User Manual - Card Scanning Solutions
Contents
1. IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Main Screen 17 Menu description Menu Sub menu Action Description NEW DATABASE Create a new database Print Print Print records from the database from the database Log EEE Log imineo ME the current user enabling registration as a new user Exit the program New record Create a new record Record Edit selected record Delete record Delete selected record s Show messages This option is checked as a default when it is unchecked no dialog messages will appear View Always on top Marking this option sets IdScanPro always on top as details This option is checked by default if unchecked the Sew cesT Recon Details section is hidden Scanner Scanner configuration Open scanner configuration window anm ll scan source Select the scan source to use scanner file or magnetic stripe Scanner calibration calibration Calibrate scanner scanner hamn A ID copy to sample kon a only an image of a card for samples Options folder Users List Open Users List window to edit users and permissions Create log file Checking this option generates a log file this log file will help our support team to understand problems that you might have View Viewhelp Open the User Guide the User Guide Hel a on the web bind e mail to the support team for additional help P information and feedback amp live update Open IdScanPro About s2. cccscecoscscscecescscscsceccscscecscsescscecasescscecesscscscscesescscecasesescececess 7 3 STARTING THE PROGRAM resrernevnonernernennenernennennrnernennenernennennrnennennenennennenennene 8 eae ee eee en ee See REN eee eee RER 8 First time Use cccvcvecscidcccedidacasacnesseawscoaxcadsnud cenapadasaebideaccazseeanansdaedsacviedesedvieesceeieasiaa 8 ADMINISTRATOR LOGIN erernevevnevevnenevnenennenennenennrnennrnenennenennenennnnennnnensnnenennenennenennnneneen 8 OPENING A DATABASE ERR 9 4 MAIN GREEN ene eee ee eT eee PO eee 10 MENU DESCRIPTION cescececcececcececcececcscecscsceccececeececescecscsceseececescscscscesescesescecesees 11 TOOLBAR DESCRIPTION cccscoccecescececcececcecececcscescececescecescecescececeecscescecesescesescecesees I2 MN 13 ACTIVE RECORD DETAILS ccceccccscecceccecescesceceecusceceecscectecescectscescessecescescesescuscesees 13 THE STATUS NN 14 5 DATABASE MANAGEMENT 0 cccescecceccccecceccccesceccscesceccscescesescecceseecs 15 EJ EE EEE EE 15 GEER GE EEE EE 15 OPEN AN EXISTING DATABASE ccccceccsceccececcccecescecescscusescecescecescscesescucescecescecesescuses i FT NNN 17 6 USER MANAGEMENT h reevenernevnenernernennrnennennrnennennenernennenennennennnnennennenennennenennen 19 NNN 19 EDIT USER RENEE PEKERE NENNE Pee ER ETL TERRE Ee TERETE RENEE PREKE ARE 20 NTT 20 7 APPLICATION CONFIGURATION s esrernernenernevnennrnernennenernennennrnennennenennennenennen 21 TT N
3. Powered by ScanShell P R O F E IO N User Manual Version 8 14 0 This publication contains proprietary information of the Card Scanning Solution Company provided for customer use only No other uses are authorized without the express written permission of Card Scanning Solution Disclaimer 2 Disclaimer Warranty Card Scanning Solutions provides this publication as is without warranty of any kind either express or implied including but not limited to the implied warranties of merchantability or suitability for any particular purpose Card Scanning Solutions reserves the right to revise this publication and to make changes in the content hereof from time to time without notification Some countries or states in the USA do not allow a disclaimer of express or implied warranties in certain transactions if you are a resident of such country or state this statement may not apply to you This publication may include technical inaccuracies or typographical errors Changes are made periodically to the information herein these changes will be incorporated in new editions of the publication Card Scanning Solutions may make improvements and or changes in the products and or the software described in this publication at any time Notice to User This manual should not be construed as a representation or warranty with respect to the software named herein Occasionally changes or variations exist in the software
4. legislation To comply with this issue the application enables the user to restrict the field types that will be saved to the database The default allows all fields to be stored and browsed from the database e To save fields without showing them in the New Record Screen transfer the appropriate fields from the left list to the upper right list e To remove fields not to save them to the database at all transfer the appropriate fields from the left list to the lower right list IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Web Tab 28 Web tab The web export function is designed to export the last scanned record to a predefined web page on the organization Intranet Internet server where it can be accessed by other users If enabled the data of the last card you scan will be automatically exported to the URL Web address you specify as soon as you press OK Scanner configuration Export iw Export data to web upon scan Dealer ID Ok Cancel Setup e Check the web export box e Fill in the web address URL to which the data will be exported consult your system administrator IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Live Update Tab 29 Live Update tab Live Update allows you to keep your software updated by automatically checking for updates using yo
