E-swipe Manual - E
Contents
1. 3 LICENSE 1 12 se nenne nea 4 TABLE OF 8 4 4 2222 2 7 CHAPTER 1 INTRODUCING E SWIPE eee ee eee ee eee enn 11 E SWIPE FEATURES 0 ccsccecsesecessscsecesesevsesceevsbesessevevesecvecsesetavsecsvece 11 USING THS GUDE 13 Organization of the 13 CHAPTER 2 INSTALLING 15 SYSTEM 5 15 INSTALLING 8 00 0000 hene 15 CHAPTER 3 CUSTOMIZING 17 E SWIPE MAIN SCREEN 11 1 211 4 1 6 17 eds Ca Pee Pee 17 18 SIGlus DBOE i ooi deos cdi eee vede 19 SET UP E SWIPE 6 20 POLL DELAY PARAMETERS eene eene nnne nnne nena 21 Delay doe ut ee ne uh ee e 21 Time OWLS eos dios oe shee Ms cot ot UCM 22 Machine 5 5 4 oun egi 22 PROTOCOL PARAMETERS cscsseccecesecccceseccececeseeeecssesseeecessueeceeenes 23 How to turn the protocol off essere 242. E SWIPE Version 2 0 USER S GUIDE Notice to Users The E swipe user documentation has been written by Escan Technologies Corp part of this publication may be reproduced or distributed in any form or by any means without the prior written permission of Escan Technologies Corp It is permitted to make copies of the E swipe diskettes to be used solely for backup in case of destruction of the original We welcome your suggestions and comments regarding improvements to E swipe or this manual Changes will be incorporated in the new editions of this manual and in new versions of E swipe Escan Technologies Corp reserves the right to make improvements or changes to this product at any time without notice While every reasonable precaution has been taken in the preparation of this manual and software Escan Technologies Corp assumes no responsibility or liability of any kind for errors or omissions or for the consequences of such errors E swipe is provided as is without warranty of any kind The entire risk as to the quality and performance of E swipe is to you This documentation was last updated for Version 2 0 of E swipe Serial Number E swipe User s Guide 3 License Agreement This license agreement is your proof of license Please treat it as valuable property This is an agreement between you either individual or entity the end user and Escan Technologies Corp If you do not agree to the
3. iii The employee ID To download an employee list 1 Select Download 2 Select Employee List with Checking if you want the reader to check if the ID exists before adding it 3 Select Employees List without Checking if you want the reader to add the ID without checking if it exists The Open Download Employee File dialog window will appear E swipe User s Guide 53 Find Employee List BEI Jaa cs a Look in L Bitmayos T Documents Files ol ype Text Files TXT Cancel 4 Select the file you want to download 5 Click on the Open button to download the file 6 If the protocol is enabled in the software the Unit Adaress window will appear If you want to download to an address other than the default address enter a new address This address can be between 0 and 126 Click on the OK button of this window 7 The Cancel Send Receive window will appear This window allows you to cancel the download process at any time by clicking the Cancel button Responses from the reader will be sent to the View window The reader returns one of three responses ID is added ID is not added or Schedule is invalid E swipe User s Guide 54 me IBC Reader View Window x 100277 000 ID Not Added E 100278 001 ID Not Added 00279 002 ID Not Added For more information consult the IBC SA STA product user s guide on the Add Employee into list programming command E swipe U
4. Cut Text To cut text 1 Select the text you want to cut 2 Select Edit and then select Cut or click on the Cut button in E swipe text editor s toolbar Now you can paste the text you cut anywhere in the document E swipe User s Guide 41 Copy Text To copy text using E swipe s text editor 1 Select the text you want to copy 2 Select Edit and then select Copy or click on the Copy button in the E swipe text editor s toolbar The copied text can be pasted in another location in the document using he paste command E swipe User s Guide 42 Paste Text The text should be copied or cut before you can paste it To paste text 1 Place the insertion point where you want to paste the text 2 From the Edit menu select Paste E swipe User s Guide 43 Search for Text From E swipe s text editor Search menu you can access commands that help you locate specific words or characters quickly and easily To locate text 1 In the document click where you want to start searching 2 From the Search menu select Find The Find Text window will appear Find Text Ea Find What 9 Cancel Mao Direction atch Case Cu Town 77 Fmd 3 Inthe Find What text box type the text you want the text editor to look for 4 Check the Match Case box if you want to find the text that matches the upper and lower case of the text you typed 5 The text editor will start searching the document from the insert
5. Speaker Options Bie _ Beeper On for 0 00 Sec After Good Read Disable Beeper After Good Read Header s Hespanse To program the speaker to be turned on for certain amount of time after a good read enter the number of seconds desired Then enter the address if the protocol is on Then click on the button next to this command To disable the beeper after a good read enter the address of the reader if networked and then click on the button next to this command E swipe User s Guide 84 Set Relay Options The Set Relay Options command is available under the Reader Commands menu If the reader has a relay you may want to program it as follows After a good read ma IBC Reader Relay Options Relay On for 00 Sec After Good Read Disable Relay After Good Read Header s Response gt on the relay for xx seconds gt Turn the relay off Like all the reader commands the Set Relay Options command opens the communication port automatically To program the relay you need to click on the button next to each command But before you click on the button if the reader is networked enter its address in the text box provided for the address Also enter the number of seconds required if you are programming it to be turned on for a certain amount of time E swipe User s Guide 85 Send Command The IBC reader can be easily programmed through any of the opt
6. How to turn the protocol on eese 24 COMMAND 25 CHAPTER 4 THE COMMUNICATION PORT 27 PORT PARAMETERS ree deret e 27 POL meto ee tfc i 27 Datud Rate Det ea ere ec aS 28 DGG Bite Reate dt 26 E swipe User s Guide 7 26 Stop BUS to deb PRO ERE R 26 COMMAND BUTTONS 28 OPEN CLOSE THE PORT cere Ie ve ERU E DERE 30 CHAPTER 5 E SWIPE TEXT EDITOR eere eee ene en 33 INTRODUGTION a TRU exeat erae E cae ee OMEN age uds 33 OPENING THE TEXT 88 33 E SWIPE S EDITOR S MAIN SCREEN eee 34 Main Mni tete tese ee vit eed Eee 34 3 7017 CEN 34 WORKING WITH 6 35 Create a New 35 Open dile ulta ipn 36 SGye QEMe re ERE TIERE UPS 37 Close qm Eillexc ed at 39 WORK WITH 40 971 Mo Er TUE 4I COPY Textes rete niei o pi OD 42 POSTE ep uicti e e D EU REDI 43 Search for Text iue e e ege Re Deben 44 CHAPTER 6 THE LOG FILE eee ee eere eee 45 OPEN TOG PIE eret ete etes rre bee e e ec 46 CEOSE EOG iste eret eere
