TRISM 4 User Manual 4.3.2006.086
Contents
1. Minutes before Red Icon Down on HealthBar Pin Pad Derivation Key Location 59 Pin Pad Session Expiration in days 1 Pin Pad Encryption Key Location Pin Pad Timeout getting Offset in sec 10 Update File Location Citric Per User Entire System PIK BEBASB44096346F2FDEESTEC 1489F4 E Allow Spoilable and Reprint E DO NOT Show Active Cards in Order Card OK Cancel Days until Password is Expired only applies to non Active Directory users user passwords will be valid for this number of days Users will be prompted to select a new password upon expiration Enable Pinpad Warning on Login display warning message that no PIN pad is plugged in to the computer upon TRISM login Minutes before Lockout after the specified number of minutes user must re enter login credentials to continue using TRISM Must be same user that is currently active otherwise TRISM must be restarted to login as a different user Pin Pad Derivation Key Location Numerical location of PIN Pad Derivation Key in HSM Manager Pin Pad Timeout getting Offset after PIN is entered if offset is not generated after the specified amount of seconds PIN pad will timeout Update File Location where TRISM update files are downloaded Citrix Per User select port if assigned per user Entire System select port if assigned for entire system PIK Thost PIK Allow Spoilable and Reprint when card status is changed to Ready in t2. Offset Generated Card Sent To Printer Offset Generated Offset Generated Card Sent To Printer Offset Generated Offset Generated Curl Card Ta Drmb r Select a field in the top row of dropdowns then select or manually enter search criteria in the dropdown below it Click Search to display results Same PINS Display a list of all cards created with the same card number and the same offset within a specified date range Different PINS Display a list of all cards created with different offsets within a specified date range Used to determine if there are multiple offsets linked to the same card number Background Display a list of all background images printed within a specified date range MTL LEE AU EU EU DemoTeller Systems Inc PAGE 18 Inventory Add card stock to vaults and devices Device Access Adding removing cards and changing ribbon foil Each time a printer or embosser is opened it must be accounted for in the Device Inventory Device Branch Central Branch Vault BS Vault Device XID 8300 Card Stock Blank White Reason Enter or Choose a Reason Description Enter or Choose a Descriptior E Topping Foil Destroyed Indent Foil Destroyed Current Quantity 0 Number of Cards 0 Add Remove Inventory Unlock Device F Lock Device Ls 1 The branch vault and device will default to whatever values were assigned to the branch Select other values if necessary I
3. or friends photographed with a famous person Depictions of illegal activities or otherwise inappropriate behavior Addresses phone numbers social security numbers or other personal identification numbers URL addresses Items that may be considered obscene offensive indecent provocative nude semi nude lewd or otherwise inappropriate images including profanity Political affiliations or other socially sensitive images Racially sensitive material Artwork which was created by a third party for which you have not obtained permission from the owner to use Cartoon or other characters for which express permissions have not been obtained This includes images that you have not created and or do not have permission to use Any other image which is deemed unacceptable and reflects negatively on the branding message of your financial institution PAGE 49 Permission Descriptions Security Edit Security Template Allows user to edit templates View All Branches Allows user to see records for all branches View all Branches Allows user to see the records for all branches View Regional Branches Allows user to see the records at a regional level Log into Thost Allows user to log into the Thost application Order Cards View Order Card Allows user to order cards View Actions Grant access to the Reguest menu Edit Permissions Allow user to change field permissions on the order card screen Repin a Card
4. 3 i Branches Template 4 Template 4 Template 5 Template 5 Databases E CardStock z Theme Queue Setup Print rights print a list of all user permissions associated with the selected template Add add new templates Edit enable or disable permissions of the selected template OEE CT DemoTeller Systems Inc PAGE 24 i a Template Name Reports 37 o ud Configure Edit Security Template Edit Security Permissions View all Branches View Regional Branches Log Into Thost Each 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 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 To add a card type click Add Enter the card s ISO or BIN number then select or manually enter the card type Click OK DEN Er CT DemoTeller Systems Inc PAGE 25 General Settings The following menus are displayed by selecting a card type and clicking Edit BINS cannot be added to branches until their formats are completed Transaction Report E Print Report for Every Printer Queued Transaction Additional Transaction Report Directory Browse Print Report for Every Queued Transaction all tr
5. EN 18 Adding removing cards and changing ribbon foll rurrrrnrrrrnrrernnrernnnennr 18 VAULT INVENTOR Ya GN colin 19 SA o PP 19 N NSTEMNO CAV OS AA AED ti 20 CONFIGURE 22 21 SPEL 21 Add Users without Active Directory ocooocccccnoconoconoconnoconecanonanonnonos 22 Edit Users without Active Directory occoocccconiconnoconoconoconnonononanononoss 23 Delete Users without Active Directory oocoooccccnnoconoconiconnocononanononoss 23 Mn RI A HAR TEN ANFON 23 FORMATS ve 24 ETAU 2 PST 1 o janet o Y WT GER NN 25 Encode SOMA Str GA OU RO OR CC OE 25 ESN 26 VE 27 BO SC IAS ND NE 28 CAO NED 29 tarer 29 DEVICES ae 30 Adang a Printer TED SJ 31 ANETT NNN 33 PRAN ne 34 POG Vaults 10 a es TG oac MEN 34 Add Devices to Branch ununnnnnnnnnnnnnnnnnnnnnannennnrnrnrnernennnnunnrnernenennnnnnnenee 36 Add PC s Users Ranges to a BranChH occooccocncccnoconoconconccanocanononononennnnanos 36 Ada BINS 093 BANG 37 INTERFACES FE _v 3 DMO E SUO ct AD END EU WG EN FU AF NN EW eet 37 Menace BIN SENGS se 38 e 38 ANS A ga A ees 38 Moving an MSR to another computer ccccsccccseeccseeccsesecsesesausesansesaeses 39 DATABASE Sut a barca oia 39 CARD STOCK INVENTO E 39 OF 9 EG trienio ee ee ee ee 39 GAO Stock WEN oY E HR 40 Card Stock to V
6. EU DemoTeller Systems Inc Non Financial PAGE 17 Display TRISM activity per PC Operator User ID TRISM ID Event Result IP Address Branch or Computer Name Thursday User ID PC Opera Llnavailable Llnavailable Unavailable Unavailable Unavailable Unavailable Unavailable Unavailable Unavailable Unavailable Unavailable Unavailable Unavailable Unavailable Us Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan Ryan ee March 05 2015 lr Time 1 1 1900 9 39 48 AM 1 1 1900 9 39 48 AM 111900 9 39 49 AM 1 1 1900 9 57 43 AM 1 1 7900 10 07 01 AM 111900 10 14 06 AM 1 1 7900 10 14 06 AM 111900 10 09 36 AM 111900 10 09 36 AM 111900 10 09 36 AM 111900 9 48 20 AM 111900 9 48 20 AM 1 1 1900 10 10 00 AM 111900 10 11 05 AM 111900 10 14 06 AM 111900 10 16 01 AM 111900 10 16 37 AM 111900 10 16 37 AM 1 1 7900 10 16 37 AM 111900 10 23 31 AM 111900 10 23 31 AM 111900 10 23 31 AM 111900 12 15 04 PM 111900 12 15 04 PM 171 1600 17 16 16 DAN Tr Thursday May 28 2015 Aly Offset Generated Offset Generated Card Sent To Printer Card Sent To Printer Card Sent To Printer Offset Generated Card Sent To Printer Offset Generated Offset Generated Card Sent To Printer Offset Generated Offset Generated Card Sent To Printer Card Sent To Printer Offset Generated Card Sent To Printer Offset Generated
