EXCELLA MICR CHECK READER AND DUAL-SIDED SCANNER INSTALLATION AND OPERATION MANUAL NOVEMBER 2009 Manual Part Number: 99875310-7 REGISTERED TO ISO 9001:2008 1701 Apollo Court Seal Beach, CA 90740 Phone: (562) 546-6400 Technical Support: (651) 415-6800 www.magtek.
Copyright© 2004 - 2009 MagTek®, Inc. Printed in the United States of America Information in this document is subject to change without notice. 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. TM Excella is a trademark of MagTek, Inc.
LIMITED WARRANTY MagTek warrants that the products sold pursuant to this Agreement will perform in accordance with MagTek’s published specifications. This warranty shall be provided only for a period of one year from the date of the shipment of the product from MagTek (the “Warranty Period”). This warranty shall apply only to the “Buyer” (the original purchaser, unless that entity resells the product as authorized by MagTek, in which event this warranty shall apply only to the first repurchaser).
FCC WARNING STATEMENT This equipment has been tested and was found to comply with the limits for a Class A digital 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 with radio communications.
TABLE OF CONTENTS SECTION 1. OVERVIEW .......................................................................................................................................... 1 CONFIGURATIONS ................................................................................................................................................... 2 FEATURES ...............................................................................................................................................................
FIGURES Figure 1-1. Excella Check Reader and Dual-Sided Scanner ....................................................................... 1 Table 1-1. Excella Cables and Power Supply .............................................................................................. 3 Table 1-2. Specifications .............................................................................................................................. 4 Figure 2-1. Top View, Excella Features ........................................
SECTION 1. OVERVIEW The ExcellaTM Check Reader is a MICR check reader (Magnetic Ink Character Recognition) and dual-sided scanner with endorsement printer. Checks can be entered into the Excella with an automatic feeder or by a separate manual feed for single checks.
Excella MICR Check Reader CONFIGURATIONS The current configuration is as follows: Part Number Description 22310102 MICR Excella, USB/Ethernet FEATURES The following is a list of features of the Excella Reader: • Reads E13B and CMC7 MICR fonts • Captures front and back images of check in a single pass • Endorsement printer prints horizontal message on back of the check • Endorsement message is programmable • Message height: 1/8” consisting of 12 pixels • Resolution: 200 dpi (scaling to 100 dpi); black/
Section 1. Overview ACCESSORIES Accessories available for the Excella Reader include: • Host Interface Cable (See Table 1-1) • Power Supply, 24 VDC Regulated, Switcher 5.5 x 2.1 mm, Right Angle Plug • Sample Checks, Part Number 96530005 • Cleaning Swabs, P/N 97200078 • Print Cartridge, P/N 93600132 CABLES The cables and power supply available are as follows: Table 1-1.
Excella MICR Check Reader SPECIFICATIONS Table 1-2 lists the specifications for the Excella Reader. Table 1-2. Specifications OPERATING Reference Standards Power Input Document Size Document Processing Speed Printer/Cartridge Image Resolution: Image compression: Check Feed and Hoppers: MICR fonts supported Interface Options ANSI X9.27 24 VDC, 2.5 Amps 4"x 8.
SECTION 2. INSTALLATION The installation for the Excella Check Reader is described below. REQUIREMENTS The following items are required for the Installation: • • • • Excella, Check Reader and Dual-Sided Scanner, P/N 22310001 USB Interface Cable (see Cabling below) and/or Ethernet Interface Cable (see Cabling below) Power Supply, 24 VDC Regulated, Switcher, 5.5 x 2.
Excella MICR Check Reader INSTALLATION SUMMARY This is a summary of the major installation steps for Excella: 1. Unpack Excella 2. Install ink cartridge (the cartridge is shipped uninstalled) 3. Install API/Demo software (CD provided by MagTek) 4. Connect interface cable (USB or Ethernet) and power cable to Excella 5. Connect power cord to AC wall outlet 6. Connect interface cable to PC Note For more details see additional information in this section.
Section 2. Installation Figure 2-2. Installing or Replacing the Printer/Cartridge 1. Pull the Printer/Cartridge cover open to expose the Printer/Cartridge as shown in the left bubble. 2. Push the Printer/Cartridge Tab down as indicated in the right bubble. 5. Remove the cartridge by pulling the handle on the Printer/Cartridge up. 6. Replace the Printer/Cartridge by inserting it into position shown in the illustration. 7. Close the Tab holding the Printer/Cartridge in position. 8.
