TRISM 4 User Manual 4.3.2XXX
Contents
1. Bone Defaut Background E re Eiern mn pu Pin Due EHE RI Pit Full Hone SR Mine rs Die hamon on he at C Mele Binoe E Sonsire FistHame E LariName Ey Phi Laat Original Card Invertory Default Enbosser o E 5 Setting Image Gallery Location By the Template Directory Field click Browse The fle location should be accessible to every user It is recommended the image gallery is saved in a folder with a name matching the BIN within the specified card type folder For example Server Namellmages Card Type BIN Default Background select a background image to autopopulate in the Order Card screen Template Parameters and Template Options Check the fields that the card format xml file contains Card Number Printing Na 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 rl Custom Backgrounds Cos Background STRIS TESTA wein IE Era Sorate Peas Retum to Top Use All Mask Enter a string ofi signs consistent with the desired spacing of card digits ADVANCED File Naming Convention select which cardholder information indicator willbe used to name image files MEMNUN SN ssn LASTS MISC MISC2 MEMNUN LASTS LASTE BINE LASTS BIN7 LASTS BINLASTS BINLASTSSSMEVNUMBER BIN LASTSS2. 57 Reason Orate Tenino bee OE Enter a description of the spoiled card and the reason for spoilage Select from the folowing options Return to Inventory the card was ejected clean unencoded and can be used again Wil 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 wil appear and select Spoil Other The Same process as a regular spoll applies To add a card back to the Vault Inventory select Return to Inventory or Card Successful To subtract a card from the Vault Inventory select Card Destroyed Retum to Top Management Reports with user specified information may be created in the Management tab Cres et n EES oe 1000 wu roto wur ote Mn moe war mun SUI Dual SIE TO ML PRNTAGIRO orte mn Da OO NUL owe vadet Dent MENE ML font New x 3 Select the Start Date and End Date to specify a range of cards to display The
3. 00 doiamiananu PRNTACHD m Tips for Balancing End of Day Reports Balance the end of day report every day Never start the day with a device inventory greater less than zero Don t wait until the end of the business day to spoll cards Spol them as soon as they are incorrectly printed Otherwise itis easy to lose track of misprinted cards and will cause difficulty balancing the end of day report 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 Thequeue 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 Quantity of cards in device at the beginning of the day only greater than zero it cards are not removed at end of previous day Inventory Added Quantity of cards added to device throughout the day Inventory Removed Total quantity of cards removed from vault device Manually Added Quantity of cards added manually during the order card process Retum to Top 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 t
4. Bleed Clearance Visa Specifications Visa brand mark Distance from right of brand mark to right edge ol 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 33 8 x2 1 8 418 optimal 3 32 minimum Textllogos at least 3 32 from edge of card brand marks magnetic stripe EMV chip signature panel 9 75 x 20 5mm 2mm 2mm 113x 19 25mm 2mm 3mm jpeg bmp 32 1015 x 640 Retum to Top 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 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 or friends photographed with a famous person Depictions of ilegal activities or otherwise inappropriate behavior Addresses phone numbers social
5. TRISM 4 USER MANUAL 494 www demoteller com ENGL Table of Contents WHAT IS TRISM 4 TRISM 4 USER INTERFACE REQUEST ORDER CARD 3 EDIT PERMISSIONS 7 Re PIN 8 READ A CARD 9 PIN MAILER 10 CVV2 CALCULATOR 10 QUEUE REPORTS END OF DAY 12 Tips for Balancing End of Day Reports 12 Device Inventory 12 Vault Inventory 13 Spoil Cards 14 MANAGEMENT 15 HISTORICAL CARD BALANCING 17 DEVICE ACCESS 17 SPOILED CARD 17 BRANCH ACTIVITY 17 Device ACCESS CARDSTOCK 17 NON FINANCIAL 18 Same PINS 18 DirFERENT PINS 18 BACKGROUND 18 INVENTORY Device Access 19 Adding removing cards and changing ribbon foil 19 VAULT INVENTORY 20 Adding vaults 20 Transferring cards 2 CONFIGURE GENERAL 22 Users 23 Add Users without Active Directory 28 Edit Users without Active Directory E Delete Users without Active Directory 24 TEMPLATES 24 FORMATS 25 General Settings 26 Encode Settings 26 Emboss Settings Mailers Photo Settings Card Status Card Class Devices Adding a printer or embosser ACTIVE DIRECTORY BRANCHES Add Vaults to a Branch Add Devices to a Branch Add PC s Users Ranges to a Branch Add BINs to a Branch INTERFACES Intertace Settings Interface BIN Settings MSR Adding MSPs Moving an MSR to another computer DATABASES CARD STOCK INVENTORY Card Stock ID Card Stock to BIN Card Stock to Vault Device How to add a new BIN or cardstock
