Unisys e-action Source NDP Operating instructions

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Unisys e-@ction
Source Capture Network
Document Processor
Installation and Operation Guide
Printed in USA
July 2001 4326 6295–002
*43266295-002*
4326 6295–002
Unisys e-@ction
Source Capture Network
Document Processor
Installation and Operation Guide
U
NI
S
Y
S
© 2001 Unisys Corporation.
All rights reserved.
Printed in USA
July 2001 4326 6295002
NO WARRANTIES OF ANY NATURE ARE EXTENDED BY THIS DOCUMENT. Any product or related
information described herein is only furnished pursuant and subject to the terms and conditions of a duly
executed agreement to purchase or lease equipment or to license software. The only warranties made by
Unisys, if any, with respect to the products described in this document are set forth in such agreement.
Unisys cannot accept any financial or other responsibility that may be the result of your use of the
information in this document or software material, including direct, special, or consequential damages.
You should be very careful to ensure that the use of this information and/or software material complies
with the laws, rules, and regulations of the jurisdictions with respect to which it is used.
The information contained herein is subject to change without notice. Revisions may be issued to advise
of such changes and/or additions.
Notice to Government End Users: The software and accompanying documentation are delivered and
licensed as commercial computer software and commercial computer software documentation as
those terms are used in 48 C.F.R. § 12.212 and 48 C.F.R. § 227.7202-1 through 227.7202-4, as
applicable. The Government shall receive only those rights provided in the standard commercial software
license, or where applicable, the restricted and limited rights provisions of the contract FAR or DFARS (or
equivalent agency) clause.
Correspondence regarding this publication can be e-mailed to doc@unisys.com.
FCC Statement
The statement below is included in this document to comply with a Federal Communications Commission (FCC) regulation.
The FCC is an agency of the United States government; thus, the statement below applies to computing equipment
installed in the United States of America. Unisys is taking appropriate steps to be in compliance with FCC regulations and
similar regulations of other countries.
WARNING: This equipment has been tested and found to comply with the limits for a Class A device, pursuant to Part 15
of FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the
equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency
energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio
communications. Operation of this equipment in a residential area is likely to cause harmful interference, in which case the
user will be required to correct the interference at his own expense.
Canadian Regulatory Statement
This class A digital apparatus meets all requirements of the Canadian Interference-Causing Equipment Regulations.
Cet appareil numérique de la classe A respecte toutes les exigences du Règlement sur le matériel brouilleur du Canada.
Unisys and e-@ction are registered trademarks of Unisys Corporation.
All other marks are acknowledged to be the trademarks or registered trademarks of their respective
owners. Unisys Corporation cannot attest to the accuracy of this information.
4326 6295002 iii
Contents
Section 1. Source Capture Network Document Processor
Components ...................................................................................... 12
Source NDP Features ........................................................................ 13
Documentation .................................................................................. 13
Ordering Supplies and Replacement Items ....................................... 13
Getting Assistance and Support ........................................................ 14
Section 2. Source NDP Installation and Deinstallation
Checking Shipped Items.................................................................... 22
Starter Kits......................................................................................... 23
Selecting a Place for the Source NDP Unit ........................................23
Before You Begin............................................................................... 24
Overview of Hardware Installation..................................................... 24
Installing the Source NDP Unit .......................................................... 26
Uninstalling a Source NDP Unit ....................................................... 211
Preparing a Source NDP Unit for Shipping....................................... 213
Section 3. Source NDP Operation and Document Processing
Normal Operation .............................................................................. 31
Powering the Unit On and Off ........................................................... 32
Start/Stop Button............................................................................... 33
Using the Start/Stop Button to Process Documents................ 33
Using the Start/Stop Button to Clear the Track ........................ 34
Status Lights...................................................................................... 34
Processing Documents...................................................................... 36
Setting Up the Source NDP Unit..............................................36
Preparing Documents for Processing....................................... 39
Feeding Documents............................................................... 313
Removing Documents from Pockets ..................................... 317
Contents
iv 4326 6295002
Section 4. Source NDP Cleaning
Cleaning Supplies...............................................................................41
Location of Components for Cleaning................................................42
Cleaning the Image Glass As Needed................................................43
Cleaning the Source NDP Unit Weekly ..............................................43
Summary of Weekly Cleaning Tasks................................................410
Section 5. Removal and Replacement of Source NDP
Components
Unit Covers ........................................................................................52
Top-Left Cover..........................................................................52
Top-Right Cover........................................................................54
Pocket Entry Cover...................................................................56
Separator Cover........................................................................56
Loop Cover ...............................................................................57
Removable Track Wall........................................................................57
PC Card ............................................................................................510
Pocket Flexures................................................................................512
Inkjet Print Cartridge.........................................................................513
Removing the Inkjet Print Cartridge........................................513
Replacing the Inkjet Print Cartridge ........................................515
Replacing the Ink Dabber .................................................................518
Nudge and Feed Tires and Rollers....................................................519
Separator Tire and Holder.................................................................522
Rotating the Separator............................................................522
Removing and Replacing the Separator Tire and
Holder ................................................................................524
Section 6. Recovery from Problem Conditions
General Approach to Problem Recovery ............................................62
Recovering from Processing Problems ..............................................62
Clearing the Track...............................................................................63
Problem Identification and Recovery..................................................65
Contents
4326 6295002 v
Appendix A. Source NDP Specifications
Appendix B. Document Specifications
Appendix C. Supplies and Replacement Items
Starter Kits.........................................................................................C1
Supplies and Replacement Items ......................................................C2
Glossary .............................................................................................1
Index .............................................................................................1
Contents
vi 4326 6295002
4326 6295002 11
Section 1
Source Capture Network Document
Processor
The Unisys e-@ction Source Capture Network Document Processor, or
Source NDP, is a compact, desktop document processor for capturing data
and images from checks, giros, and other documents. It performs a full range
of document processing functions, which include reading MICR and OCR
characters, capturing black and white or gray-scale images, endorsing, and
document sorting.