Excella MICR Check Reader 1. Open the Outside Entry Guide by placing the thumb on the Indent and the finger(s) on the Tab as shown in Figure 2-3 and squeezing, and then gently pull the Guide open. Figure 2-3. Opening the Entry and Exit Guides 2. Open the Outside Exit Guide, in the same manner, by placing the thumb on the Indent and the finger(s) on the Tab, and squeezing and then gently pull the Guide open. 3.
Section 2. Installation CLOSING THE UNIT If the Entry Access Guide or the Exit Access Guide has been opened, close the access guide as described below: 1. Push to close the access guide (Entry Access Guide or Exit Access Guide) to its normal operating position (as show in Figure 2-5). 2. If the printer cover is open on the Entry Access Guide, first close the printer cover and then close the access guide as described in step 1 above. 3. Push down on the tab of the access guide (as shown in Figure 2-5).
Excella MICR Check Reader Figure 2-6. Cable Connections CABLING Available cabling is as follows: • USB – A-plug, 4-pin, right angle, P/N 22310301 shown in Figure 2-7 with pin list in Table 2-1 • Ethernet – RJ 45P, 8-pin, right angle, P/N 22310302 shown in Figure 2-8 with pin list in Table 2-2 • Ethernet Cross-Over – RJ 45P, 8-pin, right angle, P/N 22310304 shown in Figure 2-8 with pin list in Table 2-3 • Power Supply and Cords – Power Supply, Input 100-240 VAC, 1.
Section 2. Installation Figure 2-7. Cabling, USB, 4-pin, Right Angle, P/N 22310301 Table 2-1. USB Pin List USB Cable Pin List USB B Plug, Right Angle 1 2 3 4 Shell (Braid Shield) Signal Name 5V - Data + Data Gnd USB A Plug 1 2 3 4 Shell (Braid Shield) Figure 2-8. Cabling, Ethernet, 8-pin RJ45P, Right Angle, P/N 22310302 or 22310304 Table 2-2.
Excella MICR Check Reader Table 2-3. Ethernet Crossover Cable Pin List, P/N 22310304 Ethernet Pin List 8-pin RJ Plug, Right Angle Signal Name 8-Pin RJ Plug 1 2 3 4 NC 5 NC 6 7 NC 8 NC Transmit + Transmit Receive + NC NC Receive NC NC 3 6 1 4 NC 5 NC 2 7 NC 8 NC NC = No Connection Figure 2-9. Power Supply and Cords. P/N 64300098 and 71100001 LED INDICATORS The LED indicators are shown in Figure 2-10. All three LEDs are able to show three colors: green, red, or amber.
Section 2. Installation Figure 2-10. LED Indicators Table 2-4.
Excella MICR Check Reader 14
SECTION 3. OPERATION AND MAINTENANCE This section contains powering, operating, and maintenance procedures. Ensure the Excella is installed and cabling and power are connected as described in Section 2. POWER UP Plug the power supply, P/N 64300098P/N, and cord 71100001, into wall power, and press the start button. The green LED closest to the front of the unit should light. TILT-DOWN CHECK STOP The Tilt-Down Check Stop, shown in Figure 2-1, is used for both single and multiple check feed.
Excella MICR Check Reader Single Check – Manual Feed For single checks perform the following steps: 1. With the front of the check facing the center of the unit and the MICR line closer to the bottom, feed the check into the Manual Single Feed Input Slot, as shown in Figure 3-1. Figure 3-1. Check Orientation - Insertion 2. The check then winds around the Printer/Cartridge where a programmable endorsement is printed horizontally on the check. 3.
Section 3. Operation and Maintenance Multiple Checks – Automatic Feed The Automatic Feed Input Hopper can hold up to 70 checks. Separate the checks by fanning as indicated in Figure 3-2 and stack as shown in Figure 3-3. Figure 3-2. Separate Checks by Fanning Proceed as follows: 1. Stack the checks in the Automatic Feed Input Hopper as shown in Figure 3-3. 2. Slide the deck forward to the Loading Zone Marker so that all leading edges are within the length of the loading zone as shown in Figure 3-3. 3.
Excella MICR Check Reader Figure 3-3. Stacking Checks in Input Hopper CLEANING Consult Section 2, Figure 2-1, for locations of the components described here. Clean the outside of the Excella Reader unit with a soft, damp cloth and wipe with a dry cloth. Open the unit. When the unit is open, as shown in Figure 3-4, check the path for debris. Clean with a soft, damp cloth and wipe with a dry cloth. Caution To avoid damaging the read head, do not get the inside of the check path wet.
