CardVisor® ID Scanner Software User Manual
Contents
1. createBanned_VIP_DB bat This batch file calls csv2pdb exe and uses a file called List_inf txt to process the Ban_VIP_list txt file into the output file Do not change or edit the list_inf txt or batch file To perform this step 1 First delete the Ban_VIP pdb file in the directory This will ensure the old version is not used in the event the new one is not created 2 Then double click on the createBanned_VIP_DB bat file and a black DOS window see below should flash on the screen while the program executes On fast PCs and small files it happens very quickly Depending on the size of the database this process can take anywhere from a few seconds to a couple minutes WWW CARDVISOR COM PAGE 40 OF 47 Command Prompt iC db_conversion gt dir Uolume in drive C has no label Uolume Serial Number is B4AA SH ES Directory of C db_conversion 68 66 2082 z lt DIR gt H8 86 2682 DIR asa 48 86 2082 Ban_UIP pdh B72372002 Ban_UIP List txt 6870672002 2 createHanned_UIP DB bat 1271372006 479 232 csuzpadh exe B 14 2682 141 List_inf txt 5 Filets gt 486 5580 bytes 2 Dirts gt 3 231 735 8608 bytes free C db_conversion createbanned_vip_dh Co lt db_conversionvecho Creating File Han_UIP pdh Creating File Ban_VIP pdh C 5db_conversion gt echo Please wait Please wait ek dbocouersdonsoeue pdb msc i List_inf txt Ban_VIP_List txt Ban_UIP pdh Coxdb_conversion echo Command Comp2. All f Currently selected records E Finally enter a file name that contains the date s of the license captures This will help identify the file later Click on the Export button Important Make sure the file extension is txt and not csv since files with the csv file extension will not cause the Excel import wizard to launch If accidentally used the csv file extension can be rename to txt by the file manager and no harm will be done 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 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 Export Fields Meme P Private Category Specify only the Memo Pad field for Export 1 Check the Memo item 2 Uncheck the Private and Category items 3 Hit the OK button x 7 e as To change the field order gt Export complete ies click on a field and drag it up or down the list After this window closes the data will be exported and saved to the export file The Export complete message box should be displayed WWW CARDVISOR COM PAGE 22 OF 47 Deleting Data from Handheld Before deleting the data on
3. CardVisor ID Scanner Software User Manual Age Verification Application mm 2002 Handspring Inc Palm Desktop f A AH Rights sr Handspring Software il MAS Springboard Visor and the Handspring BI logo are trademarks of Handspring Inc M w ial and may be registered in some SAN jurisdictions All other trademarks are W A easy LS trademarks of their respective owners Macintosh Windows CARDVISOR AND TOKENWORKS ARE REGISTERED TRADEMARKS OF TOK ENWORKS INC About This Document This document describes how to transfer data between the ID scanner and a PC The ID Scanners come preloaded with software and therefore it is NOT necessary to install software on the PC to operate the ID Scanners Software must be installed to download the transactions and or use the VIP Banned list CardVisor IIl amp IV customers e The Green Handspring CD installs the Palm Desktop software on a PC which is used to transfer data to the ID Scanner e The White CardVisor CD contains user documentation and utilities used to create the VIP Banned lists See the VIP Banned section Cardvisor III amp IV customers for install directions This document should be used in conjunction with the Handspring Visor user manual on the Green Handspring CD or available on line at Handspring com and the CardVisor Hardware User Manual Copyright 2002 gt 2005 TokenWorks Inc Printed in the USA www lokenWorks com Company Web S
4. Visit the Palm web site for a free copy at http www palm com us support downloads visor win_desktop 401 html or http www palm com us support downloads visor mac_desktop 40 html The Palm web site is a good resource for the Palm Desktop and Hotsync manager gt http www palm com us support It has a very good trouble shooting section for Hotsync issues gt http www palm com us support hotsync html It is also advisable 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 Palm Desktop and Hotsync Manager Installation Insert the Green Handspring CD into the CD drive of the computer It should auto launch the following installation screen WWW CARDVISOR COM PAGE 4 OF 47 Handspring CD English Francais oe Italiano Deutsch Espanol spanal Read the installation screens and hit continue Handspring CD After reading hit Continue WWW CARDVISOR COM PAGE 5 OF 47 Handspring CD Welcome to the Handspring CD The Setup screen guides you through installing the synchronization software for your new Handspring handheld computer After you complete the setup process use the synchronization software to back up your data and get the most from your handheld computer Hit Next InstallShield Wizard Palm Deskt
5. button on the cradle to synchronize your data Synchronization backs up your data so you get the most from your handheld After synchronization has finished click Next Ensure Hotsync Manager Icon is visible in system tray bottom right After pressing the Hotsync button the Found New Hardware Wizard will appear on the PC screen and the screen of the Handheld will indicate it is trying to connect to the PC Ignore the handheld for now and continue with installing the software on the PC WWW CARDVISOR COM PAGE 12 OF 47 Found New Hardware Wizard Welcome to the Found New Hardware Wizard Windows Will search for current and updated software by looking on your computer on the hardware installation CD or on the Windows Update Web site with pour permission Read our privacy policy Can Windows connect to Windows Update to search for sort ares Coes now and every time connect a device O No not this time Click Next to continue Select Yes this time only hit Next Found New Hardware Wizard This wizard helps you install software for Handspring USB l If your hardware came with an installation CD lt or floppy disk insert it now what do vou want the wizard to do Install from a list or specific location Advanced Click Next to continue Press Next WWW CARDVISOR COM PAGE 13 OF 47 Found New Hardware Wizard Please wait while the wizard searches b Handspring USB Found New H
6. 901 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 704 1963 417 1 31 2002 3 54 AM TOKENWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 704 1963 417 1 31 2002 3 55 AM 18 IMAGRUDER TOKENWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 704 1963 417 1 31 2002 2 AM 19 MAR TOKENWORKS 901 V PS ON PHOFNIZ A 58001 R13F54424 704 19F3 417 17 31 2012 2 42 Al 44 p bl export fa a Ready fp A N 7 Here is the spreadsheet after the sort button has been pushed WWW CARDVISOR COM PAGE 28 OF 47 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 Inthe example shown the file type is Microsoft Excel Workbook xls and name is export xls WWW CARDVISOR COM Py Geers E bY Sqmi perzak Foes PAGE 29 OF 47 yandan ptaver_ 1 Meets Lokeraacrka doa 1 teal sis CardVisor Ill VIP amp Banned Database Creation and Usage Introduction CardVisor Ill has the ability to check if a driver s license is on a list of approved and or denied visitors This allows the operator to monitor who is showing up at the door and greet those on the list in an appropriate fashion The sections below will describe this feature in greater detail and demonstrate how to create install and maintain the VIP Banned database Database Conversion Utility Installation The
7. Accept General General converts numeric values to numbers date Text data format for all Wallies to dates and all remaining values to text Date MDY Er columns in step 3 dvanced Do not import column skip Bacon Harding WWW CARDVISOR COM PAGE 35 OF 47 Shown is the Final result of Excel import wizard Note each field in its own column and no additional characters in each field Fd Microsoft Excel Ban_ IP_List txt IMuharnmad kevin Tonya Evel Mason Charles Montana Joe Namath Joe Roberts Julie Rodman Dennis Schwarzer Arnold O J Jahn 123456 After Adding two new names Zah and Fd Microsoft Excel Ban_VIP_List tzt AE Waba after Ali the data is ready for E Ele Edit View Insert Format Tools Data Window Help x sorting WWW CARDVISOR COM Deha ea meme n s z amp 2 gt lt mo B z u a s w 2 oa Zab ENNEN EA Muhammad IKevin John D1231234 Kevin Harding Tonya knievel Evel Montana Joe 4 Namath Joe 10 Roberts Julie 11 Rodman Dennis 12 Schwarzer Arnold 0 1 Mason Charles 1 1 1 1 13 Simpson Od O 14 Smith John 123456 AA M Ban VIP Lit 4 Read D f RM Z PAGE 36 OF 47 ES Microsoft Excel Ban_ IP_List txt Click square which is to upper left of E File Edit View Insert Format Tools Data Window Help cell A1 This will highlight entire me a Se sam mm o am