7. Protocol Delay 0100 ms Timeout 0100 ms Machine Speed These settings Delay Used by the polling commands only polling STA SA DC and J reader The delay is the number of milliseconds 0000 9999 the polling function should wait between polls The default is 100 millisecond E swipe User s Guide 21 Time Out The number of milliseconds 0000 9999 the software should wait after sending a command for a response from the reader before timing out The default is 100 millisecond Machine Speed The amount of time E swipe should wait after sending a command and before receiving data from the reader You can select any number from 1 to 50 The number you select is represented as a multiple of 10th of a millisecond So if you select 1 the wait time will be 10 millisecond The larger the number the slower the data will be sent and received However a small value may result in receiving fragmented data E swipe User s Guide 22 Protocol Parameters The reader can communicate with the software in protocol network or non protocol mode The protocol command under the Setup menu allows you to specify the mode that the software will be using when communicating with the reader To access this command select Setup Protocol Parameters me IBC Reader Properties x Poll Delay Protocol On Default Unit Address 000 Poll Range 000 To turn off th
8. The Cancel Send Receive window will appear 5 f the protocol is disabled the upload command will poll the single reader that is connected to the serial port If the readers are networked the upload command will poll each reader in the range one at a time The data coming from the reader will not contain a date or time The Poll command adds the system s time and date to the data at the time of polling The polled data will appear in the View window as follows E swipe User s Guide 66 x IBC Reader View Window Mm E 111111 03 29 1999 10 57 22 111111111111 03 29 1999 10 57 25 100277 03 29 1999 10 57 28 iii mm dd yy hh mm ss where Field Description The employee ID of scanning of scanning 6 To end the polling process you should click on the Cancel button of the Cancel Send Receive window The reader will not accept an ID until the previous data is polled E swipe User s Guide 67 E swipe User s Guide 68 CHAPTER 9 Reader Commands This chapter describes in details the menu commands that program the reader All of these commands are available under the Reader Commands menu Exeba E swipe 2 0 Bie Setp TeminalDot Download Uplood BesderCommends Help 3 Set SenalOptons ll Sat me SetGercodes Options Sethiogstipes Opsons SetLEDs Options Set Relay Optians Set Speaker Options Send Command Partis Open Port 1 Settings 36001 8 P
9. 8 Polling Data There are two types of data that can be uploaded from the reader These two types are transactional data and access control data me Exeba E swipe 2 0 Gf x Setup TerminalData Download Upload Reader Commands Help Poll STA DC Reader Poll amp Purge STA DC Reader Poll SA Reader Poll J Reader Upload Access Control List Status Portis Open Port 1 Settings 9600 n 8 Protocol ON 00 13 32 Depending on the type and operating mode of the reader you can upload transactional data using the following commands that are available under the Upload menu Poll STA DC Reader E swipe User s Guide 59 Poll and Purge STA DC Reader Poll SA Reader Poll J Reader The access control list can be uploaded from an SA or STA reader using the following command which is also available under the Upload menu Upload Access Control List described in the previous chapter E swipe User s Guide 60 Poll STA DC Readers Readers such as an STA and DC store the transactional data From E swipe you can upload this data as follows 1 Select Upload from E swipe s main menu 2 Select Poll STA DC Reader if you want to poll the data and keep it in the reader Select Poll and Purge STA DC Reader if you want to poll the data and then clear the reader s memory The Upload Data File dialog window will appear 3 If you want to save the polled data in a file enter a path and name for it and c
10. enabled enter the address of the reader in the address text box at the right of the command 2 f the comand has a selection box select the required setting from the list For example the Set Prefix to command has a selection box from which you can select the prefix E swipe User s Guide 79 character you want You can enter the character in the list box provided or you can select the character from the list However there are certain characters that you should always select instead of typing These characters are None disable the prefix Space space character Tab tab character Other commands such as Set Magstripe Length to 00 requires you to change the 00 in the command to the length you want 3 Click on the command button at the left of the command The reader will return one of two responses Command Acknowledged when the command is recognized by the reader Command Not Acknowledged when the command is not recognized by the reader Both responses will appear in the Response text box E swipe User s Guide 80 Set LEDs Options Some readers can have their LEDs programmed to function as follows When the reader is powered on IBC Reader LEDs Options mE x Good Read Reader s Response gt You can program it to have the red LED turned on or the red LED turned off gt You can also program it to have the green LED turned on or the green LED tur
11. eve 48 CHAPTER 7 ACCESS CONTROL LIST e ee 49 DOWNLOAD SCHEDULES LIST eee enne 50 DOWNLOAD EMPLOYEES LIST eere nne 53 UPLOAD ACCESS CONTROL 57 4 56 CHAPTER 8 POLLING 2 2 211 222 59 POLL STA DC READERS eere nennen nnne nenne enin 61 POLL SA READER 64 POLL J 66 CHAPTER 9 READER COMMANDS eee eee neenon 69 SET SERIAL 8 8 8 70 72 E swipe User s Guide 8 SET BARCODES OPTIONS eese e enhn nennen 74 SET MAGSTRIPES OPTIONS 77 SETLEBDSOPTIONS 81 SET SPEAKER OPTIONS o 84 SET RELAY OPTIONS 5 85 SEND COMMAND iini IE rere DI D T ee UP EN 86 APPENDIX I E SWIPE 55 8 1 1 89 E SWIPE 55 5 89 APPENDIX II GETTING HELP ON E E SWIPE 93 RESOURCES 3 kii dern bested a DEP BR RB INT 93 CUSTOMER SUPPORT 1 40 1 1 EESE 94 E swipe User s Guide 9 E swipe Us
12. terms of this agreement promptly return the disk package and accompanying items including written materials and binders or other containers to the place you obtained them for a full refund 1 GRANT OF LICENSE This License Agreement permits you to use one copy of the specified version of the E SWipe software product identified above SOFTWARE on any single computer provided the SOFTWARE is in use only on one computer at any time If you have multiple Licenses for the SOFTWARE then at any time you may have as many copies of the SOFTWARE in use as you have Licenses The SOFTWARE is in use on computer when it is loaded into the temporary memory i e RAM or installed into the permanent memory e g hard disk CD ROM or other storage device of that computer except that copy installed on a network server for the sole purpose of distribution to other computers is not in use If the anticipated number of users of the SOFTWARE will exceed the number of applicable Licenses then you must have a reasonable mechanism or process in place to assure that the number of persons using the SOFTWARE concurrently does not exceed the number of Licenses If the SOFTWARE is permanently installed on the hard disk or other storage device of a computer other than network server and one person uses that computer more than 8096 of the time it is in use then that person may also use the SOFTWARE on the portable or home computer 2 COPYRIGHT The SOFTWA
