Installation and Operation Manual - MagTek



Instant Issuance Card Personalization System Installation and Operation Manual

July 2021 Document Part Number:

D99875517-70 REGISTERED TO ISO 9001:2015

MagTek I 1710 Apollo Court I Seal Beach, CA 90740 I Phone: (562) 546-6400 I Technical Support: (888) 624-8350 |

Copyright ? 2011 ? 2021 MagTek, Inc. Printed in the United States of America Information in this publication is subject to change without notice and may contain technical inaccuracies or graphical discrepancies. Changes or improvements made to this product will be updated in the next publication release. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of MagTek, Inc. MagTek? is a registered trademark of MagTek, Inc. ExpressCard 1000TM and ExpressCard 2000TM are trademarks of MagTek, Inc. MagnePrint? is a registered trademark of MagTek, Inc. MagneSafe? is a registered trademark of MagTek, Inc. DynaProTM and DynaPro MiniTM are trademarks of MagTek, Inc. IPAD? is a registered trademark of MagTek, Inc. Microsoft? and Windows? are registered trademarks of Microsoft Corporation. All other system names and product names are the property of their respective owners.

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Table 0-1 - Revisions

Rev Number

Date

1.01

2011-02-24

1.02

2011-09-13

2.01

2014-03-27

30

2014-12-15

40

2015-06-04

50

2016-12-02

51

2017-05-19

60

2017-08-10

70

2021-07-01

Notes

Initial Release

Changes to reflect the August 2011 release

Changes to reflect new sections. Created Batching section and updated process batch content with sample data elements. Added customer reports section. Removed PIN Select section. Added Appendix. Updated devices by including DynaPro, ExpressCard 500 and ExpressCard 2000. Updated screenshots.

Added Role Base Permission feature on Administrative>Roles/Users->Maintain Roles. Please see detail on 5.4

Reformat with latest template and styles; re-structure; general cleanup, clarification, and additional detail. Added support for Java Applet for USB SCRA and USB/Ethernet MagTek PED Devices. Added Custom Reports descriptive section. Added Appendix C for Java applet support. Added Queueing cards and instructions.

Updated section 3.2, updated section 3.4.3

Minor formatting corrections and fixes

Cosmetic changes, transaction que updates, edit tab remove from host based templates

Added support for MagneFlex-Powder (PINPad). This allows browsers such as Edge, Firefox, and Chrome to be used. Refer to QwickCards MagneFlex-Powder PINPad Installation and Configuration Document PN D998200483

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0 - Table of Contents

Table of Contents

Table of Contents.........................................................................................................................................4 1 Introduction ..........................................................................................................................................8

1.1 About ................................................................................................................8 1.2 Definitions ....................................................................................................................................9 2 Initialization ....................................................................................................................................... 10 2.1 How to Access the System........................................................................................................ 10 2.2 How to Log In............................................................................................................................. 11

2.2.1 ActiveX Welcome Login Page............................................................................................ 11 2.2.1.1 The first time you login to QwickCards for OCX ....................................................... 13

2.2.2 Java Welcome Login Page (Required when using DynaPro Ethernet) ........................... 14 2.2.3 Keyboard Emulation Login ............................................................................................... 18 2.2.4 Configure QwickCards to use MagneFlex-Powder........................................................... 21 2.2.5 Launch QwickCards .......................................................................................................... 22 2.3 How to Change Password ......................................................................................................... 23 2.4 About the Menus....................................................................................................................... 26 2.5 About Rights Management ....................................................................................................... 27 2.6 About Two-Party Authorization ................................................................................................. 27 2.7 About Auto Logout..................................................................................................................... 27 2.8 About User Passwords .............................................................................................................. 27 2.9 About Password Policy .............................................................................................................. 28 2.10 About Importing Users .......................................................................................................... 28 3 Transaction Functions ...................................................................................................................... 29 3.1 Issue Card.................................................................................................................................. 30 3.1.1 Select Template ................................................................................................................ 31 3.1.2 Host Lookup ...................................................................................................................... 32 3.1.3 Data Entry .......................................................................................................................... 32 3.1.4 Select Card Image ............................................................................................................. 33 3.1.5 Review Card Image ........................................................................................................... 34 3.1.6 PIN Entry ............................................................................................................................ 35 3.1.7 Select CPD ......................................................................................................................... 36 3.2 Queuing Cards........................................................................................................................... 37 3.2.1 Queuing Cards Role Information ...................................................................................... 37 3.2.2 Queue Status Select ......................................................................................................... 38

