CardVisor® ID Scanner Hardware User Manual
Contents
1. CardVisor ID Scanner Hardware User Manual 3511 Silverside Rd Suite 105 Wilmington DE 19810 Phone 800 574 5034 www CardVisor com Product Information Support TokenWorks com www lokenWorks com Company Information Revision 1 0 August 2005 About This Document This document describes how to use the CardVisor ID hardware The first part of the manual applies to all versions of the product The latter part contains specific instructions for customers with the 2D Bar Code Reader Cradle This document should be used in conjunction with the Handspring Visor user manual on the Handspring CD or available on line at Handspring com and the CardVisor software User manual that details installation and use of PC data transfer software What s in the box Magnetic Stripe Reader Only Version 1 CardTool Reader with CardVisor software installed in flash memory Handspring Visor Handheld computer USB HotSync cradle Green Handspring CD with Palm Desktop software and HotSync Manager TokenWorks White CD with User Manuals and VIP Banned list utilities Two AAA alkaline batteries oO O1B WN Bar Code Reader amp Magnetic Stripe Version 1 CardTool Reader with CardVisor software installed in flash memory 2 Bar Code Reader Cradle with AC charging adapter 3 Handspring Visor Deluxe or Handspring Visor Pro Handheld computer 4 USB HotSync cradle or USB Hotsync charging Cradle with AC2. Code Connecting Bar Code Reader Cradle to PC for HotSyncing CardVisor Hardware Manual Page 3 of 32 S DN A AM A HR W NNN N a Ros a W Ww mo A ARA pd p p J AA O KPV bo NNN N WwW N N S amp S OO N N bo A WA N hr Battery 26 Charging the Bar Code Reader Cradle 26 Battery Life of Bar Code Reader Cradle 26 Charging the Handspring Visor Pro optional in the Bar Code Reader Cradle 26 Trouble Shooting related to Bar Code Reader Cradle 27 Copyright 28 Limited Warranty CardTool reader and or CardVisor software 28 Age Verification Calculation Limitations 29 State and Local Privacy Laws Ordinances or Rules 29 Graffiti Table 30 Handspring Visor Button amp Icon Layout Shown are the buttons oe and icons referred to Applications VISO r organizers i throughout this manual icon ASA yh N Findicon Calculator icon icon and Memo Pad button The power button Menu icon is to the left of the Date Book button Contrast control Date Booka Address Book Memo Pad Up amp Down To Do List scroll buttons CardVisor Hardware Manual Page 4 of 32 Inserting the CardTool To insert the CardTool align the unit with the Handspring expansion slot see figure 1 and gradually insert the unit It should insert smoothly until it makes contact with the expansion slot stops Do not force the unit into the expansion slot If resistance is significant withdraw CardTool and ensure there are no foreign
3. Swipe Data via MemoPad After a license has been swiped it is possible to add one or more comments that will be uploaded to one or more columns in the Excel spread sheet This is a great way for CardVisor IIl amp IV clients to mark a customer as a VIP or Banned individual It is also an easy way to record additional fields such as email addresses or phone numbers Whenever the Excel import wizard sees the character it puts the following data into the next column of the spreadsheet At the end of each parsed string CardVisor Category Memo there is the carat character Just tap the stylus at the end of the line and start making notes Notes can be made using the keyboard or via Graffiti see Graffiti chart in this manual Insertion point showing cursor Adding data to a Memo entry using after last carat character the Keyboard instead of Graffiti CardVisor Hardware Manual Page 11 of 32 Memo entry after adding VIP to Memo entry after adding VIP amp email the end of the string address to the end of the Note character between fields Additional columns can be added to the spreadsheet by appending additional characters See the Graffiti chart on how to write this character Note It is not necessary to have a carat symbol as the last character in the memo Excel will put the last field in the proper column with or without a carat symbol at the end Appending Notes to License Data CardVisor Ill fea
4. USA www lokenWorks com Company Web Site www CardVisor com Product Web site SUpport tokenworks com Information in this document is subject to change without notice No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of TokenWorks Inc TokenWorks CardVisor and CardTool are trademarks of TokenWorks Inc Visor and Handspring are trademarks of Handspring Inc Limited Warranty CardTool reader and or CardVisor software TokenWorks Inc hereafter TokenWorks warrants the TokenWorks CardTool reader the CardVisor software and this Manual hereafter jointly or individually the product IN ITS ENTIRETY to be in good working order for a period of 90 days from the date of purchase Should this product fail to be in good working order at any time during this warranty period TokenWorks will at its option repair or replace this product at no additional charge except as set forth below Repair parts and replacement products will be furnished on an exchange basis and will be either reconditioned or new All replaced parts and products become the property of TokenWorks This limited warranty does not include service to repair damage to the product resulting from accident disaster misuse abuse or modification of the product performed without the prior written approval of TokenWorks Limited Warranty service
