HORIZON Banking System HORIZON Environments

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HORIZON Banking System

HORIZON Environments

Hardware, Software and Connectivity Standards Release 2019

Original Publication: 08/04

Revision: 06/07 11/07 02/08 07/08 03/09 10/09 07/10 05/11 05/12 05/13 06/13 07/13 11/13 04/14 04/15 05/16 05/18

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While every attempt has been made to ensure that the information contained in this document is accurate and complete, some typographical or technical errors may exist. FIS reserves the right to modify or revise all or part of this document without notice and shall not be responsible for any loss, cost or damage, including consequential damages, caused by reliance on these materials.

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FIS Community Core Solutions

HORIZON Environments 3

Table of Contents

Overview................................................................................................................................................ 5

Executive Overview ...............................................................................................................................................6 Overview of the HORIZON™ Banking System ......................................................................................................6

Powering Commercial Banks ...........................................................................................................................6 The HORIZON Advantage ...............................................................................................................................6 Other Stand-out Qualities .................................................................................................................................6

Standard Requirements ......................................................................................................................... 7

Pre-Installation Checklist .......................................................................................................................................8 Standard Workstation Requirements ...............................................................................................................8 Recommended Workstation Configuration ......................................................................................................8 Standard Server Requirements ........................................................................................................................8 Security Standards ...........................................................................................................................................9

Supported Microsoft© Software .............................................................................................................................9 IT Framework ..................................................................................................................................................... 10

Network Environment .................................................................................................................................... 10 Virtual Desktop Support ................................................................................................................................ 10 Disaster Recovery ......................................................................................................................................... 10 Data Transfer ................................................................................................................................................ 10 Non-HORIZON Connectivity ......................................................................................................................... 11

Service Bureau Network Configuration .............................................................................................................. 11 Hosted Products ............................................................................................................................................ 11 Branch Environment and Host Access ......................................................................................................... 11 Bank Internet Access .................................................................................................................................... 12 Voice Response Unit (VRU) .......................................................................................................................... 12 Disaster Recovery ......................................................................................................................................... 12

Application Requirements .................................................................................................................... 13

HORIZON GUI Technical Requirements ........................................................................................................... 14 Technical Overview ....................................................................................................................................... 14 Workstation Requirements ............................................................................................................................ 14 Served Windows Client (SWC) Server Requirements .................................................................................. 14 Served Windows Client (SWC) Technical Details ......................................................................................... 15 HORIZON GUI Performance Considerations ............................................................................................... 17

ID Scan Requirements ....................................................................................................................................... 19 Technical Overview ....................................................................................................................................... 19 ID Scan Requirements .................................................................................................................................. 19

iDO System Requirements ................................................................................................................................. 20 Technical Overview ....................................................................................................................................... 20 iDO Merge Server Requirements .................................................................................................................. 20 Supported Signature Pads ............................................................................................................................ 20

HORIZON Teller System Requirements ............................................................................................................ 21 Technical Overview ....................................................................................................................................... 21 Recommended PC Based Workstation ........................................................................................................ 21 MicrPro System Requirements ..................................................................................................................... 21

Teller Capture Requirements ............................................................................................................................. 22 Technical Overview ....................................................................................................................................... 22 Teller Capture Workstation Requirements .................................................................................................... 22

TellerReserve Requirements .............................................................................................................................. 23 Technical Overview ....................................................................................................................................... 23



TellerReserve PC Workstation Requirements .............................................................................................. 23 TellerReserve Branch Server Requirements ................................................................................................ 24 Restrictions .................................................................................................................................................... 24

HORIZON 360 BI Requirements ........................................................................................................................ 25 Technical Overview ....................................................................................................................................... 25 Server Requirements .................................................................................................................................... 25 Client Browsers ............................................................................................................................................. 26

Reports and Print................................................................................................................................................ 27 Report Viewing and Printing .......................................................................................................................... 27 Bundle Printing .............................................................................................................................................. 27 Tax Form Printing .......................................................................................................................................... 27 FIS Print Location .......................................................................................................................................... 27

Proven Peripherals ............................................................................................................................................. 28 Proven Printers .............................................................................................................................................. 28 Supported ID Scanners ................................................................................................................................. 28 Supported Signature Pads ............................................................................................................................ 29 Supported Scanners ..................................................................................................................................... 29

Legal Information ................................................................................................................................. 30

Statement of Confidentiality ............................................................................................................................... 31 Trademarks ........................................................................................................................................................ 31 Copyright ............................................................................................................................................................ 31



Overview



Executive Overview

This document provides the minimum requirements and supported hardware and software configurations for the HORIZON Banking System and some of the most common associated products. For questions or information regarding other products, please contact your FIS account manager or implementation specialist.