7. Enable Auto Card Number Generation ISO 431588 Increment By Beginning Card Number o 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 Re Pin Select A Pin Beginning Card Number first card number used Current Card Number last card number printed Current Card Number Increment By determines what increment card numbers increase by Allow Name Change allows modification to an existing customer s name Emboss Settings Enter the size of the indentation applied to text on the card Check Use Masking to hide certain lines of text from displaying on the Order Card window when cards are being created AUU UU MU A AU EU EU DemoTeller Systems Inc PAGE 27 Disable Truncation Rules customer names will not be shortened automatically Topping check if topping foil is used on embossed card text Mailers Indents and Embossing Line 1 Line 2 Line2 05 DATE XV Lined 035 NAME Line 5 Left Margin 040 E E Disable Truncation Rules Topping Print Card Mailer Use Masking Masking HHHH HHHH HHHH HHHH Locked E E E E From left to center of first character Enable Indent Printing Indent Printing Indent Print Mask Font Type 1000000000000 000 Type 4 MC 1234 5678 9012 3456 CV2 Indent from left of card Height of Indent Printing 12 12 Tem
8. T4 toolbar y ATO UU MU AU AU EU EU DemoTeller Systems Inc
9. 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 Removed to Device s Quantity of cards added to devices in Device Access Returned from Device s Quantity of cards removed from devices via Device Access and returned to vault Current Vault Inventory Quantity of cards in vault Total Cards in 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 ES Inventory Removed Manually Added Used Inventory Cards Destroyed O eco Cards Returned to Inventory Other Cards Removed from Ending Device Inventory 47 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 MTL LEE AU EU EU DemoTeller Systems Inc PA
10. following guidelines when setting up card formats Card size Bleed Clearance Visa Specifications Visa brand mark Distance from right of brand mark to right edge of card Distance from bottom of brand mark to bottom edge of card MasterCard Specifications MasterCard brand mark Distance from right of brand mark to right edge of card Distance from bottom of brand mark to bottom edge of card Custom Images Image file type Aspect ratio Minimum resolution gt Y MIE DemoTeller Systems Inc 3 3 8 x 2 1 8 1 8 optimal 3 32 minimum Text logos at least 3 32 from edge of card brand marks magnetic stripe EMV chip or signature panel 9 75mm x 20 5mm 2mm 2mm 11 3 x 19 25mm 2mm 3mm Jpeg omp 3 2 1015 x 640 PAGE 48 Custom Image Guidelines Your financial institution reserves the right to determine in its sole discretion whether a submitted image will be accepted or rejected All images submitted must have the consent of the owner including those images downloaded from the internet Any images that contain the below items will not be accepted ATO UU MU AU AU EU EU DemoTeller Systems Inc Company names logos slogans third party brands trademarks copyrighted items or any image which may be protected by trademark or copyright Professional athletes politicians celebrities public figures excluding permission based photos of you your family members
11. i Templates z Formats Gutils Setting Interface Settings aoe Payments To Purchases Third Party Payment Transfers From Transfers To Withdrawals 3 ELELEE MSR Magnetic stripe readers MSRs if used must be licensed and linked to PIN pads MSR License Allowed Add MSR License MSR License Used License MSR PinPad Serial Number IP Address MSR Used 817284E760331 Yes No Yes 192 168 1 38 No Delete PinPad TestiFind MSR Adding MSRs Follow the instructions for adding a license in Help gt License 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 OEE CT DemoTeller Systems Inc PAGE 39 Moving an MSR to another computer Select the MSR to remove and click Release MSR When the MSR is plugged in to the new computer click Test Find MSR Databases Change compact and backup options for SQL databases Auto Compact Auto Transter r Enable Time 12 00 Enable Time Backup Options r Auto DB backup Time 12 00 E On Boot Up E On Shut Down Card Stock Inventory Card Stock ID To add different card stocks to the inventory menus enter the new card stock s ID may be alphanumeric and description in the provided fields Check EMV if the card has a chip then click Add Card Stock ID Card Stock Description EMV 123 Blank White 2 Card Stock ID Card Stock Description 456 B
12. s Users Ranges list PU s Llaers Ranges Descrinti LEA DESKTOP RYAN DESKTOP JANET DESKTOP TRISM4 TEST1 ERIC LAPTOP EMV 1 TECH16 LlZZI DESKTOP 4 mm enon 2 Select the method and enter the PC Name IP Address Range or User Name then click OK f MTL LEE AU EU EU DemoTeller Systems Inc PAGE 37 Add BINs to a Branch Prior to adding BINs to a branch they must be set up in Formats The following procedure is only used if different branches use different BINs If all branches use the same BINs do not add BINs to any branches When the BlNs list below is blank the branch will automatically display all BINs when ordering a card 1 Click Add under the BINS list BINS 2 Selecta BIN and click OK 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 BRANCHID Active Directory CREDITUNIONID Branches LOGGINGMAX E Interfaces LOGGINGMIN Interface Settings i Interface Bin Settings Stock Name StockQualifier Blank white 654321 MI DemoTeller Systems Inc PAGE 38 Interface BIN Settings Interface BIN settings determine what actions may be performed by each BIN Interface BIN settings and values will be determined by each individual interface and generally not edited by financial institution personnel General Interface
13. GE 13 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 Right click a card in the End of Day report to display the following menu Spoil This Card Spoil Other Select Spoil This Card to display the following window a frmSpoilCard ID Card Number 1234562156 Queue ID 67 Description Reason Operator access Operator Return to Inventory Fane Sm M Card Successful 7 8 2013 8 4 J Card Destroyed Date 7 3 2013 8 4 OK Cancel Time and Date Added L Enter a description of the spoiled card and the reason for spoilage Select from the following options Return to Inventory the card was ejected clean unencoded and can be used again Will add 1 back into Vault Inventory Card Successful the card did print or a card was accidentally printed Subtracts 1 from Vault Inventory Card Destroyed the card was damaged during printing or was destroyed after Subtracts 1 from Vault Inventory Click OK when finished Spoil Other If inventory needs adjusting without the need to spoil a printed card this can be achieved through selecting Spoil Other Right click anywhere in the field where printed cards will appear and select Spoil Other The same process as a regular spoil applies e Toaddacard back to the V
