Enterprise Payment Solutions Scanner Installation
Scanner Installation (New User Interface): Quick Start for Remote Deposit Complete
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Contents Introduction ................................................................................................................................ 1 System Requirements .................................................................................................... 1 Turning on Compatibility View ............................................................................. 2 Configuring Temporary Internet Files and History Settings ................................. 4 Adding to the Trusted Sites ................................................................................. 6 Installing Device Control ............................................................................................................ 8 Installing Your Scanner .............................................................................................................12
Scanner Installation (New User Interface): Quick Start for Remote Deposit Complete
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
Introduction The Scanner Installation (New UI) Quick Start: Remote Deposit Complete is meant to assist users through the installation of EPS Device Control and any scanner(s) necessary. Prior to beginning your scanner installation, you will need the following information from your financial institution. •
The Merchant Portal URL where you will use the provided Administrator login credentials: https://ssl.selectpayment.com/mp/’bankname’/login/page.aspx
FIGURE 1 - SAMPLE INFORMATION
•
Your Merchant ID and scanner model/scanner number.
•
Instructions for any EPS Education training you wish to schedule.
NOTE: Upon logging in to the Merchant Portal, you will be prompted to change your temporary password. A password must be between 8-15 characters and contain at least one uppercase letter, one lowercase letter, and one number. EPS Support is not available for training in the use of the application. In addition to the login letter, your financial institution can provide you with the Remote Deposit Complete (New UI) Handbook, a guide that assists you with the use of the application once it has been installed.
System Requirements Use the following requirements for the successful installation of a scanner with the new user interface. In addition to a high-speed Internet connection, the following components are required for working with the application(s). For the PC: •
Local Administrative rights.
•
USB port 2.0 or higher.
For Microsoft® Windows®:
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Windows Vista® (except Starter or Home Basic): Microsoft Internet Explorer® 8 and 9 or Google® Chrome® 40.
•
Windows 7: Microsoft Internet Explorer 8, 9, 10, and 11 or Google Chrome 40.
•
Windows 8: Microsoft Internet Explorer 10 or Google Chrome 40.
•
Windows 8.1, update 1: Microsoft Internet Explorer 11 or Google Chrome 40.
•
.NET Framework 4.0 or higher.
The following scanners support this application’s features. Scanner
Model Supported
®
®
Panini
I:Deal
WI: Deal My Vision X Vision X Digital Check
®
CX30 TS230 TS240
®
RDM
EC7000i EC7500i ®
Epson
Unisys Burroughs
Capture One TMS 1000 ®
Micro EX Micro Elite Pro ®
SmartSource Professional Elite SmartSource Merchant Elite Value
Turning on Compatibility View Adding the EPS URL to the Compatibility View Settings feature of Internet Explorer may help with viewing certain features in the application. 1. Open Internet Explorer. You will need to display your navigational menu bar. To do this, press the Alt key on your keyboard once. 2. A temporary menu bar appears. From the top navigational menu, select View | Toolbars | Menu bar.
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
FIGURE 2 - MENU BAR SELECTED
3. The menu bar will display at the top of the page. From the navigational menu bar, select Tools | Compatibility View Settings.
FIGURE 3 - COMPATIBILITY VIEW SETTINGS
4. The Compatibility View Settings window appears. Within the Add this website field provided, enter selectpayment.com and select Add.
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
FIGURE 4 - ADD OPTION UNDER COMPATIBILITY VIEW SETTINGS
5. Select Close at the bottom of the Compatibility View Settings window. 6. Select OK from the bottom of the Internet Options window.
Configuring Temporary Internet Files and History Settings Configuring these settings can keep the pages in the system consistently refreshed with information. 1. Open Internet Explorer. From the top navigational menu, select Tools | Internet Options. 2. From the tabs at the top of the Internet Options window, select General.
FIGURE 5 - GENERAL TAB FOR INTERNET OPTIONS
3. Under the Browsing history section, select the Settings option.
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
FIGURE 6 - SETTINGS OPTION UNDER BROWSING HISTORY
4. The Temporary Internet Files and History Settings window appears. Under Check for newer versions of stored pages, select the Every time I visit the webpage option.
FIGURE 7 - TEMPORARY INTERNET FILES AND HISTORY SETTINGS Scanner Installation (New User Interface): Quick Start for Remote Deposit Complete
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
5. Select OK at the bottom of the Temporary Internet Files and History Settings window. 6. Select OK from the bottom of the Internet Options window.
Adding to the Trusted Sites A user will need to ensure that the Merchant Portal URL is added to the Trusted Sites option in Internet Settings. Use the following steps to add the website to your Trusted Sites. 1. Open Internet Explorer. From the top navigational menu, select Tools | Internet Options.
FIGURE 8 - INTERNET OPTIONS
2. From the tabs at the top of the Internet Options window, select Security.
FIGURE 9 - SECURITY TAB UNDER INTERNET OPTIONS
3. Select the Trusted Sites icon to activate the Sites option. Select Sites.
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
FIGURE 10 - SITES OPTION UNDER TRUSTED SITES CATEGORY
4. The Trusted Sites window appears. In the Add this website to the zone field, enter the URL: https://ssl.selectpayment.com and select Add.
