CSSN | ScanShell 800 | User guide | 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.
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Table of Contents
TABLE OF CONTENTS
Warranty .................................................................................................................................................................... 2
Notice to User ........................................................................................................................................................... 2
Publication................................................................................................................................................................. 2
Trademarks................................................................................................................................................................ 2
TABLE OF CONTENTS..................................................................................................................................................... 3
Table of Figures........................................................................................................................................................ 6
1.
INTRODUCTION.................................................................................................................................................. 8
A BOUT THIS DOCUMENT ................................................................................................................................................ 8
Modules covered in this document ........................................................................................................................ 8
Navigating this User Guide .................................................................................................................................... 8
OVERVIEW....................................................................................................................................................................... 8
M ODULES......................................................................................................................................................................... 8
SCANSHELL.NET FEATURES .......................................................................................................................................... 9
2.
GETTING STARTED ........................................................................................................................................ 10
BEFORE USING THE SCANNER..................................................................................................................................... 10
M INIMUM SYSTEM REQUIREMENTS............................................................................................................................ 10
CONNECTING THE SCANNER........................................................................................................................................ 10
INSTALLATION .............................................................................................................................................................. 11
UNINSTALL.................................................................................................................................................................... 11
3.
STARTING THE PROGRAM ......................................................................................................................... 12
LOGIN ............................................................................................................................................................................. 12
First time use: ......................................................................................................................................................... 12
Creating a new database....................................................................................................................................... 13
4.
MAIN SCREEN .................................................................................................................................................... 14
M ENU DESCRIPTION..................................................................................................................................................... 15
TOOLBAR DESCRIPTION............................................................................................................................................... 16
SEARCH FACILITY......................................................................................................................................................... 17
RECORD LIST TABLE.................................................................................................................................................... 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 RECORD DETAILS........................................................................................................................................... 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
THE STATUS BAR........................................................................................................................................................... 23
5.
RECORD MANAGEMENT ............................................................................................................................. 24
SCAN/EDIT WINDOW ................................................................................................................................................... 24
NEW RECORD SCREEN: BUTTON DESCRIPTION ....................................................................................................... 25
A DDING A NEW RECORD .............................................................................................................................................. 26
Adding more images............................................................................................................................................... 27
SCANNING FROM FILE .................................................................................................................................................. 28
SCANNING 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
RAW OCR...................................................................................................................................................................... 32
VERIFYING CARDS ........................................................................................................................................................ 34
6.
DATABASE MANAGEMENT ........................................................................................................................ 36
OVERVIEW..................................................................................................................................................................... 36
CREATING 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
OPENING AN EXISTING DATABASE ............................................................................................................................. 41
DATABASE BACKUP ...................................................................................................................................................... 42
Creating a backup .................................................................................................................................................. 42
7.
USER MANAGEMENT..................................................................................................................................... 43
A DDING A NEW USER.................................................................................................................................................... 43
Advanced.................................................................................................................................................................. 45
EDITING AN EXISTING USER ........................................................................................................................................ 45
DELETING A USER ........................................................................................................................................................ 45
8.
EXPORTING DATA........................................................................................................................................... 47
EXPORT LIST ................................................................................................................................................................. 47
Creating an export list........................................................................................................................................... 47
EXPORTING TO THE WEB............................................................................................................................................. 47
EXPORTING TO FTP...................................................................................................................................................... 50
FTP Advanced Details........................................................................................................................................... 50
Data file naming....................................................................................................................................................51
Data Field Format ................................................................................................................................................. 51
EXPORTING TO EMAIL .................................................................................................................................................. 54
EXPORTING TO APPLICATIONS.................................................................................................................................... 55
EXPORTING TO FILE ...................................................................................................................................................... 56
Data File Naming................................................................................................................................................... 57
Data Field Format ................................................................................................................................................. 58
TRANSFERRING DATA TO AN APPLICATION............................................................................................................... 61
9.