14. TRISM IV User Manual FF ELL LL ff DemoTeller Systems Inc Version 4 3 2006 086 1212 Royal Parkway Euless TX 76040 817 494 9300 www demoteller com Ola Table of Contents WHAT IS TRISM IV enavavannnnnvavnvnvannnunnnvannnannnnnnnvavnnnnnnnnnnnnvsvsvsnnnnnunvavavsvnnnnnnnnn 1 TRISM IV DESKTOP ICONS uarannnnnunnnnnnnnnnnnnnnnnnnnnsvnnnnnnnnvsvavsnnnnnnnvnvavsvnnnnnnnnn 2 TRISM IV USER INTERFAGE nennnnennonnnennnnanonsnnnsnnnnanenesessnnnnnnanenensnnnnnnannnnsene 2 REQUEST e _ e HR en 3 MER 3 EDIT IF ERMISSIONS sene eee 6 REFIN 4 7 READA CAR DEE ERR EE HN HR HF HR RP 8 PIN MAKER andelene 9 ENN 9 QUEEN 10 REPORTS ses 11 END OF DAY a E a as o Ga ed GYR nA NG nau GON 11 Tips for Balancing End of Day R Dorts 1ccccseccnseeecseeenseeensesenaesenanses 11 POV ICC ODL OT tse Ge E GA 11 NNN A AER E ENW Y FY FWY FN HT TN FFA 12 10 MO 0 reek eae HN NN CYF HNN FFAN ee eee TD 13 MANAGEMENT sun smie ER TE EN EE EE 14 HISTORICAL CARD BALANCING ccccececcccececcccacececccceccacaceceacaceneaesceneacsneneasens 16 IDEVICE ACCESO sundene 16 SPOLED GARD am DN yR Ga ON Uu avs uu DAU RNA YG DUO GN GUY 16 BRANCH ACTIVI Vir MC Gu Na Ad NN cid da id 16 DEVICE ACCESS CARDSTOCK ccccecececececececececucucucucucucucucucucatecucetecscacenecanenes 16 NOEN 17 SERINE 17 DIFERENT AIN carnssa riada lactato decena 17 BACK ROUND EEE HC YR CC RC Y RP ten 17 INVENTORY O AeAe GN WI ia 18 DAGEN
15. Template 3 z Name John Doe Locked Out asanane Change Password Reset Password Save Cancel New User Password Selection 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 amp ad Password Expiration New Password Confirm New Password Enter the new password in the provided fields and click OK The user must then enter their new password in the login screen MTL LEE AU EU EU DemoTeller Systems Inc PAGE 23 Alternatively users may be entered using the Active Directory function Edit Users without Active Directory Select a user and click Edit Make the desired changes and click Save Delete Users without Active Directory Select a user and click Delete Templates A template may be used to automatically assign a user a specific set of permissions See the Appendix for permission descriptions The administrator template cannot be edited or deleted ag TRISM 4 3 Branch Name Central Branch Branch Central User access _ ll AAA File Request Queue Reports Inventory Configure Help Tad Pm Administrator i Formats Template 1 Template 1 z Devices Template 2 Template 2 Active Directory Template 3 Template
16. The Edit Permissions window allows a user to make certain fields in the Order Card window editable or required Select a card type to edit its permissions The field highlighted in yellow in the screenshot below have editable permissions Search Image Selection Job Information Se Pi mn gre Seed bere Search Criteria Select Card Status Select Job State Card Information Select Product M Ca rd Number Select Vault Select Card Stock Cardholder Name Business Name Exp Date AE ei onset PIN Method Security Information Contact Information Account Information Mather s Maiden Name Phone Number 1 Date of Birth Phone Number 2 Misc Data 1 Member Number Misc Data 2 v IsEditable v Required Re EsingleRequired Offset sere PIN Method ME Business Namel Is Editable enables input of text MIE DemoTeller Systems Inc PAGE 7 Is Required field must be filled to complete request Is Single Required one out of all Single Required fields per panel must be filled in secunty Information Y amp Editable IsRequired Y isSingleReguired Example In the Security Information panel Mother s Maiden Name SS Tax ID and Driver s License are single required so one of these three fields must be completed to process the request Re PIN A dialogue box will prompt you to swipe the card to re PIN If card readers are not used or the card is not available close the Swipe Card message and
17. View TRISM support documents such as the user manual and daily procedures f MTL LEE AU EU EU DemoTeller Systems Inc PAGE 43 Data Log View the log of all actions performed by third party services Start Date End Date Monday February 09 2015 E Thursday May 28 2015 E 500 5 Rows TimeStamp Message Assembly Data 4 1 2015 8 43 05 AM Legacy logging method all check dat DSI BP 4 1 2015 8 43 02 AM Starting Service Version 4 1 0 3009 DSI BP 4 1 2015 8 29 15 AM Legacy logging method all check dat DSI BP Encountered exception while calling tismwsservicehost Open Messz Encountered exception while calling tismwsservicehost Open Mess 4 1 2015 8 28 57 AM Starting Service Version 4 1 0 3009 DSI BP DateTime TimeStamp Priority PricrityLvl Seventy SeverityLvl Machine Name Machine Name 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 Purge delete the log Export export log to a notepad file OEE CT DemoTeller Systems Inc PAGE 44 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 Start Date End Date Saturday February 28 2015 Ale Thursday May 28 2015 aly DSITRISM Int4 300 1 Rows Time Stamp Message Sour
18. With PIN Verification Reguire the customer to enter in their old PIN before selecting a new PIN Override Allow user to override the PIN verification requirement Enforce Card Card must be swiped to re PIN Re PIN will not be possible if card is not present Order Card Express Order card screen opens automatically upon login PIN Mailer Only Allows user to order a PIN mailer without a card mailer Print Transactional Report A transactional report will print after each card is ordered Hide Customer Info on Transaction Report Masks customer information Read a Card Allows user to read the magnetic stripe using the PINpad CVV2 Calculator Allows user to use CVV2 calculator for key verification Queue View Queue Displays the Queue tab Edit Card Edit card records in queue Delete Cards Allows card deletion in the Queue Delete from any Branch Allows cards in queue to be deleted from any branch Purge Queue Requests Shows Purge Queue Requests button Reports View Reports Displays the Report tab View Local Reports Allows user to see the predefined reports as well as custom reports that have been saved Run End of Day Reports This allows you to see the option in the dropdown and the button Run End of Day Reports User Allows user to view and print EOD reports y MIE DemoTeller Systems Inc PAGE 50 Run End of Day Reports Admin Allows user to process EOD reports Show M
19. al vault Central User Grant user permission to the central vault Branch View Allows user to view branch vault Branch Admin Grant admin permission to the branch vault Branch User Grant user permission to the branch vault Configure View Settings Displays the Configure tab User Editing Allows user to edit other users if Active Directory is not used Add User Show Add User button Edit User Show Edit User button Delete User Show Delete User button MULL MU A AU AU EU DemoTeller Systems Inc PAGE 51 Card Stock Allows manipulation of card stock Add Add card stock Delete Delete card stock Edit Edit card stock Rename Rename card stock General Edit Shows General tab User Editing Shows Users tab Template Editing Shows Templates tab Format Editing Shows Formats tab Device Editing Shows Devices tab Active Directory Edit Shows Active Directory tab Interface editing Shows Interface tab MSR editing Shows MSR tab CardStock Editing Shows Card Stock tab Branch Editing Shows Branches tab Add Add branches Edit Edit branches Delete Delete branches Printers Add Add devices Edit Edit devices Remove Delete devices Database Configuration Set Backup Options Set database backup options Set Compact Options Set database compact options Set Transfer Options Set database transfer options Show Healthbar Display red and green service status icons in