Section 3. Operation and Maintenance Figure 3-4. Opening the Unit for Cleaning Printer The Printer/Cartridge should be taken out when cleaned. See Section 2, Installing or Replacing the Printer/Cartridge. There are two methods of cleaning the nozzles on the Printer/Cartridge, dry wiping and damp wiping. Use the dry wiping method first, and if more cleaning is required, use the damp wiping method. Figure 3-5 shows the Ink Cartridge. Figure 3-5.
Excella MICR Check Reader Damp Wiping Nozzles Perform the following steps: 1. Dampen a clean, lint-free cloth with water. 2. Hold the dampened cloth or tissue in contact with the nozzles for a few seconds. 3. Then gently wipe the nozzle plate. Caution Do not wipe the electrical contact area. 4. If ink remains on the nozzle plate, wipe again with a clean dry cloth. Scan Bars and Card Path Check the Excella paper path to ensure there is no build-up of ink or paper debris, and clean.
Section 3. Operation and Maintenance Figure 3-7.
Excella MICR Check Reader 22
APPENDIX A. BUILT-IN WEB PAGE OVERVIEW Excella is a web appliance and it offers several functions and features in a built-in Web page accessible through a Web browser. For example, if Excella’s active device IP address is 192.168.1.2, type the “http://192.168.1.2” in your web browser to access Excella’s web page. This appendix provides a general description of the Web page and the available functions and features. STATUS The Status Page, Figure A-1, provides device information plus operational statistics.
Excella MICR Check Reader MAINTENANCE The Maintenance Page, Figure A-2, provides status and counters that can be useful to define maintenance service programs for Excella. Also, the device’s clock can be set on this page. Figure A-2. Maintenance Page CALIBRATE Scanner calibration is performed at the factory, and subsequent calibrations are NOT required under normal operating conditions.
Appendix A. Built-In Web Page UPDATE FIRMWARE The Update Firmware Page, Figure A-3, is used to download new firmware to the Excella device. Firmware for Excella is provided in a file with the “.mef” extension. Figure A-3. Update Firmware Page Using the Update Firmware page, Figure A-3, follow these instructions to download new firmware: 1. Click on the "Browse" button to locate and select the firmware file (e.g., mx160j.mef). 2. Click on the "Update" button.
Excella MICR Check Reader 3. The update process will take several minutes (watch progress bar at the bottom of the screen). Caution Do not turn off power to Excella during the update process. If power is turned off, Excella will hang up and the unit may have to be returned to the factory. 4. When completed, the "Firmware Update" message will appear with information as follows: Filename = mx160j.mef Size = 413816 bytes Upgrade completed 5. At this time, cycle the power of Excella (Off/On).
Appendix A. Built-In Web Page CONFIGURATION The Configuration Pages, Figures A-4, A-5, A-6 and A-7 offer options to setup the Network, Ethernet, and USB configurations. Additionally, an option is provided to save and restore device (Figure A-8) configurations. A general description for all the options follows. Network Configuration Tab Figure A-4. Network Configuration Tab Device Name The Excella device name provided to the DHCP server (the network server must be setup appropriately to use this option).
Excella MICR Check Reader HTTP Port The default value is “80”. Use this option to change the HTTP port value. “Cancel Changes” Button Click on this button to cancel the current settings being displayed on this page. “Save Settings” Button Click on this button to save the current settings to the Excella device. Ethernet Configuration Tab Figure A-5.
Appendix A. Built-In Web Page MAC Address The MAC (Media Access Control) address uniquely identifies each Excella device. This number is assigned at the factory and cannot be changed. IP Address This is Excella’s device IP address on the network. Use this option to change the IP address value. The default factory value is 192.168.10.100. Subnet Mask Use this option to change the Subnet Mask value. The default factory value is 255.255.255.0. Gateway Use this option to change the Gateway value.
Excella MICR Check Reader USB Configuration Tab Figure A-6. USB Configuration Tab IP Address This is Excella’s device IP address. Use this option to change the IP address value. The default factory value is 192.168.1.2. Subnet Mask Use this option to change the Subnet Mask value. The default factory value is 255.255.255.0.
Appendix A. Built-In Web Page Gateway Use this option to change the Gateway value. The default factory value is 0.0.0.0 IP Source • • Select “RNDIS”, the default option, if the values will be provided by the PC to which Excella is being connected to (i.e., the values on this page will be ignored). It is recommended to run the “ExcellaUSBConfig” utility (See Appendix B) on the PC to set these values when the “RNDIS” option is selected.
