CashPro Online and Mobile Quick Reference Guide

advertisement
CashPro® Online
CashPro® Online and Mobile Quick Reference Guide
Technical Requirements
CashPro® Online
Table of Contents
About this Guide...............................................................................................................................3
CashPro Online Hardware and Software Requirement......................................................4
Supplemental Technical Service Requirements...................................................................6
CashPro Mobile Hardware and Software Requirements...................................................8
Identifying Your Internet Browser Version............................................................................9
Configuring Your Internet Explorer v.8 - v.11 Browser...................................................10
CashPro® Online Quick Reference Guide
2
CashPro® Online
About this Guide
This CashPro® Online quick reference guide provides the hardware and software required to make your system
compatible with the CashPro Online portal and its supporting services. Bank of America Merrill Lynch completes a
rigorous testing process of all requirements before recommending them for use with CashPro Online and Mobile.
In addition, you will learn how to:
▪▪
Identify your internet browser version.
▪▪
Configure your Internet Explorer® v.8 thru v.11 browser, if applicable.
Each of the above topics includes step-by-step instructions for performing a specific task. You can review all of the
tasks in this guide or review the task that is specific to your interest.
Note: You can print each topic individually for your convenience, if desired.
CashPro® Online Quick Reference Guide
3
CashPro® Online
CashPro® Online
Technical Support
Go to CashPro Online > Support >
Help > Contact Us.
CashPro Online Hardware and Software Requirements
Introduction
The following table provides the minimum hardware and software requirements required to make your system
compatible with CashPro® Online. You will achieve better results if your system meets the recommended
configuration.
Note: There are supplemental requirements for the Receivables, Remote Deposit, Trade Pro®, and Foreign Exchange
services. Refer to Supplemental Technical Service Requirements for more information.
Minimum and Recommended Hardware and Software
Equipment
Manufacturer
Minimum
Recommended
Device
Personal Computer
Personal Computer OEM
Personal Computer OEM
Apple®
Mac
Mac
Microsoft®
*Meets minimum standards for
Windows XP
Meets minimum standards for
Windows 8.1
Apple
Meets minimum standards for
MAC OS X 10.6
Meets minimum standards for
MAC OS X 10.9
RAM (Memory)
2 GB or greater
4 GB or greater
Monitor
SVGA 1024 x 768 resolution
SVGA 1280 x 1024 resolution
Internet Connection
4 Mbps or higher
10 Mbps or higher
Acrobat Reader® v8.0
Acrobat Reader v10.1 or higher
Microprocessor
File Viewer Software
Adobe
*Important Note: Microsoft announced it will end support for Windows XP on April 8, 2014. Based on the
Microsoft announcement, we strongly encourage your organization to begin plans to move to an updated operating
system. An updated operating system offers increases in operational efficiency through improved PC security and
management. It also enables your organization to take advantage of the latest technology trends. Without Microsoft
support security updates, non-security hotfixes, free or paid assisted support options, or online technical content
updates from Microsoft, running Windows XP may expose your company to potential risks. Bank of America Merrill
Lynch plans to discontinue support during the second half of 2014.
Return to Table of Contents
CashPro® Online Quick Reference Guide
4
Minimum and Recommended Operating Systems and Internet Browsers
Operating Systems
Internet Browsers
Recommended Version
Microsoft Windows 8.1 32-bit or 64-bit
Internet Explorer® v.7 – v.11
Internet Explorer v.11
Mozilla Firefox® v.5 – v.26
Mozilla Firefox v.26
Google Chrome® v.31
Google Chrome v.31
Internet Explorer® v.7 – v.11
Internet Explorer v.11
Mozilla Firefox® v.5 – v.26
Mozilla Firefox v.26
Google Chrome® v.31
Google Chrome v.31
Internet Explorer v.8.0 – v.9.0
Internet Explorer v.9.0
Mozilla Firefox v.5 – v.26
Mozilla Firefox v.26
Google Chrome® v.31
Google Chrome v.31
Safari® v.5.0 – v.7
Safari v.7
Mozilla Firefox v.5 – v.26
Mozilla Firefox v.26
Google Chrome v.31
Google Chrome v.31
Safari v.5.0 – v.7
Safari v.7
Mozilla Firefox v.5 – v.26
Mozilla Firefox v.26
Google Chrome v.31
Google Chrome v.31
Safari v.5.0 – v.7
Safari v.7
Mozilla Firefox v.5 – v.26
Mozilla Firefox v.26
Google Chrome v.31
Google Chrome v.31
Microsoft Windows 7 SP1 32-bit or 64-bit
Microsoft Windows XP SP3
Apple Mac OS X 10.8.2 Mountain Lion
Apple Mac OS X 10.7 Lion
Apple Mac OS X 10.6 Snow Leopard
Notes:
▪▪
To identify your browser, refer to Identifying Your Internet Browser Version for more information.
