DEPOSITPARTNER REQUIREMENTS AND HELP REFERENCE

Transcription

1 DEPOSITPARTNER REQUIREMENTS AND HELP REFERENCE Johnson Bank Treasury Management Support Center Support is available Monday Friday from 8:00 a.m. 6:00 p.m. CT TABLE OF CONTENTS System Requirements... 2 Other Johnson Bank Requirements... 3 Miscellaneous... 4 Verifying System Requirements on Windows Vista... 5 Verifying System Requirements on Windows Verifying System Requirements on Windows 8 and Verifying System Requirements on Windows Verifying System Requirements on Mac OS X Scanner Maintenance Last Updated 10/27/2017 Page 1

2 SYSTEM REQUIREMENTS Hardware Pentium GHz Core 2 Duo 2.0 GHz 2GB RAM 40 GB Free Hard Drive 1024X768 Video Resolution (for best results) Network Card USB 2.0 or SCSI Adapter for support of the specific site scanner Broadband Internet Access A check scanner Operating Systems (OS) Windows Vista (32 bit or 64 bit) Windows 7 (32 bit or 64 bit) Windows 8 (32 bit or 64 bit) Windows 8.1 (32 bit or 64 bit) Windows 10 (32 bit or 64 bit) Mac OS X Yosemite 10.X Mac OS X El Capitan 10.X Mac OS X Sierra 10.X Note: Mac OS X is only supported for the DepositPartner Web product using the Panini mi:deal scanner. Browsers and Software Windows OS o Internet Explorer 9.0, 10.0, 11.0 o Adobe PDF Viewer o DepositPartner (provided by Johnson Bank) o Microsoft Visual C Redistributable * o Microsoft Visual C Redistributable (x86) * o.net * Mac OS o Chrome - Minimum version 40 o Safari Minimum version 8 o Adobe PDF Viewer *Available for free at Microsoft.com Last Updated 10/27/2017 Page 2

3 OTHER JOHNSON BANK REQUIREMENTS The DepositPartner workstation should be separated from the Internet by a firewall, or at a minimum a cable/dsl router performing NAT (Network Address Translation). The DepositPartner workstation should be running Antivirus software. The virus definitions/signatures should be regularly updated. The DepositPartner workstation should have Windows security patches updated regularly. The DepositPartner workstation should be restricted from the general populace at the clients site. Add domain of as a trusted internet site. Open ports 80 & 443 bi-directionally on your firewall. Your scanner kit will include: Choice of Warranty Ink cartridge, Cleaning Kit, and Secure Disposable check bags USB Cable and Power Supply Contact Information Keep the original box the scanner came in for future use Last Updated 10/27/2017 Page 3

4 MISCELLANEOUS Implementation takes approximately ten days from the day of order to installation A welcome with all user IDs will be ed to the DepositPartner Administrator for clients who use the Desktop application. Scan only checks DepositPartner will create a virtual deposit slip and virtual endorsement Cutoff time of 7:00 p.m. CT for same day credit of deposit, deposits received after 7:00 p.m. CT will be credited the next business day Keep checks in locked, fire resistant case under dual control Checks should be kept for 30 days and then SHREDDED Deposit history will remain on DepositPartner for 35 days Deposit reports can be exported to excel or PDF formats for desktop application users and csv or PDF formats for web application users. Use computer accessible by all users Last Updated 10/27/2017 Page 4

5 VERIFYING SYSTEM REQUIREMENTS ON WINDOWS VISTA Step 1: Verify the following three requirements: Pentium GHz Processor 2G RAM Operating System - Windows Vista (32 or 64 Bit) Right click on My Computer and choose Properties. Windows Vista Service Pack 2 This is where you see processor speed and GB of RAM. This is where you see whether it is 32 or 64 bit operating system. Last Updated 10/27/2017 Page 5

6 Step 2: 1024x768 Video Resolution Right click on the desktop and choose Personalize. Choose Display Settings. This is where you can verify the Video Resolution. Step 3: 40GB Hard Drive Open My Computer, right click on C:/ and choose Properties. Should be at least 40 GB Hard Drive Once the hard drive space is verified, close out of Properties. Last Updated 10/27/2017 Page 6

7 Step 4:.Net 4.6 Open My Computer and choose Uninstall or Change a Program. Scroll through the list and look for Microsoft.Net Framework 4.6 Step 5: Network Card PROCEDURE: Make sure you are using high speed internet. Dial up is not acceptable. Last Updated 10/27/2017 Page 7

8 Step 6: USB 2.0 or SCI Adapter for support of the specific site scanner Right click on My Computer and select Manage. In the left pane, click on Device Manager. In the right pane, scroll to the bottom to click on the + next to Universal Serial Bus Controllers. In the list you should see something similar to Intel USB2 Enhanced Host Controller. The USB2 indicates that there is a USB 2.0 port on the PC. Once this is verified, close out of My Computer. Last Updated 10/27/2017 Page 8

