CardScribe® User Manual v2
Contents
1. COM To remove the empty rows in the data just hit the sort button Z EY Or select the Data gt Sort menu item to sort the entire spreadsheet Here is the spreadsheet after the sort button has been pushed The final step in the process is to save the new Excel spreadsheet Select the File gt Save As menu item This will launch the Save As dialog window shown on the right Enter the desired file name and type In the example shown the file type is Microsoft Excel Workbook xls and name is export xls CARDSCRIBE USER MANUAL FOR CARDTOOL READER 3 901 W JEFFERSON ST gt a w EFF ERSUN ST 5 1 W JEFFERSCAI ST Z on ww Er EASON ST 25 0 W JEFFERSON ST TOKEMYWOHA KE TOKEN OSS TOKEN ORES TOMEN WORKS TORE RS TOMENMW OAKS TOHEROA TORENWOAKS TORENMAOSKS TOREMW OAKS TOR EM VCS TORERMVAOAKS PAGE 30 OF 35 SO WW JEP PERSO SE Biri WW JEFF ER SOm ST WI iW JEFFERSON SE Bir W JEFFERSON ST gi iW JEFFERSON SI Gl WW JEFFERSON ST aol W JEFFERSON ST Sol W JEFFERS ON ST m W JEFFERSON ST SO WW JEPRER SOR S1 ROM WW JEFF ER SOs ST SO iW JEFFERSON ST OO Wy JEFFERSON ST PHOENL AZ S500 81354424 70 PHOEN AZ 5600 DESH FHOENC AZ Sm 81354474 PHOEMLE AZ El 011264434 PHOENGE 42 56001 013654474 7H PHUENL AZ GSU DEHAN PHOENE 42 56001 81664474 7 PHOENL AJ 85001 BIEMA PHOEN AZ 5600 013654474 PHOENE AZ 55001 81354474 PHOENME AZ HAO 1 6664234 M PHOENC AZ 35001 813654474 7 PHOENL AZ 0 013652. be any ASCII character in the PalmOS character set By setting and enabling these parameters and reviewing the track swipe data on the main screen it is possible to create a record that has delimiters in the appropriate locations in the card data stream To edit a delimiter character just highlight it and either graffiti in the new character or select one of the keyboard items abc or 123 in the graffiti area to launch the keyboard It is also possible to cut and paste characters into these fields using the standard Palm OS copy cut paste features If the character in question is not available on the keypad either copy it from the track data or find it in another application and again cut and paste A quick way to copy cut paste characters from any application including CardScribe is to use the short cut graffiti stroke in the graffiti area Slash character drawn from the bottom left up to the top right For hard to find characters a shareware program called Asciichart is available at http astro uchicago edu home web valdes pilot AsciiChart that provides the entire ASCII character set Original Character in Track Data Converted Memo Pad Character ee CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 17 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 CardScribe also contains the standard edit menu which is common in most Palm applications Shown below is the pull down menu The most useful feature of the edit
3. magnetic stripe Tracks Settings Main Pull Down Menu Configuration Screen Tracks Options List Shown above is the sequence of selecting the configure item on the main menu the main configuration screen and the Tracks options There are six options available in tracks representing the most common track configuration options If the application is configured to read data from a non existent track then a CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 12 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 decode error will be displayed on the screen If unsure how to set this start with track one or track two since most cards typically have one or the other Below are some common configuration options Decoding Options The decoding options while determine which decoding algorithm is used on each track The first three options are probably the most common options used on magnetic stripe cars They are ISO decodes data using 7 bits char on track 1 5 bits char on track 2 and 5 bits char on track 777 decodes data using 7 bits char on tracks 1 2 and 3 It is common at Trade Shows AAMVA decodes data according to the American Association of Motor Vehicle Administers specification with 7 bits char on track 1 5 bits char on track 2 and 7 bits char on track Decoding Options List The other options shown on the list indicate the number of bits character used on each track In the Appendix the character se
4. re SPR TN OP ORE SPE Tee 20 CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 4 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 How DOL PEREORM A SYSTEM RESET Z Lay k kis akan k bak ake kan ka k ya aaea hk we a h ke hu w n V b k ai na n V WA YAN 21 How DO I PERFORM A HARD RESET i ulan naskin eykan a nan d n bana k kah b ka n v VAN ku Wana k d b n V n a Wu b na k ben V LAA Ede AO V W k 22 HOTSYNCING THE ERROR IDS FROM MEMO PAD cccccccccececececocooooooooooooooooueuussuuusssssssssususueuasus 24 EXPORTING DATA FROM PALM DESKTOP iu s nn 0308 06030463 NAAG ECA W k w a k a Kek k dk a kl kw de ye Dw yek k d WUR ke u Ve KEWA k 25 IMPORTING MEMOPAD DATA TO MICROSOFT EXCEL lt 2 sssssssssssssssosoooeoosooooosooososesese 28 APPENDIX A 7 amp 5 BIT CHARACTER SEIL TS ss ss e eee ee eeeeeeeeeeeee eee ooo eee eee eee eee eee eee eee eee eee eee eee eee eee eee 31 FTBITCHARACTER a pe ee ne a RR r a a lll ne eee 31 5 Bir NS 17 ED S NIM MAM M MnNnNIIENEHEENEEHE EEE HEEE EE EEEEEEEEEEEEEE EEEEKE ee nn EEE E E E INIM E MMJ_I 2J 32 APPENDIX B ISO ENCODING Lii iii iil l ki dlkuk k k lek k W e duiden kan Wa b dan du AA RA WARA W Qas uw 4 uh Su a 4B R dk dik nad 33 APPENDIX C GRAFFITI TABLE sseseseseseseseeeseseeeseeseeseeseseese