13. the reader did not recognize the command For example polling an STA reader with the Poll J command E swipe User s Guide 90 Reader is not responding Make sure it is set to When the protocol is enabled in the software a response is expected from the reader for every command sent If no response is received E swipe displays this message You need to either enable the protocol in the reader or disable it in the software The file is too large to open E swipe s text editor can only open files that are 65 K in size Unable to open the communication port This message is received when the selected port is occupied by another hardware or the port is already opened by this hardware and cannot be reopened Unable to purge data at address xxx E swipe failed to send the command that purges the contents of the transational data file on the reader This would be due to communication problems Unable to send command This message is received when the software is trying to communicate with the reader by sending a command while the port is not open or a communication problem occurred E swipe User s Guide 91 E swipe User s Guide 92 APPENDIX 11 Getting Help on swipe Resources A variety of resources are available to help you use E swipe These resources are On line help E swipe has a comprehensive on line help system which allows you to locate information quickly and easily On line hel
14. to program every track that the reader can read It is available under the Reader Commands menu Once selected a submenu will appear from which you can select to program Track 1 Track 2 Track 1 amp 2 fm cic l _ Programming track1 is equivalent to programming track 3 on readers that read track 2 and 3 E swipe User s Guide 77 For each track you can program the reader as follows Enable or disable track Transmit Don t transmit the LRC character Set the magstripe length Transmit Don t transmit stop and start character Select the prefix character Select the delimiter character Transmit Don t transmit the direction indicator Vv Y V Y For multitrack readers each track can be programmed to Use the standard character set for the track or another character set gt Transmit before the other track Setintertrack delimiter E swipe User s Guide 78 ma IBC Reader Magstripe Options BBE Track 1j Track 182 Enable Track 00 p Don t Transmit Stop Start Character 00 Set Prefixto None 00 SetDelimiterto None F 000 E Transmit Direction Indicator 000 Don t Transmit Direction Indicator 000 ce Header s Hespanse n n The figure above shows all the commands in which you can program Track 1 To program the magstripe tracks follow the steps below 1 If the protocol is
15. CK NAK ETX and STX characters from the string of data received when the protocol is enabled If the reader is set to protocol mode a response of ACK will appear as Command Acknowledged and of NAK will appear as Command Not Acknowledged Command Buttons The Clear button ES erases the contents of the send and receive boxes sends the command to the reader The Close button simply closes the Send Command window For further information on the reader commands consult the IBC User s Guides E swipe User s Guide 87 E swipe User s Guide 88 APPENDIX E swipe Messages While working with E swipe you will receive different messages Some messages will inform you about the status of a certain operation This kind of messages are explained throughout the manual This appendix explains in details the warning and error messages received E swipe Messages Command Acknowledged Command Not Acknowledged The above messages are displayed by the software in the response box when an ACK or a NAK is received from the reader When the command is acknowledged by the reader it means that the reader received the command and recognized it as a valid command It does not mean however that the reader is programmed according to the command When the command is not acknowledged by the reader it means that the reader received the command but did not recognize it Invalid character This message is received when yo
16. RE is owned by Escan Technologies Corp or its suppliers and is protected by United States copyright laws and International treaty provisions Therefore you must treat the SOFTWARE like any other copyrighted material e g book or musical recording except that you may either a make one copy of the SOFTWARE solely for backup or archival purposes or b transfer the SOFTWARE to a single hard disk provided you keep the original solely for backup or archival purposes You may not copy the written materials accompanying the SOFTWARE 3 OTHER RESTRICTIONS This E Swipe License Agreement is your proof of license to exercise the rights granted herein and must be retained by you You may not rent or lease the SOFTWARE but you may transfer your rights under this E swipe License Agreement on a permanent basis provided you transfer this License Agreement the SOFTWARE and all accompanying written materials and retain no copies and the recipient agrees to the terms of this Agreement You may not reverse engineering decompile or disassemble the SOFTWARE Any transfer of the SOFTWARE must include the most recent update and all prior versions E swipe User s Guide 4 4 DUAL MEDIA SOFTWARE If the SOFTWARE package contains both 3 5 inch disks and CD ROM then you must use only the media appropriate for your single designated computer or network server You must not use the other media on another computer or computer networks or loan rent lease or tr
17. ansfer them to another user except as part of a transfer or other use as expressly permitted by this E SWiDe License Agreement LIMITED WARRANTY LIMITED WARRANTY Escan Technologies Corp warrants that a the SOFTWARE will perform substantially in accordance with the accompanying written materials for a period of thirty 30 days from the date of receipt and b any hardware accompanying the SOFTWARE will be free from defects in materials and workmanship under normal use and service for a period of one 1 year from the date of receipt Any implied warranties on the SOFTWARE and hardware are limited too thirty 30 days and one 1 year respectively Some states do not allow limitations on duration of an implied warranty so the above limitation may not apply to you CUSTOMER REMEDIES Escan Technologies Corp s entire liability and your exclusive remedy shall be at Escan Technologies Corp s option either a return of the price paid or b repair or replacement of the SOFTWARE or hardware that does not meet Escan Technologies Corp s Limited Warranty and that is returned to Escan Technologies Corp with a copy of your receipt This limited warranty is void if failure of the SOFTWARE or hardware had resulted from accident abuse or misapplication Any replacement SOFTWARE will be warranted for the remainder of the original warranty period or thirty 30 days whichever is longer Neither these remedies nor any product support services offered
18. by Escan Technologies Corp are available for this U S A version product outside of the United States of America NO OTHER WARRANTIES Escan Technologies Corp Disclaims all other warranties either express or implied including but not limited to implied warranties of merchantability and fitness for a particular purpose with respect to the SOFTWARE the accompanying written materials and any accompanying hardware This limited warranty gives you specific legal rights You may have others which may vary from state to state NO LIABILITY FOR CONSEQUENTIAL DAMAGES In no event shall Escan Technologies Corp or its suppliers be liable for any damages whatsoever including without limitation damages for loss of business profits business interruption loss of business information or other pecuniary loss arising out of the use of or inability to use this Escan Technologies Corp product even if Escan Technologies Corp has been advised of the possibility of such damages Because some states do not allow the exclusion or limitation of liability for consequential damages the above limitation may not apply to you U S GOVERNMENT RESTRICTED RIGHTS E swipe User s Guide 5 This SOFTWARE and documentation are provided with RESTRICTED RIGHTS Use duplication or disclosure by the Government is subject to restrictions as set forth in subparagraph c 1 ii of the Rights in Technical Data and Computer Software clause at DFARS 252 227 7013 or subpa
