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User Guide
The information contained in this document is confidential and is not to be disclosed to any third party, nor disseminated, used, quoted or otherwise referred to for any purpose other than in connection with the internal evaluation of this product.
U.S. Bank On-Site Electronic Deposit via SinglePoint Web User Guide
Table of Contents
Table of Contents
Setting Up Internet Explorer ............................................................................................................... 3 Confirm Your Browser Version ........................................................................................................... 3 Disable Browser Pop-Up Blocker ....................................................................................................... 3 Add Trusted Website .......................................................................................................................... 4 Configure Internet Explorer 7.0 or later Security Settings .................................................................. 4 Prevent Internet Explorer Browser Caching ....................................................................................... 5 Configuring Internet Explorer Security Options .................................................................................. 5 Logging In ........................................................................................................................................... 5 Install Web Components..................................................................................................................... 7 Install Scanner Control Manager and Drivers, Altova and Flash Player............................................. 7 Test Your Scanner .............................................................................................................................. 8 Configuring a Different Scanner ......................................................................................................... 8 Updating the Scanner Control Manager ............................................................................................. 9 Enable Thick or Double-Feed Document Detection ......................................................................... 10 Upgrading the Scanner Control Manager......................................................................................... 11 Installing Required Updates for Scanner Control Manager.............................................................. 11 Installing Optional Updates for Scanner Control Manager ............................................................... 12
Disclaimer
There are no warranties extended or granted by this document or software material. The information provided in this user guide shall govern the U.S. Bank On-Site Electronic Deposit systems policies and procedures. The information contained herein is subject to change without notice. Revisions may be issued from time to time to advise of such changes and/or additions. U.S. Bank is a service mark of U.S. Bancorp. RDM Corporation makes no warranty with respect to the adequacy of this documentation, programs, or hardware that it describes for any particular purpose or with respect to the adequacy to produce a particular result. In no event shall RDM Corporation be held liable for special, direct, indirect, or consequential damages, losses, cost, charges, claims, demands, or claim for lost profits, fees, or expenses of any nature or kind.
Copyright
Copyright 2010 U.S. Bancorp Copyright 2010 RDM Corporation All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopy, recording or otherwise, without the prior written permission of U.S. Bank Corporation.
Trademarks
Windows is a registered trademark of Microsoft Corporation. Other brands and their products are trademarks or registered trademarks of their respective holders and should be noted as such.
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Configure Internet Explorer security settings Prevent Internet Explorer browser caching
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4. Allow pop-ups for the following addresses by entering them in the field and clicking Add: a. https://singlepoint.usbank.com b. https://electronicdeposit.usbank.com c. https://itms-online.com
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5. Click Close to close the dialog. 6. Click Apply and OK to return to Internet Explorer. To enable pop-ups for all websites: 1. Select Tools > Pop-up Blocker > Turn Off Pop-up Blocker. For the selected method, repeat these steps for every item workstation. If an item workstation is upgraded from Windows XP SP1 to SP2, the pop-up blocker will need to be modified again.
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U.S. Bank On-Site Electronic Deposit via SinglePoint Web User Guide
3. Click Custom Level. 4. Scroll to the ActiveX Controls and Plug-Ins section. 5. Enable Automatic prompting for ActiveX controls. 6. Scroll to the Downloads sections. 7. Enable Automatic prompting for file downloads. 8. Click OK, Yes and OK.
Logging In
To log in to On-Site Electronic Deposit for the first time: 1. Open Internet Explorer.
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U.S. Bank On-Site Electronic Deposit via SinglePoint Web User Guide
2. Enter the U.S. Bank SinglePoint address into the address bar: https://singlepoint.usbank.com and press Enter.
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3. Enter your Customer ID, User ID and Password as provided. 4. Click Login to begin the SinglePoint session. 5. If the Generated Token Password field is displayed, enter the password generated by the token that U.S. Bank supplied to you. Note: Refer to the U.S. Bank SinglePoint User Guide, Section 1 for information on changing your password and establishing challenge questions for SinglePoint. 6. Select On-Site Electronic Deposit from the left navigation bar.
This screen will appear for users assigned as System Administrators. From this page, select Deposit to begin your deposit transactions via the Batch Status screen. Users without the System Administrator role will go directly to Create Deposit from SinglePoint. Access to the system is based on the roles assigned in the Electronic Deposit Manager. Please see your System Administrator for user access.
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Install Scanner Control Manager and Drivers, Altova and Flash Player Test Your Scanner
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Install Scanner Control Manager and Drivers, Altova and Flash Player Note: If you use Internet Explorer 7.0 or later you must change you default security setting before installing Adobe Flash Player. See Configure Internet Explorer 7.0 or later Security Settings for details. To install the Scanner Control Manager and Drivers: 1. Log in to On-Site Electronic Deposit. 2. Select Deposit, if applicable. 3. On the Batch Status screen, click the Settings link in the bottom left corner of the page. 4. Select your scanner from the Scanner Model drop-down menu, then click Save.
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Note: Be patient the system will install without a process screen. 6. A progress indicator appears for a few seconds as Microsoft Visual C++ automatically installs. Do not click Cancel.
7. Click Yes when prompted to install the Scanner Control Manager: Note: If a message appears that asks if you want to reboot your workstation immediately, click No, log out of the system and immediately reboot your workstation. If you click Yes, you may not be logged out of the system properly.
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2. Select the scanner model that you are using and click Save. 3. Close the Settings dialog. 4. Disconnect the existing scanner. 5. Connect the new scanner. 6. Allow Windows to automatically detect the new scanner and download and install the new device drivers. 7. Test the scanner to ensure that the system can communicate with it properly. 8. Begin scanning items using the new scanner.
Note: In order to minimize the level of user interaction, you can select the Always trust content from RDM Corporation option to hide future Security Warning dialogs from RDM Corporation (RDM is a third-party service provider for U.S. Bank). When you select this option, you are not notified when the scanner drivers download to the local system. 3. You are notified when the Scanner Control Manager ActiveX component installation is about to begin. Disconnect the scanner and click Yes to continue. ActiveX components are downloaded and installed on the item workstation.
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U.S. Bank On-Site Electronic Deposit via SinglePoint Web User Guide
Note: Ensure that the scanner device is both powered off and/or not connected to the computer. If the scanner device remains connected to the system during initial installation and setup, the Windows Hardware Wizard will detect the scanner and then will try to install device drivers. The Windows Hardware Wizard will fail when it tries to install the device drivers because the device drivers do not yet exist on the system. The device drivers are bundled with the Scanner Control Manager ActiveX Control download. 4. ActiveX components are downloaded and installed on the item workstation. 5. Click OK when you are notified that the Scanner Control Manager ActiveX component has been successfully installed. Note: You may be prompted to reboot the system following the Scanner Control Manager installation. If you are offered a choice whether or not to reboot immediately, click No. Log out of On-Site Electronic Deposit and SinglePoint, then reboot the system. If you reboot without logging out properly, you may suspend any batches currently being worked. Reconnect the scanner before attempting to scan items.
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U.S. Bank On-Site Electronic Deposit via SinglePoint Web User Guide
Refer to the SCM version listed on the Settings page to confirm that you have updated the SCM. You might not have the appropriate rights to install all updates on your computer. Some updates must be installed by your computer administrator. A message tells you when a computer administrator is required.
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5. Click Install. 6. Restart Internet Explorer or your computer if you are prompted to do so.
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