QwickCards.com. Instant Issuance Card Personalization System Installation and Operation Manual. August Document Part Number: D

Transcription

1 QwickCards.com Instant Issuance Card Personalization System Installation and Operation Manual August 2017 Document Part Number: D REGISTERED TO ISO 9001:2008 MagTek I 1710 Apollo Court I Seal Beach, CA I Phone: (562) I Technical Support: (888)

2 Copyright MagTek, Inc. Printed in the United States of America Information in this publication is subject to change without notice and may contain technical inaccuracies or graphical discrepancies. Changes or improvements made to this product will be updated in the next publication release. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of MagTek, Inc. MagTek is a registered trademark of MagTek, Inc. ExpressCard 1000 and ExpressCard 2000 are trademarks of MagTek, Inc. MagnePrint is a registered trademark of MagTek, Inc. MagneSafe is a trademark of MagTek, Inc. DynaPro and DynaPro Mini are trademarks of MagTek, Inc. IPAD is a registered trademark of MagTek, Inc. Microsoft and Windows are registered trademarks of Microsoft Corporation. All other system names and product names are the property of their respective owners. Table Revisions Rev Number Date Notes Initial Release Changes to reflect the August 2011 release Changes to reflect new sections. Created Batching section and updated process batch content with sample data elements. Added customer reports section. Removed PIN Select section. Added Appendix. Updated devices by including DynaPro, ExpressCard 500 and ExpressCard Updated screenshots. Added Role Base Permission feature on Administrative- >Roles/Users->Maintain Roles. Please see detail on 5.4 Reformat with latest template and styles; re-structure; general cleanup, clarification, and additional detail. Added support for Java Applet for USB SCRA and USB/Ethernet MagTek PED Devices. Added Custom Reports descriptive section. Added Appendix C for Java applet support. Added Queueing cards and instructions Updated section 3.2, updated section Minor formatting corrections and fixes Cosmetic changes, transaction que updates, edit tab remove from host based templates Page 2 of 124 (D )

3 0 - Table of Contents Table of Contents Table of Contents Introduction About QwickCards.com Definitions Initialization How to Access the System How to Log In ActiveX Welcome Login Page The first time you login to QwickCards for OCX Java Welcome Login Page (Required when using DynaPro Ethernet) Keyboard Emulation Login How to Change Password About the Menus About Rights Management About Two-Party Authorization About Auto Logout About User Passwords About Password Policy About Importing Users Transaction Functions Issue Card Select Template Host Lookup Data Entry Select Card Image Review Card Image PIN Entry Select CPD Queuing Cards Queuing Cards Role Information Queue Status Select If a User has rights to only one CPD Selecting cards Process Batch Import Batch Page 3 of 124 (D )

4 0 - Table of Contents Process Batch Select Batch Select Plastic Select Template Select CPD Initiate Processing Processing Processing Finished Re-PIN Card Swipe Card Review Data Confirm Current PIN optional, if not in use, skip to step Enter New PIN New PIN Confirmation Select CPD Job Submitted Transaction Viewer Pending Transactions Queue Exception Transactions Queue Inventory Functions Add Product Check In Product Check Out Product Destroy Product Order Product Receive Product Remove Product Ship Product Administrative Functions Administrative Groups Menu Items CPD Groups Permission Groups Administrative Roles/Users Menu Items Maintain Roles Maintain Users Adding Users Modifying Users Page 4 of 124 (D )

5 0 - Table of Contents Viewing User Information Imported Users Administrative Devices Menu Items Maintain CPDs Adding CPDs Modifying CPDs Viewing CPD Information Maintain MSRs Adding MSRs Modifying MSRs Viewing MSR Information Open Access Doors Administrative System Menu Items Locations Adding Locations Modifying Locations Classes Adding Classes Modifying Classes Templates Reports Customize Reports Adding Custom Reports Modifying Custom Reports Reorder Levels Adding Reorder Levels Modifying Reorder Levels Time Windows Adding Time Windows Modifying Time Windows Reporting Functions Cards Produced Report Destroy Product Report Inventory Report Order Status Report Processed Cards Report Reconcile Cards Report Page 5 of 124 (D )

6 1 - Table of Contents 6.7 User Activity Report Card Data Report Custom Reports Customize Reports Administrator Page Create Report Custom Reports Run Custom Report Appendix A ExpressCard 1000 / 2000 Image Printer Fonts A.1 Custom Fonts A.2 Standard Windows Fonts Appendix B How to Update ExpressCard Software B.1 ExpressCard B.2 ExpressCard Appendix C Appendix C - How to Set Up a Java Applet C.1 How to Set Up the Java Library With the 32-bit JRE/JVM Page 6 of 124 (D )

7 1 - Introduction 1 Introduction 1.1 About QwickCards.com QwickCards.com is an Instant Card Issuance and PIN Selection System used to securely issue ATM, Debit, Credit, and Gift Cards. The system also provides inventory functionality for maintaining card stock and ribbon products used by the connected Card Personalization Devices (CPDs). QwickCards.com is accessed from any PC with an Internet Explorer browser and attached DynaPro or IPAD device ( PIN Device ). A PIN Device is a PIN entry device with a 3-track secure card reader authenticator (SCRA). The PIN Device immediately encrypts data at the point of swipe so personal information is never in the clear. Each user is provided a QwickCards.com Customer Service Access Card ( Access Card ) and a starter password when a SuperUser adds them to the system. To log in, a user swipes their Access Card in the PIN Device and enters a password. Figure Customer Service Access Card ( Access Card ) Once successfully logged in, the user is presented with the main menu and has access to all of the functions a SuperUser gave them rights to use. Page 7 of 124 (D )

8 1 - Introduction 1.2 Definitions Term BIN Bank Identification Number Definition CPD Card Personalization Device. For example, ExpressCard 1000, ExpressCard 2000, or IntelliStripe 380 devices CSN CSR CVV Access Card DC DSN FC FCN FI MSR PAN PIN PIN Device SCRA QC Card Serial Number. A unique 16 digit number encoded on Access Cards Customer Service Representative. User who logs in to perform QwickCards.com functions Card Verification Value Customer Service Access Card used to log in to QwickCards.com Distribution Center Device Serial Number. Unique serial number of an MSR or CPD Financial Center Financial Center Number Financial Institution Magnetic Stripe Reader Primary Account Number Personal Identification Number A Secure Card Reader Authenticator / PIN entry device. For example, DynaPro PCI PTS 3.x, SRED; IPAD PCI PTS 2.x compliant Secure Card Reader Authenticator QwickCards Instant Issuance System (QwickCards.com) Page 8 of 124 (D )

9 2 - Initialization 2 Initialization During the QwickCards.com implementation phase, your institution will be provided a PIN Device and a Customer Service Access Card ( Access Card ) with pre-defined login credentials. Before users log in to the system and begin processing transactions, your institution s primary QwickCards.com administrator, referred to as the First User, should use the Access Card and credentials to log in to the system (see section 2.1 How to Access the System and section 2.2 How to Log In) and initialize the system s database tables in this specific order: 1) Locations 2) Time Windows 3) Reorder Levels 4) Classes (Templates and Reports) 5) Groups (CPD Groups and Permission Groups) 6) Adding CPDs 7) Adding MSRs 8) Adding Users 9) Add Product to Inventory It is important for the First User to follow the order of the initialization steps above, because some system tables require other tables to be initialized first. For example, Time Windows must be defined before Users, because each user record contains a setting that defines the time window(s) when the user can log in. To learn more about the steps listed above, follow the hyperlinks embedded in the list above to open the corresponding sections of this manual. Some of the system s tables may be pre-populated by MagTek based on information your Financial Institution provided in the Pre-Installation Worksheets. For example, all of the individual card products and card templates should already be loaded. 2.1 How to Access the System QwickCards.com does not require installation because it is a web based application accessed from Internet Explorer on an internet-connected PC workstation. To access QwickCards.com, you must have the following: Secure Card Reader Authenticator / PIN entry device QwickCards.com Customer Service Access Card ( Access Card ) User Password To log in to QwickCards.com, follow these steps: 1) Connect the PIN Device to the workstation (see the Quick Installation Guide included with each PIN Device) and wait for the operating system to recognize it. 2) Navigate to from Internet Explorer. Be sure to enter the portion of the URL, because QwickCards.com requires the communication channel with the browser to be secure. If you cannot access QwickCards.com, contact your institution s network support group for assistance. 3) Download ActiveX controls. The first time you open QwickCards.com, Internet Explorer will download a number of ActiveX controls required to communicate with the PIN Device. You must have appropriate rights on the workstation to install the ActiveX controls. Page 9 of 124 (D )

10 2 - Initialization 2.2 How to Log In A user can log in to QwickCards.com from any Financial Center (FC) within the Financial Institution (FI) where and when they are authorized to log in, and can use any feature a SuperUser has given them rights to use. When a user logs in, the system uses the Card Serial Number (CSN) of the user s Access Card, and the Device Serial Number (DSN) of the MSR, to determine who is logging in and where they are logging in from. If the user is not allowed to log in at this location, or if they attempt to log in outside the time window when they are allowed to log in, the system will reject the login request. When a user successfully opens QwickCards.com on a workstation with a properly connected PIN Device, the system will show the Welcome login page. There are three different types of login pages. Most users will access QwickCards.com from the ActiveX login screen. Users with DynaPro Ethernet devices will need to access the Java login page. Users with keyboard devices will need to access the keyboard login page ActiveX Welcome Login Page Default Login. Figure Page 10 of 124 (D )

11 2 - Initialization The first time you login to QwickCards for OCX You will be prompted twice for installation of OCX packages. Click Yes when prompted. Page 11 of 124 (D )

12 2 - Initialization Java Welcome Login Page (Required when using DynaPro Ethernet) On the first Login to the Java login page you will be asked to run a Java applet. Figure Java Applet Login at On the first attempt to use Java you must have: The latest 32-bit Java JRE installed, working, and running with the browser you are using. Ability to save IP addresses to local files (if using DynaPro Ethernet) Administrative privileges to run the applet The first time you launch the Java Applet page, Java will ask Do you want to run this application? Figure Java Permission Popup from Select the checkbox for Do not show this again and you will not be prompted to load the Java applet on subsequent logins (unless there are administrative system changes). Press the Run button and the applet will load in approximately 2 seconds. Page 12 of 124 (D )

13 2 - Initialization Figure Reader Config After you run the applet, you will need to select your reader configuration. Select Click here in Reader Config and a list of devices will pop up. Select from the list of devices: SCRA (USB HB) or PINPAD USB HID or PINPAD Ethernet If you select PINPAD Ethernet you will need to enter the IP address of the PIN PAD device. Page 13 of 124 (D )

14 2 - Initialization DynaPro Ethernet uses Dynamic Host Configuration Protocol (DHCP). DHCP is a network protocol that enables a server to automatically assign an IP address to a computing device from a defined range of numbers configured for a given network. In order to display the IP address you need to follow the steps in the box below: Left Command button To Display the IP Address Press Left Command Button Press 4 Press 7 Press 2 Press Right Command Button Right Command Button Page 14 of 124 (D )

15 2 - Initialization The IP address will show for approximately 10 seconds. Type this IP address into the IP address field and press SAVE. If the IP address is not correct, you will see Please make sure the entered IP is Correct. If the IP is correct, the device will ask you to swipe a card to log in. If you want to use a USB card reader to log in, select USB HID and press the Save button. Note: Depending on the configuration of your DHCP server, DynaPro Ethernet may obtain a different IP address from time to time. If this happens, the user will need to update the IP address following the steps above for Reader Config. Page 15 of 124 (D )

16 2 - Initialization Keyboard Emulation Login If you are using a Keyboard device, you will need to access QwickCards.com from the Keyboard Login page. Figure After you go to the Login screen you will be asked to enter your password. Enter your password and press the Login button. Figure Password Entry If the Welcome login page indicates it cannot open the MagTek reader, the system was unable to locate the PIN Device connected to the workstation. A PIN Device must be detected in order to log in. Page 16 of 124 (D )

17 2 - Initialization If the PIN Device was not plugged in, plug it in, wait for the operating system to recognize it, then press the browser Refresh button or the F5 key to have the system try to locate the PIN Device again. Swipe your Access Card through the PIN Device to send your credentials to QwickCards.com for validation. If the system successfully reads the Access Card, and the card is validated as being registered to a user on the system, the page displays a User Password prompt. The user should type the account password and press the Login button (or press the Enter key) to log in. Users may also press the Reswipe button to cancel the current login operation and use a different Access Card. Possible errors which may be displayed when swiping the Access Card to log in are listed in Table 2-1. Table Login Errors Card Swipe Error Message CUSTOMER SERVICE ACCESS CARD IS NOT ASSIGNED CARD AUTHENTICATION FAILED ERROR READING CARD DATA Description This is a valid Access Card, but it has not been assigned to a user. An Access Card is assigned to a user using the Maintain Users function. The Access Card could not be validated as an authentic QwickCards.com Access Card. Try swiping the Access Card again; if the problem persists, report the problem to your information systems team. The Access Card could not be read successfully. Ensure the magnetic stripe is pointed down and facing you as you swipe the card. You can swipe the card left-or-right or right-to-left through the PIN Device slot. Try swiping the Access Card again; if the problem persists, report it to your information systems team. If any of the login validation business rules fails, the system returns an error message to report the login is unsuccessful. Some of the errors which may occur when entering a password are listed in Table 2-2. Table Password Errors Password Error Message INVALID USER PASSWORD USER IS BLOCKED PASSWORD IS REQUIRED TO BE CHANGED ACCESS CARD FAILED TO BE VALIDATED Description The password entered does not match the user s password on file. Passwords are case sensitive; ensure Caps Lock is not turned on. If a user enters an invalid password more than the maximum allowed number of times, the status of the user is set to Blocked. A user with Maintain Users rights must reset the user s password. The system will the user a starter password. Users can be required to change their password if they have a starter password, or if their password has expired. The Access Card could not be validated because it may have been copied. Users should report this condition to the information systems team and get a replacement Access Card. Page 17 of 124 (D )

