Image Deposit Direct Installation Guide Step-by-step instructions on how to install and use Image Deposit Direct (IDD)

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Image Deposit Direct Installation Guide

Installing Image Deposit Direct Before You Begin ............................................................................................. 3 Setting up Internet Explorer ........................................................................... 4 Security options ............................................................................................................. 4 Advanced options ........................................................................................................... 8 Pop-up Blocker – how to turn it off .................................................................................. 9

Installing image viewing software (AlternaTIFF) ........................................ 11 Setting up scanner and installing Altova ...................................................... 19 Scanner ........................................................................................................................19 Scanner control software installation (Altova) ..................................................................23

Technical Support.......................................................................................... 27

Disclaimer This document contains information that is confidential and is the property of JPMorgan Chase & Co. It may not be copied, published or used, in whole or in part, for any purpose other than as expressly authorized by JPMorgan Chase & Co. JPMorgan Chase is licensed under Patent Numbers 5,910,988 and 6,032,137

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Image Deposit Direct Installation Guide

Before You Begin

Confirm the following before beginning the set up of Image Deposit Direct (IDD):


PC should use a high speed Internet connection.




This installation will be taking place on the PC that will be used in production.




Scanner has been unpacked and assembled.




Scanner is connected to the PC (USB cord).




Scanner is NOT plugged in to power source.




Scanner is at least 18 inches from any device that creates an electromagnetic field (fans, heaters, CRTs, CPUs, etc.).




If you are running other check scanner software on your computer, it is highly likely that the J.P. Morgan scanner may not operate correctly.




If you have a technology department, check with a representative to ensure you have administrative rights to install software on your computer.




The Image Search capability will require Adobe® Flash® Player version 8 or higher.


For assistance with initial set up, please call 866-463-1470.

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Image Deposit Direct Installation Guide

Setting up Internet Explorer 1. Open a new Internet Explorer window. 2. Click Tools and choose Internet Options.

RESULT: The Internet Options dialog box displays.

Security options 1. Click the Security Tab. 2. Click Trusted sites and then click Sites.

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Image Deposit Direct Installation Guide RESULT: The Trusted sites dialog box displays.

4. Type the following URL address in the Add the Web site to the zone: field, then click Add. https://www.itms-online.com 5. Click OK to add the sites to the trusted sites list. RESULT: The Internet Options dialog box displays.

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Image Deposit Direct Installation Guide 6. Click Custom Level.

RESULT: The list of Security Settings displays.

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Image Deposit Direct Installation Guide 7. Scroll through the list and check Enable for each of the following options:

ActiveX controls and plug-ins Download Signed Active X controls Disable Enable Prompt Download Unsigned Active X controls Disable Enable Prompt Downloads File Download Disable Enable Prompt Miscellaneous Display Mixed Content Disable Enable Prompt

Please note: Your organization’s IT support may require these options be set to “Prompt”. Please note that the installation process will run more smoothly if all the above options are set to “Enable.”

8. Click OK to return to the Internet Options dialog box. (You may receive a pop up box that states “Are you sure you want to change the security settings for this zone?” If you do, just click “yes”)

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Image Deposit Direct Installation Guide

Advanced options 1. Click the Advanced tab to display a list of advanced settings and scroll down to the Security settings and find Use TLS 1.0.

 Use TLS 1.0 will be almost at the bottom of the list.

2. Verify that Use TLS 1.o is checked. IMPORTANT: This security setting MUST be checked.

3. Click OK. RESULT: Internet Options dialog box closes.

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Image Deposit Direct Installation Guide

Pop-up Blocker – how to turn it off 1. Click Tools and point to Pop-up Blocker.

If…

Then…

If Turn Off Pop-up Blocker displays (as shown above),

Go to the next step (on the next page)

If Turn On Pop-up Blocker displays,

Go to How to Install Image Viewing

Software (AlternaTIFF)

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Image Deposit Direct Installation Guide 2. Click Pop-up Blocker Settings. RESULT: The Pop-up Blocker Settings window displays.

3. Type the following URL address in the Add the Web site to the zone: field, then click Add. https://www.itms-online.com Please note: Due to the wide variety of pop-up blockers available, it is not possible to list them all. Please change the settings on your specific pop-up blockers to allow access to the URL addresses listed above.

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Image Deposit Direct Installation Guide

Installing image viewing software (AlternaTIFF) 1. Navigate to the Web address: https://www.itms-online.com

2. Click the AlternaTIFF link in the phrase “recommends using AlternaTIFF as your TIFF viewer”

RESULT: The AlternaTIFF home page displays.