5. selected As one might guess if the Launch after swipe option is selected then after each new memo is confirmed the Memo Pad application will be launched CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 14 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Launch Memo Pad Option Confirmation Screen after swipe New Memo with Track Data ready for editing The benefit of launching the Memo Pad application after each swipe is that additional information may be appended to the track data such as notes or follow up actions Notice that the date and time have been appended to the track data in the Memo Pad screen shot This feature is presently hard coded into the application but future versions may have the configuration options including disabling this function Tip Adding Notes to MemoPad Data After a card 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 to mark a card with additional notes 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 string in the 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 this manual Shown below are some screen shots showing how Mem
6. treat the record as private and the last field is the category For this example only the track data will be exported so just check the Memo items Specify only the Memo Pad field for Export erd d xl 1 Check the Memo item Cancel 2 Uncheck the Private and Category items 3 Hitthe OK button Help After this window closes the data will be i s xl exported and saved to the export file The Ei N To change the field order displayed Ku click on a field and drag it i Export complete Export complete message box should be Tip up or down the list The next step is to import the information into Excel or Access For this example Excel will be used as it is familiar to more people than Microsoft Access However the import wizards for both products are very similar so these instructions would also apply to Access CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 27 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Importing MemoPad Data to Microsoft Excel Excel and Access provide very nice data import wizards These instructions were based on Excel but should apply to ACCESS To use these wizards from the main menu of Excel select the File Open item 1 Click on the File gt Open menu l n aaay S iian item This will launch the ETEF R EWA TES TAET TIRE TIZ WENT TAN 3 Open Dialog box shown below Eman c Save s Create Adobe POF Lexpor
7. 000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000 7 SWIPING CARDS ccccccccccccccccccccccccccccccccccccccccccccccccccc0c0c0cc00ccc0c0cc00ccc0000000000000000000000000000000000000000000000000000000000000000000000000000000 8 MAINTENANCE AND GENERAL CARE ccccccccccccccccccccccccccccccccccccccccccccccccccccecesssssssesesesesesssssssuuuuusususuuusuucessssuuss 8 BATTERY CIE oea AA 9 HE Bi c bj k l li lis aa E A E VEDE E NER EEE EN NE NENE EN LES KMN ENE KENE DEDEN LEN 10 SCREEN BACK LIGHTING FE A TUR E i lt i k Aylan nekan v ya e ku el k nl kl e ke eka W ne kk GARA varena ka KK s Ke de k a er ON 10 CONFIGURATION TIP FRONT BUTTONS iscyi kyk k lii nesla nin kil ei saubre el ku E n y ka w y AN CACA wd anek keke el ANA e ke krd kb ku n k kk e 11 CARDSCRIBE APPLICATION INSTALLATION eeccccccccocooooo000000000000000000000000000000000000000000000000000000000000000 12 MAIN SCREEN DESCRIPTION uiridi anara eE aE lA K kw cudundaacudevasaceueaduaeetsdetecsdexdaceudeseacdataecaadesesensies 12 CARDSCRIBE CONFIGURATION SCREEN ecccccccccoeoooo000000000000000000000000000000000000000000000000000000000000000000000000000 12 TRACKS SETTINGS tae see cca secs peice eccentric ssc balen ecb eras Gato ede tales kann b len al yen k a y benya n y n j aw k sa daky ka k ya kena 12 DECODING OPTIONS j i 3 ya
8. 4254 7 PHOENC AZ 56001 013654474 FHUENL AZ 25001 0126544274 PHOENT AZ SSO 013654424 PHOENE AZ 55001 813544374 7 a Z S00 B13654424 i 3 13 2003 a any E Pag wa 1363 417 rana 417 E 417 FE a tea a17 O 13 aay raga ay 13 a17 raed a7 O rasa a7 0 ESIE ES Ta ETIE SE ats _bek meeceka dosl i O L 6402 xi COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Appendix A 7 amp 5 Bit Character Sets 7 Bit Character Set ANSI ISO ALPHA Data Format Alphanumeric data can also be encoded on magstripes The second ANSI ISO data format is ALPHA alphanumeric and involves a bit character set with 64 characters As before an odd parity bit is added to the required 6 data bits for each of the 64 characters ANSI ISO ALPHA Data Format Remember that b1 bit 1 is the LSB least significant bit The LSB is read FIRST Hexadecimal conversions of the Data Bits are given in parenthesis xH Data Bits Parity b1 b2 b3 b4 bb b6 b7 Character Function O 0 0 0 0 0 1 space OH Special 100000 0 1 1H 010000 0 2H 110000 1 3H 001000 0 4H 101000 1 5H Start Sentinel 011000 1 amp 6H Special 111000 0 H 000100 0 8H 100100 1 QH 010100 1 AH 110100 O BH 001100 1 CH 1 0 1 1 0 0 0 DH 011100 0 EH 111100 1 FH 000010 0 O 10H Data numeric 100010 1 1 11H O10010 1 2 12H 110010 O 3 13
9. CardScribe User Manual for use with CardTool Card Reader WWW TOKENWORKS COM 3 13 2003 Limited Warranty TokenWorks Inc hereinafter TokenWorks warrants this TokenWorks product IN ITS ENTIRETY to be in good working order for a period of 90 days from the date of purchase from TokenWorks 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 or non TokenWorks modification of the product Limited Warranty service may be obtained by sending the product during the warranty period to TokenWorks Before sending material please obtain an RMA number by requesting one from TokenWorks To obtain additional return and contact information visit www tokenworks com If this product is delivered by mail you agree to insure the product or assume the risk of loss or damage in transit to prepay shipping charges to the warranty service location and to use the original shipping container or equivalent ALL EXPRESS AND IMPLIED WARRANTIES FOR THIS PRODUCT INCLUDING THE WARRANTIES OF ME