5. CENSE Editing the active record details To edit these details double click on the active record line and open the record in Edit mode In Edit mode you can change record values as well as adding notes The field named Field under the Scan time field 1s a field that can be renamed to any name you choose by right clicking on it and choosing Rename You can give it a name of 1 8 characters The change will only affect the currently open database Some fields in the record may be empty in some states IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Main Screen 14 The status bar Total records 2 Database name TrayoutBase isc Scan source Scanner The status bar at the bottom of the screen displays the number of records in the database the database name and scan source currently selected IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Database Management 15 5 Database Management Overview The database consists of a single main DB file and a related sub directory with the same name as the DB file The DB file may be located on the local machine or on a remote server as long as the user has read and write access permissions to the file location The database may store up to 20 million records this approximation assumes an average of 100 characters per record The database images are stored externally to the main database f
6. card is corrupted To verify a card do the following 1 Select Record gt New Record from the menu bar or click on the New Record button from tool bar 2 The New Record Screen will appear Select a state from the State dropdown list or use the State Detect option for OCR You are advised to select the state manually because if the state is not recognized for some reason you ll have to repeat the process You can also select a state from the quick state selection buttons if you have predefined them To set a button for the desired state right click on the button Select the desired state from the list After you release the mouse button you ll notice that the button name has been changed to the state you selected 4 Use the popup menu of the card authentication button to select a second card data source barcode or magnetic strip which will be used for comparison with the OCR results 5 Click on the Card Authentication button to start the verification When the verification process is active the icon on the button will flash if it s not active it will be black 6 Place the ID card in scanner a If you are not using the Auto detect card insertion option Click on the Scan button to scan the data source This scan will be saved to the database if you will save the record b If you are using the AutoDetect card insertion mode just insert the card into the scanner 7 IdScanPro will scan the card and than p
7. that are not reflected in the manual Generally if such changes or variations are known to exist and to affect the product significantly a release note or read me file accompanies the manual and or the distributed software In that event be sure to read the release note or read me file before using the product Publication The descriptions specifications design and procedures contained in this manual were effective at the time of publication of this manual Card Scanning Solutions reserves the right to modify any of the above at any time without notice and without incurring obligations Trademarks All trademarks are the property of their respective holders and are hereby acknowledged IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Table of Content Table of Contents EE RENEE 2 LER EE NE EN ET 2 NNN 2 Pl ON 2 EET RE REKER SEERE RENERE RER ERR PTE ANE ER EE Z TABLE OF EEE EN EE 3 TETTE TT ee ener at IO ene nee eee 5 BEFORE USING THE SCANNER csceccscescecceceececceceecscecescestecescescesescescesescescessscescsesces 5 MINIMUM SYSTEM REQUIREMENTS sinncitisteiasciarwsticdcvavaniccddnsstesandavedentesbeseeatanidenlureeeinns 5 CONNECTING THE SCANNER ccceccsceccsceccscecscsceccscecescecescscectscecescecescecesescesescecesceceses 5 EE RENEE NNN 6 UN NN 6 2 INTRODUCTION ne hee ae ee kir ener ee 7 NNN cce va vaca usin canna bts van adc cata EEA 7 IDSCANPRO FEATURES
8. who are authorized to use the application These users can have different levels of access privileges as follows Write only Allows the user to scan ID cards into the database without the ability to browse existing records Read only Allows the user to read customer information from the database without the ability to add edit or delete records Read write access Allows the user full access to the database Notice that only users that are permitted to read the database have the ability to print records To use this option you must be logged in as an administrator user Add new user To add a new user 1 From the main screen select Options gt Users List from menu 2 The Users List screen will appear EM IDScan pro Database wizard step 3 of 4 User Password Read vite Print E TI CSSN 123456 Enable Enable Enable Edit Delete Hack Finish Cancel 3 Click on the Add button The New User screen will appear ET idScanPro User f Leer Write only Password Read only Confirm password FT Print OF Cancel IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Database Management 20 1 Type a user name in the User field 2 Type a password in the Password field 3 Confirm the password by reentering it in the Confirm password field 4 Check Write only to authorize scanning new records to the database without permission for read operations
9. 5 Check Read only to authorize reading existing records from the database without permission for write operations 6 Check Print to authorize printing records from the database for users with permission for read operations 7 Press OK Edit user To edit an existing user In the main screen select Options gt Users List from the menu bar The Users List screen will appear Select a user from the Users List Click on the Edit button The Edit User screen will appear Change the desired parameters Press OK DEE a ol ae Delete user To delete an existing user from the Users List From main screen select Options gt Users List from menu bar The Users List Screen will appear Select a user from the Users List Click on the Delete button A confirmation dialog box will appear Press OK A gt A Note The CSSN user cannot be deleted IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration 2 7 Application Configuration IdScanPro offers a variety of operating modes all controlled by the configuration panel Using this panel you can control the application automation options to ease the scanning process control the scanning parameters and set the saving mode with which images are saved in the database To open the configuration panel from the main screen do the following 1 Select Options gt Scanner Configuration from the menu bar or click on t