8. C Clean cleanloader m Cancel Profiles PAGE 19 OF 47 HotSync Progress After hitting OK the Hotsync Progress status synchronizing To Do List box should display and confirm the User 032405 Hotsync is taking place Cancel Once Hotsync is complete launch the Palm Desktop application set the User name to the one just created See user name pull down menu in top right corner and click on the MemoPad icon on the left menu bar Shown below is what the Main screen of the Palm Desktop with the Memo Pad active should look like Check that the number of Memos matches the number of Memos in the Handheld On the left the Memo is highlighted and on the right are its contents If there are no Memos and the HotSync operation worked ensure that Pocket Mirror was NOT installed If PocketMirror was installed go to the add remove programs located PocketMirror and remove it Then reboot the computer to relaunch the Hotsync Manager D x File Edit View Tools HotSync Help Send lel S E i User EKtest Category Been Sort By Order on Handheld Hide Details Description TENT Ff 6000 Cardis MIKE TOKENWORKS S01 w JEFFERSON ST PHUENIZ AZ 85001 B13654424 0704 Ra JOE TORENWORES 901 W JEFFERSON ST PHOENI Z 42 85001 B1 36544240704 a Address STEVE TORENWORES 301 w JEFFERSON ST PHOENI Z A285001 61365442407 apJa6SA4 24070A 670417 Oke AMY TOKENWORKS 901 W JEFFERSON ST PHD
9. E C ies sunds E tests txt Change the file type to Text Files prn txt cvs Select the correct file e g export txt or type the correct I f A file name into the file name kS ii Fies of type Text Files prn txt csv text box Hit the open button WWW CARDVISOR COM PAGE 26 OF 47 After pushing the Open button the Excel import wizard will launch This Wizard determines how the data in the file will be interpreted when imported lent Import Wizard Step 1 of 3 The Text Wierd has determined that your data amp Defined IF this is connect choose Next or choose the data type that best describes your data Original dats type Bage the file type that best describes your dats ban nee Characters uchi a conmas or babs separate each eld Find uaith F ekis are abgned in cohmr with spaces between each Field Start port at toa Z ED Prva of File EstebulP export tet in the Excel spreadsheet Select the Delimited radio button Start import at row 1 File Origin Windows ANSI Tent Import Wizard Step 2 of j In the second step the Wizard asks how the fields are to be delimited how your text E affected in the preview Below T Treat consecutive delimiters as one Check the Other delimiter option Uncheck the tab space semicolon and comma options Type the carat character into the Other delimiter text box
10. 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 Hit the next button WWW CARDVISOR COM PAGE 27 OF 47 emt Import Wizard Step 31 ofa ad l the Data Format General The final step in the process is to indicate the format of the data in each column General conwerts numeri vakaes to numbers date values to dates and all remaining values bo bent P Den moy Do net import cokmn skip Hit the Finish Button 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 After hitting the finish button the data now has been imported into Excel Shown here is what the imported data will look like in Excel METO 2 hn PE EE an al Dago SAF ya mu o Bren T 9 law 0 BF Uo m x Se s Ae m MEE 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 To remove the empty rows in the data just hit the sort button u E3 s 2 0 A mm Zt ZF a lt A A L S LL LLK L L M 2 F TOKENWORKS 901 W JEFFERSON ST PHOENIZ AZ
11. 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 Follow the directions below to export just the Memos which are categorized with the CardVisor Category Palm Desktop 18 x File Edit view Tools HotSync Help Send k amp eee x User cwe v I II III m A Category Cardvisor J Sort By Order onHandheld z Hide Details a4 ee Date Dena ss Cardvisor MIKE TOKENWORKS 901 W JEFFERSON ST PHOENIX AZ 85001 B13654424 0704 1963 0417 DK 11 18 02 12 32 pm gt lt MIKE TOKENWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 0704 1963 0417 OK 10 18 02 3 35 pm a SA a ray s s Pere MIKE TOKENWORKS 901 w JEFFERSON ST PHOENIZAZ 85001 B13854424 0704 1 963 0417 DK 10 18 02 3 35 pm AALBANYANYA12345 CARD TOKENWORKS 834 CONCH SHELLRD 901 NAPLES L 34285 C241683631370 0705 1965 0517 OK1 30 01 6 10 pm aC241683631370 07 1119834 JOE TOKENWORKS 834 CONCH SHELL RD 901 ALBANY Y 123457C241683631 3707071119821 129 OK 2 1 01 3 02 am 11224 Under 19 2 1 01 1 15 am OMA TOKENWORKS 834 CONCH SHELL RD 3901 ALBANY NY 12345 C241683631370 0712 1985 1210 Under 18 2 1 011 15 JOE6 TOKENWORKS 834 CONCH SHELL RD 901 ALBANY NY 12346 C241683631370 070171982 0
12. desk Mail is designed to work in corporate environments with desktop applications such as Microsoft Outlook or Lotus cc Maill I your mail account is with AOL or through an Internet Service Provider ISP you wall require additional software links which are sold separately IF you choose to configure Mail later you can return to Mail Setup at any time Just click Start on your Windows desktop and choose Programe Handspring and Mail Setup Do you want to configure pour Mail settings now Do not set up eMail Not required Click No Starting the HotSunc Manager Screen Shot indicating HotSync Manager is starting Synchronization You successtully Installed the synchronization sothware Place your handheld in the cradle and press the HotSync button on the cradle to synchronize your data Synchronization backs up your data so you get the most from your handheld After synchronization has finished click Mert Cancel WWW CARDVISOR COM PAGE 11 OF 47 At this point make sure you see the HotSync Icon in the bottom left corner of the screen red blue circular icon Make sure the Hotsync Cradle or Cable is connected to the PC and the Handspring Visor Then Press the HotSync Button on the cradle E j nstalling Palm Desktop and Synchronization Software se Lup Synchronization You successfully installed the synchronization software Place your handheld in the cradle and press the HotSync
13. files necessary to create the VIP Banned database are in a zip file located in the CardVisor Ill directory on the White CardVisor CD Shown Below is the main directory of the CD followed by the CardVisor Ill directory CD Card isor File Edit View Favorites Tools Help s Back EA Search L Folders ca is Gs 5 t Ea Address VWiewcpxwinekd Co_Cardyvisor Modified File Folder 4113 2005 3 05 PM File Folder 5141712004 2 37 PM File Folder 3112412004 7 15 PM File Folder 2123 2005 6 44 PM File Folder 11 22 2004 6 28 PM File Folder 41 2005 10 54 PM ReadMe txt SEB Text Document 11 22 2004 6 29 PM File Edit View Favorites Tools Help qa Back search L yFolders E4 as D u EE Te Cardvisor_Brochure_ver2 _ print pdf 455 KB Adobe Acrobat Doc 1 13f2005 3 17 PM Te Cardvisor_PDF417_ v3 press pdf 662KB Adobe Acrobat Doc 2 26f2004 5 15 PM Telcardvisor_quick_ref_quide_rev Pua 2 220 KB Adobe Acrobat Doc 1121120004 12 04 PM Te Cardvisorlll_user_man_rev4 pdf 5544FB Adobe Acrobat Doc 3712412004 2 15 PM A db conversion exe 227 KB Application 2 20 2003 1 45 PM db_conversion zip 197 KB WinRAR ZIP archive ary 200 12 06 PM 6 objectis 9 08 ME fof Local intranet CardVisor III Directory Copy either the db_conversion zip or db_comversion exe file to a directory on the PC s harddisk and unzip them After unzipping the archives a new WWW CARDVISOR COM PAGE 30 OF 47 director
