TRISM 4 User Manual 4.1.0.3036
Contents
1. 33 lf desired enter a description of the spoiled card and the reason for spoilage Select from the following options Return to Inventory if the card is still viable for printing Card Successful if the card was incorrectly spoiled and will be issued Card Destroyed if the card is not viable for issuance or future printing Click OK when finished The card will be highlighted in red when successfully spoiled Spoil Other lf two cards are stuck together during printing they must both be accounted for in the inventory Spoil Other Edit Spoiled UnSpail Right click a spoiled card and select Spoil Other a frmSpoilCard lt _ ID Card Number Spoil Other Queue ID Description Reason Operator access Operator Return to Inventory Card Successful Card Destroyed Date Time OK Cancel Time and Date Added The Queue ID will display O If desired enter a description of the other spoiled card and a reason for spoiling Select Return to Inventory Card Successful or Card Destroyed Click OK The Other Spoiled Card will appear in the queue If a card is mistakenly added to the queue via Spoil Other right click it in the queue and select Delete Spoiled 34 Spoil Other Edit Spoiled Delete Spoiled If a card is spoiled mistakenly right click it in the queue and select UnSpoil to return it to its original state Spoil Other Edit Spoiled UnSpoil 352. Management Reports with user specified information may be created in the Management tab Start Date End Date Saved PreMade Matching 0 6 14 2013 jv 6 14 2013 y Filter T E Filter Clear v Search Print Export Archive Backgr BranchlD CardNu CardFor Card M CardSta Created Custom Cvv2 DevicelD Entered Emboss Encode Save Select the Start Date and End Date to specify a range of cards to display The Start Date should be set one day prior to the date of card verification Click Search to populate the list of cards To open a previously created report select the report from the Saved dropdown menu To open a report template select one of the following options from the PreMade dropdown menu Columnar Report Prints all selected columns in specified date range Background Report Prints card background summary in specified date range To create a customized report Select which columns are printed by right clicking anywhere in the card information field and selecting Add Remove Columns Start Date End Date Saved PreMade Matching XX 10 3 2002 EF 2 14 2014 Er Filter Filter Filter Filter Clear Archived Date Bran CardMumber 12 10 2013 10 25 49 AM EEEF Central 224567777 1 3 2014 8 18 10 AM cowboy Central 2224565345 1 3 2014 8 18 10 AM owboys Central 2224564564 1 3 2014 8 18 10 AM cowboy Central 12 20 2013 10 12 40 AM Central Car Ca
3. A hr DONALD R DUCK Security Information Contact Information 2 00 00 AM 78752125 26 Job Information Print Default Printer Paused Central Vault Select Mailer Account Information Edit Permissions The Edit Permissions window allows a user to make certain fields in the Order Card window editable or required The fields with editable permissions are highlighted in yellow search Image Selection Job Information Select Job Type kal Select Device Select Card Status Select Job State Card Information Select Vul E Select Product Card Number Select Card Stock k Cardholder Name Business Name Exp Date Offset PIN Method Securty Information Contact Information Account Information Primary Checking ssf Tax ID Right click a field and select Is Required to make a field mandatory If no information is entered in a mandatory field wnen Order Card Is clicked a red icon will appear next to the field Image Selection Selecta gallery card A card may not be printed until all required fields are filled Dropdown menus may not be designated as editable or required 27 Job Information Select Job Type v Member Number Y Search Crea 2 Dean Select Card Status Select Job State Central Vault v Card Information Exp Date 3 d Offset 6 carn 5 PIN Method La gt Address Information Security Information Contact Information Account Informatio
4. Cre False Mew True False Mew True False Mew True False Mew Tre 900051 False Mew Tue 300025 300070 1 8 2014 10 07 55 an Central 2224568432 2 False New True 900070 Central False New True 500034 i False Mew True 500041 False Mew True 500045 False Mew Tre 500017 False Mew True 500071 False Mew True 12 10 2013 12 06 10 PM Preprinted stock 1 8 2014 10 02 55 AM American Hag 12 17 2013 7 57 54 AM Cowboys 4 Hr 36 Check the desired boxes to select or deselect the columns to be displayed uJ Edit Columns v ProcessDate Y PVKI Y Card Number Y CustomerlnfolD Offset V CardStatus ExpDate BackgroundID V EncodedName V ArchivedDate TranType V PhotolD Y WorkStation Y SignaturelD 4 OperatoriD Y MailerlD V CardFormat Embosser Name X EnteredDate V Pin Mailer Y VauttlD Y Card Mailer WorkstationIP Vv Created V DevicelD Y BranchiD Product D Y V Cvv2 Y ProcessDate v Y ProcessDate 4 PVKI F Spoiled V Card V CustomerlnfoID v Card Number V CustomerinfolD V Offset V CardStatus y Exp Date v CardStatus v ERES Y BackgroundID Y Offset Y BackgroundID 4 EncodedName V Archived
5. enabled Add Users To add a new user select Users from the left hand Configure menu Click Add and enter the user information in the provided fields ID Template S Name _ Locked Out REE Change Password Reset Password Save Cancel _ When the new user logs in they must use the default password 1234567 When Login is clicked a window will open prompting the user to change their password All passwords must be at least 8 characters long and include at least three of the following capital letters lowercase letters numbers and special characters IQit 95 8 al Password Expiration Mew Password Confirm New Password Enter the new password in the provided fields and click OK The user will then be redirected to the TRISM IV main menu Alternatively users may be entered using the Active Directory function Edit Users Select a user in the User list and click Edit Make the desired changes and click Save ID Template Mame Locked Out xxu Change Password Reset Password Templates A template may be used to automatically assign a user a specific set of permissions See the Appendix for permission descriptions ID Name Admin Admin Template 1 Template 1 Template 2 Template 2 Template 3 Template 3 Template 4 Template 4 Template 5 Template 5 To enable or disable permissions select Template from the Configure menu to display the following menu select a template and click Edit Ea
