CSSN ScanShell 800 User guide

CSSN ScanShell 800 User guide

CSSN

Scanshell.Net

USER GUIDE

This publication contains proprietary information of the Card Scanning Solutions

Company, provided for customer use only. No other uses are authorized without the express written permission of Card Scanning Solutions.

WARRANTY

Card Scanning Solutions provides this publication “as is” without warranty of any kind, either express or implied, including, but not limited to, the implied warranties of merchantability or suitability for any particular purpose.

Card Scanning Solutions reserves the right to revise this publication, and to make changes in the content hereof from time to time without notification. Some countries or states in the

USA do not allow a disclaimer of express or implied warranties in certain transactions; if you are a resident of such country or state, this statement may not apply to you.

This publication may include technical inaccuracies or typographical errors. Changes are made periodically to the information herein; these changes will be incorporated in new editions of the publication. Card Scanning Solutions may make improvements and/or changes in the products and/or the software described in this publication at any time.

NOTICE TO USER

This user guide should not be construed as a representation or warranty with respect to the software named herein. Occasionally, changes or variations exist in the software that are not reflected in the manual. Generally, if such changes or variations are known to exist and to affect the product significantly, a release note or “read me” file accompanies the user guide and/or the distributed software. In that event, be sure to read the release note or “read me” file before using the product.

PUBLICATION

The descriptions, specifications, design and procedures contained in this user guide were effective at the time of publication of this document. Card Scanning Solutions reserves the right to modify any of the above at any time without notice and without incurring obligations.

TRADEMARKS

All trademarks are the property of their respective holders and are hereby acknowledged.

Scanshell.net User Guide © 2005 Card Scanning Solutions

2

Table of Contents

TABLE OF CONTENTS

Warranty .................................................................................................................................................................... 2

Notice to User ........................................................................................................................................................... 2

Publication................................................................................................................................................................. 2

Trademarks ................................................................................................................................................................ 2

T

ABLE OF

C

ONTENTS

..................................................................................................................................................... 3

Table of Figures........................................................................................................................................................ 6

1.

INTRODUCTION.................................................................................................................................................. 8

A

BOUT THIS DOCUMENT

................................................................................................................................................ 8

Modules covered in this document ........................................................................................................................ 8

Navigating this User Guide .................................................................................................................................... 8

O

VERVIEW

....................................................................................................................................................................... 8

M

ODULES

......................................................................................................................................................................... 8

S

CANSHELL

.

NET

F

EATURES

.......................................................................................................................................... 9

2.

GETTING STARTED ........................................................................................................................................ 10

B

EFORE USING THE SCANNER

..................................................................................................................................... 10

M

INIMUM SYSTEM REQUIREMENTS

............................................................................................................................ 10

C

ONNECTING THE SCANNER

........................................................................................................................................ 10

I

NSTALLATION

.............................................................................................................................................................. 11

U

NINSTALL

.................................................................................................................................................................... 11

3.

STARTING THE PROGRAM ......................................................................................................................... 12

L

O GIN

............................................................................................................................................................................. 12

First time use: ......................................................................................................................................................... 12

Creating a new database....................................................................................................................................... 13

4.

MAIN SCREEN .................................................................................................................................................... 14

M

ENU

D

ESCRIPTION

..................................................................................................................................................... 15

T

OOLBAR

D

ESCRIPTION

............................................................................................................................................... 16

S

EARCH FACILITY

......................................................................................................................................................... 17

R

ECORD

L

IST

T

ABLE

.................................................................................................................................................... 18

Modifying and organizing the record list appearance..................................................................................... 18

Organize according to a specific field ...................................................................................................................18

Table headers - Right-clicking options .................................................................................................................18

Record list - Right-clicking options ......................................................................................................................18

Editing a record ...................................................................................................................................................... 19

Adding a new record .............................................................................................................................................. 19

Auto detect ............................................................................................................................................................19

Deleting records ..................................................................................................................................................... 19

Printing records...................................................................................................................................................... 20

Exporting records ................................................................................................................................................... 20

A

CTIVE

R

ECORD

D

ETAILS

........................................................................................................................................... 21

Module tabs ............................................................................................................................................................. 21

The Image section................................................................................................................................................... 21

Zoom .....................................................................................................................................................................21

Browsing ...............................................................................................................................................................22

Notes and Categories............................................................................................................................................. 22

Editing the active-record section layout............................................................................................................. 22

Editing the active record fields ............................................................................................................................ 22

Renaming field labels ............................................................................................................................................22

Moving fields up and down the list .......................................................................................................................22

Removing fields ....................................................................................................................................................22

Additional commands ............................................................................................................................................ 22

Editing the active record values........................................................................................................................... 22

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Table of Content

T

HE STATUS BAR

........................................................................................................................................................... 23

5.

RECORD MANAGEMENT ............................................................................................................................. 24

S

CAN

/E

DIT

W

INDOW

................................................................................................................................................... 24

N

EW

R

ECORD

S

CREEN

: B

UTTON

D

ESCRIPTION

....................................................................................................... 25

A

DDING A NEW RECORD

.............................................................................................................................................. 26

Adding more images............................................................................................................................................... 27

S

CANNING FROM FILE

.................................................................................................................................................. 28

S

CANNING MAGNETIC STRIPS

...................................................................................................................................... 28

CAPTURING SIGNATURES ................................................................................................................................... 28

A

FTER THE CARD IS SCANNED

.................................................................................................................................... 29

Notes ......................................................................................................................................................................... 29

Categories................................................................................................................................................................ 29

Attaching categories ..............................................................................................................................................30

Creating, editing and deleting Categories .............................................................................................................30

sIGNATURES .......................................................................................................................................................... 30

Adding, Validating and deleting signatures ..........................................................................................................31

R

AW

OCR...................................................................................................................................................................... 32

V

ERIFYING CARDS

........................................................................................................................................................ 34

6.

DATABASE MANAGEMENT ........................................................................................................................ 36

O

VERVIEW

..................................................................................................................................................................... 36

C

REATING A NEW DATABASE

...................................................................................................................................... 36

Fields display order ............................................................................................................................................... 39

Fields manipulation options ................................................................................................................................. 39

Adding fields .........................................................................................................................................................39

Editing fields .........................................................................................................................................................40

Deleting fields .......................................................................................................................................................40

Set legal fields .......................................................................................................................................................40

O

PENING AN EXISTING DATABASE

............................................................................................................................. 41

D

ATABASE BACKUP

...................................................................................................................................................... 42

Creating a backup .................................................................................................................................................. 42

7.

USER MANAGEMENT..................................................................................................................................... 43

A

DDING A NEW USER

.................................................................................................................................................... 43

Advanced.................................................................................................................................................................. 45

E

DITING AN EXISTING USER

........................................................................................................................................ 45

D

ELETING A

U

SER

........................................................................................................................................................ 45

8.

EXPORTING DATA........................................................................................................................................... 47

E

XPORT

L

IST

................................................................................................................................................................. 47

Creating an export list ........................................................................................................................................... 47

E

XPORTING TO THE

W

EB

............................................................................................................................................. 47

E

XPORTING TO

FTP...................................................................................................................................................... 50

FTP Advanced Details........................................................................................................................................... 50

Data file naming ....................................................................................................................................................51

Data Field Format ................................................................................................................................................. 51

E

XPORTING TO EMAIL

.................................................................................................................................................. 54

E

XPORTING TO APPLICATIONS

.................................................................................................................................... 55

E

XPORTING TO FILE

...................................................................................................................................................... 56

Data File Naming ................................................................................................................................................... 57

Data Field Format ................................................................................................................................................. 58

T

RANSFERRING DATA TO AN APPLICATION

............................................................................................................... 61

9.

APPLICATION SETTINGS ............................................................................................................................. 62

G

ENERAL

T

AB

............................................................................................................................................................... 62

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Table of Content

I

MAGE

T

AB

.................................................................................................................................................................... 64

Overview .................................................................................................................................................................. 64

Image color scheme................................................................................................................................................ 64

Image File Settings................................................................................................................................................. 65

Scanner..................................................................................................................................................................... 65

Scanner Calibration ............................................................................................................................................... 66

Cleaning the scanner ............................................................................................................................................. 66

L

IVE

U

PDATE

................................................................................................................................................................ 67

ID

Registration ............................................................................................................................................................. 67

S

CAN

........................................................................................................................................................................... 69

Scanner automation Tab ....................................................................................................................................... 69

Card Size ...............................................................................................................................................................70

Field setting tab ...................................................................................................................................................... 70

Removing fields from the display list ...................................................................................................................71

Renaming fields.....................................................................................................................................................71

Fields order............................................................................................................................................................71

Verification Tab ...................................................................................................................................................... 73

S

CANSHELL

AND M

EDIC

S

CAN TABS

........................................................................................................................ 74

Scanner automation Tab ....................................................................................................................................... 74

Card Size ...............................................................................................................................................................74

Field setting tab ...................................................................................................................................................... 75

Removing fields from the display list ...................................................................................................................76

Renaming fields.....................................................................................................................................................76

Fields order............................................................................................................................................................76

B

USINESS

C

ARD

AND CHECK TABS ..................................................................................................................... 77

P

ASSPORT

T

AB

.............................................................................................................................................................. 78

Scanner automation Tab ....................................................................................................................................... 78

Card Size ...............................................................................................................................................................78

Field setting tab ...................................................................................................................................................... 79

S

IGNI

S

HELL TAB

........................................................................................................................................................... 79

Settings tab .............................................................................................................................................................. 79

Field setting tab ...................................................................................................................................................... 80

10.

PRINTING ............................................................................................................................................................. 81

P

RINTING RECORDS

...................................................................................................................................................... 81

L

AYOUT OPTIONS

.......................................................................................................................................................... 83

Adding a layout ....................................................................................................................................................... 83

Adding a layout from an existing one ................................................................................................................. 83

Modifying an existing page layout....................................................................................................................... 83

Deleting a layout .................................................................................................................................................... 83

S

ELECTING FIELDS

........................................................................................................................................................ 84

Changing the order of the fields appearance .................................................................................................... 86

Removing a field from the Selected Fields column ........................................................................................... 86

P

RINT

P

REVIEW

............................................................................................................................................................. 86

Changing the printing font.................................................................................................................................... 88

11.

DYMO PRINTER ................................................................................................................................................ 89

Changing the order of the fields appearance .........................................................................................................90

Removing a field from the Selected Fields column ..............................................................................................90

12.

LIVE UPDATE ..................................................................................................................................................... 91

13.

IMPORT ................................................................................................................................................................. 93

14.

RULES ..................................................................................................................................................................... 95

C

REATING RULES

.......................................................................................................................................................... 96

E

DITING

R

ULES

............................................................................................................................................................. 99

D

ELETING

R

ULES

........................................................................................................................................................ 100

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Table of Content

M

ANAGING RULES

...................................................................................................................................................... 100

15.