10. 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 CardTool Removal To remove the CardTool either 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 Pull the friction and make it harder to remove When the CardTool is removed Grah Here from the Handspring Visor applications that were automatically installed when the CardTool was inserted are automatically uninstall from the Visor application menu Grab Here Note If the Visor is turned off removal of the CardTool or any other module turns the Visor on CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 7 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Swiping Cards 1 With the Cardscribe application running on the screen of the H
11. DSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 24 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Shown above is the Main screen of the Palm Desktop with the Memo Pad active On the left the first of 5 records is highlighted and on the right contents of the first record are displayed Notice the Category is set to CardVisor which selects only those memos records from the MemoPad application Also note that if there are multiple Visors being used on the same PC there will be multiple Hotsync names available in the top right corner of the screen Exporting Data from Palm Desktop The Palm Desktop application allows all or selected Memos to be exported in several common formats including comma delimited tab delimited format and text This document will use text since Cardscribe puts field delimiters in the data character which the import wizard of Excel and Access can recognize To start the process first select the memos which are to be exported It is possible to export all or just a subset of the memos to be exported by highlighting the desired memos Then from the main File menu select the Export option H lt i Palm Desktop File Edit View Tools HotSync Help Send Open Archive E a Save All Ctrl 5 gt N sor Sort By Order on H Import Export A WORKS 01 W JEFFERSON ST PHOENIZ A VORKS 901 W JEFFERSON ST PHOENIZ AZ CUP _ NWORKS 901 w JEFFERSON ST PHOENI
12. H 001010 1 4 14H 101010 0 5 15H 0 1 1 0 1 0 0 6 16H 111010 1 7 17H 000110 1 8 18H 100110 0 9 19H 0 1 0 1 40 0 LAH Special 110110 1 1BH 001110 0 lt 1CH 101110 1 1DH O11110 1 gt 1EH CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 31 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 1FH End Sentinel 20H Special O H O H O H O H O H O O O N gt L Data alpha O O O O O O O O O O O O O O O O O AR O O O O O O gt O O gt O O O O i RR O O O O RR R O O O O R RR O O O O O O O O O O O RR RR RR O O O O O O O OR RU RS RR RR RR R O O O O O O O O O O O O O O O PRERRPRPRRPPRPRPRBRBBRBRRBRBRBRBBBRBP RR BR RR PROORROROORORROROORROORORR 110111 0 3BH Special 001111 1 GDH Special 101111 0 GEH Special 011111 O 3FH Field Separator 111111 1 _ 40H Special 64 Character 7 bit Set 43 Alphanumeric Data Characters 3 Framing Field Characters 18 Control Special Characters 5 Bit Character Set ANSI ISO BCD Data Format Remember that b1 bit 1 is the LSB least significant bit The LSB is read FIRST Hexadecimal conversions of the Data Bits are given in parenthesis xH Data Bits Parity b1 b2 b3 b4 b5 Character Function 0000 1 O OH Data 1000 0 1 1H O0 1 0 0 0 2 2H 1100 1 3 3H 00100 4 4H CARDSCR
13. IBE USER MANUAL FOR CARDTOOL READER PAGE 32 OF 35 3 13 2003 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 1010 1 5 5H 0 1 1 0 1 6 6H 1 1 1 0 0 7 7H 0001 0 8 8H 1001 1 9 OH O 101 1 AH Control 11010 BH Start Sentinel 0011 1 lt CH Control 10110 DH Field Separator 01110 gt EH Control 11111 FH End Sentinel 16 Character 5 bit Set 10 Numeric Data Characters 3 Framing Field Characters 3 Control Characters Appendix B ISO Encoding Track Name RECORDING DENSITY CHARACTER INFORMATION CONTENT bits per inch CONFIGURATION including control characters including parity bit 0 110 Track 1 IATA 210BPI 7 BITS PER CHARACTER 79 APHANUMERIC CHARACTERS 0 110 Track 2 ABA 75BPI 5 BITS PER CHARACTER 40 NUMERIC CHARACTERS 0 110 Track 3 Thrift 210BPI 5 BITS PER CHARACTER 107NUMERIC CHARACTERS CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 33 OF 35 COPYRIGHT 2003 TOKENWORKS INC 3 13 2003 Appendix C Graffiti Table CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 34 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Appendix D Customer Feedback Use this form to describe any problems you may be having with the Cardscribe software or any suggested product improvements you may have Your input is valued and necessary for us to continue provided up to date age verification and data collecting functions When new versions of Cardscr
14. RCHANTABILITY AND FITNESS FOR PARTICULAR PURPOSE ARE LIMITED IN DURATION TO A PERIOD OF 90 DAYS FROM THE DATE OF PURCHASE AND NO WARRANTIES WHETHER EXPRESS OR IMPLIED WILL APPLY AFTER THIS PERIOD EXCEPT AS PROVIDED IN THE PRECEDING SENTENCE EACH PURCHASER UNDERSTANDS THAT THE TOKENWORKS PRODUCT IS OFFERED AS IS IF THIS PRODUCT IS NOT IN GOOD WORKING ORDER AS WARRANTED ABOVE YOUR SOLE REMEDY SHALL BE REPAIR OR REPLACEMENT AS PROVIDED ABOVE IN NO EVENT WILL TOKENWORKS BE LIABLE 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 EVEN IF TOKENWORKS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR FOR ANY CLAIM BY ANY OTHER PARTY THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS AND YOU MAY ALSO HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 2 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Printed in the United States of America 3511 Silverside Rd Suite 105 Wilmington DE 19810 www TokenWorks com support tokenworks com Copyright 2002 amp 2003 TokenWorks Inc 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 CardScribe