18 2 - Initialization Password Error Message CARD SERIAL NUMBER WAS NOT LOCATED USER IS NOT ALLOWED TO LOGIN AT THIS LOCATION LOGIN IS NOT ALLOWED AT THIS TIME Description The Card Serial Number read from the Access Card could not be located on the system. Report this condition to your information systems team and get a replacement Access Card assigned. The user is logging in from a location their user account is not authorized to log in from. Users should report this condition to the information systems team. The user is logging in during a time when they are not authorized to log in. Users should report this condition to the information systems team. The first time you log in, you will need to change your password. When your user record was added to the system, you were ed a starter password. You will be required to select Change Password to change your starter password to your permanent password. Pressing the Change Password button on this page is used when you want to change your password before logging in. 2.3 How to Change Password The Change User Password page is displayed when you press the CHANGE PASSWORD button on the Welcome login page after first card swipe. You must swipe your card before you will see the Change Password button. You must know your old ( starter ) password to change your password. If you have not already swiped your Access Card, it requires you to swipe your Access Card before changing your password. If this is the first time you are logging in with a starter password, you must change your password. Figure Change User Password Page 18 of 124 (D )

19 2 - Initialization Enter your old / new password and press the Login button. If the old password is correct and the new password meets the rules for passwords, you will be logged in successfully. Figure Change User Password The ReSwipe button is used to cancel the current login operation and re-read a different Access Card. The new password entered on this page must meet the password criteria established by your institution. If the old or new passwords are not accepted, an error message is displayed and the user is given the opportunity to retry entering the old/new passwords or pressing Cancel to return to the main Welcome login page. Some of the types of errors which can occur on this page are: Password is not long enough Password was previously used Invalid current password Re-entered password does not match Once successfully logged in, the QwickCards.com Home page is displayed with your financial institution logo on the left side of the page. Page 19 of 124 (D )

20 2 - Initialization Figure QwickCards.com Home Page The top line displays the first name of the user that is logged in along with Home and Logout links. Press the Logout link to log out and return to the Login page. Press the Home link to return to this home page from anywhere in the application. The main menu is listed horizontally. Hovering over a main category displays the primary sub-items under the category and in some cases, secondary sub-items are listed under the primary sub-items (e.g. under the Administrative category). Page 20 of 124 (D )

21 2 - Initialization 2.4 About the Menus The system s main page displays the following menus: TRANSACTION (see section 3) INVENTORY (see section 4) Category Description Functions involving card transactions, including Issue Card, PIN Select, Process Batch, Re-PIN Card, and Transaction Viewer. Functions involving inventory, including Add Product, Check In Product, Check Out Product, Destroy Product, Order Product, Receive Product, ADMINISTRATIVE (see section 5) REPORTING (see section 6) Remove Product, and Ship Product. Functions used by SuperUsers to maintain Groups (CPD Groups and Permission Groups), Roles/Users (Maintain Roles, Maintain Users, Imported Users), Devices such as Secure Card Reader Authenticators (SCRAs) and Card Personalization Devices (CPDs) (Maintain MSRs and Maintain CPDs), card transaction Classes and Templates, access Time Windows and Locations, and product Reorder Levels. Set of functions to print system reports with information about various operations, including Cards Produced Report, Destroy Product Report, Inventory Report, Order Status Report, Processed Cards Report, Reconcile Cards Report, and User Activity Report. Also includes Custom Reports. Page 21 of 124 (D )

22 2 - Initialization 2.5 About Rights Management After authenticating the user, the system restricts the user to only use functions a SuperUser has authorized their account to use. The system will hide menu items the user is not authorized to access. There are two sets of access controls, which are maintained differently: Rights control which menu items the user has access to. Rights can only be granted by defining a Role (see section Maintain Roles) and assigning it to the user (see section Maintain Users). Each user can only have one role. Permissions control when and where users can access the system, what card transactions they can perform, and what reports they can run. SuperUsers can create templates of permissions to apply to a user (see section Permission Groups), or apply custom sets of permissions in each user s profile (see section Maintain Users), or use a combination of the two. 2.6 About Two-Party Authorization Some QwickCards.com functions require a second user to authorize the operation. In these cases, the system will pop up a Login page to prompt the second user to log in using their Access Card and password. The second user must also have permission to perform the function the SuperUser is attempting to perform. If the login is successful, the SuperUser will be allowed to perform the function; both users are recorded as being associated with the transaction. 2.7 About Auto Logout After you are logged in and the system detects a period of inactivity, it automatically logs you out. In this case, press the Click Here link to return to the Welcome login page and repeat the login procedure. 2.8 About User Passwords All users are required to enter a password to log in to QwickCards.com. The system allows users to change their passwords on the Change Password page, which is accessed from the Welcome login page. The system generates a random starter password in the following cases: When a new user is created When a user s password is reset When an Imported User is processed The password is sent in the clear via to the user (the user s address is entered as part of the user information). Should the user not have an address or the ing of the clear password to the user fails, the system presents the clear password to the First User, who must forward it to the user by some alternative means. The user must change the starter password to a valid new password before logging in to the system. 2.9 About Password Policy The QwickCards.com password policy requires users to change passwords regularly, and requires the password to be different from those cached in the password history. The following settings are related to user passwords: Minimum length of user passwords. This length is used when starter passwords are created and also when users change their passwords. The system only validates the length of the entered Page 22 of 124 (D )

23 2 - Initialization password; it does not require a level of password complexity (e.g. combinations of upper- and lowercase characters, numbers and symbols). Password retry attempts. This is the maximum number of failed password attempts allowed before the user status is set to blocked. When a user account is blocked, its password must be reset to a starter password, then changed, before the system will allow the user to log in. Repeat password history. This parameter indicates how many past passwords the system will compare a new password against to ensure the user does not reuse a previous password. For example, if this parameter is 5, the system ensures the new password does not match any of the previous 5 passwords the user has chosen. Repeat password lifetime. This parameter indicates how many past days to compare the new password against to ensure the user does not reuse a previous password. This protects against users changing their passwords many times in a row to satisfy the history number with the intention of reusing their current password. All of these password parameters are system-wide parameters (they apply to all users) and are established when the system is configured About Importing Users The process of importing users into the QwickCards.com database was intended to be a one-time operation which MagTek would perform on behalf of a new QwickCards.com customer to put a list of users into the system s database tables. To support this process, please provide MagTek with an ASCII text file containing the headings below and the corresponding data on one row for each user: UserID,LastName,FirstName, Address JohnC,Cardholder,John,John.Cardholder@MagTek.com JenC,Cardholder,Jen,Jen.Cardholder@MagTek.com After MagTek imports this user information into the customer s database, these users are processed using the Imported Users function to complete the add user process (i.e. assign an Access Card, generate a starter password, etc.). Page 23 of 124 (D )

24 3 - Transaction Functions 3 Transaction Functions Figure Transaction Menu The Transaction menu contains functions related to card transactions, which include the following: Table Transaction Menu Functions Function Issue Card Process Batch Re-PIN Card Transaction Viewer Description Creates a card on a Card Personalization Device (CPD). Provides for creating a number of cards on an ExpressCard CPD from a batch file containing records of the individual cards to be created. Used to re-pin and existing customer card (customer card may not be written). Shows the status of all jobs queued for processing. Page 24 of 124 (D )

25 3 - Transaction Functions 3.1 Issue Card This is the main transaction used to create a card on Card Personalization Device (CPD) or for the cardholder to select a PIN for a card which will be created by a card processor at a later time. A CPD is either an Express Card 500 (hopper fed, encoder, printer), ExpressCard 1000/2000 (hopper fed, encoder, printer, embosser) or IntelliStripe 380 (motorized reader and encoder) device. The available card templates are established by your financial institution during pre-installation configuration. Depending on the specific card template, the Issue Card command to process a card transaction can involve up to eight steps to complete: 1) Select Template. Used to select which type of card is going to be used for this transaction. An image representing the card along with a description of the card is shown. If a card image is blank, it generally indicates that different background images can be selected for this type of card. Click on the card image associated with the type of card being issued, and control advances to the next page. 2) Host Lookup. If the selected template is configured to look up a card on a host system, a Lookup page is presented where selection information is entered for looking up the cardholder information on a host system; the results are shown in a grid below the selection information. Click on a line in the result group to advance to the next page. 3) Data Entry. A Data Entry page is displayed where the user enters the variable information associated with this transaction. For example, the customer name and expiration date. 4) Select Image. If the selected template has a number of standard background images to choose from, the customer makes a selection on this page. 5) Review Card Image. This page presents a preview of the front and back of the card. If there are any changes needed (e.g. a different background image), you can return to the Data Entry page 6) PIN Entry. If the card template indicates a customer should enter a PIN, this step is used for the customer to enter their PIN. 7) Select CPD. The final step is to select which Card Personalization Device (CPD) the job should be sent to. Page 25 of 124 (D )

26 3 - Transaction Functions Select Template The first step in Issue Card is the Select Template page. The system presents every card template the current user has been granted rights to use. Select the card image associated with the type of card being issued and control will advance to the next page. In this example, the user selects the ATM Card image, which allows the user to look up a card record on a host system. Page 26 of 124 (D )

27 3 - Transaction Functions Host Lookup When a template supports looking up a card number on a host system, the system presents a Lookup Criteria page where you enter lookup criteria and press Search to retrieve records from the host system. The results of the lookup are shown in a grid. Click on the line representing the card to be issued to this cardholder. Control will advance to the Data Entry page. The Lookup page is only presented if MagTek has set up your institution to use host interface support Data Entry If the template selected in the Select step requires data to be inputted, a data input page is displayed to enter the variable information. Depending on how your particular templates are defined, some of the fields will already be filled in with fixed data (e.g. Expiration Date) and others which need to be filled in (e.g. Customer Name). After completing the input fields, press the NEXT button to advance to the next page. Page 27 of 124 (D )

28 3 - Transaction Functions Select Card Image If the selected card template is designed such that a customer can select a background image for the card, this page shows the list of images from which the customer can select an image. Select the image by clicking on it. The image at the top of the page changes to show which image is currently selected. If there are more images available than the system can show on one page, press the Next Set of Images button to advance to the next page of images. Use the Back button to show the previous page of images. After you have selected the image you want to use, press the Next button to continue creating the card. Page 28 of 124 (D )

29 3 - Transaction Functions Review Card Image The Review Card Image page shows a preview of what the card will look like when it is created. Select the Front Side of Card tab to preview the front of the card. Select the Back Side of Card tab to preview the back of card. If the data or image shown in the card preview is incorrect, select the Edit Card tab to return to the Data Entry page and correct the data and/or select a different image. Edit tab is not present in card preview screen for templates pulling data from a host interface. If the card looks OK, press the NEXT button to advance to the next page. Page 29 of 124 (D )

30 3 - Transaction Functions PIN Entry The system shows the PIN Entry page and waits for the customer to enter their PIN on the attached PIN Device. The PIN Device beeps and displays the message ENTER PIN. The customer should then enter their PIN and press the OK button on the PIN Device. To confirm the customer entered the desired PIN, the PIN Device displays the message RE-ENTER PIN. The customer should re-enter the same PIN, then press the OK button on the PIN Device. If the customer does not enter their PIN before the PIN entry timeout period expires, the system will return an error message Operation Time Out. In this case, press the RETRY button restart PIN entry. After the customer enters the new PIN successfully two times, the system confirms it has been entered. Press the NEXT button to advance to the Select CPD page. Page 30 of 124 (D )

31 3 - Transaction Functions Select CPD The final step of the Issue Card transaction is to select the CPD where the card should be issued. The drop down list contains only CPDs which the user has rights to select. Select the CPD and press the FINISH button to submit the transaction to the CPD. The system will remember your selection and will automatically select that CPD for the next Issue Card transaction. Release is the default setting. ONLY select On Hold when utilizing the on-hold functionality. After the job is submitted, the system shows a message confirming the job has been submitted. Select another transaction from the Transaction menu or press the Home link to clear the screen. Use the Transaction Viewer function to see the status of the job in the Pending Transactions Queue. Page 31 of 124 (D )

32 3 - Transaction Functions 3.2 Queuing Cards Users, with appropriate permissions to release on-hold jobs, can send card requests to the queue where it will remain on hold until it is released. This will allow users to selectively issue cards immediately or batch queue cards and hold them until they are ready to be produced that day. The Transaction Viewer will be purged daily at midnight local time. Please ensure all transaction requests that are On Hold are Released prior to midnight or they will be deleted from the queue. These on hold cards can be sorted by any column. This permission Right will need to be added to existing users in order to take advantage of this new functionality Queuing Cards Role Information The Right is called Release On-Hold Jobs in the Role Information screen. Page 32 of 124 (D )