10. Landscape FullPage Protrait Edit Layout Cancel 6 The page layout specifies the page size number of record per page margins etc Inappropriate layouts for the format for example multiple entries for envelopes are not available 7 You can edit delete or create a new page layout by clicking on the Edit Layout button see Modifying page Layout on page 44 8 Choose a layout and click Next The Select Fields dialog appears IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Printing 41 Print wizard Select the record fields you want to have printed by checking the appropriate checkboxes and click Next To change the printing font or ite properties click the Font button Print Fields Select All Full Name Address City State ip D O B ssue Font MS Sans Serf pt Cancel 9 Select the field you want to have printed 10 Font Optional To change the font parameters click Font choose a font style and size and then click OK See Changing the printing font on page 45 11 Click Next The Print Preview dialog appears IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Printing 42 oom 75 bd il Cancel 12 Use the arrows top left to view the previous or next preview page 13 Select the proper magnification from the Zoom dropdown list 14 To print click Next The Print Setup dialog
11. SampleDB isd File Record View Options Help A pe T 3 26 EN Data Source OCR Current State Pennsylvania IW State Detect Search Find In Date ID Name Address City Zip State 1008 lD Hame Address ss City state Zip DOE i Issue Expire Gender SSH Scan time Field Hotes Zoom Total records Database name SampleDB isd Scan source Scanner Besides the menu bar and a toolbar containing shortcuts to the most common application functions the main screen has the following sections e Data source A popup menu for selecting the source of card data the application use OCR barcode magnetic strip e Current state Where you can select the scanned card state Alternatively you can try the State detect checkbox to let the application identify the state automatically If the state 1s recognized the state name will be displayed automatically Note some states do not support the State detect feature e A search facility Allowing you to search for any string in any field of the database e Records table Displays all the records currently in the database Clicking on a record line turns the record into the Active Record e Record details Displays the Active Record details e An image frame showing the scanned card image e Status line at the bottom of the screen showing the number of records in the database the database name and the current scanning source
12. TN 22 Scanner automation mussistaniimkideanij dikene dnea kaka bk de Zi NNN 23 ET JE EEE NN 235 GE EN EE 24 N 24 Table of Content 4 II EEE EEE 24 NTT 25 TREE SE SEE EN SEAN SOTRA 25 TT eared vines ae stag ijaaade di AAE Zs VIT NN 28 EEE NE NER ER ER ao Le UPDATE T EEE ee eer er a ee ere ee ee SE 29 NN 30 8 RECORD MANAGEMENT h eresvernernevernernennenernennennrnernennennrnennennrnennennensnnennennnnene 31 RECORD SCREEN BUTTON DESCRIPTION srernevevnennvnenennenennnnennnnennnnenennenennnnennnnenennenennene 32 ADDING A NEW RECORD EEE EE SE 33 VERIFICATION OPTION cccscscoccecescececcsceccscscescscescecscescecescscesescecescscescscesescesescecesees 34 Understanding the verification status light ccccccscccccccccccccscsseeseseceeeccseaaensssseeees J3 What to do when verification Z E T A H 35 FPE E G aa R 36 DELETE RECORDS RNET 36 RECORD FILTERING AND SEARCHING ccescsceccsceccececcececescscscececeececescecesescesescucesees 36 JEG JER RRGE ERE ENE NN 37 TL FN NNN 38 PRINTING RECORDS EEE RES EE NER 38 CREATING A NEW PAGE LAYOUT eden 43 MODIFYING AN EXISTING PAGE LAYOUT ccceccscecsceccececccsceccececeececscecescscesescecesees 44 CHANGING THE PRINTING FONT cccsceccececcececcscecescscescscecescecescscesescesescesesceceseeceses 45 11 APPENDIX A TROUBLESHOOTING esesvernevnevnrnernennenernernennenennennenennennennenenee 46 IdScanPro Us
13. anual mode Scan This button is inactive in Auto detect card insertion mode You can select one of two scan source options Select image e From scanner source e From file This button is inactive in Auto detect card insertion mode enes the scanned image from the Remove buffer Card Authenticates the id card by matching ll verification data from two sources on the same Vertication button card Single side Alc 2E Double Side Single sided ID scan Double sided ID scan scan IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Record Management 33 nl Saves the record to database and creates a new record when scanning a Auto save new card No auto save eder Overwrites current data when scanning new card uto detect Toggles card insertion auto detection card insertion Rotates the image in the buffer 90 degrees clockwise This allows controlling the image orientation prior to saving Rotate Displays an alert if the cardholder age Under age alert is under the pre configured minimum age Approves the changes made and saves data Adding a new record To add a new record to the database 1 Select Record gt New Record from the menu bar or click on the New Record button from tool bar 2 The New Record Screen will appear Select a state from the State dropdown list or use the State Detect option For OCR 4 Youcan also use th