15. Z MORKS 901 W JEFFERSON ST PHOENIZ Ad BOB TOKENWORKS 901 W JEFFERSON ST PHOENIZ A GEORGE TOKENWORKS7901 W JEFFERSON ST PHOENI HELEN TOKENWORKS 901 W JEFFERSON ST PHOENIZ EVA TOKENWORKS 901 W JEFFERSON ST PHOENIZ A ALICE TOKENWORKS 901 W JEFFERSON ST PHDENIZ CHARLES TOKENWORKS 901 W JEFFERSON ST PHOE JEFF TOKENWORKS 901 W JEFFERSON ST PHOENIZ A TONY TOKENWORKS 901 W JEFFERSON ST PHOENIZ A MAGRUDER TOKENWORKS S01 W JEFFERSON ST PHO Palm Desktop gt File gt Export CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 25 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 This will launch the Export As window that determines the file name format and storage location Export As Window 2 x Export S stu c E3 LlTadbe_reader 4 s Jib drive_fitness_test C serial_debugge Z lib serial_debugger ClDie5 5update C sme firmware Z E Cl sme firmware morpheus _software CJtasmi LJ dell _s i satt A CJtasmi J PalmDebugger temp efax 3 J PalmDebugger J terp proexy_win2k_upgrade_wiz termg_dell_ati_n i C proxy _winzk_upgrade wiz Jtemp_dell_ati_n C Jrocio_ecdupdate J windowes_playes E C roxio _ecdupdabe CJwindores_playet v Duran zolocted records ange ll i i 2 2 Export to File Window showing MemoPad T Export to File Window using Text txt as the file Comma Separated Format and selected Records Export type and currently selected Recor
16. a power down reset Power down resets are not required for Visor Pro a soft reset performs the same function For a Visor Prism you can leave the power drain completely to have the same effect or you may wish to contact Handspring product support Additional questions and answers available on the web in the CardScribe section of the TokenWorks web site Visit http www tokenworks com _private discussions default asp and visit the CardScribe forum where you can post questions and review posts from other users CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 23 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 HotSyncing the Error IDs from Memo Pad F a The Palm Desk Top Application ships with the Handspring Visor on the Green CD contains software that synchronizes PC applications and the Handspring Visor It is called the Hotsync Manager and if properly installed the blue and red icon shown above should appear in the task bar in the bottom right corner of your screen If not please make sure the Palm Desk Top application is properly installed For the latest version visit the Palm web site for a free copy at http www palm com support downloads win_desktop html For information and questions on installing the software on the Green Handspring CD visit the Handspring web site support section at http support handspring com esupport start hsWelcome jsp and click on new users start here It is also advisabl
17. also optional Note Substitute CardScribe for CardVisor in above image To Do List Once complete hit the newly reconfigured button s and CardScribe will be up and running whether the Handspring Visor is powered on or off CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 11 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 CardScribe Application Installation After plugging in the CardTool CardScribe automatically installs and welcome screen appears Click the OK button to launch the main screen of CardScribe is shown below Main Screen of CardScribe Demo Main Screen Description The main screen is where the magnetic card data is displayed after each swipe In addition to displaying the data on the screen the application saves the last ten swipes in a 10 record database The two arrow buttons on the bottom of the screen provide database navigation The clear button simply clears the screen and the settings button displays the current configuration of the magnetic head decoder When first installed the settings will default to reading track one only using the ISO decoding algorithm CardScribe Configuration Screen Via the configuration item in the main pull down menu the user may configure how the CardTool decodes the data on the magnetic stripe and stores the resulting information The top two options on the configuration screen determine how the CardTool reads and decodes the information on the
18. and CardTool are registered trademarks of TokenWorks Inc Visor and Handspring are trademarks of Handspring Inc Document Information EVOLUTION OF THE DOCUMENT UM 031202 CC RO_ 3 12 2002 First draft UM 031202 CC R1 3 13 2002 Updated Hotsync section for Palm Desktop 4 0 added Button Remapping tip and appending notes to MemoPad Note Visit the TokenWorks web site to obtain the latest version of this document CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 3 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Table of Contents LIMITED WARRANTY ccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccccscscscccssssssssssssssssssssssssssssssssssscesssssesssssssssssesesesuuuss 2 COPERTE li REN A E 00 E M E A EA EE 0 E 00 179 10 201 a 3 DOCUMENT INFORMATION cccccccccccccccccccccccccccccccccccccccccccccccccccccscescscssccsssssssesesssesssssesssssssssssesssescsssssssssesesesuuuus 3 TABLE OFCONTENTS ssa ita cs anes cea es scc saree cca ececccica ce sce a a 4 ABOUT THIS DOCUMEN isal 4444sk444 4y k k l k rr rrr vr U Ka W kU H kO K k ev WU k W a UR U k 6 IMPORTANT FEATURES OF CARDSCRIBE eeceeecocoooooo00000000000000000000000000000000000000000000000000000000000000000000000000 6 INSERTING THE CARDTOOL cccccececececcooo0000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000000 7 CARDTOOL REMOVAL eccccccccccccccccccco000000
