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ATMdesk Pro2S Setup Manual

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ATMdesk/Pro ATMdesk/2 ATMdesk/S 3 rd Party Diagnostic Solution for NCR 56xx 58xx (Personas), 53xx (Easypoint) and 66xx (SelfServ) ATMs Setup and Handling Manual Version 7.4 © 2007- 2011 ATMdesk GmbH.
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Page 1: ATMdesk Pro2S Setup Manual

ATMdesk/Pro ATMdesk/2

ATMdesk/S

3rd Party Diagnostic Solution for NCR 56xx

58xx (Personas), 53xx (Easypoint)

and 66xx (SelfServ) ATMs

Setup and Handling Manual

Version 7.4

© 2007- 2011 ATMdesk GmbH.

Page 2: ATMdesk Pro2S Setup Manual

ATMdesk/Pro, /2 and /S Setup and Handling Manual

© 2007- 2011 ATMdesk GmbH Page 2 of 21

NOTICE WHILE THE INFORMATION IN THIS PUBLICATION IS BELIEVED TO

BE ACCURATE, ATMDESK MAKES NO WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, WITH REGARD TO THIS MATERIAL INCLUDING, BUT NOT LIMITED TO ANY WARRANTY OF TITLE OR OWNERSHIP, IMPLIED WARRANTY OF MERCHANTABILITY OR WARRANTY OF FITNESS FOR PARTICULAR PURPOSE OR USE. In no event shall ATMdesk be liable for errors contained herein or for indirect, incidental, special, consequential, reliance or cover damages, including loss of profits, revenue, data or use, incurred by any user or any third party.

This document contains information which is protected by copyright. All Rights

Reserved. No part of this work covered by copyright herein may be reproduced or used in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, taping, or information storage and retrieval systems - without permission of the copyright owner.

ATMdesk is registered trademark of ATMdesk GmbH. Other product names mentioned herein are used for identification purposes only

and may be trademarks and/or registered trademarks of their respective companies. It is the policy of ATMdesk GmbH to improve products as new technology,

components, software, and firmware become available. Therefore delivery, availability and specifications are subject to change without prior notice.

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ATMdesk/Pro, /2 and /S Setup and Handling Manual

© 2007- 2011 ATMdesk GmbH Page 3 of 21

Change Sheet

Title: ATMdesk/Pro, /2 and /S Setup and Handling Manual

Rev Date Section Description of Change

A 10/07/08 All Initial release

B 23/08/08 All Updated to Software Version 5.0

C 03/05/09 All Updated to Software Version 6.0 D 03/03/10 4.4 Updated to Software Version 6.4

Safe Mode added

E 22/03/10 2 Updated to Software Version 6.4.1 Bootable CD option added

F 01/07/10 All Updated to Software Version 7.0

G 02/08/10 2 Updated to Software Version 7.1 Bootable USB option added

H 14/02/11 1 Media Creator System Requirements added

7.4 12/04/11 2 Download and CD burning process updated

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ATMdesk/Pro, /2 and /S Setup and Handling Manual

© 2007- 2011 ATMdesk GmbH Page 4 of 21

Table of Contents 1 Introduction ........................................................................................... 5

1.1 System Requirements – ATMdesk/Pro, /2 and /S ....................... 5 1.2 System Requirements – Bootable Media Creator ....................... 5 1.3 Key Devices and Authorization .................................................. 6 1.4 ATMdesk/Pro, /2 and /S .............................................................. 6 1.5 ATMdesk/Demo .......................................................................... 6

2 Downloading and Running the Software .............................................. 7

2.1 Downloading ATMdesk/Demo ................................................... 7 2.2 Downloading ATMdesk/Pro, /2 and /S ....................................... 7 2.3 Building Bootable Media ............................................................ 8 2.4 Booting the ATM ........................................................................ 9

3 ATMdesk License System .................................................................. 12

3.1 Key Device ................................................................................ 12 3.2 Usage License ........................................................................... 12 3.3 Authorization Procedure ........................................................... 13

4 Handling Key Devices ........................................................................ 17

4.1 Installing Java ............................................................................ 17 4.2 Connecting Key Device ............................................................ 18 4.3 Loading the License .................................................................. 19 4.4 Protecting the Key ..................................................................... 20

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ATMdesk/Pro, /2 and /S Setup and Handling Manual

© 2007- 2011 ATMdesk GmbH Page 5 of 21

1 Introduction

ATMdesk/Pro, /2 and /S (referred to as ATMdesk herein) is a Linux-based

software product designed for testing NCR ATMs in the field or in the workshop. ATMdesk boots and runs entirely from a removable media (Floppy, CD or USB flash disk).