Designed for an office environment, the Source NDP captures information at
the point of sale, receipt, or transaction and is easy to install and operate.
Figure 1-1 shows the Source NDP.
Figure 1–1. Source NDP
Source NDP Networked Document Processor
12 4326 6295002
Components
Figure 1-2 shows Source NDP components.
Legend
1 - 5 Removable Covers 13 Feeder Flag
6 Ink Dabber* 14 Feeder Floor Extender
7 Power On/Off Switch (rear of unit) 15 Check Limiters*
8 Inkjet Print Cartridge* 16 Short Check Limiter Storage
9 Status Lights 17 Pocket Flexures*
10 Separator* 18 Release Levers for Track Wall
11 Nudge and Feed Rollers* 19 PC Card (not shown)*
12 Start/Stop Button
*Consumable and replacement items are available from Unisys Direct. Refer to Appendix C.
Figure 12. Source NDP Components
Source NDP Networked Document Processor
4326 6295002 13
Source NDP Features
The Source NDP handles 30 documents per minute with automatic feeding. It
offers the following features:
Autofeeder with capacity for 100 documents
CMC7 and E13B MICR readers
Full-height OCR reader
Front and rear image at 240 dots per inch
CCITT Group 4 (black and white) or JPEG (gray-scale) images
Inkjet endorser with three adjustable heights
Two pockets with capacity for 100 documents each
Refer to Appendix A for Source NDP specifications.
Documentation
This guide describes the Source NDP and gives instructions for installation,
operation, replacing consumable supplies, cleaning, removing and replacing
components, and recovering from problems. Operators and site supervisors
are the intended audiences for this guide. The Unisys e-@ction Source
Capture Network Document Processor Reference Card is shipped with the
unit.
Source NDP documents are available from the Unisys Bookstore. You can
also place orders through your local marketing representative or distributor.
The Installation and Operation Guide is also available as an electronic file in
PDF format on the Source NDP CD-ROM that is shipped with the unit.
Other documentation for system installers and administrators is on the
Source NDP CD-ROM.
Ordering Supplies and Replacement Items
Source NDP Starter Kits, supplies, and replacement items are available from
Unisys Direct. Power cords are available through your local Unisys sales
office. Refer to Appendix C for more information.
Source NDP Networked Document Processor
14 4326 6295002
Getting Assistance and Support
Go to your supervisor or site administrator for assistance with questions or
problems. If needed, they will contact the appropriate person or organization
to resolve questions or problems. They will also contact your marketing
representative, distributor, or local Unisys office to resolve questions about
shipped items.
A set of frequently asked questions (FAQs) and answers is included on the
Source NDP CD-ROM. For the most up-to-date FAQs and other support
questions, contact Unisys InfoAdvisor at
http://www.infoadvisor.com
For more information about Source NDP products, contact Unisys Payment
Systems at
http://www.unisys.com/marketplace/products/psd
For support contact information, refer to the detachable reference card
shipped with the Source NDP, or access the Unisys support site from
http://www.Unisys.com
4326 6295002 21
Section 2
Source NDP Installation and
Deinstallation
Source NDP units are designed for easy installation by an operator without
previous computer experience. However, before you install or operate the
unit, a site installer who has computer experience and knowledge of networks
must complete other installation tasks. Network configuration, Source NDP
Manager software installation, and connecting the Source NDP unit to a PC or
LAN is described in electronic documents included on the Source NDP CD-
ROM.
This section describes the following Source NDP installation tasks that are
intended for an operator:
Checking shipped Source NDP items
Selecting a place for the Source NDP unit
Installing the Source NDP unit
Save the shipping carton and packing materials for possible service
returns.
Uninstalling a Source NDP unit and packing it for shipping is described at the
end of this section.
