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User Manual - Card Scanning Solutions

1. MedicS can Pro OCR Scanner User csn 030242004 2 00 PM Figure 2 The main screen The main screen contains several sections as follows e Menu Bar Containing all the application commands e Toolbar Containing shortcuts to the most common application commands for fast use e A search facility Allowing you to search for any string in any field of the database e Records table Displays all the records currently in the database o Clicking on each of the columns headers will sort the table according to that column o Clicking on a record line turns the record into the ACTIVE RECORD o Right clicking on a record will open a menu with various record action new edit delete goto etc MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Menu Description 12 e Record details Displays the Active Record details The active record can be displayed in four different modes which can be switched using the four buttons on the right e An image frame showing the scanned card image e Status line At the bottom of the screen showing the number of records in the database the database name and the current scanning source MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Menu Description 13 Menu description Menu Sub me
2. MecicScan PRO FES IONA User Manual Version 8 14 0 This publication contains proprietary information of the Card Scanning Solution Company provided for customer use only No other use is authorized without the express written permission of Card Scanning Solution Disclaimer 2 Disclaimer Warranty Card Scanning Solutions provides this publication as is without warranty of any kind either express or implied including but not limited to the implied warranties of merchantability or suitability for any particular purpose Card Scaming Solutions reserves the right to revise this publication and to make changes in the content hereof from time to time without notification Some countries or states in the USA do not allow a disclaimer of express or implied warranties in certain transactions if you are a resident of such country or state this statement may not apply to you This publication may include technical inaccuracies or typographical errors Changes are made periodically to the information herein these changes will be incorporated in new editions of the publication Card Scanning Solutions may make improvements and or changes in the products and or the software described in this publication at any time Notice to User This manual should not be construed as a representation or warranty with respect to the software named herein Occasionally changes or variations exist in the software that are not reflect
3. Envelopes Envelope addresses Mailing labels Photo album Record images if available Spreadsheet Grid with one row per contact 5 Click Next The Select Page Layout dialog appears MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing 60 Print wizard Selecta page layout and click Nest Page layout defines the paper size margins and onentation ou can edit delete and create new layouts by clicking the Edit layout button Page Layout FullPage Landscape FullPage Protrait Edit Layout Cancel Figure 29 Printing wizard Page layout selection 6 The page layout specifies the page size number of record per page margins etc Inappropriate layouts for the format for example multiple entries for envelopes are not available 7 You can edit delete or create a new page layout by clicking on the Edit Layout button see Modifying page Layout on page 66 8 Choose a layout and click Next The Select Fields dialog appears MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing 61 Print wizard Select Fields Select the record fields pon want to have printed by checking the appropriate checkboxes and click Next To change the printing font or its properties click the Font button Print Fields Select All Full Name Address City State ip DOB Issue
4. Font MS Sans Serf 8 pt Figure 30 Printing wizard Fields selection 9 Select the field you want to have printed 10 Font Optional To change the font parameters click Font choose a font style and size and then click OK See Changing the printing font on page 66 11 Click Next The Print Preview dialog appears MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing 62 Zoom 75 bal Cancel Figure 31 Printing wizard Print preview 12 Use the arrows top left to view the previous or next preview page 13 Select the proper magnification from the Zoom dropdown list 14 To print click Next The Print Setup dialog appears 15 Choose print parameters and click OK MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing 63 Creating a new page layout 1 In the main screen select Print from File menu All records or Selected records 2 Click Next The Choose Format dialog appears Click Next The Choose Page Layout dialog appears 4 Click Edit List The Edit Page Layout List dialog appears Print wizard Page layout FullPagelLandszcape FullPage Protrait Figure 32 Printing wizard Page layout editing 5 Click Add The Page Layout dialog appears MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing 64
5. Change the name Press OK to confirm Deleting a category e Select the category from the Categories list e Press Delete e The selected category will be removed from the list MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Status Bar 25 The status bar He status bar is at the bottom of the screen It displays the following information from left to right scans hell Pro OCA Scanner Scanner User COSN 4 05 01 2004 10 55 PM Description Software name and other application messages Scan Source media type as set in the configuration None 1f no value is set or the reference source is not connected to the computer efom Current time 2 gt Reference source media type as was set in the configuration It will display 3 MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management 26 4 Database Management Overview The database consists of a single main DB file and a related sub directory with the same name as the DB file The DB file may be located on the local machine or on a remote server as long as the user has read and write access permissions to the file location The database may store up to 20 million records this approximation assumes an average of 100 characters per record The database images are stored externally to the main database file each image is
6. 4 Columns Fields Mot included Fields included in lssue Expire 55h First Hame Middle Name Last Hame Suffis Hame Passport Number Nationality Sex Personal Number Timestamp Company Fhone Cellular Fax Back Nesty Cancel Figure 12 New database step 4 7 Step 4 Columns Display In the Displayed Columns screen Step 4 you specify the fields that you want to have displayed in the columns of the application main window records display The fields that are not displayed remain available accumulate data and can be displayed later on a To add fields to the columns display select a field and click on the top arrow or click on the striped arrow to add all the available fields at once b Use the up and down arrow to determine the place of the column on the list the field at the top shall display in the first column and so on MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management CO When you are done click next 8 Step 5 Users In the users list you can add users who are authorized to use the database by clicking New and filling in users details in the user dialog box that opens Mew Database Wizard Step 5 Users Edit Lie Delete Figure 13 New database step 5 9 In the user dialog box you fill in a user name and password and determine what access privileges the user will have by selecting the approp
7. Expire SSN Name 2 Title Company Figure 24 Scan Configuration Export Tab Email Setup 1 Check the Export data to email box 2 Fill in the email address to which the last record data will be emailed as well as the other email details Select the record fields you want to have exported 4 Use the up and down arrows to move fields up and down the list upper field displays first MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Export Tab Email 48 5 Advanced Advance Details Format f ADT ML Label Data separating character Field separating character New Line Custom held separating character Image Type Jpeg Files jpg Resolution dpi 300 Jpeg Quality 70 Figure 25 Scan Configuration Export Tab Email Advanced details Format The format determines the field textual format ADT XML The field will appear in xml structure in ADT xml format e Propriety format The fields will appear in the regular format as in the text file content frame as described in ftp export section See page 45 For an explanation of the image properties please see FTP Image page 47 MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Export Tab Application 49 Application The application export fun