33 3 - Transaction Functions Queue Status Select Users select On Hold or Release during the CPD selection. The user must have the Release On-Hold Jobs Right in their Role in order to release the on hold job. Any user with the Release On-Hold Jobs Role can release any card from the queue. Release is the default setting If a User has rights to only one CPD If a User has rights to only one CPD they will not see the CPD selection page and will not be able to place jobs on hold. However, if you wish to allow your users who have rights to only one CPD to see this page you can create a dummy/false CPD and add it to your users. This will signal to QwickCards.com that the user has more than one CPD and the user will see the CPD selection page and therefore the On Hold radio button. When creating a dummy/false CPD go to Maintain CPDs and Add a new CPD. The device ID should clearly tell the user the purpose. We suggest giving the CPD the following ID: DONOTUSE Use your institution name for the serial number. The serial number MUST be unique across all serial numbers in the QwickCards.com database. You can select any Device Type, any Location and any Time Window ID. If a User accidentally sends a card for production to the dummy/false CPD, they will need to correct this and have the card go to the correct actual CPD device. Page 33 of 124 (D )

34 3 - Transaction Functions Selecting cards In the transaction queue, there will be new check boxes that users can select or select-all of the on-hold jobs to Release. The Pending Transaction queue also has new sorting feature where users can click on the Column names to short by Alphabetical or ascending or descending. The Transaction Viewer will be purged daily at midnight local time. Please ensure all transaction requests that are On Hold are Released prior to midnight or they will be deleted from the queue. Page 34 of 124 (D )

35 3 - Transaction Functions 3.3 Process Batch The Transaction > Process Batch transaction provides for creating a number of cards on an ExpressCard CPD from a batch file containing records of the individual cards to be created. This function assumes the card stock you select in the Select Plastic step has already been checked out of inventory (see Inventory Functions) to your CPD. This is a multi-step operation. The following sections provide details about each step Import Batch Use the Administrative Import Batch function to import a text file containing a batch of records specifying data elements needed in the card production process (e.g. Name, Expiration Date, and so on). In the following example, there are 8 variables including PAN, Name, Expiration Date, and PIN Offset. In this example, the system calculates the CVV values, but the batch file could also contain the CVV values. Var1Name,Var2Name,Var3Name,Var4Name,Var5Name,Var6Name,Var7Name ,JOHN,Q,CARDHOLDER,05,06, ,JEN,C,CARDHOLDER,06,06, ,JILL,K,CUSTOMER,07,06, ,SANDRA,K,CUSTOMER,08,06, ,JACK,K,CARDHOLDER,09,06, ,CHRIS,K,MEMBER,03,06, ,JAMES,K,CARDHOLDER,03,06, ,MARY,K,CARDHOLDER,03,06, ,MARK,K,CARDHOLDER,03,06,8835 All of the records in the batch must be of the same type and have the same BIN. For example, if the batch contains records for ATM cards, each record can only be for an ATM card. Each row (record) contains all of the information need to create the card (i.e. all of the data to encode on the tracks, print on the card, and emboss on the card). This includes the PIN offset and CVV values, if used. When a user starts processing the batch, the system asks which template it should use to process the batch. The variables in the batch file must match the variable names in the selected template. When a batch is imported, it is given a unique batch name, which can be used to identify the batch in subsequent steps Process Batch Process Batch transaction is to select the batch to process. Press the Search button to list the batches that have been imported into the system and are ready to be processed Select Batch Highlight the line for the batch to process, then press the Select button. Page 35 of 124 (D )

36 3 - Transaction Functions Select Plastic All of the different card plastics associated with batch templates are shown on this page; each plastic type has a radio button below it. Press the radio button corresponding to the card plastic that is being selected. Press the Next button to advance to the next step. Remember, the correct card plastic must be checked out of inventory using the Check Out Product function before using the Process Batch transaction. If it is not, the CPD you want to send the job to will not be included in the available CPDs in the last step of Process Batch. Page 36 of 124 (D )

37 3 - Transaction Functions Select Template After the card plastic is selected, the system presents the Select Template page, which lists the card templates that use the selected plastic. In this example, the user selected the ATM Card plastic in the previous step, and there is one batch template tied to the ATM Card plastic. Highlight the correct card template and press the Next button to advance to the Select CPD page Select CPD This step is used to select the CPD that will create the cards. The drop down list contains only CPDs the logged in user has rights to use, and where a user has checked out the selected plastic to the CPD using the Check Out Product function. Select the CPD and press the Finish button to advance to the Initiate Processing page. Page 37 of 124 (D )

38 3 - Transaction Functions Initiate Processing When processing a batch, users can fill in the Number to Process field to indicate how many transactions in the batch the system should process. The default is the total number of transactions in the batch. If a user indicates the system should process fewer transactions than the total, the batch will be available for selection at a later time to complete processing. Press the Process button to begin processing the transactions. Each transaction in the batch will be queued on the CPD the user selected on the previous page. Page 38 of 124 (D )

39 3 - Transaction Functions Processing While batch transactions are being processed, the system will display a message that says Processing. The page also shows which transaction is currently being processed, the number of successfully processed jobs, and the number of exception jobs put into the Exception Transactions Queue. While the transactions are being processed, the user may press the Pause button to temporarily stop processing, or the Stop button to stop processing the batch entirely. The system will preserve transactions that have not yet been processed for later processing Processing Finished After all of the transactions have been processed (i.e. written to the Pending Transactions Queue), the page shows a Process Finished message. Users may select another transaction from the Transaction menu or press the Home link to clear the screen. Use the Transaction Viewer function to see the status of the jobs in the Pending Transactions Queue. Page 39 of 124 (D )

40 3 - Transaction Functions 3.4 Re-PIN Card The Re-PIN Card transaction allows a customer to come in, select a different PIN, and update their card on an IS380 Card Personalization Device (CPD). The IS380 is connected to a workstation on your network which has access to QwickCards.com Job Server. The PC must be loaded with an IS380 Device Controller application as well as the Client Certificate associated with the IS380 Device Swipe Card The first step in the Re-PIN Card transaction is to swipe the customer card so information can be read off of the card. The PIN Device displays a message PLEASE SWIPE CARD. Upon successfully reading the customer card, it advances to the Review Data page with the data read from the card Review Data The data read off the customer card is displayed on the Review Data page before the customer enters their new PIN. Generally all of these data elements are read-only. Review the data to confirm the card belongs to the customer. Press the NEXT button to advance to the PIN selection steps Confirm Current PIN optional, if not in use, skip to step System setup can include having the customer enter their existing PIN before they enter a new. This is not required. The PIN Device beeps and displays the message ENTER PIN. The customer enters their existing PIN on the PIN Device. Then press the OK button. Page 40 of 124 (D )

41 3 - Transaction Functions If the PIN entered does not match the one on the customer s card, the system will display an error and request that the current PIN be re-entered. If the existing PIN was entered successfully you can proceed to step Enter New PIN The PIN entry page is displayed indicating that it is waiting for the customer to enter their new PIN on the attached PIN Device. The PIN Device beeps and displays the message ENTER PIN. The customer should enter a new PIN on the PIN Device, then press the OK button. The PIN Device displays the message RE-ENTER PIN. The customer should re-enter the new PIN and press the OK button New PIN Confirmation If the customer does not enter the new PIN quickly, an error message Operation Time Out is displayed. In this case, press the Retry button and ask them to enter the new PIN again. After the customer enters the new PIN successfully two times, it is confirmed on the PC screen. Page 41 of 124 (D )

42 3 - Transaction Functions Press the NEXT button to advance to the Select CPD page Select CPD The final step of the Re-PIN Card transaction is the selection of the CPD where the job should be directed. The drop down list contains all of the CPDs (i.e. IS380 devices) which the user has rights to select. Select the CPD and press the FINISH button. The job will be queued to that CPD. The system will remember which CPD you selected last and automatically select that CPD on the next Re-PIN Card transaction Job Submitted After the job is submitted, a message is displayed indicating the job was submitted. Select another transaction from the Transaction menu or press the Home link to clear the screen. Page 42 of 124 (D )

43 3 - Transaction Functions Use the Transaction Viewer function to see the status of the job in the Pending Transactions Queue. After the job has been submitted, take the customer to the CPD and insert the card into the IS380. If the job is found, it will be downloaded and the data will be encoded on the customer s card. The IS380 Device Controller software shows the status of the encode operation. If the card is encoded successfully, hand the card to the customer. If the card is not encoded successfully, do not give the customer the card because it will not usable. Issue a new card to the customer instead. Page 43 of 124 (D )

44 3 - Transaction Functions 3.5 Transaction Viewer The Transaction Viewer page shows two transaction queues: The Pending Transactions Queue and the Exception Transactions Queue Ability to redirect jobs to different CPDs Ability to redirect jobs to different CPDs by clicking the blue i button next to your transaction. (Please note: Card Details is only displayed if the XML template is configured to send this information to the viewer.) Page 44 of 124 (D )

45 3 - Transaction Functions Pending Transactions Queue The Pending Transactions queue shows all jobs pending processing by a CPD. Different types of CPD communicate with the Job Server in different ways: EC500: Polls the QwickCards.com Job Server for the next job queued for that CPD whenever it is free to process another card. EC1000 / EC2000: Polls the QwickCards.com Job Server for the next job queued for that CPD whenever it is free to process another card. IS380: When a card is inserted into the encoder, it reads the contents of the magnetic stripe and sends it to the QwickCards.com Job Server. If the system has a job matching some defined criteria read from the card, the job is sent to the IS380, which then encodes the card with updated information. The PAN, Name, CPD ID, Job Status, Date/Time Queued are displayed on each line. When a job is initially queued, the Job Status is set to Queued. When a job is being processed by the CPD, the Job Status is changed to Submitted. When the CPD has finished processing the card, the job is removed from this queue. If the job is not processed successfully by the CPD, the job is sent to the Exception Transactions Queue so it can be manually re-submitted or deleted. A job in the Queued status can be deleted from the Pending Transactions Queue by pressing the DELETE button to the left of the job. If a job remains in the Queued status in the Pending Transactions Queue for longer than the configured timeout period, the system automatically moves it to the Exception Transactions Queue. An alternate view of the Pending Transactions Queue contains an additional Type column. Table 3-2 contains information about interpreting the contents of that column. Table Transaction Types Type Description C D The letter C in the Type column indicates the transaction in that row is a command. For example, the Open Access Doors command. The letter D in the Type column indicates the transaction in that row is data, like the Issue Card transaction Exception Transactions Queue The Exception Transactions Queue contains jobs from the Pending Transactions Queue which were not successfully processed. The PAN, Name, CPD ID, Error Code and Date/Time Queued are displayed on each line. To the left of the list of jobs are a DELETE button and a RE-SUBMIT button. Press the RE-SUBMIT button to move the job back to the Pending Transactions Queue to retry processing. Press the DELETE button to delete the job from the queue; it will no longer be available for processing. If a job remains in the Exception Transactions Queue for longer than the configured timeout period, it is automatically removed, and can not be resubmitted for processing. Page 45 of 124 (D )

46 4 - Inventory Functions 4 Inventory Functions QwickCards.com provides inventory-related functions which control and track the count of product contained in the Secure Storage Area ( vault ) of a Financial Center. The functions in the Inventory menu record the movement of product into and out of the vault. Inventory functions and reports are only available if MagTek has enabled inventory features for your Financial Institution. If Inventory is not enabled, none of the Inventory menu functions are shown, nor are the Inventory-related reports (e.g. Inventory Report, Orders Report). The flows of the various inventory functions are shown in Figure 4-1. Page 46 of 124 (D )

47 4 - Inventory Functions Figure Inventory Flow The Inventory menu contains the following functions related to card transactions: Table Inventory Menu Functions Function Description Add Product Add product to inventory (increment inventory count) Check In Product Check in product from a CPD to the vault Check-Out Product Check out product from the vault to a CPD Destroy Product Destroy product from inventory (decrement inventory count) Order Product Place an order for product Receive Product Receive product that was shipped from another location Remove Product Remove product from inventory (decrement inventory count) Ship Product Ship product from one location to another location The first grouping of functions deals with adding, removing and destruction of product from inventory. Page 47 of 124 (D )

48 4 - Inventory Functions The second grouping of functions deals with ordering, shipping and receiving products. The third grouping of functions deals with the checking out and checking in product between the vault and CPDs. 4.1 Add Product This function records the addition of product to the vault (increments product count). For example, when a Distribution Center receives card stock from a production facility, the cards are counted and added to inventory in the vault. Add Product indicates new product is being put into secure storage. This is different from the Receive Product and Check In Product functions, which move product that has already been added under inventory control into secure storage. Table 4-2 lists the fields on the Add Product page. Figure Add Product Page Table Add Product Fields Field Select Location Product Category Product Type Order Number New Quantity Notes Description Dropdown list to select the location where the product is being added Dropdown list of available product categories Drop down list of available product types within the selected Product Category List of open orders matching the selected Location, Product Category, and Product Type Count of new product being added Free-form field for notes related to the Add Product operation Page 48 of 124 (D )

49 4 - Inventory Functions The user should select a Location, Product Category, and Product Type. The system will then show all open orders that fit those selected criteria as a picklist in the Order Number field. If the user is adding product related to an open order, the user must select the order number so the system can set the order status to Completed (Fulfilled) after the Add Product operation is completed. If there are no matching orders, the system reports there are no matching orders, but the product can still be added to inventory. The user should enter the quantity of stock being added, and may optionally enter notes relevant to this inventory operation. To commit the operation, press the Submit button. In the example in Figure 4-2, 2000 Debit Cards are being added to the secure vault at the MagTek Distribution Center. There is no standing order for these cards because they were ordered from the bank s card manufacturer. After the user presses the Submit button, the system will increment the product count for New Debit Cards in the MagTek Distribution Center secure storage by Users can view total product inventory counts by running the Inventory Report. Order Number field will show any orders that match the selected Location, Product Category, and Product Type when Add Product is used instead of Ship Product or Receive Product functions. Page 49 of 124 (D )