6. 793240000 Name X GOOFY D DOG 2800045 TWEETY N BIRD 5880002211117 MINNIE A MOUSE 4315880001313131 DONALD R DUCK 4315880004526434 BETTY BOOP 4315880009900049 SYLVESTER CATZ 4315 80009994949 POPEYE B STRONG 3 Click Print Mailer Job Information TE Select Card Status F Select Job State Central Vault security Information Account Information 12 00 00 AM 878752125 29 Queue The queue displays all cards that have been ordered and have not yet printed Refresh Cards In Queue 12 Y Auto Refresh 30 Purge Requests Clear Entry Date 1 7 2014 2 03 48 PM 1 8 2014 11 02 32 1 8 2014 11 09 18 1 8 2014 11 10 49 1 8 2014 11 11 53 1 8 2014 11 12 39 1 8 2014 11 13 17 1 8 2014 11 14 25 1 8 2014 11 15 38 1 7 2014 2 06 23 PM 1 9 72M A 11 nEk An Device Name Default Printer Default Printer Default Printer Default Printer Default Printer Default Printer Default Printer Default Printer Default Printer Fargo Carnan Card Number 22245678888 2224564165 2224567776434 2224567774895 2224569851 2224567112152 2224567713416 2224563796 222456776454 2224561111 77T114RC 0272 amp R Card Type Job Status Card Status Operator Vault B 2 Visa Debit Paused Ph New access Branch Vault Cl 2 Visa Debit Paused Ph New access Branch Vault C 2 Visa Debit Manual Ph Re Issue access Branch Vault Cl 2 Visa Debit Paused Ph Re Issue
7. E Added Successfully An unlicensed device will be highlighted in red Select the device from the Devices list and click License Device 2 Unlicensed Device A licensed device will be highlighted in blue 1 Default Printer 192 168 7575 16 Click Rebuild Devices after adding deleting or changing a device 14 Active Directory All users part of a network s Active Directory may be automatically entered in TRISM If Active Directory is enabled usernames and passwords cannot be changed using TRISM IV The computer in use must be part of a domain not a workgroup If the computer is part of a workgroup do not change any active directory settings When Active Directory is enabled the only non active directory logins that may be used are Access Installer Installer2 4 Enable Active Directory Domain demoteller com Get Domain Groups Settings Templ ate Template Group se Clear ok J cane Check the Enable Active Directory box TRISM IV will automatically search for and enter the domain name Click Get Domain Groups to display all groups in the Users window Select a group in the Users window and choose a template from the dropdown menu Click Set to save the template to the selected domain group The domain group selected will appear in the Template Group field 15 Branches Each branch must be licensed One free branch license will be included with TRISM 4 Additional lice
8. Format Add Show Add and Copy Format buttons Format Edit Show Edit Format button Format Delete Show Delete Format button Card Stock Allows manipulation of card stock Add Add card stock Delete Delete card stock Edit Edit card stock 45 Rename Rename card stock General Edit Shows General in Configure menu User Editing Shows Users in Configure menu Template Editing Shows Templates in Configure menu Format Editing Shows Formats in Configure menu Device Editing Shows Devices in Configure menu Active Directory Edit Shows Active Directory in Configure menu 46
9. Signature if the card stock contains a signature box Click Browse to navigate to the folder containing the signature images Card Status The card status for each format will be chosen in the Order Card Job Information panel For example New Re Issue Replacement 11 Devices The Devices tab displays a list of all printers and embossers configured with TRISM Device License Allowed 5 Add Device License odii 4 License Device Index Name Address Port Ping Test 1 Default Printer 192 168 75 5 Rebuild Devices Each device must be licensed Once a license code is obtained click Add Device License Tola 3 Add License Current Installed License 13 Extended License Code Enter the license code Once a valid code has been entered click Install The Device License Allowed value will increase by the number of licenses linked to the license code Adding a printer or embosser 1 Install the printer according to manufacturer instructions 2 Open the DSI Print Service Controller located in C Program Files Demoteller Log File Service About Service Setup Printer Properties FARGO_HOPI v Installed Printers Jeff HDPII Ww Startup Delay seconds 12 Select the internal IP address IP computer being used is on Enter the port assigned to the printer Check Enable Select the printer from the Installed Printers dropdown menu Unless otherwise recommended keep the Star
10. Stock ID To add different card stocks to the inventory menus enter the new card stock s ID and description in the provided fields Card Stock ID 123 860 569865 abc123 l Card Stock to BIN i Card Stock to Device Card Stock ID Card Stock Description Blank Visa Green Pre Printed EMV card Card Stock Description Add EMV O E State v EMV Select whether the card should be printed readily paused or manually in the State menu Check the EMV box if the card stock has an embedded EMV chip Click Add once the above information has been entered Card Stock to BIN To set the BIN number to be printed on each card stock type select the desired Card Stock Description BIN ISO EMV card Green Pre Printed 222456 123456 Select CardStock zj Select BIN ISO zj card stock in the drop down menu Select the BIN in the drop down menu then click Add 22 Card Stock to Device Card Stock ID Card Stock Description Device Select Card Stock Select Device State Track the addition of certain card types to printers and embossers Select the vault that contains the card stock to be added or removed then select the card stock from the drop down menu Select the printer or embosser in which card stock is added or removed then click Add or Remove 23 Request Order Card search Image Selection Jo