6. printer or embosser Selecta Davise to Lin Desc SALES vole Matica 300 XD GA iNew 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 s Users Ranges list FCs Users F anges Description LEADESKTOP RYANDESKTOP2 JANET DESKTOP TRISNATESTI ERICLAPTOP2 Ewa TECHIE LIZZIDESKTOP T m 0 emm m 2 Select the method and enter the PC Name IP Address Range or User Name then click OK Retum to Top 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 it different branches use different BINs I al branches use the same BINs do not add BINS to any branches When the BINS list below is blank the branch wil automatically display all BINs when ordering a card 1 Click Add under the BINS list BINS Deserpton 3 MasterCard Debt 2 Select a 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 p ve Cree crenTuNowD zm p Lj tose 0 0 J Retum to Top Interface BIN Settings Interface BIN settings determine what actions may be performed by each BIN Interface BIN settings and values wil be determined by
7. Select the type of cards stock to send Glick Send The shipment order will display under the In Transit Carrier menu 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 wil be added to the vault inventory Receve Cards Branch Name Defaut Vaut Namet access1 Carrier Name Name2 Product ID Blane White Sent ESS ESSA AM Numter of Cards 200 Received 06052018 Comments dsi Configure General po er Fn Fat Erensan leenen Pe fad Tired geting 10 Ute Fe eat RARE lH Soa en Pap 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 Enable Weak PINS If checked weak PINs 1111 1234 4321 etc are not allowed 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 getti
8. 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 ESE SPELT ylva YD Want Maero 2 Z Codema Gein F MSW 7 Cod ree Crt ae E 7 Gaertn Z 4 Dicas 7 pue TE di g uen Tite 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 Betum to Top Fier Fier Finer Filter Sn a j oe 1 pta See Tere To fiter columns Select a column fied from the fist Fiter dropdown menu Enter the fiter criterion in the fied below only one criterion per fiter Filters must match the intended field name exactly Only one fiter field is enabled initially Following fiters wil be enabled once preceding fiters are designated Click Search to apply the specified fiters To view card information Right click a card and select Details J Ratum to Top Historical Card Balancing Reports summarizing cards printed per branch device card stock andior operator can be printed in the Hist
9. TU Wanne Am VVISD TVA aaas et TH Une Ren yowana aans Bes VINOD TOZA ams man YID guam ros eee Ran VISITS Aa por 1 7 1 D 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 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 diferent offsets within a specified date range Used to determine if there are multiple offsets inked to the same card number Background Display a ist of all background images printed within a specified date range Retum to Top Inventory Add card stock to vaults and devices Device Access Adding removing cards and changing ribbon foil Each lime a printer or embosser is opened it must be accounted for in the Device Inventory Card Stck Bank Whee Reason Erter or Choose a Reason Description Erter arCheese a Desert E Foil Deswoyed E Indent Fil Destroyed Current Quantity 0 Mumbar of Cares 0 Unlock Device E Lock Device lamest i The branch vault and device will default to whatever values were assigned to the branch Select other values if necessary 2 adding or removing cards select card stock 3 If opening an embosser to change topping andl
10. complete dsi Edit Permissions 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 permis C CEE Change the colors of Editable Required and Single Required fields in Theme ard information vot L2 1s Editable enables input of text Retum to Top pace is Is Required field must be filed to complete request Is Single Required one out of all Single Required fields per panel must be filed in Example In the Security Information panel Mother s Maiden Name SS Tax ID and Drivers 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 enter the customer s information Select the PIN method enter or generate the PIN and click Complete Top DU Read a Card Swipe a card to display its track data card number format code expiration dale ete ret ane E ee dsi 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 2 Select the desired c
11. each individual interface and generally not edited by financial institution personnel md Hoc MSR Magnetic stripe readers MSRs if used must be licensed and linked to PIN pads m E 41 TERME man 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 J Ratum to Top Moving an MSR to another computer Select the MSR to remove and cick Release MSR When the MSR is plugged in to the new computer click TestFind MSR Databases Change compact and backup options for SQL databases aor Bese me E Eire Tie p Techo Te TE E oneotup E On Sma Donn 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 Desorption EMV Bank Whte a Card Sook ID Card Sock Description Bue preprinted mew _ Betum to Top Card Stock to BIN 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 Ad
