JPMORGAN CHASE AND CO

Image Deposit Direct SCM 4.0.1.2 Installation

Web Install

This document is intended to help end users set up workstations and scanners for use with IDD-ITMS.

Web Install of SCM 4.0.1.2.

This section is for brand new IDD scanning end users who need to get the IDD components on their workstation for the first time. It is also for existing IDD users who have already uninstalled or removed previous IDD versions 2.0 or 2.2 from their workstation. These users can download/install the new SCM onto their workstation directly from the IDD website using the steps described below in the document.

Local Administrator Rights (LAR) is required to run this install process. If you do not have LAR, you will need to request this temporary access for your workstation to perform the upgrade OR have someone with LAR perform the upgrade for you. Contact your IT/Admin group or System Administrator for this assistance.

IMPORTANT: If an SCM (2.0 or 2.2) is still installed on your workstation, you cannot use the web download/install process described in this document. If there is an SCM 2.0 or 2.2 already on your workstation, please use the offline CAB upgrade process to upgrade to SCM version 4.0.1.2. Please see the 2015 IDD SCM 4.0.1.2 End User Offline Installation Instructions 11-11-2015.docx for details.

Notes before installing:

o When you install the SCM, you might be prompted to install browser plug-ins. These components are required.

o If you use Windows 7 or later you must have administrator rights on your computer to install SCM components.

o Internet Explorer: you must change your default security settings before installing the SCM. When installing the SCM, you also must run Internet Explorer as an administrator.

To install the SCM:

1. Right-click your Internet Explorer shortcut and click Run as Administrator.

2. Log in to ITMS website https://www.itms-online.com and select Deposit tab.

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3. Select Gear icon Settings.

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4. Depending on security settings set level user may see Altova screen, select Yes.

5. In Settings select the appropriate Scanner Model from the scanner selection drop down and select Save.

Note: JPMC certified scanner options are “Panini”, “Epson CaptureOne” and “RDM EC Series”.

6. If the Adobe Flash Player is not installed on your computer, you are prompted to install Flash. You must install Flash before you proceed with the installation.

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7. When you are prompted to install required software, select Install.

8. Restart the browser screen displays.

Note: This screen will remain visible in the background until the installation completes.

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9. Download Agent Setup screen displays.

10. The following two screens briefly display.

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11. Installing Download Agent screen displays.

12. Installation Completed Successfully screen displays, select Finish.

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13. Restart the browser screen will come into foreground, log out of application and restart your browser.

14. Log in to ITMS website https://www.itms-online.com and select Deposit tab.

15. Select Gear icon Settings.

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16. Once in Settings Install Update screen displays, select Install.

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17. Installing Updates screen appears.

Note: This screen will remain in the background during the install.

18. Scanner Controller screen displays.

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19. Scanner Driver screen appears.

20. Please ensure your scanner is disconnected screen displays.

Note: It is important to disconnect your scanner from USB connection before selecting OK.

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21. Preparing Setup screen appears.

22. Scanner Driver screen displays.

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23. It is safe to plug in your scanner screen displays, connect the scanner to USB before selecting OK.

24. Upon connecting the scanner and selecting OK, the user will see one of the following two “Found New Hardware” messages in the system tray.

25. Installing Updates screen come back into foreground.

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26. Installation Status screen displays indicating the installation is complete, Select OK.

Note: Once user selects OK it may take a few seconds for the screen to disappear.

27. Once installation completes 2 Found New Hardware messages in the system tray briefly display.

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28. After the scanner drivers have been fully loaded, the end user can perform a test to validate that the SCM has been properly installed. To do this, while still in the Settings pop-up, please place a check or any check-sized document in your scanner then click the Test button. This will cause the system to connect to your scanner and then pull the document through your scanner. The document image will then display in the Settings pop-up. This is only a test scan to validate that the system is able to communicate properly with your scanner—the image will not be saved, uploaded or deposited.

29. Once the test scan is complete the end user is ready to continue scanning.

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