5. adapter Pro Version SC 2000 USB Hotsync cable Green Handspring CD with Palm Desktop software and HotSync Manager TokenWorks White CD with User Manuals and VIP Banned list utilities Two AAA alkaline batteries and wall charger with four 800mAh AAA rechargeable batteries non Pro Version 0O N OD Ol CardVisor Hardware Manual Page 2 of 32 Table of Contents About This Document What s in the box Magnetic Stripe Reader Only Version Bar Code Reader amp Magnetic Stripe Version Table of Contents Handspring Visor Button amp Icon Layout Inserting the CardTool CardVisor Application Installation Main Screen Description Swiping a Magnetic Card CardVisor Options Menu Age Threshold and Alarms Memo Pad Protecting ID Scanner Data Tip Appending Notes to Swipe Data via MemoPad Appending Notes to License Data CardVisor II feature CardVisor IV Anti Card Pass Back Automatic Anti Pass Back Database Management CardTool Removal Maintenance and General Care Resetting the Handheld Performing a soft reset Performing a Hard Reset Power Down Reset AAA battery devices only Battery Life Trouble Shooting Handheld Computer amp Magnetic Stripe Reader For ID Scanners with Bar Code Reader Cradle Parts Diagram Bar Code Reader Cradle Controls Diagram Inserting Handheld into Bar Code Reader Cradle How to scan a Driver s license with a 2D Bar Code How to scan a Driver s license with a 2D Bar
6. have enough power to turn on the Visor 3 When you remove the batteries the built in backup power of your handheld maintains memory data for a period of up to one minute Whenever you remove the batteries replace them immediately If you encounter any difficulties in the course of battery replacement reinstall the original batteries and wait a few minutes for the backup power to recharge 4 If you leave drained batteries in your handheld for an extended period of time you will lose all of the stored data If you install used batteries in you handheld the handheld may lock up If this happens replace the batteries with new ones and reset your handheld See Resetting the handheld section of this guide for details After you reset your handheld perform a HotSync operation to restore the data from your desktop computer 5 For Handspring Visors with built in rechargeable Lithium lon batteries Prism Edge Pro return the unit to the charging base or bar code reader cradle under AC power whenever not in use Note This ensure these models get their batteries constantly topped off 6 For Handspring Visors using alkaline batteries consider purchasing rechargeable NiMH AAA batteries A list of batteries chargers is provided on the TokenWorks web site in the support section CardVisor Hardware Manual Page 18 of 32 Trouble Shooting Handheld Computer amp Magnetic Stripe Reader Possible Problem Possible Solution Unit does not
7. may be obtained by sending the product during the warranty period to TokenWorks Before sending material please obtain a Return Material Authorization RMA number by requesting one from TokenWorks To obtain additional return and contact information visit www tokenworks com If this product is to be returned you agree a to insure the product or assume the risk of loss or damage in transit b to prepay shipping charges to the warranty service location and c to use the original shipping container or equivalent ALL EXPRESS AND IMPLIED WARRANTIES FOR THIS PRODUCT INCLUDING THE WARRANTIES OF MERCHANTABILITY AND FITNESS FOR PARTICULAR USE ARE LIMITED IN DURATION TO A PERIOD OF 90 DAYS FROM THE DATE OF PURCHASE AND NO WARRANTIES WHETHER EXPRESS OR IMPLIED SHALL CONTINUE BEYOND SUCH PERIOD EACH PURCHASER UNDERSTANDS THAT THE TOKENWORKS PRODUCT IS OFFERED AS IS TOKENWORKS AND ITS SUPPLIERS ASSUME NO RESPONSIBILITY FOR ANY DAMAGE OR LOSS CAUSED BY DELETION OF DATA AS A RESULT OF MALFUNCTION DEAD BATTERY OR REPAIRS BE SURE TO MAKE BACKUP COPIES OF ALL IMPORTANT DATA ON OTHER MEDIA TO PROTECT AGAINST DATA LOSS CardVisor Hardware Manual Page 28 of 32 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
8. power Visor is stuck in Try soft reset turn over Handspring Visor so that you can see the back of it up Screen Blank power down mode Using the reset tool an unfolded paper clip or a similar small blunt tipped object gently press the reset hole on the back See the Resetting the Handheld section Batteries are low or Replace the batteries and try soft reset If this does not work try different dead batteries followed by another soft reset If unit still does work try hard reset If a hard reset does not work then try a Power Down See the Resetting the Handheld section Batteries on Visor Reinstall batteries correctly Make sure the and signs on the batteries are installed line up with the signs on the inside of the battery compartment Note if incorrectly batteries were mis installed then remove batteries wait 20 minutes for internal capacitor to discharge and reinstall Hardware failure Contact TokenWorks Technical support Note if Handspring Visor not purchased from TokenWorks then contact Handspring technical support at www handspring com CardVisor is not Magnetic stripe is Clean stripe with soft cloth decoding swiped dirty cards j swipe Magnetic Card may Try another card again displayed be damaged CardTool is hung Run Reset menu item from main menu If still experiencing problems perform soft reset with stylus or paper clip See the Resetting the Handheld section Magnetic Card may Ensure car
9. this document for additional details The here here Test VIP Banned Database item is present in The Graffiti writing area is divided into two parts one CardVisor it amp IV and should be run whenever a new for writing letters and one for writing numbers The i little abc or 123 at the bottom corners of the Banned VIP database is loaded into the handheld Graffiti writing area tell you where to write letters or numbers You can also tap the abc or 123 to bring up the onscreen keyboard CardVisor Hardware Manual Page 7 of 32 Age Threshold and Alarms The Age Threshold and Alarm screen configures at what age CardVisor will alarm at and what alarm sound will be played There are six sounds available for the under 18 under 19 under 20 under 21 and expired license conditions After selecting a new sound CardVisor will play it before updating the display The Expired alarm may not be disabled only the alarm sound may be changed The Happy Birthday song may be disabled by un checking the check box If checked one may select either the long or short version of the Happy Birthday The Visual indication of a birthday will be displayed on the main screen status line If the Age YYMMDD item is checked then the age will be displayed in years months and days This allows one to see how close somebody s birthday is and wish them a pre happy birthday If un checked then the age is displayed just in years Under 18 and U
