CardVisor® ID Scanner Hardware User Manual
Contents
1. CardVisor Hardware Manual Edge Page 27 of 32 Copyright 2002 gt 2005 TokenWorks Inc Printed in the USA www lokenWorks com Company Web Site www CardVisor com Product Web site SUpport tokenworks com Information in this document is subject to change without notice No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of TokenWorks Inc TokenWorks CardVisor and CardTool are trademarks of TokenWorks Inc Visor and Handspring are trademarks of Handspring Inc Limited Warranty CardTool reader and or CardVisor software TokenWorks Inc hereafter TokenWorks warrants the TokenWorks CardTool reader the CardVisor software and this Manual hereafter jointly or individually the product IN ITS ENTIRETY to be in good working order for a period of 90 days from the date of purchase Should this product fail to be in good working order at any time during this warranty period TokenWorks will at its option repair or replace this product at no additional charge except as set forth below Repair parts and replacement products will be furnished on an exchange basis and will be either reconditioned or new All replaced parts and products become the property of TokenWorks This limited warranty does not include service to repair damage to the product resulting from accident disaster misuse abuse or2. CardVisor ID Scanner Hardware User Manual Edge 3511 Silverside Rd Suite 105 LOK ENWORKS Wilmington DE 19810 Phone 800 574 5034 www CardVisor com Product Information Support TokenWorks com www lokenWorks com Company Information Revision 1 0 September 2005 About This Document This document describes how to use the CardVisor ID hardware the first part of the manual focuses on the built in software and the latter part contains specific instructions for the 2D Bar Code Reader Cradle This document should be used in conjunction with the Handspring Visor user manual on the Handspring CD or available on line at Handspring com and the CardVisor software User manual that details installation and use of PC data transfer software What s in the box Bar Code Reader amp Magnetic Stripe Version Non Portable Version CardTool Reader with CardVisor software installed in flash memory Bar Code Reader Cradle Non Portable with AC charging adapter Handspring Visor Edge Handheld computer USB Hotsync charging Cradle Green Handspring CD with Palm Desktop software and HotSync Manager TokenWorks White CD with User Manuals and VIP Banned list utilities oe a E dspri 4 A nas j P ha p par re User Manual ee Software User Manual Age Verification Application TOKINWORKS JORKS Toxinwonss Pe 12 Sn SOMNINOL NOL KOKENWORKS CardVisor Hardware Manual Edge Page 2 of 32
3. Squeeze Both Slide Connector Release Buttons out into Handheld Removing and Connecting Power Connector Diagram CardVisor Hardware Manual Edge Page 24 of 32 Depress Tab Slide Out Slide Over Tab Releasing Locking Tab Diagram To HotSync the data you must first install the Hotsync software on the Green Handspring CD See the CardVisor Software User Manual for step by step instructions Shown below is how to connect the handheld to the charging HotSync cradle after it is removed from the bar code reader cradle Connect the USB cable to the USB port on the back of the Note The LED blinks while your handheld charges When the computer LED stays on your handheld is charged It takes about 90 minutes to fully charge a drained battery It is advisable to remove the wall power supply from the bar code reader cradle and connect it to the back of the USB connector during HotSyncing operations It is the same power supply CardVisor Hardware Manual Edge Page 25 of 32 Trouble Shooting Handheld Computer amp Magnetic Stripe Reader Problems Possible Problem Possible Solution Unit does not Visor is stuck in Try soft reset See the Resetting the Handheld section above for additional power up after power down mode details remove from the bar code reader cradle and turn over Handspring pressing front Visor so that you can see the back of it Using an unfolded paper clip ora buttons Screen similar small blun
4. Table of Contents About This Document What s in the box Bar Code Reader amp Magnetic Stripe Version Non Portable Version Table of Contents Handspring Visor Button amp Icon Layout Inserting the CardTool CardVisor Application Installation Main Screen Description Swiping a Magnetic Card CardVisor Options Menu Age Threshold and Alarms Memo Pad Protecting ID Scanner Data Tip Appending Notes to Swipe Data via MemoPad Appending Notes to License Data CardVisor Il feature CardVisor IV Anti Card Pass Back Automatic Anti Pass Back Database Management CardTool Removal Maintenance and General Care Resetting the Handheld Performing a soft reset Performing a Hard Reset Battery Life for Handheld Computer ID Scanners with Visor Edge handheld amp non portable bar code reader Parts Diagram Edge Bar Code Reader Cradle non portable Connecting Power How to scan a Driver s license with a 2D Bar Code How to scan a Driver s license with a 2D Bar Code Installing Handheld into Bar Code Reader Cradle Removing Handheld into Bar Code Reader Cradle HotSyncing Trouble Shooting Handheld Computer amp Magnetic Stripe Reader Problems Trouble Shooting Bar Code Reader Cradle Problems CardVisor Hardware Manual Edge Page 3 of 32 S Co OON A An XA HR W NN N a Ro p W N mo A ARA pi pa HRM NO O ON N N S ON N bo N bo N N Nt N NH WO NN a RHR WwW Copyright 28 Limited Warrant