▪▪
If your system has Microsoft Internet Explorer v.8 thru v.11, use compatibility view for optimal performance.
For more information, refer to Configuring Your Internet Explorer v.8 thru v.11 Browser.
▪▪
Supplemental internet browser requirements are provided for the Receivables, Remote Deposit, Trade Pro®,
and Foreign Exchange services. Refer to Supplemental Technical Service Requirements for more information.
Return to Table of Contents
CashPro® Online Quick Reference Guide
5
CashPro® Online
CashPro® Online
Technical Support
Go to CashPro Online > Support >
Help > Contact Us.
Supplemental Technical Service Requirements
Introduction
In addition to CashPro® Online portal requirements, select services within CashPro Online have additional hardware
or software requirements. This card provides the supplemental technical requirements for the following CashPro
Online services:
▪▪
Receivables
▪▪
Remote Deposit
▪▪
Trade Pro®
▪▪
Foreign Exchange
Receivables
Receivables has the following supplemental requirements:
Equipment
Manufacturer
Minimum Requirement
Recommended Requirement
Software
Java®
JRE 1.4.2 or higher
JRE 1.4.2 or higher
Remote Deposit
Supplemental requirements vary based on scanner model. Refer to Remote Deposit Technical Requirements for more
information.
Existing CashPro Online users can go to CashPro University > Receipts > Remote Deposit > Learn More >
Technical Requirements to access this information.
Return to Table of Contents
CashPro® Online Quick Reference Guide
6
Trade Pro
Trade Pro has the following supplemental requirements:
Equipment
Manufacturer
Minimum Requirement
Recommended Requirement
Internet Browser
Microsoft
Internet Explorer® v.7 32-bit
Internet Explorer® v.9
Mozilla
Mozilla Firefox® v.5
Mozilla Firefox® v.26
Important: All other internet browsers, including Apple Safari 5.X, are not compatible with Trade Pro.
Foreign Exchange
Foreign Exchange has the following supplemental requirements:
Equipment
Manufacturer
Minimum Requirement
Recommended Requirement
Internet Browser
Microsoft
Internet Explorer® v.7 32-bit
Internet Explorer® v.9
Mozilla
Mozilla Firefox® v.5
Mozilla Firefox® v.26
Return to Table of Contents
CashPro® Online Quick Reference Guide
7
CashPro® Online
CashPro® Online
Technical Support
Go to CashPro Online > Support >
Help > Contact Us.
CashPro Mobile Hardware and Software Requirements
Introduction
CashPro® Mobile is a worldwide client access channel designed to ultimately provide flexible access to a critical set
of treasury, credit, and liquidity functions outside of your traditional office workstation. CashPro Mobile security
features are integrated with CashPro Online, using industry best practices.
CashPro Mobile comes with several robust security features:
▪▪
Virtual 24/7 monitoring provided by the Security Operations Center to help detect unauthorized activity
▪▪
Device recognition and 128-bit secure socket layer (SSL) encryption
▪▪
Automatic logout after inactivity and password expiration every 90 days
To achieve optimal CashPro Mobile performance, your mobile device should meet or exceed these minimum
hardware and software requirements.
CashPro Mobile Device Requirements1
Supported Smartphones
Minimum
Recommended
Apple® iPhone 4 and 5
iOS v7.0
iOS v7.0
Apple iPad 2, 3, and air
iOS v7.0
iOS v7.0
Blackberry® Torch 9800
6.0.0.141
6.0.0.141
Google® Nexus 5
Android 4.4
Android 4.4
Google Nexus Tablet 7, 10
Android 4.4
Android 4.4
Microsoft® Windows RT
Internet Explorer v10.0
Internet Explorer v10.0
Samsung Galaxy 4S
Android 4.3
Android 4.3
Samsung Galaxy Tablet 2 10.1
Android 4.3
Android 4.3
These devices were tested and approved for maximum CashPro Mobile performance; however, devices with comparable operating systems may also be used.
When using an operating system lower than those listed above, some functionality may not work as designed, and images may display out of alignment. Review
your device’s documentation for directions, availability, and assistance to upgrade your device’s operating system.
1
Return to Table of Contents
CashPro® Online Quick Reference Guide
8
CashPro® Online
CashPro® Online
Technical Support
Go to CashPro Online > Support >
Help > Contact Us.
Identifying Your Internet Browser Version
Introduction
This card provides the information needed to identify your internet browser version within Microsoft Internet
Explorer®, Mozilla Firefox®, Google Chrome®, and Apple Safari®.
Procedure
To identify your internet browser version, complete the following:
1. Open your internet browser.
2. Complete one of the following:
If...
Then...
Internet Explorer
a. Click Help in the menu bar.
b.Select About Internet Explorer from the drop-down menu. The About Internet Explorer window
displays.
c. Locate the version information in the Version field.