10. time and date Note A hard reset does not delete the current date and time It does restore other settings to the factory default CardVisor Hardware Manual Page 16 of 32 Power Down Reset AAA battery devices only A power down reset erases all the data on your device including a few settings like date and time which are untouched by a hard reset By removing your AAA batteries you allow the capacitor to drain essentially returning your device to its factory state A power down reset is only for devices that use AAA alkaline batteries i e nota rechargeable handheld Warning A power down reset will erase everything on your device except the CardVisor program which is stored in the CardTool reader All your data will be removed and formats preferences and other settings are restored to their factory default settings Don t perform a power down reset unless you ve backed up your data or you re willing to lose everything A POWER DOWN RESET WILL ERASE ALL TRANSACTION DATA Remove the AAA batteries from the back of your handheld Leave the batteries out of the handheld for at least 30 minutes Perform five or more soft resets in a row even if the screen does not appear to turn on 4 Insert the batteries If you have any doubts about how old your batteries are replace them with new AAA alkaline batteries preferably a good brand optimized for low drain devices 5 If your device doesn t automatically turn on when
11. to read License skewed Try reinserting and removing license while ensuring it tilted during insert goes in and comes out without tilting or skewing card Li Ion Battery low Plug wall adapter into bar code reader cradle power Jack License withdrawn Wait for red LED to stop flashing before withdrawing from reader too license soon No 2D barcode or Make sure there is a 2D bar code and that it is facing 2D bar code not the PDA A 2D bar code looks like this TEAR AN J Foreign object in Try to clear objects by holding reader upside down and slot gently shaking Do not insert metal objects or other objects to clear slot A is broken Contact TokenWorks for A S Bar Code Reader baant lon Battery is Dibannainmaaaina wall adapter into bar code reader cradle power does not turn on dead jack when Bar Code version of CardVisor PDA not positioned Remove and Reinsert Handspring Visor PDA is run i e address properly in bar code book button reader cradle Bar Code reader Look for Scan a drivers license message at the version of CardVisor bottom of the screen after hitting the address book not running button If not present re associate the CrdVsr2D application with the address book button See Configuration Tip Front Buttons section of this manual S Reader is broken Contact TokenWorks for support CardVisor Hardware Manual Page 27 of 32 Copyright 2002 gt 2005 TokenWorks Inc Printed in the
12. update How to scan a Driver s license with a 2D Bar Code 1 Press the Address Button see figure CardVisor Bar Code application will display Scan a bar code license at the bottom of the screen and the Red amp Green LEDs will light on the bar code scanner and it will Sound 3 beeps 2 Wait for the Red LED to go off and just the Green LED to be lit 3 Insert the Driver s license into the bar code reader dunk slot with the bar code facing the PDA Make sure the license is fully inserted 4 The Red LED will start flickering Wait for the Red Led to stop flickering and remove the license with a smooth continuous motion 5 If the card was decoded properly the bar code reader will beep and shortly thereafter the display will update If not try inserting amp removing the license until you hear the single good read beep Tip Try a scans to get the feel and timing of the bar code reader It isn t always necessary to wait for the Red LED to stop flickering The scan time depends on the amount of data and the condition of the bar code Some licenses can be read as fast as the license can be fully inserted and withdrawn CardVisor Hardware Manual Page 24 of 32 Connecting Bar Code Reader Cradle to PC for HotSyncing There are two HotSync methods provided The original method which involves removing the Handspring Visor from the Bar Code Reader cradle and placing it into the desktop HotSync Cradle Directions for this are
13. you insert the batteries or if once it turns on the date and time have not been reset you haven t successfully performed a power down reset Try the steps above again Wait a little longer this time before inserting the batteries and perform a few more soft resets while the batteries are out 6 After a successful power down reset you ll need to perform all the steps associated with setting up the device like setting the time inserting the CardTool reader etc W Ne Battery Life for Handheld Computer The CardTool uses the battery power from the Handspring Visor handheld computer If you leave the module installed and use it everyday you can expect a fresh set of alkaline AAA batteries to last about 2 3 weeks or 6000 swipes whichever comes first To conserve battery life remove the CardTool from the Visor when not in use 1 If the batteries become low in the course of normal use an alert appears on the handheld screen describing the low battery condition If this alert appears perform a HotSync operation to back up your data before you replace the CardVisor Hardware Manual Page 17 of 32 batteries This helps prevent accidental data loss 2 When replacing the batteries begin by turning your handheld off so there is no screen display Never remove the batteries while your handheld is turned on When replacing the batteries always use new alkaline batteries Batteries from other devices TV remote etc will not
