Magtek QwickCards User manual

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

www.magtek.com

QwickCards.com

Instant Issuance Card Personalization System

Installation and Operation Manual

August 2017

Document Part Number:

D99875517-60

REGISTERED TO ISO 9001:2008

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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 1000™ and ExpressCard 2000™ are trademarks of MagTek, Inc.

MagnePrint® is a registered trademark of MagTek, Inc.

MagneSafe™ is a trademark of MagTek, Inc.

DynaPro™ and DynaPro Mini™ 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.

Table 0-1 - Revisions

Rev Number

Date

Notes

1.01

2011-02-24

Initial Release

1.02

2011-09-13

Changes to reflect the August 2011 release

2.01 2014-03-27

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.

30 2014-12-15

Added Role Base Permission feature on Administrative-

>Roles/Users->Maintain Roles. Please see detail on 5.4

40 2015-06-04

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.

50

2016-12-02

Updated section 3.2, updated section 3.4.3

51

2017-05-19

Minor formatting corrections and fixes

60 2017-08-10

Cosmetic changes, transaction que updates, edit tab remove

from host based templates

0 - Table of Contents

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Table of Contents

Table of Contents ......................................................................................................................................... 3

1 Introduction .......................................................................................................................................... 7

1.1 About QwickCards.com ................................................................................................................ 7

1.2 Definitions .................................................................................................................................... 8

2 Initialization .......................................................................................................................................... 9

2.1 How to Access the System........................................................................................................... 9

2.2 How to Log In ............................................................................................................................. 10

2.2.1 ActiveX Welcome Login Page............................................................................................ 10

2.2.1.1 The first time you login to QwickCards for OCX ....................................................... 11

2.2.2 Java Welcome Login Page (Required when using DynaPro Ethernet) ........................... 12

2.2.3 Keyboard Emulation Login ............................................................................................... 16

2.3 How to Change Password ......................................................................................................... 18

2.4 About the Menus ....................................................................................................................... 21

2.5 About Rights Management ....................................................................................................... 22

2.6 About Two-Party Authorization ................................................................................................. 22

2.7 About Auto Logout ..................................................................................................................... 22

2.8 About User Passwords .............................................................................................................. 22

2.9 About Password Policy .............................................................................................................. 22

2.10 About Importing Users .......................................................................................................... 23

3 Transaction Functions ...................................................................................................................... 24

3.1 Issue Card .................................................................................................................................. 25

3.1.1 Select Template ................................................................................................................ 26

3.1.2 Host Lookup ...................................................................................................................... 27

3.1.3 Data Entry .......................................................................................................................... 27

3.1.4 Select Card Image ............................................................................................................. 28

3.1.5 Review Card Image ........................................................................................................... 29

3.1.6 PIN Entry ............................................................................................................................ 30

3.1.7 Select CPD ......................................................................................................................... 31

3.2 Queuing Cards ........................................................................................................................... 32

3.2.1 Queuing Cards Role Information ...................................................................................... 32

3.2.2 Queue Status Select ......................................................................................................... 33

3.2.2.1 If a User has rights to only one CPD ......................................................................... 33

3.2.3 Selecting cards .................................................................................................................. 34

3.3 Process Batch ........................................................................................................................... 35

3.3.1 Import Batch ...................................................................................................................... 35

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3.3.2 Process Batch.................................................................................................................... 35

3.3.3 Select Batch ...................................................................................................................... 35

3.3.4 Select Plastic ..................................................................................................................... 36

3.3.5 Select Template ................................................................................................................ 37

3.3.6 Select CPD ......................................................................................................................... 37

3.3.7 Initiate Processing ............................................................................................................. 38

3.3.8 Processing… ...................................................................................................................... 39

3.3.9 Processing Finished .......................................................................................................... 39

3.4 Re-PIN Card ............................................................................................................................... 40

3.4.1 Swipe Card ......................................................................................................................... 40

3.4.2 Review Data ....................................................................................................................... 40

3.4.3 Confirm Current PIN – optional, if not in use, skip to step 3.4.4 ................................... 40

3.4.4 Enter New PIN ................................................................................................................... 41

3.4.5 New PIN Confirmation ....................................................................................................... 41

