CSSN ScanShell 800 User guide
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CSSN
Scanshell.Net
USER GUIDE
Scanshell.Net
USER GUIDE
Scanshell.net User Guide © 2005 Card Scanning Solutions 2
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.
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.
Table of Contents
Scanshell.net User Guide © 2005 Card Scanning Solutions 3
TABLE OF CONTENTS
Warranty .................................................................................................................................................................... 2
Notice to User ........................................................................................................................................................... 2
Publication................................................................................................................................................................. 2
Trademarks................................................................................................................................................................ 2
TABLE OF CONTENTS..................................................................................................................................................... 3
Table of Figures........................................................................................................................................................ 6
1. INTRODUCTION.................................................................................................................................................. 8
ABOUT THIS DOCUMENT ................................................................................................................................................ 8
Modules covered in this document ........................................................................................................................ 8
Navigating this User Guide .................................................................................................................................... 8
OVERVIEW....................................................................................................................................................................... 8
MODULES......................................................................................................................................................................... 8
SCANSHELL.NET FEATURES .......................................................................................................................................... 9
2. GETTING STARTED ........................................................................................................................................ 10
BEFORE USING THE SCANNER ..................................................................................................................................... 10
MINIMUM 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
MENU 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
ACTIVE 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
Scanshell.net User Guide © 2005 Card Scanning Solutions 3
TABLE OF CONTENTS
Warranty .................................................................................................................................................................... 2
Notice to User ........................................................................................................................................................... 2
Publication................................................................................................................................................................. 2
Trademarks................................................................................................................................................................ 2
TABLE OF CONTENTS..................................................................................................................................................... 3
Table of Figures........................................................................................................................................................ 6
1. INTRODUCTION.................................................................................................................................................. 8
ABOUT THIS DOCUMENT ................................................................................................................................................ 8
Modules covered in this document ........................................................................................................................ 8
Navigating this User Guide .................................................................................................................................... 8
OVERVIEW....................................................................................................................................................................... 8
MODULES......................................................................................................................................................................... 8
SCANSHELL.NET FEATURES .......................................................................................................................................... 9
2. GETTING STARTED ........................................................................................................................................ 10
BEFORE USING THE SCANNER ..................................................................................................................................... 10
MINIMUM 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
MENU 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
ACTIVE 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
Table of Content
Scanshell.net User Guide © 2005 Card Scanning Solutions 4
THE STATUS BAR........................................................................................................................................................... 23
5. RECORD MANAGEMENT ............................................................................................................................. 24
SCAN/EDIT WINDOW ................................................................................................................................................... 24
NEW RECORD SCREEN: BUTTON DESCRIPTION ....................................................................................................... 25
ADDING A NEW RECORD .............................................................................................................................................. 26
Adding more images............................................................................................................................................... 27
SCANNING FROM FILE .................................................................................................................................................. 28
SCANNING MAGNETIC STRIPS...................................................................................................................................... 28
CAPTURING SIGNATURES................................................................................................................................... 28
AFTER 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
ADDING 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
Scanshell.net User Guide © 2005 Card Scanning Solutions 4
THE STATUS BAR........................................................................................................................................................... 23
5. RECORD MANAGEMENT ............................................................................................................................. 24
SCAN/EDIT WINDOW ................................................................................................................................................... 24
NEW RECORD SCREEN: BUTTON DESCRIPTION ....................................................................................................... 25
ADDING A NEW RECORD .............................................................................................................................................. 26
Adding more images............................................................................................................................................... 27
SCANNING FROM FILE .................................................................................................................................................. 28
SCANNING MAGNETIC STRIPS...................................................................................................................................... 28
CAPTURING SIGNATURES................................................................................................................................... 28
AFTER 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
ADDING 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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