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Training Manual Sample Diebold Opteva
Training Manual Sample Diebold Opteva
OPTEVA ATM
Copyright ACT, Inc. 2007
Table of Contents
Introduction iii
Course Outline iv
Chapter 1 Overview
Chapter 2 Configuration
Chapter 3 Diagnostics
Chapter 4 Power Supplies
Chapter 5 USB Hubs
Chapter 6 PC Core
Chapter 7 Terminal Control Module
Chapter 8 LCD, EPP Keyboard and Fascia
Chapter 9 Card Readers
Chapter 10 Printers
Chapter 11 Rear Operator Display
Chapter 12 Alarm
Chapter 13 Envelope Depository
Chapter 14 Advance Function Dispenser
OPTEVA ATM
Copyright ACT, Inc. 2007
ii
Introduction
Trainer:
Class introductions/Background
Agenda
OPTEVA ATM
Copyright ACT, Inc. 2007
iii
COURSE OUTLINE
Day 1
• Chapter 1 Overview
• Chapter 2 Configuration
• Chapter 3 Diagnostics
Day 2
• Chapter 4 Power Supply
• Chapter 5 USB HUBS
• Chapter 6 PC Core
• Chapter 7 Terminal Control Module
Day 3
• Chapter 8 LCD, EPP Keyboard and Fascia
• Chapter 9 Card Readers
• Chapter 10 Printers
• Chapter 11 Rear Operator Display
Day 4
• Chapter 12 Alarm
• Chapter 13 Envelope Depository
• Chapter 14 Advance Function Dispenser
Day 5
• Troubleshooting continue
• Clean-up
• Survey
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Copyright ACT, Inc. 2007
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Table of Contents
Chapter 1
Overview .......................................................................1
ATM Functions.............................................................................1
Transaction Processing ...................................................................... 1
ATM Networks .............................................................................3
Network Services............................................................................... 3
ATM Service...................................................................................... 3
Cash Replenishment Services ............................................................ 4
1st Line Maintenances ........................................................................ 4
2nd Line Maintenances ....................................................................... 4
ATM Exterior Maintenance............................................................... 4
ATM Security ...............................................................................5
Dual/Single Control ........................................................................... 5
Three Modes of Operation ................................................................. 6
OPTEVA MODELS .....................................................................7
Machine Number System:.................................................................. 8
Opteva 760 ....................................................................................9
Front View ......................................................................................... 9
Back view ........................................................................................ 10
Power On/Off Switches ................................................................... 11
Power Strip ...................................................................................... 12
Power on ATM: ..........................................................................12
Maintenance Mode......................................................................13
Agilis Supply Manager (ASM) ...................................................13
ASM features: .................................................................................. 13
Status messages................................................................................ 15
Earlier version status blocks ............................................................ 16
Later version status blocks............................................................... 16
Scoreboard Fault .............................................................................. 17
Maintenance Log On...................................................................19
Supply Menu...............................................................................21
OPTEVA ATM i
Copyright ACT, Inc. 2007
Counters........................................................................................... 22
Dispense Test................................................................................... 23
Transaction Counter......................................................................... 25
Key Verification Numbers............................................................... 25
Load/Unload Supplies...................................................................... 26
Load DDU Files............................................................................... 28
ATM Device Self Test ..................................................................... 28
Manager Menu ............................................................................29
DES Keys....................................................................................33
Practical Exercises ......................................................................36
OPTEVA ATM
Copyright ACT, Inc. 2007
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CHAPTER 1
Overview
ATM Functions
ATMs were designed to provide bank customers access to their bank accounts
or their credit card accounts in a self service environment.
Today’s ATMs are capabilities of much more transactions and services than
the ones listed above.
To perform a transaction the user will need a ATM card or Credit card. The
transactions will be initiated when a magnetic card reader in the ATM reads
the data from the card inserted.
To lead the user through the transaction the ATM monitor can display text
and/or graphics.
There will be a keyboard that the user will use to input additional information
for account and transaction selection. A beeper provides audible feedback of
key depressions on the keyboard.
The ATM may use digitized audio messages and software activated light
panels, called Media Entry Indicator, that signal when and where an action is
expected.
Transaction Processing
Once the user has made selections for the account, amount, and type of
transaction, the ATM sends a transaction request to the computer system at
the cardholder’s bank. ATMs are often connected so that this request may be
sent through different ATM networks. The bank’s computer system
determines if the funds are available then approves or denies the request.