3.4.6 Select CPD ......................................................................................................................... 42

3.4.7 Job Submitted ................................................................................................................... 42

3.5 Transaction Viewer .................................................................................................................... 44

3.5.1 Pending Transactions Queue ........................................................................................... 45

3.5.2 Exception Transactions Queue ......................................................................................... 45

4 Inventory Functions ........................................................................................................................... 46

4.1 Add Product ............................................................................................................................... 48

4.2 Check In Product ....................................................................................................................... 50

4.3 Check Out Product .................................................................................................................... 53

4.4 Destroy Product ......................................................................................................................... 55

4.5 Order Product ............................................................................................................................ 57

4.6 Receive Product ........................................................................................................................ 59

4.7 Remove Product ........................................................................................................................ 60

4.8 Ship Product .............................................................................................................................. 62

5 Administrative Functions .................................................................................................................. 63

5.1 Administrative | Groups Menu Items ...................................................................................... 64

5.1.1 CPD Groups ....................................................................................................................... 64

5.1.2 Permission Groups ............................................................................................................ 66

5.2 Administrative | Roles/Users Menu Items .............................................................................. 69

5.2.1 Maintain Roles .................................................................................................................. 69

5.2.2 Maintain Users .................................................................................................................. 70

5.2.2.1 Adding Users .............................................................................................................. 71

5.2.2.2 Modifying Users ......................................................................................................... 75

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5.2.2.3 Viewing User Information .......................................................................................... 75

5.2.3 Imported Users .................................................................................................................. 76

5.3 Administrative | Devices Menu Items ..................................................................................... 77

5.3.1 Maintain CPDs ................................................................................................................... 77

5.3.1.1 Adding CPDs .............................................................................................................. 78

5.3.1.2 Modifying CPDs ......................................................................................................... 79

5.3.1.3 Viewing CPD Information .......................................................................................... 79

5.3.2 Maintain MSRs .................................................................................................................. 79

5.3.2.1 Adding MSRs ............................................................................................................. 80

5.3.2.2 Modifying MSRs......................................................................................................... 81

5.3.2.3 Viewing MSR Information ......................................................................................... 81

5.3.3 Open Access Doors ........................................................................................................... 82

5.4 Administrative | System Menu Items ...................................................................................... 85

5.4.1 Locations ........................................................................................................................... 85

5.4.1.1 Adding Locations ....................................................................................................... 85

5.4.1.2 Modifying Locations .................................................................................................. 87

5.4.2 Classes ............................................................................................................................... 88

5.4.2.1 Adding Classes .......................................................................................................... 89

5.4.2.2 Modifying Classes ..................................................................................................... 90

5.4.3 Templates .......................................................................................................................... 91

5.4.4 Reports .............................................................................................................................. 93

5.4.5 Customize Reports ............................................................................................................ 94

5.4.5.1 Adding Custom Reports ............................................................................................ 95

5.4.5.2 Modifying Custom Reports ....................................................................................... 96

5.4.6 Reorder Levels .................................................................................................................. 97

5.4.6.1 Adding Reorder Levels .............................................................................................. 97

5.4.6.2 Modifying Reorder Levels ......................................................................................... 98

5.4.7 Time Windows ................................................................................................................... 99

5.4.7.1 Adding Time Windows ............................................................................................... 99

5.4.7.2 Modifying Time Windows ........................................................................................ 100

6 Reporting Functions ........................................................................................................................ 101

6.1 Cards Produced Report........................................................................................................... 102

6.2 Destroy Product Report .......................................................................................................... 103

6.3 Inventory Report ...................................................................................................................... 104

6.4 Order Status Report ................................................................................................................ 105

6.5 Processed Cards Report ......................................................................................................... 108

6.6 Reconcile Cards Report .......................................................................................................... 110

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6.7 User Activity Report ................................................................................................................. 112

6.8 Card Data Report .................................................................................................................... 113

6.9 Custom Reports....................................................................................................................... 114

6.9.1 Customize Reports .......................................................................................................... 114

6.9.2 Administrator Page.......................................................................................................... 114

6.9.3 Create Report .................................................................................................................. 115

6.9.4 Custom Reports ............................................................................................................... 116