19. andspring Visor hold the unit in either the left or right hand If the Cardscribe is not active select the Cardscribe application icon from the desktop or home screen that shows all the application icons 2 Using your other hand position a magnetic card with the magnetic stripe black stripe on back of card facing the Handspring Visor at either end of the CardTool s card slot 3 While ensuring that the magnetic card s edge remains in contact and parallel to 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 not be skewed during the swipe Skewing occurs if the card is tilted or rotated as it is swiped through the slot Tip hold the magnetic card in the center and maintain pressure on the edge as it travels through the slot Experiment with the orientation of the Handspring Visor Some find it easier to hold the Handspring Visor with the screen facing left or right and swiping the card vertically through the card slot 5 The Cardscribe application will update its display after a successful swipe and store relevant information in its database Maintenance and General Care gt The CardTool is not waterproof Do not expose to rain or moisture gt Do not drop the CardTool or subject it to strong impact gt Protect it from temperature extremes Do not leave on the dashboard of a car on a hot day and keep
20. b ani yak bi enaaky aek kar b eyan keke Vaya kdirasa by kak O b na kelk kak k kan kira saleka l yh k b n aw y b W kaya k ewan w ne L k b lay 13 Li DAY 2 3 22020 0000722005200221 2172 72222 2002020247221520 22162117 E 0200152 20080 E 2902020128 222905 290000001 14 MT 8 i u 6 AAA V AEA 207 0900 1227722 A0 0002222020729015 ate ace ci OAE oie 20090 OEA 1200 EER 100104 14 CONFIRM NEW MEMO PAD ENTRY OPTION sssssececccccccccccccccsssseseccecccccccccecacasssessescececcececccccaasauaaacsceseseceseeeeeeeas 14 LAUNCH MEMO PAD AFTER SWIPE cccccccccceceeecccccccccccccececessccccccccccesesssssssooocececesssssssssssssosooececeseasssssssoseneaeeenesns 14 TIP ADDING NOTES TO MEMOPAD DATA s ssssssceccccccccccccccccsssessecececcccccccccacacsssesseeeeeccccececceauacaauaaseseseseceeeeeceeecs 15 DELIMITERS SET UP ccccccccccccccccccccccccccccccccccccccccccccccccceeeoeooooesosososscscsccssssssssssssssessssssssssssssssssssssesesesesesesesssesssesesuss 17 EDIFA DL 0 PORE 26 24 20 NC 202 VEC 2 NGA A ANCA A0 C19 272 0007020 12122 012007222 02215 72 910001020 1 21212222 002902222 A0EE15 gv 18 FREQUENTLY ASKED QUESTIONS seessoesoessoessoessoessoessoessoessoessoessoessoessoecsoecsoessooceoessoocsoocsooesooecoesooecsoessoesose 19 WHAT IS THE RESET TOOL IN MY STYLUS 2 c a c nay n EAE EAA ENAKAN AETA W ya kekan al 19 HOW D LPERFORM A SOFT RESET Z asea aa E a E S a ai 20 WHERES THE RESET HOUE enee E E J OE
21. blunt tipped object gently press the reset hole on the back See Where s the reset hole When the device s screen displays the Palm Computing Platform logo release the power button A message 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 Your device will then take you through a series of screens to calibrate the digitizer and verify the time and date CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 22 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Note A hard reset does not delete the current date and time It does restore other settings to the factory default Important Recovering after a hard reset If you backed up your data by synchronizing it to your desktop computer you can restore it now by performing a HotSync operation See What should do after a hard reset Never perform a hard reset unless neither a soft reset nor a system reset solves the problem Unsuccessful If a hard reset does not resolve your problem and your handheld uses removable alkaline batteries you may benefit from a power down reset which works with handhelds that use replaceable batteries If your Visor handheld is rechargeable you can t do
22. do I perform a soft reset Keeping your data safe during a Soft Reset Soft Resets do not affect your personal data on the handheld The Soft Reset restarts your handheld just like a desktop computer reboot Soft Resets are safe to perform as long as your batteries are not so low that you are receiving warnings Change the batteries even if there is an error message showing and then perform the reset if you have been seeing battery warnings It is always a good practice to perform a HotSync operation before any reset assuming that synchronization is not the problem you are trying to fix or to use a Backup module to store all your data The Soft Reset Your handheld can be on or off when resetting it makes no difference To perform a soft reset use the tip of an unfolded 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 For a picture of the reset hole for each of our handhelds see Where s the reset hole A soft reset tells your 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 After a soft reset the Welcome screen appears followed shortly by the General Preferences screen to set time and date If a soft reset does not resolve your problem you may need to perform a system reset a hard reset or a power down reset Where s the reset hole A reset whether it s the soft
23. ds 1 Select the directory to store the data in the top pull down menu box 2 Change the Export file type from Memopad Archive mpa to Text txt 3 Type the file name e g export txt or data txt in the File name box 4 Click on the Export button 3 Important Make sure the file extension l E is txt and not csv since files with Export Sy sut xl e cr E3 the csv file extension will not cause serial _debugga the Excel import wizard to launch If J sme firmware accidentally used the csv file extension L F Tim drive _ fitness _test J burniham ies Supdate _ deil_ciagnostics J morpheus_software tasmi can be rename to txt by the file efax 3 02 _JPalmDetugger teme manager and no harm will be done J Flasore proxy _win2k_upgrade_wiz temp_dell_ati_n J roxio_ecdupdate windows plavei Note To export all the information click on the All radio button instead of the Currently selected records radio button File nam D in the Range field CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 26 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 After hitting the Export button the program will ask which field of the Memo Pad should be exported There are three fields in the Memo Pad application Memo Private and Category The Memo field contains the track data the private field indicates whether the Palm OS should