5. from a driver s license can be electronically viewed or recorded Check with the authorities in your jurisdiction before using the CardVisor product Purchaser is wholly responsible for insuring full compliance with the laws of the jurisdiction wherein the product is to be used TokenWorks fully disclaims any liability for any loss damages or untoward circumstances that may arise from the inappropriate use of the product or of the data retrieved through its use CardVisor Hardware Manual Edge Page 29 of 32 Graffiti Table CardVisor Hardware Manual Edge Page 30 of 32 TokenWorks provides the CardVisor ID scanner to automate and document the ID checking process for purchasing age sensitive products Tobacco Alcohol The number one cause for citations according to enforcement officers is mental errors such as failing to check an ID or making a math error when calculating the age from the date of birth In a busy retail environment it is easy to understand a new or tired clerk server skipping important steps or making calculation errors Recording the ID data ID status OK under21 etc with a date time stamp provides an affirmative defense for organizations cited for serving a minor Several states have affirmative defense legislation which helps defend an organization s liquor license if an ID Scanner was used The CardVisor ID scanners will help detect some fake or altered IDs Just having one will cause some people to think tw
6. message appears 3 Swipe DL with Stripe facing you AQ 4 Dispaly will update GR faa Scanning 2D Bar Code DL 1 Press Address button 2 Wait for green LED on Bar Code reader License Data 3 Dunk DL into with Bar Code facing PDA 1 Press MemoPad button 4 When red LED stops flashing remove DL 2 Tap on record for details 5 Dispaly will update How to scan a Driver s license with a 2D Bar Code 1 Press the Address Button See figure CardVisor Bar Code application will display Scan a bar code license at the bottom of the screen and the Red amp Green LEDs will light on the bar code scanner and it will Sound 3 beeps 2 Wait for the Red LED to go off and just the Green LED to be lit 3 Insert the Driver s license into the bar code reader dunk slot with the bar code facing the PDA Make sure the license is fully inserted 4 The Red LED will start flickering Wait for the Red Led to stop flickering and remove the license with a smooth continuous motion 5 If the card was decoded properly the bar code reader will beep and shortly thereafter the display will update If not try inserting amp removing the license until you hear the single good read beep Tip Try a scans to get the feel and timing of the bar code reader It isn t always necessary to wait for the Red LED to stop flickering The scan time depends on the amount of data and the condition of the bar code Some licenses can be read as fast as t
7. modification of the product performed without the prior written approval of TokenWorks Limited Warranty service may be obtained by sending the product during the warranty period to TokenWorks Before sending material please obtain a Return Material Authorization RMA number by requesting one from TokenWorks To obtain additional return and contact information visit www tokenworks com If this product is to be returned you agree a to insure the product or assume the risk of loss or damage in transit b to prepay shipping charges to the warranty service location and c to use the original shipping container or equivalent ALL EXPRESS AND IMPLIED WARRANTIES FOR THIS PRODUCT INCLUDING THE WARRANTIES OF MERCHANTABILITY AND FITNESS FOR PARTICULAR USE ARE LIMITED IN DURATION TO A PERIOD OF 90 DAYS FROM THE DATE OF PURCHASE AND NO WARRANTIES WHETHER EXPRESS OR IMPLIED SHALL CONTINUE BEYOND SUCH PERIOD EACH PURCHASER UNDERSTANDS THAT THE TOKENWORKS PRODUCT IS OFFERED AS IS TOKENWORKS AND ITS SUPPLIERS ASSUME NO RESPONSIBILITY FOR ANY DAMAGE OR LOSS CAUSED BY DELETION OF DATA AS A RESULT OF MALFUNCTION DEAD BATTERY OR REPAIRS BE SURE TO MAKE CardVisor Hardware Manual Edge Page 28 of 32 BACKUP COPIES OF ALL IMPORTANT DATA ON OTHER MEDIA TO PROTECT AGAINST DATA LOSS IF THIS PRODUCT IS NOT INGOOD WORKING ORDER AS WARRANTED ABOVE YOUR SOLE REMEDY SHALL BE REPAIR OR REPLACEMENT AS PROVIDED ABOVE IN NO EVENT WILL TOKENWORKS BE LIABLE