14. C_Pro CV_III_BC_Pro CV_IV_BC_Pro Package includes CardVisor software loaded into the CardTool magnetic card reader a Handspring Visor Pro handheld computer the Bar Code Reader cradle with AC adapter a USB Hotsync charging Cradle with AC adapter Palm Desktop application for Windows or Macintosh SC 2000 USB Hotsync cable CardVisor CD and documentation Parts Diagram Bar Code Reader Cradle Drivers License Insertion Slot Bar Code Reader Reader Insert with Bar Code facing forward Cable Tie Down Slot Security Cable Micro Slot One on each side Charger LED Power Jack 10 12 Volts DC CardVisor Hardware Manual Page 21 of 32 Controls Diagram Red Scanning LED Bar Code Dunk Insert Slot Green Ready LED Bar Code Reader Magnetic Swipe Slot CardTool Magnetic Card Reader Handspring Visor Handheld Comput Scan Bar Code Buttony andheld Computer scan Magnetic Stripe Button 4 Display License Data Button Power amp Back Light Button CardVisor Hardware Manual Page 22 of 32 Inserting Handheld into Bar Code Reader Cradle 1 Assuming the CardTool reader is already installed in the expansion slot of the Handspring Visor PDA create a small gap of about 1 16 between the CardTool reader body and the top of the Handspring Visor PDA by pulling the CardTool reader out of the expansion slot This will allow space for the steel tie down cable to fit in the gap 2 Ens
15. OF THE USE OF OR INABILITY TO USE SUCH PRODUCT OR FOR ANY CLAIM BY ANY OTHER PARTY IRRESPECTIVE OF ANY NOTICE TO TOKENWORKS OF THE POSSIBILITY OF SUCH DAMAGES OR CLAIM THIS WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY ALSO HAVE OTHER RIGHTS WHICH VARY FROM STATE TO STATE Age Verification Calculation Limitations The CardVisor application is warranted to read the date of birth information encoded on the machine readable magnetic or 2D bar code stripe and display the current age based on current date time information contained in the handheld computers real time clock RTC It will also read other information on the stripe and present it to the operator It should be understood that the displayed age may differ from the actual age of the person presenting the card for any one of a number of reasons Among the most likely are 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 u
16. ated it may be thicker 2 EXAMINE The photo and physical description They should match the person handing you the ID The expiration date You CANNOT accept an expired ID The birth date Do your math Are they 21 Whether or not the ID is a duplicate If it is ask for another form of ID The state logo If it s partially missing or appears altered the ID might be fake The hologram Is ita genuine hologram or a basic hologram added to a fake ID The card s reverse side lettering Some ID makers neglect the back side of the ID Look for blurred lettering or a cut out piece of paper Whether it is an out of state license Use an ID checking guide when you re looking at an unfamiliar license 3 ASK About basic information on the card such as the birth date middle initial zip code age etc For a second form of ID People with fakes rarely carry back up identification 4 RETURN If you are satisfied that the proof of age is valid you may permit the individual to be served If you re not convinced however do not serve them CardVisor Hardware Manual Page 32 of 32
17. d is being held flush to base of card track during swipe Try swiping be miss aligned at different speeds in a different direction holding the card at different during card swipe locations or changing the orientation of the Handspring Firmware memory Remove and reinsert CardTool reader If CardWelcome application requires reflash automatically reflashes firmware then this probably will resolve the problem If not Remove and reinsert CardTool reader again Do not hit OK button to launch CardVisot but instead select pull down menu icon below house icon in graffiti area and tap on reflash now menu item This will force a firmware reflashed CardVisor does not respond to card swipe and does not display Swipe A Firmware memory Remove and reinsert CardTool reader If CardWelcome application requires reflash automatically reflashes firmware then this probably will resolve the problem If not Remove and reinsert CardTool reader again Do not hit OK button to launch CardVisot but instead select pull down menu icon below house icon Card message in graffiti area and tap on reflash now menu item This will force a firmware when first reflashed launched CardTool is hung Run Reset menu item from main menu If still experiencing problems perform soft reset with stylus or paper clip CardVisor Category not set to Select All or unfiled in the top right corner of the screen application not All or unfiled visible on Ma