24. e the application buttons on the Visor to turn P icon VEISOP organizers on and launch the CardScribe Application Ensure Find icon Calculator icon Cardscribe is never more than a button click away The four round silver buttons shown above Date Book Address Book To Do List and Memo Pad are normally associated with their respective built in Palm ie Contrast application The Buttons Preferences screen enables contro you to change the association of the buttons to the Cardscribe Verification application Date Book a Insert the CardTool reader into the Visor and follow the j A steps shown below Address Book Memo Pad Up amp Down To Do List Note The graphics show CardVisor as the scroll buttons application just substitute CardScribe for CardVisor 10 34 pm All FR G2 EWZWI AH HH Km i Select an application A Biaid kl customize each button Card Visor Set Date 12 17 02 w Date Book 1 Click Prefs ok Date Book Gr Auto off after w 2 minute 7 System Sound w High Alarm Sound w High Game Sound w High Beam Receive w On 2 Select Buttons 3 Select Down Arrow Preferences Preferences w Buttons Select an application to customize each button lt gt r A w Menno Pad Preferences Select an applica customize each t When complete each button is associated with Card Visor To view swipe data leave gt v Cak MemoPad button as is Calculator is
25. e to read the Advanced HotSync Operations chapter in the Handspring User Guide that is also on the Handspring CD BEFORE HOTSYNC ANY DATA MAKE SURE THE HOTSYNC PROGRAM IS PROPERLY CONFIGURED AND ALL IMPORTANT DATA IS BACKED UP Also included on the Green Handspring CD is a program called Pocket Mirror that which will optionally install when installing the Palm Desk Top It causes HotSync to use Microsoft Outlook INSTEAD of the Palm Desk Top application These instructions require that Pocket Mirror IS NOT been installed If it has it is possible to remove the application by going to the control panel selecting add remove programs and removing it It can be installed again from the CD if needed H Palm Desktop l5j x File Edit View Tools HotSync Help Send E amp Ba lt h a User cardvisor Category Sort By Order on Handheld Hide Details scriptio Catego Card Passed Back 01 04 12 52 6360100321683 Error IDs Card Passed Back 01 04 12 52 0123456780123 Error IDs Card Not Found 01 04 12 52 183225005 Error IDs Card Not Found 01 04 12 51 75 5 22222222222222222222222222222222 Error IDs Card Not Found 01 0471 2 51 636003632092261 320 04041 963042602 Error IDs Sie ee y j p gt AF i vemo OTS Card Passed Back 01 04 12 52 6360100321683 Expense uE Install 4 Small Icons Jandsp g Ready j of 5 Main Screen of the Palm Desk Top showing the Memo Pad CAR
26. em software be sure to perform a soft reset to restore these functions What if a System Reset doesn t solve the problem If all else fails perform a hard reset If you own an Alkaline powered Visor handhelds you can also try a power down reset as a last resort Be sure that your data is backed up because both the hard reset and the power down reset will erase all records and entries on your handheld CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 21 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 How do I perform a hard reset Warning A hard reset will erase everything on your device REPEAT WARNING A HARD RESET WILL ERASE ALL TRANSACTION DATE All your personal data and third party applications will be removed The Cardscribe application resides in the flash memory of the CardTool reader and therefore is unaffected by a hard reset However don t perform a hard reset unless you ve backed up your data or you re willing to lose everything 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 The power button on Treo devices is on the top of the unit next to the antenna We recommend that you close the flip lid on a Treo to make the power button easier to press and hold While holding down the power button turn over your device so that you can see the back of it Using the reset tool an unfolded paper clip or a similar small
27. ibe are developed we will notify you via our web site and newsletters that a updated version of the program is available The program can be E mailed and will automatically re flash the CardTool memory with the latest revision Name Phone Company Address Email City State Zip Describe suggestion or problem below CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 35 OF 35 COPYRIGHT 2003 TOKENWORKS INC
28. ife is shortened to approximately 3 weeks if this suggestion is not applied gt For Handspring Visors with built in rechargeable Lithium lon batteries Prism Edge Pro return the unit to the charging base whenever not in use Note This is the normal operating procedure suggested by Handspring to ensure these models get their batteries constantly topped off gt For Handspring Visors using alkaline batteries consider purchasing rechargeable NiMH AAA batteries A list of batteries chargers is provided on the TokenWorks web site in the support section CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 9 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Tapping the contrast icon with the stylus controls the contrast of the LCD display The contrast icon is the small black and white circle in the lower left corner of the pull down menu square tap it and a sliding bar will pop up to allow you to adjust the contrast The contrast icon is here Adjust the contrast by using the stylus to grab the slider bar on the contrast pop up Screen Backlighting Feature There is a backlighting feature on the Visor press and hold the power button down after you turn the unit on The backlighting is helpful in low light conditions CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 10 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Configuration Tip Front Buttons s Applications Configur
