ANZ TRANSACTIVE GETTING STARTED GUIDE

ANZ TRANSACTIVE GETTING STARTED GUIDE
TRANS-TASMAN
ANZ TRANSACTIVE
GETTING STARTED GUIDE
AUSTRALIA & NEW ZEALAND
11.2015
Simplifying and connecting your transaction banking
across Australia and New Zealand
DISCLAIMER
>> References to “Australia(n)” or “AU” with respect to any payments, products, services and/or accounts
means payments made by, accounts held with and products and services provided by Australia and
New Zealand Banking Group Limited from or within Australia.
>> References to “New Zealand” or “NZ” with respect to any payments, products and/or accounts means payments
made by, accounts held with and products provided by ANZ Bank New Zealand Limited or within New Zealand.
2 — ANZ TRANSACTIVE GETTING STARTED GUIDE
WELCOME TO ANZ TRANSACTIVE
ANZ Transactive is an integrated, web-based platform that allows you to perform
a range of cash management activities for your ANZ Australian and New Zealand
accounts through one internet channel.
ANZ Transactive streamlines cash management functions, letting you focus on what you do best.
The platform has been designed for maximum flexibility, security and ease of use. Featuring a user-friendly interface and intuitive
functionality, ANZ Transactive takes much of the hard work out of managing your transaction banking.
Enjoy the peace of mind that comes from knowing your cash management system is backed by infrastructure with dual factor
internet banking security.
ANZ TRANSACTIVE GETTING STARTED GUIDE — 3
USING THIS GUIDE
This Getting Started Guide is designed to take you
through the key aspects of ANZ Transactive and
will cover the following topics:
>> Minimum operating requirements
>> Logging on
>> Help features
>> Printing and troubleshooting
-- Pop up blockers
-- Adding ANZ to your trusted sites
4 — ANZ TRANSACTIVE GETTING STARTED GUIDE
-- Further troubleshooting
-- Cookies
-- Secure Socket Layer (SSL)
If you need any further assistance, please contact:
Australia 133 199 between 7am and 7pm Melbourne time
New Zealand 0800 800 760 between 7am and 7pm New
Zealand time
International +613 9601 1200 between 7am and 7pm
Melbourne time
MINIMUM OPERATING REQUIREMENTS
Listed below are the minimum specifications
for operating ANZ Transactive:
BASIC SYSTEM REQUIREMENTS
OPERATING SYSTEM
BROWSERS
>> Microsoft Internet Explorer 7.0 and above
BANDWIDTH
>> Broadband access of 256k or higher
>> Windows XP Service Pack 3 (32-bit)
>> Windows Vista Service Pack 2 (32-bit or 64-bit)
>> Windows 7 (32-bit or 64-bit)
>> Windows 8 (32-bit or 64 bit)
ANZ TRANSACTIVE GETTING STARTED GUIDE — 5
MINIMUM OPERATING REQUIREMENTS
Further to this, ANZ Transactive security device users also
require the following:
HARDWARE REQUIREMENTS
>> Available USB port (Smartcard or Smart USB Key only)
CD ROM drive (Smartcard or Smart USB Key only)
>> Security Device (Smartcard, Smart USB or Security Token
Supplied by ANZ)
6 — ANZ TRANSACTIVE GETTING STARTED GUIDE
SOFTWARE REQUIREMENTS
>> Security device drivers (supplied by ANZ and only
required for Smartcard or Smart USB Key)
If you or your IT department require more information,
please refer to the Technical Specifications Guide that
can be found at ANZ Transactive Resource Central.
LOGGING ON - PIN PAD SECURITY TOKEN
Once you recieve your Pin Pad Security Token, you will need to follow the instructions provided to call ANZ and activate it within 30 days. Please follow
these steps to log onto ANZ Transactive.
STEP
ACTION
1
Access https://www.anz.com/corporate/products-services/
2
3
4
5
Result: The ANZ Transactive log on page displays
Enter your User Group and User ID. These details are found in your Activation Letter.
Click
Log on
in the Security device users section
Result: The Security Device Validation screen displays
Type your Password
Switch on your Pin Pad Security Token and enter your PIN, before pressing 1 to generate your One Time Password
Result: Your One Time Password is displayed on the Pin Pad Security Token. For security purposes, this number
6
7
frequently refreshes with a new value
Type your One Time Password
Click Logon
Result: The ANZ Transactive homepage displays
ANZ TRANSACTIVE GETTING STARTED GUIDE — 7
LOGGING ON - SMARTCARD AND/OR SMART USB KEY
Once you have installed your security device drivers with the ANZ Security Device Activation CD and changed your PIN (if you are a security device user),
please follow these steps to log onto ANZ Transactive.