14. appears 15 Choose print parameters and click OK IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Printing 43 Creating a new page layout 16 In the main screen select Print from File menu All records or Selected records 17 Click Next The Choose Format dialog appears 18 Click Next The Choose Page Layout dialog appears 19 Click Edit List The Edit Page Layout List dialog appears Print wizard Page layout FullPaqelLandscape FullPage Protrait Copy Delete 20 Click Add The Page Layout dialog appears IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Printing Print wizard Layout name Layou FullPage Landscape Pag Columns E Paper A4210 x 297 mm FI leis I width 8 266 Height 11 631 en C Protrait 7 f Landscape Page margin Top Left 10 500 Right 0500 ponon 0500 0 500 Top Leit 0 000 Right 0000 poten 0 000 0 000 Unit amp Inches C Centimeters uu i Magne 44 With Height Help Test Cancel OK 21 You can e Enter a name for the layout required e Select parameters and enter values as required to determine the appearance of the printed page e Click Test to print a sample using your settings 22 Click OK to add the layout to the Edit Page Layout List Modifying an existing page layout 23 In the main screen select Print from File me
15. canned image From the scanned image by OCR and from the scanned Barcode When using the Barcode you will not be able to set the Color Scheme or DPI The state list and the country list will be in disabled mode The Barcode scan will detect the state automatically Item Description Select this option for extracting data from a card image using OCR Select this option for extracting data from a card image using the Barcode Passport Select this option for extracting data from passport images IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Automation Tab 24 Country The IdScanPro application supports more then one country Select the appropriate country and the states list will be updated to the current country Age verification In some applications it may be useful to indicate that the owner of the ID card is under a certain age e g bars and clubs Use this option to activate this feature Item Description Age Check this option to obtained visual notification when the holder of verification the scanned ID card is under the age limit you specify Warn age Set the minimum age requirement used to generate a warning under message Scanner calibration When you use the scanner for the first time you will be prompted to calibrate the scanner To do so click the Calibrate Scanner button and use the calibration card attached to this product Sca
16. canning Solutions all rights reserved Application Configuration Automation Tab 23 Item Description the record in the database Save card This option enables saving images to the database image to database Save entire This option will be enabled when the Save card image to database card image to option is checked record When selected Saves the entire card image to database Image color scheme and resolution are set in the Color Scheme tab See Color Scheme tab page Save face This option will be enabled when the Save card image to database image only option is checked When selected Saves a rectangle that contains the customer face from the ID Image color scheme and resolution are set in the Color Scheme tab Scan cycle definition The scan cycle definition box allows the user to define the type of the scanned ID card as a single sided or double sided document Selecting the proper option in conjunction with the selection of Auto save upon new scan cycle tells the application whether to save the ID card image and information after I scan or 2 scans the front and the back of the card Item Description Double sided Select this option for double sided ID card scanning with images on both sides of the card Single sided Select this option for single sided ID card scanning default option Extracting Data The IdScanPro application supports two ways of extracting data from the s
17. creen IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Main Screen 12 Toolbar description Button Name Description La tua ee dry Record dialog to edit the When pinned clicked the application windows are always positioned on top of the desktop and other application windows Opens the application configuration dialog box Application where you can configure the scan and save configuration modes scanning color schemes and resolution Automatically detects insertion of a new card into the scanner tray and opens the New Record dialog box Selects the data extraction mode OCR OCR D r i l i Hou Barcode Passport magnetic strip Current State Alabama v Current State Selects and displays the current ID card state Auto state Automatically detects the state of the scanned State Detect detection ID card Filters the records using the search word and its field type as criteria Card insertion auto detection For example Typing Smith in the Find box Quick Search and selecting Name in the field combo box Search Find finds all the records in the database that have the string Smith in their Name field You can perform the search on the entire database by selecting Any field nf IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Main Screen 13 Records tab
18. e is open New record edit record delete record options are disabled Records table list is invisible The user does not have read privileges Print setup and Print options are disabled The user does not have write privileges The user does not have print privileges e No database is open 9 I can t add a new record e No parameter in the Scan new record screen Scan OCR button is disabled kle me is configured to be in Auto Scan Auto scan option on the The application is configured to import the image configure screen is disabled from file I can t see the record details at the See Menu options table gt Options gt View bottom of the screen details Feed See Menu options table gt Options gt Show messages EET Sane or me See Configure gt Single Sided Double Sided card and I have only one side image e Verify that you have the right password I try to log in but 1 always get a and user name message saying that my password or user name are invalid e Click the Exit button and run the application again The selected scan source is set to magnetic stripe You can select another scan source from the right arrow near the scan button Many buttons in the new record screen are disabled Send e mail to JdScanPro support team Any other problem or question See Menu options table gt Help gt Send mail to support team Note You can use the Create Log File option in the Options me