29. it away from heaters and other heat sources Do not use when temperature are below freezing gt Do not store or use your CardTool in any location that is extremely dusty damp or wet gt Ensure the magnetic heads are occasionally cleaned with commercially available magnetic cleaning cards gt Clean exterior of case with dry lint free cloth and do not use abrasive cleaning products CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 8 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Battery Life The CardTool does not have its own battery but instead uses the main batteries of the Handspring Visor When the CardTool is installed in the Handspring Visor it will draw current from the main batteries and thus reduce the life of these batteries Every effort has been made to reduce the power consumption of the CardTool and this section should help users understand how the CardTool will change the normal life expectancy of the Handspring Visor s main batteries To conserve batteries it is suggested that gt When not planning to read a card either power off the Handspring Visor or select another application such as the address book memo pad etc This will put the CardTool into its sleep mode gt If not planning to use the Handspring Visor for an extended period of time remove the CardTool and or the Handspring s main batteries if applicable Informal testing has shown that the normal 8 week alkaline battery l
30. menu is the ability to use the shortcut graffiti stroke and launch the keypad Edit Menu on Main Screen CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 18 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Frequently Asked Questions What is the reset tool in my stylus Most styli have a little secret If you unscrew the tip the end you write with you ll notice a blunt plastic pin which happens to fit exactly into your handheld s reset hole We designed it that way So now if you need to perform a reset on the fly you don t have to search for a paper clip to unbend Unscrew the tip lof the stylus to access the reset tool Visor Edge stylus In order to conform to the thin form factor with the sleek metal stylus clipped to the right edge the Visor Edge doesn t have a reset tool We recommend you employ the tried and true unbent paper clip method for pushing the reset button on your handheld Extra credit This one s for Visor Visor Deluxe Visor Platinum Visor Neo and Visor Pro Try unscrewing the other end of your stylus the one you don t write with You ll notice an additional surprise Please remember that unscrewing the back of your handheld voids the warranty Unscrewing the tip of the stylus to access the reset tool or other tool however will not void the warranty CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 19 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 How
31. n and comma options Type the carat character into the Other delimiter text box 4 Hit the next button Note Once you enter the carat character into the text box the Wizard will put vertical lines in the Data preview window Make sure the lines are shown in the appropriate locations before proceeding fest Import Wizard Step J af BZ i x The final step in the process is to The screen late you select each cokan and sot kan dak Ena indicate the format of the data in each tha Daka Ferat General column General converts numeric values to numbers data Text vales to dates and all remaining values ba bast i aba ov 1 Hit the Finish Button _ C Do net import column skip Note For mailing labels General is fine on all columns If certain information should be treated differently this screen allows it to be formatted appropriately That is basically it After hitting the finish button the data now has been imported into Excel Shown here is what the imported data ERD erst i will look like in Excel Ils SRS beat ena bam G ana cere reer E Loh Note that the first name is in column A the last name in column B address in column C Also note each entry is in its own row and that in this example there are blank rows between each row of license data CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 29 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS
32. os created by the CardVisor ID Scanner application can have comments appended to them The same holds true for Cardscribe data MemoPad with cursor after last Memo data entry using Memo after adding VIP carat character KeyPad designation CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 15 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Additional columns will 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 Card ID with two notes VIP status amp email address after data time information CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 16 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Delimiters Set Up The delimiters set up screen allows up to five characters to be replaced in the track data stream By using a consistent set of delimiters subsequent import into programs such as Excel are facilitated Shown below is the default delimiters screen Each scan for replace with pair can be enabled as needed but checking the enable check box Delimiters Screen Delimiter Highlighted amp showing Delimiter highlighted and being short cut paste copy cut option edited with keyboard feature Each delimiter field is only one character and can
