Sop

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ProSOP V3.0

Service & Operating

ProCash Systems

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Contents ii

Contents... i

Introduction ... 1

Product definition... 1 Target group ... 2 Notational conventions... 2

Fundamentals ... 3

User guidance on the operator panel... 3

Screen layout on the operator panel... 3

Function selection ... 4

Meaning of function keys ... 5

User guidance on the graphic operator panel ... 8

Screen layout on the graphic operator panel... 8

User guidance on the customer display and PIN pad ... 14

Screen layout on the customer display... 14

Standby mode... 20

Starting and user identification ... 22

Synchronizing SOP and customer application ... 24

Switching screens... 26

Exiting SOP... 28

Structure of the SOP user interface ... 30

Component view... 32

Trouble shooting view ... 35

SOP functions... 37

Self service device ... 37

Show status overview ... 37

Restart self service device ... 40

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Contents

Date / Time... 42

Copy files ... 43

Export journal ... 46

Export SOP journal ... 48

Start traces... 51

Stop traces ... 52

Export traces ... 53

Export diagnostics... 56

Adjust bell... 59

ID Card Unit (IDCU) ... 60

Show IDCU status... 60

Remove retained ID cards ... 61

Remove jammed ID cards ... 62

Load CIM86 key... 63

Cash Units... 66

Show cash units status ... 66

Basic steps to exchange cash units... 69

Default exchange ... 76

Complete exchange ... 78

Refill cash units ... 79

Initialize cash units ... 81

Setup reference value ... 84

Release cash units... 87

Set cash unit counters ... 90

Add counters ... 92

Cash Dispenser Module (CDM)... 94

Show cash dispenser status ... 94

Check transport... 95

Remove customer money ... 99

Move shutter ... 102

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Contents

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Display Version ... 131

Coin-In module ... 133

Show Coin-In Status ... 133

Empty Coin-In ... 135

Lock output box... 137

Unlock output box ... 138

Test Coin-In... 139

Display Version ... 141

Encrypting PIN pad (EEP) functions ... 142

Overview ... 142

Show EPP status ... 144

Configure EPP ... 145

Initialize EPP ... 148

Update key table ... 150

Update EPP individually... 151

Update EPP sequentially ... 159

Enter initial master key... 160

Enter master key... 163

Enter key exchange key... 164

Initialize EPP via ID card... 165

Load EPP ... 166

Deposit ... 170

Show deposit status ... 170

Empty deposit container ... 171

Clear deposit transport... 173

Scanner ... 175

Show scanner status... 175

Remove retracted documents... 176

Printer ... 177

Show printer status ... 177

Remove retracted documents... 178

Panel Protection Door (PPD)... 179

Show PPD status ... 179 Move PPD ... 180 Administration ... 181 Change password ... 181 Administer profiles ... 183 Administer users ... 186

Enable/disable access control ... 190

Diagnostics ... 191

Show diagnostics ... 191

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Contents

Abbreviations ... 196

Glossary... 197

Appendix ... 199

Structure of the sopcopy.txt command file ... 199

Command file on diskette ... 199

Command file on hard disk ... 200

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Introduction

1

Introduction

Product definition

The software product ProCash/SOP has been designed to guarantee a user-friendly service and operating of the Wincor Nixdorf self service devices by branch office staff. SOP stands for Service & Operating.

The SOP functions are used:

• To ensure that the self service device operates properly (e.g. testing the current device status in order to avoid malfunctions)

• To service a CSC (e.g. refilling cash or removing retained ID cards)

• To install and administer the self service device

Many functions can be performed in parallel to the customer application, thus achieving a high degree of system availability for customers.

Clear and configurable function menus allow even inexperienced staff members to select the required function quickly. Security mechanisms control the functions which are made available to each user.

SOP can be handled via the operator panel or via the customer display with the

associated function keys and the PIN pad, depending on how the self service device has been configured.

Comprehensive help texts and system messages support the user. These texts appear in the language that was defined during installation.

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Introduction

Target group

This User Guide is a reference manual for branch staff who have been entrusted with operating and servicing self service devices.

It is assumed that the users know how to handle the self service device. Training courses are offered from Wincor Nixdorf for this.

Notational conventions

❢

Special information Individual steps in a function

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Fundamentals User guidance on the operator panel

3

Fundamentals

User guidance on the operator panel

The following chapter describes the handling of SOP via the operator panel (up to model year 1998). Nearly all functions can be performed on the operator panel. Some functions, however, such as "Initialize EPP via ID card" can only be performed via the customer display. In these cases messages shown at the operator panel request a user to turn to the customer display.

Screen layout on the operator panel

The operator panel has the following basic layout:

Line 1:

Line 1 indicates the heading "Service & Operating" on the top menu level, the name of the sub menu on the sub menu level and the name of the selected function on the function level.

Line 2 to 5:

Line 2 to 5 comprise the function window. Menus, result of functions, messages etc. are displayed here.

Line 6:

The active function keys are displayed in the last line. The keys displayed from left to right correspond to the actual arrangement of function keys from top to bottom. The first key can be allocated to different functions. Any inactive key can be grayed.

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User guidance on the operator panel Fundamentals

Function keys F1 to F4 can be allocated as follows:

• F1

CAN = Cancel END = Exit SOP

BACK = Go back one menu level

COUN = Change to "Note count" input mode AMOU = Switch to "Amount" input mode

INFO = Show additonal information about an error TECH = Show technical information about an error

• F2

«« = Scroll backward/one line up

• F3

»» = Scroll forward/one line down

• F4

OK = Confirm

The input field for menu selection, indicated by a flashing cursor, is also here.

Function selection

The function is selected by entering the digit indicated next to the function.

If the SOP configuration allows a direct selection of functions, functions which are not indicated on the screen can be selected "blindly" via the function code. In this case the function code may have two digits and must be confirmed with "OK".