9 VERIFYING SYSTEM REQUIREMENTS ON WINDOWS 7 Step 1: Verify the following three requirements: Pentium GHz Processor 2G RAM Operating System - Windows 7 (32 or 64 Bit) Right click on the Computer icon and choose Properties. This is where you see processor speed and GB of RAM. This is where you see whether it is 32 or 64 bit operating system. This will verify all three requirements above. Last Updated 10/27/2017 Page 9

10 Step 2: 1024x768 Video Resolution From the Properties screen, select Performance Information and Tools located in the lower left hand column. Select View and print detailed performance and system information. Last Updated 10/27/2017 Page 10

11 The following screen will display. This is where you can verify the Video Resolution. Once you have verified the Video Resolution, close the screens for Performance Information and Tools and the Control Panel. Step 3: 40GB Hard Drive From the start menu, click on Computer and select Properties Last Updated 10/27/2017 Page 11

12 Right click on Local Disk (C:) and select Properties This will show how much Free space is available This should be at least 40 GB Free space Last Updated 10/27/2017 Page 12

13 Step 4:.Net 4.6 Open the Control Panel (located within the start menu) and select Programs and Features. Scroll through the list and look for Microsoft.Net Framework 4.6 or higher. This should reflect.net version 4.6 or higher is installed. Last Updated 10/27/2017 Page 13

14 Step 5: Network Card PROCEDURE: Make sure you are using high speed internet. Dial up is not acceptable. Step 6: USB 2.0 or SCI Adapter for support of the specific site scanner From the Control panel, select Device Manager Scroll to the bottom and expand the Universal Serial Bus controllers section (click on the arrow next to the name). Last Updated 10/27/2017 Page 14

15 In the list you should see something similar to Standard Enhanced PCI to USB Host Controller. Once this is verified, close the Device Manager and the Control Panel. Last Updated 10/27/2017 Page 15

16 VERIFYING SYSTEM REQUIREMENTS ON WINDOWS 8 AND 8.1 Step 1: Verify the following three requirements: Pentium GHz Processor 2G RAM Operating System - Windows 8, 8.1 (32 or 64 Bit) Click on the Windows Icon which brings the Start menu and click on the magnifying glass icon. Type in Control Panel and click on Control Panel icon Last Updated 10/27/2017 Page 16

17 Click on Systems and Security Choose System This is where you see processor speed and GB of RAM This is where you see whether it is 32 or 64 bit operating Once these requirements are verified, close out of the System screen. Keep the control panel open for Step 2. Last Updated 10/27/2017 Page 17

18 Step 2: 1024x768 Video Resolution From the Control Panel, click on Appearance and Personalization Select Display Choose Change Display settings Last Updated 10/27/2017 Page 18

19 This is where you can verify the Video Resolution Once verified, close the Screen Resolution page. Step 3: 40GB Hard Drive From the control panel, click on System and Security Last Updated 10/27/2017 Page 19

20 Select Administrative Tools Right click on the C:\drive and choose Properties Last Updated 10/27/2017 Page 20

21 This should show at least 40 GB Free Drive Once the hard drive space is verified, close out of Properties. Step 4:.Net 4.6 Open the Control Panel (located within the start menu) and select Programs. Last Updated 10/27/2017 Page 21

22 Under Programs and Features, select Turn Windows features on or off This will list the most recent version of.net framework that is installed. Verify that.net 4.6 or higher is installed. Step 5: Network Card PROCEDURE: Make sure you are using high speed internet. Dial up is not acceptable. Last Updated 10/27/2017 Page 22

23 Step 6: USB 2.0 or SCI Adapter for support of the specific site scanner From the control panel, select Hardware and Sound Under Devices and Printers, select Device Manager Last Updated 10/27/2017 Page 23

24 In the list you should see something similar to Standard Enhanced PCI to USB Host Controller. Once this is verified, close the Device Manager and the Control Panel. Last Updated 10/27/2017 Page 24

25 VERIFYING SYSTEM REQUIREMENTS ON WINDOWS 10 Step 1: Verify the following three requirements: Pentium GHz Processor 2G RAM Operating System - Windows 10 (32 or 64 Bit) Next to the Windows Icon on your lower banner bar, in the Search the web and Windows box, type in Control Panel. Once Control Panel shows, click on the name. Click on Systems and Security Last Updated 10/27/2017 Page 25

26 Choose System This is where you see processor speed and GB of RAM This is where you see whether it is 32 or 64 bit operating Once these requirements are verified, close out of the System screen. Keep the control panel open for Step 2. Last Updated 10/27/2017 Page 26

27 Step 2: 1024x768 Video Resolution From the Control Panel, click on Appearance and Personalization Select Display Choose Change Display settings Last Updated 10/27/2017 Page 27