8. see the back of it Using an unfolded paper clip or a similar small blunt tipped object gently press the reset hole on the back of the PDA 3 When the device s screen displays the Palm Computing Platform logo release the power button 4 Amessage will appear warning that you are about to erase all the data stored on your handheld In response do one of the following o Press the up scroll button on the front panel of your handheld to complete the hard reset erasing everything on your device or o Press any other button to begin a soft reset leaving your data intact 5 Your device will then take you through a series of screens to calibrate the digitizer and verify the time and date Note A hard reset does not delete the current date and time It does restore other settings to the factory default CardVisor Hardware Manual Edge Page 16 of 32 Battery Life for Handheld Computer The CardTool uses the battery power from the Handspring Visor Edge handheld computer There is a Li lon battery inside the Visor Edge handheld that maintains the memory when external power is removed i e when the Visor Edge is removed for the bar code reader cradle for HotSyncing If fully charged this memory will power the unit for about 1 week To preserve the transaction memory make sure the unit remains connected to the wall power supply If the batteries become low an alert appears on the handheld screen describing the low battery condi
9. this manual Insertion point showing cursor Adding data to a Memo entry using after last carat character the Keyboard instead of Graffiti Memo entry after adding VIP to Memo entry after adding VIP amp email the end of the string address to the end of the Note character between fields Additional columns can be added to the spreadsheet by appending additional characters See the Graffiti chart on how to write this character Note It is not necessary to have a carat symbol as the last character in the memo Excel will put the last field in the proper column with or without a carat symbol at the end CardVisor Hardware Manual Edge Page 11 of 32 Appending Notes to License Data CardVisor Ill feature CardVisor Ill software allows additional notes up to 80 characters to be added to the Parsed License Data Memo This is useful for recording marketing information such as phone numbers and email address or other significant information about an individual CardVisor waerd 4 24 pr CardVisor Werdd dzd pm CardVisor Waerd 4 24 pm FName JOHN FNome JOHN ENTE rn L Name TOKENWORRS L Name TORENWORRS LATE ln pop WAAD Dom WAED DOB cc ennnen AGE WB ExpS 7 05 AGE f Exp T05 AED EXP n Status Under 19 Status Under 13 T a mmunmunmunnnnnnn ID sees Sex M ID VCA A FE Sex M D re Sexi M Hote Ce S Append Mote John AOL com MOTE oing nppene John AO conn Mote Sayed ah Driver License Sca
10. 1 FEEL FOR Glue line or bumpy surfaces by the picture or birth date Pin holes on the surface Thickness of an ID If it s been re laminated it may be thicker 2 EXAMINE The photo and physical description They should match the person handing you the ID The expiration date You CANNOT accept an expired ID The birth date Do your math Are they 21 Whether or not the ID is a duplicate If it is ask for another form of ID The state logo If it s partially missing or appears altered the ID might be fake The hologram Is ita genuine hologram or a basic hologram added to a fake ID The card s reverse side lettering Some ID makers neglect the back side of the ID Look for blurred lettering or a cut out piece of paper Whether it is an out of state license Use an ID checking guide when you re looking at an unfamiliar license 3 ASK About basic information on the card such as the birth date middle initial zip code age etc For a second form of ID People with fakes rarely carry back up identification 4 RETURN If you are satisfied that the proof of age is valid you may permit the individual to be served If you re not convinced however do not serve them CardVisor Hardware Manual Edge Page 32 of 32
11. TO YOU FOR ANY DAMAGES INCLUDING ANY LOST PROFITS LOST SAVINGS OR OTHER INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OF OR INABILITY TO USE SUCH PRODUCT OR FOR ANY CLAIM BY ANY OTHER PARTY IRRESPECTIVE OF ANY NOTICE TO TOKENWORKS OF THE POSSIBILITY OF SUCH DAMAGES OR CLAIM THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY ALSO HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE Age Verification Calculation Limitations The CardVisor application is warranted to read the date of birth information encoded on the machine readable magnetic or 2D bar code stripe and display the current age based on current date time information contained in the handheld computers real time clock RTC It will also read other information on the stripe and present it to the operator It should be understood that the displayed age may differ from the actual age of the person presenting the card for any one of a number of reasons Among the most likely are e the card does not belong to the person presenting it the encoded machine readable stripe has been altered the date of birth presented to the issuing authority was misrepresented the issuing authority mis encoded the date of birth on the card the handheld computer real time clock is not set to the current date time The above list of reasons is not exhaustive State and Local Privacy Laws Ordinances or Rules some states and local government units regulate who how and what information