Model # Description
500 Front/Rear Load Lobby Cash Dispenser For Retail Location
520 Front/Rear Load Lobby Cash Dispenser
560 TTW Cash Dispenser
562 TTW Cash Dispenser Small Foot Print
720 Front/Rear Load Lobby Advanced Function
740 Advanced Function Drive Up TTW
750 Advanced Function Island
760 Advanced Function Walk Up TTW
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Copyright ACT, Inc. 2007 1-7
Machine Number System:
New Features:
• Pentium 4 processor
• 10.4 inch Rear Operator Display
• Tri-color lead through indicators
• 15.1 inch Color LCD
• USB port for devices
• Agilis Software
Agilis XFS ix series
Agilis 91x
Agilis 91x Plus
Agilis XFS for Opteva
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Opteva 760
Front View
Figure 1-1
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Maintenance Mode
• Opteva Service Diagnostics
• Opteva Service Diagnostics Plus
Maintenance procedures include such functions as adding cash, adding
printer supplies, checking counters, and reviewing status messages.
Agilis Scoreboard Fault Correction - When you access the Agilis 91x
Maintenance Log on screen, a list of current terminal faults appear.
With the Agilis Supply Manager option enabled, you can correct these
faults without logging on.
ASM features:
• Continuous Availability - you can perform maintenance
procedures while the terminal is in service. Rear access only.
• Sequence command - A sequence is a series of menu items and
messages that lead a terminal operator through a series of
functions. The Terminal Manager uses the Sequence command
to create sequences.
• Electronic Data Capture (EDC) - stores journal information
electronically on the hard disk and support remote commands for
the retrieval of the stored data.
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The first screen you see when accessing Agilis 91X is the Maintenance
Log on screen
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Table of Contents
Chapter 2
CONFIGURATION ....................................................1
Agilis 91x software .............................................................. 1
Agilis 91x Software Suite .................................................................. 1
Agilis 91x Maintenance Software...................................................... 1
Preparing for Installation of the Agilis 91x Software.......... 2
Modes of Operation ............................................................. 2
Power up Sequence:............................................................. 3
Out of service Mode ............................................................ 3
Off Line Mode ..................................................................... 4
In Service Mode................................................................... 4
Maintenance Mode .............................................................. 4
Configuration ....................................................................... 5
Authorize software............................................................................. 7
Setting Manager ................................................................... 8
Devices................................................................................. 8
Diebold _ATM................................................................... 11
Model............................................................................................... 11
Start up............................................................................................. 11
Extended Features.............................................................. 12
Log Files ............................................................................ 12
Message Authentication..................................................... 12
Operator Interface .............................................................. 13
Languages .......................................................................... 14
OPTEVA ATM i
Copyright ACT, Inc. 2007
Other Applications Menu................................................... 15
To add applications:........................................................... 16
Ports Configuration............................................................ 17
Supplies Management........................................................ 19
Continuous Availability..................................................... 20
Transaction Host ................................................................ 21
Configure Protocol............................................................. 21
Message Format ................................................................. 21
Message Format ................................................................. 22
Message Settings................................................................ 23
Maintenance Message Properties....................................... 24
Select Protocol ................................................................... 24
Device Properties ............................................................... 25
After Hour Depository ..................................................................... 25
Camera............................................................................................. 25
Card Reader ..................................................................................... 25
Coin Dispenser................................................................................. 25
Consumer display ............................................................................ 26
Consumer Keypad............................................................................ 27
Depositor.......................................................................................... 27
Dispenser ......................................................................................... 29
Dispenser Denomination Properties................................................. 30
Encryption........................................................................................ 31
Indicators ......................................................................................... 31
Safe door lock .................................................................................. 32
Signage ............................................................................................ 32
Journal Printer.................................................................................. 32
Receipt Printer ................................................................................. 33
Practical Exercises ............................................................. 35
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CHAPTER 2
Configuration
3. Choose Log Off to the question Are sure you want to log off?.
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6. The Computer Management window displays.
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Authorize software
This option allows the operator to authorize software that has been
purchased and properly licensed. A secure password is required.
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Practical Exercises
Yes or No
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Table of Contents
Chapter 3
Diagnostics........................................................ 1
Opteva Service Diagnostics ................................................. 1
Access Service Diagnostics ................................................. 1
OSD + ........................................................................3
Terminal Status Screen ........................................................ 3
Status Icons:....................................................................................... 3
Module State Colors: ......................................................................... 3
Toggle Button .................................................................................... 4
Module States: ................................................................................... 4
Module Tab.......................................................................... 5
Status and Test Page .......................................................................... 5
Common tests: ................................................................................... 6
Self Test Tab ........................................................................ 7
Version Information............................................................. 8
Configuration ....................................................................... 9
Metrics ............................................................................... 10
Columns:.......................................................................................... 10
Expand/Collapse sign....................................................................... 10
Control buttons ................................................................................ 10
Status Log .......................................................................... 12
Control Buttons................................................................................ 12
Columns........................................................................................... 12
Component and Status view............................................................. 12
OPTEVA ATM i
Copyright ACT, Inc. 2007
OSD..........................................................................14
Accessing Service Diagnostics .......................................... 14
Terminal Status Screen ...................................................... 14
Terminal State Status Icons: ............................................................ 14
Module and Module State Colors: ................................................... 14
Service Logon .................................................................................. 16
Service Docs .................................................................................... 18
Service Calls .................................................................................... 19
Module Tab........................................................................ 20
Common tests: ................................................................................. 20
Practical Exercises ............................................................. 21
OPTEVA ATM
Copyright ACT, Inc. 2007
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CHAPTER 3
Diagnostics
OSD+ and OSD are available as part of a Diebold Agilis Product that
is licensed to the owner of the ATM under the terms of the Diebold
Master Program Product License and Version Upgrade Agreement.
