Вы находитесь на странице: 1из 215

ATM User Guide

V7.6.1
November 2012
XATMG1112
Copyright 2012 FIS 16-November-12 Client Confidential 2
Table of Contents
Chapter 1
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Purpose of this Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Related Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Revision Log. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Chapter 2
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Logging onto the IST/Switch application . . . . . . . . . . . . . . . . . . . . . . . 13
Login Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Logoff Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Home Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Button Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Screen Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Using the Look Up Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Using Common Dialog Boxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Delete Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Updating Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Chapter 3
Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
General ATM Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
ATM FIT Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Searching FIT Entry Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Copyright 2012 FIS 16-November-12 Client Confidential 3
Updating a FIT Entry Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Configuring a New ATM FIT Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
ATM Supervisor Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Configuring a Supervisor Card. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Deleting a Supervisor Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Updating a Supervisor Card. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
ATM State Table Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Searching for the State Table Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
ATM Status Description. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Adding a New Status Description Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Searching the Status Description Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Updating a Status Description Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Group Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Searching for an ATM Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Updating a Group Entry Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Configuring a New Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
ATM Cassettes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Searching for a Cassette Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Updating a Cassette Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Configuring a New Cassettes Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Dispense Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
ATM Surcharge Rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Searching for a Surcharge Rate Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Updating a Surcharge Rate Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Configuring a New Surcharge Rate Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
ATM FIT List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Searching for a FIT List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Updating a Fit List Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Configuring a new FIT List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
ATM Unit Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Searching for an ATM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Configuring a new ATM Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Bringing an ATM Unit Online. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Loading an ATM Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
ATM Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Viewing ATM Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Copyright 2012 FIS 16-November-12 Client Confidential 4
Using the Find Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Using the Context Tree Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
ATM Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Correcting Common ATM Faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Procedures of Correcting Common ATM Faults. . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
General Inquiry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
ATM Electronic Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Searching the ATM Electronic Journal Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Viewing the Details of an ATM Electronic Journal Record . . . . . . . . . . . . . . . . . . . . 71
ATM Status History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Searching the ATM Status History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
ATM Totals and Balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Searching for ATM Totals and Balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Viewing the Totals and Balance Details for an ATM. . . . . . . . . . . . . . . . . . . . . . . . . 74
ATM Remote Key Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Searching for ATM Remote Key Management Records. . . . . . . . . . . . . . . . . . . . . . 74
ATM Institution Remote Key Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Searching for ATM Institution Remote Key Management Records . . . . . . . . . . . . . 77
ATM Institution External Signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Searching the ATM Institution External Signature Records . . . . . . . . . . . . . . . . . . . 79
Viewing the Details of an ATM Institution External Signature Record . . . . . . . . . . . 80
ATM Log Supervisory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Searching ATM Log Supervisory Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Viewing the ATM Log Supervisory Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Chapter 4
ATM Screen and Field Descriptions . . . . . . . . . . . . . . . . . . . . 84
ATM Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Changing the Screen Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Context Tree Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Institution-Network Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
ATM List Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Find Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Copyright 2012 FIS 16-November-12 Client Confidential 5
ATM Monitor Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
ATM Unit Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
ATM Unit Status Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
ATM Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Maintain Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Maintain Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
ATM Server Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
ATM Commands. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Remote Key Management Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
ATM Unit Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
ATM Unit Setup Search and Results Screen . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
ATM Unit Setup Detail Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Field Descriptions - Unit Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Field Descriptions - Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Field Descriptions - Allowed Transaction Types & Functions . . . . . . . . . . . . . . . . . 116
Cassettes & Dispensing Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Cassettes & Dispensing Tab - Buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Cassette List Lookup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Dispense List Lookup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Device Keys Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Field Descriptions - Terminal Master Key (TMK) . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Field Descriptions - Terminal PIN Key (TPK) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Field Descriptions - Terminal MAC Key (TAK) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Field Descriptions - MACing NCR Specific Parameters . . . . . . . . . . . . . . . . . . . 130
Triton Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Field Descriptions - Configuration Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Field Descriptions - Status Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
FIT List Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
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General ATM Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
ATM FIT Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
ATM FIT Entry Search and Results Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
ATM FIT Entry Detail Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
ATM Supervisor Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
ATM Supervisor Cards Search and Results Screen . . . . . . . . . . . . . . . . . . . . . . . 143
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
ATM Supervisor Cards Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
ATM State Table Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
ATM State Table Versions Search and Results Screen . . . . . . . . . . . . . . . . . . . . . 146
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
ATM Status Description. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
ATM Status Description Search and Results Screen. . . . . . . . . . . . . . . . . . . . . . . 148
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
General Inquiry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
ATM Electronic Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
ATM Electronic Journal Search and Results Screen . . . . . . . . . . . . . . . . . . . . . . . 151
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
ATM Electronic Journal Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
ATM Log Supervisory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
ATM Log Supervisory Search and Results Screen . . . . . . . . . . . . . . . . . . . . . . . . 154
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
ATM Log Supervisory Detail Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
ATM Status History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
ATM Totals and Balance Search and Results Screen. . . . . . . . . . . . . . . . . . . . 162
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
ATM Totals and Balance Detail Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Balance Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Totals Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
ATM Remote Key Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
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Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
ATM Remote Key Management Detail - NCR . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
ATM Remote Key Management Detail - Diebold . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
ATM Institution Remote Key Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
ATM Institution Remote Key Management Detail Screen. . . . . . . . . . . . . . . . . . . . 178
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
ATM Institution External Signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
ATM Institution External Signature Search and Results Screen . . . . . . . . . . . . . . 183
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
ATM Institution External Signature Detail Screen . . . . . . . . . . . . . . . . . . . . . . . . . 184
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Group Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
ATM Groups Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
ATM Group Detail Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
ATM Groups Detail Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
ATM Cassettes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
ATM Cassettes Search and Results Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
ATM Cassettes Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
ATM Cassettes Detail Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
ATM Cassettes Details Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Dispense Tables Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Dispense Table Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Dispense Tables Detail Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
ATM Surcharges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
ATM Surcharges Search and Results Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
ATM Surcharges Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
ATM Surcharges Detail Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
ATM Surcharges Detail Flat Rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
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Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
ATM Surcharges Detail Percent Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
ATM FIT Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
ATM FIT Lists Search and Results Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
ATM FIT Lists Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
ATM FIT Lists Detail Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
FIT EntryID LookUp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Field Descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Copyright 2012 FIS 16-November-12 Client Confidential 9
1
Introduction
IST/Switch allows a tremendous amount of flexibility in the configuration of Automated
Teller Machine (ATM) terminals on your system. IST/Switch (Information Switching
Technology) is a Unix based system designed to support on-line transaction processing
applications. The ATM component is a modular application within IST/Switch that
controls and monitors the ATM terminals within the system. IST/Switch provides the
versatility required to customize your ATM network to meet your interactive information
needs. The ATM GUI component consists of the following functions:
The General ATM Setup option allows you to query and configure FIT Entry
records, configure supervisors cards, search for the table records and the status
description records used in the ATM module.
The Group Setup option allows you to define and configure groups that will use
separate ATMs into sets that may have the common properties. Up to 999 ATMs
can be associated with each group.
The ATM Unit Setup option allows you to configure and maintain ATM records.
The ATM Monitor option allows you to monitor and maintain the health of the ATM
network.
The General Inquiry option allows you to search for ATM electronic journal files
stored by the Electronic Journal (EJ) process, to record the data on the availability
of each ATM unit, display status messages generated by an ATM, search the
remote key management records created and search for ATM Institution Remote
Key Management records.
This manual contains the following information:
Instructions for logging onto the IST/Switch application
Descriptions of the screens and the procedures used in ATM component
Instructions for setting preferences and customizing data displays
Copyright 2012 FIS 16-November-12 Client Confidential 10
Overview
IST/Switch allows a tremendous amount of flexibility in the configuration of Automated
Teller Machine (ATM) terminals on your system. You can choose from a range of
parameter settings, options, and vendors supported by IST/Switch.
The ATM Subsystem is an IST/Switch product that facilitates the development and run-
time execution of on-line banking transactions. IST/Switch (Information Switching Tech-
nology) is a Unix based system designed to support on-line transaction processing
applications. The ATM subsystem is a modular application within IST/Switch that
controls and monitors the ATM terminals within the system. IST/Switch provides the
versatility required to customize your ATM network to meet your interactive information
needs. The ATM subsystem consists of several components which offer the application
of a specific service. Current services include:
multiple communication interfaces
multiple vendor support
encryption services
screen management
error detection and correction
multi-institution support
multi-currency support
multi-language support
terminal device control and support
EMV support
Electronic Journal
Bunch Note Acceptor.
Copyright 2012 FIS 16-November-12 Client Confidential 11
Audience
This guide is intended for FIS clients who use the ATM component of the IST/ Switch
application.
Purpose of this Document
The ATM User Guide is a comprehensive resource to be used for customizing and
maintaining an ATM (Automated Teller Machine) network. The purpose of this guide is
to explain how to configure IST/Switch to run your ATM network. Throughout the
manual you will find examples and detailed descriptions of screens, states, receipts,
host responses, open account relationships, templates, files, and utilities.
Related Documents
Refer to the following documents for the related information:
ATM Subsystem Guide: Provides additional information about the Automated
Teller Machine (ATM).
Communications Subsystem Guide: Provides additional information about
parameters mentioned in this manual.
Copyright 2012 FIS 16-November-12 Client Confidential 12
Revision Log
Date
Effective w/
Version Chapter Change
November 2012 V7.6.1 3, 4 Added ATM Log Supervisory option on
page 81 and page 154
ATM Totals and Balance Detail Screen:
Updated the screen on page 74
and page 165
Added the Recycle count and
Previous recycle count fields on
page 166
ATM Unit Setup Detail Screen:
Updated the screen on page 47
and page 110
Added the Statement printer,
Cash Recycle ATM and ATM
supports voice load fields on
page 114 and page 117
July 2012 V7.6.1 3, 4 ATM Cassettes Detail Screen:
Updated the screen on page 36
and page 195.
Added the Number of coins field
on page 196.
ATM Unit Setup Detail Screen:
Updated the screen on page 47
and page 110.
Added the ATM supports coin
dispense and Max # of coins to
dispense fields on page 114.
April 2012 V7.6.1 3, 4 Added ATM Institution External Signature
option on page 79 and page 183.
Updated the following tables in ATM
Monitor menu:
ATM Commands on page 61 and
page 102.
Remote Key Management
Commands on page 67 and
page 104.
June, 2011 V7.6.1 All Initial version of the manual.
Copyright 2012 FIS 16-November-12 Client Confidential 13
2
Getting Started
Logging onto the IST/Switch application
This chapter provides instructions for logging onto the IST/Switch application. It also
outlines the common screen functions that are available in the various screens of the
application.
Login Procedures
Enter the URL in the web browser. Upon launching the IST/Switch application,
1. Enter your User ID.
2. Enter your Password.
3. Click the Login button. The IST/Switch Login Screen 2 displays.
4. Click IST/Switch link to logon to the application.
Figure 1 IST/Switch Login Screen 1
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Logoff Procedures
To log out of the IST/Switch application:
1. Click the Logout link in the Home Page. The Logout screen is displayed with a
message indicating that the session is logged out:
Figure 2 IST/Switch Login Screen 2
Figure 3 Logout Screen
Copyright 2012 FIS 16-November-12 Client Confidential 15
Home Page
The home page is the starting point for working with the Switch application. Once you
click the IST/Switch link, the home page displays with different functions of the Switch
application.
Button Descriptions
This section provides you with the information about the common screen functions that
are available in the IST/Switch application.
Figure 4 IST/Switch - Components Screen
Buttons Description
The Save button allows you to save the information in the database
and display the next screen.
The Add button allows you to add a new record to the database.
The Cancel button allows you to discard the changes.
The Clear button allows you to remove all the data from the search
fields.
The Back button displays the previous screen.
The Calendar icon allows you to select the date.
The Delete button allows you to delete a record or row.
The Find button is displayed on look up list screens. The button
filters items in the look up list based on the data in the entry field.
Copyright 2012 FIS 16-November-12 Client Confidential 16
Screen Conventions
The following table contains the list of important screen conventions:
The Search button populates and displays a list of criteria pertaining
to the search performed.
This button allows you to perform the sub-search on a list of offered
available items and is used in lookup lists.
Shows more number of records. This button displays only if there
are more number of records.
Buttons Description
When You See It Means That
Title Case and Bold The text is a menu component or a sub-component heading in the
screen.
Hyperlinks You can click the hyperlink word(s) to access additional
information.
Your login session into the application is in progress.
The action is in progress. Please wait.
The time being taken to complete the action that is in progress.
Please wait.
The field is mandatory.
Copyright 2012 FIS 16-November-12 Client Confidential 17
You can click the Calendar icon to display the calendar:
You can then select the desired date to display in the Date field.
Flyover information for the date field is displayed when the mouse
is moved over the calendar icon.
The field has a drop-down list from which you can select the
desired option.
You can scroll to view the entire screen content lengthwise.
You can scroll to view the entire screen content breadthwise.
The group of information on the screen is collapsed.
The group of information on the screen is expanded.
The default group of IST system/institution nodes is active.
The default group of IST system/institution nodes is inactive.
When You See It Means That
Copyright 2012 FIS 16-November-12 Client Confidential 18
The individual system/institution node group is active.
The individual system/institution node group is inactive.
The default list of IST system/institution group nodes are contained
within.
The individual node in the system/institution node group list is
active.
The individual node in the system/institution node group list is
inactive. The icon colours vary based on the status of the
Institution or Network as described below:
The Institution or Network is Offline in the screen.
The Institution or Network is Online in the screen.
The Institution or Network is loading in the screen.
The Institution or Network indicates that the cassette is low in
the screen.
The Institution or Network indicates the supervisor mode in
the screen.
When You See It Means That
or
Copyright 2012 FIS 16-November-12 Client Confidential 19
Using the Look Up Screen
When you click the button to select a field value from a list of offered available
items, a Look Up screen displays. The Look Up screen displays all the valid values for
the field. You can filter the list to make it easier to find the value you need. See the
Example.
1. Enter the required value in the sub-search field. You can use wildcard character *
for partial filtering.
2. Click the Find button to display the search results in the grid.
Or
Click the Clear button to clear the data specified in the fields.
Example
Figure 5 Cassette List Lookup
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Using Common Dialog Boxes
The application has a set of dialog boxes for performing common tasks like save,
cancel, and delete.
Save button
The Save button allows you to save the details to the database.
When you click the Save button, one of the following warning messages display:
When you do not add any or edit any details in a record the following dialog box
displays:
Click the OK button to continue.
When you want to continue with configuration after save, the following dialog box
displays:
Click the Yes button to save the details.
Or
Click the No button to discard the changes.
Figure 6 Warning - Nothing to Save Screen
Figure 7 Warning - Configuration after Save Screen
Copyright 2012 FIS 16-November-12 Client Confidential 21
When you click any other tabs in the screen before saving, the following screen
displays:
Click the Yes button to save the record.
Or
Click the No button to discard the changes.
Cancel Button
The Cancel button allows you to cancel or discard the changes that you made to a
record.
Discarding the Changes
When you want to discard the changes that you made to a record, click the Cancel
button, the following warning displays:
Click the Yes button to discard the changes that you made.
Or
Click the No button to proceed with the changes you made.
Figure 8 Save Record Screen
Figure 9 Warning - Discard the Changes Screen
Copyright 2012 FIS 16-November-12 Client Confidential 22
Cancelling the Changes
When you want to cancel the changes that you made to a record, click the Cancel
button, the following warning displays:
Click the Yes button to cancel the operation.
Or
Click the No button to proceed with the changes you made.
Delete Button
The Delete button allows you to delete a record.
Click the Yes button to delete a record.
Or
Click the No button to cancel the deletion.
Figure 10 Warning - Cancel the Operation Screen
Figure 11 Warning - Delete a Record Screen
Copyright 2012 FIS 16-November-12 Client Confidential 23
Updating Tables
Some tables in the IST/Switch application are editable. These tables have an Add and
Delete button. You can maintain these tables by editing the existing data, by adding
rows, or by deleting rows.
To add a row in the table:
1. Click the Add button. A row will be added in the table. (For example: Refer to the
sample screen on Figure 12).
2. Enter the details in the fields.
3. Click the Save button. The details entered will be saved in the database.
To delete a row in the table:
4. Select a row that you wish to delete.
5. Click the Delete button. A dialog box appears. (See Delete Button).
6. Click the Yes button to delete the record.
Or
Click the No button to cancel the deletion.
To edit a row in the table:
1. Click the field in a row that you wish to edit.
2. Make the required changes.
3. Click the Save button to save the changes to the database.
Or
Click the Cancel button to cancel the changes.
Figure 12 Sample Screen
Copyright 2012 FIS 16-November-12 Client Confidential 24
3
Procedures
This section contains the various procedures for setting up ATMs in IST/Switch. Images
for the screens are included at the beginning of each procedure. For a detailed
explanation of each screen, its fields, and its buttons, see ATM Screen and Field
Descriptions on page 84.
General ATM Setup
ATM FIT Entry
You can use ATM FIT Entry to query and configure FIT Entry records. FIT Entry records
will be used later, during ATM Group configuration, to create FIT lists.
Searching FIT Entry Records
1. Select ATM FIT Entry from the ATM menu.
2. Select an institution from the list provided.
3. Optionally, enter a FIT entry ID to included in the search criteria.
4. Click the Search button to find matching records.
Copyright 2012 FIS 16-November-12 Client Confidential 25
Updating a FIT Entry Records
1. Search for and locate the record you wish to update.
2. Click the row that contains the record. This will open the ATM FIT Entry Detail
Screen and display the record details.
3. Make changes as required.
4. Click the Save button to save the details in the database.
Configuring a New ATM FIT Entry
1. Select ATM FIT Entry from the ATM menu.
2. Click the Add button to display the ATM FIT Entry Detail Screen and follow the
steps below.
