URL will list at the bottom of the screen as a trusted site. 8. Click OK to save the trusted site and close the window. Remote Deposit Capture Installation Guide Page 1 of 11

3 Verify ActiveX Controls for Microsoft.net 1. While still in the Internet Options screen, click Custom Level for the Security Level at the bottom of the screen. 2. For the following.net Framework Reliant Components and ActiveX Controls, ensure the Security Settings are set to Enable: a. NET Framework reliant Components i. Run components not signed with Authenticode ENABLE b. ActiveX Controls and Plug ins: i. Run ActiveX controls and plug ins ENABLE ii. Script ActiveX controls marked safe for scripting ENABLE 3. Click OK to save your changes and close the window Remote Deposit Capture Installation Guide Page 2 of 11

4 4. Click on the Advanced tab 5. Verify that Do Not Save Encrypted Pages to Disk is unchecked. If it is checked it can cause several problems on the system: a..net controls will not run b. Viewing PDFs could be affected 6. Click OK to close the Internet Options window. Remote Deposit Capture Installation Guide Page 3 of 11

5 Verify Workstation Configuration Compliance Perform a pre assessment inventory of the Client Workstation PC to ensure it has enough hard drive space and memory available, the proper third party applications and patches are installed, and all other necessary components are verified before beginning installation. A System Requirements Test utility automatically verifies the workstation configuration complies with minimum system requirements. 1. Log in to Farmington Bank online banking and launch the Remote Deposit Capture link from the Commercial online banking platform. 2. Choose the Installation Tab from the left navigation menu. 3. Then click the Systems Requirements Test hyperlink under the Prerequisites menu. a. A new box will display (see next page) Remote Deposit Capture Installation Guide Page 4 of 11

6 4. Click Run - a series of tests is run on the workstation and a detailed list of results is displayed. The utility provides warn, pass, or fail messages to the operator. Note: In addition, a log file is created that can be viewed by the central site to ensure the PC meets necessary requirement. The results display the following information: Test Name Identifies the configuration test performed Result Displays status of the completed test: Pass configuration meets minimum standards Warn configuration is below minimum standards and Remote Deposit Capture may not perform optimally Fail configuration will not support Remote Deposit Capture should be upgraded before continuing with installation Detected Hardware or software configuration detected by the test Test Results Displays detailed test results Remote Deposit Capture Installation Guide Page 5 of 11

7 To test a non standard network configuration, click the Advanced Network Configuration button. 1. Configure the proxy settings according to your site s network policy. Note: Auto-detect uses the same proxy settings from Internet Explorer and manual can be set up to use a specific proxy URL and user credentials. 2. Select OK to accept the proxy setting. 3. To rerun the system validation utility select Repeat Test 4. When complete, click Close. Remote Deposit Capture Installation Guide Page 6 of 11

8 Minimum Client PC Requirements Operating System: Windows XP Professional with Service Pack 2, Windows 2000 Professional with Service Pack 4, Windows Vista (all 32 bit versions), or Windows 7 Ultimate and Basic (32 bit and 64 bit versions). RAM (Memory): Minimum Requirement: 1G RAM Processor: Intel Pentium 3 or compatible 2.4 GHz or higher processor Primary Hard Drive: 200MB available hard drive space Scanner Connections/Ports: One available USB 2.0 port Screen Resolution: Screen Resolution of 1024 x 768 or higher Software Dependencies: The following software components are necessary for application to operate correctly and should be loaded or installed prior to the remote capture installation process. Internet Explorer: Internet Explorer 6.x or higher o Remote Deposit Capture will not function properly in any browser other than IE. NET Framework: Microsoft.NET Framework 1.1 with service Pack 1 o Note:.NET 2.0 and 3. Are supported but require.net 1.1 SP1 also resident on PC Adobe (Acrobat Reader) Adobe Reader 5.0 or higher o Note: Reports are delivered as.html and Adobe. Some are provided in Adobe only (Quickbooks Reports, Research Reports and Training documents). Windows Login Rights: The following Windows rights are required to access the relevant functions for remote capture. o Administrator Rights: Users will require local administrator access to the workstation to install the security policy and perform first time capture. o Power User Rights: Users will require power user rights to operate the client application and allow the system to cache information during capture. o Note This test bypassed if Windows Vista is detected. WinZip Utility: WinZip 8.0 or higher installed Proxy Settings: Secure connectivity to the FI s WebDDL server Remote Deposit Capture Installation Guide Page 7 of 11

9 Install Scanner Driver Once you have conducted your pre installation preparation, you are ready to connect to the Remote Capture web server and install the scanner drivers and security policies. The Installshield intelligently progresses through much of the installation without the need for user interaction. 1. Ensure your scanner is NOT connected to the PC. 2. At the main Remote Capture screen, click the Installation button from the main menu. 3. Install CAS Security Policy 4. Click the Install button 5. Follow prompts for installation 6. Once CAS Security Policy is installed, install the scanner 3. Select the relevant scanner from the dropdown list. 4. Click the Install button. 5. Follow instructions in the wizard for your chosen scanner. Remote Deposit Capture Installation Guide Page 8 of 11

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11 6. When the installation process is complete, click Finish to close the Installshield. 7. Close Internet Explorer to save your settings and continue with the process. 8. Reopen Internet Explorer and log in to the remote capture web client again. 9. Connect your scanner to the client PC. 10. Scanner will power up when deposit is being processed 11. To verify the scanner driver is installed: a. Right click My Computer and select Manage. b. Highlight Device Manager at the left. c. Expand Universal Serial Bus Controllers. The scanner should list as one of the USB devices (e.g.tellerscan = DigitalCheck scanner). Remote Deposit Capture Installation Guide Page 10 of 11

12 Once the installation procedures have been completed, you are now ready to begin processing with the remote capture web client application. Follow the instructions in the Remote Deposit Scanning Guide to continue how to make a deposit. Remote Deposit Capture Installation Guide Page 11 of 11