Excella MICR Check Reader System Configuration Tab Figure A-7. System Configuration Tab Express Enabled for MagUSB Only Use this option to toggle between the Normal and Gateway Express Check Mode Note: When the Express Mode is enabled, greater throughput (approximately 45 documents per minute) is possible. However, dynamic check printing is not available when this mode is utilized.
Appendix A. Built-In Web Page MICR EMF Noise Detect This option should always be off. Save/Restore Configuration Tab Figure A-8. Save/Restore Configuration Tab “Select Config File” Box This option is used in conjunction with the “Restore” button. Use the “Browse” button to locate and select a previously saved config file, then click on “Restore” to activate the options saved in the Config file.
Excella MICR Check Reader Save Config to PC Click on the “Backup” button to save ALL current configuration options to a Config file on the PC. The default filename is “excella_config.ecg”. Reset Config to Factory Defaults Click on the “Reset to Default” button to restore ALL default factory settings. RESET DEVICE This option is a quick and convenient way to reset the device. A device reset must be performed for new configurations to take effect and become active.
APPENDIX B. USB CONFIGURATION UTILITY OVERVIEW MagTek’s “ExcellaUSBConfig” utility (Figure B-1) is used to configure Excella for the USB interface ONLY. The utility will automatically select and configure IP address for the PC and Excella. Note ExcellaUSBConfig must be run to establish a connection between the PC and Excella. After Excella API/Demo has been installed, ExcellaUSBConfig can be found on the following directory: C:\Program Files\Magtek\Excella Demo. Figure B-1.
Excella MICR Check Reader IP ADDRESS SETUP To run the ExcellaUSBConfig utility and setup the necessary IP addresses, use the following instructions: 1. Run the “ExcellaUSBConfig” utility. 2. For “Network Device ID”, use the default “USB\VID_0801&PID_2230\123”. 3. For “Excella Device”, use the default “EXCELLA_USB”. 4. Click on the “Search” button to automatically assign a valid IP address for the PC Side and Device Side; the boxes for these IP addresses will be automatically filled in. 5.
APPENDIX C. CHECK READING The characters printed on the bottom line of commercial and personal checks are special. They are printed with magnetic ink to meet specific standards. These characters can be read by a Excella Reader at higher speeds and with more accuracy than manual data entry. Two MICR character sets are used worldwide; they are: E13-B and CMC-7. The E13-B set is used in the US, Canada, Australia, United Kingdom, Japan, India, Mexico, Venezuela, Colombia, and the Far East.
Excella MICR Check Reader The nonnumeric CMC-7 characters are translated by the Excella Reader as shown in Table C-1. Table C-1. CMC-7 Nonnumeric Characters CMC-7 Character SI SII SIII SIV SV MICRImage Reader Output A B C D E CHECK LAYOUTS Personal checks with MICR fields are shown in Figure C-1. Business checks are shown in Figure C-2. The digits 1 through 4 in the illustrations are described below under MICR Fields. 6.00” 2.75” 1 2 3 Figure C-1.
Appendix C. USB Configuration 8.75” 3.67” 4 1 2 3 Figure C-2. Business Checks MICR FIELDS The numbers 1 through 4 refer to the numbers below the checks on the illustration and represent the 4 MICR fields. 1-Transit Field The Transit field is a 9-digit field bracketed by two Transit symbols.
Excella MICR Check Reader 2-On-Us Field The On-Us field is variable, up to 19 characters (including symbols). Valid characters are digits, spaces, dashes, and On-Us symbols. The On-Us field contains the account number and may also contain a serial number (Check number) and/or a transaction code. Note that an On-Us symbol must always appear to the right of the account number. 3-Amount Field The Amount field is a 10-digit field bracketed by Amount symbols. The field is always zero-filled to the left.
APPENDIX D. LICENSE AND COPYRIGHT The following documentation, license agreements, and copyright acknowledgments require no action on the part of the consumer and are included to comply with various disclosure requirements governing the use of components in the firmware development of Excella. with modifications and/or translated into another language. (Hereinafter, translation is included without limitation in the term "modification".) Each licensee is addressed as "you".
6. Each time you redistribute the Program (or any work based on the Program), the recipient automatically receives a license from the original licensor to copy, distribute or modify the Program subject to these terms and conditions. You may not impose any further restrictions on the recipients' exercise of the rights granted herein. You are not responsible for enforcing compliance by third parties to this License. 7.
Notes: 43