50 4 - Inventory Functions 4.2 Check In Product The Check In Product function records taking product from a CPD and returning it to the vault (increments product count in the vault). The products that are checked in must have been checked out previously. During the checkin process, the system reconciles the count of cards checked out with those being checked in and those that were produced (issued). The CPD must be in an activated state to perform the Check In Product operation and the logged in user must have rights to the Check In Product function. If for some reason the status of a CPD is set to deactivated after a Check Out Product operation but before the Check In Product operation, the Check In Product function will not be allowed. In this case, the device would need to be returned to activated status, the checkin performed, and then the status returned to deactivated. In the following Check In Product example, 400 ATM cards were originally checked out to the CPD named RonEC2K, 6 of which were produced (successfully created and issued to customers). The balance of the 394 ATM cards returned to the vault breaks down into 392 new and 2 rejected ATM cards: When checking in card product, the Checkin Product page contains the following fields: Field Select Location Device ID Product Category Product Type Product Source Description Dropdown list of locations (defaults to the location of the logged in user) Dropdown list of CPDs (descriptions) installed at the selected location Dropdown list of available product categories (select Card Product) Dropdown list of available card types within the selected Product Category Radio buttons to select the source of the cards being checked in Page 50 of 124 (D )

51 4 - Inventory Functions Field Checked Out Qty New Quantity Produced Quantity Rejected Quantity Notes Description Total count of cards that have been checked out to this CPD Count of new cards being checked in (returned to the vault) Count of cards that were recorded as being produced (issued to customers) Count of cards that were recorded as being rejected Free-form field for notes related to the check in operation When checking in ribbons, the Checkin Product page prompts are slightly different. In the following Check In Product example, 1 Black Ribbon was originally checked out to the CPD named RonEC1K and 1 Black Ribbon is being checked back in as a reusable ribbon (a ribbon which is not entirely consumed is reusable and can be checked out again and placed in the EC1000/EC2000). Table 4-3 lists the fields shown on the Checkin Product when ordering ribbon. Table Checkin Product Page for Ribbons Field Description Select Location Dropdown list of locations (defaults to the location of the logged in user) Device ID Dropdown list of CPDs installed at this location Product Category Dropdown list of available product categories Product Type Dropdown list of available ribbon types within the Ribbon Product category Product Source Radio buttons to select the source of the ribbons being checked in Checked Out Qty Total count of ribbons that has been checked out to this CPD Page 51 of 124 (D )

52 4 - Inventory Functions Field New Quantity Reusable Quantity Spoiled Quantity Notes Description Count of new ribbons being checked in Count of reusable (can be used again) ribbons being checked in Count of spoiled (cannot be reused; must destroy) ribbons being checked in Free-form field for notes related to the Check In Product operation Each input page allows the user to specify one product type at a time. Press the Submit button to submit the current product type information and move on to the next product type to check in. After all product types have been checked in, you can use the Back button to return to the previous page. The Select Location field defaults to the location where the user logged in. The Device ID presents a list of CPDs at this location, and the user selects which CPD the operation is being performed for. The Product Category and Product Type fields indicate which product is being checked in. Only products which were previously checked out can be checked in. Product Category selects the category of the product such as Card or Ribbon, and Product Type selects the type of product within that category, such as Gold Credit Card or Color Ribbon. Product Category presents a global list of all product categories, not just products that have been checked out. The Product Type list will include all product types which are registered as having been checked out to this CPD. The Product Source field indicates where the checked in product originated from. For example, cards could come from either the CPD (device) or a Working Cache (cache). This is the same list shown in the Product Destination field when using the Check Out Product function. Users can see the count of currently checked out product by running the Inventory Report. It is important that when the user performs the Check In Product operation that all cards of that card type from the CPD (or cache) are checked in. Without the user physically making sure all the cards are moved back into inventory, the inventory counts would be out of balance after the Check In Product operation, because the system does not enforce that the checkout counts have to match the checkin counts. The count of checked out cards cannot be changed. For card checkins, the user can only specify the New Quantity, Produced Quantity, and Rejected Quantity; for ribbon checkins, the user can only specify the Reusable quantity and Spoiled quantity. While the purpose of the reconciliation process is to confirm that the number of cards checked in (blank/reject) plus the number of cards issued equals the number of cards originally checked out, this page does not require that they match. Note: The Checked Out count cannot be changed; only the New Quantity, Produced Quantity and Rejected Quantity are adjustable. If those numbers do not match the checked out count, it should be recorded in the Notes field by the user. The financial institutions administrative protocols, not the system, controls when the check in operation is to occur. It is recommended that it should be run once a day after all card processing has been completed for the day. The system uses the last checkin date/time stamp as a marker for accumulating counts associated with subsequent checkouts and cards processed (good/bad) transactions. When a Check In Product operation is performed, it displays the count of cards which occurred between the last Check In Product operation and the current one Page 52 of 124 (D )

53 4 - Inventory Functions 4.3 Check Out Product The Check Out Product function records taking product from the vault and placing it in a CPD (decrements product count in the vault). The products that are checked out are either placed in the CPD or placed in a working cache associated with the CPD. The CPD must be in an activated state to perform the Check Out Product operation, and the logged in user must have rights to the Check Out Product function and to the CPD. The page provides for specifying one product type at a time. Press the Submit to submit the current product type information and move to the next product type to check out. After all product types have been checked out, you can use the Back button is used to return to the previous page. In the following Check Out Product example, 50 ATM cards are being checked out to the CPD named RonEC1K: Page 53 of 124 (D )

54 4 - Inventory Functions The Check Out Product page contains the following fields: Field Select Location Device ID Product Category Product Type Product Destination Product Available Product Count Notes Description Dropdown list of locations (defaults to the location of the logged in user) Dropdown list of CPDs (descriptions) that are installed at this location Dropdown list of available product categories defined in the system Dropdown list of available product types within the selected Product Category Radio buttons to select the destination of the checked out product Total count of product of the selected Product Category and Product Type available for check out Count of New product being checked out Free-form field for notes related to the checkout operation The system will record the logged in user in the database as the user responsible for checking out the product. It will also record the product type and quantity that was checked out, and a date/time stamp. The Device ID selects which of the CPDs at this location the product is being checked out to. Only the CPDs which the user has rights to are shown in this list. The Product Category and Product Type fields tell the system which specific product is being checked out. Product Category is the category of the product such as Card or Ribbon; Product Type is the type of product within the product category such as Gold Credit Card or Color Ribbon. The Product Category list is a global list of all product categories, not just of products in the local secure storage vault. The Product Type list includes all product types which have a non-zero count in the secure storage vault associated with the selected Location. The system ensures that the product count being checked out is not larger than the Product Available in inventory. If it is, the checkout operation fails and cannot be completed until the inventory count discrepancy is resolved. The count of product that is checked out from secure storage is decremented. Users can see current inventory counts by running the Inventory Report. The Product Destination field indicates where the checked out product is being placed. For example, cards could be placed either in the CPD or the Working Cache associated with the CPD. This is the same list shown in the Check In Product function as Product Source. The checkout process does not concern itself with the specific CPD hopper where the cards were loaded; this operation only records the count of how many products were checked out of the vault, the type of products checked out, and where they were placed (in the device or a cache). Cards checked out to working cache are registered to the Device ID indicated in the checkout operation. Cards checked out to one CPD s working cache cannot be used in another CPD. Page 54 of 124 (D )

55 4 - Inventory Functions Cards checked out from the secure storage location and placed in the CPD directly available from a CPD hopper. For the system to use a card from a working cache, an operator must take one of the cards from the cache for this device and manually insert it into the CPD to produce the card. When a card is produced, the QwickCards.com Job Server records what type of card was produced, on which CPD, whether the card stock came from the device or its cache, and whether the card was produced successfully or was rejected. A user can perform more than one Check Out Product operation on the CPD before the next Check In Product operation. For example, if the CPD ran out of cards during the day and the CPD needed to be loaded with more cards, the user would go to the vault and run the checkout operation again to register the new cards being loaded into the CPD. However, users should only perform one Check In Product operation per day, to balance the total count of cards checked out with the count of cards returned to the vault and the count of cards issued to customers. The Check Out Product operation is used for both card products and ribbon products. When checking out ribbon product, the quantity checked out should be 1, because only one ribbon can be installed in the EC1000/EC2000 CPDs. Ribbon product should not be checked out to the IS380 CPD. For the Check In Product operation, the system will show the sum of all the checked out counts which have occurred after the last successful Check In Product operation. 4.4 Destroy Product This function records the destruction of product from the vault (decrements product count). Cards leave the system either by being personalized by the CPD and issued to the customer, or by being destroyed (scrapped) because the card could not be personalized, or for some other reason. This function is used to record when products located in the secure storage vault are destroyed. Use the notes section to document how and why cards were destroyed. Generally product is only destroyed when it is in a Spoiled state. However the system allows for destroying products which are in the New state as well. The Destroy Product page lists the totals of products in both states. The quantity entered for removal for any quantity shown must be less than the associated Available count shown to the right of that quantity. Page 55 of 124 (D )

56 4 - Inventory Functions Figure Destroy Product Page In the example shown in Figure 4-3, there are two Spoiled ATM cards in the vault. After the user presses the Submit button, the count of Spoiled ATM Cards will be decremented by 2. Users can view current product inventory counts by running the Inventory Report, and can view Destroy Product activities by running the Destroy Product Report. The Destroy Product page shows the following fields: Field Select Location Product Category Product Type Product Available New Quantity Spoiled (Cache) Qty Spoiled (Device) Qty Notes Description Dropdown to select the location where the product is being destroyed Dropdown list of available product categories Dropdown list of available product types within the selected Product Category Count of available products in inventory within each status that matches the selected Product Category and Product Type Count of New product to remove Count of Spoiled (Cache) product being destroyed Count of Spoiled (Device) product being destroyed Free-form field for notes related to the Destroy Product operation Page 56 of 124 (D )

57 4 - Inventory Functions 4.5 Order Product The system provides for automatic re-ordering of product when it reaches the low threshold configured for each secure storage location (see section Reorder Levels). In addition, the system allows a user to manually enter an order by launching Inventory > Order Product. The order number the user enters must be unique within the system. Upon creation, the status of the order is set to Pending in the transaction queue. The Order Product function is generally used if product is ordered, shipped, and received within the Financial Institution. For example, if the Financial Institution has a Distribution Center where card products are stored and individual Financial Centers order their cards from that Distribution Center. On the other hand, if each of the Financial Centers order product from an outside card production facility, users should use the Add Product function. The Order Product function can also be used to record that an order created using Add Product has arrived at its location (Ship Product and Receive Product are not used). Users can only create orders with the status set to New. The reorder quantity and minimum threshold values (see section Reorder Levels) are only for New product status. As the order progresses through its lifecycle, the status will change as shown in Table 4-4. Table Order Statuses Order Status New Shipped Completed Description A user or the system has just created the order. A user has used the Ship Product function to indicate the ordered quantity of product has been shipped from its originating Location. A user has used the Receive Product function to indicate the ordered quantity of product has been received at its destination. The order is no longer open. In the example below, the MN Financial Center is ordering 1000 Debit Cards. When the user presses the Submit button, the system records the order and shows a confirmation message to the user. Users can view orders and order statuses by running the Order Status Report. The Order Product page contains the following fields: Page 57 of 124 (D )

58 4 - Inventory Functions Field Order Number For Location Product Category Product Type New Quantity Notes Description Unique number defining this order Dropdown list of the location that is placing the order Dropdown list of available product categories Dropdown list of available product types within the selected Product Category Count of New product being ordered Free-form field for notes related to the Order Product operation Page 58 of 124 (D )

59 4 - Inventory Functions 4.6 Receive Product When orders that were shipped using the Ship Product function arrive at the destination, users can use the Receive Product function to look up the order, count the products that were received, and mark the order as received. The product status is changed from Shipped to Completed. When receiving product associated with an order, the entire order must be satisfied with the receipt; the system does not support partial shipments. Only New product can be received. The user must first select a To Location, Product Category, and Product Type, and the system will show Shipped orders associated with those selections. The user can then press the Submit button to set the order status to Completed. Users can track orders and their status using the Order Status Report. The Receive Product page contains the following fields: Field Received At Location Received From Location Product Category Product Type Order Number New Quantity Notes Description Location where the product is being received Location where the product was shipped from Dropdown list of available Product Categories Dropdown list of available Product Types within the selected Product Category List of shipped orders matching From Location, Product Category, and Product Type Count of New products associated with the selected order Free-form field for notes related to the Receive Product operation Page 59 of 124 (D )

