atbusiness Deposit Installation Guide Table of Contents

Transcription

1 Installation Guide

2 atbusiness Deposit Installation Guide Table of Contents Merchant Installation Technical Requirements...3 Overview...4 Setup CAR...6 Download Device Driver...9 Merchant Capture Merchant User...13 Link Accounts...15 atbusiness Deposit Installation Guide Table of Contents

3 atbusiness Deposit Merchant Web Installation Overview Purpose atbusiness Deposit Merchant Web enables members to scan checks and create an electronic deposit slip which is then transmitted to Arizona State Credit Union via the Internet. This guide contains easy to follow steps to install appropriate software and hardware at the atbusiness Deposit site. Downloads Note: Business Member accounts must be approved and configured by AZSTCU prior to installation. Software and drivers necessary to create deposits are easily downloaded from the atbusiness Deposit website to the user s workstation. Equipment AZSTCU should be contacted for supported equipment. At this time, Arizona State Credit Union only supports the Canon CR25 Scanner. Technical Requirements Below are the minimum technical requirements for the merchant s workstation: System Component Operating System Browser CPU Memory Hard Disk Drive USB Ports Framework Minimum Requirement Windows XP Professional with Service Pack 2, or Windows 2000 with Service Pack 4 Internet Explorer 6.0 or higher Pentium 4 processor 1 GB RAM 20 GB 2 USB 2.0 ports Microsoft.NET Framework Version 2.0 Redistributable Package (x86) atbusiness Deposit Merchant Web Installation Overview

4 atbusiness Deposit Merchant Installation Navigation Overview To complete an atbusiness Deposit installation, all software can be downloaded from the atbusiness Deposit website. How to Log In To log into atbusiness Deposit, follow these steps: 1. Open Internet Explorer 2. Type the URL for the site: 3. Type in the User ID 4. Tab to Password field, type your password 5. Click Sign In 6. If this is the first time logging in, the password may need to be changed. A window will appear to update the password. Note: After the new password is saved, the program will return to the original sign in screen. 7. Once login is complete, the following pop-up will appear; click OK to go to initial screen. atbusiness Deposit Installation Navigation

5 How to Log Out To log out of atbusiness Deposit, follow these steps: 1. Click Sign out in the upper right corner of the screen 2. The screen will return to the Sign In screen Using the atbusiness Deposit Window Selected Functional Area Message atbusiness Deposit Resource Center Visit azstcu.org Top Navigation Left Navigation Message Area Selected Functional Area Indicates the module currently selected. Window Area Top Navigation Bar Provides access to module options which are available to the user. Only modules to which the user has rights will appear. The Logoff button appears at the far right in the top navigation bar. Left Navigation Bar Provides menu options based on the module selected. Options will vary based on security access of user and products supported. Selected option will be highlighted. Window Area Displays data and fields for the menu option selected in the left navigation bar. Message Area Includes links for reviewing messages. atbusiness Deposit Installation Navigation

6 Setup CAR Overview Download of software is available at the atbusiness Deposit Website. Roles and Responsibilities Personnel with Administrative rights to atbusiness Deposit Website. When to Perform When installing a merchant site. NET 2.0 Framework should be installed prior to CAR Setup. Steps Note: Scanner should not be connected to the PC until instructed to do so. To complete this task, follow these steps: 1. Disable Anti-Virus a. Press Ctrl + Alt + Delete b. Choose Task Manager c. Determine name of anti-virus program and locate it under the Processes tab d. Highlight your Anti-Virus Program and click End Process 2. Login to atbusiness Deposit Website 3. Click Administration from top Navigation Bar if not default for user login 4. Click Download from left Navigation Bar 5. Click Setup CAR from menu 6. Click Install button in the Window Area atbusiness Deposit Installation Setup CAR

7 6. Click Run on File download pop-up 7. Click Run on Internet Explorer pop-up to start file extraction for installation atbusiness Deposit Installation Setup CAR

8 8. Click Next on atbusiness Deposit CAR InstallShield Wizard 9. It will take a few minutes for the components to load. When the wizard is finished installing Setup, a complete popup will appear. Click Finish. atbusiness Deposit Installation Setup CAR

9 Download Device Driver Overview Download of software is available at the atbusiness Deposit Merchant Website. Roles and Responsibilities Personnel with Administrative rights to atbusiness Deposit Merchant Website. When to Perform When installing a merchant site or location, select the appropriate driver for the device being installed. Steps To complete this task, follow these steps: 1. Login to atbusiness Deposit Website 2. Click Administration from top Navigation Bar if not default for user login 3. Click Download from left Navigation Bar 4. Click the install CR25/55 (Example: Install CR55) from menu 5. Click Install button in the Window Area 6. Click Run on File download pop-up atbusiness Deposit Installation Download Device Driver

10 7. Click Run on Internet Explorer pop-up to start file extraction for installation 8. Click Next on Set up Wizard atbusiness Deposit Installation Download Device Driver 10