18. ered using ink e g changing a 3 to an 8 by reading the unaltered date encoded on the data stripe and display an underage expired warning Another possibility is the encoded data stripe doesn t match the printed data on the front of the license e g John Smith is printed on the front but Mary Jones is encoded on the stripe In this case the ID scanner will NOT produce a warning but an operator who is cross checking the displayed versus printed data should notice the discrepancy However fake IDs are like counterfeit money in that if the person creating them has sufficient skill and resources it is extremely difficult to detect without proper investigation resources Merchants serving age sensitive products are expected to make a reasonable effort when checking IDs and using an ID scanner is a significant indicator of such effort That is why many states have affirmative defense legislation for merchants who use an ID scanner CardVisor Hardware Manual Page 31 of 32 Cross Check Data Always cross check the data displayed on the scanner versus what is shown on the front of the ID Some fake IDs have a cloned or copied data stripe from another person who is over 21 years old Cross Checking IDs Name Same ID Number The F E A R method of carding from the PA Liquor Control Board 1 FEEL FOR Glue line or bumpy surfaces by the picture or birth date Pin holes on the surface Thickness of an ID If it s been re lamin
19. essful swipe and store the data in the Visor memo pad application CardVisor Hardware Manual Page 6 of 32 Tip Try a few practice swipes hold the magnetic card in the center and maintain pressure on the bottom edge of the card as it travels through the slot Experiment with the speed and orientation Some find it easier to hold the Handspring Visor with the screen facing left or right and swiping the card vertically through the card slot CardVisor Options Menu The Options menu is used to configure the software To access it click on the Menu Icon just below the Application icon Small house in the graffiti area see previous diagram Depending on the version of CardVisor software there are three or four items on the Options menu The Reset option will re initialize the CardTool hardware If the unit is not responding to a card swipe try the reset option If successful the Swipe A Card message will be displayed If not see the trouble shooting section in this document Swipe A Card Swipe A Card Options Menu of CardVisor Screen After Reset Command CardVisor and II do NOT have the Test VIP Banned Database item The About CardVisor displays information on the application and its developer The Age Threshold and Alarms item sets the age What is the Graffiti Area thresholds for various alarm events alarm sounds Write Write and display options See the Age Threshold and Alarm letters numbers section in
20. he database is cleared and ready for use on a nightly basis assuming no IDs are swiped for 12 hours This automatic management feature can be over ridden by manually deleting the database from the handheld computer s memory Manually deletion of Anti Pass Back database Free Memory 7818F of 7936K Free Memory fS18K of 7936K Ge AntiPassBack 2K AntiPassBack 2K Crdi sr2D 52K Crdvsr2zD 52K Crdver2eD Date Book Date Book Delete Application G 2 dh Delete the Expense HotSync AntiPassBack amp E GS application and all data Memo Pad Prefs Security gt Select Delete from main menu Select AntiPassBack Database Confirm Deletion CardVisor Hardware Manual Page 13 of 32 CardTool Removal To remove the CardTool either Pull use the thumb stop on the back Pa of the unit to gradually push it out of the expansion slot or grab the CardTool at the base of the card slot and pull it away from the Handspring Visor in the same plane as the expansion slot Try not to grab the CardTool by the top and bottom but rather each side at the base of the card slot Grabbing the top and bottom of the CardTool will generate a force component which will increase the friction and make it harder to remove Note If the Visor is turned off removal of the CardTool or any other module turns the Visor on Grab Here Maintenance and General Care e The CardTool is not waterproof Do not expose to rain or moisture Do not drop the CardT
21. in application launcher screen CardVisor does not Date Book button Remove and Reinsert the CardTool reader This will automatically associated launch when Date not associated with the CardVisor application with the Date Book and Address Buttons Address Book button is Cardvisor Application Button is for bar codes version only pressed Swipe data not The MemoPad Change Category to All or CardVisor To see Unparsed license data set displayed in Category is set to category to RawData MemoPad display only personal Application or business memos CardVisor Hardware Manual Page 19 of 32 For ID Scanners with Bar Code Reader Cradle This section applies to customers with the Bar Code Reader Cradle CardVisor Hardware Manual Page 20 of 32 Bar Code Reader Cradle Upgrade Customers may upgrade a magnetic stripe version by purchasing the Bar Code Reader Cradle Bar Code Reader Cradle SC 2000 HotSync Cable with HotSync button AC DC Power supply Wall Charger amp 4 AAA NiMh rechargeable batteries not shown CV_I_BC CV_II_BC CV_III_BC CardVisor software loaded into the CardToole Reader a Handspring Visor handheld computer the Bar Code Reader Cradle with AC adapter a USB Hotsync Cradle Palm Desktop application for Windows or Macintosh SC 2000 USB Hotsync cable a wall charger with four 800mAh AAA rechargeable batteries CardVisor CD and documentation CV_II_B
22. include in the Handspring user manual The second method uses the SC 2000 USB HotSync cable which connects to the front of the Bar Code Reader cradle and the USB port of the PC 1 Insert 8 pin modular connector 2 Insert USB connector into PC 3 Press Hotsync button on cable or click on Hotsync icon on home main application screen Connecting SC 2000 HotSync cable to Bar Code Reader Cradle CardVisor Hardware Manual Page 25 of 32 Battery Bar Code Reader Cradle Charging the Bar Code Reader Cradle To charge just plug the wall adapter into the front of the Bar Code Reader Cradle and the center LED should turn red indicating the unit is charging A full charge will require approximately 4 hours The charger will automatically switch from full charge mode to standby as soon as the battery reaches full charge The charger will not overcharge the battery and it is recommended to leave the charger connected LED Color Green Yellow While charging the bottom of the case will become warm This is normal and should return to room temperature once the LED turns green If the LED is Yellow try turning the wall power on off If this does not resolve the fault condition it means there is a problem with the battery charger or battery and technical support is required DO NOT OPEN THE CASE TO SERVICE THE BATTERY Contact Ssupport tokenworks com to obtain technical Support Do not use a wall charger other than that supplied by Token