6.9.5 Run Custom Report ......................................................................................................... 117

Appendix A ExpressCard 1000 / 2000 Image Printer Fonts ........................................................... 118

A.1 Custom Fonts .......................................................................................................................... 118

A.2 Standard Windows Fonts ........................................................................................................ 119

Appendix B How to Update ExpressCard Software ........................................................................... 120

B.1 ExpressCard 1000 .................................................................................................................. 120

B.2 ExpressCard 2000 .................................................................................................................. 121

Appendix C Appendix C - How to Set Up a Java Applet ..................................................................... 122

C.1 How to Set Up the Java Library With the 32-bit JRE/JVM ..................................................... 122

1 - Introduction

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1 Introduction

1.1 About QwickCards.com

QwickCards.com 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).

QwickCards.com is accessed from any PC with an Internet Explorer browser and attached DynaPro or

IPAD® 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 QwickCards.com 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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1.2 Definitions

Term

Definition

BIN

Bank Identification Number

CPD

Card Personalization Device. For example, ExpressCard 1000, ExpressCard 2000,

or IntelliStripe 380 devices

CSN

Card Serial Number. A unique 16 digit number encoded on Access Cards

CSR

Customer Service Representative. User who logs in to perform QwickCards.com

functions

CVV

Card Verification Value

Access Card

Customer Service Access Card used to log in to QwickCards.com

DC

Distribution Center

DSN

Device Serial Number. Unique serial number of an MSR or CPD

FC

Financial Center

FCN

Financial Center Number

FI

Financial Institution

MSR

Magnetic Stripe Reader

PAN

Primary Account Number

Personal Identification Number

PIN Device

A Secure Card Reader Authenticator / PIN entry device. For example, DynaPro

PCI PTS 3.x, SRED; IPAD® PCI PTS 2.x compliant

SCRA

Secure Card Reader Authenticator

QC

QwickCards Instant Issuance System (QwickCards.com)

2 - Initialization

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2 Initialization

During the QwickCards.com implementation phase, your institution will be provided a PIN Device and a

Customer Service Access Card (“Access Card”) with pre-defined login credentials. Before users log in to

the system and begin processing transactions, your institution’s primary QwickCards.com administrator,

referred to as the First User, should use the Access Card and credentials to log in to the system (see

section 2.1 How to Access the System and section 2.2 How to Log In) and initialize the system’s

database tables in this specific order:

1) Locations

2) Time Windows

3) Reorder Levels

4) Classes (Templates and Reports)

5) Groups (CPD Groups and Permission Groups)

6) Adding CPDs

7) Adding MSRs

8) Adding Users

9) Add Product to Inventory

It is important for the First User to follow the order of the initialization steps above, because some system

tables require other tables to be initialized first. For example, Time Windows must be defined before

Users, because each user record contains a setting that defines the time window(s) when the user can log

in. To learn more about the steps listed above, follow the hyperlinks embedded in the list above to open

the corresponding sections of this manual.

Some of the system’s tables may be pre-populated by MagTek based on information your Financial

Institution provided in the Pre-Installation Worksheets. For example, all of the individual card products

and card templates should already be loaded.

2.1 How to Access the System

QwickCards.com does not require installation because it is a web based application accessed from

Internet Explorer on an internet-connected PC workstation. To access QwickCards.com, you must have

the following:

• Secure Card Reader Authenticator / PIN entry device

• QwickCards.com Customer Service Access Card (“Access Card”)

• User Password

To log in to QwickCards.com, follow these steps:

1) Connect the PIN Device to the workstation (see the Quick Installation Guide included with each

PIN Device) and wait for the operating system to recognize it.

2) Navigate to https://QwickCards.com from Internet Explorer. Be sure to enter the https:// portion of

the URL, because QwickCards.com requires the communication channel with the browser to be

secure. If you cannot access QwickCards.com, contact your institution’s network support group for

assistance.

3) Download ActiveX controls. The first time you open QwickCards.com, Internet Explorer will

download a number of ActiveX controls required to communicate with the PIN Device. You must

have appropriate rights on the workstation to install the ActiveX controls.