8. Flow and Scan cycle Scan Flow allows you to create an automatic scanning sequence For example you can determine a sequence in which first a customer ID card 1s scanned from both sides and than his membership or any other general type card is scanned Scan Flow Sl EA 1 Scan Flow Click on the right button and hold down the mouse button Select the card type you want to have scanned first ID or General If only one MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Automation Tab 38 option is available click on the left button select None and go back to the right button 2 Scan Cycle Use the single double sided scanning buttons under Scan Cycle to determine whether each card in the cycle shall be scanned from one or both sides Note that these options become available unavailable according to the Scan Flow selections you made Note Scan Flow only works in auto save mode MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Image File Tab 39 Image file tab Scan Configuration ID Card Live Update Export Color Size Black white 1 bit NES PasspotSize Fulsize 357 El C Gray Scale 8 bits Document Size General Card landscape C Color 256 f True Color 24 bits Document Dimensions Resolution 4nd Type Inch widt
9. Scan Configuration ID Card e Full Image Saves the full image of the card e Face Image Saves only the face image from the card e Signature Saves only the face image from the card e Face Signature Saves the face image and the signature from the card MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Live Update Tab 42 Live Update 5 Scanner Configuration Export Keep my program up to date by verifying that the software version ls the most current version Automatically check for new updates Figure 20 Scan Configuration Live Update Live update allows you to keep your software updated by having the application checking for updates using your Internet connection and if available downloading and installing them automatically Setup Check the box to enable Live Update and specify how often Live Update shall be performed MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Export Tab Web 43 Export Tab The export tab allows you to configure various data export options If enabled and configured the available export options will export the record data of the last scanned card in a predefined format to a predefined address destination Enabled export options are performed automatically upon pressing OK to save the record of the last sca
10. Up to12 fields are displayed You can manipulate the fields display by right clicking on the field name see The record display section description page 18 Details view mode x The Details view mode displays all the record fields up to 30 fields Note mode The Note view mode allows you to enter comments as free text in the active record The note is automatically saved when switching to another record El Stamps the current date at the end of the note jej Stamps the current time at the end of the note Save note saves the note or changes to the note alapte section mode The Categories view mode displays the categories to which were assigned to the record The Categories function is designed to help you sort the records seconde to categories using the search bar For example using the categories criteria in the search bar you could quickly display a list of all the business VIP customers Several categories can be assigned to the same record For example a VIP customer can also belong to the business category MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record Display Section 22 Categories Assigning a new category e Press Categories to go to the Categories view mode Customer Assign Categories Figure 7 Categories view mode e Press Assign e In the window that opens select the required category New C
11. authenticating the card again Edit existing record To edit an existing record from the database 1 Select a record from the record list on the main screen 2 Select Record gt Edit Record from the menu bar or click on the Edit Record button in the tool bar or double click on the record The Edit Record screen will appear 4 Modify data as needed Press OK to save data in database MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Record Management III Delete record s To delete one or more existing record s from the database 1 Select record s from the record list on the main screen 2 Select Record gt Delete Record from the menu bar or click on the Delete Record button in the tool bar A confirmation dialog box will appear 4 Press OK to delete the selected record s from the database Record filtering and searching To apply a filter to the records 1 On the main screen type the word in the Find text box 2 Select the field from the In combo box The record matching your criteria will be shown and selected on the record list Example Type Smith in the Find box and select Name in the Jn combo box The software will show all records that have the name Smith in the field Name The search is performed on the entire database in the specified field unless the Any Field is selected The search tries to match the requested
12. back to the right button b Note that the vertical tab on the left of the image has changed according to your selection You can use the single double sided scan buttons to determine whether each card in the cycle shall be scan from one or both sides Note To use the scan flow option Auto save has to be enabled 4 Proceed to step 8 above Note The scan flow can also be configured from the configuration screen see Application Configuration Automation tab Scan Flow and Scan cycle page 38 ID Card Verification If you enabled this option in the configuration screen See Application Configuration gt ID Verification page 37 ScanShell Pro will check if the ID card you scan is genuine each time you scan an ID card ScanShelll Pro will scan the data on the card using one data source barcode magnetic strip or OCR and then compare it to data from a second source on the card If the data from the two sources match the card is genuine Else the card is either faked or one of the data sources on the card is corrupted If you enable the verification option you ll be prompted to perform a second scan each time you scan a card The verification result will be indicated in the light on the right side under the image in the New Record screen Quick Scan AL AL Cancel Enabling the verification option 1 Select Options gt Scanner Configuration from the menu bar or click on the Configuration but
13. linked to its corresponding record The database file may be accessed simultaneously from several ScanShellPro applications installed on different machines Note If the ScanShellPro software has been updated use the option Open existing database to open the last database you worked on Creating a new database To create a new database do the following 1 Select File gt New Database from the menu bar If this is the first time you use the program Click New database in the login window 2 The Database Wizard screen will appear New Database Wizard Step 1 Welcome Welcome to MedicScan Pro OCR database wizard To create new database press NEXT Cancel Figure 9 New database step 1 3 Click Next MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management 2 New Database Wizard Step Database File Please click the Browse buttonto seta location and name for the new database file Browse Figure 10 New database step 2 4 Step 2 database file Click on the Browse button on the right In the Windows explorer screen that will open choose a location create a file for the database and click Next Step 3 will appear MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management 28 5 Step 3 Database Fields Select fields for the new database by moving fields from t
14. see only part of it pointer on the label name a tooltip will appear displaying the full name New record option is disabled This option is disabled when the application is in Auto Detect mode or when the user does not have write privileges New Record Edit Record Delete You do not have write privileges Record options are disabled Print Setup and Print options are You do not have print privileges disabled The Scan button is disabled The application is configured to be in Auto Scan mode I want to scan 2 sides of the ID card See Configure gt Single Sided Double Sided and 1 have only one side image I try to login but I always get a Verify that you have the right password and user message saying that my password name or user name are invalid Click the Exit button and run the application again Any other problem or question Send e mail to Card Scanning Solutions support team See Menu options table gt Help gt About MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved
15. space dpi The dpi dot per inch value sets the resolution of the scanned image The dpi range is 50 to 600 in increments of 10 dpi 50 dpi provides very low quality 600 dpi provides very high quality 300 dpi is the default option Note Using higher dpi values will take up more hard drive space File The file extension sets the format of the images saved in the database extension Available format options are File format True color 24 256 colors 256 gray scale Black and white 8 bits 8 bits 1 bit Y Y bits BMP Passport Select the passport image size to scan Image Size e Full size 3 x5 will scan the passport s full size image e Data section only will scan only the passport s data Documents Select document size size Custom You can also create a customized document size Select Custom Size from the Document Size popup menu and click on the Custom button Specify the required document size choose Inch or Millimeter and click OK Document Display the selected document size in inches or millimeters as selected Size MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration ID Card Tab 41 ID Card Determines how the images are extracted and saved Scanner Configuration Live Update Export Saved ID Image f FullImage C Face Image C Signature Image C Face Signature Image Figure 19
16. MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Automation Tab 35 General Tab 5 Scan Configuration General Automation Image ID Card Live Update Export Media ID enfication Data Source Scanner vw Enable ID Verification te Extract Data Mode Ocr tract Data Mode Reference source Barcode Age Vertication Age Verification Country United States Cancel Figure 16 Scan Configuration General In the General tab you can set the following parameters Media Data Source Scanner Scan the card in the scanner to extract data The source of data used Magnetic strip Extract the data from the card s magnetic strip Only available if the MagShell scanner is connected File Extract the data from a file Extract Data Mode OCR Optical Character Recognition Extract the data form the text printed on the card The source of data used when the card 1s Barcode Extract the data from the barcode printed on scanned in a scanner the card Magnetic stripe Only available 1f the MagShell scanner 1s connected Reference Source Barcode The second source of Magnetic stripe Only available if the MagShell scanner data used for card is connected verification MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Automatio
17. N coins idea 8 OVER VIEW iia E 8 MEDICSCAN PRO OCR PERATURES cid 8 STAR TING THE PROGRAM aa 9 ERSTUS ES ai 9 POSI src pis 9 USE IMSS nd a eii a 10 ADMINISTRATOR OSI eun bin 10 OPENING A DATABASES ds 10 SAA A A A Ce 11 MENUDE SCRIPTION aa 13 TOOLPAR DESCRIPTION AE E E EEE 15 THE SARC EUS AR eena a a E izo 16 DCU CIRO GING AA is 16 RECORD LIST TAB Esa ista 17 RECORD DISPLAY SECTION aii 18 The record display section description Overview mode oeenn 18 Imas edi DA a da aes 19 General card type image GIS DIGY A a A 19 ID Card ype record GIS Play ssir E O 19 Fass POT VCCOLG AIDA 20 RECORD DATA VIEW MODES iia 21 OVEIVLEW VLEW MOLE o ia 21 DAS VIC W TOG RO Race eds Staal URN A Sct 21 NOTO ROR RAP ot EES AY SEMESTER NRE Ly ee PRS SERA Ee OE 21 COTE LOROS SC CH OM INOS DAA AAA 21 CATEGORIES aaa iaa 22 PAS SL OTUIIVO A NEW COCO AA AA AA A 22 Delene GO CRE A ect 22 INECO EDOS MIST A A E T T N ENOS 23 AN CW BY E I s T a E EAE EEA EES 25 Table of Content 4 AL DATABASE MANAGE MEN Dorta id 27 OVERVIEW dildos ZY CREATING A NEW DATABASE ua E Ea 21 OPEN AN EXISTING DATABASE iii 32 EXPORT DATABASE aia 32 do USERMANAGEMEN Emerald ias ea 33 ADD NEW USB a 33 EDU SE Rasa 34 DETETE O SER aaa 34 6 APPLICATION CONFIGURATION uste ita 35 GENERAL TAB sa 36 o O ae A 36 TAME CAN i 37 COM ias 37 ADE Ver C ON O E A A EEAO AEN AET AEO 37 AUTOM ATION A D aa S 37 SCONF low and COMO ali 38 IMAGE PIE TAB ui iaa acia 40 AA A O A sec y
18. Print wizard name L t FulPagelLandscape 0000 dats Pag Columns E Width Paper a 10 3 mm Rong E Height Width la 6 66 Height f 11 651 EE C Protrait z f Landscape Page margin Top eft 0 500 Right fo 0 500 Bottarn fo 0 500 lo 500 Top Leit 0 000 Right 0000 porton 0 000 0 000 Unit i Inches C Centimeters Eim o He Tes Cancel Figure 33 Printing wizard Page layout setup g magns SS 6 You can e Enter a name for the layout required e Select parameters and enter values as required to determine the appearance of the printed page e Click Test to print a sample using your settings 7 Click OK to add the layout to the Edit Page Layout List MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing 65 Modifying an existing page layout l E E a In the main screen select Print from File menu All records or Selected records Click Next The Choose Format dialog appears Click Next The Choose Page Layout dialog appears Click Edit List The Edit Page Layout List dialog appears Select a layout e To edit a copy of the layout leaving the original unchanged select the layout and click Copy e The Page Layout dialog appears with the options for the selected layout You can e Enter a name for the layout required e Use the Units Orientation and Page options e Use the Page Margins option
19. R User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Table of Content RECORD FILTERING AND SEARCHING 8 PRINTING PRINTING RECORDS CREATING A NEW PAGE LAYOUT MODIFYING AN EXISTING PAGE LAYOUT CHANGING THE PRINTING FONT 9 APPENDIX A TROUBLESHOOTING Table of Figures Figure 1 Figure 2 Figure 3 Figure 4 Figure 5 Figure 6 Figure 77 Figure 8 Figure 9 Figure 10 Figure 11 Figure 12 Figure 13 Figure 14 Figure 15 Figure 16 Figure 17 Figure 18 Figure 19 Figure 20 Figure 21 Figure 23 Figure 24 Figure 25 Figure 26 Figure 27 Figure 29 Figure 30 Figure 31 Figure 32 Figure 33 Figure 34 Figure 35 MedicScan The login screen The main screen Database Fields Record list fields Record display General cards Record display ID Card Record display Passport Categories view mode Categories list New database step 1 New database step 2 New database step 3 New database step 4 New database step 5 User Details User List Scan Configuration General Scan Configuration Automation Scan Configuration Image Properties Scan Configuration ID Card Scan Configuration Live Update Scan Configuration Export Tab Web Scan Configuration Export Tab FTP Scan Configuration Export Tab Web Advanced details Scan Configuration Export Tab Email Scan Configuration Export Tab Email Advanced details Scan Configurat
20. S Title Categories Ca wo lt gt AB ScanShell Pro OCR Scanner Scanner User CSSN 6 57 PM 7 6 5 4 Figure 4 Record display General cards The record display section description Overview mode 1 Property fields This part displays up to 12 property fields As a default it will display up to 12 of the first created property fields If you created 6 properties it will display all 6 if you created 20 properties it will display the first 12 properties in the order of their creation Note In some states some fields may not contain information Editing options Right clicking You can manipulate the appearance of the property fields by right clicking on a field name as follows a Modify select another field from the list The selected field will be displayed instead of the previous one b Remove Remove the selected field c Add Right click somewhere on an empty space in the Overview area but not on or near a field name Select a field than will be added at the end of the field list Fields can be added as long as the list contains less than 12 fields MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record Display Section 19 The changes in the record overview section are saved automatically and will be used the next time the application is started Note The card details can only be changed in Edit mode Image display
21. State USA only Print image after each scan MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Automation Tab 37 Figure 17 Scan Configuration Automation Scanning automation minimizes the operations required to perform a batch scan It automates the scan to respond automatically to insertion of a new card and ensures automatic saving of data when a new scan cycle starts Description Auto detect e When checked Scanning process runs automatically when a card insertion new card is inserted into the scanner e When unchecked The user has to click the Scan button to begin scanning e This option is not available when the Scan source is set to From file Auto save e When checked The last scan process will be saved upon new scan automatically to the database This option must be checked in cycle order to use the Scan Flow option e When unchecked The user can scan more images into the same record and has to click the OK button to save the record in the database Auto Detect e When checked The ID card issuing state will be State automatically detected USA only e When unchecked The ID card issuing state will be have to be selected manually from the popup menu in order to ensure correct data extraction nc Print image e When checked The image will be printed automatically as after each soon as the scan 1s complete scan Scan