Overview of the HORIZON™ Banking System

Powering Commercial Banks HORIZON is a fully integrated suite of community banking solutions with high-end commercial banking and mortgage servicing capabilities. HORIZON sets itself apart from the competition with its ease of financial reporting, accuracy of transaction processing, and a deep understanding of your customers.

The HORIZON Advantage Your bank has financial reporting responsibilities to the SEC, the Federal Reserve, and your own board of directors. HORIZON’s sophisticated general ledger capabilities work seamlessly across all applications, allowing you to efficiently deliver information in a variety of formats without sacrificing accuracy.

HORIZON’s unique approach to transaction processing is based on the fundamental principle of offsetting credits and debits. As a result, all transactions are kept in balance regardless of which channel they are originated from and what application they are applied to.

HORIZON takes a comprehensive approach to relationship management through an integrated Customer Relationship (CRM) architecture that provides “once and done” data entry and sharing. Authorized employees can manage the customer’s complete portfolio and, with the aid of householding and business relationships, even see the customer’s extended sphere of influence.

Other Stand-out Qualities No guesswork versioning. HORIZON’s commitment to one version of the software ensures that all customers have the most up-to-date features with the option to migrate between any of the software delivery models as the bank’s circumstances and philosophy of service change. Options include in-house, service bureau, and facility and resource management.

Deep integration provides users access a broad array of functionality from a single sign-on. Screens share the same look and feel throughout, reducing learning time and boosting productivity.

Rapid product design with easy-to-use menus enables you to respond to market opportunities within days or even hours rather than waiting for a team of programmers to write custom code.

The IBM® System i™ platform with Open Architecture Standards provides best of class reliability, performance and standardization.



Standard Requirements



Pre-Installation Checklist

Pre-Installation requirements are the client’s responsibility. FIS can provide pre-installation support upon request. Additional fees may apply.

Standard Workstation Requirements FIS desktop applications are designed to run on Microsoft Windows® operating systems. Workstation hardware must meet the minimum required specifications for the selected version of Windows. Unless otherwise specified, workstations may run multiple FIS and 3rd party applications.

Prior to installation, all user workstations should have the following:

• Compatible Microsoft Windows Operating System

• Latest Windows Updates and Patches

• Latest Microsoft .NET Framework

• IBM Client Access V7R1 or IBM i Access for Client Solutions 1.1 (for any applications requiring host connectivity)

• High speed Internet access for remote support

NOTE: Windows auto-update is recommended to stay current with the latest security and software patches from Microsoft.

NOTE: Windows variants with restricted features or long-term deferral of updates such as Long Term Servicing Branch (LTSB) are not supported.

Recommended Workstation Configuration The following is a recommended workstation configuration

Hardware o Windows-compatible PC running Intel Core i3 processor or better o 4 GB RAM o 20 GB dedicated disk space for application & log files o Network Access

o Any Windows network supported laser printer o Other peripherals such as check scanners and signature pads

Software o Microsoft Windows® 10 o Internet Explorer 11 o Microsoft .NET Framework 4.0 Full o IBM i Access for Client Solutions 1.1

Standard Server Requirements The following server requirements are considered standard and should be installed prior to implementation unless otherwise specified.

• Compatible Microsoft Windows Operating System

• Compatible Microsoft SQL Server Database (where specified) o Standard Edition or higher is required unless otherwise specified. o Per Core License is recommended. o The bit-ness (32 or 64-bit) of Windows and SQL Server should always match.

• Latest Microsoft .NET Framework

• Antivirus Software

• Backup Software

• High speed Internet access for remote support



NOTE: Unless otherwise specified, all servers may be virtualized using a technology such as Microsoft Hyper-V or VMware.

NOTE: Unless otherwise specified, each application server should be dedicated to a single application.

Security Standards Many FIS products are designed to work with Microsoft Windows Active Directory for security and file management. Prior to installation, please ensure that:

• All domain controllers and supporting hardware are in place and operational prior to product deployment.

• All physical locations/branches have a Windows server configured with the domain controller role (recommended).

NOTE: Application servers should not be configured as domain controllers

Supported Microsoft© Software

The following table details what Microsoft operating systems are supported.

Application

Microsoft Windows

(Workstation) Microsoft Windows Server

Windows 10 (32 or 64-bit)

2012 Server

2016 Server

HORIZON GUI Y Y Y

EFT N/A N/A N/A

integrated Deposit Origination (iDO)

Y Y Y

HORIZON Teller Y N/A N/A

Teller Capture Y Y Y

TellerReserve Y Y Y

MicrPro & CashPro N/A N/A N/A

HORIZON 360 BI Y Y Y

LEGEND: Y = Supported (yellow=compatible / green=recommended); N = Not Supported (red); N/A = Not Applicable (blue)

NOTE: All major service packs and upgrades to the above platforms are supported within 60 days of availability.