3.2.2.1 If a User has rights to only one CPD......................................................................... 38

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0 - Table of Contents

3.2.3 Selecting cards.................................................................................................................. 39 3.3 Process Batch ........................................................................................................................... 40

3.3.1 Import Batch...................................................................................................................... 40 3.3.2 Process Batch.................................................................................................................... 41 3.3.3 Select Batch ...................................................................................................................... 41 3.3.4 Select Plastic ..................................................................................................................... 41 3.3.5 Select Template ................................................................................................................ 42 3.3.6 Select CPD ......................................................................................................................... 42 3.3.7 Initiate Processing............................................................................................................. 42 3.3.8 Processing... ...................................................................................................................... 43 3.3.9 Processing Finished .......................................................................................................... 43 3.4 Re-PIN Card ............................................................................................................................... 44 3.4.1 Swipe Card......................................................................................................................... 44 3.4.2 Review Data....................................................................................................................... 44 3.4.3 Confirm Current PIN ? optional, if not in use, skip to step 3.4.4 ................................... 45 3.4.4 Enter New PIN ................................................................................................................... 45 3.4.5 New PIN Confirmation....................................................................................................... 45 3.4.6 Select CPD ......................................................................................................................... 46 3.4.7 Job Submitted ................................................................................................................... 46 3.5 Transaction Viewer.................................................................................................................... 48 3.5.1 Ability to redirect jobs to different CPDs .......................................................................... 48 3.5.2 Pending Transactions Queue ........................................................................................... 49 3.5.3 Exception Transactions Queue......................................................................................... 50 4 Inventory Functions........................................................................................................................... 50 4.1 Add Product ............................................................................................................................... 52 4.2 Check In Product ....................................................................................................................... 54 4.3 Check Out Product .................................................................................................................... 58 4.4 Destroy Product......................................................................................................................... 61 4.5 Order Product ............................................................................................................................ 63 4.6 Receive Product ........................................................................................................................ 65 4.7 Remove Product........................................................................................................................ 67 4.8 Ship Product .............................................................................................................................. 69 5 Administrative Functions .................................................................................................................. 71 5.1 Administrative | Groups Menu Items ...................................................................................... 73 5.1.1 CPD Groups ....................................................................................................................... 73

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0 - Table of Contents

5.1.2 Permission Groups............................................................................................................ 75 5.2 Administrative | Roles/Users Menu Items.............................................................................. 78

5.2.1 Maintain Roles .................................................................................................................. 78 5.2.2 Maintain Users .................................................................................................................. 79