22. When you select a record in the record list 1ts data 1s displayed in the fields of the record display area However the display of the images stored in that record depends on selecting the right tab on the right side of the image vertical The tab has to correspond with the type of card from which the image was scanned If you don t see an image click on the tabs until the image appears and use the image controls to zoom rotate and browse through images General card type image display 2 Image display Displays the image of the selected card and side The default is side A of the first card 3 Image type tab selector Toggles between the display of a general type card and an ID card 4 Card side Toggles between the card two sides A and B Card Navigation Selects the next or previous card in the list 6 Card count Shows the number of the displayed card in the existing card list for this record 7 Zoom button Click once to enlarge and again to reduce ID Card type record display A KE _ _ _ _ _ _ ID 170 362 855 Name CECILY CLEGG PUCCIO Address T o ai er yk N City STONY POINT corrio tear cr JFS State NY O00 Ea Fi Goo Lae ee et ee rn aA Zip 10980 OoOO D 0 8 01 02 65 Issue 12 31 01 Expire 01 02 01 _ SSN Name 2 Title Categories ScanSheiPo OCR Scammer o Figure 5 Record display ID Card 8 State Displays the name of the state to wh
23. ami If set to the result in the filed City will be City Miami Field separating character The way fields and their values are separated Example Line First name John City Miami Tab First name John City Miami Custom field separating character If you select Custom in the Field separating character you can specify a custom character to separate between fields Example amp Result First name John amp City Miami Image You can determine the image file type resolution and if you select JPEG the JPEG quality Please bear in mind that the resolution has great impact on the file size the higher the resolution the bigger the file is The selection of image file type can also result in large differences in file size If you select JPEG the JPEG quality has some impact on file size but to a much lesser degree MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Export Tab Email 4 7 Mail The mail export function is designed to mail the last saved record to a predefined email recipient If enabled the data of the last card you scan including image will be automatically sent as an email message to the mail recipient you specify as soon as you press OK 5 Scanner Configuration General Automation Image Properties ID Card Live Update Export Name Address City State Zip Subject oe Issue Body
24. ata files and image files 1s the same except that they refer to and identify different file types The purpose of the advanced configuration screen is to determine the file name structure The following refers to text files that have te suffix txt but is equally applicable to images with the suffix bmp or jpg Data File Naming e Save to ascending file name In the file name field fill in the name prefix and starting count number Example If you fill in the data file name CSSN_ID 0 the resulting file name will be CSSN_IDO txt The following uploaded file will be named CSSN_ID1 txt etc e Save to fixed file name The file will have a fixed name Example If you fill in the data file name CSSN_ID the resulting file name will be CSSN_ID txt The following uploaded file will have the same name e Save to file name using extracted data from ID The file name is determined by the field you select Example If you select the Family name field and the scanned card cardholder name is Smith the file will be named smith txt MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Export Tab FTP 46 Data Field Format Label Data separating character The character that separates the database field name and its value Example If the data separating character is set to the result in the filed City will be City Mi
25. ategory Eg Goals Objective Holida e Click OK You can add several categories to the same record Deleting a category e Select the category from the Categories List e Press Remove e The selected category will be removed from the list MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record Display Section 23 The categories list You can manage the categories in the categories list by creating editing and removing categories from the list Editing the categories list e Select Options from the menu e Select Categories List from the sub menu e The categories list window will appear Full Categories List lea z al Path pai 3 tT ssociate usinezss s an Holiday Holiday Card ot Contact eas nternational ey Customer edia iscellaneous Figure 8 Categories list The list can contain up to 30 categories Adding a new category e Press New e The following window opens Add Category Category Mame e Type in a new category name e Press OK to confirm MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record Display Section 24 Editing a category Select the category to be edited Press Edit A window opens displaying the selected category Edit Category Category Mame Customer Edit
26. ates cates eaneee toe 40 HWE AR didas 42 LINE UPDATE A A O ie aataataletuandion 43 SOUD sts sacle eslos eta aiie ie nhc aaa oud saan onlo eats adie nha aahan cud asaaaonlo eeteaseaeoeaaies 43 EXPORT TAB 44 NV CD TA ds 44 SOUDE sessed yale esate 5M cnet ease Sata cictesetee ln Bits sonal Sua acisteseenltad Mutat aeniasalaaaaceteaas 44 FIP ade sr Racha Se O A Ae a nash ks Sa caal sem ee hahaa ah 45 7 OEE PRT OCT ETRE Ree CREM CN Sar Pe UT CYTE TOE RENT gar ee OTe eee eT een eer sae eer 45 DAUTEENENONUN Eat 46 Data Field LOMO o toas 47 A A hc ete yes Nasi ede IAN A AIA ATE TANT 47 A cae E ae Cee aetna anche oe ATE A tae eos Lee ele 48 A A E ind ee acai Pema T nde ooh cath ne eaies 48 EO ee Te A T T 49 ADPIC eee 50 DOUD 0 NOOO EEE RO 50 Tea RECORD NEA NAGE VUE NOD acetic td ias 51 RECORD SCREEN BUTTON DESCRIPTION ccoooccncnnccnnnnccnnnnacononacononanonnnnacononaconenaconananonos 52 ADDING A NEW RECORD iiccetetichubeciidenvenidsuithnntuadesaedetatedesaidsiunteinduseeaaS A 54 Manual SCOnNIN O ririri ee e dd 54 PAT OIMMALIC D OUN E oE S E A i 54 ID CARD VERIFICATION 200 A AA Ni 55 Enabling the verification option iii ia da 55 PUNCH CONN Gs A AA aoa 56 Understanding the verification status light ooooooononnnnnnnnnnnnnnnnonnnnnnnnnnnononannnnnss sY What to do when verification fails ooooocononuoonnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnonanannnnnnnnnos 57 EDITEXISTING RECORD a A 57 DELETE RECORDS aea E T EE E TOEN 58 MedicScan Pro OC
27. ction is designed to export the last saved record to the clipboard from which 1t will be copied automatically to an open document of any application you specify If enabled as soon as you press OK after scanning a new card the data of the last card you scan will be automatically copied as text to an open document of any application you specify To enable the export the target application has to be running with an open document and be capable of pasting text from the clipboard 5 Scanner Configuration General Automation Image Properties ID Card Live Update Export Advanced Mame Address Application Name City State lp 0 0 8 Issue Expire SSH Mame 2 Title Company Figure 26 Scan Configuration Export Tab File Setup 1 Check the Export data to application box 2 Select an application you want to export the data to 3 Select the record fields you want to have exported 4 Use the up and down arrows to move fields up and down the list upper field displays first 5 Advanced See Data Field Format page 47 MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Record Management CO 7 Record Management The Record window is used to scan new cards and acquire image and data records edit them and store them in the database Once the scan is performed and processed the data fields are loaded automatically with the user information extracted from