NOTE: Windows 7 and Windows Server 2008 go out of support on 1/14/2020.



IT Framework

Network Environment For data communications, FIS recommends the use of LANs (Local Area Network) within branch offices organized into a bank-wide WAN (Wide Area Network) using switched networks and routers running the TCP/IP protocol.

For daily host (HORIZON) access, traffic will be routed from each branch’s LAN to the iSeries residing at the client’s Operations Center.

Example of Bank Network Environment

Virtual Desktop Support While most FIS applications may run in a virtual desktop environment such as Citrix or VMware, FIS recommends standard PC workstations running in a Served Windows Client (SWC) environment. For more information on virtualization support and configurations, please contact an FIS systems specialist.

Disaster Recovery FIS recommends using a Virtual Private Network (VPN) for network recovery. In the event of a network outage, traffic from remote branches will be rerouted over the Internet to the Operations Center until service can be restored. If the outage is a major one, traffic can be rerouted to the FIS Disaster Recovery via a VPN.

Data Transfer Transfer of data to and from the HORIZON host is accomplished through IBM Client Access or other third-party software. If the host resides in an FIS facility, then all 3rd party data transfers must be encrypted using FIS approved



methods. Data transfer is typically configured at time of install by an implementation specialist. For in-house transmissions using 3rd party software, the bank will be solely responsible for setup and security unless otherwise specified.

Non-HORIZON Connectivity For the uploading of bulk files such as POD, in-clearings, and ACH, the bank should establish a standard method of receiving and transmitting.

Service Bureau Network Configuration

For those banks wanting to reduce or eliminate their IT overhead, FIS offers a comprehensive service bureau option.

Hosted Products The following HORIZON products are service bureau capable, eliminating the need for the bank to purchase and maintain their own equipment.

• HORIZON GUI

• HORIZON 360 BI

• Interactive Voice Response (IVR)

To find out whether an in-house or service bureau model is best for your bank, please consult an FIS Systems Specialist.

Branch Environment and Host Access For daily HORIZON host access, IP traffic will be routed from the LAN at each branch to the HORIZON Technology Center (HTC). If the bank maintains their own Wide Area Network (WAN), FIS requires ownership of the Cisco router and data line from the FIS Network to the bank’s main office. Ownership includes router configurations, administration, and ongoing support.

FIS will assign a range of private IP addresses that the client will deploy to all workstations requiring HORIZON access. Network address translation (NAT) is also supported. FIS maintains a private network exclusively for HORIZON and Item Processing and controls all access points. Internet and dial up access are not supported and client networks are segregated from each other. Router access, changes, and authority are tightly controlled and logged with access limited to network operations personnel and change authority to senior engineers.



Example Environment with FIS Technology Center

Bank Internet Access The IP addressing assigned to the client bank can be used for Internet access. In this configuration, FIS requires that the client have their Internet router configured with a default gateway to direct host data traffic. For additional protection, FIS recommends the installation of an Internet firewall.

Voice Response Unit (VRU) FIS HORIZON Technology Centers offer a voice response service (VRU) that allows the bank’s customers to access their account information 24/7 by telephone. Implementation of this service is accomplished through direct access to a HORIZON-owned 800 number. Associated costs for this service are:

• Number of VRU ports

• Number of Telco lines in the hunt group

• Toll charges associated with the use of an 800 number

Disaster Recovery FIS utilizes the existing switched network (Frame relay, MPLS, VPN) and/or ISDN (Integrated Digital Services Network) to restore connectivity in case of a network outage. In the event of an outage, host traffic from client sites will be rerouted across these networks to the HORIZON Technology Center’s (HTC) central router until primary communication is restored. If the HTC experiences a major outage, host traffic would be rerouted to the FIS Disaster Recovery Hot Site.



Application Requirements



HORIZON GUI Technical Requirements

HORIZON GUI (Graphical User Interface) provides user access to all the functionality, settings and information within the HORIZON Banking Platform in a lightweight and responsive design that runs on most Windows-based workstations.

Technical Overview The Served Windows Client (SWC) provides central management of installs and updates, insuring that the version of HORIZON GUI running on the workstation is always kept up to date.

Workstation Requirements The HORIZON Graphical User Interface (GUI) is designed to run on all modern Windows-based workstations.

Hardware o Minimum manufacturer recommendations for OS o 10 GB dedicated disk space for application & log files o Network Access

o Any Windows network supported laser printer

Software o Microsoft Windows® 10 o Internet Explorer 11 o Microsoft .NET Framework 4.0 Full o For HORIZON Teller workstations

o IBM iSeries Access V6R1 or higher

Other o ActiveX controls must be allowed within the browser settings o The end user must have authority to install software on the local

machine

NOTE: Resources should be increased if additional applications will be running on the workstation.