20. ansactions sent to the queue will print a hard copy report to the printer selected in the dropdown Additional Transaction Report Directory all items in the selected folder will be printed in addition to transaction reports Encode Settings The Encode Settings determine the information and placement of information written to the cards magnetic Stripe Track 1 Track 2 Layout Name Index From Format Code 55 Card Number 55 Name 1st FS Expiration nd FS Service Code 2nd FS Member Nu nd FS Offset 2nd FS A 3 Track Length 55 Max 79 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 v 0 1 Data B OK Cancel MTL LEE AU EU EU DemoTeller Systems Inc Click OK when editing is completed Track 1 Track2 Parameters ISO Number 431588 16 Account Length 18 Name Index Offset Written Mag Stripe Low Coercivity High Low Coercivity High Coercivity Auto Card Number No Mod10 Calc Mod10 Verify Mod10 Use DES PAN Index PAN Length Pad Value PAGE 26 Date Index Date to Add E Month O Year Algorithm DES r GPIN Index Offset Index Des Key 0123456759012345 Decimalization Table 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 r
21. ask Card Number Masks the card number View Non Financial Reports Allows user to view the non financial report View Individual Reports Allows user to view individual pre made reports View Existing Reports Allows user to view existing reports Print Reports Allows user to print reports View Data Log Allows user to view the interface data log View Error Log Allows user to view the interface error log View Client Information Allows user to view client information in reports Device Access Allows user to view and create Device Access reports Vault Supply Allows user to view and create Vault Supply reports Device Error Allows user to view and create Device Error reports Spoiled Card Allows user to view and create Spoiled Card reports Branch Activity Allows user to view and create Branch Activity reports Device Access Report CardStock Allows user to view and create Device Access CardStock reports Background Allows user to view and create Background reports Same PINS Allows user to view and create Same PINS reports Different PINS Allows user to view and create Different PINS reports Inventory View Inventory Displays the Inventory tab Device Unlock Displays Device Access in the Inventory menu View Card Stock Allows user to view card stock View Vault Inventory Allows user to view vault inventory Central View Allows user to view central vault Central Admin Grant admin permission to the centr
22. ated in the information fields If searching by member number select the corresponding account in the bottom menu then the accounts information will populate in the information fields If a core processor interface is not used fill in the address information security information and contact information fields After step 3a click on the Accounts button in the Account Information menu then enter the customer s account number and ChkSavDesignator One account must have the Primary box checked ChkSavDesignator Values D checking S savings Mr Cr DemoTeller Systems Inc PAGE 4 3 Card Information a 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 b Select the card stock from the drop down menu c Enter the customer s name business name if desired and the card s expiration date if not automatically generated d Select the PIN method e Click Get PIN The PIN will be generated if specified otherwise 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 f _ The card s offset will be displayed after the PIN is entered Search Image Selection Job Information Search Provider v English Bulldog Pups wv Personalize A Card Information i A Default Vault gt AE Saa
23. ault Device iii FU EFA GAEAU deal Do 40 How to add a new BIN or cardstock eee iu LLY Y LLY Y LL LLY Y iL dunuud 41 THEME SS A A A PRYF FEW 41 So ee Ett Tete Se Pt ee HR ee HR Fo 41 HELP a a Na a Cd nf nd 42 AA YR Y RR Y Y HY RH NY YN RC FR Y WW EE SE A2 SUPPORT DOCUMENTS au GR dd NL MO La YU A2 DATALOG tidad 43 ERR 44 CENT INEORMATION ae a a e 44 BIG ENE yA FFF RY RT FFR FF RF FT RF RW FF RF FT TF HRN FFF TT AFF IN 44 STEIN 45 APPENDIX cain an cd O ennu a das 46 SYSTEM REQUIREMENT Sess ee O dg O i y dud Od O O Dyd O O dey 46 CARDIEAYQUTS a rc 47 CUSTOM IMAGE GUIDELINES ccceceecececeececeecececeeaececueeecuceeaeceseeaecueaeaecetaeaes 48 PERMISSION DESCRIPTIONS ececececececececececececececucucucucucecucueecusueesteeeeseseeeees 49 What is TRISM IV TRISM IV is the latest card issuance suite developed by Demo Teller Systems Inc This unigue 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 amp and Mastercard6 credit and debit cards to financial institutions worldwide TRISM works seamlessly with the PCl certified and listed Hardware Security Module HSM to ensure complete privacy of cardholders information From centrally issued pre printed cards to customer created cards available for mmediate use TRISM IV boasts th
24. ault Inventory select Return to Inventory or Card Successful e To subtract a card from the Vault Inventory select Card Destroyed MTL LEE AU EU EU Demoleller Systems Inc PAGE 14 Management Reports with user specified information may be created in the Management tab Start Date End Date 5 3 2015 H 5 21 2015 E Filter Filter Filter Filter bmp IEA Central r Tran Type Work Station Operate CardFormat LL Workst DevicelD ProductlID PVKI Custom Cards PRINT ACARD RFyan Deskton2 Ryan Name and Nu 5 5 20 o 192 768 1270 0 NULL 500378 New E PRINT ACARD Lizzi Desktop Lizzi Visa Debit o 192 168 12700 NULL 900399 New PRINT ACARD Ryan Desktop2 Ryan Visa Debit 192 168 1270 0 NULL 500502 New PRINT ACARD Ryan Deskton2 Ryan Visa Debit J haa 192 168 12700 NULL 500534 New PRINTACARD Fvan Deskton2 Fy peers EE 12700 TE PRINT ACARD Ryan Desktop2 Ry i KAT 192168 127 000 NULL New PRINT ACARD Lizzi Desktop i Details 192 168 12700 NULL 900413 New PRINT ACARD Lizzi Desktop j Re Print Transaction Reports 192 168 1270 0 NULL 900590 New PRINT A CARD Ryan Desktop2 Rya VIES LED ymyr ter 192 168 1270 0 NULL 900541 New PRINT ACARD Ryan Desktop2 Ryan Visa Debit 5 14 2 Default 192 168 1270 NULL 900536 New PRINT ACARD Ryan Desktop2 Ryan Name and Nu 5 7 20 Default 192 168 1270 0 NULL 900473 New PRINT ACARD Rya