11 9. Click I Agree on the License Agreement popup 10. Click Install on Choose Install Location Popup. The default is C:// program files/ Note: Accept default installation location atbusiness Deposit Installation Download Device Driver 11

12 11. It will take a few minutes for the components to load. When the wizard is finished installing the Setup, a complete popup will appear. Click Finish. 12. Scanner should now be connected to PC via USB interface and turned on. 13. Connect power to scanner and place ink cartridge system inside. a. Open the side flap first with the EnergyStar logo next to it. Scanner should start blinking green b. Then flip up top lid c. Cartridge is inserted down and then back so that in the end the written information is not visible after it s snapped into place. d. Connect it to USB and then turn it on. You should get pop-up saying hardware added. e. Close both covers. If the scanner is still flashing green, something isn t right. Follow steps A-D again. 14. Driver Installation is successful if a pop-up appears indicating New Hardware Found and is ready for use. 15. Click on the Operations tab at the top of the window. 16. Click on Scan Checks in the left navigation. 17. Verify you can see your account(s) by selecting one from the account drop down menu. 18. Input PIN. Note: If unable to see account(s)or have any additional problems installing atbusiness Deposit, refer to the atbusiness Deposit Quick Reference Guide. 19. Re-enable anit-virus software. atbusiness Deposit Installation Download Device Driver 12

13 atbusiness Deposit Merchant Capture Merchant User Overview Task allows user to setup logins and privileges for the merchant. Each merchant account should have a Merchant Administrator. If more than 1 person at the merchant site will be submitting deposits, a Merchant User may also be created. Below is a list of standard privileges for each role. Role Merchant Admin Merchant User Privileges Download device drivers Create/Update users Change Personal Identification Number (PIN) for accounts Scan checks review and submit deposits Research Run reports Check messages Scan checks, review and submit deposits Check messages Note: Privileges are based on the Default Role assigned to the user. Roles and Responsibilities Personnel with Administrative rights to atbusiness Deposit When to Perform After Merchant Setup is complete or when a merchant wishes to create/add users to the account. Steps To complete this task, follow these steps: 1. From the top menu bar, click Administration, click Capture Checks from the left navigation, then click the Merchant Users link from Left Navigation 2. Ensure that the correct Institution and Merchant is displayed (To select, click the drop-down menus and click on appropriate selection) atbusiness Deposit Merchant Capture Merchant Users 13

14 4. Click Add at bottom of screen. 5. Click in the User ID field and type the User ID for the user. This will be the ID they use to log into the AZSTCU s atbusiness Deposit. The user ID must be at least 6 characters. 6. Tab/Click in the User Name field. Type the name of the individual who will be using the ID. 7. The default role selection should be either Merchant Admin or Merchant User depending on the privileges the user requires. 8. Tab/Click to Enter Password field. Type initial password for user. Password must be at least six (6) characters long, contain at least one number and in alphanumeric format. Note: This is the initial password. If the box next to Change password at next logon is checked the user will be prompted to change password the 1 st time they log into the system. 9. Tab/click to Re-enter Password field and type the same password in again. 10. Select from drop-down menu the Default Module for the user. This corresponds to the modules listed in the Top Navigation Bar. This determines what the user will initially access every time they log into the system. For merchant users, Operations should be selected. After a user logs into a system they can change modules simply by clicking on an alternative choice. 11. Select from drop-down menu the Default Page for the user. This determines the window that will open after the user logs into the system. The default page choices are based on previous selection in Default Module. The choices in the illustration would appear if the Default Module is Operations. Note: Scan Checks is the recommended default. 12. Tab/Click to field and enter the users address. Note: The deposit confirmation will be sent to listed for the user. To add more than 1 address, simply separate the addresses with a comma. 13. Click Save at the bottom of the Merchant User Setup Screen. Note: A message will appear at the top of the screen to show if any fields are incorrect or if the user has Successfully Saved the merchant user. 14. To add additional users, click Add and follow steps 4 thru 12. atbusiness Deposit Merchant Capture Merchant Users 14

15 Link Accounts Overview Task allows user to identify to which accounts users at a location can submit a deposit. Accounts are linked to a location and not a user. Note: Multiple accounts may be selected for a location. Roles and Responsibilities Personnel with Administrative rights to atbusiness Deposit. When to Perform Link Accounts may be part of account maintenance procedures to add access to an account for a particular location. Steps To complete this task, follow these steps: 1. From top navigation, click on Administration. Click on Capture Checks from Left Navigation. Click Link Accounts link. 2. Ensure that the correct Merchant, and Location are displayed (To select click the drop-down menus and click on appropriate selection). atbusiness Deposit Merchant Capture Link Accounts 15

16 3. The accounts which may be linked to the location will appear in Available Accounts field. 4. Select accounts by clicking on the item. To select more than 1 account hold CTRL key and click on the accounts for assignment. 5. Click the to move account(s) to Assigned Accounts field. See screen example below. Note: Account access can also be removed by clicking on an account number in assigned accounts field and clicking < to move the account to the available accounts field. atbusiness Deposit Merchant Capture Link Accounts 16