NOTE: The Microsoft Edge browser is not supported.

Served Windows Client (SWC) Server Requirements The SWC Server is responsible for distributing updates for the HORIZON Graphical User Interface (GUI).

Hardware o Quad Core CPU, 2.4 GHz or better

o 4 Gigabytes RAM or better

o 50 GB Data Partition

Software o Microsoft Windows Server 2012, or Windows Server 2016

NOTE: The LegaSuite Served Windows Client master and sub servers are not required to be dedicated and may perform other duties.

Unique client environments may require a customized server configuration such as a web farm or master/sub servers in order to service larger numbers of users or overcome bandwidth constraints.



Served Windows Client (SWC) Technical Details

SWC Overview LegaSuite Served Windows Client (SWC) uses a Rocket Software proprietary deployment method to manage the installation and updates of HORIZON GUI running on the workstations.

Some benefits of SWC (Served Windows Client) include:

• Direct PC-to-iSeries telnet connection

• Best possible screen performance

• Desktop application interfacing is built right in

• Ready to run on most workstations

• Consistent field behavior

• Quick, high resolution print screens

Some network topologies may require special consideration. For example, service bureaus will need to support clients over a Wide Area Network (WAN).

Although HORIZON GUI may be run in a virtual desktop environment such as Citrix or VMware, the recommended best practice is a Served Windows Client (SWC) environment.

SWC Package Files The package files for each workstation are managed on the SWC server. Updates and releases are manually copied from the HORIZON posting website and placed into the HORIZON environment folders on the LegaSuite SWC server. This triggers the download and extraction of the files to the workstations whenever a new connection is made.

The HORIZON LegaSuite Served Windows Client (SWC) server provides three folder environments for the following purposes:

• Production: provides the live runtime environment

• Test: used to test HORIZON releases before applying them to Production

• NextRelease: used to exercise a future HORIZON release

NOTE: For recovery purposes, it is recommended to back up folders prior to applying a release or update.

Workstation Updates To initiate the install of the LegaSuite Windows Client, the user will launch Internet Explorer and navigate to the address where the installation file resides. Once downloaded, the installer will run with minimal input from the user. Once launched, the SWC installer will perform the following:

• Check version and install/update the LegaSuite Windows Client software

• Check version and install/update the HORIZON SWC Package set

• Download the files from the iSeries host or the SWC Server

HORIZON application packages are automatically downloaded in compressed form and extracted on the end user PC. New HORIZON releases may be as large as 10 megabytes (MB) although typical updates are usually less than two megabytes.



SWC Distribution Models There are two distribution models for SWC files:

• SWC Local or SWC Sub-server: Workstations download files at the direction of the local server or master server.

• SWC Master server distribution: Sub-server download files from the master server by way of scheduled task or by manually connecting to the master server. The master server distribution is useful for data center and large banking institutions.

Package File Distribution The workstations check the SWC server environment and, when an update is needed, download the files from the local SWC server or SWC sub-server to the workstations.

After the workstations have checked the SWC server for any needed updates, they connect directly to the IBM iSeries host.



SWC Server Distribution Most network environments will use a centralized configuration where the LegaSuite Windows Client and HORIZON package files are distributed from one or more centrally located servers.

In some WAN environments it may not be possible to provide timely workstation updates from a single SWC server. In this case, a master server can supply updated files to subordinate SWC servers, which are in closer proximity to the workstations. This configuration provides the following advantages:

• The master server only needs to transfer files to the sub SWC servers, dramatically decreasing its load

• Individual workstations will receive better responsiveness from a local sub SWC server

• The master server can also be used as a test server

A scheduled job on the sub SWC server can routinely check for updates from the master server and automatically trigger a download.

HORIZON GUI Performance Considerations Workstation download times for the Served Windows Client (SWC) will vary greatly depending on bandwidth, network load, and the number of devices. These factors will need to be accounted for as you plan your rollout strategy.

The SWC environment generates network traffic volume under the following conditions:

• New workstation installs

• Yearly HORIZON Release

• HORIZON Interim Releases (IRBs)



The following guidelines will help ensure acceptable client download times when these regular events occur.

1. New workstation install. A new workstation install will automatically download the LegaSuite Client and the HORIZON package file set when the user initiates the first HORIZON session. To reduce download wait times during the initial install, it is recommended to stage a few users per location to the new URL address to evenly distribute the download stress.

2. Yearly HORIZON Release. Workstations will be automatically upgraded to the new HORIZON package file set when the user initiates a HORIZON session. Replacing the package set provides the user with the latest enhancements and functionality improvements for the HORIZON Graphical User Interface (GUI).

3. HORIZON Interim Releases (IRBs). Workstations will be automatically upgraded to the new HORIZON IRB when the user initiates a HORIZON session. These small updates distribute only the modified user interface panel files.