12. service in Which to view the lag Click Search Purge delete the log Export export log to a notepad fle Retum to Top Error Log View the log of errors encountered by third party services Select the dates to search by in the Start Dale and End Dale dropdown menus then select the service in Which to view the log Click Search Ge Tani We ORG e Seach p DSI be x saree Click Purge to delete the log Client Information Client Information displays a list of each TRISM workstation and the following information with which itis associated User 1D 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 fle J Ratum to Top C Usersles Desktop 00817284 11 TTTTTTI 201505260158 c Browse Alter itis selected click OK Circes KOE 05 uuu enia Click Save PIK System Status Display the version start time last update time and last status time of services Green status table in database is running Red status table has not been updated in the number of minutes specified in General Configure menu Retum to Top Appendix System Requirements Atypical TRISM install
13. Properties dropdown menu If your printer type is not isted select Other J Ratum to Top 9 ick Print Size Set the length and width to 6 then click OK Do not change the Card Size unless otherwise specified e 10 Click Save Settings then exit 11 Inthe TRISM 4 Devices window click Add 12 Ifthe printer will be accessed via network or wireless connection select Network emok ps n Bd E Toer Rem Fe Been 18 Puewos 27 mem 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 Check a foil topping wil be imprinted on card numbers and names Auto Verity After a card is printed it will be verified that is has printed correctly automatically This is recommended when printing large quantities of cards ead First If a printer encodes information on card s magnetic stripe prior to embossing Retum to Top 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 a
14. S_MEWNUMBER 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 Background Search Path folder in which custom backgrounds wil 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 willbe chosen in the Order Card Job Information panel m New hear ial m Feriacerert Mal gt Ge Use Default Selection Use default statuses New Re Issue and Replacement Card Status Definitions Instant activates card and updates offset exp date when end user has already added a card record and itis being pulled back into TRISM New adds skeletal record activates card and updates offsev exp dale Re Issue updates offsel esp date Retum to Top Replacement makes no changes and doesn t communicate any new data i e just prints a card Mail used in conjunction with the above statuses e g Instant Mail New etc Adds skeletal card record updates offset exp date and does not activate card Card Class When there is more than one card class assigned to BIN the card class for each format willbe chosen in the Order Card Job Information panel HOW TO ADD A CARD CLASS TO A BIN 1 Cl
15. THEME Queue SETUP HELP ABOUT SUPPORT DOCUMENTS Dara Los ERRORLOG CLIENT INFORMATION License SYSTEM STATUS APPENDIX SYSTEM REQUIREMENTS CARD LAYOUTS CUSTOM IMAGE GUIDELINES PERMISSION DESCRIPTIONS What is TRISM 4 TRISM 4 is the latest card issuance suite developed by DemoTeller 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 Module HSM to ensure complete privacy of cardholders information From centrally issued pre printed cards to customer created cards available for immediate use TRISM 4 boasts the versatility to meet any institution s most specific demands Trism 4 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 module is running and reporting its status to the database Red module has not updated its status to the database within the time period specified in General Configure form Dual Control Login some TRISM features require dual contr
16. ard number to populate the customer information 3 Click Print Mailer CVV2 Calculator Verity the keys entered in HSM Manager are correct Corio CW2 wn zd aetna 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 di Queue The queue displays all cards that have been ordered and have not yet printed ae 2 2 deeem Dee One Eigen Double clicking an item in queue will display the Card Information CREER Change job status ready photo paused photo manual photo or card verified Delete a card in the queue by selecting it and pressing the Delete key on your keyboard am 97 oe am 121001301 Ifa 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 Top Reports End of Day 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 orsus s Vout Geer Dese Gamer Cort Bean EI gt E MEE p p Tama Eum US el
17. ation 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 folowing table Server Host Workstation Minimum Processor Speed GH or faster 20 Gi ortastero Available RAM EGB or more EGB or more Available hard diskspace 20685 SB SVGA 1024x768 or higher resolution video adapter and monitor SVGA 1024x768 or higher Minimum video resolution resolution video adapter and monitor Microsoft Windows 20086 2008 Operating System R28 20128 2012 R26 Windows 7 Pro Windows 8 Pro Windows 7 Pro Windows 8 Pro SOL Server 2008 R28 20128 Database software 20148 NA Standard Express or Enterprise Logitech C920 0615 C525 Pro 9000 Webcam OPTIONAL N A C920 amp C615 have tripod mounts Tripods are available upon request Minimum oRecommended 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 requirements 0 Betum to Top dsi Card Layouts Refer to the following guidelines when setting up card formats Card size