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5

Meaning of function keys

Cancel/Exit/Back/Switch

Cancel: This key cancels the selected function in SOP. It

is also used to negate questions checking whether you really want to do something.

Exit: Pressing this key on the top menu level terminates

SOP.

Back: Pressing this key on a SOP menu returns control

to the previous menu level.

Switch: When entering cash values, the input can either

be definded as an amount or as the number of notes (note count). In this case the function key is used to switch from one input mode to the other.

If F1 key is activated, the respective function text for this key is displayed in the last line.

Scrolling backward

If a SOP menu or any other information that is displayed extends over more than one page, then this function key is used to scroll backward page by page.

When processing on a line-by-line basis within a function, it moves the cursor up one line.

If the mask includes several input fields, this key is used to position the cursor back to the previous input field – provided this is allowed.

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User guidance on the operator panel Fundamentals

Scrolling forward

If a SOP menu or any other information that is displayed extends over more than one page, then this function key is used to scroll forward page by page.

When processing on a line-by-line basis within a function, it moves the cursor down one line.

If the mask includes several input fields, this key is used to position the cursor forward to the next input field – provided this is allowed.

>> indicates that the scroll forward key has been activated.

Confirm

This key is used to confirm data inputs , error or

informational messages and to affirm questions checking whether you really want to do something.

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Correction

If the cursor is placed in an input field, the correction key is allowed to be pressed. It deletes the character that has been entered last on the operator panel.

Input of hexadecimal numbers "A" to "F"

Some input data, such as keys, contain hexadecimal characters. To enter the characters "A", "B", "C", "D", "E" and "F" the "Comma" key is used.

To enter hexadecimal characters press "Comma" key first and then a numeric key.

The input is effected with the following key combinations: "A": < , > + < 1 > "B": < , > + < 2 >

"C": < , > + < 3 > "D": < , > + < 4 > "E": < , > + < 5 > "F": < , > + < 6 >

❢

The "Comma" key must be pressed once only and be released before entering a digit.

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User guidance on the graphic operator panel Fundamentals

User guidance on the graphic operator panel

The following chapter describes the handling of SOP via the graphic operator panel (from model year 1998). Nearly all functions can be performed on the operator panel. Some functions, however, such as "Initialize EPP via ID card" can only be performed on the customer display. In these cases messages are shown on the operator panel prompting a user to turn to the customer display.

Screen layout on the graphic operator panel

The graphic operator panel has the following basic layout:

Line 1:

Line 1 indicates the heading "Service &

Operating" on the top menu level, the name of the sub menu on a sub menu level and the name of the selected function on the function level.

Line 2 to 5:

Line 2 to 5 comprise the function window. Menus, results of functions, messages etc. are output here.

In addition this graphic operator panel allows a user to chose a higher resolution in order to display more information.

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Fundamentals User guidance on the graphic operator panel

9 The function keys F1 to F4 can be allocated as follows:

• F1

CAN = Cancel END = Exit SOP

BACK = Go back one menu level

COUN = Switch to "Note count" input mode AMOU = Switch to "Amount" input mode

INFO = Show additional information about an error TECH = Show technical information about an error

• F2

«« = Scroll backward/one line up

• F3

»» = Scroll forward/one line down

• F4

OK = Confirm

The "CAN" key and the "OK" key corrspond to the F1 and F4 key as far as their function is concerned.

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Function selection

The function is selected by entering the digit indicated next to the function.

If the SOP configuration allows a direct selection of functions, functions which are not indicated on the screen can be selected "blindly" via a function code. In this case the function code may have two digits and must be confirmed with "OK".

The functions can also be selected via the keys left of the display.

Meaning of function keys

Cancel: This key cancels the selected function in

SOP. It is also used to negate questions checking whether you really want to do something.

Exit: Pressing this key on the top menu level

terminates SOP.

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If the mask includes several input fields, this key is used to position the cursor back to the previous input field – provided this is allowed.

<< indicates that the scroll back key has been activated.

If a SOP menu or any other information that is displayed extends over more than one page, then this function key is used to scroll forward page by page.

When processing on a line-by-line basis within a function, it moves the cursor down one line. If the mask includes several input fields, this key is used to position the cursor forward to the next input field – provided this is allowed.

<< indicates that the scroll forward key has been activated.

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Confirm

This key is used to confirm data inputs, error or informational messages and to affirm questions checking whether you really want to do

something.

❢

All data inputs, error and informational messages have to be confirmed. Questions checking whether you really want to do something can be affirmed with "OK" or negated with "Cancel"!

Correction

If the cursor is placed in an input field, the

correction key is allowed to be pressed. It deletes the character that has been entered last on the operator panel.

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Input of hexadecimal numbers "A" to "F"

Some input data, such as keys, contain

hexadecimal characters. To enter the characters "A", "B", "C", "D", "E" and "F" the key labeled correspondly has to be pressed. To be compatible with the preceding model, the "old" input mode can still be used, i.e. press comma key first and then a numeric key.

"C": < , > + < 3 > "D": < , > + < 4 > "E": < , > + < 5 > "F": < , > + < 6 >

❢

The "Comma" key must be pressed once only and be released before entering a digit.

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User guidance on the customer screen and PIN pad Fundamentals

User guidance on the customer display and PIN pad

The following chapter describes the handling of SOP via the customer display and the PIN pad. All functions can be performed via the customer display. Some functions, however, such as "Initialize EPP via ID card" m u s t be performed via the customer display. In these cases messages are shown on the operator panel prompting a user to switch to the customer display.

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Fundamentals User guidance on the customer display and PIN pad

15 situation, some keys may have been deactivated. In this case, the labeling and the arrow on the function key are grayed.

