Currently the timeout parameter for a CU*BASE GOLD session connected to the iSeries is set to 90 minutes. This means that after 90 minutes of inactivity, the session will be logged off automatically. This setting reflects the need to balance the system resources that are required to handle session timeouts across all workstations for all online clients. The shorter the period, the more users hit a session timeout at the same time, and that can have a noticeable impact on system efficiency. In a  More...

Configuring Encryption ***IMPORTANT: You must have local administrator privileges on the PC to complete these procedures.*** 1. Download the Configure Encryption utility from http://updates.cubase.org 2. Run the tool as an administrator 3. After running the tool, launch the print session and navigate to “Communication > Configure” 4. Click the “Properties” button 5. Select “Use System iNavigator default”, “Use Secur  More...

Print sessions are just a pass-through application, that take information from the iSeries host and route the document to a Windows printer already installed on the workstation. Print sessions can also be used to write the document to a file on the hard drive. To set what printer a session routes to, or to determine whether the correct printer is selected, follow these steps: Open the print session if it is not already open. (Note: the session does not need to be signed in.) Click on the Fil  More...

This is because the print session is not pointing to the correct folder location. It shoudl be pointing to the \..\PrePrint folder for eLoans and other forms, and to the \..\ToPrint folder for eReceipts. Contact a CSO team member for assistance at 800.327.3478 x266.

This is an issue when trying to access the IBM iAccess Key Database that holds all the certificate information necessary for using SSL. Make sure you've run the updates.cubase.org for enabling encryption as well as the everyone permission to ensure all users can access the key database file. Next you will want to access the IBM iAccess for Windows either through Control Panel or the Start Menu and go under the Secure Sockets option. Select 'Use default key database' if not already se  More...

After enabling session encryption, GOLD may present a Warning T02 error message and not launch. Here is a screenshot of the error: If you encounter this error message, there may be an issue with your workstations local certificate store. We have identified a few possible causes. Typically, your workstation has several expired certificates in the store that are causing conflicts; or your workstation does not have the correct GoDaddy intermediate certificates. Follow the steps below to corre  More...

Enter your device library by launching Tool #326 CU Hardware Configuration. You will need the correct authority to do so. Decide what the ID for the new device should be based on your existing device listing. Complete a Workstation Request form and fax it to the Systems Team at (616) 285-5735. If you don't have one available, you can get one by by going to NET > Technical Support Info > Links in your GOLD session; choose the New Workstation Request. Requests will be completed within   More...

This user must have at some point chosen F21 Select assistance level and changed the level from Intermediate to Basic. The Basic view of the Work With All Spooled Files screen is what that user was seeing while everyone else at the CU was seeing the Intermediate version. CU*BASE only has GOLD panels for the Intermediate view of IBM screens. To correct this, the user should use F21 Select assistant level and changing the value back to Intermediate.

Session encryption protects member data better than ever by encrypting the information end-to-end as it traverses the network. From the mement the data leaves your PC to when it arrives at the host, it is secure and prontected from interception. In 2007, we introduced the first round of communications-security enhancements, EncryptionPAK, which allowed you to encrypt all CU*BASE data from when it left your office network to when it arrived at ours. We now offer full session encryption, which al  More...

When a Client Access print session is not configured correctly and is launched, the user name is already there and cannot be changed. This is caused by having the wrong connection options selected when configuring the session. To correct this, go into Start -> Programs -> IBM AS/400 Client Access -> Operations Navigator, right click the wescprod.cubase.org connection and choose properties. In the properties window, select connection and change the option for login to Prompt Every Time   More...

As a general rule, CU*BASE GOLD sessions should be closed completely at end of shift /day. This means closing the entire program--not just signing off and leaving the program running awaiting the next login. We at CU*Answers highly suggest shutting down all workstations nightly for clean operation the following morning. Doing this will clear out any memory and programs hanging in memory. Also this will insure a smoother GOLD Update on an update weekend. If your Credit Union runs Virus updat  More...

Configuring Encryption ***IMPORTANT: You must have local administrator privileges on the PC to complete these procedures.*** 1. Download the Configure Encryption utility from http://updates.cubase.org 2. Run the tool as an administrator 3. After running the tool, launch the print session and navigate to “Communication > Configure” 4. Click the “Properties” button 5. Confirm that the “User ID signon information” fiel  More...