12. a list of Parsed transactions on the main MemoPad screen On the right is the detailed data showing the following parsed information First Middle Last Name Title Jr Sr Il 3rd etc Address City State Zip Driver s License number 0213654424 Expiration date YYYYMMDD Date of Birth YYYYMMDD of birth Gender M F the status of the swipe OK Under 18 Under 19 ID Expired etc and the scan date amp time Also shown are the field separator characters used when importing the data into programs like Microsoft ACCESS or Microsoft Excel CardVisor Hardware Manual Edge Page 8 of 32 MemoPad showing all Parsed Data in CardVisor Individual Memo showing memo Categories Category parsed data In addition to the parsed data an Unparsed record is also stored in the MemoPad application under the RawData category This provides a convenient method to cross check the parsed information provide technical feedback to TokenWorks and verify additional fields from the driver s license Unparsed Data in Individual Memo showing RawData Category unparsed data Before a new Memo is stored in MemoPad the last memo is compared to the new pending Memo If it is identical in every respect including the date and time stamp then the new memo is not stored If the new Memo differs in just the time it is still stored This feature prevents redundant Memos for the same license swiped repeatedly in succession Protecting ID Scanner Da
13. a reset to get your handheld running again Performing a soft reset A soft reset tells the handheld to stop what it s doing and start over again All records and entries stored in your handheld are retained with a soft reset lf the handheld is mounted in the bar code reader cradle it must be removed to perform the reset operation Unfold a paper clip or similar object without a sharp tip to gently press the reset button inside the hole on the back panel of your handheld After a soft reset the General Preferences screen will display the current time and date Make sure the date time is accurate before proceeding Remove and re insert the CardTool reader to re associate the Date Book button with the CardVisor application Then press the Date Book button and swipe a card Inserting Paper Clip into Reset Hole Location of Reset Hole Visor Edge CardVisor Hardware Manual Edge Page 15 of 32 Performing a Hard Reset Warning A HARD RESET WILL ERASE ALL TRANSACTION DATA Don t perform a hard reset unless the soft reset has not worked and you ve backed up your data or you re willing to lose the transaction data If the handheld is mounted in the bar code reader cradle it must be removed to perform the reset operation To perform a hard reset 1 Hold down the power on off button on your device The power button on Visor organizers is on the front 2 While holding down the power button turn over your device so that you can
14. d Current Current Privacy Mask Records Privacy w Hide Record If you forget this password Password Password you can tap Lost Password from the Password dialog to delete it but any records marked Private willbe deleted Lock amp Turn Off Lock amp Turn Off ar a ar ee ES Confirm Password Mask Records Enabled Hide Records Enable Note This same PIN code can be to lock the system so that turning it back on requires the PIN code See the Handspring User guide for using this feature Again CardVisor Hardware Manual Edge Page 10 of 32 use the PIN code feature with caution as forgetting the PIN code requires a hard reset which will erase all data in the handheld Tip Appending Notes to Swipe Data via MemoPad After a license has been swiped it is possible to add one or more comments that will be uploaded to one or more columns in the Excel spread sheet This is a great way for CardVisor Ill amp IV clients to mark a customer as a VIP or Banned individual It is also an easy way to record additional fields such as email addresses or phone numbers Whenever the Excel import wizard sees the character it puts the following data into the next column of the spreadsheet At the end of each parsed string CardVisor Category Memo there is the carat character Just tap the stylus at the end of the line and start making notes Notes can be made using the keyboard or via Graffiti see Graffiti chart in
15. ed i License Already Read License Bgl Read DL Number 123123123 DL Humber 123123123 DOET mmidd 19850507 DOB e mmidd 19850507 ae Soon Time Date Scan Time Date 12 36 gm 404 0 2 07 am 404 i 9 35 pr Tforo4 1 1 31 am T4704 2 1 07 om T4004 3 12 36 orn rf 404 4 9 35 pr rfPoaro4 Total Records 2 Total Records 9 Shows license number DOB with current Multiple scans in a short period of time scan time at the top of the list and may indicate over serving or drinks are previous scans below being purchased for underage friends Automatic Anti Pass Back Database Management The database used by the Anti Pass Back code is automatically deleted after 12 hours of inactivity In normal operation this means the database is cleared and ready for use on a nightly basis assuming no IDs are swiped for 12 hours This automatic management feature can be over ridden by manually deleting the database from the handheld computer s memory Manually deletion of Anti Pass Back database Free Memory 7818F of 7936K Free Memory fS18K of 7936K Ge AntiPassBack 2K AntiPassBack 2K Crdvsr2D 52K Crdi sr2D 52K Crdver2D Date Book Date Book Delete Application G dh Delete the Expense HotSync AntiPassBack amp E GS application and all data Memo Pad Prefs Security gt Select Delete from main menu Select AntiPassBack Database Confirm Deletion CardVisor Hardware Manual Edge Page 13 of 32 CardTool Removal To remove the CardTool e