The following table provides general guidelines for banks running over a WAN (Wide Area Network):

Line Speed # of Devices Supported

New Install (~20MB)

Annual Release (~8MB)

Interim Release (<2MB)

56K 10 55 min 17 min 4 min

128K 25 25 min 8 min 2 min

256K 75 12 min 4 min 50 sec

512K 150 6 min 1.5 min 25 sec

1.5mbps (T1) 750 2 min 40 sec 8 sec

2.0 mbps (E1) 1000 1.5 min 30 sec 6 sec

45 mbps (T3) 1500 4 sec 2 sec <1 sec

100 mbps (Fast Ethernet)

3000+ 2 sec <1 sec <1 sec

NOTE: The number of supported devices and download times will vary based upon user activity and other network traffic.



ID Scan Requirements

HORIZON ID Scan creates greater efficiency and saves time at the teller desk by eliminating manual entry and streamlining customer setup.

Technical Overview HORIZON has integrated with Acuant to provide a streamlined customer setup and identification information process, eliminating the need to photocopy an ID and manually enter customer name, address and date of birth. The new automated workflow reduces manual entry errors and captures the ID image in one smooth process. The ID images are auto-archived to your institution’s document source and are available for retrieval on key HORIZON customer and teller screens.

ID Scan Requirements ID Scan runs on any Windows workstation running HORIZON GUI.

ID Scan is proven to work with selected models of ScanShell® ID scanners, which are compact USB-powered devices with zero-warm up time. For a list of supported devices, refer to Appendix A: Proven Peripherals.



iDO System Requirements

HORIZON’s integrated Deposit Origination (iDO) allows users to originate new deposit accounts using a simplified, intelligent interface.

Technical Overview The iDO Merge Server combines multiple forms into a single PDF file so they can be previewed and printed from within HORIZON.

The Merge Server software is written in Java and is intended to run on a Windows server. The server creates merged PDF files from the selected forms and places them in a folder on the IFS (Integrated File System). When complete, a link to that PDF is presented in a popup window that invokes Internet Explorer (IE). IE recognizes the file extension and calls Adobe Reader to present the PDF to the user.

iDO Merge Server Requirements

Hardware o Quad Core CPU, 2.4 GHz or better

o 4 Gigabytes RAM or better

o 50 GB Data Partition

Software o Microsoft Windows Server 2012 or Windows Server 2016

o Java runtime

NOTE: For configurations in excess of 2,000 iDO users, please consult your Strategic Account Manager.

Supported Signature Pads iDO eSignature exclusively uses Topaz Systems signature pads. A separate license agreement is not required for the use of Topaz signature pads or software. For a list of supported devices, refer to Appendix A: Proven Peripherals.



HORIZON Teller System Requirements

HORIZON Teller is an integrated teller system for performing front line financial transactions. Teller Capture and TellerReserve are optional add on modules that extend its functionality. Teller Capture provides immediate transaction capture and validation right from the teller station, eliminating the need for batched branch capture or POD processing. TellerReserve provides continuity of service in the case connectivity is lost to the HORIZON host.

Technical Overview HORIZON Teller is designed to run on a Windows PC with IBM Client Access and HORIZON GUI. A validation printer is required to print customer receipts and journals. Each HORIZON Teller PC station requires a dedicated printer. Access to a document printer can be provided by configuring Client Access with an additional printer session.

Recommended PC Based Workstation

Hardware o Minimum manufacturer recommendations for OS o 5 GB dedicated disk space for application & log files

Software o Microsoft Windows 10 with Internet Explorer o Latest Java runtime o Microsoft .NET Framework 4.0 Full o IBM iSeries Access V6R1 or higher

NOTE: Resources should be increased if additional applications will be running on the workstation.

MicrPro System Requirements MicrPro is a check-writing product that can be used with HORIZON Teller. Using MicrPro, check images on the host can be printed for cashier checks, money orders, commercial/consumer starter checks, and loan coupon books.

MicrPro requires a MICR printer to be installed and configured on the host. Refer to Appendix A: Proven Peripherals for a list of supported devices.



Teller Capture Requirements

Teller Capture provides immediate transaction capture and validation right from the teller station, eliminating the need for batched branch capture or POD processing. Teller Capture reduces operating costs by streamlining the transaction workflow and reducing manual errors.

Technical Overview Teller Capture workstation software runs on the Teller PC as an extension of HORIZON Teller. Server-side transaction aggregation and item processing are hosted in an FIS private cloud running web services.

