Remote Deposit Service Online

Transcription

1 Remote Deposit Service Online Windows 7 and Internet Explorer Installation Guide NSB

2 This manual contains proprietary and confidential information of Bank of America and was prepared by the staff of Bank of America. This user guide may not be reproduced or disclosed to others in whole or in part without the written permission of Bank of America. Permitted reproductions shall bear this notice and the Bank of America copyright notice. The user of this user guide acknowledges the rights of Bank of America in the contents and agrees to maintain this user guide and its contents in confidence. Bank of America Member FDIC 2010 Bank of America Corporation All rights reserved. None of the enclosed material may be reproduced or published without permission of Bank of America NSB digital library number and publication date Windows and Internet Explorer are registered trademarks of Microsoft Corporation.

3 Contents Special Instructions for clients using Microsoft Windows 7 with Remote Deposit Service Online... 1 Prior to Installation of the Windows 7 work around:... 1 Installing the scanner drivers for use with Windows 7:... 2 Special Instructions for clients using Windows 7 and Internet Explorer 8 with Remote Deposit Service Online... 6 Prior to Installation of the Windows 7 work around:... 6 Installing the scanner drivers for use with Windows 7:... 7 Special Instructions for clients using Internet Explorer 8 with Remote Deposit Service Online... 11

4 Special Instructions for clients using Microsoft Windows 7 with Remote Deposit Service Online Although Windows 7 is not been fully certified for use with Remote Deposit Service Online, the below work around may be used in cases where an operating system upgrade has been pushed to your PC or you have purchased a PC with Windows 7 as the operating system. Please note that these are instructions for making the product work better for you, not a guarantee for seamless service. Prior to Installation of the Windows 7 work around: 1. Verify that you are using one of the below operating systems. Microsoft Windows 7 (all versions) 32-bit Microsoft Windows 7 64-bit (except for Panini scanners) 2. Confirm you have Full Administrative Privileges to the PC. 3. Confirm there are no scanner drivers loaded to the PC that will be used for Remote Capture. If any of the following items are located on your PC, complete a full uninstall of these items (including a reboot) prior to performing the Windows 7 compatibility steps Under device manager- with scanner plugged in and turned on, confirm you do not see any of the following devices: o TS Device o TS 215/ /4120 (any version) o Tellerscan (with any extension) o Panini (with any extension) o My Vision X o CX30 Under Control Panel/Programs/Programs and features o Tellerscan o Panini (with any extension) o My Vision o Remote Deposit Web Client o Passport Web Client o Windows driver package-digital Check Corp

5 Installing the scanner drivers for use with Windows 7: 1. Log in to your client access portal: a. Bank of America Direct - then Receipts and Remote Deposit Service Online b. CashPro Online- then Remote Deposit 2. Turn off your scanner and unplug the USB cable from your PC. 3. From the Welcome screen, click Create New Deposit (you will then be prompted to install the driver). 4. Choose your scanner model and save the Executable to your Desktop IMPORTANT: Do Not RUN the executable at this time. 5. Locate the executable saved to your desktop using the below chart: Scanner Model TS215/220/230 TS4120 CX30 Panini Executable Name TS220_230.exe 4120.exe CX30.exe Panini.exe 6. Right-Click on the executable and choose Properties. 7. Click on the Compatibility tab.

6 8. Check the box that says Run this program in compatibility mode for: 9. From the drop down list, select Windows Vista (Service Pack 2). 10. Click OK. RDSO Windows and IE Installation Guide 11. Double-click the executable on the desktop and follow the prompts to install the driver. Once the installation is complete you will receive a Finish button, choose Finish to complete the installation. 12. Navigate to the location where the driver was installed. Typically, C:\Program Files\NCR\Passport Web Edition 13. Right-Click pwecsrvc and choose Properties.

7 14. Click the Compatibility tab. 15. Click the Change settings for all users button (near the bottom). 16. Under the Compatibility Mode heading, select the Run this Program in Compatibility Mode For check box. 17. From the drop down list, select Windows Vista (Service Pack 2). 18. Click OK, then OK again.