33. seseseseeeeeeeeeeeeeeeeeee oe eee eee eee 34 CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 5 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 About This Document The document is a user manual for the CardScribe application that works in conjunction with the CardTool 3 Track Magnetic Card Springboard Module from TokenWorks Inc This application is intended to be the new demonstration application for the CardTool reader and contains many improvements over the original CardDemo application that ships with the CardTool reader Important Features of CardScribe There are several improvements to the previous demonstration application for the CardTool reader The major improvements are Store the magnetic track data in the built in Palm OS Memo Pad application Change magnetic track data delimiters by setting up to five pairs of search replace characters Using the Hotsync feature of the Palm Desktop application export import track data to MSFT Excel Access Time stamp the track data by appending data time information With the above functionality the CardTool reader can be used in a number of applications without developing custom software The balance of this document describes how to set up and operate the CardTool reader with the CardScribe application CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 6 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Inserting the CardTool To insert the
34. system or hard variety can resolve many different problems with your handheld device Before you can perform a reset however you need to find the reset hole Visor Visor Solo Visor Deluxe Visor Prism and Visor Pro Visor Edge Visor Platinum and Visor Neo CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 20 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 How do I perform a system reset A system reset tells your handheld to stop what it s doing and start over again bypassing any system extensions No records or entries stored in your handheld are deleted when you properly perform a system reset To perform a system reset 1 Press the up scroll button on the front panel of the device 2 While pressing the up scroll button use an unfolded paper clip or similar object without a sharp tip to gently press the reset button For help finding the reset hole see Where s the reset hole 3 The Palm Computing Platform screen will appear Release the up scroll button when you see it 4 See if you can turn on Beam Receive in the General Preferences dialog If you cannot your handheld was system reset correctly 5 Perform a soft reset to restore beam receive What does a System Reset do In addition to bypassing third party extensions that may be causing problems a system reset will bypass the Palm OS system extensions that enable your handheld to beam and perform other functions Once you have removed the probl
35. t txt 2 ily Documentstacmet cardDB bxt csy 3 My Documents acmebro cardDB bxt 4 My Documentslacme bro cardDB xls i EE 4x CJtemp_dell_ati_mob_drvs 2 Select the directory which an ala contains the exported r Daman memoPad data ibm_drive_ftness_test E test1 txt Change the file type to Text iin oilers l rera be Files prn txt CSV Select the correct file e g export txt or type the correct file name into the file name text box son r 5 Hitthe open button Places _ pen txt cw Test Import Wizard Step 1 of 3 After pushing the Open button the Excel Tha Texe werd Few dened thes our dite k ire import wizard will launch This Wizard IF this ls correct choose Next or choose the data type that best describes your data determines how the data in the file will tina be interpreted when imported in the Excel spreadsheet 1 Select the Delimited radio button 2 Start import at row 1 3 File Origin Windows ANSI CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 28 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 Text Import Wizard Step 2 al Ji T xj In the second step the Wizard asks THEE 54085 bez Vou cot Ue dekar vous dats Renta how the fields are to be delimited how your text is affected in the preview below 1 Check the Other delimiter T Trea consecutive deliriters as one option Uncheck the tab space semicolo
36. ts for both 5 and 7 bits characters is provided CARDSCRIBE USER MANUAL FOR CARDTOOL READER PAGE 13 OF 35 COPYRIGHT 2003 TOKENWORKS INC WWW TOKENWORKS COM 3 13 2003 CardScribe can save the track data to built in Palm OS Memo Pad By storing track data in this way it may be easily copied to a PC and subsequently imported into PC desktop applications This section explains the various options available when using the Memo Pad Data Option The Data Option determines if the track data will be stored only in the 10 record internal database or if it will also be stored in the Memo Pad application Track Data is always saved to the 10 record internal database Data Option Screen Confirm New Memo Pad Entry Option If the Save to Memo Pad Option is selected then each new entry or memo can be confirmed prior to its addition to the Memo Pad Conversely if the Save to Internal DB is selected the confirm option will disappear Confirm New Memo Pad Entry Confirmation Screen after each Categorize New Memo Pad Entry swipe if Confirm New Memo if Confirm New Memo An important feature of the confirmation screen is the ability to categorize each new Memo For example one card swipe may represent a prospect for one product while a second may represent a different product Launch Memo Pad after Swipe If the Confirm New Memo Option is selected then the Launch Memo Pad option will appear Conversely it will disappear if Hide Confirmation is
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