1.1 System Requirements – ATMdesk/Pro, /2 and /S

• NCR 56xx/58xx/53xx/66xx ATM with the following PC Cores: o HI3 (ASB motherboard) o LPX (ELSB, Diamond, Trent motherboards) o NLX (PELE, Phantom, PELE2 motherboards) o ATX (PIVAT, Talladega motherboards)

• Processor: Minimum 486SX-25; Recommended Pentium1-90

o ATMdesk is not compatible with 386-based motherboards (ISA-TCM PC Core motherboards and original HI3 motherboard).

• Memory: Minimum 12MB; Recommended 16MB o Running on 8MB of memory is currently not supported. 8MB systems

would require separate ATMdesk version which may be implemented upon request.

• Floppy Disk drive or CD-ROM drive or USB port o Booting from FDD or CD or USB must be enabled in ATM BIOS,

according to the type of media you use to boot from.

• PS2 keyboard port or USB port or MCRW with Smart Card Interface o PS2 keyboard port or USB port is used for ATMdesk authorization with

USB/PS2 Key. Smart Card reader is used for authorization with Smart Card Key. At least one of these must be available on the ATM, according to the type of key you use for authorization (see below). This does not apply to ATMdesk/Demo which does not require a key.

1.2 System Requirements – Bootable Media Creator

ATMdesk/Pro, /2 and /S is placed on a bootable media (Floppy, CD or USB flash disk) using a dedicated Media Creator Utility, downloadable from http://www.atmdesk.com. The utility should be run on a PC with the following system requirements:

• Operating System: Windows XP (SP2/SP3), Windows Vista or Windows 7 • Memory: Minimum 256MB • 3.5” Floppy drive, CD-RW drive or USB port, according to media type required

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1.3 Key Devices and Authorization

ATMdesk (except ATMdesk/Demo) requires authorization upon start-up. This is achieved using a Key Device, which can be one of the following:

• Smart Card Key. When prompted, the Smart Card Key should be inserted into ATM’s Card Reader. The ATM must be equipped with Smart Card Reader in order to use ATMdesk Smart Card Key for authorization.

• USB/PS2 Key. When prompted, the Key should be inserted into ATM’s PC Core USB port (if present) or into PS2 keyboard port (via standard USB-PS2 converter for mouse). This type of ATMdesk key can be used on all ATMs since at least PS2 keyboard port is always present.

1.4 ATMdesk/Pro, /2 and /S

ATMdesk/Pro, ATMdesk/2 and ATMdesk/S are designed to run on particular ATM series:

• ATMdesk/2 can be run on NCR 56xx, 58xx and 53xx (SDC-based ATMs). • ATMdesk/S can be run on NCR 66xx SelfServ (USB-based ATMs). • ATMdesk/Pro can be run on all NCR ATMs, both SDC- and USB-based.

The software itself (Floppy, CD or USB flash disk) is the same in all three cases.

The difference is in the ATMdesk license loaded to the Key Device. NOTE: “Hybrid”ATMs (ATMs that have both SDC and USB devices, like first-out

66xx or field-upgraded 58xx) can only be tested with ATMdesk/Pro.

1.5 ATMdesk/Demo

ATMdesk/Demo is a function-limited version of ATMdesk/Pro freely available for evaluation purposes.

When running ATMdesk/Demo on an ATM, no authorization is required, and

therefore no Key Device is necessary. ATMdesk/Demo fully recognizes all supported ATM devices, however only few

diagnostic tests are fully functional. Some of the tests are not available at all; some other tests, while available, do not display their results (MSTATUS/MDATA). Only first few records of the ATM Error Logs are displayed.

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2 Downloading and Running the Software

Download ATMdesk Self-Extracting Archive from http://www.atmdesk.com website Download section.

If your firewall blocks executable (EXE) files, download zip archive. You will

need to unzip it before running.

2.1 Downloading ATMdesk/Demo

ATMdesk/Demo is freely available for all visitors. All you need is to fill simple request form:

The download link will be sent to you by e-mail. Please provide a valid e-mail

address and please make sure the mail from ATMdesk is not diverted to a spambox. The e-mail should arrive nearly immediately. Click on the link in the message or

copy and paste it into browser’s address bar:

Your download should begin automatically. If it does not (because your browser

has blocked automatic file download), click the link provided.

2.2 Downloading ATMdesk/Pro, /2 and /S

Purchasing customers of ATMdesk/Pro, /2 and /S are given a Customer Account on http://www.atmdesk.com.

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© 2007- 2011 ATMdesk GmbH Page 8 of 21

To download your ATMdesk/Pro, /2 and /S, first login using name and password provided to you. Your files are available in Download section:

NOTE: We strongly recommend changing default password on your first login.