19. code prefix program the Code 39 symbology to mr IBC Ri eader Barcodes Options Interleaved 2 of 5 Industrial 2 of 5 Standard 2 of 5 Code 128 j Reader s Response Enable Code 00 Disable Code 00 Enable Direction Indicator 00 Set Code Prefixta Noe gt 00 To program the symbologies follow the steps below E swipe User s Guide 75 1 If the protocol is enabled enter the address of the reader in the address text box at the right of the command 2 f the comand has a selection box select the required setting from the list For example the Set Barcode Prefix to command has a selection box from which you can select the prefix character you want You can enter the character in the list box provided or you can select the character from the list However there are certain characters that you should always select instead of typing These characters are None disable the prefix Space space character Tab tab character Other commands such as Set Barcode Length to 00 requires you to change the 00 in the command to the length you want 3 Click on the command button at the left of the command The reader will respond with an ACK Command Acknowledge or a NAK Command Not Acknowledge if operating in protocol mode This response is displayed in the Response text box E swipe User s Guide 76 Set Magstripes Options The Set Magstripes Options command allows you
20. cters The response that comes back from the reader can be viewed in the response text box Y Set the barcode options for every symbology that the reader supports These options include enabling and disabling the symbology setting the length of the barcode read and specifying the barcode prefix Y Set the magstripe options for track 1 2 and multitrack readers These options include enabling and disabling the track specifying the prefix and delimiter characters setting the magstripe length etc Y Set the relay options speaker options and LEDs options to your preferences E swipe User s Guide 12 Using this Guide Organization of the guide Chapter 2 explains in details the process of installing the software Chapter 3 provides specific information that you will use to configure E swipe Chapter 4 provides detailed information on the communication port Chapter 5 if you have never used a text editor before you should read this chapter to become familiar with the procedures used in manipulating a file Chapter 6 explains what a log file is and how to save data to it Chapter 7 if you have purchased a SA STA reader pay close attention to chapter 7 This chapter illustrates how to download and upload the access control list Chapter 8 each section of this chapter describes the polling process of the transactional data from a certain type of reader You should read the section addressing t
21. dow This button closes the window without warning of any unsaved changes So make sure you save before you exit E swipe User s Guide 25 E swipe User s Guide 26 CHAPTER 4 The Communication Port This chapters describes in details the process of changing the port parameters opening and closing the port Port Parameters This command allows you to select the communication port settings that E swipe should use when communicating with the reader To access the Port Parameters command select Setup Port Parameters Communication Port Settings Port Baud Rate sn 2 Data Bits x Parity None Stop Bits Then change the following parameters if necessary Port Select the port that the reader will be connected to You can choose from COM1 to COM16 E swipe User s Guide 27 Baud Rate Select the baud rate The selectable range is 300 to 256000 Data Bit Select 5 6 7 or 8 Parity Select even odd none mark or space Stop Bits Select 1 1 5 or 2 In protocol mode the allowable settings for these parameters are as follows Baud Rate between 1200 and 19200 Data Bits 8 Parity None Stop Bits 1 If the communication port was open before you changed these setting the changes will not take effect until the port is reopened This command will only change the port parameters in the software To change the settings on the reader use the Set Reader Opt
22. e protocol on the reader refer to the following topics Set Reader Options and Send Command E swipe User s Guide 23 How to turn the protocol off 1 First turn the protocol off on the reader by using one of the commands mentioned above 2 Select the Protocol tab on this window if it not already selected 3 Select the Off radio button 2 1 4 Click on the Save button E How to turn the protocol on 1 If the readers are not set to protocol then while the protocol is turned off in E swipe turn on the protocol on all of the readers 2 Select the Protocol tab on this window if it is not already selected 3 Select the On radio button to turn on the protocol in the software 4 Then select the default address from the Default Unit Address list This address can be between 000 and 126 and will be used as a default address when downloading uploading or programming the reader 5 Finally select the range of addresses that the polling functions should poll Valid values range from 000 to 126 Make sure the value you select for the Range From is lower than the value you select for the Range To 6 Click on the Save Button E E swipe User s Guide 24 Command Buttons Once you change the settings of the Poll Delay parameters or the Protocol parameters you need to save and close 237 Click on the Save button BS after you make the required changes to the settings Click on the Close button to close the win
23. er s Guide 10 CHAPTER 1 Introducing E swipe E swipe is the ultimate Windows serial communication software for the IBC smart readers E swipe provides all the features you need to communicate with the reader easily and efficiently E swipe Features Briefly E swipe allows you to Y Configure communication and communication settings to the settings that best suit the hardware you are using Y Define the poll and delay settings such as time outs and poll delay v Define the protocol parameters such as turning the protocol on and off and defining the range of addresses to be polled v Create the schedules and employee files to download to the reader and view the data files uploaded from the reader using the built in text editor Y Download a schedules file and an employee file to the reader and view the reader s response instantly Y Upload the access control list employee and schedules data stored in the reader and save the data to a file if required E swipe User s Guide 11 Y Poll the reader to get the clock in and out data If the readers are networked you can poll a single address or a range of addresses Y the computer s date and time when polling a J reader Y Program the reader by sending the appropriate commands If the readers are networked these commands can be sent to any address you enter The software will automatically add the command prefixes and terminating chara