28. d data See Creating a new database page 27 2 Type in a user name and a password you would like to use for this program and make sure you ll remember them Administrator Login Login as an administrator enables the administrator privilege level highest user level The administrator can define and control access privileges to the application and databases Using the Users List he she can add additional users and give them different access privileges as explained in the User management section on page 33 To log in as an administrator use the following user name and password e User CSSN e Password 123456 Opening a database 1 Use the Browse button to open an existing database 2 Select a database and press OK 3 The main screen will appear MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Menu Description 11 3 Main screen EN MedicScan Pro OCR CSSN File Record view Options Tools Help tet Ril A Quick Search In Fields re Field In Category fan E ee eee lp fivosezess cecuy cleeo orozes motor fore Ton Pon Jima 362885 ceo CLEGG 0 O E CE 01 02 65 01 02 01 7 JAY ST STONY POINT N J170362855 CECILY CLEGG 01 02 65 31 STONY POINT N 170 362 855 CECILY CLEGG 01 02 65 31 01 02 01 STONY POINT N Overview Over view aj ALEA TELT ine pods Categories
29. ed in the manual Generally 1f such changes or variations are known to exist and to affect the product significantly a release note or read me file accompanies the manual and or the distributed software In that event be sure to read the release note or read me file before using the product Publication The descriptions specifications design and procedures contained in this manual were effective at the time of publication of this manual Card Scanning Solutions reserves the right to modify any of the above at any time without notice and without incurring obligations Trademarks All trademarks are the property of their respective holders and are hereby acknowledged MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Table of Content 3 Table of Contents DISCLAIMER 5 as 2 VATED esses le ide ak tea esta estat oe ad dan acct vse Ow aston Este aoa ee 2 NOMNCCTO USOT ecc 2 LUDNCAMO MA e nn Chat a de 2 RRE AA A A NEA EEEE E E A EN AOA E 2 TABLE OF CONTENTS AA 3 lable AN US E EE E ios 5 l GETHING STARTED ucen a E T EATE 6 BEFORE USING THE SCANNER sccscocccsscscocecnccscsccsecscscscecscscscesscnscscesecascseesesscsscscoses 6 MINIMUM SYSTEM REQUIREMENTS ccccsscescccccsccsceccescescescescescescescescescescescescescesees 6 CONNEC TING THE SCANNER ausrisralaicci olor lcd 6 INS TALE TON cst tatters ido 7 RSE STE ATE is ct epee hse tote ee e hate hae 7 Ze INTRODUCTIO
30. fields 2 Select the columns tab The fields displayed on the right under Displayed fields are the fields displayed in the record list 4 Select fields and use the arrows to move and remove them from the Displayed Fields column right column Use the arrows to move fields up and down the list upper field displays first 6 Click Close when you are done MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record Display Section 18 Record display section The record display section displays the fields and images of the record you selected in the record list This part is used to view the record details only To edit these details double click on the active record line and open the record in Edit mode The record display can be adjusted to display two types of cards 1 General cards such as insurance cards 2 ID Cards The information of each of the card types can be viewed in one of four display modes Overview Details Notes and Category see details below Note The selected card and card type display can only be changed in Overview display mode 2 Overview l A A a da pe ID 170 362 855 S Name CECILY CLEGG PUCCIO E Overview Addess T o d E City STONY POINT Ea State Ny j y Details 1 lt _ 2p 10960 g if 3 D 0 B 01 02 65 ha Issue 12 31 01 i sos l Expire 01 02 01 O SSN Name 2
31. from the list After you release the mouse button you ll notice that the button name has been changed to the state you selected Select single or double sided scanning by clicking the appropriate button a atl Gat Select the manual save mode by clicking the appropriate button Select Card Auto Detect by clicking the appropriate button EY if you want the scanning to start automatically as soon as you place the card in the scanner Click the Print on scan button 1f you want the last scanned card to be printed automatically as soon as scanning 1s complete Place the ID card in the scanner If auto detect is enable the scan will start automatically Else click on the Scan button After the scan 1s executed and the card data and image appear in the record fields you can scan more images from different sources into the same record When you are done press OK to save the record to the database Automatic Scanning l 2A s7 Follow steps 1 6 above Select the auto save mode by clicking the appropriate button El Configure the scan flow using the scan flow buttons as follows Scan Flow a Click on the right button and hold down the mouse button Select the card type you want to have scanned first ID or General If only one option is MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Record Management S A available click on the left button select None and go
32. h 2 2 Resolution dpi 300 C Millimeter Height 3 6 Image Type Bitmap Files bmp OF Cancel Figure 18 Scan Configuration Image Properties Overview This screen allows you to set the saved image color scheme and resolution The image color scheme has a great impact on the overall database size In general using lower resolution and colorless images keeps the database size to a minimum Note that although higher quality images occupy more disk space their size does not affect the application speed due to the database internal architecture The color scheme setup and dpi do not affect the application data detection accuracy The resolution field allows you to select any of 55 values 50 600 in increments of 10 This gives you the flexibility to find the best image quality with reasonable image file size The file extension sets the image format that will be used by the application to save the images internally This option is useful for later export of the database to other database applications that might not support some image formats MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Image File Tab 40 Item Description Colors Select the colors of the images e Black and white 1 bit e 256 gray scale 8 bits e 256 colors 8 bits e True color 24 bits default Note Using higher bit values will take up more hard disk
33. he entire database in the specified field unless Any Field is selected The search matches the requested string to sub strings in the database For example 1f the user 1s searching for Jo the search will show results with all records that include the string Jo such as Johnson Jonah and even Banjo MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record List 17 Record list table Note The record list table shows a summary of the database records Scrolling up and down and clicking on a specific record selects the record as active Double clicking on a record opens the record in edit mode in which the user can update the client details and image The list can be organized according to a specific field by clicking on the requested field column header An additional click on the column header will toggle between displaying the values in an ascending or descending order Right clicking on the list opens a popup menu with the options to create a new record edit or delete the active record Some fields in the record may be empty in some states The fields displayed in the record list and the order in which they are displayed can be configured as follows 1 Open Options gt Database Properties from the menu Property Names List Fields Fields Defined as Columns Contact Person Figure 3 Database Fields Record list
34. he left column to the right column Select a field and click on the arrow to add one field at a time or click on the striped arrow to add all the fields in the list New Database Wizard Step 3 Fields Automated Filled Fields Fields Figure 11 New database step 3 a Scanned card fields These are fields that appear on the scanned cards and are automatically filed in by the application when scanning a card b Additional fields These are fields that are not part of scanned cards and can be used to add extra information to the scanned card such as phone no company second address and phone no etc Description Add a selected field to the database AN E a Add all the fields in the list to the database Mp Removes a selected field from the database Removes all field from the database NOR Move a field up the list Move a field down the list MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management 29 Description Create a new field for the database Change a field s name Select a field and click Edit Delete Delete a selected field from the database only from the right column Remove all fields from both the right and the left column SEa Caution Avoided using this option because once removed you Il have to create all the fields anew 6 When you are done click Next Step 4 will appear New Database Wizard Step