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Image Deposit Direct Installation Guide

3. Click the link.

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Image Deposit Direct Installation Guide RESULT: The AlternaTIFF ActiveX auto-installation for Internet Explorer page displays.

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Image Deposit Direct Installation Guide

If… AlternaTIFF is already installed,

Then… You will be able to see the message at the bottom of the screen, as shown below. Go to Scanner Setup

AlternaTIFF is not installed,

The message at the bottom of the screen will not display. Go to the next step to install the viewer. It is possible that you may be able to see an image on the screen, but AlternaTiff is not installed. You will only know this when you want to see a check image that has been scanned and the check will not display. At that point, you will have to install AlternaTiff software.

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Image Deposit Direct Installation Guide

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Image Deposit Direct Installation Guide

4. Click the Auto-install AlternaTIFF Active X Control link in the top part of the screen.

RESULT: The viewer is installed and the bottom portion of the screen turns black and you are prompted to register the viewer.

TIFF Viewer not registered. Click here to register.

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Image Deposit Direct Installation Guide 5. Click the black area at the bottom of the screen.

RESULT: The AlternaTIFF plug-in registration window displays.

6. Select the Automatic Registration radio button, then click Next.

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Image Deposit Direct Installation Guide RESULT: The AlternaTIFF plug-in automatic registration window displays.

7. Complete the following required fields:


Name




Company




E-mail address



The remaining fields are optional; there is no need to complete them.

8. Click Next. RESULT:

9. Click Send Registration. 10. Click OK when prompted. RESULT: Upon successful registration, you will be able to read the message in the box:

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Image Deposit Direct Installation Guide

Setting up scanner and installing Altova

Scanner 1. Return to the ITMS Web site https://www.itms-online.com .

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Image Deposit Direct Installation Guide 2. Log in using the information provided. Notes:


You should have been provided with a user id and password. If not, please call 866-463-1470.




You will receive a prompt to “Change Your Password”.




Passwords must be at least eight characters and include at least one number and one letter.

EXAMPLES: A1234567 or 1ABCDEFG

3. Change the password from the current password that was provided to a new one.

RESULT: The Start screen displays.

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Image Deposit Direct Installation Guide 4. Click the Create Deposit tab.

5. Click the Create Deposit tab. ClientThe NameCreate Deposit window displays. RESULT:

6. Click Setup in the lower left of the screen.

Please note: A pop-up box may prompt you to restart your computer. If you choose to restart at this time, you will need to log back in to the Web site ( https://www.itms-online.com ) using your new password, click the Create Deposit tab and click Setup. Other pop-ups may display in the lower right portion of the screen; these can be ignored.

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Image Deposit Direct Installation Guide RESULT: The RDM Scanner Control Manager Installation options dialog box displays. Please note: Depending on network traffic and your connection speed, this part of the installation may take up to 10 minutes.

7. Click Yes to install the scanner control and drivers. RESULT: The installation status bar displays.

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Image Deposit Direct Installation Guide

Scanner control software installation (Altova) After the scanner control manager and drivers have downloaded, a pop-up box prompting you to plug in the power cord displays. Click OK to install the drivers and Altova software.

1. Plug the scanner power cord into a power source when prompted to do so. RESULT: This screen displays as the installation is taking place.

Altova will automatically install when the scanner is plugged in. When the installation is complete, the License Agreement displays.

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Image Deposit Direct Installation Guide

2. Click I accept the terms in the license agreement. 3. Click Next to continue.

RESULT: The Setup - Web Page Dialog window displays.

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Image Deposit Direct Installation Guide 4. Load one check into the scanner hopper.

Please note:


It is normal to hear sounds from the scanner as it runs diagnostics.




Tap the checks on a flat surface to ensure the bottoms and leading edges of the checks are even.




Load the checks into the scanner hopper with the writing on the front of the check facing the outside of the scanner toward the logo.




Review your scanner user manual for details regarding your scanner. If you did not receive your user’s manual, please contact us at 866-463-1470.

5. Click Scan.

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Image Deposit Direct Installation Guide

When a check is scanned, an image of the check displays on the computer screen as shown below.

6. Choose the appropriate scanner from the drop-down list.

7. Click Save, and then click Cancel to complete the scan.

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Image Deposit Direct Installation Guide

Technical Support •

For assistance with the initial installation of the product, please call:
IDD Implementations: (866) 463-1470

•

After you have made your first deposit and are experiencing technical/functionality issues, please call:
Technical Solutions Group: (866) 619-3060

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