28 This is where you can verify the Video Resolution Once verified, close the Screen Resolution page. Step 3: 40GB Hard Drive From the control panel, click on System and Security Last Updated 10/27/2017 Page 28

29 Select Administrative Tools Right click on the C:\drive and choose Properties Last Updated 10/27/2017 Page 29

30 This should show at least 40 GB Free Drive Once the hard drive space is verified, close out of Properties. Step 4:.Net 4.6 Open the Control Panel (located within the start menu) and select Programs. Last Updated 10/27/2017 Page 30

31 Under Programs and Features, select Turn Windows features on or off This will list the most recent version of.net framework that is installed. Verify that.net 4.6 or higher is installed. Step 5: Network Card PROCEDURE: Make sure you are using high speed internet. Dial up is not acceptable. Last Updated 10/27/2017 Page 31

32 Step 6: USB 2.0 or SCI Adapter for support of the specific site scanner From the control panel, select Hardware and Sound Under Devices and Printers, select Device Manager Last Updated 10/27/2017 Page 32

33 In the list you should see something similar to Standard Enhanced PCI to USB Host Controller. Once this is verified, close the Device Manager and the Control Panel. Last Updated 10/27/2017 Page 33

34 VERIFYING SYSTEM REQUIREMENTS ON MAC OS X Step 1: Verify the following three requirements: Pentium GHz Processor 2G RAM Operating System - Mac OS X Yosemite 10.10, El Capitan 10.11, or Sierra Click on the Apple icon in the top left, and select About this Mac. This is where you see Operating System. This is where you see processor speed and RAM Step 2: Verify the following requirement: 1680 X 1050 Video Resolution Click on Displays Last Updated 10/27/2017 Page 34

35 Step 3: Verify the following requirement: 40GB Hard Drive Click Storage Return to the Overview tab Should be at least 40 GB Hard Drive Step 4: Verify the following requirement: USB 2.0 or SCI Adapter for support of the specific site scanner Click System Report. Under Hardware, click USB You should see USB 2.0 Bus. Indicates that there is a USB 2.0 on the Return to the Overview screen Step 5: Verify the following requirement: Network Card Make sure you are using high speed internet. Dial up is not acceptable. Last Updated 10/27/2017 Page 35

36 QUICK TROUBLESHOOTING EFFORTS BEFORE CALLING THE TREASURY MANAGEMENT SUPPORT CENTER If your scanner is not communicating with your PC: Unplug the scanner USB cable from the PC and then plug it back in. Reboot your PC If you continue to have issues, call our Treasury Management Support Center at SCANNER MAINTENANCE To ensure optimal image quality, suggested cleaning maintenance should be performed every 3,000 items or if the image quality is compromised. A scanner cleaning kit was included with your scanner order. Additional cleaning kits are also available for purchase by completing the Supply Order Form located at Last Updated 10/27/2017 Page 36

37 PC REQUIREMENT DEFINITIONS Pentium GHz or Core 2 Duo 2.0 Processor is the speed of the computers processor meaning how fast or slow the program is going to run. If the GHz is lower than what is specified, the application will run slower than expected. If the GHz is higher than what is specified, the application will run faster than expected. 2G RAM is a group of memory chips which functions as the computer s primary workspace. When DepositPartner is running it takes up a full gig of RAM. The extra gig of RAM is for other applications on the user is running on their PC. Video Resolution refers to the sharpness and clarity of an image. If the PC is not set to 1024x768 then the user may not see the entire DepositPartner application. Hard Drive on the Local Disk C:\ is a device used to store information within a computer, such as programs and data. All of the configurations for DepositPartner are installed to the C:\. For Smart clients, the scanned check images stay on their PC for 30 days and are stored in the C:\. Network Card is a piece of computer hardware designed to provide for computer communication over a computer network. USB 2.0 port is a widely used hardware interface for attaching peripheral devices. The Digital Check scanners need to be connected to a USB port to work at their rated speed. SCSI Adapter is the controlling electronics for SCSI (Small Computer System Interface) contained on a printed circuit board that plugs into the computer s motherboard. Note: The Digital Check scanners need to be connected to a USB 2.0 Port or a SCSI Adapter in order for them to run at their rated speed. Broadband Internet Access is a high data-transmission rate internet connection. Windows Vista (32 or 64 bit) SP1, Windows 7 (32 or 64 bit), Windows 8 (32 or 64 bit), Windows 8.1 (32 or 64 bit), or Windows 10 (32 or 64 bit) is the operating system that the PC is running on..net 4.6 is an environment for building, deploying, & running Web Service and other applications. For Smart client users, the application will not install if the client does not have.net 4.6 Framework. For Web users, the application will not run properly if the client does not have.net 4.6 Framework. Microsoft Visual C Redistributable & Microsoft Visual C Redistributable (x86) is a required download due to the coding built within the DepositPartner program in order for the application to run. Last Updated 10/27/2017 Page 37