X9Ware Installation Guide X9Ware LLC X9Ware Installation Guide X9Assist: Your x9.37 support tool Revision Date: 06/18/2021 Copyright 2012 – 2018 X9Ware LLC All enclosed information is proprietary to X9Ware LLC X9Ware LLC 10 Windsor Lane Manchester MO 63011 Email: s ales @ x9ware.com Page 1 of 95 X9Ware Installation Guide X9Ware LLC Table of Contents Overview...................................................................................................................................................4 Installing X9Assist and X9Utilities.........................................................................................................10 X9Assist Installation Packages...........................................................................................................10 X9Utilities Installation Packages........................................................................................................10 Installation Overview..........................................................................................................................11 Installation Notes................................................................................................................................11 X9Assist Installation on macOS.........................................................................................................12 X9Assist Automated File Copies........................................................................................................13 MSI Packages and Silent Operations..................................................................................................14 Runtime Folders......................................................................................................................................16 Launching X9Assist................................................................................................................................17 Location of the User Home Folder.....................................................................................................17 Running From our Native Windows EXE..........................................................................................18 Running Within a Java JVM...............................................................................................................18 Running Within a Java JVM on Windows..........................................................................................18 Sample JVM Batch Script for Windows.............................................................................................19 License Key Management.......................................................................................................................20 License Key Formats..........................................................................................................................20 X9Assist License Key Registration....................................................................................................20 X9Utilities / X9Export License Keys.................................................................................................22 X9Ware SDK / E13B-OCR License Keys..........................................................................................22 License Key Considerations...............................................................................................................23 License Key Deployment...................................................................................................................23 Embedding a License in X9Utilities JAR...........................................................................................24 License History...................................................................................................................................25 MICR Fonts.............................................................................................................................................26 MICR Font XML definitions..............................................................................................................26 EOFB.......................................................................................................................................................29 X9 Standards.......................................................................................................................................30 What does EOFB look like?...............................................................................................................30 Validation Process...............................................................................................................................31 How can your x9 tool provide good EOFB support?.........................................................................31 EOFB Logging....................................................................................................................................31 X9Assist Validation and Support........................................................................................................32 Summary.............................................................................................................................................33 X9Assist Panel Sizes...............................................................................................................................34 Error Messages........................................................................................................................................35 Message Editor...................................................................................................................................35 Error Message Patterns.......................................................................................................................35 Error Severities...................................................................................................................................36 Customization..........................................................................................................................................37 Validation of 4x4 Routings.................................................................................................................37 Missing Image Documents.................................................................................................................37 Page 2 of 95 X9Ware Installation Guide X9Ware LLC Credit Reconciliation Documents.......................................................................................................38 Check Artwork....................................................................................................................................38 Rules and Configurations........................................................................................................................41 Properties File..........................................................................................................................................43 User Profiles............................................................................................................................................47 Windows File Extension Association......................................................................................................49 CSV File Requirements...........................................................................................................................50 Editing CSV Files...............................................................................................................................50 Other CSV Tools.................................................................................................................................50 Comparing CSV Files.........................................................................................................................51 MICR Printers.........................................................................................................................................52 Large Monitor / HD Screen Support.......................................................................................................54 Server and Citrix Support........................................................................................................................56 CPA 015 Support.....................................................................................................................................57 X9.37 Type 24-34 Image Archive Record Support.................................................................................62 X9.37 Type 61-62 Credit Record Support...............................................................................................64 X9.37 Type 68 User Record Support.......................................................................................................69 X9.37 Extended File Editing...................................................................................................................79 NACHA Rule Customization..................................................................................................................80 Branding..................................................................................................................................................83 FAQ.........................................................................................................................................................84 Page 3 of 95