24. he polling process of the type of reader you purchased Chapter 9 explains how to change and program the reader to the options required Appendix describes the warning and error messages of E swipe Appendix I explains how to get technical support and help on E swipe E swipe User s Guide 13 E swipe User s Guide 14 CHAPTER 2 Installing E swipe The installation program allows you to install Exeba E swipe from either a CD or floppy disks But before you install it you should verify that your computer meets certain requirements System Requirements E swipe has the following system requirements IBM PC or compatible computer Q Microsoft Windows 95 98 or NT Q An 80486 or higher processor Aminimum of 8 MB of RAM Q Approximately 10 MB of available disk space Installing E swipe 1 Start Microsoft Windows 2 Close other applications 3 Insert the E swipe CD ROM into your CD ROM drive 4 Choose Run from the Start menu E swipe User s Guide 15 5 When the Run dialog box appears type x setup substitute the letter of your CD ROM for x and press Enter 6 Follow the on screen instructions E swipe User s Guide 16 CHAPTER 3 Customizing E swipe E swipe Main Screen When you start E swipe the main window will appear From this window you can access all of the application s features Main Menu There are six main menus Sams Portis d
25. ing Employees List without Checking Status Portis closed Port Settings Protocol As you can see in the figure above the Download menu contains three commands to download the access control list These commands are described in the following sections E swipe User s Guide 49 Download Schedules List The download schedules list allows you to download a schedules file to the reader Before you access this utility you should create the schedule list and save it in a text file You can create the list using any text editor or using E swipe s text editor If you have the data available try exporting it to an ASCII format The data contained in the file should be in the following format sss hh mm hh mm d where Field Description sss a 3 digit schedule 001 100 d the day of the week Monday 1 Sunday 7 the schedule s start time e g 13 00 the schedule s end time e g 08 00 The time should be 24 hour format For example 1 PM should be entered as 13 00 This file should not contain a header To download a schedules list 1 Select Download 2 Select Download Schedules List The Open Download Schedules File dialog window will appear E swipe User s Guide 50 Find Schedules List Look in _jBirneps T Documents Fis name Fiss TXT z Cancel 3 Select the file you want to download 4 Click on the Open button If you c
26. ion point and in the direction you specify in the Find dialog box 6 Click on the Find button 7 If you want to find additional instance of the same text select Search and then select Find Next E swipe User s Guide 44 CHAPTER 6 The Log File The data received from the reader can be saved in a file using the Open Log File command Once you open a log file all the data coming from the reader will be saved in it In this file all types of data will be saved Such as transactional data access control data responses etc Whereas the data files that you open when uploading data will only save the uploaded or polled data and will be closed automatically when the operation ends When you open a log file and an upload file you will have two copies of the same data Mi Exeba E swipe 2 0 BEE Setup Terminal Data Download Upload Reader Commands Help E swipe Text Editor Open Log File Status Portis Open Port 1 Settings 9600 n 8 Protocol ON 00 19 41 E swipe User s Guide 45 Open Log File To open a log file 1 Select Terminal Data 2 Select Open Log File The Open Log File dialog window will appear Log File Lookin Eswips20 Ae A alls su Figsoftypa jLag Files LOG Conceal 3 Inthe Look In list box select the drive and folder where you want the file to be placed 4 Inthe File Name text box type a name for the file If that name already exi
27. ions available under the Reader Commands menu For example the Set Speaker Options command sends messages to the reader to program the speaker However these options do not cover all of the programming commands Any other command can be typed in the Send Command window and sent to the reader In other words the Send Command allows you to program the reader by sending the appropriate command To send a command to the reader follow the steps below 1 Select Reader Commands then select Send command The Send Command window will appear as show in the figure below ma IBC Reader Send Command Send 7 Enter the command in the box below z Send Command to address 000 Is this a serial programming command Reader s Response 00066056940000004681 E swipe User s Guide 86 2 Type the command in the text box provided 3 Enter the address to send the command to if the reader is networked 4 Checkthe serial command option if the command is a serial programming command All the commands in the J series users guide are serial programming commands except the serial control commands 5 Click on the Send button The Send command will automatically add the command prefix and terminating characters The responses coming back from the reader if any are sent to the Reader s Response box Responses will appear in the format that they are received However the software eliminates the A
28. ions command or the Send Command Command Buttons When you change any of the settings you need to save and close the window E swipe User s Guide 28 2 d Click on the Save button BS to save the changes made Click on the Close button to close the window This button closes the window without warning of any unsaved changes So make sure you save before you exit E swipe User s Guide 29 Open Close the port Eventhough there is no specific command under the main menu that opens the port E swipe provides several ways to open it both automatically and manually When you select any of the commands under the following menus the port will be opened automatically These menus are Download Upload Reader Commands The commands under these menus will open the port only if it is closed They will reopen it only if they were accessed after changing the settings for the port and port parameters EJ Changing the settings under the port parameters will not reopen the port To open the port manually click on the light bulb icon of the button toolbar The light bulb icon also serves as an indicator for the status of the port A green bulb icon indicates that the port is open A red bulb icon indicates that the port is closed The status bar for the main window displays the status and settings for the communication port Once the port is opened it cannot be automatically closed To close the port you should click on the
29. lick on the Cancel button the download operation will be cancelled 5 f the protocol is enabled in the software the Unit Address window will appear Enter the unit address 0 126 K Cancel r _ If you want to download to an address other than the default address enter a new address This address can be between 0 and 126 6 The Cancel Send Receive window will appear to allow you to cancel the download operation at anytime E swipe User s Guide 51 The responses coming from the reader will appear in the View window me IBC Reader View Window PiE x 001 1 08 00 17 00 Schedule Added 001 2 08 00 17 00 Schedule Added For more information consult the IBC SA STA product users guide on the Add Schedule programming command E swipe User s Guide 52 Download Employees List The download Employee List utility allows you to download a file of employee IDs and schedule numbers to the SA and STA reader You should download the schedule list to the reader before you download the employee list unless all the schedules in the employee list exist in the reader or no schedule check is required Before you download the file you should create it using any text editor including E swipe s text editor The data in the file should be in the following format sss iiii where Field Description sss A 3 digit schedule 000 100 Enter 000 if you want to allow the employee to clock in and out anytime
