OTCnet Local Bridge (OLB) Fact Sheet

Bureau of the Fiscal Service

Over the Counter Channel (OTCnet) Last updated 6/9/2022

What is the OTCnet Local Bridge (OLB)?

The OTCnet Local Bridge (OLB) application is used to support Check Capture, Check Processing, Card

Processing, OTC Kiosk and Terminal Configuration tasks. The OLB removes the OTCnet application’s

dependency on the Java browser plug-in, which will no longer be supported by OTCnet. The OLB

application is available for download from OTCnet Online, and users do not need to download or

purchase any additional software to run the OLB.

What are the key features and benefits of the OLB?

Once users install the OLB, OTCnet runs more smoothly with faster check and card terminal detection

and quicker access to various check scan forms. If the OLB is not installed on your workstations, then

OTCnet will not function properly and may result in settlement delays with your business operations.

Please work with your Agency point-of-contact, Agency IT Team, the OTCnet Customer Support Team,

and your OTCnet Deployment Specialist ensure your workstations are on the latest OLB version.

Who needs the OLB?

The OLB is a requirement for users performing Check Capture, Card Processing, OTC Kiosk Tablet, and

Terminal Configuration Operations. These users include the Check Capture Administrator (CCA), Check

Capture Supervisor (CCS), Check Capture Lead Operator (CCLO), Check Capture Operator (CCO), Card

Administrator (CA), Card Operator (CO), and Kiosk Operator (KO).

The OLB does not impact Deposit Processing users or interface users. The OLB has minimal impact to

Offline user operations. Offline users do not need to complete the system prerequisites listed below.

However, Offline CCA users need to complete the step of creating credentials.

Why do agencies need to upgrade their OLB?

Upgrading your OLB and firmware is encouraged as new versions include critical security enhancements.

We strongly recommend that your agency upgrades its workstations to the latest OLB software

and firmware for optimal protection against security threats.

OTCnet Local Bridge (OLB)

Fact Sheet

Bureau of the Fiscal Service

Over the Counter Channel (OTCnet) Last updated 6/9/2022

What are the system prerequisites for the OLB?

For Google Chrome and Microsoft Edge, no prerequisites are needed for downloading and installing

the OLB.

On June 15, 2022, Microsoft retired Internet Explorer 11. Windows 10 and Windows 11 do not support

Internet Explorer 11. OTCnet recommends all workstations transition to Google Chrome or Microsoft

Edge to avoid any disruptions in functionality.

You may still use IE 11; however, it is no longer supported. If you experience any issues, we recommend

your agency:

• Use Google Chrome or Microsoft Edge

• Upgrade to the latest version firmware (check processing only)

• Upgrade to the latest version of the OTCnet Local Bridge (OLB) (check and card processing only)

For Internet Explorer (IE), the IE configuration settings must be modified. Reference the System

Requirements Guide and the OLB Configuration and Setup Guide for step-by-step instructions on

completing the OLB prerequisites. for step-by-step instructions on completing the OLB prerequisites.

The Check Capture Administrator and Card Administrator are the only users that can complete the

download of the OLB application. Once the download is complete, any user with Windows Administrator

rights can install the OLB application.

What are the compatibility requirements for the OLB?

For Check and Card Processing, it is required that the latest OLB version is installed. Be sure to uninstall

any old versions of the OLB before attempting to install a new OLB version on a workstation.

Resources and Additional Information

For more information on the OLB application, the OTCnet Team has provided several technical resources

and reference materials. A full listing of available resources can be found on the OTCnet OLB web page.

• OTCnet System Requirements &

Reference Guide

• OTCnet OLB FAQ Sheet

• OTCnet Local Bridge (OLB) Configuration and Setup

Guide

• OTCnet Local Bridge (OLB) Information and Resources

Bureau of the Fiscal Service

Over the Counter Channel (OTCnet) Last updated 6/9/2022

What are the steps for downloading and installing the OLB?

Once you’ve successfully configured your system, per the prerequisites detailed above, you may proceed to download

and install the application. Please refer to the list below for details on the process of setting up the OLB:

Step Description Associated Resources

Download the OLB

This step is completed by the Check Capture

Administrator (CCA) and Card Administrator (CA) only.

The OLB application is downloaded as a Zip file, which

contains the OLB application installation file (EXE file).

As part of this step, the CCA or CA extracts these files

from the Zip file.

For step-by-step instructions,

please see:

• Printable Job-Aid: Download

the OLB Application

Install OLB Application

Users need Windows Administrator privileges to install

the OLB application on a workstation. Therefore, users

may need to work with their Agency IT support staff to

install the OLB application on the workstation.

For step-by-step instructions,

please see:

• Printable Job-Aid: Install the

OTCnet Local Bridge (OLB)

Application

Create OLB profile

Each user must create a unique OLB profile. Creating an

OLB profile allows users to save and store the credential

file that is used to authenticate the OLB application in

OTCnet Online. Users may save the OLB credential file

to any folder in which they have the ability to save a file

(e.g., My Documents folder, Desktop folder). For OTCnet

Offline, the CCA creates the CCA Offline logon profile,

allowing them to save the credential file that is used to

authenticate OTCnet Offline.

For step-by-step instructions,

please see:

• Printable Job-Aid: Create the

OTCnet Local Bridge (OLB)

Profile

Import OLB Credentials

After the OLB profile is created, users can easily import

their credential file. Importing OLB credentials is unique

to each user, so each user will need to import their

credentials one time before proceeding to use the OLB

application.

For step-by-step instructions,

please see:

• Printable Job-Aid: Import OLB

Credentials

Start the OLB

To start the OLB, users double-click the OTCnet OLB

icon on the workstation’s desktop, enter the User ID and

password, and click Login. Once users have successfully

started the OLB application, they can proceed to log in to

OTCnet Online.

For step-by-step instructions,

please see:

• Printable Job-Aid: Start and

Stop the OTCnet Local Bridge

(OLB) Application

If you are a Check Capture Administrator, Check Capture Supervisor, Check Capture Lead Operator, Check Capture Operator, Card

Administrator or Card Operator, you are authorized to complete these steps.

The Check Capture Administrator completes this step for OTCnet Offline users.

Bureau of the Fiscal Service

Over the Counter Channel (OTCnet) Last updated 6/9/2022

Points of Contact:

Have a question or unable to find an answer in the listed resources? No problem! Please reach out to one of the points of

contact listed below, and someone from the OTCnet Team will be happy to assist you.

For questions regarding the roll out of OLB and how to set up and operate the OLB application, please

contact the Deployment Team

The OTCnet Deployment Team

Phone: 703-377-5586

Email: fiscalservice.otcdep[email protected]m

For general questions regarding the OTCnet application, please contact the Customer Support Team

The OTCnet Customer Support Team

Toll free phone: 866-945-7920

DSN phone: 510-428-6824, Options 1, 3, 4

Email: FiscalService.OTCChannel@citi.com

For questions relating to OTC business, please contact the Bureau of the Fiscal Service:

Mr. Reginald McKinney

Phone: 202-874-6893

Email: Reginald.McKinne[email protected]ov