3. Select an institution from the list provided. FIT Entry records are configured per
institution.
4. Enter an ID that will be used to identify the fit entry record. The ID is alphanumeric
and up to 10 characters in length.
5. Enter institution offset, PAN length, PAN pad, PAN block type, and PIN length.
These are required fields.
6. Enter optional information in Expiry offset and EKPV comkey.
Figure 1 ATM FIT Entry - Search Screen
Copyright 2012 FIS 16-November-12 Client Confidential 26
7. Enter the conditional fields PAN validation, PAN validation data length, PIN offset,
PIN method, Lang code offset and Decimalization table. These fields are required
only when Verify PIN local is checked.
8. Click the Save button to save the details to the database.
ATM Supervisor Card
You can use ATM Supervisor Card option to configure supervisor cards. Supervisor
cards are used at an ATM to when performing administrative transactions. The ATM
module validates the PAN for all supervisor transactions performed at the ATM.
Configuring a Supervisor Card
1. Select ATM Supervisor Cards from the ATM menu.
2. Click the Add button to display the ATM Supervisor Cards Detail Screen and follow
the steps below:
3. Select an institution from the list provided.
4. Enter the card number of the supervisor card in the PAN field.
5. Enter the maximum number of PIN retries allowed per day before the card is locked
out in the Max PIN failed field.
6. Enter optional additional information about the card.
Figure 2 ATM FIT Entry Detail Screen
Copyright 2012 FIS 16-November-12 Client Confidential 27
7. Click the Save button to save the details to the database.
Deleting a Supervisor Card
1. Select ATM Supervisor Cards from the ATM menu.
2. Click the Search button to display the list of records.
3. Click any record from the search list results that you wish to delete.
4. Click the Delete button to delete the record.
Figure 3 ATM Supervisor Cards Detail Screen
NOTE: All other fields are updated during a supervisor transaction.
Copyright 2012 FIS 16-November-12 Client Confidential 28
Updating a Supervisor Card
1. Select ATM Supervisor Cards from the ATM menu.
2. Click the Search button to display the list of records.
3. Click any record from the search list results that you wish to edit.
4. Update the required fields.
5. Click the Save button to save the details to the database.
Figure 4 ATM Supervisor Card Delete Screen
Figure 5 ATM Supervisor Card Update Screen
Copyright 2012 FIS 16-November-12 Client Confidential 29
ATM State Table Versions
The ATM State Table Versions option is used to search for state table records. You can
also create state table records by the state table compiler process.
Searching for the State Table Records
1. Select an institution from the list provided.
2. Optionally, enter a state table name, and or version.
3. Click the Search button to find matching records.
Figure 6 ATM State Table Versions Search Screen
Copyright 2012 FIS 16-November-12 Client Confidential 30
ATM Status Description
You can use ATM Status Description option to search the status description records
used in the ATM module. The initial set of records are created during installation. You
can add or update records using the ATM Status description field, but normally there is
no need to change the set of records.
Adding a New Status Description Record
1. Select ATM Status Description the ATM menu.
2. Select an institution from the list provided.
3. Click the Add button to open a new row at the top of the table.
4. Enter the status code, severity and description.
5. Click the Save button to save the details in the database.
Figure 7 ATM Status Description Screen
Copyright 2012 FIS 16-November-12 Client Confidential 31
Searching the Status Description Records
1. Select ATM Status Description from the ATM menu.
2. Select an institution from the list provided.
3. Optionally enter a status code or severity level.
4. Click the Search button to find matching records.
Updating a Status Description Record
1. Search for and locate the record you wish to update from ATM Status Description
Search Screen.
2. Make changes as required.
3. Click the Save button to save the details in the database.
Figure 8 ATM Status Description Search Screen
Copyright 2012 FIS 16-November-12 Client Confidential 32
Group Setup
You can use ATM Group to define a segment of an ATM network, to setup and configure
ATM groups. You can also use this option to add new or edit existing ATM Group
records.
Searching for an ATM Group
1. Select ATM Groups from the ATM menu.
2. Select an institution from the list provided.
3. Optionally, enter a group ID and/or a network name.
4. Click the Search button to find matching records.
Figure 9 ATM Groups Search Screen
Copyright 2012 FIS 16-November-12 Client Confidential 33
Updating a Group Entry Record
1. Search for and locate the record you wish to update in the list retrieved from ATM
Status Description Search Screen.
2. Click the row that contains the record. This will open the ATM Group Detail screen
and display the record details.
3. Make changes as required.
4. Click the Save button to save the details in the database.
Configuring a New Group
1. Select ATM Groups from the ATM menu.
2. Click the Add button to display the ATM Group Detail screen and follow the steps
below.
3. Select an institution from the list provided. Group records are configured per
institution.
4. Enter a mandatory group ID that will be used to identify the group. The ID is
alphanumeric and up to 10 characters in length.
5. Enter a mandatory network name to associate the group with. The ID is
alphanumeric and up to 10 characters in length. This is a required field.
6. Optionally enter the KPE transaction threshold, MAC txn threshold.
7. Optional check the Surcharge allowed and Go in service flags.
8. Click the Save button to save the details in the database.
Figure 10 ATM Group Detail Screen
Copyright 2012 FIS 16-November-12 Client Confidential 34
ATM Cassettes
You can use cassette configuration options to define and manage cassette
configurations at a group level.
Searching for a Cassette Configuration
1. Select ATM Cassettes from the ATM menu.
2. Select an institution from the list provided.
3. Enter a group ID or select one from the list displayed when you click the search list
button.
4. Click the Search button to find matching records.
Alternately:
1. Search for an ATM group in the ATM Groups screen.
2. Click the row containing the group record you want to display.
3. Click Cassettes to open the ATM Cassettes screen. The list of cassette
configuration records for the group is displayed.
Figure 11 ATM Cassettes Search Screen
Copyright 2012 FIS 16-November-12 Client Confidential 35
Updating a Cassette Record
1. Search for and locate the record you wish to update in the list.
2. Click the row that contains the record. This will open the ATM Cassettes Detail
screen and display the record details.
3. Make changes as required.
4. Click the Save button to save the details in the database.
Configuring a New Cassettes Record
1. Select ATM Cassettes from the ATM menu.
2. Click the Add button to display the ATM Cassettes Detail Screen and follow the
steps below:
3. Select an institution from the list provided. Cassette records are configured per
institution.
4. Enter a mandatory Group ID or select one from the list displayed when you click the
search list button. The group ID must have been previously configured.
5. Enter a description for the cassette record.
6. Enter the number of cassettes this configuration will support. The cassettes table to
the right is displayed with rows numbered for each cassette.
7. Select the cassette configuration type from the list provided.
Figure 12 ATM Cassettes Update Screen
Copyright 2012 FIS 16-November-12 Client Confidential 36
8. In the table, enter the details for each cassette:
a. Select the Type from the list provided.
b. Enter the Denomination to be dispensed from the cassette.
c. Select the Currency of the denomination.
d. Enter an Denom ID.
e. Enter the Max dispense number.
9. Click the Save button to save the details in the database.
Figure 13 ATM Cassettes Detail Screen
Copyright 2012 FIS 16-November-12 Client Confidential 37
Dispense Tables
You can use the ATM Bill Dispense option to configure dispensing tables for a cassette
configuration record.
Displaying a Dispense Table associated with a Cassette Configuration
1. In the ATM Cassettes screen, search for the ATM Cassette Configuration.
2. Click the row containing the cassette configuration record you are interested in to
display its details on the ATM Cassette Detail screen.
3. Click the Dispense Table button. This opens the dispense table and displays the
list of associated dispense tables.
4. Click the dispense table row you are interested in to display its details.
Example:
Assuming the distribution of cassettes as $5, $10, $20, $50 you will have the following
configuration:
atm.bill 10.842 2 0 0 0
atm.bill 50.842 0 5 0 0
atm.bill 1**.842 0 5 0 1
Figure 14 ATM Cassettes - Dispense Tables Screen
Copyright 2012 FIS 16-November-12 Client Confidential 38
If more than one currency is supported in your system, you must define bill dispense
entries for each currency supported. You do this by associating the amount to the ISO
code for the currency to be dispensed (ISO 4217).
Updating a Dispense Table
1. Search for a dispense table.
2. Click the row that contains the record. This will open the ATM Dispense Table
Detail Screen and display the record details.
3. Make changes as required.
4. Click the Save button to save the details in the database.
Configuring a New Dispense Table
1. Locate a cassette configuration in ATM Cassettes screen and display its details.
2. Click Dispense Tables to display the Dispense Tables screen.
3. Click the Add button to open the Dispense Table Detail. The cassette configuration
screen is displayed.
4. For each dispense amount to be handled by the dispense table:
a. Click the Add button to open a row in the table.
b. Enter the first dispense amount in the Amount cell.
c. Select the type associated with the amount from the list provided.
d. Select the currency of the amount from the list provided. The list of currencies
will depend on the set of currencies used in the cassette configuration.
e. Enter the number of items to dispense from the set of cassettes. The
Remaining to dispense cell is automatically updated and must be "0" when the
number of items are correctly entered.
5. Click the Save button when all entries have been made.
Copyright 2012 FIS 16-November-12 Client Confidential 39
ATM Surcharge Rates
Searching for a Surcharge Rate Record
1. Select ATM Surcharge Rates from the ATM menu.
2. Select an institution from the list provided.
3. Enter a group ID or select one from the list displayed when you click the search list
button.
4. Click the Search button to find matching records.
Alternately:
1. Search for an ATM group in the ATM Groups screen.
2. Click the row containing the group record you are interested in to display its details
on the ATM Group Detail screen.
3. Click the Surcharges button to open the ATM Surcharge Rates screen.
The list of surcharge rate records configured for the group is displayed.
Figure 15 ATM Dispense Table Detail Screen
Copyright 2012 FIS 16-November-12 Client Confidential 40
Updating a Surcharge Rate Record
1. Search for and locate the record you wish to update in the list of surcharges from
ATM Surcharges Search Screen.
2. Click the row that contains the record. This will open the ATM Surcharges Detail
Screen and display the record details.
3. Make changes as required.
4. Click the Save button to save the details in the database.
Configuring a New Surcharge Rate Record
1. Select ATM Surcharge Rates from the ATM menu.
2. Click the Add button to open the detail screen.
3. Select an institution from the list provided. Surcharge rates are configured per
institution and ATM group.
4. Enter the PAN range to which the surcharge rates will apply in the PAN range low
and PAN range high fields.
Figure 16 ATM Surcharges Search Screen
Copyright 2012 FIS 16-November-12 Client Confidential 41
5. Select rate type.
a. If flat, enter the fixed surcharge amount that will be applied to each transaction
from an ATM using the rate record.
b. If rate type Percent, is selected the Percent rate table is displayed. Enter one or
more ranges and the percentage surcharge rate.
i. Click the Add button to open a row in the table
ii. Enter the low and high value of the amount range.
iii. Enter the percentage that is to be used to calculate the surcharge to apply
to each transaction.
c. Repeat for each applicable range.
6. Click the Save button to save the details in the database.
ATM FIT List
You can use ATM FIT Lists option to configure lists of Financial Institutions Tables (FIT).
A FIT list defines the set cards that can be used at an ATMs. Multiple FIT Lists can be
configured for each group.
Searching for a FIT List
1. Select ATM FIT Lists from the ATM menu.
2. Select an institution from the list provided.
3. Select a group from the list displayed when the search list button is clicked.
Figure 17 ATM Surcharges Detail Screen
Copyright 2012 FIS 16-November-12 Client Confidential 42
4. Click the Search button to find matching records.
Alternately:
1. Search for an ATM group in the ATM Groups screen.
2. Click the row containing the group record you are interested in to display its details
in the ATM Group Detail screen.
3. Click the FIT Lists button to open the ATM FIT Lists screen.
The list of fit list records for the group is displayed.
Updating a Fit List Record
1. Search for and locate the record you wish to update in the list retrieved from ATM
FIT List Search Screen.
2. Click the row that contains the record. This will open the ATM FIT List Detail
Screen and display the record details.
3. Make changes as required.
4. Click the Save button to save the details in the database.
Figure 18 ATM FIT List Search Screen
Copyright 2012 FIS 16-November-12 Client Confidential 43
Configuring a new FIT List
1. Select ATM FIT Lists from the ATM menu. FIT lists records are configured per
institution per group.
2. Click the Add button to display the ATM FIT Lists Detail screen and follow the steps
below.
3. Select an institution from the list provided.
4. Enter the group ID of the group for which the FIT lists is to be configured, or click
the search list button to display the Group list and select one. The ID is
alphanumeric and up to 10 characters in length.
5. Click the Add button to open a row in the table.
6. Enter a FIT.
7. Enter the indirect state to associate with the FIT record.
8. Click the search list button to display a list of fit entry records. These are the
records created using the ATM FIT Entry screen.
9. Select one to assign to the FIT record. The details are displayed in the columns to
the right.
Figure 19 ATM FIT Lists Detail Edit Screen
Copyright 2012 FIS 16-November-12 Client Confidential 44
10. Click the Add button to configure additional FIT records as required.
11. Click the Save button to save the details in the database.
Figure 20 ATM FIT List Detail Screen
Copyright 2012 FIS 16-November-12 Client Confidential 45
ATM Unit Setup
You can use ATM Setup option to configure and define the functions of each ATM Unit.
It is used to define operating parameters such as: the type of transactions supported,
device keys, MACing, and PIN processing. In addition the cassette configuration,
dispense, surcharge and support FITs are also specified.
Searching for an ATM
1. Select ATM Unit Setup from the ATM menu,
2. Select an institution from the list provided.
3. Enter a group ID or click the Search button and select one from the list displayed.
4. If required enter an optional Unit number.
5. If required enter a Terminal ID.
6. Click the Search button to find matching records.
NOTE: Terminal is optional based on the screen display. The Group name
or Terminal ID are limited to the number of retrieved records.
Figure 21 ATM Unit Setup Search Screen
Copyright 2012 FIS 16-November-12 Client Confidential 46
Configuring a new ATM Record
1. Select ATM Unit Setup from the ATM menu.
2. Click the Add button to display the ATM Unit Detail screen and follow the steps
below.
3. Select an institution from the list provided. ATM records are configured per
institution.
4. Enter a Group ID or click the Search button and select one from the list displayed.
The group ID must have been previously configured.
5. Enter the Unit number assigned to the ATM. It must unique within the group.
6. Enter the Terminal ID assigned to the ATM.
7. General Tab
a. Enter or select the unit information details in Unit Information section.
b. Enter or select the location details in Location section.
c. Select the required check boxes in Allowed Transaction Types & Functions
section.
Copyright 2012 FIS 16-November-12 Client Confidential 47
8. Cassettes & Dispensing
a. Enter the Cassette configuration the ATM will use or click the Search button
and select one from the list displayed. Cassette configuration records are
setup using the Cassette Configuration screen.
b. Enter the Dispense Table the ATM will use or click the Search button and
select one from the list displayed. Dispense tables are setup using the
Dispense Tables screen accessed via the Cassette Configuration screen.
Figure 22 ATM Unit Setup Detail - General Tab Screen
Copyright 2012 FIS 16-November-12 Client Confidential 48
9. Device Keys
a. Enter the Terminal Master Key (TMK) information for the ATM: specify the key
length, the encrypted key values (Key 1 and 2 in HEX), the check digits, and
check the current key.
b. Enter the Terminal PIN Key (TPK) information for the ATM: specify the key
length, the encrypted key values (Key 1 and 2 in HEX), the check digits, and
check the current key.
i. Enter the threshold values.
ii. The TPK count and TPK exchange date/time are updated at runtime.
c. Enter the Terminal MAC Key (TAK) information for the ATM: specify the key
length, the encrypted key values (Key 1 and 2 in HEX), the check digits, and
check the current key.
i. Enter the threshold values.
ii. The TAK count and TAK exchange date/time are updated at runtime.
d. If the manufacturer is NCR, optionally enter the NCR specific MAC parameters.
Figure 23 ATM Unit Setup - Cassettes & Dispensing Tab Screen
Copyright 2012 FIS 16-November-12 Client Confidential 49
Figure 24 ATM Unit Setup - Device Keys Tab Screen
Copyright 2012 FIS 16-November-12 Client Confidential 50
10. Triton
The Triton tab is enabled only when the manufacturer is set to "Triton.
a. Enter the Triton Configuration parameters.
b. The items under ATM Status Parameters are updated at runtime, and are
display only.
c. Enter the optional messages to be used at the ATM.
Figure 25 ATM Unit Setup - Triton Tab Screen
Copyright 2012 FIS 16-November-12 Client Confidential 51
11. FIT List
a. Enter the ID of the FIT list record that the ATM will use, or click the Search
button and select one from the list displayed. FIT list records are setup at the
Group level using the ATM FIT Lists screen. The FIT records contain the FIT
list record selected are displayed in the table below the entry.
12. Click the Save button to save the details in the database.
Bringing an ATM Unit Online
After setting all required parameters for the ATM Unit, it is brought online by issuing a
loadall command from the ATM Manager:
Loading an ATM Unit
1. Open the ATM Monitor and locate the ATM Unit.
2. Display its details by clicking its icon. The ATM Unit are displayed in the ATM Unit
Status screen.
3. Click Maintain Unit.
Figure 26 ATM Unit Setup - FIT List Tab Screen
Copyright 2012 FIS 16-November-12 Client Confidential 52
4. Click the Load ALL command button.
ATM Monitor
The ATM Monitoring system reports any malfunctioning ATM devices. You can access
the ATM Monitor by selecting it from the ATM menu options.