11. their username and password to gain access to inventory controls Vault Inventory The vault inventory tracks the shipment of stock cards between the central vault and vaults at each branch Adding vaults Click Add Central or in the Central Vault display or Add Location in the Vault display Central Vault In Transit Carrier Vault Name Location Destination of Cards Description Name Location Central Vault p 4 Ww Add Central Send Cards Master View All Receive Cards Add Location Description Number of Cards Name Address 1 Address2 City State Zip OK Cancel Print inven Enter the required name and address fields Click OK 19 Tracking cards Central Vault In Transit Carrier Vault Name Location Central Vault G Destination of Cards Description Name Location Add Location Add Central Send Cards View All Receive Cards Cards to a Branch send To Description Number of Cards Blank White 459 arrier Name Number of Cards Comments 5 sena Cancel sent Cards 1 Select a central vault Click Send Cards 2 Select the recipient branch s vault from the Send To dropdown menu 3 Enter the Carrier Name number of cards to send and any additional comments 4 Select the type of cards stock to send 5 Click Send 6 The shipment order will display under the In Transit Carrier me
12. 014 02 26 10 28 54 ClientDt zCustLangPref English lt Cust LangPref gt lt SignonPswd gt zCustld OK Select the dates to search by in the Start Date and End Date dropdown menus then select the service in which to view the log Click Search Click Purge to delete the log 40 Error Log View the log of all errors encountered by third party services Select the dates to search by in the Start Date and End Date dropdown menus then select the service in which to view the log Click Search 3 4 2014 3 13 15 PM 3 4 2014 3 13 14 PM 3 4 2014 3 13 14 PM 3 4 2014 3 13 13 PM 3 4 2014 3 13 13 PM 3 4 2014 3 13 12 PM 3 4 2014 3 13 12 PM 3 4 2014 3 13 11 PM 3 4 2014 3 13 11 PM Start Date January 27 2014 Ale Monday DS Portico Int 40 Time Stamp Message Length cannot be less than zero Parameter name Length cannot be less than zero Parameter name Length cannot be less than zero Parameter name Length cannot be less than zero Parameter name Length cannot be less than zero Parameter name Length cannot be less than zero Parameter name Length cannot be less than zero Parameter name Length cannot be less than zero Parameter name Length cannot be less than zero Parameter name 3 4 2014 3 13 10 PM Length cannot be less than zero Parameter name 3 4 2014 3 13 10 PM Length cannot be less than zero Parameter name 3 4 2014 3 13 09 PM Length cannot be l
13. Date Y EncodedName V ArchivedDate Y Tran Type Y PhotolD Y TranType V PhotolD Y Work Station Y SignaturelD Y Work Station v SignaturelD V OperatorlD V MailerlD v OperatorlD v MailerlD Y CardFormat V Embosser Name V Embosser Name V EnteredDate V Pin Mailer V Pin Mailer Y VautID Y Card Mailer Y Card Mailer Y WorkstationIP Y Created J Created iv DevicelD Y BranchiD Y BranchlD Y ProductlD iv ID Y ID V Cvv2 V QID V QID To filter columns Select a column field from the first Filter dropdown menu Filter Filter Filter Filter BackgroundlD BranchlD CardNumber CardFormat Card Mailer CardStatus Created hID Cardu CardFor Card M CardSta Created Custom Cvv2 DevicelD Entered Er CustomerinfolD Cvv2 DevicelD Entered Date Embosser Name EncodedName Exp Date ID MailerlD SignaturelD TranType VaukID Enter the filter criterion in the field below only one criterion per filter Only one filter field is enabled initially Following filters will be enabled once preceding filters are designated 37 Click Search to apply the specified filters Reports may be saved for future use printed or exported in csv format To view card information Right click a card and select Details Start Date End Date Saved PreMade Matching XX 10 3 2012 Jr 2 14 2014 Er Filter Filter Filter Filter Car Ca Ce False New Tru
14. E Edad E OOO 22 Card StOCK 16 BIN o do cas 22 Gara Stock to DEVOE cama Glen elite UM Sonn 23 ROGUGS Torena aes E 24 Order Gald aeniea a AAA Oa 24 Personalizing and Previewing Cards ccccoooncccnccononcconccononcconononanccnncnnnancnns 25 Edt SUAS SIOTIS ices sees eee eects eam i tbat ie ae gati lea aide tata 27 REPIN a aiii 28 PIN Male NEU vais pase nada baueasa yabeunsn abe uaa ua yeaa 29 eT T 30 RODOS c 31 EN O Ei aue 31 Tips for Balancing End of Day ReporlS ooooocccccccnoccconccononcconcnonanccnncnnnnos 31 Device VERO e tii 31 V AUN Ive D OP vocas boe ipi Puce bonus EU aut Loc Amd Comida nett nul n DAR CN 32 Es A 33 Management TT TTE 36 Historical Gard BA A uoces ditate E it en coe cds 38 A A A 40 edie qi Mole MEET E 41 gomme E 42 ADO srta A E e BUS ade PUDE 42 leere cM T o A 43 Oad o RE 43 PERMISSION Descr pHONiS neueste pesi rus RE a sEFO Ua cR VO Rx ORNA 44 What is TRISM IV TRISM IV is the latest card issuance suite developed by Demo Teller Systems Inc This unique hardware and software system provides all the tools needed for the creation and distribution of financial cards of any kind Initially introduced in the late 1990 s TRISM provides instant and central issuance of Visa and Mastercard credit and debit cards to financial institutions worldwide TRISM works seamlessly with the PCI certified and listed Hardware Security
15. Module HSM to ensure complete privacy of cardholders information From centrally issued pre printed cards to customer created cards available for immediate use TRISM IV boasts the versatility to meet any institution s most specific demands TRISM IV Desktop Icons HSM Manager Card Designer Server Print Controller Configure General 2 The C1 30 Days until Password is Expired Pin Pad Derivation Key Location Pin Pad Session Expiration in days Update File Location Group Box Per User Citrix Force Port Entire System OK Cancel 1 All TRISM IV user passwords will expire after the amount of days specified New passwords for each user must be created at that time Disregard if Windows Active Directory is enabled PIN pad derivation key is provided by DSI for setup of the HSM It can be found in HSM Manager in the Key Management tab 3 lf an old version of a PIN pad is being used that does not automatically generate an encryption key a new encryption key will be generated by T4 after the specified amount of days 4 Click Choose Directory and select the location where TRISM updates will be saved 5 Check box if using a Citrix virtual server and select the assigned port from the dropdown menu Ports do not need to be assigned per user if they are assigned for the entire system Users The following user configuration is disabled if Windows Active Directory is