2 - Initialization

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2.2 How to Log In

A user can log in to QwickCards.com from any Financial Center (FC) within the Financial Institution (FI)

where and when they are authorized to log in, and can use any feature a SuperUser has given them rights

to use. When a user logs in, the system uses the Card Serial Number (CSN) of the user’s Access Card,

and the Device Serial Number (DSN) of the MSR, to determine who is logging in and where they are

logging in from. If the user is not allowed to log in at this location, or if they attempt to log in outside the

time window when they are allowed to log in, the system will reject the login request.

When a user successfully opens QwickCards.com on a workstation with a properly connected PIN

Device, the system will show the

Welcome login page.

There are three different types of login pages. Most users will access QwickCards.com from the ActiveX

login screen. Users with DynaPro Ethernet devices will need to access the Java login page. Users with

keyboard devices will need to access the keyboard login page.

2.2.1 ActiveX Welcome Login Page

Default Login.

Figure 2-1 - www.qwickcards.com/login.aspx

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2.2.1.1 The first time you login to QwickCards for OCX

You will be prompted twice for installation of OCX packages. Click “Yes” when prompted.

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2.2.2 Java Welcome Login Page (Required when using DynaPro Ethernet)

On the first Login to the Java login page you will be asked to run a Java applet.

Figure 2-2 - Java Applet Login at www.qwickcards.com/jalogin.aspx

On the first attempt to use Java you must have:

• The latest 32-bit Java JRE installed, working, and running with the browser you are using.

• Ability to save IP addresses to local files (if using DynaPro Ethernet)

• Administrative privileges to run the applet

The first time you launch the Java Applet page, Java will ask Do you want to run this application?

Figure 2-3 - Java Permission Popup from www.qwickcards.com/jalogin.aspx

Select the checkbox for Do not show this again… and you will not be prompted to load the Java applet

on subsequent logins (unless there are administrative system changes). Press the Run button and the

applet will load in approximately 2 seconds.

2 - Initialization

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Figure 2-4 - Reader Config

After you run the applet, you will need to select your reader configuration. Select Click here in Reader

Config and a list of devices will pop up. Select from the list of devices:

• SCRA (USB HB) or

• PINPAD USB HID or

• PINPAD Ethernet

If you select PINPAD Ethernet you will need to enter the IP address of the PIN PAD device.

2 - Initialization

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DynaPro Ethernet uses Dynamic Host Configuration Protocol (DHCP). DHCP is a network protocol that

enables a server to automatically assign an IP address to a computing device from a defined range of

numbers configured for a given network. In order to display the IP address you need to follow the steps

in the box below:

Left Command button Right Command Button

To Display the IP Address

Press Left Command Button

Press 4

Press 7

Press 2

Press Right Command Button

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The IP address will show for approximately 10 seconds. Type this IP address into the IP address field

and press

SAVE.

If the IP address is not correct, you will see Please make sure the entered IP is Correct.

If the IP is correct, the device will ask you to swipe a card to log in.

If you want to use a USB card reader to log in, select USB HID and press the Save button.

Note: Depending on the configuration of your DHCP server, DynaPro Ethernet may obtain a different IP

address from time to time. If this happens, the user will need to update the IP address following the steps

above for Reader Config.

2 - Initialization

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2.2.3 Keyboard Emulation Login

If you are using a Keyboard device, you will need to access QwickCards.com from the Keyboard Login

page.

Figure 2-5 - www.qwickcards.com/kbdlogin.aspx

After you go to the Login screen you will be asked to enter your password. Enter your password and

press the

Login button.

Figure 2-6 - Password Entry

If the Welcome login page indicates it cannot open the MagTek reader, the system was unable to locate

the PIN Device connected to the workstation. A PIN Device must be detected in order to log in.

2 - Initialization

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If the PIN Device was not plugged in, plug it in, wait for the operating system to recognize it, then press

the browser

Refresh button or the F5 key to have the system try to locate the PIN Device again.

Swipe your Access Card through the PIN Device to send your credentials to QwickCards.com for

validation. If the system successfully reads the Access Card, and the card is validated as being registered

to a user on the system, the page displays a

User Password prompt. The user should type the account

password and press the Login button (or press the Enter key) to log in.