APPENDIX A: TROUBLES HOOTING ..................................................................................................... 101

TABLE OF FIGURES

Figure 3-1: Login window ....................................................................................................12

Figure 4-1: The main screen .................................................................................................14

Figure 4-2: The search facility .............................................................................................17

Figure 4-3: Records list ........................................................................................................18

Figure 4-4: Right-click contextual menu..............................................................................18

Figure 4-6: Delete command in the contextual menu ..........................................................19

Figure 4-7: Delete dialog ......................................................................................................20

Figure 4-8: Active record details ..........................................................................................21

Figure 4-10: Status bar .........................................................................................................23

Figure 5-1: The New and Edit Record screen ......................................................................25

Figure 5-2: Region/State selection .......................................................................................27

Figure 5-4: Categories window ............................................................................................30

Figure 5-5: Manual OCR window ........................................................................................32

Figure 5-6: Card verification window ..................................................................................34

Figure 5-7: Verification window with scan and verification results ....................................35

Figure 6-1: Module selection window..................................................................................37

Figure 6-2: Database fields and layout fields' selection window .........................................38

Figure 6-3: Fields creation window......................................................................................39

Figure 6-4: Dropdown list value definition window ............................................................40

Figure 6-5: Set legal fields window......................................................................................41

Figure 6-6: Database backup screen .....................................................................................42

Figure 7-1: User list window ................................................................................................43

Figure 7-2: New user setup window.....................................................................................44

Figure 7-3: The user permissions Advance screen ...............................................................45

Figure 8-1: Export list window.............................................................................................47

Figure 8-2: Module and fields selection for Web export .....................................................48

Figure 8-3: Extra export data (Web export) .........................................................................49

Figure 8-4: FTP Export configuration ..................................................................................50

Figure 8-5: FTP Advanced Export configuration.................................................................50

Figure 8-6: Module and fields for export .............................................................................52

Figure 8-7: Extra export data................................................................................................53

Figure 8-8: Email export header screen................................................................................54

Figure 8-9: Email export advanced details ...........................................................................54

Figure 8-10: Module and fields selection for export ............................................................55

Figure 8-11: Extra export data..............................................................................................56

Figure 8-12: Export file name configuration ........................................................................57

Figure 8-13: Module and fields selection for export ............................................................59

Figure 8-14: Extra export data (Web export) .......................................................................60

Figure 8-1: The transfer dialog .............................................................................................61

Figure 9-1: Setup - General tab ............................................................................................62

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Table of Content

Figure 9-2: Setup - Image tab ...............................................................................................64

Figure 9-3: Setup - LiveUpdate tab ......................................................................................67

Figure 9-4: Registration window ..........................................................................................68

Figure 9-5: Setup – ID Scan .................................................................................................69

Figure 9-6: Field selection screen.........................................................................................71

Figure 9-7: Verification tab ..................................................................................................73

Figure 9-8: Setup – MedicScan and ScanShell ....................................................................74

Figure 9-9: Field selection screen.........................................................................................75

Figure 9-10: Setup – Barcode and DL Barcode ...................

Error! Bookmark not defined.

Figure 9-11: Setup - Business card module..........................................................................77

Figure 9-12: Setup – passportl..............................................................................................78

Figure 9-13: Magnetic reader tab .........................................

Error! Bookmark not defined.

Figure 10-1: Print wizard - Format selection screen ............................................................82

Figure 10-2: Print Wizard - Fields selection screen .............................................................84

Figure 10-3: Print Preview screen ........................................................................................87

Figure 11-1: Dymo printer setup ..........................................................................................89

Figure 13-1: Import Wizard - Selection of previous CSSN programs' database..................93

Figure 13-2: Import Wizard - Selection of fields to import ...............................................93

Figure 14-1: Rule Wizard window .......................................................................................96

Figure 14-2: Rule Wizard with selections according to the example in this chapter ...........97

Figure 14-3: Rule details section in the Rule Wizard...........................................................97

Figure 14-4: Field content dialog box ..................................................................................98

Figure 14-5: Sound file selection dialog box .......................................................................98

Figure 14-6: Rule list window ..............................................................................................99

Scanshell.net User Guide © 2005 Card Scanning Solutions

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Introduction

1. INTRODUCTION

About this document

ABOUT THIS DOCUMENT

MODULES COVERED IN THIS DOCUMENT

Scanshell.net

is a modular application. It has several modules, each dedicated to a specific field. The modules available to you depend on your license, and the CSSN scanner that is connected to your computer. The basic operation principles of the different modules are similar; however, there are some differences in both operation and layout, according to the specific module tasks. This user guide covers all available modules. Please refer to the parts of this user guide covering your module/s, and ignore those concerned with modules not included in your package.

NAVIGATING THIS USER GUIDE

If you are using this user guide on screen, please note that all pointers (such as “

See

Section x, page 00

) are live hyperlinks, which you can click to jump to the pointed section.

Similarly, all the entries in the Table of Contents at the beginning of this document are live hyperlinks. In addition, you can open the Bookmarks of the Acrobat Reader and use them to navigate the document.

OVERVIEW

Scanshell.net

is a powerful scanning application for ID cards as well as other types of cards and scanning purposes. The cards are scanned into a relational database, and saved in records; each record stores the ID card image, the ID card data, and additional user-defined information such as the scanning time, categories and more. The data stored in

Scanshell.net

can be easily sorted, arranged, stored, retrieved and printed according to various built- in and user-defined criteria and categories.

Scanshell.net

has extensive export capabilities, allowing you to export scanned data automatically to any other application such as Microsoft Outlook, Excel and Word, as well as Email, FTP, and the Web, directly from within the program.

MODULES

Scanshell.net

is a modular application. It has several modules, each dedicated to a specific field. The modules available at the moment are:

§

IdScan for Driver Licenses – Scanning driver licenses

§

Passports Reader – Scanning Passports

§

MedicScan – Scanning medical insurance cards

§

Business Cards Reader – Scanning business cards

§

Scanshell – General scanning purposes

Scanshell.net User Guide © 2005 Card Scanning Solutions

8

Introduction Scanshell.net Features

§

Checks Reader – Scanning checks

Note

: The modules available to you depend on your license, and the CSSN scanner that is connected to your computer. If you wish to add more modules, please contact CSSN sales department on

(310) 691 8920, or through our Web site, http://www. card-reader.com.

SCANSHELL.NET FEATURES

§

Fully automated scanning process - Allowing you to focus on chain- feeding media to the scanner, while image processing and data extraction take place in the background.

§

Automatic page-feed detection - launches the scan job immediately upon the insertion of a document into the scanner.

§

Fully customizable – User defined layout, fields, and field names.

§

Multi language support - users can select their individual application interface language.

§

The ID card / Passport / Barcode image and data are automatically stored in a local or remote relational database, in a pre-defined color scheme and resolution.

§

Image auto alignment - Automatically corrects incorrect card insertion.

§

Capable of scanning any photo media including paper photos, ID cards, Passports and even rigid plastic credit cards.

§

Data is automatically extracted into appropriate database fields.

§

Database capabilities including extensive search capabilities.

§

Exclusive database export capabilities; to other Applications, Internet, FTP, Email, files.

Scanshell.net User Guide © 2005 Card Scanning Solutions

9

Getting Started

2. GETTING STARTED

BEFORE USING THE SCANNER

The scanner has been carefully packaged to avoid damage during transportation. Before operating the scanner, please remove the packaging materials. The box contains the following:

§

ScanShell scanner

§

Application CD

§

USB interface cable

§

User license card

§

Calibration card (only with ScanShell 800)

§

Cleaning card (only with ScanShell 800)

MINIMUM SYSTEM REQUIREMENTS

The minimum system requirements are:

§

Pentium III with 128MB

§

Win 2000 with service pack 2 or higher

§

Internet Explorer 5.01

or higher

§

USB port

§

25 MB free storage space

CONNECTING THE SCANNER

The scanner is connected to the computer via the USB port. To connect the scanner, do the following:

§

Place the scanner on a flat, firm, solid surface with easy access.

§

Plug the USB interface cable into the USB port of the computer

§

After the

Add new hardware wizard

dialog box appears, click

Next

until you are asked to install the driver for the reader.

§

Insert the installation CD into the drive.

§

You will find the driver on the installation CD at:

1.

< CD-ROM drive >:/Driver/800 (for the ScanShell 800 or 800N scanner model)

2.

< CD-ROM drive >:/Driver/MagShell (for the MagShell scanner model)

3.

< CD-ROM drive >:/Driver/1000 (for the ScanShell scanner 1000 model)

§

After you specify the driver location, click

Next

until the installation is complete.

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10

Getting Started Installation

INSTALLATION

To install the software on the computer, do the following:

1.

Close all programs.

2.

Insert the CD into the CD ROM drive.

3.

Wait until the install program begins and follow the instructions on the screen.

4.

If the install program does not start automatically, click the

My Computer

icon on the desktop and select the CD ROM drive.

5.

Double click on the Setup program.

6.

Wait until the install program begins and follow the instructions on the screen.

7.

Setup will check if Microsoft .NET framework 1.1 or higher is installed on your computer. If it is not installed, setup will promt you to install it. Click "Yes" to install Microsoft .NET framework or "No" to skip Microsoft .NET framework installation.

Please note that if Microsoft .NET framework 1.1 or higher is not installed on your computer, you will not be able to install and use Scanshell.net.

To run the software, click the Windows

Start

button, select

Programs > Card Scanning

Solution , and then click Scanshell.net

.

When starting the program for the first time, you will be prompted to fill in your license code.

Note

: Scanshell.net requires a minimal resolution of 1024*768 and is best viewed at 96 DPI.

UNINSTALL

To uninstall the software, open the

Add-Remove Programs

control panel. Select the application icon and click on Add/Remove

.

Follow the uninstall instructions until the operation is completed.

Scanshell.net User Guide © 2005 Card Scanning Solutions

11

Starting the Program Login

3. STARTING THE PROGRAM

LOGIN

Note

: The very first time you start the program you will be prompted to enter your registration number.

When you start the application, you will be presented with a Login dialog box, where you have to fill in a user name and a password, and select or create a database:

Figure 3-1: Login window

1.

Type in your user name and password.

2.

Select a database to open. By default, the application starts with the database that was most recently used, already selected. You can select another database (if it exists) by clicking the Select Database button, or create a new database if no database is available (you must create and specify a database before proceeding). s

A standard browsing window will be opened, by default displaying the application root directory. s

Navigate to the desired database file (which can also be located in a different directory), select a database and press

OK

.

3.

If there is no database yet, you must create at least one database before you can proceed. Click the New Database button to create a database. For complete instruction on creating a new database, please see

Creating a new database, page

36

.

4.

Click Login . The main screen will appear.

FIRST TIME USE:

1.

You must create at least one database in which scanned data will be stored before you can log in. Click the

New Database

button to open the Database Wizard and

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12

Starting the Program Login

create a database. For detailed instructions on creating a new database, please see

Creating a new database, page 36

.

2.

After you create a database, type in a user name and a password you would like to use for this database, and make sure you will remember them.

