installation guide - windows - axos bank
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Installation Guide - Windows
Axos Secure Browser – Treasury Management
Action Required: Complete the steps in this guide to successfully install Axos Secure Browser on your system.
Questions? Contact a member of the Axos Treasury Management Support
Team by email at [email protected] or telephone by dialing 1 (844) 205-024
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Prerequisites Before beginning the installation procedure, ensure that you have the following items necessary to complete the
installation:
A Windows PC which meets the minimum system requirements. Refer to the "System Requirements" on the
facing page
Local administrator privileges on the computer
An internet connection
A Software Activation Key provided by Axos Bank
Before installing, save any open work and close all other applications. You must restart your computer to complete the
installation of the Secure Browser and its Encrypted Keyboard Driver (EKD). After installation, you do not need
administrator rights to use the software.
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System Requirements Secure Browser is supported on both 32-bit and 64-bit versions of Windows 7, 8, 8.1, and most editions (Home,
Professional, and Enterprise) of Windows 10 for Intel-compatible platforms. Each version has a separate SECURE
BROWSER installer. Minimum system requirements are:
Windows 7
1 GHz or faster SSE2 capable processor (Intel® Pentium® 4 or later)
2 GB of RAM
16 GB (for 32-bit) or 20 GB (for 64-bit) of available hard disk space
Windows 8, 8.1, 10
1 GHz or faster SSE2 capable processor (Intel® Pentium® 4 or later)
2 GB (for 32-bit) or 4 GB (for 64-bit) of RAM
16 GB (for 32-bit) or 20 GB (for 64-bit) of available hard disk space
Keyboard Compatibility
Computers must have a Personal System/2 (PS/2) style or USB Human Interface Device (HID) keyboard installed.
No Support Provided
We do not support installing the 64-bit version of SECURE BROWSER on a 32-bit version of Windows. We do not
support Installing the 32- bit version of SECURE BROWSER on a 64-bit version of Windows.
The following platforms do not support SECURE BROWSER:
Windows Server
Windows Phone or Windows 10 Mobile
Windows 10 S (preinstalled on 2017 Surface Laptop and Surface Pro hardware)
Simple Remote Desktop Protocol (RDP) and virtual machine installations support SECURE BROWSER in most cases.
However, we do not support installing in Remote Desktop Services (RDS, formerly Terminal Services) and multi-user
thin-client virtual desktop infrastructure (VDI) environments due to common issues with keyboard encryption, snapshot
management and folder redirection, depending on how you configured the environment.
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Anti-Virus Compatibility Secure Browser is NOT compatible with anti-virus products that utilize Device Control software. The extensive
modifications made by this software to the Windows USB device driver and services stack render the system
incompatible with the standard methods used to install the encrypted keyboard driver (EKD) included with Secure
Browser.
If the EKD is installed on systems that have been exposed to Device Control software, the previously modified driver and
services stack can become corrupted, resulting in serious system stability/usability issues. Symptoms include:
Unresponsive keyboards and mice
Disabled USB ports
Non-functioning USB devices such as printers or USB storage devices (flash drives, external hard drives, etc.)
Fatal Encrypted Keyboard error messages during Secure Browser start-up
Secure Browser should not be installed on any PCs that currently have or have ever had Device Control software
installed. These issues may persist even after the incompatible software is uninstalled. Some products that use the
Device Control technology do not fully or cleanly uninstall the Device Control files and settings, and fail to restore the
system to its normal state upon product removal. Full recovery from these issues may require reinstalling the Windows
operating system.
The following antivirus software has been identified as having Device Control software, and there is known to be
incompatible:
o Lumension Device Control module for Lumension Endpoint Management and Security Suite (a.k.a. Lumension
Endpoint Security Device Control, LES DC)
All versions
o Ivanti Endpoint Security Device Control (a.k.a. HEAT Endpoint Security Device Control) and all Ivanti products
that integrate the Device Control technology
All versions
o ThreatTrack Security VIPRE Antivirus Business Premium
All 7.5.x versions subsequent to and including 7.5.5819
o ThreatTrack Security VIPRE Endpoint Security, ThreatTrack VIPRE Advanced Security, and any VIPRE product
that incorporates the Device Control technology
Versions 9.6 and later
o Any product using the same licensed Device Control technology as the products above but not specifically listed
here
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Installation Complete the following steps to install your SECURE BROWSER software.
1. Using the web browser of your choice, navigate to https://cashmanagement.bofifederalbank.com/. Click
Download to begin the download. The website detects if you are running a 32-bit or 64-bit operating system
and automatically downloads the appropriate version of SECURE BROWSER.
2. When the system is done downloading the file, navigate to the local Downloads folder to locate the installer you
just downloaded.
3. Double click the installer. The Welcome box appears.
4. Click Next to begin the installation. The Choose a file location box appears.
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5. The software creates the necessary files and folders. Click Next. A credentials box appears.
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6. Enter the necessary security credentials to complete the installation.
Credentials Action
Administrator Click Yes to allow the software to make changes to the PC. This action
provides the necessary credentials. The Begin Installation box appears.
Not an Administrator An administrator will need to enter their credentials and click OK. The Begin
Installation box appears.
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7. Click Install to complete the installation.
8. When installation is complete, the system launches the secure browser to begin user registration.
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Software Activation After the system launches the secure browser, complete the following steps to complete activation.
1. Enter the Activation Key Axos Bank provided and click the arrow.
2. Create the PIN that you will you use to log in and click the arrow.
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3. To confirm your identity, the system sends a verification code to you. You must enter this verification code on
the next screen. Select whether to receive the verification code via "Email" or "SMS" (text message) and click
the arrow to advance to the next step.
NOTE: You must be pre-enrolled for SMS notifications in order for this delivery
method to work.
4. Verification codes are sent immediately, but there may be a small delay before they appear in your inbox or on
your mobile device. Enter the verification code you receive and click the arrow.
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5. Installation and activation are now complete. On the Login page, use the PIN you created to sign in to access
your online banking.
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Overview of the User Interface
Single and Multi-User Login Page
Use the following information as a guide for the Login page of the application.
A - Company ID and User
ID
SECURE BROWSER supports registration of multiple users to a single
installation of the browser. Select a registered user from the drop-down list
to sign in. This field only appears when signing in to a multi-user situation.
This field does not appear in a single-user situation.
B - PIN Enter the PIN associated with the selected user to log in.
C - Login Button After you select a user and enter the user’s PIN, click the Login button to
access online banking options.
D. Forgot PIN? Link Click here to reset your PIN.
E. Register New User Link Click here to add and register users.
F. Remove A User Link Click here to remove a registered user. After removing a user, the user will
need to complete the registration process again to gain access. This link only
appears when signing in to a multi-user situation. This link does not appear in
a single-user situation.
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Apps Page and Logout
A. Apps Bar Displays your entitled website or web application destinations, for example, Bill
Pay. Click in the Apps bar to select an option from the Secured Apps drop- down
list to start a new tab for that destination.
B. Close Tab Click the "X" on a tab to close it. If a sign-in was required to access the
website, the system logs you out when the tab is closed.
Note: The Apps tab will re-open in a new tab if you close
the existing tab for it.
C. Menu Button Click here to access functions like zoom and print, or to get information about
the browser such as its version number.
D. Secured Apps Click an icon here to open a new tab and navigate to that website or
application.
E. Logout My Apps Click here to log out of all open apps and the Apps page. We recommend that you
do this before closing the browser application.