18. d Care Steck or See Cart Card Stock to Vault Device Select vaut Cara sise Carastexcossenpion sue nk ne SALES Fargo ua Binh ine SLESEwis Reedy LI Bark hae Zebra DP Reedy EI Bark urne Mates 530020004 Select Card Sock Remove Select Deice 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 itis manually fed into printer not available with printers Click Add then OK Retum to Top PAGE az How to add a new BIN or cardstock 1 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 fusing diferent BINS for different branches Add the BIN to the branch lf using same BINs for all branches proceed to next step 6 Restart the TRISM client 7 Add card stock to the branch vaut 8 Link the new card stock to the vault and device 9 Card
19. dded click OK successtuly 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 wil be highlighted in blue 16 Click Rebuild Devices after adding deleting or changing a device 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 I 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 Accessi Installert Installer2 Cheek the Enable Active Directory box TRISM IV will automatically search for and enter the domain name hes Tenn a 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 J Ratum to Top PAGE 35 Click Set to save the template to the selected domain group The domain group selected will appear in the Template Group field Branches Each branch must be licensed See Help gt License for instructions on adding a branch license Baneh 1 ze Select unicensed branch high
20. efore selecting a new PIN Override Allow user to override the PIN verification requirement Enforce Card Card must be swiped to re PIN Re PIN wil 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 transactional report wil 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 Calculator Allows user to use 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 alows you to see the option in the dropdown and the button dsi Betum to Top AN Run End of Day Reports User Allows user to view and print EOD reports Run End of Day Reports Admin Allows user to process EOD reports Show Mask Card Number Masks the card number View Non Financial Reports Allows user to view the non financia
21. fault password 1234567 When Login is clicked 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 folowing capital letters lowercase letters numbers and special characters Enter the new password in the provided fields and click OK The user must then enter their new password in the login screen J Retum to Top Aternatively 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 cick 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 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 dsi Tero ire Eisen Tine Tes Seiya Each of the options in the above menu will open a lst of permissions that may be enabled and disabled by clicking thelr 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 customi
22. h Admin Grant admin permission to the branch vaut Branch User Grant user permission to the branch vault Configure dsi SI Retum to Te race s2 Delete User Show Delete User button Card Stock Allows manipulation of card stock Add Add card stock Delete Delete card stock Edit Edi 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 Edi 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 T4 toolbar Retum to Top
23. he 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 Quanity of cards received in the Vault Inventory Transfer page Removed to Device s Quanity of cards added to devices in Device Access Returned from Device s Quantity of cards removed 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 Devoe eto Sarin meron 47 Ivor Irvani Renova D 0 D o memory O If the Ending Device Inventory andlor Total Cards in Device s is greater or less than zero the following window will appear ee sil have cards in then Please eyes cards before processing en Click Yes to process End of Day Click No to return to the End of Day Report screen J Ratum to Top Spoil Cards A misprinted card that cannot be issued is considered spoiled A spoiled card willbe 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 rpm
24. ick Add and enter the card class name Click OK prm 2 Navigate to the BIN s template directory in Windows Explorer and create a folder with a name exactly matching the card class name te Favorites ET Duemedfd Type meus WR SASAMSSOTAM d 3 Add the desired images the card class folder and xm s if using different xm s for each image 4 If another BIN wil 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 Retum to Top Devices The Devices tab displays list of printers and embossers configured with TRISM prem ee Each device must be licensed See Help gt License for instructions on adding a device license After the license is added click Rebuild Devices Adding a printer or embosser Skip o step 11 if using an embosser 1 Install the printer according to manufacturer instructions 2 Open the DSI Print Service Controller located in C Program FilesiDemoteller p eus ee Eee Cel m Select the intemal 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 0 seconds Select the printer type from the Printer