16. ed in Category is set to category to RawData MemoPad display only personal Application or business memos CardVisor Hardware Manual Edge Page 26 of 32 Trouble Shooting Bar Code Reader Cradle Problems Problem Possible Possible Solution Problem Bar Code Reader Power not Remove and re insert wall adapter plug into bar code does not turn on connected correctly reader cradle power jack Green LED on bar code when power is reader cradle should light and Green LED on handheld applied should flash No power at AC Move unit to another outlet and try again outlet AC wall adapter Contact TokenWorks Technical Support failure or hardware failure Bar Code Reader Bar Code is dirty Examine bar code for scratches dirty and clean with license No beep after withdrawing Bar Code is If sufficiently damaged it may be impossible to read License skewed Try reinserting and removing license while ensuring it goes in and comes out without tilting or skewing card License withdrawn Wait for red LED to stop flashing before withdrawing from reader too license soon No 2D barcode or Make sure there is a 2D bar code and that it is facing 2D bar code not the PDA A 2D bar code looks like this facing PDA EARN I Foreign object in Try to clear objects by holding reader upside down and Slot gently shaking Do not insert metal objects or other objects to clear slot Reader is broken Contact TokenWorks for support
17. he license can be fully inserted and withdrawn CardVisor Hardware Manual Edge Page 22 of 32 Installing Handheld into Bar Code Reader Cradle 1 Make sure the CardTool Magnetic Card reader is already installed in the expansion slot of the Handspring Visor PDA 2 Align the slots on the side of the handheld with the raised rails on the bar code reader cradle see step 1 in figure below 3 Insert raised rails into slots on side of handheld step 3 in figure below and slide handheld towards front 4 Slide handheld along rails until raised tab See step 3 in figure below on bar code reader is visible Then slide base of CardTool reader below raised tab 5 Reconnect Power Connector see step 4 in figure below CardVisor Hardware Manual Edge Page 23 of 32 Removing Handheld into Bar Code Reader Cradle 1 Release and Disconnect the Power connector step 1 in Removing Handheld from Bar Code Reader Cradle Diagram and Removing and Connecting Power Connector Diagram below 2 Press down on locking tab so that CardTool reader can slide over it see step 2 in Removing Handheld from Bar Code Reader Cradle Diagram and Releasing Locking Tab Diagram below 3 While holding down locking tab slide handheld back towards bar code reader See step 3 in Removing Handheld from Bar Code Reader Cradle Diagram and Releasing Locking Tab Diagram below Slide Connector out into Handheld Squeeze Both Release Buttons
18. ice about presenting such an ID For example the ID scanner will help detect if the printed date of birth or expiration date has been altered using ink e g changing a 3 to an 8 by reading the unaltered date encoded on the data stripe and display an underage expired warning Another possibility is the encoded data stripe doesn t match the printed data on the front of the license e g John Smith is printed on the front but Mary Jones is encoded on the stripe In this case the ID scanner will NOT produce a warning but an operator who is cross checking the displayed versus printed data should notice the discrepancy However fake IDs are like counterfeit money in that if the person creating them has sufficient skill and resources it is extremely difficult to detect without proper investigation resources Merchants serving age sensitive products are expected to make a reasonable effort when checking IDs and using an ID scanner is a significant indicator of such effort That is why many states have affirmative defense legislation for merchants who use an ID scanner CardVisor Hardware Manual Edge Page 31 of 32 Cross Check Data Always cross check the data displayed on the scanner versus what is shown on the front of the ID Some fake IDs have a cloned or copied data stripe from another person who is over 21 years old Cross Checking IDs Name Same ID Number The F E A R method of carding from the PA Liquor Control Board
19. ither use the thumb stop on the back of the unit to gradually push it out of the expansion slot or grab the CardTool at the base of the card slot and pull it away from the Handspring Visor in the same plane as the expansion slot Try not to grab the CardTool by the top and bottom but rather each side at the base of the card slot Grabbing the top and bottom of the CardTool will generate a force component which will increase the friction and make it harder to remove Note If the Visor is turned off removal of the CardTool or any other module turns the Visor on Grab Here Maintenance and General Care e The CardTool is not waterproof Do not expose to rain or moisture Do not drop the CardTool or subject it to strong impact e Protect it from temperature extremes Do not leave on the dashboard of a car on a hot day and keep it away from heaters and other heat sources e Do not store or use your CardTool in any location that is extremely dusty damp or wet e Ensure the magnetic heads are occasionally cleaned with commercially available magnetic cleaning cards e Clean exterior of case with a dry lint free cloth and do not use abrasive cleaning products CardVisor Hardware Manual Edge Page 14 of 32 Resetting the Handheld Under normal circumstances you will not have to use the reset button On occasions however your handheld may no longer respond to buttons cardswipes or screen taps In this case you need to perform