2.3 Building Bootable Media

Run the downloaded program. NOTE: You should run the downloaded program file, not just copy it to a

floppy/flash/CD disk. The program unpacks appropriate disk image which must be then written sector-by-sector to the disk.

To write ATMdesk to a floppy, insert a floppy disk, select appropriate drive and

press “Write” button. To write ATMdesk to a CD, insert a CD-R or CR-RW disk, select appropriate

drive and press “Write” button. CD-RW disk will be erased if necessary. NOTE: CD burning on Windows XP only may require installation of an

additional Microsoft component named “Windows Feature Pack for Storage 1.0”. Please process with installation if prompted (reboot will be required). Windows Vista and Windows 7 have CD burning support built-in.

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To write ATMdesk to the USB Key Device, insert it into a USB port, select

appropriate drive and press “Write” button. NOTE: ATMdesk can be only written to the ATMdesk USB Key Device but not on

a generic USB Flash Disk.

IMPORTANT: To use USB Key Device as a flash drive, its firmware must be updated to version 3.0 or higher. The firmware can be updated by connecting your USB Key Device to the http://www.atmdesk.com “Refill Your Key” page (see [4.3]); the update process is performed automatically if necessary and you will be notified about current firmware version.

2.4 Booting the ATM

ATMdesk is a Linux based software which boots and runs entirely from a removable media (Floppy, CD or USB disk). There's no installation procedure as such, you just boot your ATM using your ATMdesk Floppy, CD-ROM or USB Key.

Before you boot your ATM, you may need to check the following:

• Booting from the FDD/CD/USB is allowed in the ATM's System BIOS.

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• Boot sequence is set up so ATM will boot from FDD/CD/USB first. NOTE: Booting from USB is only supported on PIVAT (Pentium-4) and Talladega

(Intel Core) PC cores. • To boot from ATMdesk USB Key Device on a PIVAT core, enable booting from

USB-ZIP drive in the BIOS Setup menu. • To boot from ATMdesk USB Key Device on a Talladega core, enable booting

from USB:ATMdesk removable drive in the BIOS Setup menu. The USB Key must be inserted on boot for this option to appear in the menu. You may also need to adjust priorities of the removable drives so that USB:ATMdesk takes precedence over the floppy drive.

While ATM starts up, make note of the "booting....." label followed by Linux

system messages. At this stage the Linux operating system is booting; this process takes just few seconds on modern motherboards but it can take up to 1-2 minutes on slow processors:

When it comes to ATMdesk launch, you should see device scanning screen. At

this stage ATMdesk is discovering ATM devices connected to the ATM; this process usually takes 1-2 minutes:

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If Extended Operator Panel (EOP) or Graphic Operator Panel (GOP) is found, it

automatically becomes active and an "OUT OF SERVICE" message appears on the front monitor. This facilitates ATMdesk usage on through-the-wall ATMs.

If you are running ATMdesk/Demo, you are forwarded directly to the ATMdesk

Main Menu. If you are running ATMdesk/Pro, /2 and /S, you are prompted to insert your Key

Device first to allow system to authorize. This is explained in details in the following sections.

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© 2007- 2011 ATMdesk GmbH Page 12 of 21

3 ATMdesk License System

ATMdesk/Pro, /2 and /S consist of two items to order:

• one or more Key Devices and • one or more Usage Licenses

3.1 Key Device

Key Device is a hardware asset that holds your Usage Licenses for ATMdesk. There are two types of Key Devices to choose from when you place your order:

• Smart Card Key • USB/PS2 Key

The Smart Card Key is a very convenient item to carry around in your wallet;

however it requires that all your ATMs are equipped with a Smart Card Reader. NOTE: If you need to repair Smart Card Reader itself, you can bypass ATMdesk

authorization and run it in Demo Mode. All Smart Card Reader tests are fully available in Demo Mode.

The USB/PS2 Key is a small USB stick, which can also be inserted into PS2

keyboard port via standard USB-PS2 converter for mouse. USB/PS2 Key requires either USB or PS2 keyboard ports on the ATM; since PS2 port is always present this is more universal solution.

Keys are typically ordered on "per Engineer" basis. Before a key can be used for

ATMdesk authorization, it must be loaded with a Usage License (see below):

• You can order your keys pre-loaded with a chosen Usage License, or • You can order keys and licenses separately and load the keys yourself.

The keys are reusable – if loaded with a Usage License which expires, the key can

be later re-loaded with another Usage License. This is explained in details in the following sections.