60 4 - Inventory Functions 4.7 Remove Product This function records the removal of product from the vault (decrements product count). Cards leave the system either by being personalized in a CPD and issued to the customer, or by being scrapped (destroyed) because the card could not be personalized, or by being removed from the system for some other reason. For example, if card stock is returned to a card production facility for QA reasons, a user would use this function to remove those cards from inventory and return them to the card production facility. Remove Product subtracts existing product from secure storage. Ship Product and Check Out Product, move product that is already under inventory control within the system. Figure Remove Product Page Products in inventory are in one of two states: New or Spoiled (Spoiled can be in the CPD device or Cache). The Remove Product page lists the totals of products in each state. The quantity entered for removal for any quantity shown must be less than the Available count shown to the right of that quantity. In the example shown in Figure 4-4, the user has inspected card stock, has found quality issues, and is removing 1000 ATM Cards from the MagTek Distribution Center to send back to the card manufacturer. After the user presses the Submit button, the system will deduct 1000 ATM Cards from the available New stock. Product inventory counts can be shown by running the Inventory Report. The Remove Product page contains the following fields: Field Select Location Product Category Product Type Description Dropdown list to select the location where the product is being removed from Dropdown list of available product categories Dropdown list of available product types within the selected Product Category Page 60 of 124 (D )

61 4 - Inventory Functions Field Product Available New Quantity Spoiled (Cache) Qty Spoiled (Device) Qty Notes Description Count of available products in inventory within each status that matches the selected Product Category and Product Type Count of New product to remove Count of Spoiled (Cache) product to remove Count of Spoiled (Device) product to remove Free-form field for notes related to the Remove Product transaction Page 61 of 124 (D )

62 4 - Inventory Functions 4.8 Ship Product When orders of New product are ready to be shipped, users can use the Ship Product function to look up the order, count the products being shipped, and log the order as being shipped. This includes how and when the order was shipped, and the shipment tracking information. The status of the record changes from Pending to Shipped until the product reaches its destination. When shipping product associated with an order, the entire order must be satisfied with the shipment; the system does not support partial shipments. The user must first select a To Location, Product Category, and Product Type, and the system will show Pending orders associated with those selections. After the user presses the Submit button, the order status is set to Shipped. Users can view orders and their statuses by running the Order Status Report. The Ship Product page contains the following fields: Field Ship From Location Ship To Location Product Category Product Type Order Number New Quantity Notes Description Location where the product is being shipped from Location where the product is being shipped to Dropdown list of available product categories Dropdown list of available product types within the selected Product Category List of pending orders matching To Location, Product Category, Product Type Count of New products associated with this order Free-form field for notes related to the Ship Product operation Page 62 of 124 (D )

63 5 - Administrative Functions 5 Administrative Functions SuperUsers can use the operations in the Administrative menu to create and update data in the QwickCards.com system data tables. For audit purposes, deletion of records is not allowed. The logged in user s assigned permissions determine which Administrative functions the system will display in the menu. Some of the Administrative functions may require more than one user to log in to perform the function. The Administrative menu contains the following functions: Function Groups CPD Groups Groups Permission Groups Roles/Users Maintain Roles Roles/Users Maintain Users Roles/Users Imported Users Devices Maintain CPDs Devices Maintain MSRs Devices Open Access Doors System Locations System Classes System Templates System Reports System Customize Reports System Reorder Levels System Time Windows Adds and edits CPD groups Description Adds and edits Permission Groups Adds and edits unique roles assigned to users Adds and edits individual users Adds imported users Adds and edits CPDs defined in the system Adds and edits MSRs defined in the system Allows defined users to open EC100 and EC2000 access doors Adds and edits system locations Adds and edits system classes Adds and edits system template classes Adds and edits system report classes Adds and edits customized reports (accessible only by the First User) Adds and edits product reorder levels Adds and edits system time windows Page 63 of 124 (D )

64 5 - Administrative Functions 5.1 Administrative Groups Menu Items CPD Groups To determine what CPDs a user is authorized to use, the system looks exclusively at the CPDs list in the User Information page (see section Maintain Users). Organizations with a large number of users can create named CPD Groups that, for convenience, can be used as templates to grant a user access to batches of CPDs all at once. CPD groups are not automatically synchronized with users CPDs lists, and can not be modified. First, add CPDs to the database using the Administrative Devices Menu Items Maintain CPDs menu. Then access CPD Groups by launching Administrative > Groups > CPD Groups to show the Maintain CPD Groups page. From the Maintain CPD Groups page, press the Add Group button to launch the CPD Group Information page, which allows you to add a new CPD Group to the table. Page 64 of 124 (D )

65 5 - Administrative Functions The CPD Group Information page prompts for the following information: Name Description Group ID Group Name Description Unique ID for the CPD Group. SuperUsers can later use this ID to search for CPD Groups on the Maintain CPD Groups page. Displayed in the available CPD Groups on the User Information page. This is how you select the group for an individual user. Displayed in the list on the Maintain CPD Groups page. CPDs on the left CPDs which are available for assignment to the group. Press the >> button to move all visible CPDs into the group, or select individual CPDs on the left and press the > button to move the selected CPDs into the group. CPDs on the right CPDs which are already assigned to the group. Press the << button to remove all CPDs from the group, or select individual CPDs on the right and use the < button to remove the selected CPDs from the group. Users can see what CPD Groups have already been created by searching from the Maintain CPD Groups page. Fill in the Group Name and / or the Group ID fields and press the Search button. If you modify the search filters, press the Search button again to refresh the results. Use the paging buttons at the bottom of the search results to advance to the next / previous page of CPD Groups. Page 65 of 124 (D )

66 5 - Administrative Functions Permission Groups To determine a user s permissible Time Window IDs, Location Classes, Template Classes, and Report Classes, the system looks exclusively at the fields with those names in the User Information page (see section Maintain Users). Organizations with a large number of users can create named Permission Groups that, for convenience, can be used as templates to apply pre-defined sets of these permissions to a user all at once. Permission groups are not automatically synchronized with users Time Window IDs, Locations lists, Template Classes lists, or Report Classes lists, and can not be modified. The Locations item is often not included in a Permission Group unless the group is being defined for a specific location. It is generally more appropriate to assign locations to users directly in the User Information page. First, add Locations, Template Classes, and Report Classes to the database using the Locations, Templates, and Classes menu items. Then access Permissions Groups by launching Administrative > Groups > Permission Groups to show the Maintain Permission Groups page. From the Maintain Permission Groups page, press the Add Group button to launch the Permission Group Information page, which allows you to add a new Permission Group to the table. Page 66 of 124 (D )

67 5 - Administrative Functions Figure Permission Group Information Page Table 5-1 lists data elements a SuperUser can set when adding a Permission Group. The fields on the Permission Group Information page are not modifiable after they have been saved. Table Permission Group Data Elements Group ID Group Name Description Name Description A unique ID for the Permissions Group Displayed in the available Permission Groups on the Maintain Users page. This is how you select the group for an individual user. Displayed in the list on the Permission Groups page. Page 67 of 124 (D )

68 5 - Administrative Functions Name Time Window ID Locations on the left Locations on the right Templates on the left Templates on the right Description Specifies the time window when a user can use the system. Locations which are available for assignment to the group. Press the >> button to move all visible locations into the group, or select individual locations on the left and press the > button to move the selected locations into the group. Locations where the user is already authorized to log in (MSR indicates the login location). Templates which are available for assignment to the group. Press the >> button to move all visible templates into the group, or select individual templates on the left and press the > button to move the selected templates into the group. Classes of templates a user is already authorized to select in the Transactions menu. Reports on the left Reports which are available for assignment to the group. Press the >> button to move all visible reports into the group, or select individual reports on the left and press the > button to move the selected reports into the group. Reports on the right Classes of reports a user can run from the Reporting menu. SuperUsers can see what Permission Groups have already been created by searching from the Maintain Permission Groups page. Fill in the Group Name and / or the Group ID fields and press the Search button. If you modify the search filters, press the Search button again to refresh the results. Use the paging buttons at the bottom of the search results to advance to the next / previous page of Permission Groups. Page 68 of 124 (D )

69 5 - Administrative Functions 5.2 Administrative Roles/Users Menu Items Maintain Roles The Maintain Roles page allows a SuperUser to define user Roles. Every user must be assigned to one and only one role, which grants the user Rights to access specific system functions (as opposed to general high-level system access such as Time Windows and Locations, as described in section 2.5 About Rights Management). When a SuperUser changes the role s list of rights, the rights change for all users assigned to that role. Roles consist of two components: The Role Name and a list of associated Rights. SuperUsers can change the Role Name after creation, but can not delete a role after it has been created. New deployments on QwickCards.com will contain a pre-defined role called SuperUser. By default, the SuperUser role is assigned all available rights. To manage roles, launch Administrative > Roles/Users > Maintain Roles to launch the Maintain Roles page, which shows a list of all roles defined in the system, sorted alphabetically by Role Name. Each role has an Edit button on the right side to modify its name or associated set of rights, and the list of roles has an Add Role button at the bottom to create a new role with a new set of rights. Figure Maintain Roles Page When editing a role or adding a new role, the system shows a set of checkboxes representing the set of rights available within the customer s site. Not all Financial Institutions will use the full complement of rights supported by QwickCards.com. For example, if a customer does not maintain inventory, the system will not display inventory-related rights like Add Product and Checkin Product. The list of available rights are defined in the Rights table configured by MagTek during deployment. Page 69 of 124 (D )

70 5 - Administrative Functions Figure Role Information Page The system will not allow roles to be modified in ways that violate the following rules: Roles must have at least one right assigned. Role names must be unique across the system. Roles can not be deleted. When saving changes to a new or modified role, the system will check whether the selected set of rights is unique among all roles. If it finds a role with a duplicate set of rights, it will display a warning to the user, who may choose to continue adding the redundant role, or to cancel and change the set of rights Maintain Users SuperUsers can add and modify users by opening Administrative > Roles/Users > Maintain Users. On the Maintain Users page, the system presents a list of users showing the user s CSN, User Name, and User Status, and presents buttons to Activate or Deactivate the User Status, Reset the user s password, or Edit the user s record. Users can not be removed from QwickCards.com. The SuperUser should instead set the User Status to Deactivated. At the top of the Maintain Users page is a set of filters that can be used to Search for a specific user or set of users, and at the bottom of the page is an Add User button the SuperUser can press to create a new user record. Use the paging buttons at the bottom of the page to view the next / previous page of users. For security and system integrity reasons, the user viewing the Maintain Users page will not see his or her own account listed. Page 70 of 124 (D )

71 5 - Administrative Functions Figure Maintain Users Page Adding Users The Add User button on the Maintain Users page adds a new user to the system. After pressing the Add User button, the SuperUser must assign a Customer Service Access Card ( Access Card ) to the user before the user attempts to log in. The system displays a prompt to swipe a new, unassigned Access Card. After the card reads successfully, the system will show the User Information page with the card s CSN filled in. Users can only be assigned one Access Card, and after an Access Card is assigned to a user, it can not be assigned to any other user. After the SuperUser successfully swipes an unused Access Card, the system will show the User Information page shown in Figure 5-5. The SuperUser should enter at least the following data elements: A unique User ID. If there is a duplicate, the system will present an error message. First Name and Last Name. A valid address. This is important because that is the only way the system can send a welcome message and starter password to the user. A role in the Member of Role dropdown list. Table 5-2 lists data elements a SuperUser can set when adding a user record. The fields on the User Information page are also modifiable later, except the User ID and CSN fields. Page 71 of 124 (D )

72 5 - Administrative Functions Table User Data Elements Value Description CSN User ID First Name Last Name Address Description Permission Groups Customer Service Number printed on the user s assigned Access Card User ID assigned to the Access Card (can only be set once) User s first name User s last name address where the system will send password reset notices Optional SuperUser notes for the user The SuperUser can select a set of Permission Groups (see section Permission Groups), then press the Set Permissions button to apply these groups as templates to populate the user s assigned Time Window, Locations, Template Classes, and Report Classes fields with predefined values. The SuperUser may then opt to modify those fields directly. The SuperUser can select a set of CPD Groups (see section CPD Groups), then press the Set CPDs button to apply these groups as templates to populate the user s assigned CPDs with pre-defined values. The SuperUser may then opt to modify the CPDs field directly. CPD Groups Time Window ID Member of Role Locations Template Classes For example, to remove a user s access rights to a set of CPDs, a SuperUser could open the User Information page, select the CPDs to remove from the right CPDs list, and press the < button. Alternatively, a SuperUser with a larger set of users to modify could do the following: 1) Define new CPD groups that exclude the CPDs to be removed 2) Remove the old CPD groups from each user s CPD Groups list using the < or << buttons 3) Add the new CPD groups to each user s CPD Groups list using the > or >> buttons 4) Press the Set CPDs button in each user s User Information page to replace the user s CPDs list. Master setting that governs the times of day when QwickCards.com will allow the user to log in. See section Time Windows. Master setting that governs what role (bundle of rights) the user has. See section Maintain Roles for details. A user can only be granted one Role. If a user needs additional / fewer permissions than those defined in the assigned Role, a SuperUser may either redefine the Role (which will apply to all users with that Role) or give the user a different Role. Master setting that governs the locations where QwickCards.com will allow the user to log in. See section Locations. Master setting that governs the card transaction types QwickCards.com will allow the user to see and use. See section Classes and section 2.10 About Importing Users. Page 72 of 124 (D )

73 5 - Administrative Functions Value Report Classes CPDs Description Master setting that governs the reports QwickCards.com will allow the user to see and use. See section Classes, section Reports, and section 6 Reporting Functions. Master setting that governs what CPDs QwickCards.com will allow the user to see and use. See section Maintain CPDs and section 2.10 About Importing Users. Press the Add User button to save changes in the User Information page, or press the Back button at any time to discard changes. Page 73 of 124 (D )