25. l 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 Allows user to view central vault Central Admin Grant admin permission to the central vaut Central User Grant user permission to the central vault Branch View Alows user to view branch vaut Branc
26. lighted in red and click License Branch A licensed branch wil be highlighted in blue Add Vaults to a Branch 1 Selecta branch and click Edit e m 2 Click Add under the list of vaults J Ratum to Top 3 Click Add New Dual control is enforced for accessing vaults so a second user must enter their login credentials Set Vout Link Cae 4 To add a central vault vault in which inventory is usually stored 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 vaul s name and location then click OK 8 To add card stock to vault select the vault and click Add 7 Select the card stock to add enter the quantity of cards and any comments as required by your financial institution Click Add LI Ch TEM ae 8 The vault inventory will be updated amet Mant Euless Vout Number of Carts Miren iens E o ee sae e Retum to Top Add Devices to a Branch 1 Click Add under the list of devices Deves SALES Fargo SALES Erde Manca 2300 KD QA i 2 Select an existing device and click OK or Click Add New to set up a new device see Adding a
27. ng 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 the Queue a message box will ask if 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 wil populate in the search results J Retum to Top The following user configuration is not used when Active Directory is enabled except for the administrative users accesst installert and installer2 m 9 1 p 9 mmi Print Rights print a lst of all the selected user s template permissions Print User Template print list of TRISM users and their corresponding templates Reset All Passwords change password of all users to 1234567 After logging in with this password users will be prompted to select a new password Add Users without Active Directory Click Add and enter the user ID Name and select a template Click Save New User Password Selection When the new user logs in they must use the de
28. not automaticaly generated Select the PIN method Click Get PIN The PIN will 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 The card s offset wil be displayed after the PIN is entered Betum to Top 4 Personalizing and Previewing Cards See the Appendix for image guidelines 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 Click Browse and navigate tothe folder containing the custom image Select the image and click Open d To crop the image click and drag an area on the image on the left applicable select he dested Template Tom Th dropdown menu he botom leo he screen Click Save when personalization is complete 0 Retum to Top Pace 6 Click Back to preview the back ofthe card 5 Job Information Select the folowing 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 prin until state is changed to Ready in the Queue Manual card does not print until itis manually fed into printer not available with all printers 6 Click Complete when all required fields are entered and personalization is
29. ol login A user with the appropriate permissions other than the one currently logged in must enter their login credentials to access these features Retum to Top MNN Request Order Card i Select the appropriate BIN in the Select Product dropdown menu highlighted in green m If a interface is used select the interface search by member or card number and enter the member or card number searching by card number the cardholder s information will be populated 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 core processor interface is not used fil in the address information security information and contact information fields After step cick on the Accounts button in the Account Information menu hen enter the customer s account number and ChkSavDesignator One account must have the Primary box checked ChkSavDesignator Values D checking S savings Fere 2 L 7 me e 3 Card Information 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
30. 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 Entera reason for opening and a description of the actions performed or choose a reason and description from the dropdown menus 6 Enter the quantity of cards to add or remove if any 7 Select a time delay for unlocking the device Longer delays should be used if the device is not near the workstation Retum to Top Click Process eset ben updates 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 vaut and a branch vault A central vault is not required but at least one branch is required That vau can be shared by multiple branches i necessary Central Issuance Adding vaults Click Add Central in the Central Vault display or Add Location in the Vault display Cental Vaut Camer Vaut Enter the required name and address fields optional Click OK J Ratum to Top Transferring cards Central Vault In Transit Carrier Vault watson po uu Add Central m seme pape Sent Cards Select a central vault Click Send Cards Select the recipient branch s vault from the Send To dropdown menu Enter the Cartier Name number of cards to send and any additional comments