3.2 Usage License

Usage License is your right to use ATMdesk with or without certain limitations. The Usage License is loaded into your Key Device. There are three types and three levels of Usage Licenses:

Types:

• Use Limited License • Time Limited License • Unlimited License

Levels: • ATMdesk/2 License • ATMdesk/S License • ATMdesk/Pro License

There are 9 combinations to choose from when placing your order (e.g.

ATMdesk/2 Time Limited, ATMdesk/2 Unimited, ATMdesk/Pro Unlimited and so on).

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An ATMdesk/2 License allows you to run ATMdesk on NCR 56xx, 58xx and 53xx (SDC-based ATMs).

An ATMdesk/S License allows you to run ATMdesk on NCR 66xx SelfServ

(USB-based ATMs).

An ATMdesk/Pro License allows you to run ATMdesk on all NCR ATMs, both SDC- and USB-based.

A Use Limited License is where you “pay-per-use”: it allows for certain number or runs of ATMdesk. One ATMdesk start-up (ATM boot) is counted as one "run". There’s no limitation on how many ATMs you service, or how long this license is valid.

Example: 50 runs of Use-Limited License are purchased. 30 runs are loaded into

one key, and 20 runs are loaded into another key. The first key is then valid for 30 runs of ATMdesk on any ATM. The second key is valid for 20 runs of ATMdesk on any ATM. There’s no time limitation for any of these keys, all runs can be used within one day or within ten years.

Once used up, the keys can be loaded again with new Usage License of the same or another type.

A Time Limited License is where you “pay-per-time”: it allows for certain period

(in months) of ATMdesk usage. There’s no limitation on how many ATMs you service, or how many times you use your ATMdesk during this period.

Example: 12 months of Time-Limited License are purchased. 3 months are loaded

into one key, and 9 months are loaded into another key. The first key is then valid for 3 consecutive month of ATMdesk usage on any ATM, starting from the day of loading. The second key is valid for 9 consecutive month of ATMdesk usage on any ATM, starting from the day of loading. There’s no use limitation for any of these keys, you can run ATMdesk as many times as you need during license validity period.

Once expired, the keys can be loaded again with new Usage License of the same or another type.

An Unlimited License is where you “pay-once-use-forever”: it allows for

unlimited usage of ATMdesk. There’s no limitation on how many ATMs you service, or how many times you use your ATMdesk, or how long you use your ATMdesk.

Example: 2 Unlimited Licenses are purchased and loaded into two keys. Both keys

are then valid for unrestricted use of ATMdesk on any ATM, without run number or time limitations. The keys will never expire.

3.3 Authorization Procedure

Once ATMdesk completes its initial device scanning process, you are prompted to insert your Key Device:

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If you have Smart Card Key, insert it into ATM Card Reader. If you have USB/PS2 Key, insert it into ATM USB port or PS2 keyboard port (using USB-PS2 converter for mouse).

NOTE: When using PS2 port, make sure you insert your key to PS2 keyboard port. The key will not work if inserted into PS2 mouse port.

If your key has PIN protection set, you are asked for the PIN:

Enter 4-digit PIN assigned to this key. WARNING: You have 3 attempts to enter correct PIN; if a wrong PIN is entered 3

times in a row, the key will lock up. Locked key can only be unlocked via your Customer Account on www.atmdesk.com.

The PIN prompt does not appear if key is not PIN-protected. PIN protection is

explained in details in the following sections. Authorization typically takes 3-4 seconds. On success, you are prompted to

remove your key (Smart Card Key is ejected at this stage) and the Main Menu appears.

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© 2007- 2011 ATMdesk GmbH Page 15 of 21

Key with a Use-Limited License:

Key with a Time-Limited License:

Key with an Unlimited License:

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ATMdesk/Pro, /2 and /S Setup and Handling Manual

© 2007- 2011 ATMdesk GmbH Page 16 of 21

If your license is expired, for example Time-Limited License is over, you are

prompted to remove your key (another valid key can be then inserted):

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4 Handling Key Devices

Purchasing customers of ATMdesk/Pro, /2 and /S are given a Customer Account on http://www.atmdesk.com.

Once you login into your Customer Account, you will be able to do the following:

• Download ATMdesk/Pro, /2 and /S • Refill your expired Key Devices (load new Usage License) • Protect your Key Devices (set PIN and/or Expiration Date) • Change your name, email address and password

NOTE: It is strongly recommended to change your default password on your first

login.

4.1 Installing Java

Java 6 (Java Runtime Environment 1.6.x) or later is required to access a Key Device from within your browser. When you first open “Refill Your Key” page, you will see the following:

Unless you have Java already installed, you will see after few seconds:

Click the link and follow instructions there to install Java. Reload the page; now

you will see (a security prompt may appear to allow Java applet to be run):

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4.2 Connecting Key Device

Your Key Device needs to be connected to your PC before you can handle it from within your browser.