Other software components include:

• Transaction store-and-forward service with real-time exception checking and reports

• Courtesy Amount Recognition (CAR) software

• HORIZON Daily Reconcilement Reports

• Optional eSignature add-on feature

Teller Capture Workstation Requirements

Hardware o Minimum manufacturer recommendations for OS o 5 GB dedicated disk space for application and log files o Network Access to Capture Engine o Supported scanner device with FIS supported drivers o Supported Topaz eSignature device (for eSignature feature) o USB 2.0 or SCSI adapter based on scanner requirements

Software o Microsoft Windows® 10 o IBM i Access for Windows V7R1 or IBM i Access for Client Solutions

1.1 with the .NET data provider o Microsoft .NET Framework 3.5 SP1 (only required for Direct V12)

and .NET Framework 4.0 Full o Visual C++ 8.0 Redistributable (x86) (x64 also required for 64-bit

systems) o Visual C++ 9.0 SP1 Redistributable (x86) (x64 also required for 64-

bit systems)

NOTE: Virtual desktop environments such as Citrix, VMware and Microsoft Remote Desktop Services are supported. Certain restrictions and requirements apply. Contact your FIS account manager for details.



TellerReserve Requirements

TellerReserve provides continuity of service in the case connectivity is lost to the host. This allows banks to provide better service to their customers and reduce downtime, especially for remote branches where network connectivity may be unreliable.

Technical Overview There are two components of TellerReserve:

• TellerReserve workstation client runs as an extension of HORIZON Teller with support for Teller Capture. TellerReserve is automatically invoked whenever connectivity to the HORIZON host is disrupted.

• TellerReserve branch server hosted at each branch location. The TellerReserve branch server provides store and forward services local to the branch during a service outage.

TellerReserve PC Workstation Requirements

Hardware o Minimum manufacturer recommendations for OS o 1 GB dedicated disk space for application and log files o Network Access

Software o Microsoft Windows® 10 with Internet Explorer o Microsoft .NET Framework 4.0 Full

NOTE: Windows Vista is not supported for TellerReserve.



TellerReserve Branch Server Requirements

Hardware o 2.4 GHz Intel Core 2 duo processor or better o 2 GB RAM or better o 50 GB dedicated disk storage

Software o Microsoft Windows® 10, Window Server 2012 or 2016 o Microsoft SQL Server 2012 or 2016 (Full or Express); alternately,

network access to SQL Server running on a different machine o Microsoft IIS 7.5 or 8.0 o IBM System i Access for Windows V6R1 or higher with the .NET

Data Provider component installed. o Microsoft .NET Framework 4.0 Full

NOTE: The TellerReserve Branch Server may run a client operating system (Windows 10)

Restrictions The following restrictions should be considered:

• TellerReserve is not supported in most virtualized environments such as Citrix, VMware or Microsoft Remote Desktop Services.

• Each branch at the bank must have a branch server physically hosted inside the branch walls.

• The Branch Server should be an unmanned machine. However, the machine does not need to be dedicated to TellerReserve.

• Additional storage may be required for multi-bank, multi-host environments.



HORIZON 360 BI Requirements

HORIZON 360 BI (Business Intelligence) is a suite of reporting and analytical tools built on the industry-leading IBM Cognos platform. With a comprehensive set of data models, more than 400 pre-delivered reports, and a variety of format and delivery options, HORIZON 360 BI puts timely and accurate information at users’ fingertips.

Technical Overview HORIZON 360 BI has three main software components:

• Database Server: Hosts all HORIZON 360 BI related data, including banking data from HORIZON core, prior archives, and application settings, and security.

• Application Server: Hosts the IBM Cognos Analytics platform that provides all user services such as query, reporting, scheduling, and dashboards.

• Client Browser: All client content and tools are delivered through a web browser such as Internet Explorer or Chrome, resulting in a modern user experience with zero-install.

Server Requirements

Small Size Banks (< 1 Bil Assets)

Medium Size Banks (1-4 Bil Assets)

Large Size Banks (>4 Bil Assets)

Memory

All-in-one Server 20 GB – Total 8 GB – Per Instance of Cognos 4 GB – OS 8 GB – SQL

32 GB – Total 12 GB – Per Instance of Cognos 4 GB – OS 16 GB – SQL

52 GB – Total 16 GB – Per Instance of Cognos 4 GB – OS 32 GB – SQL

SQL Server 12 GB – Total 4 GB – OS 8 GB – SQL

20 GB – Total 4 GB – OS 16 GB – SQL

36 GB – Total 4 GB – OS 32 GB – SQL

Application Server 12 GB – Total 8 GB – Per Cognos instance 4 GB – OS

16 GB – Total 12 GB – Per Cognos instance 4 GB - OS

20 GB – Total 16 GB – Per Cognos instance 4 GB – OS

Processor

All-in-one Server 8 CPUs 12 CPUs 16 CPUs

SQL Server 4 CPUs 8 CPUs 16 CPUs

Application Server 4 CPUs 4 CPUs 8 CPUs

Disk Storage

All-in-one Server 100 GB Primary Partition 500 GB Data/Application Partition 10K RPM Drives or Faster RAID-5 (Minimal Configuration)