14. install PocketMirror which causes the swipe data stored in the MemoPad application to transfer to Outlook instead of the Palm Desktop Once Palm Desktop is selected hit Next Location Selection Setup will install the synchronization software in the folder listed below To Install in this folder click Mest To install ina different folder click Browse and select another folder Destination Folder C Program Files SHandspring Browse il Cancel Accept default destination folder and hit Next WWW CARDVISOR COM PAGE 7 OF 47 Connect Your Cradle 1 Select the cradle type you have purchased and operating system of Your computer IF you are running Windows 95 or Windows NT you must use a seral cradle sold separately f USB cradle Windows 96 Windows ME Windows 2000 and Windows F g seral cradle Windows 35 Windows NT Windows 38 Windows ME Windows 2000 and windows sF r Both USE and Serial cradle Windows 98 Windows WE Windows 2000 and windows gt F 2 Plug the cradle into an available port ori your computer After you make a selection click Hest to continue Select USB cradle and hit Next Hodel Selection To install the correct synchronization software and Electronic User Guide indicate which handheld model you purchased Choose a product Visor or Visor Deluxe After you make a selec lt Back Cancel Select Visor or Visor Deluxe and hit Next WWW CARDVISOR C
15. oa I I Places iles of type iles grk minor modifications FZ zd eaa If the Text Import Wizard does not launch then open the ban_VIP_List txt after setting the Files of type dialog box to txt Text Import Wizard Step 1 of 3 The Text Wizard has determined that your data is Delimited IF this is correct choose Next or choose the data type that best describes your data riginal data type Choose the file type that best describes your data Select Delimited Characters such as commas or tabs separate each Field option in step one Fixed width Fields are aligned in columns with spaces between each field Start import at row fi File origin windows ANSI Preview of File C idb conversion Ban WIP List txt 1evel Evel l ason Charles o Cancel lt Back next gt Finish WWW CARDVISOR COM PAGE 34 OF 47 Check Comma as EEE 21x the Delimiters This screen lets you set the delimiters your data contains You can see and none for text how your text is affected in the preview below qualifier in the second step a Treat consecutive delimiters as one I Semicolon M Comma Notice vertical Space I Other etaan lines drawn where Space _ Other m ext qualifier comma s were located Cancel Back next gt Finish Text Import Wizard Step 3 of 3 E 2 x This screen lets you select each column and set olumn data Format the Data Format fe General
16. or O they will be categorized as BANNED Correct status field and reload database Encoded Stripe Magnetic amp Bar Code Formats amp Reliability Formats The CardVisor ID scanner reads encoded information off the encoded magnetic or 2D bar code stripe of drivers license or ID card While most states have the same basic information on the encoded stripe the locations and format differ From time to time states will change how they encode the information on the stripe Additionally since most do not read what they ve encoded they sometimes make mistakes that become part of the issued card population This may cause difficulty in parsing the data When the software is unsure it creates a memo in the MemoPad application that starts with the phrase Trouble Parsing this data gt If you see a Memo like this then please email it to Support tokenworks com or email the entire MemoPad file MemoPad dat and you will be one of the first to receive a software update that address this new license format Reliability Driver licenses are exposed to varying conditions in a typical 4 to 6 year life cycle Unlike credit cards Driver licenses are not frequently swiped nor are they typically replaced if the encoded stripe is damaged Therefore read performance will vary with older licenses in typically poorer condition For licenses with Magnetic stripes it is possible to read just Track 2 of a license since it is encoded at a l
17. the handheld make sure it is completely transferred to the Palm Desktop and exported to a text file as described above Open the exported file with a text editor such as Notepad part of Windows and examine the first and last line in the file to make sure they match the first and last memo in the handheld s MemoPad application If complete it is safe to delete the data in the Handheld To be absolutely sure proceed to the import the data into Microsoft Excel step next section and then come back to deleting the data in the Handheld There are two ways to delete the data from the Handheld One is to perform a Hard Reset on the handheld and the second is to use the Palm Desktop amp Hotsync manager Deleting Transaction Data via Hard Reset The most direct way to delete the old license data from the Handheld is to do a Hard Reset A Hard Reset will erase all the license data on the handheld plus reboot the handheld thus ensuring continued smooth operation A Hard Reset is like turning off amp on your PC See Hard Reset directions in the Hardware User manual The basic steps are as follows Remove CardTool reader Perform Hard Reset see Hardware User Manual for details Tap on digitizer to center digitizer follow on screen prompts Ensure Date Time are correct when Prefs screen displays Re insert CardTool reader this will cause the welcome program to run and associate the Date Book button with the CardVisor applicati
18. 102 Under 20 2 1 0171 15 1 Set the Category to CardVisor See Category box circled in RED on right 9631 370 0704 1980 0405 Under 21 2 1 0171 14 3631370070571 965 0517 0K 2 1 01 1 14 am 631370 0711 1982 1129 Under 19 2 5 01 5 23 p 6 31 370 070271984 0204 Under 18 2 5 01 5 23 D 370 0701 1982 0102 Under 20 2 5 01 5 23 70 0711 1982 1129 Under 19 2 5 01 9 35 a 3631370 0702 1984 0204 Under 18 2 5 01 9 35 JOE2 TOKENWORKS 834 CONCH SHELLAD 901 AL Cut CARD TOKENWORKS 834 CONCH SHELLAD 901 N Copy JOE TOKENWORKS 834 CONCH SHELLAD 901 aLB Pase JOE4 TOKENWORKS 834 CONCH SHELLAD 90144 JOE6 TDKENWDRKS 834 CONCH SHELLRD IM AL JOE TOKENWORKS 834 CONCH SHELLRAD 90 P JOE4 TOKENWORKS 834 CONCH SHELLRD 301 AL Expense JOE6 TOKENWORKS 834 CONCH SHELLRD 901 AL 0 0701 1982 0102 Under 20 2 5 01 9 35 am r MIKE TOKENWORKS 901 w JEFFERSON 5T PHDENIZ 704 1963 0417 OK 2 5 01 9 34 am amp JOE TOKENWORKS 834 CONCH SHELLRD 901 ALB Send To gt 631370 071171983 1129 Under 18 2 4 01 10 57 Install OMA TOKENWORKS 7834 CONCH SHELL AD 901 ALBANY NY 12345 C241683631370 07127198571 210 Under 18 2 4 01 10 56 JOES TOKENWORKS 834 CONCH SHELLAD 901 ALBANY NY 12345 C241683631 370 0711 1983 1122 Under 18 2 4 01710 5 JOE4 TOKENWORKS 834 CONCH SHELL AD 901 ALB
19. 85001 B13654424 704 1963 417 OK 1 31 2002 3 54 AM TOKENWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 704 1963 417 1 31 2002 3 54 AM TOKENVWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 704 1963 417 1 31 2002 3 55 AM Or select the Data a TOKENWORKS 301 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 704 1963 417 1 31 2002 3 55 AM Sort menu item to 5 CHARLES TOKENVWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 813654424 704 1963 417 1 31 2002 3 54 AM 6 DAN TOKENWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 704 1963 417 1 31 2002 3 54 AM sort the entire 7 DAVID TOKENWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 704 1963 417 1 31 2002 2 42 AM mm 8 DICK TOKENVWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 613654424 704 1963 417 1 31 2002 2 42 AM spreadsheet 9 EMIL TOKENWORKS 301 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 704 1963 417 1 31 2002 3 54 AM 10 ERIC TOKENWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 613654424 704 1963 417 1 31 2002 3 54 AM 11 EVA TOKENWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 704 1963 417 1 31 2002 3 55 AM 12 GEORGE TOKENWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 704 1953 417 1 31 2002 3 55 AM 13 GILLES TOKENWORKS 301 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 704 1963 417 1 31 2002 3 54 AM 14 HELEN TOKENWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 B13654424 704 1963 417 1 31 2002 3 55 AM TOKENWORKS 901 W JEFFERSON ST PHOENIZ AZ 85001 613654424 704 1963 417 1 31 2002 3 54 AM TOKENWORKS
20. ANY NY 12344 C 241683631 370707021 984 0204 Under 18 2 4 017 10 5 JOE TOKENWORKS 834 CONCH SHELL RD 901 ALBANY NY12345 C 241683631 370 0711 198271129 Under 19 2 4 01710 55 CARD TOKENWORKS 834 CONCH SHELL RAD 901 NAPLES FL 34285 C 241683631 370 0705 1 9657051 7 OK 2 4 01 10 55 pm JOE6 TOKENWORKS 834 CONCH SHELLAD 901 ALBANY N Y 12346 C241683631 370 0701 1982 0102 Under 20 2 4 01710 5 JOE2 TOKENWORKS 834 CONCH SHELLAD 901 ALBANY NY 12342 C241 683631 370 0704 1 980 0405 Under 21 2 4 01710 5 MIKE TOKENWORKS 901 w JEFFERSON ST PHOENIX A2 85001 021 3654424 0704 963 041 7 OK 2 4 01 10 54 pm KMIMOSTAYCAN INDY COM tit ICCCOOCMA CTSDUNCAIIGSAPSORNM ANI DOR AAD ASN AN OCI NAT Pi 2 24 IT AR me of h 4 List Large Icons Small Icons Handspring com 5 of 269 Edit Memo Change Category gt elect all items sar a 0 F3 6 3 Z Eq 93 o a W E 2 amp vahoo linbox E BJMy Do f cardvi DVD X Cop Re F JPaim E My va Gycaravi Apendin Sg er M 1 45PM SEED nO 2 Place the mouse cursor in the middle of the Description window and right click This will open a small menu select the Select All menu item See RED circled on right iE Palm Desktop File Edit View Tools HotSync Help Send 5 Open Archive Sih E gt re All Ct