The screen has four sections:
Figure 27 ATM Monitor Screen
Sections Descriptions
Context Tree Represents the ATM network as a tree - Institutions, Networks
and Groups.
Copyright 2012 FIS 16-November-12 Client Confidential 53
Viewing ATM Status
You can view the status of ATMs by the institution, network, or ATM group level, or by
the individual ATM. There are two methods of accessing the information you need to
view:
Search elements in the Find tab on the right.
Select a node in the Context Tree to activate the related filter.
Both of these search methods are explained in the following procedures:
Institution - Network Displays summary information at the institution, network and
group levels, depending on what is selected in the Context
Tree.
ATM List Displays the ATMs within a group, or the ATMs retrieved based
on the results of search operation initiated via the Find tab.
Find Displays the filter and search options that allow a user to
narrow the list of ATMs displayed in the ATM List tab.
NOTE: Each section except for Find can be:
Expanded or contracted by double clicking inside the tab.
Resized by dragging vertically or horizontally between the tabs.
Sections Descriptions
Copyright 2012 FIS 16-November-12 Client Confidential 54
Using the Find Tab
You can initiate a search using the options in the Find tab. Search criteria is chosen
from the options below:
1. Enter or select the Inst ID & name from the search list.
2. Select one or more options in Networks. The filtered results displays in the ATM
List tab.
3. Select one or more options in Groups. The filtered results displays in the ATM List
tab.
4. Select one or more options in ATMs that are. The filtered results displays in the
ATM List tab.
5. Enter a known unit number within the selected institution in Unit field.
6. Enter a known terminal ID within the selected institution in Terminal ID field.
7. Enter the ATM location in Location field.
8. Click the Search button to find matching records.
Online Show ATMs that are online.
Offline Show ATMs that are offline.
In Supervisor mode ATMs that are in supervisor mode.
Warning Show ATMs that have a warning status.
NOTE: Selections from the context tree may pre-fill data in the above men-
tioned fields. Also, making a selection in one of those fields will auto-
matically affect the display of information in the Institution-Network tab.
NOTE: The Unit, Terminal ID and Location fields are used to search these
fields.
Copyright 2012 FIS 16-November-12 Client Confidential 55
Using the Context Tree Tab
1. Click the Institutions node. The institution's summary information in the
Institution - Network tab displays.
2. Click the Network node. The network's summary information in the Institution -
Network tab and its link to its institution displays.
3. Click the Group node. The group's summary information in the Institution -
Network tab displays.
4. Select a Node. The summary information in the Institution - Network tab displays
in Institution, Network and Group tables.
Figure 28 ATM Monitor - Context Tab Screen
Copyright 2012 FIS 16-November-12 Client Confidential 56
Figure 29 Institution - Network Tab Screen
Selected
Node Filer and Search Elements
Institutions All tabs are enabled, and the Inst ID & name is populated with the list of
institutions that have at least one Network/Group configured.
Institution ID Inst ID & name (disabled).
Displays the selected institution in the combo box.
Network Inst ID & name (disabled).
Networks (disabled).
Displays only the selected network.
Group Inst ID & name (disabled)
Networks (disabled).
Displays only the groups network.
Groups (disabled).
Displays only the selected group; same behaviour as network panel).
Copyright 2012 FIS 16-November-12 Client Confidential 57
ATM Manager
Maintain an ATM Group
1. Click the Maintain Group button in the ATM Monitor Screen on page 52 . The ATM
Manager window opens. You will be prompted to select a node before sending a
group level command.
Refer to Command List section for more information on the buttons.
Figure 30 ATM Manager - Maintain Group Screen
Copyright 2012 FIS 16-November-12 Client Confidential 58
Maintain an ATM Unit
To send commands to an ATM unit:
1. Locate the ATM in the ATM List tab.
2. Click it to open the ATM Unit Status screen.
3. Click Maintain Unit to open the ATM Manager window.
4. Click the required command button. The node the ATM unit is connected to is
displayed in the Node drop-down list.
Figure 31 ATM Unit Status Screen
Copyright 2012 FIS 16-November-12 Client Confidential 59
Figure 32 Maintain Unit Screen
Copyright 2012 FIS 16-November-12 Client Confidential 60
Command List
The following is a list of commands:
ATM Server Commands
Clicking This Button Description
Applicable
Level
Show Bill Table Bill table associated with the device. Device (unit)
Show Cassette Cfg Cassette configuration associated with the device. Device (unit)
Denom Table BNA denomination for the given device. Institution
Show Device Group Information, ATM information, state table,
device state information, DES keys information for
the given device.
Device (unit)
Show Status Status and fitness for the given device. Device (unit)
Show Fitness FIT information for the given device. This
information is retrieved from ATMFIT,
ATMFITENTRY tables.
Device (unit)
Show State Table HOSTSTATE and OPKEY information from the
State table image file.
Device (unit)
Update ATM Update shared memory with information from ATM
table.
Device (unit)
or ALL
Update Group Update shared memory with information from
ATMGROUP table.
Group or ALL
Update FIT Inst Update shared memory with information from
ATMFIT, ATMFITENTRY tables.
Institution or
ALL
Update Opkey Update shared memory with OPKEY information
from the state table image file.
ALL (System)
Update Host State Update shared memory with HOSTSTATE
information from the state table image file.
ALL (System)
Update Bill Table Update shared memory with Bill table information
for the device ATMDISPENSECFG and
ATMDISPENSEITEM tables.
ALL (System)
Update Cassette Cfg Update shared memory with cassette
configuration from ATMCASSETTECFG table.
ALL (System)
Update Route Update shared memory with ATM server route
information from ATMSRV_ROUTE table.
ALL (System)
Log Off Turn Off Logging for the device.
Copyright 2012 FIS 16-November-12 Client Confidential 61
Log On Turn On logging for the device.
Mark Idle Mark the given device idle. Device (unit)
Show Route Show ATM server route table loaded in shared
memory.
ATM Commands
Clicking This
Button Description Applicable Level
Into Service This command is used to place the ATM terminal
in service. The terminal can then accept
customer transactions. Use this option after the
ATM has been out of service. This might
happen if branch personnel serviced the ATM or
the operator set it out of service for any reason.
Inst, Group, Device
(unit), ALL
Out of Service This command places the ATM terminal
temporarily out of service. If the terminal is in the
middle of a transaction, the ATM stays in service.
This request successfully executes when the
ATM is idle. Use this option any time you wish to
Inst, Group, Device
(unit), ALL
Clear Status The ATM server maintains a status list for
each ATM terminal. The list holds the last 5
status codes returned by the ATM. Use "all"
following the clear status command to remove
all status codes. Specify the error code for the
status_number to remove only that item from
the list. This option is used for information
only. Clearing the status has no effect on how
the ATM server processes transactions at the
ATM. To actually bring a malfunctioning
device back on-line, use the clear fitness
command.
Inst, Group, Device
(unit)
ATM Server Commands
Clicking This Button Description
Applicable
Level
Copyright 2012 FIS 16-November-12 Client Confidential 62
Clear Fitness The ATM server maintains a status for each
ATM sub device. The status details the
functionality (or fitness) of the sub device.
When the ATM server discovers a
malfunction in one of the sub devices, it sets
a status flag for that device and takes it out of
service. Once the sub device has been
corrected, a clear fitness command must be
issued to inform the ATM server that the sub
device is now functional.
You can specify "all" to clear the status of all
the sub devices or you can specify the
device_name listed below:
Inst, Group, Device
(unit)
Load All This command loads all data to the ATM. Use
this command when a new ATM is added to the
network, when a new state table has been
created, or you suspect that a device has lost its
previously-loaded state table information.
Inst, Group, Device
(unit)
Load Date Loads the current date into the ATM. Inst, Group, Device
(unit)
Load EMV Loads the EMV_DEF configuration in the
state.tbl into the specified ATM unit.
Inst, Group, Device
(unit)
ATM Commands
Clicking This
Button Description Applicable Level
dep Depository
dip Dispenser
div Delivery device
dvr Divert device
arm Alarm status
jpt journal printer
msc miscellaneous status
rpt receipt printer
trp trap status
Copyright 2012 FIS 16-November-12 Client Confidential 63
Load FIT This command loads the Financial Institution
Table (FIT) into memory. The FIT information
is loaded from ATMFIT and ATFITENTRY
tables. The indirect state field is used to
associate the cardholder with a financial
institution. Use this command whenever you
are adding a new terminal to the system,
changing the indirect state, or when you
suspect that the FIT table has been
corrupted.
Inst, Group, Device
(unit)
Load Misc This command loads the CONFIG,
MISC_CONFIG_DATA, and TIMER _DEF
sections from the state table file into the ATM
terminal. Use this command whenever you
change one of the parameter values defined
in one of the sections. Compile the state table
file before issuing this command.
For BNA, this command includes the
Enhanced Parameters Options defined in
the state table. These options are defined
only for NDC ATMs.
Inst, Group, Device
(unit)
Load Screen This command loads the state screens into
the ATM terminals memory. Use this
command whenever you change or add a
new screen to the SCREEN _DEF section in
the state table file. New screens will also
require a change in the STATE_TABLE
section, in which case a load state command
should also be issued. Note that you will need
to re-compile the state table before issuing
the load command.
Inst, Group, Device
(unit)
Load Screen Set Loads into the ATM a particular screen from
the state table.
Inst, Group, Device
(unit)
Load State This command is used whenever the ATM
state flow logic, as defined in the
STATE_TABLE section of the state table file,
has been changed. Compile the state table file
and then issue this command to load the state
flow into the ATM terminals memory.
Inst, Group, Device
(unit)
Load Fmttemps Load format templates. This is a Diebold only
command.
Inst, Group, Device
(unit)
ATM Commands
Clicking This
Button Description Applicable Level
Copyright 2012 FIS 16-November-12 Client Confidential 64
Load Mac This command generates a new Message
Authentication Key to be loaded to the device.
It is also used to load MAC keys to a group of
ATMS.
Inst, Group, Device
(unit)
Load Macsel This option is used only by NCR devices to
load the Selective Message Authentication
Key configuration to an ATM. It can also be
used at the group level.
Inst, Group, Device
(unit)
Load KPE Load a Pin Encryption Key to a single ATM or
group of ATMS.
Inst, Group, Device
(unit)
Load Key Forces a device to accept new encryption
keys. Under normal operations the switch
automatically injects new keys to each ATM
using a pre-configured interval. This option
allows you to load keys outside of the regular
interval.
Inst, Group, Device
(unit)
Get Counters Stores the information of the counters before
they get reset. With this approach, the counters
from the ATM and the counters reported by the
ATM subsystem will be synchronized.
Inst, Group, Device
(unit)
Get H/W Config This command is available only for NDC. This
command sends a request to get hardware
configuration information from the ATM.
Inst, Group, Device
(unit)
Get Supplies Data This command is available only for NDC. The
request returns the fitness of all the ATM internal
devices, including BNA. The command
response is the status message from the ATM
which updates the internal device supplies status
and fitness within the ATM system.
Inst, Group, Device
(unit)
Get Fitness Data This command is available only for NDC. The
request returns the fitness of all the internal
devices that are part of the terminal. The
command response is the status message
from the ATM. It updates the internal device
fitness within the ATM system.
This command supports BNA, as well as
other devices.
Inst, Group, Device
(unit)
ATM Commands
Clicking This
Button Description Applicable Level
Copyright 2012 FIS 16-November-12 Client Confidential 65
Correcting Common ATM Faults
This section provides ATM operations personnel with the methods and procedures to
identify, correct, and clear ATM operating faults. A faulty condition is eventually isolated
to either a particular device or a sub-device in the ATM network or to ATM configuration
and operating data in the ATM subsystem.
Examples of possible faults are as follows:
ATM unit failure (e.g due to loss of power)
Hardware devices within an ATM unit such as: bill dispense cassettes, receipt
printers, journal printers, card readers, security PIN decrypting device, envelope
cassette, etc.
Memory locations that contain FIT tables, State tables, Miscellaneous timers,
Device keys
Communication devices such as modems and transmission facilities.
Examples of possible faults with the ATM subsystem configuration or operating data:
State tables,
FIT tables,
Get BNA Def Requests the BNA configuration from the
terminal. When the response is received, the
terminal configuration is validated against the
configuration of the ATM system. If any
difference between the two is detected, a
Fatal Error is recorded in the debug file, and no
further BNA transactions are allowed.
Inst, Group, Device
(unit)
Start EJ Requests the electronic journal upload to the
ATM, and processes the messages coming
from the device. The block size parameter of
the command is optional for NCR and
specifies the size of the EJ message. The
default value is 350, which is the maximum
block size allowed.
Inst, Group, Device
(unit)
Stop EJ Stop the electronic journal upload. This
command can be issued after the electronic
journal upload has started and before it is
completed.
Inst, Group, Device
(unit)
BNA Supply
counters
Get BNA supply counter for Wincor. Inst, Group, Device
(unit)
ATM Commands
Clicking This
Button Description Applicable Level
Copyright 2012 FIS 16-November-12 Client Confidential 66
Screen tables,
Miscellaneous data (e.g. timers),
Device Keys table,
Device configuration, Network Id or BIN,
PIN verification tables,
Transaction related data (e.g. currency codes, card types),
Language data.
Procedures of Correcting Common ATM Faults
A corrupt or incorrect encryption key problem manifests itself when the ATM rejects
most or all cards with PIN verification errors. Encryption issues typically occur when the
terminal malfunctions during a routine key exchange and is unable to notify IST/ Switch
of the error.
Under normal operations, new PIN Encryption Keys (PEK or KPE) are automatically
injected into each ATM Terminal at a pre-configured interval. You can execute this utility
to supersede this pre-configuration.
If you suspect that a malfunction at the ATM is caused by corrupt or incorrect encryption
keys, use the following procedure:
1. In the ATM Monitor screen locate the ATM unit with the problem, and click it to
display it's details in the ATM Unit Status screen.
2. Next, select Maintain Unit to open the ATM Manager.
Copyright 2012 FIS 16-November-12 Client Confidential 67
3. Select the Load Key from the list of command buttons and follow the instructions.
See the section on ATM Monitor on page 52 for details on using the ATM Manager.
Figure 33 Maintain Unit Screen
Remote Key Management Commands
Clicking This Button Description
Applicable
Level
Generate RSAP Generate RSA key pair. Inst
Val PK Int Sign (NCR only) validate pk signature for internal
institution.
Inst
Val PK Ext Sign (NCR only) validate pk signature for institution. Inst
Auth Request (NCR only) authentication request for device(s) Device (unit)
Init Key Load (NCR only) load master key for device(s). Inst, Device
(unit)
Remote Key Load (NCR only) exec auth_req and init_key_load
for device(s).
Inst, Device
(unit)
Copyright 2012 FIS 16-November-12 Client Confidential 68
Gen Cert Req (DBD only) generate cert request for inst. The
certificate is created at in the $ISTDIR/ files/
atm/remote_key_management location as
pkcs_10_<inst>.pem. This file is in PKCS#10
format.
Inst
Val PKCS7 (DBD only) val cert for inst, level is one of
(R)oot,P(rim),S(ec). This will import the files
received from Diebold into IST database. The
file received is in PKCS#7 format.
Inst
Val Cert Req (DBD only) validate PKCS#7 files received
from Diebold.
Inst
Cert Exchange Exchange certificates with ATM. This
command will send the HOST certificate to the
ATM and request for the ATMs certificate.
Device (unit),
ALL
Remote Key Trans Initiate remote key load sequence. This will
send the Terminal Master Key to the ATM and
also update the IST database with the new
Terminal Master Key.
Device (Unit).
ALL
Load Master Key Remote load of terminal master key, no
arguments, both certificate, signature.
Applicable for all ATM types.
Inst, Group,
Device (unit)
Get RKM Capability Get RKM capability, signature vs certificate for
device(s). This is applicable to Wincor only.
Inst, Group,
Device (unit)
NOTE: When you click any one of the buttons in the command list, the Com-
mand Result is displayed as shown in the Server Response Screen.
Remote Key Management Commands
Clicking This Button Description
Applicable
Level
Copyright 2012 FIS 16-November-12 Client Confidential 69
Figure 34 Server Response Screen
Copyright 2012 FIS 16-November-12 Client Confidential 70
General Inquiry
ATM Electronic Journal
You can use this ATM Electronic Journal option to search for ATM electronic journal files
stored by the Electronic Journal (EJ) process.
Searching the ATM Electronic Journal Records
1. Select ATM Electronic Journal from the ATM menu.
2. Select an institution from the list provided.
3. Enter a group ID or select one from the list displayed when you click the search list
button.
4. Optionally enter the following:
Unit number
Start date from
Start date to.
5. Click the Search button to find matching records.
Figure 35 ATM Electronic Journal Search Screen
Copyright 2012 FIS 16-November-12 Client Confidential 71
Viewing the Details of an ATM Electronic Journal Record
1. Locate the record in the table after searching for the ATM Electronic Journal.
2. Click the row containing the record you are interested in to display its details on the
ATM Electronic Detail Screen.
ATM Status History
Searching the ATM Status History
1. Select ATM Status History from the ATM menu.
2. Select an institution from the list provided.
3. Enter a group ID or select one from the list displayed when you click the Find
button.
4. Optionally enter information in the following fields:
Unit
Start Date from
Start date to
Status.
5. Click the Search button to find matching records.
Figure 36 ATM Electronic Detail Screen
Copyright 2012 FIS 16-November-12 Client Confidential 72
ATM Totals and Balance
Searching for ATM Totals and Balance
1. Select ATM Totals and Balance from the ATM menu.
2. Select an institution from the list provided.
3. Enter a group ID or select one from the list displayed when you click the Find
button.