OSD – you will need a Diebold log on name and password to be able
to access OSD. The following tabs will be available.
Note: The items in bold are additional tabs found on the OSD
task bar.
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OSD +
Terminal Status Screen
Will listed all modules on the ATM and the current state of each.
Status Icons:
• Green OK check mark – module working properly.
• Red X – module not working properly.
• Yellow exclamation mark – device warning
(ex. May be out of paper).
Module State Colors:
• Green – module in normal operation.
• Red – module needs attention.
• Black - module is a diagnostic process that when selected will
be shown in a separate window.
• Yellow – module in normal operation, but may need supplies
replenish.
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Practical Exercises
1. Boot up ATM.
2. Click on Log in.
3. Select Maintenance mode.
4. Enter six digit password.
5. Click on tab label Tools.
6. Select Device Diagnostics.
7. From the Terminal Status screen, observe the status icons
and module state colors.
8. Click on the dispenser icon, did it take you to dispenser
diagnostics? Yes or No
9. Run the following dispenser tests.
• Self Test
• Sensor State Test
• Get Cassette information
• Dispense Test
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Table of Contents
Chapter 5
USB................................................................................1
Description........................................................................... 1
USB components ................................................................. 1
Communication.................................................................................. 2
Hot Plug-in Capability ....................................................................... 2
Persistent Addressing......................................................................... 2
USB Cable ......................................................................................... 3
USB connections................................................................................ 3
USB Hub.............................................................................. 4
USB Viewer ......................................................................... 6
Accessing View ................................................................................. 6
Viewer Icons ...................................................................................... 8
XP Device Manager........................................................... 10
Troubleshooting ................................................................. 16
Practical Exercises ............................................................. 18
OPTEVA ATM i
Copyright ACT, Inc. 2007
CHAPTER 5
USB
Description
The Opteva ATM uses Universal Serial Bus (USB) to provide data
communication (sometimes power) to the hardware modules.
USB components
Host
Also known as the root, the root tier or the root hub. It is built into the
motherboard or installed as a PCI adapter card. The host controls the
traffic on the bus and can also function as a hub. Diebold is using
Pentium 4 processor or newer.
Hub
Provides a point or port to attach a device to the bus. Hubs are
responsible for detecting devices attached or detached from the bus and
for providing power management for devices attached to the hub.
Hubs can either be Bus Powered (drawing power directly from the bus)
or self-powered (drawing power from an external source).
Device
Devices attached to the bus through a port. USB devices can also
function as hubs. For example a USB monitor can have ports for
attaching a USB keyboard and a USB mouse. The monitor in this case
is also a bus-powered hub.
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USB Hub
Figure 4-2
7 Port USB Hub
Ports
1-7 module to hub
8 to host or another hub
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The following block diagram is an example only
Figure 4-3
Block Diagram
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USB Viewer
The USB Viewer is a Windows GUI application that allows you to
browse all USB controllers and connected USB devices on your
system. The left pane displays a connection-oriented tree view.
Not all ATM will have the USB Viewer application loaded.
The right pane displays the USB data structures pertaining to the
selected USB device, such as:
• Device configuration
• Interface
• Endpoint descriptors
• Current device address
Accessing View
There are different ways to access the view:
• Access from OSD diagnostic
• Short cut on the desk top
• Windows Start menu and then programs
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The following is an example only, using the shortcut on the
desktop.
Figure 4-4
Desktop
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Figure 4-3
Viewer
Viewer Icons
Icon Definition
Device failure
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Practical Exercises
1. Log off
2. Log on using manage_atm, password Diebold
3. Active the viewer
4. Locate the following items in the viewer
• AFD
• EPP4 Keyboard
• TCM
_______________________
Yes or No
8. Plug printer back in and unplug one of the USB cables
from the system board.