Function keys on the left (3):

The functions allocated to the function keys on the left depend on the current menu or function. They can, for example, be used to select individual functions. Keys may have been deactivated here, too, i.e. they are grayed.

Function window (4):

All outputs and all input fields of the selected functions appear in the function window.

Message box (5):

Messages concerning the selected function and the handling of the device, as well as error messages, appear in this box.

Function selection

The functions on the customer screen can be selected in two ways:

• Pressing the softkeys on the left side of the function menu. If devices have a touchscreen, the user can directly press the button labeled with the corresponding function.

• Entering the function number via PIN pad and confirming with "OK". This way of function selection is optional and can be activated via a configuration parameter. It is also possible to operate SOP via a connected PC keyboard instead of a PIN pad. If this option has been configured, the labeling of the PC key which has to be pressed is displayed on the button.

The navigation within the menu is done via the function keys on the right and the scrolling backward/forward keys. The cancel key is used to return to the previous menu.

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Meaning of function keys

Cancel: This key cancels the selected function in

SOP. It is also used to negate questions checking whether you really want to do something.

Exit: Pressing this key on the top menu level

terminates SOP.

Back: Pressing this key on a SOP menu returns

control to the previous menu level.

Switch: When entering cash values, the input can

either be defined as an amount or as the number of notes (note count). In this case, the function key is used to switch from one input mode to the other.

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If the mask includes several input fields, this key is used to scroll forward to the next input field-provided this is allowed.

Note:

If the PIN pad is used, the key that is labeled “Correct“ has to be pressed to scroll back.The key can be allocated with correction or scrolling backward, depending on the configuration.

If a SOP menu or any other informaton that is displayed extends over more than one page, then this function key is used to scroll forward page by page.

When processing on a line-by-line basis within a function, it moves the cursor down one line. If the mask includes several input fields, this key is used to scroll forward to the next input field – provided this is allowed.

Note:

If scrolling back was deconfigured for the key labeled correct, scrolling forward is deconfigured, too.

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Confirm

This key is used to confirm data inputs, error or informational messages and to affirm questions checking whether you really want to do something.

❢

All data inputs, error and informational messages have to be confirmed. Questions checking whether you really want to do something can be affirmed with ”OK“ or negated with “Cancel“.

Correction

If the cursor is placed in an input field, the correction key is also allowed to be pressed. It deletes the characters entered.

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Input of hexadecimal numbers A to F

Some input data, such as keys, contain

hexadecimal characters. To enter the characters "A", "B", "C", "D", "E", and "F" the “Comma” key is used on the operator panel and the key next to “0” on the PIN pad (the latter key is also called the “Comma” key in the rest of this text for the sake of uniformity). As an alternative the key next to “9” (help key) can also be used to enter hexadecimal characters.

"C": < , > + < 3 > "D": < , > + < 4 > "E": < , > + < 5 > "F": < , > + < 6 >

To enter hexadecimal letters press the “Comma” key first and then a numeric key.

❢

The “Comma” key must be pressed once only and be released before entering a digit.

Input of alpha numeric characters

Some input data such as profiles, may contain alpha numeric characters. To enter these

characters a "toggle mode" is used. The user can press the keys left and right of “0” to position forward or backward within the alphabet. The selected character is confirmed with the "help key“.

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Standby mode Fundamentals

Standby mode

In standby mode a message will be displayed on the operator panel indicating the activation of SOP.

At the same time the other accesses to SOP have been activated, too:

• SOP button

• Open device door

• SYNC Service

Any reasons for the self service device being out of service will be displayed on the operator panel, parallel to the customer application.

Error / Warning

Device Error class/number

Error text Error text

Action to be taken

Detail information / Start SOP

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Fundamentals Standby mode

21

Warnings include

• Cassette "s" low

• Reject bin of retract/reject cash unit nearly full

If there is more than one out-of-service or warning information, the user may switch from one to the other by means of the scrolling keys (F2/F3). With the INFO key (F1) it is possible to display additional information on each error. Within this detail view a technical error description is available, too (TECH key – F1).

The out-of-service and warning information is displayed on the customer screen after activating the SOP via SOP switch or changing the screen from operator panel to customer screen.

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Starting and user identification Fundamentals

Starting and user identification

The SOP functions are activated by pressing the “OK” key on the operator panel or possibly the SOP button.

By default users do not have to identify themselves in order to work with SOP on the self service device. The access control option can be provided in the “Administration” area. If access control has been activated to protect SOP against unauthorized access, users have to be identified by means of a login and possibly a password. Both of these are stored in the user table. Refer to the "Administer Users“ function for details of creating the login and the password for users.

User identification on starting with access control:

When SOP starts users are expected to enter the login and the password. The login and password are numeric and have a maximum length of 8 digits. Each input must be confirmed.

The entered password is not displayed, i.e. an asterisk appears on the screen

whenever a digit is typed.

If no password has been entered for the SOP user in the user table, the password entry is skipped. The user identification process is finished as soon as the login has been entered. If no input is made within a defined time, the user identification process is canceled automatically and the standby mode is activated.

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Fundamentals Starting and user identification

23

User identification errors:

If an incorrect login or password has been entered, the displayed message appears. When this message has been confirmed,

the login and possibly a password can be reentered.

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Synchronizing SOP and customer application Fundamentals

Synchronizing SOP and customer application

Standby mode and various SOP functions can run in parallel to the customer application. These functions include, for example:

• All status display functions

• All table update functions (user, cash unit, default and key tables) except for those functions which can only run on the customer display.

In SOP functions which require exclusive access to components of the self service device it is necessary to synchronize SOP with the customer application. A customer transaction in progress will not be terminated. Customer operations are not locked until the

transaction has been completed.