4. Optionally enter information in the following fields:
Unit
Terminal ID.
5. Click the Search button to find matching records.
Figure 37 ATM Status History Search Screen
Copyright 2012 FIS 16-November-12 Client Confidential 73
Figure 38 ATM Total and Balance Search Screen
Copyright 2012 FIS 16-November-12 Client Confidential 74
Viewing the Totals and Balance Details for an ATM
1. Search for and locate the record you wish to view in the table.
2. Click the row that contains the record. This will open the ATM Totals and Balance
Detail Screen and display the record details.
ATM Remote Key Management
You can use ATM Remote Key Management option to search the remote key
management records created using the remote key commands in ATMCMD. These
commands are executed, via the ATM Manager.
Searching for ATM Remote Key Management Records
1. Select ATM Remote Key Management from the ATM menu.
2. Select an institution from the list provided.
3. Enter a group ID or select one from the list displayed when you click the Find
button.
4. Optionally enter a Unit number.
5. Select an ATM model from the list provided.
Figure 39 ATM Totals and Balance Detail Screen
Copyright 2012 FIS 16-November-12 Client Confidential 75
6. Click the Search button to find matching records.
To display the certificate information click a row in the table. Depending on the ATM
model either ATM Remote Key Management - Diebold Screen or ATM Remote Key
Management - NCR Screen information will be displayed.
Figure 40 ATM Remote Key Management Search Screen
Copyright 2012 FIS 16-November-12 Client Confidential 76
Figure 41 ATM Remote Key Management - Diebold Screen
Figure 42 ATM Remote Key Management - NCR Screen
Copyright 2012 FIS 16-November-12 Client Confidential 77
ATM Institution Remote Key Management
Searching for ATM Institution Remote Key Management Records
1. Select ATM Institution Remote Key Management from the ATM menu.
2. Select an institution from the list provided.
3. Select an ATM model from the list provided.
4. Click the Search button to find matching records.
To display the certificate information click a row in the table. Depending on the ATM
model, either ATM Institution Remote Key Management Detail - Diebold Screen or ATM
Institution Remote Key Management Detail - NCR Screen information displays.
Figure 43 ATM Institution Remote Key Management Screen
Copyright 2012 FIS 16-November-12 Client Confidential 78
Figure 44 ATM Institution Remote Key Management Detail - Diebold Screen
Copyright 2012 FIS 16-November-12 Client Confidential 79
ATM Institution External Signature
You can use this ATM Institution External Signature option to search signature/
certificate for an institution provided by an external institution.
Searching the ATM Institution External Signature Records
1. Select the ATM Institution External Signature from the ATM menu.
2. Select an institution from the list provided.
3. Select an external institution from the list provided.
4. Enter the key version.
5. Enter the external PK version.
Figure 45 ATM Institution Remote Key Management Detail - NCR Screen
Copyright 2012 FIS 16-November-12 Client Confidential 80
Viewing the Details of an ATM Institution External Signature
Record
This screen is used to view the signature/certificate information for an institution
provided by an external institution.
1. Locate the record in the table after searching for the ATM Institution External
Signature.
2. Click the row containing the record you are interested in to display its details on the
ATM Institution External Signature Search Screen.

Figure 46 ATM Institution External Signature Search Screen
Figure 47ATM Institution External Signature Detail Screen
Copyright 2012 FIS 16-November-12 Client Confidential 81
ATM Log Supervisory
You can use ATM Log Supervisory screen to view logged supervisory messages for
supervisory operations such as Totals inquiry/reset, Cash management (cash add,
cash subtract, cassette reset e.t.c).
Searching ATM Log Supervisory Records
1. Select ATM Log Supervisory from the ATM menu.
2. Select an institution from the list provided.
3. Select the group name from the list provided.
4. Optionally, enter the Shclog ID and Unit to include in the search criteria.
5. Click the Search button to find the matching records.
Figure 48 ATM Log Supervisory - Search Screen
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Viewing the ATM Log Supervisory Details
1. Search for and locate the record you wish to view in the table.
2. Click the row that contains the record. This will open the ATM Log Supervisory
Totals Log Screen or ATM Log Supervisory Cash Management Log Screen and
display the record details.
NOTE: The fields in the detail screen displays based on the function code.
Refer ATM Log Supervisory Totals Log Screen and ATM Log Supervi-
sory Cash Management Log Screen.
Figure 49 ATM Log Supervisory Totals Log Screen
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Figure 50 ATM Log Supervisory Cash Management Log Screen
Copyright 2012 FIS 16-November-12 Client Confidential 84
4
ATM Screen and Field Descriptions
This chapter describes all the screens within the ATM components. It also elaborates
on the available fields, standard features and buttons for all the screens. In this section,
the screens and their information are listed in the alphabetical order.
The ATM screens are used to configure and maintain the records for the ATM network.
They are accessed from the ATM option on the menu bar in the IST/Switch application:
Accessing a particular screen is explained under each menu option. It tells you how to
access the screen from the IST/Switch main menu.
For example: IST Switch-->ATM-->General ATM Setup-->ATM FIT Entry
where:
To access ATM menu option:
IST Switch-->ATM
IST Switch Is the main link.
ATM Is the ATM component.
General ATM Setup Is a menu option under ATM component.
ATM FIT Entry Is the sub-menu under General ATM Setup menu.
Figure 1 ATM Options
Copyright 2012 FIS 16-November-12 Client Confidential 85
The ATM component has the following functions:
General ATM Setup
Group Setup
ATM Unit Setup
ATM Monitor
General Inquiry
NOTE: When the Search button appears in the access flow, it implies that the
necessary search fields have been completed.
For example: IST Switch-->ATM-->Group Setup-->ATM Groups
-->Search button.
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ATM Monitor
The ATM Monitor option is used to monitor ATMs.
To access this screen:
IST Switch-->ATM-->ATM Monitor
The ATM Monitor screen has 4 sections or tabs. Each tab displays a certain type of
information or performs a particular function.
Figure 2 ATM Monitor Screen
Tab Description
Context Tree Displays the hierarchy of ATMs.
Institution-Network Displays summary information for the item selected in the
context tree.
ATM List Displays the ATMs.
Find Displays fields you can use to search for a specific ATM.
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Changing the Screen Display
You can expand and collapse the tabs using two different methods. If you double-click in
a tab, the tab will resize to fill the screen and hide the other tabs. If you double-click
again, the screen will return to its default display. Clicking the Refresh button also
returns the screen to its default display.
The other method is to move the cursor between two tabs. The cursor changes to an
expand cursor as shown in the following diagram.
When the cursor changes, press the main mouse button and increase or decrease the
tabs as needed.
The Find tab does not resize.
Context Tree Tab
The context tree tab displays the ATM in tree screen. The tree begins with the institution
and shows the networks and groups that belong to the institution in the hierarchy. Each
institution or network node can be opened to display the network nodes or group nodes
that belong to it.
The color of the node represents the most severe problem of any single ATM within that
hierarchy. These colors are described in Screen Conventions section.
When you click on a node, the summary information for that node is displayed in the
Institution-Network tab.
Figure 3 Horizontal and Vertical Expansion Cursor
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Figure 4 Context Tree tab
Copyright 2012 FIS 16-November-12 Client Confidential 89
Institution-Network Tab
Displays the summary information for the node (institution, network, or group) that is
selected in the context tree and the summary information for the node(s) that is higher
than the selected node. For example, clicking on the institution node displays the
institutions summary information in the Institution-Network tab. While clicking on the
group node displays the groups summary information, along with the summary
information of the network to which it belongs, and the institution to which the network
belongs.
Institution Summary
The name or identifier of the institution.
Networks: Number of ATM networks the institution has.
Groups: Number of groups the institution has.
ATMs: Number of ATMs that belong to the institution.
Network Summary
(Network name): The name or identifier of the network.
Groups: Number of groups the network has.
ATMs: Number of ATMs that belong to the network.
Group Summary
(Group name): The name or identifier of the group.
ATMs: Number of ATMs that belong to the group.
DBD: Number of Diebold ATMs
NDC: Number of NCR ATMs
WDB: Number of Wincor ATMs running Diebold TCS emulation
WND: Number of Wincor ATMs running NDC emulation
TRN: Number of Triton ATMs
Figure 5 Institution - Network Tab
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ATM List Tab
The ATMs are displayed in the ATM list depending on the choices made in the context
tree, institution-network tab or Find dialog.
Each ATM is represented by an icon the indicates the ATMs current state.
Figure 6 ATM List tab
ATM Icon Description
Online
Supervisor Mode
Warning
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Additional information about the ATM is available if you move the cursor over the icon.
Cassette Low
Offline
Loading
Figure 7 ATM Additional Information
ATM Icon Description
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Find Tab
The Find tab allows you to search within the available context. As selections are made
in the context tree, the relevant portions of the Find tab are completed.
When this is selected This search criteria Has this status
No selections Inst ID & name
Networks
Groups
ATMs that are
Unit
Terminal ID
Location
Available
Available
Available
Available
Available
Available
Available
Institution Inst ID & name
Networks
Groups
ATMs that are
Unit
Terminal ID
Location
Prefilled and disabled
List available
Available
Available
Available
Available
Available
Institution and network Inst ID & name
Networks
Groups
ATMs that are
Unit
Terminal ID
Location
Prefilled and disabled
Prefilled and disabled
List available
Available
Available
Available
Available
Institution, network, and
group
Inst ID & name
Networks
Groups
ATMs that are
Unit
Terminal ID
Location
Prefilled and disabled
Prefilled and disabled
Prefilled and disabled
Available
Available
Available
Available
Copyright 2012 FIS 16-November-12 Client Confidential 93
Field Descriptions
Institution ID & name
Mandatory
The name and ID of the institution whose ATMs you are searching for.
Networks
Optional
The name of the network whose ATMs you are searching for.
Groups
Figure 8 IST Find tab
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Optional
The name of the group whose ATMs you are searching for.
ATMs that are
Optional
The status of the ATMs for which you are searching.
Unit
Optional
The unit of the terminal for which you are searching.
Terminal ID
Optional
The ID of the terminal for which you are searching.
Location
Optional
The location of the terminal for which you are searching.
ATM Monitor Buttons
Button Description
Displays the ATM Manager - Maintain Group page.
Updates the status information from the system.
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ATM Unit Status
To access this screen:
IST Switch-->ATM-->ATM Monitor-->(click on ATM in ATM List)
Figure 9 ATM Unit Status Screen
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Field Descriptions
All the fields in the ATM Unit Status screen are display fields.
Inst ID & name
The institution to which the group belongs.
Network name
A user defined network name that is used to identify a set of groups. The network
name is unique within an institution.
Group name
User defined name used to identify the group.
Severity
The severity level of the status.
Fault
The current fault value of the ATM.
Unit
The ID assigned to the ATM. The ID must be within the range 1 to 999, and must
be unique per group.
Terminal ID
The terminal ID assigned to the ATM Unit. It should be unique per institution. The
value is 8 characters except for Triton ATMs where the value can be up to 15
characters.
Current node
The current node of the ATM.
Last out of service date
The last date and time the ATM was out of service.
Last message time
The time of the last message from the ATM.
Cassette Balance Table
This table displays the current balance in each cassette configured for the ATM.
Copyright 2012 FIS 16-November-12 Client Confidential 97
Cassette#
The number of the cassette being reported on.
Reject Count
The number of bills rejected.
Currency
The currency of the item dispensed from the cassette.
Current Balance
Current balance of the money in the cassette.
Reset Date
The last date and time the cassette was reset.
Transaction Totals Table
This table displays statistical information for the ATM
TranType
The type of transaction. Valid values are:
Count
The sequential number of this transaction since the last reset.
Currency
The currency of the transaction.
Amount
The amount of this transaction.
Value Description
1 Withdrawal
2 Deposit
3 Transfer
4 Balance/inquiry
5 Payment (loan/bill)
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Reset Date
The last date and time the cassette was reset.
ATM Unit Status Buttons
Button Description
Displays the ATM Manager - Maintain Unit: (Maintain Unit).
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ATM Manager
The ATM Manager screen is used to issue ATM commands. There are two versions of
this screen.
Maintain Group
Maintain Unit
The screens have the same fields and functionality so both are described here. The
ATM Manager form lets you perform the following functions:
Put one or more devices into service
Take one or more devices out of service
Show a device status
Load ATM FIT (Financial Institution Tables) to a device
Load ATM states (most models) to a device
Load ATM screens (most models) to a device
Load miscellaneous information to the device
Initialize the device (states, fits, configuration and screens) in one step
Change encryption keys with a device
Clear the IST/Switch servers' idea of the fitness of each subdevice for an
ATM device
Clear the reported status codes for a device
Update ATM units
Load MACs and Selective MACs
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Maintain Group
To access this screen:
IST Switch-->ATM-->ATM Monitor-->Maintain Group button

Figure 10 ATM Manager - Maintain Group
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Maintain Unit
To access this screen:
IST Switch-->ATM-->ATM Monitor-->(click on ATM in ATM List)-->Maintain
Unit button
ATM Server Commands
Figure 11 ATM Manager Maintain Unit
Button Description
Denom Table Display the BNA denomination for the device.
Markidle Mark the device as idle.
Show Bill Table Shows the bill table associated with the device.
Show Cassette... Show the cassette configuration for the device.
Show Device Displays the group information, ATM information, state table, device state
information, and DES keys information for the device.
Show Fitness Display FIT information for the device.
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ATM Commands
Show Route Show the ATM server route table loaded in shared memory.
Show State
Table
Displays the HOSTSTATE and OPKEY information.
Show Status Display the status and fitness for the device.
Update ATM Update share memory with information from the ATMGROUP table.
Update Bill Table Updated shared memory with the HOSTSTATE information from the state
table.
Update Cassette Update shared memory with Cassette Configuration screen the
ATMCASSETTECFG file.
Update Fitness Update shared memory with information from the ATMFIT and
ATMFITENTRY tables.
Update Group Update shared memory with information from the ATMGROUP table.
Update Host St... Update shared memory with the HOSTSTATE information from the state
table.
Update Opkey Update shared memory with the OPKEY information from the state table.
Update Route Update shared memory with the ATM server route information from the
ATMSRV_ROUTE table.
Button Description
Button Description
Clear Fitness Informs the ATM server that the sub-device is now functional. This
command clears any error conditions previously detected at the device.
Possible sub-devices are: Depository, Dispenser, Delivery device, Divert
device, Alarm status, Journal printer, Miscellaneous status, Receipt
printer, Trap status.
Clear Status Clears the status list from the ATM. This command does not affect how the
ATM server processes transactions at the ATM. Use Clear Fitness to bring
a malfunctioning device back online.
Get BNA Def Requests BNA configuration from the terminal. If the BNA configuration of
the ATM does not match the BNA configuration of the ATM system, a fatal
error is recorded in the debug file, and no further BNA transactions are
allowed.
Get Counters Stores the information of the counters before they get reset. With this
approach, the counters screen the ATM and the counters reported by the
ATM subsystem are synchronized.
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Get Fitness Data Requests the fitness of all internal devices that are part of the terminal.
The internal device fitness within the ATM system is updated with this
information. This command is for NDC terminals only.
Get H/w Cfg Gets the hardware configuration information from the ATM. This command
is for NDC terminals only.
Get Supplies D... Requests the fitness of all the ATM internal devices. The internal device
supplies status and fitness within the ATM system is updated with this
information. This command is for NDC terminals only.
Into Service Places the ATM in service. Use this option after someone has taken the
ATM out of service.
Load All Loads all data to the ATM.
Load Date Loads the current date into the ATM.
Load EMV Loads the EMV-DEF configuration in the state_tbl into the specified ATM
unit.
Load Fitness Loads Financial Institution Table (FIT) into memory.
Load Fmttemps Loads the format templates. This command is for Diebold terminals only.
Load Key Forces the ATM to accept a new encryption key. Under normal operations,
the switch automatically injects new keys to each ATM using a pre-
configured interval. This command can be used outside of the pre-
configured interval to load new encryption keys.
Load KPE Loads a PIN Encryption Key to a single or a group of ATMs.
Load Mac Generates a new Message Authentication Key to be loaded to a single
ATM or a group of ATMs.
Load Misc. Loads the CONFIG, MISC_CONFIG_DATA and TIMER_DEF sections
from the state table file into the ATM terminal.
Load Screen Downloads screens to the ATM. Screens determine how the information is
presented to the customer. Some devices accept only textual information,
while others accept graphical information. These screens are either
created at the switch or are already resident in the device. Use this option
when a new device is added to the network, when a change in the device
configuration occurs, or when you suspect that the device has lost its
previously loaded information.
Load Screen Set Loads a particular screen from the state table.
Load Selmac Loads the Selective Message Authentication Key configuration to an ATM
or a group of ATMs. This command is for NCR terminals only.
Load State Loads the state flow logic from the STATE_TABLE to the ATM.
Button Description
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Remote Key Management Commands
Out of Service Places the ATM temporarily out of service. When in this state, the ATM will
not accept customer transactions. This state is often used when work
needs to be performed on the device.
Start EJ Requests the electronic journal upload to the ATM.
Stop EJ Stops the electronic journal upload.
BNA Supply
counters
Gets BNA supply counter for Wincor.
Button Description
Button Description
Auth Request Requests authentication for the device(s). This command is for NCR
terminals only.
Cert Exchange Sends the HOST certificate to the ATM and requests the certificate from
the ATM.
Gen Cert Req... Generates a certification request for the institution. This command is valid
for Diebold terminals only.
Generate
RSAP...
Generates an RSA key pair.
Init Key Load Loads the master key for the device. This command is for NCR terminals
only.
Remote Key Lo... Requests authentication for the device and loads the master key for the
device(s). This command is for NCR terminals only.