20. nned 4 24 pr Driver License Scanned 4 24 pri Swipe A Card I After License Scan Input Note email address After hitting Append button Note Confirmation Message Only one note can be appended to a license that is swiped successively In other words if a license is swiped and a note is appended and the same license is swiped again and a new note is appended the second note will replace the first note If a multiple field note is desired then insert the character between each field when inputting the note CardVisor IV Anti Card Pass Back CardVisore IV age verification software has all the features of CardVisor III plus an ID Anti Pass Back feature This feature may be used several ways at the front door to detect licenses which are Passed Back to outsiders at the bar to identify individuals who are consuming too much or at the bar to identify individuals who are purchasing for their underage friends at the front door to confirm returning patrons have paid cover charge helps detect fake IDs which have the same cloned data stripe Some clubs use the ID Pass Back detection to ensure wrist bands or ink stamps have not been transferred from exiting customers If a customer s ID was scanned when they first entered and were banded marked then when they leave amp return an ID Pass Back alarm should be generated when the ID is rescanned CardVisor Hardware Manual Edge Page 12 of 32 LD Re Scanned LD Re Scann
21. on below house icon in graffiti area and tap on reflash now menu item This will force a firmware reflashed CardVisor does not respond to card swipe and does not display Firmware memory Remove and reinsert CardTool reader If CardWelcome application requires reflash automatically reflashes firmware then this probably will resolve the problem If not Remove and reinsert CardTool reader again Do not hit OK button to launch CardVisot but instead select pull down menu icon below Swipe A Card house icon in graffiti area and tap on reflash now menu item This will message when force a firmware reflashed first launched CardTool is hung Run Reset menu item from main menu If still experiencing problems perform soft reset with stylus or paper clip CardVisor Category not set to Select All or unfiled in the top right corner of the screen application not All or unfiled visible on Main application launcher screen CardVisor does Date Book button Tap Applications Icon and then tap on CardWelcome application on main not launch when not associated with screen OR Remove and Reinsert the CardTool reader This will Date Book button Cardvisor automatically associated the CardVisor application with the Date Book and iS pressed Application Address Buttons Address Button is for bar codes version only Swipe data not The MemoPad Change Category to All or CardVisor To see Unparsed license data set display
22. rd vertically through the card slot CardVisor Options Menu The Options menu is used to configure the software To access it click on the Menu Icon just below the Application icon Small house in the graffiti area see previous diagram Depending on the version of CardVisor software there are three or four items on the Options menu The Reset option will re initialize the CardTool hardware If the unit is not responding to a card swipe try the reset option If successful the Swipe A Card message will be displayed If not see the trouble shooting section in this document Swipe A Card Swipe A Card Options Menu of CardVisor Screen After Reset Command CardVisor and II do NOT have the Test VIP Banned Database item The About CardVisor displays information on the application and its developer The Age Threshold and Alarms item sets the age What is the Graffiti Area thresholds for various alarm events alarm sounds Write Write and display options See the Age Threshold and Alarm letters numbers section in this document for additional details The here here Test VIP Banned Database item is present in The Graffiti writing area is divided into two parts one CardVisor it amp IV and should be run whenever a new for writing letters and one for writing numbers The i little abc or 123 at the bottom corners of the Banned VIP database is loaded into the handheld Graffiti writing area tell you