100 GB Primary Partition 1 TB Data/Application Partition 10K RPM Drives or Faster RAID-5 (Minimal Configuration)

100 GB Primary Partition 2 TB Data/Application Partition 10K RPM Drives or Faster RAID-5 (Minimal Configuration)

SQL Server 80 GB Primary Partition 500 GB Data Partition 10K RPM Drives or Faster RAID-5 (Minimal Configuration)

80 GB Primary Partition 1 TB GB Data Partition 10K RPM Drives or Faster RAID-5 (Minimal Configuration)

80 GB Primary Partition 2 TB GB Data Partition 10K RPM Drives or Faster RAID-5 (Minimal Configuration)



Small Size Banks (< 1 Bil Assets)

Medium Size Banks (1-4 Bil Assets)

Large Size Banks (>4 Bil Assets)

Application Server 80 GB Primary Partition 100 GB Data/Application Partition 10K RPM Drives or Faster RAID-5 (Minimal Configuration)

80 GB Primary Partition 100 GB Data/Application Partition 10K RPM Drives or Faster RAID-5 (Minimal Configuration)

80 GB Primary Partition 100 GB Data/Application Partition 10K RPM Drives or Faster RAID-5 (Minimal Configuration))

Software

Operating System Microsoft Windows Server 2012 Microsoft Windows Server 2016

Microsoft Windows Server 2012 Microsoft Windows Server 2016

Microsoft Windows Server 2012 Microsoft Windows Server 2016

Microsoft SQL Server Microsoft SQL 2012 Microsoft SQL 2016

Microsoft SQL 2012 Microsoft SQL 2016

Microsoft SQL 2012 Microsoft SQL 2016

Additional Software IBM iSeries Access for Windows Adobe Acrobat Reader Antivirus (Not scanning SQL Data Directory) Internet Information Services Microsoft .NET Framework 3.5 SP1

IBM iSeries Access for Windows Adobe Acrobat Reader Antivirus (Not scanning SQL Data Directory) Internet Information Services Microsoft .NET Framework 3.5 SP1

IBM iSeries Access for Windows Adobe Acrobat Reader Antivirus (Not scanning SQL Data Directory) Internet Information Services Microsoft .NET Framework 3.5 SP1

Namespace Authentication

Active Directory Integration Active Directory Integration Active Directory Integration

NOTE: HORIZON 360 BI is also available in an FIS hosted environment.

Client Browsers HORIZON 360 BI supports current versions of Internet Explorer, Chrome, Firefox and Safari. For an up to date listing of supported client environments refer to the IBM Cognos knowledgebase: http://www-01.ibm.com/support/docview.wss?uid=swg27021368.

NOTE: The Microsoft Edge browser is not supported.

https://urldefense.proofpoint.com/v1/url?u=http://www-01.ibm.com/support/docview.wss?uid%3Dswg27021368&k=%2FbkpAUdJWZuiTILCq%2FFnQg%3D%3D%0A&r=V4RbwUeYEPMoMpwsKidHp0A%2BFoKYUYOmgK8GmRNPps4%3D%0A&m=C3y3IXTP4IrIh8Lql36ZVIW%2Ba%2BOHI771P7Tik2LY4zI%3D%0A&s=414dcc5c1e90c3c9f549a146588c246a27b5d34d42b91bff4d64421ac6cd4836



Reports and Print

Report Viewing and Printing In a service bureau environment, all HORIZON reports will be archived on COLD+ with viewing capability. For printing of same day queries and reports, NSF/charge back notices, and statement requests, the HORIZON Technology Center (HTC) will work with the client to configure a printer at a predetermined location. The HTC does not offer rendering services.

Bundle Printing Time Deposit Interest and IRA Distribution Checks Checks will be to either the FIS Print location or to the bank via the PDF process. Printed checks will be delivered via FedEx on a day’s delay.

Statements There are several options for statement print. If an image interface is used, statement text files will be transmitted to the appropriate item processing center for printing and distribution. The FIS Print location can also print both image statements from ImageCentre, or non-image statements created by HORIZON.

Report Printing Report printing is available through COLD+. Intraday reports can also be printed using the HORIZON MyPrint or Remote Print functionality.

Forms and Notices Forms and Notices can be printed at the bank using the PDF process or at the FIS Print location, which will be delivered via FedEx and received on the following business day. Same day notices are available for print via the Remote Print functionality.

Tax Form Printing 1099/1098 tax forms are generated using the HORIZON tax application. Print files are transmitted to the Fidelity Output Solutions (FOS) group. Tax forms can be rendered and mailed directly to the bank’s client or they can be forwarded to the bank for rendering and mailing.