3.

Click the Login button or hit the Enter key.

Administrator Login

Login as an administrator enables the administrator privileges level (highest user level).

The administrator can define and control access privileges to the application and databases.

Using the

User List

he/she can define additional users and give them different access privileges as explained in the

User Management, page 43.

To log in as an administrator, use the following initial administrator user name and password:

User name: CSSN

Password: 123456

CREATING A NEW DATABASE

Click the New Database button to open the

Database Wizard.

For detailed instructions on creating a new database, see

Creating a new database, page 36

.

When you are done, click Login .

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13

Main screen

4. MAIN SCREEN

Figure 4-1: The main screen

The main screen consists of the following sections (for instructions on how to use each section, please refer to the detailed description of each section after the following list):

1.

Menu bar

(see

Menu

Description

, page 15

).

2.

Toolbar

- Containing buttons for most of the common application functions (see

Toolbar Description, page 16

).

3.

Search facility

– Allowing you to search for any string in any field of the database, and use categories as additional criteria (see

Search facility, page 17

).

4.

Record List

- Displays all the records currently in the database (see

, page 2

).

5.

Record Details

- Displays the Active Record details. After a record is scanned, it is added automatically at the bottom of the record list and becomes the active record.

The Record Details section has an additional tab for each module that is available in the application (see

Active Record Details, page 21

).

6.

Image frame

- Showing the scanned card image, and image browsing and zoom controls.

7.

Notes and categories

- Additional tabs under the image frame for displaying the record notes and categories (if they exist), see

Notes and Categories page 22, and

Notes and Categories, page 29

.

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14

Main screen Menu Description

8.

Status bar

- At the bottom of the screen, showing the number of records in the database, and the scanning sources that are connected/not connected.

MENU DESCRIPTION

Menu Sub-menu

New Database

Open Database

Edit Database

File

Backup database

Import

Export list

Print

Label Printers

Transfer

Log off CSSN

Recent Databases

Exit

New record

Record

Edit record

Delete record

View

Tools

Record Details

Always on top

Settings

Change Password

Action / Description

Create a new database,

see Creating a new database page 36

Open an existing database, see

Opening an existing database page 41

Open the database wizard that allows you to edit the current database, see

Creating a new database page

36.

Backup the currently open database,

see Database backup page 42

Import records from previous versions of CSSN applications, see

Import, page 93

.

Open the Export list, see

Exporting data->Export

List, page 47

.

Print either selected records or all records using the print wizard, see

Printing, page 81

Select and open the dialog of label printers, if connected. See DYMO Printer, page 89.

Transfer data to a designated application (currently only MS Outlook is supported), see

Transferring data to an application, page 61

.

Log off the current user, enabling registration as a different user

Allows you to select a database from a list of recently used databases.

Exit the program

Create a new record – Open the scanning window, see

Scan/Edit

Window

, page 24

Edit selected record – See

Scan/Edit

Window

, page

24

Delete selected record(s) – See

Deleting records, page 19

Toggle the display of the

Active Record

section on and off

Selecting this option causes

Scanshell.net

to be always visible

Open the scanner configuration window, see

Application Settings, page 62

.

Open a window in which you can change your password

Scanshell.net User Guide © 2005 Card Scanning Solutions

15

Main screen

Scanshell.net User Guide © 2005 Card Scanning Solutions

Toolbar Description

Menu Sub-menu

User Manager

Help

Check for Updates

Rules list

About

Scanshell.net

CSSN

on the web

View help

Action / Description

Open the user setup window in which you can add/delete users and access privileges, see

User

Management, page 43

Activate the live update function, see

Live Update, page 91

Open the

Rules

window, where you can define rules.

See

Rules, page 95

Open

Scanshell.net

About screen, with a complete list of

Scanshell.net

modules

A link to the CSSN web site

Open the Help file

TOOLBAR DESCRIPTION

Button Name

Print

New record

Description

Print records according to recently used print properties.

Click on the arrow to select

Selected Records

or

All

Records . Before you can use the print button you have to use the print wizard at least once, to set up the print properties

Open a new record dialog box, in which you can configure and start a scan

Edit record

Open the

Edit Record

dialog to edit the active record

Delete record

Delete the selected record(s)

Card autodetection

Scan button

Application settings

Automatically detect insertion of a new card into the scanner tray, open the New Record dialog box and perform a scan according to the preset configuration

The scan button allows direct scanning. The button's icon changes automatically according to the scanning source selection in the

New Record

screen:

Swipe

– Read magnetic strips using the Magshell scanner.

Scan

– Perform a scan using one of CSSN scanners.

Browse

– Browse for an image file to be used as a data source.

Capture

– Capture a signature using the SigniShell pad\LCD.

Open the application's configuration screen, where you can configure the parameters of the application's various functions

16

Main screen Search facility

SEARCH FACILITY

Filter the records of the active module using the following criteria: The search word or string you enter, a field you specify (or all the active module records if you leave “

Any fiel d”), and category.

Figure 4-2: The search facility

For example: Typing “Smith” in the Find box and selecting Name in the field combo box finds all the records in the active module that have the string “Smith” in their

Name

field.

You can perform the search on the entire module records list by selecting Any field .

The search tries to match the requested string to sub-strings in the database. For example, if you typed in “Jo” in the

Find

field, the search will show results with all records that include the string “Jo”, such as “Johnson”, “Jonah” and even “Banjo”.( case insensitive)

Category

: When you scan in a card, you have the option of attaching categories it to, see

Categories, page 29

. Categories allow you to search for cards in certain categories, e.g.,

VIP customers, business associates, etc. Categories can also be added later while editing records.

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Main screen

RECORD LIST TABLE

Record List Table

Figure 4-3: Records list

The record- list table shows a summary of the database records. The fields that are displayed in the grid are determined while using the database wizard to create the database.

The fields and the order in which they appear in the grid can be changed by opening the

Application Settings (click the Settings button or by select Settings from Tools menu) and selecting the desired module tab. The module tab will have a secondary tab named ‘Field settings’, where you can select the fields that are displayed, and the fields display order, as well as create new fields. See

Application Settings, page 62.

MODIFYING AND ORGANIZING THE RECORD LIST APPEARANCE

The appearance of the list can be modified in several ways, as follows:

Organize according to a specific field

Click on the desired field column header. The whole list will be organized according to this field, sorted in ascending order.

An additional click on the column header will toggle between displaying the table records according to this field in an ascending or descending order.

Table headers - Right-clicking options

Right-clicking on the Record List headers will display the following contextual menu:

Sort Ascending/Sort Descending

: Select Ascending or Descending to organize the table according to this field in ascending or descending order.

Group by This Field

- N/A.

Runtime column customization

- N/A.

Best Fit

– Fits the column width to its content.

Clear Filter

– N/A

Best Fit (all columns)

- Fits all columns width to the table content.

Figure 4-4: Right-click contextual menu

Record list - Right-clicking options

Right clicking on the list opens a contextual menu with the options to create a new record, edit, delete, print and export the active record.

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Figure 4-5: Record list contextual menu

18

Main screen Record List Table

EDITING A RECORD

You can open a record for editing in one of the following ways:

§

Double-click on a record, or

§

Double – click on one of the record fields in the fields display section, or

§

Right-click on a record and select Edit from the contextual menu, or

§

Select a record and then click the Edit Record button in the button bar, or

§

Select a record and then select Edit Record from the main menu.

§

The record will open in edit mode, in which you can edit the record fields, images, notes and categories. This is the same window as the window in which you scan a new card. For information on modifying records data, please see

Adding a new record, page 26

.

ADDING A NEW RECORD

To add a new record, you can use one of the following options:

§

Click the

New

button, or

§

Right-click on a record and select New from the contextual menu, or

§

Select New Record from the main me nu.

§

Click on the Scan/Browse/Swipe button (N/A in auto detection mode). The scanning window will open. Adjust settings as required, and click the Scan button.

For detailed instructions on how to perform a scan, see

Adding a new record, page

26

.

Auto detect

Alternatively, if the auto detect option is enabled, insert a card into the scanner. The scanning process will proceed automatically. To enable auto detect, click the Auto Detect button in the button bar (note that the icon is highlighted green), or check the auto detection box in the Settings->General tab . In Magnetic Reader mode, just swipe the card through the magnetic reader.

DELETING RECORDS

Right-click on a record and select Delete->All records to delete all records currently in the module database, or

Selected Record(s) to delete only the record(s) you selected and right-clicked on.

To delete more than one record at the same time: Hold down the Ctrl key, select the records you want to delete, right-click and select Delete-> Selected Record(s) .

Figure 4-6: Delete command in the contextual menu

Delete button and Delete Record menu command

: You can also delete records by selecting one or more records and clicking on the

Delete

button in the button bar, or selecting Delete Record from the Records menu.

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Main screen Record List Table

Whatever deleting method you choose, the dialog box in

Figure 4-7

will open, asking you if you want to delete the record from all the modules in your Scanshell.net application, or just from the module in which you are currently working. For example, you might have a record of the same person in several modules: A record of his driver’s license in the driver’s license module, a record of his business card in the business card module, etc. You can choose to delete the person’s record from the driver’s license module, but keep the one in the business card module.

Figure 4-7: Delete dialog

PRINTING RECORDS

Right-click on a record and select Print->All records to print all records currently in the database, or Selected Record(s) to print only the record(s) you selected and right-clicked on.

To print more than one record at the same time: Hold down the Ctrl key, select the records you want to print, right-click and select Print-> Selected Record(s) . See also

Printing, page 81

.

Print button

- Select one or more records and click on the Print button in the button bar.

This option will print the records using the printing setup that was most recently used, without opening the Print Wizard.

Print menu command

: You can also print either selected records or all records by selecting Print from the File menu, which will open the Print Wizard.

Print Wizard

– After you make your printing selection, you will be presented with the

Printing Wizard, which will guide you through the various printing options in

Scanshell.net. Please see

Printing, page 81

.

EXPORTING RECORDS

Right-click on a record and select either an existing export list, or

Export list

if you want to create a new export list for this export.

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Main screen Active Record Details

If you selected an existing export list, the export will take place silently in the background.

If you export to email or the web, make sure your computer is connected to the Internet.

If you selected Export List , the Export List window will open, in which you can create a new export list that specifies the parameters for this export. See

Export List, page 47

.

ACTIVE RECORD DETAIL S

Figure 4-8: Active record details

The active-record details section displays the active record, which is either the last scanned record, if you performed a scan, or a record selected in the record list. In addition, it contains the card image (or face/signature image in the case of idScan for Driver License modul

e

, if this option is selected in the module setup tab, see idScan

, page 69).

MODULE TABS

The cards are scanned and kept in a specific application module. You can scan different cards of the same person into more than one module. For example, you can scan a person’s driver license into the driver license module, his medical card into the medical card module, and his business card into the business card module. The system will keep an internal link between records of the same person in different modules. You can switch modules by clicking the module tabs.