16. TRISM IV User Manual ma Y Sloan roe od DemoTeller Systems Inc OUR PLEDGE No cardholder shall leave the new accounts desk without a working debit card in their hand Period DemoT eller Systems Inc 1212 Royal Parkway Euless TX 76040 817 494 9300 www demoteller com Table of Contents Whatis TRIS MIIN Zara 1 TRISM IV Desktop ICONS 2 iioi aen nte reta taa AETERNE 2 COn NS PRENNE operas pandas 3 Generalmente tada 3 A A ee E UA 4 A ee ee ee eee ee eee eee 4 PEATUSES a iS 4 TEMPE Sesenta dra D T 5 O o 6 General Seine ci 6 Erncode SEIS td 7 EMDOSS SCING Sit redd a debo inue lau a pera dM ignit ME 8 Mc mr lo 9 A eh dae aera hd ihe ade ae ede Sed 9 CHSTOM MB AC OO UG title odds capos 11 BIO rss api 12 Adding a printer or embosser c oocccccccnnnccnncccnonccnnnnononncnnononnnncnnnnonanncnnnnnnnas 12 ACUIVE DIRECIO A TUR 15 a 16 Add and remove vaults devices and PCS ccccccccocccnncccnnnccnnccononncnnnnnnnns 16 O aarp TE ern D ULT OPE ne re 17 IMLCTTACS SCUING Sei ci ti 17 Interrace BIN Settings iria a 17 e EUR 18 AGAM MSS iei cc o en cea sangeet bets 18 Moving an MSR to another computer ccceceeseeeeeeeeeeeeeeeeeeaeeeeeeeeeas 18 o MERETUR 19 W QUIT Invento cakas ondes rises 19 ACME VAS T cc 19 WACKINOG Cards tt rA 20 LDIEVICS ACCESS vrs 20 Adding removing cards and changing ribbon foil 21 fe Bs ore lah pito a MP 21
17. access Branch Vault Cl 2 Visa Debit Paused Ph New access Branch Vault C 2 Visa Debit Paused Ph New access Branch Vault C 2 Visa Debit Paused Ph New access Branch Vault C 2 Visa Debit Paused Ph New access Branch Vault C 2 Visa Debit Paused Ph New access Branch Vault C 2 Visa Debit Ready Photo New access Branch Vault Cl A Tian Nake DA i Di Danilanarmmrt AMAA Dramak IUE mr Double clicking an item in queue will display the Card Information all Card Information Device Name Device IP Address Trism Locked Change JobStatus 192 168 1 16 3000 v Card Number 12345 4444 Format 1 BLANK VISA Entry Date 6 13 2013 3 06 28 PM Transaction Type Print a Card Print Card Mailer Print PIN Mailer Current Background American Flag New Background Change job status ready photo send to embosser manual print paused photo or card verified Delete a card in the queue by selecting it and pressing the Delete key on your keyboard lf a Card Information window is open at another workstation or branch the card cannot be printed deleted or changed Click Purge Requests to close all Card Information windows 30 Reports End of Day End of Day reports displays all cards and inventory changes made that day in selected devices and vaults The table with the headers BIN and Amount show the quantity of each card type issued that day Branch Central Br
18. ain lines of text from displaying on the Order Card window when cards are being created Disable Truncation Rules if a customer name exceeds a certain length it will automatically be shortened to exclude a middle initial prefix suffix etc Checking the Disable Truncation Rules box disables this function so longer names must be shortened manually Check Topping if the printer being used has a roll of foil to top printed card names and numbers Z Use Maskin Indents and Embossing Locked M T Masking line 09 E F HHHH HHHH HHHH HHHH Line 2 0 68 E Line 3 Line 4 0 35 XNAME Lines 921 Left Margin 0 40 From left to center of first character Enable Indent Printing Disable Truncation Rules i dent Print Mask Font pe J Topping Indent Print Mask t 202 SEES naa aaa OE Type TET 7 RAE Nam Fa rw Z Indent from left of card Height of Indent Printing I CUL ZUU Mailers Print Card Mailer Use MSWord Mail Merge Print Pin Mailer Use MSWord Mail Merge Calc Natural PIN Print Return Address Trism Sets PIN Mailer Forms Print Card Mailer or Print PIN Mailer Enables printing of mailers upon card print Use MSWord Mail Merge Use mail Calc Natural PIN Automatically generate a PIN for which the offset is 0000 When this is not enabled the offset will be determined based on a randomly generated PIN Print Return Address Include the branch s address on the PIN mailer P
19. anch a Vault Central Vault Device Default Printer Card Stock Blank White Device Inventory Vault Inventory BIN Starting Inventory 5 Starting Vault Inventory 7352 Inventory Added p Vault Inventory Received 0 2 Inventory Removed 9 Vault Inventory Sent 0 Manually Added g Removed to Device s 0 Used Inventory z n Returned From Device s D 2 Cards Destroyed g Current Vault Inventory 7352 0 Cards Returned to Inventory g 0 Other Cards Removed from O Total Cards in Device s 46 Ending Device Inventory 46 Total Branch Inventory 7398 Card Number EncodedName DevicelD UserlD EnteredDate Process Date Workstation Transaction Type Wa 2224565770595 SMITH HELGA 192 168 1 51 7575 access 3 7 2014 12 38 37 PM 3 7 2014 12 40 01 PM Lea Desktop PRINT amp CARD 6583277770006 192 168 1 51 7575 access 2 27 2014 1 50 23PM 3 7 2014 1 58 12 PM Jeff Desktop PRINT amp CARD 5 6583220006 J 192 168 1 51 7575 access 2 27 2014 2 07 06 PM 3 7 2014 1 58 32 PM Jeff Desktop PRINT amp CARD 2224560009 PRATT JEFF 192 168 1 51 7575 access 3 5 2014 3 46 02 PM 3 11 2014 3 25 15 PM Jeft PC PRINT ACARD Tips for Balancing End of Day Reports e Balance the end of day report every day Never start the day with a device inventory greater or less than zero e Dont wait until the end of the business day to spoil cards Spoil them as soon as they are incorrectly printed e Use the Device Access function to account for added or removed car