APPLICATION SETTINGS ............................................................................................................................. 62
GENERAL TAB............................................................................................................................................................... 62
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Table of Content
IMAGE TAB .................................................................................................................................................................... 64
Overview .................................................................................................................................................................. 64
Image color scheme................................................................................................................................................ 64
Image File Settings................................................................................................................................................. 65
Scanner..................................................................................................................................................................... 65
Scanner Calibration ............................................................................................................................................... 66
Cleaning the scanner ............................................................................................................................................. 66
LIVE UPDATE ................................................................................................................................................................ 67
Registration ............................................................................................................................................................. 67
IDSCAN........................................................................................................................................................................... 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
SCANSHELL AND M EDICSCAN 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
BUSINESS CARD AND CHECK TABS ..................................................................................................................... 77
PASSPORT TAB.............................................................................................................................................................. 78
Scanner automation Tab ....................................................................................................................................... 78
Card Size ...............................................................................................................................................................78
Field setting tab ...................................................................................................................................................... 79
SIGNISHELL TAB........................................................................................................................................................... 79
Settings tab .............................................................................................................................................................. 79
Field setting tab ...................................................................................................................................................... 80
10.
PRINTING ............................................................................................................................................................. 81
PRINTING RECORDS ...................................................................................................................................................... 81
LAYOUT OPTIONS.......................................................................................................................................................... 83
Adding a layout ....................................................................................................................................................... 83
Adding a layout from an existing one ................................................................................................................. 83
Modifying an existing page layout....................................................................................................................... 83
Deleting a layout .................................................................................................................................................... 83
SELECTING FIELDS........................................................................................................................................................ 84
Changing the order of the fields appearance .................................................................................................... 86
Removing a field from the Selected Fields column........................................................................................... 86
PRINT PREVIEW............................................................................................................................................................. 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
CREATING RULES.......................................................................................................................................................... 96
EDITING RULES............................................................................................................................................................. 99
DELETING RULES........................................................................................................................................................ 100
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Table of Content
M ANAGING RULES...................................................................................................................................................... 100
15.
APPENDIX A: TROUBLES HOOTING ..................................................................................................... 101
TABLE OF FIGURES
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3-1: Login window ....................................................................................................12
4-1: The main screen.................................................................................................14
4-2: The search facility .............................................................................................17
4-3: Records list ........................................................................................................18
4-4: Right-click contextual menu..............................................................................18
4-6: Delete command in the contextual menu ..........................................................19
4-7: Delete dialog......................................................................................................20
4-8: Active record details ..........................................................................................21
4-10: Status bar .........................................................................................................23
5-1: The New and Edit Record screen ......................................................................25
5-2: Region/State selection .......................................................................................27
5-4: Categories window ............................................................................................30
5-5: Manual OCR window........................................................................................32
5-6: Card verification window ..................................................................................34
5-7: Verification window with scan and verification results ....................................35
6-1: Module selection window..................................................................................37
6-2: Database fields and layout fields' selection window .........................................38
6-3: Fields creation window......................................................................................39
6-4: Dropdown list value definition window ............................................................40
6-5: Set legal fields window......................................................................................41
6-6: Database backup screen.....................................................................................42
7-1: User list window................................................................................................43
7-2: New user setup window.....................................................................................44
7-3: The user permissions Advance screen...............................................................45
8-1: Export list window.............................................................................................47
8-2: Module and fields selection for Web export .....................................................48
8-3: Extra export data (Web export) .........................................................................49
8-4: FTP Export configuration..................................................................................50
8-5: FTP Advanced Export configuration.................................................................50
8-6: Module and fields for export .............................................................................52
8-7: Extra export data................................................................................................53
8-8: Email export header screen................................................................................54
8-9: Email export advanced details ...........................................................................54
8-10: Module and fields selection for export ............................................................55
8-11: Extra export data..............................................................................................56
8-12: Export file name configuration........................................................................57
8-13: Module and fields selection for export ............................................................59
8-14: Extra export data (Web export) .......................................................................60
8-1: The transfer dialog.............................................................................................61
9-1: Setup - General tab ............................................................................................62
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Table of Content
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9-2: Setup - Image tab ...............................................................................................64
9-3: Setup - LiveUpdate tab ......................................................................................67
9-4: Registration window ..........................................................................................68
9-5: Setup – ID Scan .................................................................................................69
9-6: Field selection screen.........................................................................................71
9-7: Verification tab ..................................................................................................73
9-8: Setup – MedicScan and ScanShell ....................................................................74
9-9: Field selection screen.........................................................................................75
9-10: Setup – Barcode and DL Barcode ................... Error! Bookmark not defined.