THE IMAGE SECTION

The image section displays the card image. In the case of the driver’s license and passport modules, it can also display just the cardholder face or signature image, according to the selected configuration in

idScan->Scanner automation Tab, page 69.

Zoom

- You can zoom in and out on the image as follows: Slide the zoom slide bar, or click somewhere on the slide bar, or use the "+" and "- " buttons. Note that when you enlarge the image, the cursor changes into a hand, with which you can drag the image within the image frame.

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Main screen Active Record Details

Browsing

exist).

- Use the arrows to browse thought the images of the same record (if more images

NOTES AND CATEGORIES

If the record contains notes and categories, it will be indicated by a note sign in the respective button . Click on Notes to view notes attached to the record, click on Categories to view the categories assigned to the record. To edit notes and categories, open the record for editing; see

Notes and Categories, page 29

.

EDITING THE ACTIVE-RECORD SECTION LAYOUT

You can determine which active-record fields are displayed, and change field names and their order of appearance in the module tab under Settings, see

Application Settings, page

62

.

EDITING THE ACTIVE RECORD FIELDS

Renaming field labels

- Right-click on the field label and select Rename .

- Type in a new name and click OK .

Moving fields up and down the list

Right-click on the field label and select Move -> Up or Move->Down .

Removing fields

Right-click on the field label, select

Remove

and click

Yes

in the remove dialog box.

Removing a field will also remove it from the record list.

ADDITIONAL COMMANDS

Right-click on the field value to open a contextual menu, which allows you to copy and paste values, and contains the following commands for non-Latin languages:

Right -to-left reading order

Show Unicode control character

– For displaying the active non-Latin characters control commands

Insert Unicode control character

– For controlling the display of Unicode characters.

Figure 4-9: Active record contextual menu

EDITING THE ACTIVE RECORD VALUES

Double click on the active record line and open the record in Edit mode. Alternatively, you can also select a record and click the Edit Record button, or select Edit Record from the

Record menu. In Edit mode (the same screen as the Scan screen), you can edit record

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Main screen The status bar

values as well as categories, and add or edit notes. For more information on editing record values, categories and notes, see

Adding a new record, page 26.

THE STATUS BAR

Figure 4-10: Status bar

The status bar at the bottom of the screen displays the number of records in the database, and scan sources that are connected/not connected.

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Record Management Scan/Edit Window

5. RECORD MANAGEMENT

Note

: Scanshell.net is designed to work with CSSN scanners only. If a CSSN scanner is not attached to the computer, the 'New Record’ as well as ‘Edit Record’ commands will not be available! If the magnetic reader is attached, the New/Edit option will be available only in the modules that support the magnetic reader.

SCAN/EDIT WINDOW

The New/Edit Record window is used for scanning new records and editing existing records. The

Record

screen is used to acquire new card data and images from CSSN scanners connected to the computer, and store them in database records. Once the scan is performed and processed, the fields on the left side are populated automatically with the user information, extracted from the scanned card. This information can be edited (if needed) before it is saved to the database. To cancel the auto data–extraction, go to the

Settings, and uncheck this option in the desired module

Another image source can be local image files on the hard disk. These files must be scanned in a format of 24 bits (true color) with a resolution of 300 dpi.

To open the New/Edit

Record

window and perform a new scan, you can use one of the following options:

Click the

New Record

button, or

Select New Record from the main menu, or

Right-click on a record in the main screen and select New from the contextual menu.

Click the Scan\Browse\Swipe button

The scanning window will open:

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Record Management New Record Screen: Button Description

Figure 5-1: The New and Edit Record screen

NEW RECORD SCREEN: BUTTON DESCRIPTION

From top left to right in clockwise direction:

Note

: Some of the buttons described here are only available in certain modules.

Button Name

Select Scanner

Description

Scanning source selection

1.

Click on the arrow to select the scanning source: scanner, file, or magnetic reader (if connected).

The icon on the button will change accordingly

2.

In manual mode: Click on the button to start scanning

Extract the data from the scanned card by OCR (Optical

Character Recognition)

Extract data from OCR

Extract data from Barcode

Extract the data from the scanned card's Barcode.

Verification

Verify the the scanned card

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Record Management

Button Name

Raw OCR

Adding a new record

Description

Manually extract text data by OCR from a scanned image. The image has to be in the correct format. If this button is not available, it means the image format is wrong)

Clear scanned data

Clear text

Clear image

Clear the scanned image

Rotate

Rotate the scanned image 90 degrees clockwise. Use it to control the image orientation prior to saving.

Zoom slider

Zoom in and out the image

Number of

Images

Category

Notes

Signature

Browse images

Data fields

Module tabs

Set the number of images that will be scanned for this record (Record cycle - allows chain- feeding and automatic records saving.)

Click to assign categories to record, see

Categories, page 29

. If categories are assigned to a record, it will be marked on the

Category

tab as

Click to add notes to the record. If the record contains notes this will be marked on the Notes tab as

Click to signatures management’s options. This tab will only be available if the SigniShell option was installed.

Browse through the images attached to the record (if there is more than one)

The scanned data arranged in fields

Tabs for the different modules included in your product package (click to select the desired tab)

ADDING A NEW RECORD

1.

Select the scan source from the dropdown list of the Scan button, by clicking on the arrow; Scanner, File or Magnetic reader. s

Scanner

– Scan the card using the attached scanner.(N/A when auto detection is active) s

File

- Extract data from an existing image file. The file must be in 24 bits

(true color) format and a resolution of 300 dpi.

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Record Management Adding a new record

s

Magnetic reader

– Extract the data from the card’s magnetic strip (requires a magnetic reader). s

Signature

– Capture a signature using the SigniShell pad\LCD.

2.

Select the data extractio n method: OCR or Barcode.

OCR uses Optical Character Recognition technology to extract data from the scanned card text.

Barcode extracts the data from the barcode.(N/A in magnetic mode)

3.

If you scan driver licenses, you can click on the Region Auto Detect button to toggle between Region Auto Detect mode and manual country/state selection.

Region Auto Detect is only applicable to regions that support this feature.

Figure 5-2: Region/State selection

4.

If you choose manual region selection, select a state from the Region/State dropdown list (For OCR). Note that the list has several levels, which you can navigate using the list arrows.

5.

Select the module that you want to use for storing this record.

6.

Select the number of images that you want to scan for this record, by using the arrows next to the images number, located under the image.

7.

Place the ID card in the scanner. If auto detect is enable, the scan will start automatically. Else, click on the Scan button.

Figure 5-3: Scan cycle no. of images set to 2

Note: All of these parameters can be configured in the Setting panel, see Application Settings, page 62. Scanshell.net will use this configuration as its default setup.

ADDING MORE IMAGES

If you selected a value greater that 1 in the number of images selection, insert a second card or image into the scanner, and scan it in. The second card image will be added to the record. This is also useful for scanning a card from both sides. (In the idScan module the data will be extracted automatically from all the images, and not only from the first image scanned. However, if the fields already contain data, this data will not be replaced with data extracted from consequent images)

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Record Management Scanning from file

SCANNING FROM FILE

You can also extract data from an image file. If you choose File as the scan source, the file to be scanned must be a valid image file in .bmp format, with at least 300 dpi, and in true color (24 bit) scale.

1.

Follow the instructions in the previous paragraph,

Adding a new record, page 26

.

2.

Click on

File

(instead of

Scanner

).

3.

Navigate and select the desired file in the Windows Explorer window that opens.

4.

Proceed as detailed in

After the card is scanned

on the next page.

SCANNING MAGNETIC ST RIPS

Scanning magnetic strips requires a magnetic reader connected to the computer. The process is the same, except you do not have to set up the data source (OCR or barcode) or region, country and state. This data is included in the magnetic strip. When scanning from a magnetic reader there is no image.

1.

Follow the instructions in

Adding a new record, page 26

.

2.

Select

Magnetic

and swipe a card through the magnetic reader

3.

Proceed as detailed in

After the card is scanned

CAPTURING SIGNATURES

Capturing signatures requires a SigniShell pad or LCD connected to the computer and installed the SigniShell drivers during the setup process. You can save a simple signature image to a record using a unique key.

4.

Follow the instructions in

Adding a new record, page 26

.

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Record Management After the card is scanned

AFTER THE CARD IS SCANNED

1.

Control the data. You can edit data in the fields simply by placing the cursor in the field and editing the information.

2.

Right-click on the field value for a contextual menu, which allows you to cut, copy, paste and delete values, and contains the following commands for non- Latin languages: s

Right-to-left reading order s

Show Unicode control character

– For displaying the active non-Latin characters control commands s

Insert Unicode control character

– For controlling the display of Unicode characters.

NOTES

Click on

Notes

to add notes that will be attached to the record. If you wish, you can add the current date and time to the note by using the corresponding buttons on the right. When you are done, click OK to save the record.

Note

: If a record contains notes and categories, it will be indicated by a .

CATEGORIES

Click on Categories to assign categories to the record. Categories help you to sort the records in your database, and allow you to produce useful reports by performing a search based on categories. For example, you can sort the records in your database according to business associates, VIP customers, badly-paying customers, etc., or even customers you would like to call later. Once categories are attached to records, you can easily perform a search and print or export a report, with a record list sorted according to the desired criteria.

Scanshell.net allows you great flexibility in assigning categories; you can edit existing categories, delete categories, or create as many new categories as you like.

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Record Management After the card is scanned

Figure 5-4: Categories window

Attaching categories

Click on the Categories tab under the image.

Check the desired categories boxes.

Creating, editing and deleting Categories

With the Categories window open, click on Edit List .

In the window that opens you can perform the following:

§

Add a category

- click Add and type in a name for a new category

§

Edit a category

Select a category and click Edit

§

Delete categories

- Select a category and click Delete .

When you are done, press

OK

to save the record to the database.

SIGNATURES

Click on

Signature

to add a digital signature of the card holder in this way you will have the person digital signature for later validation.

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Record Management

Figure 5-5: Signature window

Adding, Validating and deleting signatures

With the Signature window you can manage your one digital signatures database using the

SigniShell options.

Enroll

- adding new signature to the SigniShell database with a unique key (For best results you can use the person ID\License\Passport number). After clicking this option a new dialog will display and the person will have to sign 6 times to create his own digital signature.

Validate

– If a person already did add his signature to the SigniShell database then you can enter the unique key that you had used to add his signature and type it in the Signature title box after that the Validate button should be enabled to use.

Clicking this button will display a new dialog and the person will have to sign in it after that you will get the validation results.

Reset

– This option gives you the ability to remove an existing signature from the

SigniShell database.

The SigniShell database is a global database for each computer and not just for this software. You can use the SigniShell database to sign and validate documents and PDF files and more.

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Record Management Raw OCR

RAW OCR

If you did not select OCR as data source before scanning, or if you have an image that contains data you would like to extract, you can use the Manual OCR option.

Manual OCR provides you with the raw text data and the ability to control it manually.

1.

Open the record containing the required image.

2.

Click on the

Manual OCR

button.