30. lick on the Open button Otherwise click on the Cancel button 4 lf the protocol is not enabled the reader connected to the serial port will be polled until an END is received If the readers are networked the poll command will poll each reader whose address falls in the range of addresses set up in E swipe Each address will be polled until an END is received Then the next address in the range will be polled and so on If you have selected a Poll data file then all the data except for the END will be saved in it The data received will appear in the View window as follows E swipe User s Guide 61 xi IBC Reader View Window 0 03 17 99 09 47 05 100277 0 03 17 99 09 47 06 1002 77 0 03 17 99 09 47 08 100277 END Description The status of the transaction 0 Access is granted 1 Bad employee ID 2 Employee is not clocking in out within the scheduled time Mm dd yy The time of clock in out ii employee id The Poll and Purge STA DC Reader command polls the data from the reader until an END is received It then sends the purge command to purge the contents of E swipe User s Guide 62 the transactional data file If you cancelled the polling process at any time before the END is received the data on the reader will not be purged E swipe User s Guide 63 Poll SA Reader Like the J reader the SA reader does not store the transactional data It should be co
31. light E swipe User s Guide 30 bulb icon of the button bar The port is closed when you exit E swipe EJ The port will fail to open if it is occupied by another hardware such as a mouse E swipe User s Guide 31 E swipe User s Guide 32 CHAPTER 5 E swipe Text Editor Introduction The E swipe text editor is a small editor that allows you to create and save a text file You may want to use this feature to create the schedules and employee files that need to be downloaded to the reader Or you may want to use it to view the log or polled data files uploaded from the reader Opening the Text Editor To open the text editor follow the steps below 1 From E swipe s main menu select Terminal Data 2 Then select E swipe Text Editor x E swipe Text E ditor Untitled File Edit Search ex ej anl E swipe User s Guide 33 E swipe s Editor s Main Screen Main Menu File contains commands to create open and save a file Edit contains commands to edit the text in an open file Search contains commands to search for text in an open file Options contains commands to show or hide the editor s toolbar Tool bar The tool bar has buttons that allows you to access the editor s features quickly These buttons are New File use to create a new file Open File use to open an existing file Save File use to save a new or existing file Copy use to copy text Cut use t
32. mmunicate with the reader afterwards you should change the data bits to 8 and the parity to none in the software E swipe User s Guide 71 Set Time After you receive the reader from the factory you need to reset the date and time set in it The Set Time command provides an easy way to set the date and time on the reader To reset the time follow the steps below 1 From the Reader Commands menu select Set Time 2 The Set Time window will appear zx IBC Reader Set Time L x Set the date and time on the reader to ps es 046 4 wednesday At Address 000 Reader s Response If the communication port is not already open this command will open it When this window appears the E swipe User s Guide 72 date time and day of the week boxes will display the computer s date and time 3 If you do not want to set the time on the reader to your system s time change the settings as follows The Date should be entered as follows mm dd yy For example 02 09 99 The Time should be in 24 hour format i e the valid enteries for Hour are 00 23 The time should be entered as follows hh mm ss For example 13 01 30 The Day of the Week can be selected from the list 4 f the reader is networked enter its address in the Unit Address text box 5 Click on the Send button to reset the reader to the date and time that appears in this window Responses coming back from the reader
33. ned off E swipe User s Guide 81 And after a good read ww IBC Reader LEDs Options mE E Red Led On for 00 Sec After Good Read 000 Disable Red Led After Good Read 000 nz Green Led On for 00 Sec After Good Read 000 _ Disable Green Led After Good Read 000 Header s Response You can program the reader to turn the red LED on for xx second or the to turn the red LED off gt You also program it to turn the green LED on for second or to turn the green LED off The LED Options command is accessible from the Reader Commands menu After you select the Set LEDs options command the port will be opened if not already opened To program the LEDs follow the steps below 1 If the protocol is enabled enter the address of the reader in the address text box at the right of the command 2 Some commands require replace the 00 value in the command to the value you want Such as Red Light on for 00 Sec After Good Read E swipe User s Guide 82 3 Click on the command button at the left of the command E swipe User s Guide 83 Set Speaker Options The speaker available on the reader can be programmed to beep for a number of seconds after a good read or to be turned off after a good read You can access this command from the Reader Commands menu There is no need to open the port before executing this command because it will opened automatically wer IBC Reader
34. nnected to your PC during operation otherwise the data will be lost Unlike the J reader the SA reader stamps the data with a time and date To poll an STA reader follow the steps below 1 Select Upload from E swipe s main menu 2 Select Poll SA Reader The Upload Data File dialog window will appear If you want to save the polled data in a file enter a path and name for it and click on the Open button Otherwise click on the Cancel button In protocol as well as in non protocol mode the data will appear in the View window once scanned E swipe User s Guide 64 me IBC Reader View Window 03 17 99 10 40 39 100277 GRANTEI 03 17 99 10 40 44 111111 GRANTEI This data will appear as follows mm dd yy hh mm ss iii Granted or mm dd yy hh mm ss iii Denied E swipe User s Guide 65 Poll J Reader Polling a J reader differs from polling an STA and DC readers Since the reader does not store the data it should be connected to your PC and the polling function should be running as long as the employees are scanning their ID s Precisely you can poll a J reader as follows 1 From the E swipe s main menu select Upload 2 Then select Poll J Reader 3 The Upload Data File dialog window will appear If you want to save the uploaded data in a separate file enter a path and name for it in the File Name text box Then click on the Open button If you don t want to save the data click on the Cancel button 4