20. b Information Selecta gallery card i Member Number Default Printer Search Criteria Select Job State Central Vault Select Mailer Select Card Stock Cardholder Name Exp Date 02717 Offset HUNI Get PIN si E Iii Pin Pad Address Information security Information Contact Information Account Infarmation Address 1 Mothers Maiden Mame one Mur Primary Checking City State Zip SSH Tax ID Secondary Savings Nene Number Search If a core or processor interface is being utilized select the interface from the dropdown menu If the customer is existing choose to search by either card or member number Enter the card or member number in the Search Criteria field Click Search Select the desired member from the list The member s information will be automatically populated in the blank fields Card Information Select the card BIN in the Product dropdown menu Click Get Card to automatically generate the card number if Auto Card Number is enabled in the BIN s format settings or enter it manually Select the card stock from the drop down menu Enter the customer s name business name if desired and the card s expiration date if not automatically generated Click Get PIN The PIN pad will beep Enter the desired PIN on the PIN pad Press the green Enter button 24 The PIN pad will beep again Re enter the PIN and press the green Enter button to confirm the PIN The card s offset will be displayed after
21. ch of the options in the above menu will open a list of permissions that may be enabled and disabled by clicking their respective check boxes Template Name Template 1 Edit Security Template a Inventory jesse T Configure Edit Security Permissions PCLink Enable PC Users Ws Trism Template options example Security permissions oee the Appendix for permission descriptions Formats Card types e g Mastercard Visa Visa EMV etc are added in the Formats menu Card and mailer formats can also be edited in the Formats menu to customize placement of text and pictures Name BLANK VISA BLANK MASTERCARD BLANK VISA EMV ATM A Bat Cov Delia To add a card type click Add Enter the card s ISO or BIN number and select the card type Click OK u frmAddlso New ISO General Settings The following menus are displayed by selecting a card type and clicking Edit Do not Update Core on Issue Do Mot Update Core on Re Issue Transaction Report 2 Print Report for Every Printer Queved Transaction The branch s core will be updated on every issue or reissue unless the above check boxes are selected To make hard copy records of all queued transactions including ordered cards and re PINs check the box in the Transaction Report section and select a printer Encode Settings The Encode Settings determine the information and placement of information written to th
22. ds even if the device will be unlocked manually e The queue should be empty at the end of day Device Inventory Starting Inventory Quantity of cards in device at the beginning of the day only greater than zero if cards are not removed at end of previous day Inventory Added Quantity of cards added to device throughout the day 31 Inventory Removed Total quantity of cards removed from vault device Manually Added Quantity of cards added manually during the order card process Used Inventory Quantity of cards not destroyed or returned to inventory successfully printed cards issued to customers Cards Destroyed Quantity of cards destroyed in the Spoil Card menu Cards Returned to Inventory Quantity of cards returned in the Spoil Card menu Other Cards Removed from Inventory Quantity of cards removed from device not accounted for by the Spoil Card menu Ending Device Inventory Sum of the above quantities Vault Inventory Starting Vault Inventory Quantity of cards in vault since last processed end of day Vault Inventory Received Quantity of cards received in the Vault Inventory Transfer page Vault Inventory Sent Quantity of cards sent in the Vault Inventory Transfer page Removed to Device s Quantity of cards added to devices in the Device Access page inventory menu Returned from Device s Quantity of cards removed from devices and returned to vault Current Vault Inventory Quantity of cards in vault Total Cards i
23. e ArchivedDate Bran CardNumber 12 10 2013 10 25 49 AM cere Central 222456577777 1 3 2014 8 18 10 AM 1 3 2014 8 18 10 AM 1 3 2014 8 18 10 AM 12 20 2013 10 12 40 AM 2224567775345 j 222456774472 False False False False Mew New Mew New True True True True 900051 900025 900070 8 2014 10 02 55 AM 2224567778432 2 False New True 900070 mitral 2224565464 False New Tre 500034 j 2224566545 False New Tre 900041 2224567890 False New Tre 300049 ental 2224567890 False Mew Tre 300017 1 8 2014 10 02 55 AM American Hag l 222456 4564 False Mew True 500071 12 17 2013 7 57 54 AM Cowboys 2224566456 False New Tre 900071 4 t 1 3 2014 8 15 pe PET 12 10 2013 12 06 10 PM Preprinted stock Historical Card Balancing Reports summarizing cards printed per branch device card stock and or operator can be printed in the Historical Card Balancing menu 38 Start Date End Date 9 24 2013 gv 9 24 2013 gw Branch Name Vault Name Device Mame Product Name Sales Bench z vaa Operator Device Product ID Sample Fargo Blank White Sample Fargo Blank White Sample Fargo Blank White Sample Fargo Blank White Select a date range or click Show All Select the branch vault device and or product in the dropdown menus to filter by and click Filter to generate the historical report 39 Data Log View the log of all actions performed by third party services Start Date End Date Monda