STEP
ACTION
1
Access https://www.anz.com/corporate/products-services/
2
Result: The ANZ Transactive log on page displays
Enter your User Group and User ID. These details are found in your Activation Letter.
3
Click
Log on
in the Security device users section
Result: The Security Device Validation screen displays
4
If your security device is...
then insert into...
a Smartcard
the security device reader with the chip facing up and to the rear
the USB port of your computer
5
a Smart USB Key
Click Logon
6
7
Result: The PIN Entry screen is displayed
Type your PIN
Click Logon
Result: The ANZ Transactive homepage displays
8 — ANZ TRANSACTIVE GETTING STARTED GUIDE
LOGGING ON - PASSWORDS
Once your ANZ Transactive Administrator has provided you with your Username and Password please follow these steps to log onto ANZ Transactive:
STEP
ACTION
ALL USERS
1
Access https://www.anz.com/corporate/products-services/
Result: The ANZ Transactive log on page displays
2
3
Enter your User Group and User ID. These details are found in your Activation Letter.
Enter password in the password users section and then click
Log on
Result: The ANZ Transactive homepage displays
ANZ TRANSACTIVE GETTING STARTED GUIDE — 9
LOGGING ON - TROUBLE SHOOTING
UNBLOCKING YOUR PIN PAD SECURITY TOKEN
If 5 consecutive incorrect PINs are entered, your token will become locked and display:
Call your ANZ Representative to obtain an unlock code. Follow the First Time Activation steps.
LOG ON FAILURE (SMARTCARD OR SMART USB KEY)
If the log on process fails five times in succession, the security device is permanently
locked out and must be replaced.
This is a security measure to ensure the integrity of the digital certificate and to prevent
unauthorised access to ANZ Transactive.
Replacement of a security device due to log on failure may take up to 7 business days.
10 — ANZ TRANSACTIVE GETTING STARTED GUIDE
HELP FEATURES
There are two resources available to help you when using
ANZ Transactive. These can both be found on the landing
page after you have logged into ANZ Transactive.
RESOURCE CENTRAL
Resource Central provides you with all ANZ Transactive
resources in one place, at your finger tips! Found at
www.anz.com/ANZTransactiveResourceCentral, this site
contains useful training and technical guides as well as the
latest news and features.
For easy access make sure you save this page in your
internet browser favourites.
ANZ TRANSACTIVE GETTING STARTED GUIDE — 11
HELP FEATURES
ONLINE HELP
Online Help is available to assist you with queries whilst logged into ANZ Transactive and has been designed to be context specific.
Whilst in a task, and you are unsure of what to do next, you can click on the Help button (located in the top right corner of the screen) and you will be taken
to a description of the procedure that relates to that task.
STEP
ACTION
FROM ANY SCREEN WITHIN ANZ TRANSACTIVE, YOU CAN ACCESS THE ONLINE HELP
1
Click Help
2
Result: The Online Help will display the help topic relevant to the ANZ Transactive screen you are currently viewing
If you require further information or alternative information, you can navigate to it by:
Using the Table of Contents on the left of the screen, and selecting folders to open additional Help pages till the topic is found
4
Or using the Search function located towards the top of the Table of Contents.
Complete the fields on the ANZ Transactive Search screen
Click Search
5
Result: A list of relevant topics display with the relevant search word(s) highlighted
Select the relevant topic
3
12 — ANZ TRANSACTIVE GETTING STARTED GUIDE
PRINTING AND TROUBLE SHOOTING
ANZ Transactive is an internet based application that uses internet technologies.
The following steps will allow you to enable appropriate web technology for ANZ Transactive
without giving the same level of control to every website that you visit.
If you would like to run the ANZ Transactive System Diagnostic Tool to ensure that your computer
is set up sufficiently to run ANZ Transactive, click on the link on the ANZ Transactive Log on page
(located at https://transtasman.online.anz.com).
ANZ TRANSACTIVE GETTING STARTED GUIDE — 13
PRINTING AND TROUBLE SHOOTING
POP-UP BLOCKERS MUST BE TURNED OFF
Pop-up blockers prevent new windows from automatically opening when you visit a website. This feature must be turned off or configured to allow pop-ups for
the ANZ Transactive application.