Firefox
a. Click Firefox in the menu bar.
b.Click Help.
c. Select About Firefox from the drop-down menu. The About Mozilla Firefox window displays.
d.Locate the version number. The version number displays under the Firefox name.
Chrome
a. Click
on the right.
b.Select About Google Chrome from the drop-down menu. The About screen displays.
c. Locate the version number.
Safari
a. Click Safari in the menu bar.
b.Select About Safari from the drop-down menu. A dialog box displays.
c. Locate the version number. The version number displays outside the parentheses.
This completes the procedure.
Return to Table of Contents
CashPro® Online Quick Reference Guide
9
CashPro® Online
CashPro® Online
Technical Support
Go to CashPro Online > Support >
Help > Contact Us.
Configuring Your Internet Explorer v.8 - v.11 Browser
Introduction
This card provides the information needed to properly configure your Microsoft Internet Explorer® v.8 thru v.11
browser for CashPro® Online.
Procedure
To configure your Internet Explorer v.8 thru v.11 browser, complete the following:
1. Open Internet Explorer.
2. Click Tools > Internet Options. The Internet Options window displays.
3. Click Security > Trusted Sites.
4. Is the Enable Protected Mode check box selected?
If...
Then...
Yes
a. Clear the check box.
b.Click OK.
c. Close all Internet Explorer windows.
d.Reopen Internet Explorer.
e. Click Tools > Internet Options. The Internet Options window displays.
f. Go to step 5.
No
Go to step 5.
5. Click Security > Trusted Sites.
6. Click Custom Level. The Security Settings - Trusted Sites Zone window displays.
7. Scroll to the ActiveX controls and plug-ins settings.
8. Select Enable (or Prompt) for the Initialize and script ActiveX controls not marked as safe for scripting
setting.
Return to Table of Contents
CashPro® Online Quick Reference Guide
10
9. Select Prompt for all other ActiveX settings that are currently marked Disable.
10.Click OK.
11.Click Sites. The Trusted sites window displays.
12.Enter each of the following individually in the Add this website to the zone field. Click Add after each entry:
▪▪
https://bankofamerica.com
▪▪
https://cashproonline.bankofamerica.com
▪▪
https://cashproonlineca.bankofamerica.com
13.Complete the following if you subscribe to Check Management, Global Payments, or Receivables:
For...
Then...
Check
Management
a. Enter each of the following individually in the Add this website to the zone field. Click Add
after each entry.
▪▪ cpochksvc.bankofamerica.com
▪▪ cpocsrstatic-prod1.bankofamerica.com
▪▪ cpocsrstatic-prod2.bankofamerica.com
▪▪ cpochksvcsplash-prod1v.bankofamerica.com
▪▪ cpochksvcsplash-prod2v.bankofamerica.com
b.Go to step 14.
Global Payments
a. Enter each of the following individually in the Add this website to the zone field. Click Add
after each entry:
▪▪ https://cashproonline.bankofamerica.com
▪▪ https://cpopayments-cdn1.cpoacc.com
▪▪ https://cpopayments-cdn2.cpoacc.com
▪▪ https://cashproonline-cdn1.cpoacc.com
▪▪ https://cashproonline-cdn2.cpoacc.com
b.Go to step 14.
Receivables
a. Enter https://cporms.bankofamerica.com in the Add this website to the zone field.
b.Click Add.
c. Go to step 14.
14.Click Close.
15.Click OK.
16.Select Tools > Compatibility View Settings. The Compatibility View Settings window displays.
17.Enter bankofamerica.com in the Add this website field.
18.Click Add. If you use Audit Log and/or Global Payments, add cashproonline.bankofamerica.com.
19.Click Close.
20.Select Tools > Internet Options. The Internet Options window displays.
21.Click Connections.
22.Click LAN settings.
Return to Table of Contents
CashPro® Online Quick Reference Guide
11
23.Select the Automatically detect settings check box, if not already selected.
24.Click OK.
25.Click OK.
This completes the procedure.
Return to Table of Contents
“Bank of America Merrill Lynch” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives and other commercial banking activities are
performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally
by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional
Clearing Corp., both of which are registered as broker-dealers and members of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. Merrill Lynch, Pierce, Fenner & Smith Incorporated and
Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA.
Investment products offered by Investment Banking Affiliates:
Are Not FDIC Insured * May Lose Value * Are Not Bank Guaranteed.
© 2014 Bank of America Corporation.
Ouvidoria Bank of America Merrill Lynch1 | DDG: 0800 886 2000 | e-mail: [email protected]
1
Bank of America Merrill Lynch Banco Múltiplo S.A. e Merrill Lynch S.A. Corretora de Títulos e Valores Mobiliários
CashPro® Online Quick Reference Guide
12
Download