Synchronization takes place when a function requiring such access is first selected. Control of the self service device is not returned to the customer application until SOP has finished. No customer operations can take place while SOP activities are in progress. If SOP is started on the customer screen, synchronization takes place immediately, because parallel operation is not possible. SOP can be configured in a way that synchronization takes place directly after the login.

❢

The customer application has precedence over SOP as far as synchronization is concerned. If SOP has assumed exclusive control of the device, customer operations cannot take place again until SOP is terminated.

Synchronization procedure:

When a function requiring synchronization with the application is first selected, the user is asked whether customer operations are to be locked (whether this screen

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Fundamentals Synchronizing SOP and customer application

25 The following message is output in the

course of synchronization with the customer application.

If synchronization has already been carried out during the SOP session, then the program asks whether you are sure you want to do it again in some functions (e.g. "Restart self service device).

Failure to synchronize

Synchronization is canceled if SOP does not receive permission to access the self service device within the specified time. "OK“ starts the synchronization anew,

"Cancel“ returns control to the previous menu.

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Switching screens Fundamentals

Switching screens

On any menu level it is possible to switch screens both from the operator panel and from the customer display by entering “0”. It is not possible to switch screens within a function.

Functions which only run on the customer display

Some functions can only be started from the customer display. A message is is shown on the operator panel if such a function is selected.

Control returns to the menu level when this message has been confirmed. From here you can switch screens by entering a 0".

Access control

If the access control option has been set and you switch from one screen to another, then the access control function is activated. You have to identify yourself again.

Panel Protection Door

The Panel Protection Door is opened, if applicable, when SOP switches to the customer display, and is closed on exiting SOP or on switching to the operator panel.

❢

Switching to the customer display automatically triggers synchronization with the customer application to stop it running.

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Fundamentals Switching screens

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Procedure on switching from the operator panel to the customer display:

Enter "0" to select function and press "OK“. Synchronize with the customer application

if necessary.

The Panel Protection Door opens. The following message is output on the

operator panel.

When you have identified yourself again at the customer display, the menu appears from which the switch was initiated.

Procedure on switching from the customer display to the operator panel:

Enter "0" to select function and press "OK". The Panel Protection Door closes.

When you have identified yourself again at the operator panel, the menu appears from which the switch was initiated. The self service device remains locked for the

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Exiting SOP Fundamentals

Exiting SOP

When the SOP functions have been completed you have to exit SOP. This is necessary in particular when the SOP functions incorporate requests for the self service device. Only in this way is the self service device released again for the customer application. There are two ways of exiting SOP:

• Explicitly by means of the “Cancel“ key on the top menu level. Here the key is labeled "END" oder "Exit SOP“.

• Implicitly via SOP`s time monitoring facility.

Exiting with the "END" or "Exit SOP“ key

The normal way to exit SOP is to press the “Cancel” key to return to the previous menu level until the top level has been reached. Pressing the “Cancel” key there again (labeled "END" or "Exit SOP“) activates standby mode.

Any monitored doors that are still open have to be closed.

The safe door has to be closed first.

The chassis doors have to be closed next. Monitoring of the chassis doors is optional

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Fundamentals Exiting SOP

29

Exiting via time monitoring

In addition to the access control facility to protect SOP against unauthorized access, the program also features time monitoring which causes SOP to be exited when a specific time has elapsed. Open device doors are then ignored by default.

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Function view Structure of the SOP user interface

Structure of the SOP user interface

The overall scope of SOP incorporates a wide range of individual functions. The menu structure has been designed in such a way that each function can be called with as few keystrokes as possible. Functions which are required frequently can be reached faster than those that are only called occasionally.

In general functions do not appear in the menu, if they can not be executed due to the hardware of the self service device. This is valid for both: complete components (e.g. Panel Protection Door) and single functions (e.g. “Load CIM86 key“ or “Select maximum number of retracts“).

• User profiles

A profile is assigned to each user by means of the user table. The profile defines the functions that a user is allowed to perform. Functions which have not been configured do not appear on menus. This reduces menus to the necessary size.

• User views

There is a choice of two views on the menu when defining user profiles:

• Function view which shows the functions arranged by activity characteristics

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Structure of the SOP user interface Function view 31

Functional view

C

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t vie

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Compo

nent

Activity characteristics

Info and Replenishment Trouble shooting Installation & Administration CS C ID CU Ca s h D isp en se r EP P D epos it Prin te r . . .

Functions

The view chosen defines the structure of the menu that is shown to the user when he or she selects SOP (refer to "Component view" section).

In event of problems (out-of-service reasons / warnings), the trouble shooting view is presented to all users, i.e. each user gets a menu with trouble-shooting functions.

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Component view Structure of the SOP user interface

Component view

In the component view the functions on the menu are arranged by hardware components. This makes it possible for expert users in particular to arrange functions clearly and select them quickly.

The first menu level of the component view shows all installed devices. When a device has been selected all functions belonging to it are shown on the second menu level. Each executable function can be called via two menu levels.

In addition the function groups Administration, Diagnostics and Individual functions can be reached via the first menu level.

The table on the next pages give an overview of the functions provided by each component.