23. reen Description The main screen is where the magnetic card data and status is displayed after each swipe At the bottom of the screen is a dialog box where user messages such as Swipe Again are displayed Swiping a Magnetic Card D A 1 With the CardVisor application running on the Handspring Visor hold the unit in your left hand if you are a lefty hold the unit in your right hand 2 Using the other hand hold the drivers license with the MagStripe facing towards you and swipe the card towards your body The above illustration is for a right handed person 3 Ensure that the magnetic card s edge remains in full contact with the base of the card slot swipe the card completely through the card slot 4 It does not matter which way the card is swiped but it is important that the card is not skewed tipped during the swipe Skewing occurs if the card is tilted or lifted as it is swiped through the slot 5 The CardVisor age verification software will display the drivers license information on the screen after a successful swipe and store the data in the Visor memo pad application CardVisor Hardware Manual Edge Page 6 of 32 Tip Try a few practice swipes hold the magnetic card in the center and maintain pressure on the bottom edge of the card as it travels through the slot Experiment with the speed and orientation Some find it easier to hold the Handspring Visor with the screen facing left or right and swiping the ca
24. screen appears which instructs the user to press the Date Book button to launch the main screen of CardVisor magnetic stripe application shown below If the bar code reader cradle is installed then pressing the Address Book button will launch the bar code version of CardVisor It is VITAL to check the date and time displayed in the top right corner of the screen If the date is not correct then the calculated age will be incorrect To set the date time click on the Applications Icon looks like a small house in the graffiti area then click on the Prefs icon Tap on the box which contains the date or time and then follow the prompts to change Details also provided in the Handspring User guide CardVisor Hardware Manual Edge Page 5 of 32 Make Sure Date amp Time at the top of the form is current Perrine 322 04 11 58am Swipe A Card Swipe A Card AFD SA a ta a ema Re Ne a e ermee raoe e c Ee ore ae i a Se e ees es a He uwaa wasa omma oe nD n amn s eee ener sz Sees e v ameg arora amm amea o es CESS see ae e aaee eS oS Sse veea vee amen ames e aw ae ose mere aae amn vaca wasaa Seemed am moam bese ale ee wee ional lt n ee sz e a ee eae eine e e e eal oe manaa mamaa q SS n oe een enseada a tee ne a meee wee emsa CardVisor IIl amp IV Main Screen CardVisor amp II Main Screen Main Sc
25. t CardTool Magnetic Bar Code Dunk Insert Slot Card Reader Bar Code Reader Handspring Visor Edge Handheld Computer Card Tool Hold down tab Scan Bar Code Button Scan Magnetic Stripe Button ey yt Stylus Display License Data Button Power Connector Power Jack Power Jack 5 9 Volts DC Cord Pass Power amp Back Thru Hole Watt Anchor Light Button Access Hole The power button on the Visor Edge will flash green while charging and remain green with fully charged CardVisor Hardware Manual Edge Page 19 of 32 Connecting Power Connecting Power Supply Only Use TokenWorks Supplied AC adapter 5 9 Volt DC Insert Power Plug into jack on side of cradle CardVisor Hardware Manual Edge Page 20 of 32 There are two holes in the metal bar code reader cradle which provide a convenient means for the power cord to pass thru the metal case Shown below is an example using the front pass thru hole There is one in the back of the case as well Optional Cord Configuration Use Optional Cord Feed Thru holes on Front and Back of Case CardVisor Hardware Manual Edge Page 21 of 32 How to scan a Driver s license with a 2D Bar Code Magnetic Stripe Dunk 2D Bar Code Drivers License here with Bar Code facing PDA Swipe Magnetic Stripe Drivers License with Stripe facing PDA 2D Bar Code Swiping Magnetic Stripe DL 1 Press Date Book button 2 When Swipe A Card
26. t tipped object gently press the reset hole on the back Blank Batteries are low or Connect external power If this does not work leave on charger for 30 dead minutes and try a soft reset If this does not work place unit in Hotsync cradle with power connected and try soft reset If unit still does work try hard reset See the Resetting the Handheld section Hardware failure Contact TokenWorks Technical support Note if Handspring Visor not purchased from TokenWorks then contact Handspring technical support at www handspring com CardVisor is not Magnetic stripe is Clean stripe with soft cloth decoding swiped dirty ea Swipe Magnetic Card may Try another card again displayed pe damaged CardTool is hung Run Reset menu item from main menu If still experiencing problems perform soft reset with stylus or paper clip See the Resetting the Handheld section Magnetic Card may Ensure card is being held flush to base of card track during swipe Try be miss aligned swiping at different speeds in a different direction holding the card at during card swipe different locations or changing the orientation of the Handspring Firmware memory Remove and reinsert CardTool reader If CardWelcome application requires reflash automatically reflashes firmware then this probably will resolve the problem If not Remove and reinsert CardTool reader again Do not hit OK button to launch CardVisot but instead select pull down menu ic