9-11: Setup - Business card module..........................................................................77
9-12: Setup – passportl..............................................................................................78
9-13: Magnetic reader tab ......................................... Error! Bookmark not defined.
10-1: Print wizard - Format selection screen ............................................................82
10-2: Print Wizard - Fields selection screen .............................................................84
10-3: Print Preview screen ........................................................................................87
11-1: Dymo printer setup ..........................................................................................89
13-1: Import Wizard - Selection of previous CSSN programs' database..................93
13-2: Import Wizard - Selection of fields to import ...............................................93
14-1: Rule Wizard window.......................................................................................96
14-2: Rule Wizard with selections according to the example in this chapter ...........97
14-3: Rule details section in the Rule Wizard...........................................................97
14-4: Field content dialog box ..................................................................................98
14-5: Sound file selection dialog box .......................................................................98
14-6: Rule list window..............................................................................................99
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Introduction
About this document
1. INTRODUCTION
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
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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.
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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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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.
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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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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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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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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
Backup database
Import
Export list
File
Print
Label Printers
Transfer
Log off CSSN
Recent Databases
Exit
New record
Record
Edit record
Delete record
Record Details
View
Always on top
Settings
Tools
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
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Main screen
Menu
Toolbar Description
Sub-menu
User Manager
Check for Updates
Rules list
About Scanshell.net
Help
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
Description
Print
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
New record
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
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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
field”), 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
Figure 4-4: Right-click contextual
menu
Best Fit (all columns) - Fits all columns width to the
table content.
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.
Figure 4-5: Record
list contextual menu
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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 DETAILS
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
module, 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
- Use the arrows to browse thought the images of the same record (if more images
exist).
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
Description
Scanning source selection
Select Scanner
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 data
from OCR
Extract the data from the scanned card by OCR (Optical
Character Recognition)
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
Adding a new record
Name
Description
Raw OCR
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 text
Clear scanned data
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
Set the number of images that will be scanned for this
record (Record cycle - allows chain- feeding and
automatic records saving.)
Category
Notes
Signature
Browse images
Data fields
Module tabs
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 STRIPS
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
Raw OCR
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.
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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 1st card or Accept 2nd 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.
Figure 6-3: Fields creation window
§ Select the field data type and height in
rows (height selection is only enabled
for text fields).
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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
Deleting a User
5. A confirmation dialog box will appear. Click OK.
Note: The CSSN user cannot be deleted.
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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).
Figure 8-8: Email export header screen
3. Click on Advanced.
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 Finished 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
General Tab
9. APPLICATION SETTINGS
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 CardDetection, 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
BMP
TIF
JPG
PCX
TGA
PNG
PSD
True color (24
bits)
P
P
P
P
P
P
P
256 colors
(8 bits)
P
P
P
P
256 gray scale
(8 bits)
P
P
P
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
Live Update
Figure 9-4: Registration window
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Application Settings
idScan
IDSCAN
This is the setup panel of the idScan module, which scans driver licenses.
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
SELECTING FIELDS
You can select the fields that you want to print from each module:
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 FIELDS 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
Print Preview
11. DYMO PRINTER
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 Fields 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
Print Preview
13. IMPORT
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
Creating rules
5. Check Display Message, and Play sound in section 3.
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
Creating rules
The field content dialog will open:
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.
Step 7
Step 9
Step 8
9. Select the field to which you
want to apply the criteria. In this
case, we choose Expiry Date.
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.
Step 10
11. Click OK.
12. Click the Text hyperlink.
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
Editing 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:
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
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
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
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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