25. ce Target 5 26 2015 8 22 37 AM Invalid li DSI Inte Demotel 5 26 2015 8 22 37 AM Invalid li DSI Inte Demotel 5 21 2015 5 54 59 AM Invalid li DSI Inte Demotel 5 21 2015 5 54 59 AM Invalid li DSI Inte Demotel 5 20 2015 1 48 29 PM Invalid li DSI Inte Demotel 5 20 2015 1 48 29 PM Invalid li DSI Inte Demotel Target Target Machine Name Machine Name Click Purge to delete the log Client Information Client Information displays a list of each TRISM workstation and the following information with which it is associated User ID TRISM Version Last Login Last Logout PIN Pad Serial Number License All licenses e g device PIN pad MSR workstation etc are loaded into TRISM in this window Click Browse to navigate to the license file MTL LEE AU EU EU DemoTeller Systems Inc PAGE 45 C Users ea Desktop 00817284 1111111111 201505260158 lic Browse After it is selected click OK C Users lea Desktop 00817284_1111111111_ 201505260158 lic lt All version 1 0 encoding utf 16 7 gt License xmins xsi http www 3 org 2001 XMLSchemainstance xmlnsxsed gt http www w3 org A001 XMLSchema gt lt BranchLicense gt 4E38A9AA11ABB31D30EDCA7CC0B2E0SE lt Branchlicense gt ClientsLicense gt 0415072D4258666A lt ClentsLicense gt lt cDevic
26. consists of a server or virtual machine Host and one or more workstations A dedicated server or VM is strongly recommended to prevent network downtime as aspects of installation setup configuration and updates may require system reboots The server must be provided by the financial institution The hardware and software requirements for TRISM installation are listed in the following table Minimum Processor Speed Available RAM Available hard disk space Minimum video resolution Operating System Database software Webcam OPTIONAL Minimum Server Host 2 GHz 3 GHz or faster 2 GB x 5 GB or more lt gt SVGA 1024x768 or higher resolution video adapter and monitor Microsoft Windows 20086 2008 R26 20126 2012 R26 Windows 7 Pro Windows 8 Pro SQL Server 2008 R26 201208 20140 Standard Express or Enterprise Recommended Workstation 1 0 GHz 2 0 GHz or faster 2 GB 5 GB or more lt gt SVGA 1024x768 or higher resolution video adapter and monitor Windows 7 Pro Windows 8 Pro Logitech C920 C615 C525 Pro 9000 C920 C615 have tripod mounts Tripods are available upon request Note Your operating system may have higher requirements for some components such as processor speed and RAM Refer to your operating system documentation for OS specific reguirements y MTL LEE AU EU EU DemoTeller Systems Inc Card Layouts PAGE 47 Refer to the
27. d Search Path folder in which custom backgrounds will be saved Enable Photo ID show Take Photo button in the Order Card screen Enable Signature Capture show Signature button in the Order Card screen Card Status The card status for each format will be chosen in the Order Card Job Information panel e Use Default Selection Use default statuses New Re Issue and Replacement Sample card statuses e Instant activates card and updates offset exp date e Mail adds skeletal card record and updates offset exp date e New adds skeletal record activates card and updates offset exp date e Re Issue updates offset exp date e Replacement makes no changes and doesn t communicate any new data i e just prints a card Card Class When there is more than one card class assigned to a BIN the card class for each format will be chosen in the Order Card Job Information panel AUU UU MU A AU EU EU Demoleller Systems Inc PAGE 30 HOW TO ADD A CARD CLASS TO A BIN 1 Click Add and enter the card class name Click OK CardClass 2 Navigate to the BIN s template directory in Windows Explorer and create a folder with a name exactly matching the card class name ee E gt Computer sys svr dsi E Images Blank White 12345 JE Pe B A 4 Organize v Burn New folder f 2 cic En Name Date modified Type WE Desktop BSN 6 15 2015 9 07 AM File folder de Downloads 3 Add t
28. e Zip OK Cancel Print Inven Enter the reguired name and address fields optional Click OK AUU UU MU A AU EU EU DemoTeller Systems Inc PAGE 20 Transferring cards Central Vault In Transit Carrier Vault Name Location Central Vault of Cards Description Add Central Send Cards Receive Cards Add Location Send Cards to a Branch Carrier Name Blank White 489 Number of Cards Comments Sent Cards Select a central vault Click Send Cards Select the recipient branch s vault from the Send To dropdown menu Enter the Carrier Name number of cards to send and any additional comments Select the type of cards stock to send Click Send The shipment order will display under the In Transit Carrier menu a ad Received Cards Select the received order under the In Transit Carrier menu and click Receive Cards then Process The order will be removed from the In Transit Carrier menu and the cards will be added to the vault inventory Recieve Cards Branch Name Default Vault Name 1 access Carrier Name FedEx Name 2 installeri Product ID Blank White Sent 6 5 2015 8 58 49 AM Number of Cards 200 Received 06 05 2015 8 59 AM Comments Process Cancel MTL LEE AU EU EU DemoTeller Systems Inc PAGE 21 Configure General 90 Days until Password is Expired I Enable Pinpad Warning on Login 7 Enable Weak PINS Minutes before Lockout 15 Dis Off ah el e cr
29. e versatility to meet any institution s most specific demands MIN ee DemoTeller Systems Inc PAGE 2 TRISM IV Desktop Icons Po TRISM Manager HSM Manager Pick Ur Kard Server Print Controller TRISM IV User Interface Main toolbar clicking each item displays a dropdown menu Quick launch toolbar System status lights displays the status of services Mouse over each light to display the service it indicates Green status table in database is running Red status table has not been updated in the number of minutes specified in General Configure menu Dual Control Login some TRISM features require dual control login user with the appropriate permissions other than the one currently logged in must enter their login credentials to access these features Mr Cr DemoTeller Systems Inc PAGE 3 Request Order Card 1 Select the appropriate BIN in the Select Product dropdown menu highlighted in green Select Card Status Select Job State Card Information Default Vault Card Number Select Card Stock v Cardholder Name Business Name Exp Date Ez Offset EN NE MM PinPad v ate of Birth SK Tax ID Drivers License Misc Data 1 Misc Data 2 2 If acore processor interface is used select the interface search by member or card number and enter the member or card number If searching by card number the cardholder s information will be popul
30. eLicense gt 31BD42797338D11FD4A315DE6DF1FF48 lt DeviceLicense gt lt FIID gt 00817284 lt FIID gt tems lt PIKITem gt lt Importltem gt lt lincensed gt E3 B I hand lt z s5earchable gt false lt IsS5earchable gt lt Repin gt false lt Repin gt lt CommonName gt lt FIKITem gt lt PIKITem gt lt Importltem gt lt Lincensed gt DOAEBB150552E2813DC805E059705913 lt Lincensed gt lt Name gt opt Networks Names Is Searchable false lt ls Searchable gt lt Repin gt false lt Repin gt lt CommonName gt lt FIKITem gt lt PIKITem gt lt mportltem gt lt Lincensed gt EE5071F amp 6E56A7BO0D lt Lincensed gt c lt Name gt optCM5 lt Name gt lt s5earchable gt false lt Is Searchable gt lt Repin gt false lt Repin gt lt CommonName gt lt PIKITem gt lt PIKITem gt lt Jmportltem gt Lincensed gt CE6DFB12996036C 7 lt Lincensed gt lt Name gt optGueue lt Name gt lt s5earchable gt false lt IsSearchable gt lt Repinfalse lt Repin gt m Click Save PIK System Status Display the version start time last update time and last status time of services Service Version Start Time Last Update Time Last Status Green status table in database is running Red status table has not been updated in the number of minutes specified in General Configure menu OEE CT DemoTeller Systems Inc PAGE 46 Appendix System Requirements A typical TRISM installation