Follow these steps to turn your pop-up blockers off in Internet Explorer:
STEP
ACTION
1
Open Internet Explorer
2
Navigate to the top of the screen and select Tools
3
Under the Privacy Tab, select Pop-up Blocker and click Turn Off Pop-up Blocker
Note: You may also have third party tool bars that may be blocking pop-ups. These are typically located under the main Internet Explorer address field. Please
make sure that any toolbar pop-up blockers are turned off or configured to allow pop-ups from this site.
14 — ANZ TRANSACTIVE GETTING STARTED GUIDE
PRINTING AND TROUBLE SHOOTING
Follow these steps to allow ANZ Transactive to use pop-ups:
STEP
ACTION
1
Open Internet Explorer
2
Navigate to the top of the screen and select Tools and Internet Options
3
Navigate to the Privacy tab
4
If Block pop-up or Turn on Pop-up Blocker is checked, then click the Settings button
5
In the space provided for Address of website to allow, type: https://*.anz.com and click the Add button so that it appears
in the list of Allowed Sites
6
Select Close then OK
If you are using any additional pop-up blockers, then you will need to ensure ANZ Transactive is not blocked by these applications.
ANZ TRANSACTIVE GETTING STARTED GUIDE — 15
PRINTING AND TROUBLE SHOOTING
HOW TO ADD ANZ TRANSACTIVE TO YOUR TRUSTED SITES
Follow these steps to add ANZ Transactive to your trusted sites:
STEP
ACTION
1
Open Internet Explorer
2
Navigate to the top of the screen and select Tools and Internet Options
3
Navigate to the Security tab
4
Select and highlight Trusted Sites
5
Click the Sites button
6
In the space provided type: https://*.anz.com and click the Add button so that it appears in the list of Web sites
7
Click OK or Close and then click OK again
Result: You should now be able to print a report from within ANZ Transactive by clicking on the print icon from within any report screen.
When you print for the first time, you may get another pop-up. Click the install button and the standard Windows Print Dialogue box will appear
16 — ANZ TRANSACTIVE GETTING STARTED GUIDE
PRINTING AND TROUBLE SHOOTING
FURTHER TROUBLE SHOOTING
If you continue to receive errors when printing such as Your current security settings prohibit running ActiveX controls on this page, then you may have
your Trusted Zone settings set to Custom or Medium. To resolve this issue, follow the steps below – you only need to do this once and you can easily revert
back to your original settings once the initial print has been successful.
Follow these steps to change your Trusted Zone settings:
STEP
ACTION
1
Open Internet Explorer
2
Navigate to the top of the screen and select Tools and Internet Options
3
Navigate to the Security tab
4
Select and highlight Trusted Sites
5
Click on the Custom Level Button
6
Scroll through the list and under the option Automatic prompting for ActiveX controls, select Enable
7
Click OK and then click OK again
Result: You should now be able to print a report
ANZ TRANSACTIVE GETTING STARTED GUIDE — 17
PRINTING AND TROUBLE SHOOTING
COOKIES MUST BE ENABLED
Each time you visit the ANZ Transactive site, your browser will send your ANZ Transactive cookie to the ANZ server. The server uses this information for
authentication purposes and will provide you with your organisation’s view of the application. For example, your organisation’s account information and
transaction data.
Follow these steps to enable cookies:
STEP
ACTION
1
Open Internet Explorer
2
Navigate to the top of the screen and select Tools and Internet Options
3
Navigate to the Privacy tab
4
Click the Advanced button and a new window will appear
5
Tick the Override automatic cookie handling check box
6
For First-party cookies, click Accept
7
Click OK and then click OK again
18 — ANZ TRANSACTIVE GETTING STARTED GUIDE
PRINTING AND TROUBLE SHOOTING
SECURE SOCKET LAYER (SSL) MUST BE ENABLED
SSL is a protocol that provides encrypted communications over the internet and is used on ANZ Transactive web pages to protect sensitive information in
transition. Your system must be able to access SSL in order to operate the ANZ Transactive application.
Follow these steps to access SSL:
STEP
ACTION
1
Open Internet Explorer
2
Navigate to the top of the screen and select Tools and Internet Options
3
Navigate to the Advanced tab
4
Navigate down to the Security heading
5
Tick the Use TLS 1.0 check box within the Security heading
6
Click OK and then click OK again
For more information about this internet technology, please visit the Microsoft Internet Explorer website or speak with your System Administrator.
ANZ TRANSACTIVE GETTING STARTED GUIDE — 19
anz.com
Australia and New Zealand Banking Group Limited (ANZ) ABN 11 005 357 522. Item No. 84362 11.2015 W490809
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