8 19. Plug scanner into PC by way of the USB cord, turn scanner ON. 20. Restart the driver: Choose START or (lower left corner of desktop)>all Programs>Remote Deposit Web Client>Restart Web Client Driver Should you run into any issues while performing these above steps or after they have been completed, please contact Image Customer Care at

9 Special Instructions for clients using Windows 7 and Internet Explorer 8 with Remote Deposit Service Online Although Windows 7 is not been fully certified for use with Remote Deposit Service Online, the below work around may be used in cases where an operating system upgrade has been pushed to your PC or you have purchased a PC with Windows 7 as the operating system. Please note that these are instructions for making the product work better for you, not a guarantee for seamless service Prior to Installation of the Windows 7 work around: 1. Verify that you are using one of the below operating systems. Microsoft Windows 7 (all versions) 32-bit Microsoft Windows 7 64-bit (except for Panini scanners) 2. Confirm you have Full Administrative Privileges to the PC. 3. Confirm there are no scanner drivers loaded to the PC that will be used for Remote Capture. If any of the following items are located on your PC, complete a full uninstall of these items (including a reboot) prior to performing the Windows 7 compatibility steps Under device manager- with scanner plugged in and turned on, confirm you do not see any of the following devices: o TS Device o TS 215/ /4120 (any version) o Tellerscan (with any extension) o Panini (with any extension) o My Vision X o CX30 Under Control Panel/Programs/Programs and features: Tellerscan o Panini (with any extension) o My Vision o Remote Deposit Web Client o Passport Web Client o Windows driver package-digital Check Corp

10 Installing the scanner drivers for use with Windows 7: 1. Login to your client access portal: a. Bank of America Direct - then Receipts and Remote Deposit Service Online b. CashPro Online - then Remote Deposit 2. Turn off your scanner and unplug the USB cable from your PC. 3. From the Welcome screen, click Create New Deposit (you will then be prompted to install the driver). 4. Choose your scanner model and save the Executable to your Desktop IMPORTANT: Do Not RUN the executable at this time. 5. Locate the executable saved to your desktop using the below chart: Scanner Model TS215/220/230 TS4120 CX30 Panini Executable Name TS220_230.exe 4120.exe CX30.exe Panini.exe 6. Right-Click on the executable and choose Properties.

11 7. Click on the Compatibility tab. 8. Check the box that says Run this program in compatibility mode for: 9. From the drop down list, select Windows Vista (Service Pack 2) 10. Click OK. 11. Double-click the executable on the desktop and follow the prompts to install the driver. Once the installation is complete you will receive a Finish button, choose Finish to complete the installation. 12. Navigate to the location where the driver was installed.

12 Typically, C:\Program Files\NCR\Passport Web Edition RDSO Windows and IE Installation Guide 13. Right-Click pwecsrvc and choose Properties. 14. Click the Compatibility tab. 15. Click the Change settings for all users button (near the bottom). 16. Under the Compatibility Mode heading, select the Run this Program in Compatibility Mode For check box. 17. From the drop down list, select Windows Vista (Service Pack 2). 18. Click OK, then OK again.

13 19. Plug scanner into PC by way of the USB cord, turn scanner ON. 20. Restart the driver: Choose START or (lower left corner of desktop)>all Programs>Remote Deposit Web Client>Restart Web Client Driver

14 Special Instructions for clients using Internet Explorer 8 with Remote Deposit Service Online 1. Open a new internet browser window 2. From the browser toolbar, Choose Tools 3. Choose Internet Options 4. Click on the Security Tab 5. Click on Internet 6. Click on Custom Level

15 1. Scroll through the security settings until you find Display Mixed Content (halfway down the list). 2. Click Enable. 3. Click OK. 4. When the pop up security warning appears, click yes.

16 5. Click on Trusted Site then Custom Level. 6. Scroll through the security settings until you find Display Mixed Content (halfway down the list). 7. Click Enable. 8. Click OK.

17 9. When the security pop up appears, click yes. 10. With Trusted Sites still chosen, choose Sites. 11. If *.bankofamerica.com is not listed under the Websites area, uncheck the box that says require server verification ( for all sites in this zone, enter *.bankofamerica.com in the Add this website to the zone:, choose Add, and then OK.

18 12. Choose OK at the bottom of the Internet Options box to finalize all of the created changes. 13. Close out of the Internet Browser and re-launch. When Creating a New Deposit in the Remote Deposit Service Online choose NO to the below security question. Should you run into any issues while performing these above steps or after they have been completed, please contact Image Customer Care at