35. o cut text Paste use to paste text Find use to search for text The tool bar can be made invisible by selecting Toolbar from the Options menu When the toolbar is visible a check mark will appear next to the Toolbar option E swipe User s Guide 34 Working with Files Create a New File To create a new text file follow the steps below 1 From the E swipe text editor s main menu select File 2 Then select New or click on the New File button of the toolbar If you have made changes to an open file E swipe will ask you if you want to save the changes Save the file if necessary and continue with the next step 3 Once created you can begin typing When you first open E swipe s text editor a new file will be automatically created for you E swipe User s Guide 35 Open a File To open a file in E swipe text editor 1 From the File menu select Open or click on the Open File button of the toolbar 2 Inthe Look In list box select the drive and folder where the file is 3 Double click on the file name or highlight it and click on the Open button EJ The editor cannot open files that are larger than 65K E swipe User s Guide 36 Save a File After you make changes to a file using E swipe s text editor you may want to save it To save a new file 1 From the File menu select Save As The Save As dialog window will appear Save At i gal es s d JBitm aps 7 Documen
36. ol displays the setting of the protocol as it is set up in E swipe Connect Time displays the duration the port has been opened E swipe User s Guide 19 Set up E swipe Options Before you start communicating with the reader you need to change the default settings in the software to the settings that best suit your hardware The Setup menu provides commands for setting up options for the application Whereas the Reader Commands menu provides commands for setting up the reader In order for the software to communicate properly with the reader both the reader and the software should have the same settings It is very imperative that when you change the setting on one to change them on the other Commands available under the Setup menu are as follows Port Parameters described in the next chapter Poll Delay Parameters Protocol Parameters Beto Downlsd lJplasd Beoder Commands Pod Parameters Poll Delsy Paremeters Parameters Help Ext Sev Portis closed Port Satings Protocol E swipe User s Guide 20 Poll Delay Parameters The Poll Delay Parameters command can be accessed from the Setup menu The settings of the poll and delay parameters affect the commands that send and receive data to and from the reader You may need to try different settings until you find the correct configuration for your hardware ma IBC Reader Properties Lx Poll Delay
37. osed Port Setings Protocol Setup contains menu commands to customize the communication parameters used in the software Terminal Data contains menu commands to view and E swipe User s Guide 17 save the data sent and received to and from the reader Download contains menu commands to download data files to the reader Upload contains menu commands to poll transactional data and upload the access control list from the different readers Reader Commands contains menu commands to program the reader Help contains menu commands to access the on line help Button Bar The button bar which is located under the main menu contains buttons that you can use to easily access some of the frequently used commands of E swipe Setup Protocol Parameters Poll STA DC Readers Setup Poll Delay Parameters Upload Access Close Log File Control List 7 VA S uir aen Command Download Schedules File Download Employee File Open Log File Toggle Port E swipe User s Guide 18 Status Bar The status bar displays messages on the communication status and the current settings in E swipe It is divided into 5 panels These panels are Status Portis closed Pert Setings Prntocel Status displays the communication messages Port displays the number of the port used in communication Settings displays the settings of the port set up in the software Protoc
38. p can be accessed from the Start menu You can also access it while you are working with E swipe by selecting Help from the main menu User documentation This manual contains detailed information on how to use E swipe For commands and questions related to the hardware you should consult the manufacture s User s Guide that comes with the software when you purchase it For additional information and answers to frequently asked questions please visit our world wide web as described in the next section E swipe User s Guide 93 Customer Support If you have a question a comment or a suggestion Escan Technologies Corp welcomes your inputs regarding improvements to E swipe and or this manual These comments can be mailed to Escan Technologies Corp or sent electronically via e mail or via our World Wide Web WWW site If you have a bug report that requires immediate attention please contact us as soon as possible If you would like to purchase any of the hardware described in this manual you may contact us for the current price and availability In order to be eligible for technical support you must register your version of E swipe with Escan Technologies Corp In addition to technical support you will receive updates as to what is new in the upcoming versions of E swipe When reporting a problem please include the following information Company Mailing Address Phone Number Your Name Contact Person E mail Addres
39. ragraphs c 1 and 2 of the Commercial Computer Software Restricted Rights at 48 CFR 52 227 19 as applicable This Agreement is governed by the laws of the State of California COPYRIGHT Information in this document is subject to change without notice and does not represent a commitment on the part of Escan Technologies Corp The software described in this document is subject to the license agreement that is included with E SWipe in whole or in part in print or in any other storage and retrieval System is prohibited part of this publication may be reproduced transmitted transcribed stored in a retrieval system or translated into any language in any form by any means for any purpose other the purchaser s personal use without express written permission of Escan Technologies Corp Copyright 1997 Escan Technologies Corp All rights reserved Printed in the United States of America This manual was produced using Microsoft Word for Windows January 1999 first printing May 1999 second printing TRADEMARKS Exeba and the Exeba logo are registered trademarks of Escan Technologies Corporation Microsoft and Windows are registered trademarks of Microsoft Corporation Visual Basic is registered trademark of Microsoft Corporation E swipe User s Guide 6 TABLE OF CONTENTS lt RU ree 3 Serial 22 2 2 00000000000
40. rotocol ON 00 15 02 Commands such as Set Time Set Reader Options Set Relay Options Set Speaker Options Set LEDs Options Set Barcodes Options and Set Magstripe Options allows the user to program the reader by clicking on the button next to the commands Whereas the Send Command requires the user to enter the programming command and to send it to the reader E swipe User s Guide 69 Set Serial Options Use the Set Reader Options to change the serial port settings on the reader such as the baud rate parity and data bits me lBC Reader Seral Options Also use this command to change the protocol settings on the reader To change the settings on the reader E swipe User s Guide 70 1 If the protocol is enabled enter the address of the reader in the address text box at the right of the command 2 f the comand has a selection box select the required setting from the list For example the Set Baud Rate to command has a selection box from which you can select the baud rate 3 Click on the command button at the left of the command The use of these commands should be done carefully When you change any of these settings on the reader you need to change them in the software as well Otherwise the software will not be able to communicate properly with the reader For example if you click on the button next to Set to 8 bits and no parity command you will reset the port settings on the reader To co