5.2.2.1 Adding Users.............................................................................................................. 80 5.2.2.2 Modifying Users......................................................................................................... 85 5.2.2.3 Viewing User Information.......................................................................................... 85 5.2.3 Imported Users.................................................................................................................. 86 5.3 Administrative | Devices Menu Items ..................................................................................... 88 5.3.1 Maintain CPDs................................................................................................................... 88 5.3.1.1 Adding CPDs .............................................................................................................. 89 5.3.1.2 Modifying CPDs ......................................................................................................... 90 5.3.1.3 Viewing CPD Information .......................................................................................... 91 5.3.2 Maintain MSRs .................................................................................................................. 91 5.3.2.1 Adding MSRs ............................................................................................................. 92 5.3.2.2 Modifying MSRs......................................................................................................... 93 5.3.2.3 Viewing MSR Information ......................................................................................... 94 5.3.3 Open Access Doors ........................................................................................................... 94 5.4 Administrative | System Menu Items ...................................................................................... 97 5.4.1 Locations ........................................................................................................................... 97 5.4.1.1 Adding Locations ....................................................................................................... 97 5.4.1.2 Modifying Locations .................................................................................................. 99 5.4.2 Classes............................................................................................................................. 100 5.4.2.1 Adding Classes ........................................................................................................ 101 5.4.2.2 Modifying Classes ................................................................................................... 102 5.4.3 Templates ........................................................................................................................ 103 5.4.4 Reports ............................................................................................................................ 105 5.4.5 Customize Reports .......................................................................................................... 106 5.4.5.1 Adding Custom Reports .......................................................................................... 107 5.4.5.2 Modifying Custom Reports ..................................................................................... 109 5.4.6 Reorder Levels ................................................................................................................ 110 5.4.6.1 Adding Reorder Levels ............................................................................................ 111 5.4.6.2 Modifying Reorder Levels ....................................................................................... 112 5.4.7 Time Windows ................................................................................................................. 112 5.4.7.1 Adding Time Windows ............................................................................................. 113

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1 - Table of Contents

5.4.7.2 Modifying Time Windows ........................................................................................ 114 6 Reporting Functions........................................................................................................................ 115

6.1 Cards Produced Report........................................................................................................... 116 6.2 Destroy Product Report .......................................................................................................... 117 6.3 Inventory Report...................................................................................................................... 118 6.4 Order Status Report ................................................................................................................ 119 6.5 Processed Cards Report ......................................................................................................... 122 6.6 Reconcile Cards Report .......................................................................................................... 124 6.7 User Activity Report................................................................................................................. 126 6.8 Card Data Report .................................................................................................................... 127 6.9 Custom Reports....................................................................................................................... 128

6.9.1 Customize Reports .......................................................................................................... 128 6.9.2 Administrator Page.......................................................................................................... 128 6.9.3 Create Report .................................................................................................................. 129 6.9.4 Custom Reports............................................................................................................... 130 6.9.5 Run Custom Report......................................................................................................... 131 Appendix A ExpressCard 1000 / 2000 Image Printer Fonts ........................................................... 132 A.1 Custom Fonts .......................................................................................................................... 132 A.2 Standard Windows Fonts........................................................................................................ 133 Appendix B How to Update ExpressCard Software ........................................................................... 135 B.1 ExpressCard 1000 .................................................................................................................. 135 B.2 ExpressCard 2000 .................................................................................................................. 136 Appendix C Appendix C - How to Set Up a Java Applet ..................................................................... 137 C.1 How to Set Up the Java Library With the 32-bit JRE/JVM..................................................... 137

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1 - Introduction

1 Introduction

1.1 About

is an Instant Card Issuance and PIN Selection System used to securely issue ATM, Debit, Credit, and Gift Cards. The system also provides inventory functionality for maintaining card stock and ribbon products used by the connected Card Personalization Devices (CPDs). is accessed from a Windows PC. Legacy users can continue to use ActiveX Controls and Internet Explorer. New users may choose to use other browsers provided they also use MagneFlexPowder which must be installed and running on the PC, use a modern browser such as Edge, Firefox or Chrome, and have an attached DynaPro device ("PIN Device"). A PIN Device is a PIN entry device with a 3-track secure card reader authenticator (SCRA). The PIN Device immediately encrypts data at the point of swipe so personal information is never "in the clear." Each user is provided a Customer Service Access Card ("Access Card") and a starter password when a SuperUser adds them to the system. To log in, a user swipes their Access Card in the PIN Device and enters a password.

Figure 1-1 - Customer Service Access Card ("Access Card")

Once successfully logged in, the user is presented with the main menu and has access to all of the functions a SuperUser gave them rights to use.

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