35. ich the ID card belongs See the scanning section for more details MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record Display Section 20 Note The state in this field must correspond with the card issuing state in order to obtain the correct data If the correct state is not detected automatically it has to be configured manually by clicking on it and selecting the correct state 9 State auto detect Enables automatic detection of the card issuing state Note this feature is supported by USA states only Passport record display a rDOvermiert _ _ A A D 1170 362 855 fe Name CECILY CLEGG PUCCIO Overview i Address T City STONY POINT State py ip 110980 D 0 B 01 02 65 Issue 12 31 01 Expire 01 02 01 SSN Name Title wodereg QI mmg Figure 6 Record display Passport 10 Passport image count Shows the number of the images in the selected passport record 11 Passport image navigation Selects the next or previous image in the list MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Record Display Section 21 Record data view modes Overview view mode This is the default display mode displayed when the application 1s started It can also be displayed by clicking the Overview button on the left
36. ion Export Tab File Printing wizard Printing wizard Format selection Printing wizard Page layout selection Printing wizard Fields selection Printing wizard Print preview Printing wizard Page layout editing Printing wizard Page layout setup Pro OCR User Manual Version 8 14 0 11 17 18 19 20 22 23 27 28 29 30 31 31 33 36 38 40 42 43 44 45 46 48 49 50 59 60 61 62 63 64 65 Card Scanning Solutions all rights reserved Getting Started 1 Getting Started Before using the scanner The system has been carefully packaged to avoid damage during transportation Before operating the scanner please remove the packaging materials After removing the packaging materials you will find the following ScanShell scanner Application CD USB interface cable User license card Calibration card only with ScanShell 800 This manual Minimum system requirements The minimum system requirements are e Pentium III with 128MB e Win 98 Second Edition or higher e USB port e 15 MB free disk space Connecting the scanner The scanner is connected to the computer via the USB port To connect the scanner do the following e Place the scanner on a flat firm solid surface with easy access e Plug the USB interface cable into the USB port of the computer e After the Add new hardware wizard dialog box appears click Next until you are asked to set the driver for the reader You ll find
37. ked or one of the data sources on the card is corrupted 4 If you enabled the verification message a message with the verification results will be displayed 5 Press OK to save the record to database MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Record Management CS Understanding the verification status light The status light provides indications for the verification process as follows e Solid black color the verification function is not activated e Solid brown color the verification function 1s activated and waits for the reference scan or swipe e Flashing brown light the reference scan or swipe has been successful waits for the scan of the source e Solid green color the source was scanned successfully and the verification is successful the data of the two sources match e Solid red color the source was scanned badly or the verification is failed the data of the two sources don t match What to do when verification fails If the status light remains solid red after the reference scan or swipe it means that the data from the two sources don t match The reason can be one of the following 1 The card could be faked 2 Bad reading of either one of the source 3 Corruption of one of the data sources If verification fails you can try the following e Make sure the current US State box is set to the correct state of the driver license e Try
38. n Tab 36 ID Verification Verification of card authenticity To activate this option Auto Save must be disabled see the next paragraph Automation Check the appropriate check boxes to enable card authenticity verification and have the system display a verification message and addition to the color indication See ID Card Verification page 55 Country Set the cardholder country Correct setting of this option is necessary in order to obtain correct results Age Verification In some situations it may be useful to indicate that the owner of the ID card is under a certain age e g bars and clubs If this option is checked the application will monitor the ID card holder age and issue a visual notification at the bottom of the screen if the holder of the scanned ID card is under the age limit you specify Warn under age Set the minimum age under which a warning message will be generated Item Description Age Check this option to obtained visual notification when the holder of verification the scanned ID card is under the age limit you specify Warn age Set the minimum age requirement used to generate a warning under message Automation tab 9 Scanner Co niigi ration Detect Mode Scan Cycle Auto Detect Card Insertion e Save Mode e W Auto Save upon new card cycle Scan Flow ID Scan Cycle Detinition eE 5 j Scan Single Sided Card f Scan Double Sided Card States Pririt W Auto Detect
39. ndow Calibrate Scanner Manually activate the scanner calibration process Clean Scanner Manually activate the scanner cleaning process It View Options Tools requires placing the special cleaning paper in the tray Only for 800 and 800N scanners MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Menu Description 14 Menu Sub menu Action Description Users Open a user list wndow where users and authorizations can be edited available only in administrator login View Help Open the help file Registration to enable the Live Update function Updates requires registration Live Update Update Checks 1f there are new updates for the application Files download and install them requires registration Open MedicScan Pro OCR About screen MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Toolbar Description 15 Toolbar description Button Name Description New record Open a new record dialog box Open the Edit Record dialog to edit the Edit record active record Delete record Delete the selected record s Open the application configuration dialog box where you can configure the scan and save modes scanning color schemes and resolution Application configuration Card insertion Automatically detect insertion of a new card auto detection into the scan
40. ner tray and opens the New Record dialog box OCR Barcode Toggle between OCR and Barcode as data source Send an email containing the data and image of the active record in the table the email addresses and data is configured via the Export configuration wizard Live Update Activate the Live Update process MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Main Screen Toolbar Description 16 The Search bar Description Free text field Enter one or more word s or Quick Search letter s to perform a search In Fields Select the field search criteria By Category Select the category search criteria Carp Select the criteria by which the search results y will be sorted Search example Example 1 The n Field default value is Any Field If the letter A is entered in the Quick Search field only those records containing at least one field that begins with A will be shown in the table If In Field is set to IDP first field in the combo list and the letter A is entered in the Quick Search field only those records whose first field begins with A will appear in the table Example 2 Type Smith in the Quick Search box and select Name in the In Field combo box The software will display all records that have the name Smith in the field Name The search is performed on t
41. nned card 5 Scan Configuration General Automation Image ID Card Live Update Export Web iM Export data to web ID wf Name y Address URL A City Ip D O B ERIE E spire SSN Marne 2 Title Company Figure 21 Scan Configuration Export Tab Web Web The web export function is designed to export the last saved record to a predefined web page on the organization Intranet Internet server where it can be accessed by other users If enabled the data of the last card you scan will be automatically exported to the URL Web address you specify as soon as you press OK Setup 1 Check the Export data to web box 2 Fill in the URL to which the data will be exported consult your system administrator 3 Select the record fields you want to have exported by double clicking on the box next to the field 4 Use the up and down arrows to move fields up and down list upper field displays first MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration ExportTab FTP 4 FTP The FTP export function is designed to export the last saved record to a predefined FTP address on the organization FTP server where it can be accessed by other users If enabled the data of the last card you scan will be automatically exported as text file to the FTP address you specify as soon as you press OK Scanner Configuration General Automa