23. is feature may be used several ways at the front door to detect licenses which are Passed Back to outsiders at the bar to identify individuals who are consuming too much or at the bar to identify individuals who are purchasing for their underage friends at the front door to confirm returning patrons have paid cover charge helps detect fake IDs which have the same cloned data stripe Some clubs use the ID Pass Back detection to ensure wrist bands or ink stamps have not been transferred from exiting customers If a customer s ID was scanned when they first entered and were banded marked then when they leave amp return an ID Pass Back alarm should be generated when the ID is rescanned LD Re Scanned LD Re Scanned i License Already Read License m ll Read DL Number 123123123 DL Humber 123123123 DOBY mmidd 19850507 DOB nae mmidd 19850507 ae Scan Time Date Scan Time Date 12 36 gm 404 0 2 07 am 404 i 9 35 pr Tforo4 1 1 31 am T4704 Z 1 07 am T4904 3 12 36 orn rf 404 4 9 35 pr rfPoaro4 Total Records 2 Total Records 9 Shows license number DOB with current Multiple scans in a short period of time scan time at the top of the list and may indicate over serving or drinks are previous scans below being purchased for underage friends Automatic Anti Pass Back Database Management The database used by the Anti Pass Back code is automatically deleted after 12 hours of inactivity In normal operation this means t
24. m amea o es CESS see ae e aaee eS oS Sse veea vee amen ames e aw ae ose mere aae amn vaca wasaa Seemed am moam bese ale ee wee ional lt n ee sz e a ee eae eine e e e eal oe manaa mamaa q SS n oe een enseada a tee ne a meee wee emsa CardVisor IIl amp IV Main Screen CardVisor amp II Main Screen Main Screen Description The main screen is where the magnetic card data and status is displayed after each swipe At the bottom of the screen is a dialog box where user messages such as Swipe Again are displayed Swiping a Magnetic Card D A 1 With the CardVisor application running on the Handspring Visor hold the unit in your left hand if you are a lefty hold the unit in your right hand 2 Using the other hand hold the drivers license with the MagStripe facing towards you and swipe the card towards your body The above illustration is for a right handed person 3 Ensure that the magnetic card s edge remains in full contact with the base of the card slot swipe the card completely through the card slot 4 It does not matter which way the card is swiped but it is important that the card is not skewed tipped during the swipe Skewing occurs if the card is tilted or lifted as it is swiped through the slot 5 The CardVisor age verification software will display the drivers license information on the screen after a succ
25. nder 21 Pop Up menu for Under 20 Happy Birthday Song age alarms configured Alarm Long or Short Version Press the Memo Pad Button to see the stored license data Tapping on each line will provide a detailed view of the swiped license data The driver s license data is parsed and stored as Memos in MemoPad application built in Palm OS application under the CardVisor category Shown below is a list of Parsed transactions on the main MemoPad screen On the right is the detailed data showing the following parsed information First Middle Last Name Title Jr Sr Il 3rd etc Address City State Zip Driver s License number 0213654424 Expiration date YYYYMMDD Date of Birth YYYYMMDD of birth Gender M F the status of the swipe OK Under 18 Under 19 ID Expired etc and the scan date amp time Also shown are the field separator characters used when importing the data into programs like Microsoft ACCESS or Microsoft Excel CardVisor Hardware Manual Page 8 of 32 MemoPad showing all Parsed Data in CardVisor Individual Memo showing memo Categories Category parsed data In addition to the parsed data an Unparsed record is also stored in the MemoPad application under the RawData category This provides a convenient method to cross check the parsed information provide technical feedback to TokenWorks and verify additional fields from the driver s license Unparsed Data in Individual Memo showing RawData Categor
26. objects in the expansion slot and that CardTool is properly aligned with the Visor expansion slot then try again 7 Figure 1 CardTool Reader inserting into Handspring Visor Springboard expansion slot CardVisor Application Installation The CardVisor software is stored in the flash memory of the CardTool reader and automatically launches after plugging in the CardTool reader into the handheld A welcome screen appears which instructs the user to press the Date Book button to launch the main screen of CardVisor magnetic stripe application shown below If the bar code reader cradle is installed then pressing the Address Book button will launch the bar code version of CardVisor It is VITAL to check the date and time displayed in the top right corner of the screen If the date is not correct then the calculated age will be incorrect To set the date time click on the Applications Icon looks like a small house in the graffiti area then click on the Prefs icon Tap on the box which contains the date or time and then follow the prompts to change Details also provided in the Handspring User guide CardVisor Hardware Manual Page 5 of 32 Make Sure Date amp Time at the top of the form is current Perrine 322 04 11 58am Swipe A Card Swipe A Card AFD SA a ta a ema Re Ne a e ermee raoe e c Ee ore ae i a Se e ees es a He uwaa wasa omma oe nD n amn s eee ener sz Sees e v ameg arora am