24. e cards magnetic stripe Format 1 Card Type ATM Name Index From Start Length Order Default Format Code SS 0 1 1 B Card Number SS 1 16 2 123456HHHHHHHHHH Name Ist FS 0 26 3 Expiration D 2nd FS 0 4 4 4912 Service Code 2nd FS 4 3 5 120 Member Nu 2nd FS 7 1 6 1 Offset 2nd FS 8 4 7 0000 0 8 0 9 0 10 To edit these settings double click the field to be changed to display the following window Field Name Index From Start Length Format Code v SS Y 0 1 Data B OK Cancel Enable Auto Card Number Generation Beginning Card Number Current Card Number Increment By Y Allow Name Change Name Options Customer s name will be encoded in the following format Lastname Firstname Middle Allow Name Change on the following Transactions Iv Re Pin Y Select A Pin Card numbers may be generated automatically by TRISM in the Auto Card Number menu Check the Enable Auto Card Number Generation box to edit card number settings Enter the first card number used as the Beginning Card Number Cards will print with numbers beginning after the Current Card Number 7 New card numbers can be automatically generated increasing by any increment by entering a number in the Increment By field The layout of a customer s name printed to a card may be changed by checking Allow Name Change Emboss Settings Enter the size of the indentation applied to text on the card Check Use Masking to hide cert
25. eports Show Report dropdown in main TRISM menu View Local Reports Allows access to Management in the Reports dropdown menu Run End of Day Reports Allows Process End of Day button 44 Run End of Day Reports User Allows Show End of Day report dropdown menu Run End of Day Reports Admin Allows Show End of Day report dropdown menu Show Masked Card Number Masks card numbers View Non Financial Reports Allows non financial report to display under Management Reports View Individual Reports Show saved Management reports View Existing Reports Show Historical card balancing in Reports dropdown menu Inventory View Inventory Displays the Inventory tab in the main TRISM menu Device Unlock Allows access to Device Access in the Inventory dropdown menu View Card Stock Allows access to Card Stock in Inventory dropdown menu View Vault Inventory Allows access to Card Stock in Inventory dropdown menu Central View Shows Central Inventory transfer Central Admin Allows adding Central vaults and sending cards Central User Shows options for Main Vault on right click Branch View Shows Branch Inventory transfer Branch Admin Allows adding a branch Branch User Shows options for Branch on right click Configure View Settings Displays the Configure tab in the main TRISM menu User Editing Shows Users in Configure menu Add User Show Add User button Edit User Show Edit User button Delete User Show Delete User button
26. ess than zero Parameter name 3 4 2014 3 13 08 PM Length cannot be less than zero Parameter name al WA 23 13 10 DA lanrth annot ha lace than torn Dorametar nama 4 TT DSI Portico Int 4 0 Date Time 34 2014 3 13 14 PM Source mscorlib Target System String Substring Machine Name JEFFA012TSTSRVR Data Inner Exception Stack Purge Click Purge to delete the log 41 End Date Wednesday March 05 2014 flr Assembly TargetS Data DSI Portico Int mscorlib System DSI Portico Int mscorlib System DSI Portico Int mscorii System DSI Portico Int mscorlib System DSI Portico Int mscorlib System DSI Portico Int mscorib System DSI Portico Int mscorlib System DSI Portico Int mscorlib System DSI Portico Int mscorlib System DSI Portico Int mscorlib System DSI Portico Int mscorlib System DSI Portico Int mscorlib System DSI Portico Int mscorlib System NGI Bestice bed Cueca Source rri erndih lam Help About View the version of TRISM IV currently installed Trism IV Version 4 01 0 2100 DemoTeller Systems Inc Click Log Directory to view TRISM data and error logs 42 Appendix Card Layouts Refer to the following guidelines when setting up card formats Text logos at least 3 gt from edge of card brand Clearance marks magnetic stripe EMV chip or signature panel VISA Spec
27. h individual interface and generally not edited by financial institution personnel i Active Directory Setting Interface Settings o 28 Interface Bin Settings aia Payments To Purchases Third Party Payment Transters From Transters To Withdrawals ja e E 17 MSR Magnetic stripe readers MSRs if used must be licensed and linked to PIN pads p General Users ba Templates i Formats i Devices z Active Directory Branches H Interfaces Adding MSRs MSR License Allowed MSR License Used PinPad Serial Number 817284E B0331BE0 817284E BO030FSE0 817284E7B030B4E0 817284E B024B8E0 Delete PinPad 21 Add MSR License 2 License MSR IP Address 192 168 1 38 TestFindMSR Release MSR mm Cancel Click Add MSR License and enter the license code obtained from DSI Click Test Find MSR The MSR will appear on the table highlighted in red Select the MSR and click License MSR The MSR will now be highlighted in blue Moving an MSR to another computer Select the MSH to remove and click Release MSR When the MSR is plugged in to the new computer click Test Find MSR 18 Inventory The TRISM IV Inventory system features a dual control login to ensure security TRISM LV Dual Control login ID Cancel Password When an inventory is selected a login window will open Another user with inventory privileges not the user currently logged in must enter
28. hoto Settings Configure xml files card number layout photo ID s custom backgrounds and signature fields General Browse Browse Printer er templates from Microsoft Word documents Y Format Creates a printed Card Use Single Template J File Name Template Parameters v Print Bin Y Print Exp Date Print Full Name Print Misc1 4 Print CVV2 Print Last 4 Print Business Template Directory Backgrounds Browse Card Number Printing 4 Track 1 Data Track 2 Data No Spaces O Masked Card Number Use Alt Mask HHHH HHHH HHHH HHHH Template Options Use Names from the Options Photo v Background MiddleName Signature FirstName LastName Original Card Inventory Default Embosser v w Setting Image Gallery Location By the Template Directory Field click Browse The image gallery should be located in a folder with a name matching the branch ID within the specified card type folder For example Server NameMmages Card TypelBranch ID Template Parameters and Template Options Check the fields that the card format xml file contains Card Number Printing No Spaces Select for 18 digit cards to disable spacing between numbers Masked Card Number Separate a 16 digit card number into 4 blocks of 4 digits Use Alt Mask Enter a string of signs consistent with the desired spacing of card digits Advanced Format uses a Photo Photo ID rear Path Naming Conventi