42. nu Action Description New Database Create a new database Open database Open an existing database Import Import records from another database Export Export records from the database either the selected records or all records Send Email Open an email message which allows you to email a record You can specify which record details and File field are sent Print Selected Records Print only the records that are currently selected Print All Records Print all the records from the database Recent databases Display up to 4 names of the databases that were used most recently Exit Exit the program New record Create a new record Record Edit record Edit selected record Delete record Delete selected record s Toolbar This option is checked as a default when it is unmarked the toolbar will disappear window creation date Go to first row Go to the first row in the record table Go to last row Go to the last row in the record table Card auto detection This option is checked as a default it activates when checked or deactivates when unchecked the scanner s auto paper feed feature State auto detection Activate the state auto detection process upon each scan Currently the auto detect function is limited to USA only Categories list Open the categories list window Database properties Open the database properties list window Scanner configuration Open scanner configuration wi
43. riate level from the popup menu Administrator is the highest access authorization enabling creating editing and deleting other users See also User Management page 33 EY User Details User Name Password Privileges Administrator Read rite OF Read Orly Add Only Read Print Figure 14 User Details 10 Click Finish to complete the database creation process MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management 31 Note The user CSSN cannot be edited in any way This user is the default user for any database Open an existing database To open an existing database 1 Select File gt Open Database from menu bar 2 The Open Screen will appear 3 Select the database folder 4 Select the database file 5 Press OK Export database Database export is primarily used to backup the current database To export a database E ee Open the database to export Select File gt Export from the menu bar The Save as Screen will appear Select a folder to export the database to Type the name of the exported database in the File name field Press OK Note The exporting process will export only the records that are set as visible in the Records Table You can change this by using the filtering options Note Check the status bar to find the number of records and the name of the current database MedicScan Pro OCR User Man
44. ro OCR is a powerful ID card scanning application capable of scanning as many as 1200 ID cards of various types per hour into a relational database The scanned card information 1s extracted from the ID card text barcode or magnetic strip into appropriate text fields and saved to an external file the clipboard or third party software The scanned ID cards are saved in records each record stores the ID card image the ID card data extracted from the card the scanning time and additional user defined information In addition to displaying ID card data the application uses this database to produce various reports such as a list of the most popular customers a list of undesirable customers etc MedicScan Pro OCR features Fully automated scanning process The user only has to chain feed the media to the scanner while image processing and data extraction take place in the background Automatic page feed detection launches the scan job immediately upon the insertion of a data source into the scanner The ID card Passport Barcode image and data are automatically stored in a local or remote relational database in a pre defined color scheme and resolution Image auto alignment Automatically corrects incorrect card insertion Capable of scanning any photo media including paper photos ID cards Passports and even rigid plastic credit cards Data is automatically extracted into appropriate database fields Database capabili
45. s Layout options and Internal Margins options to control the printed page appearance e Click Test to print a sample using your settings Click OK to save your changes to the layout Changing the printing font l SP A A In main screen select the Print from the File menu All records or Selected records Click Next Choose a format in the Format dialog box Click Next Choose a layout in the Choose Page Layout dialog box Click Next In the Select Fields dialog box choose which fields to print To change the font click Font choose the style and size and then click OK MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Appendix A Troubleshooting 66 9 Appendix A Troubleshooting Description Answer I opened a database which has You have to define the columns on the list in records but the list is empty order to see the record See Options gt Database Properties gt Columns button I created a new database but cannot You have to create fields and define the columns add or scan a new record on the table before creation of new records can be done See Options gt Database Properties on the menu In database properties I created a Long names of fields are partly displayed This is long name when I look at the Main indicated by a at the beginning of the name Window and the Record Details I To see the full name of a field place the mouse window I
46. sided ID card scanning Auto save No Toggle between auto save mode after auto save each new record scan left button to overwriting current data when scanning a new card right button Auto detect card Toggles card insertion auto detection insertion MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Record Management S yY 5 Print on scan Print the last scanned card as soon as scanning is complete Zoom Button Click once to enlarge and again to reduce Data source Toggle data source Quick Scan In manual scan mode Quick scanning AL AL State templates buttons for different states AL AL Quick scanning In Auto scan mode Quick state selection Saves a new record or saves existing record changes MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Record Management Y B Adding a new record Manual scanning l 10 11 12 Select Record gt New Record from the menu bar or click on the New Record button from tool bar The New Record Screen will appear Select the card type General ID or Passport using the vertical tabs on the left side of the image Select a state to match the card state from the State dropdown list or check the State Auto Detect option You can also use the quick state buttons To set a button for the desired state right click on the button Select the desired state
47. string to sub strings in the database For example if the user is searching for Jo the search will show results with all records that include the string Jo such as Johnson Jonah and even Banjo MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing S Printing Printing records 58 1 Select Print from the File menu in the main screen All records or selected records 2 The Print Wizard welcome screen appears Print wizard The print wizard will walk you through the printing process Pleaze click Next Figure 27 Printing wizard 3 Click Next The Select Format dialog appears MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Printing 59 Print wizard us Select Format Selecta printing format and then click Next Click on a format to see its description in the description bos Underneath Available Formats Envelopes Labels Photo Album Spreadsheet Description Data list format prints the data and the image s ane below the other along the page The records are separates by horizontal line Help Back Figure 28 Printing wizard Format selection Cancel 4 Select the requested data format when you select the data format its description will appear in the description box underneath Data list List of data fields and images