27. ool or subject it to strong impact e Protect it from temperature extremes Do not leave on the dashboard of a car on a hot day and keep it away from heaters and other heat sources e Do not store or use your CardTool in any location that is extremely dusty damp or wet e Ensure the magnetic heads are occasionally cleaned with commercially available magnetic cleaning cards e Clean exterior of case with a dry lint free cloth and do not use abrasive cleaning products CardVisor Hardware Manual Page 14 of 32 Resetting the Handheld Under normal circumstances you will not have to use the reset button On occasions however your handheld may no longer respond to buttons cardswipes or screen taps In this case you need to perform a reset to get your handheld running again Performing a soft reset A soft reset tells the handheld to stop what it s doing and start over again All records and entries stored in your handheld are retained with a soft reset Locate the Stylus on the right side of the handheld If you unscrew the tip of the Stylus the end you write with you ll notice a blunt plastic pin which fits exactly into your handheld s reset hole Or you can unfold a paper clip or similar object without a Sharp tip to gently press the reset button inside the hole on the back panel of your handheld After a soft reset the General Preferences screen will display the current time and date Make sure the date time is accurate before p
28. rd you Expense HotSync Mail must enter it to show private g G records MemoPad Prefs eo Lack amp Turn Off amp Turn Off a Cancel Note If the PIN code or Password is forgotten there is no way to recover it via the standard security application Resetting the Password will delete all the transaction data Use this feature with caution Password Current Current Privacy Mask Records Privacy w Hide Record If you forget this password Password Password you can tap Lost Password from the Password dialog to delete it but any records marked Private willbe deleted Lock amp Turn Off Lock amp Turn Off EE ar ee Confirm Password Mask Records Enabled Hide Records Enable CardVisor Hardware Manual Page 10 of 32 Note This same PIN code can be to lock the system so that turning it back on requires the PIN code See the Handspring User guide for using this feature Again use the PIN code feature with caution as forgetting the PIN code Private Records J requires a hard reset which will erase all data in the handheld l Password Features Note Version 3 5 of the Palm OS Security application Platinum Neo Prism Pro Edge allow private data to be hidden or masked Version 3 1 Deluxe amp Solo have version 3 1 can only hide SET l ecurity Palm OS ver 3 1 private data Below is the Security Screen from a version 3 1 Tip Appending Notes to
29. roceeding Remove and re insert the CardTool reader to re associate the Date Book button with the CardVisor application Then press the Date Book button and swipe a card Location of Reset Hole Visor Deluxe Pro Neo Platinum CardVisor Hardware Manual Page 15 of 32 Performing a Hard Reset Warning A HARD RESET WILL ERASE ALL TRANSACTION DATA Don t perform a hard reset unless the soft reset has not worked and you ve backed up your data or you re willing to lose the transaction data To perform a hard reset 1 Hold down the power on off button on your device The power button on Visor organizers is on the front 2 While holding down the power button turn over your device so that you can see the back of it Using the reset tool an unfolded paper clip or a similar small blunt tipped object gently press the reset hole on the back See Where s the reset hole in the Hardware Reference Guide 3 When the device s screen displays the Palm Computing Platform logo release the power button 4 Amessage will appear warning that you are about to erase all the data stored on your handheld In response do one of the following o Press the up scroll button on the front panel of your handheld to complete the hard reset erasing everything on your device or o Press any other button to begin a soft reset leaving your data intact 5 Your device will then take you through a series of screens to calibrate the digitizer and verify the
30. sing the CardVisor product Purchaser is wholly responsible for insuring full compliance with the laws of the jurisdiction wherein the product is to be used TokenWorks fully disclaims any liability for any loss damages or untoward circumstances that may arise from the inappropriate use of the product or of the data retrieved through its use CardVisor Hardware Manual Page 29 of 32 Graffiti Table CardVisor Hardware Manual Page 30 of 32 TokenWorks provides the CardVisor ID scanner to automate and document the ID checking process for purchasing age sensitive products Tobacco Alcohol The number one cause for citations according to enforcement officers is mental errors such as failing to check an ID or making a math error when calculating the age from the date of birth In a busy retail environment it is easy to understand a new or tired clerk server skipping important steps or making calculation errors Recording the ID data ID status OK under21 etc with a date time stamp provides an affirmative defense for organizations cited for serving a minor Several states have affirmative defense legislation which helps defend an organization s liquor license if an ID Scanner was used The CardVisor ID scanners will help detect some fake or altered IDs Just having one will cause some people to think twice about presenting such an ID For example the ID scanner will help detect if the printed date of birth or expiration date has been alt