Remote Key
Tra...
Sends the Terminal Master Key to the ATM and updates the IST database
with the new Terminal Master Key.
Val Cert Request Validates the PKCS#7 (cryptographic message syntax standard) files
received from Diebold. This command is valid for Diebold terminals only.
VAL PK Ext Sign Validates PK signature for institution. This command is for NCR terminals
only.
Val PK Int Sign Validates PK signature for internal institution. This command is for NCR
terminals only.
Copyright 2012 FIS 16-November-12 Client Confidential 105
Val PKCS7 Imports the files received from Diebold into the IST database. The file is
the validation certificate for an institution and is at the level of root (R),
primary (P), secondary (S). This command is for Diebold terminals only.
Load Master Key Remote load of terminal master key, no arguments, both certificate,
signature. Applicable for all ATM types.
Get RKM
Capability
Get RKM capability, signature vs certificate for device(s). This is
applicable to Wincor only.
Button Description
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ATM Unit Setup
ATM Unit Setup option is used to configure and define the functions of each ATM Unit. It
is used to define operating parameters such as: the type of transactions supported,
device keys, MACing, and PIN processing. In addition, the cassette configuration,
dispense, surcharge and support FITs are also specified. Each ATM Unit must be
assigned the following:
A Cassette Configuration from the list available to the group to which the
ATM is assigned.
A Dispense Table from the list of defined for the assigned Cassette
Configuration.
A FIT List from the set configured for the group to which the ATM is
assigned.
ATM Unit Setup Search and Results Screen
To access this screen:
IST Switch-->ATM-->ATM Unit Setup
Figure 12 ATM Unit Setup Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 107
Field Descriptions
Search Fields
Either the Group name or the Terminal ID must be completed in conjunction with the
Inst ID & name to perform a search.
Inst ID & name
Mandatory
The institution for whose ATMs you are searching.
Group name
Optional
The group name for which you are searching.
Unit
Optional
The Unit ID for which you are searching.
Terminal ID
Conditional
The terminal ID for which you are searching. The value is 8 characters except for
Triton ATMs where the value can be up to 15 characters.
NOTE: In the ATM Unit Setup screen, either Group name or Terminal ID
is mandatory.
Copyright 2012 FIS 16-November-12 Client Confidential 108
Search Results Fields
All search results fields are display only.
Unit
The ID assigned to the ATM. The ID must be within the range 1 to 999, and must
be unique per group.
Manufacturer
The manufacturer of the ATM.
Emulation
The emulation configured at the ATM.
Model
The manufacturer assigned model number of the ATM.
Acceptor name
The acceptor name and location of the ATM.
Geo Location
The geographic location of the terminal.
Go in service
An indicator specifying whether or not the ATM is configured to have a "go in
service" command is to be sent to it during startup of the system.
Local PIN verification
An indicator specifying whether or not the ATM is configured to verify the PIN
(Personal Identification Number).
MAC req
An indicator specifying whether or not the ATM is configured to use MACing.
Terminal ID
The terminal ID assigned to the ATM Unit.
When you click any record, the ATM Unit Setup Detail Screen displays.
Copyright 2012 FIS 16-November-12 Client Confidential 109
ATM Unit Setup Detail Screen
To access this screen:
IST Switch-->ATM-->ATM Unit Setup-->Add button [or Update]
The ATM Unit Setup Detail screen has four fields which remain visible at all times and
five tabs which contain related information. The fields on each tab are described after
the image of the tab. This screen can be used to add or update ATM Unit Setup Detail.
Inst ID & name
Mandatory
The institution for which the ATM record is being configured.
Group name
Mandatory
The group for which the ATM is being configured.
Unit
Optional
The ID assigned to the ATM. The ID must be within the range 1 to 999, and must
be unique per group.
Terminal ID
Mandatory
The terminal ID assigned to the ATM Unit. It should be unique per institution. The
value is 8 characters except for Triton ATMs where the value can be up to 15
characters.
Copyright 2012 FIS 16-November-12 Client Confidential 110
General Tab
To access this screen:
IST Switch-->ATM-->ATM Unit Setup-->Add [or Update] button-->General tab
Figure 13 ATM Unit Setup - General Tab Screen
Copyright 2012 FIS 16-November-12 Client Confidential 111
Field Descriptions - Unit Information
Manufacturer
Optional
The manufacturer of the ATM. Valid values are:
NCR
Diebold
Triton
Wincor
Model
Mandatory
The manufacturer assigned model number of the ATM. Valid values are:
911: Diebold 911 emulation; two cassettes
912: Diebold 912 emulation; 2, 3, or 4 cassettes
Any 4 digit number for NCR & Triton
Emulation
Optional
The emulation configured at the ATM. Valid values are:
DBD
NDC
TRITON
Make
Display
Derived from the Manufacturer and Emulation.
NOTE: Validation: If Emulation is already entered, only allowed
combinations are valid; Make should be updated.
NOTE: If Manufacturer = NCR, emulation can be NDC or DBD.
If Manufacturer = Diebold, emulation can be DBD or NDC.
If Manufacturer = Triton, emulation must be TRITON.
If Manufacturer = Wincor, emulation can be either DBD or
NDC.
Copyright 2012 FIS 16-November-12 Client Confidential 112
Allowed WD without Receipt
Optional
Indicates whether or not withdrawal transactions are allowed without receipt
Checked checkbox = allowed. If checked, withdrawal from an ATM is allowed
even if there is a problem with the receipt printer.
Go in service
Optional
An indicator specifying whether or not a "go in service" command is to be sent to
the terminal during startup of the system:
Checked checkbox = send go in service command.
Unchecked checkbox = do not send a go in service command.
Local PIN Verification
Optional
An indicator specifying whether or not the ATM should verify the PIN (Personal
Identification Number).
Checked checkbox = Allow the ATM to verify the PIN.
Unchecked checkbox = Do not allow the ATM to verify the PIN.
Accumulate Txn Total
Optional
Indicates whether the terminal transaction processing will perform accumulation
of transactions to ATMTOTALS table.
Checked checkbox = Allow ATM to accumulate transaction totals.
Unchecked checkbox = Do not allow ATM to accumulate totals.
Logging
Optional
Indicates if the system is to log incoming/outgoing raw messages:
Checked checkbox = Log the raw messages.
Manufacturer &
Emulation Make
Diebold & DBD DBD
NCR & NDC NDC
Wincor & DBD WDB
Wincor & NDC WND
Triton & TRITON TRN
Copyright 2012 FIS 16-November-12 Client Confidential 113
Unchecked checkbox = Do not log the raw messages.
If checked, the system will save messages into ATMDUMP.DEBUG as
received or sent to the terminal.
If set to N, raw messages from and to ATM will not be logged.
EBCIDIC flag
Optional
Indicates whether ATM messages ate encoded in EBCIDIC or ASCII.
Checkbox checked = EBCIDIC
Un-checkbox unchecked = ASCII
Mailbox server
Optional
If using the ATM routing functionality, this is the mailbox of the ATM server where
messages from the ATM will be sent.
Command mailbox ID
Display
This value is dynamically assigned during processing. It is the Mailbox ID of the
atmcmdprcs associated with the ATM.
TPDU
Optional
The current TPDU (Transport Protocol Data Unit) assigned to the terminal by the
communication hardware, or the user assigned static TPDU.
The user is responsible to ensure the field is updated when there is a static TPDU
assigned.
State table name
Optional
The name of the state table used by the ATM, selected from a list of available
state tables.
State table version
Display
The version of the assigned State table name.
Priority routing
Optional
The VISA priority routing information.
Copyright 2012 FIS 16-November-12 Client Confidential 114
Time offset
Optional
The number of hours difference between the ATM location and the IST/ Switch
location. This field is useful when the ATM is located in a different time zone than
the server that runs the IST/Switch. Both positive and negative values are
allowed.
Max # of bills to dispense
Optional
The maximum number of bills to dispense, on the whole, from the ATM. Any
combination of bills from the supported cassettes will not exceed this value.
Statement Printer
Optional
Indicates if the ATM supports statement printing or not. Default is N.
Cash Recycle ATM
Optional
Indicates if the ATM supports cash recycling or not. Default is N.
ATM supports coin dispense
Optional
This flag indicates if ATM supports coin dispense feature. Default value is 'No'.
Max # of coins to dispense
Optional
Maximum number coins that can be dispensed at one time.
Currency
Optional
The default Acquirer currency of the ATM.
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Field Descriptions - Location
Geographic location
Display
The geographic location of the terminal. The geographic location has the
following structure:
Country: ISO country code; 3 characters
Province/State Code: 2 characters
County Code: 3 characters
Postal Code: 10 characters
This value is sent in the POS Geographic Location field in the
transaction.
Country code & name
Optional
The country code where the ATM is located.
The 3 character ISO code is used in subfield 1 in the Geographic
Location above.
The 2 character ISO code is in subfield 3 in the Acceptor name.
below.
Province code & name
Optional
The province/state within the country where the ATM is located.This code
is used subfield 2 in the Geographic Location above.
County code & name
Optional
The county within the Province where the ATM is located. This code is
used subfield 3 in the Geographic Location above.
Postal code
Optional
The postal code of the address where the ATM is located. This code is
used subfield 4 in the Geographic Location above.
Acceptor name
Copyright 2012 FIS 16-November-12 Client Confidential 116
Display
The acceptor name and location of the ATM. The acceptor name has the
following structure:
ATM Location: 1-25
City Name: 26-38
Country Code: 39-40
Acceptor location
Optional
The ATM location, branch number, or street address only. The Acceptor
location is subfield 1 in the Acceptor name above.
City name
Optional
The city where the ATM is located. This can be up to 13 characters. The
city name is used in subfield 2 in the Acceptor name above.
ATM Location
Optional
The location of the ATM. This may be different from Acceptor location.
Alternate language location
Optional
The ATM location in an alternate language.
Field Descriptions - Allowed Transaction Types & Functions
Withdrawal
Optional
Indicates whether or not withdrawals are allowed.
Checked checkbox = allowed.
Balance
Optional
Indicates whether or not balances are allowed.
Checked checkbox = allowed.
NOTE: This is an information field, and is not used in transaction pro-
cessing.
Copyright 2012 FIS 16-November-12 Client Confidential 117
Deposit
Optional
Indicates whether or not deposits are allowed.
Checked checkbox = allowed.
Transfer
Optional
Indicates whether or not transfers are allowed.
Checked checkbox = allowed.
Payment
Optional
Indicates whether or not payments are allowed.
Checked checkbox = allowed.
Surcharge Confirmation
Optional
Indicates whether or not surcharge confirmations screens are to be sent for
surcharge transactions.
Checked checkbox = allowed.
ATM supports voice load
Optional
Indicates whether or not ATM supports voice load.
VISA remote term ind
Optional
Indicates whether or Visa remote terminal indicator is supported.
Checked checkbox = supported.
Disable partial reversal
Optional
Indicates whether or not to disable partial reversals.
Checked checkbox = disable.
Min 4 digit PIN
Optional
Indicates whether or enforce 4 digit PINs as a minimum.
Checked checkbox = enforce.
Copyright 2012 FIS 16-November-12 Client Confidential 118
NDC supports 7 cassettes
Optional
Indicates whether or not 7 cassettes are supported if the ATM emulation is NDC:
Checked checkbox = supported.
Banch notes acceptor support
Optional
Indicates whether or not Banch Notes Acceptor is allowed. Valid values are:
Yes
No
Enhanced
Surcharge confirmation
Optional
Indicates whether to confirm surcharges. Valid values are:
Yes
No
European surcharge indicator
Optional
This option is for supporting visa European surcharge. Valid values are:
Y - Surcharge always
B - Surcharge both international and domestic transactions provided BIN
is eligible for surcharging
I - Surcharge International transactions provided BIN is eligible for
surcharging
D - Surcharge domestic transactions only
N - Never surcharge
Cheque processor
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Optional
Supports cheque processing. Valid values are:
N - No cheque processor
Y - Single Cheque processor available
B - Bunch cheque processor available
Cheque Code Line Format
This field is used for future use.
Collapse All
Allows you to collapse all the sections in the Common Tab.
Expand All
Allows you to expand all the sections.
Copyright 2012 FIS 16-November-12 Client Confidential 120
Cassettes & Dispensing Tab
To access this screen:
IST Switch-->ATM-->ATM Unit Setup-->Add [or Update] button-->Cassettes &
Dispensing tab
Field Descriptions
Cassette cfg ID & description
Mandatory
The cassette configuration used by the ATM. If the ATM emulation is TRITON,
then the selected cassette configuration can have 4 or less cassettes.
Assignment of a cassette configuration with more that 4 cassettes will not be
allowed.
Dispense table ID & description
Optional
The dispense table used by the ATM.The details of dispense table is displayed in
the table below this field once assigned. This field is disabled if the emulation is
TRITON.
Figure 14 Cassettes & Dispensing Tab Screen
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The following screens display:
Cassettes & Dispensing Tab - Buttons
Cassette Configuration ID & Description
When you click the Find button next to the Cassette Configuration ID & Description
field and select a value from the Dispense List Lookup screen the following screen
displays:
If you click Find button
next to: Screen displayed
Cassette cfg ID & description Cassette Configuration ID & Description Screen.
Dispense table ID &
description
Dispense Table ID & Description Screen.
Button Description
Find Clicking the Find button next to Cassette cfg ID & description field
displays Cassette List Lookup Screen.
Clicking the Find button next to Dispense table ID & description field
displays Dispense List Lookup Screen.
Copyright 2012 FIS 16-November-12 Client Confidential 122
Field Descriptions
Cassette cfg ID & description
Mandatory
The cassette configuration used by the ATM.If the ATM emulation is TRITON,
then the selected cassette configuration can have 4 or less cassettes.
Assignment of a cassette configuration with more that 4 cassettes will not be
allowed.
Cass#1 to Cass#n
Display.
Indicates the cassette numbers.
Figure 15 Cassette Configuration ID & Description Screen
Copyright 2012 FIS 16-November-12 Client Confidential 123
Dispense Table ID & Description
When you click the Find button next to the Dispense Table ID & Description field and
select a value from the Cassette List Lookup screen the following screen displays:
Field Descriptions
Dispense table ID & description
Mandatory
The dispense table used by the ATM.The details of dispense table is displayed in
the table below this field once assigned. This field is disabled if the emulation is
TRITON.
Type
Display.
Item type in the cassette (e.g. Money).
Currency
Figure 16 Dispense Table ID & Description Screen
Copyright 2012 FIS 16-November-12 Client Confidential 124
Display.
Currency of the item to be dispensed from the cassette.
Cass#1 to Cass#n
Display.
Denomination to be dispensed from the cassette. (e.g. 10, 20, 50.. notes).
Denomination ID
Display.
Denomination ID assigned to the cassette. This is only in the case of Diebold
ATMs.
Cassette List Lookup
Field Descriptions
When you click the Find button after entering the Cassette Cfg ID, the following fields
display in a table:
Cassette Cfg ID
Figure 17 Cassette List Lookup Screen
Copyright 2012 FIS 16-November-12 Client Confidential 125
Display.
The cassette configuration used by the ATM.
Description
Display.
The description of the cassette configuration.
No of Cassettes
Display.
The number of cassettes.
Cassette Cfg Type
Display.
The type of the cassette configuration.
Dispense List Lookup
Field Descriptions
Dispense Table Id
Figure 18 Dispense List Lookup Screen
Copyright 2012 FIS 16-November-12 Client Confidential 126
Mandatory
The dispense table used by the ATM.
When you click the Find button after entering the Dispense Table Id, the following fields
display in a table:
Dispense Table Id
Display.
The dispense table ID used by the ATM.
Description
Display.
The description of the dispense table.
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Device Keys Tab
To access this screen:
IST Switch-->ATM-->ATM Unit Setup-->Add [or Update] button-->Device Keys
tab
Figure 19 Device Keys Tab Screen
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Field Descriptions - Terminal Master Key (TMK)
Length
Optional
Length of the Terminal Master Key. Suggested values:
16
32 (Default)
48
Keys
Optional
Terminal Master Key 1 and Terminal Master Key 2.
Check Digits
Optional
Check digits for Terminal Master Key 1 and check digits for Terminal Master Key
2.
Current Key
Optional
Current Terminal Master Key in use. Suggested values:
1 or
2
Field Descriptions - Terminal PIN Key (TPK)
Length
Optional
Length of Terminal PIN Key. Suggested values:
16
32 (Default)
48
Keys
Optional
Terminal PIN Key 1 and Terminal PIN Key 2.
Check digits
Optional
Check digits for Terminal PIN Key 1 and check digits for Terminal PIN Key 2.
Current Key
Copyright 2012 FIS 16-November-12 Client Confidential 129
Optional
Current Terminal PIN Key in use. Suggested values:
1
2
Key exchange threshold in # of txn
Optional
Threshold after which Terminal PIN Key should be exchanged. 0 indicates no
dynamic exchange.
Current count of TPK use
Optional
Current count of Terminal PIN Key use.
Key exchange threshold in # of hours
Optional
Number of hours after which to perform Terminal PIN Key exchange. 0 indicates
no dynamic exchange.
Last TPK exchange date/time
Optional
Date and time the Terminal PIN Key was last exchanged.
Field Descriptions - Terminal MAC Key (TAK)
Length
Optional
Length of Terminal MAC Key. Suggested values:
16
32 (Default)
48
Keys
Optional
Terminal MAC Key 1 and Terminal MAC Key 2.
Check digits
Optional
Check digits for Terminal MAC Key 1 and check digits for Terminal MAC Key 2.
