Remote Deposit Capture Installation Guide

Transcription

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

2 Table of Contents Internet Explorer Trusted Sites 2 Verify ActiveX Controls for Microsoft.net 3 Verify Workstation Configuration Compliance 8 Minimum Client PC Requirements 11 Install CAS Security Policy 12 Install Scanner Driver - Panini Vision X 13 Install Scanner Driver Panini I-Deal 16 Install Scanner Driver Burroughs Elite 24 Verify Scanner is Installed 27 Remote Deposit Capture Installation Guide Page 1 of 27

3 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. Internet Explorer Trusted Sites 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. These steps are required for ALL customers, regardless of scanner type. 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 URLs a. b. c. i. 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 2 of 27

4 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 Remote Deposit Capture Installation Guide Page 3 of 27

5 i. Run components not signed with Authenticode ENABLE Remote Deposit Capture Installation Guide Page 4 of 27

6 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 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 Remote Deposit Capture Installation Guide Page 5 of 27

7 6. Click OK to close the Internet Options window. Remote Deposit Capture Installation Guide Page 6 of 27

8 7. Note if a customer is using Internet Explorer 11, the browser will have to be put into compatibility mode (Tools Compatibility Mode). Remote Deposit Capture Installation Guide Page 7 of 27

9 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 8 of 27

10 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 9 of 27

11 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 10 of 27

12 Minimum Client PC Requirements Operating System: Windows Vista (all 32 bit versions), or Windows 7 Ultimate and Basic (32 bit and 64 bit versions), or Windows 8 and 8.1Pack 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 8.x or higher o Remote Deposit Capture will not function properly in any browser other than IE. NET Framework: Microsoft.NET Framework 2.0 or higher Adobe (Acrobat Reader) Adobe Reader 9.5 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 11 of 27

13 Install CAS Security Policy 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. These steps is required for ALL customers, regardless of scanner type. 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 by clicking Next. 6. The process should only take a few minutes. Remote Deposit Capture Installation Guide Page 12 of 27

14 Install Scanner Driver 1. Once CAS Security Policy is installed, begin to install the scanner. 2. Select the relevant scanner from the dropdown list. Scanner Type Feed Scanner Driver Selection Panini Vision X Multi Panini Vision X Panini I-Deal Single Panini I Deal Burroughs Elite Multi Smart Source Pro/Value/Adaptive 3. Once the correct scanner is selected, click the Install button. 4. Follow instructions below for your chosen scanner. Panini Vision X Installation Instructions 1. Select the Panini Vision X Scanner from the drop down menu. 2. Agree to the Terms and Conditions and Click Next. You may need to click Next through multiple screens. Remote Deposit Capture Installation Guide Page 13 of 27

15 2. Uncheck the bottom 3 options before clicking Next. Remote Deposit Capture Installation Guide Page 14 of 27

16 3. When the installation process is complete, click Finish to close the Installshield. 4. Close Internet Explorer to save your settings and continue with the process. 5. Reopen Internet Explorer and log in to the remote capture web client again. 6. Connect your scanner to the client PC via the USB Cord. 7. Scanner will power up when deposit is being processed 8. 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 15 of 27

17 Panini I-Deal Installation Instructions 1. Once CAS Security Policy is installed, install the scanner 2. Select the relevant scanner from the dropdown list. Panini I-Deal 3. Click the Install button. Remote Deposit Capture Installation Guide Page 16 of 27

18 4. Click Run. Remote Deposit Capture Installation Guide Page 17 of 27

19 5. Click Run again. 6. Click Next to progress through the Install Wizard. Remote Deposit Capture Installation Guide Page 18 of 27

20 Remote Deposit Capture Installation Guide Page 19 of 27

21 7. On this screen leave all boxes checked and click Next. Remote Deposit Capture Installation Guide Page 20 of 27

22 8. Click OK. 9. It will take several minutes to install the remaining components. 10. Red Panini install screens will then appear. First select Complete and then click Next. 11. Continue to click Next through the prompts. Remote Deposit Capture Installation Guide Page 21 of 27

23 12. When a screen appears with options to be checked, make sure all options are UNCHECKED before clicking Next. 13. Click Finish. Remote Deposit Capture Installation Guide Page 22 of 27

24 14. Connect your scanner to the client PC via USB Cord and Power Cord. 15. Scanner will power up when deposit is being processed. Remote Deposit Capture Installation Guide Page 23 of 27

25 NOTE The Panini I-Deal requires customers to hit the Keying Button when the check scanning process is complete. 16. 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. Burroughs Smart Source Elite Installation Instructions 1. Once CAS Security Policy is installed, install the scanner 2. Select the relevant scanner from the dropdown list. Smart Source Pro/Value/Adaptive 3. Click the Install button. Remote Deposit Capture Installation Guide Page 24 of 27

26 4. The scanner will take a few minutes to install. 5. When complete, click Finish. Remote Deposit Capture Installation Guide Page 25 of 27

27 6. Connect your scanner to the client PC via the USB Cord. 7. Scanner must be turned on to power up. 8. 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 26 of 27

28 Validate the Scanner is Properly Installed (not required) 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 27 of 27