Figure 5-6: Manual OCR window

3.

Select Copy Mode if you want the data you move to fields to be copied, or Cut

Mode is you want the data to be cut from the raw data list when moved to a field.

4.

If you wish to add space before the pasted values and lines, select Add space before paste.

5.

You can arrange the data as follows: s

To select a value: Double click on a value. s

To select a whole line: Click three times on a line to select the whole line.

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Record Management

s

Right click on the selected value or line, and select the field to which you want to paste the data. s

You can also drag a selected value or line and drop it into a field on the left. s

The data can also be selected and copied to another application.

Note

: Raw OCR is not available in some modules.

Raw OCR

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Record Management Verifying cards

VERIFYING CARDS

Scanshell.net is capable of verifying ID cards, by comparing data from two different sources on the card, e.g., OCR and barcode, or OCR and magnetic strip.

1.

Click on the Verification button

Figure 5-7: Card verification window

2.

Select data source for the first scan; OCR or barcode.

3.

Specify region, country and state, or check

Region Auto Detect

.

4.

To start the scan, click Scanner , or File , if you use an image file as data source.

5.

The card will be scanned once, and the data will appear under the First Scan

Results on the left side.

6.

Repeat the process, but this time select a different data source, e.g., if the first scan was performed using OCR, select now barcode or magnetic strip as data source. s

If you select OCR or barcode as the second data source, click Scan to scan, or

File

if your source is an image file. s

If you wish to use the magnetic strip as data source for verification, select

Magnetic from the scan source list, and swipe the card's magnetic strip through the magnetic reader.

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Record Management Verifying cards

7.

The data extracted the second time will appear under the

Second Scan Results

on the right side.

Figure 5-8: Verification window with scan and verification results

8.

The indication light under the card details will be lit, indicating success and failure: s

Green for successful verification. s

Red for failed verification. The fields will also be painted red.

9.

The matching percentage will be indicated to the right of the indication light. The threshold of the matching percentage that determines verification success can be set in the settings panel, see

Application Settings, page 62

.

10.

You can choose to keep the results of either the first or the second scan by clicking the Accept 1 st

card or Accept 2 nd

card button. As a result, the data of the respective scan will be saved to the scanned record fields, and the verification window will be closed.

11.

You can define the fields that you want to use in the verification process in the application Settings.

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Database Management Overview

6. DATABASE MANAGEMENT

OVERVIEW

The database consists of a single main DB file, and a related sub-directory with the same name as the DB file. The DB file may be located on the local machine or on a remote server, as long as the user has read and write access permissions to the file location. The database images are stored externally to the main database file; each image is linked to its corresponding record.

CREATING A NEW DATABASE

1.

Select

File

->

New Database

from the menu bar.

First time use

: Select New Database in the Login window.

2.

The

Database Wizard

screen will appear.

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Database Management Creating a new database

Figure 6-1: Module selection window

3.

Click on the

Browse

button on the right. Choose a location in the Windows

Explorer window that opens, create a file for the database, and click Save .

4.

Select the modules you want to use in conjunction with this database. You can view a description of the module in the right column by selecting it. Click next.

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Database Management Creating a new database

Selected module description

5.

A window will open containing a list of fields from the first module you selected, on the left side.

Figure 6-2: Database fields and layout fields' selection window

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Database Management Creating a new database

Note

: This screen allows two types of field selection, which have different effect; a. The fields that will be included in the database, and b. The fields that will be displayed in

Scanshell.net main screen's records list

6.

Select the checkboxes of fields you want to include in the database.

7.

Select the fields you want to have displayed in the records list of the application main window as follows: a.

Select a field that is included in the database (checked) by clicking on it once, and then click on the right pointing Add arrow. The field will be added to the list in the right column. b.

You can add all the checked fields to the display column by clicking on the Add All arrow.

8.

Removing fields from the display list: Click on a field to select it and then click the left pointing Remove arrow. To remove all fields from the display list, click the left pointing Remove All arrow.

FIELDS DISPLAY ORDER

The order of the display list determines the display order of the fields in the records list of the application main window. Fields higher on the list display first. You can change the position of a field in the display list by selecting it, and clicking the Up and Down buttons to move up and down the list.

FIELDS MANIPULATION OPTIONS

Scanshell.net

allows you great flexibility in defining the application layout, including the creation of new fields, renaming fields, etc.

Adding fields

Scanshell.net lets you create as many fields as you like, and define various field parameters.

§

Click on the Add button under the field list.

§

Type in the field name

§

Legal

: This field determines the field properties associated with legal requirements in some US states. You can set the field to be saved and displayed (normal mode), saved only

(not displayed) or ignored.

§

Select the field data type and height in rows (height selection is only enabled for text fields).

Figure 6-3: Fields creation window

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Database Management Creating a new database

s

If

Dropdown

list is selected as data type, the Data Type field will change to include an extra button.

Click this button to open a dialog box where you can define dropdown list values. Click Add , type in a value and click OK . You can add more values, edit values by selecting a value and clicking

Edit

, or remove values by selecting a value and clicking Remove . To move values up and down the dropdown list, select a value and use the arrows on the right.

Figure 6-4: Dropdown list value definition window

§

Check the Mandatory field if you want this field to be mandatory.

§

Click OK.

Your new field is added at the bottom of the field list, and you can select it to add it to the database structure.

Editing fields

Select a field and click the Edit button. Follow the steps as in Adding Fields detailed above.

(The field data type cannot be changed in existing fields)

Deleting fields

Select a field and click Del .

Set legal fields

The legal fields function is design to meet legal requirement of some US states concerning the handling of personal data. Scanshell.net lets you define certain fields as Save Only fields (cannot be displayed),

Ignore

fields (the data is being ignored) or regular operation mode, in which data can be saved and displayed unrestrictedly.

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Database Management Opening an existing database

Figure 6-5: Set legal fields window

Select a field and use the arrows to move it to one of the other categories.

Restore Default

will clear the

Save Only

and

Ignore

lists, and move all fields back to the right column ( Save & display ).

When you are done, click OK .

9.

Clicking

Next

will take you to a similar window, containing a field list of the next module you selected.

10.

After you finish setting up all the modules you selected for inclusion in the current database, you will be presented with the User List . Please see the following chapter:

7. User Management, page 43

.

OPENING AN EXISTING DATABASE

1.

Select

File

->

Open Database

from the menu bar.

2.

A standard Windows explorer screen will appear.

3.

Select the database (or naviga te to the desired directory, and then select a database).

4.

Click

OK

.

5.

The main screen will be closed and the login screen will be displayed.

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Database Management Database backup

DATABASE BACKUP

Backing up databases is good practice. If anything ever goes wrong (computer crash, hard disk failure, database corruption) you will have a backup for most of your work.

The data used by

Scanshell.net

is stored in database files, which are located by default in the application root folder. To backup this data, you need to copy these files to another location; either on the hard disk or on external media (recommended).

CREATING A BACKUP

1.

Choose Database Backup from the File menu on the main screen. The Backup

Database screen will appear:

Figure 6-6: Database backup screen

2.

Click on the Browse button on the right.

3.

In the standard Windows Explorer window that will open, navigate to the directory in which you want to keep the backup files.

4.

Check/uncheck the desired backup options.

5.

Click

OK

.

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User Management Adding a new user

7. USER MANAGEMENT

The administrator (as well as users with administrator access privileges) can add users who are authorized to use the application. These users can have different levels of access privileges as follows:

Administrator

: All access privileges, and in addition the authorization to create other users and edit existing users privileges.

Read and Write

: Allows the user full access, including scanning of new records.

Read only

: Allows the user to read customer information from the database without the ability to add, edit or delete records.

To use the user management option, you must be logged in as an administrator.

ADDING A NEW USER

Note: Defining users is also part of the process of creating a new database. The procedures are the same as described in this chapter.

1.

In the main screen, select

User Manager

from the

Tools

menu. (If you are in the middle of creating a new database, you will reach this screen as part of the New

Database Wizard).

2.

The User List screen will appear.

Figure 7-1: User list window

3.

Click on the Add button. The New User screen will appear.

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User Management Adding a new user

Figure 7-2: New user setup window

a.

Enter a user name in the

User

field. b.

Enter a password in the Password field. c.

Check/uncheck the Administrator box. If checked, the user will have administrator privileges, which means all access privileges, and in addition the right to create and edit other users. d.

Check/uncheck the Display All records : If checked, the user can see records that other users created. If unchecked, this user will see only the records he created. e.

By default, all privileges are enabled for all modules. To disable a privilege, uncheck the appropriate boxes for each of the available modules in the

Read and Write

columns.

Note

: If you disable the

Read

privilege, the whole module will not be available to this user! (The user will not be able to see that module).

f.

Check Read to authorize viewing of existing database records without permission for scanning in ne w records, or editing existing records. g.

Check

Write

to authorize scanning of new records.

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User Management Editing an existing user

h.

Advanced: Clicking on

Advance

will open a window that will allow you to control user privilege at field level (specify read/write privileges per field). i.

When you are done, click

OK

.

Note

: A user must have a read permission least for one module, and write permission for at least one module.

ADVANCED

The Advanced screen lets you define user privileges per field.

Figure 7-3: The user permissions Advance screen

Check/uncheck the appropriate boxes to define the user permissions per field.

EDITING AN EXISTING USER

1.

In the main screen, select

User Manager

from the

Tools

menu.

2.

The

Users List

screen will appear.

3.

Select a user and follow the instructions in

Adding a new user, page 43

.

Note

: You cannot edit\delete the currently logged user.

DELETING A USER

1.

From main screen, select

Options

->

Users List

from menu bar.

2.

The Users List Screen will appear.

3.

Select a user from the Users List by clicking on it.

4.

Click on the

Delete button.

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User Management

5.

A confirmation dialog box will appear. Click

OK

.

Note

: The CSSN user cannot be deleted.

Deleting a User

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Exporting data Export List

8. EXPORTING DATA

EXPORT LIST

The export list allows you to configure predefined data export options. You can define data export to the web, email, FTP, other applications, or a file. Once you define data export options, you can select records and export them directly to one or more of the predefined destinations.

Figure 8-1: Export list window

CREATING AN EXPORT LIST

§

Select Export List from the File menu.

§

Click New .

§

Type in a name for the list. Try to use meaningful names, e.g., “Mail to main office”.

§

Select the export type.

§

Click next.

EXPORTING TO THE WEB

The web export function is designed to export the records to a predefined web page on the organization Intranet/Internet server, where it can be accessed by other users.

1.

Follow the steps in

Creating an export list

, above. (Select Web from the export type list).

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Exporting data Exporting to the Web

2.

Fill in the appropriate web address (URL) to which the data will be exported

(consult your system administrator). Click Next .

3.

In the screen that opens, select the fields of each module you want to be included in the data export

Figure 8-2: Module and fields selection for Web export

4.

Select the record fields you want to have exported as follows: s

To select all the module fields – Check the box next to the module. All the module fields will be listed in the Selected Fields column. s

To select specific fields in each module, expand the module by clicking on the

“+” next to it, and then check the fields you would like to have exported

5.