21. ENIZ AZ B50012B13654424 0704 4 ay ONES amh BOB TOKENWORKS S01 Ww JEFFERSON ST PHOENI Z 42785001 B1 36544240704 GEORGE TOKENWORKS 901 Ww JEFFERSON ST PHOENIZ 42 85001 B1 3654424 HELEN TOKENWODAKS 901 Ww JEFFERSON ST PHOENIZ 42785001 B1 365442407 EVA TORENMWORES 901 w JEFFERSON ST PHOENI 42785001 B11 3654424 0704 ALICE TOKENWORES 901 JEFFERSON ST PHOENI Z AZ 85001 B1 3654424070 CHARLES TOKENWORES 901 W JEFFERSON ST PHOENI Z A2 85001 7B 3654424 JEFF TOKEN WORKS 901 w JEFFERSON ST PHOENIZ A2 85001 B81 36544240704 TONY TOKEN WORKS 901 w JEFFERSON ST PHOENIZ AZ 85001 B11 3654424 070 MAGRUDER TORENWORES 901 W JEFFERSON ST PHDEHIZ AZ 85001 B136544 O DAN TOKENWORKS 301 w JEFFERSON ST PHOENIZ A2 85001 B1 3654424 0704 E EMIL TOKENWORKS 301 w JEFFERSON ST PHOENI Z 42 85001 81365442407 De Expense GILLES TOKENWORKS 901 W JEFFERSON ST PHOENIZ a 850017 B13654424 07 JM TOKEN WORE S 901 Ww JEFFERSON ST PHOENIZ A2 85001 E oe k I H 1 Install List Large Icons Small Icons f ELLET gico j 1 of 6000 2 Main Screen of the Palm Desk Top showing the Memo Pad I 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 WWW CARDVISOR COM PAGE 20 OF 47 text This document will use text since CardVisor puts field delimiters in the
22. KE 1 KE POE File Text Document M5 DO5 Batch File Application 81 71 2002 1 19 PM 8 7 2002 2 13 PM 8 612002 11 16 PM 12 13 2000 2 21 AM 7114172002 11 18 AM 5 7 2002 2 35 PM 253 bytes L My Computer Text Document Text Document f objectis selected Directory after making name changes li Ban_ IP_List txt Nate File Edit Help Send 411 Muhammad 1 Bacon Kevin 1 Sea s Knievel evel 1 Mason Charles Montana Joe 1 Namath Joe 1 Roberts Julie 1 Rodman Dennis Schwarzenegger arnold 1 oa ie Format Waba John O1231234 0 zah kewin 0 Contents of Ban_VIP_List txt after changes Before running the conversion software perform a final inspection of the data in the Ban_VIP_List txt file Open the file with NotePad and review the points listed below Check to ensure the records are sorted by last name in ascending order from top to bottom Check to make sure there are commas between the columns and carriage returns at the end of each line i e only four columns per line Make sure each line has at least a last name and eithera 1 ora Oin the status column Make sure there are no column WWW CARDVISOR COM PAGE 39 OF 47 i Ban_ IP_List txt Notes m jd File Edit Format Help send 4A11 Muhammad 1 Bacon Kevin 1 See D Knievel evel 1 Mason Charles a Montana Joe 1 Namath Joe 1 Roberts Julie 1 Rodman Dennis a schwarzenegger Ar
23. M 5 30 2005 8 16 PM 5 30 2005 8 18 PM 5 30 2005 8 18 PM 1 object s selected 3 97 KB My Computer These archive files may be opened by the Palm Desktop software and merged with an existing MemoPad transaction list See the Palm Desktop software user manual for details WWW CARDVISOR COM PAGE 25 OF 47 Importing MemoPad Data to Microsoft Excel The data exported from the Palm Desktop see above uses the carat character to delimit each field Many 3 d party marketing firms prefer to receive contact data in Excel spreadsheet format Also to create mailing labels using the provided mailing label application note see White CardVisor CD it is necessary to import the data to Microsoft Excel For this example Excel will be used because the mailing label application notes are based on it However the import wizards for both Excel and Access are very similar Ed Microsoft Excel Book 1 EJ Fie Edt view Insert Format Jooks Data a Lanny Help Click on the File gt Open menu item This will launch the Open Dialog box shown below Lepota 2 My DocurnentsYacrme 1cardDB tExt csuv 3 My Documents aomebra cardDB bect 4 My Documents acme bro cardDB xds x Zee See oKE pen d CC zix Look h P y gt Ci EB res gt pah dell_sti_mob_drvs windows player 7 1 s data bet Select the directory which taspa contains the exported eS m poea ae L i FR w Ej testi txt memoPad data
24. OM PAGE 8 OF 47 Hodel Selection To install the correct synchronization software and Electronic User Guide indicate which handheld model you purchased Choose a product igor or vigor Deluxe a aa ra ne ce ne a in i a bra After you make a selection click Mest to continue lt Back Cancel With Visor selected hit Next User Creation Please enter the name you want to use to identify your data and your handheld in your PIM You can Wee your full name such as Jane Doe just your first name such as Janel or a nickname such as Visor Girl User Hame lt Back Cancel Enter a Hotsync User name we suggest using a YYMMDD format WWW CARDVISOR COM PAGE 9 OF 47 User Creation Please enter the name you want to use to identify pour data and your handheld in your PIM You can uze your full name such as Jane Doe just your first name such as Janel or a nickname such as Visor Girl User Hame 082209 lt Back Cancel Suggest using a MMDDYY format for the Hotsync User name and if applicable append a single character when multiple devices present at one location Installing CN datal cab 1 Screen Shots during install Configuring Registry Screen Shots during install WWW CARDVISOR COM PAGE 10 OF 47 Perform Mail Setup four handheld comes with a Mail application that lets you manage messages from your desktop e mail application while you are away from your
25. ages or unresponsiveness Either correct and replace the Ban_VIP database or DELETE IT from the handheld s memory Below is directions on deleting the database Free Memory fe93K of 7936K Free Memory fe93K of F9SGK Category Info x Ban_VIP IK an_VIP 1K CY Term 11K CY Term 11K CV Term Date Book Date Book G Expense HotSync hail Memo Fad Prefs Security From the main Applications Select Delete on the pull Select the Ban_VIP screen select the menu down menu which displays database and select Delete icon which displays a pull a list of files for possible to delete it from memory down menu deletion Database Trouble Shooting Possible Problem Possible Solution Can not create Missing comma s between Check to make sure there are commas between the columns and carriage returns VIP_Banned pdb from fields extra commas in line or at the end of each line i e only four columns per line Ban_VIP_List txt file missing carriage return at end of each line More than one or no carriage Make sure there is only one carriage return at the end of the file return after the last line in Ban_VIP_List txt file Data is incomplete Make sure each line has at least a last name and either a 1 or a O in the status column While creating the Extra carriage returns at the end Just delete extra carriage returns at the end of the Ban_VIP_List txt file and try again VIP_Banned pdb file of the Ban_VIP_List tx
26. ardware Wizard Please wait while the wizard installs the software__ b Handspring USB Setting a system restore point and backing up old files in case your system needs to be restored in the future Screen Shot showing wizard installing drivers from CD WWW CARDVISOR COM PAGE 14 OF 47 Found New Hardware Wizard Completing the Found New Hardware Wizard The wizard has finished installing the software for h Handspring USE Click Finish to close the wizard Cancel ee ee Press Finish r I g Installing Palm Desktop and Synchronization Software setup Synchronization x I You successfully installed the synchronization software Place your handheld in the cradle and press the HotSync button on the cradle to synchronize your data Synchronization backs up your data so you get the most from your handheld After synchronization has finished click Next i Cancel Misan Senn EE COBO Found New Hardware message should appear after pressing Finish WWW CARDVISOR COM PAGE 15 OF 47 Now that the drivers are installed the computer is ready for the first Hotsync The Handheld will probably have a screen stating HotSync Problem The connection between your handheld acomputer and the desktop could not be established Please check your setup and try again ma f a ZZ z a F U 2 ee e UT