27. ta This feature should be used with caution as forgetting the PIN code will require erasing all saved transaction data Drivers License Transaction data records are stored as Memos in MemoPad application and are marked Private by the CardVisor software They may be hidden or masked by entering a user selected PIN code via the security application old fashion key icon on home screen Shown below is what the transaction data stored in MemoPad look like when masked or hidden CardVisor Hardware Manual Edge Page 9 of 32 EA o o aE Memo TM 1 S01502 4n534 rAAMVASEO0 1 2 Oe 3 SOTS02 4n534 rAAMVASEO0 1 4 D To set the PIN code select the Security Application shown below from the Home screen Then select Mask Records or Hide Records from the Current Privacy Menu Selecting either will prompt a Password or PIN code to be entered which must then be confirmed E eee Nol Es Current Current P Show Records Address Cale City Tire Me ae IEEE EEEE i 7 Hide Record P ioca oY Term Dote Book Date Book t G 2 If you assign a password you Expense HotSync Mail must enter it to show private g G records MemoPad Prefs eo Lack amp Turn Off amp Turn Off a Cancel Note If the PIN code or Password is forgotten there is no way to recover it via the standard security application Resetting the Password will delete all the transaction data Use this feature with caution Passwor
28. tion If this alert appears immediately reconnect the unit to power and make sure the power button on the Visor Edge starts flashing green This indicates the unit is being powered Note If you leave your handheld for an extended period of time with out power you will lose all of the stored data The CardVisor ID Scanner program is stored in non volatile memory and will NOT be lost but the transaction logs will be HotSync the handheld to preserve this transaction data CardVisor Hardware Manual Edge Page 17 of 32 ID Scanners with Visor Edge handheld amp non portable bar code reader This section applies to customers using the Bar Code Reader Cradle This version of the Bar Code Reader Cradle does not have a built in battery and must be powered from the AC adapter ca ID Scanner y CPS Hardware User Manual enuig nee a Software User Manual Age Verification Application TOKENWORKS ve lt gt See i SMYOMNIAOL j K OKENWORKS Models CV_II_BC_Edge CV_III_BC_Edge CV_IIV_BC_Edge CardVisor software loaded into the CardTool Reader a Handspring Visor Edge handheld computer Bar Code Reader Cradle with AC adapter a USB Hotsync charging Cradle Palm Desktop application for Windows or Macintosh CardVisor CD and documentation CardVisor Hardware Manual Edge Page 18 of 32 Parts Diagram Edge Bar Code Reader Cradle non portable Green Ready LED Red Scanning LED Magnetic Swipe Slo
29. where to write letters or numbers You can also tap the abc or 123 to bring up the onscreen keyboard CardVisor Hardware Manual Edge Page 7 of 32 Age Threshold and Alarms The Age Threshold and Alarm screen configures at what age CardVisor will alarm at and what alarm sound will be played There are six sounds available for the under 18 under 19 under 20 under 21 and expired license conditions After selecting a new sound CardVisor will play it before updating the display The Expired alarm may not be disabled only the alarm sound may be changed The Happy Birthday song may be disabled by un checking the check box If checked one may select either the long or short version of the Happy Birthday The Visual indication of a birthday will be displayed on the main screen status line If the Age YYMMDD item is checked then the age will be displayed in years months and days This allows one to see how close somebody s birthday is and wish them a pre happy birthday If un checked then the age is displayed just in years Under 18 and Under 21 Pop Up menu for Under 20 Happy Birthday Song age alarms configured Alarm Long or Short Version Press the Memo Pad Button to see the stored license data Tapping on each line will provide a detailed view of the swiped license data The driver s license data is parsed and stored as Memos in MemoPad application built in Palm OS application under the CardVisor category Shown below is
30. y CardToo reader and or CardVisor software 28 Age Verification Calculation Limitations 29 State and Local Privacy Laws Ordinances or Rules 29 Graffiti Table 30 Checking IDs 31 Cross Check Data 32 Handspring Visor Button amp Icon Layout Visor Edge components Locating front panel controls Screen Applications Icon Graffiti writing area Menu Icon Contrast contro Memo Pad Power button and Date Book backlight control Address Book Scroll buttons LED Shown are the buttons and icons referred to throughout this manual Note the location of the Date Book button Menu icon and Memo Pad button CardVisor Hardware Manual Edge Page 4 of 32 Inserting the CardTool To insert the CardTool align the unit with the Handspring expansion slot see figure 1 and gradually insert the unit It should insert smoothly until it makes contact with the expansion slot stops Do not force the unit into the expansion slot If resistance is significant withdraw CardTool and ensure there are no foreign objects in the expansion slot and that CardTool is properly aligned with the Visor expansion slot then try again 7 Figure 1 CardTool Reader inserting into Handspring Visor Springboard expansion slot CardVisor Application Installation The CardVisor software is stored in the flash memory of the CardTool reader and automatically launches after plugging in the CardTool reader into the handheld A welcome
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