You can remove selected fields from the selected fields list on the right, by selecting fields and clicking the remove arrow, or by deselecting their checkbox in the left

Module Fields

column.

6.

Check Notes and Category if you wish to have the notes and categories exported together with the records.

7.

You can determine the place, in which the selected field will appear on the exported web page, by selecting a field in the right column, and using the up and down arrows to move it up and down the list. Click Next .

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Exporting data Exporting to the Web

Figure 8-3: Extra export data (Web export)

8.

In the Extra Export data screen that opens, select the desired options. You can edit the field labels of each option you select in the Field Title field.

9.

Determine whether the extra data will be attached at the beginning or the end of the exported data.

10.

Click Finish to complete the Web export list.

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Exporting data Exporting to FTP

EXPORTING TO FTP

The FTP export function is designed to export records to a predefined FTP address, where it can be accessed by other users.

1.

Follow the steps in

Creating an export list, page 47

. (Select FTP from the export type list).

Figure 8-4: FTP Export configuration

2.

Fill in the appropriate details.

3.

If required, fill in the Firewall details (consult your system administrator).

4.

Click Advanced .

FTP ADVANCED DETAILS

Figure 8-5: FTP Advanced Export configuration

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Exporting data Exporting to FTP

Data file naming

5.

Select the desired FTP automatic file naming option: s

Save to fixed file name -

The file will have a fixed name. Example: If you fill in the data file name: CSSN_ID, the resulting file na me will be CSSN_ID.txt.

The following uploaded file will have the same name.

s

Save to ascending file name -

In the

File Name

field, fill in the name prefix and starting count number. Example: If you fill in the data file name:

CSSN_ID0, the resulting file name will be CSSN_ID0.txt. The following uploaded file will be named CSSN_ID1.txt etc.

s

Save to file name using extracted data from ID –

The file name is determined by the field you select. Example: If you select the Family name field, and the scanned card's cardholder name is Smith, the file will be named

Smith.txt.

DATA FIELD FORMAT

Data separating character

– The character that separates the database field name and its value. Example: If the data separating character is set to ‘=’, the result in the field ‘City’ will be: City=Miami. If set to ‘#’, the result in the field ‘City’ will be: City#Miami

Field separating character

– The way fields and their values are separated.

Example: Tab

Line: First name: John

City: Miami

Tab: First name: John City: Miami

Custom field separating character

– If you select ‘Custom’ in the ‘Field separating character’, you can specify a custom character to separate between fields.

Example: &

Result: First name: John&City: Miami

6.

Click Next .

7.

In the screen that opens, select the fields of each module you want to be included in the data export

Note

: If the character you selected as field separator appears in the record text, it will be removed from the text and replaced with spaces. Example: If you select "," as your field separating character, and your City field text contains the string "Rosewood,Paris,Texas" the string will be displayed as follows: "City,Rosewood Paris Texas. The selected character will be inserted between the value City and the text string.

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Exporting data Exporting to FTP

Figure 8-6: Module and fields for export

8.

Select the record fields you want to have exported as follows: s

To select all the module fields – Check the box next to the module. All the module fields will be listed in the Selected Fields column. s

To select specific fields in each module, expand the module by clicking on the

“+” next to it, and then check the fields you would like to have exported

9.

You can remove selected fields from the selected fields list on the right, by selecting fields and clicking the remove arrow, or by deselecting their checkbox in the left module fields' column.

10.

Check Notes and Category if you wish to have the notes and categories exported together with the records.

11.

Click Next .

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Exporting data Exporting to FTP

Figure 8-7: Extra export data

12.

In the Extra export data screen that opens, select the desired options. You can edit the field labels of each option you select in the Field Title field.

13.

Determine whether the extra data will be attached at the beginning or the end of the exported data.

14.

Click Finish to complete the Web export list.

.

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Exporting data Exporting to email

EXPORTING TO EMAIL

The email export function is designed to export records to a predefined email address. If enabled, the data of the last card you scan (including image) will be automatically sent as an email message to the mail recipient you specify, as soon as you press OK .

1.

Follow the steps in

Creating an export list, page 47

. (Select Email from the export type list).

2.

In the mail header that opens, fill in the appropriate details (as you would in a regular email message).

3.

Click on Advanced .

Figure 8-8: Email export header screen

Figure 8-9: Email export advanced details

Data separating character

– The character that separates the database field name and its value. Example: If the data separating character is set to ‘=’, the result in the field ‘City’ will be: City=Miami. If set to ‘#’, the result in the field ‘City’ will be: City#Miami

Field separating character

– The way fields and their values are separated.

Example: Tab

Line: First name: John

City: Miami

Tab: First name: John City: Miami

Note

: If the character you selected as field separator appears in the record text, it will be removed from the text and replaced with spaces. Example: If you select "," as your field

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Exporting data Exporting to applications

separating character, and your City field text contains the string "Rosewood,Paris,Texas" the string will be displayed as follows: "City,Rosewood Paris Texas. The selected character will be inserted between the value City and the text string.

EXPORTING TO APPLICATIONS

The application export function is designed to export the last saved record to the clipboard, from which it will be copied automatically to an open document of any application you specify. If enabled, as soon as you press OK after scanning a new card, the data of the last card you scan will be automatically copied as text to an open document of any application you specify. To enable the export, the target application has to be running with an open document, and be capable of pasting text from the clipboard.

1.

Follow the steps in

Creating an export list, page 47

. (Select Application from the export type list).

2.

Type in the name of the application and click

Advanced

. Please see the previous page for information on how to handle the Advanced screen. The application name must be the same as the open application's window title (case sensitive)

3.

Click

Next

.

4.

In the screen that opens, select the fields of each module you want to include in the data export

Figure 8-10: Module and fields selection for export

5.

Select the record fields you want to have exported as follows:

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Exporting data Exporting to file

s

To select all the module fields – Check the box next to the module. All the module fields will be listed in the Selected Fields column. s

To select specific fields in each module, expand the module by clicking on the

“+” next to it, and then check the fields you would like to have exported

6.

You can remove selected fields from the selected fields list on the right, by selecting fields and clicking the remove arrow, or by deselecting their checkbox in the left module fields' column.

7.

Check Notes and Category if you wish to have the notes and categories exported together with the records.

8.

Click Next .

Figure 8-11: Extra export data

9.

In the Extra export data screen that opens, select the desired options. You can edit the field labels of each option you select in the Field Title field.

10.

Determine whether the extra data will be attached at the beginning or the end of the exported data.

11.

Click Finish to complete the Application export list.

EXPORTING TO FILE

The file export function is designed to export the records to a text file automatically.

1.

Follow the steps in

Creating an export list, page 47

. (Select

File

from the export type list). Click next.

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Exporting data Exporting to file

Figure 8-12: Export file name configuration

2.

Type in a path in which to save the file, or click on the button to the right, and select a location in which the file will be saved.

DATA FILE NAMING

§

Select the desired automatic file naming option: s

Save to fixed file name -

The file will have a fixed name. Example. If you fill in the data file name: CSSN_ID, the resulting file name will be CSSN_ID.txt.

The following file that is created will have the same name.

s

Save to ascending file name -

In the file name field, fill in the name prefix and starting count number. Example. If you fill in the data file name:

CSSN_ID | 0, the resulting file name will be CSSN_ID0.txt. The following file will be named CSSN_ID1.txt etc.

s

Save to file name using extracted data from ID –

The file name is determined by the field you select. Example: If you select the ‘Family name’ field, and the scanned card cardholder name is Smith, the file will be named smith.txt.

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Exporting data Exporting to file

DATA FIELD FORMAT

Data separating character

– The character that separates the database field name and its value. Example: If the data separating character is set to ‘=’, the result in the field ‘City’ will be: City=Miami. If set to ‘#’, the result in the field ‘City’ will be: City#Miami

Field separating character

– The way fields and their values are separated.

Example: Choosing "Tab" as separating character:

Line: First name: John

City: Miami

Result: First name: John City: Miami

Custom field separating character

– If you select ‘Custom’ in the ‘Field separating character’, you can specify a custom character to separate between fields.

Example: Choosing "&" as separating character

Result: First name: John&City: Miami

Note

: If the character you selected as field separator appears in the record text, it will be removed from the text and replaced with spaces. Example: If you select "," as your field separating character, and your City field text contains the string "Rosewood,Paris,Texas" the string will be displayed as follows: "City,Rosewood Paris Texas. The selected character will be inserted between the value City and the text string.

1.

Click

Next

.

2.

In the screen that opens, select the fields of each module you want to be included in the data export

3.

In the screen that opens, select the fields of each module you want to be included in the data export

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Exporting data Exporting to file

Figure 8-13: Module and fields selection for export

4.

Select the record fields you want to have exported as follows: s

To select all the module fields – Check the box next to the module. All the module fields will be listed in the Selected Fields column. s

To select specific fields in each module, expand the module by clicking on the

“+” next to it, and then check the fields you would like to have exported

5.

You can remove selected fields from the selected fields list on the right, by selecting fields and clicking the remove arrow, or by deselecting their checkbox in the left module fields' column.

6.

Check Notes and Category if you wish to have the notes and categories exported together with the records.

7.

You can determine the place, in which the selected field will appear on the exported web page, by selecting a field in the right column, and using the up and down arrows to move it up and down the list. Click Next .

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Exporting data Exporting to file

Figure 8-14: Extra export data (Web export)

8.

In the Extra export data screen that opens, select the desired options. You can edit the field labels of each option you select in the Field Title field.

9.

Determine whether the extra data will be attached at the beginning or the end of the exported data.

10.

Click Finish ed to complete the File Export list.

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Transferring data to an application

TRANSFERRING DATA TO AN APPLICATION

In addition to exporting data to applications using the clipboard, you can also transfer data to supported applications in the destination application format. For example, you can have a record transferred directly into a Microsoft Outlook contact management file. In this case, a new contact record will be added automatically to Outlook, containing the transferred data.

§

Select the record(s) you want to transfer in the main screen's record list.

§

Select Transfer from the File menu.

Figure 8-1: The transfer dialog

§

Select the desired options

§

Click Transfer .

Note

: Currently the transfer function only supports Microsoft Outlook.

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Application Settings

9. APPLICATION SETTINGS

General Tab

Scanshell.net

offers a variety of operating modes, all controlled from the Settings panel.

Using this panel, you can control the application automation options that ease the scanning process, control the scanning parameters, and set the saving mode with which images and data are saved in the database.

To open the setup panel from the main screen, click on the

Settings

button in the tool bar, or select

Tools-> Settings

from the main menu.

Note

: All the settings will be saved per user.

GENERAL TAB

Figure 9-1: Setup - General tab

Auto Card Detection

– If checked, Scanning starts automatically when a card is inserted into the scanner. If unchecked - The user has to click the

Scan

button to begin scanning.

This option can also be toggled using the Auto Detect button in the button bar of the main screen.