74 5 - Administrative Functions Figure User Information Page (Add User / Edit User) Page 74 of 124 (D )

75 5 - Administrative Functions Modifying Users The Edit button in each user row of the Maintain Users page launches the User Information page in edit mode for the user in that row. See section Adding Users for details about the User Information page. When finished, press the Update button to save changes, or press the Back button at any time to discard changes. The Reset Password column Reset button will send a new starter password to the user so they can log in if they have forgotten their password or are if their status is set to Blocked. The Change Status column shows an Activate or Deactivate button to toggle the User Status. Table 5-3 lists the possible user statuses with descriptions of each. Users are never deleted from the system s database tables; SuperUsers should set their status to Deactivated. Table User Statuses User Status Activated Deactivated Blocked Imported Description Users are automatically set to Activated when they are first added to the system. They will also be Activated if their password is reset, or if a SuperUser presses the Activate button in the user s row on the Maintain Users page. A user whose status is Deactivated can not log in to the system. SuperUsers can deactivate users by pressing the Deactivate button in the user s row. A user with status set to Blocked has exceeded the maximum allowed number of password attempts when logging in. The user has been imported as part of a batch, and a SuperUser has not yet edited the user record to activate it. See section Imported Users. If a user needs to be assigned a different Access Card (for example, if a user loses the Access Card), a SuperUser can associate a new card with the user by editing the user record and pressing the Change CSN button. The previous card cannot be reused and should be disposed of in a secure manner Viewing User Information The Display button on the user line shows a Logon Information page that shows when the user was added to the system, the last time the user logged in, the number of times a user logged in, the last time the user authenticated an operation, and the user s next password expiration date. The Login Status field shows whether the user is currently logged in. Page 75 of 124 (D )

76 5 - Administrative Functions Imported Users To see a list of users imported into QwickCards.com, select ADMINISTRATIVE > Roles/Users > Imported Users to show the Imported Users page. Only users that have a User Status of Imported will be included in this list. To narrow the list to a specific user or set of users, enter a User ID or Location and press the Search button. Users who have just been imported will generally only have the User ID, First Name, Last Name, and Address populated on the User Information page. To change the User Status from Imported to Active, and to populate additional user information, a SuperUser must press the Edit button in the row. The system will prompt the SuperUser to assign an Access Card, similar to the process described in section Adding Users, and will then launch the User Information page for editing (see section Modifying Users). After the SuperUser sets a user as Active, the system will send the user a starter password, which they can use to log in as soon as the SuperUser provides their Access Card (see section 2.2 How to Log In). After the SuperUser presses the Update button on the User Information page, the system returns to the Imported User page so the SuperUser can process additional imported users. Page 76 of 124 (D )

77 5 - Administrative Functions 5.3 Administrative Devices Menu Items Maintain CPDs A CPD is a Card Personalization Device, which is used to create or encode cards. CPDs include ExpressCard 2000 (EC2000), ExpressCard 1000 (EC1000), ExpressCard 500 (EC500), ExpressCard 500p (EC500p), or IS380 devices. EC1000 and EC2000 are used to create cards which include encoding, printing, and/or embossing. EC500 and EC500p are used to create cards which include encoding and/or printing (no embossing). IS380 is used for encoding transactions, which include Re-PIN and Issue Card transactions (providing the cards are pre-printed and encoded with a unique PAN). SuperUsers can add and modify CPDs by opening Administrative > Devices > Maintain CPDs. On the Maintain CPDs page, the system presents a list of CPDs showing each device s DeviceID, Device Type, Location, and Status, and presents buttons to Activate or Deactivate the device Status, or Edit the CPD s record. Each CPD is required to be registered before it can participate in inventory functions or be available to create and update cards. CPDs can not be removed from the system; a SuperUser should instead set the Device Status to Deactivated. At the top of the Maintain CPDs page is a set of filters that can be used to Search for a specific CPD or set of CPDs, and at the bottom of the page is an Add Device button the SuperUser can press to create a new CPD record. Use the paging buttons at the bottom of the page to view the next / previous page of CPDs. Figure Maintain CPDs Page Page 77 of 124 (D )

78 5 - Administrative Functions Adding CPDs The Add Device button on the Maintain CPDs page adds a new CPD to the system. The system displays the Device Information page shown in Figure 5-7. Figure Device Information Page New CPDs start with their Status set to Deactivated, which means users can not use the devices. The assumption is that a SuperUser adds the CPD to the system deactivated, and when the CPD arrives and is set up at its final Location a SuperUser changes its status to Activated, so the device can then be used. Table 5-4 lists data elements a SuperUser can set when adding a CPD. The fields on the Device Information page are also modifiable later except the Device ID field. Table CPD Data Elements Value Device ID Serial Number Device Type Location Time Window ID Alert Part Number Rev Number Description Description Unique name for the device (no spaces). Can only be set once. Enter the number following the letters SN on the CPD label. The Serial Number must match the label exactly, or the system will not be able to send jobs to it. Select the type of device. Select the location where the CPD is going to be installed. Indicate the Time Window when this CPD can be used to create cards by selecting a time window from the dropdown list. The system will only show the CPD in transaction dropdown lists during the designated time window. See section Time Windows. Optional. Optional information about the device. Optional information about the device. Optional information about the device. Page 78 of 124 (D )

79 5 - Administrative Functions Press the Add Device button to save changes in the Device Information page, or press the Back button at any time to discard changes Modifying CPDs The Edit button in each row of the Maintain CPDs page launches the Device Information page in edit mode for the CPD in that row. See section Adding CPDs for details about the Device Information page. When finished, press the Update button to save changes, or press the Back button at any time to discard changes. The Change Status column of the Maintain CPDs page shows an Activate or Deactivate button to toggle the Device Status. Deactivated CPDs can not be used in inventory management functions or for processing transactions. CPDs are never deleted from the system; SuperUsers should set their status to Deactivated Viewing CPD Information The Display link in each row of the Maintain CPDs page launches the CPD Details page, which shows current statistics about the CPD, including the dates when the device was installed, activated, accessed, and last used, and the users who performed those operations Maintain MSRs A Magnetic Stripe Reader (MSR) is a device attached to a PC workstation where users swipe their Access Cards to log in to the system, and / or securely enter cardholder PINs. MSRs include IPAD and various PCI PIN Entry Devices (PCI PEDs). SuperUsers can add and modify Magnetic Swipe Readers (MSRs) by opening Administrative > Device > Maintain MSRs. On the Maintain MSRs page, the system presents a list of MSRs showing each device s Serial Number, Device Type, Location, and Status, and presents buttons to Activate or Deactivate the MSR s Status, or Edit the MSR s record. Each MSR is required to be registered before it can be used. MSRs can not be removed from the system; a SuperUser should instead set the device s Status to Deactivated. At the top of the Maintain MSRs page is a set of filters that can be used to Search for a specific MSR or set of MSRs, and at the bottom of the page is an Add Device button the SuperUser can press to create Page 79 of 124 (D )

80 5 - Administrative Functions a new MSR record. Use the paging buttons at the bottom of the page to view the next / previous page of MSRs. Figure Maintain MSRs Page Adding MSRs The Add Device button on the Maintain MSRs page adds a new MSR to the system. The system displays the MSR Information page shown in Figure 5-9. Figure MSR Information Page New MSRs start with their Status set to Deactivated, which means users can not use them to log in or to enter cardholder PINs. The assumption is that a SuperUser adds the MSR to the system deactivated, and when the MSR arrives and is set up at its final Location a SuperUser changes its status to Activated. Page 80 of 124 (D )

81 5 - Administrative Functions Table 5-5 lists data elements a SuperUser can set when adding an MSR. The fields on the MSR Information page are also modifiable later except the Device Type and Serial Number. Table MSR Data Elements Value Device Type Serial Number Location Time Window ID Alert Part Number Rev Number Description Description When entering a new MSR, select the device type from the dropdown list. Enter the Serial Number following the SN on the MSR label. The Serial Number must match the label exactly, or it will not allow the user to log in. Select the Location where the MSR is going to be installed. This is a critical piece of information which, paired with the CSN from the user s Access Card, tells the system where the user is located when they attempt to log in. This location is used throughout the user session to determine access levels to system services. Indicate the Time Window when this MSR can be used to log in to QwickCards.com by selecting a time window from the dropdown list. If a user attempts to log in outside the assigned time window, the login will fail. See section Time Windows. Optional. Optional information about the device. Optional information about the device. Optional information about the device. Press the Add Device button to save changes in the MSR Information page, or press the Back button at any time to discard changes Modifying MSRs The Edit button in each row of the Maintain MSRs page launches the MSR Information page in edit mode for the MSR in that row. See section Adding MSRs for details about the MSR Information page. When finished, press the Update button to save changes, or press the Back button at any time to discard changes. The Change Status column of the Maintain MSRs page shows an Activate or Deactivate button to toggle the MSR Status. Deactivated MSRs can not be used to log in or to enter cardholder PINs. MSRs are never deleted from the system; SuperUsers should set their status to Deactivated Viewing MSR Information The Display link in each row of the Maintain MSRs page launches the MSR Details page, which shows current statistics about the MSR, including dates when the device was installed, activated, accessed and last used, and the users who performed those operations. Page 81 of 124 (D )

82 5 - Administrative Functions Open Access Doors Users can open the access door(s) of a CPD directly from QwickCards.com by launching Administrative > Devices > Open Access Doors. The operation requires two users with Open Access Doors and Maintain CPDs rights to log in (see section Maintain Users and section Maintain Roles), and the CPD must have the latest software installed. Note: Both users must have both rights. If you are unsure if the second operator has permission to Open Access Doors, you can check. Go to the Maintain Users page and determine which ROLE they have been assigned. If you are still not certain if both RIGHTs are included in the ROLE, you can look up the RIGHTs that are part of a ROLE under MAINTAIN ROLEs. Page 82 of 124 (D )

83 5 - Administrative Functions QwickCards.com will confirm that the second user has rights to open the doors. They will need to swipe their card and enter their password. QwickCards.com will prompt both users to log in (see section 2.2 How to Log In), then will display the Open Access Doors page with a list of CPDs both users have access to open, and a required Notes field. The user should select a CPD from the Select CPD dropdown list, enter a required comment in the Notes field, and press the Submit button. If the command is successfully submitted to the Transaction Queue, the system will show the Pending Transactions Queue and Exception Transactions Queue (see section 3.5 Transaction Viewer) containing the Open Access Doors transaction the users just initiated. There may be other transactions in the queue as well. The Open Access Doors transaction has higher priority over normal transactions and should appear at the top of the queue, unlike data transactions, which are handled in First-In/First-Out (FIFO) order. Page 83 of 124 (D )

84 5 - Administrative Functions If an error occurs during the Open Access Doors command, the system will move the transaction to Exception Transactions Queue for Delete or Resubmit. Upon successfully executing the command, the CPD s touchscreen will show the Unlatch Case/Door page. Press the Unlatch Access Door button on the touchscreen to unlatch the access door. The CPD gives the user 10 seconds to open the door, then re-latches the door. The user can close the door after performing the intended work inside the CPD. Page 84 of 124 (D )

85 5 - Administrative Functions 5.4 Administrative System Menu Items Locations SuperUsers can set up the locations within their Financial Institution by opening Administrative > System > Locations. Locations are used to determine where users can log in (see section 2.2 How to Log In), where CPD and MSR devices are located (see section Maintain CPDs and section Maintain MSRs), and where product can be transferred to / from (see section 4 Inventory Functions). All locations should be added for new installations before adding groups, users, devices, or products. Locations are associated with Users, Devices and Products. For example, when a SuperUser adds a user, s/he must specify the location(s) where the user is allowed to log in; when installing a device (e.g. CPD or MSR), the SuperUser specifies the location where the device is being installed; when a user logs in, the system determines where the user is logging in based on the location of the MSR where the user swipes the Access Card. At the top of the Maintain Locations page is a set of filters that can be used to Search for a specific Location or set of Locations, and at the bottom of the page is an Add Location button the SuperUser can press to create a new Location. Use the paging buttons at the bottom of the page to view the next / previous page of Locations Adding Locations The Add Location button on the Maintain Locations page adds a new Location to the system. The system displays the Location Information page shown in Figure Page 85 of 124 (D )

86 5 - Administrative Functions Figure Location Information Page Table 5-6 lists data elements a SuperUser can set when adding a Location. The fields on the Location are also modifiable later except the FCN and Location Type. Table Location Data Elements FCN Value Location Type Description The FCN (Financial Center Number) must be a unique identifier within the FI (Financial Institution). There are 2 different Location Types which are loosely defined as follows: Financial Center is a Location where users log in and where devices (CPDs, MSRs) are located (see section Maintain CPDs and section Maintain MSRs). Distribution Center is a Location where product (Card Stock, Ribbons) are received/ordered/shipped (see section 4 Inventory Functions). Location Name Address 1 Address 2 City State Zip Phone Contact Name Contact The system does not formally require any distribution centers to be defined within the FI; products can be added/removed from any Location type. The name of the Location. This is the name the system will show in dropdown lists on pages where a Location must be selected. Optional location address. Optional location address. Optional location address. Optional location address. Optional location address. Optional location phone number. Optional single point of contact for the location. Optional single point of contact for the location. Page 86 of 124 (D )