FIGURE 11 - ADDING A TRUSTED SITE
5. Select Close at the bottom of the Trusted sites window. 6. From the bottom of the Internet Options window, select OK.
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
Installing Device Control If you are accessing the Remote Deposit application for the first time, you will need to install Device Control, a feature used to manage your scanner(s). Device Control will need to be installed before you can begin making deposits. NOTE: If you are having issues installing Device Control or your scanner, please contact
[email protected] or 877-542-2244. 1. Navigate to your financial institution’s Merchant Portal, and complete the User Name, Password, and Company fields. Select Login.
FIGURE 12 - MERCHANT PORTAL LOGIN
2. From the top of the page, select Transactions.
FIGURE 13 - TRANSACTIONS OPTION
3. From the left navigational bar, select your Remote Deposit application. If you are using Remote Deposit Complete, select the Remote Deposit Complete option.
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
FIGURE 14 - REMOTE DEPOSIT COMPLETE OPTION
4. The Welcome page for the new Remote Deposit user interface appears. Select the Launch Device Control option to get started.
FIGURE 15 - LAUNCH DEVICE CONTROL
NOTE: If after installing Device Control you arrive at this page again, selecting the Launch Device Control option will simply launch the application for you. 5. The Scanner Interface prompt appears, informing you that Device Control is attempting to launch. Select OK to continue.
FIGURE 16 - LAUNCH DEVICE CONTROL
6. The system will prompt you to begin installing Device Control. Select Install to continue. This may take several minutes.
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
FIGURE 17 - PROMPT TO INSTALL DEVICE CONTROL
7. The Internet Browser Settings Update window appears. Read the agreement, and select Accept to acknowledge and agree to the terms described.
FIGURE 18 - INTERNET BROWSER SETTINGS UPDATE W INDOW
8. The system will ask you to log out of the Merchant Portal. After logging out of the portal, close all Internet Explorer or Google Chrome windows. Select OK to continue, and restart your computer.
FIGURE 19 - PROMPT TO LOG OUT OF THE MERCHANT PORTAL AND CLOSE EXPLORER W INDOWS Scanner Installation (New User Interface): Quick Start for Remote Deposit Complete
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
FIGURE 20 - PROMPT TO LOG OUT OF THE MERCHANT PORTAL AND CLOSE CHROME INSTANCES
9. A prompt appears to ensure that a user with Administrator rights to the computer will proceed with the installation. Select OK to continue.
FIGURE 21 - PROMPT FOR USER WITH ADMINISTATOR RIGHTS TO COMPUTER
10. A prompt may appear for the application to make additional changes. Select Yes to continue.
FIGURE 22 - USER ACCOUNT CONTROL PROMPT
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
Installing Your Scanner 1. After you have installed Device Control and restarted your computer, you may log in to the Merchant Portal, and select Transactions from the top of the page.
FIGURE 23 - TRANSACTIONS TAB
2. From the left navigational bar, select Remote Deposit Complete.
FIGURE 24 - REMOTE DEPOSIT COMPLETE
3. The Welcome page for the new Remote Deposit user interface appears. Select Launch Device Control to initialize the application.
FIGURE 25 - LAUNCH DEVICE CONTROL
4. The Open Deposits page appears. Select Create New Deposit.
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
FIGURE 26 - OPEN DEPOSITS PAGE, CREATE NEW DEPOSIT
5. The Scanner Interface prompt appears, informing you that Device Control is attempting to launch. Select OK to continue.
FIGURE 27 - LAUNCH DEVICE CONTROL
6. Once Device Control has launched, select which scanner and model you wish to install, and select Install.
FIGURE 28 - SELECTING A DEVICE AND MODEL
7. The Add/Remove Devices window appears. Select the scanner you wish to add, and click Install.
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
FIGURE 29 - ADD/REMOVE DEVICES
8. The Install Wizard appears. Disconnect the scanner’s USB or power cable from your computer, and exit all other applications. Select Next in the Install Wizard to continue.
FIGURE 30 - INSTALL W IZARD
9. The Install Wizard displays the Installer Information prompt. Select Next to continue.
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
FIGURE 31 - INSTALLER INFORMATION
10. The Install Wizard displays the Install Ready prompt. Select Next to continue.
FIGURE 32 - INSTALL READY PROMPT
11. The Install Wizard displays the Install Done prompt. Select Next to continue.
FIGURE 33 - INSTALL DONE
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© 1999-2015 Jack Henry & Associates, Inc.® Scanner Installation April 2015
12. After the Install Wizard has completed, connect the scanner to your computer, and select Finish. The scanner is now installed.
FIGURE 34 - INSTALLATION COMPLETE
NOTE: When you begin making deposits, ensure the Scanner Terminal # field is populated on the Create New Deposit page. When this field is populated, you are ready to begin scanning checks.
FIGURE 35 - SCANNER TERMINAL NUMBER FIELD
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