19. e left side are loaded automatically with the user information extracted from the ID card image This information can be edited if needed before it 1s saved to the database Another ID image source can be local ID image files on the hard disk These files must be scanned in a format of 24 bits true color with a resolution of 300 dpi 1 To reach the Record screen select Record gt New from the menu bar or click on the New Record button in the tool bar lael FA idScanPro Ed Data Source OCR State wisconsin W State Detect Quick scans AL AL AL AL Hame Address D O B Gender Issue Expire F i i se RR License Vernfication Scan Time Field Hotes r DE Cancel License Verification Ocr Ys Barcode IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Record Management 32 Record screen button description From top left to right Name Description Data Source OCR Daia Source Selects data extracting source OCR Barcode or Passport State templates State Colorado v Selects State For OCR Dropdown list State auto Automatically detects the state of the State D EIDE detection scanned card For OCR e In manual scan mode Quick State templates scanning buttons for different Quick scans as gs 25 25 ikk states uick scannin l Q Ble In Auto scan mode Quick state selection Start the scan process in m
20. e quick state buttons To set a button for the desired state right click on the button Select the desired state from the list After you release the mouse button you ll notice that the button name has been changed to the state you selected 5 Place the ID card in the scanner If auto detect is enable the scan will start automatically Else click on the Scan button 6 Press OK to save the record to the database If you choose the From file scan source option the file to be browsed must be a valid ID card in bmp format with at least 300 dpi and in true color scale The Auto detection card insertion option on the Configuration screen will not be available IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Record Management Adding a New Record Scanning 34 If the Age verification configuration option is checked the Age notification is calculated automatically If the D O B Date of Birth field is not in the valid format lt mm dd yy gt the Age notification will notify this error by flashing the D O B field until it is fixed Verification option Use this option to check if the card you scan is genuine IdScanPro will scan the data on the card using OCR and then compare it to data from a second source on the card either the barcode or the magnetic strip if available If the data from the two sources match the card is genuine Else the card is either faked or one of the data sources on the
21. e various reports such as a list of the most popular customers a list of undesirable customers etc IdScanPro features e Fully automated scanning process Allows the user to focus on chain feeding the media to the scanner while image processing and data extraction take place in the background e Automatic page feed detection launches the scan job immediately upon the insertion of a source into the scanner e The ID card Passport Barcode image and data are automatically stored in a local or remote relational database in a pre defined color scheme and resolution e Image auto alignment Automatically corrects incorrect card insertion e Capable of scanning any photo media including paper photos ID cards Passports and even rigid plastic credit cards e Data is automatically extracted into appropriate database fields e Database capabilities including extensive search capabilities IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Starting the Program 8 3 Starting the program Login Note The very first time you start the program you will be prompted to enter your registration number When you start the application you ll be presented with a Login dialog box where you have to fill in a user name and a password id Welcome to idScanPro New database E sit 1 Type in your user name and password 2 Select a database to open You can either leave the database last
22. er Manual version 8 14 0 Card Scanning Solutions all rights reserved Getting Started 5 1 Getting Started Before using the scanner The application has been carefully packaged to avoid damage during transportation Before operating the scanner please remove the packaging materials After removing the packaging materials you will find the following ScanShell scanner Application CD USB interface cable User license card Calibration card only with ScanShell 800 This manual Minimum system requirements The minimum system requirements are e Pentium III with 128MB e Win 98 Second Edition or higher e USB port e 25 MB free storage space Connecting the scanner The scanner is connected to the computer via the USB port To connect the scanner do the following e Place the scanner on a flat firm solid surface with easy access e Plug the USB interface cable into the USB port of the computer e After the Add new hardware wizard dialog box appears click Next until you are asked to set the driver for the reader You ll find the driver on the Installation CD at a lt CD ROM drive gt Driver 800 for ScanShell 800 or 800N scanner model b lt CD ROM drive gt Driver MagShell for MagShell scanner model c lt CD ROM drive gt Driver 1000 for scanner model ScanShell 1000 After you specify the driver click Next until the installation is complete IdScanPro User Manual version 8 14 0 Card Scanning Solutio