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Structure of SOP user interface Component view

33

Encrypting PIN-Pad

Show EPP Status Configure EPP

Initialise EPP from ID Card Load EPP

Initialise EPP Update Key Table Update EPP individually Update EPP sequentially

General Functions

Default Procedure

IBM Procedure

Initialise EPP Enter Master Key Enter Initial Master Key Enter Key Exchange Key

Via Admi-System CSC

Show Status Overview CSC Restart CSC Shutdown Export Journal Export SOP-Journal Start Traces Stop Traces Export Traces Export Diagnostics Copy Files Set Date & Time Adjust Bell

Cash Units

Show Cash Units Status Default Exchange Complete Exchange Refill Cash Units Initialise Cash Units Set-up Reference Value Release Cash Units Set Cash Unit Counters Add Cash Unit Counters Release Cash Units Set Cash Unit Counters Add Cash Unit Counters

ID Card Unit

Show IDCU Status Remove Retained Cards Remove Stuck Card Load CIM86-Key

Coin-In

Show Coin-In Status Empty Coin-In Lock output box Unlock output box Test Coin-In Display Version

Coin-Out

Show Coin-Out Status Empty Coin-Out Refill Coin-Out Initialize Coin-Out Test Dispense Display Version Cash Dispenser

Show Cash Dispenser Status Check Transport

Remove Customer Money Move Shutter

Update Cash Unit Table Update Default Table Select Denomination Algorithm Select Max. No. of Retracts

Show Hardware Cash Units Status Show Hardware Device Status Test Dispense

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Component view Structure of the SOP user interface

Diagnostics

Show Diagnostics Set Filter Options

Deposit

Show Deposit Status Empty Deposit Check Deposit Transport

Scanner

Show Scanner Status Remove Retracted Documents

Panel Prot. Door

Show PPD Status Move Door

Printer

Show Printer Status Remove Retracted Documents

(Passbook, Document, Journal, Receipt)

Administration

Administer Profiles Administer Users

En- / Disable Access Control Administer Profiles Administer Users

En- / Disable Access Control Change Password

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Structure of the SOP user interface Trouble shooting view

35

Trouble shooting view

In case of a malfunction, a list of errors and warnings is displayed on the operator panel before starting SOP, and on the customer screen after SOP has been started (see chap. "Standby Mode").

ç Error / Warning

Device Error class/number

Error text Error text

Action to be taken

Detail information / Start SOP

After confirmation of the error text and successful login, the so-called trouble shooting

menu is displayed. It offers, if possible, at least one function to repair an error.

Entering the assigned number starts the problem handling function. More details on this are described in the relevant chapter. "Cancel" returns control to the top menu level. If there is only one function which can be used to repair an error, it will be executed

immediately after starting the SOP (i.e. no trouble shooting menu is displayed). Then the menu configured for the user is displayed.

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Trouble shooting view Structure of the SOP user interface

If the user is not authorized to call the available function, the following message is displayed after confirmation:

If the SOP trouble shooting functions are completed successfully, the corresponding errors and warnings are deleted from the list of out-of-service-reasons. The remaining problems will be displayed again in standby mode after exiting SOP.

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Self service device Show status overview

37

SOP functions

Self service device

Show status overview

The "Show status overview" function is used to call up information on the status of the CSC. The statuses that are displayed contain all information that is needed to carry out preventive maintenance for the CSC and to react in good time to pending service requirements (e.g. to exchange cash units).

The amount of information provided depends on the configuration of the CSC. Only information on devices that have been installed is displayed.

The status overview can contain the following information:

• IDCU status (operational state, number of ID cards retained)

• CDM status (operational state, number of retracts, state of safe door)

• Cash unit status (state of cash units, logical cash unit balance)

• EPP status (operational state, status of the PIN pad, status of EPP)

• Printer and scanner status

• Device door status

The status overview can be extended by an external application (User Exit). The sequence in which the information is displayed is configurable. The sequence shown here corresponds to the standard setting.

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Show status overview Self service device

Procedure:

Select "Show status overview" function. A message appears indicating that the

status test is in progress. Since the status of all connected devices is tested, the inquiry may take a while.

The status overview is displayed.

Normally the status overview covers more than one page. The user can navigate within the overview with the "scrolling forward" and "scrolling backward" keys.

Whether "scrolling forward" and/or "scrolling backward" has been enabled is indicated with "»»" and "««".

"OK" terminates the function and returns control to the previous menu.

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Self service device Show status overview

39

Graphic operator panel

On the graphic operator panel it is possible to configure a higher resolution, thus displaying much more information on one page. The procedure will not be changed hereby.

Information on individual devices

Cash units CDM

Column 1: Cash unit type CDM status Column 2: Currency Retract status Column 3: Denomination Transport status Column 4: Note count Shutter status Column 5: Cash unit status

EPP

Status of ID card unit EPP status

Status of ID card unit PIN pad status Retained cards

Reject bin status Scanner

Card transport status Scanner status

Number of retracted documents

Deposit Document status

Device status

Cash unit status Printer

Dispenser status Printer status

Transport status Number of retracted documents Envelope supply status Document jammed / Paper jam Shutter status Paper status

Printer status Toner status

Chassis doors

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Restart self service device Self service device

Restart self service device

The "Restart self service device" function is used to turn the self service device off and back on. All active programs are terminated in a controlled manner. Then the system is rebooted.

❢

Customer transactions are terminated!

Procedure:

Select the "Restart self service device" function. Synchronize with customer application if necessary.

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Self service device Switch off self service device

41

Switch off self service device

The "Switch off self service device" function is used to turn off the self service device. All active programs are terminated in a controlled manner.

❢

Procedure:

Select the "Switch off self service device" function. Synchronize with the customer application if necessary.

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Date / Time Self service device

Date / Time

The "Date / Time" function is used to set the system time of the self service device.

❢

The function can be performed in parallel to the customer application!

Procedure:

Select "Date / Time" function. Enter new date.

Enter new time.

"OK" confirms the entry and positions to the next field. If "OK" is pressed in the last field (minutes), date and time entered are set.

"OK" terminates the function and control is returned to the previous menu.

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Self service device Copy files

43

Copy files

The function "Copy files" is used to copy files. The files to be copied are specified in the command file sopcopy.txt (structure is given in appendix A). The source and destination can be a diskette (drive A:) or the hard disk (drive C:).

❢

Procedure:

Select the "Copy files" function.

Synchronize with the customer application if necessary.