31. orical Card Balancing menu Selecta date range branch vault device and or product in the dropdown menus to iter by and click Search to generate the historical report Reset Date Time change start and end dates to current date Device Access Display a lst 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 report of all cards printed at the branch in which the workstation creating the report is located Device Access Cardstock Display list of Device Access activity for a specified printerlembosser and card stock within a specified date range Retum to Top Non Financial Display TRISM activity per PC Operator User ID TRISM ID Event Result IP Address Branch or Computer Name p TER Unde As VVINDSSADAM pope Tin me eset Torte ne Ra vusmastaan poer 109 eee Dem o viso onaman APOE mm VDO 020 dise To Rete TUI Ua Ren 7 AQUAM roa Goad m Bum VSD DOSEN saans T Uwe Ren VVISDSAUM amt roa Goad NES Uie om Vea OTe AWAN Ra Visayan post TUS me VLISDIDMMEAM AVIS me VOID 420206 et Amn VUISDIDIETAN AMIS sus Be DOIN iaa To Peter
32. security numbers or other personal identification numbers URL addresses 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 fram 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 J Ratum to Top Permission Descriptions Security Edit Security Template Allows users to add and delete templates Delete only works with templates that have been added by a user View All Branches Allows user to see 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 License File Allows user to import a new license fle Order Cards View Order Card Allows user to order cards Actions Grant access to the Request menu Edit Permissions Allow user to change field permissions on the order card screen Repin a Card With PIN Verification Require the customer to enter in their old PIN b
33. 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 eri me 7 suena dsi Queue Setup Change the order in which columns are displayed in the Queue E Cord Status v Encode Name Z Devicestate 0 RequestName Dis Required as First Column Select a field and click the arrows to change is order The ID field must be first and must be checked 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 Ten aaao Dear Str c imeem A Support Documents View TRISM support documents such as the user manual and daily procedures J Ratum to Top Data Log View the log of all actions performed by third party services p Febuary PIS Jr 25 2015 5 3 Den 4 V018 88305981 Laev Scortsmicesen v lo calra emus rer sarvmiseasazast Samea Ves ATO Lacy wage nehet al check DSIBP Eronia eesti Dating e Menos Name Select the dates to search by in the Start Date and End Date dropdown menus then select the
34. to Card Number 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 n Beginning Card Number first card number used Current Card Number last card number printed 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 created Disable Truncation Rules customer names wil not be shortened automatically J Ratum to Top PAGE 28 Topping check if topping foil is used on embossed card text LT MI T Mailers Print Card Mailer or Print PIN Mailer Enables printing of mallers 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 wil be determined based on a randomly generated PIN Print Return Address Include the branch s address on the PIN maler J Ratum to Top Photo Settings Configure xmi fles card number layout photo ID s custom backgrounds and signature fields GENERAL Fora Grae apes
35. ze placement of text and pictures 1 RANCUSA D BAKSA BV E E E Ga a add a card type click Add Enter the card s ISO or BIN number then select or manually enter the card type Click OK Retum to Top 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 Transacton Report E Print Repon for Every Pine Quesed Transaction Print Report for Every Queued Transaction all transactions sent to the queue will print hard copy report to the printer selected in the dropdown Additional Transaction Report Directory all items in the selected folder wil be printed in addition to transaction reports Encode Settings The Encode Settings determine the information and placement of information written to the cards magnetic stipe Track t Track 2 Layout Formet 1 Cord Type ATM Ode Legh Mare dms Deak 11 Fomz 52 o 2000 SS 1 5 O od Samon 0 E s5 31 4 um MFS T 1 7 4 Ot Boo n woo Track Length 35 Mar 79 edit these settings double click the field to be changed to display the following window Farana p Rma T aoe Click OK when editing is completed Top Track t Track Parameters E E W wma Gem Mower Omen ak am i bet Au
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