9. Check the Viewer and see what is missing.
10. Plug everything back in and close the Viewer
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Table of Contents
Chapter 14
OPTEVA ATM i
Copyright ACT, Inc. 2007
Stripper Floor Extension Adjustment ................................ 39
Take-away Floor Extension Adjustment ........................... 41
AFD Teardown .................................................................. 43
Transport removal............................................................................ 43
Transport Belts removal................................................................... 44
Stacker removal ............................................................................... 45
Pick Module removal....................................................................... 46
AFD Diagnostics................................................................ 47
AFD Common Tests .......................................................... 47
Reset Test......................................................................................... 47
Self Test ........................................................................................... 48
Lead-through Test............................................................................ 48
Firmware Download ........................................................................ 48
Sensor Test....................................................................................... 48
Get Cassette Information ................................................................. 48
Set Dispenser Communication......................................................... 48
Practical Exercises ............................................................. 50
OPTEVA ATM
Copyright ACT, Inc. 2007
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CHAPTER 14
Advance Function Dispenser
Description
The Advanced Function Dispenser is a presenter type dispenser. It
picks media from dispense cassettes, stacks the media, and transports
the media stack to the consumer. The media stack is presented to the
consumer through a slot in the terminal fascia.
The dispenser may contain from one to five cassettes depending upon
the configuration options. Occasionally, media may be diverted from
the picking process or retracted from the presentation slot. Diverted or
retracted media is retained in the divert/retract cassette.
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Transport Module
The transport module is mounted on top of the stacker module. The
transport module moves the media stack out through the fascia opening
to the consumer.
After the stacker module lifts the media stack into the transport path,
the transport module push plate and belts move the media stack to the
front of the transport module until it blocks the exit sensor.
When the exit sensor is blocked, the push plate stops, the shutter
opens, and the belts push the media stack through the fascia opening to
the consumer.
Once retracted, the media stack can be held in escrow or deposited into
the retract compartment of the divert/retract cassette.
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Components:
• Stacker sensor bracket with stacker detector sensor
• Gate switch
• Gate
• Fascia plate
• Lead through indicator
• Exit sensor
Figure 14-3
760 Rear Load
Transport
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Stacker Module
The stacker module arranges the picked media into a neat stack then
lifts it into the transport path for delivery to the consumer.
The Stacker Module also contains the transport motor that runs all the
transport belts on all the different modules using inter-module timing
belts.
Figure 14-4
Stacker
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Picker Module
The media cassettes are inserted into the picker modules, the picker
removes media from the dispense cassette.
Figure 14-5
Picker Module
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Control Board
The dispenser control CCA is located on the side of the dispenser. It
contains control circuitry and firmware.
The firmware controls the dispenser operations and contains all the
dispenser routines to handle USB communications, mis-picks, come-
alongs, short notes, doubles, and long notes, as well as the motor drive
pulse sequence commands.
If you replace the AFD control CCA, then you must set the AFD
communication.
Connectors
Connector Description
J1 Stacker DC Motor
J2 Stacker Sensor
J3 Transport Sensor
J4 48v DC Power
J5 USB
J7 Feed Channel 3
J8 Feed Channel 1
J9 Feed Channel 2
J10 Push Plate Motor
J11 Feed Channel 4
J12 Feed Channel 5
J13 Cam Stepper Motor
J15 Stepper Motor 5
J16 Stepper Motor 4
J17 Stepper Motor 3
J18 Stepper Motor 2
J19 Stepper Motor 1
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Figure 14-14
Control Board
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Cassette
Description
The AFD multi-media cassettes are black. The lid can be adjusted for
the various types of media by using different combinations of rails,
caps and spacers.
Cassette format:
• Convenience
• Tamper-indicating
Figure 14-15
Cassettes
All tamper-indicating cassette locks are keyed the same and use a
common key.
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AFD Cassette Coding
Figure 14-24
Coding Chart
D3 D2 D1 D0 MP CC LB SB
$1 A 0 0 0 0 X X X
$5 B 0 0 0 X X X X X
$ 10 C 0 0 X 0 X X X X
$ 20 D 0 0 X X X X X
$ 50 E 0 X 0 0 X X X X
$ 100 F 0 X 0 X X X X
X = button installed
MP – Media Parity
LB – Long Button *
SB – Short Button*
ML – Media Low
CC – Currency/Country Code
Currency/Country Code
In – Buttons CC7-CC0 specify a country currency
USA is CC7 – CC0 out
Note: The short and long buttons are used to signal proper cassette
insertion, Use of these buttons is firmware dependent.
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AFD Diagnostics
Reset Test
This test executes a firmware reset and then requests configuration
information.
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Practical Exercises
Transport removal
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Practical Exercise 3: Stacker Module teardown
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Practical Exercise 5: AFD Diagnostics
1. Power up ATM.
2. Select maintenance mode.
3. Enter the six digit password.
4. Click on tab label Tools.
5. Select Device diagnostics.
6. Select Modules
7. Select Dispenser
8. Run the AFD common testes
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