31. ed for distribution to branches click Add Central To add a non central vault no inventory will be taken from a non central vault and sent to other branches click Add Location 5 Enter the vault s name and location then click OK 6 To add card stock to a vault select the vault and click Add Add Stock Select Card Stock au Comments Added 5 27 2015 by Nancyl 7 Select the card stock to add enter the quantity of cards and any comments as required by your financial institution Click Add Branch Name Euless Vault Address 1 423 Main St Address 2 City Euless slate TX Zip 55555 Update Information Print Inventory Edit Delete 8 The vault inventory will be updated Branch Name Euless Vault Number of Cards Address1 423 Main St 400 Address City Euless slate TX Zip 55555 Update Information Print Inventory Delete MILE I AU EU EU DemoTeller Systems Inc PAGE 36 Add Devices to a Branch 1 Click Add under the list of devices Device Description SALES Fargo SALES Evolis Zebra XP3 Matica 8300 XID G A 2 Select an existing device and click OK or Click Add New to set up a new device see Adding a printer or embosser Select a Device to Link Descrinti SALES Fargo SALES Evolis Zebra XP3 Matica 8300 XID G A Add PC s Users Ranges to a Branch The following procedure to add users is only used when Active Directory is enabled 1 Click Add under the PC
32. ed to Device s 0 Used Invento g Y la Returned From Device s 0 F Cards Destroyed g Current Vault Inventory 7352 0 Cards Returned to Inventory g 0 Other Cards Removed from 0 Total Cards in Device s 46 Ending Device Inventory 46 Total Branch Inventory 7398 Transaction Type PRINT ACARD PRINT A CARD PRINT ACARD PRINT A CARD e Dont wait until the end of the business day to spoil cards Spoil them as soon as they are incorrectly printed Otherwise it is easy to lose track of misprinted cards and will cause difficulty balancing the end of day report e Use the Device Access function to account for added or removed cards even if the device will be unlocked manually Not using Device Access is a guaranteed way to end the day with a negative device inventory e The queue should be empty at the end of day All cards in the queue should either be printed and verified or deleted Device Inventory Starting Inventory Ouantity 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 Inventory Removed Total guantity of cards removed from vault device AUU UU MU A AU EU EU DemoTeller Systems Inc PAGE 12 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
33. enter the customer s information Select the PIN method enter or generate the PIN and click Complete Mr AAA DemoTeller Systems Inc PAGE 8 Read a Card Swipe a card to display its track data card number format code expiration date etc Search IGS Selec Job Information Portico Loading a Select Job Type Member Number SALES Fargo Search Criteria Select Card Status Select Job State ud Card Information Select Vault I I HH Select Card Stock Business Name Exp Date Offset 8253 Get PIN PIN Method Address Information security Information Contact Information Account Information Mr AAA DemoTeller Systems Inc PAGE 9 PIN Mailer A PIN Mailer may be printed in this window if one is not printed at the time of card creation Job Information Sole _____ SALES Fargo Select Card Status Select Job State h Default Vault Card Information VED 222456 5555 Select Card Stock Business Name Exp Date MM Print Mailer ler Offset Get PIN PIN Method Close Address Information Security Information Contact Information Account Information Account 1 Enter the customer s member number in the Search Criteria and click Search Account 2 Select the desired card number to populate the customer information 3 Click Print Mailer CVV2 Calculator Verify the keys entered in HSM Manager are correct Exp Date CW2
34. er 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 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 75 5 16 Click Rebuild Devices after adding deleting or changing a device MTL LEE AU EU EU DemoTeller Systems Inc PAGE 33 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 Access1 Installer Installer2 Check the Enable Active Directory box TRISM IV will automatically search for and enter the domain name 4 Enable Active Directory Domain demoteler com Get Domain Groups Settings Template Template Group set Cler Co Cem Click Get Domain Groups to display all groups in the Users window Select a group in the Users window and choose a templa
35. f adding or removing cards select card stock If opening an embosser to change topping and or indent foil check the corresponding boxes 4 Select Add or Remove Selecting Remove will automatically generate a reason description and number of cards 5 Enter a reason for opening and a description of the actions performed or choose a reason and description from the dropdown menus Enter the quantity of cards to add or remove if any Select a time delay for unlocking the device Longer delays should be used if the device is not near the workstation MTL LEE AU EU EU DemoTeller Systems Inc PAGE 19 Click Process Successful Device has been updated Vault Inventory Vault Inventory shows the number of cards in each vault central or branch It also allows you to track shipments of cards between the central vault and a branch vault A central vault is not required but at least one branch vault is required That vault can be shared by multiple branches if necessary Central Issuance Adding vaults Click Add Central 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 4 mW p Add Central Send Cards Master View All Receive Cards Add Location Description Number of Cards Address 1 Address 2 City Stat
36. gallery is saved in a folder with a name matching the BIN within the specified card type folder For example Server Name lmages Card Type BIN 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 File Naming Convention CARDNUMBER Enable Background Selection Enable Custom Backgrounds Custom Background Search Path TRISM4 TEST2 images File Storage Path svr demotellerspublicsJeff BackGround Images Custom r Enable Photo ID Height 1 Width 1 Fixed File Storage Path Enable Signature Capture Pen Width File Storage Path MTL LEE AU EU EU DemoTeller Systems Inc PAGE 29 File Naming Convention select which cardholder information indicator will be used to name image files ARDNUMBER CARDNUMBER MEMNUM_ SSN SSN LASTS MISC1 MISC2 MEMNUM LASTS BIN LASTE BIN4_LAST5 BIN7 MEM_LAST5 BINLASTE BINLASTESSMEMNUMBER BIN LAST555 MEMNUMBER Enable Background Selection enable the gallery card selection dropdown menu in the Order Card screen Enable Custom Backgrounds show the Personalize button in the Order Card screen Custom Backgroun