Current Key
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Optional
Current Terminal MAC Key in use. Suggested values:
1
2
Key exchange threshold in # of txn
Optional
Threshold after which Terminal MAC Key should be exchanged. 0 indicates no
dynamic exchange.
Current count of TAK use
Optional
Current count of Terminal MAC Key use.
Key exchange threshold in # of hours
Optional
Number of hours after which to perform Terminal MAC Key exchange. 0 indicates
no dynamic exchange.
Last TAK exchange date/time
Optional
Date and time the Terminal MAC Key was last exchanged.
Field Descriptions - MACing NCR Specific Parameters
MAC txn required
Optional
Indicates if MAC is required or not. Valid values are:
N - No MAC required ( Default)
Y/F - Full MAC required
S - Selective MAC required (used only by NCR ATMs)
MAC txn response
Optional
Indicates if selective MAC is required for NCR. Each character can be set as 1 or
0. 0 is the default value for all characters in the field.
MAC solicited status message
NOTE: The fields in this section is enabled only if the ATM emulation is NDC.
Refer to the NCR b66180 Aptra Reference Manual.pdf.
Copyright 2012 FIS 16-November-12 Client Confidential 131
Optional
Each character from the second position represents a field within the transaction
request message.
MAC other
Optional
Each character set as 1 indicates that the message field is considered to be part
of the MAC calculation.
MAC track1
Optional
Each character set as 1 indicates that the message field is considered to be part
of the MAC calculation.
MAC track2
Optional
Each character set as 1 indicates that the message field is considered to be part
of the MAC calculation.
MAC track3
Optional
Each character set as 1 indicates that the message field is considered to be part
of the MAC calculation.
MAC EMV
Optional
Each character set as 1 indicates that the message field is considered to be part
of the MAC calculation.
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Triton Tab
The Triton tab is enabled only for Triton ATMs. It is enabled the Manufacturer and
Emulation is set to TRITON.
To access this screen:
IST Switch-->ATM-->ATM Unit Setup-->Add [or Update] button-->Triton tab
Figure 20 Triton Tab Screen
Copyright 2012 FIS 16-November-12 Client Confidential 133
Field Descriptions - Configuration Parameters
Download tran interval
Optional
Indicates download transaction interval number.
Heartbeat interval
Optional
The heartbeat interval, i.e. the number of minutes the ATM can remain idle,
without generating any transactions, before it automatically initiates a configura-
tion download request. After the configured number of minutes, the ATM will also
request a new KPE.
Modem ack handled
Optional
Indicates whether or not the modem ACK is to be handled. This is a common
communication configuration to handle modems with concentrator and converter
hardware.Valid values are:
Yes - handle ACK from modem
No - do not handle ACK from modem
If the modem is connected to the server through a serial port, this must be
set to Yes. If the hardware handles the modems for dialup ATMs, it is
possible that the modem ACK is not sent to the IST/Switch server.
Electronic system code
Optional
Code identifying the electronic system.
Field Descriptions - Status Parameters
Program version
Display.
The program version of the Triton ATM.
Table version
Display.
Indicates the version of the table.
Filmware version
Display.
The firmware version of the TRITON ATM.
Terminal error code
Copyright 2012 FIS 16-November-12 Client Confidential 134
Display.
Indicates terminal error code.
Comm. failures count
Display.
Indicates communication failure counts.
Total notes purged
Display.
Indicates total notes purged.
Terminal date
Display.
Indicates terminal date.
Terminal time
Display.
Indicates the terminal time.
Field Descriptions - Messages
Optional
Text messages for the different types of messages. The message types are:
Store messages
Marketing messages
Welcome messages
Exit messages
Printing messages
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FIT List Tab
To access this screen:
IST Switch-->ATM-->ATM Unit Setup-->Add button-->FIT List tab
Figure 21 FIT List Tab Screen
Copyright 2012 FIS 16-November-12 Client Confidential 136
Field Descriptions
The table below ATM FIT List ID displays the details of the FIT lists in the selected FIT
List record.
FIT
A unique alphanumeric ID that is to be used to identify the fit record in the fit list.
Ind state
1 digit number.
FIT entry ID
The ID of the FIT Entry record to be assigned to the fit record.
Inst offset
Offset of the network ID on the card.
PAN len
PAN length.
PAN val offset
Offset of the PAN validation data.
PAN val length
Length of the PAN validation data.
PIN length
Minimum allowed PIN length.
PAN pad
Pad character used to pad the PAN when it is less than 16.
PIN offset
The offset used to determine the location of the PIN data on a cards magstrip.
Dec table
Digits only. Default value is 0123456789012345.
PIN method
Valid values are:
V - Visa Verification Method
D - DEC IBM 3624 Verification Method
Copyright 2012 FIS 16-November-12 Client Confidential 137
PIN block type
PIN block format type. Valid values:
A - ANSI Format
P - PINP PIN Pad Format
Expiry offset
Offset of the expiry date on the card from the separator.
Verify PIN local
Indicates if the PIN must be verified locally at the ATM when the device has the
capability.
Lang CD offset
Offset of the language code from the field separator.
PIN wait OK
Indicates if ATM should wait for customer to press OK after entering the PIN.
General ATM Setup
To access this menu option:
IST Switch-->ATM-->General ATM Setup
The General ATM Setup option has the following functions:
ATM FIT Entry
ATM Supervisor Cards
ATM State Table Versions
ATM Status Description
Figure 22 General ATM Setup - Sub Menu
Copyright 2012 FIS 16-November-12 Client Confidential 138
ATM FIT Entry
The ATM Financial Institution Table (FIT) Entry option is used to query and configure
FIT Entry records. FIT Entry records will be used later, during ATM Group configuration,
to create FIT lists.
ATM FIT Entry Search and Results Screen
To access this screen:
IST Switch-->ATM-->General ATM Setup-->ATM FIT Entry
Field Descriptions
Search Fields
Inst ID & name
Mandatory
The institution for whose ATMs you are searching.
FIT entry ID
The FIT entry ID for which you are searching. The ID is alphanumeric and up to
10 characters in length.
Figure 23 ATM FIT Entry Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 139
Search Results Fields
All search results fields are display only.
Institution offset
Offset of the network ID on the card. Valid values are 0-79. Default value is 0.
Expiry offset
Offset of the expiry date on the card from the separator. Valid values are 0-37.
Default value is 0.
PAN value offset
Offset of the PAN validation data.Valid values are 0-79. Default value is 0.
PIN method
The PIN method.
Valid values:
V - Visa Verification Method
D - DEC IBM 3624 Verification Method.
Copyright 2012 FIS 16-November-12 Client Confidential 140
ATM FIT Entry Detail Screen
To access this screen:
IST Switch-->ATM-->General ATM Setup-->ATM FIT Entry-->Add [or Update]
button
Field Descriptions
Institution ID
Mandatory
The institution to which the FIT entry record belongs.
FIT entry ID
Mandatory
A unique ID that identifies the FIT entry. The ID is alphanumeric and up to 10
characters in length.
Institution offset
Mandatory
The offset of the network ID on the card. Valid values are 0-79. Default value is 0.
PAN length
Figure 24 ATM FIT Entry Detail Screen
Copyright 2012 FIS 16-November-12 Client Confidential 141
Mandatory
Valid values are 0-19. Default value is18.
PAN validation data offset
Conditional. If Verify PIN local is set to Y, this field is required.
The offset of the PAN validation data. Valid values are 0-79. Default value is 0.
PAN validation data length
Optional
The length of the PAN validation data. Valid values are 0-19. Default value is 18.
PIN length
Mandatory
The minimum allowed PIN length. Valid values are:
4-12. Default value is 12.
PAN pad
Mandatory
The pad character used to pad the PAN when it is less than 16. Valid values are
any uppercase alpha character. Default value is F.
PIN offset
Conditional. If Verify PIN local is set to Y, this field is required.
The offset used to determine the location of the PIN data on a cards magstrip.
Valid values are 0-37. Default value is 0.
Decimalization table
Conditional. If Verify PIN local is set to Y, this field is required.
Digits only. Default value is 0123456789012345.
PIN method
Conditional. If Verify PIN local is set to Y, this field is required.
Valid values are:
V - Visa Verification Method
D - DEC IBM 3624 Verification Method
PIN block type
Mandatory
PIN block format type. Valid values:
A - ANSI Format
P - PINP PIN Pad Format
Expiry offset
Copyright 2012 FIS 16-November-12 Client Confidential 142
Optional
Offset of the expiry date on the card from the separator. Valid values are 0-37.
Default value is 0.
Verify PIN local
Optional
Indicates if the PIN must be verified locally at the ATM when the device has the
capability. Valid values are Y/N. Default value is N.
Language code offset
Conditional. If Verify PIN local is set to Y, this field is required.
Offset of the language code from the field separator. Valid values are 0-79.
Default value is 0.
PIN wait OK
Optional
Indicates if ATM should wait for customer to press OK after entering the PIN.
Valid values are Y/N. Default value is N.
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ATM Supervisor Cards
The ATM Supervisor Card option is used to configure supervisor cards. Supervisor
cards are used at an ATM to perform administrative transactions. The ATM module
validates the PAN for all supervisor transactions performed at the ATM.
ATM Supervisor Cards Search and Results Screen
To access this screen:
IST Switch-->ATM-->General ATM Setup-->ATM Supervisor Cards
Field Descriptions
Search Fields
Inst ID & name
Mandatory
The institution of the supervisor card for which you are searching.
PAN
Optional
The PAN for which you are searching.
Figure 25 ATM Supervisor Cards Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 144
Search Results Fields
All search results fields are display only:
PAN
The supervisor card number is used to allow administrative transactions at the
ATM. The card number is between 10 and 19 digits.
Max PIN failed
The maximum number of PIN failures per day for the supervisor card.
Current PIN retry count
Indicates the current number of PIN attempts for this supervisor card. This
counter is reset the next time the supervisor enters a correct.
Last PIN fail date
The date of the last PIN failure.
Last PIN fail time
The time of the last PIN failure.
Comment
Comment for the supervisor card.
ATM Supervisor Cards Detail
To access this screen:
IST Switch-->ATM-->General ATM Setup-->ATM Supervisor Cards-->Add button
Figure 26 ATM Supervisor Cards Detail Screen
Copyright 2012 FIS 16-November-12 Client Confidential 145
Field Descriptions
Inst ID & name
Mandatory
The institution to which the supervisor card belongs.
PAN
Optional
The supervisor card number is used to allow administrative transactions at the
ATM. The card number is between 10 and 19 digits.
Max PIN failed
Optional
The maximum number of PIN failures per day for the supervisor card.
Current PIN retry count
Optional
Indicates the current number of PIN attempts for this supervisor card. This
counter is reset the next time the supervisor enters a correct.
Last PIN fail date
Optional
The date of the last PIN failure.
Last PIN fail time
Optional
The time of the last PIN failure.
Comment
Optional
Comment for the supervisor card.
Copyright 2012 FIS 16-November-12 Client Confidential 146
ATM State Table Versions
The ATM State Table Versions option is used to search for state table records. State
table records are created by the state table compiler process.
ATM State Table Versions Search and Results Screen
To access this screen:
IST Switch-->ATM-->General ATM Setup-->ATM State Table Versions
Field Descriptions
Search Fields
Inst ID & name
Mandatory
The institution for whose ATMs you are searching.
State table name
Figure 27 ATM State Table Versions Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 147
Optional
The state table name for which you are searching.
Version
Optional
The version of the state table for which you are searching.
Search Results Fields
All search results fields are display only.
State table name
The name used to identify the state table.
Version
The version of the state table.
Image file name
The filename contain the state table images.
Creation date
The creation date of the state table.
Copyright 2012 FIS 16-November-12 Client Confidential 148
ATM Status Description
The ATM Status Description option is used to search the status description records
used in the ATM module. The initial set of records are created during installation.
Records can be added or updated using the ATM Status description field, but there is
no need to change the set of records.
ATM Status Description Search and Results Screen
To access this screen:
IST Switch-->ATM-->General ATM Setup-->ATM Status Description
Field Descriptions
Search Fields
Inst ID & name
Mandatory
The institution for whose ATMs you are searching.
Status
Figure 28 ATM Status Description Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 149
Optional
The code status for which you are searching.
Severity
Optional
The severity level of the status for which you are searching.
Search Results Fields
All search results fields are display only.
Status
A code identifying the status.
Severity
The severity level of the status.
Description
A description of the status.
Copyright 2012 FIS 16-November-12 Client Confidential 150
General Inquiry
To access this menu option:
IST Switch-->ATM-->General Inquiry

The General Inquiry option has the following functions:
ATM Electronic Journal
ATM Log Supervisory
ATM Status History
ATM Totals and Balance Search and Results Screen
ATM Remote Key Management
ATM Institution Remote Key Management
ATM Institution External Signature
Figure 29 General Inquiry - Sub Menu
Copyright 2012 FIS 16-November-12 Client Confidential 151
ATM Electronic Journal
The ATM Electronic Journal option is used to search for ATM electronic journal files
stored by the Electronic Journal (EJ) process.
ATM Electronic Journal Search and Results Screen
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Electronic Journal
Field Descriptions
Inst ID & name
Mandatory
The institution that owns the ATM.
Group name
Optional
The group to which the ATM is assigned.
Unit
Figure 30 ATM Electronic Journal Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 152
Optional
The ID assigned to the ATM. The ID is unique per group and has a value ranging
from 1 to 999.
Start date from
Optional
The first or earliest date of the search time frame.
Start date to
Optional
The last or latest date of the search time frame.
ATM Electronic Journal Record
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Electronic Journal-->Click any
record
Figure 31 ATM Electronic Journal Record Screen
Copyright 2012 FIS 16-November-12 Client Confidential 153
Field Descriptions
All the fields in the search results are display only.
Inst ID & name
The institution that owns the ATM.
Group name
The group to which the ATM is assigned.
Unit
The ID assigned to the ATM. The ID is unique per group and has a value ranging
from 1 to 999.
Starting date
The date the electronic journal download started.
Starting time
The time the electronic journal download started.
Starting sequence
The record (message) number from where the download started.
End sequence
The record (message) number where the download finished.
File name
The absolute path of the file that was created to store the electronic journal
information.
Copyright 2012 FIS 16-November-12 Client Confidential 154
ATM Log Supervisory
The ATM Log Supervisory option is used view logged supervisory messages for
supervisory operations such as Totals inquiry/reset, Cash management (cash add,
cash subtract, cassette reset e.t.c).
ATM Log Supervisory Search and Results Screen
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Log Supervisory
Field Descriptions
Search Fields
Inst ID & name
Mandatory
The institution that owns the ATM.
Group name
Mandatory
The group to which the ATM is assigned.
Shclog ID
Optional
The unique ID of the message assigned by the system.
Unit
Figure 32 ATM Log Supervisory Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 155
Optional
The ID assigned to the ATM. The ID is unique per group and has a value ranging
from 1 to 999.
Search Results Fields
All search results fields are display only.
Inst ID & name
The institution that owns the ATM.
Group name
The group to which the ATM is assigned.
Shclog ID
The unique ID of the message assigned by the system.
Unit
The ID assigned to the ATM. The ID is unique per group and has a value ranging
form 1 to 999.
Function code
The function code of the logged message.
Logged date & time
The logged date and time.
Copyright 2012 FIS 16-November-12 Client Confidential 156
ATM Log Supervisory Detail Screen
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Log Supervisory-->click any
record
NOTE: The fields in the detail screen displays based on the function code.
Figure 33 ATM Log Supervisory Totals Log Screen
Copyright 2012 FIS 16-November-12 Client Confidential 157
Figure 34 ATM Log Supervisory Cash Management Log Screen
Copyright 2012 FIS 16-November-12 Client Confidential 158
Field Descriptions
All the fields in the search results are display only.
Msg type
The message type of the logged message.
Resp Code
The response code value. Indicates if the logged message is approved or denied.
Txn Time(hh:mm:ss)
The switch time when the transaction was logged.
Card Accptr ID
The card acceptor ID of the terminal.
Frmt flg
Format flag. For future use.
Card Accptr ccy
The currency of the operation.
Inst ID
The institution ID of the ATM.
Admin card no
The PAN of the supervisor.
DeviceAmt
The amount sent by device on the message.
Timestamp(hh:mm:ss)
Time stamp of supervisory transactions.
Function Code
The function code of the logged message. Possible values are:
583 - cash add
584 - cash subtract
585 - cash reset
585 - cash totals inquiry
572 - totals inquiry
573 - totals reset
Copyright 2012 FIS 16-November-12 Client Confidential 159
Txn Date(yy/mm/dd)
The date of the transaction.
Sys auditno
The trace number of the transaction.
Term ID
The terminal ID of the ATM.
Card accptr name
The acceptor name of the ATM.
Cntry acq InstID
The country of the acquiring institution.
ATM bus dt(yy/mm/dd)
The ATM business date.
Device ccy
The default currency of the ATM.
Txn Time stamp
The switch time when the transaction was logged.
Amt
The amount of transaction totals.
Desc
The type of transaction totals.
PrevAmt
The previous transaction total amount.
Type
The internal transaction totals type.
Recon ID
For future use.
Txn dt
Date of supervisory transaction.
Copyright 2012 FIS 16-November-12 Client Confidential 160
ATM Status History
The ATM Status History option displays status messages generated by an ATM.
Depending on the severity of the message, the ATM may require immediate attention.
ATM Status History Search and Results Screen
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Status History
Field Descriptions
Search Fields
Inst ID & name
Mandatory
The institution for whose ATMs you are searching.
Group name
Optional
The group name for which you are searching.
Unit
Figure 35 ATM Status History Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 161
Optional
The Unit ID for which you are searching.
Status date from
Optional
The Status date from when you are seaching.