To access the diskette drive, a device door has to be opened.

Then you are prompted to insert the diskette into drive A:.

"Cancel" terminates the function and returns control to the previous menu.

When the diskette has been entered, it is checked whether the user is authorized to copy the files stored in the command file. If the user is not authorized, the function is aborted and an error message is given.

The further function flow depends on where the command file is stored: 1. The command file sopcopy.txt is stored on diskette (batch mode).

2. The command file sopcopy.txt is stored on the hard disk in the following directory: <SOP installation directory>\CONF (dialog mode).

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Copy files Self service device

Command file on diskette

If a diskette containing the command file is inserted, the files stored here are directly copied.

While copying, a message is displayed. The message changes with each file that

has been copied so that the user is able to control copying at the terminal.

If all files have been copied sucessfully, the user is given a message.

When the diskette has been removed from drive A:, the function can be terminated with "OK".

Then control is returned to the previous menu.

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Self service device Copy files

45

Command file on hard disk

If there is no command file on the diskette inserted, the file is expected to be stored on the hard disk in the following directory: <SOP installation directory>\CONF. If the command file is not available in this directory, an error message is given to the user. The function is terminated with "OK" and control is returned to the previous menu.

The menu texts which have been entered into the command file are displayed. Copying is started entering the number

assigned. The files which are being copied are shown on the screen (see "Command file on diskette").

"Cancel" aborts the function, after the diskette has been removed (see "Command file on diskette"). Control is returned to the previous menu.

A message is displayed indicating that copying has been completed successfully. "OK" returns control to the previous menu.

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Export journal Self service device

Export journal

The "Export journal" function is used to export the journal files in which customer transactions are logged to diskette. A separate journal file is created for each day. The last ten journal files can be exported with this function.

A door has to be opened to insert the diskette in the drive.

❢

Procedure:

Select the "Export journal" function. The program displays a list of journal files

which can be exported. For each journal file the respective date is displayed. Select the journal file to be exported by

entering the number assigned to it.

Synchronize with customer application if necessary. A door has to be opened to access the diskette drive.

You are prompted to insert a diskette in drive A:.

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Self service device Export journal

47 When you have inserted the diskette and

confirmed the message, the process of exporting the selected journal file is started.

If more than one diskette is needed to export the file, a message appears prompting you to insert another diskette.

When the journal file has been exported completely, a message appears prompting you to remove the diskette from the drive. "OK" terminates the function and returns

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Export SOP journal Self service device

Export SOP journal

The "Export SOP journal" function is used to export the SOP journal file in which all SOP activities are logged to the hard disk or diskette.

❢

Procedure:

Select the "Export SOP journal" function. Synchronize with the customer application

if necessary.

You can choose whether you want to export the SOP journal to the hard disk or to diskette.

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Self service device Export SOP journal

49

Exporting to hard disk

You start the process of exporting the SOP journal to hard disk by entering "1". A file named sopjrnl.dmp is created in the following directory on the hard disk: <SOP InstallationDirectory>\DATA .

The program indicates that the SOP journal has been exported successfully. "OK" terminates the function and returns

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Export SOP journal Self service device

Exporting to diskette

You start the process of exporting the SOP journal to diskette by entering "2". A file named sopjrnl.nnn is created (nnn=001 for the first diskette).

Synchronize with the customer application if necessary.

A door has to be opened to access the diskette drive.

The SOP journal file is exported when you have inserted the diskette and pressed "OK".

If more than one diskette is needed to export the file, a message appears prompting you to insert another diskette.

When the SOP journal file has been exported completely, you have to confirm that the function has been executed correctly and are prompted to remove the diskette.

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Self service device Start traces

51

Start traces

The "Start traces" function is used to start additional logs (traces) for various software components of the self service device in order to analyse errors. This function should only be performed when it is requested expressly. Before starting normal operation, all traces have to be deactivated again by calling the "Stop traces" function.

❢

This function can be performed in parallel to the customer application.

Procedure:

Select the "Start traces" function. The program displays a list of all traces

that can be activated. This list covers several pages. You activate the trace by entering the number assigned to it.

The program shows the trace points that have been activated.

"OK" takes you back to the list of traces that can be activated and you can select other traces.

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Stop traces Self service device

Stop traces

If traces have been activated, they can be deactivated again by means of the "Stop traces" function. It is important to stop all traces before restarting normal operations.

❢

Procedure:

Select the "Stop traces" function.

You are asked whether you really want to carry out the function.

"OK" brings up a message indicating that all traces have been stopped.

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Self service device Export trace

53

Export traces

The "Export trace" function exports the trace file to the hard disk or to diskette. This process deletes the contents of the trace file. The exported file can be evaluated outside the self service device.

❢

The contents of the trace file is deleted (logically).

Procedure:

Select the "Export trace" function. Synchronize with customer application if

necessary.

You can choose whether you want to copy the trace file to hard disk or to diskette.

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Export trace Self service device

You start the process of exporting the trace file to hard disk by entering "1". A file named trace.dmp is created in the following directory on the hard disk: <SOP InstallationDirectory>\DATA.

The program indicates that the trace file has been exported successfully.

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Self service device Export trace

55

You start the process of exporting the trace file to diskette by entering "2". A file named

trace.nnn (nnn=001 for the first diskette) is

created on the diskette.

A door has to be opened to access the diskette drive.

The trace file is exported when you have inserted the diskette and pressed "OK".

If more than one diskette is needed to export the file, a message appears telling you to insert another diskette.

When the trace file has been exported completely, you have to confirm that the function has been executed correctly and are prompted to remove the diskette. "OK" terminates the function and returns

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Export diagnostics Self service device

Export diagnostics

The "Export diagnostics" function is used to export the diagnostic file to hard disk or to diskette. The exported file can then be evaluated outside the self service device.