87 5 - Administrative Functions Value Contact Phone Description Optional single point of contact for the location. Press the Add Location button to save changes in the Location Information page, or press the Back button at any time to discard changes Modifying Locations The Edit button in each row of the Maintain Locations page launches the Location Information page in edit mode for the Location in that row. See section Adding Locations for details about the Location Information page. When finished, press the Update button to save changes, or press the Back button at any time to discard changes. Page 87 of 124 (D )

88 5 - Administrative Functions Classes When a SuperUser creates or edits a card template or a report (see section Templates and section Reports), the system requires that object to be assigned to a single Class, which is essentially a category that then lets SuperUsers grant users access to groups of card templates or reports, rather than one at a time. For example, assume one group of users should have rights to perform the Issue Cards and RePIN Cards functions, and a second group of users should only Issue/RePIN ATM Cards, and a third group of users should only Issue/RePIN Debit cards. A SuperUser might define two Card Template classes: ATM Cards Template Class Debit Cards Template Class In another example, assume one group of users should have rights to run inventory-related reports, and a second group of users should be able to run all other reports. A SuperUser might define two Report Template classes: Inventory Report Class System Report Class The system comes with a pre- defined set of Templates and Reports which a SuperUser can edit and group using Class definitions. They can be widely grouped or narrowly grouped, depending on the Financial Institution s requirements. For example, all card templates could be grouped in one Card Template class called All Cards. Any user who is assigned the All Cards template on the Maintain Users page would be allowed to Issue/RePIN any type of card. To set the list of classes a SuperUser can select from, launch Administrative > System > Classes to open the Maintain Classes page, which shows a list of all the Classes defined in the system s database. At the top of the Maintain Classes page is a set of filters that can be used to Search for a specific Class or group of Classes, and at the bottom of the page is an Add Class button the SuperUser can press Page 88 of 124 (D )

89 5 - Administrative Functions to create a new Class. Use the paging buttons at the bottom of the page to view the next / previous page of Classes Adding Classes The Add Class button on the Maintain Classes page adds a new Class to the system. The system displays the Class Information page shown in Figure 5-11 for Template Classes, and Figure 5-12 for Report Classes. When creating new Classes, some thought should be given to determining an appropriate level of granularity for Card Templates / System Reports. Figure Class Information Page for Template Classes Figure Class Information Page for Report Classes Table 5-7 lists data elements a SuperUser can set when adding a Class. The fields on the Class Information page are also modifiable later except Class Type and Dual Logon. Table Class Data Elements Value Display Name Class Type Description The name of the class that will be displayed in Template Class lists/menus. The type of object the class can be used with (templates or reports). Page 89 of 124 (D )

90 5 - Administrative Functions Value Dual Logon Description Description This field governs whether running this class of reports requires a second user to log in. When this field is True, the system will request a second user to log in before running the report. The second user must also have rights to run this class of report. When defining a Template Class, this field is not selectable. All card templates defined in the system carry the Dual Login designation as defined by the Financial Institution. Optional administrator notes about the class. Press the Add Class button to save changes in the Class Information page, or press the Back button at any time to discard changes Modifying Classes The Edit button in each row of the Maintain Classes page launches the Class Information page in edit mode for the Class in that row. See section Adding Classes for details about the Class Information page. When finished, press the Update button to save changes, or press the Back button at any time to discard changes. Page 90 of 124 (D )

91 5 - Administrative Functions Templates Card Templates are used to instruct QwickCards.com how to process card-related functions. The system comes pre-configured with a Card Template defined for each unique combination of card type and operation. For example, if the Financial Institution offers a particular type of debit card, the system might include an Issue, RePIN, and Batch Card Template for that type of card. SuperUsers primarily can manage what Class each Template belongs to, which allows them to grant users access to sets of Templates all at once instead of one at a time (see section Classes). A SuperUser should define all Classes before editing Templates. To modify a Template, launch Administrative > System > Templates to show the Maintain Templates page, which presents a list of Templates showing the Template ID, Template Name, Product Name, Class Name, Usage, and BIN. At the top of the Maintain Templates page is a set of filters that can be used to Search for a specific Template or set of Templates. Unlike other similar pages on QwickCards.com, there is no add button. Templates are pre-defined by MagTek. To add templates, contact MagTek Support Services. The Edit button in each row of the Maintain Templates page launches the Template Information page in edit mode for the Template in that row, as shown in Figure Page 91 of 124 (D )

92 5 - Administrative Functions Figure Templates Information Page Table 5-8 lists data elements associated with a Template. Only the Display Name and Class are editable. The remaining data is pre-defined. Table Template Data Elements Value Template ID Template Name / Display Name Product Name Class Name / Class Usage BIN Template ID Number Template Name Card Product Name Description Class the Template belongs to (see section Classes) Issue, RePIN, Batch (see section 3.1 Issue Card and section 3.3 Process Batch). Bank Identification Number Press the Update button to save changes in the Template Information page, or press the Back button at any time to discard changes. Page 92 of 124 (D )

93 5 - Administrative Functions Reports Reports are used to monitor various operational aspects of the system (see section 6 Reporting Functions). The system comes pre-configured with a default set of system reports, and the First User also has access to create custom reports (see section Customize Reports). SuperUsers can primarily manage what Class each Report belongs to, which allows them to grant users access to sets of Reports all at once instead of one at a time (see section Classes). A SuperUser should define all Classes before editing Reports. To modify a Report, launch Administrative > System > Reports to show the Maintain Reports page, which presents a list of Reports showing the Report ID, Report Name, and Class Name. At the top of the Maintain Reports page is a set of filters that can be used to Search for a specific Report or set of Reports. Unlike other similar pages on QwickCards.com, there is no add button. Reports are pre-defined, and creating custom reports is restricted to the First User and is done using a separate interface (see section Customize Reports). The Edit button in each row of the Maintain Reports page launches the Report Information page in edit mode for the Report in that row, as shown in Figure Figure Report Information Page Table 5-9 lists data elements associated with a Report. Only the Display Name and Class are editable. The remaining data is pre-defined. Page 93 of 124 (D )

94 5 - Administrative Functions Table Report Data Elements Value Description Report ID Report Name / Display Name Class Name / Class Internal Report ID Number Report Name Class the Report belongs to (see section Classes) Press the Update button to save changes in the Report Information page, or press the Back button at any time to discard changes Customize Reports QwickCards.com is set up by default to provide a pre-defined set of system reports (see section 6 Reporting Functions). The First User also has the ability to add and modify Custom Reports by opening Administrative > System > Customize Reports. This menu item is only available to the First User and can not be made available to other users. At the top of the Maintain Custom Reports page is a dropdown list that can be used to show a list of custom reports in one of two viewing modes: Users With Reports is the default selection, shown in Figure This viewing mode shows a list of users and the total number of reports each user has rights to view (see section Maintain Users for information about editing a user s allowed Report Classes, and section Reports for information about designating which Report Class a given Report belongs to). All Custom Reports is shown in Figure This viewing mode shows a list of all active reports, and presents buttons to Edit the Report or Delete the Report. At the top of the page is a Create Report button the First User can press to create a new Custom Report. Use the paging buttons at the bottom of the page to view the next / previous page of Reports. Figure Customize Reports In "Users With Reports" View Page 94 of 124 (D )

95 5 - Administrative Functions Figure Customize Reports In "All Custom Reports" View Adding Custom Reports The Create Report button on the Maintain Custom Reports page adds a new Custom Report to the system. The system displays the Custom Report Information page shown in Figure Figure Custom Report Information Page The First User should fill in a Report Title (which can not be edited later), then define the fields the Custom Report should include by dragging and dropping from the list of Available Fields on the left into the Drop Fields Below Me list on the right. Selecting a different table in the Available Tables dropdown list at the top of the page will show additional Available Fields. Fields in the Drop Fields Below Me list can also be dragged and dropped to re-order them. Users with the right to view Custom Reports (see section Maintain Roles) will not be able to run them unless the creating user (the First User) grants them explicit permission to do so. To allow a user to run a Custom Report, the First User should press the Set User s Permission button to expand the Custom Report Information page to show a list of users like the one in Figure 5-18, then click each user s name to grant access. Highlighted users are granted access to run the Custom Report. Press the Save button to save changes in the Custom Report Information page, or press the Back button at any time to discard changes. Page 95 of 124 (D )

96 5 - Administrative Functions Figure Custom Report Information Page, Set User's Permission Modifying Custom Reports The Edit button in each row of the Maintain Custom Reports page launches the Custom Report Information page in edit mode for the Custom Report in that row. See section Adding Custom Reports for details about the Custom Report Information page. When finished, press the Save button to save changes, or press the Back button at any time to discard changes. The Delete button in each row of the Maintain Custom Reports page deletes the Custom Report in that row. When deleting a report, the report is removed from all users who have permission to view it. To simply remove permissions for a specific list of users to view the report, use the Edit button instead. Page 96 of 124 (D )

97 5 - Administrative Functions Reorder Levels QwickCards.com provides an automatic re-order function which creates an order when the count of any product in inventory reaches a low level threshold. Orders are recorded in the database but are not electronically sent anywhere. Each Location can have different threshold and re-order quantity values. This function is used to establish or change these values. It is not mandatory to define re-order levels. Reorder calculations are performed once a day. Users can run the Order Status Report to see the status of all orders in the system. SuperUsers can add and modify Reorder Levels by opening Administrative > System > Reorder Levels. On the Maintain Reorder Level page, the system presents a list of Reorder Levels showing all locations and products within the Financial Institution, and their associated Minimum Threshold and Reorder Quantity values. At the top of the Maintain Reorder Level page is a set of filters that can be used to Search for a specific Reorder Level or set of Reorder Levels, and at the bottom of the page is an Add Reorder Level button the SuperUser can press to create a new Reorder Level record. Use the paging buttons at the bottom of the page to view the next / previous page of Reorder Levels Adding Reorder Levels The Add Reorder Level button adds a new Reorder Level to the system. The system displays the Reorder Level Information page shown in Figure Page 97 of 124 (D )

98 5 - Administrative Functions Figure Reorder Level Information Page Table 5-10 lists data elements a SuperUser can set when adding a Reorder Level. The fields on the Reorder Level Information page are also modifiable later except Location and Product. Table Reorder Level Data Elements Location Product Value Minimum Threshold Reorder Quantity Description The location associated with this Reorder Level. See section Locations. The product this Reorder Level is associated with. For information about product types, see section Templates. The low water mark of product inventory quantity where the system will automatically generate when an order. See section 4.5 Order Product for details about orders. The amount of new product the system will generate an order for, when inventory reaches the Minimum Threshold quantity. See section 4.5 Order Product for details about orders. Press the Add button to save changes in the Reorder Level Information page, or press the Back button at any time to discard changes Modifying Reorder Levels The Edit button in each row of the Maintain Reorder Levels page launches the Reorder Level Information page in edit mode for the Reorder Level in that row. See section Adding Reorder Levels for details about the Reorder Level Information page. When finished, press the Update button to save changes, or press the Back button at any time to discard changes. Page 98 of 124 (D )

99 5 - Administrative Functions Time Windows Time Windows are used to restrict when users can log in (see section Maintain Users), when users can issue cards on each CPD (see section Maintain CPDs), and when users can swipe on a given MSR (see section Maintain MSRs). SuperUsers can add and modify Time Windows by opening Administrative > System > Time Windows. On the Maintain Time Window page, the system presents a list of Time Windows showing their Time Window ID and Time Window Name. At the top of the Maintain Time Window page is a filter that can be used to Search for a specific Time Window or set of Time Windows, and at the bottom of the page is an Add Time Window button the SuperUser can press to create a new Time Window record. Use the paging buttons at the bottom of the page to view the next / previous page of Time Windows Adding Time Windows The Add Time Window button on the Maintain Time Window page adds a new Time Window to the system. The system displays the Time Window Information page shown in Figure Page 99 of 124 (D )

100 5 - Administrative Functions Figure Time Window Information Page In the Time Window Name field, enter a description SuperUsers will understand. The system will use this name in tables and dropdown lists wherever Time Windows are shown. Use the Enabled checkboxes to enable/disable a particular day. For each day that is Enabled, fill in the beginning and ending times for the Time Window, in the form HH:MM AM/PM. For example, 5:00 PM, or 00:00 AM for midnight, or 12:00 PM for noon. Press the Add button to save changes in the Time Window Information page, or press the Back button at any time to discard changes Modifying Time Windows The Edit button in each row of the Maintain Time Window page launches the Time Window Information page in edit mode for the Time Window in that row. See section Adding Time Windows for information about the Time Window Information page. When finished, press the Update button to save changes, or press the Back button at any time to discard changes. Page 100 of 124 (D )

101 6 - Reporting Functions 6 Reporting Functions QwickCards.com comes pre-configured with a set of standard reports that meet the report formats defined in the Visa Global Instant Card Personalization Issuance Security Standards. The standard Reports in the Reporting menu provide information about card transactions. To see the Reports menu, a user must have the Run Reports right granted via a Role (see section Maintain Roles and section Maintain Users), and to run a specific Report, the user must have access to the Report Class that Report belongs to (see section Classes and section Maintain Users). Table 6-1 shows the global list of default reports available in the Reporting menu. Table Reporting Menu Report Name Cards Produced Destroy Product Inventory Order Status Processed Cards Reconcile Cards User Activity Custom Reports Description Shows cards that were produced for a range of day(s) Shows the destruction of product for a range of day(s) Shows the inventory level of products within the Financial Institution Shows product orders in the system by location Shows cards processed by the CPDs at specified a locations for a range of days Shows the outcome of Checkout/Checkin functions at specified location(s) Shows activity of logged in QwickCards.com users Opens a new page for running custom reports (if any) the First User created using the Customize Reports menu After a user selects a report from the Reporting menu, the system presents a criteria page with the title of the report at the top. Enter parameters the system will use to select which records to include in the report. The parameters are different for each report. For date fields, type the date directly in the field, or press the Pick Date button to display a calendar to pick from. After entering the criteria, press the Generate Report button (or press the Back button to cancel). The system then shows a Report Viewer page showing the report results. Use the paging buttons at the top of the page to view the First / Previous / Next / Last page of a multi-page report. Select an export format and press the Export button to save the report as a PDF file or Microsoft Excel file for archiving, viewing, sharing, and/or printing. Press the Back button to return to the report parameter entry page, and press the Back button again to return to the QwickCards.com main page. Page 101 of 124 (D )