23. g of either one of the source 3 Corruption of one of the data sources If verification fails you can try the following e Make sure the current US State box is set to the correct state of the driver license e Try authenticating the card again IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Record Management Editing and Deleting Record 36 Edit existing record To edit an existing record from the database l 2A Select a record from the record list on the main screen Select Record gt Edit Record from the menu bar or click on the Edit Record button in the tool bar or double click on the record The Edit Record screen will appear Modify data as needed Press OK to save data in database Delete record s To delete one or more existing record s from the database l 2 Select record s from the record list on the main screen Select Record gt Delete Record from the menu bar or click on the Delete Record button in the tool bar A confirmation dialog box will appear Press OK to delete the selected record s from the database Record filtering and searching To apply a filter to the records l 2A On the main screen type the word in the Find text box Select the field from the In combo box The record matching your criteria will be shown and selected on the record list Example Type Smith in the Find box and select Name in the In c
24. he Scanner Configuration button in the tool bar 2 The Scanner Configuration screen will appear IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Automation Tab 22 Automation tab Scanner configuration Scanner automation Auto Detect Card Insertion iw Suto save upon new scan cycle W Save card image to database f Save entre card image in record C Save face image only Scan Cycle Definition f Scan Single Sided Card f Scan Double Sided Card Extracting data mode Data Source OCR Country Set country uU nited States iw State Auto Detect Age vertication Calibrate Scanner Clean Scanner Scanner automation Scanner automation minimizes the operations required to perform a batch scan It automates the scan to respond automatically to insertion of a new card and ensures automatic saving of data when a new scan cycle starts Description Auto detect When checked Scanning process runs automatically when a card insertion new card is inserted into the scanner When unchecked The user has to click the Scan button to begin scanning This option is not available when the Scan source is set to From file Auto save upon e When checked The last scan process will be saved new scan cycle automatically to the database e When unchecked The user has to click the OK button to save IdScanPro User Manual version 8 14 0 Card S
25. ht not support some image formats IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Image File Tab Description Select the colors of the images e Black and white 1 bit e 256 gray scale 8 bits e 256 colors 8 bits e True color 24 bits default Note Using higher bit values will take up more hard disk space The dpi dot per inch value sets the resolution of the scanned image The dpi range is 50 to 600 in increments of 10 dpi 50 dpi provides very low quality 600 dpi provides very high quality 300 dpi is the default option Note Using higher dpi values will take up more hard drive space File The file extension sets the format of the images saved in the database extension Available format options are Passport Select the passport image size to scan ag e Full size 3 x5 will scan the passport s full size image e Data section only will scan only the passport s data 26 IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Legal Tab 27 Legal tab Scanner configuration Nationality Ignore this fields Mote Passporth umber Personalkumber Restricted SSH State VLP ip Ok Cancel Some states do not allow saving specific customer data items This restriction varies from state to state and must be verified in relation to the current state
26. ile each image is linked to its corresponding record The database file may be accessed simultaneously from several IdScanPro applications installed on different machines Note If the IdScanPro software has been updated use the option Open existing database to open the last database you worked on Create a new database To create a new database do the following 1 Select File gt New Database from the menu bar 2 The Database Wizard screen will appear Fe DScan pro Database wizard step 1 of 4 Welcome to IDScan pro database wizard To create a database click Next 3 Click Next IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Database Management 16 Fe IDScan pro Database wizard step 2 of 4 Please set the database path and file name by clicking the Browse button Browse lt Back Hest gt 4 Click on the Browse button on the right In the Windows explorer window that will open choose a location create a file for the database and click Next 5 In the users list you can add users to the database by clicking New and filling in users details user name and password in the user dialog box that opens EM IDScan pro Database wizard step 3 of 4 Edit Delete IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Database Management 17 6 In the user dialog box you can also decide what access pr
27. ivileges the user will have by checking the appropriate checkboxes See also User Management page 19 id idScanPro User Sia User Marite only Password Read only Confirm password a DE Cancel 7 Click Finish to complete the database creation process Note The user CSSN cannot be edited in any way This user is the default user for any database Open an existing database To open an existing database 1 Select File gt Open Database from menu bar 2 The Open Screen will appear 3 Select the database folder 4 Select the database file 5 Press OK Export database Database export is primarily used to backup the current database To export a database Open the database to export Select File gt Export from menu bar The Save as Screen will appear Select a folder to export the database Type the name of the exported database in the File name field Press OK Se lS E Note The exporting process will export only the records that are set as visible in the Records Table You can change this by using the filtering options IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Database Management 18 Note Check the status bar to find the number of records and the name of the current database IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Database Management 19 6 User Management The administrator can add users