❢

Procedure:

Select the "Export diagnostics" function. Synchronize with customer application if

necessary.

You can choose whether you want to export the file to hard disk or to diskette.

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Self service device Export diagnostics

57

You start the process of exporting the diagnostic file to hard disk by entering "1". A file named error.dmp is created in the following directory on the hard disk: <SOP InstallationDirectory>\DATA.

The program indicates that the diagnostic file has been exported successfully. "OK" terminates the function and returns

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Export diagnostics Self service device

You start the process of exporting the diagnostic file to diskette by entering "2". A file named error.nnn is created on the diskette (nnn=001 for the first diskette). A door has to be opened to access the

diskette drive.

The diagnostic file is exported when you have inserted the diskette and pressed "OK".

If more than one diskette is needed to export the file a message appears telling you to insert another diskette.

When the diagnostic file has been exported comletely, you have to confirm that the function has been executed correctly and are prompted to remove the diskette. "OK" terminates the function and returns

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Self service device Adjust bell

59

Adjust bell

The "Adjust bell" function is used to adjust the loudness of the bell. A chassis door has to be opened for this purpose.

❢

Customer transactions have to be terminated!

Procedure:

Select "Adjust bell" function.

Synchronize with customer application if necessary.

Open device door.

Adjust loudness of bell by turning the volume regulator.

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IDKG-Status anzeigen IDKG

ID Card Unit (IDCU)

Show IDCU status

The "Show IDCU status" function gives information on the status of the ID card unit, the associated security module and the ID card reject bin.

❢

Procedure:

Select the "Show IDCU status" function. "OK" terminates the function and returns

control to the previous menu.

Alternative texts

Depending on the ID card unit status the following texts can be shown in various combinations:

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ID Card Unit Remove retained ID cards

61

Remove retained ID cards

The "Remove retained ID cards" function is used to remove retained cards from the ID card reject bin.

❢

Whenever ID cards are removed, all of them must be removed!

Procedure:

Select the "Remove retained ID cards" function. The number of cards that has been retained is displayed.

If no ID cards have been retained, the program gives the message "No cards retained".

When you have confirmed removal of the cards, the counter for the retained ID cards is set to 0 and the function is terminated. "OK" terminates the function and returns

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Remove jammed ID cards ID Card Unit

Remove jammed ID cards

If an ID card is jammed in the ID card unit, it can be removed by turning an adjustment wheel on the ID card unit after calling the "Remove jammed ID card" function. Before calling this function, refer to the operating instructions to see where the adjustment wheel is located.

❢

Only the ID card that is jammed in the ID card unit is allowed to be removed! Do not take any ID cards out of the ID card reject bin!

The counter for retained ID cards is not reset.

Procedure:

Select the "Remove jammed ID cards" function.

If there is no jammed card in the device, you will get an appropriate message and the function will be terminated.

Synchronize with customer application if necessary.

If a card is jammed in the ID card unit, turn the adjustment wheel on the ID card unit to move the jammed card out of the unit.

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ID Card Unit Load CIM86 key

63

Load CIM86 key

The "Load CIM86 key" function is used to enter the key for the CIM86 security module. The CIM86 checks the security feature on an ID card. A specific key belongs to each CIM86 and this key activates CIM86.

The greatest possible security precautions must be observed when handling keys. So the key is split into two halves in order to allow two different persons to administer it.

The procedure for inputting the key is as follows:

• Enter the first half of the key

• Reenter the first half of the key to verify it

• Enter the second half of the key1

• Reenter the second half of the key to verify it

• Load the key

The keys have a hexadecimal format (digits 0 – 9, letters A – F). Refer to chapter "Fundamentals" for input of the letters A to F.

The key is concealed when it is entered. An asterisk is displayed for each digit or letter that is typed.

❢

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Load CIM86 key ID Card Unit

Procedure:

Select the "Load CIM86 key" function. Synchronize with customer application if

necessary.

Enter the first half of the key.

Press "OK". The input has to be repeated (first half of the key).

If this input is correct (i.e. first and second inputs match), the second half of the key can be entered. There can be a change of user here to provide greater security. If the input was incorrect a message is

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ID Card Unit Load CIM86 key

65 Press "OK". The input has to be repeated

(second half of the key).

Pressing "OK" makes the program check whether the first and second input match. If so, the key is loaded. An error message is output if they do not match.

The program outputs a message indicating that the key has been loaded correctly. "OK" terminates the function and returns

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Show cash unit status Cash units

Cash Units

Show cash units status

The "Show cash units status" function displays information on the status of the retract/reject cash unit and on the cash-out units.

This document describes two types of cash unit counters:

• Physical cash unit balance

• Logical cash unit balance (including reject bin)

Only the names logical cash unit balance and physical cash unit balance will be used in the rest of this text.

The logical cash unit balance is displayed by default.

❢

Procedure:

Select "Show cash unit status" function. The cash unit status is displayed as

shown.

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Cash units Show cash unit status

67

Status of cash units

ok The cash unit is ready def The cash unit is defective

New The cash unit has just been inserted and has not been updated yet RefW The reference value is missing for this currency and denomination lock The cassette is locked

<min The number of notes in the cash unit is less than or equal to the minimum specified

Empty The cash unit is empty

#1 missing The cash unit for chute 1 is missing REJ full The reject cash unit is full

REJ high The reject cash unit is almost full

Show additional cash unit information

Via parameter it is possible to give further information on cash units.

• Show physical cash unit balance

• Show number of notes retained into reject bin of each cassette1

• Show number of notes after latest cash unit exchange (initial value)1

• Show number of notes withdrawn to the customer

• Show maximum amount which can been paid out

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Show cash unit status Cash units

Procedure:

The cassette unit status is displayed as shown.

The column arrangement for the cash-out units will not be changed.

