Table of Contents
Internet Explorer Trusted Sites 2
Verify ActiveX Controls for Microsoft.net 3
Verify Workstation Configuration Compliance 8
Minimum Client PC Requirements 11
Install CAS Security Policy 12
Install Scanner Driver - Panini Vision X 13
Install Scanner Driver – Panini I-Deal 16
Install Scanner Driver – Burroughs Elite 24
Remote Deposit Capture Installation Instructions
It is necessary to install a scanner driver and change settings on the designated PC to enable the remote deposit system to run successfully. This guide will outline the steps necessary to take in order to enable the service.
Internet Explorer Trusted Sites
The web remote capture client is designed to be run as a trusted site. The financial institution’s website must be part of a Trusted Sites zone in Internet Explorer on the client machine. Establish a trust to the web server so that Internet Explorer can verify the identity of the remote capture application and know that the program comes from a known, reliable source.
These steps are required for ALL customers, regardless of scanner type.
1. Open Internet Explorer
2. Go to “Tools” > “Internet Options”
3. In the Internet Options window, select the “Security tab” 4. Highlight “Trusted Sites” from the web content zones at the top 5. Click the” Sites” button
6. Enter the URLs
a. https://wausaudl.com
b. https://www.farmingtonbankct.com
c. https://ebanking.farmingtonbankct.com
i. Remote Capture uses HTTPS (server verification). If the box to ensure the checkbox to require server verification is checked, it may remain checked. If it is unchecked, this will not reduce the security of the remote capture application.
Verify ActiveX Controls for Microsoft.net
1. While still in the” Internet Options” screen, click “Custom Level” for the Security Level at the bottom of the screen.
2. For the following .NET Framework Reliant Components and ActiveX Controls, ensure the Security Settings are set to Enable:
b. ActiveX Controls and Plug‐ins:
i. Run ActiveX controls and plug‐ins – ENABLE
ii. Script ActiveX controls marked safe for scripting –ENABLE
3. Click “OK” to save your changes and close the window 4. Click on the “Advanced” tab
5. Verify that Do Not Save Encrypted Pages to Disk is unchecked. If it is checked it can cause several problems on the system:
Verify Workstation Configuration Compliance
Perform a pre‐assessment inventory of the Client Workstation PC to ensure it has enough hard drive space and memory available, the proper third‐party applications and patches are installed, and all other necessary components are verified before beginning installation. A System Requirements Test utility automatically verifies the workstation configuration complies with minimum system requirements.
1. Log in to Farmington Bank online banking and launch the Remote Deposit Capture link from the Commercial online banking platform.
2. Choose the “Installation” Tab from the left navigation menu.
4. Click “Run” - a series of tests is run on the workstation and a detailed list of results is displayed. The utility provides warn, pass, or fail messages to the operator.
Note: In addition, a log file is created that can be viewed by the central site to ensure the PC meets necessary
requirement.
The results display the following information:
Test Name Identifies the configuration test performed Result Displays status of the completed test:
Pass ‐ configuration meets minimum standards
Warn ‐ configuration is below minimum standards and Remote Deposit Capture may not perform optimally Fail ‐ configuration will not support Remote Deposit Capture should be upgraded before continuing with
To test a non‐standard network configuration, click the “Advanced Network Configuration” button. 1. Configure the proxy settings according to your site’s network policy.
Note: Auto-detect uses the same proxy settings from Internet Explorer and manual can be set up to use a specific
proxy URL and user credentials.
2. Select “OK” to accept the proxy setting.
3. To rerun the system validation utility select ”Repeat Test” 4. When complete, click “Close”
Minimum Client PC Requirements
• Operating System: Windows Vista (all 32‐bit versions), or Windows 7 Ultimate and Basic (32‐bit and 64‐bit versions), or Windows 8 and 8.1Pack 4, Windows Vista (all 32‐bit versions), or Windows 7 Ultimate and Basic (32‐bit and 64‐bit versions).
• RAM (Memory): Minimum Requirement: 1G RAM
• Processor: Intel Pentium 3 or compatible 2.4 GHz or higher processor • Primary Hard Drive: 200MB available hard drive space
• Scanner Connections/Ports: One available USB 2.0 port • Screen Resolution: Screen Resolution of 1024 x 768 or higher
• Software Dependencies: The following software components are necessary for application to operate correctly and should be loaded or installed prior to the remote capture installation process.
• Internet Explorer: Internet Explorer 8.x or higher
o Remote Deposit Capture will not function properly in any browser other than IE. • NET Framework: Microsoft .NET Framework 2.0 or higher
• Adobe (Acrobat Reader) Adobe Reader 9.5 or higher
o Note: Reports are delivered as .HTML and Adobe. Some are provided in Adobe only (Quickbooks Reports, Research Reports and Training documents).
• Windows Login Rights: The following Windows rights are required to access the relevant functions for remote capture.
o Administrator Rights: Users will require local administrator access to the workstation to install the security policy and perform first‐time capture.
o Power User Rights: Users will require power user rights to operate the client application and allow the system to cache information during capture.
o Note This test bypassed if Windows Vista is detected. • WinZip Utility: WinZip 8.0 or higher installed
Install CAS Security Policy
Once you have conducted your pre‐installation preparation, you are ready to connect to the Remote Capture web server and install the scanner drivers and security policies. The Installshield intelligently progresses through much of the installation without the need for user interaction.
These steps is required for ALL customers, regardless of scanner type.
1. Ensure your scanner is NOT connected to the PC.
2. At the main Remote Capture screen, click the” Installation” button from the main menu. 3. Install CAS Security Policy
4. Click the “Install” button
Install Scanner Driver
1. Once CAS Security Policy is installed, begin to install the scanner. 2. Select the relevant scanner from the dropdown list.
Scanner Type Feed Scanner Driver Selection
Panini Vision X Multi Panini Vision X Panini I-Deal Single Panini I Deal
Burroughs Elite Multi Smart Source Pro/Value/Adaptive
3. Once the correct scanner is selected, click the “Install” button. 4. Follow instructions below for your chosen scanner.
Panini Vision X Installation Instructions
1. Select the Panini Vision X Scanner from the drop down menu.
3. When the installation process is complete, click “Finish” to close the Installshield. 4. Close Internet Explorer to save your settings and continue with the process. 5. Reopen Internet Explorer and log in to the remote capture web client again. 6. Connect your scanner to the client PC via the USB Cord.
7. Scanner will power up when deposit is being processed
Panini I-Deal Installation Instructions
5. Click “Run” again.
8. Click “OK”.
9. It will take several minutes to install the remaining components.
10. Red Panini install screens will then appear. First select “Complete” and then click “Next”.
12. When a screen appears with options to be checked, make sure all options are UNCHECKED before clicking “Next”.
NOTE – The Panini I-Deal requires customers to hit the “Keying” Button when the check scanning
process is complete.
16. Once the installation procedures have been completed, you are now ready to begin processing with the remote capture web client application. Follow the instructions in the Remote Deposit Scanning Guide to continue how to make a deposit.
Burroughs Smart Source Elite Installation Instructions 1. Once CAS Security Policy is installed, install the scanner
2. Select the relevant scanner from the dropdown list. Smart Source Pro/Value/Adaptive
4. The scanner will take a few minutes to install.
6. Connect your scanner to the client PC via the USB Cord.
7. Scanner must be turned on to power up.
Validate the Scanner is Properly Installed (not required)
To verify the scanner driver is installed:
a. Right‐click “My Computer” and select “Manage”. b. Highlight “Device Manager” at the left.