27. assume the risk of loss or damage in transit b to prepay shipping charges to the warranty service location and c to use the original shipping container or equivalent ALL EXPRESS AND IMPLIED WARRANTIES FOR THIS PRODUCT INCLUDING THE WARRANTIES OF MERCHANTABILITY AND FITNESS FOR PARTICULAR USE ARE LIMITED IN DURATION TO A PERIOD OF 90 DAYS FROM THE DATE OF PURCHASE AND NO WARRANTIES WHETHER EXPRESS OR IMPLIED SHALL WWW CARDVISOR COM PAGE 46 OF 47 CONTINUE BEYOND SUCH PERIOD EACH PURCHASER UNDERSTANDS THAT THE TOKENWORKS PRODUCT IS OFFERED AS IS TOKENWORKS AND ITS SUPPLIERS ASSUME NO RESPONSIBILITY FOR ANY DAMAGE OR LOSS CAUSED BY DELETION OF DATA AS A RESULT OF MALFUNCTION DEAD BATTERY OR REPAIRS BE SURE TO MAKE BACKUP COPIES OF ALL IMPORTANT DATA ON OTHER MEDIA TO PROTECT AGAINST DATA LOSS 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 OR FOR ANY CLAIM BY ANY OTHER PARTY IRRESPECTIVE OF ANY NOTICE TO TOKENWORKS OF THE POSSIBILITY OF SUCH DAMAGES OR CLAIM THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY ALSO HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE Age Verification Calculation Limitations The CardVisor application is war
28. corrected field ordering in VIP Banned section enhanced VIP Banned database testing section and db conversion files installation Limited Warranty CardTool reader and or CardVisor software TokenWorks Inc hereafter TokenWorks warrants the TokenWorks CardTool reader the CardVisor software and this Manual hereafter jointly or individually the product IN ITS ENTIRETY to be in good working order for a period of 90 days from the date of purchase Should this product fail to be in good working order at any time during this warranty period TokenWorks will at its option repair or replace this product at no additional charge except as set forth below Repair parts and replacement products will be furnished on an exchange basis and will be either reconditioned or new All replaced parts and products become the property of TokenWorks This limited warranty does not include service to repair damage to the product resulting from accident disaster misuse abuse or modification of the product performed without the prior written approval of TokenWorks Limited Warranty service may be obtained by sending the product during the warranty period to TokenWorks Before sending material please obtain a Return Material Authorization RMA number by requesting one from TokenWorks To obtain additional return and contact information visit www tokenworks com If this product is to be returned you agree a to insure the product or
29. ed 4 Failure to communicate Make sure that your desktop computer and handheld device are communicating properly WWW CARDVISOR COM PAGE 18 OF 47 5 Alarms pending If any Calendar To Do SMS MMS voicemail email or other alarms are awaiting a response from you tap on OK 6 HotSync configuration Make sure you have the right cradle cable and your HotSync software is correctly configured Hit the HotSync button on the cradle cable and the following dialog box will display Since this is the first Hotsync there should be no user names so hit the New button Even if there are names already present hit the New button If an existing name is selected then all the data associated with that name will be written to the handheld s memory and all the license data will be saved in the selected user name which may already have other data So hit the New button Enter a New user name use the date e g 032204 instead of a name This will help track subsequent HotSyncs and provide a means to retrieve historical data After creating the new name select it for the user name list and hit OK WWW CARDVISOR COM Select a User Port of Greater BR ralpharena shimelator stimelator_nov 003 sugar daddy A T 0 Curb SC theDOME Tralslnn biT Cancel Profiles a xl Enter a new User name oo Cancel Users ti i x Select a User CardD E a2 test candvigor Casino Pauma charles chimnevsweep
30. ible match list is displayed e Last names must NOT be hyphenated How to Modify the Ban VIP List txt file There are two approaches to modifying this text file The first is to use a simple text editor like NotePad or WordPad to open the file manually insert a new entry at the correct alphabetical location or update an existing entry and save the changes Make sure to follow the constraints requirements listed in the review section below It is important to follow these formatting constraints This approach works well if only minor changes are required If the number of new names to be added is large or significant sorting is required then it may be easier to use Microsoft Excel WWW CARDVISOR COM PAGE 33 OF 47 In the following images the steps required to open sort and save the Ban_VIP_List txt list using Microsoft Excel are provided Note These instructions were written using Microsoft Excel 2000 Start by launching Excel and opening the Ban_VIP_List txt file open Rh i i Look in dbconversion x m gt x Ci ED Tools Open the ban_VIP_list with Microsoft E a Ban_VIP_List txt oe History gt createBanned_VIP_DB bat P csv2pdb exe PN List_inf txt My Documents Since this is a text file Excel should launch the import wizard that will guide m the import process Note Microsoft a Access has a similar import wizard and N these directions will work for Access with ama are ban viP ist txt J ZZ
31. ite www CardVisor com Product Web site SUpport tokenworks com Information in this document is subject to change without notice No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of TokenWorks Inc TokenWorks CardVisor and CardTool are trademarks of TokenWorks Inc Visor and Handspring are trademarks of Handspring Inc WWW CARDVISOR COM PAGE 2 OF 47 Table of Contents ABOUT TEMS DOCUMEN T u a u aa a i Ga s Sia O 2 C OPYPICIIT u A ccuued exes dose E E A T E 2 MABE OO CONTENTS soiorn inann scasaevivswusuesasvaceesncvedeuaic esses cedeusevtiswacesvassadesiinalSausts susie ieavidenssevatessasvidavasavestusl 3 Go DOWNLOADING DATA FROM THE ID SCANNER TO A PcC 4 INSTALLING PC SOMTWART uu uyu aaa a EEEE eee en Ei e AE EEA AR 4 PALM DESKTOP AND HOTSYNC MANAGER INSTALLA TION 4 Do NOT HIT NEXT UNTIL ENSURING THE I WANT TO USE PALM DESKTOP PIM SOFTWARE INCLUDED IS SELECTED 7 STEP 2 FIRST HOTSYNC OPERATION amp SETTING HOTSYNC USER NAME 18 EXPORTING DATA FROM PALM DESKTOP ssisssusinessceduciessidennnsasdisumislyinsioseusancuudiisien sidauabubiniwvneinterdiaieipauinusdeanaeeishonnssseapsbvabatdue
32. kbook in this Format i To keep this Format which leaves out any incompatible features click Yes To preserve the Features click Wo Then save a copy in the latest Excel Format To see what might be lost click Help Microsoft Excel E x AN Do vou want to save the changes you made to Ban _VIP_Lisk cey Cancel ee db conversion File Edit View Favorites Tools Help a Back GA Search Folders 4History s Le x lt re Eil a Ban IF pdb PDB File 8171202 1 19 PM Ban WIP List txt Text Document afr f2002 2 13 PM Pe createBanned_ VIF_DB bat M5 B05 Batch File 8161202 11 16 PM Application 12 13 2000 2 21 4M Text Document Fii4fe002 11 18 AM Microsoft Excel Com 8 7 2002 2 35 PM 2 amp Ban_VIP_List csv 1 object s selected 217 bytes ka My Computer P Directory after saving the new file in CSV format PAGE 38 OF 47 then rename Ban_VIP_List csv to Ban_VIP_List txt After making these changes the directory should look like this C db conversion I csyv2pdb exe List_inf txt The directory should now look like this Open the Ban_VIP_List txt and the contents should look like this Reviewing the Ban VIP List txt file Ban VIP List txt File Edit wiew Favorites Tools Help Back Search L Folders History Ls LD S ep FEE Name Size Type Mdlfied a Ban_VIP pdb Ban_VIP_List_old txt gt fcreateBanned vIP DB bat KB 1 KE 1 KB 468 KB 1