37. he Queue a message box will ask if a card has already printed from the specified request If yes another transaction will be created that may be spoiled DO NOT Show Active Cards in Order Card If using an interface to find customer information only the customer s inactive or expired cards will populate in the search results AUU UU MU A AU EU EU Demoleller Systems Inc PAGE 22 Users The following user configuration is not used when Active Directory is enabled except for the administrative users access1 installer1 and installer2 Locked False ID Name Template ACCESS1 Admin Account 1 Administrator Access2 Admin Acct 2 Administrator Installer Installer Administrator Installer2 Installer Administrator Janet Janet test Template 2 Janettest Test 2 Template 1 Lea Lea Administrator Lizzi Lizzi Administrator Nick Nick Administrator Ryan Ryan Administrator Print Rights Add Edit Reset rn Passwords Print User Templates False False False False False False False False False mt CD fo G CD to fo Print Rights print a list of all the selected user s template permissions Print User Template print a list of all TRISM users and their corresponding templates Reset All Passwords all users must choose a new password upon login Add Users without Active Directory Click Add and enter the user ID Name and select a template Click Save ID 123456 Template
38. he desired images the card class folder and xml s if using different xml s for each image 4 If another BIN will use the same card class copy the card class folder and paste it inside of the other BIN folder It is important that each card class folder is updated when the contents of one are modified Devices The Devices tab displays a list of all printers and embossers configured with TRISM Device License Allowed 45 Device License Used 1 License Device Address Port Ping Test 192 168 7575 Rebuild Devices Each device must be licensed See Help gt License for instructions on adding a device license After the license is added click Rebuild Devices MTL LE I EU EU EU DemoTeller Systems Inc PAGE 31 Adding a printer or embosser Skip to step 10 if using an 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 i Enable Installed Printers Jeff HOP e Startup Delay 0 seconds 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 Startup Delay at O seconds o N 9 p gt 9 Select the printer type from the Printer Properties dropdown menu If your printer
39. hoto or card verified Delete a card in the queue by selecting it and pressing the Delete key on your keyboard If 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 OEE CT DemoTeller Systems Inc Reports End of Day PAGE 11 The End of Day report 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 Branch Vault Central Vault v Device Card Stock EncodedName DevicelD i SMITH HELGA 192 168 1 51 7575 00000000 192 168 1 51 7575 JEFF 192 168 1 51 7575 PRATTAJEFF 197 168 1 51 7575 UserlD access access access access Entered Date 147 2004 12 38 37 PM 2237 2014 1 50 23 PM 2227 2014 2 01 06 PM 3 5 2014 3 46 02 PM ProcessDate 37 2014 12 40 01 PM 372014 1 58 12 PM 3 7 2014 1 58 32 PM 3 11 2014 3 25 15 PM Mpa for Balancing End of Day Reports Balance the end of day report every day Never start the day with a device inventory greater or less than zero Workstation Lea Desktop Jeff Desktop Jeff Desktop Jeff PC Device Inventory Vault Inventory Starting Inventory 50 Starting Vault Inventory 7352 Inventory Added p Vault Inventory Received 0 2 Inventory Removed Vault Inventory Sent 0 Manually Added p Remov
40. lue pre printed F EMV Sle f MTL LEE AU EU EU DemoTeller Systems Inc Card Stock to BIN PAGE 40 To set the BIN number to be printed on each card stock type select the desired card stock in the drop down menu Select the BIN in the drop down menu then click Add Card Stock Description EMV card Green Pre Printed BIN ISO 222456 123456 Select CardStock Select BIN ISO Card Stock to Vault Device Default Vault Card Stock ID Card Stock Description Device 123 Blank White 123 Blank White 123 Blank White 123 Blank White Select Uard Stock SALES Fargo SALES Evolis Zebra ZXP3 Matica 8300 XID QA State Paused Ready Ready Ready a Select Device State Po Track the addition of certain card types to printers and embossers Select the vault that contains the card stock to be added then select the card stock from the drop down menu Select the printer or embosser in which card stock will be added Select the card stock s default state status Unless modified in Formats gt Cardstatus the default selections will be listed Ready card prints immediately upon completion Paused card does not print until state is changed to Ready or Manual in the Queue Manual card does not print until it is manually fed into printer not available with all printers Click Add then OK MTL LEE AU EU EU DemoTeller Systems Inc PAGE 41 How
41. match the intended field name exactly Only one filter field is enabled initially Following filters will be enabled once preceding filters are designated Click Search to apply the specified filters To view card information Right click a card and select Details OEE CT DemoTeller Systems Inc PAGE 16 Historical Card Balancing Reports summarizing cards printed per branch device card stock and or operator can be printed in the Historical Card Balancing menu Start Date End Date 5 21 2015 fy 5 21 2015 B7 Branch Name Vault Name Device Name Product Name vj x y y Search Date Ar Operator Device Product Vault Branch Starting Ending OK Cancel Select a date range branch vault device and or product in the dropdown menus to filter by and click Search to generate the historical report Reset Date Time change start and end dates to current date Device Access Display a list of all Device Access activity for a specified printer embosser within a specified date range Spoiled Card Create a report of all spoiled cards for a specified branch within a specified date range Branch Activity Create a report of all cards printed at the branch in which the workstation creating the report is located Device Access Cardstock Display a list of all Device Access activity for a specified printer embosser and card stock within a specified date range y ATO UU MU AU AU EU
42. n Desktop Ryan Visa Debit 5 19 2 Default 192 168 12700 NULL 500610 New 4 K 207 20202020 t 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 create a customized report Select which columns are printed by right clicking anywhere in the card information field and selecting Add Remove Columns Embosser Name WaultlD ID Work Station MailerlD Workstation P MSRVWritten E MSRWritten1 Offset E CardRead1 OperatorlD E Duplicate PhatolD Last4 Pin Mailer FrocessDate ProductlD PVKI QID SignaturelD Spoiled Tran Type Check the desired boxes to select or deselect the columns to be displayed To change the column order select a column name and click the up or down arrows Click Save to apply your changes then click Search to apply them OEE CT DemoTeller Systems Inc PAGE 15 Start Date End Date 4 78 2015 y 5 28 2015 lr Filter Filter Filter Filter Process Card Nu Offset ExpDate Encode Tranlype WorkSt Operato CardFor Entered VauilD Workst 4 90 20 227456 5555 9992 EVOLIS PRINT Lea De lea Visa Debt 4 30 27 Default 192 168 To filter columns Select a column field from the first Filter droodown menu Enter the filter criterion in the field below only one criterion per filter Filters must