This option is not available when the

Scan source

is set to

From File

.

Perform search when a key is pressed

– If checked, the Go button of the search facility will be disabled, and once the cursor is placed in the

Find

field, the application will perform a search each time a key is entered e.g., when the "s" key is pressed the application

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Application Settings General Tab

will present all records beginning with an "s", and when "m" is pressed all records beginning with "sm" will be presented.

If unchecked, the search will only start when you press Go or hit Enter after you define your search criteria.

Select Language

– Select the interface language (The language setup is saved per user)

Text Stamp – Allows you to add a text stamp to saved images. Use the various options to determine the text parameters.

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Application Settings

IMAGE TAB

Image Tab

Figure 9-2: Setup - Image tab

OVERVIEW

This screen allows you to set parameters for the saved image such as color scheme, resolution and file type.

In addition, it provides you with scanner setup options, which include Auto Card-

Detection, Auto Save, scanner calibration and cleaning, etc.

IMAGE COLOR SCHEME

The image color scheme has a great impact on the overall image file size. In general, using lower resolution and colorless images keeps the

database size to a minimum

. On the other hand, the more colors are used and the higher the resolution, the better the image quality.

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Application Settings Image Tab

Note

: Although higher-quality images occupy more disk space, their size does not affect the application speed, due to the database internal architecture.

The color scheme setup and dpi do not affect the application data detection accuracy.

The color scheme controls allow you to select a color scheme that ranges from black & white to true color (24 bit). The resulting estimated file size is indicated below the selection radio buttons.

Note

: The Barcode modules cannot save the images in true color because these modules scan the images in gray scale & 600 DPI for faster performance.

IMAGE FILE SETTINGS

DPI

: The dpi (dot per inch) value sets the resolution of the scanned image. In Scanshell.net you can select any of 55 values (50-600 in increments of 10). This gives you the flexibility of finding the best balance between image quality and reasonable image file size. 50 dpi provides very low quality; 600 dpi provides very high quality. 300 dpi is the default option.

Note that using higher dpi values will take up more hard drive space.

File Type

: The file type field sets the image format that will be used by the application to save the images internally.

When using the JPG format you can set the JPG quality.

File format True color (24

BMP

TIF

JPG

PCX

TGA

PNG

PSD

P

P

P

P

bits)

P

P

P

P

P

P

256 colors

(8 bits)

P

256 gray scale

P

P

P

(8 bits)

P

P

P

Black and white (1 bit)

P

P

SCANNER

Auto save upon new scan cycle:

§

Checked - The last scan process will be saved automatically to the database.

§

Unchecked - You have to click the

OK

button to save the record in the database. Else the data will be overwritten with the data of the new scan.

Print image after each scan:

§

Checked - The last scanned record will be printed out automatically.

§

Unchecked - Printing is performed manually .

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Application Settings Image Tab

SCANNER CALIBRATION

Scanner calibration resets the scanner color sensor and generates higher accuracy in the

OCR detection process. When you use the scanner for the first time, you will be prompted to calibrate the scanner. Calibrating the scanner is also a good idea if you notice deterioration in scanning and OCR quality.

§

Click the

‘Calibrate Scanner’

button.

§

Insert the calibration paper that came with the scanner. (In ScanShell 1000 there is no calibration paper; just click OK)

§

Click OK .

CLEANING THE SCANNER

It is a good idea to clean the scanner from time to time, especially if you notice irregularities and deterioration in scanning and OCR quality.

§

Click the

‘Clean Scanner’

button.

§

Insert the cleaning paper that came with the scanner. You can add a few drops of alcohol or cleaning solution to the cleaning paper. (In ScanShell 1000, wipe the scanning surface with a clean cloth).

§

Click OK .

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Application Settings Live Update

LIVE UPDATE

Live Update keeps your software up to date, by checking for updates using your Internet connection, and if available, downloading and installing them automatically.

Figure 9-3: Setup - LiveUpdate tab

§

Check the Keep my program up to date box to enable ‘Live Update’.

§

Specify how often Live Update shall be performed.

§

Click the

Registration

button.

REGISTRATION

To use Live Update you need to be a registered user. Please fill in your details and click

OK. Fields marked with "*" must be filled in.

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Application Settings

Figure 9-4: Registration window

Live Update

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Application Settings

IDSCAN

This is the setup panel of the idScan module, which scans driver licenses.

idScan

Figure 9-5: Setup – ID Scan

SCANNER AUTOMATION TAB

Maximal number of images in every scan cycle – Specify the number of images that can be scanned and added in each scanning cycle. It allows you to insert additional images after an initial scan, which are added and saved in the same record.

Save card image to database

– Save an image of the card in the scanned record. You can choose to save the entire image, just the face, or just the signature.

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Application Settings idScan

Auto extract data from image

– Extract the data from the image. If unchecked, the data is not extracted.

Scan source

– Select scanner, magnetic reader or file. This setup determines the default scanning source when opening the scanning window (

New Record

). This setup can also be changed from within the scanning window.

Data Source

– Select the data source. OCR uses Optical Character Recognition technology to extract data from the scanned card text. Barcode extracts the data from the barcode.

Region

–Specify the card issuing state or country. Click to open a dropdown list, navigate to the desired country and state, and select it.

Region auto detect

– If this option is checked, when scanning a driver license,

Scanshell.net will attempt to detect the card issuing region automatically.

Note

: Region auto detect setup can also be changed from within the scanning window.

Card Size

Allows you to specify the card size and orientation (Portrait/landscape, Auto Size (not with

Scanshell 1000), MRZ (Europe) and Custom). If you select Custom , you can specify the scanned area size manually.

FIELD SETTING TAB

This screen allows two types of field selection, which have different effect:

1.

The fields that are displayed in the record details tab

2.

The fields that will be displayed in records list of Scanshell.net main screen.

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Application Settings idScan

Figure 9-6: Field selection screen

3.

Double-click on a checkbox of a field to select/deselect it, and include it in the record fields tab.

4.

Select the fields you want to have displayed in the application main window as follows: a.

Select a field that is included in the database (checked) by clicking on it once, and then click on the right pointing arrow. The field will be added to the list in the right column. b.

You can add all checked fields to the display column by clicking on the right-pointing striped arrow.

Removing fields from the display list

Click on a field in the display list to select it, and then click the left pointing arrow. To remove all fields from the display list, click the left pointing striped arrow.

Renaming fields

Click on a field to select it, and then click the Rename button.

Fields order

The order in which the fields are displayed in the field list, determines their order of appearance in the record fields display of the main screen

The order in which the fields are displayed in the displayed field list, determines the order in which the fields are displayed in the records list of the application main window.

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Application Settings idScan

Fields higher on the list display first. You can change the position of a field in the list by selecting it, and clicking the Up and Down arrows, to move the field up and down the list.

When you are done, click OK.

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Application Settings idScan

VERIFICATION TAB

Scanshell.net is capable of verifying ID cards, by comparing data from two different sources on the card.

The verification tab lets you determine the fields that are used for the verification process, and the match percentage that serves as success threshold.

Figure 9-7: Verification tab

Check fields you want to include in the verification process.

Select the match percentage that would determine the verification process success threshold.

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Application Settings Scanshell AND MedicScan tabs

SCANSHELL AND MEDICSCAN TABS

The Scanshell and MedicScan tabs have an identical layout, but they refer to different modules. Scanshell is a general scanning module and MedicScan scans medical cards.

Figure 9-8: Setup – MedicScan and ScanShell

SCANNER AUTOMATION TAB

Maximal number of images in every scan cycle – Specify the number of images that can be scanned and added in each scanning cycle. It allows you to insert additional images after an initial scan, which are added and saved in the same record.

Save card image to database

– Save an image of the card in the scanned record

Scan source

– Select scanner, or file. This setup determines the default scanning source when opening the scanning window ( New Record ). This setup can also be changed from within the scanning window.

Card Size

Allows you to specify the card size and orientation (portrait/landscape, Auto Size). If you select Custom , you can specify the scanned area size manually.

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Application Settings Scanshell AND MedicScan tabs

FIELD SETTING TAB

This screen allows two types of field selection, which have different effect;

1.

The fields that are displayed in the record details tab

2.

The fields that will be displayed in records list of Scanshell.net main screen.

Figure 9-9: Field selection screen

3.

Double-click on a checkbox of a field to select/deselect it, and include it in the record fields display of the main screen.

4.

Select the fields you want to have displayed in record list of the application main window as follows: a.

Select a field that is included in the database (checked) by clicking on it once, and then click on the right pointing arrow. The field will be added to the list in the right column. b.

You can add all checked fields to the display column by clicking on the right-pointing striped arrow. c.

Note the

Scan Time

and

Scan Date

fields at the bottom of the list. If selected, these values are added automatically to the new record.

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Application Settings Scanshell AND MedicScan tabs

Removing fields from the display list

Click on a field in the display list to select it, and then click the left pointing arrow. To remove all fields from the display list, click the left pointing striped arrow.

Renaming fields

Click on a field to select it, and then click the Rename button.

Fields order

The order in which the fields are displayed in the field list determines their order of appearance in the database (See same note as before).

The order in which the fields are displayed in the displayed field list determines the order in which the fields are displayed in the application main window. (See same note as before)

Fields higher on the list display first. You can change the position of a field in the list by selecting it, and clicking the Up and Down arrows to move the field up and down the list.

When you are done, click OK.

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Application Settings Business Card AND CHECK TABS

BUSINESS CARD AND CHECK TABS

This is the setup panel of the bushiness card module. It is identical to Scanshell AND

MedicScan tabs, page 74, and therefore will not be explained again.

Figure 9-10: Setup - Business card module

Auto extract data from first image – Extract the data from the first image. If unchecked, the data is not extracted.

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Application Settings

PASSPORT TAB

Passport Tab

Figure 9-11: Setup – passportl

SCANNER AUTOMATION TAB

Maximal number of images in every scan cycle

– Specify the number of images that can be scanned and added in each scanning cycle. It allows you to insert additional images after an initial scan, which are added and saved in the same record.

Save card image to database

– Save an image of the card in the scanned record. You can choose to save the entire image, or just the face.

Auto extract data from image

– Extract the data from the image. If unchecked, the data is not extracted.

Scan source

– Select scanner, or file. This setup determines the default scanning source when opening the scanning window ( New Record ). This setup can also be changed from within the scanning window.

Card Size

Allows you to specify the card size and orientation (Full Image, Data Only, and Custom).

If you select Custom , you can specify the scanned area size manually.

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Application Settings SigniShell tab

FIELD SETTING TAB

The Passport's Field setting tab is the same as the Field setting tabs in all the other modules.

SIGNISHELL TAB

9-12: Setup – SigniShell

SETTINGS TAB

Dialog Time Out:

The display time out to use for the SigniShell dialogs such as enroll and validate.

Display Results Dialog

: Show\Hide the confirmation and results messages after completing a process using the SigniShell module.

Save Signature Image

: Allow the software to save the signature image when creating new records.