33. lete Command Complete C 5db_conversion echo Hotsync Ban_uIP l pdh in Handspring Visor by Double Clicking it Hotsync Ban_UIP pdb in Handspring Visor by Double Clicking it C gt db_conversion gt DOS window opened when the batch file is executing If there is a problem with the Ban_VIP_List txt an error message will be displayed on the screen The error message may not be displayed long on a fast machine If the Ban_VIP pdb database is not created then open a DOS window change to the database conversion directory by using the ChangeDirectory command CD and run the createbanned_vip_db bat file by typing createbanned_vip_db bat at the command prompt This will keep the window open long enough to read the error message If the conversion utility states there is an error on the number of fields it is likely that there are extra carriage returns at the end of the Ban_VIP_List txt file or missing commas on a line Make corrections to the Ban_VIP_List txt and try again Once completed its time to Hotsync it into the Handspring Visor This will transfer the file to the handheld computer LE lt gl E gt _ a a spira _ ali m 4 E _ Foti FTA Fam eam D gt pla bes T Fae AS LS a TOL VVE iG ha Cee ly j a DA A JC LCAN CAST This section assumes the Palm Desktop software has been installed on the PC See the section titled Step 1 Installing PC Software for installation details To in
34. n the cradle and the Hotsync button is pushed the Ban_VIP pdb file will be transferred into the Handspring Visor assuming it has the same User name as selected above Congratulation on loading your first Ban_VIP database Now it is vital to test the file on the handheld to prevent fatal error messages on the handheld Do not skip this step WWW CARDVISOR COM PAGE 42 OF 47 Testing the Ban_VIP database in the HandHeld After loading a new database its important to test it to make sure that it was properly installed and created Errors in the database will cause fatal error warnings so its important to resolve or remove the database from the handheld s memory Select the Test VIP Banned Database Menu Item The first line states the number of names in the database In this example there are 22 names While testing a Will print out on the screen for each record being tested If all pass then a message similar to this will be displayed If there is a problem it is likely that the last names are not in the proper order The software will stop testing the database as soon as it finds one name out of order If this error occurs review the Ban_VIP_List txt file correct any errors and recreate amp install the database WWW CARDVISOR COM PAGE 43 OF 47 If the database was not loaded then the message shown to the right will be displayed Errors in the Ban_VIP database will cause fatal errors mess
35. net ees ee SE h ee E RPR R NO 2 i pa w Fld Sed at met sme SY PO r HotSync Problem The connection between your handheld computer and the desktop could not be established Please check your setup and try again RAPA Wr ve ss eA Ss IUA Sea R s x AS B N HHH Just hit the OK button on the Handheld to clear this message and then Press Hotsync Button on Cradle again this time the Hotsync process should start and request a User name be selected WWW CARDVISOR COM PAGE 16 OF 47 Select a user Cancel Profiles Help Select the existing User name or create a new one HotSync Progress Statue Restoring handheld databases User 02205 y Cancel Using the existing User name the Hotsync process should start and when complete launch the product registration screen Product Registration DY handspring Register your product now to ensure you ll receive the best customer service and important product information fror Handspring Registering your handheld will include you in pecial offers promotions and programs available in your region when eligible Click Finish to esit the Setup program www handspring com Unclick the Product Registration button WWW CARDVISOR COM PAGE 17 OF 47 Product Registration Register your product now to ensure you ll receive the best customer service and important product information fror Handspring Registering your handheld
36. nnagies 20 DELENG DATA FROM HANDHELD UU L Rn usa abu tetaa nner connate nadia teams ayansuaka A N pakqaqqassq 23 Palm Desktop amp HotSync Manager 24 IMPORTING MEMOPAD DATA TO MICROSOFT EXCEL 26 CARDVISOR II VIP amp BANNED DATABASE CREATION AND USAGE 30 INTC r u u E E 5 5 23 30 DATABASE CONVERSION UTILITY INSTAL TATION sat u l l u a S aus Sus unas a Qua qaa ua asua Gam naq 30 DEXCRPTIONOF BAN VIP LISTIXT FORMAT ZL uuu aaa sett au auqa aun ananta naayaeqGuwasb aquqa qasqa eereteractle eee 31 HOW THE UPABANNBD FEATURE WORKS u L l l u Zula Gu Gusan akaun aquta usun qaq A 32 L iS gt u ee E u ua ee ee eee 33 Notes amp Limitations U 33 HOWTO MODIFY THE BAN VIP DISPETNTII PE ul u l u a 33 REVIEWING THE BAN VIP TS HLE sirsenis aaae aa E Aae E a aa E a iE 39 CONVERT THE BAN VIP LIST TXT FILE INTO A BAN VIP PDB PALM OS DATABASEFILE 40 HOTSYNC THE BAN VIP POB DATABASE scrinio oe ee ec eee ee E a E ee eee E ee 41 TESTING THE BAN VIP DATABASE IN THE HANDHELD 43 DATABASE TROUBLE SHOOTING wrscacstecicsssccctceceiscscetasivbucccuncecarsucescasatbaccenest
37. nold 1 simpson o 0 smith John 123456 0 Waba John O1231234 0 Zah kKevin header titles Ban_VIP_List txt opened in Notepad Make sure there is only one Carriage return at the end of the file Below is an example of an extra carriage return and correct number of carriage returns would look like li Ban_ IP_List txt Notepad O x li Ban_ IP_List txt Notepad O x File Edit Format Help Send File Edit Format Help send Ali muhammad 1 Ali Muhammad 1 1 Bacon Kevin 1 Harding Ue aa 3351212 1 Knievel Evel 5551212 1 Mason charles 0 Mason charles o Montana Joe 1 Namath Joe 1 Namath Joe 1 Roberts julie RT122111 1 Roberts Julie RTL22111 1 Rodman bennis 0 Rodman Dennis schwarzenegger Arnold 1 Schwarzenegger Arnold 1 simpson 0 J 0 simpson 0 J 0 smith John 123456 Q mith John 123456 Q Extra Carriage Return Correct Number of Carriage Returns Example of an extra carriage return after the last record There should be only one carriage return as shown on the right Delete extra returns or conversion routine will not process the Ban_VIP_List txt file Convert the Ban VIP LIST txt file into a Ban_VIP pdb Palm OS database file The next step is to run the conversion utility that creates the Palm Data Base PDB file This step uses a batch file to transform the Ban_VIP_List txt into a Palm OS database file which has a PDB extension The batch file name is
38. ocument WWW CARDVISOR COM PAGE 47 OF 47
39. on Press Date Book key amp Swipe a License to confirm proper operation O1BWNE Next put the handheld back in the Users 54 seconds until dismissed x HotSync cradle and hit the HotSync button When the Select a user screen displays hit the New button and enter a name using a date format e g MMDDYY or 083005 If there are multiple handhelds being synchronized the label them A B C thru Z and append the same character to the HotSync name e g O83005A or O83005B Select a user Port of Greater BR ralpharena Cancel stimelator stimelator ros 2003 T 0Curb_ SC Profiles theD OME Trailslan_MT Help aa WWW CARDVISOR COM PAGE 23 OF 47 Do not pick an old existing name as the New User an xj Hotsync manager will then push the old sss transactions into the handheld Just enter the current date e g 083005 when the Cancel New User form is displayed By using this date format for the HotSync name the transaction data for a specific time frame can be accessed by selecting the HotSync user name in the Palm Desktop top right corner of the Main Palm Desktop screen Deleting Data via Palm Desktop amp HotSync Manager 1 Open the Palm Desktop Application 2 Select the Hotsync User name for the PDA you d like to delete the data from If you have multiple hotsync names for the same PDA select the one used during the last Hotsync 3 Select
40. on the main screen to record the person s status Once that data is transferred to a PC their license number may be added to the existing VIP Banned list Alternatively you can open the MemoPad application scroll the appropriate memo and manually append a note to this person s swipe data indicating their VIP or Banned status See the section titled Tip Adding Notes to Swipe Data Alternate to Append Note button WWW CARDVISOR COM PAGE 32 OF 47 lf there is an exact match on the last name and driver license number the confirmed match list will be displayed Again the far right column will contain the Status of the individual Banned VIP bar staff etc Status Codes Printed Message in Bold Printed Message inBold Banned Not allowed 5 1 VIP Very Important Person CheckID Check this Owes Owes Money new code as of S 0 S Call a supervisor Member Member in good standing ID in detail 911 Call the Police k RFU Reserved for Future Use June 2005 release RFU Reserved for Future Use BarStaf Bar Staff Any other value results in an Unknown status message Notes amp Limitations e Thelastname comparison is NOT case sensitive Capitalization does not matter in the database e The software will display up to 6 people with the same last name on the possible match list The latest version of software allows scrolling through the VIP Banned list by using the up down arrows or scroll buttons once the poss