Status date to
Optional
The Status date to you are searching.
Status
Optional
The ATM status for which you are seaching.
Search Results Fields
All search results fields are display only.
Inst ID & name
The institution that owns the ATM.
Group name
The group to which the ATM is assigned.
Unit
The ID assigned to the ATM. The ID is unique per group and has a value ranging
form 1 to 999.
Status date
The date the status was reported by the ATM.
Status time
The time the status was reported by the ATM.
Status
The status code identifying the fault that was reported.
Status description
The description of the reported status.
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ATM Totals and Balance Search and Results Screen
The ATM Totals and Balance option is used to display totals and balances for an ATM.
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Totals and Balance
Field Descriptions
Search Fields
Inst ID & name
Mandatory
The institution for whose ATMs you are searching.
Group name
Mandatory
The group name for which you are searching.
Unit
Optional
The Unit ID for which you are searching.
Terminal ID
Figure 36 ATM Totals and Balance Search and Results Screen
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Optional
The terminal ID for which you are searching.
Copyright 2012 FIS 16-November-12 Client Confidential 164
Search Results Fields
All search results fields are display only.
Unit
The ID assigned to the ATM. The ID is unique per group and has a value ranging
from 1 to 999.
Terminal ID
The terminal ID assigned to the ATM unit.
Manufacturer
The manufacturer of the ATM. Suggested values:
NCR
Diebold
Triton
Wincor
Emulation
The terminal emulation configured at the ATM.
Model
The manufacturer assigned model number of the ATM.
Acceptor name
The acceptor name and location of the ATM.
Geo location
The acceptor name and location of the ATM.
Go service
An indicator specifying whether or not the ATM is configured to have a "go in
service" command is to be sent to it during startup of the system.
Local PIN
An indicator specifying whether or not the ATM is configured to verify the PIN
(Personal Identification Number).
MAC req.
An indicator specifying whether or not the ATM is configured to use MACing.
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ATM Totals and Balance Detail Screen
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Totals and Balance-->(click on
an ATM in the ATM Totals and Balance search results grid)
The ATM Totals and Balance Detail screen has four fields which remain visible at all
times and two tabs which contain related information. The fields on each tab are
described after the image of the tab. This screen can be used to view ATM Totals and
Balance Detail.
Balance Tab
Figure 37 ATM Totals and Balance Detail - Balance Tab Screen
Copyright 2012 FIS 16-November-12 Client Confidential 166
Field Descriptions
All the fields in the balance table are display only.
Cassette #
The number of the cassette whose balance is being reported.
Rejected bill count
The number of bills that were rejected.
Recycle count
The BNA cash recycling, number of bills re-cycled.
Previous recycle count
The BNA cash recycling, previous to reset, number of bills re-cycled.
Added amount
The amount of money added to the cassette.
Removed amount
The amount of money removed from the cassette.
Dispensed amount
The amount of money dispensed from the cassette.
Current balance
The current balance of the cassette.
Starting balance
The starting balance of the cassette.
Previous balance
The previous balance of the cassette.
Reset date/time
The date and time the cassette was last reset.
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Totals Tab
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Totals and Balance-->(click on
an ATM in the ATM Totals and Balance search results grid)-->click on
Totals tab
Figure 38 ATM Totals and Balance Detail - Totals Tab Screen
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Field Descriptions
All the fields in the Totals tab are display only.
Retain card count
Indicates if the card count should be retained.
Retain film
Indicates if film is retained at the ATM.
After hour deposit count
The number of deposits made at the ATM after hours.
Reset date/time
The date and time the totals counts were last reset.
Trans Type
The type of transaction being reported on. Valid values include:
1=Withdrawal
2=Deposit
3=Transfer
4=Balance Inquiry
5=Payment
Currency
The currency of the transaction from the cassette.
Trans count
The number of times the transaction type occurred at the ATM.
Total amount
The total monetary value of all the transactions of this transaction type.
Reset date/time
The date and time the totals count was last reset.
Previous trans count
The total number of transactions of this type in the previous totals count.
Previous amount
The total monetary value of all the transactions of this transaction type in the
previous totals count.
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ATM Remote Key Management
The ATM Remote Key Management option is used to display the remote key
management records created using the remote key commands.
ATM Remote Key Management Search and Results Screen
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Remote Key Management
Field Descriptions
Search Fields
Inst ID & name
Mandatory
The institution for whose ATMs you are searching.
Group name
Figure 39 ATM Remote Key Management Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 170
Optional
The group name for which you are searching.
Unit
Optional
The Unit ID for which you are searching.
Search Results Fields
All search results fields are display only.
Group name
The group to which the ATM is assigned.
Unit
The ID assigned to the ATM. The ID is unique per group, and has a value ranging
from 1 to 999.
Key version
Indicates the INST-RKM_PK key version assigned in the GEN_RSA command for
internal institutions, for external institutions, the number should be 0.
Certificate version
An internal index assigned to the certificate.
Authentication date
The date the certificate was authenticated.
ATM model
Indicates the ATM model.
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ATM Remote Key Management Detail - NCR
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Remote Key Management-->Search
button-->Click the record with NCR ATM model
Figure 40 ATM Remote Key Management Detail - NCR screen
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Field Descriptions
The following fields are display fields:
Institution ID & name
The institution that owns the ATM.
Group Name
The group to which the ATM is assigned.
Unit
The ID assigned to the ATM.
Key version
The INST_RKM__PK key version assigned in the GEN_RSA command for
internal institutions. For external institutions, this number should be 0.
Authentication date
The date the EPP public key was authenticated.
Authentication time
The time the EPP public key was authenticated.
EPP Serial number
The serial number of the ATM EPP.
External PK Inst. ID
The identifier of the institution that signed the EPP public key.
External PK version
The system internal key index of the institution that signed the EPP public key.
EPP public key
The public key of the ATM EPP.
EPP public Key signature
The signature of the EPP Public Key.
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ATM Remote Key Management Detail - Diebold
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Remote Key Management-->Search
button-->Click the record with Diebold ATM model
Figure 41 ATM Remote Key Management Detail - Diebold Screen
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Field Descriptions
The following fields are display fields:
Inst. ID & name
The institution that owns the ATM.
Group name
The group to which the ATM is assigned.
Unit
The ID assigned to the ATM.
Key Version
Indicates the INST_RKM_PK key version assigned in the GEN_RSA command
for internal institutions.
Certificate version
An internal index assigned to the certificate.
Authentication date
The date the certificate was authenticated.
Authentication time
The time the certificate was authenticated.
Certificate type
The type of certificate. Valid Values are:
Verification/ Signature (V)
Encipher/ Decipher (E) certificate.
Certificate level
Indicates if the certificate is primary or secondary.
ATM ID
The ATM identification number. It is a combination of the group number and the
ATM number.
Valid from date
The date from which the certificate is valid.
Valid from time
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The time from which the certificate is valid.
Good thru date
The certificate expiration date.
Good thru time
The certificate expiration time.
Certificate
Certificate Data (PKCS#7 format).
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ATM Institution Remote Key Management
The ATM Institution Remote Key Management option is used to display the remote key
management records created using the remote key commands.
ATM Institution Remote Key Management Search and Results Screen
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Institution Remote Key
Management
Field Descriptions
Search Fields
Inst ID & name
Mandatory
The institution for whose ATMs you are searching.
ATM model
Mandatory
The model of the ATM you are searching.
Figure 42 ATM Institution Remote Key Management Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 177
Search Results Fields
All search results fields are display only.
Inst ID & name
The institution that owns the ATM.
ATM model
The model of the ATM.
Key version
Indicates the INST-RKM_PK key version assigned in the GEN_RSA command for
internal institutions.
Certificate version
Indicates the internal index assigned to a certificate. Valid for Diebold ATMs only.
Request version
The internal version index assigned to the certificate request.
Creation date
For internal institutions, this is the date the public key was created.
For external institutions, this is the date the public key was loaded into the
system.
Creation time
For internal institutions this is time the public key was created.
For external institutions this is the time the public key was loaded into the system.
Copyright 2012 FIS 16-November-12 Client Confidential 178
ATM Institution Remote Key Management Detail Screen
The ATM Institution Remote Key Management option is used to display the remote key
management records created using the remote key commands.
There are two versions of this screen. One is for Diebold terminals and one is for NCR
terminals.
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Institution Remote Key
Management-->Search button-->(click on group in search results table)
Figure 43 ATM Institution Remote Key Management Detail - Diebold
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Figure 44 ATM Institution Remote Key Management Detail Screen - NCR
Copyright 2012 FIS 16-November-12 Client Confidential 180
Field Descriptions
Inst ID & name
The institution that owns the ATM.
Key version
Indicates the INST-RKM_PK key version assigned in the GEN_RSA command for
internal institutions, For external institutions, the number should be 0.
Diebold Fields:
Certificate version
Indicates the internal index assigned to a certificate.
Certificate Type
The type of certificate in use. Valid values are:
V= Verification Signature
E = Encipher/Decipher Certificate
Certificate level
Indicates if the certificate is primary or secondary. Valid values:
1 = primary
0= secondary
Creation date
For internal institutions, this is the date the public key was created.
For external institutions, this is the date the public key was loaded into the
system.
Creation time
For internal institutions this is time the public key was created.
For external institutions this is the time the public key was loaded into the system.
Valid from date
The date from which the certificate is valid.
Valid from time
The time from which the certificate is valid.
Good thru date
The date through which the certificate is valid.
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Good thru time
The time through which the certificate is valid.
Request version
The internal version index assigned to the certificate request.
Certificate request creation date
For internal institutions, this is the date the public key was created.
For external institutions, this is the date the public key was loaded into the
system.
Certificate request creation time
For internal institutions this is time the public key was created.
For external institutions this is the time the public key was loaded into the system.
Certificate
The certificate data in PKCS#7 format.
Certificate request
The certificate request data in PKCS#10 format.
NCR Fields:
Creation date
For internal institutions, this is the date the public key was created.
For external institutions, this is the date the public key was loaded into the
system.
Creation time
For internal institutions this is time the public key was created.
For external institutions this is the time the public key was loaded into the system.
Public key
The public key component of the RSA pair generated with the atmrkmcmd.
Secret key
The secret key component of the RSA pair generated with the atmrkmcmd. This
field is encrypted with the HSM LINK.
External PK inst. ID
The secret key component of the RSA pair generated with the atmrkmcmd. This
field is encrypted with the HSM LINK.
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External public key signature
The signature of the internal public key generated by the external institution with
the external public key.
Copyright 2012 FIS 16-November-12 Client Confidential 183
ATM Institution External Signature
The ATM Institution External Signature option is used to search signature/certificate for
an institution provided by an external institution.
ATM Institution External Signature Search and Results Screen
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Institution External Signature
Field Descriptions
Inst ID & name
Mandatory
The internal institution ID for which you are searching.
External Institution ID
Mandatory
The external institution ID for which you are searching. Valid values are:
NCR
DIEBOLD
WINCOR
Key version
Figure 45 ATM Institution External Signature Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 184
Optional
The public key version of the internal institution public key.
External PK version
Optional
The public key version of the external institution public key.
Search Results Fields
All the search results fields are display only.
External inst ID
The external institution ID.
Key version
The public key version of the internal institution public key.
External PK version
The public key version of the external institution public key.
External PK signature
The signature of the institution's public key by the external entity (institution).
ATM Institution External Signature Detail Screen
To access this screen:
IST Switch-->ATM-->General Inquiry-->ATM Institution External
Signature-->Search button-->(
Copyright 2012 FIS 16-November-12 Client Confidential 185
Figure 46 ATM Institution External Signature Detail Screen
Copyright 2012 FIS 16-November-12 Client Confidential 186
Field Descriptions
All the fields in the search results are display only.
Inst ID & name
Indicates th internal institution ID.
External Inst ID & name
Indicates the external institution ID. Valid values are:
NCR
DIEBOLD
WINCOR
Key version
Indicates the public key version of the internal institution public Key
External PK version
Indicates the public key version of the external institution public key.
External PK signature
Indicates the signature of the institution's public key by the external entity
(institution).
Certificate info
Indicates the certificate version of the internal institution.
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Group Setup
The Group Setup option is used to define a segment of an ATM network. It can be used,
for example, to group ATMs with common behaviour. Each ATM unit must belong to a
group, and each group is associated with a logical network.
The Group Setup option has the following functions:
ATM Groups Screen
ATM Cassettes
ATM Surcharges
ATM FIT Lists
Figure 47 Group Setup Menu screen
Copyright 2012 FIS 16-November-12 Client Confidential 188
ATM Groups Screen
The ATM Groups option is used to setup and configure ATM groups and also be used to
add new or edit existing ATM Group records.
ATM Groups Search and Results Screen
To access this screen:
IST Switch-->ATM-->Group Setup-->ATM Groups
Field Descriptions
Search Fields
Inst ID & name
Mandatory
The institution for whose ATMs you are searching.
Group name
Figure 48 ATM Groups Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 189
Optional
The group name for which you are searching.
Network name
Optional
The network name for which you are searching.
Search Results Fields
All search results fields are display only.
Group name
User defined name used to identify the group. The group name must be unique
within an institution.
Network name
A user defined network name that is used to identify a set of groups. The network
name is unique within an institution.
KPE TXN Threshold
The maximum number of transactions to process with the same KPE key. The
key will be exchanged when the number of transaction using the same key
reaches the threshold value.
MAC TXN Threshold
The maximum number of transactions to process with the same MAC key. The
key will be exchanged when the number of transaction using the same key
reaches the threshold value.
Surcharge Allowed
Indicates whether or not surcharge is allowed for ATMs within the group.
Go In Service
Indicates if a "go in service" command is to be sent to the terminals in the group
during system startup.
Copyright 2012 FIS 16-November-12 Client Confidential 190
ATM Group Detail Screen
To access this screen:
IST Switch-->ATM-->Group Setup-->ATM Groups-->Add button
Field Descriptions
Inst ID & name
Mandatory
The institution to which the group belongs.
Group name
Mandatory
User defined name used to identify the group. The group name must be unique
within an institution.
Network name
Mandatory
A user defined network name that is used to identify a set of groups. The network
name is unique within an institution.
KPE TXN Threshold
Optional
The maximum number of transactions to process with the same KPE key. The
key will be exchanged when the number of transaction using the same key
reaches the threshold value.
MAC TXN Threshold
Figure 49 ATM Group Detail screen
Copyright 2012 FIS 16-November-12 Client Confidential 191
Optional
The maximum number of transactions to process with the same MAC key. The
key will be exchanged when the number of transaction using the same key
reaches the threshold value.
Surcharge Allowed
Optional
Indicates whether or not surcharge is allowed for ATMs within the group.
Go In Service
Optional
Indicates if a "go in service" command is to be sent to the terminals in the group
during system startup.
ATM Groups Detail Buttons
Button Description
The ATM Cassettes Search and Results Screen displays.
The ATM Surcharges Search and Results Screen displays.
The ATM FIT Lists Search and Results Screen displays.
The ATM Unit Setup Search and Results Screen displays.
Copyright 2012 FIS 16-November-12 Client Confidential 192
ATM Cassettes
Cassette Configuration option is used to define and manage cassette configurations at
a group level. Cassette Configurations describe the set of cassettes in an ATM Unit.
The cassette configuration is used to specify the contents of each cassette: what is to
be dispensed, its currency, and the maximum number of items to dispense. Multiple
cassette configurations can be defined in each group. The number of cassette
configurations depends on how the ATMs are used. The number of cassettes in each
ATM and the currency each will dispense are examples of the criteria you my want to
consider when deciding on the cassette configurations to setup.
For example:
If you have a mix of 4 and 7 cassette ATMs then you need to setup at least 2 cassette
configurations: one for the 4 cassette ATMs and the other for 7 cassette ATMs. In
addition, if you are going to divide each set by number of cassettes and currency, you
will need to setup cassette configurations that will support the various currency
dispensing options.
When defining cassette configurations you should consider all the ATMs that will be
assigned to a group and define cassette configurations based on the cassette
dispensing behaviour with the group. If you later add ATMs with different cassette
requirements then, new cassette configurations can be defined at that point.
Copyright 2012 FIS 16-November-12 Client Confidential 193
ATM Cassettes Search and Results Screen
To access this screen:
IST Switch-->ATM-->Group Setup-->ATM Cassettes
Field Descriptions
Search Fields
Inst ID & name
Mandatory
The institution which for you are searching.
Group name
Mandatory
The group name for which you are searching.
Figure 50 ATM Cassettes Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 194
Search Results Fields
All search results fields are display only.
ID
An ID assigned to the cassette record.
Config description
A name or description used to provide information about the cassette record.
# of cassettes
The number of cassettes to be handled in the cassette record. The number of
rows in the table to the right is determined by this value.
Cassette cfg type
The cassette configuration type.
ATM Cassettes Buttons
Button Description
The ATM Group Detail screen displays.
The ATM FIT Lists Search and Results Screen displays.
The ATM Surcharges Search and Results Screen displays.
Copyright 2012 FIS 16-November-12 Client Confidential 195
ATM Cassettes Detail Screen
To access this screen:
IST Switch-->ATM-->Group Setup-->ATM Cassettes-->Add button
IST Switch-->ATM-->Group Setup-->ATM Groups-->Add button
-->Cassettes tab
Field Descriptions
Inst ID & name
Mandatory
The institution for which the cassette record is being configured.
Group name
Mandatory
The group for which the cassette is being configured.
Cassette cfg ID
Figure 51 ATM Cassettes Detail Screen
Copyright 2012 FIS 16-November-12 Client Confidential 196
Display
The ID assigned to the cassette record. Automatically generated by the system.
Description
Optional
A name or description used to provide information about the cassette record.