28. le list Date ID Name Address City Ip State DOE 21 11 2003 29 2171172003 3 30 S62 CECILY CLEGG FIF JAY ST STONY POINT 10980 Hr 01 02 65 The records table list shows a summary of the database records Scrolling up and down and clicking on a specific record selects the record as active Edit record Double clicking on a record opens the record in edit mode in which the user can update the client details and image Organize list The list can be organized according to a specific field by clicking on the requested field column header Ascending Descending order An additional click on the column header will toggle between displaying the values in an ascending or descending order Records list options Right clicking on the list opens a popup menu with the options to create a new record edit or delete the active record Active record details Note LD 11 70 362 855 Hame CECILY CLEGG PUCCIO Address 7 JAY ST City STONY POINT State NY Zip 10980 0 0 6 01 02 65 Issue 42 31 01 Expire 01 02 01 Gender FO SSH sm Scan time 24 11 2003 3 30 08 PM Field Hotes EG idScan Zoom The active record details section shows a full list of the fields in the active record In addition it contains the customer ID image or face image if this option is selected in the Automation tab see Automation tab page 22 This part is used to view the record details only NEW YORK STATE 1D pe DRIVER EI
29. n the main screen All records or selected records 2 The Print Wizard welcome screen appears Print wizard The print wizard will walk you through the printing process Please click Nest 3 Click Next The Select Format dialog appears IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Printing 39 Print wizard Select Format Select printing format and then click Nest Click on format to see its description in the description bos underneath Available Formats Envelopes Labels Photo Album Spreadsheet Description Data list format prints the data and the image s one below the other along the page The records are separates by horizontal line Help l Cancel 4 Select the requested data format when you select the data format its description will appear in the description box underneath Data list List of data fields and images Envelope addresses Labels Mailing labels Photo album Record images if available Spreadsheet Grid with one row per contact 5 Click Next The Select Page Layout dialog appears IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Printing 40 4f Print wizard Select Page Layout Select a page layout and click Mest Page layout defines the paper size margins and orientation Tou can edit delete and create new layouts by clicking the Edit layout button Page Layout FullPage
30. nner calibration resets the scanner color sensor and generates higher accuracy in the OCR detection process IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Image File Tab 25 Image file tab Scanner configuration Colors C Black amp White 1 bit C 256 Gray scale 8 bit f 256 Colors 8 bit f True color 24 bil Estimates file size for bitmap format 238 73 bytes Resolution dpi 300 lt Image Type Bitmap Files brap Image size Passport Image Size Full size 345 Overview This screen allows the user to set the saved image color scheme and resolution The image color scheme has a great impact on the overall database size In general using lower resolution and colorless images keeps the database size to a minimum Note that although higher quality images occupy more disk space their size does not affect the application speed due to the database internal architecture The color scheme setup and dpi do not affect the application data detection accuracy The resolution field allows you to select any of 55 values 50 600 in increments of 10 This gives you the flexibility to find the best image quality with reasonable image file size The file extension sets the image format that will be used by the application to save the images internally This option is useful for later export of the database to other database applications that mig
31. ns all rights reserved Installation 6 Installation To install the software on the computer do the following 1 Close all programs 2 Insert the CD into the CD ROM drive 3 Wait until the install program begins and follow the instructions on the screen 4 If the install program does not automatically start click the My Computer icon on the desktop and then select the CD ROM drive A Double click on the Setup program Wait until the install program begins and follow the instructions on the screen To run the software click the Windows Start button select Programs gt Card Scanning Solution and then click IdScanPro Note When starting the program for the first time you ll be prompted to fill in your license code Uninstall To uninstall the software open the Add Remove Program control panel Select the Application icon and click on Add Remove Follow the uninstall instructions until the operation is completed IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Introduction 2 Introduction Overview IdScanPro is a powerful ID card scanning application capable of scanning as many as 1200 ID cards per hour into a relational database The scanned ID cards are saved in records each record stores the ID card image the ID card data the scanning time and additional user defined information In addition to displaying ID card data the application uses this database to produc
32. nu All records or Selected records 24 Click Next The Choose Format dialog appears 25 Click Next The Choose Page Layout dialog appears IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Printing 45 26 Click Edit List The Edit Page Layout List dialog appears 27 Select a layout e To edit a copy of the layout leaving the original unchanged select the layout and click Copy e The Page Layout dialog appears with the options for the selected layout 28 You can e Enter a name for the layout required e Use the Units Orientation and Page options e Use the Page Margins options Layout options and Internal Margins options to control the printed page appearance e Click Test to print a sample using your settings 29 Click OK to save your changes to the layout Changing the printing font 30 In main screen select the Print from the File menu All records or Selected records 31 Click Next Choose a format in the Format dialog box 32 Click Next Choose a layout in the Choose Page Layout dialog box 33 Click Next In the Select Fields dialog box choose which fields to print 34 To change the font click Font choose the style and size and then click OK IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Appendix A Troubleshooting 46 11 Appendix A Troubleshooting Description Explanation Solution New record option is disabled No databas