48. the ID card This information can be edited 1f needed before it is saved to the database Another ID image source can be local ID image files on the hard disk These files must be scanned in a format of 24 bits true color with a resolution of 300 dpi e To reach the Record screen select Record gt New from the menu bar or click on the New Record button in the tool bar New Record All Fields ID Full Name 1 Address ity State Expire y FirstName sti OSOSOC CWMddI Ne f Last Marne u _ _ _ Suffe Mame Eee l i Nationality Gee pon E 5 E MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Record Management CT Record screen button description Button Name Description Start the scan process in manual mode Scan This button is inactive in Auto detect card insertion mode You can select one of two scan source options Select image From scanner source From file Deletes the scanned image from the lee Remove record Rotates the image in the buffer 90 degrees clockwise This allows controlling the image orientation prior to saving State templates Selects State For OCR This button 1s inactive in Auto detect card insertion mode Rotate Dropdown list State auto Automatically detects the state of the detection scanned card For OCR Single side Toggles between single sided and Double side double
49. the driver on the Installation CD at lt CD ROM drive gt CSSNDriver CSSN800 dll Select the driver and click Next until the installation 1s complete MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Installation Installation To install the software on the computer do the following 1 Close all programs 2 Insert the CD into the CD ROM drive 3 Wait until the install program begins and follow the instructions on the screen 4 If the install program does not automatically start click the My Computer icon on the desktop and then select the CD ROM drive ol Double click on the Setup program Wait until the install program begins and follow the instructions on the screen To run the software click on the Windows Start button select Programs gt ScanShell Pro and then click MedicScan Pro OCR Note When starting the program for the first time you ll be prompted to fill in your license code Uninstall To uninstall the software click on the Windows Start button select Programs gt MedicScan Pro OCR and then click Uninstall Alternatively you can open the Add Remove Program control panel Select the Application icon and click on Add Remove Follow the uninstall instructions until the operation is completed MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Introduction 2 Introduction Overview MedicScan P
50. ties including extensive search capabilities Self definition of data fields The user can define up to 30 data fields properties to be saved with the scanned cards MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Starting the Program 9 Starting the program First use The first time you start MedicScan Pro you will have to fill in a license key which is provided with the software in the package 1 Click on the Windows Start button and navigate to Programs gt gt MedicScan Pro OCR gt gt MedicScan Pro OCR 2 The License screen will appear d License Enter License Kep ct 3 Type a valid license key and click OK 4 The Login screen will appear see next section Login When you start the application you 11 be presented with a Login dialog box where you have to fill in a user name and a password User Name Password Database Figure 1 The login screen 1 Type in your user name and password 2 Select a database to open You can either leave the database used last or use the Browse button on the right to either select another database or create a new one See Creating a new database page 27 MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Starting the Program 10 First time use 1 Click New database to create a database in which the program will store the scanne
51. tion Image Properties ID Card Live Update Export Name Address City State Fort Zip 0 0 8 lssUe Password Expire SSN Mame 2 Title Company User Figure 22 Scan Configuration Export Tab FTP Setup 1 Check the Export data to FTP box 2 Fill in the details of the FTP address to which the last record data file will be exported FTP address user name password etc consult your system administrator Select the record fields you want to have exported 4 Use the up and down arrows to move fields up and down the list upper field displays first MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration Export Tab FTP 5 Advanced ME Advanced Details Data File Naming f Save to ascending tile name f Save to feed file name eo Save to te name using extracted data frorn IL Data file name Cesn o Data File Format Label Data separating character Field separating character New Line Custom held separating character i Cancel 45 We Upload image file Image File Nanning f Save to ascending file name le Save to feed file name Save to file name using extracted data From IL Image file name Cesn o Image File Format Image Type Jpeg Files pg i Resolution dpi 300 ra Jpeg Quality 70 Figure 23 Scan Configuration Export Tab Web Advanced details The setup of d
52. ton in the tool bar 2 The Configuration Screen will appear MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Record Management A YD 59 Scanner Configuration General Automation Image Properties ID Card Live Update Export Media Scan Source Scanner ID Verification Extract Data Mode Ocr i Show ID Verification Message Reference source Barcode r Age erfication Age Verification Country United States 05 3 In the ID Verification section check the appropriate checkboxes to enable card authenticity verification and receive a message with the card verification result each time you scan a new card in addition to the light indication 4 Click OK Authenticating 1 Place the ID card in scanner a If you are not using the Auto detect card insertion option Click on the Scan button to scan the data source This scan will be saved to the database if you will save the record b If you are using the AutoDetect card insertion mode just insert the card into the scanner 2 ScanShelll Pro will scan the card and than prompt you to scan the card a second time Insert the card again in the scanner reader and repeat the steps above 3 If the data from the two sources on the card matched the verification light on the right side under the image will be green If it did not match the light will be red which means the card is not in order either fa
53. ual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management 32 5 User Management The administrator can add users who are authorized to use the application These users can have different levels of access privileges as follows Administrator access Allows the user full access to the database as well as the privilege of user management creating editing and deleting other users Read write access Allows the user full access to the database Read only Allows the user to read customer information from the database without the ability to add edit or delete records Write only Allows the user to scan ID cards into the database without the ability to browse existing records Print only Allows the user to see and print records To have access to the user management option you must be logged in as an administrator Add new user To add a new user 1 From the main screen select Tools gt Users from menu 2 The Users List screen will appear Users List User Name Delete Figure 15 User List 3 Click on the New button The New User screen will appear MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Database Management IS User Details User Mame Paseuyord Fermission F ead write 1 Type a user name in the User field 2 Type a password in the Password field 3 Select the appropriate access pri
54. vileges level from the popup menu See also Creating a new database 8 Step 5 Users page 31 4 Press OK Edit user To edit an existing user In the main screen select Tools gt Users from the menu bar The Users List screen will appear Select a user from the Users List Click on the Edit button The Edit User screen will appear Change the desired parameters Press OK ae ee oS i Delete user To delete an existing user from the Users List From main screen select Tools gt Users from menu bar The Users List Screen will appear Select a user from the Users List Click on the Delete button A confirmation dialog box will appear Press OK ey A A DAA Note The CSSN user cannot be deleted MedicScan Pro OCR User Manual Version 8 14 0 Card Scanning Solutions all rights reserved Application Configuration S OS 6 Application Configuration ScanShell Pro offers a variety of operating modes controlled by the configuration panel You can control all the application options and settings such as the application automation options to ease the scanning process the scanning parameters and set the saving mode with which images are saved in the database To open the configuration panel from the main screen do the following l Select Options gt Scanner Configuration from the menu bar or click on the Scanner Configuration button in the tool bar 2 The Scanner Configuration screen will appear

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