Number of cassettes
Mandatory
The number of cassettes to be handled in the cassette record. The number of
rows in the table to the right is determined by this value. Once you enter the
number of cassettes, a table displays in the right-side of the screen.
Number of coins
Optional
The number of coin hoppers to be configured.
Cassette cfg type
Optional
The type of the cassette configuration. Valid values are:
Single currency
Multi currency
Cassette #
Display.
The number of cassettes rows displayed in sequence.
Type
Mandatory
The type of item to be dispensed from the cassette. Valid values:
Money
Denomination
Mandatory
The value of each item dispense from the cassette.
Currency
Mandatory
The currency of the item dispensed from the cassette.
Denom. ID
Copyright 2012 FIS 16-November-12 Client Confidential 197
Optional
The denomination ID.
Max dispense
Mandatory
The maximum number of items that can be dispensed from the cassette.
ATM Cassettes Details Buttons
Dispense Tables Screen
The ATM Bill Dispense option allows a user to configure dispensing tables for a
cassette configuration record. A dispense table defines the combination of items
(example: bills) to dispense from the set of cassettes. The dispense table contains a set
of rows that defines all possible amounts that can be dispensed from an ATM Unit. Each
dispense table is associated with a cassette configuring, and multiple dispense tables
can be defined for each cassette configuration. When an ATM Unit is configured, one of
the dispense tables in the assigned cassette configuration may be assigned to the Unit.
To access this screen:
IST Switch-->ATM-->Group Setup-->ATM Cassettes-->Search button-->Click
on any record-->Dispense Tables
Button Description
The Dispense Tables Screen displays.
Copyright 2012 FIS 16-November-12 Client Confidential 198
Figure 52 Dispense Tables Screen
Copyright 2012 FIS 16-November-12 Client Confidential 199
Field Descriptions
The following fields are display fields:
Inst ID & name
The institution for which the dispense table is being configured.
Group name
The group for which the dispense table is being configured.
Cassettes cfg ID & description
The cassette configuration for which the dispense table is being configured.
Cassettes cfg details
The cassette configuration details.
Table ID
The ID of the dispense table.
Dispense table description
The description of the dispense table.
Dispense Table Buttons
Button Description
The ATM Cassettes Detail Screen displays.
Copyright 2012 FIS 16-November-12 Client Confidential 200
Dispense Tables Detail Screen
To access this screen:
IST Switch-->ATM-->Group Setup-->ATM Cassettes-->Search button-->Click
on any record-->Dispense Tables-->Add button
Figure 53 Dispense Tables Detail screen
Copyright 2012 FIS 16-November-12 Client Confidential 201
Field Descriptions
Inst ID & name
Display.
The institution for which the dispense table is being configured.
Group name
Display.
The group for which the dispense table is being configured.
Cassettes cfg ID & description
Display.
The cassette configuration for which the dispense table is being configured.
Dispense table ID
Display.
The dispense table ID. Automatically generated by the system.
Dispense table description
Optional
The dispense table description.
Amount
Mandatory
The amount to be dispensed.
Type
Mandatory
The type of item to be dispensed from the cassette. Valid value is:
Money
Currency
Mandatory
The currency of the item dispensed from the cassette.
Cass #N
Mandatory
The number of items to dispense from each of the cassettes. The number of
cassettes is equal to the number of cassettes in the cassette configuration.
Remaining to dispense
Copyright 2012 FIS 16-November-12 Client Confidential 202
Display.
This field is automatically updated and must be "0" when the number of items are
correctly entered.
ATM Surcharges
Surcharge Rates can be a fixed amount, or an amount calculated as a percentage of
the amount requested at an ATM. To provide a certain amount of autonomy in
controlling your ATM network, the ATM Subsystem enables you to charge fees for
transactions conducted. Therefore, the surcharging capability has been incorporated
into the ATM Subsystem. An ATM surcharge is an amount that an acquirer will charge
the cardholder for the privilege of using the ATM. Theoretically, it can apply to any
transaction type although it is typically used when a withdrawal or cash advance is
requested. The surcharge amount belongs entirely to the acquirer and has nothing to
do with other charges such as interchange fees that may be applied to the issuer or the
service provider. The surcharge is always added to the amount the cardholder is
requesting and passed to the Issuer for authorization. In other words, the issuer does
not know that the amount being requested includes a surcharge. When used, surcharge
is configured at the ATM group level, or within a specific card range. This enables you,
to set one surcharge fee for a Visa card, another for a Discover card, and no surcharge
for other issuers. Multiple surcharge rates, and tables can be configured within a group.
This allows different rates to be applied to transactions from different ATMs within a
group.
Application of a surcharge for ATM transactions is optional, when used they are set up
using the ATM Surcharge Rates screen.
Copyright 2012 FIS 16-November-12 Client Confidential 203
ATM Surcharges Search and Results Screen
To access this screen:
IST Switch-->ATM-->Group Setup-->ATM Surcharges
Field Descriptions
Search Fields
Inst ID & name
Mandatory
The institution for whose ATMs you are searching.
Group name
Mandatory
TThe group name for which you are searching.
Figure 54 ATM Surcharges Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 204
Search Results Fields
All search results fields are display only.
PAN low
Low value of PAN range. Digits only.
PAN high
High value PAN range.
Fee Type
The type of the fee.
Flat fee
The flat fee type.
ATM Surcharges Buttons
Button Description
The ATM Group Detail screen displays.
The ATM Cassettes Search and Results Screen displays.
The ATM FIT Lists Search and Results Screen displays.
Copyright 2012 FIS 16-November-12 Client Confidential 205
ATM Surcharges Detail Screen
To access this screen:
IST Switch-->ATM-->Group Setup-->ATM Surcharges-->Add button
IST Switch-->ATM-->Group Setup-->ATM Groups-->Add button
-->Surcharges tab
ATM Surcharges Detail Flat Rate
Field Descriptions
Inst ID & name
Displays the institution for which the cassette record is being configured.
Group name
Displays the group for which the cassette is being configured.
The following fields are display fields:
PAN range low
Optional
PAN range - low value. Digits only.
PAN range high
Optional
PAN range - high value.
Figure 55 ATM Surcharges Detail - Edit (Flat Rate) Screen
Copyright 2012 FIS 16-November-12 Client Confidential 206
Rate Type
Mandatory
The surcharge rate type to apply. Valid values are:
Flat rate - Fixed amount per transaction will be applied.
Percent - Surcharge will be calculated based on the amount of the
transaction and the percent rate table.
Fee amount
Conditional. Applicable if the rate type is Flat Rate.
The surcharge amount to apply if the rate type is Flat rate.
Percent rate
Conditional. Applicable if the rate type is Percent.
The percentage to be applied when calculating the surcharge for transactions
with an amount that falls into the range.
Refer to ATM Surcharges Detail Percent Screen for more information on
Percent Rate.
The surcharge is calculated based on the amount and the range in the table.
NOTE: The number of digits in PAN low and PAN high should be the same.
The value entered in the PAN range high field should be greater than
the value entered in the PAN range low field. Ranges should not over-
lap for the same ATM group.
Copyright 2012 FIS 16-November-12 Client Confidential 207
ATM Surcharges Detail Percent Screen
To access this screen:
IST Switch-->ATM-->Group Setup-->ATM Surcharges-->Add button-->Percent
radio button
Figure 56 ATM Surcharges Detail - Edit (Percent) Screen
Percent rate table
Amount low The low amount of the range.
Amount high The high amount of the range. This must be greater than
amount low.
Percent rate The percentage to be applied when calculating the
surcharge for transactions with an amount that falls into the
range.
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ATM FIT Lists
The ATM FIT Lists option is used to configure lists of Financial Institutions Tables (FIT).
A FIT list defines the set cards that can be used at an ATM. The Financial Institution
Tables/FITs are an important part of the configuration data for an ATM system. A FIT
contains data for the Financial Institution which owns the card, specific information
about how and where data is stored on the card, and information on how that
institution's transactions should be processed. Every institution that a terminal supports
will have a FIT. Institutions which have more than one type of card must have a FIT for
each card type. When a card is read, the terminal scans the library of FITs to find the
FIT entry which matches the Financial Institution Identification number/FIID on the card.
Parameters in this FIT entry are then used for all subsequent PIN processing.
IST/Switch provides you with the flexibility to specify FIT data in the atmfit and
atmfitentry table. Multiple FIT Lists can be configured for each group.
ATM FIT Lists Search and Results Screen
To access this screen:
IST Switch-->ATM-->Group Setup-->ATM FIT Lists
Figure 57 ATM FIT Lists Search and Results Screen
Copyright 2012 FIS 16-November-12 Client Confidential 209
Field Descriptions
Search Fields
Inst ID & name
Mandatory
The institution for whose ATMs you are searching.
Group name
Mandatory
The group name for which you are searching.
Search Results Fields
All search results fields are display only.
FIT list ID
The system generated ID assigned to the FIT list record.
FIT list description
A name or description used to provide information about the fit list.
ATM FIT Lists Buttons
Button Description
The ATM Group Detail screen displays.
The ATM Cassettes Search and Results Screen displays.
The ATM Surcharges Search and Results Screen displays.
Copyright 2012 FIS 16-November-12 Client Confidential 210
ATM FIT Lists Detail Screen
To access this screen:
IST Switch-->ATM-->Group Setup-->ATM FIT Lists-->Add
button
IST Switch-->ATM-->Group Setup-->ATM Groups-->Add button
-->FIT Lists tab
Field Descriptions
Inst ID & name
Mandatory
The institution for which the FIT list is being configured.
Group name
Mandatory
The group for which the FIT list is being configured.
FIT list ID
System generated ID assigned to the FIT list record.
FIT list description
Figure 58 ATM FIT Lists Detail screen
Copyright 2012 FIS 16-November-12 Client Confidential 211
Optional
A name or description used to provide information about the fit list.
FIT
Mandatory
A unique alphanumeric ID that is to be used to identify the fit record in the fit list.
Ind state
Mandatory
1 digit number. Valid values are 0-7. Default value is 0.
Select FIT entry
Find button
Allows you to select a FIT entry.
FIT entry ID
The ID of the FIT Entry record to be assigned to the fit record.
The following fields displays only content of the selected FIT Entry record:
Inst off, Pan len, Pan val Offs, PAN val len, PIN len, PIN pad, PIN offs, DEC
table, PIN method, PIN block type, Expiry offs, Verify PIN local, Lang CD offs,
PIN wait OK and EKPV comkey.
FIT EntryID LookUp
Figure 59 FIT EntryID LookUp popup
Copyright 2012 FIS 16-November-12 Client Confidential 212
Field Descriptions
When you enter a FIT Entry ID and click the Find button, the following fields are
displayed:
FIT entry ID, Inst off, Pan len, Pan val Offs, PAN val len, PIN len, PIN pad, PIN
offs, DEC table, PIN method, PIN block type, Expiry offs, Verify PIN local, Lang
CD offs, PIN wait OK and EKPV comkey.
Copyright 2012 FIS 16-November-12 Client Confidential 213
Index
A
ATM FIT entry . . . . . . . . . . . . . . . . . . 138
ATM FIT entry detail . . . . . . . . . . . . . 140
ATM monitor . . . . . . . . . . . . . . . . . . . . 86
ATM list tab . . . . . . . . . . . . . . . . . . 90
ATM manager . . . . . . . . . . . . . . . . 99
maintain group . . . . . . . . . . . . 100
maintain unit . . . . . . . . . . . . . 101
ATM commands . . . . . . . . 102
ATM server commands . . . 101
remote key management
commands . . . . . . . . . . . . 104
ATM unit status . . . . . . . . . . . . . . . 95
changing the screen display . . . . . . 87
context tree tab . . . . . . . . . . . . . . . 87
find tab . . . . . . . . . . . . . . . . . . . . . 92
institution-network tab . . . . . . . . . . 89
ATM unit setup . . . . . . . . . . . . . . . . . 106
ATM unit setup detail . . . . . . . . . . . . . 109
cassettes & dispensing tab . . . . . . 120
device keys tab . . . . . . . . . . . . . . 127
FIT list tab . . . . . . . . . . . . . . . . . . 135
general tab . . . . . . . . . . . . . . . . . 110
triton . . . . . . . . . . . . . . . . . . . . . . 132
B
button descriptions . . . . . . . . . . . . . . . 15
buttons
ATM monitor . . . . . . . . . . . . . . . . . 94
ATM unit setup . . . . . . . . . . . . . . . 109
ATM unit status . . . . . . . . . . . . . . . 98
cassettes & dispensing tab . . . . . . 121
Triton tab . . . . . . . . . . . . . . . . . . . 132
F
field descriptions
ATM FIT entry detail . . . . . . . . . . . 140
ATM FIT entry search . . . . . . . . . . 138
ATM monitor . . . . . . . . . . . . . . . . . 93
ATM unit setup-cassettes & dispensing
tab . . . . . . . . . . . . . . . . . . . . . . . 120
ATM unit setup-device keys tab . . . 128
ATM unit setup-FIT list tab . . . . . . . 136
ATM unit setup-general tab . . . . . . 111
ATM unit setup-search . . . . . . . . . 107
ATM unit setup-triton tab . . . . . . . . 133
ATM unit status . . . . . . . . . . . . . . . 96
G
general ATM setup . . . . . . . . . . . . . . . 137
H
home page . . . . . . . . . . . . . . . . . . . . . 15
L
login procedures . . . . . . . . . . . . . . . . . 13
logoff procedures . . . . . . . . . . . . . . . . . 14
P
procedures
ATM cassettes . . . . . . . . . . . . . . . . 34
configuring a new cassettes record .
35
configuring a new dispense table 38
Dispense Tables . . . . . . . . . . . . 37
displaying a dispense table . . . . 37
searching for a cassette configuration
Copyright 2012 FIS 16-November-12 Client Confidential 214
. . . . . . . . . . . . . . . . . . . . . . . . 34
updating a cassette record . . . . 35
updating a dispense table . . . . . 38
ATM FIT entry . . . . . . . . . . . . . . . . 24
configuring a new ATM FIT entry 25
searching FIT entry records . . . . 24
updating a FIT entry records . . . 25
ATM FIT list . . . . . . . . . . . . . . . . . . 41
configuring a new FIT list . . . . . 43
searching for a FIT list . . . . . . . 41
updating a Fit list record . . . . . . 42
ATM monitor . . . . . . . . . . . . . . . . . 52
ATM manager . . . . . . . . . . . . . 57
context tree tab . . . . . . . . . . . . 55
institutions node selected . . . . . 57
ATM state table versions . . . . . . . . . 29
searching for the state table records
29
ATM status description . . . . . . . . . . 30
adding a new status description
record . . . . . . . . . . . . . . . . . . . 30
searching the status description
records . . . . . . . . . . . . . . . . . . 31
updating a status description record
31
ATM supervisor card . . . . . . . . . . . 26
configuring a supervisor card . . 26
deleting a supervisor card . . . . . 27
updating a supervisor card . . . . 28
ATM surcharge rates . . . . . . . . . . . 39
configuring a new surcharge rate
record . . . . . . . . . . . . . . . . . . . 40
searching for a surcharge rate record
. . . . . . . . . . . . . . . . . . . . . . . . 39
updating a surcharge rate record 40
ATM unit setup . . . . . . . . . . . . . . . . 45
configuring a new ATM record . . 46
searching for an ATM . . . . . . . . 45
bringing an ATM unit online . . . . . . . 51
loading an ATM unit . . . . . . . . . 51
general inquiry . . . . . . . . . . . . . . . . 70
ATM electronic journal . . . . . . . 70
searching the ATM electronic
journal records . . . . . . . . . . 70
viewing the details of an ATM
electronic journal record . . . . 71
ATM institution remote key
management . . . . . . . . . . . . . . 77
searching for ATM institution
remote key management records
. . . . . . . . . . . . . . . . . . . . . . 77
ATM log supervisory . . . . . . . . . 81
searching ATM log supervisory
records . . . . . . . . . . . . . . . . 81
ATM log supervisory details
viewing the ATM log supervisory
details . . . . . . . . . . . . . . . . . 82
ATM remote key management
searching for ATM remote key
management records . . . . . . 74
ATM status history . . . . . . . . . . . 71
searching the ATM status history
71
ATM totals and balance . . . . . . . 72
ATM remote key management .
74
searching for ATM totals and
balance . . . . . . . . . . . . . . . . 72
viewing the totals and balance
details for an ATM . . . . . . . . 74
group setup . . . . . . . . . . . . . . . . . . 32
configuring a new group . . . . . . 33
searching for an ATM group . . . . 32
updating a group entry record . . 33
S
screen conventions . . . . . . . . . . . . . . . 16
Copyright 2012 FIS 16-November-12 Client Confidential 215
Statement of Confidentiality
The information contained in or supplied with this document is submitted solely for the purpose of
evaluating the products and services of FIS, and/or its affiliates and subsidiaries. The information
contained in or supplied with this document, in its entirety, is the confidential and proprietary infor-
mation of FIS, and it may not be copied by or disclosed to any person or entity (other than to the
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sent, FIS accepts no liability whatsoever for any consequences arising from the reproduction of
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information contained in, or supplied with this document, by the intended recipient, or by any
other person or entity, with or without FIS express prior consent. The intended recipient shall not
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competitive disadvantage of FIS, and will take all steps designed to assure its compliance with
this provision.
This proposal is neither an offer nor intended by FIS, upon acceptance by the intended recipient,
or otherwise, to create a binding agreement with FIS. Such an agreement shall be reflected only
by a definitive contract, executed by both parties.
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Company, product, and service names used by FIS within, or supplied with this document may
be trademarks or service marks of other persons or entities.
Copyright
Copyright 2012 FIS.
All Rights Reserved.