102 6 - Reporting Functions 6.1 Cards Produced Report Reporting > Cards Produced shows all cards produced by QwickCards.com during the specified range of dates. The report is paginated by location, and includes the date of the transaction, the device that processed the transaction, the Template Name / Product Name, the Cardholder Name / Account Number, the Card Stock outcome and whether and the User IDs of the users involved in the transaction. The final page of the report contains a Duplicated Cards Report. Page 102 of 124 (D )

103 6 - Reporting Functions 6.2 Destroy Product Report Reporting > Destroy Product shows product that has been destroyed from a location s secure storage during the specified date range. The report is paginated by location, and ordered by the date/time of each destruction operation at that location. The final page is a Destroy Product Report (Summary) that reports the total counts of products destroyed within the selected date range. Page 103 of 124 (D )

104 6 - Reporting Functions 6.3 Inventory Report Reporting > Inventory lists product inventory levels at the time the report is run. The report is paginated by location, and ordered by Product Category/Type at each location. The VaultQty(*) columns indicate the count of card stock in each of the possible card stock statuses: (n) = New, (r) = Reusable, and (s) = Spoiled. The Checkout Qty(*) columns show the count of cards checked out to a CPD (d=device) or Working Cache (c=cache). The final page is an Inventory Report (Summary) showing grand totals for all products reported. Page 104 of 124 (D )

105 6 - Reporting Functions 6.4 Order Status Report Reporting > Order Status lists orders in the system (see section 4.5 Order Product and section Reorder Levels for more information about orders). The report is grouped by location and sorted by date/time the order was placed. It shows information about each order, including order status. At the end of the report is a summary page reflecting total order counts. Figure 6-1 shows how an order would appear in the Orders Status Report (Detail) as it progresses through the different order statuses. Figure 6-2 shows a typical Orders Status Report (Detail) for a system with more than one order in process. Page 105 of 124 (D )

106 6 - Reporting Functions Figure Orders In Various Statuses Page 106 of 124 (D )

107 6 - Reporting Functions Figure Sample Orders Status Report (Detail) Page 107 of 124 (D )

108 6 - Reporting Functions 6.5 Processed Cards Report Reporting > Processed Cards lists the total cards processed by the CPDs at specified locations during a specified date range. The report is grouped by Location and by CPDs at that Location, and is sorted by date. The final page, Processed Cards (Summary), shows total counts of cards issued / rejected within the specified date range. The Internal Storage column reflects whether the products were processed from the device or the cache (see section 4.3 Check Out Product for information about devices and caches). Because the issued / rejected counts can be overridden by the user during the Check In Product operation, this report is based on the issued / rejected counts the user enters during the Check In Product process. This report only reports on Product Category of Cards. Page 108 of 124 (D )

109 6 - Reporting Functions Page 109 of 124 (D )

110 6 - Reporting Functions 6.6 Reconcile Cards Report Reporting > Reconcile Cards shows the outcome of Check Out Product and Check In Product functions of all CPDs at specified Locations (see section 4.2 Check In Product and section 4.3 Check Out Product for details about those functions). The report is grouped by reconciliation date, locations, and CPDs at the location, then by Product Category/Type for each of the CPDs. The report only includes a record for card products that have been checked in and reconciled; if a user performed the Check Out Product function within the specified date range, but nobody has performed a corresponding Check In Product function, the system will not include those cards in the report. If the Balanced Outcome column is 0, it indicates the numbers for that card type are in balance. If the numbers do not balance, the Balance Outcome column will show the number of cards (positive or negative) the system determines is out of balance. The Device/Cache column denotes Device or Cache depending on where the user checked out / checked in the product. See section In the Checked In columns, (n) denotes New, (r) denotes Reusable, and (s) denotes Spoiled. Page 110 of 124 (D )

111 6 - Reporting Functions Page 111 of 124 (D )

112 6 - Reporting Functions 6.7 User Activity Report Reporting > User Activity lists all specified types of user activity the system has logged for the selected user during the selected time period. The report is grouped by activity date/time. Page 112 of 124 (D )

113 6 - Reporting Functions 6.8 Card Data Report The PIN Select transaction information is saved on the database for a period of time. A Card Data report allows for reporting on the PIN Select transactions within a period of time. Select the Card Data report from the Reporting menu. If there were PIN Select transactions performed within the date range indicated, they will be shown on the Report Viewer page listed in chronological order (oldest first). Page 113 of 124 (D )

114 6 - Reporting Functions 6.9 Custom Reports The administrator (also known as the SuperUser) of a financial institution has the permission to create, update and delete custom reports. In addition, the administrator can grant permission to users to view custom reports Customize Reports To customize reports, log in as an administrator and select Administrative > System > Customize Reports. (Not all users have the ability to customize reports. They will not see this as an option.) Figure Customize Reports Link Administrator Page The Administrator page consists of a dropdown list and a Create Report button. The dropdown list has two selections: Users With Reports is the default selection. When this selection is active, the page will display a table with the total report count of all users who have permission to the reports. All Custom Reports displays a table with all active reports. All active reports can be edited and deleted. Please note that when deleting a report, the report is removed from all users who have been granted permission. If you only want to remove a specific user, use the Edit button instead. Figure Administrator Page Page 114 of 124 (D )

115 6 - Reporting Functions Figure Users with Reports Create Report To create a report, follow these steps: Figure All Custom Reports 1) Select a table from the Available Tables dropdown list. 2) Insert a Report Title. 3) Drag the desired fields under Available Fields and drop them under the Drop Fields Below Me area. The fields can be moved up or down as desired. 4) Set permission to users, press the Set User s Permission button and select the users. 5) Press the Save button when you are done. Please note: when a report is created by administrator A, administrator B will be able to see it but not be able to run it, unless administrator A giver permission to administrator B. The Back button will bring you back to the Administrator page. Page 115 of 124 (D )

116 6 - Reporting Functions Figure Customize Report Custom Reports Only users who have permission to custom reports will be able to see the Custom Reports link. The administrator has full permission to custom reports that he/she created. Figure Custom Reports Link Page 116 of 124 (D )

117 6 - Reporting Functions Run Custom Report From the Custom Report page, select a report from the table, select the options and press the Run Report button. 1) If the report has a date field, the Date Range filter is available and the date field(s) is/are populated to the Date Type dropdown list. 2) If the report has a location, the Location dropdown filter is available. 3) The Sort By dropdown list contains all the available fields in the report. To sort, select a field and select Ascending or Descending. 4) Click Run Report when done. Please note: the completed report will be in a new pop up window. Figure Custom Reports Page 117 of 124 (D )

118 Appendix A - ExpressCard 1000 / 2000 Image Printer Fonts Appendix A ExpressCard 1000 / 2000 Image Printer Fonts The Issue cards page supports an ampersand (&) and apostrophe (') in business name fields. A.1 Custom Fonts AMEX.TTF GOTHIC_EMBOSS.TTF MAGTEK 7B EMBOSS.TTF MAGTEK 7B EMBOSS-C.TTF REARINDENT.TTF NEW VISA_ELECTRON.TTF WINGDNG3.TTF PrecisionID OCR A1.TTF PrecisionID OCR B1.TTF PrecisionID OCR B4.ttf Page 118 of 124 (D )

119 Appendix A - ExpressCard 1000 / 2000 Image Printer Fonts A.2 Standard Windows Fonts 8514fixr.fon 8514oem.fon 8514oemr.fon 8514sysr.fon app850.fon arial.ttf arialbd.ttf arialbi.ttf ariali.ttf ariblk.ttf cga40850.fon cga40woa.fon cga80850.fon cga80woa.fon comic.ttf comicbd.ttf cour.ttf courbd.ttf courbi.ttf coure.fon courf.fon couri.ttf dosapp.fon ega40850.fon ega40woa.fon ega80850.fon ega80woa.fon framd.ttf framdit.ttf georgia.ttf georgiab.ttf georgiai.ttf georgiaz.ttf impact.ttf lucon.ttf l_10646.ttf marlett.ttf micross.ttf modern.fon pala.ttf palab.ttf palabi.ttf palai.ttf script.fon serife.fon seriff.fon smalle.fon smallf.fon sserife.fon sseriff.fon svgasys.fon symbol.ttf symbole.fon symbolf.fon tahoma.ttf tahomabd.ttf times.ttf timesbd.ttf timesbi.ttf timesi.ttf trebuc.ttf trebucbd.ttf trebucbi.ttf trebucit.ttf upcebi.ttf verdana.ttf verdanab.ttf verdanai.ttf verdanaz.ttf vga850.fon vga852.fon vgaf874.fon vgafix.fon vgafixe.fon vgafixg.fon vgafixr.fon vgaoem.fon vgasys.fon vgasyse.fon vgasysg.fon vgasysr.fon webdings.ttf wingding.ttf Page 119 of 124 (D )

120 Appendix B How to Update ExpressCard Software B.1 ExpressCard ) Power on the ExpressCard 1000 and wait until device is ready. 2) From a remote PC, access the web page (USE SERIAL NUMBER OF YOUR UNIT). Example: OR 3) Select the Software Upload link. 4) Browse to the folder containing the file named mtecupdate.cab, press the Open button, then press the Send button. A message will display: <UploadStatus> <Status>PENDING</Status> <Description>File Copied Successfully. Update will be performed during next reboot.</description> </UploadStatus> MagTek I 1710 Apollo Court I Seal Beach, CA I Phone: (562) I Technical Support: (888)

121 Appendix B - How to Update ExpressCard Software 5) The device will automatically restart twice. Wait until the ExpressCard is ready. Access the web page and select the Upload Status link. When the device has completed the update, a message will display: <UploadStatus> <Status>SUCCESS</Status> <Description>OK</Description> </UploadStatus> 6) Update is complete. B.2 ExpressCard 2000 For step-by-step instructions to update the ExpressCard 2000 software, see D ExpressCard 2000 Installation and Operation Manual. Page 121 of 124 (D )

122 Appendix C - Appendix C - How to Set Up a Java Applet Appendix C Appendix C - How to Set Up a Java Applet To set up the MTPPSCRANET Libraries, follow these steps: 1) Click Setup.exe to download the installation package where will the end-user get access to this installation package? Will visiting the URL auto or prompt the download and install? 2) Open the folder that contains the Setup.exe, right-click the Setup.exe and select Run as administrator. The installer will place all dependencies in appropriate paths. C.1 How to Set Up the Java Library With the 32-bit JRE/JVM MagTek highly recommends using the 32-bit version of Java when using the PCI PED Java applet, regardless of whether you are using a 32-bit or 64-bit version of Windows. To set up and run the QwickCards using the 32-bit version of Java on either a 32-bit or 64-bit version of Windows, follow these steps: 1) Uninstall any existing instances of the 64-bit Java Runtime Environment (JRE) or Java Development Kit (JDK). Leaving them installed can cause runtime failures, as the library may fail to load. 2) Download and install the latest version of the 32-bit Java Runtime Environment (JRE) from 3) Connect the device to the workstation using a USB cable (or Ethernet using the DHCP IP address given to a DynaPro connected to the network?). Windows will install the device drivers automatically. Wait for Windows to report the driver installation is complete. 4) Open Internet Explorer as an administrator. 5) If you are using a 64-bit version of Windows with IE8 or IE9, make sure to launch directly in 32-bit mode using the iexplore.exe found in C:\Program Files (x86). Verify you are running in 32-bit mode using the Help > About menu. 6) If you are running a 64-bit version of Windows with IE10 or higher, choose the Internet options that enable 32-bit mode / disable Protected Mode for the zone you are accessing. Also turn OFF the checkbox for Enhanced Protected Mode in the Internet Options > Advanced tab. Page 122 of 124 (D )

123 Appendix C - Appendix C - How to Set Up a Java Applet 7) If you changed the value of the Enable Enhanced Protected Mode checkbox, restart Windows. 8) Open Windows Task Manager (Ctrl-Alt-Del > Start Task Manager). 9) Open the Processes tab and sort by Image Name. 10) Note the number and location of all iexplore.exe *32 processes. 11) In Internet Explorer, navigate to 12) In the Windows Task Manager Processes tab, find the new process for the Internet Explorer tab you just opened and make sure it is running in 32-bit mode (iexplore.exe *32 instead of iexplore.exe). Page 123 of 124 (D )

124 Appendix C - Appendix C - How to Set Up a Java Applet 13) Close the Windows Task Manager window. 14) Internet Explorer will display a welcome page and will pop up a Do you want to run this application? window. Press the Run button to run the Java applet. 15) Check the box for Do not show this again so you will not need to install this again. Page 124 of 124 (D )