31. ture CardVisor Ill software allows additional notes up to 80 characters to be added to the Parsed License Data Memo This is useful for recording marketing information such as phone numbers and email address or other significant information about an individual CardVisor deer 04 4 24 pr Cardirisor Werdd dzd pm CardVisor Waerd 4 24 pr FMorne JOHN FNome JOHN a ENTE l L Nare TORENWORKS l L Name TORENWORRS LATE ln poe DNBS pop WAAD DOB unum AGE J ExpS 7 05 AGE IE n ExpS7 05 AGED EXP Status Under 19 a Status Under 13 OEE SHOU enserre ID 123123123 0000 Sexi M ID desde A F OO Sex M D A Sexi M Hote a Append Mote Jong AOL com VG ee tentenaseuneteneceenat Append John AGL con Mote Saved wil Driver License Scanned 4 24 pr Driver License Scanned 4024 pri Swipe A Card I After License Scan Input Note email address After hitting Append button Note Confirmation Message Only one note can be appended to a license that is swiped successively In other words if a license is swiped and a note is appended and the same license is swiped again and a new note is appended the second note will replace the first note If a multiple field note is desired then insert the character between each field when inputting the note CardVisor Hardware Manual Page 12 of 32 CardVisor IV Anti Card Pass Back CardVisore IV age verification software has all the features of CardVisor III plus an ID Anti Pass Back feature Th
32. ure the steel tie down cable is not tethered in the tie down slot and is pulled away from the reader cradle This is to ensure the cable is not Make sure the connector at the base of the cradle is clear of foreign bodies Place the handheld s base into the cradle as shown in step one Lower or tilt the handheld until it rests in the cradle as shown in step four a Figure 4 6 Once the Handspring is resting in the cradle pull the Steel Tie Down Cable straight up This will pull it into the gap and ensure it does not interfere with the stylus Then pull across gap between reader and top of Handspring Visor Finally pull past tie down slot and lock gold ball into slot See Figure 5 below Steel Tie Down Cable 1 Pull cable straight up Ensure stylus is not blocked 2 Pull towards tie down point 3 Pull cable between CardTool Reader and Top of Visor PDA 4 Pull cable down towards tie down point amp secure Figure 6 Tie Down Cable Secured in Tie Down Slot CardVisor Hardware Manual Page 23 of 32 How to scan a Driver s license with a 2D Bar Code Scanning 2D Bar Code DL Magnetic Stripe 1 Press Address butte 2 Wait for green LED on Bar Code reader 3 Dunk DL into with Bar Code facing PDA 4 When red LED stops flashing remove DL 5 Dispaly will update Swiping Magnetic Stripe DL 1 Press Date Book buttor 2 When Swipe A Card message appears 3 Swipe DL with Stripe facing you 4 Dispaly will
33. works Using one with a higher voltage or reversed polarity will damage the charger and using one with a lower voltage or current rating may cause the charger to exit the charging mode Battery Life of Bar Code Reader Cradle The Bar Code Reader Cradle battery is oversized compared to the capacity of the handheld It is recommend that you plug the charger in whenever the handheld battery are depleted For customers with the Visor Pro it is especially important to return the unit to the charger whenever not in use to ensure all batteries are fully charged Charging the Handspring Visor Pro optional in the Bar Code Reader Cradle This section applies to the CV_II_BC_Pro CV_IIl_BC_Pro and CV_IV_BC_Pro The Handspring Visor Pro has an internal Li lon battery and therefore must be recharged on a regular basis The Bar Code Reader Cradle can maintain the charge of the Visor Pro handheld whenever it is in the Bar Code Reader Cradle and powered by the wall adapter If the Visor Pro s battery falls below approximately 50 then it must be REMOVED from the bar code reader cradle and charged in the desktop HotSync charger cradle CardVisor Hardware Manual Page 26 of 32 Trouble Shooting Bar Code Reader Cradle Problem Possible Possible Possible Solution Problem Bar Code Reader Bar Code is dirty Examine bar code Dimma scratches dirty and clean with license No beep after withdrawing Bar Code is If sufficiently damaged it may be impossible
34. y unparsed data Before a new Memo is stored in MemoPad the last memo is compared to the new pending Memo If it is identical in every respect including the date and time stamp then the new memo is not stored If the new Memo differs in just the time it is still stored This feature prevents redundant Memos for the same license swiped repeatedly in succession Protecting ID Scanner Data This feature should be used with caution as forgetting the PIN code will require erasing all saved transaction data Drivers License Transaction data records are stored as Memos in MemoPad application and are marked Private by the CardVisor software They may be hidden or masked by entering a user selected PIN code via the security application old fashion key icon on home screen Shown below is what the transaction data stored in MemoPad look like when masked or hidden CardVisor Hardware Manual Page 9 of 32 EA o o aE Memo TM 1 S01502 4n534 rAAMVASEO0 1 2 Oe 3 SOTS02 4n534 rAAMVASEO0 1 4 D To set the PIN code select the Security Application shown below from the Home screen Then select Mask Records or Hide Records from the Current Privacy Menu Selecting either will prompt a Password or PIN code to be entered which must then be confirmed E eee Nol Es Current Current P Show Records Address Cale City Tire Me ae IEEE EEEE i 7 Hide Record P ioca oY Term Dote Book Date Book t G 2 If you assign a passwo
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