29. ifications Distance from right of brand mark to right edge of card Custom Images Image file type Aspect Ratio e gt Y 4 DerWoJe lek SVSrEmsync 38 x 81 Distance from bottom of brand mark to bottom edge of card 43 Permission Descriptions Locked Disables user from logging in to TRISM Add Printer Add printers to branches Edit Printer Edit printers Delete Printer Delete a printer in branch Security Template Security Level Determines for whom the user may reset passwords Users may reset passwords for users with security levels lower than their own Edit Security Template Add templates Edit Security Permissions Edit templates View All Branches Displays the queue of all branches Order Cards View Order Card Displays the Order Card tab in the main TRISM menu View Actions Shows Request dropdown menu Edit Permissions Shows Edit Permissions in the Request menu With PIN Verification Show RePIN option in the Request dropdown menu Override Show RePIN option in the Request dropdown menu Order Card Express Open the Order Card window upon login PIN Mailer Only Shows PIN Mailer in Request meun Queue View Queue Displays the Queue tab in the main TRISM menu Edit Card Edit cards in queue Delete Cards Allows card deletion in the Queue Delete from any Branch Allows card in queue to be deleted from any branch Purge Queue Requests Shows Purge Queue Requests button Reports View R
30. n ENED e Phone Number 2 may Son Secondary Checkin Secondary Saving Mee Misc Account 1 Select Card Number or Member Number in the dropdown menu then enter the customer s card or member number in the Search Criteria field 2 Click Search Results will be displayed in the bottom of the window 3 Double click to select the desired card number Search Results Cardnumber Name 4315880002234547 GOOFY D DOG amp 15880004524947 TWEETY N BIRD 5880002211117 MINNIE A MOUSE 4315880001313131 DONALD R DUCK 4315880004526434 BETTY BOOP 4315880009900049 SYLVESTER CATZ RARAS 4315880009994949 POPEYE B STRONG 75 4 Select the PIN Method PinPad will allow the customer to manually enter the new PIN on the PINPad Generate will automatically generate a new PIN 5 Click Get PIN If using the PIN Pad to enter the PIN the PIN pad will beep Enter the desired PIN on the PIN pad Press the green Enter button The PIN pad will beep again Re enter the PIN and press the green Enter button to confirm the PIN 6 The card s offset will be displayed after the PIN is entered 7 Click Repin to update the card record 28 PIN Mailer A PIN Mailer may be printed in this window if one is not printed at the time of card creation 1 Enter the customer s member number in the Search Criteria and click Search Search O TIT Card Information SYLVESTER CATZ MICKEY MOUSE PIN Method Address Information 555 MOBY LANE FRISCO TX
31. n Device s Quantity of cards in all devices Total Branch Inventory Sum of cards in devices and vault s Device Inventory Starting Inventory 47 Inventory Added 9 Inventory Removed 9 Manually Added 9 Used Inventory Cards Destroyed Cards Returned to Inventory 9 Other Cards Removed from 32 If the Ending Device Inventory and or Total Cards in Device s is greater or less than zero the following window will appear Over Ride Device s still have cards in them Please remove all cards before processing end of day Would you like to Over Ride this Yes No Click Yes to process End of Day Click No to return to the End of Day Report screen Spoil Cards A misprinted card that cannot be issued is considered spoiled A spoiled card will be highlighted in red To give a user permission to spoil cards click on the Configure tab Click Templates from the left hand menu and double click the desired template Select Queue from the left hand menu then check the box labeled Delete Cards Right click a card to display the following menu Spoil This Card Spoil Other Select Spoil This Card to display the following window a frmSpoilCard ID Card Number 122456772156 PS Queve ID 67 Description Reason Operator access Operator Return to Inventory STU a Card Successful a uA S Y Card Destroyed Date 7 8 2013 8 4 OK Cancel Time and Date Added
32. nses may be purchased from DSI Branch License Allowed 16 Add Branch License Branch License Used 1 License Branch Branch Name Once a license code is obtained click Add Branch License Add License Current Installed License 13 Extended License Code Enter the license code Once a valid code has been entered click Install The Branch License Allowed value will increase by the number of licenses linked to the code Select an unlicensed branch highlighted in red and click License Branch A licensed branch will be highlighted in blue Add and remove vaults devices and PCs Select a branch and click Edit Click Add under Vaults devices or PCs and enter the name of the new vault device or PC Select an existing vault device or PC and click Remove to remove a branch Vaults Devices PC s Description Description Description Add Remove Add Remove Add Remove aan 16 Interfaces Interface Settings Interface settings and values will be determined by each individual interface and generally not edited by financial institution personnel DSI Portico Int 4 0 Setting Value BRANCHID 000 CREDITUNIONID 227222 LOGGINGMAX 100 LOGGINGMIN Stock Name StockQualifier Blank white 654321 Interface BIN Settings Interface BIN settings determine what actions may be performed by each BIN Interface BIN settings and values will be determined by eac
33. nu Received Cards Select the received order under the In Transit Carrier menu and click Receive Cards The order will be removed from the In Transit Carrier menu and the cards will be added to the vault inventory Device Access 20 Adding removing cards and changing ribbon foil Each time a printer or embosser is opened it must be accounted for in the Device Inventory Branch Central Branch Vault Central Vaut Device Default Printer Card Stock Blank White Current Quantity 0 0 6 Topping Foil Destroyed Reason Opening Day 5 Indent Foil Destroyed 0 Description Loading Cards Add Remove 8 Unlock Device Process Select the branch in which the device is located Select the vault containing the cards or foil Select the device to be opened If adding or removing cards select card stock Enter the quantity of cards to add or remove if any po aS A If opening an embosser to change topping and or indent foil check the corresponding boxes 7 Enter a reason for opening and a description of the actions performed or choose a reason and description from the dropdown menus If adding or removing card stock the reason will be generated automatically 8 Select a time delay for unlocking the device Longer delays should be used if the device is not near the workstation 9 Click Process Successful Device has been updated Card Stock Inventory 21 Card