Users may also press the Reswipe button to cancel the current login operation and use a different Access

Card.

Possible errors which may be displayed when swiping the Access Card to log in are listed in Table 2-1.

Table 2-1 - Login Errors

Card Swipe Error Message

Description

CUSTOMER SERVICE ACCESS

CARD IS NOT ASSIGNED

This is a valid Access Card, but it has not been assigned to

a user. An Access Card is assigned to a user using the

Maintain Users function.

CARD AUTHENTICATION FAILED

The Access Card could not be validated as an authentic

QwickCards.com Access Card. Try swiping the Access

Card again; if the problem persists, report the problem to

your information systems team.

ERROR READING CARD DATA

The Access Card could not be read successfully. Ensure

the magnetic stripe is pointed down and facing you as you

swipe the card. You can swipe the card left-or-right or

right-to-left through the PIN Device slot. Try swiping the

Access Card again; if the problem persists, report it to

your information systems team.

If any of the login validation business rules fails, the system returns an error message to report the login is

unsuccessful. Some of the errors which may occur when entering a password are listed in Table 2-2.

Table 2-2 - Password Errors

Password Error Message

Description

INVALID USER

PASSWORD

The password entered does not match the user’s password on file.

Passwords are case sensitive; ensure Caps Lock is not turned on.

USER IS BLOCKED

If a user enters an invalid password more than the maximum allowed

number of times, the status of the user is set to Blocked. A user

with Maintain Users rights must reset the user’s password. The

system will email the user a starter password.

PASSWORD IS REQUIRED

TO BE CHANGED

Users can be required to change their password if they have a starter

password, or if their password has expired.

ACCESS CARD FAILED

TO BE VALIDATED

The Access Card could not be validated because it may have been

copied. Users should report this condition to the information systems

team and get a replacement Access Card.

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Password Error Message

Description

CARD SERIAL NUMBER

WAS NOT LOCATED

The Card Serial Number read from the Access Card could not be

located on the system. Report this condition to your information

systems team and get a replacement Access Card assigned.

USER IS NOT ALLOWED

TO LOGIN AT THIS

LOCATION

The user is logging in from a location their user account is not

authorized to log in from. Users should report this condition to the

information systems team.

LOGIN IS NOT ALLOWED

AT THIS TIME

The user is logging in during a time when they are not authorized to

log in. Users should report this condition to the information systems

team.

The first time you log in, you will need to change your password. When your user record was added to

the system, you were emailed a starter password. You will be required to select

Change Password to

change your starter password to your permanent password.

Pressing the Change Password button on this page is used when you want to change your password

before logging in.

2.3 How to Change Password

The Change User Password page is displayed when you press the CHANGE PASSWORD button on

the Welcome login page after first card swipe. You must swipe your card before you will see the

Change Password button. You must know your old (“starter”) password to change your password. If you

have not already swiped your Access Card, it requires you to swipe your Access Card before changing

your password. If this is the first time you are logging in with a starter password, you must change your

password.

Figure 2-7 - Change User Password

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Enter your old / new password and press the Login button. If the old password is correct and the new

password meets the rules for passwords, you will be logged in successfully.

Figure 2-8 - Change User Password

The ReSwipe button is used to cancel the current login operation and re-read a different Access Card.

The new password entered on this page must meet the password criteria established by your institution. If

the old or new passwords are not accepted, an error message is displayed and the user is given the

opportunity to retry entering the old/new passwords or pressing

Cancel to return to the main Welcome

login page.

Some of the types of errors which can occur on this page are:

• Password is not long enough

• Password was previously used

• Invalid ‘current’ password

• Re-entered password does not match

Once successfully logged in, the QwickCards.com Home page is displayed with your financial

institution logo on the left side of the page.

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Figure 2-9 - QwickCards.com Home Page

The top line displays the first name of the user that is logged in along with Home and Logout links.

Press the Logout link to log out and return to the Login page. Press the Home link to return to this

home page from anywhere in the application.

The main menu is listed horizontally. Hovering over a main category displays the primary sub-items

under the category and in some cases, secondary sub-items are listed under the primary sub-items (e.g.

under the

Administrative category).

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Magtek QwickCards User manual

Magtek QwickCards User manual

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