41. op and Synchronization Software Setup i preparing the InstallShield Wizard which will guide you through the rest of the setup process Please wait Welcome to the InstallShield Wizard for Palm Desktop and Synchronization Software The InstallShield Wizard will install Falm Desktop and Synchronization Software on your computer To continue click Hert www handspring com jl Cancel Hit Next WWW CARDVISOR COM PAGE 6 OF 47 If Microsoft Outlook is installed on the PC the following dialog box will be display It is vital that Outlook is NOT selected at this point Do NOT hit Next until ensuring the I want to use Palm Desktop PIM software included is selected Microsoft Outlook Detected Personal Information Manager PIM software lets you use your computer to manage the same Information you store on your handheld Using the synchronization software you can spnichronize your Pik data with your handheld want to use Microsoft Outlook want to use other PIM software such as Lotus Notes or ACT or existing third party suinchronization software visit waw handspring com For more Info This CO includes synchronization software for Palm Desktop and Microsoft Outlook To use another PIM wou need to install the synchronization software for that PIM alter Setup finishes After you make a selection click Nest to continue Back Cancel Switch to I want to use Palm Desktop Selecting Outlook will
42. ower bit density than tracks 1 and 3 and less sensitive to damage Track 2 has the driver s license number date of birth and expiration date If the name does not appear on the screen it is possible that Track 1 has become unreadable while track 2 is still readable Note The software must be able to read track 2 information to display the age and card status For licenses with 2D bar codes make sure the bar code is not damage and that all foreign material is removed before reading The level of error correction incorporated into the bar code varies between states so some states will scan with quite a bit of damage while others will fail with minor damage Document Information WWW CARDVISOR COM PAGE 45 OF 47 EVOLUTION OF THE DOCUMENT UM 110702 CC RO 11 07 2002 CC Removed CardvVisor Ill material from CardVisor Manual to create CardVisor amp Il manual and this document UM 110702 CC R1 12 19 02 CC RawData Category Button Preferences Hard Reset Trouble shooting chart Exporting data from Palm Desktop UM 110702 CC R2 1 20 03 CC Adding notes to swipe data e g Banned VIP indicator phone email info Graffiti table UM 110702 CC R3 3 21 04 CC Updates for new VIP Banned categories CV III feature Append Note Feature CV III feature and non duplicate subsequent swipe feature UM 110702 CC R4 8 21 05 CC Enhanced data download deletion section Added PIN code protection section Added Anti Pass Back section CV IV feature
43. p 4 m Be worksheet mi E B 7 U pra De Notice all cells are highlighted in a u blue gray after clicking this square s ee _ El Microsoft Excel Ban_ IP_List txt E Eile Edit View Insert Format Tools Data Window Help Hit the Sort Ascending Button S A m m o to sort by last name Shown is the spreadsheet after Sort Notice Waba and Zah have been moved to bottom 4 p P Ban _VIP List Ready Bum 123463 NNM g Select the File gt Save As menu item and then select the save as type to be CSV Note Make sure it says csv in the save as type box WWW CARDVISOR COM PAGE 37 OF 47 Hit Yes when this message appears Then exit Excel Before existing Excel will generate this message Just hit no when this message is received The file was already saved The directory should now look like this Notice the original Ban_VIP_List txt file and the new Ban_VIP_List csv file The next step is to rename the Ban_VIP_List txt file to something like Ban_VIP_List_old txt and WWW CARDVISOR COM 2x Save in db_conversion x tes Q xfi gt Tools J SQ x History ao My Documents Desktop y Favorites Ban_ IP_List csv ie My Network Places Save as type Patt iteirae see ua File name Cancel Microsoft Excel E x Ban _VIF_List cs may contain Features that are not compatible with CS Comma delimited Do you want to keep the wor
44. ranted to read the date of birth information encoded on the machine readable magnetic or 2D bar code stripe and display the current age based on current date time information contained in the handheld computers real time clock RTC It will also read other information on the stripe and present it to the operator It should be understood that the displayed age may differ from the actual age of the person presenting the card for any one of a number of reasons Among the most likely are the card does not belong to the person presenting it the encoded machine readable stripe has been altered the date of birth presented to the issuing authority was misrepresented the issuing authority mis encoded the date of birth on the card the handheld computer real time clock is not set to the current date time The above list of reasons is not exhaustive State and Local Privacy Laws Ordinances or Rules some states and local government units regulate who how and what information from a driver s license can be electronically viewed or recorded Check with the authorities in your jurisdiction before using the CardVisor product Purchaser is wholly responsible for insuring full compliance with the laws of the jurisdiction wherein the product is to be used TokenWorks fully disclaims any liability for any loss damages or untoward circumstances that may arise from the inappropriate use of the product or of the data retrieved through its use End of D
45. ric Text One digit Numeric String String Zero O for Banned One 1 for VIP etc see chart below for other values WWW CARDVISOR COM PAGE 31 OF 47 J Ban_ IP_List txt Notepad Ioj x File Edit Format Help send Ali muhammad 1 Bacon Kevin 1 Harding Tonya 0 Knievel Eyel 5551212 1 Mason Charles a Namath Joe 1 Roberts julie RTL22111 1 Rodman Dennis 0 schwarzenegger Arnold 1 Simpson a smith a 123456 QO Sample File provided on CD Shown above is the sample file provided on the CardVisor CD Notice some entries do not have a license number but that each line has 3 commas on it The first name and driver license numbers are optional but recommended How the VIP Banned feature works After a card is swiped and the last name has been decoded a last name search is performed in the VIP Banned database lf there is a match on the last name then the software will determine if the driver license numbers match If there is one or more last names that match and none that matches the license number then the possible match screen will be displayed Only names without a license number will be displayed on the possible match list those with license numbers are omitted If the person scanned is actually on the list without a license number then now is the time to append a note to the swipe data indicating their status Hit OK to clear the screen and use the append notes feature
46. rl 5 Then from the main File lt i wa menu select the Export diw Sort By Order on H option Import Export i Fa cen WORKS 901 w JEFFERSON ST PHDENIZ A age Up a paar i Palm Desktop gt File gt aa RKS 301 w JEFFERSON 5T PHDENIZ AZ x NWORKS 301 w JEFFERSON ST PHOENIZ VORKS 301 w JEFFERSON ST PHOENIZ Ag BOB TOKENWORKS 901 w JEFFERSON ST PHOENIZ Az GEORGE TOKENWDRK5 301 W JEFFERSON ST PHDENI HELEN TOKENWORKS 901 w JEFFERSON ST PHOENIZ EVA TOKENWORKS 3901 W JEFFERSON ST PHDENIZ AZ ALICETOKENWORKS 901 w JEFFERSON ST PHDENIZ CHARLES TOKENWORKS 301 w JEFFERSON ST PHOER JEFF TOKENWORKS 301 W JEFFERSON ST PHOENIZ A TONY TOKENWORKS 901 w JEFFERSON ST PHDOENIZ MAGRLIDER TOKENWORKS 901 w JEFFERSON ST PHO Export This will launch the Export As window that determines the file name format and storage location WWW CARDVISOR COM PAGE 21 OF 47 Export As Window First select the file Export My Documents folder in the Export Window where the file A should be saved Use pense the Pull Down arrow to Rapes ki change directories Ps punni EN Be q util Re Logitech Gallery SCA web templates c Then Set the Export type as Text txt as Wm x gt the file Export type File name testoardvisorcategory txt Then set the Range for Currently selected Export type Text txt Cancel records Range