34. on of Photo Browse Additional Properties Use as directed Height O Aspect MASK CARDNUMBER Width Fixed Allow Custom Backgrounds Background 4 User can choose background Background Path C Backgrounds Custom Browse Format uses a Signature Signature Signature Path Naming Convention of Photo Browse Additional Properties Use as directed Set Pen Width Photo ID Check Format uses a Photo for photo ID cards to enable the Take Photo button when ordering a card Click Browse and navigate to the folder containing the photo ID files Naming Convention of Photo Photo ID images will be saved with a file name of one the following card properties Naming Convention of Photo CARDNUMBER MEMNUM_SSN SSN LASTS MISC1 MISC2 MEMNUM LASTS IN LASTS IN4 LAST5 IN7 MEM LASTS FD CD rn cm NLASTS NLAS T5S5MEMNUMI N_LASTS55_MEMNU Oo m 10 These file names will be automatically masked indicated in the Additional Properties field by the prefix MASK Additional Properties Use as directed MASK CARDNUMBER Custom Background Check Allow Custom Backgrounds to enable the Personalize button while ordering cards This is intended for customer provided images Selecta gallery card X To set the location of the custom backgrounds click Browse and navigate to the folder in which the backgrounds will be saved Signature Check Format Uses a
35. the PIN is entered Address Security Contact and Account Information If not generated by a core or processor interface enter the member s information in the blank fields Job Information Select items from the following dropdown menus Job Information Print or Emboss Default Printer Printer B New Re Issue or Replacement Ready Manual or Paused Central Vault Vau It Print PIN and or Card Mailers Ready Prints immediately Manual Prints when card is inserted into machine Paused Prints when card status is changes to Ready in the queue Personalizing and Previewing Cards In the Image Selection box choose a galleried image from the dropdown menu To insert a logo or choose a member provided image click Personalize Click Browse and navigate to the folder containing the custom image a SO EON z A ILL L4 e Fane acm n m x select the image and click Open 25 To crop the image click and drag an area on the image on the left To insert a logo select a logo color and position from the dropdown menu Click Save when personalization is complete Click Back to preview the back of the card Click Order Card to send the card to the queue Search Portico Member Number 19299 Card Information Blank White Exp Date 02 17 01334265 Get P sib E us Mi PinPad Address Information 555 MOBY LANE FRISCO TX 750340000 Image Selection Select a gallery card X is a a AHIS 8800 018 EFE
36. tup Delay at O seconds aS IL se Select the printer type from the Printer Properties dropdown menu If your printer type is not listed select Other 9 Click Print Size Set the length and width to 6 then click OK Do not change the Card Size unless otherwise specified 10 Click Save Settings then exit 11 In the TRISM 4 Devices window click Add 12 If the printer will be accessed via network or wireless connection select Network Network Local Network Settings Options Name Secure Mode Data Encryption Key IP Address Port LEIDA Extended Errors Type Topper Auto Verify Read First Batch OK Cancel 13 13 Enter the printer s name IP address port and type photo printer embosser 14 If an embosser is being used select the desired options from the Options menu oecure Mode enter embosser s data encryption key to encrypt information sent to embosser Extended Errors View a detailed log of any embosser errors Topper Check if a foil topping will be imprinted on card numbers and names Auto Verify After a card is printed it will be verified that is has printed correctly automatically This is recommended when printing large quantities of cards Head First If a printer encodes information on a card s magnetic stripe prior to embossing checking Read First enables the embosser to use that information to determine what is embossed on the card 15 When all required information has been added click OK
37. y February 24 2014 Aly Wednesday March 05 2014 El DSI CardServices Int TimeStamp Message Assembly Data 2 26 2014 10 33 04 AM Legacy logging method all check dat DSI Por Entered Process 2 25 2014 10 29 07 AM Legacy logging method all check dat OS Por 0 2 26 2014 10 29 07 AM Number of retumed cards 1 DSI Por 2 26 2014 10 29 07 AM Legacy logging method all check dat OSI Por lt hl version 1 0 7 gt lt 1FX gt lt EDSPASRs gt lt Status gt lt StatusCode gt 2 26 2014 10 28 54 AM Legacy logging method all check dat Bol version 1 0 encoding utf 16 gt lt IFX xmlnsxed http 2 26 2014 10 28 53 AM Legacy logging method all check dat DSI Por Entered Process 2 26 2014 10 28 53 AM Legacy logging method all check dat OS Por xml version 1 0 encoding utt 16 gt lt 1FX xmlns xsd http 2 26 2014 10 28 14 AM Number of retumed cards 8 DSI Por 2 26 2014 10 28 14 AM Legacy logging method all check dat DSI Por xml version 1 0 encoding utt 16 zIFX xmlns xsd http a 41022719 AM Lenare lannina rmethnd all heck dat nal Par z ml 0 amp nendina id dA FSI FE mine werd hin A 7 4 n p DSI Fortico Int 4 0 Date Time 2 26 2014 10 28 54 AM Priority 1 Severity 16 Machine Name JEFF2Z012TSTSRVR Aol version 1 0 encoding ut 16 7 gt zIFX xmlns xsd http www w3 org 2001 XML Schema xmlns xsi http www w3 org 2001 XMLSchemadnstance 3 lt SignonRg gt Client Dt 2
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