Column 4 shows the current contents of the cash unit.

Column 4, refering to the reject bin (REJ), shows the number of notes retained due to test dispensing, reference value determination or dispensing errors.

Number of retained notes for each cash-out unit (Rej.: #O2 3)

Shows max. amount which can be paid out determined from the current amount of the cash-out unit.

When showing cash unit status information, the modified way of displaying cash unit counters has effects on the following functions:

• Complete exchange

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Cash units Basic steps to exchange cash units

69

Basic steps to exchange cash units

Each exchange of cash units follows a standard pattern:

• Select cash unit exchange function

• Show cash units status

• Synchronize with the customer application, if necessary

• Open safe door, if necessary

• Exchange cash units

• Remove any cash from the retract bin of the retract/reject cash unit (retract handling)1 • Check the cash unit numbers against the cash unit table if applicable2

• Update the filling data (via user input or from a table)

• Terminate function

❢

Customer transactions are terminated.

In order to maintain consistency it is not possible to cancel this function once a cash unit has been removed.

If retained cash is in the stacker, the "Remove customer money" function has to be selected.

How cash retract/reject works

Cash is transported to the CSC's retract/reject cash unit in two ways:

• In the event of a retract, cash that has been made accessible to the customer but not taken is retained.

• In the event of a reject, cash that has been taken out of the cash-out units but not made accessible to the customer is retained, e.g. if an error was made in dispensing or if a transaction has been cancelled before the cash was actually paid out.

The cash is kept and handled in different ways:

• Cash which the customer has not removed from the output tray within a specified time is drawn back in and transported via the staker to the retract bin. This cash has been deducted from the cash unit balance. As it was accessible to the customer, it is impossible to tell how much cash has been retained or how much the customer took.

1_{Only CSCs featuring a cash-out unit with a shutter support the retract function.} 2_{Only if this check has been enabled.}

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Basic steps to exchange cash units Cash units

• Cash which has been extracted from the cash-out units but not actually paid out (e.g. cash that has been transported to the reject bin after dispensing errors) belongs to the logical cash unit balance. The contents of a cash unit shown in the cash unit status test is the total of the actual contents of the cash unit plus the number of notes that have been transported to the reject bin of the retract/reject cash unit.

Retention of cash that has been made accessible to the customer (retract)

The number of retracts allowed can be defined:

• No retracts (0)

No retracts are allowed.

• Defined retracts (DEF)

Two types of retracts are allowed. The cash retained from the first transaction is transported to the retract bin of the retract/reject cash unit. The cash that is retained from the second retract remains in the stacker. Thus it is possible for each transaction with retract to determine the amount of cash retained. The retract lock is set.

• Maximum number of retracts (MAX)

Up to 99 retracts are allowed. The retained cash is transported to the retract bin of the retract/reject cash unit. It is not possible to find out how much cash was retained in which transaction.

• Enter number

If this function key is selected, it is possible to enter the maximum number of retracts possible (0-99). Contrary to "Defined retracts", the "2" entered here indicates that a maximum of 2 retracts is transported to the retract bin of the retract/reject cash unit.

Retention of cash that has not been made accessible to the customer (reject)

Cash which has been extracted from the cash-out units but has not actually been paid out as a result of

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71

The following procedures apply to all cash unit exchange functions: Testing the cash unit status

After the status test, the current contents of the cash unit (including the contents of the reject bin of the retract/reject cash unit) is displayed.

The individual columns show the following details:

Column 1: Currency Column 2: Denomination

Column 3: Logical cash unit amount1 Column 4: Status of cash unit (see chap. “Show Cash Units Status")

❢

The status of a reject cash unit will not be displayed on the operator panel if it is "ok". So it’s possible to display information for 4 cash units on one screen.

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Basic steps to exchange cash units Cash units

Open safe door

If the safe door is closed, the user is prompted to open it.

"Cancel“ terminates the function and returns control to the previous menu. If the safe door is opened, the function is continued automatically.

Exchange cash units

Remove the cash units which need to be exchanged.

Refer to the operating instructions of the CSC for details of how to remove cash units from the cash dispenser module and how to reinsert them.

If cash units are not reinserted in all empty cash unit positions, the operation can be terminated by pressing "OK" and

confirming the message shown on the screen.

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73

Checking cash unit numbers against the cash unit table

If checking the cash unit numbers against the cash unit table has been activated (refer to the "Update cash unit table“ function), only cash-out units can be inserted which have been entered in the cash unit table. The retract/reject cash unit is not checked. If a cash-out unit is inserted whose cash unit number has not been entered in the cash unit table, an appropriate error message is displayed.

If the invalid cash unit is not removed, it is not logged on, i.e. the cash unit status remains "new" and the cash unit is not ready for use.

Any cash unit can be inserted if checking cash unit numbers against the cash unit table has been disabled.

At least one ready cash-out unit and a ready retract/reject cash unit are required to run the CSC properly.

Updating the filling data (via user input)

The cash unit filling data is updated automatically from a file or manually via a user input, depending on the cash unit exchange mode that has been chosen.

There are two ways of updating the filling data via a user input:

• By entering the note count

• By entering the amount that is in the cash unit

It is only possible to update cash units which have been exchanged.

Updating the filling data by entering the note count

The filling data is updated when the cash units have been inserted. The input mode that the program offers is the note count per cash unit.

The note count has to be entered as a 4-digit number which must not exceed 3000. A completed input is flagged with an asterisk. If you do not want to input filling data by specifing the note count in the

cash unit but by means of the amount in the cash unit instead, then you can do so by pressing the F1 function key (labeled "AMOU“ here) to switch modes.

You can use the scrolling keys (««(F2) and »»(F3)) to move from line to line. The input is not terminated with "OK" until all cash unit data has been updated.