41. s if available E swipe Serial Number Date of Purchase Version of Windows DODODDDDALUO E swipe User s Guide 94 Where to send your registration correspondence Email Address techsupport e scan com Putting E swipe in the subject header will ensure a quick response Telephone 909 270 0043 9 00 am 4 00 PM PST Fax 909 270 0920 24 hours 7 days a week Standard Mailing Address Escan Technologies Corp 12140 Severn Way Riverside CA 92503 As an alternative to mailing your registration you may contact our WWW site In addition to online registration you will find an area to post comments or suggestions look at what is upcoming for E swipe and related software and download up to date files Our WWW site is at the following addresses http www e scan com http www exeba com E swipe User s Guide 95 Notes E swipe User s Guide 96
42. ser s Guide 55 Upload Access Control List The Access Control List allows you to upload the control list from the reader Use this command if you want to know the list of employee IDs and the schedules stored on the reader To upload the access control list follow the steps below 1 Select Upload from E swipe s main menu 2 Then select Upload Access Control List 3 The Upload File dialog window will appear If you want to save the data in a file select the folder from the Look In list and enter the name of the file in the File Name text box Then click on the Open button If you do not want to save the data click on the Cancel button of this window 4 f the protocol is enabled the Unit Address window will appear Enter the address 0 126 from which you want to upload the data Then click on the OK button If you click on the Cancel button of the Unit Address window the upload operation will be cancelled 5 Next the Cancel Send Receive window will appear The Cancel button of this window allows you to cancel the upload operation at any moment E swipe User s Guide 56 The data coming from the reader will be sent to the View window It will appear as follows me IBC Reader View Window 100278 001 100279 002 100277 000 100278 001 100279 002 END iii sss where Field Description pii employee ID Sss The schedule E swipe User s Guide 57 E swipe User s Guide 58 CHAPTER
43. sts you will be asked if you want to overwrite it 5 Click on the Open button of the Open Log File dialog window 6 The file will remain open until you close it using the Close Log File command under the Terminal Data menu or you exit E swipe E swipe User s Guide 46 E swipe starts saving the data in the log the moment you open it However any data received before the file was opened will be lost E swipe User s Guide 47 Close Log File The Close Log File command is enabled only if a log file is open As mentioned in the Open Log File topic the log file is closed automatically once the application is closed However if you want to be able to view the contents of this file while E swipe is running you need to close it To close a log file 1 Select Terminal Data 2 The select Close Log File EJ Do not close the file until all the data you want to be saved in it is received from the reader E swipe User s Guide 48 CHAPTER 7 Access Control List In order to take advantage of the access control capabilities of the SA and STA readers you need to download schedule and employee data to them Once you download these lists you may want to upload and view the data stored on the reader This chapter describes the download and upload process of the access control list ws Exeba E swipe 2 0 Gf x Setup Terminal Data Download Upload Reader Commands Help Schedules List Employees List with Check
44. te Fia noma C s Sava g amp Open os jeod only 2 Inthe File name text box type a name for the file 3 Inthe Save As Type list box select the type of the file 4 Inthe Save In list box select the path drive name and folder where you want the file to be placed The default is the application path 5 Then click on the Save button to save the file The Cancel button on this dialog box cancels the save operation E swipe User s Guide 37 To save the changes to an existing file 1 From the File menu select Save The file will automatically be saved under the path and name that appears in the title bar If you want to change the name or location of the file use the Save As command as described above E swipe User s Guide 38 Close a File E swipe cannot upload or download to and from a file if it is being used by any application including its text editor There are two ways in which an open file in the text editor can be closed 1 By opening another file or by creating a new file 2 By closing the text editor E swipe User s Guide 39 Work with Text E swipe s text editor allows you to cut copy paste and search for text All these options are located under its Edit menu But before you use any of them you need to select the text Under the Edit menu the Select All option allows you to select all the text at once E swipe User s Guide 40
45. u enter an invalid character such as typing a space instead of selecting Space from the list in the Set Prefix or Delimiter commands of the Set Barcodes Options and the Set Magstripes Options windows Invalid address Upload and download commands accept address that range between 0 and 126 The Reader Commands accept address that range from 0 to 127 This message E swipe User s Guide 89 is received when you enter invalid characters e g alphabets or address that fall off the range Files that are opened by another application or by E swipe cannot be opened with the text editor example if you opened a log file to save the data in you cannot reopen the file using the text editor Operation valid only when the port is opened If the communication port failed to open you will receive this message when you try to send or receive data to and from the reader Reader is not NO RESPONSE This message is received when the reader does not send any response back when E swipe is expecting one The reader will not send a response if the port is not opened or an invalid port number is selected the reader is not connected to the selected port gt the settings the software do not match the settings on the reader For example the protocol in the software is enabled and on the reader is disabled the address selected does not match the address on the reader
46. will appear in the Reader s response text box and they could be one of the following Response Description Reader is No response came back from the reader responding Invalid Time The date or time entered is not valid Time is Set The reader received the command and it set the time and date E swipe User s Guide 73 Set Barcodes Options All the symbologies that the reader can read can be configured using the Set Barcodes Options command To access this command select the Set Barcodes Options from the Reader Commands menu Once selected a submenu will appear from which you can select the symbology you want to configure on the reader pos Tm Comando Help 5 Sot Zona Option Se Dne 33 Con 100 Set LEDs Options annie Set Opt ons of Set Options ci date 2 05 DBewipwwnwed Por Opan Pott Sing 9006 n 61 Pratuzel ON 101628 Most of the symbologies can be programmed using the following commands gt Enable Disable the symbology gt Enable Disable the check digit gt Transmit don t transmit the check digit E swipe User s Guide 74 The figure below shows all the commands you Set the barcode length Enable Disable the direction indicator Enable Disable the extra bars Vv Vv V WV Set the bar
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