43. plate File MSWord Mail Merge Print Pin Mailer Template File Use MSWord Mail Merge Cale 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 mailer templates from Microsoft Word documents 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 MTL LEE AU EU EU DemoTeller Systems Inc PAGE 28 Photo Settings Configure xml files card number layout photo ID s custom backgrounds and signature fields General Format Creates a printed Card Use Single Template Template Directory Backgrounds File Name Template Parameters Card Number Printing 7 Track 1 Data Track 2 Data 2 No Spaces Print Bin l Masked Card Number Print Exp Date i Use Alt Mask HHHH HHHH HHHH HHHH Print Full Name F Print Misc Template Options Use Names from the Options lisc F Photo Background F MiddleName Print CVW2 A Signature FirstName 7 LastName Print Last 4 iic Cadwai Dui Embosser r Print Business E Setting Image Gallery Location By the Template Directory Field click Browse The file location should be accessible to every user It is recommended the image
44. s Business Name Bea Peer Syriens AM Exp Date Offset EX PIN Method Print ka New v Address Information Security Information Contact Information Account Information Mie Da ene Number Misc Data 2 4 Personalizing and Previewing Cards See the Appendix for image guidelines a Select a gallery image from the dropdown menu or click Personalize If only one image is in the gallery destination folder that image will display automatically b Click Browse and navigate to the folder containing the custom image c Select the image and click Open d To crop the image click and drag an area on the image on the left OL EL Cr DemoTeller Systems Inc PAGE 5 2224 1234 EXAMPLE Business Name mn e If applicable select the desired template from the drop down menu in the bottom left of the screen f Click Save when personalization is complete Click Back to preview the back of the card 5 Job Information Select the following information from the dropdown menus a Device Card Printer b Card Status c Job Status Ready card prints immediately upon completion Paused card does not print until state is changed to Ready in the Queue Manual card does not print until it is manually fed into printer not available with all printers 6 Click Complete when all required fields are entered and personalization is complete OEE CT DemoTeller Systems Inc PAGE 6 Edit Permissions
45. te from the droodown menu Click Set to save the template to the selected domain group The domain group selected will appear in the Template Group field MTL LEE AU EU EU DemoTeller Systems Inc PAGE 34 Branches Each branch must be licensed See Help gt License for instructions on adding a branch license Branch License Allowed 16 Add Branch License Branch License Used License Branch Branch Name Central Branch Select an unlicensed branch highlighted in red and click License Branch A licensed branch will be highlighted in blue Add Vaults to a Branch 1 Select a branch and click Edit Branch ID Address 1 City central Branch Name Address 2 State Zip Central Branch Vaults Devices PC s Llsers Ranges BINS Description SALES Fargo SALES Evolis Zebra ZXP3 Description Description LEA DESKTOP 1 ATM RYAN DESKTOP2 2 Visa Debit JANET DESKTOP 3 MasterCard Debit TRISM4 TEST1 4 Name and Number Debit Matica 8300 XID QA ERIC LAPTOP2 5 Visa Debit Il EMV 1 6 Visa Debit TECH16 7 Portico Test Cards LIZZI DESKTOP 8 Portico test 2 is 4 m dl 2 Click Add under the list of vaults Er CT DemoTeller Systems Inc PAGE 35 3 Click Add New Dual control is enforced for accessing vaults so a second user must enter their login credentials Select a Vault to Link Description Default Vault Test 4 To add a central vault vault in which inventory is usually stor
46. to add a new BIN or cardstock 1 If adding a new BIN add a new format 2 Adda new card stock ID 3 Restart the TRISM client 4 Link the new card stock ID to the appropriate BIN 5 If using different BINs for different branches Add the BIN to the branch If using same BINs for all branches proceed to next step 6 Restart the TRISM client 7 Add card stock to the branch vault 8 Link the new card stock to the vault and device 9 Card stock can now be added to devices in Device Access Theme Customize the text box color of the Edit Permissions Order Card and Re PIN menus Click Select to choose a color then click OK to apply your changes Order Card Repin one R esa T Single Required P Queue Setup Change the order in which columns are displayed in the Queue Card Status Encode Name Name Device State Format Number Request Name Process State Originating IF Index Card Mailer Printed StockID Product ID ID is Required as First Column Select a field and click the arrows to change its order The ID field must be first and must be checked f MTL LEE AU EU EU DemoTeller Systems Inc PAGE 42 Uncheck a field to hide it in the Queue Click Save when finished Help About View the version of TRISM IV currently installed Click Log Directory to view TRISM data and error logs Trism IV Version 4 3 7002 0086 DemoTeller Systems Inc Loa Directory Support Documents
47. 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 Inthe TRISM 4 Devices window click Add AUU UU MU A AU EU EU DemoTeller Systems Inc PAGE 32 12 If the printer will be accessed via network or wireless connection select Network a Network Local Network Settings Options EE O A Secure Mode SALES Fargo Data Encryption Key IP Address Port LETE 127 0 0 1 3001 Type Extended Errors Photo Printer M Topper EMV Name r Auto Verify Read First Card Mailer Lu Photo Settings Horizontal Alignment 0 Page Height Vertical Alignment I E Page Width 213 ok Cancel 13 Enter the printer s name IP address port and type photo printer embosser name of EMV encoder if EMV chip cards are being printed and UNC path of the card mailer printer if applicable 14 Ifan embosser is being used select the desired options from the Options menu Secure 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 Read First If a print
48. wn et Enter the BIN card number and expiration date of an existing card and click Calculate If the CVV2 on the card and the CVV2 generated match the keys are correct MT OU UI EU EU DemoTeller Systems Inc PAGE 10 Queue The queue displays all cards that have been ordered and have not yet printed Auto Refresh 20 27 All Cards In Queue 15 Purge Requests ID CIN Cardnumber Card Type F Process State Originating IP Originating Us Device IP Lo A Mb 1 3900609 222456 7777 2 Visa Debit 2 Verity 192 166 1226 Default Vault Ryan 127 0 0 1 3001 0 Ryan 1 2 500610 222456 777 2 Visa Debit 2 Verify 192 168 1226 Default Vault Ryan 127 0 0 1 3001 Ryan 1 3 900611 22456777 2 Visa Debit 2 Verity 192 168 1226 Default Vaut Ryan 127 0 0 1 3001 0 Ryan 1 4 900612 224567 2 Visa Debit 2 Verity 192 168 1226 Default Vaut Ryan 127 0 0 1 3001 0 Ryan 1 5 900613 222456 7777 2 Visa Debit 2 Verity 192 166 1226 Default Vaut Ryan 127 0 0 1 3002 0 Ryan 2 16 900624 8174981111 4 Name and Number Debt 4 Verify 192 168 1221 Default Vaut Lizzi 1270013002 0 Liz 2 Device Name Job Status Tron oc Device IP Address Change Job Status 192 168 1 16 3000 v Card Number Entry Date 12345 4444 6 13 2013 3 06 28 PM Format Transaction Type 1 BLANK VISA Print a Card Print Card Mailer Print PIN Mailer Current Background New Background aeren E Change job status ready photo paused photo manual p
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