Remote Deposit Capture Installation Guide
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.
Establish a Trust to the Web Server
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.
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 URL https://wausaudl.com
a. 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.
7. Click the “Add” button. The URL will list at the bottom of the screen as a trusted site. 8. Click “OK” to save the trusted site and close the window.
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:
a. NET Framework‐reliant Components
i. Run components not signed with Authenticode – ENABLE b. ActiveX Controls and Plug‐ins:
i. Run ActiveX controls and plug‐ins – ENABLE
ii. Script ActiveX controls marked safe for scripting –ENABLE
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:
a. .NET controls will not run b. Viewing PDFs could be affected
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.
3. Then click the “Systems Requirements Test” hyperlink under the “Prerequisites” menu. a. A new box will display (see next page)
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 installation Detected Hardware or software configuration detected by the test
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 XP Professional with Service Pack 2, Windows 2000 Professional with Service Pack 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 6.x or higher
o Remote Deposit Capture will not function properly in any browser other than IE. NET Framework: Microsoft .NET Framework 1.1 with service Pack 1
o Note: .NET 2.0 and 3. Are supported but require .NET 1.1 SP1 also resident on PC Adobe (Acrobat Reader) Adobe Reader 5.0 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 requirelocal 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 Scanner Driver
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.
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 5. Follow prompts for installation
6. Once CAS Security Policy is installed, install the scanner 3. Select the relevant scannerfrom the dropdown list.
4. Click the “Install”button.
6. When the installation process is complete, click “Finish”to close the Installshield. 7. Close Internet Explorer to save your settings and continue with the process. 8. ReopenInternet Explorer and log in to the remote capture web client again. 9. Connect your scanner to the client PC.
10. Scanner will power up when deposit is being processed
11. To verify the scanner driver is installed:
a. Right‐click “My Computer” and select “Manage”. b. Highlight “Device Manager” at the left.
c. Expand “Universal Serial Bus Controllers”. Thescanner should list as one of the USB devices (e.g.TellerScan = DigitalCheck scanner).
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