FIS Print Location For clients who print large volumes of customer documents, the FIS Print location offers a variety of support services in addition to laser print capabilities. A state of the art mail support center, with multi-equipment configurations, handles everything from folding, inserting and metering to pre-sorting and delivery to the Post Office. The FIS Print location provides the client with dependable, efficient mail service to expedite movement of documents to their customers with on-time delivery and maximum postage discounts.



Proven Peripherals

The following peripherals are supported for this release. For questions or to request additional technical information, contact HORIZON Client Care.

Proven Printers Manufacturer Model Type Auto Cut Logo

ADDMASTER IJ-7100-2 Validation/Journal Yes No

ADDMASTER IJ-7102 Validation/Journal Yes No

ADDMASTER IJ-7202 Validation/Journal Yes Yes

Burroughs ReceiptNow Journal Yes Yes

Craden DP9 Validation/Passbook/Check No No

Digital Check TS240/TTP Journal Yes Yes

Digital Check TS500/TTPII Journal Yes Yes

Epson TM-H6000IV Validation/Journal/Check No No

Epson TM-S2000MJ Validation/Check No No

Epson TM-S9000MJ Validation/Journal/Check No No

Epson TMU325 Validation/Journal No No

Epson TM-U325 Validation/Journal No No

Epson TM-U375 Validation/Journal/Check No No

Epson TM-U675 Validation/Journal/Check No No

HP M402dn Validation/Journal/Check/Report No Yes

HP M402dne Validation/Journal/Check/Report No Yes

HP M605dn Validation/Journal/Check/Report No Yes

ITHACA 1500 Bankjet Validation/Journal No No

ITHACA 153P Validation/Journal No No

Lexmark MS310dn Validation/Journal/Check/Report No Yes

Pertech 5351 Validation/Journal No No

Source Technologies

ST9715 Validation/Journal/Check/Report No Yes

Source Technologies


Source Technologies


Source Technologies


Standard Register DL6050dnSP Validation/Journal/Check/Report No Yes

TPG B780 Validation/Journal/Check No No

TROY M600 MICR Validation/Journal/Check/Report No Yes

Unisys UDS540 Validation/Journal/Check/Report No Yes

Supported ID Scanners Manufacturer Model Details

ScanShell® SnapShell® 800 R Twain simplex USB scanner, zero warm-up with quick digital capture and no external power supply

ScanShell® SnapShell® R3 – HD USB scanner, zero warm-up, zero warm-up with quick digital capture and no external power supply



Supported Signature Pads Manufacturer Model Applications Virtual Support

Topaz T-LBK462-HSB-R iDO/Teller Capture Yes

Topaz T-L462-HSB-R iDO/Teller Capture Yes

Topaz T-LBK766SE-BHSB-R iDO/Teller Capture Yes

Topaz T-LBK57GC-BHSB-R iDO/Teller Capture Yes

Topaz T-S460-HSB-R iDO/Teller Capture Yes

Supported Scanners Manufacturer Model Virtual Support

Burroughs SmartSource No

Burroughs SmartSource Open No

Burroughs SmartSource Elite No

Canon CR-25 No

Canon CR-50 No

Canon CR-55 No

Canon CR-80 No

Canon CR-135 No

Canon CR-180/180II No

Canon CR-190 No

Digital Check BX-7200 No

Digital Check TS-215 No


Digital Check TS-220e No


Digital Check TS-240 Yes


Digital Check TS-500 Yes

Digital Check CX-30 No

Epson TM-S1000 (Capture One) No

Epson TM-S2000 No

Epson TM-S9000 No

Panini/Unisys MyVisionX No

Panini MyVisionX 2P No

Panini VisionX No

Panini VisionX P No

Panini VisionX 1F No

Panini VisionX AGP No

Panini VisionNext No

NOTE: If a peripheral is not on this list, support for it may be requested through a Request for Professional Services (RPS). A charge may apply.

NOTE: Some multi-function printer/copier devices do not work properly with the IBM iSeries (AS/400).



Legal Information



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The intended recipient shall not use any part of the information contained in, or supplied with this document, in any way to the competitive disadvantage of FIS, and will take all steps designed to assure its compliance with this provision.

This document is neither an offer nor intended by FIS, upon acceptance by the intended recipient, or otherwise, to create a binding agreement with FIS. Such an agreement shall be reflected only by a definitive contract, executed by both parties.

Trademarks

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Company, product, and service names used by Fidelity National Information Services within, or supplied with this document may be trademarks or service marks of other persons or entities.

Copyright

Copyright © 2000-2019 FIS and/or its subsidiaries. All rights reserved.

Copyright © 2019 FIS and/or its subsidiaries. All Rights Reserved.

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