Overview
An Offline mode occurs when the institution loses connection with the Data Center. The Upload Status column indicates Not Yet Sent for any transaction processed in offline mode. When connection is restored, the transactions are automatically uploaded and the Upload Status column changes to Success.
While offline, users can do the following:
- Open and start Teller
- Select a drawer
- Update Beginning Cash, Cash In, and Cash Out amounts
- Select the date
- Select the starting transaction number
- Redeem bonds and process Reg CC transactions
- Track CTR transactions
How can you tell when you are offline?
- The Teller system notifies you in the upper left corner when the drawer is offline.
- The Customer Information panel notifies you that the workstation is offline.
- The Messages section and Transaction Summary screen of a transaction indicate the offline status.
IronKey Storage Device
A portable external IronKey storage device must be securely stored on site, in the dual control key/combo box. This device will ONLY be used when you are still in offline mode 30 minutes prior to closing and backfile data will require transport to another office for processing. The security of the portable external IronKey storage device will be reviewed quarterly by the Internal Controls Specialist (ICS) as well as in the Control Assessment and Office Record Review.
Initial IronKey Setup
While performing the procedures for the initial setup of the IronKey storage device, if you encounter any issues, contact the Help Desk at ext. 397400.
Upon receipt of a portable external IronKey storage device, do the following:
- Remove the IronKey storage device from the package.
- Insert the IronKey storage device into a computer at your office.
- The following message displays on your screen (typically in the bottom right corner).
- Note: If you do not see the above message on your screen, remove and then reinsert the IronKey storage device.
- The following message displays on your screen (typically in the bottom right corner).
- Click on the AutoPlay message to display the following:
Security Notification - Unapproved File
If you receive a blue Security Notification - Unapproved File screen, do the following:
- Click Run IronKey.exe.
- When the Language screen appears, select English as the preferred Language and click Next.
- On the License Agreement screen, click Yes, I accept and then click Next.
- When the Password screen displays, establish a password for the IronKey storage device meeting established criteria and click Next.
- On the Contact screen, do not enter any identifying information. Click OK.
- The IronKey drive (KINGSTON) will be reflected in your Files.
OFFLINE 30 Minutes Prior to Closing - Procedures
An office that does not come back online by the end of the business day will need to transport a backup file to another office for processing.
If your office is still in an Offline mode 30 minutes prior to the office closing time, IMMEDIATELY do the following:
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Use a mobile phone to call Retail Support. Ensure you get a live person on the phone. Keep constant contact throughout the entire process.
- Retail Support will contact a representative from Application Services and the Help Desk to inform them of the OFFLINE situation to ensure someone is available in the event issues are encountered.
- Retail Support will contact a representative from Application Services and the Help Desk to inform them of the OFFLINE situation to ensure someone is available in the event issues are encountered.
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Contact the nearest CCB Retail Office to ensure an associate from that office will be available to permit access to the building and remain available for the duration of the process.
- This WILL EXTEND BEYOND regular office hours.
- This WILL EXTEND BEYOND regular office hours.
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Obtain the secured portable external IronKey storage device from the dual control key/combo box.
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Assist the Retail Support associate as they guide you to each teller station that processed transactions while in an Offline mode and instruct you step-by-step on how to complete the required back up procedures.
- If issues are experienced when attempting to use the IronKey device, Retail Support will contact a representative from the Help Desk for additional assistance.
- If issues are experienced when attempting to use the IronKey device, Retail Support will contact a representative from the Help Desk for additional assistance.
- Once all teller stations have had their files backed up, confirm that the files are reflected on the IronKey storage device, similar to what is shown below.
- Once all data is backed up, transport the device to the nearest CCB Office location that is on standby waiting for your arrival.
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Remain in contact with Retail Support or make arrangements to reconnect once you arrive safely at the other CCB Office.
- Once you arrive at the nearest CCB Office location, log into a teller computer using your Network Credentials.
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Plug in the IronKey storage device. Assist the Retail Support associate as they guide you through running the IronKey.exe software and accessing the IronKey storage device.
- Assist the Retail Support associate as they guide you through the process to import the files.
- If issues are experienced when importing the files, the Retail Support associate will contact an associate in TSS who will then open a ticket with Jack Henry. Issues with importing will require guidance from a Jack Henry representative.
- If issues are experienced when importing the files, the Retail Support associate will contact an associate in TSS who will then open a ticket with Jack Henry. Issues with importing will require guidance from a Jack Henry representative.
- Once all files have been imported successfully, assist the Retail Support associate as they walk you through the process to remove the data from the portable IronKey storage device.
- Upon completion, secure the IronKey storage device. You will be required to replace the IronKey in the dual control key/combo box first thing the next business day.