Source NDP Installation
22 4326 6295002
Checking Shipped Items
Check that the items shown in Figure 2-1 are included with the Source NDP
unit.
Legend
1 Source NDP
2 Source NDP CD-ROM -- includes documentation, a training video, and a help (CHM)
file with installation, network, and support information
3 Ferrite bead in nylon case (required for some systems)
4 Inkjet print cartridge (shipping container is shown)
5 PC card
6 Check limiters -- preinstalled (short check limiters are available from Unisys Direct)
7 AC power cord
8 External power supply (automatically senses 50 or 60 cycle power) with attached DC
power cable
9 Source NDP Track Clearing Card / Source NDP Operation Reference Card stored in
document holder in base of machine
10 Source NDP Installation and Operation Guide shipped as electronic and printable
document on the Source NDP CD-ROM
Figure 21. Shipped Items
Source NDP Installation
4326 6295002 23
Starter Kits
Starter kits (part number 75-0316-903) are available from Unisys Direct and
can be customized at the clients request to include items such as cleaning
supplies, extra consumable items, and replacement items. Refer to Appendix
C for ordering information.
Selecting a Place for the Source NDP Unit
Select a flat, stable surface for installing the Source NDP unit. The unit can
be placed next to a teller, between tellers, or in another convenient location.
A local PC workstation is required for Source NDP operation only if the site
has determined that the Source NDP unit will not be connected to a LAN.
A Source NDP is designed to require minimum space for operation. However,
it is important to allow clearance around the unit as follows:
Allow clearance at the front of the unit to load and remove documents.
Allow clearance above the unit to remove the covers and to permit
access to the track.
Allow clearance at the rear of the unit to protect the connection between
the LAN cable and the PC Card.
Source NDP Installation
24 4326 6295002
Before You Begin
The Source NDP is designed for installation by an operator. Someone at your
site must furnish a LAN connection or a connection to a local workstation.
Someone must also install system software along with application software or
a Source NDP exerciser program.
Before you begin processing documents, follow the instructions in Section 3
of this guide to adjust the check limiters and set up the endorser.
Overview of Hardware Installation
Follow the steps in Figure 2-2 to install the Source NDP unit. For detailed
instructions, refer to Installing the Source NDP Unit, later in this section.
Caution
Attach the power cord to the Source NDP unit and plug the cord into a
power outlet before inserting the PC Card. Otherwise, electrostatic
discharge may damage the unit.
Source NDP Installation
4326 6295002 25
Legend
1 Make sure that the Power On/Off switch is in the Off (O) position.
2 Connect the DC power cable to Source NDP unit.
3 Connect the AC power cord to the power supply.
4 Connect the AC power cord to a power outlet.
5 If one is provided, install the ferrite bead in its nylon case on the cable attached to
the PC Card.
6 Connect the cable from the LAN or PC to the PC Card.
7 Insert the PC Card into slot at the back of the Source NDP unit.
8 Install the Inkjet print cartridge in the holder under the top-right cover.
A Connect the LAN cable or direct-connect (crossover) cable to the LAN card in the
host PC. (This task is normally done by the person responsible for site installation.)
Figure 22. Overview of Source NDP Installation
Source NDP Installation
26 4326 6295002
Installing the Source NDP Unit
Follow these steps to install a Source NDP:
1. Make sure the Power On/Off switch shown in Figure 2-3 is in the Off (O is
depressed) position.
Figure 23. Power On/Off Switch
2. Connect the DC power cable attached to the power supply to the rear of
the document processor. The round, 8-pin plug fits only one way into the
unit. Refer to Figure 2-4.
Figure 24. Connecting the DC Power Cable
Source NDP Installation
4326 6295002 27
3. Connect the female end of the AC power cord to the power supply as
shown in Figure 2-5.
Figure 25. Connecting the AC Power Cord to the Power Supply
4. Plug the male end of AC power cord into the AC power source (wall
outlet). Refer to Figure 2-6.
Note: If there is power, you will hear the fan in the power supply.
Figure 26. Plugging in the Power Cord
Source NDP Installation
28 4326 6295002
5. Connect the cable from the LAN or PC (installed by your system installer)
to the PC Card. Refer to Figure 2-7.
Figure 27. Connecting the LAN Cable to the PC Card
6. Install the ferrite bead in its nylon case, which is shipped with the
Source NDP unit, as follows:
Note: Some systems do not require a ferrite bead, in which case, it is
not shipped with the system.
a. Open the nylon case enclosing the ferrite bead.
b. Place the case over the cable attached to the PC Card, as shown in
Figure 2-8.
Figure 28. Installing the Ferrite Bead
Source NDP Installation
4326 6295002 29
c. Snap the nylon case closed. The position of the ferrite bead on the
cable is shown in Figure 2-9.
Figure 29. Position of the Ferrite Bead
7. Insert the PC Card into the slot at the rear of the Source NDP as shown in
Figure 2-10.
Figure 210. Inserting the PC Card
/