33. nu to create a log file and send it to the support team That file will help the support team to understand the problem that needs to be dealt with IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved
34. ombo box The software will show all records that have the name Smith in the field Name The search is performed on the entire database in the specified field unless the Any Field is selected The search tries to match the requested string to sub strings in the database For example if the user is searching for Jo the search will show results with all records that include the string Jo such as Johnson Jonah and even Banjo IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Backup 37 9 Backup The data used by IdScanPro is stored in database files located in a database folder To backup this data you need to copy this folder with these files to another location either on the hard disk or on external media recommended e g on a CDR To create backup 1 Choose Backup Database from the File menu on the main screen 2 The Backup Database screen will appear Em idScanPro Database backup Set path for backup files EA EE C Documents and Settings JIDScanFro DE J Program Files _ P ENYE J WINDOWS ge __Lancel_ Cancel 3 Set the path to create the backup folder by double clicking on the folders icons until you reach your destination folder 4 Click OK IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Printing 38 10 Printing Printing records 1 Select Print from the File menu i
35. rompt you to scan the card a second time Insert the card again in the scanner reader and repeat the steps above 8 If the data from the two sources on the card matched the icon on the verification button will be green If it did not match the icon will be red which means the card is not in order either faked or one of the data sources on the card is corrupted 9 Press OK to save the record to database IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Record Management Adding a New Record Scanning 35 Understanding the verification status light The status light provides indications for the authentication process as follows e Solid black color the verification function is not activated e Solid brown color the verification function 1s activated and waits for the source scan or swipe e Flashing brown light the source scan or swipe has been successful waits for the reference scan e Solid green color the reference was scanned successfully and the authentication is successful the data of the two sources match e Solid red color the source was scanned badly or the authentication is failed the data of the two sources don t match What to do when verification fails If the status light remains solid red after the reference scan or swipe it means that the data from the two sources don t match He reason can be one of the following 1 The card could be faked 2 Bad readin
36. ur Internet connection and if available downloading and installing them automatically Scanner configuration Automation Image Legal Web LiveUpdate r keep my program up to date by wernfying that the software version 1 the most current version Automatically check for new updates C Even time the program starts Even Day Ar 00 00 User Details GE Cancel Apply e Check the box to enable Live Update e Specify how often Live Update shall be performed e Click the User Details button IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Live Update Tab 30 User Details id User Details To use LiveUpdate you need to be registered user Please fill in the form Fields marked with must be filled in License F922R4C0VURGIG TA Title vi Function Mr dd First Name a Middle Hame a Last Name zi Company EE mm Country fo OK Cancel To use Live Update you need to be a registered user Please fill in your details and click OK Your company name and email address must be filled in IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved RecordManagement 8 Record Management The Record window is used when scanning or editing a new record The Record screen is used to acquire new card data records and store them in the database Once the scan is performed and processed the fields on th
37. used or use the Browse button on the right to either select another database or create a new one First time use 1 Type in a user name and a password you would like to use for this program and make sure you ll remember them 2 Click New database to create a database in which the program will store the scanned data See Creating a new database on page 15 Administrator Login Login as an administrator enables the administrator privilege level highest user level The administrator can define and control access privileges to the application and databases Using the Users List he she can define additional users and give them different access privileges as explained in the User management section on page 19 To log in as an administrator use the following user name and password e User CSSN e Password 123456 IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Starting the Program 9 Note When starting the program for the first time you ll be prompted to fill in your license code Opening a database 1 Use the Browse button to open an existing database First time use click the New Database button to open the Database Wizard See Open New Database on page 15 2 Select a database and press OK The main screen will appear IdScanPro User Manual version 8 14 0 Card Scanning Solutions all rights reserved Main Screen 10 Main screen Ee idScanPro
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