47. ssccnstestwancdatiaceibestevastaistessanvevecscavaviveeceltivens 44 ENCODED STRIPE MAGNETIC amp BAR CODE FORMATS amp RELIABILIT Y 45 PORAT u E E E E A E E AT 45 PILLI aa A A au 45 DOC UMEN TINTOR ATION au m unu 45 LIMITED WARRANTY CARDTOOL READER AND OR CARDVISOR SOFTWAFRE 46 AGE VERIFICATION CALCULATION LIMITATIONS cccccccccssscessssccesscscessesscessssscesssscessessceesesecesesecesssscessesseesssecesssssessesecesesess 47 STATE AND LOCAL PRIVACY LAWS ORDINANCES OR RULES cccccssssssccessssssssccscsessssssssscsessssseessecsseesssssssscsssessssssseseseeees 47 WWW CARDVISOR COM PAGE 3 OF 47 Downloading Data from the ID Scanner to a PC Installing PC Software s The Palm Desktop Application is on the Green Handspring CD and is ae to transfer data between the PC and the Handspring Visor handheld computer The Palm Desktop application has the same applications found on the handheld device The MemoPad application is where the swipe transaction data is store Also installed with the Palm Desktop is a programmed called the Hotsync Manager whose icon looks like this and will appear in the system task tray located in the bottom right corner of the PC screen when running It must be running i e displayed in the system tray to perform a Hotsync The latest version of the Palm Desktop is version 4 0 1 for Windows and 4 0 for Mac
48. stall the Ban_VIP pdb file on the Handspring Visor Just click on the Ban_VIP pdb file and the following dialog box will be launched If it doesn t then launch the Palm Desktop application and use the install feature by either q D K clicking on the install icon E or select View gt Install from the main menu Either should launch the Install Tool dialog box shown below WWW CARDVISOR COM PAGE 41 OF 47 s Install Tool E x User charles bi File s listed below will be installed on Your handheld the next time you perform a HotSync operation dd Ban VIF pdb Remove rtf Done Tips ac Find other applications to install on your handheld at http ai handspring cor The 4dd button looks first in the 400 08 folder Inside your C PROGRAM FILESSHANO SPRING folder This folder is a convenient place to store downloaded handheld files Install Tool dialog box launched by clicking on Ban_VIP pdb Once this dialog box displays make sure the User name corresponds to the appropriate handheld Selecting the wrong User name sends the file to a different handheld during the Hotsync process After verifying the Hotsync User name hit Done The following dialog box will display after done is clicked Install Tool x Hest time you perform a HotSync operation the listed File s will be installed on your handheld Cancel That s it Next time the Handspring Visor is put i
49. t file receiving the error on the number of fields Person not being Database not in proper order Test database using Test VIP Banned Database Menu Item and if out of order found in database recreate and reinstall database The driver s license number for Compare the driver s license number captured for the license open Memo in the person does not match the MemoPad If different with number stored in database either remove number one in the database from database this will cause them to be displayed on the possible match screen or update their license number with the same number captured by CardVisor this will cause them to be displayed on the confirmed match screen Database not loaded Test database using Test VIP Banned Database Menu Item and if out of order recreate and reinstall database More than six people with same Enter the driver s license number captured for this person captured Memo in last name and no license MemoPad into the database This will cause them to be displayed on the numbers Confirmed match screen WWW CARDVISOR COM PAGE 44 OF 47 The Status field is nota 1 ora Review the status field for this person and ensure there is a 1 or O character in 0 the field Any other character will cause the record to be ignored Person has wrong Status field not set correctly If the status field is 1 the person will be categorized as VIP if it is any other value status e g 55
50. the MemoPad icon left side of screen You should see the Memos appear on the main screen 4 Go to the Edit Menu item click on select gt All This will highlight ALL the Memos Or you can click on one Memo and which holding down the mouse key drag down across the Memos you d like to delete 5 Go to the Edit Menu and click on Delete or just hit the Del key on the keyboard The following screen will appear Delete Memo Pad Items h x 2 Delete the selected Memo Pad itern z Z Archive deleted itern s at next HotSync operation Cancel Help 6 Assuming the data has already been exported to a text file it is not really necessary to Archive deleted items at next HotSync so uncheck this box lf the data was not exported to a text file the leave it checked Then perform another HotSync with the PDA having the same HotSync name as selected in step 2 8 This will erase the data on the PDA If the Archive deleted items at next HotSync was checked then archive files CardViso MPA amp RawData MPA will be created in the MemoPad directory for that Hotsync name See below WWW CARDVISOR COM PAGE 24 OF 47 Pree File Edit View Back A Search Uy Folders 4 Po DE A E C Program FilesiHandspringiScanneimeropad Favorites Tools Help Modified memopad bak memopad dat Unfiled MFA El Cardviso MPA ElRawData MPA Frobe Document 5 30 2005 8 18 PM 5 30 2005 8 18 P
51. will include you in pecial offers promotions and programs awallable in your region when eligible Register online now Click Finish to esit the Setup program Click Finish Congratulations you ve installed the PalmDesktop Hotsync manager and performed the first Hotsync Step 2 First HotSync Operation amp Setting HotSync User Name Assuming the Palm Desktop software has been installed and that the HotSync manager is running look for Hotsync icon G in system tray located in bottom right of the screen it is time to perform the first HotSync which will syncronize the data between the handheld and the Palm Desktop Place the handheld in the HotSync cradle or connect it to the PC with a HotSync cable and follow the directions on the next page If the HotSync window does not open on the Desktop computer perform each of these steps in order After each step try to synchronize If the HotSync operation succeeds the problem is resolved and don t try the next step 1 Is HotSync Manager on Before you can synchronize this software needs to be running Turn it on if necessary by going to the Handspring folder and double clicking on it 2 Perform a soft reset on the Handheld This is a great trick for solving a number of problems See the hardware reference guide for details 3 Disconnect your device from the HotSync cable or cradle and connect it again Don t press the HotSync button until the device is fully connect
52. y is created with 5 files shown below This new directory is the database conversion directory Modified g Ban _vIP pdb PDB File 7 23 2002 4 56 PM B Ban IP List txt Text Document Tlealz00z 4 56 PM gt createBanned VIP_DB bat MS DOS Batch File Fii4i2002 11 52 AM Pl csv2pdb exe Application 12 13 2000 2 71 4M List inf tok Text Document 7114712002 11 18 AM 1 object s selected 141 bytes ka My Computer Directory after unzipping db_conversion files Ban_VIP pdb Palm OS database file which gets installed into I handed ooo on S BAN_VIP_List txt Contains the customer data names license status CreateBanned_VIP_DB bat Batch file that calls csv2pdb exe using ees pVPLstot a Csv2pdb exe Creates Ban_VIP pdb when called by batch file List_inf txt File Descriptor do not modify The Ban_VIP_List txt text file contains the raw data that is converted into the Ban_VIP pdb Palm OS database Do not rename this file as the batch file looks for a file by this name when creating the Ban_VIP pdb file This is the file which will be updated with your customer data Description of Ban VIP List txt format Each entry in the VIP Banned list has four fields the first name the last name the driver license number if known and the member status Field 1 Field 2 Field 3 Field 4 Required Reqcommeded Recommended Required Last Name First Name Drivers License Status Number Text String Text String Alphanume
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