Deactivating auto-security then reactivating it does require you to enter a different employee ID. After a password is entered to reactivate auto-security under that ID, the screen will refresh the tools display to show which ones can be accessed and which cannot. However, it doesn't necessarily refresh all of that employee's other preferences such as color theme or tool set (Favorites vs. All My Tools). Therefore it's best to just log off and have the next user log in to complete  More...

This occurs when the release includes changes to the files that your Query uses. For example, if we add a new field to the MASTER file, any Query you have that uses that file will display an error message. Fortunately, it is very easy to refresh your Query so that you can use it again. All you need to do is access the Query and save it. That's all. You don't have to make changes to it, it's just important that you save it so it can refresh itself to match the new file layout.   More...

​ For General Support and CU*BASE Assistance: Use the AnswerBook to submit a question to the Client Services and Education team. You can access the AnswerBook via a CU*BASE session by selecting the @ symbol and asking a question, or by logging in and asking a question. You can also call 616-285-5711 or 800-327-3478 and follow the menu prompts to reach a representative. For Technical Support: Use the ConnectWise ticketing system to submit a question to the Network Services team. ConnectWise   More...

The previous tools used for uploading and downloading to and from CU*BASE will be retired when your credit union recieves the 20.07 CU*BASE software release. For online and Site-Four credit unions, that date is Sunday, July 12. Self-processing credit unions will receive the release the following Sunday, July 19. To replace the two tools, a new tool was introduced in November 2018, Tool #1375 Data Transfers (Upload or Download) . Following the release, this tool will be the default data transfer  More...

When a device first connects to the iSeries, a virtual device is created - consider it a placeholder for that workstation or printer. Only one device can exist for each ID, which is why only one person can sign into a printer at a time. Throughout the virtual devices lifecycle, there are several different statuses that device can be in. Read below for some details! Workstations VARY ON PENDING - this is the default status of the virtual device. This status means the device is ready and wai  More...

Whenever you add files to your Query definition or remove files from it, you also need to refresh the automation configuration, which is basically just a list of the files needed by the Query and must match the Query definition. See the link below for step-by-step instructions.

Members need to remember that when they provide their online banking login credentials to financial aggregation software (Quicken, Mint, Yodlee, etc.) these programs login to online banking in order to retrieve their information. As a result, each time they refresh their data through this software will result in a login being recorded by our online banking software.

MoneyDesktop is a personal finance management tool credit unions can offer via It's Me 247 . MoneyDesktop imports member account history and needs user credentials to get that information. Members originally put this information in when they add an account to MoneyDesktop. If MoneyDesktop gets an error when attempting to import that data, it may indicate the account as having invalid credentials. If a member has recently changed their credentials, they can enter the new login information.  More...

The General Printer ID that is specified in Tool #326 CU Hardware Configuration does not control where screenshots are printed. The screen shot configuration needs to be changed on the virtual workstation device. Contact the network help desk for assistance. There should be 3 sessions per workstation (G0, G1, and G2). The screen shot printer can be modified here.

No. PIB is a layered security solution , which is one of the three methods recommended by the NCUA to comply with the “Guidance on Authentication in Internet Banking Environment” (letter 05-CU-18). Remember that you only need to select one of the three available methods. (The other two methods are multi-factor authentication, and “other controls,” the NCUA’s way of allowing for technology that doesn’t even exist yet.) Although the term “multi-factor   More...

You can use the “Print CU Checks” feature to cut a check to any vendor, including vendors that have been configured in your CU*BASE Vendor database, without creating an invoice record, if you wish. If you want that item to show up in the vendor's history (and update their YTD amount paid for the current year only ), you will need to perform a separate step to add the record manually. Here are the steps: Step 1: Printing a Quick A/P Check In a nutshell, you will be using Tool   More...

You can schedule the AFT payment to pay the amount in full every time (for credit cards or lines of credit). Making this selection allows the member to pay the LOC or credit card off every time a transfer is performed. (The recommended frequency with this AFT payment method is Monthly.) For LOCs , this means pay whatever the current balance on the loan is at the time the transfer is performed. If the AFT payment amount will result in an overpayment on the loan, the transfer amount will be adj  More...

CU*BASE uses phone numbers that are stored in the MASTPH file when generating card activation information to send to vendors on initial card orders. The numbers in MASTPH are determined by the label/flag applied in Tool #3 Open/Maintain Memberships/Accounts or Tool #15 Update Membership Information as follows: Nighttime # - primary phone number sent to vendor and defaulting into the Card Activation field when ordering a card. Daytime # - secondary phone number sent to the vendor. Mobile –   More...