Save Signature Biometric Data

: Allow the software to save the signature biometric data when creating new records.

Save Last Signature

: This will enable\disable the option to save the last signature image and biometric data to the given path. If a signature data is exists in this path it will be overwritten.

Complexity Level

: Set this value to use more complexity signatur e or lower value to simple signatures.

Image Properties

: The signature image size.

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Application Settings SigniShell tab

FIELD SETTING TAB

The SigniShell Field setting tab is the same as the Field setting tabs in all the other modules.

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Printing Printing records

10. PRINTING

PRINTING RECORDS

You can print records in one of the following ways:

1.

Quick printing without opening the Print Wizard

– Select records you wish to print and click on the Print button in the tool bar. Using this option will print records according to recently used print properties. Click on the button's arrow to select Selected Records or All Records . Before you can use the print button you have to use the print wizard at least once, to set up the print properties

2.

Printing using the Print Wizard

s

Select a record or several records and then select Print->All Records or Print-

>Selected Record (s) from the main File menu. s

Right-click on a record (or select several records and click on one of them).

From the contextual menu, select

Print->All records

to print all records currently in the database, or Selected Record(s) to print only the records you selected and right-clicked on. s

To print more than one record at the same time: Hold down the Ctrl key, select the records you want to print, right-click and select Print-> Selected

Record(s) .

The Print Wizard will appear:

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Printing Printing records

Figure 10-1: Print wizard - Format selection screen

1.

Select the required printing format. Note the description of the selected print format in the description column on the right.

2.

Select a page layout.

3.

Click Next .

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Printing Layout options

LAYOUT OPTIONS

ADDING A LAYOUT

§

Click on the

Add

button in the

Edit Layout

section.

§

Enter a name for the layout (required).

§

Select parameters and enter values as required to determine the appearance of the printed page.

§

Click

Test

to print a sample using your settings.

§

Click

OK

to add the layout to the Edit Page Layout List.

ADDING A LAYOUT FROM AN EXISTING ONE

§

In the Page Layout column, select a layout.

§

Click on the Copy button in the Edit Layout section

§

A copy of the selected layout will open.

§

Change the layout name, edit parameters, and click OK.

§

The new layout will be added to the layout list.

MODIFYING AN EXISTING PAGE LAYOUT

§

In the

Page Layout

column, select a layout.

§

Click on the Edit button in the Edit Layout section.

§

In the Page Layout dialog edit parameters and click OK.

DELETING A LAYOUT

§

In the Page Layout column, select a layout.

§

Click on the Delete button.

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Printing

SELECTING FIELDS

You can select the fields that you want to print from each module:

Selecting fields

Figure 10-2: Print Wizard - Fields selection screen

§

Select the checkboxes of the modules you want to print. Selecting a module will automatically select all its fields and display them in the Selected Fields column on the right. Yo u can print selected fields only, as follows:

§

Click on the "+" of a module to open it.

§

The module's field list will open.

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Printing Selecting fields

§

Select the desired fields, either by selecting their checkboxes or by clicking on a field to select it and then clicking on the right-pointing arrow. The selected fields will be displayed in the Selected Fields column on the right.

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Printing Print Preview

CHANGING THE ORDER OF THE FIELDS APPEARANCE

The fields are printed in the order in which they appear on the list.

To change the appearance order of the fields, select a field and use the up/down arrows to move it up and down the list.

REMOVING A FIELD FROM THE

SELECTED FIELD

S COLUMN

Select a field in the Selected Fields column and click on the left-pointing arrow.

When you are done, click Next .

PRINT PREVIEW

The Print Preview screen lets you view the printed data before it is printed. You can zoom in on the image, and view the additional images that are stored in the records. You can also control the printing font parameters.

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Printing Print Preview

Figure 10-3: Print Preview screen

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Printing Print Preview

CHANGING THE PRINTING FONT

1.

Click on the Fonts button.

2.

Choose the font, style, size and effect, and click

OK

.

3.

When you are done, click

Print

. The last print settings including fields selection will be saved per user.

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DYMO Printer

11. DYMO PRINTER

Print Preview

The Dymo label printer is a special third-party label printer supported by Scanshell.net.

For detailed instructions on how to use the Dymo printer, please refer to the Dymo manual.

The following chapter describes and explains the setup of the Dymo printing from within

Scanshell.net.

1.

Select Label Printers->Dymo from the File menu.

Figure 11-1: Dymo printer setup

2.

Select a label from the label dropdown list (top left).

3.

DLS checkbox

– Select if you want to display the Dymo application window.

4.

The ”Label object" boxes display the objects contained in the selected label, which can be linked to the records content. For example, in the label type displayed above, if "Text" is selected in the text object box (left), the record data will be printed on the label area that is designated for text. Selecting "Graphic" in the right box will

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DYMO Printer Print Preview

link the records image to the graphic object on the label. Only one object can be selected in each box

5.

Select the checkboxes of the modules you want to print. Selecting a module will automatically select all its fields and display them in the Selected Fields column on the right.

6.

You can print selected fields only, as follows: s

Click on the "+" of a module to open it. s

The module's field list will open. s

Select the desired fields, either by selecting their checkboxes or by clicking on a field to select it and then clicking on the right-pointing arrow. The selected fields will be displayed in the

Selected Fields

column on the right.

Add field name

– Select this option if you want the field label to be printed next to the field information, e.g., "Name" Address" etc.

All Records/Selected Records

– select to print all the records in the active module database, or only the selected records.

Changing the order of the fields appearance

The fields are printed in the order in which they appear on the list.

To change the appearance order of the fields, select a field and use the up/down arrows to move it up and down the list.

Removing a field from the

Selected Field s column

Select a field in the Selected Fields column and click on the left-pointing arrow.

When you are done, click Print .

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Live Update Print Preview

12. LIVE UPDATE

Live Update keeps your software up to date, by checking for updates using your Internet connection. If updates are available, Scanshell.net will download and install them automatically.

1.

Click the Live Update button in the main screen or select Live Update from the

Tools menu.

2.

If there are updates for your program you will see the following dialog:

3.

Click Yes if you want to download and install the updates.

4.

The following screen will appear:

5.

Click

Next

.

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Live Update Print Preview

6.

Scanshell.net will display the available updates.

7.

Click Next to download and install the updates automatically.

Note

: When performing Live Update, the application will be shut down. You will have to start it again after Live Update is complete.

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Import

13. IMPORT

Print Preview

The Import function is designed to import databases of previous versions of CSSN software such as idScan, idScan pro, Medicscan, etc.

1.

Select

Import

from the

File

menu.

Figure 13-1: Import Wizard - Selection of previous CSSN programs' database

2.

Select the program from which you want to import the database and click Next .

3.

Click on the button to the right and navigate to the location of the database file you want to import. Select it and click Next .

Figure 13-2: Import Wizard - Selection of fields to import

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Import

4.

Select the fields you want to import from the other database.

5.

Check/uncheck the import of categories, notes and & images.

6.

Click Next .

7.

Select the module in the current database, into which you want to import the records.

8.

Click Next .

9.

Define the ScanShell.Net destination field for each field in the imported database.

The data in the imported database field will be imported into the matching module field.

10.

Click Next .

11.

Relate a ScanShell.Net destination category for each category in the imported database.

12.

Click Finish .

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Rules

14. RULES

Rules are automatic actions that the program performs when certain, predefined conditions are met.

Rules can be used for various purposes. The following are just few examples of the vast number of rules that can be created in Scanshell.net:

§

Alerts concerning expired ID cards, persons under legal age, badly paying customers, or any other kind of alert.

§

Automatic Export of data when certain criteria in records are met.

§

Automating application tasks such as saving data.

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Rules Creating rules

CREATING RULES

We will explain the use of rules by following an example of creating a rule that identifies expired ID cards, and produces an alert sound and message, informing the user that a scanned card has expired.

1.

Select Rule List from the Tools menu.

2.

Click

New

.

Figure 14-1: Rule Wizard window

3.

Type in a name for your rule. Try to choose a meaningful name.

4.

Select

Field content

in section 2.

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Rules

5.

Check

Display Message

, and

Play sound

in section 3.

Creating rules

Figure 14-2: Rule Wizard with selections according to the example in this chapter

6.

Click on the Field hyperlink in section 4.

Figure 14-3: Rule details section in the Rule Wizard

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Rules

The field content dialog will open:

Creating rules

Figure 14-4: Field content dialog box

7.

Select the module to which you want the rule to apply.

8.

Select the condition that defines your criteria. In this example, we will choose Greater or

Equa l.

9.

Select the field to which you want to apply the criteria. In this case, we choose Expiry Date .

Step 7

Step 8

Step 9

10.

Fill in the required value – in this case the required expiry date. Please note that the value type of this field changes according to the selected field type.

11.

Click OK.

12.

Click the Text hyperlink.

Step 10

13.

Type in the text you want to appear in the alert message into the message box, and click OK.

14.

Click the Sound File hyperlink

Figure 14-5: Sound file selection dialog box

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Rules

15.

Click

Browse

, select a sound file in .wav format, which you would like the application to play when the rule criteria is met, and click OK.

16.

Click the Test button to play this sound.

17.

Click OK to save your selection and close the sound-file dialog box.

18.

Verify the rule description in section 4. It should contain the following rule description:

Editing Rules

This rule specify that if the Expiry Date field in the IDscan module is equal or greater than 12/12/04, the application will display the message "This card has expired" and play the temp_.wav sound.

19.

When you are done, click OK to close the Rule Wizard.

20.

You will find the new rule you created in the Rule Manager window, where you can edit and delete it.

EDITING RULES

1.

Select Rule List from the Tools menu.

Figure 14-6: Rule list window

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Rules Deleting Rules

2.

Click on the rule you want to edit to select it, and then click

Edit

.

3.

Make changes as described in the previous section " Creating Rules" and click OK.

DELETING RULES

1.

Select Rule List from the Tools menu.

2.

Click on the rule you want to delete to select it, and then click Delete .

MANAGING RULES

You can activate rules or temporarily disable them, by checking and unchecking the boxes of the relevant rules in the Rules Manager window.

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Appendix A: Troubleshooting

15. APPENDIX A: TROUBLESHOOTING

Description

The New Record, Edit Record,

Delete Record and Scan button are not working

Records table list is invisible

Print setup and Print options are disabled

A new record cannot be added

The Scan button is not working

Explanation / Solution

No scanner is attached to the computer

The user does not have write privileges

The user does not have read privileges

The user does not have read privileges

No scanner is attached to the computer

The user does not have write privileges

The application is configured to be in

Auto Scan

mode

The application is configured to use a file or the magnetic reader as a scan source

I cannot see the record details at the bottom of the screen

I try to log- in but I always get a message saying that my password or user name are invalid

Any other problem or question

Verify that

View->Record Details

is selected

Verify that you have the right password and user name

Click the

Exit

button and run the application again

Send e- mail to

Scanshell.net

support team, see http://www.card-reader.com

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