If you have Smart Card Key, you will need a smart card reader for PC (USB or

similar, purchased separately). Install your reader as instructed by the manufacturer; Windows Vista and Window 7 usually find smart card readers automatically; Windows XP and other operating systems may need driver disk supplied with the reader. Then insert your Smart Card Key into the reader.

If you have USB/PS2 Key, you will simply insert it into USB port of your PC.

Windows Vista will automatically discover your key as a smart card reader; Windows XP may need a driver which can be downloaded from http://www.atmdesk.com website Install Drivers section under Customer Menu.

Windows 7 may also need additional driver for the Smart Card (applied to both

Smart Card Key and USB/PS2 Key), which can be also downloaded from http://www.atmdesk.com website Install Drivers section under Customer Menu.

NOTE: Do not connect your USB/PS2 Key to the PS2 port of your PC, even if you

have one unused. USB/PS2 Key can only work via USB under Windows.

When the Key is connected to your PC, you will see the following:

If you key has a valid Usage License loaded, you will see after few seconds:

If your key has its Usage License expired, you will see screen like this:

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4.3 Loading the License

You can load an available Usage License into a Key Device. To do this, open “Refill Your Key” page:

You will see the list of all your purchased but still unused Usage Licenses. Select

the license type you want to load into the Key Device; if you choose Time or Use Limited License, then select number of months or runs to load.

Press the “Load License to Key” and after a confirmation prompt your key will be

loaded with selected Usage License:

You can now remove your key. The following rules apply for license loading:

• You do not have to wait until your key expires. You can top-up the same type of Usage License at any time; the loaded amount is simply added to the key’s remaining amount.

• You should avoid loading another type of Usage License into a key which is not yet expired since the key’s remaining amount will be lost. You will be double-prompted if try to do so.

• You can’t load any Usage License into an Unlimited Key. Such a key never expires and loading it would make no sense.

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• A Time Limited License validity period starts from the date of loading unless the current license in the key is still valid. In that case the loaded amount is simply added to the key’s remaining amount.

4.4 Protecting the Key

You can protect your Key Device from unauthorized use with a PIN. Once PIN protection for a Key Device is set, the Key Device can be used at ATM only by those who know its PIN.

You can also protect your Unlimited Key Device with an Expiration Date. Once

Expiration Date protection for a Key Device is set, the Key Device can only be used at ATM until certain date; it will look and feel as it were loaded with Time-Limited License. To keep using the Key after that, the Expiration Date must be advanced appropriately.

NOTE: However the Key protected with Expiration Date looks like a Time-Limited

Key at ATM, the license inside is still Unlimited. You are free to manipulate Expiration Date as required. You may wish to use this feature, for instance, if you intend to lease your key to another party.

You can also set your Key Device into “Safe Mode”. When Safe Mode key is used

to authorize ATMdesk on an ATM, all tests which dispense bills outside the safe are blocked and cannot be performed, even if security switch is toggled. You may wish to use this feature to be absolutely sure that no money can be ever dispensed with ATMdesk.

To set/modify Key Protection, open “Protect Your Key” page. Here is an example

of a key locked due to Expiration Date reached:

Select desired protection options and press “Save Changes”:

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NOTE: Time-Limited and Use-Limited Keys do not have Expiration Date option. NOTE: If your key was locked due to invalid PINs entered, it gets unlocked

automatically when you connect it here. You do not have to do any manual actions. The following rules apply for key protection:

• The Key protected with a PIN allows maximum three PIN entry attempts. After three wrong PINs are entered in a row (whether during the same boot, or after reinsertion of the key, or even at another ATM), the Key locks up and cannot be unlocked without logging into your Customer Account.

• In any case when a Key becomes locked (either due to too many invalid PINs entered or due to Expiration Date reached), you are always able to unlock your Key and/or change PIN/Expiration and/or disable Protection using your Customer Account.

• You can only unlock/unprotect Key which was protected from within your own Customer Account. You cannot unlock/unprotect someone else’s Key and no one else can unlock/unprotect your Key using their own Customer Account.

• The Key which is left unprotected can be protected by anyone. Therefore it is highly recommended to set at least PIN protection for all your keys, especially if you intend to give/lease your keys to someone else.

NOTE: Key Protection is NOT your insurance; if your key is lost or stolen, it is

gone for good. However, Key Protection decreases theft probability by rendering the key unusable without PIN knowledge or without access to your Customer Account.


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